Best MIS Reports in Finsys ERP – for Management Meeting | Corrugation Packaging | Flexible Packaging | Mono Cartons |
Part 1 : MIS Reports in Finsys ERP – for Management Meeting
ERP Manager / Executive Assistant to MD / Plant Head Team members should Use the screenshots or LIVE from the following
- MD Dashboards from the Main EXE
- Web Dashboards from the Web EXE
- Graphs from the Web EXE / M.finsys EXE
- Stock in Hand Summary in EXCEL, ( keep the working paper ready – Finsys Reports of values of RM, FG, and OSP )
- Down Time Report with Reason, from the ERP
- Rejection Report with Reasons, from the ERP
Part 2 : for Circulation : Regularity to be a part of the DNA
Sub : Suggested MIS Reports for Daily Circulation
In today’s world, creating Systems and Following Systems is becoming more and more important. As a part of the initiative to make our Finsys Patrons even more Systematic, we present to you our SoP ( Standard Operating Procedure ) for the Reports that must be circulated in a Standard Finsys ERP Implemented company.
Some of our clients have done this and are happy with the results. Hence sharing the same with you.
Notes :
- If you are already using these, then great. If you are not, please start, our Finsys team members will love to train your people on these.
- These may be started either all in 1 go, or step by step.
- You may add some more daily Reports from the Finsys ERP, as per your convenience.
Industry Segment : Packaging
MD / CEO / Plant head must get
Every day
- Executive summary of all SO, PO, MRR and Invoices for the day
- Pending Sales order Register – Either YTD or 3 month MTD. click here for details >>> it is so important, we made a separate page for this >>>> https://finsys.co.in/benefits-of-seeing-pending-sales-order-report-daily/
- Pending Purchase Order Register ( for Details on benefits and how to use this)
- Snapshot Report of Collection and Payments
EVERY MONDAY
See these reports and discuss their CAPA, for each row
- How many items are in Negative in the ERP due to any reason… Target = ZERO vs Actual ???. .. and its investigation and CAPA ( Corrective Action , Preventive action )
- Stock Report – Paper Reels – 1 page summary – Reels and Ton in hand
- Stock Report – Paper Reels –Reels wise with Ageing 0-30-60-90 days columns with Value….
- ( version 2 of Above Report : reels over 90 days only — Focus on why they are non moving, how to consume them.
- Bit Reel Report .. How many… Target vs Actual. .. and CAPA
- Stock Report – Paper Reels – Closing Stock value ( to management only )
EVERY TUESDAY
- Stock Report – Ink and Adhesive MTD with value – 4 colm
- Stock Report – Repair and Maintenance Items MTD with value – 4 colm
- All Items below Minimum level
- All Items below Reorder level
- All items above Maximum level
Benefits of These Stores Reports
- Control of the situation
- Know who is entering data and who is not
- Know stock position LIVE ( almost live)
- All people are automatically understand the importance of entering the data live / almost live, since MD will see daily. And MD will rely on them.
- Issue entries are missed in some companies for some groups… will be done, since seen. ( Example Spare Parts and Consumables )
- Stock out position happens in repair items / many items. Since people do not remember to buy in time. This will be prevented if the Minimum levels and Reorder Levels are set + Reports daily monitored
EVERY WEDNESDAY : Finance
- Debtors Outstanding Report – any 1 out of over 10 formats available – as of end of last week
- Creditors outstanding Report – any 1 out of over 10 formats available
- Staff Advance Account Trial Balance and Ledger email to MD
- Imprest Account Trial Balance and Ledger email to MD
- Debtors with Credit Balance ( Advances received ) – YTD date selection
- Creditors with Debit Balance ( Advances received ) – YTD date selection
- Non-moving Accounts
- Cash Flow of this month ( Cash only )
- Funds Flow of this month ( Cash+All Banks) ( All Sources)
EVERY THURSDAY : Sales
- Customer wise Sales Report = any 1 format
- Finished Product wise Sales Report = any 1 format
- Schedule vs Actual // Sale order vs Actual Report = any 1 format
- FG stock in hand report with value – preferably 4 colm ( Year start to date ) See report and discuss
- Non moving FG stock report – See report and discuss
- C class customer report — customers who purchased less than Rs 50,000 material in last 6 month – See report and discuss
- Items giving Loss
EVERY FRIDAY : Purchase
- Pending Purchase Requisitions ( Indents ) == PR made, and not approved
- Pending Purchase Requisitions ( Indents ) == PR approved and Po not made
- Pending Purchase Order == PO made, and not approved
- Pending Purchase Order == PO approved but material not received – any 1 format
- Purchase Schedule vs Actual Report – any 1 format
- Vendor Ratings
- Purchase Estimate for ROL(Reorder level) / MSL( Minimum stock level) items
- Delivery Date based report = Committed delivery date in PO vs actual date ( XLS report)
- Any 1 Rate Comparison Report
- Shipments received late ( after 5 pm) … if your stores works in main shift only.. people who make your stores people stay back late, lead to risk in Qnty check /Quality check
EVERY SATURDAY : Production
This area is as per your ERP configuration.
This list may be modified as relevant to you
For Packaging Plants
- Daily Production Report ( DPR ) showing Each machine, what produced
- Linear metres report.. .a part of DPR
- Down Time Report with reasons
- Wastage Report with Reasons
- Material Requirement Planning for this (balance) month, and for next month.
- Job Cards floating on the Production floor for more than 10 days, and not yet closed.
- Job Cards open , and not yet scheduled on any machine
- Job Cards with excess loss due to Ups ./ Paper allocation
- Monthly Tonnage Report = Tons produced each day
- Corrugation Output Report = Sq Metres produced & Tons produced
- Theoretical consumption vs Actual.
For Electronics / Electricals / Plastic Moulding / Rubber Moulding / Sheet Metal Components Plants
- Daily Production Report ( DPR )
- Down Time Report with reasons
- Wastage Report with Reasons
- Material Requirement Planning for this (balance) month, and for next month.
- Back Flush Report
Best IT Dept Reports for Packaging Sector
01) are all the item needing min-max (is it updated) and tell the formula for calculation of min -max
02) are all the pending PR before 3 month closed
03) are all the pending PO before 3 month closed
04) are all the pending SO before 3 month closed
05) are all the pending MRR before 1 month cleared in finance
06) are all the pending MRR before 3 Days cleared in QA
07) are all the bill pending to creditor cleared before 4 months
08) are all the bill pending from customer cleared before 2 months
09) are all the user who might have left co closed
10) are all the user given correct rights icon wise
11) what are the number of job orders pending for completion
12) what are the 10 best yield jobs
13) what are the 10 bad yield jobs
14) also tell us the number of customer with 100 % completion on time
15) also tell us the number of suppliers having rejection in last 3 month
16) also which are the machine with low utilization ( BELOW 50 %)
17) also which are the machine with HIGH utilization ( ABOVE 75 %)
18) also which are the ITEMS HAVING MORE JOB ORDERS IN THIS MONTH AS COMP TO LAST MONTH
19) also which are the RM ITEMS HAVING NO MOVEMENT IN LAST 3 MONTHS
20) also which are the fg ITEMS HAVING NO MOVEMENT IN LAST 3 MONTHS
Please feel free to revert for any further details/ clarifications required.
p.s.
We request that Software Changes may not be asked for in the formats. It will shift the focus from the intented purpose to Kaizen. Kindly enjoy the benefits as such. For specific Customisation Requests, please feel free to contact our marketing team / Customer Relations Team.
Notes
- Stock Report – Paper Reels – 1 page summary – Reels and Ton in hand = total reels in hand, and their kg
- Stock Report – Paper Reels –Reels wise with Ageing 30-60-90 days columns = each reel , how many days old, and its kg
- Bit Reel Report = only the reels with partially used status, example “: Reel purchased 1000kg, consumed 800kg, balance=200kg .. this is called a bit reel or end reel
- Reels older than 90 days Report = too old reel, to take action to consume, else will get dilapidated
- Stock Report – Paper Reels – Closing Stock value ( to management only ) = value of the stock in hand, reels only
There are a Good compilation of MIS Reports in Finsys ERP Management Meeting Packaging
These can be administered by your ERP manager or your IT Manager