Job Summary

Overview

The production modules assist organisations in managing all their production tasks. A feature of production is the job summary. This summary displays a detailed breakdown of actual and expected costs for a job. 

Navigation Examples: 

• Main Menu > Production > Planning Board > Menu (button) > Jobs > Right click an entry > View Job Summary

• Main Menu > Production > Work Orders List View > Right click an entry > View Job Summary

• Main Menu > Customers > Sales Orders List View > Right click an entry > View Job Summary

Buttons Explained

• View: Updates the display with recent changes

• Output: Options to Print, Preview, or Email the job summary.

• Menu: 

  • Synchronise with open Transaction: Synchronises the job summary with an open transaction.

  • Rebuild: Rebuilds the job summary.

  • Open Order: Opens the work order or sales order whichever is applicable.

  • Export

    • Email Excel

    • Export Grid

  • Layout

    • Save Grids

    • Restore Grids

Costing Tab Explained

Buttons and Filters

• + -: Expands or collapses the headings.

• Qtys: Checkbox. If checked, the unit and quantities are displayed instead of the values.

• Values: Checkbox. If checked, the values are displayed instead of the quantities.

Fields Explained

• Field Chooser (*): Used to add or remove columns.

• Description: A description of the job.

• Trans No: The transaction code and number.

• Unit: Applies to quantities (Qtys) only. The unit for the entry.

• Estimated: The estimated value earned or spent.

• Actual: The actual value earned or spent.

• PARENTID: The system-generated number for the parent entry.

• Variance: The amount difference between the estimated and actual amounts.

• Var %: The percentage difference between the estimated and actual amounts.

• Menu (...): A context menu with the following options:

  • Open xxx: Where xxx represents the transaction code and number. Opens the listed transaction. 

Examples

Timekeeping Tab Explained

Timekeeping Summary: Fields Explained

• Field Chooser (*): Used to add or remove columns.

• ID: The system-generated number for the entry.

• Type: The type of job (e.g. Finishing, Packaging)

• Description: The description of the job.

• Est Hrs: The estimated number of hours the job should take.

• Act Hrs: The actual hours the job took

• Variance: 

  • The difference between the estimated and actual hours. 

  • If the actual hours exceeds the estimated hours the number is shown in red.

  • The time displayed is rounded, however, the variance is calculated on the unrounded time.

Timekeeping: Fields Explained

• Field Chooser (*): Used to add or remove columns.

• Type: The type of job (e.g. Finishing, Packaging).

• Date: The date of the timekeeping entry.

• Link: The transaction that the timekeeping is linked to.

• Item: The item that was selected on the timekeeping record (if any).

• Cost Centre: The linked cost centre.

• Tracking: The type of tracking done (e.g. run, washup).

• Operator: The name of the operator who recorded the timekeeping.

• Rate: The rate for the cost centre.

• Hr/s: The number of hours it took.

• Cost: The number of hours multiplied by the rate.

• Menu (...): Click the final column to display an eye, click the eye to open the timekeeping record.

Example