Calculation Plan

Calculation Plan helps you calculate and maintain sales prices for items and work centers. Calculation plans combine components, capacities, charges, and formulas in a reusable structure and can be linked to sales documents.

Current Version: 1.0.1.0 as of Business Central 24.

☰ Contents

General

• App Calculation Plan
  Calculation Plan helps you calculate and maintain sales prices for items and work centers. Calculation plans combine components, capacities, charges, and formulas in a reusable structure and can be linked to sales documents...

Tasks

• Working with the App

Setup

• App Setup
  Set the central defaults for calculation plans here, including the number series, price basis, capacity line compression, archiving, sales price rounding, and error logging...

Pages

• Calculation Plan Archive Card
  Use this card to view an archived calculation plan in the state saved at the time of archiving. Archived plans provide traceability and can be copied as a starting point for a new calculation...
• Calculation Plan Archive List
  The archive list displays all archived calculation plans and their versions. Use it to find and review previous calculations or use one as the basis for a new calculation...
• Archived Base Lines
  This page displays the base lines belonging to an archived calculation plan. It documents the consolidated components and capacities, including the quantities and prices calculated at the time of archiving...
• Base Lines
  Base lines consolidate matching structure lines and provide the basis for quantity breaks, price calculation, and purchase requisitions. Use this page to review calculated prices or retrieve current purchase prices for selected items...
• Calculation Plan
  Use a calculation plan to determine an item's cost and sales price from components, capacities, general ledger accounts, or dummy items. Maintain the calculation structure, calculate base and result lines, and transfer the result to the source sales line when applicable...
• Calculation Plan Line Comments
  Use this page to enter comments for individual calculation plan lines. Comments add business or technical notes that make the calculation easier to understand...
• Calculation Plans
  This list provides an overview of all calculation plans and their versions. Use it to open a plan, review its status and result, or continue working with a specific version...
• Archived Result Lines
  This page displays the result lines of an archived calculation plan. It makes the former composition of the calculation result from sums, surcharges, and formulas traceable...
• Calculation Plan Result Line Detail
  Use this page to view the detailed values that make up a result line. It helps you trace calculation sum assignments and the underlying calculated amounts...
• Result Lines
  Result lines present costs according to the selected calculation plan template. They group base values by calculation sum, calculate surcharges and formulas, and provide the calculation result for release or sales price creation...
• Calculation Plan Setup
  Use Calculation Plan Setup to define the central defaults for new calculation plans. These include the number series, price basis, capacity processing, machine cost weighting, archiving, and rounding...
• Archived Structure Lines
  This page displays the structure lines of an archived calculation plan. It documents the calculated components, capacities, quantities, processing times, and dimensions at the time of archiving...
• Structure Lines
  Use structure lines to model the composition of the item to be calculated. Enter components and capacities manually or import them from production BOMs and routings; assemblies can be exploded across multiple levels...
• Calculation Plan Template
  Use a calculation plan template to define the layout and calculation logic of result lines. The template determines which calculation sums, surcharges, and formulas appear in a calculation plan's result...
• Calculation Lines
  Use calculation template lines to define the individual positions in a calculation plan template. Specify whether values are calculated by a calculation sum, a surcharge or discount, or a formula, and whether they are transferred...
• Calculation Plan Templates
  This list displays all calculation plan templates. Use it to create and maintain templates or select one for customers and calculation plans...
• Calculation Prices
  Maintain time- and quantity-dependent calculation prices for items and capacities here. These prices can be used as the price basis when calculating base lines...
• Calculation Sums
  Calculation sums classify components and capacities for presentation in result lines. They link a group of similar values to a line in the calculation plan template...
• Result Error Log
  The result error log records missing or inconsistent calculation sum assignments. Use it to identify configuration issues and correct the calculation of result lines...

Page Extensions

• Customer Card
  Use the Customer Card to assign a preferred calculation plan template to a customer. The template is used as the default when a calculation plan is created from a sales quote or sales order...
• Finished Production Order
  This page adds the assigned current calculation plan number to finished production orders. Use it to open the related calculation and compare calculated costs with actual costs...
• Item Card
  The Item Card extension provides calculation-related information and actions for an item. Assign a calculation sum, maintain calculation prices, and create a calculation plan directly for the item...
• Item List
  The Item List provides direct access to an item's calculation price maintenance. Use the action to maintain the calculation prices available for price calculation...
• Item Template Card
  Use the item template to set a calculation sum as a default for newly created items. This ensures that similar items are consistently classified for presentation in result lines...
• Machine Center Card
  The Machine Center Card extension lets you assign a calculation sum to a machine center. Its capacity costs are then assigned to the corresponding group in the result lines...
• Production Order Routing
  Use the production order routing to enter the portion of processing time that is incurred without personnel. This supports the separate calculation of personnel and machine costs...
• Released Production Order
  This page adds the assigned current calculation plan number to released production orders. The link supports concurrent calculation and lets you open the related calculation plan...
• Routing Lines
  Use routing lines to enter the portion of processing time that is incurred without personnel. When a routing is transferred to a calculation plan, this value is used to split personnel and machine time...
• Sales Line Archive List
  The archived sales line list also displays calculation-related information. It helps you trace which calculation template and result were used for an archived sales line...
• Sales Lines
  The Sales Lines extension manages the relationship between sales document lines and calculation plans. Create, open, assign, or remove a calculation plan and trace the released result on the sales line...
• Sales Order Subform
  Use sales order lines to manage the calculation assigned to each item. The page displays the calculation plan number, current version, and result, and provides actions to create, open, or assign a calculation plan...
• Sales Quote Subform
  Use sales quote lines to manage the calculation assigned to each item. The page displays the calculation plan number, current version, and result, and provides actions to create, open, or assign a calculation plan...
• User Setup
  Use User Setup to manage calculation plan permissions for individual users. You can define whether a user may change calculation sum assignments...
• Work Center Card
  The Work Center Card extension lets you assign a calculation sum to a work center. Its capacity costs are then assigned to the corresponding group in the result lines...

Appendix

• Release Notes
• Installation Notes