Estimating
Quotation - Single Item
Quotation for a single
item with multiple quantities quoted.
Quotation - Multi-Item Quotation
Quotation for more
than one item from different estimates.
Estimate Detail
For each quantity, costs and hours per operation
and the effect on shop loading.
Estimate Overall Summary
Labor/Overhead, Buyout and Total costs summarized
for each quantity.
Estimate Buyout Analysis
Material, Sub-contract, Other and Total Buyout
costs for each quantity.
Estimate Labor and Overhead Analysis
Set up, Run, and Total Labor / Overhead costs
for each quantity.
List of Estimates
Estimates displayed on the List of Estimates
screen.
Estimate Router
Same as for a Job Router. Estimated time is based on
a quantity of one.
Job/Estimate Bill of Material
Same as for a Job Routere.
Job Order Entry and Routers
Job Form - Job Order Entry
Printout of the data for a job displayed on
the Job Order Entry and Invoice screens.
Job Router Specification
Printout of the Specification Pages for a single or all
router operations.
Multimedia Picture - Setup
Picture of machine setup for a router operation.
Multimedia Picture - Part
Picture of a manufactured part.
Router - Job Router
Standard vertical job router with bar codes
on the right. Offers maximum number of operations per page. Also
available with no bar codes.
Router - Job Router & Bill of Materials Combined
Same format as standard vertical router, except
the job Bill of Materials precedes the operations as header.
Router - Job Router & Specifications Combined
Same format as standard vertical router, except
the Specification Page for each operation is included in the body
of the router.
Router - Job & Specification / Landscape
Horizontal format. Bar codes on left - next
to numbers. Specification pages included. Defined fields for quantities,
signature, date & QC stamp.
Job/Estimate Bill of Materials
For each Bill of Materials item, shows the quantity needed
and cost for the job or estimate as well as the quantities
ordered / on hand, and the location.
Job/Estimate Bill of Materials - Bill of Materials
Pick List
Same as Job / Estimate Bill of Materials, except shows location,
but does not include vendor and cost information.
Bill of Items Used
All items displayed
on the job Bill Screen, including items purchased for
and transferred to the job, as well as other items used.
Invoicing, Shipping and Purchasing
Invoice
Invoice for a single item.
Credit Memo
The quantity shipped and amount appear as negative
numbers.
Packing List
Same information as invoice, but without price
and amount.
Bar Code Label
Shipping label, with barcodes shown for Packing
List Number, Purchase Order Number, Part Number and Quantity Shipped.
Sales Order Invoice
Multi-item invoice for a sales order.
P.O. Shipper / Receiver
Used by vendor to confirm items shipped and
by Receiving Deptartment to track expected receipts.
Purchase Order
Multiple items can be included on a single Purchase Order
for different jobs, as well as for inventory and non-inventory
purposes.
Job Costs
Overall Cost Summary
Summarizes Labor/Overhead, Buyout and Total
costs for a job and includes color pie chart analysis.
Job Cost Summary
Shows actual and estimated hours and costs for
each operation. Used for analyzing where efficiency can
be improved and for preparing future estimates for similar
jobs.
Job Cost Detail
Includes the same information as the Job Cost
Summary, with the addition for an operation of hours worked
by each employee and each work station used.
Active Jobs
Jobs displayed on the Active Jobs Status or Ship Orders
screens are included on the following reports. The data
on the screens can be sorted and filtered in many different
ways, e.g. for a single customer, range of dates, etc.
Active Job Summary
Summary of the status of each job, including
the per cent completed and the dollar value remaining.
Used for job tracking and planning.
Open Order Status
No dollar amounts are shown. Projected finish
dates, Purchase Order Number and current location are included. Used
for production planning.
Open Order Graphical Summary
Pie chart showing the hours remaining for jobs
due in 1week, 2 weeks, 3 weeks and 4 or more weeks.
Work in Process
The Work in Progress value, costs to date, value remaining
and other financial data are shown for each job, along
with totals and cost summaries for all jobs.
Ship Orders Status
The scheduled ship date and the quantity and
total value to ship are shown for each job displayed on
the Ship Orders screen. Used for sales forecasting and
production planning.
Complex Jobs (Trees)
Tree Estimate vs. Actual Cost Analysis
The total actual vs. estimated hours and costs
for each job component of a tree, and overall totals for
all job components.
Tree Profit Analysis
For each component of a tree, the total buyout,
labor and overhead costs are provided along with the profit
and margin percent. Includes totals for all job components.
Dispatch Lists
Dispatch Lists are produced from the Work Center Loading
module and show data for each job scheduled at a work center,
in order to help shop employees determine the order in which
jobs should be run. Reports can be printed for a single
work center or for all work centers.
Dispatch List - Queued
Jobs which are actively being run or are waiting
at the work center.
Dispatch List - Pending
Jobs which are currently one operation away
from the work center.
Dispatch List - Distant
Jobs which are more than one operation away
from the work center.
Inventory - Bills of Material
Inventory List
Data for items on the Inventory screen after
sorting and filtering to display desired items only, e.g.
low quantity on hand, finished parts, raw material, tooling,
etc. Includes quantities on order and on hand, as well
as price (or cost) each. Includes the total dollar value
for all items.
Inventory List with Location
Same as Inventory List except the location for
each item is shown, rather than the price and total value.
Item Master List
All items displayed on the Item Master Selection
screen after sorting and filtering. Includes Item name
and description, vendor code and part number, unit of measure
and price (or cost) each.
Bill of Material
Printed from Bill of Material Entry screen.
Shows the items included in the Bill of Materials and the quantity
of each item required to produce one part.
List - Bill of Material
All the Bills of Material currently displayed
on the List - Bills of Material screen.
Purchase Order and Invoice History
Purchase Order History
Purchase Orders displayed on the Purchase Order History
screen after sorting and filtering. Includes for each
item on a Purchase Order, the dates expected and received, quantities
ordered and received, price and amount. The total dollar
amount for all Purchase Orders is shown. Used for tracking and
forecasting material receipts and costs.
Invoice History
Invoices, packing lists and credit memos displayed
on the Invoice History screen after sorting and filtering.
Includes for each invoice the job, customer, date, Purchase Order,
quantity shipped and amount. A useful tool for tracking
and analyzing sales.
Work Stations and Employees
Work station and employee reports are printed from the
Work Station and Employee Setup screens.
Employee List / Bar Codes
Employee names, and bar codes. Used for logging
on to a job with a bar code wand or scanner.
Work Station List / Bar Codes
Work station names and bar codes. Used for logging
on to a job with a bar code wand or scanner.
Employee Time Summary
Can be printed for all or selected employees.
For the period of time designated, the report lists the
time spent each day by the employee on each job operation.
Used as a record of shop employee activities and for determining
employee efficiency.
Employee Weekly Time Summary
For the week selected, shows by employee the
time logged in each day, as well as the total time for
the week. Helpful for comparing employee shop activity
and for reporting time for payroll purposes.
Accounting Integration
When invoices and purchase orders are posted to QuickBooks®
or Sage 50 (Peachtree)® accounting software, reports are generated
which confirm the records posted and indicate the reasons
any records failed to post. The reports can serve as audit
trails of the transactions.
Realtrac / QuickBooks® - Invoice Post History
Detail of invoices posted for QuickBooks® using
the Realtrac / QuickBooks® Interface
Realtrac / Intuit - Invoice Integrator Results
Lists invoices posted directly to QuickBooks® using the Realtrac / Intuit QuickBooks® Interface.
QuickBooks Purchase Order Export History
Detail of purchase orders posted for QuickBooks®
Sage 50 (Peachtree)® Invoice Export History
Detail of invoices posted for Sage 50 (Peachtree)®.
Sage 50 (Peachtree)® Purchase Order Export History
Detail of purchase orders posted for Sage 50 (Peachtree)®.
