Settings – Calculate expenses

Here you find settings used during calculation of expenses for purchased parts.

Load volume from

Here you choose from where the volume for calculation of expenses should be loaded. The available options are: Annual volume, Annual volume, current pace, Annual budget, or Annual budget, current pace. The three latter alternatives are only available if you have activated the system setting called Show annual budget, annual volume, and order quantity with current pace.

Budget from year

If you in the setting above have selected to include Annual budget or Annual budget, current pace, this setting becomes available. This determines from which year the budget should be loaded.

Fallback quantity

If order quantity is missing for a part, you can here enter a fallback quantity that will be used instead when calculating.

Load expenses from

Here you select if expenses should be loaded from Actual data (default) or Saved calculation. If you select the latter option, you also get to select to which price alternative the calculation is saved as well as the calculation date.

Calculation saved to

If expenses should be loaded from saved calculation, you here select to which price alternative the calculation is saved.

Price type

Here you determine which price alternative you want to use.

Price list

If you have selected Price list as price alternative, you can here select which price list should apply.

Calculation date

If expenses should be loaded from saved calculation, you here select a date interval when the calculation was saved.

Rate type

If you have selected Supplier price or Future supplier price as price type above, or if you have selected a price list in a different currency than the company currency, you chooses here which rate type will apply.

Staggered prices

With this setting you decide if staggered prices should be taken into consideration.

Discount

With this setting you decide if discounts should be taken into consideration.

Storage overhead mark-up

With this setting you decide if SO mark-ups should be taken into consideration.