Procedure documentationEditing Multilevel Cost Estimates

Prerequisites

You are in the Multilevel Unit Costing screen. You reach this screen by choosing Start of the navigation path Accounting Next navigation step Controlling Next navigation step Product Cost Controlling Next navigation step Product Cost Planning Next navigation step Material Costing Next navigation step Cost Estimate Without Quantity Structure Next navigation step Edit Multilevel End of the navigation path.

You can create a worklist so that frequently used data can quickly be accessed in multilevel unit costing. For more information, see Using Worklists.

Note Note

Some functions can be accessed both with the toolbar and with the right mouse button.

End of the note.

Procedure

Creating Cost Estimates
To create a material cost estimate without quantity structure and insert it into the costing structure:
  1. Choose Start of the navigation path Create (Create) Next navigation step Create Material Cost Estimate End of the navigation path.

  2. Enter the necessary data, such as the material, plant and costing variant.

  3. Enter the costing items in the list screen and save them together with the material cost estimate without quantity structure.

  4. Edit the material cost estimate using multilevel unit costing. Insert items by dragging them from the worklist.

Copying Cost Estimates
  • To copy a cost estimate that has been selected in the costing structure, choose Start of the navigation path Copy (Copy) Next navigation step Copy Selected Cost Estimate End of the navigation path.

  • To select and copy an existing material cost estimate, choose Start of the navigation path Copy (Copy) Next navigation step Copy Material Cost Estimate End of the navigation path and enter the selection criteria.

Changing Cost Estimates
To change a material cost estimate that has been selected in the costing structure:
  1. Choose Start of the navigation path Change (Change) Next navigation step Change Selected Cost Estimate End of the navigation path.

    Note Note

    You cannot change material cost estimates with quantity structure. You can only display them or use them as a reference for a material cost estimate without quantity structure.

    End of the note.
To select and change a material cost estimate:
  1. Choose Start of the navigation path Change (Change) Next navigation step Change Material Cost Estimate End of the navigation path.

    The dialog box Selection of material cost estimates appears.

  2. In the dialog box, enter selection criteria to search for the cost estimate.

To change a material cost estimate without quantity structure in the list screen of the unit cost estimate:
  1. Double-click on the cost estimate in the costing structure.

  2. Edit the list screen of the unit cost estimate. Add or delete costing items as required. Choose Information on costing item (Information on costing item) to analyze further information, such as the cost element.

  3. To display the cost estimate header information, choose Header (Header). From here, you can choose Information on Cost Estimate Header (Information on Cost Estimate Header) to analyze further information, such as the settings for the costing variant or the costing sheet.

    Note Note

    For material cost estimates with quantity structure, double-clicking takes you to the cost estimate display, not to the list screen of the unit cost estimate. For more information, see Analyzing the Results.

    End of the note.
Displaying Cost Estimates
  • To display a cost estimate that has been selected in the costing structure, choose Start of the navigation path Display Cost Estimate (Display Cost Estimate) Next navigation step Display Selected Cost Estimate End of the navigation path.

  • To display a material cost estimate with quantity structure, choose Start of the navigation path Display Cost Estimate (Display Cost Estimate) Next navigation step Display Material Cost Estimate with Quantity Structure End of the navigation path, then search for a material cost estimate in the dialog box.

Inserting Items from the Worklist

To insert an item into the cost estimate from the worklist, drag the item from the worklist to the costing structure or to the list screen of the unit cost estimate. For more information, see Using Worklists.

Creating Materials
  1. In the costing structure, choose Start of the navigation path Create (Create) Next navigation step Create Material Master End of the navigation path.

    The screen Create Material: Initial Screen appears.

  2. Enter the necessary data, such as the material number and material type.

  3. Create accounting and costing views, and save the material.

For more information, see Material Master Records.

Settings in the Costing Structure
  • To move the costing structure upwards, choose Start of the navigation path Settings (Settings) Next navigation step Display Costing Structure Above End of the navigation path.

  • To move the costing structure to the left, choose Start of the navigation path Settings (Settings) Next navigation step Display Costing Structure Left End of the navigation path.

  • To display all items in the costing structure, choose Start of the navigation path Settings (Settings) Next navigation step Show All Items End of the navigation path.

  • To display only the material cost estimates, choose Start of the navigation path Settings (Settings) Next navigation step Hide Items End of the navigation path.

Removing Cost Estimates from the Costing Structure
  • To remove a cost estimate from the costing structure, position the cursor on the cost estimate and choose Remove Cost Estimate with the right mouse button.

  • To remove all cost estimates from the costing structure, position the cursor on the Costing Structure node and choose Remove All Cost Estimates with the right mouse button.

Searching in the Costing Structure

To search for a term in the costing structure, choose Find (Find).

Printing the Costing Structure
  • To go to the print preview of the displayed or entire costing structure (all items), choose Start of the navigation path Print view (Print view) Next navigation step Print preview of view End of the navigation path or Print preview of entire hierarchy.

  • To print the displayed or entire costing structure, choose Start of the navigation path Print view (Print view) Next navigation step Print view End of the navigation path or Print entire hierarchy.

Changing the Layout

You can change the layout to add or remove information.

For information on working with layouts, see Creating, Changing, and Managing Layouts.