Regulate Unit Cost
In day-to-day operations, the actual Unit Cost on a Purchase Order differs from the default defined in the item master data, leading to inaccurate reporting and margin analysis. To reflect accurate cost information on posted sales documents, DYCE brings a functionality to update the Unit Cost on posted Sales Invoice Lines once the final purchase cost is known.
The update of Posted Sales Invoice Lines can be handled automatically by scheduling the Regulate Unit Cost report in the Job Queue, a standard Business Central feature for automating recurring tasks. For setup instructions, refer to the official Microsoft documentation. Alternatively, the report can also be run manually by searching for Regulate Unit Cost in the TellMe search bar (shortcut Alt+Q).
Installing the DYCE IT-Business Toolkit does not automatically create entries in the Job Queue. Users must manually configure the scheduling of the Regulate Unit Cost report, if required.
When a Purchase Order is created either by Create Connected Purchase Orders feature or through the Purchase Requisition page, DYCE ensures that the actual Unit Cost, determined at the time of invoicing, is accurately applied to the corresponding Posted Sales Invoice Lines.
When the Regulate Unit Cost report is executed and the Unit Cost on the Posted Sales Invoice Line is updated, the field Regulated is set to YES.
The Unit Cost is calculated by filtering Value Entries based on the related Sales Invoice No.. The system sums the values in the Cost Amount (Actual) field and divides the total by the Quantity.
If a standard Business Central cost adjustment is posted in a Value Entry for a specific Sales Invoice No., the Regulated field on the related Posted Sales Invoice Line(s) is automatically reset to NO. As a result, the Unit Cost can be updated again using the report or Job Queue.
The Regulated field is introduced by the DYCE Essential app.