Technological map, Production act and Route sheet: a system of production documents

In the broader context of production automation and accounting in Torgsoft, management of production documents is a central element that ensures planning accuracy, control of operation execution, material accounting, and cost calculation.

The main production documents — Technological Card, Production Act, and Routing Sheet — form an integrated system that allows automation of the process from idea to finished product output.

I. Fundamental document: Technological Card (TC)

The Technological Card (TC) is the primary and most important document that serves as a template for manufacturing a single unit of product.

1. TC structure and its role

The Technological Card contains all information required for automated calculations, including:

• List of technological operations required to manufacture the product (for example, tying, weighing, write-off).

• Materials required to produce one unit of product. Material quantity is specified taking into account possible waste.

• Information about semi-finished products (if used), for which a separate TC is created.

• Possible material substitutes.

2. Management and status

After the TC is fully completed, its status must be changed to "Ready". Only in this status production can be started by creating a Routing Sheet or Production Act based on it. If editing is required, the status should be changed to "Editing". The TC can also be copied.

II. Documents for launching and controlling production: Production Act and Routing Sheet

Torgsoft offers two main documents for launching production, each with its own purpose, especially in the context of using substitutes and recording operations.

1. Production Act

The Production Act is the main document that records a batch of products and required resources.

• Creation. The Production Act is created based on a ready Technological Card. The Production Act can also be created manually if the TC is not used, but then all data (operations, materials) must be added manually.

• Production Act content. When created based on a TC, the Production Act immediately contains proportionally calculated production operations and materials for the entire batch, with the ability to edit or add them.

• Material accounting. Only when working with the Production Act is it possible to use material substitutes. If substitutes were specified in the TC, the system allows selecting and specifying the required quantity of a substitute in the Production Act, while the quantity of the main material is reduced.

• Status. The Production Act displays completed operations. If at least one operation is completed, the Production Act is marked with an icon.

2. Routing Sheet (RS)

The Routing Sheet is created for highly automated entry of information about completed operations through scanning.

• Creation. Created based on a ready TC. After creating the RS, the system automatically generates a linked Production Act, but the list of operations and materials in it will be empty.

• Operation execution. Work with the Routing Sheet is performed through the special mode "Routing Sheet Operations". The employee scans the RS barcode, their badge barcode (as the executor), and the operation barcode.

• Automatic entry. All scanned operations are automatically added to the list of production operations in the Production Act.

• Material accounting. When creating a Routing Sheet, only main materials are used, and substitutes do not participate in the production process. Materials are added to the Production Act as write-off acts after the "Weighing" operation.

• "Weighing" and "Write-off" operations in the Routing Sheet:

• "Weighing" (for weight-based materials) — when scanning, the employee enters the weight of the entire batch; weight-based material is written off proportionally, while piece-based material — entirely at once for the whole batch. A warehouse write-off document is created.

• "Write-off" — allows manually specifying the quantity of material to be written off. Unlike "Weighing", this operation does not create a warehouse document; it is created only when finished products are released.

III. Documentation of production output and write-off

Recording the completion of production is critical, as it is at this stage that final accounting documents are generated and cost is calculated.

1. Finished goods output

• Recording. Output is recorded using the "Finished Goods Output" button in the Production Act/Routing Sheet form. Products can be released in parts.

• Accounting documents. After closing the Production Act/RS and recording output, the system automatically creates a goods receipt note for the finished product.

• Cost recalculation. In the Production Act closing form, the cost of manufactured products can be recalculated.

2. Material write-off accounting (Write-off acts)

Used materials are written off automatically when finished products are released.

• Write-off acts. Materials (and substitutes, if used) that were used to produce goods are written off from the warehouse and displayed in the "Write-off Acts" tab.

• Defect write-off. When writing off defective products, the system also writes off materials used to produce that unit.

3. Waste accounting

If the Technological Card specifies that waste is recorded to the warehouse, when materials are written off, a document for writing off the total material quantity and a warehouse receipt document for waste are created. The list of such materials is displayed in the "Waste Receipt Acts" tab.

IV. Planning and order documents

To ensure production with raw materials, documents are used that link the needs of the Technological Card/Production Act with procurement.

1. Production Order

This mode allows creating orders for manufacturing both simple products and models.

• Creating a TC based on a Production Order. After creating a Production Order, it must be switched to the "Active" status to create a Technological Card for the model product.

• Supplier linkage. A Production Order can serve as the basis for Production Planning, which in turn generates supplier orders for required materials. Orders for which supplier orders were created are marked with an icon.

• Shipment. The Production Order also records shipment of finished products to the customer by creating invoices and delivery notes.

2. Material reservation (Internal transfer documents)

Although this is not a separate visible document for the user, the material reservation mechanism generates internal accounting documents that confirm raw material movement.

• Purpose: to limit the ability to create multiple Production Acts based on the same list of materials.

• Mechanism: when reserving or releasing from reservation, internal transfer documents are created.

• Storage location: reserved materials are moved to a level 3 warehouse.

• Deletion: when a Production Act is deleted, reserved materials are returned to the main warehouse.

Thus, production automation in Torgsoft is ensured through careful control and recording of each stage via these interrelated documents, enabling easy planning, execution tracking, and accurate financial accounting.

Analogy for understanding:

Managing production documents in Torgsoft is similar to working in a large construction company:

• Technological Card — an architectural design of the building (product) that details how much concrete (materials) is needed and which works (operations) must be performed.

• Production Act — an order to start work at a specific site, where it is already known which materials to use (including possible replacements — substitutes).

• Routing Sheet — an electronic pass system at a construction site, where each worker (employee) scans their badge and task, confirming completion of their part of the work (operation), and this fact is immediately recorded in the central system.

• Write-off/receipt acts — warehouse documents that are automatically generated when materials move from the main warehouse to the construction site, or when waste is recorded for disposal or recycling.