🧮 walter75 - Calculation

Advanced product cost calculation and pricing engine with formula support

Manufacturing Costing Pricing Simulation

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📋 Overview

A comprehensive cost calculation and pricing solution for manufacturing companies. Calculate precise product costs based on Bill of Materials (BOM), Routing, and custom formulas. Support for lot size simulations, production order tracking, post-calculations, and flexible calculation templates with variables.

📐 Formula Engine

Powerful formula parser with custom variables and functions

🏭 BOM Integration

Automatic material cost calculation from Production BOMs

⚙️ Routing Integration

Labor and machine cost calculation from Routings

📊 Lot Size Simulation

Compare costs across different production quantities

📝 Templates

Reusable calculation templates with line structures

🔄 Post-Calculation

Compare planned vs. actual costs after production

🔢 Technical Details

Object ID Range: 90800-90899

Dependencies: None (standalone app)

Target Platform: Business Central Cloud 27.0+

📦 Installation

1

Download Extension

Download the latest .app file from Releases

2

Install in Business Central

Install via Extension Management in Business Central

3

Configure Number Series

Open Sales & Receivables Setup and assign number series for SEW Calc Nos.

4

Create Variables & Templates

Set up calculation variables (e.g., overhead %) and templates

🏗️ Architecture

Core Components

Tables (Data Model)

• 90800 SEW Calc Template: Calculation template definitions
• 90801 SEW Calc Variable: Reusable calculation variables
• 90802 SEW Calc Template Line: Template line structure
• 90803 SEW Calc Header: Calculation header (master record)
• 90804 SEW Calc Line: Calculation detail lines with formulas
• 90805 SEW Calc Simulation Header: Lot size simulation headers
• 90806 SEW Calc Simulation Line: Simulation scenario lines
• 90807 SEW Calc History Entry: Calculation change history

Codeunits (Business Logic)

• 90850 SEW Calc Engine: Main calculation engine with formula evaluation
• 90851 SEW Calc Formula Parser: Formula parsing and variable substitution
• 90852 SEW Calc Price Management: Price source handling (BOM/Routing)
• 90853 SEW Calc Template Management: Template lifecycle (copy, release, archive)
• 90854 SEW Calc Simulation Mgt.: Lot size simulation engine
• 90855 SEW Calc Integration Mgt.: Sales integration event subscribers
• 90856 SEW Calc Production Integ: Production order cost tracking
• 90857 SEW Calc Post-Calculation: Post-calculation creation and comparison

Pages (User Interface)

• 90820-90823: Template management pages
• 90830-90838: Calculation pages (cards, lists, subforms, history)

Reports

• 90885 SEW Calculation Report: Print calculation breakdown

🔗 Integrations

Item Card Extensions

New Fields on Item Card:

• SEW Last Calc No.: Most recent calculation for this item
• SEW Default Template Code: Default template for new calculations

New Actions:

• New Calculation: Create calculation directly from item
• Calculations: View all calculations for this item
• Last Calculation: Open most recent calculation

Sales Quote Integration

New Fields on Sales Quote:

• SEW Default Calc Template: Default template for quote lines
• SEW Auto Calculate: Auto-create calculations for new lines

New Fields on Sales Line:

• SEW Calc No.: Linked calculation
• SEW Calculated Cost: Cost from calculation
• SEW Calculated Margin %: Margin percentage
• SEW Target Price: Suggested selling price
• SEW Material/Labor/Overhead Cost: Cost breakdown

FactBox:

• Cost Breakdown FactBox: Visual cost/margin analysis

Production Order Integration

New Fields on Production Order:

• SEW Calc No.: Linked calculation
• SEW Planned Cost: Target cost from calculation
• SEW Actual Cost to Date: Running actual cost
• SEW Cost Variance/Variance %: Deviation from plan
• SEW Alert Threshold %: Alert trigger level (default 10%)
• SEW Cost Alert: Indicator when threshold exceeded

🎯 Key Features

Formula Engine

System Variables

Reference calculated values from BOM/Routing:

• {MATERIAL} - Total material cost from BOM
• {LABOR} - Total labor cost from Routing
• {OVERHEAD} - Total overhead cost
• {TOTALCOST} - Sum of all costs

Custom Variables

Define reusable variables with types:

• Percentage: Apply as decimal (20% = 0.20)
• Absolute Value: Fixed amount
• Factor: Multiplier (1.2 = 20% markup)

Example: 100 * {OVERHEAD-PCT} where OVERHEAD-PCT = 20 (20%)

Formula Syntax

Supports standard math operators with precedence:

• + Addition
• - Subtraction
• * Multiplication
• / Division
• () Parentheses for grouping

Example: ({MATERIAL} + {LABOR}) * (1 + {OVERHEAD-PCT})

Price Source Selection

Flexible Cost Sources:

Choose where to get material and capacity costs:

• Item Costs: Unit Cost, Last Direct Cost, Last Purchase Price, Standard Cost
• Work Center: Direct Cost, Overhead Rate
• Machine Center: Direct Cost, Overhead Rate

Lot Size Simulation

📊 Multiple Scenarios

Compare costs at different production quantities

💰 Unit Cost Analysis

See how unit costs decrease with volume

📈 Break-Even Calculation

Calculate minimum quantity for profitability

🎯 Recommended Scenario

Algorithm suggests optimal lot size

Post-Calculation

Compare Planned vs. Actual:

After production is finished, create a post-calculation to:

• Capture actual material consumption from item ledger
• Capture actual labor time from capacity ledger
• Calculate cost variances (material, labor, overhead)
• Generate variance report for analysis

Change History

Every change to a calculation is tracked:

• Field-level tracking: What changed, old/new values
• User tracking: Who made the change
• Timestamp: When it happened
• Change type: Created, Modified, Archived, Deleted, Released

🚀 Usage Flow

1

Create Template

Define calculation structure with formulas and variables

2

Create Calculation

Apply template to item, specify lot size and parameters

3

Calculate Costs

Engine retrieves BOM/Routing data and evaluates formulas

4

Simulate (Optional)

Run lot size simulation to optimize production quantity

5

Release & Transfer

Release calculation and transfer costs to Item card

6

Link to Sales/Production

Use calculation in sales quotes or production orders

7

Post-Calculation (Optional)

After production: compare planned vs. actual costs

📊 Business Value

💰 Accurate Costing

Precise product costs based on actual BOM and Routing data

📈 Better Pricing

Calculate target prices based on desired margins

🎯 Optimized Production

Find optimal lot sizes through simulation

📉 Cost Control

Track actual vs. planned costs during production

⚡ Faster Quoting

Quick cost calculations directly from sales quotes

📝 Audit Trail

Complete history of all calculation changes

🔒 Permissions

Permission Sets

• SEW Calc Full (90899): Full access (RIMD on all objects)
• SEW Calc Read (90898): Read-only access

📚 Documentation

• 📖 User Guide - Complete end-user documentation
• 📋 Changelog - Version history
• 💻 Source Code - GitHub repository

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License: MIT License - see LICENSE file for details

Author: Sebastian Walter (@walter75) | Support: GitHub Issues | walter75.de

Personal open-source project - not a commercial service

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