Panels & Transformers
Panels & Transformers: production orders and BOM, stock and warehouse, quality and reporting.
Challenges
- Every switchboard is project-specific, so the bill of materials is rewritten from scratch each time.
- Single-line diagram revisions are not tracked, so production follows an outdated design.
- On-site commissioning is missing from the work order, so project closure is seen too late.
- Switchgear has long lead times, yet it is not planned at the moment the order is taken.
Workflows
From project to bill of materials
- The project and its single-line diagram are recorded and given a revision number.
- A project-specific bill of materials (panel BOM) is created.
- A purchase requisition is raised for long-lead switchgear.
From assembly to commissioning
- Panel assembly and wiring operations are tracked on the work order.
- Factory test results and nameplate data are recorded.
- Once on-site commissioning is complete, the project closes and the progress invoice is issued.
Documents
- Single-line diagram and revision log
- Project-specific bill of materials (panel BOM)
- Factory test and nameplate report
- Commissioning report
Reports
- Cost and profit by project
- Long-lead material waiting report
- Revision change log
- Commissioning completion status
Metrics
- Project delivery time
- Material procurement delay
- Profit margin by project
- Test retry rate
Compliance
- IEC 61439 compliance for panel type and routine tests
- CE marking and the electrical installations regulation
- Occupational health and safety — authorisation for electrical work
Glossary
- Single-line diagram
- Revision-controlled technical document linked to the project
- Panel BOM
- Bill of materials created specifically for the project
- Commissioning
- The on-site work-order stage that closes the project
- Switchgear
- Stock item with a long procurement lead time
Frequently Asked Questions
Can I create a bill of materials specific to each project?
Yes — a separate bill of materials is opened per project and can be copied from a similar one to save time.
Can I track diagram revisions?
Yes — the revision number belongs to the project, and each work order shows which revision it was opened with.
Can I order long-lead materials early?
Yes — lead time is defined on the item card, and a purchase requisition is triggered the moment the order is taken.
Can I track the commissioning stage?
Yes — on-site commissioning is a separate stage on the work order, and the project closes once it is done.
Can I see project profitability?
Yes — material, labour and field costs accumulate on the project code and are compared against progress billing.