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Copyright 2007 Parametric Technology Corporation. All Rights Reserved. User and training guides and related documentation from Parametric Technology Corporation and its subsidiary companies (collectively PTC) is subject to the copyright laws of the United States and other countries and is provided under a license agreement that restricts copying, disclosure, and use of such documentation. PTC hereby grants to the licensed software user the right to make copies in printed form of this documentation if provided on software media, but only for internal/personal use and in accordance with the license agreement under which the applicable software is licensed. Any copy made shall include the PTC copyright notice and any other proprietary notice provided by PTC. Training materials may not be copied without the express written consent of PTC. This documentation may not be disclosed, transferred, modified, or reduced to any form, including electronic media, or transmitted or made publicly available by any means without the prior written consent of PTC and no authorization is granted to make copies for such purposes. Information described herein is furnished for general information only, is subject to change without notice, and should not be construed as a warranty or commitment by PTC. PTC assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. The software described in this document is provided under written license agreement, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States and other countries. It may not be copied or distributed in any form or medium, disclosed to third parties, or used in any manner not provided for in the software licenses agreement except with written prior approval from PTC. UNAUTHORIZED USE OF SOFTWARE OR ITS DOCUMENTATION CAN RESULT IN CIVIL DAMAGES AND CRIMINAL PROSECUTION. For Important Copyright, Trademark, Patent, and Licensing Information: For Windchill products, select About Windchill at the bottom of the product page. For InterComm products, on the Help main page, click the link for Copyright 2007. For other products, select Help > About on the main menu for the product. UNITED STATES GOVERNMENT RESTRICTED RIGHTS LEGEND This document and the software described herein are Commercial Computer Documentation and Software, pursuant to FAR 12.212(a)-(b) (OCT95) or DFARS 227.7202-1(a) and 227.7202-3(a) (JUN95), and are provided to the US Government under a limited commercial license only. For procurements predating the above clauses, use, duplication, or disclosure by the Government is subject to the restrictions set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause at DFARS 252.227 7013 (OCT88) or Commercial Computer Software-Restricted Rights at FAR 52.227 19(c)(1)-(2) (JUN87), as applicable. 02202007 Parametric Technology Corporation, 140 Kendrick Street, Needham, MA 02494 USA
Contents
Index.......................................................................................................................1
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The FlexPLM Costing Users Guide discusses the multiple costing functionality in FlexPLM. It is intended for both end users and administrators of the software. This guide assumes that the reader is familiar with the FlexPLM system and terms familiar to products and to the Retail, Footwear, and Apparel industry. This guide also assumes that the reader is familiar with the content in the FlexPLM Overview guide. This book is organized in the following manner: Overview of Costing (Chapter 1) Administrator Functions (Chapter 2) End User Functions (Chapters 3 and 4) Costing Quick Reference Guide (Appendix A)
Some code examples in this guide have been reformatted for presentation purposes and, therefore, may contain hidden editing characters (such as tabs and end-of-line characters) and extraneous spaces. If you cut and paste code from this manual, check for these characters and remove them before attempting to use the example in your application.
Related Documentation
The following documentation may be helpful: FlexPLM Overview FlexPLM Bill of Materials Users Guide
If books are not installed on your system, see your system administrator.
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Technical Support
Contact PTC Technical Support via the PTC Web site, phone, fax, or e-mail if you encounter problems using FlexPLM or the product documentation. For complete details, refer to Contacting Technical Support in the PTC Customer Service Guide. This guide can be found under the Related Links section of the PTC Web site at: http://www.ptc.com/support/index.htm The PTC Web site also provides a search facility for technical documentation of particular interest. To access this page, use the following URL: http://www.ptc.com/support/support.htm You must have a Service Contract Number (SCN) before you can receive technical support. If you do not have an SCN, contact PTC Maintenance Department using the instructions found in your PTC Customer Service Guide under Contacting Your Maintenance Support Representative.
In addition, you can click Search All Help Sources to access the Windchill Help Center, an online knowledgebase that includes a universal index of all Windchill documentation. You can search all of the documentation at once, or use the advanced search capability to customize your search. Once you have located a topic you want to reference later, you can bookmark that topic for quick access and even save your own comments about the topic. Reference Documents Web Site All books are available from the Reference Documents link of the PTC Web site at the following URL: http://www.ptc.com/appserver/cs/doc/refdoc.jsp A Service Contract Number (SCN) is required to access the PTC documentation from the Reference Documents Web site. For more information on SCNs, see Technical Support: http://www.ptc.com/support/support.htm
Comments
PTC welcomes your suggestions and comments on its documentation. You can submit your feedback through the online survey form at the following URL: http://www.ptc.com/go/wc_pubs_feedback
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1
Introduction to Costing
This chapter discusses costing in general and in FlexPLM. Topic Page
1-1
Costing Products
Costing throughout the Retail, Footwear, and Apparel industry varies greatly from company to company. The total cost to produce a given product is affected by material costs, manufacturing costs, multiple shipping costs and handling fees, and duties and quotas. The manufacturing of products is often global, and the sourcing and costing of products, as well as the materials required to make them, can take on many variations. The following variations can affect the cost of a product: Product sourcing strategies A company that designs products may want to track more information about the costs to produce a product, such as materials, labor, shipping, handling, duties, and quotas A retailing company that do not design the product, but sources it from another company may only track minimal cost information
Materials required to make the product A company that only sources a product and then retails it, may be quoted a package price from a vendor, and detailed material costs may not be broken down A company that designs a product and outsources its production may only want to monitor primary or overall material costs A company that produces a product itself may be most interested in the details of each material, and how the material contributes to the overall cost of the product Detailed information about the materials used to product a product may be tracked in the bill of materials. The associated costs may be rolled-up from the bill of materials into the cost sheet.
Manufacturing of the product The cost to produce a product may be managed as a single entry on a cost sheet, or as multiple entries, detailing individual operations or overhead costs
Logistics of the materials and manufacturing Substantial costs may be incurred by the shipment of raw materials or by the shipment of partially produced products. Examples of partially produced products may be pleated, embroidered, or beaded products, where the full production of that product cannot be completed within one facility.
Inspection, finishing, and packaging of a product Because the inspection, finishing, and packaging of products is not necessarily completed by the company that produces the product, these operations may incur additional labor and material costs, as well as shipping costs to transfer goods between facilities
These types of variations affect not only the cost, but also how costs are monitored and tracked by the company that designs or retails these products. This in turn affects which information is included in a cost sheet.
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Two well-known methods for sourcing and costing products are Cut, Make, and Trim (CMT) and Freight On Board (FOB). There may be many variations of these processes, but they their fundamental definitions are below. These two methods are discussed in depth in the FlexPLM Bill of Materials Users Guide. Cut, Make, and Trim (CMT) is used to negotiate pricing when the fabric is supplied to the manufacturer. The manufacturer quotes only the price for cutting the product, assembling the product, and applying trims, such as buttons and zippers. Freight On Board (FOB) is used to negotiate pricing when the manufacturer is responsible for purchasing the fabric and trim needed to produce a garment. The manufacturer quotes the price for cutting and assembling the product, as well as purchasing the fabric and trim.
As described above, these methods, and the many variations of these methods, affect the tracking of costs, and ultimately, the information tracked in cost sheets.
variations, or create a cost sheet that represents multiple variations of the product. For example, you might create a cost sheet for all dark or all light colorways, or for all small or large sizes. There is no limit to how many cost sheets you can create, and if customizations for BOM roll-up are being used, you can control which variation costs are used in cost sheets that represent multiple variations. All cost sheets can be viewed on the new Sourcing Costing page, as well as in the line sheet. You can selectively view only primary cost sheets, all active cost sheets, or all cost sheets, including what ifs. You can also create views specific to user groups, allowing optimal use of screen space. Additionally, in the line sheet, you can change the primary source for a product, and then continue to edit cost sheet values.
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Introduction to Costing
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2
For the Administrator
This chapter discusses those functions specific to the administrator. Topic Page
Overview ........................................................................................................................ 2-2 Introduction .................................................................................................................... 2-2 Type Manager................................................................................................................. 2-2 Property Settings............................................................................................................. 2-8 Costing and the Bill of Materials ...................................................................................2-13 Copying Cost Sheets......................................................................................................2-13 Exporting the Cost Sheet ...............................................................................................2-14
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Overview
This chapter provides information for the administrator. Sections in this chapter are noted by the level of configuration or customization required. Out-of-the-box Functionality or feature is available standard with the application. No customization or configuration is required. Configuration Functionality or feature is enabled used the Type Manager, or by entering property settings in the custom.lcs.properties file. No coding is required. Configuration is also used to indicate functionality or features that are available out-of-the-box, but that require additional configuration for your specific business model. Extension Functionality or feature can be enabled by creating or using a client-side or server-side plug-in that does not alter the out-of-the-box business rules Customization Functionality or feature can be enabled by creating or using a client-side or server-side plug-in that codes against specific APIs and object model relationships
Introduction
As an administrator, there are two aspects to the cost sheet to consider: the typing of the cost sheet and the attributes included in the cost sheet.
Type Manager
The Cost Sheet Hierarchy
You may want to create different cost sheet types to represent different costing and sourcing methods. For example, if your woven products are produced using CMT methods, and your knits are produced using FOB methods, you may have different types of cost sheets to represent these two groups, as you want to monitor different information for each. You might call these types CMT and FOB, or perhaps Wovens and Knits. You could even break them down by product type if the variation in costing is different at that level. If you are a designer or a retailer, or both, your cost sheet may also vary, and you may want to have multiple types to represent how you cost products (often called direct or indirect.)
Cost Sheet Hierarchy Relationships The Cost Sheet Hierarchy and the Product Hierarchy
The cost sheet Type is referenced by the product object. For example, if you created a product Type called Pants, and the pants are wovens, then the cost sheet Type for wovens must be referenced by the product Type Pant. This is accomplished using the Type Manager.
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You can create additional types and subtypes using the standard Type Manager functionality. The table below describes the features of the main Type Manager page. Feature Type Tree button Action drop-down list Description Toggles between showing and hiding the Classification Tree Controls which action the system performs when you click the cost sheet Type name Expands the entire Classification Tree to display all cost sheet Types, including those at lower levels Expands that section of the Classification Tree Collapses that section of the Classification Tree
Plus Minus
For detailed instructions on working with the Type Manager, please refer to the FlexPLM 7.0 Type Manager Users Guide.
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This takes you to the Type Manager page. Selecting Product displays the classification tree for Product. You can click the name of any product Type to view that product Types Update Type page. The Cost Sheet box allows you to associate a cost sheet Type to this product Type. Click Cost Sheet Type to specify the cost sheet Type to associate to the product Type.
This brings up the classification tree for the cost sheet. Click the name of the cost sheet Type that you want to associate to the product Type.
The system returns you to the Update Type for the selected product Type, and the cost sheet Type you selected appears in the Cost Sheet Type field.
Associating cost sheet Types to product Types creates all cost sheets as the selected Type. If you do not select a cost sheet Type for a product, the system automatically uses the root level cost sheet Type (Cost Sheet) when it creates cost sheets for that product Type.
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Attribute Levels
The cost sheet object has three object levels: Product Colorway Product-Colorway
Colorway attributes are entered only at the colorway level (when colorway is selected), product attributes are entered only at the product level, and product-colorway attributes can be updated at both the product and colorway levels (when colorway is selected). Attribute Levels in FlexPLM 6.1 FlexPLM 6.1 provides for automatic colorway costing. Users can create attributes at the colorway, product, and product-colorway levels. Attributes specific to any of these levels can be managed in the cost sheet. For example, the manufacturing costs could vary by color, and be managed at the colorway level. The duty or shipping cost, on the other hand, would most likely not vary by color, and would therefore be managed at the product level. Attributes at the product-colorway level can be edited at the product level, inherited to the colorway level, and then modified at the colorway level without affecting the product level value. Alternatively, product attributes are only available at the product level, and colorway attributes are only available at the colorway level. Colorway costing is most common among footwear producers where differently colorways, often called styles, commonly use different materials and costs of materials. Attribute Levels in FlexPLM 7.0 FlexPLM 7.0 allows you to continue working with costing as it is designed in FlexPLM 6.1, or you can use a property setting to enable new costing functionality. If you take advantage of the new costing functionality, attribute levels are no longer valid. Attributes entered at all three levels behave the same in the user interface. Functionality to update product and colorway costs separately have been removed.
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Using this new functionality, you can create a cost sheet to represent a specific colorway, and change an attribute value for each colorway. You can also create a cost sheet that represents multiple colorways, and edit an attribute value that applies to all colors included in that cost sheet.
Out-of-the-Box Attributes
Name (Protected) The name attribute is the only out-of-the-box attribute for the cost sheet. This attribute is on the COST_SHEET scope, and is at the Product level. You can change the label of the Name attribute from the Navigator tab by selecting Administrative > Manage Types > Cost Sheet. Select the Name attribute to update the label.
The Attributes box allows you to select those numerical cost sheet attributes whose values you want to use in the calculation. Use the standard multi-select list box functionality to select those attributes whose values you want to include. Note: Double-clicking an attribute does not add it to the calculation equation. You must select the attribute(s) you want to include and click Add. In addition, you can enter specific numerical values and mathematical equation symbols in the Literal box. Click Add to include the number or symbol in the calculation equation. For example, if you want to calculate the retail price by multiplying the wholesale price by two, enter 2 in the Literal box and click Add. Note: Attributes, numbers, and symbols appear in the Chosen box in the same order that they are selected or entered. You cannot change the order of the entries in the Chosen box. Mathematical symbols that you can use include the following: The asterisk (*), to indicate multiplication
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The forward slash (/), to indicate division The plus sign (+), to indicate addition The minus sign (-), to indicate subtraction Open and closed parentheses ( ( ) ), to indicate a different priority in the order of operations Open and closed brackets ([]), to indicate a grouping of calculations that should be performed together
As you select attributes or enter literal values or symbols, the system displays the values and entries in the Chosen box. In addition, the system displays the Derived From equation to the right of the Chosen box.
The table below outlines the attributes selected, as well as the numerical values and symbols entered in the Literal box. Step Enter ( in the Literal box Meaning Indicates operations within parentheses are to be performed before those outside parentheses Enterss the suggestedWholesalePrice value into the equation Multiplication Enters the minimumRetailMarkup attribute into the equation Multiplication Enters the literal value of .01 into the equation Closes the parentheses, grouping a set of operations together Addition Enters the suggestedWholesalePrice value into the equation Current Equation (
Select suggestedWholesalePrice attribute from the Attributes box Enter * in the Literal box Select minimumRetailMarkup attribute from the Attributes box Enter * in the Literal box Enter .01 in the Literal box Enter ) in the Literal box Enter + in the Literal box Select suggestedWholesalePrice from the Attributes box
( suggestedWholesalePrice
( suggestedWholesalePrice * ( suggestedWholesalePrice * minimumRetailMarkup ( suggestedWholesalePrice * minimumRetailMarkup * ( suggestedWholesalePrice * minimumRetailMarkup * .01 ( suggestedWholesalePrice * minimumRetailMarkup * .01 ) ( suggestedWholesalePrice * minimumRetailMarkup * .01) + ( suggestedWholesalePrice * minimumRetailMarkup * .01) + suggestedWholesalePrice
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The final equation multiplies the value of the suggestedWholesalePrice attribute by the value of the minimumRetailMarkup attribute, and then by the literal value of .01. The equation then adds this value to the value of the suggestedWholesalePrice attribute.
Note: All sourcing configuration attributes are not available when creating cost sheet views from the line sheet. Only the sourcing configuration name attribute is available. When using multiple costing, the following is true for the cost sheet Type: You should only create attributes at the Product level Because Colorway-level costing is disabled when using multiple costing, and therefore not visible anywhere in the system, creating attributes at the Colorway level only adds unnecessary overhead
When upgrading an existing system, with already defined attributes, the following attributes are visible, on both the line sheet and the Costing page: Product Product-Colorway
Property Settings
Introduction
Costing property settings are accessed from the Navigator tab. To apply the property settings detailed in this section, select Administrative > Edit Property Files > custom.lcs.properties, unless otherwise noted.
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Comment lines located in the lcs.properties file provide examples of many of the property settings detailed below. To view these comments, from the Navigator tab, select Administrative > Edit Property Files > Viewable Property Files > lcs.properties. The costing property settings available are outlined below. The out-of-the-box feature is described first, then the configuration that can be performed to alter the property setting is described. The variable components of the code are in italics. Components of the code that must be replaced with an attribute key are in italics and are enclosed within angle brackets (< >). These brackets must not be included in the code, and you must replace the example component with the desired attribute key(s). In the example below, <value> must be replaced with the appropriate key, without the angle brackets.
com.lcs.wc.sourcing.useLCSCostSheet=<value>
If you wanted to enable cost sheets, the property setting value would be set to true, and the property setting entered into custom.lcs.properties would be updated as follows:
com.lcs.wc.sourcing.useLCSCostSheet=true
The custom.lcs.properties file is blank out-of-the-box. Insert the lines of code as detailed below into the custom.lcs.properties file, making modifications to those components in italics, or those components enclosed within angle brackets, as needed. The order in which the property settings are entered does not affect their functionality.
The ability to create and use sourcing configurations is enabled by default. The value of the property setting is set to true.
com.lcs.wc.season.load.useSourcingConfigs=true Configuration
To disable the creation and use of sourcing configurations, set value of the property setting to false.
com.lcs.wc.season.load.useSourcingConfigs=false
Note: Setting this property setting to false disables the use of cost sheets.
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Out-of-the-Box
By default, cost sheets are enabled. The property setting value is set to true.
com.lcs.wc.sourcing.useLCSCostSheet=true Configuration
To disable the use of cost sheets, set the value of the property setting to false.
com.lcs.wc.sourcing.useLCSCostSheet=false
Both single and multiple costing cannot be enabled simultaneously. If multiple costing is enabled, then single costing is disabled, and vice versa.
Out-of-the-Box
Multiple cost sheets are not enabled by default. The value for this property setting is set to false.
com.lcs.wc.sourcing.useLCSMultiCosting=false
Note: Disabling multiple cost sheets enables single cost sheet functionality.
Configuration
You enable multiple cost sheets by setting the value of the property setting to true.
com.lcs.wc.sourcing.useLCSMultiCosting=true
By default, the system names automatically generated primary cost sheets Primary. The value for the out-of-the-box property setting is Primary.
com.lcs.wc.sourcing.LCSCostSheetPlugins.primaryCostDefaultName= Primary
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Configuration
To change the name of the default primary cost sheet name, enter a new value for the property setting, such as System Generated.
com.lcs.wc.sourcing.LCSCostSheetPlugins.primaryCostDefaultName= System Generated
The above property settings automatically names all automatically generated primary cost sheets System Generated instead of Primary.
By default, only primary cost sheets are displayed in the Cost Sheet List tab. The value for the property setting is set to primary.
jsp.sourcing.costing.default=primary Configuration
You can display active and what if cost sheets in the Cost Sheet List tab by default by entering a different value for the property setting. The table below outlines the additional values available, their corresponding actions, and the updated property setting. Property Setting Value active Action Displays both primary and active cost sheets by default in the Cost Sheet List tab Displays primary, active, and what if cost sheets by default in the Cost Sheet List tab Property Setting jsp.sourcing.costi ng.default=active
whatif
jsp.sourcing.costing .default=whatif
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Out-of-the-Box
By default, only members of the Administrator group can recalculate cost sheets. Users who do not belong to this group do not have the recalculation options for selection. The value for the out-of-the-box property setting is Administrators.
com.lcs.wc.sourcing.refreshCostSheetGroups=Administrators Configuration
To specify a different group whose members can recalculate cost sheets, enter a different group name as the value of the property setting.
com.lcs.wc.sourcing.refreshCostSheetGroups=Purchasing
The above property setting only allows those users who belong to the Purchasing group to recalculate cost sheets. Users who do not belong to this group are unable to recalculate cost sheets. Entering a different value for this property setting disables access to the recalculation functionality by the Administrators group. You can grant access to the recalculation options to multiple groups. Enter each group name as the property setting value, separated by a comma (,). To allow both the Administrators and the Purchasing group to recalculate cost sheets, the property setting value would be:
Administrators,Purchasing
The above property setting allows members of both the Administrators and Purchasing groups to recalculate cost sheets.
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Out-of-the-Box
By default, the value for this property setting is 0 (zero). The system automatically updates all seasonal objects, as the quantity of time to test against is zero.
com.lcs.wc.season.RefreshCosts.costRecalcTime=0 Configuration
You can specify a different quantity of time, in milliseconds, by entering a different numerical value, such as 10 (ten).
com.lcs.wc.season.RefreshCosts.costRecalcTime=10
The above property setting tells the system to recalculate only those seasonal objects that have been modified in the past 10 milliseconds. Any modified objects that fall outside of this time period are not recalculated.
The Cost Sheet Compare page is enabled out-of-the-box. The default value of this property setting is true.
com.lcs.wc.sourcing.useLCSCostSheet=true Configuration
You can disable the Cost Sheet Compare page by setting the value of this property setting to false.
com.lcs.wc.sourcing.useLCSCostSheet=false
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described in detail in the FlexPLM Advanced Product Creation Users Guide. Please refer to that guide for more information.
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3
Multiple Cost Sheets
This chapter discusses how to work with multiple cost sheets in FlexPLM. Topic Page
Overview ........................................................................................................................ 3-2 Accessing the Functionality............................................................................................ 3-2 Viewing Cost Sheets....................................................................................................... 3-2 Creating Cost Sheets....................................................................................................... 3-9 Updating Cost Sheets.....................................................................................................3-13
3-1
Overview
FlexPLM allows you to create three different kinds of cost sheets: primary, active, and what if. You can create multiple active and what if cost sheets for any given product, associating these cost sheets to a season and a source. The ability to create and use multiple cost sheets is controlled through a property setting. This chapter discusses costing as if that property setting were set to enable multiple cost sheets.
Clicking the name of any cost sheet opens that cost sheet in a separate tab. For more information on working with individual cost sheet tabs, please refer to the later section, Individual Cost Sheet Tabs.
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Click the Run button. The system refreshes and displays both primary and active cost sheets in the cost sheet table. To display all active cost sheets in addition to both active and primary cost sheets, check off the Include What If Cost Sheets check box. Note: Checking off the Include What If Cost Sheets check box automatically checks off the Include All Active Cost Sheets check box as well.
Click the Run button. The system refreshes and displays primary, active, and what if cost sheets in the cost sheet table.
Once you select a view, that views name is displayed in the Cost Sheet List tab. The Update table layout icon also appears. Clicking this icon allows you to edit the view using the standard view editing functionality.
The Cost Sheet Table Columns The cost sheet table contains several columns. The first column displays an Actions arrow from which you can make selections for the corresponding cost sheet. Please refer to the next section, The Actions Arrow, for details on the available options.
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The Name column displays the cost sheet name. Clicking the name of any cost sheet opens that cost sheet in a separate tab. For more information on working with individual cost sheet tabs, please refer to the later section, Individual Cost Sheet Tabs. The What If column displays a Yes or No value, indicating whether or not the corresponding cost sheet is a what if cost sheet The Primary column displays a Yes or No value, indicating whether or not the corresponding cost is a primary cost sheet The Sourcing Configuration column displays the sourcing configuration that the corresponding cost sheet is associated to. Product cost sheets must be associated to a sourcing configuration.
The cost sheet table also contains columns that display which colorways, size category, sizes, and destinations the cost sheet is associated to. Sorting Cost Sheet Table Columns You can sort any column in the cost sheet table by clicking the column name.
Clicking the column name again sorts the column in reverse order. The Actions Arrow The Actions arrow allows you to perform a number of actions on the corresponding cost sheet. These actions vary depending on the type of cost sheet. The table below outlines the available options, as well as which types each option is available for. Option Copy to Clipboard Action Copies corresponding cost Available For Active, Primary, What If
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Option
Action sheet to the clipboard Copies corresponding cost sheet as a what if cost sheet Deletes corresponding cost sheet Recalculates corresponding cost sheet Sets the corresponding cost sheet as the primary cost sheet for the season and source combination Sets the corresponding cost sheet as a what if cost sheet for the season and source combination Sets the corresponding cost sheet as an active cost sheet for the season and source combination Sets the corresponding cost sheet as an active and primary cost sheet for the season and source combination Takes you to the Update Product Cost Sheet for the corresponding cost sheet Opens the individual cost sheet tab for the corresponding cost sheet
Available For
Set As What If
Active
Set As Active
What If
What If
Update
View
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Cost Sheet Details Boxes Cost sheet details include the Cost Sheet Identification and Cost Sheet Variations boxes. It also includes the standard Associated Documents and System Information boxes. The Cost Sheet Identification box contains basic information about the cost sheet, including the Name of the cost sheet, the Sourcing Configuration and the Season that the cost sheet is associated to, and the Specification that the cost sheet is associated to, if applicable. The Cost Sheet Identification box also displays which Type in the Type hierarchy that the cost sheet was created on. Note: This Type should not be confused with the designation of primary, active, or what if cost sheet types.
The Cost Sheet Variations box displays the associated variations for the cost sheet, as well as the representative value for each variation. The variations displayed are Colorways, Destination, Size Category, related size range, and values for size 2, if applicable. Note: The system displays the labels entered for size 1 and size 2. The box also displays the Representative Colorway, the Representative Destination, the Representative Size, and the second Representative Size value, if applicable.
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You can view associated documents as well as add and remove reference documents to and from the cost sheet using the standard Associated Documents box functionality. You can also view select system metadata about the cost sheet in the System Information box.
Clicking the Copy icon copies the current cost sheet to the clipboard. Please refer to the later section, Copying Cost Sheets, for more information. Selecting Update takes you to the Update Product Cost Sheet page, where you can update the cost sheet name, associated variations, and other attributes. Please refer to the later section, Updating Cost Sheets, for more information. Selecting Iteration History takes you to the Cost Sheet Iteration History page, which is described in the next section, Cost Sheet Iterations
Certain options in the Actions drop-down list may only be available from specific kinds of cost sheets. The table below outlines the additional options, and the cost sheet types from which they are available for selection. Note: These types (primary, active, and what if) should not be confused with the hierarchical FlexTypes. Action Option Delete Set As Primary Set As What If Set As Active and Primary Cost Sheet Type Active, What If Active Active What If
Selecting Delete allows you to delete the cost sheet. The system prompts you to confirm your action. Click the OK button to permanently delete the cost sheet, and click the Cancel button to keep it. Selecting Set As Primary sets the current active cost sheet as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet.
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Selecting Set As What If sets the current active cost sheet as a what if cost sheet for the associated season and source. Because you can have multiple what if cost sheets associated to a single season and source combination, any existing what if cost sheets remain what ifs. Selecting Set As Active and Primary sets the current what if cost sheet as an active cost sheet, and also designates it as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. Because you can have multiple active cost sheets associated to a single season and source combination, any existing active cost sheets remain active.
Clicking the name of any iteration opens that iteration in the products Sourcing Summary page.
You can also click the Current Iteration button open the current iteration in the products Sourcing Summary page.
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Click the Back button on the Cost Sheet Iteration Details page at any time to return to the Cost Sheet List tab. Comparing Cost Sheet Iterations You can compare iterations of the cost sheet by checking off the check boxes for the corresponding cost sheets that you want to compare. Note: You can also check off the All check box to select all iterations.
After you have made your selections, click the Compare Iterations button.
This takes you to the Cost Sheet Iteration Comparison page, where the cost sheet attribute values are displayed side by side. Attributes whose values are different from those of the previous iteration are highlighted in green. This allows you to easily identify changes between iterations.
You can view the current iteration of the cost sheet in the products Sourcing Summary page by clicking the Current Iteration button. Click the Return button to return to the Cost Sheet Iteration Details page.
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Primary cost sheets are automatically generated for any product when a source is assigned to a season. You can also create additional active and what if cost sheets for the same season and source combination from the Sourcing Costing page. You must first select a season from the product filters drop-down lists in the product header.
Your season selection influences which sources are available for selection from the Source drop-down list. Only those sourcing configurations that are associated to the season you have chosen are available for selection.
Associating a cost sheet to a specification allows you to use existing bill of material information. If you want to create a cost sheet that is associated to a specification, select the specification from the Specification drop-down list. Your season and source selections influence the available specifications. Note: Selecting a specification is not mandatory.
Once you have selected a season, source, and specification, if applicable, you can now make a selection from the Actions drop-down list on the Cost Sheet List tab. Note: This drop-down list is inactive unless both a season and source have been selected.
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This takes you to the Create Product Cost Sheet page, where you can enter information and provide details for the cost sheet.
Enter a name in the Name field, and select a specification from the Specification drop-down list, if applicable. If you have previously selected an associated specification, that specifications name automatically appears in the drop-down list. You can change the associated specification by selecting a different specification from the drop-down list.
The Cost Sheet Identification box also displays the associated Sourcing Configuration, hierarchical Type, Product, and Season. These cannot be updated.
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Adding Variations to the Cost Sheet You add colorways and destinations to the cost sheet using the standard multi-select list box functionality for each variation. To add sizes to the cost sheet, you must first select a size category from the Size Category drop-down list.
Selecting a size category populates the Options box of the Size multi-select list box. If the size category selected is two-dimensional, the Options box of the Size 2 multi-select list box is also populated with the appropriate size values. Once the Options box(es) have been populated, add sizes to the cost sheet using the standard multi-select list box functionality. Representative Variations Representative variations are used when calculating the total product cost. They indicate which variations value the system should use when performing calculations. As you add variations to the cost sheet, the Representative drop-down list for each variation is populated with the values you select. When you have finished selecting all variation values, select a representative value from the variations Representative drop-down list.
If you do not select a representative variation for each variation, the system automatically uses the first variation in the list as the representative value. Once you have finished selecting representative values for all variations, click the Save button to save the cost sheet. The system returns you to the Sourcing Costing page, and
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opens the newly created cost sheet in its own cost sheet tab. You can also click the Cancel button at any time to discard your work and return to the Sourcing Costing page.
This takes you to the What If Cost Sheet page, which contains the same information as the Create Cost Sheet page. You follow the same process to create a what if cost sheet as outlined in the earlier section, Creating an Active Cost Sheet. Please refer to that section for more details on creating cost sheets.
Selecting Update from the Actions drop-down list on the individual cost sheet tab for the cost sheet you want to update
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The Cost Sheet Identification box also displays the hierarchical Type of the cost sheet, as well as the Product for which the cost sheet is being calculated. The associated Sourcing Configuration and Season are also displayed. If the cost sheet was associated to a specification when it was created, then the name of the associated specification appears in the Specification field; however, if no specification association was made, this field appears blank. The Specification field cannot be updated.
You can update the cost sheet variations using the standard multi select list box functionality for each variation. To update the size category, select a new size category from the Size Category drop down list. Doing so updates the available size values. Use the standard multi select list box functionality to update the size values for the cost sheet. To update the representative value for any variation, select a new value from that variations Representative drop down list. Once you have made all of your changes, click the Save button to save your changes. You can also click the Cancel button at any time discard your changes. Clicking either button returns you to the individual tab for the cost sheet.
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Selecting Create What If copies the corresponding cost sheet information into a What If Cost Sheet page. You can update these values to create a new what if cost sheet. Please refer to the previous section, Creating a What If Cost Sheet for more details on working with this page. Selecting Set As Primary sets the current active cost sheet as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. Selecting Set As What If sets the current active cost sheet as a what if cost sheet for the associated season and source. Because you can have multiple what if cost sheets associated to a single season and source combination, any existing what if cost sheets remain what ifs. Selecting Set As Active and Primary sets the current what if cost sheet as an active cost sheet, and also designates it as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. Because you can have multiple active cost sheets associated to a single season and source combination, any existing active cost sheets remain active.
This opens the Copy Cost Sheet page, which contains the copied cost sheet information. You can update the values for the cost sheet by following the same process used when updating a cost sheet. Please refer to the earlier section, Updating Cost Sheets for more information. Note: The Copy Cost Sheet page does not display the Specification field. The copied cost sheet is associated to the same specification as the original cost sheet.
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Doing so brings up the Clipboard window. The copied cost sheet is displayed on the clipboard.
Click the standard Remove / Delete icon to remove the cost sheet from the clipboard.
Selecting this option executes any existing calculation server-side plug-ins. The system refreshes, and displays the updated values per the calculations. Note: These calculation server-side plug-ins are specific to your business, and are not discussed in detail here.
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From the individual cost sheet tab, select Delete from the Actions drop-down list.
Either selection prompts you to confirm your action. Click the OK button to permanently delete the cost sheet. The system deletes the cost sheet and returns you to the Cost Sheet List tab. You can also click the Cancel button to keep the cost sheet.
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4
Costing From the Line Sheet
This chapter discusses how to work with cost sheets from the line sheet. Topic Page
Overview ........................................................................................................................ 4-2 Viewing Cost Sheets From the Line Sheet ..................................................................... 4-2 Working With Cost Sheets From the Line Sheet ............................................................ 4-4
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Overview
FlexPLM allows you to work with cost sheets from the season line sheet. It allows you to perform select actions from the line sheet, including viewing sourcing, setting primary sources, and updating attribute values.
Alternatively, you can navigate to the season line sheet by selecting My Seasons from the Navigator tab. Once you have selected a season, select Development > Line Sheet to navigate to the line sheet.
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Doing so displays the Line Sheet Viewer Options box. Note: Clicking the Options button when the Line Sheet Viewer Options box is displayed hides the box. The Line Sheet Viewer Options box includes check boxes for including all active cost sheets and all what if cost sheets. To display all active cost sheets, check off the Include All Active Cost Sheets check box.
To display all what if cost sheets, check off the Include All What If Cost Sheets check box.
You can also check off both check boxes to display both active and what if cost sheets. Note: Checking off either or both check boxes displays those active and what if cost sheets associated to the primary source. It does not display active or what if cost sheets associated to non-primary sources. Please see the later section, Displaying All Sources, for information on displaying additional sources. When you have finished making your selections, click the Run button to view the updated line sheet.
Click the Run button to view the updated line sheet. FlexPLM only displays one cost sheet per colorway (and per source, if sources are included) when viewing colorway-level cost sheets, regardless of costing mode. If
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multiple cost sheets are enabled, the product level cost information is pulled from the primary cost sheet for the given sourcing configuration. The display of multiple colorway-level cost sheets is not currently supported. You must select Product from the Level drop-down list in order to view multiple cost sheets.
Note: The following sections assume a view with cost sheet attributes has been selected.
Viewing Sourcing
From the Actions arrow for any cost sheet, select View Sourcing.
This takes you to the Sourcing Summary page of the product that the cost sheet is created on. The source associated to the cost sheet is automatically selected in the Source drop-down list in the product header. The Sourcing Summary page indicates whether or not the current source selected is the primary source for the product by displaying Yes or No. The page also indicates whether or not the current source selected is the primary source for the season selected in the Season drop-down list by displaying Yes or No. Note: If no season is selected, no primary source for season indication is given.
Recalculating Costs
You can recalculate product cost sheets by selecting Recalculate Costs from the main line sheet Actions drop-down list.
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Note: If this option is absent from your Actions arrows, you most likely do not belong to a group that has permission to recalculate cost sheets. Please contact your administrator.
Doing so warns you that recalculating all cost sheets on the line sheet may take some time, and prompts you to confirm your actions. Click the OK button to recalculate the cost sheets. Click the Cancel button to cancel the recalculation of all cost sheets on the line sheet. Clicking the OK button executes any existing calculation server-side plug-ins. The system refreshes, and displays the updated values per the calculations. Note: These calculation server-side plug-ins are specific to your business, and are not discussed in detail here.
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The Line Sheet Viewer Options box includes check boxes for including all sources, all active cost sheets, and all what if cost sheets.
You must check off the Include All Sources check box to be able to change primary sources. If you also want to include active cost sheets, the check box for Include All Active Cost Sheets must be checked off. Similarly, check off the Include What If Cost Sheets check box to display what if cost sheets. You can also check off both check boxes to display both types of cost sheets. When you have finished making your selections, click the Run button to view the updated line sheet.
Selecting this option sets the corresponding source as the primary source for the corresponding product. The system refreshes and returns you to the Line Sheet Viewer.
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Selecting this option sets the corresponding source as the primary source for the product and season combination for the given cost sheet. The system refreshes and returns you to the Line Sheet Viewer.
This takes you to the Line Sheet Editor: (Product Season) page, where you can update product attributes. Note: The ability edit attribute values in the line sheet is configured using the Type Manager.
After you have entered or selected your updates, click the Save button to save your changes and return to the Line Sheet Viewer page. You can also click the Cancel button at any time to discard your changes and return to the Line Sheet Viewer page.
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Mass Change The system also allows you to perform a mass change on editable attributes by clicking the Mass Change button.
This inserts a row beneath the header row, which allows you to specify a New value for the column attribute, by selecting from a drop-down list, selecting from a multi-select list box, or entering a new value in a text field.
Click the Fill Column button to apply your updated value to all cells in that column. To clear all attribute values for a specific attribute, enter or select no value, and click the Fill Column button. All values for that attribute are cleared. Click the Save button to save your changes and return to the Line Sheet Viewer page. You can also click the Cancel button at any time to discard your changes and return to the Line Sheet Viewer page. Search and Replace The system also allows you to perform a search and replace on editable attributes by clicking the Search/Replace button.
This inserts a row beneath the header row, which allows you to specify which value the system should Search For in the column, and if found, the Replace With value for that attribute. You specify a Replace With value by selecting from a drop-down list, selecting from a multi-select list box, or entering a new value in a text field.
Click the Replace button to apply your Replace With value to all cells that match the Search For criteria in that column. Note: Your Search For value must be an exact match. The search and replace functionality does not currently support wild card searching.
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To clear all attribute values for a specific Search For value, enter or select no value for the Replace With value, and click the Replace button. All values that match the Search For value are cleared. Click the Save button to save your changes and return to the Line Sheet Viewer page. You can also click the Cancel button at any time to discard your changes and return to the Line Sheet Viewer page.
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A
Quick Reference Guide
Property Settings Table
Feature / Functionality Enable / disable sourcing configurations Enable / disable cost sheets Enable / disable multiple cost sheets Default name of the primary cost sheet Display of cost sheets in the Cost Sheet List tab Define who can recalculate cost sheets Specifying which cost sheets to recalculate Disable / enable cost sheet compare Out-of-the-Box Property Setting
com.lcs.wc.season.load.useSourcingConfigs =true com.lcs.wc.sourcing.useLCSCostSheet=true com.lcs.wc.sourcing.useLCSMultiCosting=fa lse com.lcs.wc.sourcing.LCSCostSheetPlugins.p rimaryCostDefaultName=Primary jsp.sourcing.costing.default=primary com.lcs.wc.sourcing.refreshCostSheetGroup s=Administrators com.lcs.wc.season.RefreshCosts.costRecalc Time=0 com.lcs.wc.sourcing.useLCSCostSheet=true
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Index
A
attributes calculated values, 2-6 cost sheet, 2-5 groups, 2-5 levels, 2-5 name, 2-6 out-of-the-box, 2-6 view, 2-8
C
cost sheets accessing, 3-2 actives, 3-10 and the line sheet, 2-3 and the product hierarchy, 2-2 associating to products, 2-4 attribute groups, 2-5 attribute levels, 2-5 attributes, 2-5 changing designations, 3-14 copying, 2-13, 3-15 creating, 3-9 deleting, 3-16 details, 3-6 displaying active and what ifs, 3-2 exporting, 2-14 filtering, 3-3 hierarchy, 2-2 in FlexPLM, 1-3 individual tabs, 3-5 out-of-the-box attributes, 2-6
property settings, 2-8 recalculating, 3-16 relationships, 2-2 updating, 3-13 view attributes, 2-8 viewing, 3-2 what ifs, 3-13 cost sheets and the line sheet, 4-2 changing primary sources, 4-5 displaying actives and what ifs, 4-3 mass editing, 4-7 recalculating, 4-4 using views, 4-2 viewing, 4-2 viewing colorway-level, 4-3 viewing sourcing, 4-4 working with, 4-4 costing administration, 2-2 and the BOM, 2-13 from the line sheet. See cost sheets and the line sheet in FlexPLM 6.1, 1-3 in FlexPLM 7.0, 1-3 products, 1-2 Type Manager, 2-2
M
multiple costing overview, 3-2
P
property settings, 2-8
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