I’ve been asked to save a record of the total labor, material, and burden costs at the time of configuration/quote so we can report on it later. Its not too hard for me to do this, but I was just wondering if there was already something like this out of the box that I was not aware of.
All of that data should be in the Quote tables. Have you tried the Print Worksheet option in the overflow?
All the values on the work sheet are not stored in the database, but rather calculated when you open the quote. Also, they are not even calculated for configured items, unless you do a Get Details.
My solution was to make a BPM that for every configured item
- Deletes any existing BOM
- Does a Get Details
- Does a GetByID (which will return a temporary dataset for the worksheet data)
- Store that worksheet data in UD fields.
What about the QuoteAsm, QuoteOpr, QuoteMtl, etc tables? That has all of the costing info unless I am not understanding something.
Those aren’t populated unless there is a method on the quote, so at the very least I will still need a BPM to force a get details to populate them. And then I will have to replicate the costing math without making a mistake in a BAQ (so all the different production standards, etc)…
Unless I don’t understand what you are saying. It doesn’t sound like there isn’t a gross margin report that reports historic gross margin at the time of quoting?
So, the configurator does not create the method in your company? Whenever I have used the configurator, it spit out a complete method that was saved in Epicor.
We don’t have it create any parts in the part master, just parts on the fly. They configure on a quote, but the material rules are not run until Get Details is run. The current work flow has it such that a Get Details is only run on a job right as its released from an order, so quotes never have a BOM right now.
I found other people on the forums who made a BPM to automatically do Get Details, so I don’t know how you got yours to generate a method on the quote
You may want to look into Quote Analysis Export. We don’t need to do this for our reporting so we’re not 100% familiar with it, but running it for a few quotes seems to have populated the Erp.QuoteAnalysis table with quote and cost data.
That looks somewhat promising in terms of column names, but it doesn’t seem to match the numbers calculated on the quote work sheet which is really confusing me.
Edit: oh, it looks like the Analysis is multiplying by the order qty and the quote worksheet screen is showing costs for 1 of the part.
Hmm, I don’t know how I would automatically run that, since it forces you to select quotes, customer, or part by hand. I also don’t like how it has a button for the user to wipe out the data.
And it can’t calculate anything unless I have method pulled in, which is probably the case for any approach I guess.