Finalize Cost Rule

The finalize cost rule can be used to generate the cost of a purchased configured part or to estimate the cost and gross margin of a manufactured item.  The final cost is stored on the Configuration Master File for the part.  For a purchased configured part, the final cost will be updated on the generated requisition.  This cost will then be rolled up into the cost calculation for the configured parent item.  For a manufactured item, the final cost can be used to calculate a gross margin for quote orders and sales orders prior to the generation of manufacturing orders.  Note that the finalize cost rule must be executed to automatically update the configured cost of a purchased item.  A cost will not be calculated for a purchased item during the cost generation process.

Identification

System Identifier:          21

Valid Rules Categories: Sales Order Entry

Action Expression 1

Description:                  Value of Final Cost

Expression Type:          Syntax

Length:                         320

Interpreted Type:           Numeric

Action Expression 2 is not used.  The only expression processed for a finalize cost rule is the value of the final cost.

Add a Finalize Cost Rule

1.   Display the Sales Order Rules Maintenance Function Select screen.

a.   Select the Expert Configurator option from the System Application Menu.

b.   Select the Sales Order Rules Maintenance option from the Expert Configurator Application Menu to display the select screen.

2.   Enter the Function Select information.

a.   Assign a unique number to the rule.

b.   Enter the action code for a finalize cost rule in the Action Code field.  Action codes are defined in category Y03 on the Reference File.

c.   Enter a 1 (addition) in the Maintenance Code field.

d.   Press the Enter key to display the header screen.

3.   Enter the header information.

a.   Enter the part number associated with this rule.

b.   Enter the version number of the rule, the appropriate releasing rule number, and the releasing rule result.

4.   Enter the detail information.

a.   Enter the condition statement.  (Optional)

The condition determines if the rule result is true or false.  If the condition expression is interpreted as true, the action expressions are processed.  Rules are released based on the result of the condition.  If no condition is entered, the condition is interpreted as true. 

b.   Enter the value of the final cost.  (Required)

The value of the final cost is interpreted by the Expert Configurator and must be in correct syntax.  Enter or calculate the cost of the configured part as it should appear on the Configuration Master File.  See Rule Syntax in the key concepts section of the Overview for more information.

Change a Finalize Cost Rule

1.   Select the Sales Order Rule Maintenance option from the Expert Configurator Application Menu to display the select screen.

2.   On the Sales Order Rule Maintenance Function Select screen:

a.   Enter the finalize cost rule number in the Rule Number field.

b.   Enter a 2 in the Maintenance Code field to change the header information for the rule.  Enter a 3 in the Maintenance code field to change the detail information for the finalize cost rule.

3.   Change the descriptive date for the finalize cost rule and press the Enter key.

4.   If all fields are valid, the rule is changed on the Rule Master File.

Reactivate or Deactivate a Finalize Cost Rule

1.   Select the Sales Order Rule Maintenance option on the Expert Configurator Application Menu.

2.   On the Sales Order Rule Maintenance Function Select screen:

a.   Enter the finalize cost rule number in the Rule Number field.  All rules released by this rule must be deactivated before this rule can be deactivated.

b.   Enter a 4 in the Maintenance Code field to deactivate the finalize cost rule.  Enter a 5 in the Maintenance Code field to reactivate the finalize cost rule.

3.   Press the Enter key to deactivate or reactivate the rule.

4.   Press F3 to exit without deactivating or reactivating the rule.