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. The last cost model selected is shown at the top of the page. To change cost models, select another one from the Select cost model drop-down.

3. Under the Methods section, click 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. Click the link in the "Create or select a version here" text within the table.

   2. In the Modify a cost model dialog, from the Cost method exclusion drop-down, do one of the following and click 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. Click the link in the cost model's name in the table's header.

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

   • To edit an exclusion, click its edit 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. 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.

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.