Defining a cost method exclusion

To define a cost method exclusion:

  1. From the Enterprise Decision Support home page, in the Cost accounting section, click Modify a cost model or Create a cost model.

  2. If modifying a cost model, select the model from the Select cost model drop-down at the top of the page.

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

  4. To create or select an existing cost method exclusions table version to assign to this cost model, above the table, click the gear icon next to Version.

  5. In the Modify a cost model dialog, from the Cost method exclusion drop-down located at the bottom of the page, do one of the following, and click Save:

    • To create a new version of the cost method exclusions table, click 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 you 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, click Add definition at the top of the page.

    • To edit an exclusion, click the notepad icon in the Actions column.

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

    Field Description
    Name

    Type a name for the exclusion.

    Description Type a description for the exclusion.
    Add a filter Use the Filter Wizard to identify what cost items in the Cost Detail table to exclude from processing. Use the Filter Wizard to identify what cost items in the Cost Detail table to exclude from processing. For instructions on using the Filter Wizard, see "Using the Filter Wizard" in the online help.
  8. Do one of the following:

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

    • 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.