Production Module
Bill Of Materials
Module Guide: Bill of Materials (BOM)
Module Location
PPIC > Bill of Materials
Module Objective
The Bill of Materials module is the master data hub for creating and managing Bills of Materials (BOMs). A BOM is the standard "recipe" or formula that details all components, raw materials, and packaging materials, along with their quantities, needed to produce one unit of a finished good.
1. Main View (BOM List)
The main page of this module displays a list of all Bills of Materials (BOMs) that have been defined in the system.
View Explanation
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View: This page is a list of all product recipes. You can see the BOM Code and the Finished Good name that results from that recipe.
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[New]: The primary button to create a new Bill of Materials (BOM).
2. Steps to Create a New BOM
Step 1: Create a New BOM
From the Main View, click the [New] button to open the BOM creation form.
Step 2: Define the Production Result (Output)
Step 3: Detail the Required Materials (Input)
Step 4: Save the BOM
After all output and input materials are filled in correctly, click the [Save] button to save the new recipe or BOM.
Workflow & Integrated Business Process
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Planning Basis: The BOM you create here is the fundamental data that will be used by the MRP (Material Requirements Planning) system to calculate the total raw material requirements.
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Production Basis: This BOM will also be the reference when creating a Production Order to ensure the requested and used materials are in accordance with the standard.
Tips & Important Notes
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The accuracy of the BOM data (especially the input material quantity) is crucial. An error here will cause errors in purchase planning, cost calculation, and stock control.
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This is a vital master data module for the PPIC, R&D, and Production teams.
Item/Service Formula Template
Module Guide: Item/Service Formula Template (BOM Template)
Module Location
Production > Item Formula > Item/Service Formula Template
Module Objective
The Item/Service Formula Template module serves as the master data hub for creating reusable recipe "templates" or frameworks. Its purpose is to standardize components or production stages that are similar across various products, thereby speeding up and simplifying the process of creating new Bills of Materials (BOMs).
1. Main View (Template List)
The main page of this module displays a list of all formula templates that have been defined in the system.
View Explanation
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View: This page is a list of all existing templates. You can see the Design Code, Design Name, and Standard Quantity for each template.
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Filter: You can search for a specific template by Design Code.
2. Steps to Create a Template (Conceptual)
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Create a New Template: From the main page, you will create a new template (likely via a "New" button not visible in the image).
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Define the Name: Give the template a clear name, for example, "Basic Chocolate Biscuit Recipe" or "Standard Packaging Process".
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Add Standard Components: Inside the template, you will add the standard components or steps that apply to many products. For example, for a "Basic Biscuit Recipe" template, you could add base ingredients like flour, sugar, and butter with their standard ratios.
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Save the Template: Save the template for later use.
Workflow & Integrated Business Process
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This module is a preparatory step before creating a specific BOM.
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When you create a new BOM in the Bill of Materials module, you can choose to start from a template. The system will then automatically load all the standard components or steps from that template, and you will only need to add the unique ingredients or adjust the quantities.
Tips & Important Notes
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Use templates for products that have many similarities (product families) to ensure consistency and save time.
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This is a very useful tool for the R&D (Research and Development) and PPIC teams to standardize the new product development process.
Master Activity
Module Guide: Master Activity (Production Activities)
Module Location
Production > Settings > Master Activity
Module Objective
The Master Activity module serves as the master data hub for defining all standard activities, stages, or sections within the production process. Each activity created here (e.g., "Formulation Activity", "Baking Activity") will become a reusable building block when defining the production process flow (routing) for each product.
1. Main View (Activity List)
The main page of this module displays a list of all standard production activities that have been defined.
View Explanation
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View: This page is a list of all existing activities. You can see the Activity Name, standard Duration, and a brief Description.
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[Add]: The primary button to create a new standard activity.
2. Steps to Add a New Activity
Step 1: Create a New Activity
From the Main View, click the [Add] button to open the Add Activity form.
Step 2: Fill in Activity Details
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Activity Name: Enter a clear name for the process stage (e.g., Mixing, Baking, Cooling, Packaging).
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Duration: Enter the estimated standard duration required to complete this activity.
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Description: Provide additional explanation regarding the activity.
Step 3: Save
After all data is filled in, click the [Save] button to save the new activity.
Workflow & Integrated Business Process
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This module is a preparatory step before you can create a detailed production process flow.
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The activities you define here will become the options when you build the Production Routing or workflow in another module, which will determine the sequence of steps for making a product.
Tips & Important Notes
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Ensure the standard Duration is filled in as accurately as possible, as it will become the basis for production scheduling and capacity calculations.
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This is a fundamental master data module that should be set up by the Industrial Engineering or PPIC team.
Item Formula
Module Guide: Item Formula (Bill of Materials - BOM)
Module Location
Production > Item Formula
Module Objective
1. Main View (Formula List)
The main page of this module displays a list of all Formulas or BOMs that have been defined in the system.
View Explanation
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View: This page is a list of all product recipes. You can see the Item/Service Code of the finished good, the Standard Quantity (standard batch size), and the Status of each formula.
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[New]: The primary button to create a new Formula/BOM.
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[Delete]: To delete a selected formula.
2. Steps to Create a New Formula
Step 1: Create a New Formula
From the Main View, click the [New] button to open the Add Formula form.
Step 2: Define the Product and BOM Code
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In the Item/Service Code column, select the Finished Good item from the dropdown for which you are creating a recipe.
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In the BOM column, enter a unique code for this formula or recipe.
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Click [Save].
Step 3: Detail the Components (Conceptual)
After saving, you will be directed to a detail screen (similar to the Bill of Materials module) to detail:
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Output Material: The finished good that is produced.
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Workflow & Integrated Business Process
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Planning Basis: The BOM created here is the fundamental data that will be used by the MRP (Material Requirements Planning) system to calculate raw material requirements.
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Production Basis: This BOM will also be the reference when creating a Production Order.
Tips & Important Notes
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The accuracy of the BOM data is crucial. An error in the material quantity will cause errors in purchase planning, cost calculation, and stock control.
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This is a vital master data module for the PPIC, R&D, and Production teams.
Formula Inbox
Module Location
Module Objective
1. Main View (Formula List)
The main page of this module is an "inbox" that displays all formulas requiring your approval.
View Explanation
This page provides a summary of all formulas that are awaiting approval.
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Filters: You can filter the list by View Item/Service Formula Status.
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Document List: The table below will display all formulas awaiting action, with columns such as Formula Number, related Item/Service Code, Formula Status, and Approval Status.
2. Approval Process Steps
The following is the standard workflow for an approver.
Step 1: Access the Inbox
Step 2: Review the Formula Details
Click on one of the rows in the table to open the detail view of that formula. In the detail page, you can check all the component details, both input and output materials, along with their standard quantities.
Step 3: Provide Approval
After you review the formula details in Step 2, you will find a button to grant approval (e.g., an "Approve" button) within that detail page. Click the appropriate button to complete the review process.
Workflow & Integrated Business Process
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A manager reviews and approves it.
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After approval, the formula becomes the active, standard recipe, ready for use in the MRP process and for creating Production Work Orders.
Tips & Important Notes
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This approval process is a crucial quality control step to ensure all product recipes are correct, accurate, and up to standard before being used in mass production.
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This module is typically accessed by an R&D Manager, Production Manager, or PPIC Manager.
Item Cost Calculation
Module Guide: Item Cost Calculation
Module Location
PPIC > Item Cost Calculation
Module Objective
The Item Cost Calculation module is a cost accounting tool used to calculate or "assemble" the total cost of an item. This module allows the user to calculate a product's standard cost by combining several cost components, such as the cost of materials used (Items/Services Used), standard costs (e.g., labor), and additional costs (e.g., transportation).
1. Main View (Calculation List)
The main page of this module displays a list of all cost calculation documents that have been previously created.
View Explanation
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View: This page is a history of cost calculation documents. You can see the Code and Item/Service Name whose cost has been calculated.
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[New]: The primary button to start a new cost calculation.
Step 1: Create a New Document
From the Main View, click the [New] button to open the Add Calculation form.
Step 2: Define the Target Item
Step 3: Detail the Cost Components
At the bottom of the form, add all the cost components that make up the target item:
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Items/Services Used: In this table, add all materials or components used to make the target item, along with their Qty (quantity).
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Standard Costs: Select and add relevant standard costs, such as COGM_DIRECTLABOUR (Direct Labor Cost).
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Additional Costs: Add other costs that need to be allocated, such as Transportation Cost.
Step 4: Save the Calculation
After all cost components have been entered, click the [Save] button. The system will sum up all these costs to generate the final total cost (standard cost) of the target item.
Tips & Important Notes
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This module is crucial for establishing the standard cost for purchased items (to calculate landed cost) or for internally produced sub-assemblies.
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The standard cost generated here will become the basis for inventory valuation and the Cost of Goods Sold (COGS) calculation.
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This is a very important module for the Cost Accounting team.
Production Schedule
Module Guide: Production Schedule
Module Location
Production > Production Planning > Production Schedule
Module Objective
The Production Schedule module serves as the center for creating and managing the Master Production Schedule (MPS). Its purpose is to input the production plan—which product will be made, on which machine, how many, and when—into the system. This schedule becomes the basis for all subsequent production planning and execution activities.
1. Main View (Production Schedule List)
The main page of this module displays a list of all production schedule documents that have been uploaded or created.
View Explanation
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View: This page is a history of all existing production schedules. You can see the Doc. Number, the scheduled Machine, the Start Period, and the Document Status (whether it has been approved or not).
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[New] or [Manual Input]: The primary button to create a new production schedule. In many cases, this will lead to a page for uploading the schedule.
2. Steps to Create a Production Schedule (via Upload)
The most efficient way to create a schedule is by uploading an Excel file.
Step 1: Open the Upload Page
From the Main View, click the [New] button or similar to open the Upload Production Schedule page.
Step 2: Download and Fill in the Template
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On the upload page, click the Download Excel Format link to download the standard template.
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Open the Excel file and fill it in with your production plan, which usually includes columns like Product Code, Quantity, Machine, and Production Date.
Step 3: Upload the Schedule
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Return to the upload page, click the [Choose File] button and select the Excel file you have filled in.
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Click the [Import] button to upload the plan into the system.
Workflow & Integrated Business Process
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A Production Schedule that has been uploaded and approved becomes the master plan for the production department.
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This schedule will become the basis for:
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Running MRP (Material Requirements Planning) to calculate raw material needs.
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Creating Production Orders to be executed on the production floor.
Tips & Important Notes
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The upload-from-Excel feature greatly speeds up the schedule creation process, especially for weekly or monthly planning that involves many products.
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Ensure the data in the Excel file is accurate to avoid errors in material and production planning.
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This is the main and most fundamental work module for the PPIC (Production Planning and Inventory Control) team.
Production Man Power
Report Module Guide: Production Man Power (Production Labor Schedule)
Module Location
Production > Production Planning > Production Man Power
Module Objective
The Production Man Power module is used to generate a highly detailed schedule report regarding the allocation of labor (manpower) for each production line, shift, and product that will be made. This report is a daily operational tool to ensure every production session has the correct number of personnel in each section (e.g., Production, MTC, QA).
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
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Period: Specify the schedule date range in the From and To fields.
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Shift: Filter the report for a specific work Shift or select All.
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Line: Select the specific production Line whose schedule you want to view.
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Item Name: Select to view the schedule for All items or Per specific Item.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Period, Shift, and Line you wish to review.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
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[Display Report]: To preview the report directly on your screen.
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[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a highly detailed labor allocation schedule, broken down by line, date, and shift.
This report displays important details such as:
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Man Power: This section details the number of personnel allocated per function, such as PROD (Production), MTC (Maintenance), and QA (Quality Assurance).
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MFG Work Hours: Shows the start and end times for each production session.
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Product: Displays the item being produced during that shift.
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Machine: Shows the specific machine being used.
Tips & Important Notes
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This report is a crucial daily operational tool for Production Supervisors and Line Leaders for briefings before a shift begins.
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Use this report to ensure that the number of personnel on each line matches the production needs for that day.
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This report's data is pulled from the Production Schedule module, which has been combined with human resource allocation data.
Monthly Planning
Module Guide: Monthly Production Planning
Module Location
Production > Production Planning > Monthly Planning
Module Objective
The Monthly Planning module serves as the center for creating and managing the Monthly Production Plan. This is a high-level plan that sets the production targets for the month ahead. This plan becomes the basis for more detailed planning, such as the creation of the weekly Master Production Schedule and medium-term material requirements calculation.
1. Main View (Monthly Planning List)
The main page of this module displays a list of all monthly planning documents that have been uploaded into the system.
View Explanation
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View: This page is a history of all existing monthly production plans. You can see the Document Number, the planning Period, and its Status (whether it has been approved or not).
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[New]: The primary button to start the process of creating a new monthly plan.
2. Steps to Create a Monthly Plan (via Upload)
The main way to create a monthly plan is by uploading a formatted Excel file.
Step 1: Open the Upload Page
From the Main View, click the [New] button to open the Upload Monthly Plan page.
Step 2: Download and Fill in the Template
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On the upload page, click the Download Excel Template link to download the standard template.
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Open the Excel file and fill it in with your monthly production targets, which usually include columns such as Product Code and Target Quantity.
Step 3: Upload the Plan
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Return to the upload page, click the [Choose File] button, and select the Excel file you have filled in.
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Click the [Import] button to upload the plan into the system.
Workflow & Integrated Business Process
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The Monthly Plan uploaded here is the strategic plan that becomes the main reference for the PPIC team.
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This plan will be broken down into a more detailed plan in the Production Schedule module (e.g., into a weekly schedule).
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This plan is also an important input for the MRP (Material Requirements Planning) process to predict raw material needs for the month ahead.
Tips & Important Notes
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The upload from Excel feature greatly speeds up the monthly planning process.
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This is a crucial strategic module and is the first step of the entire production planning cycle. This module is typically used by the PPIC Manager.
Production Planning
Module Guide: Production Planning (Production Plan Header)
Module Location
PPIC > Production Planning
Module Objective
The Production Planning module serves as the initial step to create a "container" or master document (header) for a monthly production plan. This module is used to define the period (Month and Year) of the production plan before its details are input or uploaded.
1. Main View (Production Plan List)
The main page of this module displays a list of all production planning master documents that have been created.
View Explanation
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View: This page is a history of all existing production plans, identified by Transaction ID (e.g., Plan Mar-2022), Month, and Year.
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[New]: The primary button to create a new production plan document.
2. Steps to Create a Production Plan Document
Step 1: Create a New Plan
From the Main View, click the [New] button to open the Add Production Plan form.
Step 2: Define the Period
Step 3: Save
Click the [Save] button. This action will create a new master document or "header" for the period you have selected, which will then appear in the main list.
Workflow & Integrated Business Process
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This module is the first and most basic step in the production planning cycle.
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After the master document is created here, the next step is to input or upload the specific details of that production plan (which product, how many) via another module, such as Monthly Planning.
Tips & Important Notes
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This module functions to create the "framework" for a monthly plan.
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This is the module used by the PPIC team to initiate the planning cycle each month.
Production Planning Report
Report Module Guide: Production Planning Report
Module Location
PPIC > Production Planning > Production Planning Report
Module Objective
The Production Planning Report module is used to generate a comprehensive report that compares the production plan with its actual realization within a specific period. This report is the primary monitoring tool for tracking production performance from the planning stage, to execution, through to shipment.
1. Report Parameters (Filter)
The main page of this module is a simple form for defining the report period.
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Production Planning Report: Specify the date range in the From and To fields to see the planning and realization data for that period.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Period range you wish to analyze.
Step 2: Generate the Report
After the parameters are set, click one of the two buttons at the bottom:
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[Display Report]: To preview the report directly on your screen.
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[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a detailed comparison between the plan and the realization for each item.
Key Column Explanation
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Production Target: The target quantity to be achieved.
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Production Plan: The quantity scheduled to be produced based on the Production Schedule.
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Actual Production: The actual quantity that was successfully produced and reported from the production floor.
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Actual Shipment: The quantity from the production output that has been shipped to customers or the finished goods warehouse.
How to Analyze: The main focus of this report is to compare the Production Plan column with the Actual Production column to measure production target achievement (plan vs. actual attainment).
Tips & Important Notes
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This report is the primary performance dashboard for PPIC Managers and Production Managers.
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Use this report for weekly or monthly evaluations to identify problems on the production floor that are causing targets to be missed.
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This report's data is a summary of the entire production workflow, from the Production Schedule through to the Delivery Order.
Productivity Report
Report Module Guide: Productivity Report
Module Location
Production > Reports > Productivity Report
Module Objective
The Productivity Report module is used to generate an analytical report that measures effectiveness and productivity on the production floor. This report calculates various Key Performance Indicators (KPIs) by comparing the total production output with the resources used (input), such as labor and work hours, for each production line.
1. Report Parameters (Filter)
The main page of this module is a simple form for defining the report period.
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Date: Specify the date range in the From and To fields to see the productivity data for that period.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Date range you wish to analyze.
Step 2: Generate the Report
After the parameters are set, click one of the two buttons at the bottom:
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[Display Report]: To preview the productivity report directly on your screen.
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[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a matrix that summarizes productivity metrics for each production line or machine.
Key Column Explanation
This report is grouped by production line (e.g., B01, B02, B03). For each line, this report calculates:
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Production Output: Total Output Per-Carton and Total Output Per-Kilo.
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Productivity KPIs:
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Average Salary Cost Rp/Kg: Measures the labor cost required to produce each kilogram of product.
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Average Salary Cost Rp/Crt: Measures the labor cost required to produce each carton of product.
Tips & Important Notes
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This report is a crucial performance analysis tool for Production Managers and PPIC Managers.
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Use this report to compare the efficiency and cost per unit between different production lines.
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A lower Average Salary Cost figure indicates higher productivity.
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This report's data is pulled from the daily production output records and employee work hour data.
Work Order
Module Guide: Work Order (Production Work Order)
Module Location
PPIC > Work Order
Module Objective
The Work Order module is used to create and manage Production Work Orders or Manufacturing Orders. This is the official instruction document issued by the PPIC department to the production floor. This document details what product must be made, what quantity, on which machine, when, and on which shift.
1. Main View (Work Order List)
The main page of this module displays a list of all Work Order documents that have been created, whether they are in progress, planned, or completed.
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View: This page is the monitoring center for all production activities. You can see the Work Order No., Date Created, Item/Service Name being produced, Work Order Status, and Approval Status.
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[New]: The primary button to create a new Work Order, usually by selecting a product first.
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[New Direct]: Likely to create a new Work Order directly via the main form.
2. Steps to Create a New Work Order
Step 1: Start Creating a Work Order
From the Main View, click the [New] button. You will be directed to the product selection screen.
Step 2: Select the Product to be Made
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On the Add Work Order screen, select one or more Finished Goods from the list on the left.
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Click [Next >>] to continue.
Step 3: Fill in the Work Order Details
You will be directed to the main Add Work Order form.
Step 4: Submit the Work Order
After all details are filled in, click the [Save & Confirm] button to save and submit the Work Order for the approval process.
Workflow & Integrated Business Process
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Basis of Creation: A Work Order is usually created based on the planned Production Schedule.
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Execution: After approval, this Work Order becomes the official instruction for the Production Supervisor to start activities on the factory floor.
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Reporting: Production results (good quantity and defective quantity) will be reported against this Work Order number.
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Completion: After it is finished, closing the Work Order will trigger:
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Reduction of raw material stock used (backflushing).
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Addition of finished goods stock (Goods Receipt from Production).
Tips & Important Notes
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This module is the bridge between planning (PPIC) and execution (Production).
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The accuracy of the data in the Work Order is crucial for ensuring material availability, machine scheduling, and correct production cost calculation.
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This is a crucial daily work module for the PPIC team and Production Supervisors.
Work Order Inbox
Module Guide: Work Order Inbox
Module Location
PPIC > Work Order > Work Order Inbox
Module Objective
The Work Order Inbox module serves as the approval center for all Work Orders that have been submitted. Every production work order must be reviewed and approved here by an authorized manager (e.g., a PPIC or Production Manager) before it becomes an official instruction that can be executed by the production floor.
1. Main View (Work Order List)
The main page of this module is an "inbox" that displays all Work Order documents requiring your action.
View Explanation
This page provides a summary of all work orders that are awaiting approval.
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Filters: You can search for a specific document by Work Order Number or a Date range.
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Document List: The table below will display all documents awaiting action, with columns such as Work Order Number, Work Order Status, and Approval status.
2. Approval Process Steps
The following is the standard workflow for an approver.
Step 1: Access the Inbox
Open the Work Order Inbox module to see the list of work orders that require approval.
Step 2: Review the Work Order Details
Click on one of the rows in the table to open the detail view of that Work Order. In the detail page, you can check all the information, such as the product to be made, its quantity, the allocated machine, and its production schedule.
Step 3: Provide Approval
After you review the Work Order details in Step 2, you will find a button to grant approval (e.g., an "Approve" button) within that detail page. Click the appropriate button to complete the review process.
Workflow & Integrated Business Process
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A Work Order is created and submitted by a PPIC planner.
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The document automatically enters the queue in this Inbox.
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A manager reviews and approves it.
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After approval, the Work Order becomes a valid instruction for the production team. This approval also most likely triggers the reservation of the required raw materials from the warehouse.
Tips & Important Notes
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This approval process is an important control step to ensure all production activities that are about to run are in accordance with the master plan and resource availability.
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This module is typically accessed by a PPIC Manager or Production Manager.
Work Order Transaction
Module Guide: Work Order Transaction (Work Order Execution)
Module Location
PPIC > Work Order > Work Order Transaction
Module Objective
The Work Order Transaction module is the execution screen where the production team can update the status and record the actual results of a Work Order that is in progress or has been completed. This is a crucial step for reporting progress from the production floor back to the planning system (PPIC).
1. Main View (Work Order List)
The main page of this module displays a list of all Work Orders, which functions as a dashboard for selecting jobs to be updated.
View and Usage Explanation
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View: This page displays a list of all Work Orders with details such as Work Order Number, Start Date, End Date, and Work Order Status.
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How to Use:
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Find the Work Order Number whose status you want to update.
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Click on that row to open its detail page. The [Start] and [Close] buttons are also likely used to change the status in bulk from this screen.
2. Steps to Update a Work Order Transaction
Step 1: Open the Work Order Details
After selecting a Work Order from the list, you will see its detail page, which is ready to be updated.
Step 2: Update Status and Results (Important!)
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Update the Work Order Status (not visible, but there is usually a dropdown to change the status from "Started" to "Completed").
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In the Production section, in the FG Quantity (Inventory) column, enter the actual quantity of finished goods that was successfully produced.
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You can also update other information, such as the Actual Machine To Be Used, if there is a change from the plan.
Step 3: Save the Transaction
After all actual data is filled in, click the Save or Confirm button to record the production results.
Workflow & Integrated Business Process
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Impact: Updating and completing a Work Order here will trigger several very important automated processes:
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Addition of Finished Goods Stock: The quantity you enter in the FG Quantity (Inventory) will automatically add to the finished goods stock in the warehouse.
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Reduction of Raw Material Stock (Backflushing): The system will automatically reduce the raw material stock according to the recipe (BOM) and the quantity of finished goods produced.
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Reporting: The data recorded here will directly update the Production Planning Report, filling in the "Actual Production" column.
Tips & Important Notes
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This is a crucial daily work module for Production Supervisors or Production Admins to report the work results from each shift.
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Ensure the production output quantity that is input is accurate, as it will have a direct impact on the accuracy of inventory data and cost calculations.
Job Order Batch
Module Guide: Job Order Batch (Assign/Update Batch Number)
Module Location
Production > Work Order > Job Order Batch
Module Objective
The Job Order Batch module functions as an interface for assigning or updating batch numbers on existing Work Order documents. This is a crucial step to ensure product traceability from the start to the end of the production process. Every change made here will be recorded in an audit log.
1. Main View (Work Order List)
The main page of this module is an interactive list that displays all Work Orders, allowing you to manage their batch numbers directly.
View and Key Column Explanation
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View: This page is a list of all Work Orders that you can filter by Work Order Number or Date.
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Old Batch: Displays the previous batch number (if any).
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New Batch: This is the main input column. This is where you type the new batch number for the Work Order.
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[New Batch]: Likely used to generate a new batch number automatically by the system.
2. Steps to Change a Batch Number
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Find the Work Order: Use the filters at the top to find the Work Order whose batch number you will assign or change.
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Save Changes: After finishing, save the changes (possibly via an unseen button or an automatic save after entry).
3. Change History (Log Update)
Every time you change a batch number, the system will automatically record it in the Batch UPDATE LOG for audit purposes.
This log will display the JO Code (Work Order), Old Batch, New Batch, Changed By, and Last Change, so all changes can be traced back.
Tips & Important Notes
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The accuracy of the batch number is crucial for the quality control (QC) process, inventory tracking, and in the event of a product recall.
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Ensure the batch number being input is unique and follows the company's numbering standards.
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This module is an important work tool for the PPIC Admin and Production Supervisors.
Production Plan
Module Guide: Production Plan
Module Location
PPIC > Production Planning > Production Plan
Module Objective
The Production Plan module serves as a center for viewing all Production Plan documents that have been created. Unlike other planning modules that might be based on file uploads, this module displays a list of plans that have been created in the system and functions as a starting point for reviewing or printing the details of those plans.
1. Main View (Production Plan List)
The main page of this module displays a list of all Production Plan documents that have been created.
View Explanation
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View: This page is a history of all production plans. You can see the PP Code (Production Plan Code), Period Group, and its schedule.
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Filters: You can search for a specific production plan by PP Code or a Date range.
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[Print]: The primary button to print the details of a selected Production Plan document.
2. How to Use
This module is a report or inquiry module.
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Find the Plan: Use the filters at the top to find the Production Plan you wish to review.
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View Detail/Print: Select one or more plans from the list, then click the [Print] button to generate a detailed report of that plan.
Tips & Important Notes
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This module functions as a "gateway" for printing Production Plan documents that are already final.
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Production Schedule
Module Guide: Production Plan
Module Location
PPIC > Production Planning > Production Schedule
Module Objective
The Production Plan module serves as a center for viewing all Production Plan documents that have been created. Unlike other planning modules that might be based on file uploads, this module displays a list of plans that have been created in the system and functions as a starting point for reviewing or printing the details of those plans.
1. Main View (Production Plan List)
The main page of this module displays a list of all Production Plan documents that have been created.
View Explanation
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View: This page is a history of all production plans. You can see the PP Code (Production Plan Code), Period Group, and its schedule.
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Filters: You can search for a specific production plan by PP Code or a Date range.
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[Print]: The primary button to print the details of a selected Production Plan document.
2. How to Use
This module is a report or inquiry module.
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Find the Plan: Use the filters at the top to find the Production Plan you wish to review.
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View Detail/Print: Select one or more plans from the list, then click the [Print] button to generate a detailed report of that plan.
Tips & Important Notes
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This module functions as a "gateway" for printing Production Plan documents that are already final.
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MRP
Report Module Guide: Material Requirements Planning (MRP Report)
Module Location
PPIC > Reports > MRP
Module Objective
The Material Requirements Planning (MRP) Report module is a crucial planning tool used to calculate future net material requirements. This report compares the total material demand (based on the sales forecast or production plan) with current and incoming stock availability (from outstanding POs) to determine which items need to be purchased and in what quantity.
1. Report Parameters (Filter)
The main page of this module is a form to define the scope and period of the MRP calculation.
Here is an explanation for each parameter:
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Forecast Period: Specify the Start Date and End date range for the forecast or production plan whose requirements will be calculated.
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Category: Filter the calculation for a specific material category or All Categories.
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Include Expired Item: Check this if you want to include items nearing their expiration date in the stock availability calculation.
2. Steps to Generate the Report
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Step 1: Set Report Parameters Define the Forecast Period you wish to plan for.
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Step 2: Generate the Report After the parameters are set, click one of the buttons at the bottom:
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[Display Report]: To preview the MRP report directly on your screen.
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[Regenerate]: To run the MRP calculation process again.
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[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a planning worksheet that details the status of each material.
Key Column Explanation
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Stock: Shows the quantity of stock currently available in the warehouse.
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Outstanding (SPP / PO): Shows the quantity of goods that are currently on order (from both Purchase Requisitions and Purchase Orders) and will be received soon.
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Total Ostd & Stock: The total available quantity of the item (Stock + Outstanding).
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Forecast: The total gross requirement for this material based on the selected production or sales plan for the period.
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+/-: The Most Important Column. This is the net requirement, calculated from Forecast - Total Ostd & Stock. If the value is negative, your stock is sufficient. If the value is positive, that is the amount you must purchase.
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MOI (Month of Inventory): An estimate of how many months the current stock will last.
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Status & LT (Lead Time): Shows the planning status and the purchase lead time for the item.
Tips & Important Notes
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This report is the "brain" of the planning system. Use the results from the +/- column as the primary basis for creating new Purchase Requisitions (PR) or Purchase Orders (PO).
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Running the MRP report routinely (e.g., weekly) is crucial for maintaining a smooth production flow and preventing raw material shortages.
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This is a crucial strategic report for the PPIC and Purchasing teams.
Material Requisition
Module Guide: Material Requisition (Material Requisition for Production)
Module Location
PPIC > Material Requisition
Module Objective
The Material Requisition module serves as a tool for the production department to create an official request for materials or raw materials from the warehouse. This request is specifically linked to a Work Order (SPK), ensuring that the requested materials match the requirements for a specific production batch. This is the initial step in the material fulfillment workflow for production.
1. Main View (Requisition List)
The main page of this module displays a list of all material requisition documents that have been created.
View Explanation
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View: This page is the monitoring center for all material requests. You can track the lifecycle of each request through the status columns, such as Requisition Status, Shipment Status, and Goods Receipt Status.
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[New]: The primary button to create a new material requisition.
2. Steps to Create a Material Requisition
Step 1: Create a New Requisition
From the Main View, click the [New] button to open the Add Requisition form.
Step 2: Fill in Header Information (Important!)
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Fill in the Requisition Date.
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Define where the request is coming from (Request From) and where it is directed (Request to, i.e., the warehouse).
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Select Work Order Number: Search for and select the relevant Work Order (Nomor SPK). The system will automatically load the list of material requirements based on the BOM from that work order into the table below.
Step 3: Verify the Order Quantity
The table at the bottom will be automatically populated with the Item/Service Code and the Order Quantity needed according to the work order. Re-verify the requested quantity.
Step 4: Submit the Requisition
After all data is verified, click the [Save & Confirm] button to submit your request for the approval and goods preparation process by the warehouse.
Workflow & Integrated Business Process
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This module is the bridge between the Production Work Order (SPK) and Warehouse Management.
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After this request is approved, this document becomes the official instruction for the warehouse team to prepare and issue the goods (Goods Issue) to the production floor.
Tips & Important Notes
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By always linking the requisition to the Work Order Number, you ensure that material usage is recorded accurately for each production batch, which is crucial for cost and efficiency tracking.
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This is a crucial daily work module for the PPIC team and Production Supervisors.
Purchase Requisition Inbox
Module Guide: Purchase Requisition Inbox
Module Location
PPIC > Material Requisition > Purchase Requisition Inbox
Module Objective
The Purchase Requisition Inbox module serves as the approval center for all Material Requisitions (MR) that have been submitted, specifically for items that need to be purchased. Every request must be reviewed and approved here by an authorized manager before the Purchasing department can proceed to the Purchase Order (PO) creation process.
1. Main View (Requisition List)
The main page of this module is an "inbox" that displays all requisition documents requiring your action.
View Explanation
This page provides a summary of all requisitions that are awaiting approval.
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Filters: You can search for a specific document by Material Requisition Code or a Date range.
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Document List: The table below will display all documents awaiting action, with columns such as Material Requisition Code, MR Date, Material Requisition Status, and Approval status.
2. Approval Process Steps
The following is the standard workflow for an approver.
Step 1: Access the Inbox
Open the Purchase Requisition Inbox module to see the list of requisitions that require approval.
Step 2: Review the Requisition Details
Click on one of the rows in the table to open the detail view of that request. In the detail page, you can check what item is requested, its quantity, and the reason for the request.
Step 3: Provide Approval
After you review the request details in Step 2, you will find a button to grant approval (e.g., an "Approve" button) within that detail page. Click the appropriate button to complete the review.
Workflow & Integrated Business Process
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A Material Requisition is created and submitted by the production or PPIC department.
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The requisition automatically enters the queue in this Inbox.
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A manager reviews and approves it.
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After approval, this request becomes a valid Purchase Requisition (PR/SPP) and serves as the basis for the Purchasing department to find a supplier and create a Purchase Order (PO).
Tips & Important Notes
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This approval process is a crucial control step for managing expenditures and ensuring all purchases are valid and necessary.
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This module is typically accessed by the requesting Department Head or the PPIC Manager.
Goods Shipment
Module Guide: Goods Shipment (Material Requisition Fulfillment)
Module Location
PPIC > Material Requisition > Goods Shipment
Module Objective
The Goods Shipment module is a transactional module used by the warehouse team to execute a goods issue based on an approved Material Requisition document. This module is used to officially record that materials have been prepared, taken from stock, and sent to the requesting production department.
1. Main View (Shipment List)
The main page of this module displays a list of all shipment documents that have been created to fulfill internal material requests.
View Explanation
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View: This page is a history of all internal goods shipment documents. You can see the Shipment Code, Shipment Date, and its status.
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Filters: You can search for a specific shipment document by Shipment Code or a Date range.
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[New] (Not visible, but is the primary button): To create a new shipment document.
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[Print]: To print the proof of goods issue or an internal delivery order.
Step 1: Create a New Shipment Document
From the Main View, click the [New] button to open the shipment form.
Step 2: Select the Requisition to be Fulfilled
Step 3: Verify and Input the Ship Quantity
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After you select the requisition, the system will display the details of the requested items along with their quantity.
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Prepare the goods physically from the warehouse.
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Enter the actual quantity you are issuing from the warehouse.
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Select the Warehouse or Bin location where you are picking the goods from.
Step 4: Confirm the Shipment
After all items and quantities are correct, confirm the document. This action will officially reduce the stock quantity in the system.
Workflow & Integrated Business Process
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This module is the execution step by the warehouse, performed after a Material Requisition is approved.
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Completing a transaction here will reduce the stock and charge the material cost to the related Production Work Order (SPK).
Tips & Important Notes
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This is a daily work module for Warehouse Staff who are responsible for serving the material needs of production.
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To maintain control and traceability, always ensure you create the shipment document based on an approved Material Requisition Code.
Goods Shipment Inbox
Module Guide: Goods Shipment Inbox
Module Location
PPIC > Material Requisition > Goods Shipment Inbox
Module Objective
The Goods Shipment Inbox module serves as the approval center for all Goods Shipment documents that were created to fulfill internal material requests. Every issuance of goods from the warehouse to production must be reviewed and approved here by an authorized manager before the stock is officially issued.
1. Main View (Shipment List)
The main page of this module is an "inbox" that displays all internal goods shipment documents requiring your action.
View Explanation
This page provides a summary of all shipments that are awaiting approval.
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Filters: You can search for a specific document by Shipment Code or a Date range.
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Document List: The table below will display all documents awaiting action, with columns such as Shipment Code, Shipment Date, Shipment Status, and Approval status.
2. Approval Process Steps
The following is the standard workflow for an approver.
Step 1: Access the Inbox
Open the Goods Shipment Inbox module to see the list of shipments that require approval.
Step 2: Review the Shipment Details
Click on one of the rows in the table to open the detail view of the shipment document. In the detail page, you can check what item is being issued, its quantity, and for which requisition and Work Order (SPK) the goods are intended.
Step 3: Provide Approval
After you review the shipment details in Step 2, you will find a button to grant approval (e.g., an "Approve" button) within that detail page. Click the appropriate button to complete the review process.
3. Workflow & Integrated Business Process
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A Goods Shipment document is created and submitted by a warehouse staff.
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The document automatically enters the queue in this Inbox.
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A manager (e.g., Warehouse Head or Production Supervisor) reviews and approves it.
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After approval, the stock reduction in the warehouse is finalized, and the material cost is officially charged to the Production Work Order (SPK).
Tips & Important Notes
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This approval process is the last control step before materials are physically and from an accounting perspective moved from the warehouse to the production floor.
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This module is typically accessed by the Warehouse Head or Production Supervisor.
Goods Receipt
Module Guide: Goods Receipt (Material Requisition Receipt)
Module Location
Production > Material Requisition > Goods Receipt
Module Objective
The Goods Receipt module is a confirmation module used by the production department to state that the materials they requested have been received from the warehouse. This is the final step in the internal material requisition cycle, which functions as proof of goods handover from the warehouse to the production floor.
1. Main View (Receipt List)
The main page of this module displays a list of all goods receipt documents that have been created to confirm internal material receipts.
View Explanation
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View: This page is a history of all receipt confirmations. You can see the Receipt Code, Receipt Date, and the reference Shipment Code from the warehouse.
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Filters: You can search for a specific document by Receipt Code or a Date range.
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[New] (Not visible, but is the primary button): To create a new receipt confirmation document.
2. Steps to Confirm Goods Receipt (Conceptual)
Step 1: Create a New Receipt Document
From the Main View, click the [New] button to open the receipt form.
Step 2: Select the Shipment Reference
Step 3: Verify and Confirm Receipt
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After you select the reference, the system will display the details of the shipped items along with their quantity.
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Verify that the goods received physically match the data displayed.
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Click the confirmation button to complete the process.
Workflow & Integrated Business Process
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This module is the third and final step in the internal material requisition cycle, after:
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Material Requisition (created by Production/PPIC).
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Goods Shipment (executed by the Warehouse).
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By confirming the receipt here, you officially close the requisition cycle and provide proof that the materials have arrived in the requestor's hands.
Tips & Important Notes
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This module serves as a handover mechanism to ensure no goods are lost between the warehouse and the production floor.
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This is an important confirmation module for Production Supervisors to ensure their team receives the correct materials as requested.
Goods Return
Module Guide: Goods Return (Material Return from Production)
Module Location
PPIC > Goods Return
Module Objective
The Goods Return module is used to record the process of returning leftover or unused materials or raw materials from a production section back to the warehouse. This process is crucial for ensuring inventory stock accuracy and for crediting the cost of unused materials back from the total production or Work Order cost.
1. Main View (Return List)
The main page of this module displays a list of all goods return documents that have been created.
View Explanation
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View: This page is a history of all goods return documents. You can see the Goods Return Code, Date, and Approval status.
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Filters: You can search for a specific document by Goods Return Code or a Date range.
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[New]: The primary button to create a new goods return document.
2. Steps to Record a Goods Return
Step 1: Create a New Return Document
From the Main View, click the [New] button to open the Add Goods Return form.
Step 2: Fill in Header Information
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Fill in the Goods Return Date.
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Define the Requesting Section (the production section returning the goods) and the Return To (destination warehouse).
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You can reference the original Material Requisition Code for traceability.
Step 3: Detail the Returned Goods
In the table at the bottom, click the [+] icon (not visible), then search for and select the Item/Service Code to be returned. Enter the quantity in the Qty column.
Step 4: Submit the Return
After all returned goods are filled in, click the [Confirm] button to save and submit the transaction for the next process, which is approval and receipt at the warehouse.
Workflow & Integrated Business Process
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This module is the reverse process of Goods Shipment (material issuance to production).
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After being confirmed and approved, this transaction will:
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Add the stock quantity back to the warehouse.
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Create a journal to credit the cost from the Production Work Order (SPK), making the actual production cost calculation more accurate.
Tips & Important Notes
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Recording the return of leftover material is crucial for the accuracy of the final production cost and stock data.
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This is an important module for Production Supervisors and Warehouse Staff.
Goods Return Inbox
Module Guide: Goods Return Inbox
Module Location
PPIC > Goods Return > Goods Return Inbox
Module Objective
The Goods Return Inbox module serves as an approval and confirmation center for all Goods Return documents from the production floor. After the production team submits a return of leftover material, the document must be reviewed and its receipt confirmed here by warehouse personnel before the stock is officially added back to the inventory.
1. Main View (Return List)
The main page of this module is an "inbox" that displays all goods return documents awaiting confirmation of receipt by the warehouse.
View Explanation
This page provides a summary of all returns that are waiting to be processed.
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Filters: You can search for a specific document by Goods Return Code or a Date range.
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Document List: The table below will display all documents awaiting action, with columns such as Goods Return Code, Goods Return Date, and Approval status.
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[Received]: The primary button to confirm that the returned goods have been physically received by the warehouse.
2. Steps for the Receipt Confirmation Process
The following is the standard workflow for a warehouse staff.
Step 1: Access the Inbox
Open the Goods Return Inbox module to see the list of materials that are in the process of being returned.
Step 2: Review and Physically Verify
Click on one of the rows in the table to open the detail view of the return document. While viewing these details, perform a physical verification of the returned goods to ensure the type and quantity are correct.
Step 3: Confirm Receipt
After you have verified that the physical goods match the document, return to the main list page, check the box on the left of the relevant row, and then click the [Received] button.
Workflow & Integrated Business Process
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A Goods Return document is created and submitted by the production team.
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The document automatically enters the queue in this Inbox.
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Warehouse Staff receives the physical goods and performs verification.
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Warehouse Staff confirms the receipt by clicking the [Received] button.
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After confirmation, the system will finally add the stock quantity back to the warehouse.
Tips & Important Notes
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The confirmation here is a crucial handover step to ensure stock accuracy.
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This action is proof that the warehouse has officially received the leftover material back from production.
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This module is typically accessed by Warehouse Staff or a Warehouse Head.
Goods Return Receipt
Module Guide: Goods Return Receipt (Return Receipt)
Module Location
PPIC > Goods Return > Goods Return Receipt
Module Objective
The Goods Return Receipt module is a confirmation module used by the warehouse team to state that the leftover material returned from production has been physically received. This is the final step in the internal goods return cycle, which functions as official proof of handover and triggers the addition of stock back into the warehouse.
1. Main View (Receipt List)
The main page of this module displays a list of all receipt confirmation documents that have been created.
View Explanation
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View: This page is a history of all return goods receipt confirmations. You can see the Goods Return Receipt Code, Date, and the original Goods Return Code reference.
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Filters: You can search for a specific document by number or Date range.
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[New] (Not visible, but is the primary button): To create a new receipt confirmation document.
2. Steps to Confirm Goods Receipt (Conceptual)
Step 1: Create a New Receipt Document
From the Main View, click the [New] button to open the receipt form.
Step 2: Select the Return Reference
Step 3: Verify and Confirm Receipt
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After you select the reference, the system will display the details of the returned items along with their quantity.
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Verify that the goods received physically match the data displayed.
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Click the confirmation button to complete the process.
Workflow & Integrated Business Process
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This module is the second and final step in the material return cycle, following Goods Return (submission from production).
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By confirming the receipt here, you officially close the return cycle. The system will:
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Add the stock quantity back to the warehouse.
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Complete the transaction and update the status of the return document.
Tips & Important Notes
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This module serves as a handover mechanism to ensure no goods are lost between the production floor and the warehouse.
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This is an important confirmation module for Warehouse Staff to ensure inventory data accuracy.
Factory Activity
Module Guide: Factory Activity (Factory Activity Dashboard)
Module Location
PPIC > Factory Activity
Module Objective
The Factory Activity module functions as a real-time monitoring dashboard that provides a general overview of all activities or jobs currently in progress on the factory floor. This module groups activities by production section or area and provides quick access to see the details of ongoing jobs.
1. Main View (Activity Dashboard)
The main page of this module displays a summary of activities grouped by production section.
View Explanation & Usage
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View: This page is divided by Section No. or production area (e.g., EPRD - Cream Production, BPRD - Biscuit Production, WPRD - Water Production).
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Current Activity Count: This column shows the total number of jobs or documents (e.g., Work Orders) that are currently active in each section.
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Detail: Below this column is a list of document numbers for each ongoing activity. You can click the icon next to the document number to drill down and see the specific details of that job.
2. Workflow & Integrated Business Process
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This module is read-only and functions as a monitoring tool.
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The data displayed here is pulled in real-time from the Work Order module. Every time a Work Order is started, stopped, or completed, this dashboard will be automatically updated.
Tips & Important Notes
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Use this module to get a quick overview of the workload in each production section without having to open a detailed report.
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The drill-down feature allows you to quickly access job details if you see an anomaly or require more information about a specific activity.
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This is a crucial daily operational dashboard for Production Managers and Supervisors to monitor the workflow on the factory floor.
Section Transfer
Module Guide: Section Transfer (Work-in-Process Transfer)
Module Location
Production > Factory Activity > Section Transfer
Module Objective
The Section Transfer module is used to record the movement of Work-in-Process (WIP) goods from one production section or stage to the next. This document, called a Section Transfer Form (STF), is a crucial internal handover proof for tracking the material flow on the production floor and reporting the output from each workstation.
1. Main View (Section Transfer List)
The main page of this module displays a list of all Section Transfer (STF) documents that have been created.
View Explanation
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View: This page is a history of all WIP transfers between sections. You can monitor the STF Number, Shipment Date, the source section (From Section), the destination section (To Section), and its status.
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[New]: The primary button to create a new Section Transfer document.
2. Steps to Create a Section Transfer
Step 1: Create a New Document
From the Main View, click the [New] button to open the Section Transfer Form.
Step 2: Fill in Header Information
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Fill in the Work Order Number (Nomor SPK) that this transfer is referencing.
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Define the source location in Shipped From (e.g., a Section) and the destination location in Shipped To (e.g., a Warehouse).
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Fill in the Total Batch being transferred.
Step 3: Detail the Transferred Goods (Important!)
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Output: In this section, add the resulting item from your section that will be transferred to the next section. This can be a Finished Good or a WIP Item.
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Step 4: Confirm the Transfer
After all output and input details are filled in, click the [Save] and [Confirm] buttons to finalize the transaction.
Workflow & Integrated Business Process
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Stock Impact: Confirming an STF will trigger two stock movements:
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Output Stock Addition: Increases the stock of the WIP or finished good at the receiving section's location.
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Cost Tracking: This transaction is crucial for cost accounting, as it records the movement of value from one WIP stage to the next.
Tips & Important Notes
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This module is a crucial daily work tool for Production Supervisors and Line Operators to report progress and material movement.
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Accurate STF recording is the key to product traceability and WIP inventory control.
Section Transfer Inbox
Module Guide: Section Transfer Inbox
Module Location
Production > Factory Activity > Section Transfer > Section Transfer Inbox
Module Objective
The Section Transfer Inbox module serves as the approval center for all Section Transfer Form (STF) documents. Every transaction involving the movement of Work-in-Process (WIP) goods from one section to another must be reviewed and approved here by authorized personnel before the stock movement between production sections is considered final and official.
1. Main View (Transfer List)
The main page of this module is an "inbox" that displays all inter-section transfer documents requiring your action.
View Explanation
This page provides a summary of all WIP transfers that are awaiting approval.
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Filters: You can search for a specific document by STF Number or a Date range.
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Document List: The table below will display all documents awaiting action, with columns such as STF Number, Shipment Date, From Section, To Section, and Document Approval.
2. Approval Process Steps
The following is the standard workflow for an approver.
Step 1: Access the Inbox
Open the Section Transfer Inbox module to see the list of transfers that require approval.
Step 2: Review the Transfer Details
Click on one of the rows in the table to open the detail view of that STF. In the detail page, you can check all the information, such as the output item produced, the input items consumed, and their quantities.
Step 3: Provide Approval
After you review the transfer details in Step 2, you will find a button to grant approval (e.g., an "Approve" button) within that detail page. Click the appropriate button to complete the review process.
Workflow & Integrated Business Process
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A Section Transfer document is created and submitted from the production floor.
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The document automatically enters the queue in this Inbox.
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A manager or supervisor reviews and approves it.
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After approval, the system will finally process the stock movements: reducing the input stock and increasing the output (WIP) stock in their respective sections.
Tips & Important Notes
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This approval process is an important control step for validating the production output from each stage and ensuring the accuracy of WIP inventory data.
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This module is typically accessed by a Production Supervisor or Production Manager.
Subcontractor Management
Module Guide: Subcontractor Management
Module Location
PPIC > Factory Activity > Subcontractor Management
Module Objective
The Subcontractor Management module serves as a monitoring dashboard for tracking the stock position of goods (both raw materials and work-in-process) that are located at a subcontractor's site. This module provides a view of the quantity of goods that have been sent to the subcontractor, the quantity that has been returned (or used), and the remaining stock that is still at the third-party location.
1. Main View (Subcontractor Stock Dashboard)
The main page of this module is a report that displays the current stock position at the selected subcontractor's location.
How to Use
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Select Subcontractor: Use the Select Sub Contractor dropdown at the top to choose the name of the subcontractor whose stock you wish to monitor.
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View Report: After you make a selection, the table below will automatically display all items that have ever been transferred to that subcontractor, along with their stock status.
2. Reading the Report (Report Content)
This report functions like a stock card for each item that is at the subcontractor's location.
Key Column Explanation
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Item/Service Code & Item/Service Name: The item that was transferred to the subcontractor.
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STF Number & Work Order Number: Reference documents for the transfer or related work order.
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Qty In: The total quantity of the item that has been sent to the subcontractor.
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Qty Out: The total quantity of the item that has been returned from the subcontractor or has been reported as used.
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Remainder: The ending balance of the item's quantity that should still be at the subcontractor's location, calculated from Qty In - Qty Out.
Tips & Important Notes
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This module is crucial for controlling inventory that is located outside of the company's main warehouse.
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Use this report to perform periodic stock reconciliation with the subcontractor.
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The Qty In and Qty Out data is pulled from Warehouse Transfer or Section Transfer transactions where the destination is the subcontractor's location.
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This is a crucial monitoring tool for the PPIC team and Production Managers who manage subcontractor work.
Transaction Journal
Report Module Guide: Production Transaction Journal
Module Location
Production > Transaction Journal
Module Objective
The Transaction Journal module within the Production menu is the reporting center for viewing all accounting journal entries that specifically originate from activities related to production. This module allows accountants to review, trace, and verify all the financial impacts of every stage in the manufacturing process.
1. Main View (Production Transaction Report Center)
The main page of this module is an interactive report that displays all journal entries relevant to production.
Advanced Filter Functions
You can use various filters to search for specific transactions:
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Project: Filter journals for a specific production project.
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Date: Specify a date range to see journals in a particular period.
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Chart of Accounts: Filter to see transactions that only affect a specific account (e.g., the Work in Process/WIP account, or the Finished Goods account).
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Production & Inventory Tabs: When accessed from the Production menu, you can use these tabs to quickly filter journals originating from production activities (e.g., Work Order completion) and inventory movements (e.g., raw material usage).
2. Types of Production Transactions Displayed
This module will display all journal entries generated from production activities, such as:
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Raw Material Usage Journal: Records the movement of value from the raw material warehouse to the Work in Process (WIP) account.
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Production Output Journal: Records the movement of value from the WIP account to the Finished Goods account when a Work Order is completed.
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Rework or Conversion Journal: Records the movement of value between inventory accounts when a rework or transformation process occurs.
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COGM Journal: The journal entry that records the Cost of Goods Manufactured upon production completion.
3. Steps to Generate the Report
-
Set Filters: Use the available filters, especially the Date range and the Production or Inventory tabs, to screen for the journals you wish to see.
-
Display Results: Click the [Search] button. The results will appear in the table below.
-
Export or Print: Use the [Export to MS Excel] or [Print] buttons to generate a report output.
Tips & Important Notes
-
This module is the most important audit and traceability tool for Cost Accountants and Controllers.
-
Use this module to verify that all physical goods movements on the production floor (material usage, production output) have generated correct and accurate accounting journals.
-
This is a read-only module that summarizes all the accounting impacts of all activities throughout the Production Module.
Production Cost Allocation
Module Guide: Production Cost Allocation
Module Location
PPIC > Production Cost Allocation
Module Objective
The Production Cost Allocation module is a cost accounting tool used to charge or allocate indirect costs or overhead costs to the value of Work-in-Process (WIP) inventory. This process is crucial to ensure that the total Cost of Goods Manufactured (COGM) of a product includes all relevant costs, not just direct material costs.
1. Main View (Allocation List)
The main page of this module displays a list of all production cost allocation documents that have been created.
View Explanation
-
View: This page is a history of all cost allocation documents. You can see the Production Cost Allocation Code, the Month and Year of the allocation period, as well as the document's Status and Approval.
-
Filters: You can search for a specific document by Allocation Code, a date range, or Item/Service Category (generally set to WIP).
-
-
[New] (Not visible, but is the primary button): To create a new cost allocation document.
-
[Print Document]: To print the details of a selected allocation document.
-
Create a New Document: From the Main View, click the [New] button to open the allocation form.
-
Define Period and Allocation Basis: On the form that appears, define the allocation period (month/year). You will then define the allocation basis (e.g., machine hours, labor hours, or material cost) and the total overhead cost to be distributed.
-
Run the Process: The system will calculate and distribute the total overhead cost to every active WIP item during that period, based on the defined allocation basis.
-
Confirm: After reviewing the allocation results, you will confirm the document to process its journal.
Workflow & Integrated Business Process
-
Accounting Impact: After being confirmed and approved, this module will create a journal entry to increase the WIP inventory value (Debit: Work in Process) and credit the relevant overhead cost accounts.
-
Importance of Allocation: This process ensures that costs such as factory electricity, machine depreciation, and factory supervisor salaries are fairly charged to the cost of each product manufactured.
Tips & Important Notes
-
This is one of the key processes in manufacturing cost accounting and is usually performed at month-end as part of the book-closing process.
-
The accuracy of the cost allocation directly impacts the accuracy of inventory valuation and the Cost of Goods Sold (COGS) calculation.
-
This module is a crucial work tool for the Cost Accountant and Controller.
Production Cost Allocation Inbox
Module Guide: Production Cost Allocation Inbox
Module Location
Production > Production Cost Allocation > Production Cost Allocation Inbox
Module Objective
The Production Cost Allocation Inbox module serves as the approval center for all Production Cost Allocation documents that have been submitted. Every process of charging overhead costs to Work-in-Process (WIP) must be reviewed and approved here by an authorized manager before its accounting journal is officially posted to the system.
1. Main View (Allocation List)
The main page of this module is an "inbox" that displays all cost allocation documents requiring your action.
View Explanation
This page provides a summary of all allocation documents that are awaiting approval.
-
Filters: You can search for a specific document by Production Cost Allocation Code.
-
Document List: The table below will display all documents awaiting action, with columns such as Production Cost Allocation Code, the Month and Year period, Status, and Approval.
2. Approval Process Steps
The following is the standard workflow for an approver.
Step 1: Access the Inbox
Open the Production Cost Allocation Inbox module to see the list of transactions that require approval.
Step 2: Review the Allocation Details
Click on one of the rows in the table to open the detail view of the allocation document. In the detail page, you can check the calculation details, such as the total overhead cost being allocated and its distribution basis.
Step 3: Provide Approval
After you review the allocation details in Step 2, you will find a button to grant approval (e.g., an "Approve" button) within that detail page. Click the appropriate button to complete the review process.
Workflow & Integrated Business Process
-
A Production Cost Allocation document is created and submitted.
-
The document automatically enters the queue in this Inbox.
-
A manager (e.g., a Cost Accounting Manager or Controller) reviews and approves it.
-
After approval, the accounting journal to increase the WIP inventory value is finally posted.
Tips & Important Notes
-
This approval process is an important financial control step to ensure all overhead cost allocations are accurate before they affect inventory value and the financial statements.
-
This module is typically accessed by a Cost Accountant or Controller.
Indirect Cost Allocation
Module Guide: Indirect Cost Allocation
Module Location
PPIC > Indirect Cost Allocation
Module Objective
The Indirect Cost Allocation module is a cost accounting tool used to distribute or allocate indirect costs (overhead costs) to the Cost of Goods Sold (COGS) or to the value of inventory. This process is essential for ensuring that all costs related to production, beyond just direct material costs, are accurately expensed.
1. Main View (Allocation List)
The main page of this module displays a list of all indirect cost allocation documents that have been created.
View Explanation
-
View: This page is a history of all cost allocation processes. You can see the Journal Code, Transaction Date, COGS Allocation (amount allocated), and Allocation Type.
-
-
[Allocate Cost]: The primary button to start a new indirect cost allocation process.
Step 1: Create a New Allocation Document
From the Main View, click the [Allocate Cost] button to open the Add Allocation form.
Step 2: Select Transactions to be Allocated
Step 3: Define Allocation Percentage and Amount (Important!)
-
For each transaction line you want to allocate, enter the percentage or amount to be charged.
-
You can fill in the Allocation Percentage column or directly fill in the Allocated Amount (IDR).
-
The system will calculate the Fixed Amount (IDR) based on the total transaction.
Step 4: Confirm the Allocation
After all percentages or allocation amounts are filled in, click the save/confirm button (not visible). This action will create a journal entry to move the cost from the overhead expense account to the COGS or WIP Inventory account.
Tips & Important Notes
-
This is an advanced cost accounting process that is typically performed at the end of the month as part of the book-closing process.
-
Accurate overhead cost allocation is crucial for obtaining the true Cost of Goods Sold (COGS) and for valid profitability analysis.
-
This module is a crucial work tool for the Cost Accountant and Controller.
Production Report
Report Module Guide: Production Summary Report
Module Location
PPIC > Reports > Production Report
Module Objective
The Production Report module is used to generate a summary report of all production activities within a specific period. This report provides a general overview of the status of production jobs, without detailing every item or machine.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Shipment Date: Specify the date range in the From and To fields to see the production summary for that period.
-
Display: Select the report display format, for example, Executive Summary.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the date range you wish to review.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the summary report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a summary of the production status for the selected period.
This report displays a status summary such as:
-
Already Shipped: The number of Work Orders that are finished and shipped.
-
Pending: The number of Work Orders that are still waiting or in progress.
-
Last Month's Shipment: Information related to the previous month's activity.
Tips & Important Notes
-
This report provides a quick, high-level view of the overall status of production activities.
-
Use this report for quick monitoring by management regarding the status of pending or completed jobs.
-
This report is a status summary of the data managed in the Work Order module.
Production Summary Report
Report Module Guide: Production Summary Report
Module Location
PPIC > Reports > Production Report
Module Objective
The Production Report module is used to generate a summary report of all production activities within a specific period. This report provides a general overview of the status of production jobs, without detailing every item or machine.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Shipment Date: Specify the date range in the From and To fields to see the production summary for that period.
-
Display: Select the report display format, for example, Executive Summary.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the date range you wish to review.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the summary report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a summary of the production status for the selected period.
This report displays a status summary such as:
-
Already Shipped: The number of Work Orders that are finished and shipped.
-
Pending: The number of Work Orders that are still waiting or in progress.
-
Last Month's Shipment: Information related to the previous month's activity.
Tips & Important Notes
-
This report provides a quick, high-level view of the overall status of production activities.
-
Use this report for a quick monitoring by management regarding the status of pending or completed jobs.
-
This report is a status summary of the data managed in the Work Order module.
Material Shipment Report
Report Module Guide: Material Shipment Report
Module Location
PPIC > Material Requisition > Material Shipment Report
Module Objective
The Material Shipment Report module is used to generate a historical report of all internal material shipment activities. This report summarizes all goods issue documents created to fulfill Material Requisitions from other departments (usually production).
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Destination warehouse: Select the shipment's destination warehouse or select All warehouses.
-
Period: Specify the shipment date range in the From and To fields for the report you wish to see.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the destination warehouse (if needed) and the time period you wish to analyze.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a list of all internal material shipment activities that match your filters.
This report tracks the shipment flow by displaying columns such as:
-
Date: The shipment date.
-
Shipping Whs.: The source warehouse of the shipment.
-
Shipment No.: The internal shipment document number.
-
Qty. Shipped: The quantity of goods shipped.
-
Receiving Whs.: The destination warehouse or department.
-
Receipt No.: The receipt confirmation document number (if any).
-
Qty. Received: The quantity that was confirmed as received.
Tips & Important Notes
-
This report is a recapitulation of the data recorded in the Goods Shipment module (related to internal Material Requisitions).
-
Use this report to audit all goods issuances for internal needs, ensure goods arrive at their destination, and reconcile the shipped vs. received quantity.
-
This is an important operational report for the Warehouse and PPIC teams.
STF List
Report Module Guide: STF List (Section Transfer Form List)
Module Location
Production > Reports > STF List
Module Objective
The STF List Report module is used to generate a detailed report of all Section Transfer Form (STF) documents that have been created. This report summarizes the details of items transferred between production sections, including reference numbers, barcodes, and quantities. It is an audit and traceability report for WIP (Work-in-Process) movement.
1. Report Parameters (Conceptual)
Although a filter image is not available, common parameters for this report typically include:
-
Period: Date range of the STF transactions.
-
STF Number: To search for a specific document.
-
From/To Section: To filter transfers from or to a specific section.
-
Item Code: To track the movement of a specific WIP item.
2. Steps to Generate the Report (Conceptual)
-
Set Report Parameters: Define the filters you need, especially the date period.
-
Generate Report: Click the button to display or export the report.
3. Reading the Report (Report Content)
The generated report is a detailed list of every item transferred via an STF.
This report displays important details such as:
-
STF Number: The transfer document number.
-
Date and Shift: When the transfer occurred.
-
Item/Service Code and Item/Service Name: The WIP item that was transferred.
-
Barcode: The barcode associated with the item/batch.
-
Qty: The quantity that was transferred.
Tips & Important Notes
-
This report is a recapitulation of the detailed data recorded in the Section Transfer module.
-
Use this report for audit purposes to verify all WIP movements between production sections.
-
This is an important operational report for the PPIC and Cost Accounting teams to track production flow and WIP costs.
Production Output Detail Report
Report Module Guide: Production Output Detail Report
Module Location
Production > Reports > Production Output Detail Report
Module Objective
The Production Output Detail Report module is used to generate a detailed report regarding the actual results of production activities. This report compares the target with the realization, detailing the achievement, material usage, and waste level for each product manufactured, per shift and line.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Shift Schedule / Machine: Filter the report by a specific shift or machine.
-
Category: Select the product category you wish to display, for example, Finished Good.
-
Period: Specify the production date range in the From and To fields.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the parameters you need, especially the Period and Category.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a detailed summary of production results, grouped by product item.
Key Column Explanation
-
Target Batch vs. Real Batch: Compares the production target with the actual results.
-
Achievement (%): The percentage of production target achievement.
-
RM Usage (Kg) / Cream Usage (Kg): Shows the actual quantity of raw materials or cream used.
-
Waste % Columns: Details the waste percentage at various process stages (e.g., Waste Cutting, Waste Packing).
Tips & Important Notes
-
This report is a very detailed production performance analysis tool. Use it to evaluate efficiency, target achievement, and waste levels on the production floor.
-
Focus on the Achievement (%) column to see target achievement and the Waste % columns to identify areas that need improvement.
-
This is a very important report for Production Managers, Production Supervisors, and the Continuous Improvement team.
-
This report's data is pulled from the results recorded in the Work Order Transaction module.
Report on Raw Materials / Supporting Materials
Report Module Guide: Report on Raw Materials / Supporting Materials Used
Module Location
PPIC > Reports > Report on Raw Materials / Supporting Materials Used
Module Objective
The Report on Raw Materials / Supporting Materials Used module is used to generate a detailed report regarding the actual usage of raw materials and supporting materials in the production process. This report compares the quantity actually used with the standard quantity that should have been used (based on the BOM), making it crucial for analyzing material usage efficiency and calculating variance.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
View: Select the report display basis, whether Per JO (Per Job Order/Work Order) or Per Item.
-
Finished Good: Filter the report to analyze raw material usage only for the production of a specific Finished Good, or select All.
-
Date: Specify the production date range in the From and To fields.
-
Warehouse: Select the warehouse from which the raw materials were taken.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the parameters you need, especially the Period and the Finished Good (if you want to focus on a specific product).
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a comparative analysis of raw material usage.
Key Column Explanation
The report is grouped by Raw Material / Supporting Material. For each material:
-
Standard Quantity: The quantity of material that should have been used according to the recipe/BOM to produce a certain amount of finished goods.
-
Quantity Used: The actual quantity of material issued from the warehouse and consumed during the production process.
-
Remainder (%): The percentage of the variance between standard and actual usage. A positive number indicates more efficient usage (less than standard), a negative number indicates waste (more than standard).
Tips & Important Notes
-
This report is a crucial material efficiency analysis tool for Production Managers and Cost Accountants.
-
Use the Remainder (%) column to identify which raw materials have the most inefficient usage and require further investigation.
-
This report's data is pulled from a comparison between BOM data (standard) and the actual goods issue data from the warehouse to production.
Raw Material Loss Report
Report Module Guide: Raw Material Loss Report
Module Location
Production > Reports > Raw Material Loss Report
Module Objective
The Raw Material Loss Report module is used to generate an analytical report that details the level of losses or waste of raw materials during the production process. This report compares actual material usage with the standard (BOM) and identifies the sources of loss at various stages.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Period: Specify the production date range in the From and To fields for which you want to analyze the loss.
-
Machine: Select All to see all machines, or Machine Code to focus on one specific machine.
-
Category: Filter the report for a specific product category.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Period and other relevant filters.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a detailed analysis of material loss, grouped by product item and production date/shift.
Key Column Explanation
-
RM Usage vs. Finish Goods: Compares the total raw materials used with the total finished goods produced.
-
Over weight (%): The percentage of excess weight (material usage > standard).
-
Waste Columns: Details the loss percentage at various stages (e.g., Waste Biscuit, Waste Sandwich).
-
Non Detection (%): The percentage of loss that was undetected or unclassified.
-
RM Losses (%): The total percentage of raw material loss.
Tips & Important Notes
-
This report is a crucial material efficiency analysis tool, complementing the Report on Raw Materials / Supporting Materials Used.
-
Focus on items or shifts with a high percentage of Over weight, Waste, and RM Losses for further investigation.
-
This is a crucial report for Production Managers, Production Supervisors, and the Continuous Improvement team to identify and reduce waste.
Raw Material Comparison
Report Module Guide: Raw Material Comparison Report (Material Usage Variance Report)
Module Location
PPIC > Reports > Raw Material Comparison Report
Module Objective
The Raw Material Comparison Report module is used to generate an analytical report that compares the actual usage of raw materials with the standard quantity that should have been used (based on the BOM/recipe) for each Work Order. This report calculates the material usage variance, both in quantity and as a percentage, to identify efficiency or waste.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
View: A filter for Item/Service (function is unclear).
-
Work Order Date: Specify the From and To date range for the Work Orders whose material usage will be analyzed.
-
Work Order Number: Select All or Select Work Order Number to focus on a specific production batch.
-
Item/Service Name: Select All or Select Item/Service Name to focus on a specific finished good.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the parameters you need, especially the Period and the Work Order Number or Item/Service Name if you want to focus on a specific analysis.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the comparison report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a comparative analysis of raw material usage per Work Order.
Key Column Explanation
-
Raw Material Used: Details each raw material that was used.
-
Std Qty: The standard quantity of raw material that should have been used according to the BOM.
-
Actual Qty: The actual quantity of raw material issued from the warehouse.
-
Difference: The quantity variance (Actual Qty - Std Qty). A negative value means more efficient; a positive value means waste.
-
% Difference: The variance as a percentage.
Tips & Important Notes
-
This report is very similar to the Report on Raw Materials / Supporting Materials Used, but may have a slightly different focus or format. Both are used to analyze material usage variance.
-
Use the Difference and % Difference columns to identify which raw materials or Work Orders have the highest level of waste.
-
This is a key analysis report for Production Managers and Cost Accountants.
Work Order Progress Report
Report Module Guide: Work Order Progress Report
Module Location
PPIC > Reports > Work Order Progress Report
Module Objective
The Work Order Progress Report module is used to generate a report that tracks the development or progress of all Work Orders (Production Work Orders) within a specific time period. This report provides a detailed view regarding the status of each order, its schedule, and its completion results.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Work Order Date: Specify the date range in the From and To fields to see the Work Orders in that period.
-
Work Order Number: Select All or Select Work Order Number to focus on one specific production batch.
-
Current Section: Select All or Select Section to filter by the current location or production stage.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the date range and other filters you need.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the progress report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a chronological list of all Work Orders that match your filters, along with their progress status.
This report displays important details such as:
-
Work Order Date and Work Order Number.
-
Item/Service Name: The product being produced.
-
Previous Section and Current Section: Tracks the movement between production stages.
-
Current Machine: The machine being used.
-
Transfer Date: When the transfer between sections occurred.
-
Work Order Status: The current status (e.g., 'Completed').
-
Completion Date: The actual date the work order was completed.
Tips & Important Notes
-
This report is a recapitulation of the status and results data recorded in the Work Order Transaction module.
-
Use this report to track production lead time, identify bottlenecks between sections, and monitor overall Work Order completion.
-
This is an important monitoring report for the PPIC team and Production Managers.
Production Efficiency Analysis
Report Module Guide: Production Efficiency Analysis
Module Location
Production > Reports > Production Efficiency Analysis
Module Objective
The Production Efficiency Analysis Report module is used to generate an analytical report that measures the overall efficiency of the production process. This report calculates key metrics such as Performance, Quality, and Overall Equipment Effectiveness (OEE), which are industry-standard indicators for evaluating how effectively manufacturing operations are running.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Document Date: Specify the production date range in the From and To fields for which you want to analyze efficiency.
-
Report Type: Select All or selected to filter by a specific report type.
-
Item: Select All or selected to focus on the production efficiency analysis of a specific item.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Date range you wish to analyze.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the efficiency analysis report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a detailed efficiency analysis, grouped by date and product item.
Key Column Explanation
-
Available: The expected input quantity or standard (usually 100%).
-
-
Quality (%): Measures the ratio of good products produced compared to the total products produced. A number below 100% indicates the presence of defective products (rejects).
-
Overall Equipment Effectiveness (%): This is likely the OEE metric, which is calculated from the multiplication of Availability, Performance, and Quality. OEE is the primary indicator of overall manufacturing efficiency.
Tips & Important Notes
-
This report is an advanced performance analysis tool that is crucial for Production Managers, Process Engineers, and the Continuous Improvement team.
-
Use this report to identify which area (availability, performance, or quality) is the main cause of inefficiency and needs improvement.
-
The world-class OEE target is typically above 85%. Compare the results of this report with your company's target.
Factory Activity Report
Report Module Guide: Factory Activity Report (Graph)
Module Location
Production > Reports > Factory Activity Report
Module Objective
The Factory Activity Report module is used to present activity data or production results in a visual graph format. It provides a quick and easy-to-understand way to compare targets or standard data with the actual results from a specific production section.
1. Report Parameters (Filter)
The main page of this module is a form for selecting the production sections whose data will be displayed in the graph.
How to Use the Filter
-
In the left-hand list box, select one or more production sections whose graphs you want to see (e.g., BPRO - Biscuit Production, CPRO - Cream Production).
-
Click the >> arrow button to move them to the right-hand list box.
-
After the sections are selected, click the [Display Graph] button at the bottom.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Select the production sections whose data you want to visualize.
Step 2: Generate the Report
After the parameters are set, click the [Display Graph] button.
3. Reading the Report (Graph)
The generated report is a bar chart that compares production data.
-
Graph Type: Vertical bar chart.
-
Interpretation: This graph compares two metrics, for example:
-
Blue Bar: Planned or standard data (e.g., Cream Production - Data).
-
Red Bar: Actual production output data (e.g., Cream Production - Actual).
-
A comparison of the height of the two bars shows target achievement or any variance between the plan and the realization.
Tips & Important Notes
-
This graph is an effective visualization tool for presenting production results to management.
-
Comparing plan vs. actual in a graph format makes it easier to quickly identify trends or performance issues.
-
This is a useful report for Production Managers and Top Management.
Production Deviation
Report Module Guide: Production Deviation Report
Module Location
Production > Reports > Production Deviation
Module Objective
The Production Deviation Report module is used to generate an analytical report that highlights deviations or variances in the production process. This report compares actual data with standards or targets for key metrics such as material usage and machine duration, in order to identify inefficiencies.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
-
Section: Select All or Selected to focus on a specific production section.
-
Work Order Date: Specify the date range in the From and To fields for the Work Orders to be analyzed.
-
To Compare: Check the metrics you want to compare:
-
Material: To analyze material usage variance (actual vs. standard BOM).
-
Machine Duration: To analyze machine usage duration variance (actual vs. standard cycle time).
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the date range and the metrics (To Compare) that you wish to analyze.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
-
[Display Report]: To preview the deviation report directly on your screen.
-
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a comparative analysis between standard and actual for the metrics you have selected.
Key Column Explanation (if Material is selected)
-
Material: This section will detail every raw material used.
-
Qty vs. Unit vs. Actual: These columns will compare the standard quantity (from the BOM) with the actual quantity consumed. The difference shows the material usage variance.
Key Column Explanation (if Machine Duration is selected)
-
Machine Duration: This column (if selected) will display a comparison between the standard machine time and the actual machine usage time. The difference shows the machine time efficiency.
Tips & Important Notes
-
This report is a very important analysis tool for Production Managers and the Continuous Improvement team.
-
Use this report to identify the main causes of inefficiency on the production floor, whether it is material waste or suboptimal machine time.
-
This report's data is pulled from a comparison between standard data (BOM, standard cycle time) and actual data recorded in the Work Order Transaction module.
Material Requisition vs Work Order Comparison
Report Module Guide: Material Requisition vs Work Order Comparison
Module Location
Production > Reports > Material Requisition vs Work Order Comparison
Module Objective
The Material Requisition vs Work Order Comparison Report module is used to generate a reconciliation report that compares the details of a Material Requisition (materials requested by production) with the details of a Work Order (the planned finished good). This report is very useful for verifying whether the requested materials match the recipe (BOM) requirements of the product to be made.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
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JO Filter:
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Select All Work Orders to display all, or Select Work Order to focus on one or more specific Work Orders.
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Work Order - Start Date:
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Specify the Work Order date range in the From and To fields for which you want to compare requisitions.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Work Order date range or select the specific Work Orders you wish to review.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
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[Display Report]: To preview the comparison report directly on your screen.
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[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a detailed comparison between the Material Requisition and its related Work Order.
Key Column Explanation
This report displays the details of the Work Order (the finished good to be made) and then details all the Material Requisitions (raw materials) associated with it:
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Work Order Number: The main reference.
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Item/Service Name (Work Order): The planned finished product.
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Raw Material / Supporting Material: A list of all materials requested for that Work Order.
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Quantity Requested: The quantity of raw materials requested.
How to Analyze: This report helps verify whether the raw material items and quantities requested via the Material Requisition are in accordance with the standard recipe (BOM) used by the Work Order.
Tips & Important Notes
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This report is an important internal audit tool for PPIC to ensure there are no excessive or insufficient material requests for a Work Order.
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Use this report to identify potential errors in the material requisition process or discrepancies with the BOM.
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This is a good closing report to ensure all production and material request data are synchronized.
Production Output Report
Report Module Guide: Production Output Report
Module Location
Production > Reports > Production Output Report
Module Objective
The Production Output Report module is used to generate a report that summarizes the actual results of production activities within a specific period. This report presents the quantity data of finished goods that have been completed, often grouped by date, production line, or item.
1. Report Parameters (Filter)
The main page of this module is a simple form for defining the report period.
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Shipment Date: Specify the production date range in the From and To fields to see the production results for that period. Note: Although labeled "Shipment Date" (Tanggal Pengiriman), the context is likely the production completion date.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Date range you wish to review.
Step 2: Generate the Report
After the parameters are set, click one of the two buttons at the bottom:
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[Display Report]: To preview the production output report directly on your screen.
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[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a summary list of all production outputs that match your filters.
Key Column Explanation
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Date, Line, Plant: Groups the production results by time and location.
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Item Code & Item/Service Name: The finished product that was produced.
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Total Production Output: The actual quantity of finished goods completed (in standard units, e.g., Pcs, Cartons).
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Total Tonnage: The quantity of production output in a unit of weight (e.g., Kg, Ton).
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Summary: The top of the report displays the overall total output and tonnage for the selected period.
Report Features: This report is interactive, allowing for searching or exporting data to other formats.
Tips & Important Notes
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This report is a recapitulation of the actual results data recorded in the Work Order Transaction module.
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Use this report to monitor the daily/weekly/monthly output from the production floor.
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This is an important operational performance report for Production Managers, Production Supervisors, and PPIC.
Premium Formula
Module Guide: Premium Formula (Labor Premium Formula)
Module Location
Production > Direct Labor Cost > Premium Formula
Module Objective
1. Main View (Premium List)
The main page of this module displays a list of all defined premium formulas.
View Explanation
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View: This page is a list of all premium rules. You can see the Premium Code, Premium Name, Premium Formula (likely the calculation formula), and in which section/workgroup the premium applies (Use On (Section - WorkGroup)).
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[Add Premium]: The primary button to create a new premium formula.
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[Delete Premium]: To delete a selected premium formula.
2. Steps to Create a New Premium Formula
Step 1: Create a New Premium
From the Main View, click the [Add Premium] button to open the Add Premium form.
Step 2: Fill in Premium Details
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Enter a unique and descriptive Premium Code and Premium Name.
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Use the All Section WorkGroups and Selected Section WorkGroup boxes to determine which workgroups or sections are entitled to this premium.
Step 3: Save
After all data is filled in, click the [Add] button to save the new premium formula.
Workflow & Integrated Business Process
Tips & Important Notes
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This is an important cost accounting tool to ensure all labor cost components (including incentives) are recorded correctly.
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This is an important module for the Cost Accounting and HRD teams (related to compensation policies).
Worker Attendance
Module Guide: Worker Attendance
Module Location
Production > Direct Labor Cost > Worker Attendance
Module Objective
The Worker Attendance module is used to record and manage the daily attendance data of production workers. This module is an important step for tracking actual work hours, which will later be used as the basis for calculating direct labor costs and their allocation to Work Orders or cost centers.
1. Main View (Attendance List)
The main page of this module displays a list of attendance recording documents that have been created, possibly grouped by date.
View Explanation
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View: This page is a history of all daily attendance records.
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Filters: You can search for attendance records by a Date range.
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[Add]: The primary button to create a new attendance record for a single day.
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[Print Document]: To print an attendance report.
2. Steps to Record Attendance
Step 1: Create a New Record
From the Main View, click the [Add] button to open the attendance recording form.
Step 2: Define the Date
Step 3: Record Employee Attendance
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The system will display a list of Employee Names along with their Section and Work Group.
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Check the box to the left of each employee's name who is present on that date and shift. (Or, there might be a column to input actual work hours).
Step 4: Save
After all present employees have been marked, click the [Save] button to save the attendance record for that day.
Workflow & Integrated Business Process
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The attendance data recorded here (number of employees present or total work hours) will become an important input for calculating the direct labor cost per Work Order or per department.
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This data can also be used by HRD for payroll purposes.
Tips & Important Notes
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Ensure attendance data is recorded accurately every day or every shift.
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This is an important daily work tool for Production Supervisors or Production Admins.
Direct Labor Cost Calculation
Module Guide: Direct Labor Cost Calculation
Module Location
Production > Direct Labor Cost > Direct Labor Cost Calculation
Module Objective
The Direct Labor Cost Calculation module is used to calculate the total direct labor cost incurred in a specific period, based on worker attendance data and applicable premium formulas. This calculation result can then be posted as an accounting journal to charge the labor cost to the cost of production (for example, to a WIP or COGS account).
1. Main View (Calculation List)
The main page of this module displays a list of all labor cost calculation documents that have been created.
View Explanation
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View: This page is a history of all labor cost calculations. You can see the Transaction Code, Transaction Date, Total Cost Amount, and the Posted status (whether it has been journalized).
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Filters: You can search for a specific document by Transaction Code or a Date range.
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[New Transaction]: The primary button to start a new calculation process.
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[Posting]: The crucial button to create an accounting journal from the selected calculation.
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[Print Document]: To print the calculation details.
Step 1: Create a New Calculation Document
From the Main View, click the [New Transaction] button to open the Add Transaction form.
Step 2: Define the Period
Step 3: Calculation Process (Automatic)
After you define the period, the system will automatically pull attendance data from the Worker Attendance module and premium data from the Premium Formula module to calculate the total direct labor cost for that period. The result will appear as a new row in the Main View with the Posted status still empty.
Step 4: Review the Result
Return to the Main View and review the calculation row that was just created. Check the value in the Amount column to ensure the result is reasonable.
Step 5: Post to Journal
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Select the correct calculation row by checking the box on the left.
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Click the [Posting] button. The system will automatically create an accounting journal to charge this labor cost (e.g., Debit to Work in Process - Labor and Credit to Salaries Payable).
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The Posted status for that row will be updated.
Tips & Important Notes
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This is an important monthly cost accounting process for charging labor costs to production.
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The calculation's accuracy is highly dependent on the accurate attendance data in the Worker Attendance module.
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Ensure this process is done before running the monthly book-closing process.
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This module is a crucial work tool for a Cost Accountant.
Direct Labor Cost Allocation
Module Guide: Direct Labor Cost Allocation
Module Location
PPIC > Direct Labor Cost > Direct Labor Cost Allocation
Module Objective
The Direct Labor Cost Allocation module is used to distribute or allocate the total direct labor cost (which has been previously calculated) to specific production activities. This process charges labor costs to specific batches or jobs, typically represented by Section Transfer Forms (STF), so that the labor cost becomes part of the Work-in-Process (WIP) value.
1. Main View (Allocation List)
The main page of this module displays a list of all labor cost allocation documents that have been created.
View Explanation
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View: This page is a history of all labor cost allocation processes. You can see the Journal Code, Transaction Date, Allocated COGS (Amount allocated), and Allocation Type.
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[Allocate Cost]: The primary button to start a new cost allocation process.
Step 1: Create a New Allocation Document
From the Main View, click the [Allocate Cost] button to open the Add Allocation form.
Step 2: Define the Period and Cost Source
Step 3: Define Allocation Method and Amount (Important!)
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For each relevant STF, define how the cost will be allocated. You can fill in the Allocation Percentage column or directly fill in the Allocated Amount (IDR).
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Ensure the total cost allocated to all STFs equals the total labor cost available for allocation.
Step 4: Confirm the Allocation
After all percentages or allocation amounts are filled in, click the save/confirm button (not visible). This action will create a journal entry to move the labor cost to the WIP account associated with that STF.
Tips & Important Notes
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This is a crucial step in manufacturing cost accounting for charging labor costs to the correct products.
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This process is usually performed at the end of the month after the total labor cost for the period has been calculated.
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The accuracy of this allocation affects the final WIP and COGM values.
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This module is a crucial work tool for a Cost Accountant.