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Prerequisites

Logged In & Role

      • You’re logged into the CGIC App.
        • Your role is Production Manager, Manufacturing User, or System Manager.

Stock & Production Data

      • Component items have current on-hand and purchase rate information under Stock > Item > Item List.
      • Work Orders exist (if you want usage data) under Manufacturing > Work Order.

Items & BOMs

  • At least one submitted (Active) BOM exists under Manufacturing > Bill of Materials > BOM List.
  • All raw material and operation cost data are up to date in the BOM.

Permissions

  • Ensure you have access to the Reports module and the Manufacturing > Reports menu.

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1.0 Access the Manufacturing Reports Menu

  1. From the main menu, navigate to Manufacturing > Reports.
  2. A list of BOM-related reports appears. Common report names include:
    • BOM Costing Report
    • BOM Material Requirement Report
    • BOM Version History Report
    • BOM Usage Report

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2.0 Run the BOM Costing Report

  1. Click BOM Costing Report.
  2. In the filter panel, set:
    • BOM: select the BOM you want to analyze (e.g., “BOM-Danaval-Chocolate-001”).
    • Company: choose your legal entity (e.g., Charisma Global).
    • Quantity: enter the production batch size (e.g., 500 units).
    • Currency (optional): if multi-currency, select the currency for cost calculations.
  3. Click Refresh (or Run).
  4. The report displays:
    • Raw Material Cost: sum of (Required Qty × Latest Buying Rate) for each component.
    • Operation Cost: sum of (Operation Time × Operation Rate) for each step.
    • Overhead/Additional Costs: any fixed or percentage-based charges defined in the BOM.
    • Total Batch Cost and Cost per Unit.
  5. Review each line item’s cost contribution.
  6. To export, click Download > CSV or Print to share with finance or management.

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3.0 Run the BOM Material Requirement Report

  1. Click BOM Material Requirement Report.
  2. Set filters:
    • BOM: select your target BOM.
    • Quantity to Produce: enter the planned production quantity (e.g., 1,000 units).
    • From Warehouse (optional): to check material availability in a specific location.
    • Include Future Items (toggle): if you want to consider materials on pending Purchase Orders.
  3. Click Refresh.
  4. The report lists all raw materials with columns:
    • Item Code & Description
    • Required Qty (scaled for your batch)
    • Available Qty (on-hand in the specified warehouse)
    • Shortage Qty (if any)
    • UOM and Warehouse
  5. Use this report to create Material Requests or Purchase Orders by clicking Create MR from the toolbar.
  6. Export with Download > CSV or print to share with procurement.

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4.0 Run the BOM Version History Report

  1. Click BOM Version History Report.
  2. Filter by:
    • BOM: choose the base BOM number (e.g., “BOM-Danaval-Chocolate-001”).
    • From Date / To Date: specify a date range to see revisions submitted within that period.
  3. Click Refresh.
  4. The report displays:
    • Revision No. (e.g., “BOM-0001-01,” “BOM-0001-02”).
    • Modified By and Modified On.
    • Change Log Summary (fields changed, old vs. new values).
    • Applicable From date for each revision.
  5. Click any Revision No. to open that historical BOM in read-only mode.
  6. Export or print to archive revision data for audits.

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5.0 Run the BOM Usage Report

  1. Click BOM Usage Report.
  2. Set filters:
    • BOM: select the BOM you want to investigate.
    • Status (optional): filter Work Orders by status (e.g., “Completed,” “In Progress”).
    • Date Range: define a period to see which Work Orders used this BOM.
  3. Click Refresh.
  4. The report shows:
    • Work Order No. and Customer (if linked to a Sales Order)
    • Production Quantity and Completed Quantity
    • Workstation or Cost Center (where manufactured)
    • Status of each Work Order
  5. Use this to identify how many units have been produced from a given BOM, and which orders remain open.
  6. Export with Download > CSV or Print for production dashboards and capacity planning.