*
Concepts
*
Settings
 

**Setting Cost Types for a Site

To view accurate cost summaries on views (such as the work order’s Costs view, Costs tab), you must set the summary cost types for each site in the site’s Accounting Settings dialog. If you need to compare costs for each site, you can select different cost types for each site.
Tip: If you will be setting different cost types for each site, you might want to create a summary cost type for each site in the cost type hierarchy. This will help you to organize your site-based cost types in the hierarchy, and might make it easier to view cost type summaries. For example:
You can also designate default cost types. When a non-cataloged part or service is added to a work order task, for example, the default cost type for the resource type is used.

To Set Total Cost Types

1.
From the Site window, select the Administration menu and then Accounting Settings. The Accounting Settings dialog appears.
2.
Select the Cost Types tab.
3.
To change the top cost type for the site, click Change. The Change Top Cost Type dialog appears. Click Edit, select the cost type, and click OK.
4.
Select the summary cost type for each of the cost categories:
Setting Name
Description
Labor costs
The summary cost type that sums all labor costs for your site. You can select a cost type that is set available for labor expenses.
Total cost types are used to summarize planned and actual costs for use in tables, reports, and various summary views throughout APM, including projects and work orders. If you do not set a total labor cost type for the site, the total labor costs shown might be incorrect.
Note: You should also ensure that this cost type is in the cost type hierarchy. This will ensure that costs are correctly summarized (rolled-up) in the summary and top cost types.
Stores material costs
The summary cost type that sums all materials costs for your site. You can select a cost type that is available for material expenses.
Total cost types are used to summarize planned and actual costs for use in tables, reports, and various summary views throughout APM, including projects and work orders. If you do not set a total stores material cost type for the site, the total stores material costs shown might be incorrect.
Note: You should also ensure that this cost type is in the cost type hierarchy. This will ensure that costs are correctly summarized (rolled-up) in the summary and top cost types.
Direct purchase costs
The summary cost type that sums all direct purchases costs for your site. You can select a cost type that is available for materials expenses.
Total cost types are used to summarize planned and actual costs for use in tables, reports, and various summary views throughout APM, including projects and work orders. If you do not set a total direct purchase cost type for the site, the total direct purchase costs shown might be incorrect.
Note: You should also ensure that this cost type is in the cost type hierarchy. This will ensure that costs are correctly summarized (rolled-up) in the summary and top cost types.
Cost of Services
The summary cost type that sums all service costs for your site. You can select a cost type that is available for services expenses.
Total cost types are used to summarize planned and actual costs for use in tables, reports, and various summary views throughout APM, including projects and work orders. If you do not set a total services cost type for the site, the total services costs shown might be incorrect.
Note: You should also ensure that this cost type is in the cost type hierarchy. This will ensure that costs are correctly summarized (rolled-up) in the summary and top cost types.
Tools costs
The summary cost type that sums all tools costs for your site. You can select a cost type that is set for available for tools expenses.
Total cost types are used to summarize planned and actual costs for use in tables, reports, and various summary views throughout APM, including projects and work orders. If you do not set a total tools cost type for the site, the total direct tools shown might be incorrect.
Note: You should also ensure that this cost type is in the cost type hierarchy. This will ensure that costs are correctly summarized (rolled-up) in the summary and top cost types.
5.
In the Default cost types area, select a cost type for each of the resource types.
6.
When you are finished, click OK.