You can view planned and actual costs on a chart from the BOM record Costing tab, provided there are at least two costing records available.
If Bill of Materials only is installed, then BOM planned costs (from costing the BOM) and BOM actual costs (from building the BOM) are plotted. If Manufacturing is installed, Works Orders planned costs (from costing the works order) and Works Order actual costs (from completing the works order) are plotted as well.
Note: Works order actual costs are cumulative. If you part complete the works order, the parts completed are added to give one average value for the parts completed. The works order values will therefore be the same as those you can see on the batch works order in the Actual column on the Works Order record Latest Costs tab or the one-off works order in the Actual Cost column on the Estimate/Actual tab.
The costs displayed include overheads for all versions of the BOM record. The latest costing is shown for each day that is plotted, even if there is more than one order per day. This is because the works order BOM is independent of the BOM record. Works orders costed and completed on the same day could have a different set of components and operations.
You can filter the information shown, using the Chart Data options at the top of the window.
Open: Bill of Materials > Records > Amend Bill of Materials | Costing.
Open: Bill of Materials > Enquiries > View Bill of Materials | Costing.
The Planned vs. Actual Comparisonwindow appears.
Default values entered in the Cost History Analysis Settings window are shown for Chart Data. You can change the values selected here.
Select Chart Data options.
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From/To |
This controls which costs are shown. By default, the From date is the earliest cost session date in the Date Range selection in the Cost History Analysis Settings window. If you are using version control, the from date is the earliest cost session for the BOM version. The To date defaults to today's date. Note: Works Order dates are not considered for the default date range. Select the From and To dates for the date range you want to see costs. |
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Quantity |
Select Quantity to filter the cost sessions displayed by quantity. This is useful, for example, if you always cost new BOM versions, using a baseline quantity.
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Show Sub-Assembly Costings |
Select this to show any costings that resulted from the costing of a higher level BOM. |
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Show Point Labels |
Select this to add labels to the points plotted on the chart, showing the Quantity and Cost Price. |
To copy the graphical image, click Copy image to Clipboard.
You can then paste the image into a document or an email.
Note: You can also drill down on works order planned or works order actual points. This opens the Amend Works Order Record window.
Overview
Reference
Latest costs (batch works order)
Estimate/Actual (one-off works order)