Edit Batch calculation

Stock Management > Inventory transactions > Batch calculation (precalculation) > Batch calculation overview > Edit Batch calculation

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Editing window for batch calculation. All settings are found in the Master data tab. Results are provided in the results tab.

 

PATH: Inventory > Inventory transactions > Batch calculation > double-click/Edit an entry in the list.

Field

Description

Number

Unique number of the batch calculation definition.

Description

Description of the batch calculation.

Type

Type of calculation.

Valuation: calculated values are used for further valuation, for example in Production > Post-calculation > Standard price or for item price revaluation.

Note: if the option "to standard costs" is active, the option "type=valuation" is mandatory.

Simulation: Only calculation without  using results further.

Remark

Comments on this calculation.

Calculate in-house production

If active, the tab "In-house production" will be displayed, and items to be produced in-house will be calculated. Tab is only visible if it is allowed to calculate purchased items.

See Configuration wizard > Calculation > Precalculation > Calculation of purchased items.

Check box can only be deactivated if  purchased items will be calculated.

Calculate purchased items

If active, the tab "Purchased items" will be displayed and the item to be purchased will also be calculated.

 

Selection tab

batch calc_Edit

Window pk_batchkalk_browse.psr
 

Field

Description

Item Range

Item range to be calculated (item numbers from–to).

Item Group

Item groups to be calculated.

Material group

Material groups to be calculated.

Item properties

If these are not selected, this setting is ignored.

You can use an OR or AND connector to specify which items should be considered with which item properties.

Employee

Consideration item only from the employee chosen here.

Filter SQL

An own SQL statement can be stored here, with which the containment can be executed.

 

Click on the SQL Icon left of field to define the SQL Filter.

Batch_calc_SQL

Window sys_sqleditor_inserted
 

Here you can define the SQL statement after "WHERE"

 

select "OITM"."ItemCode" from "OITM"
where /* all other filter */ /* your filter */

 

Available tables: BEAS_PK_BATCHCALC and Item Table "OITM"

 

Example: Only all items which begin with "A".

and substring("ItemCode",1,1)='A'

 

 

If a faulty SQL statement is entered, a red flag is displayed. If it is correct, a green flag is displayed.

Last goods receipt

If a value is entered here, only the items posted in the previous days (not working days) will be considered via purchase – goods receipt.

 

Use this for revaluation of purchase parts.

 

Note:

If this restriction is not to be considered, the value of this field has to be deleted completely.

Blocked items

If enabled, blocked items are included to the calculation. Default: active.

 

Note deleted items (OITM.Deleted='N') and items of other type than "item" (OITM.ItemType='I') are generally not included into the calculation.

 

In-house production tab

batch calc_inhouse

Window pk_batchkalk_browse.psr
 

Field

Description

Calculate In-house Production

Should parts produced in-house be calculated? Activated by default.

 

Field: eigenteil (J =on - standard, N=off)

Pricing

Pricing for calculation

If this field is not filled, standard settings will be used.

See

Precalculation - Material - Purchase price.

Configuration wizard - Calculation - Precalculation - Pricing.

Pricing 2

Second pricing if no price could be determined with the first one

Enter calculation price

Should the calculation price stored in the item master data be entered? If so, you can specify the price in the following field.

This field is visible only if "per warehouse" was not enabled.

See Item - Calculation - Calculation price.

Includes price for

Specifies the value of the calculation price to be entered.

This field is visible only if "fill calculated price" was enabled.

See Item - Calculation - Calculation price.

Calculate price list

If a price list was selected, you can specify the price that should be entered in the following field.

 

This field is visible only if "per warehouse" was not enabled.

 

Note:

Saving the price list is very time-consuming. If Beas finds a beas-common-Service running, the price list update is moved to that service. Therefore, the Precalculation can be completed faster.

 

Reference to

Specifies the price that should be entered in the price list. At single level calculation this price is used for "material price determination" for the upper assembly.

See single step.

See single step.

See single step.

Calculation schema

You can select a calculation schema to be used to perform the calculation.

See Calculation schema.

One step

When enabled, only the first level of the calculation is computed. Sub-assemblies are not broken down but calculated as purchase parts; phantom assemblies are broken down.

 

Depending on the switch "value depending assemblies" (see below) sub-assemblies are always valued first.

 

Calculation item area A-C.

Assembly A  contains a subassembly B which again includes a subassembly C.

First the assembly C is calculated, then B and A as last.

 

The subassembly is valued with the value indicated in "Price list" - "with reference to". If the subassembly was not valued before, the price according to "pricing" is used.

 

Calculation item area A-B

"value depending assemblies" disabled.

Assembly A  contains a subassembly B which again includes a subassembly C. First, assembly B is calculated, C is valued according to "pricing" like material.

Assembly A is calculated as last, for valuation of B the calculation result is used - according to the setting "with reference to".

 

Note:

If purchase parts are included in the batch run, calculating the assemblies the calculated price of the purchase parts is used as reference for material valuation.

 

Field: onelevel (1=on, 0=off - Standard)

Thereof dependent Assembly valuate

Button only visible if "One step" was activated.

If active, sub-assemblies of the assemblies to be valued are also valued, even if they do not fit the selected filter.

Filter: All items from A-B
Item A is calculated, which includes items B and C

If the switch is active, items  B and C are valued before.
If the switch is not active, only item B is valued. For item C the price according to pricing is used.

Note: Variants are not checked!

 
Example:
subassembly B1 variant "A", B2 for variant "B"
Both sub-assemblies are calculated, even if only one of the sub-assemblies is included in the calculation of the superordinate assembly.

Field: onelevellinked,(1=on, 0=off - Standard) Version: beas9.9-000-000-006

 

Purchased items tab

A calculation of purchased items is only possible if activated in Configuration wizard > Calculation > Precalculation.

Batch_calc_purch

Window pk_batchkalk_browse.psr

 

Field

Description

Calculate Purchase Items

You can use a purchased item evaluation, for example, to add administration costs and any other costs at a default price defined by pricing, and to fill a price list.

Calculation for this area is deactivated by default.

 

Purchase part calculation may be used for generating a sales price list, after adding storage costs, transport costs, revenue etc.

 

Purchase parts are calculated the same way as assemblies. Stored routings and materials are taken into account. If no BOM was stored, the material itself is taken as reference, all surcharges from the selected calculation schema are added, and the price is saved.

 

Example 1

 

Material A

 |_ Material B

 

Result = Costs from Material B + Calculation Schema

 

Example 2

 

Material A (without Bill of Material)

 

Result = Costs from Material A + Calculation Schema

 

 

Order of calculation

 

When calculating assemblies and purchase parts, first the purchase parts are calculated and the resulting value is incorporated into the assembly.

 

Field: kaufteil (J=on, N=off - Standard)

Pricing purchase part

Pricing for calculation.

If this field is not filled, standard settings are used.

See

Precalculation - Material - Purchase price

Configuration wizard - Calculation - Precalculation - Pricing

Pricing 2

Second pricing if no price could be determined with the first one.

Fill calculated price

Should the calculation price stored in the item master data be entered? If so, you can specify the price in the following field. This field is visible only if "per warehouse" was not enabled.

See Item - Calculation - Calculation price

With reference

Specifies the value of the calculation price to be entered.

This field is visible only if "fill calculated price" was enabled.

Fill price list

If a price list was selected, you can specify the price that should be entered in the following field.

 

This field is visible only if "per warehouse" was not enabled.

 

Saving the price list is very time-consuming; it can double computation time.

If the beas common interface is active, the process is executed asynchronously using this interface. Thus, price lists are updated using fewer resources.

Note:

The price list is filled using DI-API. The user starting the calculation requires rights to change prices via DI-API.

 

See Servever management

See Servever management

See Servever management

With price

Specifies the price that should be entered in the price list.

This field is visible only if at "fill price list" a price list was selected.

Calculation schema

You can select a calculation schema to be used to perform the calculation.

See Calculation schema.

 

 

Extended

Batch_calc_Ext

Window pk_batchkalk_browse.psr

 

Field

Description

Consider special price list

Independent of the configuration wizard, you can set up whether to consider special price lists and blanket agreements.

Per Warehouse

If enabled, calculation will be performed per warehouse. In the next field, the warehouses to be included can be limited.

Field is only visible, if in SAP Business Onebasis initialization "Price per warehouse" was set up.

If enabled, no prices can be saved to the price list or to the calculation price, because there a price per warehouse is not allowed.

This calculation is computationally extensive.

See Precalculation - Material - Purchase price

For item view

If active, the result of this calculation is displayed in item master; under "calculation" detailed information of the last calculation and various diagrams can be displayed. Only the result of one batch calculation is displayed. This can be used to define which of the batch calculations shall be used for the view.

For standard costs

Standard costs

If active, this batch calculation is used for valuation of standard costs. In this case,  the button „stock revaluation" is displayed in the results list. You can revalue the calculated items with this option.

Furthermore, this switch affects the standard valuation method.

 

Post calculation – Single stage valuation

In one stage post calculation "last Precalculation" can be used as a valuation form. The Precalculation in which this switch was activated is considered in this case.

See Configuration wizard - Post calculation - Singe stage valuation

 

Note

If enabled, the type of batch calculation is set automatically to "valuation".

 

For "Pricing per warehouse" you need to set up "per warehouse" here.

Do not select the option "save Precalculation".

 

See:

Batch calculation – stock revaluation

Valuation of assembly Standard costs method
Concept: valuation of assemblies
WO items
Edit Batch-calculation Standard costs

Variant

If any other than variant "A" shall be used as default, enter the variant here.

 

You can also store a variant in warehouse definition; the variant stored there has a higher priority.

Warehouse

Selected warehouse

Calculate automatically

The batch-calculation can be started automatically via an activity. Use this switch to control whether this batch-calculation is to be included.

See Activities.

See Activities.

See Activities.

Last calculation

Date of last calculation

As service

Determines the mode of calculation.

If the batch-calculation is started, it is carried out in the background. You can continue working. This is also possible for big amounts of data.

This service uses the same, currently logged-on user – please make sure that all necessary rights have been granted.

The calculation is started immediately. You need to wait until it is finished. Use this option for debugging. Do not use this mode for of huge amounts of data.

Precalculation Save

If active, the calculation is saved as Precalculation.

 

Note:
This type takes much more time. Select this option only if you need an image of this calculation to view it under Precalculation.

 

As "Customer name" the designation of Batch-calculation is saved, under "Info" the continuous calculation number.

 

Disabled option (Default):

Calculation is faster. Results and schema are saved and can be viewed under Batch-calculation Results

 

Note:

Option may not be enabled, when using the batch-calculation for standard pricing.

 

back to overview batch calculations

 

Window: pk_batchkalk_edit


Help URL:http://www.beascloud.net/docs/help/online_eng/index.html?batchkalkulation_bearbeiten.htm