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Adding, Editing, Approving, Deleting & Printing Cost Sheet in Ginesys Web

Owned by Deepankana Roy (Unlicensed)
Last updated: Jun 01, 2022 by Subhasree Banerjee (Unlicensed)
4 min read

A Cost Sheet is a report which accumulates all of the costs associated with a product or production job. A Cost Sheet forms the basis of margin calculation of a product or job. The total cost incurred to produce an item or a service determines the final profit margin of the item. This article describes how to manage the Cost Sheet report in Ginesys Web.

 Add Cost Sheet

Prerequisites

  1. The users' role must have access to the Cost Sheet feature by enabling Add app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.

Step-by-step guide 

The process is divided in the following steps:

  1. Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
  2. Cost Sheet module opens with list view.
  3. Click on Add button.
  4. Add Cost Sheet window opens.
  5. You will get group of icons at the top right corner of the window.
    1. The icons name from left to right are - Expand All, Collapse All, Print Document Report, Attachments, Clear Form and Open Side Panel.
      1. Expand All: Clicking on this icon, all the sections will be Expand if they are collapsed.
      2. Collapse All: Clicking on this icon, all the sections will be Closed if they are expanded.
      3. Print Document Report: Clicking on the Down Arrow beside this icon, you will get Print Preference option with already created Report File Template. This option is used to print document.
      4. Attachments: You can Upload some required documents from this option.
      5. Clear Form: Clicking on this icon, you can Clear all the data already entered. 
      6. Open Side Panel: Clicking on this, you will get the details of the current Cost Sheet.
  6. You will get three sections - Document Information, Cost Information and User Defined Field 
  7. Document Information:

    1. Put in the Cost Sheet ID (Mandatory Field). This is document numbering scheme for the Cost Sheet.
    2. In the Date field the system date will be populated automatically.
    3. Put in the Description.
    4. Select the Department and Route ID from the list.
  8. Cost Information:

    1. You will get another three tabs - Operation, Material Requirement and Image.
    2. Operation:

      1. In this tab you have to fill the Sequence No., Process Name from the list, Job Cost, Material Cost.
      2. Click on the Component button.
      3. Component window will open.
      4. Select the items through Select Item by Search Criteria or Select Item by Scanning Each Item.
      5. Click on the Populate button. 
      6. Selected Items will be populated.
    3. Material Requirement: 

      1. Put in the Component Item, Quantity, Rate and Amount.
    4. Image:

      1. Select the Image of item to be prepared.
  9. Put in the Overhead Percentage, Markup etc.
  10. User Defined Fields:

    1. Click on UDF button to fill the fields like - Brand, Designer etc.
  11. Click on the Save button to save the Cost sheet.
 Edit Cost Sheet

Prerequisites

  1. The users' role must have access to the Cost Sheet feature by enabling Edit app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.
  2. Cost Sheet must be created and Un-Posted.          

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
  2. Cost Sheet module will open. 
  3. Previously created Cost Sheet will be listed.
  4. Select the Cost Sheet you want to edit.

  5. You can use Filter to search particular Cost Sheet(s).

    Note: If you select multiple Cost Sheet, you will get the Edit option disabled. You cannot edit multiple Cost Sheet at a time.

  6. Edit: Cost Sheet window will open. 
  7. All the details will be populated.
  8. Modify the required fields. 
  9. You can also modify and delete Receipt and Items. 
  10. Click on the Save button to save the modified Cost Sheet. 
  11. You will get a message - "Document saved successfully."
 Approve Cost Sheet

Prerequisites

  1. The users' role must have access to the Cost Sheet feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.
  2. Cost Sheet must be created and Un-Posted.  
  3. Cost Sheet must not be Released.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
  2. Cost Sheet module will open. 
  3. Previously created Cost Sheet will be listed.
  4. Select the Cost Sheet you want to approve.
  5. You can use Filter to search particular Cost Sheet(s).
  6. Go to Acton > Approve. 
  7. You will get a message - "Document(s) once approved cannot be modified. Do you want to proceed?"
  8. If you click on Yes, you will get a confirmation message "Cost Sheet Id <Cost Sheet ID> - Document Approved successfully.".
 Delete Cost Sheet

Prerequisites

  1. The users' role must have access to the Cost Sheet feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.
  2. Cost Sheet must be created and Un-Posted.  
  3. Cost Sheet must not be Released.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
  2. Cost Sheet module will open. 
  3. Previously created Cost Sheet will be listed.
  4. Select the Cost Sheet you want to edit.
  5. You can use Filter to search particular Cost Sheet(s).
  6. Go to Acton > Delete. 
  7. You will get a message - "Document once deleted cannot be retrieved. Do you want to delete this document?"
  8. If you click on Yes, you will get a confirmation message "<Cost Sheet No:> - Successfully deleted".
 Print Cost Sheet

Prerequisites

  1. The users' role must have access to the Cost Sheet feature by enabling Print app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.
  2. Cost Sheet must be created.  
  3. Printer must be connected to the device.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
  2. Cost Sheet module will open. 
  3. Previously created Cost Sheet will be listed.
  4. Select the Cost Sheet you want to edit.
  5. You can use Filter to search particular Cost Sheet(s).
  6. Go to Acton > Print. 
  7. You will get previously created template.
  8. Click on the required template to print.
  9. A new window will open.

  10. Click on the Print to print the Cost Sheet.