Cost Management Tab

These settings determine if the Next and Future costs will be rolled over automatically or manually.

Auto Rollover Options

Auto Rollover Next/Future Costs Daily at Startup When Due

Checked: The Purchasing module will scan the cost database each time the program is launched, and it will rollover costs when they are effective based on the system date and the dates set in the next and future costs.

Not Checked: It will be necessary for the user to manually select the Rollover Costs function in the Cost Maintenance screen in order to roll next costs into current costs, and future costs into next costs.

Prompt before rolling costs over daily

Checked: A message will display indicating the rollover process has not been run for the day, and giving the user the option to run the process now or not.

Not Checked: The rollover process will run immediately after the Purchasing module has been launched. A message will not be displayed and the user will not have a choice to run the process now or later.

To establish cost management rollover options:

From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the Purchasing module settings for the division will be defined. If necessary, select a different division from the Division drop-down menu.
Click the Purchasing icon within the vertical list of icons on the left.
Click the Cost Management tab.

Select whether to automatically roll over the next/future cost upon startup when due.

If the checkbox is checked, the option will be active.
If the checkbox is left blank, the option will be turned off.

Click on Save.
Continue with configuring the PO E-mail Configuration tab as necessary, or click the Close button to exit the screen.

Phase Release Settings: Supplier Contract Number, Supplier Contracts, and Pay Points

The Supplier Contract Number,Supplier Contracts, and Pay Points settings are designed for lump sum databases with trade-specific cost codes. By default, the Manually Entered option is selected for the supplier contract number format. However, five automatic settings are available for use: auto-generate the contract number only; auto-generate the area code, cost code, and supplier short name; auto-generate the area number, cost code and supplier short name; auto- generate area code, phase code, cost code, and supplier short name; or, auto-generate the area number, phase code, cost code and supplier short name.

The Supplier Contracts option to update unbid models and options with zero cost in Cost Management is unchecked by default. If this setting is checked, any model and option in a supplier contract that does not have a bid entered will force a zero cost to the associated items in Cost Management. This will create a "Zero Cost Not Allowed" error in any jobs in the scope of the contract, rather than just leaving the items as unbid items.

If thePay Points setting is enabled, the item's description will update (for jobs with unissued items) as the Pay Point description changes.

Notes on Auto-Generate Settings

If using any of the Auto-Generate settings, it is recommended to keep the area, phase and cost codes as short as possible since invoices are truncated to 15 characters.