About the Product Cost Details Form

This service stores detailed information about various expenses incurred with getting a product to market.

AP Integration Tab

If your organization uses Aptify's Accounts Payable (AP) integration feature for processing product costs, then the information on this tab (except the Original Product Cost Detail and Scheduled Transactions fields) is automatically filled in by the AP Integration wizards. See How Aptify Integrates with an Accounts Payable System to Process Refunds for details.

AP Export Run

This field links to the AP Export Runs record associated with this product cost.

Date Exported To AP

This field specified the date and time at which this product cost's details were exported to be processed by an AP System.

AP Import Run

This field links to the AP Import Runs record associated with this product cost.

Date Imported From AP

This field specifies the date and time at which this product cost check information was imported into Aptify from an AP system.

AP Check #

This field specifies the check number associated with the product cost. This information is automatically populated following an AP Import Run.

AP Date Paid

This field specifies the date on the check associated with the product cost. This information is automatically populated following an AP Import Run.

AP Payee Name

This field specifies the person or company who appears on the check associated with the product cost. This information is automatically populated following an AP Import Run.

Original Product Cost Detail

This field specifies the original product cost details record if the current product cost is an adjustment to another product cost. Note that this field is for tracking purposes only.

Scheduled Transaction

This field specifies the scheduled transaction associated with the product cost. This field is linked to the Schedule Transactions service and is automatically populated when a product cost is approved. See Creating Product Cost Details for more details.

Attachments Tab

The Attachments tab lists any files relevant to the Product Cost Details record.

Comments Tab

The Comments tab lists any comments relevant to the Product Cost Details record.

General Tab

Summary

A brief description of the cost.

Parent

Name of the parent record if the record is a child of another Product Cost Details record.

Product (Required)

The name of the product associated with the cost. This field links to the Products service.

Product Cost Type (Required)

The cost type of the product. This field links to the Product Cost Types service.

Vendor

The name of the vendor associated with the expense. This field links to the Companies service,

Vendor Contact (Required)

The name of the vendor contact associated with the expense. This field links to the Persons service.

Date Estimated

The estimated date in which the product/service is to be delivered and paid.

Estimated Amount

The estimated amount of the expense.

Date Finalized

Date the product/service was finalized or delivered.

Final Amount

The finalized amount of the product or service.

Status

The status of the product cost. The available options are Pending, In Review, and Approved.

Details Tab

This tab is used to store more information about the cost, as needed.