Multi-Level Supply Chain

Supply Chain: You can display supply chains (tier 1, 2, …, n) for materials in your should cost calculation. Each supplier's scope of delivery is represented by a separate calculation. This calculation can be used as price source for materials in yet another calculation.

Thus, you can nest material calculations of different supplier tiers within one another.

You can select the following price sources for the material of any random quantity type:

  • Default
    • At a local material, you can manually enter the price per unit.
    • At a global material, the price per unit is defined by the master data.
  • From Should Cost Calculation
    • Here you select the current status of work of your calculation as price source.
    • The selection provides further details on the price source.
    • You can open the price source calculation.

Procedure

The following example illustrates the process and structure of the Supply Chain:

Step 1: Create »Material Price Calculation«

For a start, create a complete calculation which determines your supplier's material price. This calculation is used as the price source for all material prices in your should cost calculation in the further process.

  1. Create a Should Cost Calculation. (Create Should Cost Calculation)
  2. Change the label to »Material Price Calculation« in the Details ► Overview view schema (combobox).
  3. Add the project number »123« in the same view.

    FACTON uses the project number and/or auto ID as filter to identify and display only relevant calculations as price source.

Step 2: Insert Local Material

Insert a local material. You can use any quantity type for the material.

Insert Local Material

  1. Select the »Material Price Calculation« should cost calculation in the Structure view.
  2. Click on Edit ► Insert ► Insert New Local Material (Mass).

    A local material is added under the should cost calculation.

  3. Change the label to »Material Price«.
  4. Define the following properties for the material in the Details ► Calculation view schema (combobox):
    5. Density 7.85 g / cm³
    Price per Unit 0.49 EUR / kg
    Net Quantity 2 kg / pc

Step 3: Save and Publish Changes

In order to select the »Material Price Calculation« of step 4 as price source, all changes in the created calculation need to be saved and published.

Save Changes

  • In the quick access toolbar, click the Save all applications data button.

    All of your changes are saved and the icon is grayed-out.

Alternative:  

  • In the ribbon, click on the File ► Save All.

    All changes are saved.

Hint

Alternatively, use the keyboard shortcut: CTRL + S Closedsee Shortcuts

Publish Changes

  • In the ribbon, click on the File ► Publish All.

    All existing changes are published.

Note

It is not possible to undo changes after publishing.

Step 4: Create Should Cost Calculation

In this step, you create the should cost calculation you wish to use the determined material price of the »Material Price Calculation« for.

  1. Create a Should Cost Calculation. (Create Should Cost Calculation)
  2. Add the Project Number »123« in the Details ► Overview view schema (combobox).

    FACTON uses the project number and/or auto ID as filter to identify and display only relevant calculations as price source.

Step 5: Insert Material with Price Source

In this step, you create the material you wish to use the determined material price of the »Material Price Calculation« for.

Note

You can insert local or global material calculation elements.

Insert Material with Price Source

  1. Select the should cost calculation in the Structure view.
  2. Click on Edit ► Insert ► Insert New Local Material (Mass).

    A local material is added under the should cost calculation.

  3. Define the following properties for the material in the Details ► Calculation view schema (combobox):
    4. Density 7.85 g / cm³
    Net Quantity 5 kg / pc
    Price Source Should cost calculation
    Selecting the price source provides you with further details to determine and select the precise calculation.
    Price Source Details
    Project Number Filter 123
    Source Calculation Material Price Calculation
    Conversion Factor 2.00 pc / kg

Optional Step: Open Price Source Calculation

  1. Select the material with a price source in the Structure view.
  2. In the Details ► Calculation view schema (combobox) under Price Source Details, click on the button (next to the Value column).

    The price source calculation opens in a new tab.

Properties of the »Price Source Details« group:

  • Auto Increment ID Filter
    • Entry field to insert the »Auto ID« of the price source calculation. You can enter the »Auto Increment ID« the following ways:
      • Exactly: Enter the exact auto ID (123456-CSW or 123456-1)
        • No further selection for source calculation needed
      • Partly: Enter only the first numbers of the auto ID before the »-« (123456)
        • No further selection for source calculation needed
    • This number is used as filter when querying for a selection of specific calculations that can be used as source calculations.
  • Project Number Filter
    • Entry field to insert the »Project Number« of the price source calculation.
    • Enter the exact project number of the source calculation.
    • This number is used as filter when querying for a selection of specific calculations that can be used as source calculations.
    • An already defined project number on the calculation level is assumed and shown at this property. It can be overridden (F12).
  • Source Calculation
    • Selection field to display and choose from a filtered range of calculations.
  • Conversion Factor
    • Entry field to insert the conversion factor.
    • Quantity relation between should cost calculation as price source (= source calculation) and the quantity type.
    • Example: 1 should cost calculation for 1 kg/m/m²/m³/pc material
    • Is multiplied by the imputed sales price of the source calculation.