MATERIAL PRICING IN TCM Presented by David Miller D. Miller Associates

September 26, 2007 The Job Cost Unit Cost Database Category Item –Description –Billing Rate –Cost Rate –Unit of Measure –DCI Number

September 26, 2007 The Job Cost Unit Cost Database Inventory –Add Item to Inventory –Maintain Item in Inventory –Unit Cost –List Price –Average Cost –Description –Billing Rate –Cost Rate –Unit of Measure –DCI Number

September 26, 2007 Import Unit Cost Information TCMUnitCostImp.xls FieldData TypeSizeNotes Company IDText3This field is required. The entry must be an existing company ID. CategoryText10 Category DescriptionText30 Unit Cost ItemText16This field is required. DCI NumberText20 Item DescriptionText35 Cost Rate AmtCurrencyThe default is Bill Rate AmtCurrencyThe default is Unit MeasureText10 CommentText20 IV ItemText16 Add to IVText1The default is 1.1 = No 2 = Yes Maintain in IVText1The default is 1.1 = No 2 = Yes

September 26, 2007 Price Database Transfer and Update Update Existing Price Database Items Create New Price Database Items Update Inventory Items Copy Price from Column: –Cost –List –Column 1, 2 or 3

September 26, 2007 Using Your Material Pricing Database Purchase Orders Job Entries Inventory Entries Accounts Receivable Invoices Job Estimates

September 26, 2007 Purchase Orders When entering line items for your Purchase Order, the description and cost rate for the Unit Cost Item are displayed. You can use the additional description lines to specify color, model, size, etc.

September 26, 2007 Job Cost Entries You can enter a Category/Item while preparing Job Entries. The Cost and Description will be automatically displayed when you enter a valid Category/Item code. You can also prepare this information in an Excel spreadsheet and import it into TCM.

September 26, 2007 Inventory Entries The Item Number used in Inventory must match the Item Number setup in Work on Unit Cost Information. TCM will automatically display the Item Number and Category setup in Work on Unit Cost Information.

September 26, 2007 Job Estimates Entering the Quantity and valid Item Category/Number combination will automatically extend the cost into the Estimated Dollars field.

September 26, 2007 Job Income Entering the Quantity and a valid Item Category/Number combination will automatically extend the value from the Billing Rate into the Contract Amount field.

September 26, 2007 Accounts Receivable Entering the Quantity and a valid Item Category/Number combination will automatically extend the value from the Billing Rate into the Amount field. You can use the additional Description lines to specify size, color, model, etc.

September 26, 2007 SUMMARY Creating and maintaining a Material Pricing Database inside TCM can enhance your use of the Accounts Receivable, Purchase Order, Inventory and Job Cost Modules.

September 26, 2007 SUMMARY You can use your subscription to Trade Services (TRASER) to periodically update the prices in your database to reflect changes in the marketplace.

September 26, 2007 SUMMARY You can also maintain this information in an Excel spreadsheet, and use it to add and update items in your Material Database.

September 26, 2007 SUMMARY If you deal primarily with a single supplier, your supplier may be able to generate a price list in a format suitable for updating your TCM database.

September 26, 2007 ???QUESTIONS??? Thank you for attending the 2007 AMSI User Conference!