The Order Activity Cost Code Entry program allows you to enter cost codes. You can use cost codes to associate cost activities with orders, shipping warehouses, or order lines. A cost activity is an activity that requires the resources of the company and is not included in the cost of goods. Examples of cost activities are picking orders, expediting orders, collection calls, and so on.
After you enter cost code, use the Order Cost Activity Report to list all the different types of order cost activities and the Customer Order Profitability Analysis report to identify and rank customers by cost activities to examine the net profit contribution each customer is associated with.
Use the following inputs to set up and organize cost codes:
1. Cost Type
The cost type associated with the cost code. You can select from: W—Warehouse Costs, L--Line Costs, O--Order Costs or A—All Cost Types.
2. Document Type
The document type associated with the cost code. You can select from: O—Sales Orders, C—Credit Memos, S—Counter Sales or A—All Documents.
When enter the cost type and document type, the system displays the current cost codes in the browser in the lower portion of the screen. Select:
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To add a cost code, select the Add Line icon and complete the inputs below:
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To edit a cost code, select the Edit Line icon and modify the inputs below:
5. Cost Code
The cost code is a 4-character user-defined field. Each cost code must be unique. If you key in a code that is already on file, display message, "Cost code already on file as a (type) code".
6. Type
The cost type for the cost code. The line type defaults from the Cost Type header field and cannot be changed, unless the header field is set to All.
7. Description
The cost code description; this is required.
8. Warehouses
List the warehouses, side-by-side (up to 20), that the cost code applies to. For Order type codes, this input refers to the initiating warehouse. For Warehouse and Line type codes, this input refers to the shipping warehouse.
9. Cost
The cost in dollars for each instance of the line, warehouse, or order.
10. Documents
In the Document section select which document types the cost should be applied to. At least one must be selected. You can select from Order, Credit Memo, or Counter Sale. These selections default based on the header Document Types field. If it is set to "All Documents", all the document types default to selected, otherwise, only the type selected defaults to Yes (selected) and the remaining will default to unselected.
11. Shipments
In the Shipments section select which shipment types (for warehouse and line level costs only) the cost should be applied to. At least one must be selected. You can select from Warehouse Ships or Direct Ships.
12. Items
In the Items section select which item types (for line level costs only) the cost should be applied to. At least one must be selected. You can select from Stocked, Nonstocked, or Uninventoried. These selections default based on the header Document Types field. Note: Nonstocked includes temporary and catalog items as well.