"Fiscal Years" tab

Left table

Column	Description
Fiscal Year	Shows that calculation year the settings in a table row apply to.
Total Quantity	Shows the quantity to be calculated for the corresponding year without deductions. You can enter the values directly.
Deduction [%]	Specifies discounts for the gross number of pieces for the relevant year. Enter the quantity of the entire production period, including deductions. You can enter the values directly. Specifies discounts for the gross number of pieces for the relevant year.
Volume	Specifies the quantity to be calculated for the corresponding year, including deductions.
Total Quantity	Enter the quantity of the whole production period, including deductions.
Number of Lots	Specifies the number of lots to be calculated for the corresponding year.
Purchased Lot Size	Specifies the purchased lot size for tiered prices to be calculated for the corresponding year. Requirements The tiered prices are activated (see system settings - "Enable tiered pricing for purchased and standard parts" checkbox).
Location	Select the production location. All location origins under the category “Locations" in the Data Administration are displayed if at least one basic data record is added.
Receiving Country Group	Select the origin country group for each fiscal year. Only available for single and assembly projects and their costing types - not for multi or configuration projects. If the location changes, the country group changes accordingly, even if the country group was overwritten.
Basis Data	Select the basic data record that defines the standard surcharge rates for a calculation year. All basic data records under the category "Basic data" in the Data Administration are displayed if at least one location is added. The selection is determined by the selection in the "Location" column.
Basic data - Location	Displays the combination of location and basic data entry.
Origin of the costing type "Supplier/Customer/Location"	Variable column that is only shown for projects with costing types. Depending on the selected origin, the column is shown as: "Origin" column Display the origin of the costing type of the type supplier. "Location" column Display the origin of the costing type of the type location. Note For the "Location" costing type, the additional column for the production location is omitted. Only the column with the costing type location is shown. "Customer" column Display the origin of the costing type of the type customer. Figure: Production Planning category, Fiscal Years tab, Customer Costing Type

Right table

Column	Description
Month	Shows the month and year from the selected fiscal year of the left table.
Volume	Specifies the quantity to be calculated for the corresponding month without deductions.
Distribution	Shows the monthly distribution of the quantity for the corresponding fiscal year as percentage.

"Surcharges" group

This table shows the surcharge rates for the year selected in the annual quantities table. Here you can edit the surcharge rates for each.

The surcharge rates are displayed in different ways. Standard surcharge rates, from the basic data for the selected year, are shown in black font.

Additional assigned or changed surcharge rates are shown in blue font.

Column	Description
Name of Surcharge	Displays the surcharge name, with the unit for the surcharge value in square brackets.
Value	Displays the value for a surcharge rate. Click in a cell to edit the value.
Unit	Shows the unit of the surcharge rate.

Further Information see Surcharges