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• merge and update existing costs

• copy over new information only

• remove and replace all cost information

Copy Cost Examples: Copy from Cost Type 1 to Cost Type 2

Item	From: Cost Type 1	To: Cost Type 2
A	20	Does not exist (Null)
B	10	50
C	Does not exist (Null)	30

The results for the Merge and Update Existing Costs option are: A = 20, B = 10, and C = 30. Item C did not exist in Cost Type 1, so C's value in Cost Type 2 does not change.

The results for the New Information Only option are: A = 20, B = 50, and C = 30. Item A did not exist in Cost Type 2, so its value is copied from Cost Type 1. Item B has a cost in Cost Type 2, so it's value does not change. Item C did not exist in Cost Type 1, so C's value in Cost Type 2 does not change.

The results for the Remove and Replace All Cost Information option are: A = 20, B = 10, and item C does not exist. These are the same values found in Cost Type 1; all values in Cost Type 1 replace those in Cost Type 2.

Note: You can also use the cost rollup to copy costs for based on rollup items (assemblies). When the assembly does not exist in the cost type you roll up, the cost rollup automatically copies the assembly information from the default cost type.

   To copy costs between cost types:

1. Navigate to the Copy Cost Information window.

2. Select the Name of the request. This identifies what to copy:

Activity Costs: copy activity costs between cost types to create activity costs in the To cost type without updating the activities individually.

Item Costs: copy item costs between cost types.

Item Costs Across Organizations: copy item costs between organizations to maintain the same standard cost in multiple organizations but not to share costs.

Attention: All sub-elements, departments and activity codes, associated with the items being copied, must be defined in each of the organizations for the item cost to be copied into the To organization.

Overhead Costs: copy overhead costs between cost types.

Resource Costs: copy resource costs between cost types.

Resource Overhead Associations: copy resource and overhead associations between cost types.

3. Select a copy option:

Merge and update existing costs: Costs that do not exist in the To cost type are copied, costs that already exist in the To cost type are updated, costs that exist only in the To cost type are left unchanged. The system compares total costs to determine which costs to update. The system does not compare by sub-element.

New cost information only: Costs that do not exist in the To cost type are copied; all other costs are left unchanged.

Remove and replace all cost information: All costs in the To cost type are deleted and replaced with costs in the From cost type.

4. Select a cost type to copy From.

5. Select a cost type to copy To.

6. Do one of the following:

• If you are copying activity costs, indicate whether to copy All Activities or a Specific Activity that you enter.

• If you are copying item costs between cost types or across organizations, select All Items, those belonging to a Category, or a Specific Item. If you select Category, specify a Category Set or a Specific Category. If you select Specific Item, specify the item.

• If you are copying overhead costs, indicate whether to copy All Overheads or a Specific Overhead that you enter. Indicate whether to copy All Departments or a Specific Department that you enter.

• If you are copying resource costs, indicate whether to copy All Resources or a Specific Resource that you enter.

• If you are copying resource overhead associations, indicate whether to copy All Resources or a Specific Resource that you enter. Indicate whether to copy All Overheads or a Specific Overhead that you enter.

See Also