Actual Cost Breakdown

The Total cost and Unit cost for a Works Order is the sum cost of each cost type – Materials, Setup, Runtime Labour, Runtime Machine, Subcontract, Tooling, Overheads and Additional Costs.

When a Works Order is first saved, an initial costing is done based on the components and operations and their expected costs.
Further costings can be run at any time, to get more up to date expected costs following to the Works order components or operations, or from component cost fluctuations.

Each of these costings is recorded with a full breakdown which can be accessed at any time from the Costing tab.

When actual costs are recorded against the order, they are displayed in a separate column in the Costing tab, summarised by their cost type.

View Costing information

Open: Cim200 Works Orders > Works Orders > Amend Works Order | Costing
Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Costing
Open: Cim200 Works Orders > Enquiries > View Works Order | Costing

Note: The View Works Order option allows you to view the orders but not amend them.

  • The list in Current Costs gives the costing summary with three costing columns:

1. Original Estimated – expected costs at point of order entry.

2. Last Estimated – expected costs from the latest order costing.

3. Actual Costs – actual costs based on components issued and operation times booked against the order.

Create a new costing

  • Type any required text into Comment before costing, to record a note for reference about this particular costing.
  • Click on Cost Now to run a new costing.
  • When complete, the Cost Breakdown will pop up, giving summary and detailed costs
  • To access a cost breakdown, highlight the costing from the Costing History area, then select View Cost Breakdown. The Cost Breakdown window appears.

1. To expand the breakdown to include cost headings, components and operations:

  • Click by the Reference to expand an item.
  • Click Expand All to expand all items.

2. To collapse the breakdown:

  • Click by the Reference to collapse an item.
  • Click Collapse All to collapse all items.

3. To view detailed breakdown, click Detailed View.

4. To view summary breakdown, click Summary View.

5. To group operational costs differently, click alongside Group Operational Costs By and choose from:

  • Cost Heading
  • Operation
  • Resource
  • Phase

6. To provide a breakdown of costs in the BOM hierarchy, select Roll up Sub-Assemblies into Cost Headings.
The check box is either selected or not, by default, based on what you entered in the BOM Settings Costing tab.

When selected, a labour cost on subassembly is represented as a labour cost on the top level BOM, rather than captured as a material cost.

7. To display the cost values for the BOM, click View Log. The Costing Log window appears.

  • When you have finished viewing the costing log, click Close.

8. To view the cost values in a chart, click View Chart. The Cost Heading Breakdown window appears.

  • When you have finished viewing the chart, click Close.

9. To print the cost breakdown, click Print.

10. To close the cost breakdown, click Close.

  • The new costing is added into the Costing History list.

Costing History

The Costing History list contains a list of all costings run on the order, including the original costing as it was created:

Date The date and time the costing was run.

Costed By The Sage username of the user that ran the costing. If it is the original costing this is the user who created the order.

Quantity Costed The build quantity the costing was run for. This is the Works Order quantity. The quantity costed for can cause a difference the calculated unit cost, where there is Setup cost on the order.

Reference A comment about the costing. For manually created costings, this is populated with any text that is entered into the Comment field before the Cost Now button is selected.

Calculated Unit Cost The expected item unit cost.

Total Calculated Cost The total expected for the order.

Total Cost inc. Overheads The total expected cost, including any overhead cost calculations.

View Costing Breakdown

The Costing History area gives summary details costings, but a more detailed breakdown is available for each costing.

  • To access a cost breakdown, highlight the costing from the Costing History area, then select View Cost Breakdown. The Cost Breakdown window appears.

1. To expand the breakdown to include cost headings, components and operations:

  • Click by the Reference to expand an item.
  • Click Expand All to expand all items.

2. To collapse the breakdown:

  • Click by the Reference to collapse an item.
  • Click Collapse All to collapse all items.

3. To view detailed breakdown, click Detailed View.

4. To view summary breakdown, click Summary View.