Background: Project Summary Listing

Use the Project Summary Listing (PSL) program to print cost details of each project quantity and optionally, the bill of material and routings. See Road Map for work flow.

The Project Summary includes this header information:

  • Project number

  • Branch

  • Status of project: N: New, C: Closed, T: Transferred

  • Engineering Change Level

  • Project entry date

  • Customer number for a customer project

  • Parent item number

  • Routing Revision Level

  • Project expiration date

  • Customer name for a customer project

  • Parent item description

  • Stocking unit of measure

  • Customer's project number

  • Requester

  • User-defined project status

Pricing factors

  • Percent of total factory cost

  • Amount added to order

  • Amount added to each unit

  • Percent of material cost

  • Percent of labor cost

  • Other user-definable percentages

  • Amount added to total

Note
Your fields may have a different labels based on your entry in the User description field for each project code in the Project Cost Factors Maintenance (TPS) program.

Default rates

  • Labor rate

  • Overhead rate

  • Machine rate

  • Setup rate

Project notes is you selected Include project notes? program option and notes exist

Project quantities (listed by quantity breaks if they exist)

  • Project quantity

  • Material cost

  • Labor cost

  • Overhead cost

  • OS cost: Outside service

  • Total factory cost

  • Miscellaneous costs

  • Percent of total factory cost: (Percent of total factory cost / 100) x Total factory cost

  • Amount added to order

  • Amount added to each unit

  • Percent of material cost: (Percent of material cost / 100) x Material cost

  • Percent of labor cost: (Percent of labor cost / 100) x Labor cost

  • Total cost of sale: Total factory cost + Misc costs + % of total fact cost + Amt added to order + Amt added to unit + % of matl total + % of labor total

  • Profit percent: (Profit percent / 100) x Price less discount

  • Commission percent: (Commission percent / 100) x Price less discount

  • User-defined percents: (User-defined percent / 100) x Price less discount

  • Base price: Total cost of sales + Profit percent + Commission percent + User-defined percents

  • Discount %

  • Discount amount: (Discount % / 100) x Base price

  • Price less discount: Base price - Discount

  • User-defined fixed amount

  • Final price: Price less disc + Fixed amount

  • Unit price: Final price / Project qty

If you selected the Include routing listing? Program option, the listing includes this information for the routing header:

  • Item number

  • Customer item number

  • Customer reference

  • Item description

  • Manufacturing lead time

  • Material code and description

  • Routing Revision Level

  • Date entered

  • Date changed

  • Standard lot size

  • Average lot size

  • Maximum order quantity

  • Rough weight

  • Processing unit of measure

  • Total hours per piece for all operation sequences

  • Total hours per lot: Run per unit x Standard lot size

  • Setup time

  • Total run time: Run time per lot + setup time

  • Header notes if you selected H or B for the Include routing notes? Program option and the header notes exist

The listing includes this information for each operation sequence:

  • Operation sequence

  • Operation type: R:Regular, B:batch, I:Indirect, P:Purchased service, U:Unattended

  • Work center number

  • Operation description

  • Set up time

  • Pieces per hour

  • Setup labor code

  • Setup labor rate

  • Processing unit of measure

  • Department number

  • Operation sequence type: S:Standard or A:Alternate

  • Send ahead quantity

  • Operation code

  • Machine number

  • Tool number

  • Operation pieces per hour:

For a regular or unattended operation: Pieces per hour x UOM conversion
For a batch operation: Hours per batch x UOM conversion

  • Hours per piece

  • Direct labor code

  • Direct labor rate

  • Unit of measure conversion factor

  • Crew size

  • Move time

  • Cost per piece for a purchased service operation type

  • Line notes if you selected L or B for the Include routing notes? Program option and notes exist

If you selected the Include BOM listing? option, the BOM listing includes this information:

  • Parent item number

  • Engineering Change Level

  • Number of levels you entered for the Select number of levels for BOM Program option

  • Lead time for the parent item: Order prep lead time + Manufacturing lead time

  • Accumulated lead time

  • Item description

The listing includes this information for each component

  • Header notes if you selected H or B for the Include BOM notes? Program option and notes exist

  • Level in the bill of material relative to the parent item

  • Component number

  • Processing unit of measure

  • LT offset: The number of days after a manufacturing order is released that this component is required

  • Lead time for this component:
    For an item you make: Order prep lead time + Manufacturing lead time
    For an item you buy:  Order prep lead time + Intransit lead time + Put-away lead time

  • Quantity per parent item

  • Scrap percent of this component expected during manufacturing

  • Effective date: The date from which the component is used for manufacturing orders

  • Expiration date: The date after which the component is no longer be used for manufacturing orders

  • Floor stock code
    0: Not floor stock
    1: Floor stock

  • Bypass code
    0: Finished good or dependent item (component)
    1: Phantom

  • Component type: User-defined

  • Description of the component

  • Substitute item for this component

  • Reference code

  • Part designator

  • M/B/K: M:Make item, B:Buy item, K:Kit item

  • Component notes if you selected L or B for the Include BOM notes? Program option and notes exist