Has anyone successfully updated costs via Cost Adjustment for multiple parts using Paste New or Paste Update?
We’re transitioning to Kinetic cloud based from 2022.2.17. As part of my annual cost roll process, i used to load the latest purchase cost into the Cost Adjustment using the list view. I do see the list view in Kinetic 2025 but when i try to paste it in, i keep getting errors. This was my starting point for our annual cost roll process by updating the purchase parts first using Cost Adjustment and then update the mfg. parts using the Costing Workbench.
No customization. I initially enter a part number and load the cost. Then i go into list view and copy all including labels to an excel sheet to use as my template. I then load the template with the rest of the parts, cost, reason code and then try to do the paste new and/or update and there i get stopped.
Is it possible to update only Purchase parts in the Costing Workbench? I tried that before but did not load the purchase parts. Usually i load mfg. parts in the costing workbench which then breaksdown the BOM into mfg. components and purchase parts.
But if i wanted to only update the purchase parts, i am not able to upload it in the costing workbench.
When you load I think you choose the part type- purchased or manufactured.
Also check out what happens when you say “retrieved unlinked purchased parts” which is every purchased part not on a BOM and all the rest as well I think.
But yeah I’m pretty sure you can also see in those columns the last cost and then you can paste insert there… but maybe back to the same issue idk.
Yeah, i tried that with the “Retrieve unlinked purchased parts” which did bring in the parts but it brought in the entire universe of purchase part. I had the load cost details filtered for only 13 parts that i wanted to update the cost for but Costing workbench brought in over 14,000 purchase parts.
Classic. Wonder if they’ll ever fix that. It’s been that way forever and makes no sense. What’s the filter for if it doesn’t work. I need to report it or something.
I think i am on to something. i tried to order the columns in the Cost Adjustment app in different ways and i did not get an error when i arranged the columns in Part, Std Mtl Cost, Reason Code, Reference.
So, that’s an improvement from the errors. But i can’t see what it’s doing until it’s done. IN the old Epicor, each part would be posted and visible as it pastes in. Now the screen is blank until everything is pasted. If an error occured, then message will pop up to abort or continue.
When you go to Load Cost in your costing workbench you can choose “Last” and it will bring in the last cost into the cost elements. Not sure if you’re standard or average though.
We’re on standard cost method. The problem for me using the last cost in the past was because i caught a flaw long time ago, not sure if it is fixed in kinetics. The last cost is updated when a PO is received in (PUR-STK), But i noticed that the last cost was also updated when PLT-STK transactions happened. The problem is the PUR-STK transaction happens correctly at the PO cost but the PLT-STK is based on our std cost, so the last PO cost gets over-ridden by the std cost.
I usually use the most recent PO or Invoice cost and then load them into the std cost using paste insert in the Cost Adjustment app (~ around 1500 purchase parts).
I’ve written about it before, but I cannot ever get Costing Workbench to be useful.
One big issue is that a lot of our purchased parts have BOMs. There are valid reasons, but the reasons are NOT for costing them. Regardless, though, Costing Workbench insists on rolling up the standard on the purchased parts.
Anyway, I’m fascinated by the post here because I never considered doing the list view for this.
I’ve always done it with DMT, and really I still would, as it gives me a file to go back to for reference. Plus it keeps going even if there are errors, etc. etc.
Anyway, I’ve been trying to do the list view myself in Kinetic (2024.2 dev DB) and I also get nonstop errors.
Thanks, i am glad i am not the only one. I was able to get the Cost Adjustment to load multiple parts using the list view. But the order or the columns has to be re-arranged from the default. But i dont see the parts being loaded until there is an error, which i don’t like.
Regarding the Costing Workbench, when you’re loading the mfg. parts and it separates mfg. and purchase parts. If the the purchase parts have a method, then it will roll up labor/burden costs as well. However, there is a setting in the Site Cost Maintainence (Inventory Management > Setup > Site Cost Maintenance). There is an option to check a box that says “Skip Revision Cost Rollup” for purchase parts. This will ignore the method for purchase parts in the costing workbench.
