Different Types of Costing
Tradeshow - Jobshops - GP Items
11st Costing Type - Tradeshow
On the very bottom of the Excel costing sheet, there is a section specific to Tradeshows. After costs are determined, go to SL and type in the order number for the tradeshow you are costing (i.e. SHOWxxx) and filter.
2Get to Items screen
Do this by right clicking on the item number on the order and clicking Details.
3Go to Job Orders
Once in the Items screen, in between the blue buttons on the right and the Qty on hand gray boxes, right click and click on List Jobs Orders on the list.
4Go to Materials section
Once in the Job Orders section, click on Materials
5Pick the correct operation
There are 4 that we usually go with. 40- Flatbed Printing, 50 - Rollprinter production, 60 - Vinyl Cutting, 70 - Cutter/Router. Choose the operation that best explains what the majority of your job involved.
6Click on Material
Type in GC. This stands for Graphics Costing
7Go to Costs tab
Put your excel sheet cost into this field and Save.
8Go to Miscellaneous Receipt
Once the cost is in the Job Materials section, go to Miscellaneous Receipt. Type GC in the items field. Quantity is always 1 for a tradeshow so put 1 in Quantity. Type the same cost from the Excel sheet in the Material Cost field.
9Click on Lot
I suggest copying and pasting the full order number into this field (i.e. SHOW000058, not SHOW58)
10Click on Reason
Always put DP as the reason. It means Digitally Produced.
11Click on Receive
12Go to Job Material Transactions Screen
GC is an item number that can be used for anything. To keep from getting confused with another order that is using GC as well, you MUST issue that GC out right after receiving it. Type in the job number and the correct suffix and tab.
13Click on Select All
You should see material show up with the correct order number and cost associated with it. If you do, click Select All, then click Process.
14Go to Unposted Job Transactions
This is how to close any job we do. Close it just like another job, using the correct Job number and suffix. Make sure to save.
15Click on Post Job Transactions
Tradeshow job numbers are always 1, so close with a qty of 1. Don't forget to check both Close Job and Oper Complete boxes.
163rd Costing Type - GP Costing
This costing type requires the least processes in SL.
17Cost items in the Material Planner Workbench
This is done every morning, the same way we get to the GPJ Material Planner Workbench. However, instead of clicking on the checkboxes and generating orders, right click on the items and click on Details. This will lead you to the Items screen.
18In the Items Screen, click on List Customer Orders
You will come to a screen that shows the item's quantity and order associated. Make sure you are only costing the items that are off pending dates. For the items/orders that have real due dates, locate the layout PDF associated with the order/item. Get your costs based off the information on the layout (materials involved, how many graphics to set up, and sizes)
19Go to Miscellaneous Receipt
Once you have gotten costs for all the items you needed to cost for, go to Miscellaneous Receipt and type item # into the Item section.
20Quantity
Unlike Tradshows and Jobshops, you will need to put in the quantity of the item that the Customer Order listing showed. Fill in the rest of the information as the other 2 types (Order number in Lot and DP for Reason). You are then done!
