Entering stage operation details

Note: The information entered in the estimate operation is different from that in the Operations Register.

To enter operation details

Open: Estimating > Records > Enter New Estimate - Full | Stages.

Click in the stage Description box to open the Stage Details window.
Select the Operations tab.

Click in the Description box to display the Operation Details window.

Note: As you enter operation details, the total costs by category appear on the Operations tab in Stage Details.

Enter details on the Main Details tab.

Reference	If you did not enter this on the operation header, enter a unique operation Reference.
Description	If you did not enter this on the operation header, enter an operation Description. This appears on works order documentation.
Notes	Enter additional information relating to the operation. You can add notes to works order documentation by amending the report layout. Customising works order documentation works in the same way as for other manufacturing reports.
Do not print this operation	Select this check box if you do not want to print the operation on documentation, such as route cards.

Enter details on the Options tab.

Qty Per Run	Enter a Qty Per Run/Run Time Defaults amount in the relevant boxes. For example, if the cycle time for 1000 finished items is five hours, enter: Qty Per Run 1000 Run Time 5 Hrs 0 Mins. This would be exactly the same as entering: Qty Per Run 2000 Run Time 10 Hrs 0 Mins. Note: Any related combinations can be used.
No. of pieces per finished item	The value entered here is taken by default from the No. of pieces value on the Estimate stage details. It indicates the number of individual items required for each finished item.
Update Resource Details	To enter Hour and Minutes values into the Time Needed boxes on the Resource Details tab, click Update Resource Details.
Setup	Enter the machine setup time needed as well as the appropriate rate. The application multiplies these amounts to calculate the cost.
Include in labour requirements	To include labour setup costs when converting an estimate into a BOM, select the Include in labour requirement check box. To include machine setup costs when converting an estimate into a BOM, clear the Include in labour requirements check box. Note: On the Resource Details tab, you must select a labour resource if you select this checkbox, or a machine resource, if you clear the check box here. Resource setup cost will not be converted if a resource has not been selected.
Delay/Overlap/Shrinkage	To control the gap between completing this operation and starting the next, choose one of the following options: To lengthen lead time, enter the required delay time in the Delay - Hours and Delay - Minutes boxes. To start the next operation before the current one finishes, enter a percentage in the Overlap (%) box. This percentage of the current operation can be overlapped with the next operation. This enables subsequent operations to start earlier. Lead time is shortened for scheduled works orders or recommendations, using the operation. To shrink operation time shown on route cards or job sheets, enter a percentage in the Shrinkage (%) box.
Subcontract	If the operation is subcontracted to an external organisation or department, select the Subcontract check box and click Details. On the Details tab, click Auto Generate to generate price bands automatically. Enter the first price band number in the Starting at box. Enter a number in the In steps of box. This sets each succeeding price band start number by adding the In steps of number to the preceding number. Enter the band details. Select the Per Item check boxes, where appropriate, to indicate that the charges are for each item in the band. Leave the check boxes clear to indicate that the charges are for any quantity in the band. Enter the number of hours items are likely to be off-site. This is for scheduling purposes. Select the Saturday check box if the Hours Off-Site figure includes Saturdays. Select the Sunday check box if the Hours Off-Site figure includes Sundays. On the Ordering tab, enter the following information: A/C Enter the account number of the preferred subcontractor for the operation. Lead Time Enter a Lead Time. Suggested order dates are based on job start dates. Order Narrative Enter an Order Narrative and any additional information to use on subsequent purchase orders. Details Enter text to be placed as an S3 item on any Purchase Orders raised by Manufacturing when allocating stock in Works Orders. Click OK.
Tooling	Enter the tooling Cost, plus the related Quantity of finished items you can produce for the cost.
Piece Work	If a cost is based on number of items completed, rather than an hourly rate, select the Piece Work check box. Enter a cost in the Rate box and number of items completed for that rate in the Per Quantity box. For example, Rate = £20; Per Quantity = 10.

Enter information on the Resource Details tab.
Note: If you selected Include in labour requirements on the Options tab, you must select a labour resource. If you cleared the check box on the Options tab, you must select a machine resource. If you do not, then no resource setup costs will be converted if you convert the estimate to a BOM.
Machine
Enter the reference for the machine required for the operation.

The machine must be defined in the Machine Register.

Note: You must select a machine resource if you cleared the Include in labour requirements checkbox on the Options tab.

If you want to convert running costs for the machine when you convert the estimate to a BOM, enter the Charge Rate for the resource.

The time to make the (previously entered) quantity per run is displayed by default. You can amend this if required.
Labour
Enter the reference for the labour process.

The labour process must be defined in the Labour Register.

Note: You must select a labour resource if you selected Include in labour requirements on the Options tab.

If you want to convert running costs when you convert the estimate to a BOM, enter the Charge Rate for the resource.

The time required to make the (previously entered) quantity per run is displayed by default. You can amend this if required.

Enter the Base No. People required to complete the operation in the stipulated time.

Depending on the Use manning level setting in the BOM settings Costing tab, you can calculate labour costs based upon the value entered here. If one hour is needed, at a rate of £7.50, but the job requires two people, the calculated cost is 1 x £7.50 x 2 = £15.00.
On the Components tab, associate components Raw materials used to manufacture finished goods. from the estimate with the operation by clicking Add or Add All.

When you create a works order The authority to produce a part using the components specified on a BOM and the process specified on the routing. from the estimate, the components Raw materials used to manufacture finished goods. are copied to the works order for printing on subcontract operations Work tasks that are subcontracted to external organisations or to other internal departments within the organisation. advice notes A note to a purchaser advising on the intended purchase..

Note: If the quantity does not match the unit of measure The quantity in which a stock item is measured for purchase, sale or storage., the quantity is automatically adjusted to the nearest appropriate value.

When you have entered all details, click OK.