About Cost Code Selection Criteria

Introduction

Cost Code selection criteria are used when defining cost code rules to build the code string for certain business events. It is also possible to define several rules over time by specifying the validity period, by using Valid From and Valid Until fields in the Work Task Cost Code Rules window.

Available Criteria

1. Has Customer: This field gives the option to select the customer existence when defining a Cost Code rule.


• If you select Yes, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task has a customer.
• If you select No, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task does not have a customer.
• If you define neither Yes nor No, this field would not be considered when selecting the cost code for work task transactions.

 

2. Internal Customer: This field gives the option to select the internal customer existence when defining a Cost Code rule.


• If you select Yes, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task has an internal customer.
• If you select No, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task does not have an internal customer.
• If you define neither Yes nor No, this field would not be considered when selecting the cost code for work task transactions.

 

3. Has Service Contract: This field gives the option to select the service contract availability when defining a Cost Code rule.


• If you select Yes, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task has a service contract.
• If you select No, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task does not have a service contract.
• If you define neither Yes nor No, this field would not be considered when selecting the cost code for work task transactions.

 

4. Has Customer Warranty: This field gives the option to define the cost code rules by considering the warranties given to a customer for sold parts(customer warranty).


• If you select Yes, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task has a customer warranty.
• If you select No, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task does not have a customer warranty.
• If you define neither Yes nor No, this field would not be considered when selecting the cost code for work task transactions.

 

5. Has Supplier Warranty: This field gives the option to define the cost code rules by considering the availability of supplier warranty.


• If you select Yes, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task has a supplier warranty.
• If you select No, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task does not have a supplier warranty.
• If you define neither Yes nor No, this field would not be considered when selecting the cost code for work task transactions.

 

6. Has Project Connection: This field gives the option to define the cost code rules by considering project connection availability.


• If you select Yes, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task has a project connection.
• If you select No, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the particular work task does not have a project connection.
• If you define neither Yes nor No, this field would not be considered when selecting the cost code for work task transactions.

 

7. Is Repair Work Order: This field gives the option to define the cost code rules by considering whether a work order is a repair work order.


• If you select Yes, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the work order is a repair work order.
• If you select No, the respective cost code defined in the cost code rule will only be used for work task transactions; only if the work order is not a repair work order.
• If you define neither Yes nor No, this field would not be considered when selecting the cost code for work task transactions.

 

8. Valid from /Valid until: Valid from and Valid until fields are used to define the validity period of the cost code rules. Here, the valid from is a mandatory field. If no valid until value is given, the system considers no expiration date for the cost code rule.

Example: Three cost code rules are defined. All the criteria mentioned from 1 to 7 are same for all three cost code rules, but the date range varies as below.

Rule no	Cost Code	Valid from	Valid until	Description
1	CC1	01.01.2017	01.01.2019	Cost Code CC1 will only be valid from 01.01.2017 to 01.01.2019 when selecting cost codes for work task transactions.
2	CC2	02.01.2019	02.01.2020	Cost Code CC2 will only be valid from 02.01.2019 to 01.01.2020 when selecting cost codes for work task transactions.
3	CC3	02.01.2020		Cost Code CC3 will be valid from the day 02.01.2020

Note: The system generates an error message if any cost code rule overlaps with each.

 

9. Evaluation Order: When selecting cost codes for work task transactions, this mandatory field is used to prioritize the cost code rules. Evaluation order prioritization starts with 1 (highly prioritized) to any number.

Example: Two cost codes are defined. All the criteria mentioned from 1 to 8 are same for all three cost code rules, but the Evaluation Order is different.

Rule no	Cost Code	Valid from	Valid until	Evaluation Order
4	CC4	01.01.2018	01.01.2019	1
5	CC5	01.01.2018	01.01.2019	2


The cost code CC4 is used for the particular work task transaction as the Rule no 1 has the higher evaluation order.