ABC (Activity-Based Costing) Control Maintenance Records

The following control maintenance records belong to the ABC (Activity Based Costing) category.

ABC Default Cost View

Select the default cost view to display in ABC. ClosedMore:

Options

  • Calc - 12 Mo - Calculates from the last day of the prior month back 12 months.

  • Calc - 12 Mo (Last) - Calculates the same period of time as the 12-month option, but for the previous year.

  • Calc - YTD - Calculates activity costs for the current year-to-date.

  • Calc - YTD (Last) - Calculates activity costs for the same period of time as the YTD option, but for the previous year.

  • Estimated - Uses the estimated cost assigned to the activity.

Outcome of setting this control record

Cost views in Activity Based Costing windows displays with the option you select here, or the default option if the control maintenance record is left blank.

Default Value(s)

Calc - 12 Mo

Dependencies

None

Action if set to Null

Uses the Calc - 12 Mo option for the default view.

Additional Information

None

Auto ABC Enabled

For each branch, indicate whether to enable the automatic logging of ABC codes. ClosedMore:

Options

  • Yes - Enables automatic logging of triggered events, such as entering an order, making quantity or shipping dates to an order, or handling cash receipts associated to the order.

  • No - Disables automatic logging of triggered events, however, users can still manually enter activity-based cost codes as they are working in the system.

Outcome of setting this control record

If you set this control maintenance record to Yes, the system detects and logs activity codes that are flagged as active in ABC Code Maintenance. When a tracked activity triggers an auto group code, the system creates an entry in the ABC log. The log entry identifies the ABC activity and the transaction number. When you view a log entry in the ABC Log Viewing window, you can drill down to the transaction detail, expense category, and G/L pool information.

Default Value(s)

No

Dependencies

The system only logs activities that are flagged as active the ABC Code Maintenance.

Action if set to Null

Does not log events automatically.

Additional Information

None

Log ABC Delivery Charge

Indicate for each branch when the ABC program logs a delivery charge for a customer when an invoice is printed or a manifest is closed. ClosedMore:

Options

  • Invoice Print - The system logs one delivery activity for each combination of customer, branch, ship via, and ship date within each invoice print run.

  • Manifest Close - Closing a manifest indicates that the delivery was made to the customer and the customer incurred the cost of delivery.

Outcome of setting this control record

Determines when the system logs the delivery charge for the customer's order at each branch.

Default Value(s)

Invoice Print

Dependencies

To auto-log these activities, set the Auto ABC Enabled  control maintenance record to Yes, and set the delivery events to active in ABC Code Maintenance..

Action if set to Null

The same as if set to Invoice Print.

Additional Information

If you are using the Shipping Manifest program, select Manifest Close.

Log ABC On New Order Line Deletions

For each branch, indicate whether the system creates an ABC log entry whenever the salesperson deletes a line item from a new order. ClosedMore:

Options

  • Yes - The system logs line item deletions for ABC analysis.

  • No - The system does not log line item deletions for ABC analysis.

Outcome of setting this control record

The system creates an ABC log entry each time a line item is deleted from a new sales order.

Default Value(s)

No

Dependencies

To auto-log these activities, set the Auto ABC Enabled  control maintenance record to Yes.

Action if set to Null

The same as if set to No.

Additional Information

Set this record to Yes if your salespeople are deleting items off of the order at the customer’s request in most instances. For example, a salesperson adds an item to an order for the customer, advises that the item is not available or provides the price to the customer, and the customer decides they do not want the item. When the salesperson deletes the item from the order, the system logs the deletion to the ABC analysis for this customer.