Individual Cost Sheet Tabs
Clicking the name of any cost sheet opens that cost sheet in a separate tab. The tab name is the same as the cost sheet name.
Cost Sheet Details
This tab displays the cost sheet details for the cost sheet whose name appears in the tab. The tab also indicates whether the cost sheet is a primary, an active, or a what if cost sheet. The system displays Primary Cost Sheet Details for primary cost sheets, Cost Sheet Details for active cost sheets, and What If Cost Sheet Details for what if cost sheets.
Cost sheet details include the Cost Sheet Identification and Cost Sheet Variations boxes. It also includes the Associated Documents and System Information boxes.
The Cost Sheet Identification box contains basic information about the cost sheet, including the Name of the cost sheet, the Sourcing Configuration, the Season that the cost sheet is associated to, and the Specification that the cost sheet is associated to, if applicable. The Cost Sheet Identification box also displays which Type in the type hierarchy that the cost sheet was created on.
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This type is different from the designation of primary, active, or what if cost sheet types.
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The Cost Sheet Variations box displays the associated variations for the cost sheet, as well as the representative value for each variation. The variations displayed are Colorways, Destinations, Product Size Definition, and values for sizes 1 and 2, if applicable.
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The system displays the labels entered for size 1 and size 2.
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The box also displays the Representative Colorway, the Representative Destination, the Representative Size, and the second Representative Size values, if applicable.
You can use the Associated Documents box functionality to view associated documents, as well as add and remove reference documents to and from the cost sheet. You can also view select system metadata about the cost sheet in the System Information box.
Cost Sheet Actions
In addition to the cost sheet details, individual cost sheet tabs also contain the copy icon
, as well as an
Actions menu.
| The options available for selection from the Actions menu vary by which kind of cost sheet you are viewing. |
• Clicking the copy icon
copies the current cost sheet to the clipboard. See
Copying Cost Sheets for more information.
• Selecting Update takes you to the Update Product Cost Sheet page, where you can update the cost sheet name, associated variations, and other attributes.
• Selecting Iteration History takes you to the Season Iteration Details page.
Certain options in the Actions menu are only available from specific kinds of cost sheets. The following table outlines the additional options.
| These types (primary, active, and what if) are different from the hierarchical types within PTC FlexPLM. |
Action | Description | Applicable Cost Sheet Type |
Update | Allows you to update the cost sheet. After making your changes, click Save to update the cost sheet. | Active, What If |
Delete | Allows you to delete the cost sheet. The system prompts you to confirm your action. Click OK to permanently delete the cost sheet. | Active, What If |
Set As Primary | Sets the current active cost sheet as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. This action applies to multi-costing mode. | Active |
Set As What If | Sets the current active cost sheet as a what if cost sheet for the associated season and source. Because you can have multiple what if cost sheets associated to a single season and source combination, any existing what if cost sheets remain what ifs. This action applies to single costing mode. | Active |
Set As Active and Primary | Sets the current what if cost sheet as an active cost sheet, and also designates it as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. Because you can have multiple active cost sheets associated to a single season and source combination, any existing active cost sheets remain active. | What If |
Copy As Active | Copies the corresponding cost sheet as an active cost sheet. This action applies to multi-costing mode. | Active, Primary, What If |
Copy As What If | Copies the corresponding cost sheet as a what if cost sheet. This action applies to single costing mode. | Active, Primary, What If |
Discuss | Opens a Discussions window where you can leave comments and discuss the selected cost sheet with other users. See Discussions for more information. | Active, What If |
Subscriptions | | Active, What If |
Iteration History | Allows you to view the iteration history for the cost sheet. | Active, What If |
Cost Sheet Iterations
The Cost Sheet Product Iteration Details page displays the Iteration History table, which contains the following columns:
• The All column contains a checkbox that is used to compare iterations. This column only appears when there are multiple iterations of a single cost sheet.
• The Iteration column displays the name of the iterations.
• The Iteration Status column displays whether the corresponding cost sheet iteration is currently checked in to the system.
• The Modified By column displays the name of the user who modified the corresponding iteration.
• The Modified On column displays the date and time that the corresponding iteration was last modified.
• The Created By column displays the name of the user who created the corresponding iteration.
• The Created On column displays the date and time that the corresponding iteration was created.
You can view additional details on each iteration.
• Click the name of any iteration to open that iteration on the product’s Costing page.
• Click Current Iteration to open the current iteration on the product’s Costing page.
• To compare iterations of the cost sheet, select the checkboxes for the corresponding cost sheets that you want to compare.
| You can also select the All checkbox to select all iterations. |
After you have made your selections, click Compare Iterations. The cost sheet attribute values appear side by side. Attributes whose values are different from those of the previous iteration are highlighted in green. This allows you to easily identify changes between iterations. Click Back to return to the Cost Sheet List tab.
