Reporting

See customer commitments, production progress and financial results together.

Customer PipelineOpportunities
StageQualifyDiscoveryProposalNegotiate
Opportunity NumberNameAccountExpected Net AmountCurrencyStage
OPP-33000Opportunity 266ACC-110660CRR-8379Qualify
OPP-92804Opportunity 917ACC-110380CRR-4498Discovery
OPP-92781Opportunity 724ACC-140260CRR-8366Proposal
OPP-80466Opportunity 132ACC-13070CRR-5488Negotiate
OPP-94920Opportunity 502ACC-110430CRR-1098Qualify
OPP-13485Opportunity 934ACC-14040CRR-6575Discovery
Records in this module

Start with the next decision

Operational views focus each team on its current work. Customer Pipeline, My Follow-ups and Customer Contacts help sales maintain relationships. Sales Orders Awaiting Approval brings the current accepted offer and credit review to the independent commercial reviewer.

Manufacturing Demand and MRP Exceptions show proposed supply, shortages and unresolved planning conditions. Work Center Schedule connects the plan to available capacity. Shop Floor Queue and Inspection Queue keep assigned operations and required inspections visible without treating a planned date as actual completion.

Purchase Approval Queue and Receipts Awaiting Review distinguish commercial authorization from physical acceptance. Warehouse Availability shows quantity and custody; Count Review Queue presents differences needing review. Invoices Awaiting Approval, Unapplied Customer Cash and Period Close Work bring financial exceptions to their owners.

Compare expectations with actual commitments

Customer Pipeline and Forecasts retains historical opportunity stages, expected values and independently locked forecasts. Unknown values remain visible instead of appearing as zero. Weighted estimates, accepted bookings and approved order commitments are separate measures, so one opportunity cannot be added repeatedly as different kinds of revenue.

Order Fulfillment follows each approved customer-order line through actual dispatch, delivery, billing, returns, cancellation and remaining quantity. Original promises remain available beside revised dates. Partial and overdue open work stays in the report rather than disappearing because some goods shipped.

A later return preserves the original dispatch and customer acceptance history. It creates its own quantity and cost effects, with remaining replacement work requiring explicit authorization.

Understand the production plan and its results

Material and Capacity Plan explains the approved demand, consumed production forecast, eligible supply and shortages behind a planning snapshot. Proposed supply remains separate from firm commitments and completed receipts. Calendar capacity and work-centre load show where the proposed schedule needs attention.

Production Cost and Variance connects unique terminal output to actual material, person-hours, machine-hours and frozen standards. Intermediate throughput and rework do not inflate finished quantities. Completion, scrap and remaining close variances remain separately identifiable, so the same difference cannot be counted again at closure.

Quality and Traceability follows inspected populations, samples, characteristic results, holds and independent dispositions. First-pass yield uses unique eligible units at their first completed pass. Rework and pending inspections remain separate; missing results cannot improve a passed denominator.

Reconcile stock, margin and money

Inventory and Valuation follows remaining quantity and carrying value by entity, product, site, location, lot and serial. Available, held, picked, staged-unissued and transit goods remain distinct. Issued material belongs to work-order WIP and is reported separately, while supplier arrivals awaiting acceptance have no invented owned value.

Margin uses matching customer, product and quantity cohorts. Unbilled or unpriced scope is disclosed; zero net revenue gives an unavailable percentage. Aging keeps unapplied cash, prepayments and surplus credits separate rather than silently netting unrelated balances.

Financial reportWhat the team can examine
Customer MarginPosted revenue and credits beside the associated shipment and return costs
Receivables and Payables AgingOutstanding document balances, due dates and functional carrying amounts
Cash and Bank ReconciliationStatement evidence, unsettled instructions and reserved or unapplied balances
Trial Balance and Financial StatementsEach entity's balanced ledger and mapped financial statements

Keep the report explainable

Every report retains its entity, period or as-of boundary and underlying source population. Current operational status cannot overwrite the historical position used for an earlier decision. Corrections retain the original event and its compensating effect.

Access follows the actual role, entity and purpose. A warehouse quantity view does not grant unrestricted cost or customer-bank access. Admin maintains reviewed technical configuration without becoming a business approver or universal reader.

Reviewed master changes, document revisions and decisions preserve the authority behind reported outcomes. Integration events distinguish actual business results from delivery acknowledgments. Imported history retains its original quantities and balances without generating fresh orders, finished goods, invoices or cash.

Roles and permissions

Sales Manager

Independently accepts customer orders and controls commercial exceptions and forecast review.

Permissions and records
  • Approve SalesOrders independently of preparer/material editors after actual customer acceptance and credit checks
  • Approve commercial QuoteException and MasterChanges within reviewed finite scope
  • Review lead conversion conflicts and opportunity close/reopen evidence
  • Lock SalesForecasts independently of preparer/material editors
  • MasterChanges
Purchasing Manager

Prepares supplier commitments and resolves commercial supply issues.

Permissions and records
  • Manage Suppliers, Requisitions, RequisitionLines, draft PurchaseOrders and PurchaseOrderLines
  • Independently approve supplier commercial activation MasterChanges excluding supplier preparer/material editors and without bypassing required qualification or separate Finance Manager beneficiary/financial approval
  • Approve another actual person's purchase request within reviewed finite entity authority, otherwise escalate to Finance Manager
  • Convert reviewed Buy PlannedOrders into bounded draft supply
  • MasterChanges
Production Manager

Independently controls technical versions, approved manufacturing demand and production release.

Permissions and records
  • Approve technical EngineeringChangeOrders and MasterChanges for product/BOM/routing/calendar/capability
  • Approve ProductionForecasts, PlanningApproval and ProductionRelease independently of planners/preparers/material editors
  • Review feasible capacity, shortages and open-work disposition
  • Approve technical rework/deviation scope with separate required quality/customer/finance decisions
  • MasterChanges
Finance Manager

Independently controls credit, valuation, payments and financial close in each entity.

Permissions and records
  • Approve every invoice and credit-note revision independently of all preparers/material editors
  • Approve credit exceptions, above-limit purchasing, bill exceptions, payment releases, refunds and FinanceCorrections
  • Approve financial MasterChanges, WorkCenterRates, CostRollups, StandardCosts, PostingProfiles and authority/tax/rate/bank policies
  • Approve nonzero completion variance, remaining production-close residuals, count value exceptions, protected journals, RevaluationRuns and period close/reopen
  • MasterChanges
  • MigrationBatches

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