Job Budget Calculation Page
In the Job Budget Calculation page, a significant number of fields are populated with default values from the work packages (Type and No. of the selected components). Many of these fields were defined in Setup and others are defined within the relevant process sections. Therefore, this section does not provide a complete description of each field.
The fields in the Job Budget Calculation page are described in the following table.
Note
Some of the field calculations are based on special line settings, such as Rollup functionality, job charges, and budgeting. Therefore, field calculations described in this section are described based on general line settings.
| Field | Description |
|---|---|
| +/- | Indicates if the directory levels are expanded or collapsed (see Job Directories). |
| WBS | Indicates the line position or level created using the New Position or New Level functions (see Work Packages and Positions and Levels). |
| Type | Together with the No. field, creates the work package in the job structure. The work package can be set up with the following components: Service, Item, General, Traveling, Machine Center, and Work Center. |
| No. | Identifies the specific number of the component entered in the Type field. |
| Description | Description of the component selected in the Type and No. fields; can be edited. |
| Quantity | Indicates the number of units to be budgeted for the component; can be auto-calculated based on Rollup Type and Summarized Positions. |
| Unit of Measure Code | Identifies the unit of measure to be budgeted for the component. |
| Rollup Type | Summarizes lines on the next higher level in the hierarchy (see Rollup Functionality). |
| Manual Pricing | By-passes automatically triggered pricing (see Manual Pricing). |
| Direct Unit Cost | Displays the direct unit cost from the component or work type costing; can be manually changed. |
| Total Direct Cost Budget (LCY) | Displays the calculated value of Quantity * Direct Unit Cost (LCY). |
| Indirect Cost % | Identifies a special job charge that will be used to calculate the Unit Cost (see Job Charges). |
| Extra Charge % | Identifies a special job charge that will be used if no Unit Price is found. If a Unit Price is found, this field is calculated. For more information, see Job Charges. |
| Unit Price (LCY) | Unit price (in local currency) from the component or calculated by the Extra Charge % field or manually entered. |
| Sales Line Amount Budget (LCY) | Displays the calculated value of Quantity * Unit Price (LCY). |
| Budget / Budget Costs | Enables fixed calculation values to be assigned to WBS positions (see Budgeting). |
| Sales Code | Determines the sales process for the WBS position (see Sales Codes). |
| Sales Quote | Indicates if a Sales Quote exists for the WBS position. |
| Sales Order | Indicates if a Sales Order exists for the WBS position. |
| Calculation Group | Transfers from the selected component (see Calculation Schedules). |
| Calculation Schedule | Indicates if a Calculation Schedule exists for the WBS position (see Calculation Schedules). |
| Calculation Schedule Value | Displays values calculated in the Calculation Schedule if the Show Job Budget Lines function is called from Calculation Schedule subpage. |
| Comment | Indicates if a job comment line exists for the WBS position. |
| Comment General | Indicates if a job comment line with Comment Type = General exists for the WBS position. |
| Comment Long Text | Indicates if a job comment line with Comment Type = Long Text exists for the WBS position. |
| Comment Procurement | Indicates if a job comment line with Comment Type = Purchase exists for the WBS position. |
| Comment Sales | Indicates if a job comment line with Comment Type = Sale exists for the WBS position. |
| Component Type | Indicates an alternative, user-defined component package, entered by leaving the Type and No. fields empty. |
| Department Code | Dimension information to be assigned to the job budget line. This field is dynamic and will match the company's selection for Global Dimension 1. |
| Description 2 | Value from the Description 2 field of the component selected in the Type and No. fields; can be edited. |
| Direct Unit Cost (LCY) | Direct unit cost from the component or work type costing (in local currency); can be manually changed. |
| Inv. Discount Amount (LCY) | Displays the invoice discount amount granted in the related sales document. |
| Milestone Triggers | Indicates the number of milestone triggers have been set up for the WBS position (see Processing with Milestones). |
| Outline Code | Use this field to enter your own structure information. Creates a job structure with fixed codes. In contrast to the WBS position, this field is not affected by structural shifts and can be edited directly by the user. |
| Procurement Finish Date | Indicates the date procurement is set to be finished; calculated in the Job Planning and Processing page (see Procurement). |
| Profit % | Indicates the percent margin of the WBS position. |
| Profit Amount Budget (LCY) | Displays the difference between Total Price Budget (LCY) and Total Cost Budget (LCY). |
| Project Code | Dimension information to be assigned to the job budget line. This field is dynamic and will match the company's selection for Global Dimension 2. |
| Purch. Currency Code / Purch. Currency Date | Identifies a foreign currency to be used for purchase price calculations on the WBS position (see Calculation with Currencies). |
| Purch. Line Discount % | Displays the discount percent assigned to the purchase line. |
| Purch. Line Discount Amount | Indicates the purchase discount amount granted based on the Direct Unit Cost and Purch. Line Discount %. |
| Quantity per | Sets the Rollup Type field to BOM and calculates the quantity = upper line Quantity * Quantity per. |
| Rem. Budget Quantity (Base) | Displays the difference between the Quantity and the sum of the amounts from related substructures. |
| Rem. Budget Total Cost (LCY) | Displays the difference between the Total Cost (LCY) and the sum of the amounts in the associated substructures. |
| Rem. Budget Total Direct Cost (LCY) | Displays the difference between the Total Direct Cost (LCY) and the sum of the amounts from the associated substructures. |
| Rem. Budget Total Price (LCY) | Displays the difference between the Total Price (LCY) and the sum of the amounts from the associated substructures. |
| Responsible | Indicates if a job team member has been assigned to the WBS position. |
| Routing Link Code | Indicates the routing link code that is used when exploding BOMs and Routings to the Job Budget Calculation (see Entering BOMs in Job Structure). This value is then transferred to the Production Order. |
| Sales Currency Code / Sales Currency Date | Identifies a foreign currency to be used for sales price calculations on the WBS position (see Calculation with Currencies). |
| Sales Line Amount | Displays the calculated value of Quantity * Unit Price (LCY). |
| Sales Line Disc. Amount (LCY) | Displays the difference between the Sales Line Amount and Sales Line Disc. Amount fields (in local currency). |
| Sales Line Discount % | Displays the discount percent assigned to the sales line. |
| Sales Line Discount Amount | Displays the difference between the Sales Line Amount and Sales Line Discount Disc. Amount fields. |
| Sales Milestone | Indicates if the WBS position has milestone triggers (see Processing with Milestones). |
| Service Item No. | Identifies a service item number to be used when creating a service order for a WBS position (see Service Module Integration). |
| Setup Time | Transfers from the selected component (Type = Machine Center). |
| Special Alternative to WBS | Indicates the connection to the alternate WBS position for the special position (see Special Positions for Sales Documents). |
| Special Position | Identifies a WBS position that is not included in the calculation because it only provides information about quantity and price (see Special Positions for Sales Documents). |
| Special Quantity | Indicates a quantity for the special position in which no calculation values are calculated (see Special Positions for Sales Documents). |
| Summarize Position | Creates a sum for a component without the value of this sum being used in the calculation (see Summarize Position). |
| Total Cost Budget (LCY) | Displays the calculated value of Quantity * Unit Cost (LCY) in local currency. |
| Total Cost Procurement (LCY) | Displays the calculated value of all related procurement lines from the Total Cost (LCY) field. |
| Total Price | Displays the calculated value of Quantity * Unit Price (LCY). |
| Total Price Budget (LCY) | Displays the calculated value of Quantity * Unit Price (LCY) in local currency. |
| Travel Code | Transfers from the selected traveling expense component (see Traveling Expenses). |
| Unique No. | Indicates the auto-generated number that is assigned to the job lines as they are created. This field is a useful element in many error messages but is not shown by default. |
| Unit Cost (LCY) | Displays the Direct Unit Cost in local currency. If Indirect Costs % are used it displays the Direct Unit Cost plus Indirect Costs in local currency. |
| Unit Price | Displays the Unit Price in foreign currency if a job currency is used. |
| Unit Price Base | Determines if the unit price is based on Cost or Price; used with the Recalculate Charges function. |
| Variant Code | Transfers from the selected component (Type = Item). |
| Vendor No. | Transfers from the selected component; used with special vendor pricing (see Special Direct Unit Costs from Vendors). |
| Work Type Code | Transfers from the selected component (see Work Types). |
| Checklist No. | Indicates the Checklist No. of related Checklist from COSMO Discrete Manufacturing integration (see Integration of COSMO Discrete Manufacturing). |
| Document BOM No. | Indicates the Document BOM No. of related Document BOM from COSMO Discrete Manufacturing integration (see Integration of COSMO Discrete Manufacturing). |
| Prod. Order from Document BOM | Indicates if a Document BOM has been created for the WBS position from the COSMO Discrete Manufacturing integration, and therefore a Production Order will be created from the Document BOM. For more information, see Integration of COSMO Discrete Manufacturing. |
Paths
Below the lines section, you can view the path from the top position to the current level of a line by selecting the line.
Action Bar
The action bar includes action menus specific to COSMO Project Manufacturing. The actions in each menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Home | New Position | Creates a new position in the Job Budget Calculation page. |
| New Level | Creates a new level below the position in the Job Budget Calculation page. | |
| Delete Position | Deletes a position and all related levels in the hierarchical structure. | |
| Copy from | Copies WBS positions from one job to another. For more information, see Copying Positions and Levels. | |
| Create Sales Quote | Creates a Sales Quote. A dialog box will open with the following options: - Current line: only the selected line is included on the quote - Current line + sub-structure: the selected line and related positions/levels are included on the quote - All lines: all lines are included on the quote - Selected lines: only selected lines are included on the quote - All lines without components: all relevant WBS positions are included on the quote For more information, see Create Sales Quotes. |
|
| Position Card | Opens the Job Position Card page, which provides a card view of all the information in the Job Budget Calculation page for the selected WBS position. | |
| Job Charges | Opens the Job Charges page, which displays all extra charges relating to the job. For more information, see Job Charges. | |
| Processing | Planning and Processing / Sale / Rolling Calculation | The actions on the Processing menu provide direct access to the other pages relating to the job. Each page is described in more detail in other topics. |
Actions Menu
The actions on the Actions menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Move | Up / Down / Outdent / Indent | Moves Positions and Levels by direction and degree. For more information, see Moving Positions and Levels. |
| Expand/Collapse | Current Position / Expand All / Collapse All / Expand to Level 2 .. Expand to Level 5 | Expands or collapses the directory levels: - Current Position: only relevant on Position lines, expands or collapses Positions depending on the current state. For example, expanded lines within the Position will be collapsed when the function is run. - Expand All: expands all levels in the Job Budget Calculation. - Collapse All: collapses all levels to the Position level. - Expand to Level 2 .. Expand to Level 5: expands/collapses lines to specific levels. For example, if all lines are expanded but you want to see level 3, then choose the Expand to Level 3 action. All of the levels greater than level 3 are collapsed; therefore, showing only levels 1–3. NOTE: The Expand/Collapse actions are disabled if filters are set in the Job Budget Calculation page. |
| Functions | Update Calculation | Updates the existing calculation depending on the line type. Also, depending on the selected line when the action is accessed, a selection dialog box may open first to ensure that the correct line(s) are included in the update. For more information, see Update Calculation. |
| Move Position | Moves a job position (including its substructure) to any position in the Job Budget Calculation. For more information, see Moving Positions and Levels. | |
| Expand BOM | Explodes the BOM in the Job Budget Calculation line if it was not exploded when the item was inserted. For more information, see Entering BOMs in Job Structure. | |
| Search and Replace Components | Replaces multiple lines of the same Item, Service Resource, and General Component with another component in one step. For more information, see Search and Replace Components. | |
| Create Calc. Schedule | Creates a new Calculation Schedule for the selected WBS position. For more information, see Calculation Schedules. | |
| Create Item & Prod. Structure | Used with the integration of COSMO Process Manufacturing (see Integration of Document BOMs and Production Structures). | |
| Sales Quote | Update Sales Quote | Updates the existing Sales Quote lines with any sales-specific changes. For more information, see Create Sales Quotes. |
| Sales Order | Create Sales Order | Creates a Sales Order. A dialog box will open with the following options: - Current line: only the selected line is included on the order - Current line + sub-structure: the selected line and related positions/levels are included on the order - All lines: all lines are included on the order - Selected lines: only selected lines are included on the order - All lines without components: all relevant WBS positions are included on the order |
| Update Sales Order | Updates the existing Sales Order lines with any sales-specific changes. If multiple sales orders exist and the budget quantity has been increased, the remaining quantity not assigned on a sales order line will be added to the quantity in the selected sales order. | |
| Expand Sales Order | Expands the lines in an existing Sales Order if new positions have been commissioned, for example, a supplement position. You can also use this function to add a new WBS position to multiple existing Sales Orders that were created initially with the same WBS position; however, the same WBS position cannot be added more than once to a single Sales Order. In this case, a message displays the number of lines that were inserted. If the new Sales Line cannot be inserted in the correct position, it is inserted at the end. |
Related Menu
The actions on the Related menu are described in the following table.
| Menu | Action | Description |
|---|---|---|
| PQM | Create PQM / Show PQM | The actions on the PQM menu are related to the Purchase Quotes Manager functionality. For more information, see Integration of COSMO Purchase Quotes Manager. |
| MS Project | MSP Codes / Import / Export | The actions on the MS Project menu are used with the Microsoft Project integration. For more information about using these actions, see Microsoft Project Integration. |
| Line | Dimensions | Opens the Job Line Dimensions page, which displays any dimensions assigned to the job line. |
| Comments | Job Comments can be added to the Item Card, Service Card, and General Component Card. These comments will then be copied to the appropriate job view when the component is selected in the Job Budget Calculation page. The options are General, Rough Concept, Detailed Concept, Execution, Support, Procurement, Sale, and Long Text. |
|
| Calculation Schedule | Opens the Job Calc. Schedule Job Line page, which displays calculations for the job line. For more information, see Calculation Schedules. |
|
| Milestone Triggers | Opens the Job Sales Milestone Triggers page, which displays any milestone triggers that have been assigned to the job line. For more information, see Processing with Milestones. |
|
| Sales Quote | Opens the related Sales Quote for the line or the Sales List page if multiple quotes exist. | |
| Sales Order | Opens the related Sales Order for the line or the Sales List page if multiple orders exist. | |
| Ledger Entries | Opens the Project Ledger Entries page, displaying all posted entries for the selected line. | |
| Job Documents | Opens the Job Documents page, which displays all documents relating to the selected line. | |
| Change Log Entries | Opens the Change Log Entries page, which displays changes made to the selected job line. | |
| Checklist | Opens the Checklists page, which displays checklists relating to the integration with COSMO Discrete Manufacturing. For more information, see Integration of COSMO Discrete Manufacturing. |
|
| Document BOM | Opens the document BOM relating to the integration with COSMO Discrete Manufacturing. If no Document BOM exists, a message opens asking if you want to create a new Document BOM. For more information, see Integration of COSMO Discrete Manufacturing. |
FactBoxes
The Job Budget Calculation page includes two COSMO Project Manufacturing-specific FactBoxes:
- WBS Calculation – displays quantity, costs, price, profit, and remaining budget information about the budget calculation line.
- Job Comment Lines – displays all comments assigned to the budget calculation line.
If you have the integration with Advanced Manufacturing Suite (AMS), the Document Box FactBox from COSMO Document Management System is available. For more information, see Integration of COSMO Document Management System.
Feedback
Submit feedback for this page .