Guidebookfor version 2.1 and earlier.

In analyses, the data are presented in the form of Pivot Tables, which guarantees legibility of a presentation and various filter mechanisms, sorting or grouping the selected information. A user has got wide configuration possibilities – changes of the layout of presented data, level of their grouping and aggregation, or a hierarchy of particular sizes. Every user can define a layout of charts by dropping and dragging a title of the column into an appropriate area.

++++ See a screenshot of Analyses and Reports | ++++

Analyses and reports module allows you for creating analyses and reports according to the given criteria. Filter allows you for defining the period for which a report or analysis should be made, and which warehouse or a warehouse group should be taken into consideration.

1. Orders
   • Orders analysis - it allows you for a full control of quantity and value of ordered products,
2. Warehouse
   • Purchase analysis - it allows you for a control of quantity and value of the purchased assortment,
   • Report of revenues and expenses - it allows you for checking a difference of the value between revenues and expenses documents,
   • Analysis of revenues and expenses - it allows you for checking a difference of the value between revenues and expenses documents,
   • Value of the warehouse - it specifies a sum of values of all the goods (materials and products) that are in stock,
   • Inventory balance - it specifies a stock on hand for every day and the information about warehouse documents related with particular assortments,
3. Production
   • Products
   • Products - details
   • Employees - it gives information about a reported work time of an employee at the specific stage and on a specific day,
   • Materials,
   • Correction of materials consumption - it gives information about disparities in the materials consumption between a factual consumption (reported) correction of consumption), and resulting from standards. (formula of a product)
     from the version 2.1 production analyses are in the form of multidimensional analyses, therefore they were changed:
   • Analysis of production - it gives information about quantities of assortments produced in a particular period,
   • Analysis of production - employees - it gives information about the cost and time work of employees in a particular period. Data defined on the basis of standards included in the formulas of products,
   • Analysis of production - materials,
   • Analysis of production - materials correction,
4. Sales,
   • Sales analysis,
   • Commercial report, according to assortment,
   • Commercial report, according to a contractor,
   • Registry of the VAT sales,
   • Registry of the VAT purchases.

Modus system, besides available data filters, allows also for creating your own ones. It enables for a precise separation of information.

To create an advanced filter, you have to:

• Use any of the basic filters,
• On the right side of the filter bar, a button „Adjust” appears - click on it.
• In a displayed window you have possibility of defining parameters of filtration.

Defining of parameters of advanced filters takes place on the basis of sentential logic calculation. You have to basic conditions: „AND”, „OR”, „AND NO”, „OR NO”. With their help you can display only this data that are needed.

Example of usage

• Open a list of warehouse release documents.
• Set a basic filter: e.g. „date of release = 2012-07-09”.
• Only the release documents from the date of the 9th of July 2012 are released.
• Click on „Adjust” - button on the left side of the filter bar.
• In a displayed window press the button of adding a new condition.
• As a condition enter: Name of a recipient suits to „Furniture shop MEBELUX”.
• Ad the next condition: Value of the purchase prices in PLN is smaller, or equals 100.

As a result, you will be given all release documents with the value of the purchase prices to 100zl, released on the 9th of July, 2012 for the furniture shop „MEBELUX”.

The icon allows you for the printout of the created analysis.

The icon allows you for exporting data included in the analysis for the formats:

• TXT
• HTML
• XLS
• XML

++++ Export of data from the analysis| ++++ Data included in reports can be additionally exported to the following formats:

• CSV
• RTF
• PDF

++++ Screen: Export of data from the report | ++++

The icon makes it possible to modify the analysis by changing a layout of analysis, inserting additional elements or deleting the unnecessary ones.

In order to take into account an additional element in the analysis:

1. Click on the icon View,
2. Choose an element which you want to add to the Analysis, by holding the left button drag and drop into an appropriate area.
   Positions that are designed for the analysis creation can be placed in four areas:
   • filtration field,
   • data fields,
   • columns,
   • rows.

++++ Screen: Extension of analysis | ++++

In the above example element, which is a type of a document was placed in the filtration field, therefore in the analysis you can include only the External Goods Receipts. Data that is under analysis is the Quantity in the basic unit of measure and a value. These elements were placed in the data field. Data is analyzed in respect of the date of registry (Year and Month elements were placed in the columns field) and of the Contractor as well as a number of a document (these elements were placed in the rows field, and their order decides on the data grouping). Each of the elements can be also filtered by clicking on the triangle shape next to the element's name, and de-selecting the positions that are to be deleted from analysis.

++++ Screen: Filtration of analysis | ++++

The icon is designed to edit the layout of analysis, save the formed layout, and a presentation of the analysis according to a previously defined layout.

In order to save the layout:

1. From the level of the chosen report, unroll the list Layout.
2. Choose Save the layout as…
3. Specify a name of the layout

++++ Screen: Saving of the personal layout | ++++

++++ Screen: Delete filters Function | ++++

To display analyses according to a previously defined layout:

1. from the chosen report unroll the list Layout.
2. Choose a List of layouts.
3. Select a layout from the list.

++++ Screen: Display of the chosen layout | ++++

To change the layout displayed by default:

1. From the level of report, unroll the list Layout.
2. Choose a List of layouts.
3. Select a layout, that should be a default layout.
4. Click on Edit.
5. Select an option set a layout as default

The program allows you for the full control of the quantity and value of the ordered products in any period with the help of multidimensional analyses.

How to create a report?

1. In the module Analyses choose Analyses and reports.
2. Choose a report.
3. Define a period and a warehouse for which the report is to be created.
4. Click on Generate.

++++ Screen: Creation of report | ++++

A tab Data displays data in the tabular form (see the picture below).

++++ See the screenshot of the Analyses and reports | ++++

A tab Graph displays data in the graphic form (see the picture below).

++++ See the screenshot of the graphic representation of data | ++++

++++ See the screenshot of the graphic representation of data - column graph | ++++

Value of the warehouse is the sum of the values of all the goods (materials as well as products) that can be found in stock.

There is possibility of checking the warehouse's value each day, from the moment of starting the records of documents.

How to check the value of the warehouse ?

1. from the menu Analyses choose Analyses and reports.
2. from the list of reports Warehouse choose Value of the warehouse.
3. Click on Generate.
4. In the window Stock on hand for the day choose a warehouse and a day, on which the value of the warehouse should be calculated.
5. By clicking on the History you have a look at the history of deliveries and releases for every product/material that is in the warehouse.

++++ Screen: Generating a report about the warehouse value| ++++

++++ Screen: Value of the warehouse| ++++

Disassembling report gives you information about the quantity of assortments, that were made in the process of disassembling of a product.

As a result of the disassembling process, from the product assortments are made, that are located in the warehouse. The process takes place according to the formula of the product, but the assortment positions as well as their quantities can be edited.

++++ Screen: Disassembling report| ++++

Revenues and expenditures report is a report that allows for checking a difference of the value between revenue and expenditure documents in a particular period.

How to create a report of revenues and expenditures?

1. In the module Analyses choose Analyses and reports.
2. From the group of reports WAREHOUSE choose Report of revenues and expenditures.
3. Define a period and a warehouse for which the report should be created.
4. Click on Generate.
5. In order to display the types of documents included in the report, click on Type of document.
6. To display list of documents of the particular type included in the report click on the signature of the document's type.

++++ Screen: Generating of the revenues and expenditures report| ++++ ++++ Screen: Report of revenues and expenditures | ++++ ++++ Screen: Report of revenues and expenditures with a list of documents| ++++

It gives you information related to the purchased goods:

• Quantity - quantity of the purchased assortment,
• the average price of the purchase,
• Value - net worth of the purchased assortment.

Data is transfered to the analysis after issuing a purchase invoice. It has got the same date as the date on the External Goods Receipt document.

++++ Screen: Purchase analysis | ++++

It covers information about the value of the purchase in the particular period. In the analysis, there are documents, which date of sale (not a date of issuing) is included in the analyzed period.

This analysis is constructed in such a way, that the values of individual sales documents are corrected by the value of the issued corrections, regardless of the date of issuing the corrections. Corrective document are not taken into consideration in the analysis.

In October, a sales document was issued at a price of 850 PLN (net worth). In November, a partial return of assortment took place, which was confirmed by a corrective document with a value of -300 PLN (net worth).

Analysis of sales for October gives a value of the sale at the level of 550 PLN (net worth).

The analysis of purchase for November will show a zero value of the sale.

The analysis provides you information about the cost and time of work of particular workers, resulting from the standards or the work time registered on the production terminal.

• Time according to the Registry of the time Work (RTW) - it is a time registered on a terminal. Two formats of display are available:
  • a text one (np. 1h 15 min) - formatu tekstowego nie należy umieszczać w polu danych (na przecięciu kolumn i wierszy)
  • decimal in hours (1,25);

• Standard worktime - a standard worktime defined for the particular stage in the tab „Standards”, in the formula;

• Hourly rate - a rate for an hour of the worker's time, obligatory at the time of the confirmation of the Order from the recipient;

• Cost according to the time of the RTW - cost of the work calculated as the „Time according to the RTW” * „Hourly rate”;

• Cost according to the standards - cost of the work calculated as the „Standard worktime” * „Hourly rate”;

• Piecework rate - a piecework defined in the tab „Standards”;

From the version 2.2 in the template of the printout, field „stage_entered_time” has always got the same value as the field „stage_standard_worktime”; in the previous versions (before the RCP module), time of the stage realization could be directly edited and then such a value was presented in the field „stage_entered_time”.

++++ Screen: Analysis - Employees | ++++

The analysis provides the information that allows for the worker's accounting for the tasks registered on the production terminal. There, you can find the data about the work times and the quantity of made products. In the analysis, there are 6 default layouts, that present gathered data in a different capture (Layout function):

• Global analysis of orders
• Analysis of the period of the production orders' realization (1)
• Analysis of the period of the production orders' realization (2)
• Analysis of the workers' work time
• Settling accounts with piecework groups
• Settling accounts with workers

Considering that the employees can work simultaneously over several orders, RWT(Registry of the Work Time) analysis does not present data about the times registered on terminals. In case of such a realization of production orders, work times would have been increased (e.g. if a worker realizes simultaneously 3 orders per hour, then his actual work time (clock time) a work time is one hour, not 3 hours, as it would appear from adding up all the read-outs from a terminal.)

One of the basic pieces of information that is included in the analysis of RWT is a work time of the employee at the particular stage and on the particular day - time(minutes).
This value provides information about the work time after taking into account a simultaneous realization of many orders. The value is calculated according to the pattern:

++++ Screen: Accounting for the work time used in the analysis | ++++

++++ Screen: Analysis of production - Accounting for the work time| ++++

Actual work time at all stages - a work time on a terminal (with omission of breaks)

Time RWT(min) - a work time on a terminal, between the registered read-outs entry/exit. Readouts are registered automatically. Entry is a beginning of the first operation, Exit is a time suspension of the last operation by using the function End of work

Sum of times at the chosen stage (min) - a time scanned from the terminal reported for the one stage, being under realization of a worker
on a particular day

A sum of times of all the stages(min) - a sum of times reported for the particular day at all the stages, being under realization of a worker

Quantity - quantity of manufactured products reported on the terminal

A Sum of times at the chosen stage(min) - a time scanned from the terminal reported for the one stage being under realization of a worker, on a particular day.

A sum of times of all the stages(min) - a sum of times reported for the particular day at all the stages, being under realization of a worker.

Time (min) = a sum of times at a chosen stage(min)/a sum of time at all the stages (min) * Time RWT(min)

A total work time at the stage – a sum of times (time (min)) of all employees working at the particular stage

A total work time over the product - a sum of the total work time over the particular stages

Time/unit of measure (product) - production time of one item of a product
Time/unit of measure (produkt) = Czas pracy łączny nad produktem / ilość do produkcji

Time/unit of measure(stage) - production time of item at a particular stage
Time/unit of measure(product) = a total production time over one stage/ quantity for production

An employee realizes only one order that consists of two consecutive stages. Because he did not produced anything simultaneously, results in the analysis are the same as the readouts from the production terminal. For the presented case you can also use the above mathematical formula that is designed to calculate the value of time (min).

Work time over the I stage, according to the terminal (A): 60 minutes (8:00-9:00)
Work time over the II stage, according to the terminal (A): 120 minutes (9:00-11:00)
A total work time over these orders, according to the terminal (B): 180 minutes
BUT! The actual (clock) work time of the worker on a particular day is still 180 minutes (8:00-11:00) (C).
A lack of difference results from the fact, that the worker does not realized anything simultaneously.

++++ Screen: Calendar RWT| ++++

++++ Screen: Analysis of the RWT| ++++

time(min) = ( A / B ) * C

Time (min) for the stage I visible in the analysis is calculated in a following way:
(60 / (60+120)) * 180 =
(60 / 180) * 180 = 60 minutes

Time (min)for the stage II available in the analysis is calculated in a following way:
(120 / (60+120)) * 180 =
(120 / 180) * 180 = 120 min

Worker realizes two orders that include two consecutive stages. Orders are realized simultaneously, therefore results in the analysis are different from the readouts of the production terminal. Values presented in the analysis were calculated in a following way.

Production order 001
Work time over the I stage, according to the terminal (A): 60 minutes (8:00-9:00)
Work time over the II stage, according to the terminal (A): 120 minutes (9:00-11:00)

Production order 002
Work time over the I stage, according to the terminal (A): 60 minutes (8:00-9:00)
Work time over the II stage, according to the terminal(A): 120 minutes (9:00-11:00)

A total work time over these orders, according to the terminal(B): 360 minutes
BUT! An actual (clock) work time of the worker on a particular day is 180 minutes (8:00-11:00) (C).
Difference results from the fact that from 8:00 to 11:00 the worker realized both orders simultaneously.

++++ Screen: Calendar RWT| ++++

++++ Screen: Analysis of the RWT| ++++

time(min) = ( A / B ) * C

Production order 001
Time (min) for the stage I visible in the analysis, is calculated in the following way:
(60 / (60+120+60+120)) * 180 =
(60 / 360) * 180 = 30 min

Time (min)for the stage II visible in the analysis, is calculated in the following way::
(120 / (60+120+60+120)) * 180 =
(120 / 360) * 180 = 60 min

Production order 002
Time (min) for the stage I visible in the analysis, is calculated in the following way:
(60 / (60+120+60+120)) * 180 =
(60 / 360) * 180 = 30 min

Time (min) for the stage II visible in the analysis, is calculated in the following way:
(120 / (60+120+60+120)) * 180 =
(120 / 360) * 180 = 60 min

Analysis provides you information about materials used in the production process at a particular period:

• Used quantity - ilość surowca faktycznie zużyta przez pracownika w procesie produkcji
• Quantity according to formulas - a quantity of the material that should be used in the process of production resulting from the standards defined in theproduct's formula,
• Difference in quantity - difference between the used Quantity, the Quantity according to formulas,
• Value - value of the used materials. Value of materials is strictly related to a way of the stocks' pricing. Used postponed pricing of the expenditure can bring about that the values in analyses can be imprecise. Therefore, it is advisable to close the accounting period with a particular frequency, adequate for the enterprise. At the same time, results of the analyses and reports made in the unfinished periods, should not be treated as the final ones. More on this topic you can find here.

++++ Screen: Analysis of the production - Materials | ++++

The analysis provides you information about materials used in the production process which quantity was corrected:

• Used quantity - quantity of the material actually used by the worker in the production process
• Quantity according to formulas - quantity of the material that should be used in the production process resulting from the standards defined in the formula of the product,
• Difference in the quantity - difference between the Used quantity and the Quantity according to formulas,
• Value - values of the used materials. Value of the materials is strictly linked with the way of the stocks pricing. A postponed pricing of the expenditure can cause that the values in the analyses can be imprecise. Therefore, it is advisable to close the accounting period with a particular frequency, adequate for the enterprise. At the same time, results of the analyses and reports made in the unfinished periods should not be treated as the final ones. More on this topic you can find here.

Analysis gives you information about real costs and stoppages related to the realization of the service orders. Presented data are inserted on the card Execute an order in the field Stoppage and in the tab Costs. These costs can constitute the costs of labor, consumables and the external services. In the analysis, the costs are summed up.

Ho to create a report?

1. In the module Analyses choose Analyses and reports.
2. Choose a report.
3. Define a period and a warehouse for which the report should be created.
4. Kliknij Generuj.

++++ Screen: Entering costs and stoppages | ++++ ++++ Screen: Analysis of costs and stoppages | ++++

Work time - number of minutes from the main counters of the particular machines ( wpisy do liczników dodają się automatycznie przy uzupełnianiu licznika linii produkcyjnej )

Downtime - a total downtime of the repair orders

Number of breakdowns - number of repair orders with a status Completed

Failure frequency = ( downtime / ( work_time + downtime ) ) * 100

MTTR = downtime / failures_number

MTTF = work_time - downtime /failures_number

MTBF = MTTR + MTTF

How to create a report?

1. In the module Analyses choose Analyses and reports.
2. Choose a report.
3. Define a period and a warehouse for which the report should be created.
4. Click on Generate.

++++ Screen: Analysis of the machines' failure frequency | ++++

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