Infor ERP XA Project Manufacturing

Transcription

1 Infor ERP XA Project Manufacturing Mark Shubel Lexel Corporation

2 According to Wikipedia Project Management - the discipline of planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives.

3 Life of a Project Conception Quote/Estimate Production Change Orders Milestone/Progress Billing Shipment Post Sales Installation Warranty Training Repairs

4 Components of a Project Management System Estimating Cost Accumulation Accounting/Billing Traditional ERP Performance to Budget Critical Path Scheduling

5 End-to-End Project Costs Estimating Engineering Production Post Sales A Seamless, Integral Part of Infor ERP XA Formerly Contract Accounting/CA Plus Addresses Project Manufacturing/Make-to- Order/AD/Requirements

6 Organizes Costs/Hours from Multiple M.O.s By Project Phase Project Model Real-Time Cost Traceability from Source Transaction Estimate Processing Interfaces to New Service Management Application

7 Some CA Plus Customers 7

8 Purchase Directly to a Project Actual Issue Standard Components to Projects Standard Average Last Cost

9 Labor is Calculated PCC - Average Payroll - Actual Table Driven Overhead Year- End Adjustment

10 All Charges are Made to Manufacturing Orders PRM Relates These to Project Costs by Phase Users May Create M.O. s with Desired Detail Routings Bills of Material

11 Project Inventory Enables Inventory Statistics by Project Usage Cost On-Hand Lead-times Location/Lot/Serial Number Control MRP by Project

12 Manufacturing Orders Labor Actual Cost Purchases Manufacturing Order Material Issues (IP IU) Overhead

13 M.O. Personalities Project Model Project Manufacturing Manufacturing Order PC&C BOM Cost Elements Routings Misc

14 The Project Model (WBS) Company Project (COM Order) Project Line (COM Line) Project Level (User defined) Project Manufacturing Order Project Cost Element (M,L,O) Project Detail Transaction

15 Project Model Example Company 1 C Customer-100 Line Generators Level 1 - Engineering M Part Element Assembly Labor Detail- 50 hours emp-50 M Part Level 2 - First Year Production Line 2 - On-Site Installation

16 Accumulation Buckets 6 Accumulation Buckets By Phase Period Hours/Cost Fiscal Year Hours/Cost Inception to Date Hours/Cost PC&C without PRM By M.O. Only Period Hours/Cost Inception to Date Hours/Cost

17 Cost Elements User Defined Cost Elements Material/Other Direct Charges Labor Overhead

18 Labor Routings Detail Selected by User May be Defined at M.O. Release Detail Routing 0010 Insert part A into B 0020 Insert part B into C 0030 Inspect B 0040 Inspect C 0050 Test Cost Elements 170 Assembly 175 Inspection 180 Test

19 Actual Material Cost User Defined Charges Outside Services Set-up Material Categories Entered Through... Accounts Payable Production Control and Costing Element Description Cost 1800 Purchased Parts Subcontracting Shipping Materials

20 Material Issues Planned Issues BOM exists Known at M.O. Release Unplanned Issues Any Inventory Item Item Number Cost Cost Element Stock Items

21 Project Management PRM Receives Data From.. Inventory Transactions Payroll Production Labor Reporting PM&C/Paperless Accounts Payable/IFM

22 How PRM is Updated PC&C PM&C Paperless I/M CAINT DATAQ AM9MU UJOB XREF M O D E L A/P P/R G/L INTERFACES

23 Estimate Processing Estimates Entered by Phase Hours and Dollars Rolled up to Project Optionally Add Estimate Periods (by Time) Estimates by Period by Element Costs are Accumulated and Populated

24 Project Model Example Company 1 C Customer-100 Line Generators Level 1 - Engineering E Estimate Element Assembly Labor Estimate 65 hours /01/07-03/30/07 40 hours /01/07-06/30/07 25 hours M Part Element Assembly Labor Detail- 50 hours emp-50

25 Actual Purchase Cost Purchase to Project Phase

26 Project Model Example Company 1 C Customer-100 Line Generators Level 1 - Engineering M Advanced Purchases Element Purchased Parts P.O.123 Part M Part Element Assembly Labor Detail- 50 hours emp-50

27 Overhead Processing Overhead Pools Pools Contain Groups of Element Rates Allows Unique Rates by Element IE: 20% Assembly 125% Quality 200% Assign Pools to Projects

28 Reporting Project Summary Visual Explosion of Work Breakdown Structure Costing Reports Company Project Line Level Manufacturing Order Detail Transactions Update Register

29 OLAP Analysis Extract to Excel Pivot Table Allows Slicing and Dicing of Project Costs

30 Report Format Period YTD JTD Hrs/Cost Hrs/Cost Hrs/Cost 170 L 171 L 172 L Total L 180 M 181 M 182 M Total M 190 O 191 O Total O Total

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47 Project Costs/Hours by Period Year Inception to date Unlimited Cost Elements Organizes Cost for Multiple M.O s Fully Integrated No Duplication of Data