Add Cost Code/ Change Cost Code
Data Source: PFWTAB
To open the Add Cost Code/ Change Cost Code screen, click a Cost Code or the Need to create a new cost code order? Click here to add link on the Cost Code Order Update screen.
The Add Cost Code/ Change Cost Code screen allows you to add a new Order Update cost code or edit an existing Order Update cost code.
Note: Order Update cost codes are automatically assigned to the parts or vendors at your dealership to which the matching Order Creation cost codes have been assigned. For example, if Order Creation code 'AA' is assigned to a part, Order Update code 'AA' will also automatically be assigned.
For more specific details, please see the Cost Code Logic topic.
The following fields appear on the Add Cost Code/ Change Cost Code screen:
| Field | Description |
|---|---|
| Cost Code | The two character code representing the listed cost factors. |
| Location | The branch location associated to the cost code. |
| Description | A brief description of the cost code. |
| Cost Factor |
The cost factor attributed to the corresponding order type. (When the selected order type is applied to an order, this factor will be applied to the PO Cost of the parts upon receipting the order, in order to calculate the Landed Cost of the parts.) For example, if the Cost Factor for Stock Orders is 0.50, whenever a Stock Order is receipted for a part or vendor to which the selected code has been assigned, the Landed Cost of the part will be calculated as follows: PO Cost x 0.50 = Landed Cost of part The PO Cost is calculated using the Order Creation cost code factors. For more specific details, please see the Cost Code Logic topic. |
| Active for System |
Controls whether the cost code is active for use within the system.
Note: This field appears only by accessing the Cost Code Order Updatescreen by clicking on a Cost Code. |
The following buttons allow you to complete your work on the Add Cost Code/ Change Cost Code screen:
| Button | Function |
|---|---|
| Save | Saves changes made to the Add Cost Code/ Change Cost Codescreen. |
| Copy |
Copies the selected cost code. Note: This button appears only by accessing the Add Cost Code/ Change Cost Codescreen by clicking on a Cost Code. |
| Save & New |
Saves a newly added cost code and refreshes the Add Cost Code/ Change Cost Codescreen, allowing you to add another cost code without closing the screen. Note: This button appears only by accessing the Add Cost Code/ Change Cost Codescreen by clicking the Need to create a new cost code order? Click here to add link. |
| Save & Next |
Allows you to save any edits/changes made to the selected cost code and scroll through to the next cost code in the list to apply any edits/changes. Note: This button appears only by accessing the Add Cost Code/ Change Cost Codescreen by clicking on a Cost Code. |
| Close | Closes the Add Cost Code/ Change Cost Codescreen without saving and returns to the Cost Codes Order Update screen. |