Define a cost method exclusion

To define a cost method exclusion:

  1. From the Enterprise Decision Support home page, in the Cost accounting drop-down, select Modify a cost model.

  2. The last cost model selected appears in the Select cost model drop-down. To change cost models, select another one from the Select cost model drop-down.

  3. Under the Methods section, select Define method exclusions.

  4. If there is not an existing cost method exclusions table version assigned to this cost model, the table will be empty.

    1. Select the link in the "Create or select a version here" text within the table.

    2. In the Modify a cost model dialog box, from the Cost method exclusion drop-down, do one of the following, and select Save:

      • To create a new version of the cost method exclusions table, select Create new version.

      • To assign an existing version of the cost method exclusions table, select the version from the list.

  5. If there is an existing cost model exclusions table version assigned to this cost model, and you would like to modify it:

    1. Select the link in the cost model's name in the table's header.

    2. In the Modify a cost model dialog box, from the Cost method exclusion drop-down, do one of the following, and select Save:

      • To create a new version of the cost method exclusions table, select Create new version.

      • To assign an existing version of the cost method exclusions table, select the version from the list.

    NOTE: Steps 4-5 are optional. As part of the initial set up of the cost model, the version has likely already been created or selected. This step simply provides a quick-and-easy way to select another version to use, or create a new one from scratch, if needed.

  6. In the Define cost method exclusions page, do any of the following to configure the cost method exclusions table:

    • To add an exclusion, select + Add exclusion.

    • To edit an exclusion, in the Actions column, select its edit icon .

  7. In the Add/Edit exclusion dialog box, complete the following fields, and select Save:

    Field Description
    Name

    Enter a name for the exclusion.
    Description Enter a description for the exclusion.
    Cost category <Required> From the drop-down, select a cost category for the exclusion.
    Add a filter Use the Filter Wizard to identify what cost items in the Cost Detail table to exclude from processing. For instructions about using the Filter Wizard, see "Using the Filter Wizard" in the online help.

  8. If you are creating a new model, the next step is to define markup groups. In the bottom right corner of the page, select Next, or at the top of the page, select the Markup group definitions tab.

  9. If you are modifying an existing cost model, you can continue making changes to other parts of the model, or go directly to processing the cost model if this is your only change.

    IMPORTANT: When making any changes to an existing cost model, you must reprocess it in order for the results to reflect the changes.