Excel Bill of Materials Template - DOC by xye71730

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Excel Bill of Materials Template document sample

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									Documenting the Manufacturing Enterprise

Obtain a white 1 1/2” 3 ring binder with view cover and view spine.
Obtain clear sheet protectors.
Obtain notebook section dividers.
Obtain digital photographs of each piece of tooling.
Obtain digital photographs of each part.
Obtain digital photographs of each step in the production process of
each part.
Assemble and organize all initial concept sketches.
Assemble and organize all .dxf cad files.
Assemble and organize all receipts for materials.
Create part numbers for EVERY SINGLE PART OF YOUR
PRODUCT except for stock materials.
This documentation will be submitted on CD and in an organized 3
ring notebook.

The cover of the notebook receives a photograph of the product.
The spine of the notebook receives the name of the product and the
name of the company.

All materials from your folders will be transferred to the notebook.

Samples and electronic originals provided by:

Chris Anderson
Ryan Armstrong
Kimberly Rogers

You are to modify the samples/templates as needed to
document the activity of your own organization.
The table of contents for the notebook is the following:

1. Overview
    Group photo
    Names of all group members
    Corporate name/identity
    Executive Summary
       What went well
       What went poorly
       Lessons learned

2. Product Development
    Original product idea submission
    Overview of competition
    Plus/Data (4 areas)
    101 Development Sketches (product, parts, package, instructions, tooling)
    Marker drawing
    Models, mockups, & Prototype photographs
    Customer reactions

3. Financial Data
    Share holders
    Accounting journal
    Income statement

4. Product Details
    Product description
    Isometric drawing
    Isometric drawing with parts labeled
    Bill of materials
    Orthographic drawings of each part

5. Process Details
    Operation sheet for each part
    Flow process chart for each part
    Structured job training process for each part
    Photograph and description of each piece of tooling
    Operation process chart

6. Other
    Stock certificate
    Order forms
    Package/instructions/care & use information for product
     SAMPLE Financial Summaries

(sample provided by Kimberly Rogers from
      the Sunset Chair organization)
     Directions for financial templateÉ
          1. Insert your company name into the heading by clicking on cell A-1.
          2. Use the journal to document all of the monetary transactions that you have. Insert
             date, transaction description (purchase, stock investment, invoice numbers, who
             made the transaction, sales, etc.). Enter the amount in the proper column. If it is
             an order, fill in the number on the order.

   Date           Transaction            Income            Income          Expense         Order
   2003           Description            S hares            Sales          Materials         #
   4/23       Stock Sales, John Doe        $25
                  5 shares at $5
   4/26      Full payment, John Doe                          $50                              1

          3. The journal and other documents on this form are preformatted. Once you fill out
             the journal, the other information will be calculated.
          4. All your company needs to do is to make sure that the information that is entered
             into the journal is correct.

                 * The income statement shows whether a business earned a net
                 income or profit. This determines whether a profit or lose
                 statement will be produced.

                 * Profit margin is the ratio of the companyÕ net income to
                 revenues or sales. This measures the average proportion of
                 each dollar of revenue that ends up as profit.

                 * Return on Equity is the ratio of net income to the beginning
                 owners equity or the start-up investment from the shareholders.
                 This is used to judge the success of a business compared to
                 other activities or investments. This is a good way to compare
                 companies and determine which would be a better investment.

Download the Excel spreadsheet created by Kimberly
Rogers that contains the 4 needed financial statements.
Modify as needed.
SAMPLE Structured Job Training Process

   (sample, provided by Ryan Armstrong,
illustrates the production of Pneuaeronautics
                  launcher leg)
                                          Product:  Rocketry In A
                                        Part Name:      Leg
                                     Part Number:       C-4
                                   Process Author: Ryan Armstrong
                                  Tooling Required:
                                  Fixture C-4-1
                                  Fixture C-4-2

Equipment Required:
Drill press, Hitachi Compound Miter Chop Saw
Part Description:
The legs, which are detachable, hold the launch plate off of the
ground. This part goes though three steps to completion: 1. Cut to
                                       2. Cut 45-degree
                                       3. Drill hole for ground stake

                           1. Obtain materials
                           You need to obtain ½” schedule 80 PVC
                           pipe. These come in various lengths
                           depending on your supplier.

                           Current supplier:
                           FW Webb Company (315) 341-4548
                           Quote number: 4760440

                           2. Setting up Cutting fixture
                           Set up the cutting fixture C-4-1on the
                           Hitachi Compound Miter Chop-saw.

                           3. Indexing the Fixture
Index the fixture by locking the blade of
the saw down and sliding the fixture
against the back fence. The blade should
slide through the perpendicular shear
point on the fixture.

4. Clamping down the fixture
Using the clamp on the saw, clamp the
fixture down to the table. A stock guide is
labeled with a red circle. This red circle is
where the clamp should be locked in

5. Release the blade
Now that the fixture is clamped in place,
release the blade for the lock down

6. Setting Correct Stop-block
The correct stop block to cut the legs is

(It is important to note that this same fixture is
used to cut the Launch Tube to length also. The
stop-blocks of the both of these parts are
interchangeable on this fixture)

7. Insert stock to be cut
Insert stock on right hand side of the
fixture. The stock should pass through the
stock guide on the right side of the fixture.

8. Put stock in place
Make sure that stock is pushed all the
way to the stop-block.

9. Hold stock in place
 Using the camming lever, hold piece in
place by pushing the hand of the
camming lever towards the end of the
piece that is not being cut. Holding the
lever and the piece with the left hand is
the acceptable method of holding the
stock to be cut.

10. Prepare to cut
Make sure everything is set up properly.

11. Cut the piece to Length
 Cut the piece with the saw.
12. Take piece out
Wait till blade has stopped spinning
before you remove the piece.

13. First Step Complete
The piece is now cut to length; Next step
is to cut the 45-degree angle at one end.

14. Setting up 45-degree cut
Set blade angle to 45-degrees. Blade
should line up with 45-degree shear point
on the fixture.

15. Lock blade at 45-degree angle
Tighten the handle of the saw to lock the
blade at the 45-degree angle.

16. Insert and Hold piece to be cut
Insert the piece that had already been cut
to the proper length. Hold this piece the
same way as in Step 9

17. Cut 45-degree
Cut the angle with the saw

18. Take piece out
Wait till blade has stopped spinning
before you remove the piece.

20. Second Step Complete
Piece is now cut to length and has a 45-
degree cut at one end. The next thing to
do is drill the hole for the ground stakes.

21. Setting up Drill Press
Set up the drill press shown with fixture C-
4-2. The drill press should have a 1/4” drill
bit in it.

(The drill press located next to the one shown in
the picture can also be used. Either one will do
the same job.)

22. Locate Fixture
This picture shows Fixture C-4-2 and the
piece that is to be drilled with it.

23. Index table height
Turn the fixture on its side to set the
height of the table relative to the 1/4” drill

24. Attach Fixture to Drill Press Table
There are four (4) dowel rods sticking out
of the bottom of the fixture. These rods
are inserted into the slots on the drill
press table. The fixture should not move
on the drill press table at all

25. Index drill bit
Without changing the height of the drill
press table, index the fixture and the drill
bit by aligning the drill bit with the shear
point hole in the fixture.

26. Slide in and clamp piece
Slide pre-cut leg from the left side of the
fixture. Clamp the piece down with the
clamp on the fixture.

27. Drill the Hole
If the piece is clamped down and
everything is aligned, drill the hole.

27. Third Step Complete
All three steps to making the part C-4 are
now done.
   SAMPLE Operation Sheet and
      Flow Process Chart

(samples, provided by Chris Anderson,
         Modify as needed!)
                  Operation Sheet
Product name                         Designer's name
Product part                         Date

Step#              Operation         Machines or Tools     Jig or Fixture
  1     Cut to length                Radial arm saw      Stop
  2     Drill Head and Tail Lights   Drill Press         Light
  3     Drill Bed Pin Holes          Drill Press         Bed Pin
        (Name of operation)          (Name of tool)      (Name of fixture)

Insert picture of operation here
(Isometric Drawing of part having
operations performed on it)


Flow Process Chart

Product name                                  Flow Begins   Flow Ends     Date

Product part

                       Process Symbols                                Operations     6
                       and amount used                           Transportations     3
                                                                     Inspections     5
                                                D                         Delays
                                                                        Storages

Task        Process Symbol       Description of Task              Machine        Tooling
 #                                                                Required       Required
 1                              Cut to length                   Radial Arm      101-P01
 2                              Inspection Length                               101-I01
 3                   D    
 4                   D    
 5                   D    
 6                   D    
 7                   D    
 8                   D    
 9                   D    
 10                  D    
 …                   D    
                     D    
                     D    
                     D    

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