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    Create a Calculation

    New cost estimates are created in the Calculation Card either manually or from an existing calculation schedule.

    To create a calculation

    1. Access the Calculations list from Tell Me, the item, or sales/production order/assembly/service document line.
    2. Choose the New action and then choose the Enter key to assign a number.
      The Calculation Schedules page opens.
    3. Select an existing schedule and then choose the OK button or choose the Cancel button to create a calculation manually.

    Depending on how the calculation originates, information in the FastTabs are pre-populated. If a calculation schedule was selected in step 3, the lines are automatically populated based on the calculations defined in the schedule.

    For descriptions of the fields on the Calculation Card, see Calculation Card.

    To calculate the lines

    To calculate the lines, choose the Update Calculation action. Run this function when changes are made to see current calculations.

    To see calculated line details

    The Calculation Detail Lines page displays an overview of all cost estimates for the calculation or the detail of the cost calculated on a specific line.

    • On a calculation line in the Lines FastTab, choose the value in the Value (LCY) field to open the detailed calculations.
    • On the Calculation Card, choose Calculation > Calculation Detail Lines on the Related menu to open the overview page.

    In the Type field, choose the Toggle Expand / Collapse All icons to expand or collapse all the levels, or the Expand row Collapse row icons to expand/collapse individual rows.

    To finish the calculation

    To continue with other processes, such as transfer value, change the Status field to Certified.

    See Also

    Calculation Processes


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