Post-calculation

The purpose of this procedure is to be able to perform a financial follow-up after a part/an order has been manufactured/reported. Here you compare planned costs with actual costs.

If you want to do an efficiency follow-up of operations, you should instead use the procedure called Operation follow-up.

Post-calculation of order

Post-calculation can be performed on orders regardless of the order status. However, price can only be saved for orders with status 4 (Finished) or higher.

You can for example perform post-calculation for manufacturing orders in progress with status 3 (Started) in order to see which costs that have been generated so far, but these costs cannot be saved as a price.

For manufacturing orders:

  • Costs are calculated both per unit and for the entire manufactured quantity.
  • Planned costs are calculated in the same way as in the pre-calculation.
  • Reported costs are based on data from the manufacturing order log.

Post-calculation on part

For parts, you can only perform post-calculation for mean price calculation on orders with status 4 or higher.

For part:

  • Costs are calculated in the same way as for manufacturing orders.
  • Reported costs are shown as averages, based on reported quantity in one or several manufacturing orders for the part.

From the total values for the part you can move ahead and see costs:

  • For each related manufacturing order
  • Both in total and detailed form

Save costs and prices

You can save actual costs per unit to different price lists or only to the calculation register for the part. This applies to both list types. For the list type Total by order, you can also update the status of the order to 5 (calculated).

You can automate the running of this procedure with the Agent option. Read more about The Agent can help make your processes more efficient.

System settings

In the section Calculations under the Manufacturing tab in the System settings procedure, you find settings which affect post-calculations.

Want to know more?

Read more about how post-calculations work under Using Monitor in the online help function.

The list types determine whether you perform a post-calculation of manufacturing orders or a mean price calculation of parts in finished orders.

Total by order

This alternative means that you will perform a post-calculation of manufacturing orders with status 4 (finished) or higher, which is the normal case. But you can also include orders with status 3 (in progress) to see the costs that they have generated so far. This list type is selected by default when you start the procedure.

Part (mean price calculation)

This list type means that you can perform mean price calculation of parts in manufacturing orders. However, these orders must have status 4 (finished) or higher.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.