Enable Display Prices on Order Guides for each Accounting Category
COGS Maintenance Category Sections
Create Cost of Goods report template
Create Category Sections
Enable or Disable Show Category Section on Report
Define sections Parent Sections
Define Sales Departments the report will use as a divisor when calculating Usage on the Cost of Goods Report
Note, Your COGS Rollup view will only show COGS Categories that include at least one COGS Account which has been given a Department assignment in COGS Maintenance.
Define Accounting Categories that each section will use when pulling in purchases.
COGS Maintenance Prerequisites
Before setting up COGS Maintenance it is best to ensure the following references are complete.
This will ensure you have all the required Accounts and Sales Departments configured for reporting on your Cost of Goods Sold Report.
Important Info to note before changing COGS Maintenance
If you are unsure how to re-design your Cost of Goods sold report consult with Decision Logic
Moving PPC Accounts to new accounting categories requires a historical COGS and TvA update
When to make Changes in COGS Maintenance
Below are some common reasons for changing COGS Maintenance
An Accounting Category needs to be moved out of 1 primary section into another
Example:
You have set up the Accounting Category 'Grocery' under Food but all ingredients in the grocery section should be moved to 'Bar Supplies' Accounting category.
All Ingredients using Grocery need to be reassigned
TvA and COGS Update
An Accounting category is not being divided by the correct sales totals
Modify under Sections > Departments by adding or removing sales departments
A historical COGS and TvA update may be required
E-Invoices are not importing
Some vendors e-invoices may fail to import if you have set the vendor up to use a PPC Account that is not assigned to an Accounting Category in COGS Maintenance.
To resolve
Assign the PPC Account to an Accounting Category in COGS Maintenance
Assign the PPC Account to a Section
Table of Contents
For additional questions or assistance please submit a support ticket by visiting the Decision Logic Help Center.