Rolling Up Costs for Costing Analysis

Any time you add or change items in a costing alternative record, you must roll up the new item costs using the Costing Analysis Alternative Roll Up form. You will know that a rollup is needed when the Roll Up check box on the Costing Analysis Workbench form is selected. Frozen costing alternatives cannot be rolled up.

When you roll up costs in a costing alternative set to Copy Routing, that routing is copied into the costing alternative and accessed on the Costing Analysis Alternative Current Operations and Costing Analysis Alternative Current Materials forms. The Change Cost Rates utility may be used to make changes to the cost rates in the alternative current operations, if the costing alternative is not frozen.

When you roll up costs in a costing alternative for which the routing was not copied, the routing for the selected BOM Type is used as the basis, and any new rates from the Product Codes, Departments, Work Centers, and Materials tabs are applied to calculate the new unit costs. The Change Cost Rates utility and Substitute Bill of Materials Components utility do not apply to costs on these tabs.

To roll up new item costs:

Open the Costing Analysis Alternative Roll Up form.
Specify the costing alternative record to work with. (If you opened the form from the Workbench, the costing alternative record you were working on there is selected automatically.)
Optionally, you can specify criteria to restrict the roll up to a subset of the items in your costing alternative. For example, you can narrow your roll up by source, cost method, or a range of product codes or items. However, you will not be able to compare costs for any items that are not rolled up.
Make sure Item in Alternative List is set appropriately.

When selected, only items in the costing alternative record are rolled up. If you clear the check box, then the costing alternative will be populated with all items that match the criteria specified on this form. You could inadvertently add many thousands of items to the costing alternative.
Click Process.

New item costs are calculated, and subassemblies for manufactured items are automatically added to the Workbench Items tab. Now that the roll up is complete, you can use the Compare tab on the Costing Analysis Workbench to compare costs.