Costing versions (form)

Article
05/05/2014

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 > Periodic > Bills of materials > Costing versions.

Use this form to view and maintain cost data in an unblocked costing version. A costing type indicates whether a costing version will contain standard costs or planned costs, which then constrains how cost data will be entered and calculated. Data maintenance includes the following tasks.

Enter cost records for purchased items and transferred items.
Enter cost records for cost categories that are associated with routing operations.
Calculate cost records for manufactured items.
Changing the status of cost records from pending to active.
Copying item cost records to a costing version.

The Costing version maintenance form also supports the maintenance of cost data that is associated with unblocked costing versions, and it also supports creating a new costing version and the definition of its policies.

A costing version can also contain content about item purchase prices or item sales prices for BOM calculation purposes.

Tasks that use this form

Copy costing versions (class form)

Calculation for an item (form)

Examples

A distribution company using standard costs might define one costing version that contains the standard costs for the current period, and define additional costing versions for future periods. The costing version for the current period standard costs would only contain active costs. The blocking policies would prevent the entry of pending costs and prevent a status change from pending to active. The active standard costs will be used for valuing inventory transactions.

A manufacturing company using standard costs might define one costing version that contains planned costs for cost calculation simulation purposes. The costing version for these planned costs would only contain pending costs, and the blocking policies would prevent a status change from pending to active. The costing version for these planned costs would also define a fallback principle of active costs. To simulate the impact of cost changes, the company only enters pending cost records in the costing version for planned costs. This applies to the expected cost changes to selected items, cost categories and indirect cost. The company performs a BOM calculation for the costing version in order to simulate the impact of cost changes on the calculated costs of manufactured items.

Navigating the form

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

Tabs

Tab	Description
Overview	Show the unblocked costing versions.
General	Show the costing version information for a selected costing version.

Buttons

Button	Description
Price	Maintain cost data about items or about cost categories for routing operations.
Copy to	Copy item cost data to the pending costs of another costing version.
Print	Print a report about item prices or cost category rates.
Transfer	Change the status of cost records in the costing version from pending to active.
Calculation	Calculate pending costs for manufactured items in the costing version.

Fields

Field	Description
Costing type	Select whether cost data in the costing version reflects standard costs or planned costs.
Version	Show the costing version identification when pending costs are not blocked.
Name	Show the costing version description.
Block	Show whether pending costs can be maintained, deleted, or calculated.
Block activation	Show whether the status of pending costs can be changed to active.
Last activation	A system-maintained date that shows the last date that any cost data was changed to an active status.
Last update	A system-maintained date that shows the last date when any cost data was entered.