Job Shop ERP Glossary: Terms Machine Shops and ERP Vendors Use
ERP vendors and machine shops often use the same word to mean slightly different things. This glossary helps you write precise requirements and read vendor documentation.
| Term | Area | Meaning | Where it appears in an ERP |
|---|---|---|---|
Traveler | Production | The paper or electronic document that travels with a job listing its operations, quantities and notes | Printed or displayed from the job and its routing |
Routing (router) | Production | The ordered list of operations and work centers needed to make a part | Routing or operations table attached to a part or job |
Job | Production | A customer order or internal order to make a quantity of a part | Job or work order header |
Operation | Production | One step in a routing, such as turning, milling, deburr or inspection | Job operation lines with setup and run standards |
Work center | Production | A machine or group of machines or people that perform operations and share a rate | Work center master with hourly rates and calendar |
Setup time | Estimating | Time to prepare a machine for a job, charged once per run or lot | Operation standard, actual time collection |
Run time | Estimating | Time per piece, or per hundred pieces, once the machine is set up | Operation standard, actual time collection |
Cycle time | Estimating | Time to complete one part on a machine in a single cycle | Often the basis of the run time standard |
WIP | Costing | Work in process: cost of material, labor and burden accumulated on open jobs | WIP balance in inventory and general ledger |
Burden rate | Costing | Indirect cost applied per labor or machine hour to absorb overhead | Work center or labor rate setup |
Overhead absorption | Costing | Allocating indirect factory costs to jobs through rates | Cost roll or job costing postings |
Estimate (quote) | Sales | A priced offer built from material, operations, outside processes and margin | Estimating module, convertible to a job |
Repeat order | Sales | A new order for a part made before, often reusing the earlier routing and price basis | Part master and job history |
Blanket purchase order | Sales | A customer order for total quantity with scheduled releases over time | Sales order with delivery schedule lines |
Release | Sales | A dated delivery draw against a blanket order | Sales order release or schedule line |
Outside process | Purchasing | Work sent to an outside vendor such as heat treat, plating or anodize | Operation flagged as outside, linked to a purchase order |
Heat treat | Purchasing | A thermal process that changes material properties, commonly performed by an outside vendor | Outside operation with vendor certification |
MTR (mill test report) | Quality | Mill document certifying chemistry and mechanical properties of a material heat or lot | Attached to lot or heat record at receiving |
Certificate of conformance (C of C) | Quality | A statement by the supplier that shipped parts meet the order requirements | Document generated at shipping |
Heat or lot traceability | Quality | Ability to trace a finished part back to the material lot it came from | Lot number captured at receipt and job issue |
First article inspection (FAI) | Quality | A full verification of the first part produced against the drawing | Quality record linked to the job or part revision |
Revision | Engineering | The version of a drawing a part is built to | Part revision field on the part, quote and job |
Bill of materials (BOM) | Engineering | List of material and components used to make a part | Part structure; often a single raw material line in machining |
Tooling | Production | Cutting tools, inserts and holders consumed or reused in operations | Tool crib or tool inventory, sometimes outside the ERP |
Fixture | Production | A work holding device made for a particular part or family | Tool or asset record, sometimes noted on the operation |
Dispatch list | Scheduling | Ordered list of operations a work center should run next | Scheduling board or shop floor queue |
Finite scheduling | Scheduling | Scheduling that respects work center capacity so loads do not exceed available hours | Scheduling engine or board |
Infinite scheduling | Scheduling | Scheduling by lead time only, ignoring capacity limits | Basic MRP style due date planning |
Backlog | Scheduling | Total hours or dollars of open orders waiting to be produced | Open jobs and sales order reports |
Kitting | Inventory | Gathering the material and components for a job before it starts | Job pick list or material issue |
Scrap | Quality | Parts that cannot be used or reworked | Scrap quantity and reason on the operation |
Rework | Quality | Parts brought back into conformance through extra operations | Rework operation or non-conformance record |
Drop ship | Sales | Shipping directly from a supplier to the customer without receiving in your plant | Purchase order linked to a sales order line |
Terms vary slightly between shops and ERP vendors. Use these as a common vocabulary when writing requirements.
Terminology mapping help
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How to use the glossary
Search for a term, read the plain meaning and then check the last column to see where it lives in the ERP. When you write a requirements document, quote the term as defined here so the vendor and your team talk about the same thing. Export the table and add your shop's own terms in extra rows.
- Search by term or by area such as Quality or Scheduling
- Export to Excel to build a shared team vocabulary
- Mark terms your shop uses differently
Terms that cause the most confusion
Router and routing are used interchangeably, but traveler is the printed output, not the data. WIP in costing means accumulated cost, while shop people often use WIP to mean physical jobs on the floor. Finite versus infinite scheduling is the term most often misrepresented in demos, so ask which one the system actually uses by default.
Mapping terms to data when you migrate
During migration every glossary term becomes a field or table that must be cleaned and loaded. Outside process, revision and lot number are the three most often missing from legacy data, and they matter for quality audits. Decide early which of these you will backfill.
Frequently Asked Questions
What is the difference between a router and a traveler?
A router is the operation list stored in the system for a part or job. A traveler is the printed or on-screen document built from the router, plus quantities, notes and barcodes, that accompanies the job on the floor.
What does WIP mean in job shop ERP?
In costing it means the dollar value accumulated on open jobs: material issued, labor and machine time posted, and burden applied. Operationally it also means the jobs physically in process.
What is an MTR?
A mill test report is the mill certificate showing chemistry and mechanical properties for a heat or lot of material. Aerospace and defense customers usually require it to be kept with traceability records.
Why do setup and run time matter separately?
Setup is paid once per run, while run time scales with quantity. Mixing them hides why short runs are expensive and distorts quotes on small lot sizes.
If your legacy data uses different names for these concepts, Netray can help map them to a new system and test the result before go-live.
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