Calculation groups (form) [AX 2012]

Updated: February 4, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory management > Setup > Costing > Calculation groups.

Use this form to define calculation groups and the related policies that control calculations for the products that are assigned to the group. The policies define the warning conditions that calculations use to generate warning messages in an Infolog. Some of the policies apply only to calculations that use the planned costs and the calculation group as the cost price model. That is, the policies define how data for a component item is used to calculate the sales price of a manufactured product. Additionally, the policies define the source of cost contribution data for a purchased component, such as the trade agreements that include the purchase price.

The following tables provide descriptions for the controls in this form.

Tab

Description

Setup

Enter or view the calculation policies for the selected bill of materials (BOM) calculation group.

Warnings

Select the warning conditions for the selected calculation group. You can override these warning conditions when you start a calculation.

Field

Description

Calculation group

Enter an identifier for the calculation group.

Name

Enter the name of the calculation group.

Cost price model

Select the primary source of cost contribution data for a purchased item when a calculation that has planned costs uses a calculation group as the cost price model. The following options are available:

  • Item cost price – Use the item cost record.

  • Item purchase price – Use the item purchase price record.

  • Trade agreement – Use the trade agreement purchase price for the item and site.

  • Inventory price – Use the inventory price for the item and site.

Alternate cost price model

Select an alternative source of cost contribution data for a purchased item. A calculation uses the alternative source of cost contribution data when the primary source does not exist. For example, the item's cost is used when a trade agreement does not exist. The calculation must use planned costs and a calculation group as the cost price model. The following options are available:

  • Item cost price – Use the item cost record.

  • Item purchase price – Use the item purchase price record.

  • Trade agreement – Use the trade agreement purchase price for the item and site.

  • Inventory price – Use the inventory price for the item and site.

Sales price model

Select how component information is used to calculate a suggested sales price in a calculation. The following options are available:

  • Cost group – Use a cost-plus-markup approach that is based on the cost group that is assigned to the component. The cost group defines the profit-setting percentages.

  • Item sales price – Use a rolled-price approach that is based on the base sales price that is defined for the component item.

Stop explosion

Select this check box to indicate that a manufactured product is treated as a purchased component, instead of a manufactured component, for calculation purposes. The product's cost can still be calculated by using calculation groups.

No BOM

Select this check box if you want calculations to generate a warning message when the manufactured product does not have an active BOM.

No route

Select this check box if you want calculations to generate a warning message when the manufactured product does not have an active route.

No consumption

Select this check box if you want calculations to generate a warning message when the item on a BOM line has a quantity of 0 (zero).

No cost price

Select this check box if you want calculations to generate a warning message when the item on a BOM line has a cost of 0 (zero) or no cost record.

Max. age of cost price

Select this check box if you want calculations to generate a warning message when the cost of the item on a BOM line is out of date. The warning reflects a comparison of the calculation date to the specified days for a maximum age of cost.

Min. contribution margin

Select this check box if you want calculations to generate a warning message when the profitability percentage of the item is lower than you want.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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