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Metal Fabrication ERP

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Modules

Ledger and closeReconcile operating activity, review adjustments and produce a locked financial close with traceable group reporting. Payables and receivablesMatch obligations to accepted work, control payment release and reconcile cash, credits and foreign-currency settlements. Sales and CRMConnect the sales conversation to reviewed prices, customer commitments and the orders finance and operations fulfil. Purchasing and inventoryControl commitments, receipt quality and stock availability from the first requisition through delivery and returns.
Production and qualityPlan the remaining demand, release a stable production plan and trace accepted output back to its material, time and quality checks. People and payrollConnect employee changes, approved leave and time to a reviewed payroll run with clear settlement and correction history. Entities and master dataSet the entities, financial rules and approval boundaries that keep commercial, operating and employee records consistent.

Metal Fabrication ERP

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Processes

Order-to-cashCarry an accepted offer through credit approval, fulfillment and invoice settlement without losing its commercial terms. Procure to payAuthorize the purchase, match accepted quantities and release a payment instruction with the right independent reviewer. Plan to produceConvert remaining demand into a released production plan, accepted output and a reconciled work-order cost.
Hire to payUse effective employee data and approved time to prepare payroll, review its totals and reconcile actual payment. Record to reportReconcile each entity, authorize its close and preserve the source evidence behind the consolidated reporting pack.

Metal Fabrication ERP

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Industries

Sheet metal fabricatorsFor planners coordinating cut, bend and finish work against customer drawings. Welded assembly shopsFor operations teams coordinating fabricated components and final assembly.
Industrial fabrication groupsFor controllers and production leaders coordinating plants and company supply.

Metal Fabrication ERP

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Reference

Roles and permissionsGive each team the access and approval authority its work requires. Reports and analyticsUnderstand cash, profitability and operating performance across your companies. Data modelInspect the records, references and migration boundaries behind the specification.
IntegrationsConnect the services your companies use, with clear ownership and reconciliation. ImplementationPlan a phased rollout around your companies, data and business priorities. AI assistants and APIGive your teams help with preparation, follow-up and exception review.

Metal Fabrication ERP

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All systems
Modules
Ledger and closeReconcile operating activity, review adjustments and produce a locked financial close with traceable group reporting.Payables and receivablesMatch obligations to accepted work, control payment release and reconcile cash, credits and foreign-currency settlements.Sales and CRMConnect the sales conversation to reviewed prices, customer commitments and the orders finance and operations fulfil.Purchasing and inventoryControl commitments, receipt quality and stock availability from the first requisition through delivery and returns.Production and qualityPlan the remaining demand, release a stable production plan and trace accepted output back to its material, time and quality checks.People and payrollConnect employee changes, approved leave and time to a reviewed payroll run with clear settlement and correction history.Entities and master dataSet the entities, financial rules and approval boundaries that keep commercial, operating and employee records consistent.
Processes
Order-to-cashCarry an accepted offer through credit approval, fulfillment and invoice settlement without losing its commercial terms.Procure to payAuthorize the purchase, match accepted quantities and release a payment instruction with the right independent reviewer.Plan to produceConvert remaining demand into a released production plan, accepted output and a reconciled work-order cost.Hire to payUse effective employee data and approved time to prepare payroll, review its totals and reconcile actual payment.Record to reportReconcile each entity, authorize its close and preserve the source evidence behind the consolidated reporting pack.
Industries
Sheet metal fabricatorsFor planners coordinating cut, bend and finish work against customer drawings.Welded assembly shopsFor operations teams coordinating fabricated components and final assembly.Industrial fabrication groupsFor controllers and production leaders coordinating plants and company supply.
Reference
Roles and permissionsGive each team the access and approval authority its work requires.Reports and analyticsUnderstand cash, profitability and operating performance across your companies.Data modelInspect the records, references and migration boundaries behind the specification.IntegrationsConnect the services your companies use, with clear ownership and reconciliation.ImplementationPlan a phased rollout around your companies, data and business priorities.AI assistants and APIGive your teams help with preparation, follow-up and exception review.
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Metal Fabrication ERP Modules
Production and quality5 of 7
  • Ledger and close1 of 7
  • Payables and receivables2 of 7
  • Sales and CRM3 of 7
  • Purchasing and inventory4 of 7
  • Production and quality5 of 7
  • People and payroll6 of 7
  • Entities and master data7 of 7

Production and quality

Plan the remaining demand, release a stable production plan and trace accepted output back to its material, time and quality checks.

Shop Floor ScheduleWorkOrderOperations
Ledger and closePayables and receivablesSales and CRMPurchasing and inventoryProduction and qualityPeople and payrollEntities and master data
StatusPendingInProgressnext 14 days
11 Sep04 Oct WC-110 WO-12442 · 90, 11 Sep to 19 Sep, InProgress WO-99431 · 50, 15 Sep to 19 Sep, InProgress WO-30190 · 90, 25 Sep to 04 Oct, Pending WC-130 WO-95522 · 90, 25 Sep to 28 Sep, Pending WO-55732 · 30, 25 Sep to 01 Oct, Pending WC-150 WO-72418 · 90, 16 Sep to 18 Sep, InProgress WO-30190 · 90WO-99431 · 50WO-95522 ·…WO-72418 · 90WO-55732 · 30WO-12442 · 90 today · 17 Sep
  • WC-110: WO-30190 · 90, 25 Sep to 04 Oct, Pending
  • WC-110: WO-99431 · 50, 15 Sep to 19 Sep, InProgress
  • WC-130: WO-95522 · 90, 25 Sep to 28 Sep, Pending
  • WC-150: WO-72418 · 90, 16 Sep to 18 Sep, InProgress
  • WC-130: WO-55732 · 30, 25 Sep to 01 Oct, Pending
  • WC-110: WO-12442 · 90, 11 Sep to 19 Sep, InProgress
Records in this module
  • BOMs
  • BOMComponents
  • Routings
  • RoutingOperations
  • WorkCenters
  • PlannedOrders
  • WorkOrders
  • WorkOrderComponents
  • WorkOrderOperations
  • ProductionLog
  • QualityInspections
  • MRPRuns
  • ProductionCompletions
  • WorkOrderCostEntries

Carry the released drawing onto the floor

Work orders capture the drawing revision and required source-evidence reference beside the inherited BOM, routing and cost snapshot. Operators record actual work at cut, bend, weld, machining or finishing operations where those steps are configured. Quality Inspector reviews the actual inspected population and its evidence; an operation log is not a certificate.

MRP ExceptionsPlannedOrders
StatusProposedFirmednot None
Proposed
PO-99045PRD-8889140 quantity
PO-81099PRD-54902740 quantity
PO-16937PRD-57263840 quantity
Firmed
PO-17647PRD-80520790 quantity
PO-74536PRD-11240700 quantity
PO-81917PRD-97326170 quantity
Production and quality →

Plan from one remaining demand population

Production Planner runs MRP for a stated entity, warehouse and horizon. The run captures demand, eligible stock, remaining purchase and work-order supply, lead times and planning parameters. Every planned order stays pegged to a stable source requirement.

Approved sales lines, delivery-based contract cycles and safety-stock needs enter the appropriate planning population. When a contract cycle generates an order, that order replaces the cycle’s demand. Direct recurring service billing creates no physical demand, and firmed supply is not recreated on the next run.

The calculation nets remaining quantities rather than full original orders. Held, expired, quarantined or already-reserved stock is not treated as freely available. Missing dates, conversions or engineering inputs remain visible in MRP Exceptions for the planner and Buyer to resolve.

My Operations TodayWorkOrderOperations
Youdue todaynot Completed
  1. 10 · Cut to lengthWC-13017 Sep → 20 SepPending
  2. 50 · Weld frameWC-11008 Sep → 14 SepInProgress
  3. 80 · Drill and tapWC-12017 Sep → 20 SepPending
  4. 70 · DeburrWC-15007 Sep → 09 SepInProgress
  5. 90 · AssembleWC-11017 Sep → 19 SepPending
Production and quality →

Release a reviewed production basis

Production Planner firms and releases the reviewed plan. The work order receives its own snapshot rather than looking up current master values whenever it runs. An engineering change after release needs a controlled revision and assessment of work already performed.

This scope provides work-centre planning and operation coordination. Finite multi-plant optimization remains separate Manufacturing ERP scope. A planned date is not a guarantee that material or inspection constraints have been satisfied.

Release inputWhat stays with the work order
Bill of materialThe exact revision, component quantities, scrap allowance and unit conversions
RoutingOperation sequence, setup/run basis and required quality checkpoints
CostSeparate material, labour and overhead standards with the captured rates
DemandThe approved quantity, sourcing scope and customer requirement

Issue components once

Components identify source warehouse, material unit and the work-order requirement. Warehouse Operator or an authorized Operator issues against the exact stock reservation. The physical issue and its WIP valuation use the captured transaction cost and consume the claim together.

Backflush is permitted only for its configured component scope and actual eligible completion. Explicit issues and backflush must not charge the same requirement twice. Returns identify the original issue, available unused quantity and original cost, including any downstream consumption constraints.

A replayed source event returns the original movement and journal identities. It does not issue another quantity, and an edited status cannot restore stock that was already consumed or shipped.

Report operations without multiplying output

Operator records time, good quantity and scrap against the actual operation and production lot. Plant Manager assigns eligible operators, reprioritizes work and handles allowed work-centre reassignment under the released plan. Holds remain visible to the planner and the customer-facing order.

Operation counts describe work performed at that step. Finished quantity comes from eligible terminal-operation completion, not the sum of good units reported at every operation. Rework and repeated inspection do not create another population of new finished goods.

Approved timesheet allocations carry their work-order, operation and cost-centre basis into labour absorption. Production reporting and payroll reference the same approved source scope so recalculation cannot cost or pay it again.

Release only the inspected quantity

Quality Inspector assesses the exact receipt or production scope at its required revision. Presented, accepted, rejected and unresolved quantities reconcile, with separate identities where a lot receives different dispositions.

A first-article pass authorizes the defined continuation; it does not accept the entire batch for shipment. In-process decisions release only their eligible scope. Final acceptance is required where the plan calls for it before stock becomes available to a sales order.

Rejected output remains held for rework, scrap or return disposition. Plant Manager can stop work but cannot substitute their own status edit for the inspector’s release. Reinspection links to its earlier scope so the same accepted pieces cannot be received twice.

Receive completion and review variance

Accepted eligible terminal output posts a bounded finished-stock receipt with its lot or serial identity and the corresponding WIP relief. Partial completion leaves the unfinished quantity and cost in WIP. Closing the work order requires its remaining material, output, quality and financial obligations to be resolved.

Production Planner reviews and authorizes close with the required Controller variance evidence. Material usage, labour efficiency, rate and overhead absorption differences have separate frozen bases. A single burdened rate cannot explain every variance without those components.

Payroll expense reconciles with absorbed labour rather than being added to WIP a second time. Posted adjustments retain signed source history and valid periods, including later corrections to approved time.

Follow the work and its evidence

Shop Floor Schedule and My Operations Today show the current assigned work. Production Attainment uses unique eligible output against planned demand. Inventory Valuation follows the captured costing method, and opening in-flight quantities use a reviewed migration baseline without generating new production or cost effects.

Modules

  • Ledger and close
    Account CodeAccount NameAccount TypeAccount Sub Type

    Ledger and close

    Reconcile operating activity, review adjustments and produce a locked financial close with traceable group reporting.

  • Payables and receivables
    Bill NumberDocument TypeCredit ForEntity

    Payables and receivables

    Match obligations to accepted work, control payment release and reconcile cash, credits and foreign-currency settlements.

  • My Closing OpportunitiesProposal
    Opportunity NumberNameAccountPrimary Contact

    Sales and CRM

    Connect the sales conversation to reviewed prices, customer commitments and the orders finance and operations fulfil.

  • Purchasing and inventory
    Drawing NumberMaterial GradeSKUName

    Purchasing and inventory

    Control commitments, receipt quality and stock availability from the first requisition through delivery and returns.

  • Shop Floor SchedulePending
    Work OrderOperation NumberDescriptionWork Center

    Production and quality

    Plan the remaining demand, release a stable production plan and trace accepted output back to its material, time and quality checks.

  • My Team Leave RequestsSubmitted
    Request NumberEmployeeLeave TypeStart Date

    People and payroll

    Connect employee changes, approved leave and time to a reviewed payroll run with clear settlement and correction history.

  • Period Close StatusOpen
    Period NameEntityPeriod TypeStart Date
    Quarter

    Entities and master data

    Set the entities, financial rules and approval boundaries that keep commercial, operating and employee records consistent.

Roles and permissions

Buyer

Owns supplier purchasing and independent purchase decisions within authority, without receiving or approving their own order.

Permissions and records
  • Manage draft Requisitions/RequisitionItems, PurchaseOrders/PurchaseOrderItems, VendorReturns and vendor Accounts/ContactPersons except bank fields through reviewed controls
  • Submit purchasing documents
  • Approve Requisitions and every PurchaseOrder only when another actual person prepared/materially edited the revision and within own converted POApprovalLimit
  • Firm PlannedOrders of Type Purchase and resolve disputed bill evidence without altering the bill's approved accounting
  • PlannedOrders
  • WorkOrderComponents
  • MRPRuns
Pending PO ApprovalsPurchaseOrders
Submitted
  • PO-33593 VND-179 12 d
  • PO-14945 VND-184 14 d
  • PO-90874 VND-033 1 d
  • PO-61612 VND-123 10 d
  • PO-67397 VND-171 12 d
PO-33593
Vendor
VND-179
OrderDate
05 Sep
RequiredDate
07 Sep
TotalAmount
20,766.83
Currency
CRR-8942

An independent assigned cost-centre manager acting as Employee, eligible Buyer or Controller approves within the converted PO limit and entity scope.

Production Planner

Owns production definitions, planning snapshots, work release and reviewed completion/close.

Permissions and records
  • Manage draft BOMs/BOMComponents, Routings/RoutingOperations, WorkCenters and technical master versions through owning-manager review
  • Manage MRPRuns, PlannedOrders, draft WorkOrders/WorkOrderComponents/WorkOrderOperations
  • Run MRP and firm/release WorkOrders using frozen technical/cost versions
  • Review ProductionCompletions and close WorkOrders after accepted output, pending obligations and Controller variance approval where policy requires
  • BOMs
  • BOMComponents
  • Routings
  • RoutingOperations
  • WorkCenters
  • PlannedOrders
  • WorkOrders
  • WorkOrderComponents
  • WorkOrderOperations
  • MRPRuns
  • ProductionCompletions
Shop Floor ScheduleWorkOrderOperations
StatusPendingInProgressnext 14 days
11 Sep04 Oct WC-110 WO-12442 · 90, 11 Sep to 19 Sep, InProgress WO-99431 · 50, 15 Sep to 19 Sep, InProgress WO-30190 · 90, 25 Sep to 04 Oct, Pending WC-130 WO-95522 · 90, 25 Sep to 28 Sep, Pending WO-55732 · 30, 25 Sep to 01 Oct, Pending WC-150 WO-72418 · 90, 16 Sep to 18 Sep, InProgress WO-30190 · 90WO-99431 · 50WO-95522 ·…WO-72418 · 90WO-55732 · 30WO-12442 · 90 today · 17 Sep
  • WC-110: WO-30190 · 90, 25 Sep to 04 Oct, Pending
  • WC-110: WO-99431 · 50, 15 Sep to 19 Sep, InProgress
  • WC-130: WO-95522 · 90, 25 Sep to 28 Sep, Pending
  • WC-150: WO-72418 · 90, 16 Sep to 18 Sep, InProgress
  • WC-130: WO-55732 · 30, 25 Sep to 01 Oct, Pending
  • WC-110: WO-12442 · 90, 11 Sep to 19 Sep, InProgress
Plant Manager

Schedules and supervises production and independently approves eligible plant time and leave.

Permissions and records
  • Manage draft ProductionLog observations and assign WorkOrderOperations.Operator, WorkCenter, PlannedStart and PlannedEnd within released technical capability
  • Place operations on hold and review feasible schedule changes
  • Approve Timesheets and LeaveRequests only as named eligible manager/delegate and never own time/leave
  • Review technical WorkCenters/BOM/routing MasterChanges within plant scope
  • WorkOrderOperations
  • ProductionLog
  • WorkCenters
  • WorkOrders
  • QualityInspections
Shop Floor ScheduleWorkOrderOperations
StatusPendingInProgressnext 14 days
11 Sep04 Oct WC-110 WO-12442 · 90, 11 Sep to 19 Sep, InProgress WO-99431 · 50, 15 Sep to 19 Sep, InProgress WO-30190 · 90, 25 Sep to 04 Oct, Pending WC-130 WO-95522 · 90, 25 Sep to 28 Sep, Pending WO-55732 · 30, 25 Sep to 01 Oct, Pending WC-150 WO-72418 · 90, 16 Sep to 18 Sep, InProgress WO-30190 · 90WO-99431 · 50WO-95522 ·…WO-72418 · 90WO-55732 · 30WO-12442 · 90 today · 17 Sep
  • WC-110: WO-30190 · 90, 25 Sep to 04 Oct, Pending
  • WC-110: WO-99431 · 50, 15 Sep to 19 Sep, InProgress
  • WC-130: WO-95522 · 90, 25 Sep to 28 Sep, Pending
  • WC-150: WO-72418 · 90, 16 Sep to 18 Sep, InProgress
  • WC-130: WO-55732 · 30, 25 Sep to 01 Oct, Pending
  • WC-110: WO-12442 · 90, 11 Sep to 19 Sep, InProgress
Quality Inspector

Independently dispositions exact incoming, in-process, first-article, final and returned-goods scope.

Permissions and records
  • Manage draft QualityInspections and sign immutable disposition evidence when independent of the producing operator
  • Accept/reject partial ReceiptAcceptances requiring inspection
  • Place operations and stock on quality hold and release only the reviewed identity/quantity scope
  • Open VendorReturns and set CustomerReturns disposition through guarded evidence
  • QualityInspections
Incoming Inspection QueueGoodsReceiptItems
PendingQC
  • GRI-12992 GR-10116 80 7 d
  • GRI-41469 GR-89774 30 in 2 d
  • GRI-19739 GR-68756 20 5 d
  • GRI-43955 GR-13601 100 in 2 d
  • GRI-98300 GR-58288 240 8 d
GRI-12992
Receipt
GR-10116
PurchaseOrderItem
POI-4802
Product
PRD-34399
QuantityReceived
80
LotNumber
L26-5955
ExpiryDate
10 Sep

Approval conditions.

Operator

Executes assigned operations and records time, throughput and scrap without approving their own output quality.

Permissions and records
  • View assigned WorkOrderOperations and related WorkOrders/WorkOrderComponents
  • Create/post immutable ProductionLog observations for own operations with valid intervals
  • Record scrap reason
  • Prepare IssueToWIP StockMovements against valid InventoryReservations and exact source cost
  • WorkOrders
  • WorkOrderComponents
  • WorkOrderOperations
  • ProductionLog
  • ProductionCompletions
  • QualityInspections
My Operations TodayWorkOrderOperations
Youdue todaynot Completed
  1. 10 · Cut to lengthWC-13017 Sep → 20 SepPending
  2. 50 · Weld frameWC-11008 Sep → 14 SepInProgress
  3. 80 · Drill and tapWC-12017 Sep → 20 SepPending
  4. 70 · DeburrWC-15007 Sep → 09 SepInProgress
  5. 90 · AssembleWC-11017 Sep → 19 SepPending

Related processes

My Closing OpportunitiesProposal
Opportunity NumberNameAccountPrimary Contact

Order-to-cash

Carry an accepted offer through credit approval, fulfillment and invoice settlement without losing its commercial terms.

8 stages · 3 approvals

MRP ExceptionsProposed
Planned Order NumberTypeProductQuantity
Purchase

Procure to pay

Authorize the purchase, match accepted quantities and release a payment instruction with the right independent reviewer.

10 stages · 6 approvals

Inventory Availability
ProductWarehouseLot NumberExpiry Date

Plan to produce

Convert remaining demand into a released production plan, accepted output and a reconciled work-order cost.

8 stages · 3 approvals

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