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You can assign the overhead categories to an item, and define when the overhead rate applies, and to what location. Assigning an overhead rate category to an item allows the overheads to be broken down across the multiple accounts that were defined for the overhead category.

To assign overhead rates to an item

  1. Open an Item card.

  2. On the Invoicing FastTab, click the Overhead Categories field. The Item Overhead Rates window opens.

  3. If you only want the overhead rate to apply to certain locations, select a location code.

  4. In the Overhead Rate Code field, select the overhead rate. This determines the posting groups that will be used.

  5. In the Overhead Rate field, enter the overhead rate, which is the amount that will be applied for each unit of measure code. The Overhead Rate (Base UOM) field is automatically populated.

  6. Select the unit of measure code. The value can only be the base UOM or a weight UOM.

    • If you do not want the overhead to be calculated based on weight, select the base UOM.

    • If the item is a variable weight item, and you want the overhead to be calculated based on an item's weight, then select a weight UOM. If a weight UOM is entered, then the value in the Overhead Rate (Base UOM) field is calculated based on the quantities defined for the item's unit of measure.

  7. If you want the overhead rate to apply to a certain time, enter values in the Starting Date and Ending Date fields.

  8. Click OK.

    The total of the overhead rates is returned to the Overhead Categories field on the Item card. The Overhead Rate field is cleared and can no longer be manually populated.

    The Overhead Categories field on the Stockkeeping Unit Card window is also populated, and shows the total overhead, but if any of the overhead rates are for the stockkeeping unit's location, then that overhead rate will override the same overhead rate code with a blank location.

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