Key functions | BOMs, works orders and stock for Sage Intacct

On the screen

The working set

This is what your people land on. Twelve tiles, in work order, each one a switch — a site only shows the parts of the operation it actually runs.

However a movement is entered, at a desk or on a phone on the floor, it builds the same document and goes through the same posting code. There is no second implementation to keep in step.

Receiving

Book a delivery in against a purchase order.

Updates stock and cost in Intacct

Production Plan

Work out what to make and what to buy. Explodes demand through the recipes and checks what is already on the floor.

Planning only, posts nothing

Works Orders

Current production orders. Components off, finished goods on, at the cost Intacct holds.

Backflush + run increase, one atomic post

Issue to WIP

Move components into a work-in-progress warehouse, so consumption is visible before the job closes.

Inventory transfer

Warehouse Transfer

Move stock between warehouses, carrying bin, lot and serial detail where you use them.

Inventory transfer

Quality Inspection

Check a batch against its specification, on receipt, in process, or before it ships.

Blocks release on failure

Picking

Send goods out against a customer order.

Relieves stock ahead of the Intacct invoice

Stock Control

Transfers, production and stock reports. Balance, ledger, projected quantity and stock on order.

Read-only reporting

Material Request

Request material to buy, move or make, raised by the people who can see the shortage.

Feeds purchasing and production

BOMs

What each product is made of, including intermediates that get made and then consumed in something else.

Drives planning and consumption

Quality

Specifications, instruments, procedures, certificates of analysis and non-conformances.

Evidence as a by-product of the work

Projects

Jobs, tasks and what they have cost. Site work and installations with time booked against them.

Job costing

Shop floor screens

Scan, count and confirm on a phone or tablet. The same movements as the desk screens, in a form built for a scan, a quantity and one button.

Guides

How to do each of these, step by step, inside the system rather than in a manual nobody opens.

Switchable options

What else you can be given

Fuse is built using ERPNext, so a good deal more sits behind the working set. These are switched on when you need them rather than shipped by default, and each is scoped and quoted with you during implementation.

Available

Turned on for the operations that need them

Routings and work centresOperations in sequence, each on a named machine or cell, with setup and run times.

Job cardsStart, pause and finish an operation at the machine. Who ran it, on what, for how long.

Capacity and schedulingFinite capacity per work centre, forward and backward scheduling, a shop-floor load view.

Lot and serial traceabilityIdentity carried through consumption and production, so a batch traces both ways.

Cycle countingRun the count itself on a tablet, against Intacct's own count definitions.

SubcontractingMaterial out to a third party and finished work back, with the value tracked while it is away.

Multi-company and branchOne Fuse site per Intacct company, so a group runs several and each posts to its own books.

Asset maintenancePreventive schedules and breakdown logging against the machines that make the product.

Approvals and workflowWho may confirm a run, who may transfer, what needs a second signature.

CRMLeads, opportunities and the customer conversation, against the same customers Intacct already holds.

Document storageDrawings, specifications, certificates and procedures, attached to the record they belong to.

Shop-floor documentsJob packets, pick sheets, route cards and labels printed from the works order.

Co-products and scrapA run that yields more than one valuable output, modelled explicitly rather than approximated.

Every one of them answers to the same rule. Operations happen in Fuse; the accounting consequence goes to Intacct, live, and Intacct decides it. Adding maintenance scheduling or a CRM to your operation changes nothing about who owns the ledger.

In one line

However much of the operation Fuse takes on, the answer to "who does the accounting" never changes.

That is what makes the list above safe to hand to your finance director.