FlexPLM 7.0 Costing Guide

FlexPLM™ Costing User’s Guide FlexPLM Release 7.0

Copyright © 2007 Parametric Technology Corporation. All Rights Reserved. User and training guides and related documentation from Parametric Technology Corporation and its subsidiary companies (collectively “PTC”) is subject to the copyright laws of the United States and other countries and is provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to the licensed software user the right to make copies in printed form of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the applicable software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by PTC. Training materials may not be copied without the express written consent of PTC. This documentation may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and no authorization is granted to make copies for such purposes. Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States and other countries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with written prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. For Important Copyright, Trademark, Patent, and Licensing Information: For Windchill products, select About Windchill at the bottom of the product page. For InterComm products, on the Help main page, click the link for Copyright 2007. For other products, select Help > About on the main menu for the product. UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT’95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN’95), and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227 7013 (OCT’88) or Commercial Computer Software-Restricted Rights at FAR 52.227 19(c)(1)-(2) (JUN’87), as applicable. 02202007 Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA

Contents

About This Guide ................................................................................................ vii Related Documentation ................................................................................................................vii Technical Support ........................................................................................................................ viii Documentation for PTC Products ................................................................................................viii Comments.................................................................................................................................... viii

Introduction to Costing ..................................................................................... 1-1 Costing Products......................................................................................................................... 1-2 FlexPLM and the Cost Sheet ...................................................................................................... 1-3 Costing in FlexPLM 6.1 .........................................................................................................1-3 Costing in FlexPLM 7.0 .........................................................................................................1-3

For the Administrator ........................................................................................ 2-1 Overview ..................................................................................................................................... 2-2 Introduction ................................................................................................................................. 2-2 Type Manager ............................................................................................................................. 2-2 The Cost Sheet Hierarchy.....................................................................................................2-2 Cost Sheet Hierarchy Relationships .....................................................................................2-2 Working With the Type Manager...........................................................................................2-3 Associating Cost Sheet Types to Products...........................................................................2-4 Cost Sheet Attributes ............................................................................................................ 2-5 View Attributes ...................................................................................................................... 2-8 Property Settings ........................................................................................................................ 2-8 Introduction............................................................................................................................ 2-8 Enabling Souring Configurations...........................................................................................2-9 Enabling Cost Sheets............................................................................................................ 2-9 Enabling Multiple Cost Sheets ............................................................................................2-10 Default Name of the Primary Cost Sheet ............................................................................2-10 Displaying Cost Sheets in the Cost Sheet List Tab ............................................................2-11 Defining Who Can Recalculate Cost Sheets ......................................................................2-11 Specifying Which Cost Sheets to Recalculate ....................................................................2-12 Disabling Cost Sheet Compare...........................................................................................2-13 Costing and the Bill of Materials ...............................................................................................2-13 Copying Cost Sheets ................................................................................................................2-13 Exporting the Cost Sheet ..........................................................................................................2-14

v

Multiple Cost Sheets ..........................................................................................3-1 Overview..................................................................................................................................... 3-2 Accessing the Functionality ........................................................................................................ 3-2 Viewing Cost Sheets .................................................................................................................. 3-2 The Cost Sheet List Tab ....................................................................................................... 3-2 Individual Cost Sheet Tabs................................................................................................... 3-5 Creating Cost Sheets ................................................................................................................. 3-9 Creating an Active Cost Sheet............................................................................................ 3-10 Creating a What If Cost Sheet ............................................................................................ 3-13 Updating Cost Sheets............................................................................................................... 3-13 The Update Product Cost Sheet Page ............................................................................... 3-13 Changing Cost Sheet Designations.................................................................................... 3-14 Copying Cost Sheets .......................................................................................................... 3-15 Recalculating Cost Sheets.................................................................................................. 3-16 Deleting Cost Sheets .......................................................................................................... 3-16

Costing From the Line Sheet ............................................................................4-1 Overview..................................................................................................................................... 4-2 Viewing Cost Sheets From the Line Sheet................................................................................. 4-2 Using Views to Display Cost Sheets .................................................................................... 4-2 Displaying Active and What If Cost Sheets .......................................................................... 4-3 Viewing Colorway-Level Cost Sheets................................................................................... 4-3 Working With Cost Sheets From the Line Sheet........................................................................ 4-4 Viewing Sourcing .................................................................................................................. 4-4 Recalculating Costs .............................................................................................................. 4-4 Changing Primary Sources................................................................................................... 4-5 Mass Editing of Cost Sheets................................................................................................. 4-7

Quick Reference Guide..................................................................................... A-1 Property Settings Table .............................................................................................................. A-1

Index.......................................................................................................................1

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FlexPLM Costing User's Guide

About This Guide

The FlexPLM Costing User’s Guide discusses the multiple costing functionality in FlexPLM. It is intended for both end users and administrators of the software. This guide assumes that the reader is familiar with the FlexPLM system and terms familiar to products and to the Retail, Footwear, and Apparel industry. This guide also assumes that the reader is familiar with the content in the FlexPLM Overview guide. This book is organized in the following manner: •

Overview of Costing (Chapter 1)

•

Administrator Functions (Chapter 2)

•

End User Functions (Chapters 3 and 4)

•

Costing Quick Reference Guide (Appendix A)

Some code examples in this guide have been reformatted for presentation purposes and, therefore, may contain hidden editing characters (such as tabs and end-of-line characters) and extraneous spaces. If you cut and paste code from this manual, check for these characters and remove them before attempting to use the example in your application.

Related Documentation The following documentation may be helpful: •

FlexPLM Overview

•

FlexPLM Bill of Materials User’s Guide

If books are not installed on your system, see your system administrator.

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Technical Support Contact PTC Technical Support via the PTC Web site, phone, fax, or e-mail if you encounter problems using FlexPLM or the product documentation. For complete details, refer to Contacting Technical Support in the PTC Customer Service Guide. This guide can be found under the Related Links section of the PTC Web site at: http://www.ptc.com/support/index.htm The PTC Web site also provides a search facility for technical documentation of particular interest. To access this page, use the following URL: http://www.ptc.com/support/support.htm You must have a Service Contract Number (SCN) before you can receive technical support. If you do not have an SCN, contact PTC Maintenance Department using the instructions found in your PTC Customer Service Guide under Contacting Your Maintenance Support Representative.

Documentation for PTC Products You can access PTC documentation using the following resources: •

Windchill Help Page — Click Help in the header of any Windchill page to open the Windchill Help page, which provides you with a portal to all Windchill documentation, including: –

A complete set of current online help topics for your products

–

Product tutorials available on the PTC Web site

–

Windchill manuals for users, administrators, and programmers

In addition, you can click Search All Help Sources to access the Windchill Help Center, an online knowledgebase that includes a universal index of all Windchill documentation. You can search all of the documentation at once, or use the advanced search capability to customize your search. Once you have located a topic you want to reference later, you can bookmark that topic for quick access and even save your own comments about the topic. •

Reference Documents Web Site — All books are available from the Reference Documents link of the PTC Web site at the following URL: http://www.ptc.com/appserver/cs/doc/refdoc.jsp A Service Contract Number (SCN) is required to access the PTC documentation from the Reference Documents Web site. For more information on SCNs, see Technical Support: http://www.ptc.com/support/support.htm

Comments PTC welcomes your suggestions and comments on its documentation. You can submit your feedback through the online survey form at the following URL: http://www.ptc.com/go/wc_pubs_feedback

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About This Guide

ix

1 Introduction to Costing

This chapter discusses costing in general and in FlexPLM. Topic

Page

Costing Products............................................................................................................. 1-2 FlexPLM and the Cost Sheet ...........................................................................................1-3

1-1

Costing Products Costing throughout the Retail, Footwear, and Apparel industry varies greatly from company to company. The total cost to produce a given product is affected by material costs, manufacturing costs, multiple shipping costs and handling fees, and duties and quotas. The manufacturing of products is often global, and the sourcing and costing of products, as well as the materials required to make them, can take on many variations. The following variations can affect the cost of a product: •

•

•

Product sourcing strategies –

A company that designs products may want to track more information about the costs to produce a product, such as materials, labor, shipping, handling, duties, and quotas

–

A retailing company that do not design the product, but sources it from another company may only track minimal cost information

Materials required to make the product –

A company that only sources a product and then retails it, may be quoted a package price from a vendor, and detailed material costs may not be broken down

–

A company that designs a product and outsources its production may only want to monitor primary or overall material costs

–

A company that produces a product itself may be most interested in the details of each material, and how the material contributes to the overall cost of the product

–

Detailed information about the materials used to product a product may be tracked in the bill of materials. The associated costs may be rolled-up from the bill of materials into the cost sheet.

Manufacturing of the product –

•

Logistics of the materials and manufacturing –

•

The cost to produce a product may be managed as a single entry on a cost sheet, or as multiple entries, detailing individual operations or overhead costs

Substantial costs may be incurred by the shipment of raw materials or by the shipment of partially produced products. Examples of partially produced products may be pleated, embroidered, or beaded products, where the full production of that product cannot be completed within one facility.

Inspection, finishing, and packaging of a product –

Because the inspection, finishing, and packaging of products is not necessarily completed by the company that produces the product, these operations may incur additional labor and material costs, as well as shipping costs to transfer goods between facilities

These types of variations affect not only the cost, but also how costs are monitored and tracked by the company that designs or retails these products. This in turn affects which information is included in a cost sheet.

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Two well-known methods for sourcing and costing products are Cut, Make, and Trim (CMT) and Freight On Board (FOB). There may be many variations of these processes, but they their fundamental definitions are below. These two methods are discussed in depth in the FlexPLM Bill of Materials User’s Guide. •

Cut, Make, and Trim (CMT) is used to negotiate pricing when the fabric is supplied to the manufacturer. The manufacturer quotes only the price for cutting the product, assembling the product, and applying trims, such as buttons and zippers.

•

Freight On Board (FOB) is used to negotiate pricing when the manufacturer is responsible for purchasing the fabric and trim needed to produce a garment. The manufacturer quotes the price for cutting and assembling the product, as well as purchasing the fabric and trim.

As described above, these methods, and the many variations of these methods, affect the tracking of costs, and ultimately, the information tracked in cost sheets.

FlexPLM and the Cost Sheet The cost sheet is a business object in FlexPLM. It exists on products, and can only exist on products that are associated to both a source and a season. By default, a primary source is designated for all products, and cost sheets for this source can be created for related seasons. Cost sheets are specific to a source / season combination, enabling you to vary costs by source or by season. Out-of-the-box, only the name attribute exists on the cost sheet, due the large amount of variation from company to company. In addition, the use of tables, calculations, and roll-up from the bill of materials, is not enabled out-of-the-box. Attributes and calculations are enabled through configuration. BOM roll-up and the use of tables in calculations occurs only through customization.

Costing in FlexPLM 6.1 Prior to FlexPLM 7.0, you could cost products at the product or the colorway level. Attributes specific to any of these levels could be managed in the cost sheet. The material or manufacturing costs could vary by color, for example, and might be managed at the colorway level. The duty or shipping cost, on the other hand, would most likely not vary by color, and would therefore be managed at the product level. Previously, you were allowed only one active or primary cost sheet, and many what if cost sheets to represent the variations that could occur in costing products. In the line sheet, you could view the primary or active cost sheet for the primary source only, for a given product on a season.

Costing in FlexPLM 7.0 In FlexPLM 7.0, substantial changes have been made as to how you can cost products. Enabling the new costing functionality disables the colorway costing functionality that existed in FlexPLM 6.1; however, this colorway level costing can still be achieved using cost sheet variations in FlexPLM 7.0. The cost of a product produced by a source within a single season can now be managed using multiple active and what if cost sheets. A cost sheet can be created to represent one or many variations of a product. These variations are the same as those used within the bill of materials. You can create an individual cost sheet for each combination of Introduction to Costing

1-3

variations, or create a cost sheet that represents multiple variations of the product. For example, you might create a cost sheet for all dark or all light colorways, or for all small or large sizes. There is no limit to how many cost sheets you can create, and if customizations for BOM roll-up are being used, you can control which variation costs are used in cost sheets that represent multiple variations. All cost sheets can be viewed on the new Sourcing Costing page, as well as in the line sheet. You can selectively view only primary cost sheets, all active cost sheets, or all cost sheets, including what ifs. You can also create views specific to user groups, allowing optimal use of screen space. Additionally, in the line sheet, you can change the primary source for a product, and then continue to edit cost sheet values.

1-4


Introduction to Costing

1-5

2 For the Administrator

This chapter discusses those functions specific to the administrator. Topic

Page

Overview ........................................................................................................................ 2-2 Introduction .................................................................................................................... 2-2 Type Manager................................................................................................................. 2-2 Property Settings............................................................................................................. 2-8 Costing and the Bill of Materials ...................................................................................2-13 Copying Cost Sheets......................................................................................................2-13 Exporting the Cost Sheet ...............................................................................................2-14

2-1

Overview This chapter provides information for the administrator. Sections in this chapter are noted by the level of configuration or customization required. •

Out-of-the-box – Functionality or feature is available standard with the application. No customization or configuration is required.

•

Configuration – Functionality or feature is enabled used the Type Manager, or by entering property settings in the custom.lcs.properties file. No coding is required. Configuration is also used to indicate functionality or features that are available out-of-the-box, but that require additional configuration for your specific business model.

•

Extension – Functionality or feature can be enabled by creating or using a client-side or server-side plug-in that does not alter the out-of-the-box business rules

•

Customization – Functionality or feature can be enabled by creating or using a client-side or server-side plug-in that codes against specific APIs and object model relationships

Introduction As an administrator, there are two aspects to the cost sheet to consider: the typing of the cost sheet and the attributes included in the cost sheet.

Type Manager The Cost Sheet Hierarchy You may want to create different cost sheet types to represent different costing and sourcing methods. For example, if your woven products are produced using CMT methods, and your knits are produced using FOB methods, you may have different types of cost sheets to represent these two groups, as you want to monitor different information for each. You might call these types CMT and FOB, or perhaps Wovens and Knits. You could even break them down by product type if the variation in costing is different at that level. If you are a designer or a retailer, or both, your cost sheet may also vary, and you may want to have multiple types to represent how you cost products (often called “direct” or “indirect”.)

Cost Sheet Hierarchy Relationships The Cost Sheet Hierarchy and the Product Hierarchy The cost sheet Type is referenced by the product object. For example, if you created a product Type called Pants, and the pants are wovens, then the cost sheet Type for wovens must be referenced by the product Type Pant. This is accomplished using the Type Manager.

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The Cost Sheet Hierarchy and the Line Sheet Cost sheet attributes can be viewed on the line sheet, and the Type at which the season (and its associated line sheet) is created is related to the cost sheet Type that is linked to the product Types in the season. If you want an attribute to available in the line sheet, be sure that the highest level product Type used in the line plane is associated to a cost sheet Type that contains or inherits the desired attribute.

Working With the Type Manager You access the Type Manager from the Navigator tab by selecting Administrative > Manage Types > Cost Sheet.

You can create additional types and subtypes using the standard Type Manager functionality. The table below describes the features of the main Type Manager page. Feature

Description

Type Tree button

Toggles between showing and hiding the Classification Tree

Action drop-down list

Controls which action the system performs when you click the cost sheet Type name

Expand All button

Expands the entire Classification Tree to display all cost sheet Types, including those at lower levels

Plus

Expands that section of the Classification Tree

Minus

Collapses that section of the Classification Tree

For detailed instructions on working with the Type Manager, please refer to the FlexPLM 7.0 Type Manager User’s Guide.

For the Administrator

2-3

Associating Cost Sheet Types to Products The cost sheet is referenced by the product object. You can associate cost sheet types to specific product types using the Type Manager. Select Manage Types from the Navigator tab.

This takes you to the Type Manager page. Selecting Product displays the classification tree for Product. You can click the name of any product Type to view that product Type’s Update Type page. The Cost Sheet box allows you to associate a cost sheet Type to this product Type. Click Cost Sheet Type to specify the cost sheet Type to associate to the product Type.

This brings up the classification tree for the cost sheet. Click the name of the cost sheet Type that you want to associate to the product Type.

The system returns you to the Update Type for the selected product Type, and the cost sheet Type you selected appears in the Cost Sheet Type field.

Associating cost sheet Types to product Types creates all cost sheets as the selected Type. If you do not select a cost sheet Type for a product, the system automatically uses the root level cost sheet Type (Cost Sheet) when it creates cost sheets for that product Type.

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Cost Sheet Attributes Attribute Groups You can create and use attribute groups to separate different types of information on the cost sheet. Examples of how information might be organized on cost sheets include: •

Material costs

•

Variable rates, such as those that vary by product, vendor, or country. These are typically pulled from tables via customization.

•

Vendor costs, which may utilize the variable rates above, as they apply to vendor-specific costs

•

Any numbers that are rolled up from actual cost values, target values, and volume

•

Converted calculations, in the case where you want to keep values of a different currency in a separate group. Please refer to the later section, Calculated Value Attributes, for information on calculated values.

Attribute Levels The cost sheet object has three object levels: •

Product

•

Colorway

•

Product-Colorway

Colorway attributes are entered only at the colorway level (when colorway is selected), product attributes are entered only at the product level, and product-colorway attributes can be updated at both the product and colorway levels (when colorway is selected). Attribute Levels in FlexPLM 6.1 FlexPLM 6.1 provides for automatic colorway costing. Users can create attributes at the colorway, product, and product-colorway levels. Attributes specific to any of these levels can be managed in the cost sheet. For example, the manufacturing costs could vary by color, and be managed at the colorway level. The duty or shipping cost, on the other hand, would most likely not vary by color, and would therefore be managed at the product level. Attributes at the product-colorway level can be edited at the product level, inherited to the colorway level, and then modified at the colorway level without affecting the product level value. Alternatively, product attributes are only available at the product level, and colorway attributes are only available at the colorway level. Colorway costing is most common among footwear producers where differently colorways, often called styles, commonly use different materials and costs of materials. Attribute Levels in FlexPLM 7.0 FlexPLM 7.0 allows you to continue working with costing as it is designed in FlexPLM 6.1, or you can use a property setting to enable new costing functionality. If you take advantage of the new costing functionality, attribute levels are no longer valid. Attributes entered at all three levels behave the same in the user interface. Functionality to update product and colorway costs separately have been removed.


2-5

Using this new functionality, you can create a cost sheet to represent a specific colorway, and change an attribute value for each colorway. You can also create a cost sheet that represents multiple colorways, and edit an attribute value that applies to all colors included in that cost sheet.

Out-of-the-Box Attributes Name (Protected) The name attribute is the only out-of-the-box attribute for the cost sheet. This attribute is on the COST_SHEET scope, and is at the Product level. You can change the label of the Name attribute from the Navigator tab by selecting Administrative > Manage Types > Cost Sheet. Select the Name attribute to update the label.

Calculated Value Attributes Using the Type Manager, you can calculate values using other cost sheet values. An example is adding the material costs, the labor costs, and the shipping and handling costs into one value. As with derived string attributes, you can derive calculations by concatenating multiple attribute values. Numerical attribute values that can be used in calculations are currency, float, and integer. Using these derived numerical attributes, you can create any number of calculations, ranging from simple to complex. When these attributes are created, a Derived From box is displayed on the Update Attribute page.

The Attributes box allows you to select those numerical cost sheet attributes whose values you want to use in the calculation. Use the standard multi-select list box functionality to select those attributes whose values you want to include. Note: Double-clicking an attribute does not add it to the calculation equation. You must select the attribute(s) you want to include and click Add. In addition, you can enter specific numerical values and mathematical equation symbols in the Literal box. Click Add to include the number or symbol in the calculation equation. For example, if you want to calculate the retail price by multiplying the wholesale price by two, enter “2” in the Literal box and click Add. Note: Attributes, numbers, and symbols appear in the Chosen box in the same order that they are selected or entered. You cannot change the order of the entries in the Chosen box. Mathematical symbols that you can use include the following: •

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The asterisk (*), to indicate multiplication


•

The forward slash (/), to indicate division

•

The plus sign (+), to indicate addition

•

The minus sign (-), to indicate subtraction

•

Open and closed parentheses ( ( ) ), to indicate a different priority in the order of operations

•

Open and closed brackets ([]), to indicate a grouping of calculations that should be performed together

As you select attributes or enter literal values or symbols, the system displays the values and entries in the Chosen box. In addition, the system displays the Derived From equation to the right of the Chosen box.

The table below outlines the attributes selected, as well as the numerical values and symbols entered in the Literal box. Step

Meaning

Current Equation

Enter ( in the Literal box

Indicates operations within parentheses are to be performed before those outside parentheses

(

Select suggestedWholesalePrice attribute from the Attributes box

Enterss the suggestedWholesalePrice value into the equation

( suggestedWholesalePrice

Enter * in the Literal box

Multiplication

( suggestedWholesalePrice *

Select minimumRetailMarkup attribute from the Attributes box

Enters the minimumRetailMarkup attribute into the equation

( suggestedWholesalePrice * minimumRetailMarkup

Enter * in the Literal box

Multiplication

( suggestedWholesalePrice * minimumRetailMarkup *

Enter .01 in the Literal box

Enters the literal value of .01 into the equation

( suggestedWholesalePrice * minimumRetailMarkup * .01

Enter ) in the Literal box

Closes the parentheses, grouping a set of operations together

( suggestedWholesalePrice * minimumRetailMarkup * .01 )

Enter + in the Literal box

Addition

( suggestedWholesalePrice * minimumRetailMarkup * .01) +

Select suggestedWholesalePrice from the Attributes box

Enters the suggestedWholesalePrice value into the equation

( suggestedWholesalePrice * minimumRetailMarkup * .01) + suggestedWholesalePrice


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The final equation multiplies the value of the suggestedWholesalePrice attribute by the value of the minimumRetailMarkup attribute, and then by the literal value of .01. The equation then adds this value to the value of the suggestedWholesalePrice attribute.

View Attributes Product Costing Page Using views on the Product Costing page is discussed in Chapter 3, Multiple Costing; however, it is important to understand that cost sheet, product, and sourcing configuration attributes are available when creating and/or updating views, based upon the cost sheet Type and the sourcing configuration Type that are linked to the product. For example, if the CMT cost sheet Type is associated to the product Type of the product, then only those attributes that apply to the CMT cost sheet Type are available when creating views for the given product Type. Likewise, if Apparel sourcing configuration Type is associated to the product Type of the product, then only those attributes that apply to the Apparel sourcing configuration Type are available when creating views for the given product Type. The following types of attributes are available when creating and/or updating cost sheet views: •

Cost Sheet

•

Product

•

Sourcing Configuration

Note: All sourcing configuration attributes are not available when creating cost sheet views from the line sheet. Only the sourcing configuration name attribute is available. When using multiple costing, the following is true for the cost sheet Type: •

You should only create attributes at the Product level –

•

Because Colorway-level costing is disabled when using multiple costing, and therefore not visible anywhere in the system, creating attributes at the Colorway level only adds unnecessary overhead

When upgrading an existing system, with already defined attributes, the following attributes are visible, on both the line sheet and the Costing page: –

Product

–

Product-Colorway

Property Settings Introduction Costing property settings are accessed from the Navigator tab. To apply the property settings detailed in this section, select Administrative > Edit Property Files > custom.lcs.properties, unless otherwise noted.

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Comment lines located in the lcs.properties file provide examples of many of the property settings detailed below. To view these comments, from the Navigator tab, select Administrative > Edit Property Files > Viewable Property Files > lcs.properties. The costing property settings available are outlined below. The out-of-the-box feature is described first, then the configuration that can be performed to alter the property setting is described. The variable components of the code are in italics. Components of the code that must be replaced with an attribute key are in italics and are enclosed within angle brackets (< >). These brackets must not be included in the code, and you must replace the example component with the desired attribute key(s). In the example below, must be replaced with the appropriate key, without the angle brackets. com.lcs.wc.sourcing.useLCSCostSheet=

If you wanted to enable cost sheets, the property setting value would be set to true, and the property setting entered into custom.lcs.properties would be updated as follows: com.lcs.wc.sourcing.useLCSCostSheet=true

The custom.lcs.properties file is blank out-of-the-box. Insert the lines of code as detailed below into the custom.lcs.properties file, making modifications to those components in italics, or those components enclosed within angle brackets, as needed. The order in which the property settings are entered does not affect their functionality.

Enabling Souring Configurations The ability to create and use sourcing configurations is controlled through a property setting. Sourcing configurations must be enabled in order to use cost sheets. The basic form of the property setting is: com.lcs.wc.season.load.useSourcingConfigs= Out-of-the-Box

The ability to create and use sourcing configurations is enabled by default. The value of the property setting is set to true. com.lcs.wc.season.load.useSourcingConfigs=true Configuration

To disable the creation and use of sourcing configurations, set value of the property setting to false. com.lcs.wc.season.load.useSourcingConfigs=false

Note: Setting this property setting to false disables the use of cost sheets.

Enabling Cost Sheets The ability to use cost sheets is controlled through a property setting whose basic form is: com.lcs.wc.sourcing.useLCSCostSheet=


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Out-of-the-Box

By default, cost sheets are enabled. The property setting value is set to true. com.lcs.wc.sourcing.useLCSCostSheet=true Configuration

To disable the use of cost sheets, set the value of the property setting to false. com.lcs.wc.sourcing.useLCSCostSheet=false

Enabling Multiple Cost Sheets The ability to create multiple cost sheets, including active and what if cost sheets, is controlled through a property setting. The basic form of this property setting is: com.lcs.wc.sourcing.useLCSMultiCosting=

Both single and multiple costing cannot be enabled simultaneously. If multiple costing is enabled, then single costing is disabled, and vice versa. Out-of-the-Box

Multiple cost sheets are not enabled by default. The value for this property setting is set to false. com.lcs.wc.sourcing.useLCSMultiCosting=false

Note: Disabling multiple cost sheets enables single cost sheet functionality. Configuration

You enable multiple cost sheets by setting the value of the property setting to true. com.lcs.wc.sourcing.useLCSMultiCosting=true

Note: Enabling multiple cost sheets disables single costing functionality.

Default Name of the Primary Cost Sheet The primary cost sheet is generated automatically, and is assigned to both a season and a source. You can change the default name given to the automatically generated primary cost sheet using a property setting whose basic form is: com.lcs.wc.sourcing.LCSCostSheetPlugins.primaryCostDefaultName= Out-of-the-Box

By default, the system names automatically generated primary cost sheets “Primary”. The value for the out-of-the-box property setting is Primary. com.lcs.wc.sourcing.LCSCostSheetPlugins.primaryCostDefaultName= Primary

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Configuration

To change the name of the default primary cost sheet name, enter a new value for the property setting, such as System Generated. com.lcs.wc.sourcing.LCSCostSheetPlugins.primaryCostDefaultName= System Generated

The above property settings automatically names all automatically generated primary cost sheets “System Generated” instead of “Primary”.

Displaying Cost Sheets in the Cost Sheet List Tab A property setting controls which types of cost sheets are displayed by default when you open the Cost Sheet List tab on the Sourcing Costing page. This property setting’s basic form is: jsp.sourcing.costing.default= Out-of-the-Box

By default, only primary cost sheets are displayed in the Cost Sheet List tab. The value for the property setting is set to primary. jsp.sourcing.costing.default=primary Configuration

You can display active and what if cost sheets in the Cost Sheet List tab by default by entering a different value for the property setting. The table below outlines the additional values available, their corresponding actions, and the updated property setting. Property Setting Value

Action

active

Displays both primary and active cost sheets by default in the Cost Sheet List tab

whatif

Displays primary, active, and what if cost sheets by default in the Cost Sheet List tab

Property Setting jsp.sourcing.costi ng.default=active

jsp.sourcing.costing .default=whatif

Defining Who Can Recalculate Cost Sheets You can specify those groups within the system who are allowed to recalculate cost sheets. The recalculation ability is not available to users who do not belong to the specified group. The basic form of the property setting to control which groups can recalculate cost sheets is: com.lcs.wc.sourcing.refreshCostSheetGroups=


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Out-of-the-Box

By default, only members of the “Administrator” group can recalculate cost sheets. Users who do not belong to this group do not have the recalculation options for selection. The value for the out-of-the-box property setting is Administrators. com.lcs.wc.sourcing.refreshCostSheetGroups=Administrators Configuration

To specify a different group whose members can recalculate cost sheets, enter a different group name as the value of the property setting. com.lcs.wc.sourcing.refreshCostSheetGroups=Purchasing

The above property setting only allows those users who belong to the “Purchasing” group to recalculate cost sheets. Users who do not belong to this group are unable to recalculate cost sheets. Entering a different value for this property setting disables access to the recalculation functionality by the “Administrators” group. You can grant access to the recalculation options to multiple groups. Enter each group name as the property setting value, separated by a comma (,). To allow both the “Administrators” and the “Purchasing” group to recalculate cost sheets, the property setting value would be: Administrators,Purchasing

Thus, the property setting would be entered as follows: com.lcs.wc.sourcing.refreshCostSheetGroups=Administrators,Purch asing

The above property setting allows members of both the “Administrators” and “Purchasing” groups to recalculate cost sheets.

Specifying Which Cost Sheets to Recalculate Authorized users can recalculate cost sheets from the line sheet by selecting Recalculate Costs from the Actions drop-down list. A property setting controls which objects are recalculated when this option is selected. The value of the property setting is a numerical value, measured in milliseconds, representing a quantity of time that the system tests against. The last modified time of seasonal objects are checked against the property setting value, and if that time falls within the numerical value of the property setting, the seasonal object is recalculated. If the last modified time falls outside of the numerical value, the seasonal object is not recalculated. The basic form of this property setting is: com.lcs.wc.season.RefreshCosts.costRecalcTime=

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Out-of-the-Box

By default, the value for this property setting is 0 (zero). The system automatically updates all seasonal objects, as the quantity of time to test against is zero. com.lcs.wc.season.RefreshCosts.costRecalcTime=0 Configuration

You can specify a different quantity of time, in milliseconds, by entering a different numerical value, such as 10 (ten). com.lcs.wc.season.RefreshCosts.costRecalcTime=10

The above property setting tells the system to recalculate only those seasonal objects that have been modified in the past 10 milliseconds. Any modified objects that fall outside of this time period are not recalculated.

Disabling Cost Sheet Compare The Cost Sheet Compare page allows you to compare cost sheets for a given product. A single property setting controls whether or not the Cost Sheet Compare page is available from both the Navigator tab and the Navigation Header. The basic form of this property setting is: com.lcs.wc.sourcing.useLCSCostSheet= Out-of-the-Box

The Cost Sheet Compare page is enabled out-of-the-box. The default value of this property setting is true. com.lcs.wc.sourcing.useLCSCostSheet=true Configuration

You can disable the Cost Sheet Compare page by setting the value of this property setting to false. com.lcs.wc.sourcing.useLCSCostSheet=false

Costing and the Bill of Materials You can enable material effectivity pricing and bill of material effectivity pricing using property settings. You can also create a server-side plug-in that rolls up the bill of material prices into the cost sheet, effectively linking the BOM prices to the cost sheet values. Effectivity pricing and a BOM roll-up customization can be used together to provide more accurate costing information for a product. Both effectivity pricing and bill of material cost roll-up are discussed in the FlexPLM Bill of Materials User’s Guide. Please refer to that guide for more details.

Copying Cost Sheets You can control the ability to copy cost sheets when copying products, as well as the ability to copy cost sheets to the clipboard, using property settings. These settings are


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described in detail in the FlexPLM Advanced Product Creation User’s Guide. Please refer to that guide for more information.

Exporting the Cost Sheet FlexPLM supports the ability to export the cost sheet data to an external system, such as an ERP system, using a server-side plug-in. Because the data exported would be specific to your business model, the server-side plug-in is not described in detail here.

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3 Multiple Cost Sheets

This chapter discusses how to work with multiple cost sheets in FlexPLM. Topic

Page

Overview ........................................................................................................................ 3-2 Accessing the Functionality............................................................................................ 3-2 Viewing Cost Sheets....................................................................................................... 3-2 Creating Cost Sheets....................................................................................................... 3-9 Updating Cost Sheets.....................................................................................................3-13

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Overview FlexPLM allows you to create three different kinds of cost sheets: primary, active, and what if. You can create multiple active and what if cost sheets for any given product, associating these cost sheets to a season and a source. The ability to create and use multiple cost sheets is controlled through a property setting. This chapter discusses costing as if that property setting were set to enable multiple cost sheets.

Accessing the Functionality You access a product’s cost sheets from the product’s Sourcing Costing page.

Viewing Cost Sheets The Sourcing Costing page contains the Cost Sheet List tab, which lists the primary cost sheets associated to the product. Note: Active and what if cost sheets may also be displayed, depending on property setting values.

The Cost Sheet List Tab The Cost Sheet List tab displays the cost sheet table, which displays the cost sheets in a tabular format.

Clicking the name of any cost sheet opens that cost sheet in a separate tab. For more information on working with individual cost sheet tabs, please refer to the later section, Individual Cost Sheet Tabs.

Displaying Active and What If Cost Sheets If active and what if cost sheets are not displayed by default, you can display them by checking off the corresponding check box. To display active cost sheets in addition to the primary cost sheets, check off the Include All Active Cost Sheets check box.

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Click the Run button. The system refreshes and displays both primary and active cost sheets in the cost sheet table. To display all active cost sheets in addition to both active and primary cost sheets, check off the Include What If Cost Sheets check box. Note: Checking off the Include What If Cost Sheets check box automatically checks off the Include All Active Cost Sheets check box as well.

Click the Run button. The system refreshes and displays primary, active, and what if cost sheets in the cost sheet table.

Filtering Cost Sheets You can use the product filters drop-down lists to filter cost sheets by season and source. Selecting a season from the Season drop-down list displays only those cost sheets associated to that season in the cost sheet table. Likewise, selecting a source from the Source drop-down list displays only those cost sheets associated to that source in the cost sheet. Selecting both a season and a source displays those cost sheets associated to that season and source combination.

The Cost Sheet Table Controlling the Layout You can control which columns are displayed in the cost sheet table by clicking the Hide/Show columns button and selecting or deselecting columns using the standard hide / show column functionality. You can also control which columns are displayed by clicking the Views arrow and selecting a view from the list. To apply a view, click the Run button.

Once you select a view, that view’s name is displayed in the Cost Sheet List tab. The Update table layout icon also appears. Clicking this icon allows you to edit the view using the standard view editing functionality.

The Cost Sheet Table Columns The cost sheet table contains several columns. •

Multiple Cost Sheets

The first column displays an Actions arrow from which you can make selections for the corresponding cost sheet. Please refer to the next section, The Actions Arrow, for details on the available options.

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•

The Name column displays the cost sheet name. Clicking the name of any cost sheet opens that cost sheet in a separate tab. For more information on working with individual cost sheet tabs, please refer to the later section, Individual Cost Sheet Tabs.

•

The What If column displays a Yes or No value, indicating whether or not the corresponding cost sheet is a what if cost sheet

•

The Primary column displays a Yes or No value, indicating whether or not the corresponding cost is a primary cost sheet

•

The Sourcing Configuration column displays the sourcing configuration that the corresponding cost sheet is associated to. Product cost sheets must be associated to a sourcing configuration.

The cost sheet table also contains columns that display which colorways, size category, sizes, and destinations the cost sheet is associated to. Sorting Cost Sheet Table Columns You can sort any column in the cost sheet table by clicking the column name.

Doing so sorts the column alphabetically.

Clicking the column name again sorts the column in reverse order. The Actions Arrow The Actions arrow allows you to perform a number of actions on the corresponding cost sheet. These actions vary depending on the type of cost sheet. The table below outlines the available options, as well as which types each option is available for.

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Option

Action

Available For

Copy to Clipboard

Copies corresponding cost

Active, Primary, What If


Option

Action sheet to the clipboard

Available For

Create What If

Copies corresponding cost sheet as a what if cost sheet


Delete

Deletes corresponding cost sheet

Active, What If

Recalculate

Recalculates corresponding cost sheet


Set As Primary

Sets the corresponding cost sheet as the primary cost sheet for the season and source combination

Active

Set As What If

Sets the corresponding cost sheet as a what if cost sheet for the season and source combination

Active

Set As Active

Sets the corresponding cost sheet as an active cost sheet for the season and source combination

What If

Set As Active and Primary

Sets the corresponding cost sheet as an active and primary cost sheet for the season and source combination

What If

Update

Takes you to the Update Product Cost Sheet for the corresponding cost sheet


View

Opens the individual cost sheet tab for the corresponding cost sheet


Individual Cost Sheet Tabs Clicking the name of any cost sheet opens that cost sheet in a separate tab. The tab name is the same as the cost sheet name.


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Cost Sheet Details This tab displays the cost sheet details for the cost sheet whose name appears in the tab. The tab also indicates whether the cost sheet is a primary, an active, or a what if cost sheet. The system displays Primary Cost Sheet Details for primary cost sheets, Cost Sheet Details for active cost sheets, and What If Cost Sheet Details for what if cost sheets. The cost sheet’s name is also displayed. In the example below, the cost sheet named System Generated is a what if cost sheet.

Cost Sheet Details Boxes Cost sheet details include the Cost Sheet Identification and Cost Sheet Variations boxes. It also includes the standard Associated Documents and System Information boxes. The Cost Sheet Identification box contains basic information about the cost sheet, including the Name of the cost sheet, the Sourcing Configuration and the Season that the cost sheet is associated to, and the Specification that the cost sheet is associated to, if applicable. The Cost Sheet Identification box also displays which Type in the Type hierarchy that the cost sheet was created on. Note: This Type should not be confused with the designation of primary, active, or what if cost sheet types.

The Cost Sheet Variations box displays the associated variations for the cost sheet, as well as the representative value for each variation. The variations displayed are Colorways, Destination, Size Category, related size range, and values for size 2, if applicable. Note: The system displays the labels entered for size 1 and size 2. The box also displays the Representative Colorway, the Representative Destination, the Representative Size, and the second Representative Size value, if applicable.

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You can view associated documents as well as add and remove reference documents to and from the cost sheet using the standard Associated Documents box functionality. You can also view select system metadata about the cost sheet in the System Information box.

Cost Sheet Actions In addition to the cost sheet details, individual cost sheet tabs also contain the standard Copy icon, as well as an Actions drop-down list. Note: The options available for selection from the Actions drop-down list vary by which kind of cost sheet you are viewing.

•

Clicking the Copy icon copies the current cost sheet to the clipboard. Please refer to the later section, Copying Cost Sheets, for more information.

•

Selecting Update takes you to the Update Product Cost Sheet page, where you can update the cost sheet name, associated variations, and other attributes. Please refer to the later section, Updating Cost Sheets, for more information.

•

Selecting Iteration History takes you to the Cost Sheet Iteration History page, which is described in the next section, Cost Sheet Iterations

Certain options in the Actions drop-down list may only be available from specific kinds of cost sheets. The table below outlines the additional options, and the cost sheet types from which they are available for selection. Note: These types (primary, active, and what if) should not be confused with the hierarchical FlexTypes.


Action Option

Cost Sheet Type

Delete

Active, What If

Set As Primary

Active

Set As What If

Active

Set As Active and Primary

What If

•

Selecting Delete allows you to delete the cost sheet. The system prompts you to confirm your action. Click the OK button to permanently delete the cost sheet, and click the Cancel button to keep it.

•

Selecting Set As Primary sets the current active cost sheet as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet.

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•

Selecting Set As What If sets the current active cost sheet as a what if cost sheet for the associated season and source. Because you can have multiple what if cost sheets associated to a single season and source combination, any existing what if cost sheets remain what ifs.

•

Selecting Set As Active and Primary sets the current what if cost sheet as an active cost sheet, and also designates it as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. Because you can have multiple active cost sheets associated to a single season and source combination, any existing active cost sheets remain active.

Cost Sheet Iterations The Cost Sheet Iteration Details page displays the Iteration History table, which contains the following columns: •

The All column, which contains a check box for the corresponding cost sheet that is used to compare iterations. This column only appears when there are multiple iterations of a single cost sheet.

•

The Iteration column, which displays the name of the iteration(s)

•

The Iteration Status column, which displays whether or not the corresponding cost sheet iteration is currently checked in to the system

•

The Modified By column displays the name of the user who modified the corresponding iteration

•

The Modified On column displays the date and time that the corresponding iteration was last modified

•

The Created By column displays the name of the user who created the corresponding iteration

•

The Created On column displays the date and time that the corresponding iteration was created

Clicking the name of any iteration opens that iteration in the product’s Sourcing Summary page.

You can also click the Current Iteration button open the current iteration in the product’s Sourcing Summary page.

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Click the Back button on the Cost Sheet Iteration Details page at any time to return to the Cost Sheet List tab. Comparing Cost Sheet Iterations You can compare iterations of the cost sheet by checking off the check boxes for the corresponding cost sheets that you want to compare. Note: You can also check off the All check box to select all iterations.

After you have made your selections, click the Compare Iterations button.

This takes you to the Cost Sheet Iteration Comparison page, where the cost sheet attribute values are displayed side by side. Attributes whose values are different from those of the previous iteration are highlighted in green. This allows you to easily identify changes between iterations.

You can view the current iteration of the cost sheet in the product’s Sourcing Summary page by clicking the Current Iteration button. Click the Return button to return to the Cost Sheet Iteration Details page.

Creating Cost Sheets Cost sheets are associated, at a minimum, to a season and a source. Cost sheets can also be associated to a specification.


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Primary cost sheets are automatically generated for any product when a source is assigned to a season. You can also create additional active and what if cost sheets for the same season and source combination from the Sourcing Costing page. You must first select a season from the product filters drop-down lists in the product header.

Your season selection influences which sources are available for selection from the Source drop-down list. Only those sourcing configurations that are associated to the season you have chosen are available for selection.

Associating a cost sheet to a specification allows you to use existing bill of material information. If you want to create a cost sheet that is associated to a specification, select the specification from the Specification drop-down list. Your season and source selections influence the available specifications. Note: Selecting a specification is not mandatory.

Once you have selected a season, source, and specification, if applicable, you can now make a selection from the Actions drop-down list on the Cost Sheet List tab. Note: This drop-down list is inactive unless both a season and source have been selected.

Creating an Active Cost Sheet From the Actions drop-down list on the Cost Sheet List tab, select Create Cost Sheet. Note: Selecting Create Cost Sheet creates an active cost sheet. Once the active cost sheet is created, you can designate it as a primary cost sheet either from the cost sheet’s Actions arrow or its Actions drop-down list.

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This takes you to the Create Product Cost Sheet page, where you can enter information and provide details for the cost sheet.

The Cost Sheet Identification Box The Cost Sheet Identification box allows you to name your cost sheet and select or change the associated specification

Enter a name in the Name field, and select a specification from the Specification drop-down list, if applicable. If you have previously selected an associated specification, that specification’s name automatically appears in the drop-down list. You can change the associated specification by selecting a different specification from the drop-down list.

The Cost Sheet Identification box also displays the associated Sourcing Configuration, hierarchical Type, Product, and Season. These cannot be updated.

The Cost Sheet Variations Box The Cost Sheet Variations box allows you to specify which product variations the cost sheet is associated to, as well as specify the representative value for each variation.


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Adding Variations to the Cost Sheet You add colorways and destinations to the cost sheet using the standard multi-select list box functionality for each variation. To add sizes to the cost sheet, you must first select a size category from the Size Category drop-down list.

Selecting a size category populates the Options box of the Size multi-select list box. If the size category selected is two-dimensional, the Options box of the Size 2 multi-select list box is also populated with the appropriate size values. Once the Options box(es) have been populated, add sizes to the cost sheet using the standard multi-select list box functionality. Representative Variations Representative variations are used when calculating the total product cost. They indicate which variation’s value the system should use when performing calculations. As you add variations to the cost sheet, the Representative drop-down list for each variation is populated with the values you select. When you have finished selecting all variation values, select a representative value from the variation’s Representative drop-down list.

If you do not select a representative variation for each variation, the system automatically uses the first variation in the list as the representative value. Once you have finished selecting representative values for all variations, click the Save button to save the cost sheet. The system returns you to the Sourcing Costing page, and

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opens the newly created cost sheet in its own cost sheet tab. You can also click the Cancel button at any time to discard your work and return to the Sourcing Costing page.

Creating a What If Cost Sheet After you have selected a season, source, and specification, if applicable, select Create What If Cost Sheet from the Actions drop-down list on the Cost Sheet List tab.

This takes you to the What If Cost Sheet page, which contains the same information as the Create Cost Sheet page. You follow the same process to create a what if cost sheet as outlined in the earlier section, Creating an Active Cost Sheet. Please refer to that section for more details on creating cost sheets.

Updating Cost Sheets You can access the Update Product Cost Sheet one of two ways: •

Selecting Update from the Actions arrow for the cost sheet you want to update

•

Selecting Update from the Actions drop-down list on the individual cost sheet tab for the cost sheet you want to update

The Update Product Cost Sheet Page The Update Product Cost Sheet page is laid out in the same manner as the Create Cost Sheet and What If Cost Sheet pages. It contains a Cost Sheet Identification box, as well as a Cost Sheet Variations box. The Cost Sheet Identification box displays the name of the cost sheet, which you can update by entering a new value in the Name field.


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The Cost Sheet Identification box also displays the hierarchical Type of the cost sheet, as well as the Product for which the cost sheet is being calculated. The associated Sourcing Configuration and Season are also displayed. If the cost sheet was associated to a specification when it was created, then the name of the associated specification appears in the Specification field; however, if no specification association was made, this field appears blank. The Specification field cannot be updated.

You can update the cost sheet variations using the standard multi select list box functionality for each variation. To update the size category, select a new size category from the Size Category drop down list. Doing so updates the available size values. Use the standard multi select list box functionality to update the size values for the cost sheet. To update the representative value for any variation, select a new value from that variation’s Representative drop down list. Once you have made all of your changes, click the Save button to save your changes. You can also click the Cancel button at any time discard your changes. Clicking either button returns you to the individual tab for the cost sheet.

Changing Cost Sheet Designations You can change the cost sheet type from both the Actions arrow on the Cost Sheet List tab and the Actions drop-down list on the individual cost sheet tab. Note: Do not confuse the cost sheet type designation with the hierarchical Type that is displayed in the Cost Sheet Identification box. The table below outlines the changes available from each cost sheet type. Note: The Create What If option is only available from the Actions arrow on the Cost Sheet List tab. Cost Sheet Type

Changes Available

Primary

Create What If

Active

Create What If Set As Primary Set As What If

What If

Create What If Set As Active Set As Active and Primary

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•

Selecting Create What If copies the corresponding cost sheet information into a What If Cost Sheet page. You can update these values to create a new what if cost sheet. Please refer to the previous section, Creating a What If Cost Sheet for more details on working with this page.

•

Selecting Set As Primary sets the current active cost sheet as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet.

•

Selecting Set As What If sets the current active cost sheet as a what if cost sheet for the associated season and source. Because you can have multiple what if cost sheets associated to a single season and source combination, any existing what if cost sheets remain what ifs.

•

Selecting Set As Active and Primary sets the current what if cost sheet as an active cost sheet, and also designates it as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. Because you can have multiple active cost sheets associated to a single season and source combination, any existing active cost sheets remain active.

Copying Cost Sheets Copying a cost sheet either copies the corresponding cost sheet to the clipboard or opens the Copy Cost Sheet page. You can copy a cost sheet from the Cost Sheet List tab, as well as from individual cost sheet tabs. Note: Cost sheets are always copied when you copy all product information by clicking the Copy icon in the product header. To copy a cost sheet from the individual cost sheet tab, click the Copy icon.

This opens the Copy Cost Sheet page, which contains the copied cost sheet information. You can update the values for the cost sheet by following the same process used when updating a cost sheet. Please refer to the earlier section, Updating Cost Sheets for more information. Note: The Copy Cost Sheet page does not display the Specification field. The copied cost sheet is associated to the same specification as the original cost sheet.

Copying Cost Sheets to the Clipboard To copy a cost sheet to the clipboard, where it is available for pasting into other products, navigate to the Cost Sheet List tab. Click the Actions arrow for the cost sheet you want to copy, and select Copy to Clipboard.


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Doing so brings up the Clipboard window. The copied cost sheet is displayed on the clipboard.

Click the standard Remove / Delete icon to remove the cost sheet from the clipboard.

Copying Cost Sheets to Different Sources If a cost sheet is pasted into a product that does not include the sourcing configuration to which the cost sheet was associated, the system pastes the cost sheet into the season and source combination you have selected. The system then clears the values for the selected variations in the original cost sheet. The copied cost sheet’s variation values are blank, and available for update.

Recalculating Cost Sheets FlexPLM allows authorized users to recalculate product cost sheets by selecting Recalculate from the Actions arrow. Note: If this option is absent from your Actions arrows, you most likely do not belong to a group that has permission to recalculate cost sheets. Please contact your administrator.

Selecting this option executes any existing calculation server-side plug-ins. The system refreshes, and displays the updated values per the calculations. Note: These calculation server-side plug-ins are specific to your business, and are not discussed in detail here.

Deleting Cost Sheets You can delete cost sheets from both the Cost Sheet List tab and the individual cost sheet tab. The system does not allow you to delete primary cost sheets; you can only delete active and what if cost sheets. To delete a primary cost sheet, you must first designate another cost sheet as the primary cost sheet for that season and source combination. From the Cost Sheet List tab, select Delete from the Actions arrow for the cost sheet you want to delete.

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From the individual cost sheet tab, select Delete from the Actions drop-down list.

Either selection prompts you to confirm your action. Click the OK button to permanently delete the cost sheet. The system deletes the cost sheet and returns you to the Cost Sheet List tab. You can also click the Cancel button to keep the cost sheet.


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4 Costing From the Line Sheet

This chapter discusses how to work with cost sheets from the line sheet. Topic

Page

Overview ........................................................................................................................ 4-2 Viewing Cost Sheets From the Line Sheet ..................................................................... 4-2 Working With Cost Sheets From the Line Sheet ............................................................ 4-4

4-1

Overview FlexPLM allows you to work with cost sheets from the season line sheet. It allows you to perform select actions from the line sheet, including viewing sourcing, setting primary sources, and updating attribute values.

Viewing Cost Sheets From the Line Sheet You can view cost sheets from the line sheet of any season to which the cost sheet is associated. You must navigate to the line sheet of the season whose associated cost sheets you want to view. You can do this in two ways: from the Home Page and from the Navigator tab. From the Home Page, click the Line Sheet icon for the season whose line sheet you want to view.

Alternatively, you can navigate to the season line sheet by selecting My Seasons from the Navigator tab. Once you have selected a season, select Development > Line Sheet to navigate to the line sheet.

Either selection takes you to the season line sheet.

Using Views to Display Cost Sheets You must use views to display cost sheets in the line sheet. The system does not display them by default. Note: You default view may include cost sheet attributes; however, if no view is selected, cost sheet attributes are not displayed. You can create a new view using the standard view creation functionality. You can also update any existing view using the standard view update functionality. To display cost sheets, you must select cost sheet attributes, which appear in the Selectable Attributes box in the form of Cost Sheet\. Note: It is recommended that you always select the Cost Sheet\Name attribute when creating a cost sheet view.

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Displaying Active and What If Cost Sheets To display active and what if cost sheets, click the Options button.

Doing so displays the Line Sheet Viewer Options box. Note: Clicking the Options button when the Line Sheet Viewer Options box is displayed hides the box. The Line Sheet Viewer Options box includes check boxes for including all active cost sheets and all what if cost sheets. To display all active cost sheets, check off the Include All Active Cost Sheets check box.

To display all what if cost sheets, check off the Include All What If Cost Sheets check box.

You can also check off both check boxes to display both active and what if cost sheets. Note: Checking off either or both check boxes displays those active and what if cost sheets associated to the primary source. It does not display active or what if cost sheets associated to non-primary sources. Please see the later section, Displaying All Sources, for information on displaying additional sources. When you have finished making your selections, click the Run button to view the updated line sheet.

Viewing Colorway-Level Cost Sheets Colorway-level costing is only relevant in single costing mode. Multiple costing at the colorway level is not supported within FlexPLM. You can view colorway-level cost sheets by clicking the Options button and selecting Colorway from the Level drop-down list in the Line Sheet Viewer Options box.

Click the Run button to view the updated line sheet. FlexPLM only displays one cost sheet per colorway (and per source, if sources are included) when viewing colorway-level cost sheets, regardless of costing mode. If

Costing From the Line Sheet

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multiple cost sheets are enabled, the product level cost information is pulled from the primary cost sheet for the given sourcing configuration. The display of multiple colorway-level cost sheets is not currently supported. You must select Product from the Level drop-down list in order to view multiple cost sheets.

Working With Cost Sheets From the Line Sheet There are several actions you can perform from the line sheet, with respect to the cost sheet. You can: •

View product sourcing

•

Recalculate costs

•

Change cost sheet designations

•

Mass edit cost sheet attributes

Note: The following sections assume a view with cost sheet attributes has been selected.

Viewing Sourcing From the Actions arrow for any cost sheet, select View Sourcing.

This takes you to the Sourcing Summary page of the product that the cost sheet is created on. The source associated to the cost sheet is automatically selected in the Source drop-down list in the product header. The Sourcing Summary page indicates whether or not the current source selected is the primary source for the product by displaying Yes or No. The page also indicates whether or not the current source selected is the primary source for the season selected in the Season drop-down list by displaying Yes or No. Note: If no season is selected, no primary source for season indication is given.

Recalculating Costs You can recalculate product cost sheets by selecting Recalculate Costs from the main line sheet Actions drop-down list.

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Note: If this option is absent from your Actions arrows, you most likely do not belong to a group that has permission to recalculate cost sheets. Please contact your administrator.

Doing so warns you that recalculating all cost sheets on the line sheet may take some time, and prompts you to confirm your actions. Click the OK button to recalculate the cost sheets. Click the Cancel button to cancel the recalculation of all cost sheets on the line sheet. Clicking the OK button executes any existing calculation server-side plug-ins. The system refreshes, and displays the updated values per the calculations. Note: These calculation server-side plug-ins are specific to your business, and are not discussed in detail here.

Changing Primary Sources You can designate the associated source of a cost sheet as the primary source for both the associated product and the associated season.

Displaying All Sources Before you can change primary product and season sources, you must first display all sources. Click the Options button to display the Line Sheet Viewer Options box. Note: Clicking the Options button when the Line Sheet Viewer Options box is displayed hides the box.


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The Line Sheet Viewer Options box includes check boxes for including all sources, all active cost sheets, and all what if cost sheets.

You must check off the Include All Sources check box to be able to change primary sources. If you also want to include active cost sheets, the check box for Include All Active Cost Sheets must be checked off. Similarly, check off the Include What If Cost Sheets check box to display what if cost sheets. You can also check off both check boxes to display both types of cost sheets. When you have finished making your selections, click the Run button to view the updated line sheet.

Setting a Primary Product Source From the Actions arrow of the cost sheet whose source you want to set as the primary source for the product, select Set as Primary (Product). Note: This option does not appear if the source is already the primary product source.

Selecting this option sets the corresponding source as the primary source for the corresponding product. The system refreshes and returns you to the Line Sheet Viewer.

Setting a Primary Season Source From the Actions arrow of the cost sheet whose source you want to set as the primary source for the product, select Set as Primary (Season). Note: This option does not appear if the source is already the primary product source.

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Selecting this option sets the corresponding source as the primary source for the product and season combination for the given cost sheet. The system refreshes and returns you to the Line Sheet Viewer.

Mass Editing of Cost Sheets You can mass edit cost sheet attributes by selecting Edit Line Sheet: (Product – Season) from the main Actions drop-down list on the line sheet.

This takes you to the Line Sheet Editor: (Product Season) page, where you can update product attributes. Note: The ability edit attribute values in the line sheet is configured using the Type Manager.

Updating Attribute Values You can update editable attribute values in the line sheet cells. The system displays the current value, as well as a field for the New value. You must specify a new value by selecting from a drop-down list, selecting from a multi-select list box, or entering a new value in a text field.

After you have entered or selected your updates, click the Save button to save your changes and return to the Line Sheet Viewer page. You can also click the Cancel button at any time to discard your changes and return to the Line Sheet Viewer page.


4-7

Mass Change The system also allows you to perform a mass change on editable attributes by clicking the Mass Change button.

This inserts a row beneath the header row, which allows you to specify a New value for the column attribute, by selecting from a drop-down list, selecting from a multi-select list box, or entering a new value in a text field.

Click the Fill Column button to apply your updated value to all cells in that column. To clear all attribute values for a specific attribute, enter or select no value, and click the Fill Column button. All values for that attribute are cleared. Click the Save button to save your changes and return to the Line Sheet Viewer page. You can also click the Cancel button at any time to discard your changes and return to the Line Sheet Viewer page. Search and Replace The system also allows you to perform a search and replace on editable attributes by clicking the Search/Replace button.

This inserts a row beneath the header row, which allows you to specify which value the system should Search For in the column, and if found, the Replace With value for that attribute. You specify a Replace With value by selecting from a drop-down list, selecting from a multi-select list box, or entering a new value in a text field.

Click the Replace button to apply your Replace With value to all cells that match the Search For criteria in that column. Note: Your Search For value must be an exact match. The search and replace functionality does not currently support wild card searching.

4-8


To clear all attribute values for a specific Search For value, enter or select no value for the Replace With value, and click the Replace button. All values that match the Search For value are cleared. Click the Save button to save your changes and return to the Line Sheet Viewer page. You can also click the Cancel button at any time to discard your changes and return to the Line Sheet Viewer page.


4-9

4-10


A Quick Reference Guide

Property Settings Table Feature / Functionality

Out-of-the-Box Property Setting

Enable / disable sourcing configurations

com.lcs.wc.season.load.useSourcingConfigs =true

Enable / disable cost sheets

com.lcs.wc.sourcing.useLCSCostSheet=true

Enable / disable multiple cost sheets

com.lcs.wc.sourcing.useLCSMultiCosting=fa lse

Default name of the primary cost sheet

com.lcs.wc.sourcing.LCSCostSheetPlugins.p rimaryCostDefaultName=Primary

Display of cost sheets in the Cost Sheet List tab

jsp.sourcing.costing.default=primary

Define who can recalculate cost sheets

com.lcs.wc.sourcing.refreshCostSheetGroup s=Administrators

Specifying which cost sheets to recalculate

com.lcs.wc.season.RefreshCosts.costRecalc Time=0

Disable / enable cost sheet compare

com.lcs.wc.sourcing.useLCSCostSheet=true

A-1

A-2


Quick Reference Guide

A-3

Index

A attributes calculated values, 2-6 cost sheet, 2-5 groups, 2-5 levels, 2-5 name, 2-6 out-of-the-box, 2-6 view, 2-8

C cost sheets accessing, 3-2 actives, 3-10 and the line sheet, 2-3 and the product hierarchy, 2-2 associating to products, 2-4 attribute groups, 2-5 attribute levels, 2-5 attributes, 2-5 changing designations, 3-14 copying, 2-13, 3-15 creating, 3-9 deleting, 3-16 details, 3-6 displaying active and what ifs, 3-2 exporting, 2-14 filtering, 3-3 hierarchy, 2-2 in FlexPLM, 1-3 individual tabs, 3-5 out-of-the-box attributes, 2-6

property settings, 2-8 recalculating, 3-16 relationships, 2-2 updating, 3-13 view attributes, 2-8 viewing, 3-2 what ifs, 3-13 cost sheets and the line sheet, 4-2 changing primary sources, 4-5 displaying actives and what ifs, 4-3 mass editing, 4-7 recalculating, 4-4 using views, 4-2 viewing, 4-2 viewing colorway-level, 4-3 viewing sourcing, 4-4 working with, 4-4 costing administration, 2-2 and the BOM, 2-13 from the line sheet. See cost sheets and the line sheet in FlexPLM 6.1, 1-3 in FlexPLM 7.0, 1-3 products, 1-2 Type Manager, 2-2

M multiple costing overview, 3-2

P property settings, 2-8

Index-1

FlexPLM 7.0 Costing Guide

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