Checklist-Driven Calculation via Document BOM
When calculating price with the checklist, it is possible to create a quotation costing without providing a document BOM and calculation scheme. The checklist takes over, thereby offering the additional function of a price list or sales manual, where certain options are provided with additional charges and/or if a standard option is deselected, a price reduction will calculate.
Calculating the price with the checklist can be used for the document calculation with the calculation scheme. The function of the document calculation is to verify the unit price in a Project Budget Calculation line based on a BOM.
Note
Checklist Lines with Type = Question, Answer, or Selection Option are included in price calculations; lines with Type = Headline are excluded.
Additionally, only checklist lines with Input Type = Boolean = "true" are included in price calculations.
Checklist Document
On the Document Checklist, the Lines and Calculation FastTab include the fields that are relevant for price calculations on the checklist lines.
Lines FastTab
The fields on the Lines FastTab are described in the following table.
| Field | Description |
|---|---|
| Add. Charge/Price Reduction | If the checklist is used for the unit price calculation, an additional charge/price reduction can be entered on the checklist lines. When the checklist is opened on the document, this price is included in the price calculation if the Selected checkbox is selected on the line or if the answer line was set up as Selection Option for the question. |
| Formula Add. Charge/Price Reduction | Uses a formula to calculate the increase/decrease in price in the Add. Charge/Price Reduction field when the Recalculate action is run. Choose the first ellipsis button to open the Formula Editor, which can assist with formula creation. Choose the second ellipsis button to insert variables or dyn. user functions. |
| Discount Possible | Determines whether the Add. Charge/Price Reduction on the checklist lines is discountable or not. If this checkbox is selected, then the value in the Discount % field on the Calculation FastTab is deducted proportionally from the Add. Charge/Price Reduction and then added to the unit price. |
| Line Discount | Identifies a discount rate that is applied to the Add. Charge/Price Reduction. This value is calculated in addition to the checklist discount, if the Discount Possible checkbox is selected on the line. |
| Add. Weight/Weight Reduction | Not applicable for COSMO Project Manufacturing. |
Calculation FastTab
The fields on the Calculation FastTab are described in the following table.
| Field | Description |
|---|---|
| Calculation Price Base | Defaults from the Unit Price of the Project Budget Calculation line. |
| Calculation Weight Base | Not applicable for COSMO Project Manufacturing. |
| Discount % | User-defined discount rate that is additionally deducted from the Calculation Price Base as well as from any checklist line with the Discount Possible checkbox selected. For checklist lines with the Discount Possible checkbox is selected, the registered value will be recalculated from the Add. Charge/Price Reduction field and deducted from the Calculation Price. |
| Calculation Price | Displays the system calculated unit price according to the following formula: Calculation Price = "Calculation Price Base" - Discount % -/+ (Add. Charge/Price Reduction - Line Discount) |
| Calculation Weight | Not applicable for COSMO Project Manufacturing. |
| Currency Code | Specifies the currency code for the checklist. For more information, see FCY/LCY and Currency Handling in Calculation. |
| In LCY | Determines whether the calculation price is to be converted into local currency and transferred to the Unit Price (LCY) field in the Project Budget Calculation line when the Transfer Unit Price action is run. |
| Customer No. | Specifies the customer number for the checklist. For more information, see FCY/LCY and Currency Handling in Calculation. |
| Quantity | Specifies the quantity for the price calculation. For more information, see FCY/LCY and Currency Handling in Calculation. |
| Currency Date | Specifies the date where the currency factor is initialized from. For more information, see FCY/LCY and Currency Handling in Calculation. |
| Calculation Date | Specifies the date where the item prices are calculated from. For more information, see FCY/LCY and Currency Handling in Calculation. |
| Base Changed | Indicates whether the unit price of the Project Budget Calculation line was changed since the last price calculation. If it has, then a new calculation is necessary. |
Actions
The actions used with the calculation feature are described in the following table.
| Action | Description |
|---|---|
| Calculate Price | Activates new price calculations for changes in the checklist lines. |
| Recalculate | Recalculates only the formulas in the checklist lines. |
| Transfer Unit Price | Transfers the calculated unit price to the Unit Price field in the Project Budget Calculation line. If the In LCY toggle is turned on in the Calculation FastTab, the calculated unit price is transferred to the Unit Price (LCY) field. |
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