| Customize Items in Budget (tpptc1255m000) |  |
| Use this session to customize a range of material budget lines. This is only relevant for standard items of type Manufactured that have a to-order policy or for generic items that are configured in Product Configuration or in the Configurator templates. The project status and the budget status must be Free or Active. The budget line is updated with the customized item. If the budget line quantity is zero, it is updated to one. You can create one or more new PCS projects, or use an existing one. Note If you copied a project or a budget, you must run this session to customize the items on the budget lines of the new project. The copied items are no longer customized, as the link with a PCS project is project-specific.
Fields | Description
Project | Enter the project for which the items must be customized.
Project | The description or name of the code.
Plan | This is the plan of the project that is displayed if the project has an activity budget. If a leading plan is defined, this field is automatically filled. If no leading plan is defined, the field remains empty and you can enter a plan manually.
Plan | The description or name of the code.
Activity | The From and To fields define a range of: activity.
Activity | The From and To fields define a range of: activity.
Element | The From and To fields define a range of: element.
Element | The From and To fields define a range of: element.
From Item | The From and To fields define a range of: item.
To Item | The From and To fields define a range of: item.
New PCS Project for each budget line | If this check box is selected, a new PCS project is created for each budget line item that needs to be customized. Note that this option results in a number of PCS projects, and this can generate in a great deal of administrative work.
One new PCS Project for all budget lines | If this check box is selected, a new PCS project is created for the first item to be customized. This same PCS project is used for all the other items to be customized.
Existing PCS Project for all budget lines | If this check box is selected, you must enter a PCS project in the PCS Project field. This PCS project is used for all budget lines that require customization. The existing PCS project must meet the following conditions: The PCS project status must be Free, Active, or Simulated. The PCS project type cannot be Budget. The Engineering Allowed check box in the Projects (tipcs2101m000) session must be selected. The PCS project is not linked to another ERP LN Project.
Without PCS Project (Only for Generic, Anonymous Items) | If this check box is selected, Infor ERP LN creates a new standard item, with no PCS project defined. The standard item is created from the generic item, based on the product variant defined in the budget lines. Note The generic item must have the Order Policy set to Anonymous. Note The new standard item has the Order Policy set to To Order.
PCS Project | Enter an existing PCS project for customization.
Cost Price Calculation | If this check box is selected, the cost price is calculated for the customized item, but the cost price of the item on the budget line remains the same. You can also calculate the cost price with the Calculate Cost Prices by Project (tipcs3250m000) session.
Update Cost Price of Budget Line | If this check box is selected, the cost price is calculated and updated in the Calculate Cost Prices by Project (tipcs3250m000) session and entered in the Cost Price field of the items in the budget. If you leave this check box unselected, your original budget cost price is retained.