Free Costing & Finance tools
260 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
JD Edwards World Month-End Close Procedure Template
Fill-in month-end close procedure with subledger cutoffs, reconciliations, posting steps, period lock and sign-off lines for a World finance team.
Distributor Customer Credit Application Template
A credit application form for new distribution customers with trade references, requested terms and a credit review block you complete before creating the customer.
SyteLine Excess and Obsolete Inventory Review Template
A review and approval form for documenting why an item is excess or obsolete and what you decided to do with it.
Job Shop WIP Report Template
A month-end work in process report layout for open jobs: costs to date, percent complete, billings and over or under billing, with sign-off lines for the controller.
ERP Multi-Currency Exchange Rate Policy Template
Generate a one-page policy that fixes where exchange rates come from, who loads them, how often balances are revalued and who approves exceptions.
Month End Flash Report Template
A one-page flash report for the first days after close: results against budget and prior year, key drivers and open risks.
Slow Moving and Obsolete Inventory Disposition Memo Template
A ready memo for proposing disposition of slow moving or obsolete stock, with options, financial effect and approval lines.
Inventory Write-Down Approval Memo Template
A memo for requesting approval to write down or dispose of excess and obsolete inventory, with the evidence finance and auditors expect.
Sheet Metal Quote Worksheet Template
A fill-in quote document for fabricated sheet metal parts, with cost build-up, quantity breaks, assumptions and terms, ready to export.
Manufacturing Quotation Template
A fill-in quotation for custom parts with price breaks, tooling, lead time, assumptions and terms, ready to export as PDF or Word.
Monthly Manufacturing Cost Variance Report Template
A fill-in monthly report for material, labor and overhead variances, with causes, owners and corrective actions.
Quote Assumptions and Exclusions Template
A fill-in page that states what a manufacturing quote includes, what it assumes and what it leaves out, ready to attach to the price.
Estimate Review and Approval Form Template
A one-page gate that records cost, margin, risks and approvals before a manufacturing quote is released.
Standard Cost Change Request Template
Document why a standard cost is changing, the inventory revaluation impact and who approved it before the roll-up runs.
Basis of Estimate Document Template
Fill in the fields to produce a structured basis of estimate document that explains how a price was built.
Manufacturing Annual Budget Template
A structured annual budget document for a manufacturing plant: volume, revenue, cost ratios, overhead, headcount and capex, ready to export.
Capital Expenditure Request Form Template
A fill-in capital appropriation request form with justification, cost summary, financial return and approval lines.
Standard Cost Change Approval Memo Template
Record why standard costs are changing, what the inventory revaluation effect is, and who approved the roll.
Inventory Write-Off Approval Form Template
A signed record for scrapping or writing off damaged, obsolete or lost inventory, with value, reason and approvals.
Capital Expenditure Approval Request Template
A structured capex request form with justification, cost breakdown, financial returns, risks and approval lines, ready to export as PDF or Word.
Credit Memo Request Form Template
Request and approve a customer credit with the invoice reference, reason code, amount and sign-offs finance needs.
Worksheets
Distributor Customer Profitability Worksheet
An editable worksheet showing net profit by customer after freight, rebates and cost to serve, so the gross margin leaders are not mistaken for the profit leaders.
Vendor Early Pay Discount Worksheet
List your vendors' payment terms, see the annualized return of taking each discount and the dollars saved, and export to Excel.
VISUAL BOM Component Cost Roll-Up Worksheet
Editable table to list components, quantity per, scrap and cost, with extended cost and a total per assembly.
Sage Intacct Dimension Design Worksheet
An editable worksheet for designing Intacct dimensions: which standard and custom dimensions to use, value counts, requirements and examples.
Acumatica and Sage BOM Cost Rollup Worksheet
Editable worksheet that rolls up material cost for a bill of materials with a scrap allowance per line and exports to Excel.
Job Costing Worksheet for Global Shop Solutions Users
Compare estimated and actual labor and material for each job and see the cost variance and variance percent. Good for monthly job reviews and quote feedback.
Job Shop Machine Hour Rate Worksheet
Editable worksheet that converts machine price, life, hours, power draw and maintenance into a cost per run hour for each machine.
Job Shop Job Close-Out Variance Worksheet
Editable worksheet comparing quoted versus actual hours and material to show variance and margin per closed job.
Work Center Machine Rate Worksheet
A row-per-machine worksheet that computes an hourly rate for each work center, ready to load into JobBOSS, E2, Global Shop or another ERP.
Marg ERP Inventory Valuation Worksheet
Compute weighted average cost and lower of cost or net realisable value for closing stock, and see the write-down per item.
China ERP Chart of Accounts Mapping Worksheet
Map each local account in a Chinese subsidiary to the group account, with opening balance and mapping status for review.
SYSPRO Job Costing Worksheet
Enter estimated and actual material and labour for each WIP job and see cost variance per job and in total. Exports to Excel.
Africa Multi-Currency ERP Setup Worksheet
List the currencies your ERP must handle, key a rate and foreign balance, and see local currency value and the effect of a rate move.
Multi-Currency Month End Revaluation Worksheet
Revalue foreign currency debtors, creditors and bank balances at the closing rate and see the unrealised gain or loss per line.
ERP Vendor Pricing Quote Normalizer Worksheet
Enter each vendor's quote lines by year and category to see a like-for-like five-year total across competing ERP proposals.
ERP Implementation Budget Tracker Worksheet
Track planned, actual and forecast spend by ERP project cost category, with variance and percent over budget calculated per line.
Duplicate Vendor Detection Worksheet
Record suspected duplicate suppliers, score the matching signals and track the merge decision and owner.
KPI Owner and RACI Assignment Worksheet
Editable worksheet that gives every KPI one accountable owner, a data source, a refresh cadence and a review meeting.
Budget vs Actual Variance Commentary Worksheet
Line-by-line budget versus actual with computed variance, percent variance and a commentary column for month-end review.
Weekly Backlog and Bookings Report Worksheet
Enter opening backlog, bookings and shipments by week and get closing backlog, book-to-bill and weeks of backlog.
KPI Target Attainment Scorecard Worksheet
An editable scorecard that calculates attainment for each KPI, whether higher or lower is better, with an owner and an ERP data source on every row.
Six Sigma Project Savings Tracker Worksheet
Track each improvement project's baseline and post-improvement defect rate against annual volume and cost per defect to total the savings.
Freight Invoice Audit Worksheet
Compare what the carrier billed with what your contract rate should produce, and see the variance per invoice and in total.
Should Cost Model Worksheet for Machined Parts
Build a bottom-up should cost for a machined part from material, machine time, setup, finish and overhead to test a supplier quote.
Procurement Savings Tracker Worksheet
An editable table that computes hard savings per line from baseline and new price and rolls up total and percent saved.
Supplier Cost Savings Tracker Worksheet
Track negotiated savings by item and initiative, with annual value, percent saved and a hard versus soft split, ready to export to Excel.
CNC Job Quote Estimate Worksheet
An editable CNC quote worksheet that rolls material, setup, run time and outside services into a price per part.
Threading and Tapping Job Cost Estimate Worksheet
List threads on a part with cycle times, tool costs and machine rate to see the cost per part and per lot for threading and tapping.
Sheet Metal Routing Operation Cost Worksheet
List each operation from laser to powder coat, enter setup and run minutes and hourly rates, and see hours and cost per operation and in total.
Foundry Charge Makeup and Cost Worksheet
Plan a charge from returns, pig iron, scrap and additions and see total weight, cost per kg and the carbon contribution of the mix.
Standard Cost Build-Up Worksheet
Build a part standard cost line by line from material, labor, machine, subcontract and overhead, with yield loss applied to each line.
Contribution Margin by Product Worksheet
Compare products by contribution margin per unit, per product line and as a percentage of revenue, then export the table to Excel.
Job Costing Variance Worksheet
Compare the estimated and actual quantity and rate on a job by cost element and split the difference into quantity and rate variance.
Tooling and NRE Amortization Quote Worksheet
Spread tooling, fixtures, gauges and engineering NRE across the quoted volume, net of what the customer pays up front.
Subcontract and Outside Processing Cost Worksheet
Cost each outside operation with price per piece, vendor minimum charge and freight, and see the true cost per part.
Overhead Cost Pool Allocation Worksheet
Set a predetermined overhead rate for each cost pool and compare absorbed overhead with actual spend.
Purchase Price Variance Analysis Worksheet
List received parts with standard and purchase price to see PPV in currency and percent, and which items drive it.
Cost Reduction Savings Tracker Worksheet
An editable list of cost-down projects with unit saving, annual saving, implementation cost and payback.
Inventory Valuation Comparison Worksheet (FIFO, Average, Standard)
Compare ending inventory value under FIFO, weighted average and standard cost for each item, and see the total gap between methods.
Purchase Price Variance (PPV) Worksheet
Calculate purchase price variance line by line from quantity, standard price and actual price, with totals and percent of spend.
WIP Inventory Valuation Worksheet (Standard Cost)
Value work in process at period end by job, using quantity, standard material and conversion cost, and percent complete for each.
Overhead Absorption Rate Setting Worksheet
Build predetermined overhead rates per cost pool, apply them to actual activity and read the under or over absorbed balance.
GRNI Accrual Schedule Worksheet
Schedule goods received but not invoiced, value each line and support the month end GRNI accrual with an auditable listing.
Machine Hour Rate Build-Up Worksheet
Calculate a fully loaded machine hour rate per machine from depreciation, power, maintenance, tooling and floor space.
Service Cost Center Allocation Worksheet
Spread maintenance, quality, stores and other service costs to production lines using a driver, with leftover cost shown.
PCBA BOM Cost Rollup Worksheet
Roll up the material cost of a printed circuit board assembly line by line, with overage for fall-off and attrition.
Electronics Excess and Obsolete Inventory Worksheet
Worksheet that finds excess quantity beyond 24 months of demand, estimates broker resale recovery and calculates the write-down per component.
Chemical Formula Cost Worksheet
List ingredients with weight percent and price per kg to get formula cost per kg and per tonne, and check that the formula totals 100 percent.
Automotive Part Quote Cost Breakdown Worksheet
Line-by-line piece price build-up for an automotive RFQ, with extended costs per line and a price at your target margin.
Project Milestone Billing Worksheet for Machine Builders
Plan the payment schedule of a machine project with percent per milestone, retention, tax, cash due and margin by milestone.
Machine Build Engineering Hours Estimate Worksheet
An editable estimate of engineering hours by discipline and task for an engineer-to-order machine, with rates, contingency and cost per line.
Garment Costing Worksheet
Editable cost sheet for a single style: fabric, trims, cut-make-trim, packing and overhead with wastage per line and a quote price.
Packaging Cost Per Unit Worksheet
Build up the full packaging cost for one sellable unit from bottle to pallet, with scrap allowance per line, and export it to Excel.
Print Job Estimate Worksheet
Itemise a print job from prepress to delivery, add markup per line, and see total cost, selling price and gross margin.
Indian Manufacturing Cost Sheet Template (Rs)
An editable cost sheet that builds prime cost, works cost, cost of production, cost of sales and unit cost by product for a period or batch.
R&D Tax Credit Manufacturing Worksheet
Build a project-by-project list of qualified research expenses and see a first estimate of the federal R&D credit.
MACRS and Bonus Depreciation Fixed Asset Tax Worksheet
List new machines and estimate first year tax deduction from Section 179 expensing, bonus depreciation and the MACRS first year rate.
Qualified Research Expense Wage Allocation Worksheet
Estimate qualified wages by employee using the share of time spent on qualified research activities, with a project column for support.
US Manufacturer Tax Filing Calendar Worksheet
Track federal and Texas tax deadlines, owners and estimated payments in one editable worksheet you can export to Excel.
Mexico Maquiladora Monthly Cost Worksheet
Budget the monthly and annual operating cost of a Mexican plant line by line: headcount, shelter fees, rent, utilities, customs brokerage and freight.
Mexico Labor Cost Burden Worksheet
Build a loaded monthly labor cost per role for a Mexican plant including aguinaldo, vacation premium and employer charges.
EU VAT ID Validation Log Worksheet
An editable log of customer VAT number checks with country, date, result, consultation number and annual sales at risk.
Messaging Channel Cost Comparison Worksheet
An editable worksheet that computes spend and true cost per delivered message across channels, including delivery rate.
EDI Chargeback Dispute Tracker Worksheet
Track compliance chargebacks by partner, reason, dispute deadline and amount recovered, with automatic net loss totals.
IT Vendor Contract Renewal Tracker Worksheet
Track support, license and hosting contracts with notice deadlines and a forecast of next year cost after expected price uplifts.
Capital Project Prioritization Scoring Worksheet
Score and rank capital requests with a weighted model, then see how much budget each project consumes. Editable and exportable to Excel.
Calculators and simulators
SAP QM Inspection Effort and Cost Calculator
Estimate the annual labour and destructive test cost of a sampling plan and see the effect of sample size.
SAP Standard Cost Estimate BOM Rollup Calculator
Check a unit cost with scrap, setup per lot and overhead surcharges, the way a costing run (CK11N or CK40N) builds it.
Legacy ERP Retirement Cost and Payback Calculator
Compare the annual run cost of a legacy IBM i ERP with a replacement, include migration and parallel run costs, and see payback and net savings.
Distributor GMROI and Inventory Turns Calculator
Calculate GMROI, inventory turns and days of inventory for a branch, vendor line or product group, and see how inventory levels move the return.
SyteLine Cost Rollup Variance Calculator
Compare actual job cost to the rolled standard by material, labor and overhead, and see the inventory revaluation caused by a standard cost change.
SyteLine Inventory Carrying Cost and Turns Calculator
Compute inventory turns, days on hand and the yearly cost of carrying stock, then see the cash and savings from a higher turn target.
VISUAL Labor Overhead and Machine Burden Rate Calculator
Derive burden rates per direct labor hour and per machine hour, then cost a job on either basis. Includes a volume sensitivity chart.
Infor XA Inventory Turns and Carrying Cost Calculator
Turn cost of goods sold and average inventory into turns, days on hand, carrying cost and the cash freed by a higher target.
VISUAL Part Standard Cost Build-Up Calculator
Roll up material, labor, burden and outside cost for one part and see how lot size changes cost per unit.
VISUAL Work Order Material Usage Variance Calculator
Enter order quantity, quantity per, scrap allowance and actual issue to get usage variance, cost variance and yield.
Business Central Fixed Asset Depreciation Calculator
Preview straight-line and declining-balance book value and depreciation for a fixed asset before setting up its depreciation book.
Business Central Payment Discount vs Cost of Funds Calculator
Decide whether taking an early payment discount beats your cost of borrowing, and get the values for Payment Terms Code setup.
GP vs Business Central Migration Cost Comparison Calculator
Multi-year cost comparison of staying on GP versus moving to Business Central, with payback period and a horizon chart.
ERP Migration Payback and NPV Calculator
Calculates payback period, net present value and ROI for a GP or AX replacement from investment, run-cost savings and productivity gains.
SMB ERP Implementation Budget Calculator
Estimate year-one and five-year ERP cost from subscription, partner hours, data migration, training, internal staff time and contingency.
Sage Intacct Month-End Close Time Savings Calculator
Turns close effort per entity into annual hours, cost and FTE, and shows the savings from a given automation rate.
Sage 300 Foreign Currency Revaluation Calculator
Computes unrealized gain or loss at period end and realized gain or loss at settlement for an open foreign-currency AR or AP balance.
Cost Per Good Part Calculator
Build a cost per good part from labor, burden, machine rate, setup, material and scrap, and see how efficiency changes it.
Job Shop Setup Cost Per Piece Calculator
See how setup hours, run time, material and margin combine into a per-piece cost and price, and how it falls as the lot size grows.
CNC Machine Shop Hourly Rate Calculator
Build a defensible machine hour rate from purchase price, utilization, upkeep, power and operator cost, and see how utilization moves it.
Job Shop Quote Price, Margin and Markup Calculator
Turn cost inputs into a unit price at your target gross margin, including scrap, setup and outside processing, and see the markup it equals.
Job Shop Machine Hour Rate Calculator
Work out a loaded hourly rate for a CNC machine or work center and see how utilization changes it.
Small Manufacturer Cloud MRP ROI and Payback Calculator
Estimate annual benefit from admin time saved, lower inventory and fewer expedites, compare it with subscription and project cost, and see payback months.
Scrap Adjusted Product Cost and Price Calculator
Calculate cost per good unit after material scrap and process yield, then the selling price needed for a target gross margin.
Contract Manufacturer Job Quote Price Calculator
Build a quote from material, setup hours, run time, outside processing and one time tooling, and see unit price fall as quantity rises.
RMB/USD Contract Margin and Breakeven FX Calculator
Find the margin on a USD-priced order built with RMB costs, the breakeven exchange rate and the profit swing per 1 percent move.
China Plant Labor Cost Calculator (Social Insurance, Housing Fund, Overtime)
Compute fully loaded labor cost per worker and for the whole plant, including employer social insurance, housing fund and overtime premium.
China Contract Manufacturing Transfer Price Calculator (Cost Plus)
Set the cost-plus price a China manufacturing subsidiary charges its group, see profit and tax, and check the markup against your benchmark range.
Load Shedding Generator Cost Calculator
Work out what running a diesel generator during outages costs per kWh and per year, and the premium over the grid.
Rand Weakness Margin Erosion Calculator
See how much margin you lose when a quote was priced at one rand rate and the dollar-cost materials are bought at another, and what price restores it.
Multi-Currency Revaluation Gain and Loss Calculator
Compute the unrealised gain or loss at month end on an open foreign currency balance, then the realised result at settlement.
ERP Five Year TCO Calculator
Estimate multi-year ERP cost including licences, services, maintenance, hosting and internal staff, and compare cost per user per year.
Multi-Currency FX Exposure Calculator for EU Manufacturers
Estimate how a currency move hits gross margin when part of your purchases are in a foreign currency, and compare it with the cost of a forward hedge.
ERP Implementation Contingency Reserve Calculator
Estimate how much contingency to hold on an ERP project based on complexity drivers such as sites, integrations, data quality and customization.
ERP Project Contingency Reserve Calculator
Turn four common ERP risk areas into a probability-weighted contingency reserve and a total budget you can defend.
Poor Master Data Quality Cost Calculator
Estimate the annual cost of master data errors from rework time, expediting and stewardship, and see how it scales with error rate.
Days Inventory Outstanding Calculator
Enter average inventory and annual cost of goods sold to get DIO, turns and the cash locked up above a target.
Working Capital Cash Conversion Cycle Calculator
Compute DIO, DSO, DPO and the cash conversion cycle from balance sheet and P&L figures, plus cash released by a day of improvement.
Cash Conversion Cycle Calculator
Combine days inventory, days sales outstanding and days payable into one cash conversion cycle, and see how many days and how much cash each lever is worth.
Days Sales Outstanding Calculator
Calculate DSO, best possible DSO and average days delinquent from your AR aging, then test how much cash a lower DSO target would release.
Excess and Obsolete Inventory Reserve Calculator
Apply reserve percentages to aged inventory buckets and see the total E&O reserve, net inventory and the margin impact of changing the policy.
Manufacturing Break-Even Point Calculator
Find the break-even volume, margin of safety and the volume needed for a target profit from price, variable cost and fixed cost.
Price, Volume and Cost Margin Variance Calculator
Enter budget and actual units, price and unit cost to see how much of the margin gap came from price, volume and cost.
OEE Improvement Value Calculator
Convert a planned OEE gain into extra good units and annual contribution margin, so the improvement can be justified.
Improve OEE vs Buy a New Machine Calculator
Compare the annual cost per extra unit from an OEE improvement project against buying more capacity.
PPAP Late Approval Cost of Delay Calculator
Put a dollar figure on a slipping PPAP so you can justify overtime, extra gage capacity or an outside lab to the program owner.
Supplier Total Cost of Ownership Calculator
Add freight, duty, poor quality, inventory carrying and ordering cost to the quoted price to see what a supplier really costs per unit and per year.
Supplier Price Increase Margin Impact Calculator
Quantifies the margin hit from a supplier price increase and the customer price rise needed to hold your gross margin percentage.
Supplier Payment Terms Extension Cash Benefit Calculator
Shows the working capital released by moving a supplier from net 30 to net 60 or beyond, the value to you and the financing cost it pushes onto the supplier.
Inventory Reduction Target and Cash Release Calculator
Turn a days-of-supply target into cash released, carrying cost saved and the turns you would reach.
Warehouse Order Fulfillment Cost Per Order Calculator
Calculate your fulfillment cost per order and per line from labor, rent, equipment and supplies, with a volume sensitivity chart.
Warehouse Cost per Pallet Stored Calculator
Find what each occupied pallet position and each pallet handled really costs, and see how occupancy changes it.
Warehouse Labor Cost per Order Calculator
Turn pick, pack and ship times into labor cost per order, daily hours and the headcount you need.
Warehouse Cost per Pallet Position Calculator
Turn monthly facility, labor, utilities and equipment cost into a cost per pallet position and per occupied pallet, and see how utilization moves it.
Purchase Price Variance Calculator
Calculate purchase price variance from standard and actual price, see percent variance, annual impact and how PPV moves as price changes.
Supplier Price Increase Impact Calculator
Sizes the annual cost of a requested price increase and compares it with the increase justified by a material index.
Supplier Learning Curve Price Reduction Calculator
Use Wright's learning curve to estimate how a supplier's unit cost should fall as cumulative volume doubles, and set evidence-based price-down targets.
Payment Terms Extension Working Capital Calculator
Value moving a supplier from Net 30 to Net 60 or 90 as cash released and annual financing benefit, then see the price premium that would wipe it out.
Tooling Cost Amortization Per Piece Price Calculator
Compare paying for tooling up front with amortizing it into the piece price, including interest, and find the volume at which the two options cost the same.
CNC Machining Cost Calculator
Build a per part CNC price from setup hours, cycle time, shop rate, material, tooling, outside processing, scrap and margin.
Turning Cost Per Part Calculator
Add machine time, tool change time, insert cost and setup per part to see what turning actually costs, and how tool life moves it.
Tool Life Taylor Equation and Cost Per Part Calculator
See how a speed change shifts tool life, then find the speed that minimises total cost per part including insert cost and tool change time.
Laser Cutting Cost Calculator
Work out run time, machine cost, setup per part, material and a selling price for laser cut parts, and see how quantity changes unit cost.
Sheet Metal Part Weight and Material Cost Calculator
Enter blank size, thickness, material and price per kilogram to get part weight, total weight with scrap and material cost per part.
Press Brake Batch Size and Setup Amortisation Calculator
Calculate the batch size where setup time stops dominating bending cost, and see cost per part fall as quantity rises.
Sheet Metal Scrap Credit and Net Material Cost Calculator
Compute the material cost of a nested sheet, subtract the scrap value of the skeleton, and get a net material cost per part.
Welding Cost Calculator (Per Meter and Per Joint)
Turn weld metal weight, deposition rate and shop rates into filler, gas, labor and total cost per meter of weld.
Injection Molded Plastic Part Cost Calculator
Build up the cost per good molded part from material, machine time, labor, scrap, secondary operations and tool amortization.
Injection Molding Regrind Blend Cost Calculator
Compare all-virgin resin with a regrind blend, and check whether your runners and scrap supply enough regrind to sustain it.
Regrind Blend and Runner Share Calculator
Find out how much of each shot is runner, how much regrind you make per hour, and whether your allowed blend ratio can absorb it.
Hot Runner vs Cold Runner Payback Calculator
Work out whether the extra cost of a hot runner system pays back through saved resin and shorter cycles, with a sweep over annual shot volume.
Injection Molding Machine Hourly Rate Calculator
Build a defensible press hourly rate from machine cost, utilization, energy, labor, maintenance and overhead, then convert it to cost per shot and per part.
Foundry Melt Loss Calculator
Convert your melt loss percentage into kilograms, cost per heat and annual cost, then test the saving from improving loss by a few tenths of a point.
Activity-Based Costing Rate Calculator
Compute an activity cost driver rate, assign it to a product and compare the ABC unit cost with a traditional overhead allocation.
Operating Leverage and Margin of Safety Calculator
See contribution margin, break-even volume, margin of safety and degree of operating leverage for a product or plant, with a profit-versus-volume chart.
Make or Buy Cost Comparison Calculator
Compare the relevant cost of making a part in-house with buying it, including avoidable fixed cost, and find the volume where they cross.
Learning Curve Cost Reduction Calculator
Apply a Wright learning curve to a first-unit cost or hour estimate and see average cost, last-unit cost and total for any quantity.
Target Costing Allowable Cost Gap Calculator
Compute allowable cost from selling price and target margin, then see the gap and annual value of closing it.
Material Price Surcharge Pass-Through Calculator
Model a raw material index clause: the per-piece surcharge, unrecovered cost and margin effect when prices move.
Tooling and NRE Amortization Per Piece Calculator
Amortize tooling and NRE over lifetime volume, add financing, and see the effect on piece price at different volumes.
CPIF Incentive Fee and Share Ratio Calculator
Model fee earned on a cost-plus-incentive-fee contract with minimum and maximum fee limits across cost overruns and underruns.
Activity-Based vs Labor-Hour Product Cost Calculator
Allocate a setup overhead pool by setups instead of labor hours and see how a low-volume product's cost changes.
Cost of Goods Manufactured (COGM) Calculator
Build the schedule of cost of goods manufactured from raw material, direct labor, overhead and work in process balances, and get the unit cost.
Capex NPV and Profitability Index Calculator
Evaluate a machine or plant investment with net present value, profitability index and a sweep of NPV across discount rates.
Direct Labor Rate and Efficiency Variance Calculator
Break the difference between actual and standard direct labor cost into a rate variance and an efficiency variance.
Overhead Under and Over Absorption Calculator
Find under or over absorbed overhead for the period and see how much comes from spending versus volume.
Equipment Lease vs Buy NPV Calculator
Discounts after-tax lease payments against the net cost of buying (price less depreciation tax shield less after-tax residual) and shows which is cheaper today.
Absorption vs Variable Costing Profit Reconciliation Calculator
Computes operating profit under both methods and reconciles the difference to fixed manufacturing overhead moving into or out of inventory.
Fixed Overhead Spending and Volume Variance Calculator
Breaks the difference between actual and absorbed fixed overhead into a spending variance and a volume variance using the predetermined rate.
Material Mix and Yield Variance Calculator
Decomposes total material usage variance into a mix variance (different proportions than standard) and a yield variance (more input per unit of output).
Equipment Replacement Equivalent Annual Cost Calculator
Converts the present value of owning each machine into an equivalent annual cost so a replacement decision across unequal lives is fair.
Supplier Payment Terms Extension Cash Value Calculator
Converts a longer days payable outstanding into released cash, annual financing savings and the maximum price increase worth accepting in exchange.
WACC Hurdle Rate Calculator for Manufacturers
Builds a hurdle rate from CAPM cost of equity, a size premium, after-tax cost of debt and the capital structure of your business.
Target ROIC Minimum Selling Price Calculator
Back-solves the unit price that covers variable and fixed cost and delivers a required after-tax return on the capital tied up in a product line.
Labor Efficiency and Rate Variance Calculator
Compare earned hours with booked and paid hours to get labor efficiency, utilization, and the efficiency and rate variances in currency.
Carbon Price Exposure Calculator
Estimate the annual and multi-year cost of carbon pricing on your covered emissions, with a price sweep.
Component Price Escalation BOM Impact Calculator
Estimate how a supplier price increase on part of your BOM changes unit margin and yearly profit, with and without pass-through.
Wafer Cost Per Good Die Calculator
Convert wafer price, die size and yield into cost per good die and cost per packaged unit.
OSAT Final Test Cost Per Good Unit Calculator
Find test cost per tested unit and per good unit from tester hourly cost, test and index time, parallel sites and yield, with a multi-site sweep.
Medical Device Cost of Poor Quality Calculator
Totals prevention, appraisal, internal failure and external failure costs and shows COPQ as a share of revenue.
Food Production Yield Loss Calculator
Chain trim loss, cook loss, rework and package giveaway into overall yield and true cost per saleable kilogram.
Fill Weight Giveaway Cost Calculator
Quantify the annual cost of overfilling packages and the share of packs falling under label weight, then sweep the mean fill target.
Net Content Overfill and Giveaway Cost Calculator
Find what your target weight and variation cost each year, and how much you save by lowering the mean fill.
EV Battery Pack Cost Calculator
Build up the cost of an EV battery pack per unit and per kWh from cells, non-cell content, assembly labor, scrap and overhead.
Automotive Warranty Reserve per Vehicle Calculator
Convert incident rates (IPTV) and cost per claim into expected warranty claims, supplier liability, reserve per unit and reserve as a share of price.
OEM Annual Price Down Margin Erosion Calculator
Model a yearly contractual price reduction against material and conversion cost savings and see where piece margin lands in each program year.
Machine Warranty Reserve Calculator
Estimate expected warranty claims and the reserve to book per machine and per year, and see how warranty length changes the cost.
OEM Warranty Reserve Accrual Calculator
Turn units sold, claim rate and average claim cost into an expected warranty reserve, net of supplier recovery, with a sensitivity chart.
Percentage of Completion Cost-to-Cost Revenue Calculator
Compute percent complete, revenue and gross profit to date, billing position and any loss provision for an engineer-to-order contract.
Spare Parts Attach Rate Aftermarket Revenue Calculator
Project aftermarket parts revenue and gross profit from your installed base, new shipments, retirements and how many customers buy from you.
Machinery Price from Target Margin and Contingency Calculator
Compute the selling price of a custom machine that still delivers your target margin after contingency, warranty reserve and sales commission.
Advance Payment Guarantee and Performance Bond Cost Calculator
Estimate bank guarantee fees, cash collateral cost and the financing benefit of the customer advance to see if the terms are worth it.
Garment FOB Price and CMT Margin Calculator
Build a garment FOB quote from fabric consumption, trims, CMT, packing, finance cost and the margin you want to earn.
Offset Press Job Time and Hourly Rate Cost Calculator
Estimate total press hours, effective sheets per hour and machine cost for a sheet-fed job.
GST Blocked Credit and Margin Impact Calculator
Model how much of your input GST you can actually claim, and what blocked credit does to cost, margin and credit lock-up on a product.
India Plant and Machinery WDV Depreciation Calculator
Written down value of a machine after N years at the income tax block rate with a first-year half rate option and the resulting tax shield.
China Supplier Deposit Exposure Calculator
See how much money is exposed before shipment when you pay a deposit and tooling prepayment, and what that exposure costs in capital and expected loss.
China Supplier Payment Terms Calculator (T/T Deposit vs L/C)
Compare the financing cost of a 30/70 telegraphic transfer against a usance letter of credit and find the break-even bank fee.
RMB/USD Exchange Rate Sharing Clause Calculator
Model how a USD price changes when CNY/USD moves outside a band and the buyer and supplier share the excess.
Factory Solar and Diesel Hybrid Payback Calculator
Estimate the diesel saved, capital cost, running cost and simple payback of adding solar PV to a factory that relies on generators.
Africa FX Devaluation Landed Cost Sensitivity Calculator
Model how a depreciation of the naira, cedi, kwacha, birr or shilling moves the local-currency landed cost of an imported part.
Nigeria Diesel Generator vs Grid Cost per kWh Calculator
Work out the blended cost of electricity when diesel generators cover the hours the grid does not, and see how diesel price changes it.
Section 179 Equipment Deduction Calculator
Estimate the Section 179 deduction for new CNC machines and plant equipment, including the phase-out and the taxable income limit.
Property Tax Abatement NPV Calculator for New Plant Equipment
Estimate annual property tax on a new investment, the savings from an abatement and the present value over the abatement term.
Bonus Depreciation and MACRS First-Year Deduction Calculator
Estimate the year-one federal deduction for a new CNC, press or line using Section 179, bonus depreciation and the MACRS half-year convention.
Section 174 R&D Expensing vs Amortization Calculator
See how much extra deduction and cash tax benefit you get in year one when domestic research costs are expensed instead of amortized over five years.
Manufacturing Sales Tax Exemption Savings Calculator
Estimate tax avoided by exempt manufacturing purchases and the audit exposure if exemption certificates are not on file.
State Income Tax Apportionment Calculator (Single Sales Factor vs Three Factor)
See how much state income tax a manufacturer owes under single sales factor or an equally weighted three-factor formula.
Employer Payroll Tax Cost per Employee Calculator (FICA, FUTA, SUTA)
Work out the employer payroll tax burden per employee and for the plant, using wage base caps for Social Security, FUTA and state unemployment.
QBI Deduction Calculator for Manufacturers (W-2 Wage and UBIA Limit)
Estimate the Section 199A deduction for an S corporation, partnership or sole proprietor that manufactures goods, applying the wage and property limits.
Mexico Plant Peso Exposure Calculator
See how much more your Mexican plant costs in USD if the peso strengthens, and how a hedge reduces the exposure.
Mexico Peso FX Exposure Plant Cost Calculator
Shows what a stronger or weaker peso does to the dollar cost of payroll and local spend at a Mexican plant, with a simple hedge ratio.
Mexico Fully Loaded Labor Cost Per Hour Calculator
Turns a daily wage in pesos into the all-in annual and hourly cost per operator, including aguinaldo, vacation premium, employer social security and other burden.
Nearshoring Break-Even Volume and Payback Calculator
Compares your current landed cost per unit with a nearshore cost, adds one-time transfer cost and extra fixed overhead, and returns break-even volume and payback months.
Import VAT Deferment Cash Flow Calculator
Shows how much cash import VAT ties up and what it costs to finance, so you can judge postponed VAT accounting or a deferment account.
Product Certification Cost Per Unit Calculator
Amortise testing, listing fees, annual surveillance and the expected cost of retests over lifetime volume to see compliance cost per unit.
Retention Holdback and Performance Bond Cost Calculator
Price what a retention percentage and a performance bond really cost a supplier, or save a buyer, over the life of a capital equipment contract.
Late Payment Interest Clause Calculator
Calculate interest and fixed fees on an overdue invoice and test whether your clause compensates for the cost of waiting.
Price Increase Volume Breakeven Calculator
Find the maximum volume loss a price increase can absorb before contribution margin falls, and compare with the loss you expect.
Customer Price Increase Churn Breakeven Calculator
Shows the maximum volume you can lose before a customer price increase reduces gross profit, and the profit change at your expected churn.
AP Automation ROI Calculator
Estimate annual labor savings, net benefit and payback period from automating invoice capture and matching, using your own volumes and rates.
Invoice Processing Cost Per Invoice Calculator
Work out your fully loaded cost per invoice including labor, software, OCR page fees and exception handling outside AP.
Duplicate Invoice Payment Leakage Calculator
Estimate annual cash lost to duplicate invoices that slip past controls, and what a higher catch rate would save.
EDI Transaction Cost per Document Calculator
Estimate the real cost per EDI document including network fees, mapping upkeep, manual keying and the cost of errors.
EDI Invoice Speed and DSO Cash Release Calculator
Quantify the working capital freed when invoices reach customers earlier through automated EDI 810.
Cyber Insurance Coverage Limit Estimator
Estimate a defensible cyber insurance limit from annual revenue, outage length, contribution margin, response costs and restoration costs.
Robot Cell Automation ROI Calculator
Calculates payback period, ROI and NPV for an industrial robot cell using labor savings, scrap reduction, added margin and running costs.
Cobot Payback Calculator
Payback in months and three year net benefit for a collaborative robot, using labor hours freed, utilization, integration cost and service.
SKU Rationalization Tail Cost Savings Calculator
Weighs the margin lost from dropping low-volume SKUs against complexity cost, carrying cost and write-offs, and shows the payback.
Plant Consolidation Savings and Payback Calculator
Nets the fixed cost and labor saved by closing a site against transfer penalties, freight and one-time closure costs, with payback and a five-year view.
Plant Labor Cost per Productive Hour Calculator
Find the true cost of one productive labor hour by adding burden and removing paid non-productive time, so quotes and make versus buy decisions use a realistic rate.
Reference tables
Infor VISUAL Costing Method and Cost Element Reference
A quick reference to the costing methods and cost elements used in VISUAL, how each values inventory, where variances appear and when each fits.
Manufacturing KPI Formula and Definitions Reference
A searchable lookup of the KPI formulas controllers and operations managers argue about, with units, typical ERP source and review cadence.
Manufacturing Cost Variance Types Reference
A searchable table of purchase, material, labor, overhead and revenue variances with formulas, owners and first checks.
Inventory Valuation Methods Reference (IFRS vs US GAAP)
A lookup table of inventory costing methods and measurement rules under IFRS and US GAAP, with the matching ERP setting where it is well known.
Manufacturing Cost Accounting Formulas Reference
A searchable lookup of the cost accounting formulas used in manufacturing: cost flows, overhead absorption, variances, break-even and pricing maths.
Manufacturing Cost Accounting Journal Entries Reference
A lookup table of the debit and credit patterns behind a manufacturing cost flow, from raw material receipt to cost of goods sold.
Product Costing Methods Comparison Reference
A searchable table comparing the main manufacturing costing methods on what they include, whether they are acceptable externally and where each one misleads.
MACRS Property Class and Recovery Period Reference
Searchable table of MACRS recovery periods, depreciation methods and conventions, with typical manufacturing assets for each class.
Manufacturing Investment Appraisal Methods Reference
Compare payback, discounted payback, NPV, IRR, profitability index, ROI and EVA: formula, decision rule, strengths and pitfalls for equipment and expansion decisions.
Checklists
SyteLine Month End Close Checklist
A step by step month end checklist for SyteLine users covering operational cut-off, subledger reconciliation, WIP, inventory and the general ledger.
VISUAL Month-End Inventory Reconciliation Checklist
A grouped checklist to tie the inventory subledger to the general ledger before closing the month.
Sage 300 Period End Checklist
A module-by-module month end close checklist for Sage 300: subledgers, inventory, costing, bank and general ledger, with critical steps flagged.
Month End Reporting Readiness Checklist for Manufacturers
Work through the ERP checks that decide whether month end reports can be trusted: cut off, inventory, WIP, subledger tie out and sign off.
Manufacturing Quote Review Checklist
A pre-send checklist covering scope, material, routing, outside processing, margin, risk and terms, with critical items flagged.
Manufacturing RFQ and Quote Readiness Checklist
A pre-submission checklist that estimators use to confirm scope, costs, risks and terms are covered before a quote leaves the building.
Manufacturing Month-End Close Checklist
A practical close checklist for manufacturing plants: cut-off, receipts, WIP, variances, overhead, inventory and reconciliations.
Year-End Inventory Audit Readiness Checklist
A 28-point checklist covering count, cutoff, valuation, reserves and documentation so inventory is ready before the external auditor arrives.
Order Credit Hold Release Checklist
A step by step checklist for deciding whether to release, partially release or keep a sales order on credit hold.
Assessments
Product Costing Accuracy Health Assessment
A ten-question self-check that scores how trustworthy your standard costs and job costs are and what to fix first.
Standard Costing Process Maturity Assessment
Ten questions that score how well your standard cost process holds up: update cadence, BOM and routing accuracy, variance follow-up and governance.
Manufacturing State Incentive Readiness Assessment
Answer 10 questions on timing, data and documentation to see how ready your plant is to capture state and local incentives.