Keep long-running builds, engineering changes and progress billing connected to the tool being delivered.
See where a tool build stands before the last operation consumes the remaining margin. Tool, die and mould work combines specialist operations, purchased components, tryout and customer changes over a long job. The authored workflow keeps those commitments visible from the reviewed estimate through delivery and financial close.
Break design, machining, EDM, grinding, polishing, assembly and tryout into the operations the shop actually plans. Retain estimated labor, machine and burden separately so actual hours and changing rates can be explained.
The traveler carries the approved drawing and setup instructions. A revised customer design becomes a change request with its added work, commercial effect and evidence; approving it does not relabel old-revision work as the new design.
Component jobs retain their own operations and cost while supplying a defined parent requirement. Accepted transfer and close evidence replace a fictitious customer shipment, and internal cost movements do not create duplicate customer revenue.
Tie long-lead components and outside services to the job and operation they support. Keep each dispatch, promised return and accepted portion visible so a partial receipt cannot imply the entire build is ready.
Separate the signed billing plan from cash collection. Deposit and progress invoices consume defined scope; final billing recognizes all applicable earlier billings, with outstanding payments still tracked as receivables rather than billed again.
Record the affected production and rework scope, the decision and actual additional time. Scrap attribution explains existing cost already incurred; only additional work or expense creates an additional cost charge.
Production Manager prepares remaining cost, delivery, billing and component-transfer issues for review. Shop Owner authorizes close. Customer-billed tooling and the shop's own internal tooling retain the appropriate customer and reporting treatment instead of sharing an invented shipment path.
Keep the released build intact
Give components a clear destination · Watch purchased and outside work
Estimate by the work center
Learn from tryout
Bill the agreed milestones · Close with the evidence in place
Same records, same gates. The configuration changes how the process runs for this plant.
Production Manager: Approve TimeTickets when independent of worker/material editor
Shop Supervisor: Approve eligible TimeTickets for WorkCenters where Supervisor is current employee and independent of the worker/material editor
Shop Supervisor: View Jobs, JobSnapshots, JobOperations, JobMaterials, MaterialStock, TimeTickets and TimeAllocations in scope
Approval conditions.
| Job Number | Customer | Part | Due Date | Actual End |
|---|---|---|---|---|
| JBS-49411 | CUS-201 | PRT-35996 | 23 Sep | 29 Sep |
| JBS-53649 | CUS-061 | PRT-15179 | 27 Sep | 04 Oct |
| JBS-23205 | CUS-207 | PRT-44783 | 24 Sep | 03 Oct |
| JBS-80082 | CUS-124 | PRT-59546 | 19 Sep | 23 Sep |
| JBS-49265 | CUS-053 | PRT-56032 | 12 Sep | 16 Sep |
| JBS-11111 | CUS-189 | PRT-96159 | 18 Sep | 20 Sep |
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.
Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.
Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
Build repeatable operation plans with the right drawings, inspection points and costing basis for every job.
Ship the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.
Plan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.
Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.
Capture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.
Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.
Accepted sales value and signed actual cost of completed customer-job families, consolidating root/splits/remakes/returned rework and linked Adjustment costs once. True component/internal jobs have no duplicate customer revenue; balanced child transfers cancel in consolidated cost. Show incomplete family/recovery work separately and preserve closed original values alongside later adjustments.
Original release JobSnapshots and current approved per-type/operation estimate against signed posted JobCostEntries, with operational gross cost and balanced transfer effects separately identified. Include compensated originals plus negative legs once. Unknown/unposted amounts remain visible; no zero-margin calculation when sell price is zero.
Positive finalized issued invoice Balance as of a stated date in current, 1–30, 31–60, 61–90 and over-90 days past due. CreditMemo availability and retained unapplied cash appear separately by customer; Draft/Void invoices, unconfirmed refunds and repeated events do not change balances. Prior deposit/progress billing remains a receivable until settled, even after offset on the final bill.
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 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 questionThe scope includes job cost, customer invoices and cash application. The general ledger, supplier payables and payroll remain in the connected systems. Agree tax ownership, mappings and acknowledgment rules, and verify the chosen connections before operational use.
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.
