User level view cost types

You can allow a user to view one or all of these cost types from Product Warehouse Product Setup in Sales Order Entry and related inquiry functions:

  • Average
  • Standard
  • Replacement
  • Last

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 these functions:

  • Sales Order Entry
  • Sales Order Inquiry
  • Sales Customer Pricing Inquiry
  • Product Inquiry
  • Sales Order Master List Report

To activate this feature, select one of these values in the View Cost Type Override field on each user's SA Operator Setup record:

  • 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 or Post to S/M by fields in SA Administrator Options-Products-Costs. The calculated margin amount and margin % values are based on that cost.

  • Average, Standard, Replacement, or Last

    Select a specific cost to allow the user to view only that cost type from Product Warehouse Product Setup for stock products. The calculated margin amount and margin % values are based on that cost. The costs for nonstock products, including catalog products, that the user can view are from sales order lines.

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

    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.

    When a specific cost is selected, these restrictions apply:

    • Users cannot view other costs, such as at the header level, in Sales Order Entry and other functions. This restriction is to prevent users from inferring the AO default cost.

    • Users cannot change the cost of products in the Extended fields section in Sales Order Entry-Advanced Line Entry. To change the price of a product, the user can change the margin % value in Sales Order Entry or use pricing worksheets in Sales Order Entry and Sales Customer Pricing Inquiry. The user can change the cost of nonstocks and catalog products on the Nonstock page.

  • All

    Select this value to allow the user to view the AO default cost and Product Warehouse Product Setup costs. If you select All, then also select Yes in the Allow User to View Costs field.

Cost type retention

All Product Warehouse Product Setup costs for a stock product are saved to the OEEL database table when the sales order line is validated and when the order is saved. The appropriate costs are recalled from the OEEL table for display in Sales Order Entry and inquiry functions, depending on the cost type the user can view. The saved costs are also included in the Original System Line Costs section on the Sales Order Master List Report. The costs that are included in the report are based on the Allow User to View Costs and View Cost Type Override settings for the user that created the report.

When a user copies a sales order, all product costs from the old order are retained on the new order unless Recalculate SM Cost is selected.

The cost of the product, based on the Post to S/M By field in SA Administrator Options-Products-Costs, is saved in the oeel.prodcost field in the OEEL table. This table shows the fields in which the Product Warehouse Product Setup costs are saved for each order:

Cost type OEEL table field
Average oeel.systemavgcost
Standard oeel.systemstndcost
Replacement oeel.systemreplcost
Last oeel.systemlastcost
Note: Only costs for products with Product Warehouse Product Setup records that are entered as stock line items are saved to the OEEL table. Costs for nonstocks, kit component, tallies, or catalog products are not saved.

The costs from the OEEL table are available to Data Lake.

Cost type visibility

When a user can only view one cost, labels for costs and margins fields in most functions include 'View' or 'View Cost'. For example, fields in Sales Order Entry are labeled 'View Cost', 'View Cost Margin %', and 'View Cost Margin Amount'. The type is cost that the user can view is not apparent to the user.

When a user can view all costs for stock products, all costs are displayed in these functions:

  • All Costs section in Sales Customer Pricing Inquiry-Pricing
  • All Costs section in Sales Order Inquiry-Line Detail-Extended
  • All Costs page in Sales Order Entry-Advanced Line Entry
  • Balances page in Product Inquiry-General
In Sales Customer Pricing Inquiry and Product Inquiry, the product costs are the current costs from Product Warehouse Product Setup. In Sales Order Inquiry, all product costs for a sales order line are from the OEEL table. In Sales Order Entry, the product costs for an existing sales order line are from the OEEL table. Product costs for new sales order lines are from Product Warehouse Product Setup.