Base data
1
Review items
In Catalog > Items, open each item and review Planned total cost per unit on the Costs tab. Complete it when you maintain the cost manually.In the planning view, also define the procurement source and stock rules.
2
Review suppliers and purchases
Keep prices, orders and receipts up to date for purchased materials.
3
Review employees
In People > Employees, open each employee and complete Hourly cost in Information if you will include their time in the calculation.
4
Review resources
In Manufacturing > Resources, open each workstation and configure its costs on the Costs tab if they should contribute to actual cost.
5
Review recipes
Ensure inputs, quantities, time and outputs are consistent before manufacturing.
Records to review during cost analysis
Before comparing planned and actual costs
1
Select the period
Analyze a range with closed operations and recorded receipts.
2
Exclude incomplete data
Review open orders, partial receipts or pending stock counts.
3
Check large variances
Check whether they come from price, quantity, time, rejects or stock adjustments.
4
Document the cause
Add operational comments when a variance has a real explanation.