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Maintain Costing Sheet

This menu option shows you how to define a sheet.

The costing sheet links all the parts of overhead calculation. It comprises the following lines which are processed during the calculation:

Base lines contain the calculation base for the overhead calculation, meaning the cost elements and origins to which overhead is to be applied.
Overhead lines are defined when you assign an overhead to them. An overhead line refers to one or more base lines or totals lines. The amount contained in these lines is the overhead amount, calculated using the percentage arrived at via the overhead records.
No calculation bases or overheads are assigned to the totals lines. They are used only to calculate interim or final totals.

Activities

1. Check whether the costing sheets delivered are sufficient for your requirements
2. Change the costing sheets delivered to meet your requirements, or define sheets of your own.

Proceed

3. To create a costing sheet, choose Goto-> Costing sheets in the initial overhead screen.
You can then proceed in one of two ways:
a) To copy an existing sheet, proceed as follows:
- Overwrite the desired entry in the list.
- Press "Enter".
- Press "Save" to include the copied sheet into the overview.
b) To create a new sheet, proceed as follows:
- Scroll to the end of the list.
- Enter a new identification code and name.
- Press "Enter".
- Press "Save" to include the new sheet in the list.
4. To define the sheet, proceed as follows:
a) Position the cursor on the desired entry.
b) Press the "Detail screen" key.
c) Define a Basis line.
d) Create a Calculation base an.
e) Define an overhead line .
f) Define an overhead.
g) Define a credit.
h) Define a totals line .
i) Having completed the costing sheet, save it.

Additional information

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