Assign costs and generate a cost report

Creating cost reports

Tracking costs is a valuable tool to an organization. Manufacturing costs may include the costs of labor, materials, tools, machines, or other costs associated with the production of products.

To support this need, Report Generator includes the capability to show costs assigned to items and the cost totals in a report.

Cost data can be assigned to any item revision in any of your product, process, or plant structures.

Assign costs to an item

To assign costs to an item, create a CostData form, attach it to an item, and assign a monetary value to it.

Note

The CostDataForm type is installed when you install the rich client.

Procedure

1. Select the item to which the costs are being assigned from the Product, Process, or Plant structure view in Manufacturing Process Planner or Part Planner.

2. Open the item in the Attachments view.

3. From the Attachments view, select the item revision.

4. Choose File→New→Dataset.The New Form dialog box is displayed.

5. Select the CostDataForm type.

6. Type values in the Name and Description boxes.

7. Select Open on Create.

8. Click OK.The Cost Data form dialog box is displayed.

9. In the CostAmount box, type a currency value for the item.

10. Click OK.The cost data form is added as an entry in the Attachments view.

Generate a cost report

After you assign cost values to items in your product, process, and plant structures, you can generate reports that display each item and its associated cost.

Procedure

1. Select the item for which costs are being reported from the tree hierarchy in the structure view in Manufacturing Process Planner or Part Planner.

2. Choose Open With→Report from the shortcut menu.

3. From the Type menu, select the cost report.

4. Click Generate Report .