See customer demand, delivery performance, production costs and financial results.
Follow the business from the first opportunity to the final payment. Manufacturing ERP & CRM brings customer commitments, material requirements, production results and local financial performance into a connected set of reports. Each view keeps estimates, approved plans and actual results distinct, with the original records available for investigation.
Historical OpportunityHistory and locked SalesForecastLines by entity/customer/owner/stage and expected-close cohort, with unknown values and current/actual close/reopen separately disclosed; weighted estimates, accepted quote bookings and approved order commitments are different measures and never manufacturing demand by themselves.
Customers & pipeline · View preview
Approved SalesOrderLines by customer/order/product, original promise and accepted scope, with actual dispatch, customer delivery, invoicing, returns, approved cancellation and remaining quantities from unique allocations; partial and open overdue cohorts remain visible and returns never erase actual original dispatch.
Sales & customer orders · View preview
Approval waits for the sales manager.
Each MRPRuns snapshot's approved demand, forecast consumption, eligible supply, pegged shortage/proposals and WorkCenterLoads versus nonoverlapping calendar capacity; proposed, firm and completed quantities are separate, late/missing/held inputs remain exceptions rather than assumed available stock.
Engineering & planning · View preview
Unique terminal ProductionCompletions, accepted material/person-hour/machine-hour bases, actual WIP relief, frozen-standard output and separately posted immediate/scrap/remaining-close variances by work order; intermediate/rework throughput never increases finished units and no variance is counted again at close.
Engineering & planning · View preview
Actual inspected population/sample/characteristic results, independent disposition, active hold and exact lot/serial input-to-output/dispatch/return lineage; first-pass yield uses unique eligible units at their first completed pass, rework separately disclosed, missing/incomplete inspections excluded from passed denominators and shown as pending.
Shop floor & quality · View preview
As-of net posted StockMovements and remaining StockLayers by entity/product/site/location/lot/serial, separating available, held, picked, unissued production staging and same-entity transit, with issued material/WIP shown separately from WorkOrderCostEntries; quantities/value reconcile once to inventory and WIP controls, supplier arrivals not yet accepted shown separately without owned value.
Inventory & shipping · View preview
Approval conditions.
Posted net revenue/credits and exact associated title-issue/customer-return costs for the same entity/customer/product quantity cohort; partial/unbilled/unpriced quantities are disclosed and zero net revenue gives unavailable percentage, not fabricated margin.
Customers & pipeline · View preview
As-of posted debit balances net actual allocations/credits/corrections by entity/party/document currency and due-date bucket, with functional carrying reconciliation; unapplied cash, supplier prepayments and surplus credits remain separate and are never silently netted across parties/entities.
Finance · View preview
Approval waits for the finance manager.
Actual bank/statement matches, unsettled and uncertain instructions, reserved source balances, unapplied customer cash and supplier prepayment/credit/return chains by entity/currency; transport responses do not stand in for settlement.
Finance · View preview
Approval waits for the finance manager.
Posted JournalLines at each entity's period cutoff produce trial balance, income statement and balance-sheet mappings, with source-reconciled control balances; each legal entity balances independently without automatic consolidation, foreign-operation translation or eliminations.
Inventory & shipping · View preview
Approval conditions.
No reports are assigned to this role. Select Everyone to see all reports.
Follow opportunities by customer, owner, stage and expected close date. Review locked forecasts alongside actual stage and close history, with unknown amounts visible. Weighted estimates, accepted bookings and approved orders answer different questions; none becomes manufacturing demand simply by appearing in a sales report.
See what was promised, dispatched, accepted by the customer and invoiced. Partial deliveries, returns, approved cancellations and outstanding quantities remain visible against the original commitment. Returning an item does not erase the fact that it was originally shipped.
Approval waits for the sales manager.
Compare posted net revenue and credits with the associated shipped or returned quantities and their actual carrying costs. Unbilled or unpriced quantities remain visible. A zero net revenue balance does not produce a misleading margin percentage.
Review each planning run's demand, forecast consumption, eligible supply, shortages and work-centre loads against the working calendar. Proposed supply stays distinct from approved commitments and completed work. Held or late material remains an exception that the planner can act on.
Follow accepted finished output, actual material and time, work-in-progress relief and the frozen output standard for each job. Completion, scrap and remaining close variances retain their own sources. Intermediate operation counts and repeated rework passes do not inflate finished quantity or charge the same cost again.
Follow inspected quantities, samples, characteristic results, dispositions and active holds through the relevant lot or serial history. First-pass yield uses the first completed pass of eligible units, with rework and pending inspections shown separately. Trace the affected inputs and outputs through shipment and return.
Review owned stock and value by entity, product, site, location, lot and serial at a retained cutoff. Available, held, picked, staged-unissued and transfer quantities remain distinguishable. Material already issued into work in progress is reconciled separately from stock, while unaccepted supplier arrivals carry no owned inventory value.
Approval conditions.
Review open customer and supplier documents by entity, currency and due-date bucket, net of actual allocations, credits and corrections at the report date. Keep unapplied cash, prepayments and surplus credits visible rather than silently netting them across parties or companies.
Approval waits for the finance manager.
Compare actual bank and statement matches with unsettled instructions, reserved balances and unapplied amounts. Follow supplier prepayments, credits and returned payments through their original sources. An accepted payment instruction remains different from confirmed settlement.
Approval waits for the finance manager.
Produce each entity's trial balance, income statement and balance-sheet mappings from posted journal lines at the period cutoff. Reconcile stock, work in progress and other control balances with their source records. Each company balances independently; group consolidation and eliminations require a separate scope.
Approval conditions.
Reports retain current entity, role and sensitive-field permissions. A team member who can follow delivery progress does not automatically receive unrestricted customer margins, production rates or bank details. Exports and assistant summaries follow the same access rules.
Keep the report date, currency basis and population clear when comparing results. A current balance cannot reconstruct a historical cutoff by itself, and a changed promise or reopened opportunity must not overwrite earlier performance. Configuration and representative reconciliations are verified during implementation.
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