Costing
This guide walks through each screen in the Costing menu of the Manufacturing module: Order Cost Sheets, Variance Analysis, WIP Valuation, Cost Rates, Overhead Rules, Account Mapping, Postings, Period Close, Cost Simulation.
Order Cost Sheets
Where to find itManufacturing → Costing → Order Costs → Order Cost Sheets
How to use Order Cost Sheets
- 1Open Order Cost Sheets
In the Manufacturing module, open Costing in the green navigation bar, then choose Order Cost Sheets under Order Costs.
- 2Review the list
The list shows these columns: ORDER, ITEM, MADE / PLANNED, STATUS, DUE. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Live (open orders), Final (closed).
Variance Analysis
Where to find itManufacturing → Costing → Order Costs → Variance Analysis
How to use Variance Analysis
- 1Open Variance Analysis
In the Manufacturing module, open Costing in the green navigation bar, then choose Variance Analysis under Order Costs.
- 2Use the available actions
Buttons available on this screen: Excel, PDF, Print.
WIP Valuation
Where to find itManufacturing → Costing → Order Costs → WIP Valuation
How to use WIP Valuation
- 1Open WIP Valuation
In the Manufacturing module, open Costing in the green navigation bar, then choose WIP Valuation under Order Costs.
- 2Use the available actions
Buttons available on this screen: Excel, PDF, Print, Retry.
Cost Rates
Where to find itManufacturing → Costing → Rates & Accounts → Cost Rates
How to use Cost Rates
- 1Open Cost Rates
In the Manufacturing module, open Costing in the green navigation bar, then choose Cost Rates under Rates & Accounts.
- 2Use the available actions
Buttons available on this screen: Discard changes, Save changes.
Overhead Rules
Where to find itManufacturing → Costing → Rates & Accounts → Overhead Rules
How to use Overhead Rules
- 1Open Overhead Rules
In the Manufacturing module, open Costing in the green navigation bar, then choose Overhead Rules under Rates & Accounts.
- 2Review the list
The list shows these columns: RULE, KIND OF COST, CHARGED, RATE, APPLIES TO, EFFECTIVE, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Retry, New rule.
Account Mapping
Where to find itManufacturing → Costing → Rates & Accounts → Account Mapping
How to use Account Mapping
- 1Open Account Mapping
In the Manufacturing module, open Costing in the green navigation bar, then choose Account Mapping under Rates & Accounts.
- 2Use the available actions
Buttons available on this screen: Retry.
Postings
Where to find itManufacturing → Costing → Period End → Postings
How to use Postings
- 1Open Postings
In the Manufacturing module, open Costing in the green navigation bar, then choose Postings under Period End.
- 2Review the list
The list shows these columns: WHEN, WHAT, SOURCE, ORDER, AMOUNT, EFFECT ON WIP, JOURNAL, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Post backlog…, Retry.
Period Close
Where to find itManufacturing → Costing → Period End → Period Close
How to use Period Close
- 1Open Period Close
In the Manufacturing module, open Costing in the green navigation bar, then choose Period Close under Period End.
- 2Use the available actions
Buttons available on this screen: Close anyway…, Close period….
Cost Simulation
Where to find itManufacturing → Costing → Period End → Cost Simulation
How to use Cost Simulation
- 1Open Cost Simulation
In the Manufacturing module, open Costing in the green navigation bar, then choose Cost Simulation under Period End.
- 2Use the available actions
Buttons available on this screen: Excel, PDF, Print.