Understand job margin, floor capacity and delivery risk from the work your shop has recorded.
Review the work behind the result. Reports retain their date basis, units and source transactions, so a revised estimate, partial return or corrected time ticket does not quietly rewrite the comparison.
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 Superseded versions and repeated conversion are not additional offers won.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.
Quotes · View preview
Review waits for the shop owner.
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.
Costing · View preview
| Job Number | Customer | Part | Due Date | Actual End | Estimated Cost |
|---|---|---|---|---|---|
| JBS-49411 | CUS-201 | PRT-35996 | 23 Sep | 29 Sep | 780 |
| JBS-53649 | CUS-061 | PRT-15179 | 27 Sep | 04 Oct | 500 |
| JBS-23205 | CUS-207 | PRT-44783 | 24 Sep | 03 Oct | 480 |
| JBS-80082 | CUS-124 | PRT-59546 | 19 Sep | 23 Sep | 840 |
| JBS-49265 | CUS-053 | PRT-56032 | 12 Sep | 16 Sep | 220 |
| JBS-11111 | CUS-189 | PRT-96159 | 18 Sep | 20 Sep | 500 |
Confirmed ScheduleSlots remaining occupied machine/work hours by named resource and week divided by actual available calendar hours, rolled up without multiplying machine count twice. Zero capacity shows unschedulable work, proposed slots shown separately; outside supplier spans are lead time, not internal capacity.
Scheduling · View preview
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.
Costing · View preview
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.
Time & material · View preview
Approval conditions.
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.
Costing · View preview
Approval conditions.
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.
Purchasing & outside processing · View preview
| Job | Operation Number | Description | Outside Supplier | Sent Date | Quantity Sent |
|---|---|---|---|---|---|
| JBS-77949 | 80 | Cut to length | SPP-5169 | 06 Sep | 560 |
| JBS-23449 | 80 | Weld frame | SPP-9162 | 14 Sep | 700 |
| JBS-76510 | 10 | Drill and tap | SPP-2756 | 07 Sep | 940 |
| JBS-72919 | 40 | Deburr | SPP-9480 | 05 Sep | 270 |
| JBS-95055 | 70 | Assemble | SPP-5153 | 13 Sep | 570 |
| JBS-20524 | 60 | Paint | SPP-5755 | 11 Sep | 40 |
Posted issues less original-linked returns in material base units against frozen requirements; unused material, consumed/scrapped material and returned remnants are separate. Include owner/customer/heat/cert and usable dimensions. Rack scrap is a physical stock event; issued scrap is not a second stock deduction.
Time & material · View preview
| Stock Number | Material | Heat Number | Supplier | Location | Ownership |
|---|---|---|---|---|---|
| MS-80306 | MTR-7354 | MS-46424 | VND-053 | B-21 | Shop |
| MS-66824 | MTR-4851 | MS-49973 | VND-046 | B-13 | CustomerSupplied |
| MS-62969 | MTR-9612 | MS-52051 | VND-151 | J-11 | Shop |
| MS-98441 | MTR-1924 | MS-98256 | VND-106 | V-19 | CustomerSupplied |
| MS-93045 | MTR-4326 | MS-66605 | VND-217 | A-4 | Shop |
| MS-36047 | MTR-4482 | MS-91199 | VND-175 | Z-9 | CustomerSupplied |
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.
Quotes · View preview
Review waits for the shop owner.
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.
Shipping & invoicing · View preview
No reports are assigned to this role. Select Everyone to see all reports.
Review offered alternatives, estimator, customer and outcome in the selected period. Won, lost and expired offers form the disclosed terminal-outcome population for hit rate; still-open offers and no-bids remain visible outside that denominator.
Review waits for the shop owner.
Compare accepted sales value for completed customer job families with the applicable net cost. Component transfers, splits, remakes and late adjustments retain their parentage so internal movements do not create extra customer sales or duplicate cost.
Review waits for the shop owner.
Compare scheduled resource time with available calendar capacity. Outside lead time and labor demand remain distinct from occupied machine time; unscheduled work is visible alongside the plan.
Find open commitments past their due dates and work whose remaining schedule threatens delivery. Holds, shortages and unresolved outside returns stay visible instead of disappearing behind a completed child operation.
Follow each dispatch, its original and current promise, and quantities still away, returned or awaiting acceptance. A partial return leaves the balance at the supplier.
| Job | Operation Number | Description | Outside Supplier | Sent Date | Quantity Sent |
|---|---|---|---|---|---|
| JBS-77949 | 80 | Cut to length | SPP-5169 | 06 Sep | 560 |
| JBS-23449 | 80 | Weld frame | SPP-9162 | 14 Sep | 700 |
| JBS-76510 | 10 | Drill and tap | SPP-2756 | 07 Sep | 940 |
| JBS-72919 | 40 | Deburr | SPP-9480 | 05 Sep | 270 |
| JBS-95055 | 70 | Assemble | SPP-5153 | 13 Sep | 570 |
| JBS-20524 | 60 | Paint | SPP-5755 | 11 Sep | 40 |
Compare approved allocated labor with the applicable estimate, keeping setup, run, rework and indirect time identifiable. Machine occupancy is not added to a person's labor hours.
Approval conditions.
Compare the original and approved revised estimates with net posted material, labor, machine, burden and outside cost. Separate rate changes from additional hours and retain corrections in the transaction history.
Approval conditions.
Review affected production quantities, causes and incremental rework. Scrap cost attribution explains where existing job cost was lost; it does not charge that cost again.
Approval conditions.
Compare net issues with the planned material requirement in the defined base unit. Returns retain their issue, heat and ownership, and customer-owned stock remains separately identifiable.
| Stock Number | Material | Heat Number | Supplier | Location | Ownership |
|---|---|---|---|---|---|
| MS-80306 | MTR-7354 | MS-46424 | VND-053 | B-21 | Shop |
| MS-66824 | MTR-4851 | MS-49973 | VND-046 | B-13 | CustomerSupplied |
| MS-62969 | MTR-9612 | MS-52051 | VND-151 | J-11 | Shop |
| MS-98441 | MTR-1924 | MS-98256 | VND-106 | V-19 | CustomerSupplied |
| MS-93045 | MTR-4326 | MS-66605 | VND-217 | A-4 | Shop |
| MS-36047 | MTR-4482 | MS-91199 | VND-175 | Z-9 | CustomerSupplied |
Review finalized invoice balances by due date, with effective credits, payment applications and linked reversals. Unapplied cash and available customer credit are shown separately from invoice debt.
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