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Overhead Rules

How factory overhead is added to product cost.

Early access. Manufacturing can be installed from the App Store, but it is still being proven in real use, so this screen may change.

Overview

An overhead rule has a name, a cost element (overhead, energy, tooling, freight-in or other), a basis (labour hour, machine hour, material percentage, per unit, or activity), a rate, optional limits to one work centre, product or category, and effective dates. Production orders apply the rules that match.

Overhead Rules in the Manufacturing module.

When to use overhead rules

  • You absorb factory overhead into product cost.

Step by step

In the Manufacturing module open Costing in the green navigation bar, then choose Overhead Rules under Rates & Accounts.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • The screen says: “Shared costs that are not material or direct labour — rent, power, tooling, freight — and how much of each an order should carry. Labour, machine and set-up rates live on the work centre (Cost Rates).”
  • Columns: RULE, KIND OF COST, CHARGED, RATE, APPLIES TO, EFFECTIVE, STATUS.
  • Actions on the screen: Retry, New rule.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • manufacturing.cost.approve
  • manufacturing.cost.post
  • manufacturing.cost.read
  • manufacturing.cost.roll_up