Calculate
Explanation
To calculate costs, contingency and markups for an item, version or all the versions of an estimate, click
Calculate. The costs inherited from part cost are not re-calculated in cost calculation but any
insecurities added on inherited costs are added and rolled up to the parent level during calculation.
Before a calculation is performed it is possible to define whether the standard lot size can be ignored for
product items with part type Manufactured, i.e. standard lot sizes are not considered at all, and
an order calculation will be performed. There is also an option to define whether all overridden values set for
cost elements at different levels of the tree structure shall be removed and excluded from the calculation.
Prerequisites
- Default cost elements must be assigned for the estimate cost types on the Estimate Cost Type
Connections page.
- The items should be active for the costs to be calculated.
- Currency conversion rates should exist in the estimate or in company default currency rate type for the
header currency (if the header currency is different from default currency code of the company) and currencies
that used in purchase quotations.
System Effects
- As a result of this activity level and accumulated costs, insecurities and markups of the items are
calculated.
- Work center costs, labor class costs and currency conversion rates are retrieved.
- Result logs are generated for potential issues in the cost calculations if Generate Log option is
selected for the calculation.
- Items will be set to Calculated status.