Adding, Editing, Approving, Deleting & Printing Cost Sheet in Ginesys Web
- Deepankana Roy (Unlicensed)
- Subhasree Banerjee (Unlicensed)
- Debrupa Datta (Unlicensed)
- Aparajita Basu Roy
Owned by Deepankana Roy (Unlicensed)
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
- 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:
- Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
- Cost Sheet module opens with list view.
- Click on Add button.
- Add Cost Sheet window opens.
- You will get group of icons at the top right corner of the window.
- The icons name from left to right are - Expand All, Collapse All, Print Document Report, Attachments, Clear Form and Open Side Panel.
- Expand All: Clicking on this icon, all the sections will be Expand if they are collapsed.
- Collapse All: Clicking on this icon, all the sections will be Closed if they are expanded.
- 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.
- Attachments: You can Upload some required documents from this option.
- Clear Form: Clicking on this icon, you can Clear all the data already entered.
- Open Side Panel: Clicking on this, you will get the details of the current Cost Sheet.
- The icons name from left to right are - Expand All, Collapse All, Print Document Report, Attachments, Clear Form and Open Side Panel.
- You will get three sections - Document Information, Cost Information and User Defined Field
- Document Information:
- Put in the Cost Sheet ID (Mandatory Field). This is document numbering scheme for the Cost Sheet.
- In the Date field the system date will be populated automatically.
- Put in the Description.
- Select the Department and Route ID from the list.
- Cost Information:
- You will get another three tabs - Operation, Material Requirement and Image.
- Operation:
- In this tab you have to fill the Sequence No., Process Name from the list, Job Cost, Material Cost.
- Click on the Component button.
- Component window will open.
- Select the items through Select Item by Search Criteria or Select Item by Scanning Each Item.
- Click on the Populate button.
- Selected Items will be populated.
- Material Requirement:
- Put in the Component Item, Quantity, Rate and Amount.
- Image:
- Select the Image of item to be prepared.
- Put in the Overhead Percentage, Markup etc.
- User Defined Fields:
- Click on UDF button to fill the fields like - Brand, Designer etc.
- Click on the Save button to save the Cost sheet.
Edit Cost Sheet
Prerequisites
- 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.
- Cost Sheet must be created and Un-Posted.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
- Cost Sheet module will open.
- Previously created Cost Sheet will be listed.
- Select the Cost Sheet you want to edit.
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.
- Edit: Cost Sheet window will open.
- All the details will be populated.
- Modify the required fields.
- You can also modify and delete Receipt and Items.
- Click on the Save button to save the modified Cost Sheet.
- You will get a message - "Document saved successfully."
Approve Cost Sheet
Prerequisites
- 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.
- Cost Sheet must be created and Un-Posted.
- Cost Sheet must not be Released.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
- Cost Sheet module will open.
- Previously created Cost Sheet will be listed.
- Select the Cost Sheet you want to approve.
- You can use Filter to search particular Cost Sheet(s).
- Go to Acton > Approve.
- You will get a message - "Document(s) once approved cannot be modified. Do you want to proceed?"
- If you click on Yes, you will get a confirmation message "Cost Sheet Id <Cost Sheet ID> - Document Approved successfully.".
Delete Cost Sheet
Prerequisites
- 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.
- Cost Sheet must be created and Un-Posted.
- Cost Sheet must not be Released.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
- Cost Sheet module will open.
- Previously created Cost Sheet will be listed.
- Select the Cost Sheet you want to edit.
- You can use Filter to search particular Cost Sheet(s).
- Go to Acton > Delete.
- You will get a message - "Document once deleted cannot be retrieved. Do you want to delete this document?"
- If you click on Yes, you will get a confirmation message "<Cost Sheet No:> - Successfully deleted".
Print Cost Sheet
Prerequisites
- 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.
- Cost Sheet must be created.
- Printer must be connected to the device.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web > Production > Setup > Manage > Cost Sheet.
- Cost Sheet module will open.
- Previously created Cost Sheet will be listed.
- Select the Cost Sheet you want to edit.
- You can use Filter to search particular Cost Sheet(s).
- Go to Acton > Print.
- You will get previously created template.
- Click on the required template to print.
- A new window will open.
Click on the Print to print the Cost Sheet.