Copy costing versions (class 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 > Costing versions. Click Copy > Copy item prices.

Use this form to copy item cost records to the copy-to costing version.

The copy process provides two basic options: to copy the item cost records from a specified costing version or to copy the active item cost records that are defined in one or more costing versions. Item cost records can be selectively copied and changed to populate the copy-to costing version. For example, you can change the cost records based on a factor or amount, change the site to create cost records for another site, or change the from-date to create cost records that apply to a future time period. The copied cost records have a pending status, and costs for manufactured items must be recalculated after you copy the cost records.

The copy process can also apply to item sales prices and purchase prices that are defined in a costing version. For example, the copied data for item sales prices can reflect a 20 percent increase, or the copied data for item purchases prices can reflect a USD 3.00 increase in charges.

Several restrictions apply to the copy process. For example, standard costs can be copied to a costing version for standard costs or planned costs, whereas planned costs can be copied only to a costing version for planned costs. The copy process cannot create duplicate cost records, which might require the deletion of pending cost records in the copy-to costing version.

A manufacturing company employed one costing version to maintain standard costs for the current year. This costing version contained the cost records for all items. The company defined a second costing version to contain standard costs for next year. The company copied the cost records from one costing version to another, which populated the pending costs for the items in next year's costing version. The copy function was used to increase costs by a factor of 1.1, because costs of purchased material were expected to increase 10 percent. The pending costs for all purchased items were reviewed and adjusted, and BOM calculations were performed to calculate pending costs of manufactured items.

A second manufacturing company employed the two-version approach to maintaining standard costs for the current year, which meant that the active cost records were not in one costing version. The company defined an additional costing version to contain standard costs for next year. The company copied the active cost records to this additional costing version, which populated the pending costs for the items.

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

Button

Description

Select

Select and enter the parameters for copying item cost records to the copy-to costing version.

Field

Description

Version

Show the identifier of the copy-from costing version, which reflects the selected costing version.

Name

Show the name of the copy-from costing version.

Copy from version

Select the choice of copying the cost records for the items from the selected copy-from costing version. Cost records that have a pending status will be copied. You can select separately whether cost records that have an active status should also be copied from the specified costing version.

Include active

Select whether cost records that have an active status should also be copied from the specified costing version.

Copy from active

Select how the cost records for the items that have an active status should be copied. You can select separately a limitation for copying active cost records that are based on the type of costing version.

Costing type

Select a limitation for copying active cost records.

  • All − Copy active cost records for the items from any costing version.

  • Standard cost − Copy only the active cost records for the items from costing versions for standard costs.

  • Planned cost − Copy only the active cost records for the items from costing versions for planned costs.

  • Last price − Copy only the last price for the items that is based on invoiced purchase orders.

As per date

Enter a date to limit the copy process, so that copying applies only to the item cost records that have a from-date on or before the specified as per date.

Copy to

Select the copy-to costing version. Item cost records are copied to the copy-to costing version.

Change date

Select that a new from-date should be assigned to the copied data. You must enter separately information about how the date should be assigned.

Change

Enter the change in the from-date on which you selected to change the date. A new date can be expressed as a specific number of days, months, or years after today's date.

Units

Select the time unit for the change in date that you want. The time unit can be days, months, or years.

Change site

Select that a different site should be assigned to the copied data. You must enter separately the identifier of the different site.

Change in price

Enter a site, when you have selected to change the site for the item cost records that are being copied.

Amount = Amount *

Enter the factor for increasing or decreasing the costs for the item cost records that are being copied. A factor of 1.1 represents a 10 percent increase, and a factor of .9 represents a 10 percent decrease.

+

Enter the amount that should be added to or subtracted from the costs for the item cost records that are being copied. A positive amount represents an increase, and a negative amount represents a decrease.

Amount = Amount *

Enter the factor for increasing or decreasing the charges in the item cost records that are being copied.

+

Enter the amount that should be added to or subtracted from the charges in the item cost records that are being copied.


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