Costing (View Archived Works Order)

View Costing information

Open: Works Orders > Utilities > File Maintenance > Archived Works Order List

• Select the View button above the list view.
• Click on the Costing tab

Or from the menu:

Open: Cim200 Works Orders > Enquiries > View Archived Works Order

• Enter the Works Order number
• Click on the Costing tab
• The list in Current Costs gives the costing summary with three costing columns:
• • Original Estimated – expected costs at point of order entry
  • Last Estimated – expected costs from the latest order costing
  • Actual Costs – actual costs based on components issued and operation times booked against the order

Costing History

Works Orders can be costed multiple times during their lifetime, and each costing creates a separate entry in the Costing History area.

In this area, summary details of each costing are displayed.

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 to 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.
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

View Actual Cost Breakdown

Actual Costs are calculated for the Works Order whenever costs are recorded against it.

The Current Costs area shows summary totals for each cost type. To see a more detailed breakdown use the Actual Cost Breakdown button.

• Click on Actual Cost Breakdown.
• The Actual Costs area displays a similar breakdown to the Current Costs summary, but it can be expanded.
• Click by the cost type Reference to expand an item.
• The specific Quantity and Actual Cost of each item is displayed on each line.
• Click Close to close the screen.