Thursday, March 14, 2019

Display the Total and Unit Cost incurred for Each Component Used in Assembly Build Transactions

Steps below will directly provide the information pertaining to unit cost and quantity used for each component for each Assembly Build through Transaction Saved Search. 

-Navigate to Reports>Saved Searches>All Saved Searches>New

-Select Search Type = Transaction

-Navigate to Criteria tab>Standard subtab>Filter column and add:

Type = is Assembly Build

-Navigate to Results tab:

a. Sort By: Date

b. Then By: Number

-Navigate to Results tab>Columns subtab>Field column and add the following fields:

a. Number | Custom Label: Transaction Number

b. Item

c. Formula (Currency) | Formula: Case when {linesequencenumber} = 0 then nvl({amount},0) else null end | Custom Label: Total Projected Value

d. Formula (Currency) | Formula: Case when {linesequencenumber} <> 0 then -nvl({amount},0) else null end | Custom Label: Cost Per Component

e. Formula (Currency)| Formula: Case when {linesequencenumber} <> 0 then -nvl({quantity},0) else null end | Custom Label: Total Quantity Used per Component

f. Formula (Currency)| Formula: case when {linesequencenumber} <> 0 then -nvl({amount},0)/nullif(-nvl({quantity},0),0) else null end | Custom Label: Unit Cost per Component

-Navigate to Available Filters tab>Filter column and add the field: Date then mark the box under the Show In Footer column next to the field added.

-Hit Save & Run button


The above Search may also serve as an alternate solution if the objective is to display a column within Assembly Build transactions that provides data pertaining costs incurred and total quantity usage for each member item/component used in the Assembly Build.  The latter is currently a system which is discussed under Enhancement 114594: Transactions > inventory > Build Assemblies> Edit Assembly. Enhancement for a column to show the cost of each component after the quantity on hand and serial/lot numbers   


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