Create or edit attributes for a Cost Sheet.

• Sequence is a numeric used for the the list displayed on the Cost Sheets tab. This auto increments by 10 on a new cost sheet. 
• Cost Sheet is a name to identify this cost sheet.
• Work Centre for the Cost Sheet. Leave blank unless you are equating a Work Centre with a whole cost sheet. This would only be the case if you were using Job Work Centres and were identifying the work from a chronological perspective. The Work Centre can be entered on the individual Cost Sheet transaction lines or will default from the Activity Code.
• Price Code sets the default retail price code for all the Cost Transactions if you are pricing from the individual Cost Sheet transaction lines.
  You can change the Price Code by entering a new code. The default is specified by the Quote Default Price Code control parameter.
• Activity Group to be used in defaulting the cost line Work Centres.
• Job for the Cost Sheet, a valid Job being the Header or SubJobs linked to the Quote Header.
• Entered By is the person capturing the Cost Sheet.
• Description in brief for this Cost Sheet.
• Details allows for a more detailed narrative of the cost sheet if required, with basic formatting support.

Summary

Provides a summary aggregated by Cost Category. 'General' is the default cost category if not explicitly set up on the activity. 

• Cost aggregates the cost sheet line Total Cost values by cost category.
• Sell aggregates the cost sheet line Total Selling values by cost category.
• Margin is calculated as the Sell - Cost for the cost category.
• Margin% is calculated as the (Sell - Cost)/Sell for the cost category.
• Markup% is calculated as the  (Sell - Cost)/Cost for the cost category.

The Lines tab support the breakdown of costs in 3 Input style, each supporting further levels of flexibility and sophistication. 

• Input style for this cost sheet, the default style At Revenue & Cost Element is the most flexible.

  Note
  The input style is fixed after saving

   

  . The

  input style is fixed after saving

  default style At Revenue & Cost Element is the most flexible.

  • At Activity, Work Centre allows for a basic breakdown using activities only.
  • At Cost Element allows for a breakdown by the standard types - Activity, Labour, Plant, Stock
  • At Revenue & Cost Element allows for grouping the cost elements lines into a single revenue line
    
    
• Grid Sort specifies the row sort order, the default is Sequence No which is .
  • Sequence No is the entered sequence
  .

• • Activity, Work Centre

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• Input style of
  • is a combined sort in this precedence
  • Work Centre, Activity is a combined sort in this precedence

At Activity, Work Centre

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• Details specifies information or specification about the line being quoted.
• Line Code in this input style is equivalent to the Activity.
• Unit is the unit of measurement for this line.
• Qty is the quantity of units being quoted.
• Cost Rate may default based on the Activity selection but can be modified to what you believe is most accurate.
• Total Cost is the Qty multiplied by the Cost Rate fields.
• Markup% is the cost markup to be applied to sell, as displayed in Selling Rate 
• Selling Rate is the result of the Markup% applied to the Total Cost.
• Activity availability depends on the Activities in the global list as well as the Activity Group selected for the Job in Job Maintenance.
• Work Centre will need to be selected from the Work Centres available.
• Description will default based on the Activity selection, but can be modified.