Integration of COSMO Calculation in Document BOMs and Construction Orders
Using functionality from both COSMO Calculation and COSMO Discrete Manufacturing, calculations can be created for Document BOMs in the Job Budget Calculation line and Construction Orders created from the Job Planning and Processing line. Additionally, calculated values from the Document BOM/Construction Order can be transferred back to the unit cost and price on the job line, as well as the item master.
As with running a calculation for the Job Budget Calculation lines, the lines of the Document BO/Construction Order must contain relevant Calculation Groups Codes.
Create Calculation for Document BOM/Construction Order
The calculation is created differently depending on the source document.
Document BOM
Once a Document BOM is created for a Job Budget Calculation line, choose Line > Calculation on the Related menu of the Document BOM to create the calculation.
The process of creating a calculation for a Document BOM is generally the same as creating one for a Job, except that instead of a dialog box to select a job calculation type in the new Calculation Card, the Calculation Schedules page opens, where the calculation schedule for the Document BOM calculation must be selected.
Choose the OK button to select the calculation schedule; the Calculation Card is updated with the information from the Document BOM as well as the lines from the calculation schedule. The Document FastTab refers to the Document BOM for the job.
To see calculated values, choose the Update Calculation action.
Construction Order
Once a Construction Order is created for a Job Planning and Processing line, choose the Yes value in the Construction Order field or Procurement > Processing Documents to open the related Construction Order. In the Construction Order, choose Construction > Calculation on the Related menu to create the calculation.
The process of creating a calculation for a Construction Order is generally the same as creating one for a Job, except if no calculation exists, then an empty Calculation Card opens and there is no dialog box to select a job calculation type in the new Calculation Card.
After creating a new calculation, either select a calculation schedule if a default has not been assigned to the item, or the default schedule will be used automatically. The Calculation Card is updated with the information from the Construction Order as well as the lines from the calculation schedule. The Document FastTab refers to the Construction Order for the job.
To see calculated values, choose the Update Calculation action.
Transfer Values
The Transfer Value function on the Calculation Card transfers the following based on the Value Transfer Option setting in the Calculation Schedule:
- calculated unit cost/price to the item
- calculated unit cost/price to the job line
This function can only be run if the Status is set to Certified; if it is not certified when the function is run, a message opens stating that it will certify the calculation and then open the Transfer Calculation Value page.
The Current Value field shows the current unit cost/price on the Item Card and Job Budget Calculation line. The Calculation Value field shows the calculated value on the Calculation Card.
Lines with the Transfer checkbox selected will be transferred to the item master and/or Job Budget Calculation line. Choose the OK button to complete the transfer process.
Note
The Sales Price transfer option has no functionality in COSMO Project Manufacturing.
Concurrent Calculations
The concurrent calculations for Document BOMs/Construction Orders are created and managed the same as for job calculations.
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