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Procedure documentationEditing Multilevel Cost Estimates Locate this document in the navigation structure

Prerequisites

You are in the Multilevel Unit Costing screen. You can reach this screen by either of the following menu paths:

  •   Accounting   Controlling   Product Cost Controlling   Product Cost Planning   Material Costing   Cost Estimate Without Quantity Structure   Edit Multilevel  

  •   Accounting   Controlling   Product Cost Controlling   Product Cost Planning   Reference and Simulation Costing   Edit Base Planning Object - Multilevel  

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   Create (Create)   Create Material Cost Estimate  .

  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.

To create a base planning object and insert it into the costing structure:

  1. Choose   Create (Create)   Create Base Planning Object  .

  2. Enter the name of the new base planning object, the controlling area and, if applicable, a reference.

  3. Edit the master data of the base planning object (for example, base unit of measure, plant and description) and choose Create Cost Estimate (Create Cost Estimate).

  4. Enter a costing variant and reference if required.

  5. Enter the costing items in the list screen and save them together with the base planning object.

  6. Edit the base planning object 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   Copy (Copy)   Copy Selected Cost Estimate  .

  • To select and copy an existing material cost estimate, choose   Copy (Copy)   Copy Material Cost Estimate   and enter the selection criteria.

Changing Cost Estimates
To change a material cost estimate or base planning object that has been selected in the costing structure:

  1. Choose   Change (Change)   Change Selected Cost Estimate  .

    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 or base planning object:

  1. Choose   Change (Change)   Change Material Cost Estimate   or Change Base Planning Object.

    The dialog box Selection of material cost estimates or Selection of base planning objects appears.

  2. In the dialog box, enter selection criteria to search for the cost estimate or base planning object.

To change a material cost estimate without quantity structure or a base planning object 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   Display Cost Estimate (Display Cost Estimate)   Display Selected Cost Estimate  .

  • To display a material cost estimate with quantity structure, choose   Display Cost Estimate (Display Cost Estimate)   Display Material Cost Estimate with Quantity Structure  , 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   Create (Create)   Create Material Master  .

    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   Settings (Settings)   Display Costing Structure Above  .

  • To move the costing structure to the left, choose   Settings (Settings)   Display Costing Structure Left  .

  • To display all items in the costing structure, choose   Settings (Settings)   Show All Items  .

  • To display only the material cost estimates and base planning objects, choose   Settings (Settings)   Hide Items  .

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   Print view (Print view)   Print preview of view   or Print preview of entire hierarchy.

  • To print the displayed or entire costing structure, choose   Print view (Print view)   Print view   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.

More Information

Creating a Cost Estimate Without Quantity Structure

Creating Base Planning Objects

Creation of Costing Items

List Screen of the Unit Cost Estimate

Costing Variant

Costing Sheet