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: 1.0.1.0as of Business Central 24.
Manual
Creation date: 2026/09/05 The current version of this manual can be found at:
☰ 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
Docs / Solution / Calculation Plan / General General
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.
Use calculation templates to standardize the layout and calculation logic for new plans. A calculation plan can have several versions; the certified version can be used as the current price basis for the relevant item and customer.
Docs / Solution / Calculation Plan / Tasks Working with the App
Set up calculation sums
Create calculation sums and assign a code, description, and classification. Calculation sums are used by template lines to collect component or capacity amounts.
Create a calculation template
Create a template and add calculation lines. For each line, enter a row number and description, then select a totaling type:
Calculation Sum totals the matching component or capacity entries.
Charge calculates a percentage charge or discount from a base line. Manual input can be enabled for this type.
Formula calculates a result from row references and the operators +, -, *, and /.
Use Value Transfer to mark the line whose result is transferred as the unit price, cost, or another configured value. Each transfer option can be used only once per template. Template lines can be copied from another template with Functions > Copy Template Lines.
Maintain calculation prices
Open Calculation Prices from an item or work center, or use the list page. Define the sales type, sales code, item or work center, unit of measure, minimum quantity, validity dates, and calculation price. The most specific valid price is applied when the calculation plan is built.
Create and calculate a plan
Create a calculation plan, select an item and customer when applicable, enter the quantity and calculation date, and assign a calculation template. The plan shows structure lines, base lines, result lines, and any error logs. Use Check Calculation Plan Result after changes to recalculate and verify the result.
Versions and approval
Use Create New Version to retain the existing plan and work on a new version. The new version retains the header data and structure lines of the selected version; base lines and result lines are recalculated. Check the result before selecting Release Calculation Plan Result. A plan with errors cannot be released. The certified version can be used as the current plan for automatic creation on sales documents. Use Unrelease Calculation Plan Result to reopen a released result for changes.
Areas and capacity times
For items with the base unit of measure dm², the quantity can be calculated from the cut length and cut width entered in millimeters. The conversion from mm to dm² is automatic.
When a structure line contains an apportioned run time without personnel, it is split into a personnel-time line and a machine-time line when the base lines are created. Machine time is valued using the Machine Cost Weighting set up in the calculation plan setup.
Assign a production order
When a reservation exists between a sales line and a production order line, the production order number is automatically written to the calculation plan when consumption is posted for the first time. Item and capacity entries are then included in the result line details.
Archive
Use Archive Calculation Plan incl. Versions when a plan is no longer active. Depending on setup, the plan is moved to the archive tables or marked as archived in the active tables. Archived plans can be copied to create a new plan.
Docs / Solution / Calculation Plan / 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.
Set up Calculation Plan on the Calculation Plan Setup page.
Docs / Solution / Calculation Plan / 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.
General, Fields
No.
Specifies the number of the archived calculation plan.
Version No.
Specifies the version number of the archived calculation plan.
Description
Specifies the description of the archived calculation plan.
Description 2
Specifies the additional description of the archived calculation plan.
Status
Specifies the status of the calculation plan at the time of archiving.
Actual
Specifies whether this version was marked as current when archived.
Customer No.
Specifies the number of the customer assigned to the calculation plan.
Customer Name
Specifies the name of the customer assigned to the calculation plan.
Item No.
Specifies the number of the calculated item.
Item Description
Specifies the description of the calculated item.
Quantity
Specifies the quantity for which the calculation plan was created.
Calculation Date
Specifies the date used for price calculation.
Calculation Price Base Component
Specifies the price basis used to value components.
Calculation Template Code
Specifies the code of the template used to create the result lines.
Calculation Template Name
Specifies the description of the calculation template used.
Creation Date
Specifies the date and time when the calculation plan was created.
Last Date Modified
Specifies the date and time of the last change before archiving.
Source Type
Specifies whether the plan originated from an item, sales quote, or sales order.
Source No.
Specifies the number of the item or sales document from which the plan was created.
Docs / Solution / Calculation Plan / Pages 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.
Fields
No.
Specifies the calculation plan number.
Version No.
Specifies the version number of the calculation plan.
Description
Specifies the description of the archived calculation plan.
Description 2
Specifies the additional description of the archived calculation plan.
Status
Specifies the status of the calculation plan at the time of archiving.
Customer No.
Specifies the customer number.
Item No.
Specifies the item number.
Source Type
Specifies the type of the source document.
Source No.
Specifies the number of the source document.
Last Date Modified
Specifies the last date that was modified.
Docs / Solution / Calculation Plan / Pages 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.
Fields
Type
Specifies the type of the calculation plan line.
No.
Specifies the number of the involved entry or record, according to the specified type.
Type
Specifies the type of archived base line, such as item, work center, machine center, general ledger account.
No.
Specifies the number of the item, general ledger account, or capacity in the archived base line.
Description
Specifies the description of the archived calculation position.
Description 2
Specifies additional information about the archived calculation position.
Quantity (Base)
Specifies the quantity consolidated from matching structure lines at the time of archiving.
Unit of Measure Code
Specifies the unit of measure in which the archived base quantity and prices are maintained.
Variant Code
Specifies the item variant for which the quantity and price were calculated.
Unit Cost
Specifies the unit cost at the time of archiving.
Cost Amount
Specifies the unit cost multiplied by the archived base line quantity.
Calculation Price
Specifies the calculation price per unit at the time of archiving.
Calculation Amount
Specifies the calculation price multiplied by the archived base line quantity.
Calculation Sum
Specifies the calculation sum under which the archived values were considered in the result lines.
Docs / Solution / Calculation Plan / Pages 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.
Fields
Type
Specifies the type of base line, such as item, work center, machine center, general ledger account, or dummy.
No.
Specifies the number of the item, general ledger account, or capacity in the base line.
Description
Specifies the description of the consolidated calculation position.
Description 2
Specifies additional information about the consolidated calculation position.
Comment existing
Specifies whether comments exist for this position.
Quantity (Base)
Specifies the quantity consolidated from matching structure lines and used for price calculation.
Unit of Measure Code
Specifies the unit of measure in which the base quantity and prices are maintained.
Variant Code
Specifies the item variant for which the quantity and price were calculated.
Unit Cost
Specifies the unit cost as a comparison value.
Cost Amount
Specifies the unit cost multiplied by the base line quantity.
Last Direct Cost
Specifies the calculated or manually transferred purchase price per unit.
Purchase Price Amount
Specifies the purchase price multiplied by the base line quantity.
Default Calculation Price
Specifies the price suggestion calculated by the system according to the selected price basis.
Calculation Price
Specifies the price per unit used for cost calculation and can be adjusted when required.
Calculation Amount
Specifies the calculation price multiplied by the base line quantity.
Calculation Sum
Specifies the calculation sum under which the base line values are considered in the result lines.
Actions
Comments
Opens the comments for the selected base line.
Item/Vendor Catalog
Opens the Item/Vendor Catalog filtered by the number of the selected base line.
Get Purchase Price
Opens the item's purchase prices. The selected price is converted to the base line unit and transferred as the purchase price.
Docs / Solution / Calculation Plan / Pages 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.
General, Fields
No.
Specifies the number of the involved entry or record, according to the specified number series.
Version No.
Specifies the version number of the calculation plan.
Description
Specifies a description for the calculation plan.
Description 2
Specifies an extended description for the calculation plan if there is not enough space in the Description field.
Status
Specifies the status of the calculation plan.
Actual
Specifies whether this is the current version.
Customer No.
Specifies the customer number.
Customer Name
Specifies the customer name.
Item No.
Specifies the item number.
Item Description
Specifies the item description.
No. of Calculations
Specifies the number of calculations.
Quantity
Specifies the calculated quantity.
Calculation Date
Specifies the calculation date.
Calculation Price Base Component
Specifies the price basis for components.
Calculation Price Base Capacity
Specifies the price basis for capacities.
Calculation Template Code
Specifies the calculation template code.
Calculation Template Name
Specifies the calculation template name.
Created By
Specifies the user who created the plan.
Creation Date/Time
Specifies the date and time when the plan was created.
Modified By
Specifies the user who last modified the plan.
Last Date Modified
Specifies the last date that was modified.
Version CreatedBy
Specifies the user who created the version.
Version CreatedAt
Specifies the date and time when the version was created.
Version ModifiedBy
Specifies the user who last modified the version.
Version ModifiedAt
Specifies the date and time when the version was last modified.
Source Type
Specifies the type of the source document.
Source No.
Specifies the number of the source document.
Source Line No.
Specifies the line number of the source document.
Prod. Order No.
Specifies the production order number.
Calculation Result
Specifies the calculation result.
Calculation Result for Qty 1
Specifies the calculation result for quantity 1.
No. of Error Logs
Specifies the number of error logs.
Actions
Versions
View any alternate versions of the calculation plan.
Create New Version
Create a new version for the existing calculation plan.
Copy Calc.-Plan
Copy an existing calculation plan to quickly create a similar plan.
Copy Arch. Calc.-Plan
Copy an archived calculation plan to quickly create a similar plan.
Archive calculation plan incl. versions
Archive calculation plan incl. versions.
Check Calculcation Plan Result
Check Calculcation Plan Result
Release Calculcation Plan Result
Releases Calculcation Plan Result
Unrelease Calculcation Plan Result
Unreleases Calculcation Plan Result
Create Salesline Price
Create Salesline Price
Docs / Solution / Calculation Plan / Pages 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.
Fields
Comment
Specifies the comment for the related calculation plan line.
Date
Specifies the date when the comment was entered.
Docs / Solution / Calculation Plan / Pages 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.
Fields
No.
Specifies the calculation plan number.
Version No.
Specifies the version number of the calculation plan.
Status
Specifies the status of the calculation plan.
Actual
Specifies whether this is the current version.
Description
Specifies the calculation plan description.
Description 2
Specifies additional information about the calculation plan.
Customer No.
Specifies the customer number.
Item No.
Specifies the number of the calculated item.
Source Type
Specifies whether the plan originated from an item, sales quote, or sales order.
Calculation Result
Specifies the calculated total value for the calculation quantity.
Calculation Result for Qty 1
Specifies the calculated value per unit.
Source No.
Specifies the number of the item or sales document from which the plan was created.
Last Date Modified
Specifies the date and time of the last change.
Created by
Specifies the user who created the plan.
Creation Date/Time
Specifies the date and time when the plan was created.
Modified by
Specifies the user who last modified the plan.
No. of Error Logs
Specifies the number of logged calculation sum errors.
Docs / Solution / Calculation Plan / Pages 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.
Fields
Row No.
Identifies the archived result line.
Description
Specifies the cost or calculation position in the archived result.
Totaling
Specifies the calculation sum or formula used to calculate this archived result line.
Charge %
Specifies the percentage surcharge or discount applied to the specified totaling.
Manual Input Allowed
Specifies whether the calculated value of this line could be overridden manually.
Calculation Value
Specifies the amount calculated for this result line at the time of archiving.
Docs / Solution / Calculation Plan / Pages 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.
Fields
From Entry No.
Specifies the entry number of the source entry.
Calculation Sum
Specifies the calculation sum of the detail entry.
Calculation Plan No.
Specifies the number of the calculation plan to which the detail entry belongs.
Amount
Specifies the cost amount of the detail entry.
Docs / Solution / Calculation Plan / Pages 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.
Fields
Row No.
Identifies the result line and is used as a reference in formulas and totalings.
Description
Specifies the cost or calculation position in the result display.
Totaling
Specifies the calculation sum or formula used to calculate this result line.
Charge %
Specifies the percentage surcharge or discount applied to the specified totaling.
Manual Input Allowed
Specifies whether the calculated value of this line can be overridden manually.
Calculation Value
Specifies the amount calculated for the result line from base lines, surcharges, or formulas.
Actual Value
Specifies the actual costs from postings on the linked production order.
Value Transfer
Specifies whether the value of this line is transferred, for example as a sales price.
Actions
Release Calculcation Plan
Checks the result and transfers it to the source sales line. The calculation result and unit price are updated.
Unrelease Calculcation Plan
Resets the calculation result in the calculation plan and the source sales line to zero.
Refresh Result Lines
Refreshes the result line display and creates the result error log again.
Docs / Solution / Calculation Plan / Pages 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.
General, Fields
Calculation Plan Nos.
Specifies the number series from which new calculation plans receive their number.
Autom. Creation of Calc. Plans
Specifies whether calculation plans are created automatically for sales documents when a current certified plan exists for the item and customer.
Calculation Price Base Component
Specifies the default price basis for components.
Calculation Price Base Capacity
Specifies the default price basis for capacities.
Compress Capacity Lines
Specifies whether capacity lines are consolidated.
Cost Quantifier Machine
Specifies the factor used to calculate the price for the machine time portion.
Transfer to Archive Tables
Specifies whether archived plans and lines are moved to archive tables.
Sales Unit Price Rounding
Specifies the rounding precision for the sales price.
Delete CalcPlan on Salesline delete
Specifies whether the calculation plan is deleted when its related sales line is deleted.
Activate Error Logging
Specifies whether errors related to missing or invalid calculation sums are logged.
Actions
Create error logs
Runs the calculation plan check and creates result error logs for incorrect calculation sums.
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.
Fields
Level
Specifies the level of the archived structure line.
Type
Specifies the type of the archived structure line.
No.
Specifies the number of the entry or record according to the selected type.
Variant Code
Specifies the item variant on the archived structure line.
Description
Specifies the description of the archived structure line.
Description 2
Specifies additional information about the archived structure line.
Quantity per
Specifies how many units of the component are required to produce the parent item.
Setup Time
Specifies the setup time of the routing line.
Run Time
Specifies the run time of the routing line.
Calculation Formula
Specifies how to calculate the Quantity field.
Length
Specifies the length of one item unit when measured in the specified unit of measure.
Width
Specifies the width of one item unit when measured in the specified unit of measure.
Depth
Specifies the depth of one item unit when measured in the specified unit of measure.
Weight
Specifies the weight of one item unit when measured in the specified unit of measure.
Calculation Plan Quantity
Specifies the quantity required for the calculation plan.
Quantity
Specifies the total quantity of this archived structure line.
Unit of Measure Code
Specifies the unit of measure of the archived structure line.
Calculation Amount
Specifies the calculation amount of the archived structure line.
Calculation Sum
Specifies the calculation sum of the archived structure line.
Docs / Solution / Calculation Plan / Pages 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.
Fields
Indentation
Specifies the hierarchy level of the position within an exploded assembly.
Type
Specifies whether the position is an item, assembly, capacity, general ledger account, or dummy item.
No.
Specifies the number of the entry or record according to the selected type.
Variant Code
Specifies the variant of the item on the line.
Description
Specifies a description of the calculation plan line.
Description 2
Specifies an additional description of the calculation plan line.
Comment existing
Specifies whether comments exist.
Quantity per
Specifies the quantity required for one unit of the parent assembly.
Setup Time
Specifies the setup time of the routing line.
Run Time Machine
Specifies the machine time portion without personnel. It is valued separately from the personnel time portion when base lines are created.
Run Time Personnel
Specifies the personnel time portion derived from setup time and run time.
Cost Quantifier Machine
Specifies the factor used to value the machine time portion.
Run Time
Specifies the run time of the routing line.
Calculation Formula
Specifies how the quantity is calculated from the stored dimensions.
Length
Specifies the length of one item unit when measured in the specified unit of measure.
Width
Specifies the width of one item unit when measured in the specified unit of measure.
Depth
Specifies the depth of one item unit when measured in the specified unit of measure.
Weight
Specifies the weight of one item unit when measured in the specified unit of measure.
Calculation Plan Quantity
Specifies the calculation plan header quantity used to calculate this structure line quantity.
Quantity
Specifies the calculated total quantity for this position, including quantity per and calculation plan quantity.
Unit of Measure Code
Specifies the unit of measure of the structure line.
Calculation Amount
Specifies the cost contribution of this structure position.
Calculation Sum
Specifies the calculation sum under which this position is considered in the result lines.
Production BOM No.
Specifies the production BOM number.
Routing No.
Specifies the routing number.
Actions
Comments
Opens the comments for the selected structure line.
Explode BOM
Explodes the certified production BOM and routing of the assembly into structure lines.
Show BOM
Opens the production BOM assigned to the structure line.
Show Routing
Opens the routing assigned to the structure line.
Import BOM
Lets you select a production BOM and inserts its lines after the current structure line.
Import Routing
Lets you select a routing and inserts its lines after the current structure line.
Docs / Solution / Calculation Plan / Pages 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.
General, Fields
No.
Specifies the No. of the calculation plan template.
Description
Specifies the description of the calculation plan template.
Description 2
Specifies additional information about the calculation plan template.
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.
Fields
Row No.
Specifies the Row No. of the template line.
Description
Specifies the description of the calculation template line.
Description 2
Specifies additional information about the calculation template line.
Bold
Specifies whether this position is displayed in bold in the result lines.
Totaling Type
Specifies whether the line calculates a calculation sum, surcharge or discount, or formula.
Totaling
Specifies the calculation sum, source line, or formula according to the totaling type.
Charge %
Specifies the percentage surcharge or discount applied to the specified source line.
Manual Input Allowed
Specifies whether the calculated result line value can be overridden manually.
Value Transfer
Specifies whether the result of this line is transferred as a sales price.
Actions
Copy Templatelines
Opens the list of other calculation plan templates and appends the lines of the selected template to the current template.
Docs / Solution / Calculation Plan / Pages 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.
Fields
No.
Specifies the No. of the calculation plan template.
Description
Specifies the description of the calculation plan template.
Description 2
Specifies additional information about the calculation plan template.
Docs / Solution / Calculation Plan / Pages 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.
General, Fields
Sales Type Filter
Filters the displayed calculation prices by sales type.
Sales Code Filter
Filters the displayed calculation prices by sales code.
No. Filter
Filters the displayed calculation prices by item or capacity number.
Starting Date Filter
Filters the displayed calculation prices by the start date of their validity.
Sales Type
Specifies whether the calculation price applies to all customers, a customer, or a customer price group.
Sales Code
Specifies the customer or customer price group code according to the sales type.
No.
Specifies the number of the item or work center for which the calculation price is valid.
Unit of Measure Code
Specifies how each unit of the item or work center is measured, such as in pieces or hours. By default, the value in the Base Unit of Measure field on the item or resource card is inserted.
Minimum Quantity
Specifies the quantity from which this calculation price is used for price calculation.
Calculation Price
Specifies the calculation price per unit.
Starting Date
Specifies the date from which the calculation price is valid.
Ending Date
Specifies the date until which the calculation price is valid.
Docs / Solution / Calculation Plan / Pages 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.
Fields
Code
Specifies the code of the calculation sum.
Description
Specifies the description of the calculation sum.
Classification
Specifies the classification of the calculation sum.
Docs / Solution / Calculation Plan / Pages 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.
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.
Calculation Plan, Fields
Calculation Template Code
Specifies the template used as the default when calculation plans are created from sales documents for this customer.
Docs / Solution / Calculation Plan / Page Extensions 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.
Fields
Actual Calculation No.
Specifies the linked calculation plan used to compare calculated and actual costs for the production order.
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.
Calculation, Fields
Calculation Sum
Specifies the calculation sum under which the item values are considered in the result lines.
Calculation Plan No.
Specifies the current calculation plan number for the item.
Calculation Result
Specifies the result of the current calculation for the item.
No. of Calculation
Specifies the number of calculation plans created for the item.
Actions
Calculation Prices
Opens the calculation prices for the current item.
Create Calculation Plan
Opens the current calculation plan for the item. If no calculation plan is assigned, a new plan is created.
Docs / Solution / Calculation Plan / Page Extensions 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.
Actions
Calculation Prices
Opens the calculation prices for the selected item.
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.
Calculation, Fields
Calculation Sum
Specifies the calculation sum that is copied when an item is created from this template.
Docs / Solution / Calculation Plan / Page Extensions 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.
Calculation, Fields
Calculation Sum
Specifies the calculation sum under which the costs of this machine center are considered in the result lines.
Actions
Calculation Prices
Opens the calculation prices for the selected machine center.
Docs / Solution / Calculation Plan / Page Extensions Prod. 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.
Fields
Run Time Machine
Specifies the machine time portion without personnel, which is valued separately from the personnel time portion when costs are allocated.
Docs / Solution / Calculation Plan / Page Extensions 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.
Fields
Actual Calculation No.
Specifies the number of the current calculation plan linked to the production order.
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.
Fields
Run Time Machine
Specifies the machine time portion without personnel, which is valued separately when the routing is transferred.
Docs / Solution / Calculation Plan / Page Extensions 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.
Fields
Calculation Scheme used
Specifies the calculation scheme used for the archived sales line.
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.
Fields
Calculation Plan No.
Specifies the number of the calculation plan linked to this sales line.
Calculation Result
Specifies the result released from the current calculation plan to this sales line.
Calculation Creation Date
Specifies the date when the calculation plan for this sales line was created.
Created by
Specifies the user who created the calculation plan for this sales line.
Actions
Create Calculation Plan
Creates a calculation plan for the current sales line.
Create Production BOM
Creates a production BOM from the current calculation plan.
Create Routing
Creates a routing from the current calculation plan.
Change Calculation Template
Changes the calculation template of the sales line.
Create Salesline Price
Creates a sales price from the calculation result.
Docs / Solution / Calculation Plan / Page Extensions 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.
Fields
Calculation Plan No.
Specifies the number of the calculation plan linked to this sales order line.
Actual Calculation Version
Specifies the current version of the linked calculation plan.
Calculation Result
Specifies the result released from the current calculation plan to this sales order line.
Calculation Scheme used
Specifies the calculation template used for the linked calculation plan.
Actions
Create Calculation Plan
Creates a calculation plan for the current sales order line.
Assign Calcplan
Assigns an existing calculation plan to the sales order line.
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.
Fields
Calculation Plan No.
Specifies the number of the calculation plan linked to this sales quote line.
Actual Calculation Version
Specifies the current version of the linked calculation plan.
Calculation Result
Specifies the result released from the current calculation plan to this sales quote line.
Actions
Create Calculation Plan
Creates a calculation plan for the current sales quote line.
Assign Calcplan
Assigns an existing calculation plan to the sales quote line.
Docs / Solution / Calculation Plan / Page Extensions User Setup
Use User Setup to manage calculation plan permissions for individual users. You can define whether a user may change calculation sum assignments.
Fields
Change Calculation Sum blocked
Specifies whether changing the calculation sum on the item is blocked.
Docs / Solution / Calculation Plan / Page Extensions 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.
Calculation, Fields
Calculation Sum
Specifies the calculation sum of the work center.
Actions
Calculation Prices
Opens the calculation prices for the selected work center.
Docs / Solution / Calculation Plan / Appendix Release Notes
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build-Overview in DevOps
NVXCP 1.0.0.0
as of Business Central 24 2026/09/01
Initial Version
Docs / Solution / Calculation Plan / Appendix Installation Notes
No additional granules or external services are required for the Calculation Plan app based on the current app configuration.
General
