Multi-Level Formula Report

The Multi-Level Formula Report calculates the quantities required for each component of an item based on its Item Formulas (BOMs).

It also displays:

• Material Cost
• Capacity Cost

for both the parent item and its components—either for a single level or across multiple levels.

Preliminary Steps

To ensure accurate calculations, run the following routines after updates to Item Formulas (BOMs) or Item Routing:

1. Calculate Item Low Level Code
2. Process Standard Cost Worksheet
   • If using FIFO Costing Method → Process Standard Cost Worksheet for Items with FIFO Costing Method
   • If using Standard Costing Method → Process Standard Cost Worksheet for Items with Standard Costing Method

Running the Report

You can run the Multi-Level Formula Report directly from the Item Detail page.

Step 1: Define Plan Work Date

• Determines which Formula Version is used
• If not using versions, accept today’s date (default)

Step 2: Choose Report Level

• Single-Level Report
  • Displays components at the first level only
• Multi-Level Report
  • Displays components across all levels

Step 3: Specify Warehouse

• Select the warehouse used to calculate Available to Pick quantities from Bin Content

Step 4: Enter Plan Quantity

• Used to calculate the required quantities for all components

Step 5: Select Unit of Measure (UOM)

• Defaults to the Base Unit of Measure
• You can override this to run calculations in a different UOM

Step 6: Include All Warehouses (Optional)

• Enable this option to calculate Available to Pick across all warehouses

Article Multi-Level-Formula-Report  ·  Last updated March 27, 2026 · GoldFinch ERP Help Center