Roll Up Costs

Use the Roll Up Costs scheduled process to create standard costs for configured items as purchase orders are approved and work orders are released into production.

In the Create Cost Scenario task you can set the scenario type to either Regular Items or Configured Items. For cost scenarios with the scenario type set for Configured Items, you can schedule the Roll Up Costs process to automatically calculate costs as new orders come in.

When to Use

If you use the standard cost method to account for configured items, you need to have a standard cost defined for the items before the transactions can be costed and accounted. The Roll Up Costs process helps you automate the task of creating standard costs for configured items. This scheduled process automatically identifies new approved purchase orders for configured items and new manufacturing work orders for configured items. When the process finds a new order it will roll up the costs and the Update Standard Costs process will publish the costs for cost accounting purposes.

Note: This scheduled process doesn’t prevent you from selecting cost scenarios with the scenario type set to Regular Items. But, that isn’t the primary use case for this scheduled process. The more typical use case for regular items isn’t on a scheduled frequency, rather, it's in an interactive user mode, as needed.

Privileges Required

• Roll Up Costs (CST_PERFORM_COST_ROLLUP)

Specifications

Review the following before setting up this process:

Specification	Description
Job Type	Scheduled or as needed.
Frequency	As required, usually daily, or a couple times per day to align with purchase order approval activities, manufacturing work order release cadence, and shifts on the shop floor.
Time of Day	Any time.
Duration	Runtime of this process will vary based on the number of new orders for items.
Compatibility	There are no incompatibilities.

Parameters

Parameter	Optional or Required	Description	Parameter Value	Special Combinations Required	Notes
Scenario	Required	You can run the process for a cost scenario.	Cost Scenario Name	N/A	N/A

You define cost scenario on the Create Cost Scenarios page in the Cost Accounting work area. Set the scenario type to Configured Items when creating the cost scenario.

Troubleshooting Information

• You can view the status of the process in the Scheduled Processes work area.

• Error and warning messages encountered while running the process are displayed in the process log file.

• When the process is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the Scheduled Processes work area.

• You can also view standard costs on the Manage Cost Scenarios, Manage Standard Costs, View Rolled-up Costs, and View Scenario Exceptions pages in the Cost Accounting work area.