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Descriptor Costing
This screen allows you to create and maintain Last and Standard Costs for Descriptors in addition to viewing their Cost History.
List Tab
Display fields
The displayed fields are taken from the Descriptor information contained in the Descriptor Master file. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’. On the displayed panel you can:
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Click on the ‘Show field’ checkbox to display the field |
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Amend the column heading by changing the content of ‘Display Label’ |
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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’. |
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Click the ‘Save’ Button when done. |
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Include Inactive Status - If this is checked then the displayed list will include those Descriptors whose status is ‘Inactive’
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Descriptor Costing screen.
Related: This will bring up a list of functions that are related to Descriptor Costing. You may open and maintain information in those screens whilst still remaining in the Descriptor Costing screen.
Reports: This will bring up a list of Reports that are related to Descriptor Costing. You can immediately run the report whilst still remaining in the Descriptor Costing screen.
Detail Tab
Entry and Display fields
Descriptor Code: Display only field that shows the current selected Descriptor
Unit: Display only field that shown the Unit of Measure for the Descriptor
Description: Display only field that shown the description as held against the Descriptor
Pricing Group: Display only field that shown the Pricing Group as held against the Descriptor
Status: Display only field that shown the current status of the Item. The options are:
Active - Is currently used throughout Ostendo
Inactive - Cannot be used but history retained
Descriptor Costing Information
Last Cost: This is maintained through receipts through Purchases. There are instances, however, when the cost of the last receipt is not known, therefore you can enter that cost here if required.
Standard Cost: This is maintained here although the Standard Cost can be updated via the Cost update routine.
Descriptor Information
Descriptor Classification: Descriptors can be used for many things. Within Ostendo there are three classifications that are addressed in different ways. The options are:
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General Purpose - Used as if it was a non-stock Item. The Pricing and Costs are as above |
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Kitset Code - This is where a Kit contains many Parts that can be picked but the Sell Price can (optionally) be at the Kitset (Descriptor) level |
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Task Bill - This is where a Task Bill contains many Items, Descriptors and Activities for detailed cost evaluation and scheduling but has a single ‘Task Bill’ for invoicing purposes |
Sourced By: This is a display only field showing the normal method by which this Descriptor is sourced. The displayed options are ‘Purchasing’ or ‘In-House’
Standard Prices
Standard Sell Price: Display only field showing the current Standard Sell Price as held against the Descriptor record
Standard Buy Price: Display only field showing the current Standard Buy Price as held against the Descriptor record
Standard Margin%: Display only field showing the current Margin. This calculated from
(Standard Sell Price - Standard Buy Price)
------------------------------------------------------ x 100
Standard Sell Price
Activity Dates
Last Receipt: Display only field showing the date when this Descriptor was last received.
Last Sale: Display only field showing the date when this Descriptor was last sold.
Last Price Update: Display only field showing the date when this Descriptor’s Price was last updated.
Cost History
The following list shows a complete history of cost changes made to this Descriptor
Cost Type: Display only field showing which Cost was updated
Date Changed: Display only field showing the date when this Item’s Cost record was updated.
Old Cost: Display only field showing the cost prior to the change
New Cost: Display only field showing the cost after the change
Buttons
Close: This will close the Descriptor Costing screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the Cost Fields or the last time the ‘Save’ Button was pressed will be lost.
Related: This will bring up a list of functions that are related to Descriptor Costing. You may open and maintain information in those screens whilst still remaining in the Descriptor Costing screen.
Reports: This will bring up a list of Reports that are related to the Descriptor Costing. You can immediately run the report whilst still remaining in the Descriptor Costing screen.