Quote Detail Other Costs - Intergraph Smart Materials - 10.2 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.2)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2

To maintain other costs for the quote detail, double-click in the Seq, Engineering Requisition, Suppl, Origin, Pos, Sub, Proc Seq, Ident Code, Commodity Code, Extended Price, Discounted Price, Gross Other Costs, Net Other Costs, Net Price, or OC Discount fields. Window 3 opens.

On the Others Costs tab, you can attach other costs to the selected quote detail.

Other costs can either be defined on the P.10.33 Other Costs screens or directly on this tab, if your role allows you to enter data on P.10.33. The account code that has been assigned to an other cost on P.10.33 can be changed here. Moreover, you can enter a cost value per unit or a cost value and a currency, and determine whether the other cost is to be an evaluation cost or not.

To assign an other cost to the quote detail, select a value from the LOV in the Other Cost field. Instead of using pre-defined other costs, you can enter a new other cost value in this field. When your cursor leaves the field or you save the record, you see a message stating that you have entered an unknown other cost and asking if you would like to continue. If you click Yes, the new other cost is saved on the P.10.33 Other Costs screen. You can double-click in this field to open the P.10.33 Other Costs screen.

You can assign an account code to the other cost by selecting a value from the LOV in the Account Code field if the project default ZJ_USE_AC is set to N, which means you are not using the accounting module in Smart Materials. You can double-click in the field to open the A.10.30 Account Codes screen where account codes are defined.

The Account Code field is only available if you are not working with the accounting module; that is, the project default ZJ_USE_AC is set to N.

Select the Eval Cost indicator to mark this other cost as an evaluation cost.

Select the Discountable indicator to mark this other cost as discountable. If a discount is assigned to the quote detail and this indicator is checked, this other cost is discounted. That is, the discount is also applied to this other cost. The cost value total of the discountable other cost remains unchanged. But you can see the results of the applied discount in the Other Costs field. This indicator can only be set after a discount has been assigned to the quote summary or the quote detail. If the discount has been defined on the quote detail level via the Discount % and Discount Amount fields, the discount base must be set to 'Discount %'. If the discount base is 'Discount Amount', the Discountable check box cannot be set if no discount has been defined on the quote summary level.

If a discount has been defined on the quote summary level, this check box can be selected. But the discount percentage defined on the quote detail level is not applied to the other cost. Only the overall discount of the quote summary level is applied.

If an other cost represents a discount (negative value in the Other Cost % field), this indicator cannot be set.

Instead of entering a cost value, you can enter a percentage in the Other Costs % field. For example, the costs for the documentation delivered for a quote detail amount to 2% of the quote detail costs.

Depending on the setting of project default ZP_OC_DP, the percentage is applied to the discounted price (ZP_OC_DP set to Y, default) or to the extended price (ZP_OC_DP set to N) of a quote detail.

When working with a percentage instead of a value, the Cost Value Per Unit field is cleared and the Cost Value Total field is automatically filled. The currency of the quote detail is copied over if necessary. If a percentage has been entered, these fields cannot be manually changed any longer. If you want to do so, you must reset the percentage to 0.

To apply a discount to the quote detail, you must enter a negative value as a percentage. Such a discount is applied to the extended price of a quote detail and to all other costs on the quote detail level that have been marked as being discountable.

  • Discounts can only be entered if the project default ZP_OC_DISC is set to Y (default). If this project default is set to N, negative values are not allowed as a percentage.

  • Discounts are not discountable.

Alternatively, discounts can be defined in the Discount % and Discount Amount fields on the Quote Details tab. You can either use the Discount % and Discount Amount fields or define discounts on the other cost level. You cannot use both features. If discounts have been entered on the other cost level, the Discount % and Discount Amount fields cannot be changed. If discounts have been entered in the Discount % and Discount Amount fields, you cannot define discounts for the quote summary on the other cost level.

You can select the type of the unit price from the dropdown list in the Unit Price Type field. By default, the unit price has no type. The following values are available:

  • Including

  • Excluding

  • No Quote

  • Not Required

This unit price type information is meant to be used for spare parts.

You can only select a different type if the Other Cost % and Cost Value Total fields are set to 0 (zero). Values in the Other Cost %, Cost Value Per Unit, and Cost Value Total fields can only be entered if this Unit Price Type field is empty.

In the Cost Value Per Unit field, you can enter a cost value for each unit of the quote detail. The cost value total is automatically calculated by multiplying the ‘cost value per unit’ with the ‘quoted quantity’ of the quote detail and displayed in the Cost Value Total field.

The total value of the selected other cost can be entered in the Cost Value Total field. If the project default ZP_NEG_OC is set to N (default), you can only enter values greater than or equal to 0 (zero). If ZP_NEG_OC is set to Y, you can also enter negative values.

The currency of the cost value is shown in the Currency field. The default value of the currency is given by project default ZX_CURCY. You can double-click in this field to open the A.10.12 Units of Measure screen where currencies are defined.

The descriptions of the other cost appear in the Short Desc and Description fields.