Costpoint Online Help

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Cost Information Subtask

Use this subtask to enter information used to calculate the Cost of Goods Sold for a given item.

The information entered in this subtask is stored in the CLIN_CST_SCH table. Initialize this subtask as part of the product unit pricing setup.

Calculate Cost of Goods Sold based on

Use the options in this group box to select the method you want to use for the COGS calculation.

Field Description
Percentage of Sales

Select this option to have cost of goods sold based on a percentage of sales or from a cost schedule. If you base COGS on a percentage of sales, enter that percentage in the Enter Percentage of Sales to Calculate Cost of Goods Sold field.

Cost Schedule

Select this option to base your COGS on a cost schedule. If you select this method, you must set up at least one row in the Cost Details table window.

Enter Percentage of Sales to Calculate Cost of Goods Sold

Enter the percentage of sales that is to be used for the COGS calculation. This field is available only if you selected the Percentage of Sales option in the Calculate Cost of Goods Sold Based on group box AND if the currency for this CLIN is the same as your company's functional currency. If you do not meet both of these conditions, use the Table Window.

Cost Details

This table is available only if you selected the Cost Schedule option in the Calculate Cost of Goods Sold Based on group box. This table stores unit costs by unit number and date range. Unit Cost of Goods Sold transfers reflect the unit cost based on unit usage date or unit number billed depending on the values entered here. There must be no gaps in the unit quantities or date ranges. Therefore, consecutive quantities from .00000001 to 99,999,999,999.98 must exist in this table for each date range.

Field Description
From Quantity

Enter the first item for which the unit cost is valid. For each new date range, the From Quantity must begin with .00000001. Pressing the Tab key defaults in this value.

To Quantity

Enter the last item for which the unit cost is valid. Consecutive quantities from .00000001 to 99,999,999,999.98 must exist for a given date range before you can enter a new date range. Pressing the Tab key defaults in this value.

Unit Cost in Functional Currency

Enter the cost per unit that must be used for the given units. This cost is displayed in your company's functional currency.

Starting Date

Enter, or click to select, the starting date that must be used for the given units. This is a required field.

Ending Date

Enter, or click to select, the ending date that must be used for the given units. If the consecutive quantities for a given date range do not extend from .00000001 to 99,999,999,999.98, you must enter additional lines for the date range until it meets this validation. This is a required field.

Validation

The following validations occur in this table window:

  • The unit cost must be greater than 0.00.
  • Consecutive quantities from .00000001 to 99,999,999,999.98 must exist for each date range. If a unit cost is in effect for a given number of units, you must add additional lines to expand the number of units to these parameters. For example, if a particular unit cost is in effect for the first 100 units, the From and To quantities entered on the first line of the table window must be from .00000001 to 100.00000000. A second line must be added to the table reflecting the cost increase, or decrease, for all units after number 100.00000000. The From Quantity on this line should be 100.00000001, and the To Quantity should be 99,999,999,999.98. There must be no gaps in the unit number.
  • There must be no overlap in the date range. If the .00000001 to 99,999,999,999.98 unit quantity validation has been met, the Starting Date of the following line must be later than the Ending Date of the previous line.
  • There must be no gap in the date range. If the To Quantity does not equal 99,999,999,999.98, the start date and end date of the next line must equal the start date and end date of the previous line. If the To Quantity does equal 99,999,999,999.98, and there is an additional line, the start date of the next line must be one day later than the end date of the previous line.