Cost Rollup for Configured Items

For configured items, you can run the Roll up Costs process as and when the business needs, that's to say you can run the process on-demand, enabling you to calculate and publish the latest costs for manufactured and procured items.

You can also calculate the costs of manufactured configured items before the transactions occur to plan for the costs. That's to say, you can plan the costs for manufactured configured items without a work order. You can define a schedule to run the Roll up Costs process for configured items on a periodic basis.

When you set the rollup scope to Unprocessed Purchase Orders and Work Orders, after a purchase order for a procured configured item is approved or a work order for a manufactured configured item is issued, the Roll up Costs process rolls up the costs of that item for the new purchase order or work order, using the effective component costs, resource rates, and overhead rates.

When you set the rollup scope to Where Used, the Roll up Costs process uses the latest snapshot of the configured items with published costs and identifies the impacted elements, such as manufactured items with open work orders, procured items with open purchase orders, or if there aren't any open work orders and purchase orders, then items with positive on-hand quantity. The process uses the standard costs and resource rates that you've defined along with the latest snapshot of the configured items to recalculate the cost of the configured items.

When you set the rollup scope to Selected Items, you must select the items for which the costs must be rolled up. If you select an assemble to order model, then the cost of all associated configured items will be rolled up. For manufactured items, the process snapshots the work definition of the configured items. For procured items, the process identifies the most recent purchase order. The Roll up Costs process calculates the costs using the effective component costs, resource rates, and overhead rates.

When you set the rollup scope to Selected Item Categories, you must select the item categories for which the costs must be rolled up. The process identifies all the items for a selected item category and calculates the costs similar to when the rollup scope is set to Selected Items.