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Cost Roll-Up Details on the Item Card

May 22, 2014 Posted by Olof Simren Miscellaneous 2 Comments

Here is a super simple, but very useful modification for displaying the rolled-up costs on the item card in Microsoft Dynamics NAV. The item table has 10 standard fields that contain the rolled-up costs that are calculated during a regular standard cost roll-up. Those fields are not by default added to the item card; just adding them is quick and adds lots of values to the users that are looking at the costs shares of items.

The 10 fields are called: Single-Level Material Cost, Single-Level Capacity Cost, Single-Level Subcontrd. Cost, Single-Level Cap. Ovhd Cost, Single-Level Mfg. Ovhd Cost, Rolled-up Material Cost, Rolled-up Capacity Cost, Rolled-up Subcontracted Cost, Rolled-up Mfg. Ovhd Cost and Rolled-up Cap. Overhead Cost

Here is how to add them to the item card:

Open the item card (page 30) in design mode using the development environment, add a group for a new FastTab (I called it Cost Roll-Up) and add the above fields. Close and save the page, that’s it! 🙂

Cost-Roll-Up-Fields-Dynamics-NAV

Now when you open the item card you see the cost roll-up broken down by the different costs directly on the item card without running a report or open another page.

Cost-Roll-Up-Fields-on-Item-Card-Dynamics-NAV

The fields are updated by Dynamics NAV when you do a standard cost roll-up and are by design non-editable.

Simple and clean.

Note; even if you are not using the standard costing method, you can still run a cost roll-up to get those fields populated. The fields are used in some of the reports as well; like the rolled-up cost shares and the single level cost shares reports. And they are also used on the statistic page of a production order.

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About Olof Simren

I am a Microsoft Dynamics NAV and 365 Business Central Expert, I started implementing Microsoft Dynamics NAV in 2002, back then it was called Navision Attain. Throughout the years there has been many exciting implementations in different parts of the world, all of them with different challenges but with one common theme; manufacturing. As a consultant, I bring over 20 years of experience in implementing Microsoft Dynamics NAV and 365 Business Central within manufacturing and distribution companies. The services I offer includes project management, consultation, development and training. Feel free to contact me if you need help with anything related to Microsoft Dynamics NAV or 365 Business Central. I work through my company Naviona where I team up with other skilled Microsoft Dynamics NAV and 365 Business Central Experts.

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2 Comments

Leave your reply.
  • Omkar
    · Reply

    June 6, 2015 at 9:27 AM

    Dear Olof,
    Can you explain how costs are updated on the item card.
    I am new to NAV & working on 2013 R2.

    Regards,

    • Olof Simren
      · Reply

      Author
      June 7, 2015 at 8:11 PM

      Hi Omkar,
      Those costs related fields mentioned are updated by the standard cost roll-up.
      You can do a standard cost roll-up from the item card using the Calc. Standard Cost function (typically when you have created a new item) or from the Standard Cost Worksheet (typically if you want to roll-up a group or all your items).

      /Olof

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