General Information about Post-Calculation

Why Use This Procedure?

This procedure is used to create post-calculations (also known as "costing", "cost accounting" or "actual job cost") for manufacturing orders. When registering orders, certain calculated information is saved for the order you are registering such as the planned time, planned cost of labor, planned quantity and planned price of material. When reporting orders, the final reported values of the above are also registered.

Reporting is carried out in one of the following procedures: Operation Reporting, Material Reporting, Comprehensive Reporting and Quick / Rest Reporting. You can also perform reporting via the Recording Terminal, if reporting is made from workshop terminals.

You can create a post-calculation for an entire project, an entire order or an individual part. The Create tab in the Post-Calculation window is divided into an upper "Search Form" portion where you enter all the parameters for the calculation, and a lower "Search Form" portion where you enter the desired project, order number or part number.

The calculation takes place when the post-calculation is presented, either by using Preview, Display List or Print under the window functions. The post-calculation can be presented as different lists, where each list represents a tab in the window. The available list alternatives are:

• Operation log - shows reported information for each operation and any comments entered by the operators in connection with the reporting.
• Operations - shows all incorporated operations. Here you also make additional calculations of supplier invoice bases and adjustment operations for nonconformities.
• M-Parts - shows all incorporated manufactured parts.
• S-Part - shows all incorporated stocked manufactured parts.
• P-Parts - shows all incorporated purchased parts.
• Warning - The tab is activated if operations or material have a rest quantity.
• Summary - shows a summarized calculation with different mark-ups, and is divided into "planned" and "reported".
• Order text - shows any order additional text and comments from operators that are registered for the current order, but you can also modify and add new text here.
• Purchase - This tab is activated by a setting under the Create tab. The tab shows any purchase orders that are linked to the current order.
• Preview - shows the selected printout alternatives in the preview mode.

Please note! If the order includes information (such as time and costs) from received subcontract invoices and adjustment operations for nonconformities, you need to make additional calculations afterwards. Additional calculations take place under the Operations tab, via the Info menu, after you have loaded the calculation.

Conditions for Calculations

You can select one cost factor alternative for each calculation, the cost factor alternative consists of a certain combination of cost factors. Current and future cost factors are updated in the Update Work Center procedure. The cost factors can be divided up into different mark-ups such as direct labor, manufacturing costs, etc. The post-calculation can also be calculated for Future cost factors.

If you select the Current price type, you can calculate the cost of material (for purchased and incorporated stocked parts) for different price types, such as the Supplier price, Standard price, Post-calculated mean price etc. Price types are updated in the Inventory module in the Update Part - Inventory procedure or in the Manufacturing module in the Preparation procedure, except for the Post-calculated mean price which is updated in the Post-Calculation Selection procedure. You select the price type that you want to apply to each calculation and part type.

You can apply several different mark-ups in the calculation, that will be shown in the summary list. The different mark-ups that can be applied are:

• SO Mark-up - Storage overhead mark-up. The SO mark-up is a general mark-up on the entire cost of material. For purchased parts you can also register SO mark-up exceptions, for example for a purchased part that is included in the calculation, but which is particularly expensive and should therefore have a lower SO mark-up. If there are SO Exceptions saved for the part in question, then that mark-up is applied as the standard SO mark-up for that part in the calculation.
• SC Mark-up - Subcontract cost mark-up. The SC mark-up can be applied to S-parts and M-parts, both as a standard value and as an exception.
• Sales Overhead mark-up - overhead and "cost of sales" markup. The Sales Overhead is a mark-up on the entire manufacturing cost, which creates a cost price. You can determine whether or not to include the cost of material in the manufacturing cost before applying the Sales Overhead mark-up, by setting a parameter in the Settings procedure.
• Profit - an additional mark-up on the cost price.

Window Functions

Read more about the Window functions under Window Functions in the chapter MONITOR's Program Window in the MONITOR Basics.