This topic describes copying item, overhead, and resource costs set up for one organization, calendar and period, and category to another period and inventory organization or to all periods and inventory organizations. You can use the copy processes to quickly replicate the cost data setup across several periods and several organizations rather than creating them one at a time in each periods and organizations that can be very time consuming. The copy programs let you copy the costs for a set of items or set of items belonging to a range of Item Categories or automatically modify the copied costs by a percentage or flat value providing additional flexibility in establishing your costs.
This chapter covers the following topics:
One period to all periods
One organization to another organization
One organization to all organizations
One period to:
all subsequent open and frozen costing periods in the same calendar or
all open and frozen periods in a different calendar
You can also update component costs while copying. You can alter the copied component costs by a flat amount or by a percentage.
Navigate to the Copy Item Costs window.
Source and Target Parameters
Enter the inventory organization from which you are copying item cost data in Organization Source.
Enter the inventory organization to which you are copying item cost data in Organization Target. To copy cost data to all inventory organizations, leave this field blank.
Click All Organizations to copy cost data to all inventory organizations in the given legal entity. If it is checked, then the target inventory organization (inventory organization To) is cleared.
Enter a valid Legal entity. The specified legal entity or organization must belong to the specified target calendar.
Enter the cost calendar from which you are copying cost data in Calendar Source.
Enter the cost calendar to which you are copying cost data in Calendar Target .
You can copy cost data from one period to another or to all periods in the same or different calendars in Period Source . Enter the cost calendar period from which you are copying costing data.
Note: You can copy component costs from a frozen or closed period to an open one. However, you cannot copy costs to a closed period from an open one. You can only copy new item costs into a frozen period.
Enter the cost calendar Period Target to which you are copying cost data. To copy costing data to all periods, leave it blank.
Note: You can copy component costs from a frozen or closed period to an open one. However, you cannot copy costs to a closed period from an open one. Only new item costs are copied.
Click All Periods to copy cost data to all subsequent open or frozen periods in a given calendar. If this box is checked, then the target period (Period Target) is cleared.
Enter the Cost Type Source code from which you are copying costing data. Cost type codes are defined using the Cost Type Codes window.
Enter the cost type code to which you are copying costing data in Cost Type Target. Cost type codes are defined using the Cost Type Codes window.
When you try to copy costs to Actual Cost type, a warning displays. When you run the Actual Cost process, all the copied costs are deleted.
Select the Copy Costs from Lower Level at Source to This Level in Target option to copy the cost components from the Lower Level at source to This Level in target.
To restrict the copy to a range of items, enter the opening end and the closing end of the item number range in Item (From and To).
To restrict the copy to a range of item cost categories, specify the opening end and the closing end of the cost category range in Cost Category (From and To)
Increase/Decrease
Indicate the Percentage % by which component costs should be increased or decreased as a result of the copy process. For example, if you enter 10% and the cost being copied is $1.50, the resulting cost will be $1.65
Indicate the monetary Amount by which component costs should be increased or decreased as a result of the copy process in the field. For example, if you enter $.25 and the cost being copied is $1.50, the resulting cost will be $1.75.
Existing Costs
The Existing Costs field contains following options:
Remove Before Copy: Select Remove Before Copy option to remove current component costs as a result of the copy process. The current cost will be copied based on the other criteria you have entered, but the original component cost will be deleted.
Replace During Copy: Select Replace During Copy option to merge the current and copied component costs during the copy process. The resulting cost is different from the one that was replaced.
For example, assume the current period cost of a component is $2.35, but you want to copy $2.00 as the component cost into the next calendar period. If you select Replace During Costs for this option, $2.00 will be copied into the next period.
Example 1: Increase by 10%
| Cost in Source Period | Cost in Target Period after Copy |
|---|---|
| MATERIAL 2.00 | MATERIAL 2.20 |
| LABOR 1.50 | LABOR 1.65 |
Example 2: Increase by $0.50
| Cost in Source Period | Cost in Target Period after Copy |
|---|---|
| MATERIAL 2.00 | MATERIAL 2.50 |
| LABOR 1.50 | LABOR 2.00 |
You have the choice of:
Removing Existing Costs Before Copy
Replacing Existing Costs During Copy
Removing Existing Costs Before Copy
This option removes all cost components within the given selection criteria before proceeding to copy the costs. The example below illustrates what happens when cost components already exist in the target period and a Copy Cost process is invoked with the Remove Existing Costs Before Copy option.
Example 3:
| Costs to Copy | Existing Costs | Result |
|---|---|---|
| MATERIAL 2.00 | MATERIAL 2.35 | MATERIAL 2.00 |
| LABOR 1.50 | LABOR 1.25 | LABOR 1.50 |
| n/a | OVERHEAD 0.75 | n/a |
Replace Existing Costs During Copy
This option merges the cost of any existing component costs with the copied costs during the copy and leaves the other components unchanged. The example below illustrates what happens when cost components already exist and a Copy Cost process is executed with the Replace Existing Costs During Copy, option.
Example 4:
| Costs to Copy | Existing Costs | Result |
|---|---|---|
| MATERIAL 2.00 | MATERIAL 2.35 | MATERIAL 2.00 |
| LABOR 1.50 | n/a | LABOR 1.50 |
| n/a | OVERHEAD 0.75 | OVERHEAD 0.75 |
You can copy resource costs from:
One period to all periods
One organization to another organization
One organization to all organizations
One period to:
all the subsequent open or frozen costing periods in the same calendar or
all the open or frozen periods if it is a different calendar.
You can set up all of your resource costs between one period to other costing periods and one cost type to other cost types and then copy those costs to all inventory organizations in a legal entity rather then setting up the same data repeatedly. Similarly, you can do this from one period to all the periods in the same or different calendar.
Even if the actual costs for the target organization are different, it may still be more efficient to do the following:
Setup the data for a source organization
Perform the copy to the target organization
Change resource costs for the target organization
Perform a cost rollup for the target organization
Note: This window is used to copy resource costs. To copy item, ingredient, and product costs, use the Copy Item Costs window.
Navigate to the Copy Resource Costs window.
Copy Resources
Enter a valid legal entity in Legal Entity Source. The specified legal entity or organization must belong to the specified target calendar.
Enter a valid legal entity in Legal Entity Target.
Enter the organization from which you are copy resource cost data in Organization Source.
Enter the organization to which you are copying resource cost data in the Organization Target field.
Click All Organizations to copy resource cost to all inventory organizations in the given legal entity. If it is checked, then the target inventory organization (inventory organization To) is cleared.
Enter the cost calendar from which you are copying resource cost data in Calendar Source. Cost calendars are set up using the Cost Calendar window.
Enter the cost calendar to which you are copying resource cost data in Calendar Target.
Enter the cost calendar period from which you are copying resource cost data in Period Source.
Enter the cost calendar period to which you are copying resource cost data in Period Target. To copy costing data to all periods, leave it blank.
Note: You can copy component costs from a frozen or closed period to an open one. However, you cannot copy costs to a closed period from an open one.
Click All Periods to copy resource costs to all subsequent open or frozen periods in a given calendar. If it is checked, then the target period (Period To) is blanked out.
Enter the cost type code from which you are copying costing data in Cost Type Source.
Enter the cost type code to which you are copying costing data in Cost Type Target.
When you try to copy costs to Actual Cost type, a warning displays. When you run the Actual Cost process, all the copied costs are deleted.
Enter the Resource Class from which you are copying costing data. Setup resource classes using the Resource Classes form. If you enter a resource class, only the costs of resources that belong to the resource class will be copied. Leave the Resource Class empty to copy all resource costs.
You can copy overhead details from:
One period to all periods
One organization to another organization
One organization to all organizations
One Period to:
all subsequent open and frozen costing periods in the same calendar or
all open and frozen periods if they are in different calendars
You can set up all of your overhead details between one period to other costing periods and one cost type to other cost types and then copy those costs to all inventory organizations in a legal entity rather then setting up the same data repeatedly. Similarly, you may wish to do this from one costing period to all open and frozen costing periods in the same or different calendars.
Navigate to the Copy Overheads window.
Source and Target Parameters
Enter the inventory organization from which you are copying overhead details in the Organization Source field.
Enter the inventory organization to which you are copying overhead details in the Organization Target field.
To copy overhead details to all inventory organizations, leave this field blank.
Click All Organizations to copy overhead details to all inventory organizations in the given legal entity. If it is checked, then the target inventory organization (inventory organization To) is cleared.
Enter a valid Legal Entity. The specified legal entity or organization must belong to the specified target calendar.
Enter the cost calendar from which you are copying overhead details in Calendar Source.
Enter the cost calendar to which you are copying overhead details in Calendar Target .
You can copy overhead details from one period to another or to all periods in the same or different calendars in Period Source. Enter the cost calendar period from which you are copying overhead details.
Enter the cost calendar period to which you are copying overhead details in Period Target. To copy overhead details to all periods, leave this field blank.
Click All Periods to copy overhead details to all subsequent open or frozen periods in a given calendar. If it is checked, then the target period (Period To) is cleared.
Enter the cost type code from which you are copying overhead details in Cost Type From.
Enter the cost type code to which you are copying overhead details in Cost Type To.
When you try to copy overheads to Actual Cost type, a warning displays. When you run the Actual Cost process, all the copied overheads are deleted.
Selection Range
To restrict the copy to a range of items, enter the opening end and the closing end of the item number range in Item (From and To).
To restrict the copy to a range of item cost categories, enter the opening end and the closing end of the cost category range in Cost Category (From and To).
Existing Overhead
The Existing Costs field contains following options:
Remove Before Copy:Select Remove Before Copy option to remove current overhead details as a result of the copy process. The current overhead details are copied based on the other criteria you have entered, but the original component overhead details are deleted.
Replace During Copy: Select Replace During Copy option to merge the current and copied overhead details during the copy process. The resulting overhead details is different from the one that was replaced.
You can copy percentage overhead values from one calendar period to another. It eliminates the need for defining overhead percentages manually for each calendar and period.
You can define overhead percentages once for one calendar and period and then use the copy overhead percentage window to copy that data over to another calendar, to one or all periods.
You can leave the target period blank, in which case:
If the target calendar code is same as the source calendar code, then the overhead percentage is copied to all the subsequent periods of target calendar.
If the target calendar code is different from the source calendar code, then the overhead percentage is copied to all the periods of the target calendar.
You can limit the number of records to be copied to target calendar and periods by selecting the range of overhead codes.
Navigate to the Copy Percentage Overheads window.
Enter the legal entity from where you are copying the percentage overhead data in Legal Entity From.
Enter the legal entity to where you are copying the percentage overhead data in Legal Entity To.
Enter the cost Calendar From where you are copying the percentage overhead data. Cost calendars are set up using the Cost Calendar window.
Enter the cost Calendar To where you are copying the percentage overhead data. Cost calendars are set up using the Cost Calendar window.
Enter the cost calendar Period From which you are copying the percentage overhead data. You can copy percentage overheads from one period to another or to all periods in the same or different calendars.
Note: You can copy percentage overheads from a frozen or closed period to an open one. However, you cannot copy overheads to a frozen or closed period from an open one.
Cost calendars periods are set up using the Cost Calendar window.
Enter the cost calendar Period To which you are copying the percentage overhead data. To copy percentage overhead data to all periods, leave this field blank.
Note: You can copy percentage overheads from a frozen or closed period to an open one. However, you cannot copy overheads to a frozen or closed period from an open one.
Cost calendars periods are set up using the Cost Calendar window.
Click All Periods to copy percentage overhead data to all subsequent open or frozen periods in a given calendar. If it is checked, then the target period (Period To) is blanked out.
Enter Standard as the Cost Type code to be used. Only the Standard Cost type is supported. Required.
Selection Range
Enter or select a Overhead Code for which percentage will be specified. Required.
Existing Percentage
The Existing Costs field contains following options:
Remove Before Copy: Select Remove Before Copy option to remove existing percentage overheads in target periods before the copy process. The current overhead is copied based on the other criteria you entered, but the original percentage overhead is deleted.
Replace During Copy: Select Replace During Copy option to overwrite current percentage overhead cost during the copy process. The resulting percentage overheads are different from the one that was replaced. While doing so, if system finds matching record at target calendar, period then the record is updated with the source information else new record is inserted.
Set up the rollup source organization and then copy the set up data to other organization , calendar, period, and item.
To copy rollup source organizations
Navigate to the Copy Rollup Source Organizations window.
Enter the Organization to copy to.
Enter the Calendar to copy to.
Enter the Period to copy to.
Enter the Item Category to copy to.
Enter the item to copy to in Item.