See also:
You will find a general description of Managing Lists in the System in the chapter MONITOR General Information in the MONITOR Basics.
Why Use This Procedure?
This procedure creates post-calculations for a selection of finished manufacturing orders or finished operations that you select under the Create tab. When registering orders, certain pre-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 operations, the corresponding reported values are 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 in the Recording Terminal if you use the Workshop Info module.
What Does This Procedure Do?
You can print different lists from the post-calculations for the selected orders. Depending on how you have classified the lists, you can see the planned and reported values at operation level or order level. Under the Preview tab you view the list as it would look when printed out on a printer. Also see the Printout Samples.
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.
For post-calculated material value you can calculate the cost of material (for purchased and incorporated stocked parts) for different price types, provided that the price type Current is selected. For example Supplier price, Standard price, Post-calculated mean price etc. These price types are updated in the Inventory module in the Update Part - Inventory procedure or in the Manufacturing module in the Preparation procedure. The Post-calculated mean price is updated in this procedure, in the field Save to when classifying by Part number. You select the price type that you want to apply to each calculation and part type.
Calculating the Efficiency Factor
If you classify by Work Center or Actual finish period for Operation, you will see an additional column called E-factor for the Efficiency factor. This factor is used to get a quick overview of which orders, work centers etc. that are doing well or not. The E-factor (E) is calculated by using planned time for the reported quantity according to the following formula:
E = Planned time * Reported quantity / (Reported time * Planned quantity).
If the planned and reported quantity is not the same, you cannot use the remaining sub-totals to calculate the average E-factor.
On the total row, you will then find an E-factor which is a weighted average of all the included sub-totals. This is calculated by dividing the sum of the E-factor * Reported time (for each row) with the total Reported time.
Warehouse Management
The Post-Calculation Selection manages warehouse in the following way: When classifying by Work center and Actual finish period OP, only the operations in the work centers that belong to the selected warehouse will be shown. When classifying by Order number and Part number, only the orders that are registered on the selected warehouse will be shown.
If you have checked the option All WH (show all warehouses: When classifying by Work center and Actual finish period OP, the operations in the works centers that belong to all warehouses will be shown. When classifying by Order number and Part number, the orders that are registered on all warehouses will be shown.
What Update Options Exist for this Procedure?
When you classify by Order number, list type Standard, you can select which orders in the list that shall be updated to Status 5 = “Post-calculated”. If you select list type Diff, classified by Part number, you can select the orders that you want to exclude from the calculation and which shall not be saved to Post-calculated mean price.
When you classify by Part number and the list type Only total, you can update the part category in the list.
Can Any Charts Be Displayed?
If you select the list types Only total or Diff, you will be able to view calculated values in chart form.
Window Functions
Read more about the Window functions under Window Functions in the chapter MONITOR's Program Window in the MONITOR Basics.