Infor SyteLine3 min readNetray Engineering TeamUpdated March 4, 2025

How to Run Cost Rollup in SyteLine

The cost rollup process in SyteLine calculates total product costs by aggregating material, labor, and overhead through all bill of material levels. Running an accurate cost rollup is essential for inventory valuation, pricing decisions, and financial reporting. This guide covers the end-to-end rollup process from parameter configuration to validation and cost freeze in CloudSuite Industrial.

Configuring Cost Rollup Parameters

Open Finance > Costing > Cost Rollup to access the rollup utility. Before running, configure the rollup scope by selecting specific items, product codes, or running for all items. The SL_CostRollup IDO manages the rollup process and writes results to the item_cost table. Set the BOM Type parameter to control whether engineering or production BOMs are used for material cost aggregation across all levels.

Select the rollup scope: All Items, specific Product Code, or individual Item Number on the Cost Rollup form
Choose the BOM type (Production or Engineering) that reflects your current manufacturing configuration
Set the Routing selection to determine which routing version provides labor and overhead calculations
Enable the 'Include Subcontract Costs' flag to incorporate outside processing costs in the rollup

Executing the Rollup in Report Mode

Always run the cost rollup in report-only mode first by setting the Process Mode to 'Report' on the Cost Rollup form. This generates the Cost Rollup Report showing calculated costs at each BOM level without updating the database. Review the report for items with zero costs, missing BOM components, or routing operations without rates. The report processes through the SL_CostRollupRpt IDO and outputs to the standard report viewer.

Run in Report mode to preview cost changes before committing updates to the item_cost table
Check for items flagged with warnings such as missing BOM components or inactive routings
Compare report costs against current frozen costs to identify items with greater than 5-10% variance
Verify that purchased item costs match current vendor pricing before rolling up manufactured assemblies

Updating Costs and Posting Revaluation

After validating the report, rerun the cost rollup with Process Mode set to 'Update' to write new costs to the item_cost table. SyteLine processes the rollup bottom-up from raw materials through subassemblies to finished goods. If on-hand inventory exists, the system generates inventory revaluation transactions posting the cost difference to the GL revaluation account. Schedule rollups during low-activity periods as the process locks item cost records.

Execute the rollup in Update mode to freeze new standard costs across all selected items
Monitor the background process queue for rollup completion status on large item sets exceeding 10,000 items
Review automatically generated inventory revaluation journal entries in Finance > General Ledger > Journal Entries
Archive the pre-rollup cost snapshot using the Cost History report for audit trail requirements

Frequently Asked Questions

How long does a cost rollup take in SyteLine?

Rollup duration depends on item count and BOM depth. A typical site with 5,000-10,000 items and 4-6 BOM levels completes in 15-45 minutes. Sites with 50,000+ items may require 2-4 hours. Running in report mode first takes approximately 60% of the update mode time. Schedule rollups during off-peak hours to avoid locking conflicts with transactional users.

What causes zero costs in the cost rollup report?

Zero costs typically result from missing purchased item costs, inactive BOM components, routing operations without assigned work centers, or work centers with zero labor rates. Check the Item Costs form for purchased items, verify BOM component status on the BOM form, and confirm work center rates on the Work Center form. Approximately 3-5% of items may show zero costs on initial rollups.

Can I roll up costs for specific items only in SyteLine?

Yes, the Cost Rollup form supports single-item, product code, and planner code filtering. When rolling up a single finished good, SyteLine automatically processes all lower-level components in the BOM. This is useful for mid-period cost updates on 10-20 specific items without affecting the entire item master. Use the item filter for targeted updates between annual full rollups.

Key Takeaways

1Configuring Cost Rollup Parameters: Open Finance > Costing > Cost Rollup to access the rollup utility. Before running, configure the rollup scope by selecting specific items, product codes, or running for all items.
2Executing the Rollup in Report Mode: Always run the cost rollup in report-only mode first by setting the Process Mode to 'Report' on the Cost Rollup form. This generates the Cost Rollup Report showing calculated costs at each BOM level without updating the database.
3Updating Costs and Posting Revaluation: After validating the report, rerun the cost rollup with Process Mode set to 'Update' to write new costs to the item_cost table. SyteLine processes the rollup bottom-up from raw materials through subassemblies to finished goods.

Need assistance running accurate cost rollups in SyteLine? Netray's team can help validate your BOM structures, routing rates, and cost parameters before your next cost freeze cycle.

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