User level cost types supported

You can now allow users to view one or all cost types from Product Warehouse Product Setup in Sales Order Entry and related inquiry functions. Use this feature to provide visibility into costs, based on individual user requirements. You can prevent users, such as customer service representatives, from viewing the true cost of a product. Conversely, you can allow users who negotiate prices, such as sales managers, to view all costs.

The user level costs are displayed in Sales Order Entry, Sales Order Inquiry, Sales Customer Pricing Inquiry, Product Inquiry, and the Sales Order Master List Report.

You can use the new View Cost Type Override field in SA Operator Setup to determine which cost type the user can view. These options are available:

  • AO Default

    Retain this default value to allow the user to view costs when Yes is selected in the Allow User to View Costs field. The costs that the user can view are based on the Mark Up From and Post to S/M by fields in SA Administrator Options-Products-Costs.

  • Average, Standard, Replacement, or Last

    Select a specific cost to allow the user to view only that cost type and the calculated margin amount and margin % values based on that cost. Costs for stock products are from Product Warehouse Product Setup. Costs for catalog products are from Product Catalog Setup. Costs for products entered as nonstocks are from the sales order line.

    When you select a specific cost, the user can specify the cost of nonstocks but cannot change the cost of stock or catalog products in Sales Order Entry. The user can change the margin % value in Sales Order Entry or pricing worksheets in both Sales Order Entry and Sales Customer Pricing Inquiry to change the price of the product.

    Note: The costs and margin values are for display purposes only. The costs that are based on the AO defaults are still used for invoice processing calculations.

    All product costs for a sales order line with a stock product are saved to the OEEL database table when the line is validated and when the order is saved. The costs from the OEEL table are provided to Data Lake. The appropriate costs are recalled from the OEEL table for display in the UI, depending on the cost type each user can view.

  • All
    Select this value to allow the user to see both the AO default costs and Product Warehouse Product Setup costs. Users can view all costs for stock products in the new All Costs section in Sales Customer Pricing Inquiry-Pricing and Sales Order Inquiry-Line Detail-Extended, or on the new All Costs page in Sales Order Entry-Advanced Line Entry.
    Note: In the All Costs section of Sales Order Inquiry-Line Detail-Extended, all product costs for a sales order line are from the OEEL table.

Feature activation

Select the cost type that a user can view in the View Cost Type Override field in SA Operator Setup-Controls. If you select a specific cost type, then No is automatically selected in Allow User to View Costs and Cost Override Option fields in SA Operator Setup. If you select All, then also select Yes in the Allow User to View Costs field. If you the retain AO Default, then this feature is not activated for the user.