Other Costs - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Other Costs tab, you can attach other costs to the agreement.

Other costs can either be defined on the P.10.33 Other Costs screen or on this tab, provided you have the rights to create new records on P.10.33.

An account code that has been assigned to an other cost on P.10.33 can be changed here. This modification will not have any impact on the other cost definition on P.10.33.

The Account Code field is only available if you are not working with the account code module (the project default ZJ_USE_AC is set to N).

Depending on the setting of project default ZP_SUM_OC, you either see the other costs per supplement or summed up. If this project default is set to N (default), one record is displayed for each supplement where an other cost was included. If ZP_SUM_OC is set to Y, the total for each other cost over all supplements up to the current supplement is shown.

ZP_SUM_OC only influences the display of data; it does not have any impact on the way data is stored in the database.

When you create a CO, the other costs are not copied over. When the total costs of a CO are calculated, all other costs assigned to the original agreement and all previous COs are taken into account.

If ZP_SUM_OC is set to N and you want to modify the other cost of a CO, you can only save the difference to the last value, not the entire value again. If ZP_SUM_OC is set to Y, you must enter the entire value. In the background, the system automatically processes the data accordingly so that the total costs of the agreement are still calculated correctly.

Because internally the data is always stored the same way, it can occur that you cannot delete an other cost. This situation happens if the project default is set to Y and an other cost was already included in one of the previous supplements. In this case, the records must be kept. But the values are set in such a way that they total up to 0 so that they have no effect on the total costs of the agreement.

This screen is a core workflow screen. For more information, see Core Workflow Screens.

Select the name of the pre-defined other cost from the LOV in the Other Cost field. Or, type it into the field to define a new one. You can double-click in this field to open the P.10.33 Other Costs screen.

The Suppl field displays the agreement supplement for which the other cost has been created.

You can select an account code from the LOV in the Account Code field. Double-click in this field to open the A.10.30 Account Codes screen where account codes are defined.

The value of this field cannot be changed if you are using the account code module, which means the project default ZJ_USE_AC is set to Y.

The Eval Cost indicator shows whether this other cost is an evaluation cost. Evaluation costs are not taken into account when calculating the total costs of an agreement. This indicator cannot be changed. If the agreement is based on a bid and the other cost has been copied over from the bid, the setting of this indicator was copied over from that bid. In all other cases, this check box cannot be selected.

If the PP Cost check box is selected (which is the default), this other cost will be included in the Total Material Cost value on the Progress Pay Events tab. If the PP Cost box is cleared, this other cost value will be excluded from the progress payment event total material cost.

The Discountable indicator shows whether this other cost is discountable. If a discount is assigned to the agreement and this indicator is checked, this other cost will be discounted. The discount is also applied to this other cost. The cost value total of the discountable other cost will remain unchanged. But you can see the results of the applied discount in the Cost Value field for the other cost identified as the discount if the discount has been defined on the other cost level.

SHARED Tip You can assign a discount to an agreement either by using the Discount Amount and Discount % fields on the agreement header level or by attaching an other cost with a negative value in the Other Cost % field.

This indicator can only be set after a discount has been assigned to the agreement. If the discount has been defined on the agreement header level, in the Discount % and Discount Amount fields the discount base must be set to ‘Discount %’. If the discount base is set to 'Discount Amount', the Discountable check box cannot be selected.

If an other cost represents a discount (negative value in the Other Cost % field), the Discountable check box cannot be selected.

Instead of entering a cost value, you can enter a percentage in the Other Cost % field. For example, the costs for transportation amount to 2% of the total costs. The percentage will be applied to the agreement line item costs (= discounted price). If the project default ZP_CODELTA is set to Y, the percentage will only be applied to the changed agreement line item costs in the case of a CO.

When you are working with a percentage instead of a value, the Cost Value Total field is automatically filled. The currency of the agreement is copied over if necessary. If a percentage was entered in the Other Cost % field, the Cost Value Total and Currency fields cannot be changed manually any longer.

To apply a discount to the agreement, you must enter a negative value as a percentage. Such a discount is applied to the total of all net prices on the agreement line item level and to all other costs assigned on the agreement header level that have been marked as being discountable.

  • Discounts (negative values) can only be entered if the project default ZP_OC_DISC is set to Y (default).

  • Please note that discounts are not discountable.

  • You can either use the Discount % and Discount Amount fields or define discounts on the other cost level. You cannot use both features. If discounts have been entered on the other cost level, you cannot update the Discount % and Discount Amount fields. And vice versa, if discounts have been entered by using the Discount % and Discount Amount fields, you cannot define discounts on the other cost level.

The total value of the other cost is displayed in the Cost Total Value field. If project default ZP_NEG_OC is set to Y, you can enter negative values in this field; otherwise, only values >= 0 are allowed.

The Currency field shows the currency of this other cost. By default, the currency of the agreement is filled in, but you can change it. You can double-click in this field to open the A.10.12 Units of Measure screen.

The Changed Cost Value Total fields displays the difference between the previous and the actual costs. Only in case of a CO the value can differ from 0 (zero).

This field is only refreshed after committing when inserting or updating data.

The Cost Value Total to Suppl field shows the total cost value of all agreements up to this supplement. This value does not only contain the total costs of this supplement but also the costs of all previous supplements.

The Taxable check box indicates whether the assigned other cost is taxable. The setting of this check box is only of interest for you if you have set project default ZP_TAX and have marked the Tax indicator for at least one currency of an agreement. If this check box is not checked, the cost value of this other cost is not considered when calculating the tax amount. This check box can also be used by the CIP procedure m_pck_po_custom.execute_cip that is called when you click the Calculate Tax button on the Total Costs tab.

The other cost descriptions are displayed in the Short Desc and Description fields.

The Prog Pay check box indicates if this other cost should be available when invoicing against progress payments.