When exporting costs to a file from the Cost Management screen's Export Costs tab, select the level (company, division, area) from which item costs are exported to a file by following the steps below.
In the Export Supplier Costs to File screen, select the company, division or area level costs that will be exported.
Or, select the last option, "Only items without costs," to export only those items that do not have associated costs.
If exporting from the division's default costs, a second option is available (Include items with only a company cost) to minimize the size of the export file. This exporting combination will only export those items from the division that contain company default costs.
If exporting from the area level, select the appropriate area from the drop-down menu. Three additional options are available that will include only items with a division default cost, company default cost, or items without costs. Alternatively, select all three of these options to include in the export file, which will make the export file larger in size.
If a master purchasing activity exists for the selected supplier and the Division Default cost is selected to export, the default cost from the company will be exported if no cost is found at the division level.
If the Company Default cost is selected to export, no other fallback cost exists beyond the company level.
The last option, "Only items without costs," can be selected for the export file, which will load only items containing no costs so the supplier can enter bids that will be sent back to the builder.
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Notes |
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If ALL Activities have been selected, the resulting text file will be extremely large and difficult to use efficiently. Leaving this option blank is useful if the user selects activities currently related to the vendor. |
How to Export Supplier Costs to File
Select Activities to Export Costs
Select Supplier and Effective Dates to Export Costs