What this screen is for
Where production is carried out by vendors rather than in house, this report follows it. Grand totals across the top give the number of vendors, the planned and completed quantities, what remains, the total billed and the amount still unpaid. Below them each vendor has its own panel, which opens to show their work orders with the same figures. You can filter by vendor and by work order status.
When to use it
Use it to chase outstanding production and to see what is owed to each vendor before a payment run. Vendors only appear here once work orders are assigned to them, so an empty report usually means that assignment has not been made.
What you see on this screen
The grand totals give Planned Qty, Completed, Remaining, Total Billed and Unpaid across every vendor the filters match.
Each vendor then has a panel headed with their name and how many work orders they hold, with Remaining in units and Unpaid shown beside it. Opening it gives that vendor's own Planned, Completed, Total Billed, Paid and Outstanding, followed by their work orders. Each order shows Remaining to Produce, and its Material Cost, Labour Cost and Forwarding Cost.
Two tables sit inside a work order. Pending Raw Materials lists Material, Required, Consumed, Pending, UOM and Pending Value — what the recipe calls for against what has actually been drawn, so material still to be issued is visible. Job Bills lists the vendor's invoices as Bill #, Date, Amount, Tax, Paid, Due and Status, which is what the Unpaid figure at the top is built from.
Filters and actions
Show Filters opens a vendor selector and a WO Status filter offering draft, planned, in progress, completed and closed, with Reset.
Status values
- Draft — being prepared
- Planned — released to the vendor, not yet started
- In Progress — the vendor is working on it
- Completed — the planned quantity has been made
- Closed — finished and settled, so it no longer needs chasing
Related
- Work Orders — the orders this report summarises
- Batch Entry — record a vendor delivery against several orders
- Production Entries — the output recorded so far