1. 09 Calculation

2. This documentation and training is provided to you by beas group AG
This documentation and training is provided to you by beas group AG. The documents are neither approved nor in any way acknowledged or endorsed by SAP. For SAP Business One, only the documentation and training officially released by SAP shall be binding upon SAP. SAP shall not be responsible for any content of this documentation and training and this documentation and training shall not be binding upon SAP in any way.
The official current SAP Business One documentation and training for SAP Business One is available at and
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3. Requirements for this Tutorial
What you need to know
The basics of SAP
The basics of be.as
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4. Learning Targets
After working through the lesson, you will be able to:
Generate and edit a calculation template
Generate a precalculation
Generate a batch precalculation
Generate a quotation or order calculation
Generate a final calculation
Generate a batch final calculation
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5. Agenda Calculation 1: General 2: Working with the calculation
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6. General (Function Overview)
Calculation
Final calculation
Order calculation
Batch final calculation
Product calculation
Order calculation: You can go straight to the calculation via the SAP quotation or order entry, as a rule the work order is also then generated from the order calculation (particularly useful for make-to-order production)
Product calculation: Individual calculation that is usually generated after or during the creation of a new product
Batch precalculation: This is used to precalculate several items or item ranges, the results can be copied into price lists or used to specify entry prices (standard costs) .
 Final calculation: The final calculation is based on a work order and provides the opportunity for a target/actual comparison
Batch final calculation: This gives you the opportunity to conduct a final calculation for several work orders over a specific period of time
Batch precalculation
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7. General (Requirements for the precalculation)
Material pricing
Bill of materials positions
Quantities
Certain basic definitions need to be established in order to obtain an accurate result:
The precalculation calculates the production costs from material costs (bills of materials) and manufacturing cost (routings).
Material pricing
You need to use material pricing to specify the price that should be used for bill of materials positions (purchased parts or assemblies). For purchased parts this can be the SAP calculation method, the last EK or any price list. The material price for assemblies is usually a calculated price. For an end product calculation, all assemblies in the bill of material structure are also calculated.
Bill of materials positions
The bill of materials positions entered are now given a price from material pricing, multiplied by the number for each position (material costs).
Resources
The cost rates recorded for the resources form the basis for calculating production costs.
Routing
The individual procedures are entered in the routing and allocated to a resource. The cost rate recorded in the resource is multiplied by the job time to give the production costs.
Resources (cost rates)
Routing
Times
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8. General (Display) 1 2 The calculation is divided into two sections:
1: Bill of materials and routing positions
2: Calculation template with surcharge rates
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9. Agenda Calculation 1: General 2: Working with the calculation
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10. Working with the calculation(Calculation template)
A calculation template forms the basis of a calculation. You are strongly recommended to create a separate calculation template that overwrites the "standard" template with every update. The easiest way of creating a new template is to use the "Copy" button.
Overheads (calculation objects)
A calculation template contains calculation objects that are copied when copying a template. You can amend, delete or add to these.
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11. Working with the calculation (Calculation objects)
When creating or editing a calculation object, you can specify the appearance and behavior of an object.
1: This is where the name, color and, if necessary, an image is stored
2: This is where you can make a charge to another object and specify what it refers to.
3: If there is no reference, a charge can be split according to marginal costs and full costs as a percentage or recorded as a fixed value
4: When a production order is completed, any costs incurred can be posted to separate accounts. A relevant account can be recorded for each calculation object (only when continual inventory maintenance has been activated).
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12. Working with the calculation (Precalculation - product calculation)
A conventional product calculation can be created from the precalculation. Use "New" to select an item and the calculation template to be used. If a margin needs to be calculated using the calculation, you need to enter a sales price.
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13. Working with the calculation (Precalculation - product calculation)
A full copy of the item with all bill of materials and routing structures is copied into the calculation to generate the precalculation. You can now change this, if you wish. Individual assemblies or purchased parts can be deleted or added; operations and cost rates can be changed or deleted. Even items that do not exist in the item master at the time of construction can be added and any quantity or price can be assigned to them. However, please note that all changes are only made in this calculation and not in the item master!!!
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14. Working with the calculation (Precalculation - order calculation)
Start calculation
You can go straight from the order or quotation calculation into the calculation. If there is more than one order position, then there will be more than one calculation.
Edit calculation
The calculation can now be amended as detailed in "Product calculation". If the quotation is converted into a customer order, the calculation is also transferred.
Creating a production order
If you use the "Customer order to production order" function to create a production order, this will be created from the calculation that is stored and not from the item master (see also training unit "10 Production").
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15. Working with the calculation (Precalculation - batch precalculation)
You can use batch precalculation to precalculate several items or item ranges; the result can be copied into price lists or used to specify entry prices (standard costs). This also makes it possible to respond to master data changes that have an impact on manufactured items, which can be recalculated, with the amended prices being transferred into the relevant price lists or price fields.
You can use "New" to create a new batch calculation.
1: This is where you can enter a name and set the limits for the item range
2: Depending on the calculation template that needs to be used, you can specify here whether manufactured parts only should be calculated or whether purchased parts should also be calculated, and which should be calculated You can also specify which prices should be copied from the calculation template into which price fields or price lists.
3: There is also the option, for example, to enter a cost of sales price as a standard cost price for the items concerned. For security reasons, this price is not copied automatically. You need to go to the "Results" tab to do this retrospectively.
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16. Working with the calculation (Precalculation - batch precalculation)
1: You can access the latest and previous calculations from the "Results" tab, where the result is displayed. You can set the columns however you wish, so that the relevant information can be shown and other information can be hidden. Results can also be transferred to Excel to enable you to conduct further analyses.
2: You can use the "Inventory revaluation" button to update the "standard cost" price for the items concerned. You can use "Valuation at" to specify which price should be taken from the calculation template.
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17. Working with the calculation (Final calculation - individual calculation via the work order)
An updated calculation or a final calculation can be made based on individual work orders. You can use the "Final calculation" button to call up the final calculation for the selected work order. You can select a separate calculation template and, if necessary, separate pricing. However, you are recommended to copy the default "Entry price". In this instance, the actual entry results are accessed .
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18. Working with the calculation (Final calculation - individual calculation via the work order)
After using "Start" to call up the calculation, the result is displayed. You can use the "VK" button to switch between marginal cost and full cost values.
1: The target/actual display can be changed on the "Target/Actual calculation" tab. This enables you to compare production planned costs to actual costs incurred.
4: Production costs = Total of material costs (2) and manufacturing costs (3)
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19. Working with the calculation (Final calculation - batch final calculation)
As with batch precalculation, you can perform a batch final calculation for several items, item ranges or work orders for a specific period. To do this, use the "New" button to create a new batch final calculation.
1: Enter a short name in this section and specify the limits (item, order, period, etc.)
2: As with the final calculation for a work order, you can select a separate calculation template or separate pricing.
If the batch calculation has been created, you can start the calculation by clicking on the "Calculate" button. As a final calculation can be performed for all items concerned, the length of time will vary depending on item quantities and the bill of material structure. If necessary, you can also create several "Batch final calculations" for a number of items and thus distribute the quantities.
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20. Working with the calculation (Final calculation - batch final calculation)
You can access the latest and previous calculations from the "Results" tab, where the result is displayed. All work orders with the relevant calculation parameters are displayed. The list display and options to amend it as you wish enable you to enter values quickly, where such values lie outside the required results. Results can also be transferred to Excel to enable you to perform further analyses.
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21. Summary You can now: Generate and edit a calculation template
Generate a precalculation
Generate a batch precalculation
Generate a quotation or order calculation
Generate a final calculation
Generate a batch final calculation
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22. Thank you for your cooperation!
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