Overview
This guide provides comprehensive details to ensure the costing function operates correctly in ProcessForce. Both SAP Business One and ProcessForce settings must be properly configured for accurate and efficient costing calculations. The sections below outline the key configuration steps, paths, and considerations.
SAP Business One Setting
Company Details
Administration → System Initialization → Company Details
- Use Perpetual Inventory: this field can be checked or unchecked based on regional practices. For instance, it is checked in the UK and unchecked in Italy.
- Manage Item Cost per Warehouse: it is optional, but should be decided before recreating costings.
Document Settings
Administration → System Initialization → Document Settings
In a Standard Costing environment, WIP (Work-in-Progress) variances arise from differences between planned and actual quantities or costs of finished products. To accommodate this - ensure Parent Item WIP Accounts are checked.
Warehouses
- New Warehouses: automatically added to the Item Master record based on the SAP Business One configuration. In turn, each warehouse is added to each Item Costing record.
- Deleted Warehouses: automatically removed from each Item Costing record.
- Drop Ship Warehouses: excluded from Item Costing records.
ProcessForce Settings
Administration → System Initialization → General Settings → ProcessForce tab → Costing tab
Costing Price Determination
Refer to Costing Price Determination for more information.
Restore Functions
If items were added to the Item Master Data form when ProcessForce was not running, select Restore Item Costing and Resource Costing to populate the corresponding costing objects.
Click here to find out more about Restore Function.
Cost Categories
Administration → Setup → Financials → Cost Categories
Define and manage cost categories for streamlined cost calculations.
Default Overhead Rates
Administration → Setup → Inventory → Item Groups
Assign fixed and variable overhead rates by Item Group. When a new item is created as part of an Item Group, these values will be automatically added to the corresponding fields within the Item Costing form.
Default fixed and overhead values are automatically added to the item costing record for all defined cost categories, except 000
Changing Default Overhead Values
- Update the default values and press the "Update" button.
- A system message will display.
- To apply new values to all existing Item Costing records, press "OK" and then "Update".
- To apply new values only to new items, close the window and press "Update".
- Newly added items will automatically use the updated default values.
By configuring both SAP Business One and ProcessForce settings correctly, you can ensure accurate and efficient costing processes. Each step in this guide is designed to align the system settings with your operational needs, minimizing discrepancies and streamlining production cost management. Follow the outlined paths and tips for a seamless implementation.