SOE COST Overrides

The following control maintenance records belong to the COST area within the SOE (Sales Order Entry) category and apply to cost overrides.

Change Both COGS And COMM-COST On Override

For each branch, indicate whether a change to either COGS or COMM-COST affects the other. More:

Options	0 (No) - A change to one of the values does not cause the other to change. 1 (Yes) - If you change the COGS-COST in the COGS view or the COMM-COST value in the Cost view in sales order entry, the other value changes to match it. If you have a Bid on which the COGS or the COMM-COST have been overridden, and you change the Bid to a Direct, the overrides disappear and the system recalculates the values. For a detail lot item, if this record is set to 1 (Yes), in sales order entry the COGS field displays the AVG-COST for the item instead of the COGS-COST defined in Product Price Sheet Maintenance, unless there is a Cost defined for the detail lot. Then, both COGS-COST and COMM-COST show the defined values from Product Price Sheet Maintenance. 2 (Direct) - If the order is a direct and you change the COGS-COST in the COGS view or the COMM-COST value in the Cost view in sales order entry, the other value changes to match it. For all other sales orders, the costs do not change to match each other upon an override. 3 (Tagged) - If the order is tagged and you change the COGS-COST in the COGS view or the COMM-COST value in the Cost view in sales order entry, the other value changes to match it. For all other sales orders, the costs do not change to match each other upon an override. 4 (Direct/Tagged) - If the order is a direct or tagged and you change the COGS-COST in the COGS view or the COMM-COST value in the Cost view in sales order entry, the other value changes to match it. If you enter an override before making a procurement, the system copies the override COST and COGS to the procurement. This option also applies when you change an open sales order to a direct order. For all other sales orders, the costs do not change to match each other upon an override. 5 (Direct/Tagged Exclude Transfer) - This is similar to option 4, but excludes updating the cost for changes made to transfers. If the order is a direct or tagged and you change the COGS-COST in the COGS view or the COMM-COST value in the Cost view in sales order entry, the other value changes to match it. If you enter an override before making a procurement, the system copies the override COST and COGS to the procurement. This option also applies when you change an open sales order to a direct order. For all other sales orders, the costs do not change to match each other upon an override.
Outcome of setting this control record	Indicates if a change to the COGS-COST also updates the COMM-COST.
Default Value(s)	0 (No)
Dependencies	If the Direct COGS Always Vendor Price control maintenance record is set to R (REP-COST), this record is ignored on direct sales orders. For the R setting in the Direct COGS Always Vendor Price control maintenance record to work, this record must be set to 0 (No) so costs on the sales order side and purchase order side of a direct are not made to be the same.
Action if set to Null	Same as if set to 0.
Additional Information	This control maintenance record does not apply to junior orders created from a master job bid order or to work orders created for cut products. If you need to change the COGS/COMM cost on a junior order or cut product work order, you need to do so manually.

Copy Override Costs From Sales Order To Tagged P/O

Select how the system handled copying an overridden cost on a sales order to a procured purchase order. More:

Options	No - Does not copy any overridden cost on a sales order to a procured purchase order. Manual - If there is a manual override on the sales order COGS, the system copies this value to the purchase order cost. Matrix - If the item has a sales matrix override on the sales order, the system copies that value to the purchase order cost. If the item has a manual override and sell matrix cost override, the system copies the sell matrix cost override to the purchase order. Both - If the item has a manual override or sell matrix cost override, the system copies the manual cost override to the purchase order. Prompt - If there is either a manual cost override or matrix cost override, the system prompts the user to copy the overridden cost to the procured purchase order. If the item has a manual override and sell matrix cost override, the system copies the manual cost override to the purchase order.
Outcome of setting this control record	Determines when the system copies a cost override to the purchase order used for procurement.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Cost Override Code For Backordered Kits

Enter the cost override code to assign to partial kit overrides for kits with backordered components. More:

Options	Any cost override code defined in your system.
Outcome of setting this control record	The system assigns the code you enter here to any transactions for kits with backordered components. By assigning a code you can spot and track how many kits contain back order components using the Customer Sales Rebate Report.
Default Value(s)	Kit
Dependencies	Override codes are defined in the Valid Cost Override Codes control maintenance record.
Action if set to Null	Does not assign a code for backordered kits.
Additional Information	None

Prevent Cost Update On Order From Tagged Order If Matrix Override

Indicate whether to prevent the system from updating the cost on a sales order if there is a matrix cell cost override on a tagged purchase order, transfer order, or work order. The default is No.

Prompt For Cost Code On Cost Override In SOE

Indicate whether the system prompts for a cost override code when a user changes the COGS or Cost on the Sales Order Entry Body tab or the Job Bid Subtotal Maintenance window. More:

Options	0 (No) - Does not prompt for a cost override code. 1 (Yes) - Prompts for but does not require a cost override code. If the matrix cell used for the product already has a cost override and corresponding cost override code assigned at the matrix cell level, you are not prompted again to enter a cost override code. 2 (Required) - Prompts for and requires a cost override code.
Outcome of setting this control record	Determines if a cost code prompt displays when the COGS or Cost is changed on a sales order or when subtotaling job bids.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Valid cost override codes are defined in the Valid Cost Override Codes control maintenance record. If cost override codes have been defined, an F10 list is available at the prompt if you set this record to 1 or 2. If no cost override codes have been defined, you can enter an unvalidated free-form code.

Recheck Matrix Cost Override During Process

Indicate whether to force the system to recheck the matrix Cost Override option at the time a shipment is processed as an invoice and a shipping ticket is generated. More:

Options	Yes - Forces a recheck at the time a shipment is processed as an invoice. No - Does not force a recheck. We do not recommend doing this recheck, unless the Cost Override option is used extensively and timing is critical. It requires additional processing overhead and may result in a slight degradation of performance.
Outcome of setting this control record	Determines if the system checks the matrix Cost Override option when a shipment is invoiced and the ship ticket is generated.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Search For Cost Overrides During Pricing

Options	Yes - When a product is entered on an order, while the system is searching through the standard matrix cell hierarchy for the matrix cell that calculates the selling price for the customer, it also looks for a matrix cell that contains a cost override for the product. The matrix cell used for pricing is not necessarily the same one that is used for costing. No - When a product is entered on an order, the system searches through the standard matrix cell hierarchy for the cell that calculates the selling price for the customer without looking for any matrix cells that contain a cost override for that product.
Outcome of setting this control record	If set to Yes, as the system searches, if it finds the matrix cell for pricing without having found a matrix cell with a cost override for the product, it keeps searching through the rest of the hierarchy to see if there is a matrix cell that contains a cost override. If it finds one, it stops searching and uses that cost override for costing the product. Likewise, as the system searches, if it finds a matrix cell with a cost override for the product before it finds the applicable cell for pricing, it stops the search for cost overrides and uses that cost override for costing the product. Then it continues searching until it finds the applicable matrix cell for pricing.
Default Value(s)	No
Dependencies	This record must be set to Yes to assign a matrix cell type of O (Ovrd Cost Only) to a matrix cell.
Action if set to Null	Same as if set to No.
Additional Information	For information about applying overrides to matrix cells, see Applying Cost Overrides to Individual Matrix Cells.

Update COGS On P/O When COGS Is Overridden On Invoiced Direct

Indicate whether the system changes the COGS on the purchase order side of an invoiced Direct when a user overrides the COGS on the sales order side of the Direct. More:

Options	Yes - Updates the COGS on the purchase order side of an invoiced Direct to match the COGS on the sales order side, unless the Direct COGS Always Vendor Price control maintenance record is set to ”r;Replacement Cost,” in which case the system uses the vendor price. No - Does not change the COGS on the purchase order side of an invoiced Direct.
Outcome of setting this control record	Determines if the COGS is updated on the purchase order side of a direct when the COGS is changed on the sales order side.
Default Value(s)	Yes
Dependencies	If the Direct is not yet invoiced the system always updates the COGS on the purchase order side of a Direct, regardless of the setting in this record. In this case, the system uses the Direct COGS Always Vendor Price control maintenance record to determine which COGS to use.
Action if set to Null	Same as if set to Yes.
Additional Information	For more information about price overrides on sales order, see Overriding Prices on Orders.

Use Costing Override Matrix Cell To Define Both COGS And COMM-COST

Indicate whether the system uses the cost override matrix cell to define both COGS and COMM-COST.

Valid Cost Override Codes

Enter codes that explain why a cost override is assigned to a sell matrix cell or to a product in sales order entry. More:

Options	Any free-form text up to 12 characters long.
Outcome of setting this control record	The codes you enter here are available for selection when a matrix cell is overridden or when the price is overridden for a product on a sales order. Cost override codes help you track why prices are being overridden. Enter codes such as Rebate.
Default Value(s)	None
Action if set to Null	No codes are available for selection.
Additional Information	The system requires users to assign a cost override code when a cost override is assigned to a matrix cell on the Matrix Cost Override window from either Quick Sell Matrix Maintenance or Sell Matrix Maintenance. The Prompt For Cost Code On Cost Override In Matrix Maintenance control maintenance record controls the assignment of a cost override code when a cost override is assigned to a matrix cell on the Matrix Cost Override window from either Quick Sell Matrix Maintenance or Sell Matrix Maintenance. The Prompt For Cost Code On Cost Override In SOE control maintenance record controls the assignment of a cost override code in Sales Order Entry when the COGS or Cost for a product is overridden on the Sales Order Entry Body tab. The Sell Matrix Price Overrides Proof Report reports on the existence of cost overrides. Other reports use cost override codes as part of the selection process.

SOE COST Overrides Control Maintenance Records