New features added, version 7.5.2, 7.5.3, 8.1
For inventory items in the system, maintain on hand and non-maintain on hand, cost for a sales order line can be taken from the following programs:
The setting of cost type S in program PCTM, Cost Type Maintenance, determines where the sales order line cost will be taken from.
If cost type S is set to be standard cost, the cost for the sales order line will be taken from the cost record in program ICCM, Inventory Cost Data Maintenance.
If cost type S is set to be actual or average cost, the cost for the sales order line may first be taken from the vendor quote record in program VEQM, Vendor Quote Maintenance. The item must be a purchased item, a drop ship item, or a non-maintain on hand item for the vendor quote information to be considered.
If no vendor quote exists, or if the item is not a purchased item, a drop ship item, or a non-maintain on hand item then the cost will be taken from the cost record in program ICCM, Inventory Cost Data Maintenance.
If a vendor has been entered on the sales order line, the program will look for a vendor quote record for that vendor. Otherwise, the program looks for a vendor quote for the item's preferred vendor.
For non-stocked items, the unit cost must be entered on the sales order line.
When backorders are created or sales orders are copied, split, or merged, the cost will be preserved on the sales order line.
If the OE_ANY_COST_CHANGE parameter in program MUJM, Menu and Job Parameter Maintenance, is set to Y, then the cost may be changed on sales orders entered in program OEOE, Sales Order Entry/Maintenance, regardless of the rules defined here.
Purchase orders are created from sales order lines using the Create PO button in the sales order entry program, or using program POSE, Create Purchase Orders from Sales.
If cost type S is set to standard cost, the purchase order price will be obtained first from the vendor quote in program VEQM, Vendor Quote Maintenance. If no vendor quote exists, then the purchase order price will be taken from program ICCM, Inventory Cost Data Maintenance.
If cost type S is set to actual or average cost, the purchase order cost is taken from the sales order line. Updates to the purchase order price in program POSE, Create Purchase Orders from Sales, will also update the sales order line cost.
When the S type cost is non-dynamic, i.e. is not average or actual cost, users cannot modify the unit cost for drop shipped non maintain on hand items in program POSE, Create Purchase Orders from Sales, unless the Include Drop Ship Lines flag is set to on in program POPM, PO / Receiving Parameter Maintenance.
For non-stocked items, the unit cost from the sales order line is always used.
When automatically shipping receipts, the standard cost after the receipt is used.
Sales order line cost may be updated if the purchase order line unit price is changed. The PO_COST_UPDATE_ALLOWED parameter in program MURM, Initialization Parameter Maintenance, determines if the update is allowed.
When the parameter is set to ALWAYS, the sales order line will always be updated when the purchase order unit price is changed in program POEM, PO Entry/Maintenance.
When the parameter is set to NEVER, the sales order line will never be updated when the purchase order unit price is changed in program POEM, PO Entry/Maintenance.
When the parameter is set to STANDARD, the sales order line will be updated following the standard cost update rules in the Cost Overrides and Updates section below.
Under certain circumstances, the unit cost can be updated on a sales order line by setting Override Cost flag to on and entering the new cost in the Unit Cost field for the sales order line. In the following list, the first rule that is applicable to the situation is the one that is applied to the sales order line item.
1. For non-stocked items, the unit cost must be entered on the sales order line. Cost updates are allowed for non-stocked items.
2. When the S cost type in program PCTM, Cost Type Maintenance, is the standard cost, then the unit cost cannot be updated on the sales order line for any item other than non-stocked items and non-maintain on hand items.
When the S cost type in program PCTM, Cost Type Maintenance, is actual or average cost, the following rules apply.
1. For non-stocked items, the unit cost must be entered on the sales order line. Cost updates are allowed for non-stocked items.
2. If the sales order line item is a drop ship line item, then the unit cost can be updated.
Drop ship line items have the Direct flag set to on for the sales order line.
3. If the Make or Buy flag in the item's planning record is set to Manufactured, then the unit cost cannot be updated on the sales order line.
Item planning records are entered in program ICPM, Inventory Planning Data Maintenance. If there is a record entered in for the item and plant on the Plant Tab that record will be used. If no record exists on the Plant Tab, the record for the item and enterprise on the Default ME Tab will be used.
4. If the Include Modular Lines flag is set to off in program POPM, PO / Receiving Parameter Maintenance, and the item is a model item or a kit item, then the unit cost cannot be updated on the sales order line.
5. If the Include Non-maintain On Hand flag is set to on in program POPM, PO / Receiving Parameter Maintenance, and the item is non-maintain on hand, then the unit cost can be updated on the sales order line.
Non-maintain on hand items have the Maintain on Hand flag set to off in program ICMM, Inventory Master Maintenance.
6. If the S cost type in program PCTM, Cost Type Maintenance, is set to Actual cost, then the unit cost can be updated on the sales order line for maintain on hand and non maintain on hand items.
7. If the S cost type in program PCTM, Cost Type Maintenance, is average, then the unit cost can be updated for non maintain on hand items, but cannot be updated for maintain on hand items.
Non-maintain on hand items have the Maintain on Hand flag set to off in program ICMM, Inventory Master Maintenance.
8. If the item does not meet any of the above criteria, then the unit cost cannot be updated on the sales order line.
