Cost Synchronization

After updating item costs, quickly push the changes to other, dependent areas, including new and existing service orders, using cost synchronization.

Cost Synchronization Hierarchy

Costs are maintained at four different levels within Enterprise.  The level at which the cost synchronization is performed, and the options selected, will determine the items updated.

Cost synchronization updates can be pushed down according the the following hierarchy, listed highest to lowest:

1. Inventory Items
2. Resources
3. Price Lists 
4. Order Items

For example, completing the cost synchronization at the inventory item level allows the update to be pushed to associated resources, price lists, and order items.  A cost synchronization performed at the price list level can be pushed to update order items on new or existing orders.

Inventory Item Level Cost Synchronization

When the cost of an item is changed at the inventory item level, a cost synchronization performed on the inventory item can push updates to resources, price list items and existing order items.  The change will also be in effect for new service orders.

The field used in this process is the Last Purchase Cost field on the Inventory Item record.  This field is updated when receipt of the item is recorded or when an adjustment is made using inventory transactions.

To synchronize costs from the inventory item level:

1. Navigate to the Inventory Items page and select the item(s) to sync. Use Ctrl+Click or Shift+Click to select multiple items.
2. Right-click on the selection and select Tools > Cost Synchronization.  The Cost Synchronization window opens.
3. Select the price list(s) to update with the new costs.
4. If updating existing orders:
   1. Check the Update Service Orders checkbox.
   2. Apply the necessary filters to determine the orders to update.
5. Click OK.

Resource Level Cost Synchronization

When the cost of an item is changed at the resource level, a cost synchronization performed on the resource can push updates to price list items and existing order items.  The change will also be in effect for new service orders. Synchronization from the resource level is the most common application.

To synchronize costs from the resource level:

1. Navigate to the Resources page and select the resource(s) to sync. Use Ctrl+Click or Shift+Click to select multiple items.
2. Right-click on the selection and select Tools > Cost Synchronization.  The Cost Synchronization window opens.
3. Select the price list(s) to update with the new costs.
4. If updating existing orders:
   1. Check the Update Service Orders checkbox.
   2. Apply the necessary filters to determine the orders to update.
5. Click OK. 

Price List Level Cost Synchronization

When the cost of an item is changed at the price list level, a cost synchronization performed on the price list item can push updates to existing order items only.  The change will also be in effect for new service orders.

To synchronize costs from the price list level:

1. Navigate to the Price List page and select the price list with the item(s) to sync. 
2. Right-click on the selection and select Edit. The Edit Price List window opens.
3. In the Price List Items tab, select the item(s) to sync. Use Ctrl+Click or Shift+Click to select multiple items.
4. Right-click on the selection and select Tools > Cost Synchronization.  The Cost Synchronization window opens.
5. Apply the necessary filters to determine the orders to update.
6. Click OK.