How To Get The Total Cost of Shortages On A Requirements List

CCRQBOM can generate a requirements list, a report that shows what items you need to purchase if you want to build a required quantity of an assembly. I’ll show you how to add some calculated fields to the report to provide total shortage cost calculation.

Here is a requirement list to build a quantity 5 of assembly 0050-MC.

This uses the standard report template that comes with CCRQBOM.

To modify this template I will select the requirements template from the forms menu.

Select the requirements list option in the edit reports window and click the edit button. This opens (sometimes after a bit of a delay) the report designer window. Please note that this window may look a bit different with some versions of CCRQBOM, but the elements should all be the same.

Adding Columns

I rearranged a few of the columns by deleting them (right click on column, select delete and then column) and resizing them. Then, I’m going to add two columns to the right side of the report by right clicking on the last column, selecting insert, and then column to right. Note that you have to do this separately for the column headings and column details.

Change the column headings by double clicking on them and typing in the text you want.

For one of the columns I want to show the item cost. Click on the column that you want to use, to select it. Click on the small > symbol to open the task window for that column. In data binding locate the MasterData section, expand that and locate the MasterDataRequiredData section. Select ItemCost from the list.

Creating a Calculated Field

The next step is to add a calculated field to hold the item cost X shortage value.

In the field list find the MasterDataRequiredData seciton of MasterData. Right click on this section to select Add Calculated Field. This adds a calculated field to the field list. In the property grid lower on the screen you should see the properties for this field. Change the name of the field, then select expression and click the “…” symbol. In the expression editor select the fields section. Locate ItemCost and double click it to add it to the expression. Double click the “X” symbol to add that. Then double click the Shortage field to add that. Click OK to save this expression.

Select this ShortCost field for the data binding for the last column, as we illustrated before with the ItemCost field.

Add the Sum to the Footer

We have a column that shows the calculated cost of the shortage. Now we want to add the sum of this to the report.

First, we want to add a GroupFooter Band to the report, to have a place to hold the sum. This will put the sum at the end of the report for each assembly.

Right click on the Detail band, select Insert Band and then GroupFooter.

In the field list, find the ShortCost field and drag it to the GroupFooter.

Position the field to where you want it, resize the GroupFooter as appropriate.

As we illustrated above, select this added field and click on the < pip to get the task window. Click the ellipsis (…) next to summary.

Select the Group option in Summary Running.

Save your report with the File/Save As menu option and give it a name.

Here is our modified report, showing the unit cost for each item, the shortage cost per item, and a sum of the shortage cost at the bottom.

Tags: Form Editing, Requirements List, Tutorial

Category: CCRQBOM