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Infor ERP XA Project Manufacturing
Mark Shubel
Lexel Corporation
Project Manufacturing
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.
Project Manufacturing
Life of a Project
Conception
Quote/Estimate
Production
Change Orders
Milestone/Progress Billing
Shipment
Post Sales
Installation
Warranty
Training
Repairs
Project Manufacturing
Components of a Project Management System
Estimating
Cost Accumulation
Accounting/Billing
Traditional ERP
Performance to Budget
Critical Path Scheduling
Project Manufacturing
• 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
Project Manufacturing
• 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
Some CA Plus Customers
7
Project Manufacturing
• Purchase Directly to a Project
• Actual
• Issue Standard Components to Projects
– Standard
– Average
– Last Cost
Project Manufacturing
• Labor is Calculated
• PCC - Average
• Payroll - Actual
• Table Driven Overhead
–Year- End Adjustment
Project Manufacturing
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
Project Inventory
Enables Inventory Statistics by Project
Usage
Cost
On-Hand
Lead-times
Location/Lot/Serial Number Control
MRP by Project
Manufacturing Orders
Labor
Actual Cost
Purchases
Material
Issues
(IP IU)
Manufacturing Order
Overhead
Routings
Cost Elements
Misc
BOM
Manufacturing Order
Project Model
Project Manufacturing PC&C
M.O. “Personalities”
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
Company 1
C000333 Customer-100
Line 1 - 1000 Generators
Level 1 - Engineering
M000033 - Part 550111
Element - 170 Assembly Labor
Detail- 50 hours emp-50
M000034 - Part 550122
Level 2 - First Year Production
Line 2 - On-Site Installation
Project Model Example
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
Cost Elements
User Defined Cost Elements Material/Other Direct Charges
Labor
Overhead
Labor
Routings
Detail Selected by User
May be Defined at M.O. Release
0010 Insert part A into B
0020 Insert part B into C
0030 Inspect B
0040 Inspect C
0050 Test
170 Assembly
175 Inspection
180 Test
Detail Routing Cost Elements
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 12000.00
1900 Subcontracting 50000.00
2000 Shipping Materials 6000.00
Material Issues
Planned Issues
BOM exists
Known at M.O. Release
Unplanned Issues
Any Inventory Item
Item Number
911
Cost
150.00
Cost Element
185 Stock Items 921 200.00
Project Management
• PRM Receives Data From.. – Inventory Transactions
– Payroll
– Production Labor Reporting
– PM&C/Paperless
– Accounts Payable/IFM
How PRM is Updated
PC&C
PM&C
Paperless
I/M
A/P
P/R
CAINT
AM9MU
UJOB
DATAQ XREF
G/L INTERFACES
M
O
D
E
L
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
Company 1
C000333 Customer-100
Line 1 - 1000 Generators
Level 1 - Engineering
M000033 - Part 550111
Element - 170 Assembly Labor
Detail- 50 hours emp-50
Project Model Example
E000001- Estimate
Element - 170 Assembly Labor
Estimate 65 hours 700.00
01/01/07-03/30/07 40 hours 400.00
04/01/07-06/30/07 25 hours 300.00
Actual Purchase Cost
Purchase to Project Phase
Company 1
C000333 Customer-100
Line 1 - 1000 Generators
Level 1 - Engineering
M000033 - Part 550111
Element - 170 Assembly Labor
Detail- 50 hours emp-50
Project Model Example
M00033- Advanced Purchases
Element - 180 Purchased Parts
P.O.123 Part 55001122
Overhead Processing
Overhead Pools Pools Contain Groups of Element Rates
Allows Unique Rates by Element IE:
Material @ 20%
Assembly Labor @ 125%
Quality Labor @ 200%
Assign Pools to Projects
Reporting
• Project Summary
– Visual Explosion of Work Breakdown Structure
• Costing Reports
– Company
– Project
– Line
– Level
– Manufacturing Order
• Detail Transactions Update Register
OLAP Analysis
Extract to Excel Pivot Table
Allows “Slicing and Dicing” of Project Costs
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
Project Manufacturing Screen Flow
Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
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Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
Project Manufacturing
• 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