# Process Summary

<p class="doc-lead">Summary for one production process (stage) over a date range — stage metadata, inventory issued/consumed/produced, and overhead charges. Used for multi-stage production workflow review.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/production/reports/process-summary?id=overview">Overview</a>
<a href="#/production/reports/process-summary?id=use-cases">Use Cases</a>
<a href="#/production/reports/process-summary?id=filters">Filters</a>
<a href="#/production/reports/process-summary?id=columns">Columns</a>
<a href="#/production/reports/process-summary?id=actions">Actions</a>
<a href="#/production/reports/process-summary?id=faq">FAQ</a>
</div>
</div>

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<h2 id="overview">Overview</h2>

Go to <b>Production → Reports → Process summary</b>.

<p><b>What it shows.</b> Stage information (item, BOM, percentage allotted, days allotted, after stage, employee in charge), inventory summary (issued, consumed, produced), and overhead charges for a selected production process.</p>

<p><b>When to use it.</b> Use when reviewing a specific stage in a multi-stage Production Order — for example after completing a cutting or assembly step.</p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Multi-stage supervisor</b> — Review inventory movement and overhead for one process before marking it complete.</li>
<li><b>Cost analyst</b> — Compare overhead charges allocated to a stage vs planned BOM overheads.</li>
</ul>

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<h2 id="filters">Filters</h2>

<b>Production Process</b> — select the stage process from the autocomplete list.

<b>Date range</b> — period for inventory and overhead aggregation.

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<h2 id="columns">Columns</h2>

<b>Stage info</b>

| **Field** | **Description** |
|-----------|-----------------|
| Item | Item produced at this stage. |
| BOM | BOM used for the stage. |
| Percentage Alloted | Share of total order quantity for this stage. |
| Days Alloted | Planned days for the stage. |
| After Stage | Preceding stage, if any. |
| Employee in charge | Responsible employee. |

<b>Inventory Summary</b>

| **Column** | **Description** |
|------------|-----------------|
| Item | Material or intermediate item. |
| Issued | Quantity issued. |
| Consumed | Quantity consumed. |
| Produced | Quantity produced at this stage. |

<b>Overhead Charges</b>

| **Column** | **Description** |
|------------|-----------------|
| Stage / Expense | Stage and expense account. |
| Qty | Overhead quantity. |
| Amount | Overhead amount. |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report</li>
<li><b>Export</b> — export to Excel</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>When should I use Process Summary vs Order Summary?</b><br>Order Summary covers the entire Production Order. Process Summary focuses on one stage/process within a multi-stage order.</p>
<p><b>Multi-stage only?</b><br>Summarizes stage process output for multi-stage orders.</p>
<p><b>WIP between stages?</b><br>Shows intermediate quantities per process.</p>
<p><b>Can I export this report?</b><br>Yes — use Export from report actions for Excel analysis.</p>
<p><b>Which production setting affects this?</b><br>Review <a href="#/production/production-settings-config">Production Settings</a> for variance, quantity, and BOM rules.</p>