Burden Cost Maintenance

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Purpose

Overview

Use Burden Cost Maintenance to facilitate pricing timing. If price matrix records are set up as a multiplier of product/location burden cost, it is not always practical to directly enter all of the new burden costs in Product Location Maintenance on the date that these costs and prices become effective. This program allows you to enter new burden costs prior to an effective date, then update them on the effective date.

Images\warning.gif If you are using this method to change burden costs, you should avoid updating burden cost directly in Product Location Maintenance , except when setting up a new product.

Burden cost change information is stored in the oe-na-change table.

Creating New Burden Cost Changes

To create burden cost changes:

  1. Select the location, supplier, categories, subcategories and products that are getting burden cost changes. You can create burden cost changes as a percentage change from the existing burden cost (if doing a group of products), or create a specific burden cost if selecting a specific product.

  2. Enter the future effective date in the Effective Date field.

  3. Click the Create button in the ribbon. Burden cost changes that have not been implemented up to the date entered in the Show Records As of field display on the Results tab.

  4. For quick editing, you can change the amounts and dates in the New Amount and Effective Date columns.

Mass Updating of Burden Costs on Product/Location

To mass update previously-created burden cost changes:

  1. Enter the effective date in the Show Records As of field.

  2. Click the Show Data button in the ribbon. All burden cost changes that will be implemented display on the Results tab.

  3. Click the Update Burden Cost button in the ribbon to implement (i.e., update all relevant product location records).

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Burden Cost Maintenance window.

Delete

Click this button to delete the selected burden cost change in the Results grid.

Create

Click this button to create burden cost changes based on the selected criteria.

Show Data

Click this button to refresh data in the Results grid.

Update Burden Cost

Click this button to implement all burden cost change records displayed in the Results grid (i.e., the product/location records are updated) and marked as completed.

Delete All

Click this button to delete all burden cost changes in the Results grid.

Select Tab Fields and Buttons

Field or Button

Description

All Locations

Select this check box to display or create burden cost changes for all locations. This check box is selected by default.

Location

Enter a location prefix or name for which to display or create burden cost changes, or click the Lookup button to select a location prefix or name. This field is only enabled if you clear the All Locations check box.

All Suppliers

Select this check box to display or create burden cost changes for all suppliers. This check box is selected by default.

Supplier

Enter a supplier code or name for which to display or create burden cost changes, or click the Lookup button to select a supplier code or name. This field is only enabled if you clear the All Suppliers check box.

All Categories

Select this check box to display or create burden cost changes for all product categories. This check box is selected by default.

Category

Enter a product category ID or name for which to display or create burden cost changes, or click the Lookup button to select a category ID or name. This field is only enabled if you clear the All Categories check box.

All Subcategories

Select this check box to display or create burden cost changes for all product subcategories. This check box is only enabled if you clear the All Categories check box, and is selected by default.

Subcategory

Enter a product subcategory ID or name for which to display or create burden cost changes, or click one of the Lookup buttons to select a subcategory ID or name. This field is only enabled if you clear the All Subcategories check box.

All Products

Select this check box to display or create burden cost changes for all products. This check box is selected by default.

Product

Enter a product code or name for which to display or create burden cost changes, or click one of the Lookup buttons to select a product code or name. These fields are only enabled if you clear the All Products check box.

Position to Product

Enter a product to position at the top of the Results grid, or click the Lookup button to select a product.

Amt/Perc

Select whether a burden cost change for a single product is an amount or percentage. These radio buttons are only enabled if you clear the All Products check box.

Percent Change/New Amount

Enter a percentage or an amount change of the burden cost. If you are changing burden costs for all products, you must enter a percentage.

Effective Date

Enter the date the new burden cost is to go into effect, or click the drop-down arrow to select a date.

Show Records As of

Enter a date to display burden cost changes with an effective date equal to or before this date, or click the drop-down arrow to select a date.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays burden cost changes for products/locations based on the selected criteria on the Results tab. You can enter a new amount or effective date for each product/location.