Opportunity costs

In Current RMS, you may set costs up against your products and services. When you add items to an opportunity, Current will automatically cost your opportunity and calculate profitability for you.

Costs are related to opportunity item assets. You can add and change costs on the Costs view on an opportunity.

Document layouts

The cost object can be accessed in document layouts against the following modules:

Opportunity

{% for cost in order.costs %}
  {{ cost.subject }}
{% endfor %}

Against an opportunity item asset:

{{ asset.cost.subject }}

Purchase order

{% for item in order.items %}
  {% if item.is_item? %}
    {{ item.opportunity_cost.subject }}
  {% endif %}
{% endfor %}

Discussion templates

The cost object can be accessed in discussion templates against the following modules:

Opportunity

{% for cost in opportunity.costs %}
  {{ cost.subject }}
{% endfor %}

Against an opportunity item asset:

{{ asset.cost.subject }}

Purchase order

{% for item in purchase_order.items %}
  {% if item.is_item? %}
    {{ item.opportunity_cost.subject }}
  {% endif %}
{% endfor %}

actual_cost

Returns an opportunity cost's actual cost.

Input

{{ cost.actual_cost }}

Output

1200.0

asset

Returns opportunity item asset objects for an opportunity cost's related asset.

Input

{{ cost.asset.asset_number }}

Output

ETC-001

Opportunity item assets

attachments

Returns attachment objects for an opportunity cost.

Input

{% for attachment in cost.attachments %}
  {{ attachment.attachment_url }}
{% endfor %}

Output

https://s3.amazonaws.com/current-rms/f7b92d60-1421-0132-8004-0401207f6801/attachments/473/original/Ann_Veal.jpg

Attachments

chargeable_days

Returns an opportunity cost's chargeable days.

Input

{{ cost.chargeable_days }}

Output

1.0

charging_periods

Returns charging period objects for an opportunity cost.

Input

{% for period in cost.charging_periods %}
  {{ period.name }}
{% endfor %}

Output

Week

Charging period

cost_date

Returns an opportunity cost's date.

• For sub-rentals and purchases, this is the start date of the opportunity.

• For sub-contracts and services, this is the start date of the related service opportunity item.

• For manual costs, this is the date you set against the cost when creating it.

Input

{{ cost.cost_date }}

Output

2022-07-17

cost_group_name

Returns an opportunity cost's cost group name.

Configure cost groups in System Setup > Cost Groups.

Input

{{ cost.cost_group_name }}

Output

Crew

cost_type_name

Returns an opportunity cost's cost type name.

• Manual

• Purchase

• Service

• Sub-Contract

• Sub-Rental

Cost type names are returned in your locale language, set against your user profile.

Input

{{ cost.cost_type_name }}

Output

Sub-Rental

description

Returns an opportunity cost's description. This is called a note in the web interface.

Input

{{ cost.description }}

Output

Collection from 4pm Tuesday.

ends_at

Returns an opportunity cost's end date.

• For sub-rentals and purchases, this is the end date of the opportunity.

• For sub-contracts and services, this is the start date of the related service opportunity item.

• For manual costs, this is the date you set against the cost when creating it.

Input

{{ cost.ends_at }}

Output

2022-06-17 09:00:00 +0100

id

Returns an opportunity cost's ID.

The ID is an internal identifier for a record in our databases. It's not exposed in our web interface.

Input

{{ cost.id }}

Output

5901

image_attachments

Returns attachment objects for an opportunity cost. Only returns those that have a file type of image.

Input

{% for attachment in cost.image_attachments %}
  {{ attachment.attachment_url }}
{% endfor %}

Output

https://s3.amazonaws.com/current-rms/f7b92d60-1421-0132-8004-0401207f6801/attachments/473/original/Ann_Veal.jpg

manual_cost?

Returns true where an opportunity cost is a manual cost; false otherwise.

Input

{{ cost.manual_cost? }}

Output

true

price

Returns an opportunity cost's price.

When working with automatic costs, the price is used to calculate the provisional cost total. Returns 0.0 for manual costs.

Input

{{ cost.price }}

Output

20.0

price_unit

Returns an opportunity cost's price unit. Used for sub-rentals only.

Input

{{ cost.price_unit }}

Output

Weekly

provisional_cost

Returns an opportunity cost's provisional cost.

• Automatic costs are entered as provisional by the system. This is because you might like to 'correct' them by adding an actual cost.

• When creating a manual cost, you may specify the provisional and actual costs.

Input

{{ cost.provisional_cost }}

Output

140.0

purchase_order

Returns purchase order objects for an opportunity cost.

Input

{{ cost.purchase_order.number }}

Output

101

Purchase order

quantity

Returns an opportunity cost's quantity.

Manual costs return 1.0.

Input

{{ cost.quantity }}

Output

1.0

reference

Returns an opportunity cost's reference. Only returned for manual costs.

Input

{{ cost.reference }}

Output

AB

service_unit_name

Returns an opportunity cost's service unit name.

Input

{{ cost.service_unit_name }}

Output

Miles

starts_at

Returns an opportunity cost's start date.

• For sub-rentals and purchases, this is the start date of the opportunity.

• For sub-contracts and services, this is the start date of the related service opportunity item.

• For manual costs, this is the date you set against the cost when creating it.

Input

{{ cost.starts_at }}

Output

2022-07-17 16:00:00 +0100

subject

Returns an opportunity cost's subject.

• For automatic costs, this is the name of the related opportunity item.

• For manual costs, this is the name of the subject you enter when you create a cost.

Input

{{ cost.subject }}

Output

Canon C300 (EF)

supplier

Returns organization, contact, or vehicle objects for an opportunity cost's related supplier.

Input

{{ cost.supplier.name }}

Output

AV Excellence, Inc.

People & Organizations

supplier_name

Returns the name of the organization set as a sub-rent or sub-contract supplier for an opportunity item asset.

Input

{{ cost.supplier_name }}

Output

AV Excellence, Inc.

supplier_reference

Returns an opportunity cost's supplier reference. Only returned for manual costs.

Input

{{ cost.supplier_reference }} 

Output

CDE

unit_charge_amount

Returns an opportunity cost's unit charge amount.

The unit charge is the price for one unit.

Input

{{ cost.unit_charge_amount }}

Output

1200.0