How to: Set Up Cost Bases

The cost bases that are used with cost calculation methods are set up as codes. You can then define item cost values for each cost basis. When a cost basis is assigned to a cost calculation method, the method's calculation setup is applied to the corresponding cost values to establish a cost reference for sales price calculations.

To set up Cost Bases

  1. In the Search box, enter Cost Bases, and then choose the related link.
  2. On the Home tab, in the New group, choose New.
  3. Fill in a line with a code and description for each cost basis.
  4. If a codeunit* has been developed to calculate item cost values, assign it in the Calc. Codeunit ID field.

*Standard 3 codeunits are available:

  1. Based on Average Purchase Costs (37002044)
  2. Based on Minimum Purchase Costs (37002045)
  3. Based on Maximum Purchase Costs (37002046)

To set up Cost Basis Adjustments

This functionality allows for additional costs to be added to the previously calculated base costs. Think of extra charges such as transport, handling, fuel surcharge and many more, which you do not want to specify on a sales invoice, but do want to pass on to the customer and therefore include in the cost price.

  1. See set up Cost Bases.
  2. Perform steps 1 to 3.
  3. Add codeunit Cost. Basis-Cost Adjustment (37002054).
  4. Add Reference Cost Basis Code.
  5. Navigate via Cost Basis to Cost Basis Adjustments.
  6. Add Code.
  7. Select Adjustment Type, Amount or Percentage.
  8. Add Value, positive or negative.
  9. Add Calculation Step.

The amount is in Local Currency and will be recalculated towards the currency mentioned in the Cost Base Currency Code.

Also Calculation Steps can be added which indicates the basis on which the additional costs are added. When all cost adjustments are marked with Calculation Step 1 all costs will be calculated and based on the initial base cost and totalized. If there is a sequence in the steps step 1 will be calculated first and added to the base costs, step 2 will be calculated or added to the totalized base price of step 1 and added to this base and so on.