Costing
Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
- JOB-0442 · JBS-2041 Customer1 EA
- JBS-3310 Remake2 EA · scrap 1%
- JBS-5107 Split0.8 KG
- JBS-5140 Split6 EA · scrap 2%
Trace each cost to the work
The job ledger retains the original source, cost type, quantity, rate basis and posting identity. Actual cost is the signed total of posted history, including linked reversals and transfers. Repeated posting returns the existing effect.
| Cost component | Its evidence |
|---|---|
| Material | An issue from exact stock at its frozen base-unit cost, with linked unused returns |
| Labour | Approved allocated employee hours and the captured rate |
| Machine | Approved occupied resource hours for setup, run and rework |
| Burden | The captured labour-hour or machine-hour overhead basis |
| Outside | Accepted billable service scope under the frozen per-unit or lot rule |
| Freight and other corrections | A source document and authorized manual cost decision |
Customer-supplied material carries quantity and ownership with zero shop material value. Indirect time remains available for efficiency reporting and does not post to a customer job. Supplier invoices and payables remain in the accounting package; an evidenced price difference can be approved as a manual job-cost entry.
StatusQueuedSetupRunningAwaitingInspectionOnHold
- WC-140: JBS-32749 · 40, 22 Sep to 27 Sep, Queued
- WC-120: JBS-91684 · 10, 28 Sep to 03 Oct, Setup
- WC-140: JBS-26251 · 60, 12 Sep to 16 Sep, Running
- WC-110: JBS-64002 · 60, 16 Sep to 21 Sep, AwaitingInspection
- WC-150: JBS-80162 · 40, 10 Sep to 14 Sep, Queued
- WC-110: JBS-32405 · 20, 19 Sep to 28 Sep, OnHold
Preserve the estimate used for the decision
The released job snapshot retains original material, labour, machine, burden and outside estimates by operation and requirement. An approved change creates a new estimate basis while preserving the original. The review can therefore distinguish poor estimating from a customer-approved increase in scope.
Posted costs keep their actual rates and allocation policy. The configured worked-time or approval-time basis is captured for each ticket, and later master edits do not restate it. An employee override or a changed rate can explain a variance even when the operator worked exactly the estimated hours.
Job Cost Summary compares current approved estimate with actual cost by type. Production Manager investigates variance while the job runs. Estimator uses the history to review the standard routing.
CloseReady = true
| 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 |
Explain scrap without charging it twice
ScrapCostAllocations attributes an appropriate share of existing ledger costs to the affected pieces. That analytical allocation adds no expense. If material and labour already cost the job $300, attributing $60 to scrap still leaves $300 of total cost before any new work.
A disposition may create genuinely incremental cost: rework time, another outside service or replacement material. Those costs post from their own reviewed sources. Rework retains separate hours and operations, so it does not overwrite the original run actuals.
Rack scrap and already-issued material also differ physically. Scrap removed from stock has one stock outflow. Recording scrap already consumed by the job must not withdraw it from the rack again. The NCR and production-lot history connect the lost quantity with its cost attribution and recovery decision.
Approval conditions
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
Submitted
- TT-36353 WC-110 5 3 d
- TT-45222 WC-110 3 5 d
- TT-25628 WC-120 1 in 1 d
- TT-83368 WC-150 7 in 2 d
- TT-24226 WC-140 14 7 d
TT-36353
- Employee
- XD
- WorkCenter
- WC-110
- Job
- JBS-48138
- JobOperation
- JO-61908
- TicketDate
- 14 Sep
Approval conditions.
Move costs with the right job relationship
A split transfers a reviewed share of remaining work, estimate, incurred cost and sales allocation. Balanced source and destination entries preserve the combined total. It does not create another sale or retain the transferred cost in both jobs.
A true component is consumed into a named parent material requirement, with an approved quantity and cost transfer. That can support component close without a customer shipment. Split and remake jobs are not automatically treated as components, and a parent link never authorizes a full-child cost rollup.
Customer Margin uses the reviewed customer-job family and excludes duplicate internal transfers and noncustomer revenue. Recovery and adjustment costs remain associated with the original commercial work, so the family result explains what the sale ultimately cost.
Younot Complete
- WC-110: JO-42721 · 10, 24 Sep to 30 Sep, Pending
- WC-130: JO-58030 · 40, 17 Sep to 23 Sep, Queued
- WC-120: JO-97862 · 70, 11 Sep to 13 Sep, Setup
- WC-120: JO-67010 · 90, 17 Sep to 24 Sep, Running
- WC-110: JO-95637 · 40, 29 Sep to 08 Oct, AwaitingInspection
- WC-130: JO-58795 · 90, 05 Sep to 07 Sep, OnHold
Prepare a complete close review
Production Manager checks the job’s obligations by purpose: customer fulfillment or approved shortfall resolution, component transfer or internal completion, posted tickets and issues, outside custody, non-conformances and remaining billing. A Shipped label alone is not enough, and an internal job does not need a fabricated packing slip.
Late supplier differences, freight or other manual entries need evidence and Shop Owner approval before posting. The review retains its cost and production basis and variance explanation.
Shop Owner authorizes terminal close. Independent-person review is the default where required; an enabled small-shop owner exception records the permitted scope and reason. Changing roles does not create independence. Closed jobs stay frozen, with later approved corrections on a linked Adjustment path.
StatusPlannedReleasedInProgressOnHoldInspectionComplete
Feed the next quote with a meaningful benchmark
The part’s last cost identifies a reviewed completed customer-job family and a nonzero accepted good-unit denominator. A split, remake, component or late adjustment does not automatically overwrite it with a misleading per-unit figure.
Estimator reviews actual setup and run history, material usage and repeat causes before revising the part routing. Scrap and Rework, Material Usage and Remnants and Labour Efficiency retain their separate populations, so repeated inspection and transferred costs do not inflate the lesson drawn from the job.
The authored scope covers job cost and receivables. General ledger, payroll and supplier payables remain separate, with reconciled handoffs.
StatusReleasedInProgressOnHoldInspectionCompleteShipped
Modules
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Quotes
Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.
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Jobs
Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.
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Routing
Build repeatable operation plans with the right drawings, inspection points and costing basis for every job.
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Scheduling
Plan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.
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Time & material
Capture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.
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Purchasing & outside processing
Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.
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Shipping & invoicing
Ship the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.
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Costing
Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
Reports
All reportsJob Cost Summary
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.
Late and At-Risk Jobs
Open active customer obligations against original and current approved due dates; estimate remaining path using confirmed resource capacity, material/inspection holds and outside promises. Show unknown duration/calendar as unresolved risk; this is a planning estimate, not a delivery guarantee.
Scrap and Rework
Unique first-pass input/good/scrap physical quantities from ProductionEvents by cause, job and work centre, with rejected/reworked units shown separately. Scrap rate uses scrapped first-pass units divided by original first-pass input; reinspections/rework cycles are not new input. Cost is ScrapCostAllocations plus genuinely incremental rework expense, with source overlaps eliminated, not an extra ledger charge.
Roles and permissions
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.
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.
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.
Related processes
Quote to job
Turn the customer RFQ into a reviewed offer and a released job with the right drawing, traveler and material plan.
7 stages · 2 approvals
Release to ship
Move released work through production, reviewed time and quality checks into a traceable customer shipment.
9 stages · 3 approvals
Outside processing
Follow each lot through its supplier order, outbound custody, partial return and quality acceptance.
7 stages · 2 approvals