In WMS, costs are tracked against estimating items. When estimating items are replicated from Sage Timberline® Estimating, WMS creates a unique item in the TLPE_ITEMS table based on phase number, item number and PE Category. A unique ID (called TLPE_ITEMS_ID), is assigned to each item and this ID links the items to the costs in the Cost Management screen. When WMS needs to look up the cost for a specific item (using the TLPE_ITEMS ID), the supplier number and area number are also required.
In Purchasing, the area number is determined from the current job, and the supplier number is determined by the item's assigned purchasing activity. In Sales Pricing, the area number is determined by the models/options' assigned area, and the supplier is determined by the default supplier for the item's assigned purchasing activity. The cost lookup process follows a hierarchy described below.
WMS looks for the item's cost using the TLPE_ITEMS_ID and nominated supplier and area. If a cost is found, this cost is used and the lookup is complete.
Both of the following scenarios override the cost lookup process for Issue Budgets/Purchase Orders:
If the item's Use Estimate checkbox is selected in the Issue Budgets/Issue Purchase Orders screens, the cost originally imported from the estimate is used and cost lookup is not performed.
If the Lump Sum checkbox is selected in the Issue Budgets/Issue Purchase Orders screens, the item's lump sum cost will be used and cost lookup is not performed. The Lump Sum checkbox will be checked if the user manually enters a cost in the Order Unit Price or Order Amount field in the Issue Budgets/Issue Purchase Orders screens. Or, the Lump Sum checkbox will be checked if the user has entered the amount in the Material Amount column for that item in the Sage Timberline® estimate which was imported into the job (that column's value appears bolded blue in the estimate).
If a cost is not found in the first step, WMS looks for the item's cost using the TLPE_ITEMS_ID and nominated supplier for the default division. If a cost is found, this cost is used and the lookup is complete.
If a cost is not found in the second step, WMS looks for the item's cost using the TLPE_ITEMS_ID and nominated supplier for the default company. If a cost is found, this cost is used and the lookup is complete.
If a cost is not found in the third step, WMS attempts to locate a cost using the master purchasing activity (refer to the topic, Assigning a Master Purchasing Activity). Using the purchasing activity assigned to the item, WMS determines if a master purchasing activity is assigned. If no master purchasing activity is assigned, no further lookup is performed. If a master purchasing activity exists, WMS attempts to locate an item in the TLPE_ITEMS table which has a matching item number and is assigned to the master purchasing activity. WMS then uses the TLPE_ITEMS_ID from the first matching item found, and looks up costs for the item using this TLPE_ITEMS_ID and nominated supplier and area. If a cost is found, this cost is used and the lookup is complete.
If a cost is not found in the fourth step, WMS looks for the item's cost using the new TLPE_ITEMS_ID and nominated supplier for the default division. If a cost is found, this cost is used and the lookup is complete.
If a cost is not found in the fifth step, WMS looks for the item's cost using the new TLPE_ITEMS_ID and nominated supplier for the default company. If a cost is found, this cost is used and the lookup is complete.
If a cost is not found in any previous step, WMS will return a cost based on the user's selected Refresh Costs Option (e.g. Use Estimate Unit Cost, Use Existing Unit Cost or Set Unit Costs to Zero). Refer to the Refresh Costs topic for more information.