Generate Cost Rollups

Form ID: (AM518000)

On this form, you can generate cost rollups that you can later process on the Process Cost Rollup Results (AM508000) form. You can also create automation schedules to generate cost rollups as frequently as needed.

For more information about the cost rollup process, see Bills of Material: Updating Standard Costs.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Starts the cost rollup process for the BOMs selected in the table—that is, for the BOMs for which the Included check box is selected. This button is not available if Level is set to Multi because multilevel mode requires top-level BOMs to be processed at the same time as BOMs of all their subassemblies.
Process All	Starts the cost rollup process for all BOMs displayed in the table.
Process Rollups	Opens the Process Cost Rollup Results (AM508000) form.
View Archived Rollups	Opens the Archived Cost Rollups (AM408000) form.

Selection Area

You can use the settings in this area to narrow the range of bills of material listed in the table. The area also contains settings that are used during the cost rollup process. You can:

Target individual BOMs or filter them by item class, warehouse, or revision
Include subassemblies in multilevel cost rollups
Roll up costs for all BOMs related to a particular material
Exclude BOMs based on the replenishment source


Element	Description
Level	The depth of cost calculation, which indicates whether the system should calculate costs for included subassemblies. You can select either of the following options: Single (default): Calculates the costs only for the current level of each bill of material by adding material, labor and overhead costs. For subassemblies and purchased components, the system uses the cost specified for the item on the Stock Items (IN202500) or Item Warehouse Details (IN204500) form. Attention: The Item Warehouse Details (IN204500) form is used only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form and the warehouse-specific settings have been specified for the item. For non-stock items, the system uses the standard cost specified for the item on the Non-Stock Items (IN202000) form. Multi: Rolls up costs level by level from the bottom up. This means that the system first calculates costs for all subassemblies included in a bill of material, starting from the lowest-level subassemblies, and then uses these costs in calculation of the top-level BOM costs.
Item Class	The item class assigned to the stock items whose BOM costs you would like to roll up. If Multi is selected in the Level box and the BOM assigned to an item of the class includes subassemblies, the system will calculate costs of the related subassemblies with any item class.
Warehouse	The warehouse assigned to bills of material for which you costs will be rolled up. If Multi is selected in the Level box and the BOM includes subassemblies, the system will calculate costs of the related subassemblies with any warehouse.
Inventory ID	The identifier of the stock item for whose BOMs costs will be rolled up. If Multi is selected in the Level box and the bill of material assigned to the item includes subassemblies, the system will calculate costs for the subassemblies and list the subassembly records in the table.
BOM ID	The bill of material for which costs will be rolled up. If Multi is selected in the Level box and the BOM includes subassemblies, the system will calculate costs for the subassemblies and list the subassembly records in the table.
Revision	The revision of the BOM specified in the BOM ID box for which costs will be rolled up.
BOM Material ID	The ID of the material used in BOMs for which costs will be rolled up. If Multi is selected in the Level box, the system searches the BOMs in which the material is used, identifies the top-level BOMs for them, and displays all BOMs in the hierarchy of the top-level BOMs.
Effective Date	The date within the BOM's effective date range. The table displays only the BOMs that are active on the selected date.
Ignore Replenishment Source	A check box that you select to display BOM records in the table regardless of their replenishment source. If this check box is cleared, only BOMs with the Manufacturing replenishment source are displayed.
Include Fixed Costs	A check box that you select if the system should include all fixed costs (such as the setup time of an operation or fixed overhead costs) in the BOM cost.
Include Material Scrap Factors	A check box that you select if the system should consider the scrap factor specified for materials on the Materials tab of the Bill of Material (AM208000) form during the cost rollup process.
Ignore Min/Max/Lot Size Values	A check box that you select if the system should ignore the Min Order Qty., Max Order Qty., and Lot Size settings on the Manufacturing tab of the Stock Items (IN202500) or Item Warehouse Details (IN204500) form when calculating fixed costs (such as labor or overhead costs) during the cost rollup. Attention: The Item Warehouse Details (IN204500) form is used only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form and the warehouse-specific settings have been specified for the item.
Use Pending Standard Cost for Purchased Items	A check box that you select if the system should use the pending standard cost instead of the standard cost for purchased items when rolling up costs. This check box applies only to items with a valuation method of Standard.

Table

The table lists the bills of material that match the criteria specified in the Selection area.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column	Description
Included	A check box that you select to include the BOM in processing when you click Roll Costs, Archive, or Update Pending on the form toolbar.
BOM ID	The ID of the bill of material.
Revision	The revision of the bill of material shown in the BOM ID column.
Warehouse	The warehouse assigned to the BOM.
Inventory ID	The stock item used in the BOM.
Source	The replenishment source of the stock item used in the BOM. If the Multiple Warehouses feature is enabled on the (CS100000) form, this value is copied from the Source box on the Inventory Planning tab of the Item Warehouse Details (IN204500) form. If this feature is disabled, this value is copied from the Source box on the Inventory Planning tab of the Stock Items (IN202500) form.
Type	The type of the stock item used in the BOM. This type is assigned to the stock item in the Type box on the General tab of the Stock Items (IN202500) form.