advanced manufacturing pack

Advanced Manufacturing PackCOSMO CONSULT GmbH Schöneberger Straße 15 10963 Berlin Phone: +49 30 343815-0 Fax: +49 30 343815-111 Email: [email protected] Website:www.cosmoconsult.com
Table of Contents COSMO Advanced Manufacturing Pack
Feedback
Hotfixes
Hotfixes
Hotfixes
Hotfixes
Hotfixes
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AppSource
Docker
To check the licenses
General FastTab
Numbering FastTab
Item Calculation Groups
Feedback
To create visual hierarchy in lines
To finish the calculation schedule
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Additional information about fields in Lines FastTab
Row Number
Totaling Type
Usage of Calculation Views per User
Feedback
To calculate the lines
To finish the calculation
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Transfer Sales Price and Sales Line Discount to Item
Transfer Unit Cost to Sales Document Line
Feedback
Feedback
Feedback
Feedback
Feedback
Feedback
Select Calculation from a Concurrent Calculation Line
Enter the Concurrent Calculation Number on the Calculation Card
Create a Concurrent Calculation from an Existing Calculation
Automatically Create a Concurrent Calculation with a New Calculation
Create Concurrent Calculation = Question
Create Concurrent Calculation = Always
Item Defaults for Concurrent Calculations Item Calculation
Item Filter
Production Orders Created from Sales Orders
Assembly Orders Created from Sales Orders
Feedback
Multi-Level Calculations Feedback
Multi-Level Calculation from a Sales Order To create a multi-level calculation from a sales order
Feedback
Calculation (Expected) Expected Calculation of Assemblies in a Production Order
To open a calculation on the main production level
Expected Calculation of Sub-Assemblies in a Production Order
Feedback
Calculation (Actual) Actual Calculation of Assemblies in a Production Order at Multi-Level Manufacturing
To open a calculation on the main production level
Actual Calculation of Sub-Assemblies in a Production Order
Feedback
Feedback
General FastTab
Construction FastTab
Manufacturing FastTab
Master Data Feedback
Actions Menu
Related Menu
Master BOM
Lines FastTab
Line Menu
Related Menu
Feedback
Feedback
Feedback
To enter the translation information
Translations on Checklist Templates
To add the translation to a new translation
Use Alternative Language
Search Checklists To start a search
To start the search from the Search Checklist Filters page
Feedback
Translations for variable options
Feedback
Feedback
Arrays: Use formulas without parameters
Feedback
Feedback
Lines FastTab
Calculation FastTab
Lines FastTab
Actions Menu
Related Menu
Actions on Construction BOM
Feedback
Handling of Long Lead Time Items Feedback
General Price Handling Prevent Cost Changes from Update Unit Cost and Price function
Freeze Costs with Purch. G/L Acc./Item function
Feedback
Feedback
Feedback
Line Menu
Action Bar
Feedback
Subcontracting with Warehouse Management Feedback
Pricing for Subcontracting Pricing by Time
To set up pricing by time
Pricing by Unit
Pricing with Foreign Currency
Separate Delivery of Semi-Finished Goods Customer Location Setup
Item/Master BOM Setup
Separate Delivery Processing
Primary Demand
Kanban System General Setup
To set up and use Kanban
To define the general Kanban system settings
To set up the item for Kanban
To set up the Kanban criteria for the item
To register Kanban cards
To print new Kanban cards and restart process
Feedback
Feedback
Create Construction Order from Service Item Worksheet
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Feedback
Pre-defined Service Worksheets for Service Contracts Standard Service Code Types
Standard Service Code Card
Feedback
Document Schedules
Document Schedules in Document Lines
Document Schedule Sales/Purchase
Feedback
Feedback
COSMO Process Manufacturing
COSMO Process Manufacturing Feedback
Numbering FastTab
Maintenance FastTab
Feedback
Item Card Actions Actions Menu
Related Menu
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Lines FastTab
Line Menu
FactBox Pane
Feedback
Multilevel Recipes
Change Recipe
Default Location/Bin Codes
Feedback
Possible Combinations Feedback
Tools in the Work Center Prod. Rate Card Tool Time Calculations
Feedback
Feedback
Feedback
Feedback
Fixed Step Production Rate Time Fixed Step Production Rate Time Setup
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Comments, Tools, Personnel, and Quality Measures
Feedback
To set up an incorporation on a production structure
To process an incorporation on the production order component
To transfer an incorporation item to the recipe
Incorporation Usage
To assign an incorporation to a production order with the Incorporation Usage page
Production Order Status Filter
Sales Orders with Production Variants
Production Structure Change in Production Order
Production Variant Calculations
Feedback
To create a development structure
Change to Laboratory Structure
Laboratory structures not created from development structures
R&D Item Number Setup
Production Orders with Laboratory Structures
Change to Manufacturing Structure
Manufacturing Structure
To create an item from a manufacturing structure
Feedback
Filter FastTab
Recipe Comparison
Recipe Search
Content Specification
Mass Percent
Feedback
Tool Planning
Feedback
Inserts and Production Rates
Tools and Inserts
Feedback
Additional Item Usage Setup with Tools and Inserts Tool with Main Item
Working with Inserts
Tool Register Report
To add translations for ingredients
Feedback
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Ingredients with Lot Tracking
Expected and Calculated Ingredient Quantities
Ingredients in Production Structure Report
Feedback
Prod. Order Component Ingredients
Feedback
Feedback
Planning Pool General Section
Method of Production Filter
Feedback
Related Menu
Lines FastTab
Functions Menu
Permanently Deferred in Sequence Planning Feedback
Scheduling on Due Date in Sequence Planning
Feedback
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Planning Flexibility in Sequence Planning
Feedback
Prod. Order Routing
Capacity Conflict Log
Feedback
Allow Picking for Prod. Order Lines Reversed in Sequence Planning Feedback
Graphical Sequence Planning
Feedback
Displays menu to choose visible columns
Language
Style
Gantt
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Size
Scale
Contrast
Feedback
Split Production Orders
Lines FastTab
Manufacturing Resource Scheduling Feedback
Feedback
Shift Schedules
Feedback
Manufacturing Skill Code Values
Calculate Work Center Capacity
Skill Set Entries
Routing Skill Sets Feedback
Production Order Routing Resource Needs
Feedback
Allocate Resources to Prod. Order Operations Prod. Order Resource Allocation Page
Automatic Resource Allocation
Manual Resource Allocation
Related Menu
Actions Menu
Feedback
Feedback
Manufacturing Dimensions Setup
Manufacturing Dimensions Template
Manufacturing Dimensions on Production Order Lines Sequence Planning and Planning Pool
Feedback
To search items/item variants using manufacturing dimension templates
Feedback
Setup for Sequence Planning Manufacturing Dimensions with Fixed Value
Manufacturing Dimensions with Numeric Value
Manufacturing Dimensions with Field Allocations
Feedback
Feedback
Setup Optimization
Setup
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Planning Extension Setup, Maintenance FastTab
MS Order Types
MS Standstill Reasons
Maintenance-/Setup Job Types
Feedback
Maintenance-/Setup Job Planning
Delete Maintenance-/Setup Times
Detailed Planning Feedback
Utilization Work Center Group Utilization Work Center Group Matrix FastTab, Work Center Group Menu
Feedback
Utilization Work Center Utilization Work Center Matrix FastTab, Work Ctr. Menu
Feedback
Plan Table Work Center Plan Table Work Center Matrix FastTab, Work Ctr. Menu
Print Plan Table Work Center
Feedback
Print Setup Overview
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Prod. Order Menu
Print Delay List
Feedback
Output Processing Feedback
Production Journal Lot No. Usage on Machine Line in Production Journal
Feedback
Update Multilevel Production Orders Feedback
Progress Status on Production Orders
Feedback
Trading Unit – Items
Base Trading Unit Item Sorting
Trading Unit – Item Adjustments
Trading Unit - Requisition Worksheet
Trading Units in Production
Bottling Orders To open the Item Bottling page
To change the unit of measure (the trading unit) for specific inventories
To process the item bottling
Post bottling directly
Method of Production Order – Bottling Feedback
Bottling Production Structure To review the posted entries
Feedback
Trading Units and Trading Unit Numbers Trading Unit – Item Setup
Trading Units and Trading Unit Numbers – Warehouse Entry
Manually or automatically assign number of lots and lot numbers
Choose breakbulk quantity allocation
Inventory by Trading Unit
Items by Trading Unit
Feedback
Production Structure Information in Item Tracing
Feedback
By-Product Routings
Feedback
Plant Maintenance Feedback
Setup Maintenance Setup
Create Maintenance Orders
Unplanned Maintenance Orders
Sequence Planning
Feedback
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Confirmation and Posting
Feedback
Language
Style
Gantt
Size
Scale
Contrast
Feedback
Quality Control Feedback
QC Setup Feedback
QC Status Maintenance
QC Status Validation
Feedback
Lot Documentation and Testing Lot Information Card List
Test Certification for Multiple Lots
Change QC Status from Test Certification
Feedback
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Feedback
Production Quantity Tolerance Feedback
Picking Tolerances Sales Delivery Tolerance in Warehouse and Inventory Picks
Pick Line Split Tolerance Check
Allow Excess Picking for Production Order Consumption
Feedback
Feedback
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Restricted Sales and Purchases Feedback
Restricted Sales Restricted Sales Setup
Restricted sales usage
Restricted purchase usage
Contingent Management for a Contact
Single Matching Record
Multiple Matching Records
No Matching Customers
Planning Coordination Overview
Calculation on Production Variants
COSMO Project Manufacturing
Feedback
Feedback
Feedback
To add a job signal
To upload signal pictures
Job Calc. Extra Charges To create job calculation extra charges
Feedback
Job Calc. Schedule Template To create a job calculation schedule template
To create job calculation schedule template lines
To indent rows in the lines
Feedback
Components
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Feedback
Feedback
To create group hierarchy
Related Menu
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Job Traveling Expenses
Job Budget Calculation
Job Budget Calculation Page
Results of Pricing
Other Pricing Considerations
Create Job Calculation Lines To create job calculation lines
If the first position is a header line with no pricing
If the first position is used to identify the total job price
To insert more lines
Feedback
Select and Insert Multiple Items or Job Components To insert multiple items in the Job Budget Calculation
To insert multiple job components in the Job Budget Calculation
Feedback
Production BOMs
General Components
Assembly BOMs
Feedback
Copy and Move Positions and Levels Copying Positions and Levels
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Copy Job Structure
Feedback
Feedback
Feedback
Create Sales Quotes Example – Create a Sales Quote for Fixed Price Orders
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To create a sales quote for a fixed price order
Example – Create a Sales Quote for Invoicing from Job
To create a sales quote for invoicing from the job
Update Sales Quote Positions
Feedback
Create and Release Sales Orders Convert a Sales Quote into a Sales Order
Rolling Calculation after Confirmed Sales Orders
Feedback
Feedback
View a Sales Document from the Job To open a sales document from the job line
To open a sales document from the action bar
Feedback
Estimates
Feedback
Job Planning and Processing Page Fields on Job Planning and Processing page
Action Bar
Actions Menu
Related Menu
Action Bar
Actions Menu
Related Menu
Job Process Planning and Scheduling Create Processes
To create the planning process
Process Logic
Assign Planning Resources
Export to Microsoft Project
Setup
Save the Microsoft Project File for Import
Data Import to COSMO Project
Feedback
Procurement with Cash Flow
Cash Flow Worksheet
Prepare Environment Feedback
Color settings
Zoom to ...
Language
Style
Gantt
Size
Scale
Contrast
Feedback
Usage
Feedback
Resource Charts
Context Menus
Time Entry
Inventory Requests
Posting by General Journal
Feedback
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WIP Setup Overview WIP Basis
WIP Methods
Sales Value
Action Bar
Actions Menu
Related Menu
Calculate WIP
Services and Persons Link
Setup
Components
Traveling Expense Processing
To set up user to make entries in time sheet
Create Time Sheet and Submit Entries
To create a time sheet
To enter and submit time
Approve Submitted Time Sheet
Post Time Entry Journal for Job
To post time sheet entries in time entry journal
Create Time Sheet with Previous Entries
To create a time sheet using previous entries
Feedback
Equipment Groups
Equipment FastTab
Process Menu
Related Menu
Set up work site equipment
Managing appointments
Issuing equipment (single)
Equipment entries
Mark issued equipment as lost or broken
Feedback
COSMO Discrete Manufacturing
COSMO Process Manufacturing
COSMO Purchase Quotes Manager
Feedback
PQM Processing Feedback
Place Quote from PQM Page To create PQM for an Item
To create purchase quotes for PQM lines
To change the quote status
To place the best quote
Feedback
Place Quote from PQM in Requisition Worksheet To create PQM for an item using the Requisition Worksheet
To create purchase quotes for the PQM lines
To review the Requisition Worksheet line
Feedback
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Transfer Purchase Conditions Feedback
COSMO Discrete Manufacturing Integrations
Document BOM Calculations
Multi-Level Calculations
Feedback
Setup Configure to Order Setup
BOM Lines
Item and Production Structure from Manual Configuration
Feedback
Synchronize Attributes and Manufacturing Dimensions
Setup
Feedback
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Calculation Groups in Production Structure Lines
Calculations for Development Structures
Calculations for Laboratory Structures
Feedback
Job Calculation
Concurrent Calculations
Checklist
Feedback
Creating Document BOMs in Job Budget Calculation Line Create Document BOM with Checklist and Master BOM
Create Document BOM with Master BOM
Create Document BOM without Master BOM
Create Document BOM with Production BOM
Feedback
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ADVANCED MANUFACTURING PACK | TABLE OF CONTENTS 54 / 1006
Processing Document BOMs in Job Budget and Planning Lines Expand BOM
Create Production Orders from Document BOM
Feedback
Creating Construction Orders from Job Planning and Processing Line Feedback
Prototypes in Job Budget Calculation Prototype Setup
Prototype Item
Prototype Variant
Feedback
Integration of COSMO Calculation in Document BOMs and Construction Orders Create Calculation for Document BOM/Construction Order
Document BOM
Construction Order
Transfer Values
Concurrent Calculations
Job Types
Job Card
Feedback
Feedback
Feedback
PQM Processing on Job Budget Calculation To create PQM for an item
To create purchase quotes for PQM lines
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To review Job Budget Calculation line
Feedback
General FastTab
General FastTab
General Setup Feedback
Application Areas Feedback
Feedback
Feedback
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COSMO Advanced Manufacturing Pack Utilizing the COSMO Advanced Manufacturing Pack (AMP), COSMO CONSULT supports both an enriched manufacturing environment and manufacturing requirements within one solution. Customer demands can now be met more cost-effectively. The industry solution from COSMO CONSULT provides manufacturing companies many additional functional areas in process, project, and discrete manufacturing. It is critical for manufacturing businesses to deliver highly customized products with country-specific characteristics. The challenge for these companies is how to develop, manufacture, and deliver these individualized products effectively and efficiently.
Through unit price determination at item level you can use special project prices or project charges. In addition, you can set up a special overhead costing based on your own templates of calculation schedules.
The AMP portfolio also includes a purchase quotes manager. For project items that have no standard prices, you can refer to estimated values or quotations from your suppliers. The purchase quotes manager helps you to create supplier requests and to select the right supplier with a price comparison.
The COSMO CONSULT products that are part of the AMP app are listed below.
COSMO Calculation COSMO Discrete
The following includes additional information relating to the AMP app.
General AMP Functionality Product Configuration Management Tool

ADVANCED MANUFACTURING PACK | COSMO ADVANCED MANUFACTURING PACK 58 / 1006
Features and enhancements The following features are included in this release:
PULL REQUEST DESCRIPTION MODULE
Added event publishers. PR,
PR3700 Updated mandatoryAffixes in the AppSourceCop.json. AMP
PR3701 Added extensibility features to Assign Lot/Trading Unit page. PM
PR3705 Corrected app granule name for license management. AMP
PR3719 Added Recipe Comparison Matrix to Production Structures. PM
PR3726 Increased Application and Runtime version. AMP
PR3756 Changed default for Equipment Appointments FactBox to upcoming appointments.
PR
PR3757 Added new location option for equipment return. PR
PR3765 Added new publisher in recalculate multi-level structure. PM
PR3772 Added Belongs To Equipment for assigning equipment to other equipment.
PR
ADVANCED MANUFACTURING PACK | WHAT'S NEW IN VERSION 3.0.68059.0 59 / 1006
PR3782 Set Part Type to Production automatically when BOM changed. DM
PR3789 Add column with caption text. GXPX
PR3797 Changed used quantity in Assign Lot/Trading Unit page. PM
PR3802, PR3820 Added publisher to additional lot management. PM
PR3790 Added recording of operation hours for equipment. PR
PR3810 Keep Job Dimensions after Bill-to Customer change. PR
PR3822 Transfer lines with Type = Production BOM from DM BOMs to Prod. Orders.
DM
PR3844 Added summary to Graphical Project Planning page. GXPR
PR3856 Decreased ID Range for DM from 5013899 to 5013890. AMP
PR3859 Updated Hierarchies with summary tasks. AMP,
GXPR
GXPX
PR3862 Added publishers to suppress dialog in delivery tolerances. PM
PR3864 Added breakdown orders to Graphical Maintenance Planning. GXPX
PR3875 Added action to open Graphical Project Planning and Graphical Resource Planning from Planning Processes page.
GXPR
Hotfixes This release fixes the following issues found in the previous version of the app:
PR3628 Corrected production structure variant usage in requisition line. PM
PR3629 Corrected filter on prod. BOM header ingredients. PM
PR3635 Corrected production structure variant usage in planning worksheet. PM
PR3647 Skip controlling fields calculation on new record in Job Card. PR
PR3685 Corrected non-editable Lot No. Trading Unit and Trading Unit No. fields in Item Tracking Lines.
PM
PR3727 Corrected integration events for Recipe Comparison Matrix. PM
PR3728 Corrected rounding in WIP Calculation with Amount Rounding Precision from G/L Setup.
PR
PR3755 Corrected matrix record for Recipe Comparison Matrix PM
PR3785 Corrected error when pasting BOM Lines in Level 1. DM
PR3794 Stabilized Item Tracking at Enclosure Management. DM
PR3796 Corrected archiving of Purchase Quotes. PQM
PR3809 Fixed Job Dimensions in Purchase Order on creation from requisition worksheet.
PR
PR3811 Removed misleading Sales Comments action image in Job Budget Calculation. PR
PR3813 Fixed calculation of Realized % based on cost. PR
PR3826 Corrected fields in Subconstracting Worksheet to find Prod. Order Routing Line for Price Calculation.
DM
PR3858 Corrected grammatical issues. AMP
PR3865 Corrected publisher in Prod. Structure Mgt. codeunit that was not called. PM
PR3871 Set wrong publisher obsolete and created new ones. AMP, PM,
TM
Removed or deprecated features Removed obsolete controls, objects and methods:
Technical specifications DETAILS VERSION
Requires COSMO Graphical Extension app 2.9.0.0
Feedback Submit feedback for this page .
PR3321 Added Breakbulk Quantity Allocation in Assign Lot/Trading Unit page PM
PR3333 Added Standard Service Code in Service Contract Line DM
PR3329 Added new administration role and role center PR
PR3346, PR3350
PR3349 Adapted Salesperson Code 2 to the BC standard DM
PR3364 Added periods to tooltips AMP
PR3433 Revised Production Planner PM role center PM
PR3456 Outsourced SetMainLocationCode program code from Subscriber to Functions codeunit and added events
DM
PR
PR3512 Hid standard Job module controls PR
PR3514 Hid standard Job module WIP fields in Job WIP/Recognition FactBox PR
PR3513 Replaced DM Copy Item Reports with BC standard codeunit DM
PR3499 Improved performance for Job Card and Job List PR
PR3561 Corrected spelling mistakes PR, PRPL, PM,
PX, DM, CA
PR3579 Added Issuance Date for equipment issuance PR
PR3577 Added Equipment Issuance to Tell Me PR
PR3591 Added Prod. Order Components to the Item Search and Replace action DM
PR3605 Added event publishers PR
PR3325 Added publishers and actions for integration in maintenance orders PM
PR3386 Added new publishers for maintenance order printing PM
PR3426 Added event publishers for AMS PM, DM
PR3508 Added event publishers PR
PR3569 Added event publishers PQM
PR3520 Corrected quantity calculation for document BOM when using Copy & Paste actions
DM
PR3563 Fixed job price calculation for items PR
PR3572 Fixed text overflow in Job Shipment PR
Technical specifications DETAILS VERSION
PR2979 Added new event publishers PQM
PR3005 Extended the Request BOMs function to preset fields if no Master BOM exists DM
PR3044 Added Production BOM to Item Search and Replace DM
PR3050 Changed publisher position for unit cost calculation PR, AM
PR3051 Added Production Structures to Item Search and Replace DM
PR3057 Added Service BOM to Item Search and Replace DM
PR3103 Added new event publishers PQM
PR3108 Revised maintenance pages PM
PR3113 Extended the Production Planner Role Center (BC standard) PM, GX,
GXPX
PR3151 Added dimensions, order type code, and standstill code to maintenance documents and transferred fields to linked production orders
PM
PR3160 Extended resource scheduling actions in the Production Planner Role Center PM
PR3162 Added lookup on production orders from maintenance orders PM
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PR3179 Added new events for Prototype Copy Item DM
PR3211 Added new event publisher in CalculationMgt. codeunit CA
PR3212 Added new event publishers PR,
PQM
PR3229 Added new event publisher PR
PR3237 Added new event publisher in CheckMasterBOMLines and ConstLineToMfg codeunits
DM
PR3238 Added new event publishers in Prod. Structure Mgt. codeunit PM
PR3253 Added new Equipment Management feature PR
PR3258 Added AMP minimum permission set AMP
PR3260 Copy Unit Cost from CTO BOM to Prod. Order Component DM
PR3261 Revised resource card and list for resource scheduling PX
PR3059 Fixed lookup for Totaling field PR
PR3095 Fixed creation of multiple construction orders PR
PR3121 Fixed application area in Production Planner PM Role Center PM, PX
PR3206 Fixed issues when scheduling in CTO BOMs, created new Needed Time FlowField
DM
PR3207 Fixed error with security filters on vendor/customer ledger entries PR
PR3251 Fixed label in maintenance order PM
PR3263 Fixed missing Posted Inventory Requisition No. in job ledger entries PR
PR3268 Fixed posting of Job Inventory Request that resulted in quantity one less than in budget line
PR
Removed or deprecated features Removed obsolete controls, objects, and methods:
Feedback
Submit feedback for this page .
PR2758 Activated application insights AMP
PR2793 Corrected application areas PR
PR2810 Added manual subscription binding PM, GX
PR2812 Added new event publisher OnGenerateBOMOnBeforeModifyProdOrder DM
PR2849 Updated license app integration in AMP AMP
PR2866 Added new event publishers and fixed rounding issue PR
PR2901 Added Hungarian language to Graphical Sequence Planning view PM, GX
PR2905 Open Sequence Planning from Graphical Maintenance Scheduling with all related production orders of the work center
PM, GX
PR2909, PR2919
Improvements to tooltips and context menus in Graphical Maintenance Scheduling PM, GX
PR2927 Added new event publisher PR
PR2931 Allowed adding items without default vendor PQM
PR2947 Changed application areas to CCSAMP in "Copy Item" page to be not visible if AMP is not active
AMP
PR2699 Fixed spelling error in Graphical Extension Setup PM, GX
PR2784 Fixed possible reservation problems when using separate production orders DM
PR2826 Fixed error on resource service work type PR
PR2828 Fixed text overflow in inventory requests PR
PR2859 Fixed deleting header attributes when inserting first construction line DM
PR2911 Fixed error when certifying calculation schedules that contained lines with empty Totaling Type
CA
PR2943 Fixed dimension update for salesperson / purchaser PR
PR2948 Extended field length of FlowFields on work center name PM
PR2949 Fixed OAuth error on Graphical Extension library PM, GX
DETAILS VERSION
PR2421 Added selectable decimal places to calculation matrix PM, CA
PR2423 Added event for production structure transfer to calculation PM, CA
PR2616 Added events for transfer changes from construction to production order DM
PR2634, PR2640
PR2672 Switched online help to COSMO Docs AMP
PR2673 Added integration of COSMO Graphical Extension for Graphical Sequence Planning
PM
PR2688 Corrected Test App for Preview BC 18 CA, PR, GX
PR2436 Fixed Copy Purchase Document function PR
PR2458 Fixed wrong price in purchase order for trading unit items PM
PR2469 Added quantity conversion for expanding BOMs PR
PR2540 Fixed default item sales price calculation for job budget PR
PR2549 Fixed missing fields in production order from document BOM PR, DM
PR2576 Fixed missing routing lines on expanding BOM PR
PR2592 Fixed uninitialized fields in requisition line when using the Purch. G/L Acc./Item action Activated DrillDowns for purchase status fields
DM
PR2542 Fixed missing Expected Quantity in manual document BOM lines PR, DM
PR2603 Fixed handling of transfer orders in order network PX
PR2637 Fixed spelling errors PM, CA
PR2642 Fixed application area of Virtual Customer field PM
PR2644 Added Work Center Production Rates action on work center card PM
PR2655 Fixed unit cost calculation in CTO BOMs in combination with replaced items DM
DETAILS VERSION
App Installation This section covers the installation of the COSMO Advanced Manufacturing Pack. Typically an installation is only performed once and is not executed by the user but an administrator. The installation differs from SaaS and On-Premises (OnPrem) environment.
To install in SaaS environment In SaaS environments, the app can be installed from the AppSource. There are two ways to install the app, from external and internal of Business Central. All dependencies are installed automatically. Uninstall and install the app again to upgrade to the most current version.
AppSource
Visit the AppSource and then choose Free Trial. You will be forwarded to page where you must log in with your Business Central user credentials and select an environment to install the app to. Follow the wizard instructions to complete the installation.
Extension Marketplace
In Business Central, choose the icon, enter Extension Marketplace, and then choose the related link. In the marketplace, search for COSMO Advanced Manufacturing Suite and then choose Free Trial. Follow the wizard instructions to complete the installation.
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Besides the Business Central Base Application, the app depends on additional library apps that need to be installed in the correct order first.
1. COSMO Licensing app 2. COSMO Graphical Extension app 3. COSMO Advanced Manufacturing Pack app
Docker
To install the apps to a docker container, the module BcContainerHelper must be installed first. Change the file names, container name, and credential type to your values.
function Install-CosmoAppToContainer { Param ( [Parameter(Mandatory=$true)] [string] $AppFileName ) Publish-BcContainerApp ` -appFile $AppFileName ` -containerName $Global:containerName ` -credential $Global:credential ` -install ` -sync ` -skipVerification ` -scope Global ` -syncMode Add }
try { if (!(Get-Module -ListAvailable -Name "BcContainerHelper")) { throw "BcContainerHelper must be installed to run this script." }
Install-CosmoAppToContainer -AppFileName $licensingAppFileName Install-CosmoAppToContainer -AppFileName $gxAppFileName Install-CosmoAppToContainer -AppFileName $ampAppFileName
Server Instance
Change the file names and server instance to your values.
$licensingAppFileName = Join-Path $PSScriptRoot "COSMO Licensing.app" $gxAppFileName = Join-Path $PSScriptRoot "COSMO Graphical Extension.app" $ampAppFileName = Join-Path $PSScriptRoot "COSMO Advanced Manufacturing Pack.app" $Global:serverInstance = "your-server-instance"
function Install-CosmoAppToServerInstance { Param ( [Parameter(Mandatory=$true)] [string] $AppFileName, [Parameter(Mandatory=$true)] [string] $AppName ) Publish-NAVApp ` -ServerInstance $Global:serverInstance ` -Path $AppFileName ` -SkipVerification ` -Scope Global
Sync-NAVApp ` -ServerInstance $Global:serverInstance ` -Name $AppName
Install-NAVApp ` -ServerInstance $Global:serverInstance ` -Name $AppName }
try { Install-CosmoAppToServerInstance -AppFileName $licensingAppFileName -AppName "COSMO Licensing" Install-CosmoAppToServerInstance -AppFileName $gxAppFileName -AppName "COSMO Graphical Extension" Install-CosmoAppToServerInstance -AppFileName $ampAppFileName -AppName "COSMO Advanced Manufacturing Pack"
} catch { throw "Error on installation: $($_.Exception.Message)" }
See Also App Registration and Licensing
Feedback
App Registration and Licensing This section covers the registration and license check of the COSMO Advanced Manufacturing Pack app. When installing the app, COSMO Graphical Extension and COSMO Licensing is automatically installed. After installing the app, you need to register all apps.
To register the apps 1. If the registration notification does not show in the notification bar, refresh the environment.
2. On the notification line, choose Open License Overview. The apps are listed in the COSMO License Overview page with Status = Unregistered.
3. Choose the Register your Apps action. The COSMO App Registration Wizard opens with the apps listed.
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4. Clear the Selected check box for any of the apps that you do not want to register.
5. In order to agree to the Terms of Use, turn on the I understand and accept these terms toggle and then choose the Next button.
6. Enter your customer name. The name is used to identify the company. For test purposes, enter any Cronus-related name.
7. Choose the Next button to sign into the COSMO Platform to link the registration with your account. The COSMO Platform opens in a new browser tab. After sign in you can close this tab and return to the final page of the COSMO App Registration Wizard.
To skip this step, choose the Skip Login button.
You have successfully registered for a demo version of the app. Contact [email protected] and use the displayed license key to update your demo subscription.
NOTE Your demo license will be valid for 30 days.

9. The status for each app is updated in the COSMO License Overview page. Leave the COSMO License Overview page to return to the Role Center.
NOTE You can register the apps and perform other administrative licensing tasks from the COSMO License Overview page.
To check the licenses The COSMO License Overview page lists the license status of all COSMO apps and is accessed using the Tell Me feature.
1. Choose the icon, enter License Overview, and then choose the related link. This page can also be opened from the AMP Setup page (Actions > App Licensing) and the last page of the COSMO App Registration Wizard by choosing Open License Overview.
2. In the COSMO License Overview page, apps can be registered if not done on the Role Center notification bar. Other administrative tools are available as well.

See Also AMP Setup
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The following figure illustrates the COSMO Calculation process flow.
Key Features
Flexible calculation with lot size comparison Calculation visibility protection by authorization level Line calculations on sales and production document lines Concurrent calculations to compare calculations from sales orders to finished productions orders Market prices by target costing
Access COSMO Calculation functionality using the Tell Me feature in Microsoft Dynamics 365 Business Central. Choose the icon, enter the page name, and then choose the related link.
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Setup This topic describes the setup requirements for COSMO Calculation, which include various module- specific setup pages as well as the Item Card. Use Tell Me to open all setup pages. Choose the icon, enter the page name, and then choose the related link.
The following table describes a sequence of tasks, with links to the topics that describe them.
TO SEE
Define the general settings for COSMO Calculation. Calculation Setup
Define if the lot size of the calculation header is used instead of the lot size of the component item.
Variable Calculation Lot Size on Items
Set up item calculation groups. Item Calculation Groups
Set up capacity calculation groups. Capacity Calculation Groups
Set up calculation charges for price increases or discounts. Calculation Charges
Set up the schedules that structure and define calculations. Calculation Schedules
Authorize which calculations views are visible to users. Calculation Views per User
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Calculation Setup In the Calculation Setup page, general COSMO Calculation settings are defined as well as the required number series.
To set up general Calculation information 1. Choose the icon, enter Calculation Setup, and then choose the related link. 2. On the Calculation Setup page, fill in or update the fields as described below.
General FastTab
The fields on the General FastTab are described in this section.
Activate Appl. Area
Makes pages and controls visible for COSMO Calculation. The setting in this field in combination with the settings in the Product Configuration Management tool control the Application Areas in standard Microsoft Dynamics 365 Business Central.
For more information, see Product Configuration Management Tool.
Price Source for Items
Determines the source of the unit costs for raw materials in the calculation. The value is initialized by the calculation setup and is changeable.
Block pricing can be used for the unit cost calculation of raw materials in the calculation. The optional functionality to use the standard purchase pricing is implemented in addition to the usage of unit costs. The options are:
Item Unit Cost – The calculation uses the Unit Cost from the Item Card. Purchase Pricing – The calculation uses the standard purchase pricing including minimum quantities, and starting and ending dates. The unit cost will be determined by using the vendor number of the current item. If a vendor price is used, the vendor number is transferred to the calculation detail line.
Purchase prices in foreign currency are converted to the unit cost in local currency (LCY).
Price Source for Capacities
Determines the source of the unit costs for machine centers and work centers in the calculation. The value is initialized by the calculation setup and is changeable. The options are:
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Unit Cost – The calculation uses the Unit Cost from the Work Center or Machine Center Card. Direct Unit Cost – The calculation uses the Direct Unit Cost from the Work Center or Machine Center Card.
Standard Calc. Schedule No.
Calculation Schedule that will default to all new Item Cards (see Calculation Schedules and Standard Calculation Schedules).
Numbering FastTab
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Variable Calculation Lot Size on Items Items can be marked for variable calculation lot size by turning on the Variable Calculation Lot Size toggle on the Prices & Sales FastTab of the Item Card.
If these items are used as components in a multi-level calculation, the lot size of the calculation header is used instead of the lot size of the component item.
On the Item Card, this toggle is turned on automatically if the Reordering Policy = Order and Manufacturing Policy = Make-to-Order.
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Item Calculation Groups Item Calculation Groups identify items (in a production BOM) that need to be combined in a separate calculation line.
TIP It is only necessary to use Item Calculation Groups if items or work centers in the calculation need to be separately represented.
Define the calculation to be performed on a group of items in the Calculation Group Code field on the Prices & Sales FastTab on the Item Card.
With this function, costing calculation groups can be created.
NOTE To ensure that the values for the material costs are correct after calculation, all items included in the production BOM must have a value in the Standard Cost field. The calculation is generally based on the item’s base unit of measure.

Capacity Calculation Groups The capacity calculation groups relate to capacity in work centers.
This information – as well as item calculation groups – is used to make a grouping of capacities within a routing and to represent this value in separate calculation lines.
Capacity calculation groups can be entered in the Calculation Group Code field in the following pages:
Machine Center Card, Posting FastTab Work Center Card, Posting FastTab
The Sales Calculation is set up to have production and tool costs calculated separately.
NOTE To ensure that the values for the capacity costs are correct after calculation, all work centers included in the routing must have a value in the Unit Cost field.

Calculation Charges Calculation Charges are used to define percentile or absolute charges to a calculation, such as discounts, freight costs, or mark-up.
To set up calculation charges 1. Choose the icon, enter Calculation Charges, and then choose the related link. 2. Choose the New action. 3. In the Code and Description fields, enter a unique code and short description for the
calculation charge. 4. In the Starting Date field, enter the date when the price increases and discounts for the
calculation will begin. 5. In the Type field, use the drop-down list to select if the calculation charge is a percentage of
cost or an absolute value. 6. In the Rate field, enter the value of the percentage or absolute value as defined in the Type
field. 7. Use the Personalize function to show the Type of Reference Value field. 8. Set the Type of Reference Value field to Reduced Basic Value to calculate the correct
discount and payment discount in calculations. The charge is calculated with the basic value if this field is blank or set to Basic Value.
9. Go to the next line and add another calculation charge.
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Calculation Schedules After the setup of calculation groups is complete, the Calculation Schedules need to be defined.
A default calculation schedule can be assigned for all items in the Standard Calc. Schedule No. field on the Calculation Setup page and then modified as needed on the Prices & Sales FastTab of the individual Item Cards.
To create a calculation schedule 1. Choose the icon, enter Calculation Schedules, and then choose the related link. 2. Choose the New action and then press Enter to insert a number from the number series. 3. In the Description field, enter a short description for the calculation schedule. 4. The Price Source for Items and Price Source for Capacities are defaulted from the
Calculation Setup but can be changed as needed (see Calculation Setup). 5. In the Starting Date field, enter the date when the calculation schedule will be valid. 6. In the Create Concurrent Calculation field, choose when a concurrent calculation should be
created (see Automatically Create a Concurrent Calculation with a New Calculation).
To enter lines in the calculation schedule 1. In the Lines FastTab, enter a number in the Row No. field (see Row Number). 2. In the Description field, enter a short description of the calculation line. 3. In the Totaling Type field, choose what the calculation line is based on (see Totaling Type). 4. In the Totaling field, enter the values relating to the selection in the Totaling Type field. For
example, the row numbers to be totaled if the Totaling Type = Sum (see Totaling). 5. In the Reference to Row No. field, enter the row number that applies to the charge calculation.
Used only on lines with a Totaling Type of Charge. 6. Select the Charge Editable check box if the value for the price charges in the Charge Type
and Charge Rate fields in the Calculation Card can be overwritten (see Charge Editable). 7. Select the Calculate Foreign Currency check box if values are calculated in foreign currency,
as seen in the Value (LCY) and Value fields. This is useful in lines with prices. For more information, see Calculate Foreign Currency.
8. In the Value Transfer Option field, choose where the calculation value can be transferred to the item when the Transfer Value function is run (see Transfer Value).
9. Use the Personalize function to show the Bold and Calculation View Authorization fields. 10. Select the Bold check box to bold the Description field on the line. 11. In the Calculation View Authorization field, select a level for which certain calculation lines
can be viewed by certain users (see Calculation Views per User). 12. Go to the next line and repeat steps 1-11.
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To create visual hierarchy in lines You can create a visual hierarchy in the lines by indenting the descriptions in the Description field.
1. Select the line to indent below the line above. 2. On the Lines FastTab, choose Functions > Increase Indentation.
You can increase this indentation more than once.
Indented lines can also be decreased by selecting the line and then choosing Functions > Decrease Indentation.
To finish the calculation schedule Once all lines are added to the calculation schedule, change the Status field to Certified.
Additional information about fields in Lines FastTab Additional information about fields in the Lines FastTab are described in the following sections.
Row Number
The value in the Row No. field is used to identify a corresponding calculation line in the Reference to Row No. field.
TIP With the SQL Server, it is useful to create row numbers with leading zeros (0100, 0200, and so on) to prevent sequencing from changing when numbers greater than 999 are used.
Totaling Type
The available options in the Totaling Type field are:
<Blank> – used on lines that have no calculation value.
Charge – used on lines that calculate an increase or decrease of another calculation line.
Sum – used on lines that total other calculation lines. Standard Microsoft Dynamics 365 Business Central filters can be used, such as range (1000..2000), either/or (1000|2000), or any of the following: * ? > < = @.

To use the value of the line with Row No. 010 multiplied by 2, enter R010 * 2. To calculate the material costs in Row No. 010, with an additional 10% for material, plus the resource costs in row 020, enter R010 * 10/100 + R020.
NOTE With this option, the Formula Editor can be opened from the Totaling field.
Item Calc. Group – used on calculation lines that gather totals from item calculation groups.
Capacity Calc. Group – used on calculation lines that gather totals from capacity calculation groups.
Totaling
When the Totaling Type field is set to Arithm. Formula, then the Totaling field can open the Formula Editor that displays which functions can be used and if the formula is correct.
Charge Editable
Line calculations are updated as changes are made to the Charge Type and Charge Rate fields.
The function of this field is used only on lines with a Totaling Type of Charge and can only be performed on Calculation Cards with the Status set to New or Under Development.
Calculate Foreign Currency
The Value (LCY) and Value fields are visible only for foreign currency.
To use this feature, a currency code must be assigned to the calculation in the Foreign Trade FastTab or from the sales line.
Update Sum Calculation The Update Sum Calculation function shows which calculation lines are included in Charge, Sum, and Arithm. Formula totaling lines by changing the text color of the Row No. and Description fields to bold blue on all lines within the calculation. To run this function, select a totaling line and then on the Lines FastTab, choose Functions > Update Sum Calculation, or choose F5.
This is helpful when setting up Calculation Schedules to confirm totaling.

NOTE Calculation lines without a calculation view authorization level are not subject to restrictions.
To set up calculation views in calculation schedule 1. Choose the icon, enter Calculation Schedule Card, and then choose the related link.
2. Open the relevant calculation schedule.
3. In each line, choose the relevant authorization level in the Calculation View Authorization field.
TIP The order of the calculation view authorization can be ascending or descending.
To set up calculation views in user setup 1. Choose the icon, enter User Setup, and then choose the related link. 2. Select the line for user to assign a calculation view authorization. 3. Use the Personalize function to add the Calculation View Authorization field. 4. In the Calculation View Authorization field, use the drop-down to choose the level up to
which the user can see values within a calculation. There are five levels available. The user can see all values of a calculation if there is no level indicated in the User Setup page.
Usage of Calculation Views per User When using a calculation schedule on creating a calculation, the values of the Calculation View Authorization field are transferred from the Calculation Schedule line to the Calculation line.
The calculation lines with calculation view authorization levels higher than the level assigned in the User Setup are suppressed.
Feedback
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Calculation Card New or existing calculations are displayed in the Calculation Card page, which is opened from list views in the following:
Tell me by choosing the icon, entering Calculations, and then choosing the related link Items list or Item Card by choosing the Calculation action on the Process menu Sales Order line by choosing Line > Calculation on the Lines FastTab Production Order line by choosing Line > Calculation (or Calculation (Expected) for non- released production orders) on the Lines FastTab Assembly Orders by choosing Calculation > Calculation (Expected) or Calculation (Actual) on the Actions menu
NOTE Calculations on sales lines, production order lines, and Assembly Orders are described in Calculations for Documents.
TO SEE
Learn about the fields on the Calculation Card. Calculation Card
Create a calculation, update calculations, and see calculation line details. Create a Calculation
Learn about transferring calculation values, calculating different lot sizes, and reversing calculations (target costing).
Calculation Processes

FIELD DESCRIPTION
Item No. / Variant Code Identifies the item/variant to which this calculation relates. Other fields on this FastTab are populated based on this entry.
Replenishment System
Defaults from the Item Card; shows for which Replenishment System the calculation was scheduled. The options are Purchase (default), Prod. Order, and Assembly. If a multilevel calculation is necessary, the Replenishment System of the item that is calculated determines the usage of Production BOMs and Routings or Assembly BOMs for all Components.
Description Defaults from the Item Card.
Unit of Measure Code / Qty. per Unit of Measure
Base unit of measure from the item and the Qty. per unit of measure relating to the base unit of measure.
Lot Size Determines the number of the selected unit to calculate quantities. For more information, see Lot Size Example.
Net Weight Defaults from the Item Card.
Status
Indicates the status of the calculation. The options are: - New: automatic setting for new calculation cards; information can be edited. - Certified: calculation values can be transferred; fields cannot be edited. - Under Development: edits can be performed. - Closed: calculation is no longer in use.
Calculation Date Date of the calculation. Some calculations may change based on this date.
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Starting Date / Sales Type / Sales Code
Used with the Value Transfer function. To transfer sales prices/sales line discounts, the Sales Type and Sales Code fields must be filled in; the Starting Date is only needed when there is a validity date rule. See Value Transfer.
Production BOM No. / Production BOM Version Code / Routing No. / Routing Version Code
Default from the Item Card; only editable when Replenishment System = Prod. Order. If entered manually, you can calculate only BOMs or routings, or both.
Multi-Level Calculation Determines if a multi-costing calculation is performed. It will also lower the BOM calculated. If an item that is within the calculation lines has a BOM, this BOM is used as well.
Time Base Unit of Measure
Calculation lines may sum Capacity Ledger Entries with different time units (Capacity Unit of Measure), which can be viewed based on the setting in the Time Base Unit of Measure field: - If populated when the calculation is refreshed, the Capacity Ledger Entries are summed by this capacity unit of measure and calculated in the Total Time field in any lines that contain Capacity Calculation Groups (including totaling lines). - If not populated when the calculation is refreshed, the Capacity Ledger Entries are summed by the smallest Capacity Unit of Measure and calculated in the Total Time field in the lines. The Time Base Unit of Measure field is updated with this capacity unit of measure.
In both cases, the value in the Time Base Unit of Measure field can be changed to show the time in a different unit, such as hours instead of minutes.
Price Source for Items See Calculation Setup.
Price Source for Capacities
Lot Size Example
The standard lot size is calculated as follows: ((setup / lot) + processing time) * cost = amount of calculation
Example: Setup time = 110 minutes Time = 12 minutes per piece Lot size = 10 pieces
Cost = 1.2 EUR for the work group
Calculation: ((110/10) + 12) * 1.2 = 27.60 EUR
NOTE The setup costs decrease the higher the lot size.
Schedule FastTab The Schedule FastTab on the Calculation Card contains information about the Calculation Schedule, if created from an existing schedule.
Foreign Trade FastTab On this FastTab, the Currency Code can be changed and the Currency Factor of how other currencies are shown is defined.
Document FastTab This FastTab contains information about the source document and concurrent calculation.
History FastTab This FastTab contains creation date, last modified date, and the user IDs of who created and modified the calculation.
Actions The actions on the Calculation Card are described in the following table.
FIELD DESCRIPTION
Update Calculation Creates the initial calculation and recalculates the cost estimate and the values of the calculation. This function cannot be run if the Status is set to Certified.
Transfer Value

Lot Size Calculation Compares the price of multiple lot sizes. For more information, see Lot Size Calculation.
Concurrent Calculations / Concurrent Calculation Matrix
Creates or opens a concurrent calculation or opens the Concurrent Calculation Matrix. For more information, see Concurrent Calculations.
Reverse Calculation (Target Costing)
Manually adjusts a value of a calculated line and then the difference can be reallocated to another line to offset the cost/price change. For more information, see Reverse Calculation (Target Costing).
Print Generates the Calculation report for the selected calculation.
Calculation Detail Lines Displays an overview of all cost estimates for the calculation or the detail of the cost calculated on a specific line. For more information, see To see calculated line details.
FIELD DESCRIPTION
Create a Calculation New cost estimates are created in the Calculation Card either manually or from an existing calculation schedule.
To create a calculation 1. Access the Calculations list from Tell Me, the item, or sales order/production order/assembly
line. 2. Choose the New action and then choose the Enter key to assign a number.
The Calculation Schedules page opens. 3. Select an existing schedule and then choose the OK button or choose the Cancel button to
create a calculation manually.
Depending on how the calculation originates, information in the FastTabs are pre-populated. If a calculation schedule was selected in step 3, the lines are automatically populated based on the calculations defined in the schedule.
For descriptions of the fields on the Calculation Card, see Calculation Card.
To calculate the lines To calculate the lines, choose the Update Calculation action. Run this function when changes are made to see current calculations.
To see calculated line details The Calculation Detail Lines page displays an overview of all cost estimates for the calculation or the detail of the cost calculated on a specific line.
On a calculation line in the Lines FastTab, choose the value in the Value (LCY) field to open the detailed calculations. On the Calculation Card, choose Calculation > Calculation Detail Lines on the Related menu to open the overview page.
In the Type field, choose the icons to expand or collapse all the levels, or the icons to expand/collapse individual rows.
To finish the calculation To continue with other processes, such as transfer value, change the Status field to Certified.
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See Also Calculation Processes
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These processes are available as actions on the Calculation Card.
NOTE The Concurrent Calculations and Concurrent Calculation Matrix actions are described in detail in Concurrent Calculations.
TO SEE
Learn how to transfer values from the calculation to the item or source document. Transfer Value
Learn how to create a comparison of lot size calculations. Lot Size Calculations
Learn how to manually adjust a calculation value and then reallocate the difference to another line to offset the cost/price change.
Reverse Calculation (Target Costing)

Transfer Value The Transfer Value function transfers the following based on the line setup:
calculated cost, sales price, or discount values to the item calculated unit cost, unit price, and line discount to the sales document line
This function can only be run if the Status is set to Certified; if it is not certified when the function is run, a message opens stating that it will certify the calculation and then open the Transfer Calculation Value page.
Lines with the Transfer check box selected will be transferred to the item and/or sales document line
Transfer Values to Sales Document Lines Calculations with references to sales documents can be used to transfer the calculation values to the document line.
NOTE The option (Type = Document Unit Price) to transfer the Unit Price value to the document is not available if the currency codes are different between calculation and document.
Transfer Sales Price and Sales Line Discount to Item In addition to the values transferred to the sales document line, the calculated sales price and sales line discount percent can be transferred to the item’s Sales Price and Sales Line Discount tables, respectively, based on the lot size of the calculation.
Transfer Unit Cost to Sales Document Line For items with costing method FIFO, the Document Unit Cost line type is displayed in the Transfer Calculation Value page.
If the Transfer check box is selected, the calculated value will be transferred to the Unit Cost field in the Sales Line. The Unit Cost is only transferred to the sales line, not the item.
See Also Calculation Card
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Lot Size Calculation The Lot Size Calculation function is used for price comparison of multiple lot sizes.
To run lot size calculations 1. Choose the icon, enter Calculations, and then choose the related link. 2. Open an existing calculation or create a new calculation. 3. Choose the Lot Size Calculation action. 4. In the Lot Size field, enter the various lot sizes to compare. 5. To run the price comparison, choose the Show action, and then choose the Yes button in the
message to copy the information from the calculation. The Lot Size Calculation Matrix page opens, displaying the calculation lines based on the different lot sizes.
6. On the General FastTab, select how to view the column names. The options are: Lot Size – Lot Size specified in the Lot Size Calculation Lines page Description – Description from the Lot Size Calculation Lines page Calculation No. – Calculation No. automatically assigned to each lot size
7. The value in the Number of decimal places field defaults from the Unit-Amount Decimal Places (LCY) field in the General Ledger Setup page but can be changed as needed.
8. Close the Lot Size Calculation Matrix page and note that the following values were transferred to the Lot Size Calculation Lines page:
net cost calculation line for each lot transfers to the Standard Cost field net price calculation line for each lot transfers to the Unit Price field
Calculated lines can be deleted as needed; the related calculation is also deleted.
The lot size calculation can be transferred to the item by selecting the line and then choosing the Transfer Value action. The Transfer Calculation Value page opens, displaying the value to transfer; choose the OK button to complete the transfer process. For more information, see Transfer Value.
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Reverse Calculation (Target Costing) COSMO Calculation provides market-oriented target cost management that is essential in the early phases of product development. Using the Reverse Calculation function in an existing Calculation, the value of a calculated line can be manually adjusted and then the difference can be reallocated to another line to offset the cost/price change.
The following figure illustrates a sample target cost flow in COSMO Calculation. Starting from a competitive net price, the system calculates backwards and reduces each of the subtotals by the specified overhead, down to a target value.
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To reverse a calculation 1. Choose the icon, enter Calculations, and then choose the related link.
2. After creating a calculation with costs/prices that need to be adjusted, choose the Reverse Calculation action.
The fields in the Reverse Calculation page are the same as the lines of the Calculation Card, with two additions. These additional fields are described in the following table.
FIELD DESCRIPTION
Target Value
Determines the charge line to which the adjusted cost is to be allocated. Only rows of Totaling Type = Charge can be selected as Target Value.
New Value (LCY)
Indicates the adjusted cost/price for the calculation line. These values are calculated backwards, starting from total (highest row number where adjusted prize is added) to row marked as Target Value.
3. In the New Value (LCY) field, enter the adjusted cost/price for the calculation line.
4. Select the Target Value check box on the calculation line where the adjustment is to be allocated.
5. To see changes in calculation lines with Totaling Type = Sum and/or Arithm. Formula, choose the Update Calculation action on the Process menu.
6. If the reallocations are not acceptable, the Reverse Calculation page can be closed and the Reverse Calculation function can be run to start the process again.
7. If the reallocations are acceptable, choose the Make Calculation action on the New menu to create a new calculation and then choose the OK button to close the Reverse Calculation page.
8. Close the original Calculation Card and then open the new calculation, which includes the new values and shows the percentage changes that occurred due to the target costing adjustments.
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Sales document lines Production Order lines Assembly Orders
TO SEE
Create calculations for assembly orders. Assembly Orders
See Also Create a Calculation
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Sales Documents Calculations for sales document lines can be created for quotes, orders, and blanket orders.
If no calculation is available for the document line, no calculations are displayed in the Calculations page. Choose the New action to create a new calculation and then choose the Enter key to assign a number. It is possible to create more than one calculation for one document line.
If the Standard Calc. Schedule No. field on the item used in the document line is filled in, the standard calculation schedule is used for the new calculation. Otherwise the Calculation Schedules page opens for you to select a calculation schedule manually.
The values of the document line are transferred to the calculation header; note that the Replenishment System field is set to Purchase or Prod. Order, depending on whether the item has a Production BOM or not. The link between the document line and the calculation is shown on the Document FastTab in the Calculation Card.
Sales Calculation Archive
Calculations relating to sales documents are archived when the sales document is archived. If an archived sales document is restored, the calculation is restored from its archived version as well.
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Production Orders As opposed to sales documents, different calculation types can be created for production order lines.
Expected cost calculations consider the production order BOM and routing and can be created for:
Simulated production order lines Planned production order lines Firm Planned production order lines Released production order lines Finished production order lines
Actual cost calculations consider all posted values for a production order line and can be created for:
Released production order lines Finished production order lines
If no calculation is available for the production order line, no calculations are displayed in the Calculations page. Choose the New action to create a new calculation and then choose the Enter key to assign a number. It is possible to create more than one calculation for one production order line.
If the Standard Calc. Schedule No. field on the item used in the production order line is filled in, the standard calculation schedule is used for the new calculation. Otherwise the Calculation Schedules page opens for you to select a calculation schedule manually.
The values of the production order line are transferred to the calculation header; note that the Replenishment System field is set to Prod. Order because the item has a Production BOM. The link between the production order line and the calculation is shown on the Document FastTab in the Calculation Card.
Calculation Groups in BOM and Routing Item and capacity calculation groups are transferred from the item and work center or machine center via routing lines and production BOM lines to the production order routing lines and production order components.
Since production order calculations use the calculation groups from the production order routing lines and production order components – not directly from the item and work center or machine center – the calculation groups can be changed on the components and/or routing lines for the production order.
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Expected cost calculations consider the Assembly BOM Actual cost calculations consider all posted values for an Assembly Order
The difference to production orders, however, is that calculations are performed at the order level, not the line level.
If no calculation is available for the Assembly Order, no calculations are displayed in the Calculations page. Choose the New action to create a new calculation and then choose the Enter key to assign a number. It is possible to create more than one calculation for one Assembly Order.
If the Standard Calc. Schedule No. field on the item used in the Assembly Order is filled in, the standard calculation schedule is used for the new calculation. Otherwise the Calculation Schedules page opens for you to select a calculation schedule manually.
The values of the Assembly Order are transferred to the calculation header; note that the Replenishment System field is set to Assembly because the item has an Assembly BOM. The link between the Assembly Order and the calculation is shown on the Document FastTab in the Calculation Card.
Calculation Groups in Assembly BOM Item and capacity calculation groups are transferred from the item and resource via the Assembly BOM lines to the Assembly Order lines.
Since Assembly Order calculations use the calculation groups from the Assembly BOM – not directly from the item and resource – the calculation groups can be changed on the Assembly Order lines.
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Concurrent Calculations Concurrent Calculations allow you to calculate from sales orders to finished production orders and provides a matrix view to compare the different calculations.
TO SEE
Set the standard calculation schedule on items and Calculation Setup. Standard Calculation Schedules
Learn the different ways to allocate calculations to concurrent calculations.
Allocate Calculations to Concurrent Calculations
Learn how to add item information automatically to concurrent calculations.
Item Defaults for Concurrent Calculations
Learn how new calculations can be transferred to existing concurrent calculations during document creation processes.
Automatically Allocate Calculations to Concurrent Calculations
Learn about the Concurrent Calculation Matrix. Concurrent Calculation Matrix
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Standard Calculation Schedules To use concurrent calculations, a calculation group code and a standard calculation schedule can be defined on each item.
If a standard calculation schedule is defined in the Standard Calc. Schedule No. field in the Calculation Setup page, then that calculation schedule is defaulted to the items when they are created.
See Also Calculation Setup
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The concurrent calculation page is accessed using Tell Me. Choose the icon, enter Concurrent Calculations, and then choose the related link. From the Concurrent Calculations page, open an existing calculation or create a calculation by choosing the New action.
The lines for a concurrent calculation – Item, Quote, Blanket Order, Order, Prod. Order (Expected), Prod. Order (Actual), Asm. Order (Expected), and Asm. Order (Actual) – are inserted automatically after creating a new concurrent calculation.
The Calculation Schedule No. field must be populated in the concurrent calculation. This calculation schedule is used as the base calculation schedule for all calculations within one concurrent calculation, otherwise the calculations are incomparable.
NOTE For information about the Item (Line Type) update and the Item Filter field, see Item Defaults for Concurrent Calculations.
The four ways to use a calculation for a concurrent calculation are described below.
Select Calculation from a Concurrent Calculation Line Calculations can be selected directly from a concurrent calculation line.
1. Open the Concurrent Calculation page. 2. In the Calculation No. field on the relevant line, select the appropriate calculation for that
document type.
Once selected, the calculation information populates the fields on the line in the Concurrent Calculation page.

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1. Open the Calculation Card. 2. On the Document FastTab, enter the number in the Concurrent Calculation Code field.
Once selected, the concurrent calculation is assigned to the calculation. 3. If a calculation has already been assigned to the concurrent calculation for the selected line
type, a message opens with the assigned calculation. Choose the Yes button to change to the selected concurrent calculation or the No button to dismiss the changes.
Create a Concurrent Calculation from an Existing Calculation A new concurrent calculation can be created from an existing calculation if the Concurrent Calculation No. field is blank on the Document FastTab of the Calculation Card.
1. Open the Calculation Card. 2. Choose the Concurrent Calculation action to create the new concurrent calculation. 3. A message opens, choose the Yes button to create the concurrent calculation or the No button
to stop the creation process.
The Concurrent Calculation page opens when the new concurrent calculation is created.
Automatically Create a Concurrent Calculation with a New Calculation Calculation Schedules can be set up to have a concurrent calculation created automatically when a new calculation is created. The Create Concurrent Calculation field on the General FastTab of the Calculation Schedule page has three options that determine if a concurrent calculation is created for the specific calculation schedule:
Never – concurrent calculations are not created automatically; one of the previously listed procedures must be followed to create the concurrent calculation Question – you are prompted to create the concurrent calculation Always – concurrent calculations are created automatically without user interaction
Create Concurrent Calculation = Question
When the Create Concurrent Calculation field is set to Question, you will receive a message when you select the calculation schedule (or choose the Enter key if a standard template is used) when creating a new calculation.
Choose the Yes button to create the concurrent calculation or the No button to stop the creation process.
The Description field on the automatic concurrent calculation is populated from the header of the first calculation used in the concurrent calculation.
Create Concurrent Calculation = Always
When the Create Concurrent Calculation field is set to Always, the concurrent calculation and link to the calculation are created automatically when the calculation schedule is selected on the new calculation.
Choose the Concurrent Calculation action to open the Concurrent Calculation for the calculation.
See Also Calculation Schedules
Item Calculation When a concurrent calculation is created from a document calculation, an item calculation is added automatically to the concurrent calculation line (Line Type = Item) when both of the following conditions are met:
The concurrent calculation line for the item exists with an empty Calculation No. field. Only one certified calculation exists for the item.
When a new concurrent calculation is created from a document calculation (and thus the Calculation No. field is empty on the Item line type), the Item line is populated with the certified calculation.
Item Filter The Item Filter field on the concurrent calculation header is set with the item number from the calculation when both of the following conditions are met:
The concurrent calculation line for the item exists with an empty Calculation No. field. Only one document calculation line (Quote, Blanket Order, and so on) exists for the concurrent calculation.
This filter shows only calculations relating to the item number when you choose the ellipsis button in the Calculation No. field on the lines. Delete this filter to show all calculations.
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Automatically Allocate Calculations to Concurrent Calculations Concurrent calculations can be transferred from existing documents