Use this screen to view detail and summary information about costs that have been incurred and relieved against selected manufacturing orders (MOs). You can print either a detail report listing the cost element information by MO, or a summary cost report.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Enter, or click to select, a parameter description of up to 30 alphanumeric characters.
Use this group box to define a range criteria for costs that you want to include in report.
Use the fields in this group box to choose costs based on MO number.
From the drop-down list, select the range option to specify MO costs by MO number. Valid values are:
All — Select this option to include all available records. The Start and End fields are disabled for this option. This is the default for selecting by MO.
One — Select this option to include only one record. Enter that value in the From field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. Enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting MO number to include in the report.
Enter, or click to select, the ending MO number to include in the report.
Use the fields in this group box to select the manufacturing orders (MO) that are closed or completed within a certain date range. This only applies when MO status of Closed or Completed is selected on the screen.
From the drop-down list, select the range option to specify MO that are closed or completed within a certain date range. Valid values are:
All — Select this option to include all available records. The Start and End fields are disabled for this option. This is the default for selecting by MO.
One — Select this option to include only one record. Enter that value in the From field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. Enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting MO closed/completed date.
Enter, or click to select, the ending MO closed/completed date.
Use the fields in this group box to choose costs based on build-to project. To be included in the report, the MO's build project ID or one of the MO's allocation projects must be within the specified range.
From the drop-down list, select the range option to specify MO costs by project. Valid values are:
All — Select this option to include all available records. The Start and End fields are disabled for this option. This is the default for selecting by project.
One — Select this option to include only one record. Enter that value in the From field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. Enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting project to include in the report.
Enter, or click to select, the ending project to include in the report.
From the drop-down list, select the range option of the part IDs. Valid values are:
All — Select this option to include all available records. The Start and End fields are disabled for this option. This is the default for selecting by part/rev.
One — Select this option to include only one record. Enter that value in the End field. The Start field is disabled for this option.
Range — Select this option to include a contiguous range of records. Enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the ID of the starting part. You can use the adjacent field to specify the revision for the selected part.
Enter, or click to select, the ID of the ending part. You can use the adjacent field to specify the revision for the selected part.
Use the fields in this group box to choose costs based on build-to inventory abbreviations.
From the drop-down list, select the range option to the inventory abbreviation. Valid values are:
All — Select this option to include all available records. The Start and End fields are disabled for this option. This is the default for selecting by inventory abbreviation.
One — Select this option to include only one record. Enter that value in the From field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. Enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting inventory abbreviation to include in the report.
Enter, or click to select, the ending inventory abbreviation to include in the report.
Use the fields in this group box to choose costs based on warehouse.
From the drop-down list, select the range option of warehouses. Valid values are:
All — Select this option to include all available records. The Start and End fields are disabled for this option. This is the default for selecting by warehouse.
One — Select this option to include only one record. Enter that value in the From field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. Enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting warehouse to include in the report.
Enter, or click to select, the ending warehouse to include in the report.
Use the fields in this group box to choose costs based on WIP account.
From the drop-down list, select the range option of the WIP accounts. Valid values are:
All — Select this option to include all available records. The From and To fields are disabled for this option. This is the default for selecting by WIP account.
One — Select this option to include only one record. Enter that value in the From field. The To field is disabled for this option.
Range — Select this option to include a contiguous range of records. Enter the beginning value for the range in the From field and the ending value of the range in the To field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. Enter the last value for the range in the To field. The From field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. Enter the value from which the range should begin in the From field. The To field is disabled for this option.
Enter, or click to select, the starting WIP account to include in the report.
Enter, or click to select, the ending WIP account to include in the report.
From the drop-down list, select the primary sorting field for the detail report. Valid values are:
Manufacturing Order
Inventory Abbreviation
Project
From the drop-down list, select the secondary sorting field for the summary report. Valid values are:
Inventory Abbreviation
Project
Account/Organization
Use this group box to define specific inventory abbreviations and manufacturing orders that you want to include in the report.
This check box is selected by default. Keep it selected to include in the report MOs with asset build-to inventory abbreviation.
This check box is selected by default. Keep it selected to include in the report MOs with Project WIP build-to inventory abbreviation associated with a non-common inventory project.
This check box is selected by default. Keep it selected to include in the report MOs with an expense build-to inventory abbreviation.
Use the fields in this group box to include or exclude costs based on the MO status.
Select this check box to include costs from released manufacturing orders in the report.
Select this check box to include costs from in-shop manufacturing orders in the report.
This check box is selected by default. Keep it selected to exclude costs from closed manufacturing orders in the report.
This check box is selected by default. Keep it selected to exclude costs from completed manufacturing orders in the report.
Use the fields in this group box to select the costing method.
This check box is selected by default. Keep it selected to include MOs with a costing method of average actual (based on the inventory project associated with the build-to inventory abbreviation) in the report.
This check box is selected by default. Keep it selected to include MOs with a costing method of standard (based on the inventory project associated with the build-to inventory abbreviation) in the report.
Select this check box to print the MO detail for the selected manufacturing orders. If you selected both costing method options (Average Actual and Standard), then Costpoint generates separate reports for each costing method.
Select this check box to include burden cost amounts for each MO's cost elements.
Select this check box to print the summary cost information for the selected manufacturing orders.
Select this check box to include relieved amounts for each MO's cost elements.
Select whether costs are to be burdened at actual or target rates.
Select this check box to display total cost amounts for each manufacturing order.