Bring estimating, machine work and delivery evidence together for custom and repeat machined parts.
Keep the customer's drawing, the machine plan and the delivery commitment connected. CNC shops need to see which revision was quoted, what the floor actually ran and whether the accepted pieces carry the right material and inspection evidence. The proposed workflow supports that job-level history across custom work and repeat orders.
Build the offer from setup, run, material and outside operations. Keep quantity alternatives explicit so a different order quantity gets the right reviewed price and setup absorption, instead of borrowing a nearby break.
Carry the approved drawing revision, program identifier, setup sheet and inspection requirements into the traveler. Improving the standard routing for future work does not silently change a job already on the machine.
Reserve and issue a specific heat with its certificate and ownership. A usable remnant keeps its dimensions and source lineage, while a return is limited to material actually issued and uses the correct unit conversion.
Hold the relevant work until the required first-piece decision is recorded. A pass permits the defined continuation; completed production and final accepted quantities still need their own evidence.
Track dispatches to heat treatment, plating or grinding with the promised return and accepted quantities. A partial receipt keeps the unreturned balance visible and does not finish the whole operation.
Capture the operation and approved allocation behind the cost. A machinist tending several resources can have a different labor total from the machines' occupied time; both retain their rate basis.
Reserve accepted quantities against the order and freeze the applicable certificate pack at dispatch. Review each customer's document and traceability requirements during rollout; job and heat records alone do not establish compliance with every quality standard.
Quote the work behind the part · Release the right instructions
Keep outside work visible
Continue after first article · Understand machine and labor time
Follow material to the job · Ship the eligible pieces
Same records, same gates. The configuration changes how the process runs for this plant.
| Job Number | Customer | Part | Quantity Ordered | Quantity Accepted |
|---|---|---|---|---|
| JBS-63782 | CUS-150 | PRT-63524 | 700 | 0 |
| JBS-60582 | CUS-072 | PRT-96449 | 810 | 0 |
| JBS-46109 | CUS-144 | PRT-27791 | 270 | 230 |
| JBS-21264 | CUS-204 | PRT-58040 | 300 | 220 |
| JBS-34221 | CUS-156 | PRT-52714 | 930 | 590 |
| JBS-86244 | CUS-010 | PRT-93727 | 740 | 740 |
Shop Owner: Approve eligible Quotes, PurchaseOrders and ChangeOrders through ApprovalDecisions
Review waits for the shop owner.
| Stock Number | Material | Heat Number | Supplier | Location |
|---|---|---|---|---|
| MS-80306 | MTR-7354 | MS-46424 | VND-053 | B-21 |
| MS-66824 | MTR-4851 | MS-49973 | VND-046 | B-13 |
| MS-62969 | MTR-9612 | MS-52051 | VND-151 | J-11 |
| MS-98441 | MTR-1924 | MS-98256 | VND-106 | V-19 |
| MS-93045 | MTR-4326 | MS-66605 | VND-217 | A-4 |
| MS-36047 | MTR-4482 | MS-91199 | VND-175 | Z-9 |
Sets protected margin, purchase and exception policy, decides below-margin offers, above-limit purchases, financial changes and manual costs, and authorises every job close. Default independence is person-based. A permitted OwnerException requires an explicitly activated small-shop scope and a reason on that decision; switching roles never creates independence.
Builds Draft offers and routing revisions. Every offered quantity alternative is reviewed, and accepted versions stay unchanged. Can release at-margin offers through the recorded EligibleEstimator path; cannot lower the target floor on the quote.
Releases approved job plans, confirms finite schedules, manages material and production scope, reviews tickets across the shop, and prepares close evidence for Shop Owner. May change work-centre capacity/calendar assignments under policy, but not machine/labour/burden rates or employee rate overrides.
Sequences and oversees assigned work centres. Ticket review checks actual employee identity and the work centre's named supervisor; a supervisor cannot approve their own work ticket.
Performs assigned released work, records actual intervals and proposed good/scrap quantities, and issues material to the assigned job. Reported quantities remain provisional until the applicable approval; the operator cannot directly edit aggregate production or stock balances.
Inspects disjoint presented lots, records first-article continuation and final acceptance, and resolves technical nonconformance scope. Final acceptance requires a person independent of the production being accepted; a second role does not waive that boundary.
Procures material/outside services, records exact supplier and customer-material custody, and controls stock-room issues/returns. Receipt arrival is separate from cert/inspection acceptance. Supplier status and material master edits do not grant financial or stock-balance bypasses.
Verifies exact customer acceptance, enters released demand, prepares dispatches and bills only authorized unbilled scope. Applies cash/credit through bounded actions and requests financial corrections. Cannot choose an unquoted nearby quantity break, turn a cert checkbox into a waiver or edit issued financial history.
Build repeatable operation plans with the right drawings, inspection points and costing basis for every job.
Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.
Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.
Plan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.
Capture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.
Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.
Ship the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.
Frozen sent offers by sent-date cohort/customer/part and estimator, with Won, Lost, Expired, NoBid and still-open outcomes separate. Hit rate is accepted terminal offers divided by Won + Lost + Expired in the stated cohort; NoBid and open offers excluded from denominator but shown. Superseded versions and repeated conversion are not additional offers won. Quantity-break prices retain quantity/UOM and approval basis.
Each posted OutsideDispatches lot: sent, physically returned, accepted/rejected, still-outside and unresolved quantity, original/current promised instant and elapsed days. Partial returns do not mark the whole operation complete; LOT cost/billing basis and unknown promise remain explicit.
Net approved allocated labour Setup/Run hours against the original/current estimated hours for comparable quantities; MachineHours and Rework are separate. Indirect time by code is included separately, never posted to a job. Preserve worker/work-centre and rate basis; zero estimate yields unavailable ratio, and overlapping tickets cannot create extra employee hours.
The accepted offer carries its exact quantity, price and revision into order and job preparation. Operations, material requirements, drawing references and instructions become a released traveler snapshot. A quantity outside the reviewed offer needs a revised approved basis; choosing the closest quantity break is not enough.
Related questionThe proposed model reserves and issues exact stock with heat, ownership and certificate lineage. Returns refer to the original issue and use the reviewed unit conversion. Customer-owned receipts and returns stay separate from purchased stock, and the customer’s material is not valued as the shop’s inventory.
Related questionOperators submit work evidence and tickets for the authorized supervisor or manager to review. Approved labor allocations, occupied machine time and frozen rates determine their respective cost entries. An employee tending several machines cannot be charged as several people for the same elapsed time.
Related questionA passed first article authorizes the defined continuation of work. It does not complete the rest of the run. Production quantities, inspection lots and final accepted quantities remain distinct, with holds and reinspection tied to the affected pieces.
Related questionEach dispatch and returned lot keeps its own quantity, promise and evidence. Acceptance releases the eligible returned portion while the unreturned or rejected balance remains visible. Certificate requirements must be resolved under the applicable policy before the lot is available.
Related questionThe authored plan uses work resources, calendars and scheduled intervals with capacity and precedence checks. Production Manager reviews sequencing and proposed changes. Material readiness, inspection and job holds still govern whether work can start; a place on the schedule is not a release decision.
Related questionEligible accepted pieces can be allocated to a partial shipment while other work continues. Reservations prevent another packing slip from consuming the same pieces. The dispatch must also satisfy the order allocation, revision, hold and certificate requirements.
Related questionThe billing plan retains prior billed scope separately from cash collection. A final invoice accounts for all applicable deposit and progress billings, even if some are unpaid. Shipment and final billing cannot each charge the same obligation. Credits, refunds and payment returns have their own linked treatment.
Related questionStart with role decisions, rates, work calendars, drawings and material evidence. Choose a new-job cutover or reconcile the complete in-flight baseline. Device support, connections, opening records and operating rehearsals determine the schedule; the implementation page describes the phases.
Related questionThere is no per-user fee. Ordinary manual work in the official interface is free; machine work, managed execution, model usage and retention beyond the included allowances follow the pricing contract. Implementation is priced separately. See the pricing page for the complete rates and account rules.
Related questionBring estimating, machine work and delivery evidence together for custom and repeat machined parts.
Plan material, fabrication and finishing around the drawing, with clear cost and revision history.
Keep long-running builds, engineering changes and progress billing connected to the tool being delivered.
Keep releases predictable while learning from the actual cost of the work you repeat.
