{"title":"Production \u0026 Industry – Templates","description":"\u003ch2\u003eDocument templates for production, industry, and workshops\u003c\/h2\u003e\u003cp\u003eProfessional editable templates for Swedish manufacturing companies, workshops, production managers, and quality managers. Find, among others, \u003cstrong\u003eproduction planning and capacity calculation\u003c\/strong\u003e, \u003cstrong\u003emachine registers and preventive maintenance\u003c\/strong\u003e, \u003cstrong\u003eFMEA – failure mode and effects analysis\u003c\/strong\u003e, \u003cstrong\u003ecalibration registers\u003c\/strong\u003e, and other related industrial documents.\u003c\/p\u003e\u003ch3\u003eChoose the right support for your process\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eBefore start:\u003c\/strong\u003e Plan orders, staffing, and available capacity. \u003cstrong\u003eDuring operation:\u003c\/strong\u003e Follow up on machines, measuring tools, and controls. \u003cstrong\u003eDuring change:\u003c\/strong\u003e Assess failure risks and document actual measures. Each product is a standalone document package, with Word, PDF, and\/or Excel according to the product description.\u003c\/p\u003e\u003cp\u003eThe templates are general aids and do not replace safety assessments, inspections, licensed standard text, or business-specific technical expertise. Compare product content and choose based on the actual task.\u003c\/p\u003e\u003csection class=\"mb-production-guides\"\u003e\u003ch2\u003eGuide to production management and quality management\u003c\/h2\u003e\n\n\u003cp\u003eDo you need to structure production planning, material requirements, machine efficiency, or quality deviations? Start with our \u003ca href=\"\/en\/blogs\/foretag\/produktion-kvalitetsledning-guide-mrp-oee-fmea-8d\"\u003eguide to production management, MRP, OEE, FMEA, and 8D\u003c\/a\u003e. There you will find step-by-step explanations, practical examples, and links to in-depth guides for the templates in this category.\u003c\/p\u003e\u003c\/section\u003e","products":[{"product_id":"kalibreringsregister-matdonskontroll-excel-2026-2027","title":"Calibration Register \u0026 Gauge Control 2026\/2027 – Excel, Word \u0026 PDF | Swedish + English","description":"\u003cdiv class=\"mb-product-description\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eCalibration Register \u0026amp; Measuring Equipment Control 2026\/2027\u003c\/strong\u003e is an editable package for companies that need to keep track of measuring equipment, equipment record cards, control history, calibration certificates, planned intervals, and deviations. Here, you get a practical Excel tool combined with clear Word and PDF documents – with no subscription required.\u003c\/p\u003e\n\n\u003cp\u003eSuitable for workshops, manufacturing companies, quality departments, service organizations, and others who need traceable documentation of their instruments. All controls must be adapted to the actual risks, requirements, and scope of the measurements.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#kal-paket\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#kal-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#kal-steg\"\u003eStep by step\u003c\/a\u003e · \u003ca href=\"#kal-krav\"\u003eRequirements and ISO 9001\u003c\/a\u003e · \u003ca href=\"#kal-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#kal-leverans\"\u003eDelivery\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#e8f4ee;border-left:4px solid #278451;padding:15px 18px;margin:20px 0\"\u003e\n\n\u003cstrong\u003eLegally and technically reviewed: October 7, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0. The product is based on an overview of public guidance from Swedac and SIS, as well as current relevant Swedish\/EU conditions. SIS lists the new ISO 9001:2026 as published. A template is not a calibration certificate and does not imply that an organization meets ISO 9001 or accreditation requirements.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"kal-paket\"\u003eWhat's included in the package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFile format\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCalibration procedure and measuring equipment control\u003c\/td\u003e\n\n\u003ctd\u003eReady-to-use Swedish control document for responsibilities, risk-based intervals, control methods, traceability, review, and handling of incorrect equipment.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eEquipment record cards and control logs\u003c\/td\u003e\n\n\u003ctd\u003ePrintable fields for instrument ID, serial number, usage, measurement range, calibration certificate, results, measurement uncertainty, decisions, and deviations.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDetailed user guide\u003c\/td\u003e\n\n\u003ctd\u003eA walkthrough of every file, step-by-step instructions for filling them out, common mistakes, workflow, archiving, and technical limitations.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eMeasuring Equipment Control (English)\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English work documentation for international personnel in Swedish operations; not a full translation of all Swedish documents.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCalibration register and measuring equipment control\u003c\/td\u003e\n\n\u003ctd\u003eExcel workbook with overview, instrument register, calibration log, intermediate checks, deviations, and instructions.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of 9 files:\u003c\/strong\u003e 4 DOCX, 4 searchable A4 PDFs, and 1 XLSX. Swedish is the primary language, with supplementary English-language work documentation.\u003c\/p\u003e\n\n\u003ch2 id=\"kal-excel\"\u003eA practical calibration register in Excel\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eWhat you get\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOverview\u003c\/td\u003e\n\n\u003ctd\u003eKPI dashboard with the number of registered measuring instruments, overdue and upcoming checks, locked instruments, missing dates, and open deviations.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eInstrument register\u003c\/td\u003e\n\n\u003ctd\u003e200 rows for unique ID, manufacturer, model, serial number, person responsible, measurement range, accuracy requirements, operating status, and certificate reference. The next planned date and status are calculated based on your last approved date and chosen interval.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eCalibration log\u003c\/td\u003e\n\n\u003ctd\u003e200 entries for type of control, performer\/laboratory, method, certificate, traceability documentation, measurement points, observed deviation, tolerances, measurement uncertainty, and decisions.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eIntermediate checks\u003c\/td\u003e\n\n\u003ctd\u003e200 entries for risk-based function and stability checks between regular calibrations.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDeviations\u003c\/td\u003e\n\n\u003ctd\u003e150 entries for locking, root cause investigation, assessment of previous measurement results, actions taken, and release.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eInstructions\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step guide to the workbook's logic, risk-based usage, and public sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eThe workbook features data validation, formula-based dates, and status indicators. \u003cstrong\u003eThere are no automatic email reminders and no default universal calibration intervals.\u003c\/strong\u003e The status is an administrative planning signal, not a decision on the actual suitability of the measuring instrument.\u003c\/p\u003e\n\n\u003ch2\u003eWho benefits from the calibration template?\u003c\/h2\u003e\n\n\u003cp\u003eIt is particularly useful for companies with multiple calipers, micrometers, torque wrenches, thermometers, pressure gauges, testing instruments, and other measurement resources where measurement results affect quality. The product's broad structure can be adapted to industry, workshops, quality departments, facility management, or service, but may need to be supplemented for accredited laboratories and regulated measuring instruments.\u003c\/p\u003e\n\n\u003ch2 id=\"kal-steg\"\u003eHow to use the package – 7 steps\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInventory:\u003c\/strong\u003e Assign each relevant measuring instrument its own ID and document the measurement range, resolution, usage, and responsibility.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine needs:\u003c\/strong\u003e Assess whether the instrument should be calibrated, verified, or function-tested for its actual use.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine intervals:\u003c\/strong\u003e Document an appropriate time and frequency based on operation, history, risk, the manufacturer, and any external requirements. Do not just blindly set 12 months.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGather evidence:\u003c\/strong\u003e Register calibration reports, identification, results, measurement uncertainty, and traceability where relevant.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReview acceptance:\u003c\/strong\u003e A qualified person assesses whether the instrument meets the criteria applicable to its use. A calibration certificate does not automatically imply approval.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePlan and follow up:\u003c\/strong\u003e Enter the last \u003cem\u003eapproved\u003c\/em\u003e check and the decided interval in Excel; register intermediate checks and monitor deadlines.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eManage deviations:\u003c\/strong\u003e Lock suspect equipment, assess the impact on previous measurements, and archive decisions and actions before resuming use.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"kal-krav\"\u003eISO 9001, Swedac, and calibration requirements – what applies?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eISO 9001 is a management system standard, not a law that generally requires all companies to calibrate every instrument.\u003c\/strong\u003e Organizations that have implemented or agreed to a quality management system must assess the requirements relevant to their own operations and the edition of the standard being used. SIS lists \u003cstrong\u003eSS-EN ISO 9001:2026\u003c\/strong\u003e as published. Purchase and review the standard itself for actual application or certification.\u003c\/p\u003e\n\n\u003cp\u003eSwedac explains that calibration is based on comparisons with traceable standards and that the measurement uncertainty of the result is an important part of calibration reporting. Calibration, adjustment, verification, and simpler function checks are not the same thing. There is no common mandatory annual interval that automatically applies to all measuring equipment.\u003c\/p\u003e\n\n\u003cp\u003eFor certain instruments, testing areas, and accredited operations, additional legislation, regulations, or technical standards may apply. This template does not replace the assessment of measurement uncertainty, traceability, tolerances, or technical competence.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff4da;border-left:4px solid #D3A640;padding:15px 17px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eImportant:\u003c\/strong\u003e Just because an instrument has the status \"PLANNED\" or \"OK\" in a register does not mean it is approved for use. Always check original certificates, error margins, measurement uncertainty, area of use, and current deviations. When in doubt, the instrument should be assessed by a competent person.\u003c\/div\u003e\n\n\u003ch2\u003eCommon pitfalls in measuring equipment control\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eFailing to distinguish between traceable calibration and simple function checks.\u003c\/li\u003e\n\n\u003cli\u003eChoosing the same control interval for all instruments without technical risk assessment.\u003c\/li\u003e\n\n\u003cli\u003eAssuming the calibration laboratory has automatically approved the equipment for the company's tolerances.\u003c\/li\u003e\n\n\u003cli\u003eOmitting serial numbers, traceability information, or references to original certificates.\u003c\/li\u003e\n\n\u003cli\u003eFailing to assess previous control results when an instrument is found to be faulty.\u003c\/li\u003e\n\n\u003cli\u003eRelying solely on Excel status without actual technical review.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"kal-faq\"\u003eCommon questions and answers\u003c\/h2\u003e\n\n\u003ch3\u003eIs ISO 9001:2026 mandatory for all companies?\u003c\/h3\u003e\n\n\u003cp\u003eNo. ISO 9001 is fundamentally voluntary, but it may be a customer requirement, a procurement condition, or part of a certification. Any legal or industry requirements must be assessed separately.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use Excel for all my measuring instruments?\u003c\/h3\u003e\n\n\u003cp\u003eThe tool has space for 200 instruments and 200 entries each in the log and intermediate checks. Adjust control types, intervals, and acceptance requirements to suit your instruments.\u003c\/p\u003e\n\n\u003ch3\u003eIs the next calibration date calculated automatically?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Once the instrument has an ID, a last approved date, and a decided interval in months, the register sheet shows the next planned date and calendar-based plan status.\u003c\/p\u003e\n\n\u003ch3\u003eDo I get a calibration certificate?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The protocols help you document performed checks and refer to certificates; they are not accredited calibration certificates.\u003c\/p\u003e\n\n\u003ch3\u003eDo all instruments need to be calibrated annually?\u003c\/h3\u003e\n\n\u003cp\u003eNo, a general 12-month interval does not automatically apply to all equipment. Needs and intervals depend on usage, risk, history, applicable requirements, and professional assessment.\u003c\/p\u003e\n\n\u003ch3\u003eIs there an English version?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a separate English staff document adapted for Swedish operational conditions is included. Main templates and the user guide are in Swedish.\u003c\/p\u003e\n\n\u003ch2 id=\"kal-leverans\"\u003eFormat, price, and delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK.\u003c\/strong\u003e ZIP file with 9 final files in Word (DOCX), PDF, and Excel (XLSX). Entirely digital product with no physical shipping. For automatic delivery after purchase, the download file must be linked to Shopify Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources and further reading\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.sis.se\/iso9001\/\"\u003eSIS – ISO 9001 and current standard edition\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.sis.se\/iso9001\/tolkningsgruppfriso9001\/tolkningaraviso9001\/fraga-7\/\"\u003eSIS – Resources for monitoring and measurement\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.swedac.se\/amnesomraden\/kalibrering\/\"\u003eSwedac – Calibration and measurement uncertainty\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/regelverk.swedac.se\/policy\/swedac-doc-05-6_sv.html\"\u003eSwedac – Technical assessment and equipment control\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/regelverk.swedac.se\/policy\/swedac-doc-12-7_sv.html\"\u003eSwedac – Calibration, verification, and control\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: The product is an editable document aid, not a calibration laboratory, a technical validation service, an accreditation certificate, or a guarantee of ISO compliance. Consult an expert for advanced tolerances, measurement uncertainty, metrological decisions, or industry requirements.\u003c\/small\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55644377088342,"sku":"KALIBRERINGSREGISTER-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_kalibreringsregister_mallpaket_2027_a3454e4f-2ffa-4432-a2e1-d1266d7adaee.png?v=1791425904"},{"product_id":"fmea-feleffektanalys-mall-excel-2026-2027","title":"FMEA – Failure Mode and Effects Analysis 2026\/2027 | Risk Analysis, RPN \u0026 Action Register – Word\/PDF\/Excel","description":"\u003cdiv class=\"mb-product-description\" lang=\"en\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eFMEA – Failure Mode and Effects Analysis 2026\/2027\u003c\/strong\u003e is an editable template package for companies that need to identify failure modes, analyze effects and causes, and plan and follow up on improvement measures. The package is adaptable for \u003cstrong\u003eProcess FMEA (PFMEA)\u003c\/strong\u003e, \u003cstrong\u003eDesign FMEA (DFMEA)\u003c\/strong\u003e, service processes, and other business analyses. It combines Word and PDF documents with an Excel register that calculates conventional RPN and shows responsibilities, control history, and revision status.\u003c\/p\u003e\n\n\u003cp\u003eYou get a practical starting point for cross-functional analysis meetings, clear decision protocols, and traceable action follow-ups – without having to build the entire structure yourself.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#fmea-inne\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#fmea-excel\"\u003eThe Excel tool\u003c\/a\u003e · \u003ca href=\"#fmea-steg\"\u003eHow to do it\u003c\/a\u003e · \u003ca href=\"#fmea-regler\"\u003eStandard and method\u003c\/a\u003e · \u003ca href=\"#fmea-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#fmea-leverans\"\u003eFormat\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#e9f5ee;border-left:4px solid #278250;padding:16px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eTechnically and legally reviewed: October 7, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0 • 2026\/2027. The methodology basis has been compared with IEC 60812:2018 and public information from SIS\/SEK. The templates are \u003cstrong\u003eproprietary working documents\u003c\/strong\u003e, not a copy of the IEC standard, licensed AIAG-VDA tables, certification material that automatically demonstrates compliance, or a safety assessment of an actual system.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"fmea-inne\"\u003eIncluded in the FMEA package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eFMEA – working method and analysis plan\u003c\/td\u003e\n\n\u003ctd\u003eRoles, scope, functions, failure modes, effects analysis, causes, preventive controls, S\/O\/D assessment, and decision process.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eAnalysis and decision protocols\u003c\/td\u003e\n\n\u003ctd\u003eMeeting tasks, risk selection, action decisions, verification references, and approval of residual risk.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDetailed user guide\u003c\/td\u003e\n\n\u003ctd\u003eWalkthrough of the workflow, calculation examples, Excel instructions, pitfalls, control points, and sources.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eFMEA – Working Sheet (English)\u003c\/td\u003e\n\n\u003ctd\u003eEnglish working document for international project teams in Swedish operations. Not a complete translation of all Swedish documents.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eFMEA risk register and actions\u003c\/td\u003e\n\n\u003ctd\u003eProfessional Excel workbook with six sheets, calculated RPN, status, dashboard, and follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of nine files:\u003c\/strong\u003e four Word (DOCX), four searchable PDF, and one Excel (XLSX), gathered in a ZIP. Swedish is the primary language; a practical English working document is included.\u003c\/p\u003e\n\n\u003ch2\u003eWho is this FMEA template suitable for?\u003c\/h2\u003e\n\n\u003cp\u003eThe templates are suitable for manufacturing companies, workshops, engineering departments, quality managers, production engineers, and process owners who need to analyze failure risks and document decisions. FMEA is useful when introducing a new product or production process, process changes, recurring deviations, supplier changes, or preventive improvement work.\u003c\/p\u003e\n\n\u003ch2 id=\"fmea-excel\"\u003eExcel – six sheets with real functionality\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eSheet\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDisplays the number of registered failure modes, highlighted high severity, open and overdue actions, and registered revisions.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eFMEA Register\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 prepared rows for function, failure mode, effect, cause, controls, S\/O\/D, RPN, proposed actions, and residual risk.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eActions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 entries for responsibility, due date, actual verification evidence, status, and approval.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eAssessment Scales\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eIllustrative explanations for S\/O\/D 1–10; to be replaced by the organization's decided method.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eRevision Log\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e50 rows for document changes, reason, decision, and next review.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step completion guide, limitations, and links to sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eExcel automatically calculates conventional \u003cstrong\u003eRPN = S × O × D\u003c\/strong\u003e and corresponding scores after actions when you enter values 1–10. Here, S stands for Severity, O for Occurrence, and D for Detectability (higher D is worse detection). An example with S=8, O=4, and D=6 gives RPN 192; if a verified action leads to a new assessment of S=8, O=2, D=3, the RPN becomes 48. These figures are decision support, not approvals.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff5d9;border-left:4px solid #d1a235;padding:16px;margin:17px 0\"\u003e\n\n\u003cstrong\u003eImportant regarding RPN and AIAG-VDA:\u003c\/strong\u003e Risks should never be automatically approved just because an RPN is low. Safety-critical effects must be assessed separately. The customer-specific \u003cem\u003eAIAG-VDA Action Priority (AP)\u003c\/em\u003e method is not included and is not calculated by the template. Use licensed methodology material in case of specific industry or customer requirements.\u003c\/div\u003e\n\n\u003ch2 id=\"fmea-steg\"\u003eHow to create a traceable Failure Mode and Effects Analysis\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDescribe the analysis object:\u003c\/strong\u003e specify product, process, functions, scope, and version designation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGather the right expertise:\u003c\/strong\u003e involve e.g., engineering, production, quality, and maintenance based on the actual risk.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eIdentify failure modes:\u003c\/strong\u003e analyze how a step can fail, what effects the failure has, and possible underlying causes.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument existing controls:\u003c\/strong\u003e differentiate between preventive measures and controls that detect the failure.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssess S\/O\/D:\u003c\/strong\u003e use common criteria and document assumptions. RPN is generated automatically.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChoose risk actions:\u003c\/strong\u003e always prioritize serious effects and potential safety and customer requirements, not just high RPN.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eVerify the effect:\u003c\/strong\u003e record evidence, responsible person, date, and new assessment only after the action has shown results.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDecide and archive:\u003c\/strong\u003e document residual risk, authorized approver, and when the analysis should be re-evaluated.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"fmea-regler\"\u003eFMEA, IEC 60812 and Swedish requirements\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eIEC 60812:2018\u003c\/strong\u003e describes how FMEA and FMECA can be planned, performed, documented, and maintained. The standard is general and covers hardware, software, and processes, among other things. FMEA is not an independent general legal requirement for all Swedish companies. However, mandatory requirements may follow from applicable legislation and agreements for a specific product, industry, or business.\u003c\/p\u003e\n\n\u003cp\u003eFor medical devices, automotive suppliers, safety-critical systems, and machinery, specialized standards, customer requirements, or safety analyses may be required. This package does not provide automatic compliance with IEC, ISO, AIAG-VDA, or IATF 16949 and cannot replace professional safety assessment. The actual IEC standard text is not included in the purchase.\u003c\/p\u003e\n\n\u003ch2\u003eCommon mistakes to avoid\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eMixing failure mode, effect, and root cause in a single unclear field.\u003c\/li\u003e\n\n\u003cli\u003eEquating two different risks because their RPN happens to be the same.\u003c\/li\u003e\n\n\u003cli\u003eIgnoring very serious effects that have a low probability value.\u003c\/li\u003e\n\n\u003cli\u003eChanging risk scores after a planned action without actual verification.\u003c\/li\u003e\n\n\u003cli\u003eClaiming that standard RPN categories correspond to AIAG-VDA Action Priority.\u003c\/li\u003e\n\n\u003cli\u003eLeaving decisions on residual risk without a named responsible person.\u003c\/li\u003e\n\n\u003cli\u003eNot updating the FMEA after changing design, process, or new deviations.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"fmea-faq\"\u003eFrequently asked questions about FMEA\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is an FMEA?\u003c\/h3\u003e\n\n\u003cp\u003eFMEA, Failure Mode and Effects Analysis, is a structured method for identifying how a product or process can fail, assessing consequences, and prioritizing preventive improvements.\u003c\/p\u003e\n\n\u003ch3\u003eWhat is the difference between PFMEA and DFMEA?\u003c\/h3\u003e\n\n\u003cp\u003ePFMEA analyzes potential failures in the execution of the process. DFMEA analyzes failures linked to the function of a product or design. Both need to be adapted to their real requirements.\u003c\/p\u003e\n\n\u003ch3\u003eIs FMEA mandatory according to ISO 9001?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no general requirement for all organizations to use this specific spreadsheet or FMEA method to work in a risk-based manner. Check your applicable standard edition and customer requirements.\u003c\/p\u003e\n\n\u003ch3\u003eHow is RPN calculated?\u003c\/h3\u003e\n\n\u003cp\u003eExcel multiplies severity S, occurrence O, and detectability D, using ratings 1–10. This gives a number between 1 and 1000 when all values are present.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel automatically approve a risk?\u003c\/h3\u003e\n\n\u003cp\u003eNo. A low RPN is not equivalent to low actual risk. A competent person must take a stance on serious effects and applicable requirements.\u003c\/p\u003e\n\n\u003ch3\u003eIs AIAG-VDA Action Priority included?\u003c\/h3\u003e\n\n\u003cp\u003eNo. No licensed AP table or automatic AP calculation is included. A customer-adapted FMEA approach may require other materials.\u003c\/p\u003e\n\n\u003ch3\u003eIs there an English version?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a separate English working sheet is included for international teams. The primary Swedish templates and user guide are not included as complete English translations.\u003c\/p\u003e\n\n\u003ch2 id=\"fmea-leverans\"\u003eFormat, price, and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003eDelivered as a ZIP file with \u003cstrong\u003e4 DOCX, 4 PDF, and 1 XLSX\u003c\/strong\u003e. Standard price 79 SEK. No physical shipping. For automatic digital delivery after purchase, the ZIP file must be linked to the correct variant in Shopify's Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/webstore.iec.ch\/en\/publication\/26359\"\u003eIEC – IEC 60812:2018, Failure modes and effects analysis\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.sis.se\/produkter\/mekaniska-system-och-komponenter\/egenskaper-och-utformning-av-maskiner-apparater-och-utrustningar\/ss-en-iec-60812\/\"\u003eSIS – SS-EN IEC 60812, Reliability – Failure modes and effects analysis\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: An FMEA template does not replace licensed standards, customer-specific regulations, technical testing, CE assessment, or specialist expertise where required. The method and scales must be adapted and documented by the person responsible for the business.\u003c\/small\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003csection class=\"mallbutiken-related-guide\" aria-label=\"Related guide\"\u003e\u003ch2\u003eDeepen your knowledge with our guides\u003c\/h2\u003e\n\n\u003cp\u003eLearn how to identify failure modes and plan preventive actions.\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/fmea-feleffektanalys-steg-for-steg\"\u003eFMEA – Failure Mode and Effects Analysis step by step\u003c\/a\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/produktion-kvalitetsledning-guide-mrp-oee-fmea-8d\"\u003eOverview: production management and quality management\u003c\/a\u003e\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55644674097494,"sku":"FMEA-RISKANALYS-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_fmea_hero_2026_2027_de439c3f-0f04-4cb4-b7b5-1faf043f96db.png?v=1791427722"},{"product_id":"maskinregister-forebyggande-underhall-excel-2026-2027","title":"Machine Register \u0026 Preventive Maintenance 2026\/2027 – Excel, Word \u0026 PDF | Swedish + English","description":"\u003cdiv class=\"mb-product-description\" lang=\"en\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eMachine Register \u0026amp; Preventive Maintenance 2026\/2027\u003c\/strong\u003e is a complete, editable document package for workshops, production companies, service organizations, and facility management that require a clear overview of machinery, maintenance plans, completed inspections, and deviations. You receive Word templates, searchable PDF versions, a separate user guide, an English working document, and an Excel workbook with six interconnected sheets.\u003c\/p\u003e\n\n\u003cp\u003eCreate a machine list with unique machine IDs, plan maintenance based on your own risk-assessed intervals, register completed service, and follow up on deviations. The product is an administrative tool and \u003cstrong\u003enot a machine safety approval or a substitute for statutory inspections.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#maskin-inne\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#maskin-excel\"\u003eThe Excel tool\u003c\/a\u003e · \u003ca href=\"#maskin-steg\"\u003eHow to use\u003c\/a\u003e · \u003ca href=\"#maskin-juridik\"\u003eRules \u0026amp; safety\u003c\/a\u003e · \u003ca href=\"#maskin-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#maskin-format\"\u003eDelivery\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#e9f5ee;border-left:4px solid #24845b;padding:15px 18px;margin:20px 0\"\u003e\n\n\u003cstrong\u003eRegulation and technical review: October 9, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0 with relevance for 2026\/2027. The template package has been editorially checked against the Swedish Work Environment Authority's AFS 2023:11 and relevant EU information regarding the Machinery Regulation (EU) 2023\/1230. It has not been reviewed by authorities, certified, or individually safety-assessed.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"maskin-inne\"\u003eWhat's included in the package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFile format\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMaintenance program \u0026amp; machine control\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eResponsibility, inventory, risk-based maintenance strategy, safe working methods, special checks, restart, and document control.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMachine card \u0026amp; service log\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eUnique machine details, identification, completed checks, measured results, deviations, lockout, and verified restart.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003ePractical review of every document and Excel sheet, application, common mistakes, safety, and archiving.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMachine Maintenance – Working Sheets\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English working sheets for Swedish operations; not a complete translation of the entire Swedish package.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMachine register \u0026amp; maintenance plan\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eExcel workbook with register, scheduling, service history, deviations, KPI overview, and instructions.\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of nine final delivery files:\u003c\/strong\u003e four Word files, four A4 PDF files, and one Excel workbook. Swedish is the primary language, supplemented by an English working document.\u003c\/p\u003e\n\n\u003ch2\u003eWho are the machine maintenance templates for?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eWorkshops and manufacturing companies\u003c\/strong\u003e can consolidate production machines, service activities, and operational disruptions into one register. \u003cstrong\u003eMaintenance technicians and production managers\u003c\/strong\u003e can plan, document, and follow up on work with traceability to technical manuals. \u003cstrong\u003eFacility caretakers and service contractors\u003c\/strong\u003e can use the same work structure for relevant equipment but must determine for themselves which types of controls and regulations apply.\u003c\/p\u003e\n\n\u003cp\u003eThe machine register is not the same as an accounting asset register, and the package is not a full-scale CMMS with connected operational monitoring or automatic notifications.\u003c\/p\u003e\n\n\u003ch2 id=\"maskin-excel\"\u003eThe Excel tool – six practical worksheets\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eFunctions\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eAutomatic summary of registered machines, planned inspection tasks, overdue items, upcoming checks within 30 days, open deviations, service interventions, and costs.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMachine Register\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 rows for machine ID, description, location, manufacturer, serial number, responsibility, risk reference, operating status, manual, and inspection documents.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMaintenance Plan\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 plan rows for machine ID, check type, instructions, responsibility, last performed, interval in days, and estimated next planned date. Separate manually determined operating status.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eService Journal\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 rows with actual service date, work tasks, performer, hours, cost, results, and reference to protocol.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDeviations\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 rows for faults, risk priority, lockout, responsibility, deadline, verification, and restart decision.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eMethod of use, limitations, and official sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eExcel calculates calendar-based next check occasions when an actual completed date and your own approved interval are entered; for the first check without history, an initial due date can be set. Plan status can be displayed as \u003cem\u003eoverdue\u003c\/em\u003e, \u003cem\u003ewithin 30 days\u003c\/em\u003e, \u003cem\u003eplanned\u003c\/em\u003e, or \u003cem\u003edate missing\u003c\/em\u003e. The system does not send email reminders. Operating status and technical approval are never automatically determined by the spreadsheet.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff4d7;border-left:4px solid #D5A337;padding:15px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eImportant regarding intervals and safety:\u003c\/strong\u003e No universal monthly or yearly intervals are pre-filled as regulatory requirements. Manufacturer instructions, actual risks, usage, operating hours, and any special regulations govern this. The spreadsheet formulas handle calendar dates, not automatic operating-hour-based control or statutory inspections. The machine's technical usability must always be assessed separately.\u003c\/div\u003e\n\n\u003ch2 id=\"maskin-steg\"\u003eHow to work with the package – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInventory:\u003c\/strong\u003e gather machine ID, model, serial number, location, user manual, and relevant inspection documents.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine responsibility:\u003c\/strong\u003e specify the maintenance manager, authorized performers, and who is permitted to decide on shutdown and restart.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssess needs:\u003c\/strong\u003e base this on relevant risk assessments and manufacturer instructions. Distinguish between daily supervision, preventive service, extra checks, and prescribed inspections.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePlan maintenance:\u003c\/strong\u003e create one row per machine and activity in Excel. Enter method, performer, document reference, actual check history, and risk-based interval.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePerform safely:\u003c\/strong\u003e handle energy isolation, protection, and access according to the organization's safety procedures. Perform only tasks you are competent and authorized to carry out.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument the result:\u003c\/strong\u003e note the intervention and actual observations in the service protocol and service journal. Update the \"last performed\" date only when the work is actually completed.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eManage defects:\u003c\/strong\u003e lockout suspected hazardous equipment, register deviations, and verify necessary measures before restart.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eUpdate:\u003c\/strong\u003e check open items, changes in the machine fleet, and new instructions. Archive previous versions and original certificates.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"maskin-juridik\"\u003eThe Swedish Work Environment Authority's rules on maintenance and control\u003c\/h2\u003e\n\n\u003cp\u003eIn \u003cstrong\u003eAFS 2023:11\u003c\/strong\u003e, there is a requirement that employers ensure that work equipment is maintained during use. When a maintenance journal exists, it must be kept up to date (Chapter 2, Section 15). The same chapter regulates, among other things, checks for certain installations and relocations, regular checks for impacts that may cause risks, and extra checks after specific events. Relevant results must be documented in the specified cases. \u003ca href=\"https:\/\/www.av.se\/arbetsmiljoarbete-och-inspektioner\/publikationer\/foreskrifter\/afs-202311\/\"\u003eRead AFS 2023:11 at the Swedish Work Environment Authority\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003eCertain machines and devices may have more specific requirements for continuous supervision, record-keeping, inspection, inspection bodies, or permits. The \u003cstrong\u003eEU Machinery Regulation (EU) 2023\/1230\u003c\/strong\u003e largely concerns product requirements and market access for machines, with provisions having different application dates. It should not be confused with the user's overall work environment responsibility for existing equipment. \u003ca href=\"https:\/\/eur-lex.europa.eu\/eli\/reg\/2023\/1230\/oj\"\u003eRead the Machinery Regulation on EUR-Lex\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003eThe document template does not replace risk assessment, technical control, CE documentation, manufacturer service instructions, inspections by an authorized inspection body, or specialist support when needed.\u003c\/p\u003e\n\n\u003ch2\u003eCommon mistakes and pitfalls\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eApplying a general interval to all machine equipment without risk assessment.\u003c\/li\u003e\n\n\u003cli\u003eEntering planned service as if it were already completed.\u003c\/li\u003e\n\n\u003cli\u003eLacking unique machine IDs, thereby mixing the history of different machines.\u003c\/li\u003e\n\n\u003cli\u003eConfusing your own service checklist with a formal inspection certificate.\u003c\/li\u003e\n\n\u003cli\u003eMarking “in operation” in Excel despite technical uncertainty or open safety-critical defects.\u003c\/li\u003e\n\n\u003cli\u003eNot performing extra checks after rebuilding, accidents, or other risk-relevant events.\u003c\/li\u003e\n\n\u003cli\u003eNot documenting restart decisions, original reports, and responsibilities.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"maskin-faq\"\u003eFrequently Asked Questions\u003c\/h2\u003e\n\n\u003ch3\u003eIs a machine register mandatory?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no general requirement for this specific Excel template. However, AFS 2023:11 sets requirements for safe maintenance and certain checks, including documentation in relevant cases. Other equipment types may have specific documentation and inspection requirements.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel plan upcoming service?\u003c\/h3\u003e\n\n\u003cp\u003eYes. The next calendar date and plan status are calculated when the correct information is entered. The intervals must be determined by the business, and no automated technical safety assessment is performed.\u003c\/p\u003e\n\n\u003ch3\u003eCan I register machines that need service based on operating hours?\u003c\/h3\u003e\n\n\u003cp\u003eThe machine's hour-meter reading can be noted in the protocols, but the calculation in Excel only supports calendar days. Maintenance based on operating hours requires separate planning or further customization.\u003c\/p\u003e\n\n\u003ch3\u003eIs it a complete CMMS system?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It is an offline-based register and document package, without automatic notifications, integrations, or mobile work order flows.\u003c\/p\u003e\n\n\u003ch3\u003eDoes the service protocol suffice as an inspection certificate?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Equipment with requirements for special inspections or checks must be handled in the manner prescribed by current rules.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English version included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a supplementary English working document based on Swedish conditions. The main Swedish documents and the guide are not fully translated.\u003c\/p\u003e\n\n\u003ch2 id=\"maskin-format\"\u003eFile format and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003eOne-time price \u003cstrong\u003e79 SEK\u003c\/strong\u003e. ZIP with four DOCX, four PDF, and one XLSX. Word and Excel can be edited in compatible software; the PDF files are searchable and can be printed. The product is entirely digital without physical shipping. Automatic download after purchase requires that the ZIP file is linked to the correct Shopify variant in Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.av.se\/arbetsmiljoarbete-och-inspektioner\/publikationer\/foreskrifter\/afs-202311\/\"\u003eSwedish Work Environment Authority – AFS 2023:11, Work equipment and personal protective equipment\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/eur-lex.europa.eu\/eli\/reg\/2023\/1230\/oj\"\u003eEUR-Lex – Regulation (EU) 2023\/1230 on machinery\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: Editable document templates and administrative Excel tool. No on-site inspection, certification, guarantee of regulatory compliance, or individual technical\/legal advice is included. Adapt the documents to the business's actual equipment, risks, and current regulations.\u003c\/small\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55654990184790,"sku":"MASKINREGISTER-UNDERHALL-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_Maskinregister_underhall_2027_hero_0c83235a-debd-4e41-8fc5-8e3fc5ee0b60.png?v=1791497422"},{"product_id":"8d-rapport-rotorsaksanalys-5-varfor-mall-2026-2027","title":"8D Report \u0026 Root Cause Analysis 2026\/2027 – 5 Whys, Action Log \u0026 Excel | Word\/PDF","description":"\u003csection class=\"mb-product-description\" lang=\"en\"\u003e\n\u003cp\u003e\u003cstrong\u003e8D Report \u0026amp; Root Cause Analysis 2026\/2027\u003c\/strong\u003e is a professional, editable template package for companies that need to investigate quality issues, supplier deviations, and customer complaints using a systematic method. The package includes a complete report template in Swedish for D0–D8, a separate 5 Whys and root cause analysis, a detailed user guide, an English working document, and an Excel register for cases, actions, and verified effectiveness.\u003c\/p\u003e\n\n\u003cp\u003eFrom the first deviation to formal closure: identify the scope, protect the customer, test root causes, implement permanent actions, and document whether they actually worked. \u003cstrong\u003eStandard price: 79 SEK, one-time purchase.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#8d-inne\"\u003ePackage contents\u003c\/a\u003e · \u003ca href=\"#8d-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#8d-metod\"\u003eStep by step\u003c\/a\u003e · \u003ca href=\"#8d-regler\"\u003eRequirements and limitations\u003c\/a\u003e · \u003ca href=\"#8d-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#8d-format\"\u003eDelivery\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#eaf6ee;border-left:4px solid #25865c;padding:15px 18px;margin:18px 0;\"\u003e\n\n\u003cstrong\u003eProfessionally peer-reviewed: October 9, 2026\u003c\/strong\u003e\u003cp\u003eDocument version 1.0, relevant for 2026\/2027. The main steps of the method have been compared with publicly available information from Siemens and WEDEAQ (licensed VDA QMC partner). The package is independently developed, does not contain protected VDA\/OEM original forms, and is not a certification or a promise of compliance with customer-specific standards.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"8d-inne\"\u003eWhat is included in the 8D package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eWhat is it used for?\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e8D Report (Swedish)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eD0 initial protection, D1 team, D2 problem definition, D3 temporary containment actions, D4 root cause, D5 permanent action selection, D6 effectiveness verification, D7 prevention, and D8 formal closure.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eRoot Cause Analysis and 5 Whys\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eAnalysis form for five whys, alternative hypotheses, cause of non-detection, verification evidence, and decision on the next action.\u003c\/td\u003e\n\u003c!--nl --\u003e\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed Swedish user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eMethod description, step-by-step, document control, examples, Excel instructions, common mistakes, and sources.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e8D Problem-Solving Sheet (English)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eEnglish working document for D0–D8 and action decisions in Swedish operations. A supplement, not a full translation of all Swedish files.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e8D – Case and Action Register\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eExcel workbook with overview, cases, actions, 5 Whys, effectiveness control, and instructions.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of nine files in a ZIP package:\u003c\/strong\u003e 4 DOCX + 4 searchable A4 PDFs + 1 XLSX. Swedish is the primary language; English working document included.\u003c\/p\u003e\n\n\u003ch2\u003eWho is the 8D report useful for?\u003c\/h2\u003e\n\n\u003cp\u003eThe templates are suitable for quality managers, production engineers, process owners, supplier quality, purchasing departments, workshops, industrial companies, and technical service organizations. Typical cases include recurring product failures, delivery complaints, process disturbances, lacking control points, or quality problems where a simple one-off correction is insufficient.\u003c\/p\u003e\n\n\u003cp\u003eThe method can also be used in other industries but should be adapted to the scope of the problem. For small isolated flaws, a simpler action log may be more proportionate; safety-critical incidents often require additional special investigation.\u003c\/p\u003e\n\n\u003ch2 id=\"8d-excel\"\u003eThe Excel tool – six tabs for traceable follow-up\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eAutomatic indicators for registered 8D cases, open\/ongoing cases, delayed cases, overdue actions, completed actions, and effectiveness checks marked as fulfilled.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e8D Cases\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 prepared rows for customer\/process, item, problem description, priority, current discipline D0–D8, person responsible, date, customer communication, and case status.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eActions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e150 rows for temporary containment, permanent correction, or preventive system changes with responsibility, deadline, execution, effectiveness status, and evidence reference.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e5 Whys\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 rows for analytical causal chains, confirmed root cause, non-detection, method, and evidence.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eEffectiveness Control\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 rows for comparison before\/after action, sampling, control period, acceptance criteria, reviewer, and actual outcome.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eWorkflow, safety limitations, status definitions, and sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eThe workbook contains data validation, filterable and structured register fields, calendar-based delay indicators, and automatic summaries. \u003cstrong\u003eNeither Excel nor the Word template automatically approves a risk.\u003c\/strong\u003e The status \"completed\" is not the same as verified effectiveness, and \"delayed\" only means that a registered target date has passed.\u003c\/p\u003e\n\n\u003ch2 id=\"8d-metod\"\u003eHow to use 8D – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD0 – Prepare if necessary:\u003c\/strong\u003e assess urgent safety and customer risk, save evidence, and allocate resources. Document any immediate blocking.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD1 – Team:\u003c\/strong\u003e assemble people with relevant process, quality, and technical expertise as well as authority.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD2 – Define the problem:\u003c\/strong\u003e specify requirements vs. actual outcome, product\/batch, scope, and the important \"is\/is not\" limitation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD3 – Temporary containment actions:\u003c\/strong\u003e stop or sort suspicious material, protect the customer, and show with data that the containment actions are working.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD4 – Root cause:\u003c\/strong\u003e analyze with 5 Whys, fishbone categories, and testing. Investigate separately why the error could occur and why it was not detected.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD5 – Select permanent action:\u003c\/strong\u003e choose a solution to the cause and plan in advance how the action will be verified.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD6 – Implement and verify:\u003c\/strong\u003e document the implementation, test the effectiveness over a relevant period, and compare with established acceptance criteria.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD7 – Prevent recurrence:\u003c\/strong\u003e check other lines, products, FMEA, control plans, work instructions, and suppliers.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eD8 – Formal closure:\u003c\/strong\u003e document lessons learned, customer communication, approval by the person responsible, and outstanding issues. Archive the documents.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eThe difference between 8D, CAPA, and FMEA\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e8D\u003c\/strong\u003e is a structured workflow to solve an identified problem and document the actual root cause. \u003cstrong\u003eCAPA\u003c\/strong\u003e is often used more broadly for corrective and preventive actions. \u003cstrong\u003eFMEA\u003c\/strong\u003e is a forward-looking method for analyzing potential failure modes and their effects. The methods can complement each other but should not be confused.\u003c\/p\u003e\n\n\u003ch2 id=\"8d-regler\"\u003e8D, ISO 9001, and industry requirements – what applies?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eThe 8D method is not a general legal requirement for all Swedish companies.\u003c\/strong\u003e ISO 9001:2026 is a standard for quality management and improvement, but it does not mean that a specific downloadable 8D form must be used by all organizations. In the automotive industry, for example, customer requirements, IATF 16949, and VDA methodology may set specific requirements for report format, response times, problem definition, verification, and customer communication.\u003c\/p\u003e\n\n\u003cp\u003eThis template is a \u003cstrong\u003egeneral self-produced support\u003c\/strong\u003e for the 8D workflow, not a licensed VDA 8D report. Always check current customer manuals and actually applicable industry or product safety legislation. In the case of dangerous products or safety-critical faults, specific obligations to stop deliveries, investigate, and notify competent authorities may be required.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff5d9;border-left:4px solid #D5A63E;padding:14px 18px;margin:17px 0;\"\u003e\n\n\u003cstrong\u003eImportant before use:\u003c\/strong\u003e Stating a root cause does not mean it is confirmed. That a temporary sorting works does not mean that a permanent corrective action has been implemented. Report only real checks, measured values, accepted criteria, and authorized decisions.\u003c\/div\u003e\n\n\u003ch2\u003eCommon pitfalls\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eWriting an 8D report afterwards without a documented investigation.\u003c\/li\u003e\n\n\u003cli\u003eMixing hypotheses, symptoms, and verified root causes.\u003c\/li\u003e\n\n\u003cli\u003eForgetting why existing controls did not detect the error.\u003c\/li\u003e\n\n\u003cli\u003eClosing a case without an independent assessment of the action's effectiveness.\u003c\/li\u003e\n\n\u003cli\u003eConfusing customer approval with internal quality assessment.\u003c\/li\u003e\n\n\u003cli\u003eFailing to update FMEA, control plans, instructions, or other affected processes.\u003c\/li\u003e\n\n\u003cli\u003eUsing a general report where the customer requires a specific format.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"8d-faq\"\u003eFrequently asked questions about 8D reports\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is an 8D report?\u003c\/h3\u003e\n\n\u003cp\u003eA documented investigation that step-by-step describes the problem, immediate customer protection, fact-based root cause analysis, permanent actions, verification, and feedback of experience.\u003c\/p\u003e\n\n\u003ch3\u003eMust you always go through all eight steps?\u003c\/h3\u003e\n\n\u003cp\u003eIt depends on customer requirements, operations, and the scope of the problem. For serious quality deviations, a complete 8D flow is often used. For simpler flaws, another proportionate method may be better.\u003c\/p\u003e\n\n\u003ch3\u003eAre 5 Whys and Ishikawa included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a separate 5 Whys template and a table with generic cause families to support fishbone analysis. The templates do not test hypotheses automatically.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel be used for multiple cases?\u003c\/h3\u003e\n\n\u003cp\u003eYes. 100 case rows and several separate registers for actions, analyses, and effectiveness checks are included.\u003c\/p\u003e\n\n\u003ch3\u003eIs this the same thing as a VDA 8D template?\u003c\/h3\u003e\n\n\u003cp\u003eNo. No protected or licensed original forms are included. Check your customer's or industry's specific method and document requirements.\u003c\/p\u003e\n\n\u003ch3\u003eIs there an English version?\u003c\/h3\u003e\n\n\u003cp\u003eA supplementary English 8D working document is included. The main report, root cause analysis, and detailed guide are in Swedish.\u003c\/p\u003e\n\n\u003ch3\u003eIs the report proof of ISO certification?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It is a work aid and does not replace a functioning quality system or audit by an authorized certification body.\u003c\/p\u003e\n\n\u003ch2 id=\"8d-format\"\u003eFormat and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003ePrice 79 SEK.\u003c\/strong\u003e ZIP with four Word documents (DOCX), four searchable A4 PDF files, and one Excel workbook (XLSX). No physical shipping. Word and Excel can be edited in compatible software. Automatic digital delivery after purchase assumes that the ZIP file is attached to Shopify Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eProfessional sources and further reading\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.siemens.com\/sv-se\/technology\/8d-report\/\"\u003eSiemens – 8D report and structured problem solving\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.wedeaq.se\/8d-problemlosning\/\"\u003eWEDEAQ – The 8D method, Swedish descriptions, and VDA QMC methodology\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.iso.org\/9001-2026\"\u003eISO – Quality Management ISO 9001:2026\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eRelated templates\u003c\/h2\u003e\n\n\u003cp\u003eFor forward-looking risk analysis: \u003ca href=\"\/en\/products\/fmea-feleffektanalys-mall-excel-2026-2027\"\u003eFMEA – Failure Mode and Effects Analysis 2026\/2027\u003c\/a\u003e. For audit planning and verification of the quality system: \u003ca href=\"\/en\/products\/internrevision-iso-9001-revisionsprogram-checklista-2026-2027\"\u003eInternal Audit ISO 9001 2026\/2027\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: The template package does not replace product safety investigation, legal advice, applicable customer- and industry-specific rules, licensed VDA methodology, or a specialist's safety assessment.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e\n\u003csection class=\"mallbutiken-related-guide\" aria-label=\"Related guide\"\u003e\u003ch2\u003eDeepen your knowledge with our guides\u003c\/h2\u003e\n\n\u003cp\u003eRead about the eight steps of the 8D method and how to use 5 whys.\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/8d-rapport-rotorsaksanalys-5-varfor-guide\"\u003e8D report and root cause analysis\u003c\/a\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/produktion-kvalitetsledning-guide-mrp-oee-fmea-8d\"\u003eOverview: production control and quality management\u003c\/a\u003e\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655077282134,"sku":"8D-ROTORSAKSANALYS-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_8D_rapport_hero_2027_b8413aeb-4ac4-4873-a289-95a09c8eb4b9.png?v=1791499838"},{"product_id":"produktionsplanering-kapacitetskalkyl-excel-2026-2027","title":"Production Planning \u0026 Capacity Calculation 2026\/2027 – Production Order, Weekly Plan \u0026 Excel | Word\/PDF","description":"\u003cdiv class=\"mb-product-description\" lang=\"en\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eProduction Planning \u0026amp; Capacity Calculation 2026\/2027\u003c\/strong\u003e is an editable template package for workshops, manufacturing companies, production managers, and small industrial businesses that need to consolidate production orders, resources, and capacity assessments. The package combines Word and PDF templates with an Excel workbook for planned order hours, weekly capacity, resource utilization, and deviations.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK – one-time purchase.\u003c\/strong\u003e No subscription. With a common structure for order IDs, resource IDs, and week codes, you can assess whether a planned week is overloaded and document decisions regarding rescheduling. It is a practical offline tool, not an ERP system, MES, or automated sequence optimizer.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#prod-innehall\"\u003eWhat is included\u003c\/a\u003e · \u003ca href=\"#prod-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#prod-guide\"\u003eHow to use the package\u003c\/a\u003e · \u003ca href=\"#prod-regler\"\u003eRules\u003c\/a\u003e · \u003ca href=\"#prod-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#prod-format\"\u003eFormat\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#e8f5ed;border-left:4px solid #238657;padding:16px 19px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eProfessionally and regulation-checked: October 9, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0 relevant for 2026\/2027. The templates have been compared with current public guidance on employer planning and risk assessment responsibilities, including the Swedish Work Environment Authority's AFS 2023:1 and 2023:2. No official certification, formal specialist review of your specific production, or guarantee of delivery results is included.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"prod-innehall\"\u003eWhat is included in the document package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003ePractical content\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Planning \u0026amp; Capacity Control – Routine\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eGovernance document with purpose, roles, weekly process, capacity calculations, pre-decision checks, deviation management, and decision log.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Order \u0026amp; Capacity Decision\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eForm for order details, standard time, resource, material, safety requirements, capacity assessment, decision, and follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSeparate user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eReview of each Excel sheet, real calculation examples, step-by-step instructions, common errors, limitations, and archiving.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Planning Working Sheet (English)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English working document for Swedish operations; not a full translation of the main templates.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Planning \u0026amp; Capacity in Excel\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSix sheets with order register, resource details, weekly capacity, overload warnings, deviations, and overview.\u003c\/td\u003e\n\n\u003ctd\u003eExcel XLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eA total of 9 files\u003c\/strong\u003e in one combined ZIP package: four editable Word documents (DOCX), four searchable PDF documents in A4, and one Excel workbook (XLSX). Main language: Swedish, with a supplementary English working form.\u003c\/p\u003e\n\n\u003ch2\u003eWho is this template for?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eProduction managers\u003c\/strong\u003e who want to view planned hours per week and resource; \u003cstrong\u003eworkshops and smaller manufacturing companies\u003c\/strong\u003e planning based on standard times; \u003cstrong\u003eprocess owners and supervisors\u003c\/strong\u003e who document bottlenecks, decisions, and rescheduling; as well as \u003cstrong\u003emaintenance and quality functions\u003c\/strong\u003e that need a common order ID for follow-up.\u003c\/p\u003e\n\n\u003ch2 id=\"prod-excel\"\u003eExcel – six tabs with functional calculations\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eAutomatic counts of orders, active orders, remaining order hours, weekly plan rows, overloads, and open deviations.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eResources\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e40 pre-prepared rows for resource ID, type, person responsible, gross hours per week, availability in percent, and net hours.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Orders\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 pre-prepared order rows with quantity, standard time in minutes per unit, total\/remaining hours, week code, resource ID, status, and delivery date.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eWeekly Capacity\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 planning rows per combination of week and resource. Net capacity, remaining order load, utilization, and capacity margin are calculated automatically.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDeviations\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 rows for obstacles, cause, consequence, responsibility, priority, action, date, status, and verification.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDefinitions, unit management, calculation examples, usage limits, and sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eFormulas use \u003cstrong\u003eremaining quantity × standard time ÷ 60\u003c\/strong\u003e for order hours and \u003cstrong\u003egross hours × availability\u003c\/strong\u003e for net capacity. The weekly resource load is summed only when the order's week code and resource ID match the capacity plan's code. Capacity rows display \u003cem\u003eOVERLOADED\u003c\/em\u003e when demand in calculated hours exceeds available net hours.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eIllustrative example:\u003c\/strong\u003e An order of 80 items with a standard time of 15 minutes equals 20 total order hours. When 20 items have been produced, 15 hours remain. A resource with 32 gross hours and 75% availability has 24 net hours. In this example, that results in 62.5% utilization if no other orders are assigned to the same week and resource. The delivery file contains no fabricated real orders.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff3d7;border-left:4px solid #d6a33a;padding:15px 19px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eImportant limitation:\u003c\/strong\u003e Planned capacity does not guarantee delivery. The workbook does not automatically monitor material shortages, setup times, staff competence and working time regulations, dependencies between operations, real suitability of different machines, work environment risks, or product quality requirements. Approval of the production plan is done manually.\u003c\/div\u003e\n\n\u003ch2 id=\"prod-guide\"\u003eHow to use the production planning package\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCollect facts.\u003c\/strong\u003e Identify production lines, machines, relevant standard times, and already decided delivery dates.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCreate resource IDs.\u003c\/strong\u003e Enter realistic weekly gross capacity and estimated availability percentage.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister production orders.\u003c\/strong\u003e Use a unique order ID, quantity, and standard time in \u003cem\u003eminutes per unit\u003c\/em\u003e. Enter the planned week in the format YYYY-WWW, for example, 2026-W042.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCreate a weekly plan.\u003c\/strong\u003e Add a row for the same week code and resource ID in the Weekly Capacity sheet, as well as the decided gross time and availability.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReview calculations.\u003c\/strong\u003e Check net capacity, remaining planned hours, utilization, and any overload warnings.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDecide on actions.\u003c\/strong\u003e In case of capacity conflicts: assess redistribution, new delivery dates, material, competence, safety, and actually possible extra capacity. Document decisions and customer communication.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eUpdate actual outcome.\u003c\/strong\u003e Report actual completed quantities and record deviations. Take versioned copies of approved plans.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003ch2\u003eCommon mistakes\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eUsing different week codes or resource IDs in the order and capacity sheets – this prevents the load from matching correctly.\u003c\/li\u003e\n\n\u003cli\u003eEntering the standard time in hours even though the input field refers to minutes.\u003c\/li\u003e\n\n\u003cli\u003eConfusing gross working time with actual available production time.\u003c\/li\u003e\n\n\u003cli\u003eForgetting setup time, maintenance, purchasing, personnel, and inspections that affect capacity.\u003c\/li\u003e\n\n\u003cli\u003eMarking an order as finished without simultaneously updating the actual quantity produced.\u003c\/li\u003e\n\n\u003cli\u003eViewing a green utilization indicator as proof that the production's work environment and product requirements are fulfilled.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"prod-regler\"\u003eProduction planning, work environment, and rules\u003c\/h2\u003e\n\n\u003cp\u003eThere is no general Swedish legal requirement to use a specific Excel template for production planning. However, employers are responsible for planning and organizing work safely. \u003cstrong\u003eAFS 2023:1\u003c\/strong\u003e includes obligations to regularly examine and assess work environment risks, including before making changes. \u003cstrong\u003eAFS 2023:2, Ch. 2 § 6\u003c\/strong\u003e deals with the prevention of unhealthy work pressure and ensuring that resources are adapted to the requirements of the work.\u003c\/p\u003e\n\n\u003cp\u003ePlanned utilization is merely a production administrative metric. It cannot replace risk assessment, working time monitoring, individual competence assessment, or actual safety measures. Furthermore, the employer must comply with applicable collective agreements, working time regulations, product-specific requirements, and safe routines during operation and changes.\u003c\/p\u003e\n\n\u003ch2 id=\"prod-faq\"\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eCan Excel automatically calculate production capacity?\u003c\/h3\u003e\n\n\u003cp\u003eYes, net capacity and weekly utilization are calculated when you enter gross hours, availability, and matching resource and week codes for orders. The real-world accuracy of the capacity is your responsibility.\u003c\/p\u003e\n\n\u003ch3\u003eDo I get a Gantt chart or automatic production sequencing?\u003c\/h3\u003e\n\n\u003cp\u003eNo. This is not an optimization engine and does not contain automatic machine sequences or a Gantt system. The focus is on realistic weekly and resource capacity.\u003c\/p\u003e\n\n\u003ch3\u003eCan I handle multiple production lines?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Each line or resource is given a unique resource ID; a separate weekly capacity row is used for each relevant combination of week and resource.\u003c\/p\u003e\n\n\u003ch3\u003eIs cost and inventory planning included?\u003c\/h3\u003e\n\n\u003cp\u003eNo, this package prioritizes capacity and case traceability. Full material requirements planning (MRP), inventory, and cost accounting are not included.\u003c\/p\u003e\n\n\u003ch3\u003eHow many orders can I register?\u003c\/h3\u003e\n\n\u003cp\u003eThe workbook has 80 prepared order rows, 40 resources, 100 weekly planning rows, and 80 deviation entries.\u003c\/p\u003e\n\n\u003ch3\u003eIs there an English version?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a supplementary English-language Production Planning Working Sheet is included. The main Swedish documents and the detailed guide are not fully translated.\u003c\/p\u003e\n\n\u003ch3\u003eDoes the product work in Microsoft Excel?\u003c\/h3\u003e\n\n\u003cp\u003eYes, XLSX is intended for modern Excel or compatible software. For the best results, a spreadsheet program with support for standard formulas and data validation is recommended.\u003c\/p\u003e\n\n\u003ch2 id=\"prod-format\"\u003eFormat, price, and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003eOne-time price \u003cstrong\u003e79 SEK\u003c\/strong\u003e. Delivered as a ZIP file with four Word files (DOCX), four searchable A4 PDFs, and an Excel workbook (XLSX). No physical shipping. Automatic digital customer delivery requires the ZIP file to be linked to the product variant in Shopify's Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.av.se\/arbetsmiljoarbete-och-inspektioner\/publikationer\/foreskrifter\/afs-20231\/\"\u003eSwedish Work Environment Authority – AFS 2023:1, Systematic Work Environment Management\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.av.se\/arbetsmiljoarbete-och-inspektioner\/publikationer\/foreskrifter\/afs-20232\/\"\u003eSwedish Work Environment Authority – AFS 2023:2, Planning, organizing and workload\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/verksamt.se\/\"\u003eVerksamt.se – Practical support for business\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eRelated products\u003c\/h2\u003e\n\n\u003cp\u003eComplement your planning with \u003ca href=\"\/en\/products\/maskinregister-forebyggande-underhall-excel-2026-2027\"\u003eMachine Register \u0026amp; Preventive Maintenance\u003c\/a\u003e for service and operational reliability, or \u003ca href=\"\/en\/products\/fmea-feleffektanalys-mall-excel-2026-2027\"\u003eFMEA – Failure Mode and Effects Analysis\u003c\/a\u003e for preventive risk analysis of processes.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: The product provides general planning support and does not constitute a legal, technical, or organization-specific specialist assessment. The results should always be verified against real resources, agreements, and applicable safety requirements.\u003c\/small\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003csection class=\"mallbutiken-related-guide\" aria-label=\"Related guide\"\u003e\u003ch2\u003eDeepen your knowledge with our guides\u003c\/h2\u003e\n\n\u003cp\u003eOverview of planning, material requirements, follow-up, and improvement.\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/produktion-kvalitetsledning-guide-mrp-oee-fmea-8d\"\u003eGuide to production management and quality management\u003c\/a\u003e\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655096189270,"sku":"PRODUKTIONSPLANERING-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_Produktionsplanering_Kapacitet_Hero_2027_d9f09ce3-ed1c-46a5-a3a1-a2731c9e0d03.png?v=1791501258"},{"product_id":"oee-tak-maskineffektivitet-excel-mall-2026-2027","title":"OEE \u0026 TAK – Machine Efficiency 2026\/2027 | Excel, Shift Logs \u0026 Downtime Word\/PDF","description":"\u003csection class=\"mb-product-description\" lang=\"sv\"\u003e\n\u003cp\u003e\u003cstrong\u003eOEE \u0026amp; TAK – Machine Efficiency 2026\/2027\u003c\/strong\u003e is a practical document package for production managers, manufacturing companies, machine operators, and quality managers who want to analyze how planned production time is used. You receive a professional OEE calculator in Excel with a shift register, downtime log, machine register, action follow-up, and a clear dashboard. In addition, editable Word templates and printable PDFs are included for shift reports, measurement routines, and user instructions.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eSEK 79, one-time purchase.\u003c\/strong\u003e No recurring fees. The tool works offline in compatible software but is not machine-integrated, an MES system, or an automatic alarm and safety system.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#oee-inne\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#oee-formel\"\u003eOEE formula\u003c\/a\u003e · \u003ca href=\"#oee-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#oee-guide\"\u003eHow to use\u003c\/a\u003e · \u003ca href=\"#oee-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#oee-kallor\"\u003eSources\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#e7f4eb;border-left:4px solid #2A865C;padding:15px 18px;margin:18px 0;\"\u003e\n\n\u003cstrong\u003eProfessionally reviewed: October 9, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0 – for 2026\/2027. The calculation principles have been verified against public OEE guides and the Swedish explanation of the TAK method. The templates are general work tools, not a certified measurement solution or an assessment of machine safety. ISO standard texts or claimed ISO certification are not included.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"oee-inne\"\u003eWhat is included in the package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument or tool\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOEE\/TAK – measurement routine\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDefinitions, scope, responsibilities, measurement method, control points, and version control.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eShift log \u0026amp; downtime\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eShift ID, time data, production volumes, causes of stoppages, calculation verification, and decided improvements.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eSeparate user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions for all Excel sheets, a realistic calculation example, data quality, pitfalls, checklist, and sources.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOEE – Shift Working Sheet (English)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English shift worksheet for staff in Swedish operations – not a complete translation of all documents.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOEE \u0026amp; TAK in Excel\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSix sheets for machines, shift data, downtime, actions, instructions, and a dashboard with calculated KPIs.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of nine files:\u003c\/strong\u003e four Word (DOCX), four searchable A4-PDFs, and one Excel (XLSX), gathered in a ZIP file. Swedish is the primary language with an English working template as a supplement.\u003c\/p\u003e\n\n\u003ch2\u003eWho is the OEE template for?\u003c\/h2\u003e\n\n\u003cp\u003eThe template is particularly useful for small and medium-sized \u003cstrong\u003eindustrial companies, CNC workshops, manufacturing operations, production managers, and quality teams\u003c\/strong\u003e who need to track recurring stoppages, pace deficiencies, and scrap rates across different shifts. It can be used both for the initial implementation of a simpler TAK workflow and as an additional analysis base for existing production follow-up.\u003c\/p\u003e\n\n\u003ch2 id=\"oee-formel\"\u003eHow do you calculate OEE\/TAK?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eOEE = Availability × Performance × Quality.\u003c\/strong\u003e The three factors must be calculated from the same machine and time period:\u003c\/p\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAvailability (A)\u003c\/strong\u003e = (planned production time − downtime) \/ planned production time.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePerformance (P)\u003c\/strong\u003e = (verified ideal time in seconds\/unit × total produced quantity) \/ (operating time in minutes × 60).\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eQuality (Q)\u003c\/strong\u003e = (total produced quantity − scrapped units) \/ total produced quantity.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eCalculation example:\u003c\/strong\u003e Planned production time 420 minutes, downtime 42 minutes, ideal time 30 seconds per unit, and 680 units produced, of which 20 are scrapped. Availability becomes 90.0%, performance approximately 89.95%, quality approximately 97.06%, and \u003cstrong\u003eOEE approximately 78.57%\u003c\/strong\u003e. In Excel, the calculation is performed automatically once the necessary information has been entered and the downtime follow-up has been approved.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff4d6;border-left:4px solid #d9a13a;padding:15px 18px;margin:17px 0;\"\u003e\n\n\u003cstrong\u003eImportant:\u003c\/strong\u003e Performance exceeding 100 percent is usually a reason to check the ideal time, time units, stop definition, or production volume. In this case, the calculator will show a data warning instead of using a misleading OEE value. A universal “world-class limit” is not a legal requirement or an appropriate goal for all machines.\u003c\/div\u003e\n\n\u003ch2 id=\"oee-excel\"\u003eThe Excel tool – six interconnected worksheets\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eSheet\u003c\/th\u003e\n\n\u003cth\u003ePractical function\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eNumber of shifts, reviewed shifts, average OEE and its sub-factors, summed downtime minutes, data warnings, and open actions.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMachines\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e50 rows for machine ID, name, process, responsible person, and reference to ideal time.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eShift data\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 rows with planned time, ideal time, volumes, scrap, and automatic OEE formula, plus data status check.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDowntime\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e180 rows for stop ID, shift ID, machine, cause, stop time, and performed action. Stop time is automatically summed to the matching shift.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eActions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 improvement issues with loss category, responsible person, target date, status, effect check, and evidence reference.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDefinitions, correct time units, step-by-step usage, method limitations, and source references.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eExcel uses a unique \u003cstrong\u003eShift ID\u003c\/strong\u003e to link shifts and downtime together. For example, you register a shift with ID \u003cem\u003eSK-2026-0001\u003c\/em\u003e and use the same ID for all stoppages within that shift. Once you have checked the downtime log, mark it as reviewed. Calculations only begin when there is sufficiently reliable data.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003ePlease note:\u003c\/strong\u003e The dashboard average consists of simple averages over shifts with approved data status, not a separately weighted total OEE for an entire factory. An incomplete shift will not receive a final OEE value. For comparisons, you must use a consistent definition of downtime, ideal time, and approved output.\u003c\/p\u003e\n\n\u003ch2 id=\"oee-guide\"\u003eHow to get started – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine the method:\u003c\/strong\u003e select the relevant machine, product, reporting period, and a consistent definition of planned production time.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eVerify ideal time:\u003c\/strong\u003e use a realistic and documented cycle time in seconds per unit for the correct process.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCreate machine and shift IDs:\u003c\/strong\u003e use the same designation in all registers.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eEnter real shift data:\u003c\/strong\u003e minutes, total production, and scrap.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister downtime:\u003c\/strong\u003e enter stop causes and stop time in the separate log with the correct Shift ID.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReview data:\u003c\/strong\u003e confirm the downtime log and check the data status before drawing conclusions.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eIdentify main loss:\u003c\/strong\u003e compare availability, performance, and quality with previous, comparable periods.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFollow up on improvements:\u003c\/strong\u003e document the action, responsibility, deadline, and actual measured effect.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eCommon pitfalls\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eMixing minutes and seconds in the pace and time data.\u003c\/li\u003e\n\n\u003cli\u003eExcluding changeover time in some shifts but including it in others.\u003c\/li\u003e\n\n\u003cli\u003eRegistering the same downtime multiple times.\u003c\/li\u003e\n\n\u003cli\u003eCounting reworked units as approved without a documented and consistent definition.\u003c\/li\u003e\n\n\u003cli\u003eTreating high OEE as proof of safe operation, sufficient staffing, or high economic profitability.\u003c\/li\u003e\n\n\u003cli\u003eStating an improvement as verified without new measurement data.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eOEE and legal or technical requirements\u003c\/h2\u003e\n\n\u003cp\u003eOEE\/TAK is a method for production follow-up – \u003cstrong\u003enot a general statutory KPI\u003c\/strong\u003e for all Swedish companies. The ISO 22400 series can provide support for terminology and KPIs in production, but protected standard text is not included here. The calculator does not replace work environment risk assessments, machine safety requirements, product control, certification, or industry-specific obligations.\u003c\/p\u003e\n\n\u003ch2 id=\"oee-faq\"\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eWhat are OEE and TAK?\u003c\/h3\u003e\n\n\u003cp\u003eOverall Equipment Effectiveness, often called TAK in Swedish operations, is a combined measure of availability, performance, and quality during defined production time.\u003c\/p\u003e\n\n\u003ch3\u003eIs an OEE calculator in Excel better than a full MES system?\u003c\/h3\u003e\n\n\u003cp\u003eThey are different solutions. This product is affordable and stand-alone for manual follow-up, but it does not automatically collect data from machines and does not include real-time monitoring or advanced production control.\u003c\/p\u003e\n\n\u003ch3\u003eWhat do I do if my OEE is displayed as empty?\u003c\/h3\u003e\n\n\u003cp\u003eCheck if the Shift ID, planned time, ideal time, volumes, scrap, and downtime log are complete, and if the downtime log is marked as reviewed. Also, check if an incorrect cycle time value has been flagged.\u003c\/p\u003e\n\n\u003ch3\u003eIs downtime analysis included?\u003c\/h3\u003e\n\n\u003cp\u003eYes. A separate log can register multiple stops per shift and compile stop time into the shift calculation. Cause and action can be documented separately.\u003c\/p\u003e\n\n\u003ch3\u003eCan the tool be used for different machines?\u003c\/h3\u003e\n\n\u003cp\u003eYes. The machine register has space for 50 machines and the shift register for 120 shifts. The exact same measurement definitions should be used when comparing results.\u003c\/p\u003e\n\n\u003ch3\u003eAre there English files available?\u003c\/h3\u003e\n\n\u003cp\u003eYes, an English shift worksheet is included as a supplement for Swedish operations. The main documents and the user guide are in Swedish.\u003c\/p\u003e\n\n\u003ch3\u003eAre the PDF files editable forms?\u003c\/h3\u003e\n\n\u003cp\u003eThe Word documents are editable. The PDF files are searchable and printable but are not supplied as interactive, fillable AcroForm forms.\u003c\/p\u003e\n\n\u003ch2\u003eFormat and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003ePrice \u003cstrong\u003eSEK 79\u003c\/strong\u003e. Digital ZIP with \u003cstrong\u003e4 DOCX, 4 PDF, and 1 XLSX\u003c\/strong\u003e. No physical shipping. Automated customer delivery in Shopify assumes that the ZIP file has been correctly linked to the product variant in Digital Products.\u003c\/p\u003e\n\n\u003ch2 id=\"oee-kallor\"\u003eMethod sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.oee.com\/calculating-oee\/\"\u003eOEE.com – Calculate OEE\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.oee.com\/oee-factors\/\"\u003eOEE.com – Availability, Performance, Quality\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/goodsolutions.se\/artiklar\/vad-%C3%A4r-oee-och-hur-ber%C3%A4knas-det\"\u003eGood Solutions – Vad är OEE och hur beräknas det?\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eRelated documents\u003c\/h2\u003e\n\n\u003cp\u003eFor forward-looking capacity planning: \u003ca href=\"\/en\/products\/produktionsplanering-kapacitetskalkyl-excel-2026-2027\"\u003eProduction Planning \u0026amp; Capacity Calculator\u003c\/a\u003e. For scheduled machine maintenance: \u003ca href=\"\/en\/products\/maskinregister-forebyggande-underhall-excel-2026-2027\"\u003eMachine Register \u0026amp; Preventive Maintenance\u003c\/a\u003e. For preventive process risks: \u003ca href=\"\/en\/products\/fmea-feleffektanalys-mall-excel-2026-2027\"\u003eFMEA – Failure Mode and Effects Analysis\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: This is a general documentation and calculation tool, not a safety certification, site inspection, or guarantee of production, work environment, or quality requirements. Adapt the measurement method and usage to your operation's actual conditions.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e\n\u003csection class=\"mallbutiken-related-guide\" aria-label=\"Related guide\"\u003e\u003ch2\u003eDeepen your knowledge with our guides\u003c\/h2\u003e\n\n\u003cp\u003eGet formulas and examples for availability, performance, and quality.\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/oee-tak-berakna-maskineffektivitet\"\u003eHow to calculate OEE and TAK\u003c\/a\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/produktion-kvalitetsledning-guide-mrp-oee-fmea-8d\"\u003eOverview: production control and quality management\u003c\/a\u003e\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655149994326,"sku":"OEE-TAK-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_OEE_TAK_Huvudbild_2027_51289ab4-d8b8-4688-985b-e30944f7dc3c.png?v=1791503038"},{"product_id":"materialbehovsplanering-mrp-inkopsplan-excel-2026-2027","title":"Material Requirements Planning \u0026 Purchasing Planning MRP Light 2026\/2027 – Excel, Word \u0026 PDF","description":"\u003csection class=\"mb-product-description\" lang=\"en\"\u003e\n\u003cp\u003e\u003cstrong\u003eMaterial Requirements Planning \u0026amp; Purchasing Planning – MRP Light 2026\/2027\u003c\/strong\u003e is an editable toolkit for smaller manufacturers, workshops, production managers, and purchasing agents who need to plan components before production begins. It combines a professional Excel sheet with document templates for material planning routines, purchasing decisions, a detailed user guide, and an English working template.\u003c\/p\u003e\n\n\u003cp\u003eUsing a \u003cstrong\u003esingle-level Bill of Materials (BOM)\u003c\/strong\u003e and planned finished product orders, the gross requirements for purchased components are calculated. Excel then accounts for stock balances, safety stock, confirmed incoming deliveries, and ordering terms to suggest what needs to be purchased. This means less manual calculation and clearer documentation for responsible purchasing decisions.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003ePrice 79 SEK as a one-time purchase\u003c\/strong\u003e – no subscription. This product is a limited and transparent \u003cem\u003eMRP Light\u003c\/em\u003e tool, not an ERP system, advanced multi-level MRP, or automatic inventory bookkeeping system.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#mrp-paket\"\u003eIncluded\u003c\/a\u003e · \u003ca href=\"#mrp-excel\"\u003eExcel Tool\u003c\/a\u003e · \u003ca href=\"#mrp-berakning\"\u003eCalculation Example\u003c\/a\u003e · \u003ca href=\"#mrp-steg\"\u003eHow it works\u003c\/a\u003e · \u003ca href=\"#mrp-risker\"\u003eLimitations\u003c\/a\u003e · \u003ca href=\"#mrp-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#mrp-kallor\"\u003eSources\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#E8F5EE;border-left:4px solid #348456;padding:15px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eLegally and\/or technically reviewed: October 7, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0, intended for 2026\/2027. Formulas and control values have been tested, and the method description has been source-checked against public information regarding material requirements planning. The marking refers to an internal editorial\/technical review, not external certification, site audit, or an individual legal opinion.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"mrp-paket\"\u003eWhat is included in the MRP package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMaterial Planning Routine\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eResponsibilities, data sources, work methodology, BOM control, decisions, deviation handling, and archiving.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMaterial \u0026amp; Purchasing Decisions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003ePrintable control and decision protocol for purchasing quantities, supplier data, deviations, and approval.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed Swedish User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eReview of all seven tabs, preparations, step-by-step instructions, calculation examples, common errors, and division of responsibilities.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMaterial Planning – Working Sheet (English)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English working sheet for personnel in Swedish companies. Not a complete translation of every Swedish document.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMaterial Requirements \u0026amp; MRP Light\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eExcel workbook with integrated registers, BOMs, material requirements, purchase suggestions, control tab, and dashboard.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003e9 delivery files in one ZIP:\u003c\/strong\u003e 4 DOCX, 4 searchable A4-PDFs, and 1 XLSX. Swedish is the primary language; an English working sheet is included.\u003c\/p\u003e\n\n\u003ch2\u003eWhich businesses is the tool suitable for?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eSmall industrial companies\u003c\/strong\u003e with recurring finished products and clear component BOMs, \u003cstrong\u003eworkshops and assemblers\u003c\/strong\u003e that need to order material for specific jobs, \u003cstrong\u003eproduction planners\u003c\/strong\u003e who want to derive material needs from product orders, and \u003cstrong\u003epurchasing agents\u003c\/strong\u003e who want to consolidate component data, purchase terms, and individual decisions.\u003c\/p\u003e\n\n\u003cp\u003eMRP Light is best suited for a straightforward product structure where a finished product consumes purchased components at \u003cstrong\u003ea single BOM level\u003c\/strong\u003e. For intermediate products with their own underlying BOMs and multiple levels, you should use a more advanced MRP method.\u003c\/p\u003e\n\n\u003ch2 id=\"mrp-excel\"\u003eExcel – seven worksheets with calculation functions\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eWhat can you do?\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDashboard with registered components, BOM lines, orders, components requiring purchase, calculated purchase value, and data warnings.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eItems\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 component lines for component ID, unit, balance, safety stock, confirmed incoming quantity, lead time, minimum order size, order multiple, unit price, and date. Gross, net, purchase suggestions, and value are calculated.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eBOM\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 lines for finished product, component, quantity per finished unit, and scrap percentage. Summarizes input order volumes per product and calculates gross requirements per line.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOrder Requirements\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e100 order lines with ID, finished product ID, volume, due date, customer\/project, and verification of whether the product's BOM exists.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003ePurchasing Plan\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 lines to retrieve suggested quantities and calculated value via component ID, along with actual ordered quantity, order number, confirmed delivery, and receipt.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eControl\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eCompilation of orders without a BOM, components missing from the item register, items with requirements, missing due dates, and potential item ID duplicates.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eTab-by-tab guide, defined limitations, and methodology sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eThe workbook has clear headings, frozen top rows, input fields, data validation for certain status fields, and an automatic overview. It is designed for manual use offline in Microsoft Excel or compatible software.\u003c\/p\u003e\n\n\u003ch2 id=\"mrp-berakning\"\u003eHow the MRP calculation works – a concrete example\u003c\/h2\u003e\n\n\u003cp\u003eAssume you are going to manufacture \u003cstrong\u003e40 finished products\u003c\/strong\u003e. Each product requires \u003cstrong\u003e3 components\u003c\/strong\u003e and you have accounted for \u003cstrong\u003e5% scrap\u003c\/strong\u003e. The gross requirement for the component will be 40 × 3 × 1.05 = \u003cstrong\u003e126 units\u003c\/strong\u003e after rounding up.\u003c\/p\u003e\n\n\u003cp\u003eAt the same time, you have 40 units in stock, require 10 units in safety stock, and have 20 units in actual confirmed incoming deliveries. The net requirement therefore becomes \u003cstrong\u003e126 + 10 − 40 − 20 = 76 units\u003c\/strong\u003e. If the minimum order quantity is 50 units and the order multiple is 10 units, Excel suggests a purchase of \u003cstrong\u003e80 units\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003cp\u003eWith a unit price of 15 SEK, this corresponds to a \u003cstrong\u003ecalculated purchase value of 1,200 SEK excluding any VAT\u003c\/strong\u003e. The calculation determines this value but does not purchase material and does not automatically determine correct VAT or delivery time.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#FFF3D6;border-left:4px solid #D6A23A;padding:15px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eImportant limitation:\u003c\/strong\u003e This is an \u003cem\u003eaggregate material requirements calculation\u003c\/em\u003e, not a fully time-phased MRP. Orders from the input data are aggregated over the entire planning horizon. No components are automatically reserved for individual orders, no multi-level BOM is exploded, and balances are not updated when a purchase order is placed or when material is used.\u003c\/div\u003e\n\n\u003ch2 id=\"mrp-steg\"\u003eHow to use material requirements planning\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSelect planning horizon and order selection.\u003c\/strong\u003e Collect only the production and customer orders that are actually to be calculated. Remove canceled orders from the selection before calculating.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister purchased components.\u003c\/strong\u003e Give each component a unique ID, enter unit, actual stock, safety stock, and confirmed incoming deliveries.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCreate single-level BOMs.\u003c\/strong\u003e List which components are needed per finished product, how many, and if a verified scrap allowance is needed.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eEnter planned finished product orders.\u003c\/strong\u003e Use a product ID that matches the BOM and enter the requested quantity.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck automatic gross calculation and net requirements.\u003c\/strong\u003e Verify that no component or BOM is missing and that units are comparable.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssess lead time and dates.\u003c\/strong\u003e State when the component is needed at the latest. The calculated order date subtracts calendar days and needs to be reviewed against holidays, transport times, and the supplier's actual order handling.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eMake actual purchasing decisions.\u003c\/strong\u003e Check MOQ, order multiple, agreements, price, and supplier confirmation. Document decisions in the separate protocol.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eKeep balances current.\u003c\/strong\u003e Register purchase orders, deliveries, and actual stock events in correct systems or your own controlled routines. Then update the calculation.\u003c\/li\u003e\n\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"mrp-risker\"\u003eImportant error sources and when you need more than Excel\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eBOM version:\u003c\/strong\u003e Incorrect component consumption results in incorrect material requirements even if the formula is mathematically correct.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eStock and reservations:\u003c\/strong\u003e Available balance may be lower than physical balance if material is reserved for other orders.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eComponents in multiple products:\u003c\/strong\u003e Excel sums component requirements across matching BOM lines, provided codes are unique and consistent.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eLead time:\u003c\/strong\u003e Calculated order dates use calendar days, not a separate supplier calendar or working day model.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eUnits:\u003c\/strong\u003e Never mix meters, kilograms, or pieces without a documented unit conversion.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eConfirmed incoming:\u003c\/strong\u003e Confused or double-counted incoming deliveries can create misleading purchase suggestions.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eComplex business:\u003c\/strong\u003e Multi-level BOM, multiple warehouses, traceability requirements, batch control, dynamic weekly plans, and automatic transactions require special systems or customized controls.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eWhat applies according to Swedish regulations?\u003c\/h2\u003e\n\n\u003cp\u003eThere is \u003cstrong\u003eno general Swedish legal requirement that all companies must use a specific MRP template\u003c\/strong\u003e. Material requirements planning is an administrative method. However, actual purchasing, documentation, inventory management, accounting, and products may be covered by separate contractual, accounting, work environment, or product safety requirements. A purchasing plan is not a binding supplier contract, a goods receipt check, an accounting voucher, or proof of product safety.\u003c\/p\u003e\n\n\u003ch2 id=\"mrp-faq\"\u003eFrequently asked questions and answers\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is the difference between production planning and material requirements planning?\u003c\/h3\u003e\n\n\u003cp\u003eProduction planning assesses when and with what resources something should be manufactured. Material requirements planning calculates which components are needed for the planned production and what purchasing requirements remain after stock and planned deliveries.\u003c\/p\u003e\n\n\u003ch3\u003eCan the template calculate net requirements and purchase suggestions?\u003c\/h3\u003e\n\n\u003cp\u003eYes. With complete registered component, BOM, and order data, Excel calculates total gross\/net requirements and suggestions using MOQ and order multiple. Calculation results should be reviewed before ordering.\u003c\/p\u003e\n\n\u003ch3\u003eAre multi-level BOMs or MRP per calendar week supported?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The product is explicitly limited to single-level BOMs and aggregated requirements for a specified selection. It is an MRP Light model without automatic time-phased planning.\u003c\/p\u003e\n\n\u003ch3\u003eIs the stock balance updated automatically when an order is manufactured or a purchase is received?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Inventory is manually entered and must be kept accurate by the company. Actual purchase orders in the purchasing plan are separate registration items.\u003c\/p\u003e\n\n\u003ch3\u003eIs a user guide and English version included?\u003c\/h3\u003e\n\n\u003cp\u003eYes. A detailed guide in Swedish and a separate supplementary working sheet in English are included. The main Swedish documents are not fully translated.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use the Excel tool as a purchase contract or invoice?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It is a calculation and decision support tool. For commercial agreements, invoicing, and accounting, correct documents and routines are needed.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use the template for many items and customers?\u003c\/h3\u003e\n\n\u003cp\u003eThe workbook has prepared rows for 80 purchased components, 120 BOM lines, 100 finished product orders, and 80 purchasing plan lines. For larger volumes, a more advanced business system is recommended.\u003c\/p\u003e\n\n\u003ch2\u003eFormat, price, and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK\u003c\/strong\u003e, one-time purchase. Delivered as a ZIP with four Word files (DOCX), four searchable A4-PDFs, and one Excel workbook (XLSX). The files can be used offline in compatible software. The product is digital and requires no physical shipping. Automatic download after purchase assumes the ZIP file is linked to the correct Shopify variant in Digital Products.\u003c\/p\u003e\n\n\u003ch2 id=\"mrp-kallor\"\u003eMethodological sources and further reading\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.mallar.biz\/mall\/material-inkopsplanering\"\u003eMallar.biz – Material and Purchasing Planning (MRP)\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/usersolutions.com\/excel-templates\/mrp\"\u003eUser Solutions – Material Requirements Planning, Excel\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/stocksmith.io\/mrp-excel\"\u003eStocksmith – MRP, BOMs, and inventory requirements\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eRelated products on Mallbutiken.se\u003c\/h2\u003e\n\n\u003cp\u003eSupplement with \u003ca href=\"\/en\/products\/produktionsplanering-kapacitetskalkyl-excel-2026-2027\"\u003eProduction Planning \u0026amp; Capacity Calculation\u003c\/a\u003e when you also need resources and machine hours, or \u003ca href=\"\/en\/products\/leverantorsbedomning-leverantorsuppfoljning-excel-2026-2027\"\u003eSupplier Assessment \u0026amp; Supplier Follow-up\u003c\/a\u003e for quality and supplier assessment. The \u003ca href=\"\/en\/products\/maskinregister-forebyggande-underhall-excel-2026-2027\"\u003eMachine Register \u0026amp; Preventive Maintenance\u003c\/a\u003e is also relevant within the same production cluster.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: The documents are general planning aids and cannot guarantee actual balances, error-free BOMs, correct prices, or agreed delivery times. They do not replace technical, legal, or accounting specialist assessment when required.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e\n\u003csection class=\"mallbutiken-related-guide\" aria-label=\"Related guide\"\u003e\u003ch2\u003eDeepen your knowledge with our guides\u003c\/h2\u003e\n\n\u003cp\u003eSee how you use BOMs, inventory, and lead times to plan purchases.\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/materialbehovsplanering-mrp-stycklista-inkop\"\u003eMaterial Requirements Planning with MRP – step by step\u003c\/a\u003e\u003c\/p\u003e\n\n\u003cp\u003e\u003ca href=\"\/en\/blogs\/foretag\/produktion-kvalitetsledning-guide-mrp-oee-fmea-8d\"\u003eOverview: production management and quality management\u003c\/a\u003e\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655157236054,"sku":"MRP-LIGHT-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_materialbehov_mrp_light_hero_2027_7131c305-6c93-4e60-83be-04092d2da263.png?v=1791503764"},{"product_id":"inkopsorder-leveransbevakning-excel-2026-2027","title":"Purchase Order \u0026 Delivery Monitoring 2026\/2027 – Purchase Order, Backorder \u0026 Excel | Word\/PDF","description":"\u003csection class=\"mb-product-description\" lang=\"en\"\u003e\n\u003cp\u003e\u003cstrong\u003ePurchase Order \u0026amp; Delivery Tracking 2026\/2027\u003c\/strong\u003e is a professional template package for purchasers, small businesses, and manufacturing companies that want to order goods clearly and track orders, partial deliveries, backorders, and delivery discrepancies. The package includes an editable purchase order, a goods receipt protocol, a comprehensive Swedish user guide, a supplementary English worksheet, and a functional Excel register with six tabs.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003ePrice: 79 SEK – one-time purchase.\u003c\/strong\u003e No subscription required. The documents are used manually in compatible Word, PDF, and Excel software. Excel does not send orders, automatically retrieve supplier data, or update stock balances in separate ERP systems.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#inkop-paket\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#inkop-excel\"\u003eExcel tools\u003c\/a\u003e · \u003ca href=\"#inkop-steg\"\u003eWorkflow\u003c\/a\u003e · \u003ca href=\"#inkop-ratt\"\u003eLegal information\u003c\/a\u003e · \u003ca href=\"#inkop-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#inkop-leverans\"\u003eFormat and delivery\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#e8f5ed;border-left:4px solid #278552;padding:15px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eLegally and technically reviewed: October 9, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0, intended for 2026\/2027. Legal limitations have been checked against the current Sale of Goods Act (Köplagen), Verksamt’s guidance on tenders and acceptance, and the Swedish Tax Agency's invoicing rules. The labeling refers to editorial review, not government approval or individual legal specialist assessment.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"inkop-paket\"\u003eWhat is included in the document package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eFile\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003ePurchase Order \/ Order Form\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eBuyer, supplier, PO ID, order date, delivery address, line items, quantity, unit price, contract reference, delivery and payment terms, and confirmation requirements.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDelivery Receipt \u0026amp; Discrepancy\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eReceipt protocol with ordered, approved, and rejected quantities, backorders, documentation reference, and action decisions.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed Swedish User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eEight steps from order to receipt, practical input rules, legalities, confidentiality, common errors, and official sources.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003ePurchase Order \u0026amp; Delivery Tracking\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eEnglish worksheet for purchase and delivery references in Swedish operations. Not a complete translation of all Swedish files.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOrder Register \u0026amp; Delivery Tracking\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eExcel with six worksheets, formulas for order values, actual delivery, remaining quantity, and follow-up alerts.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of 9 delivery files:\u003c\/strong\u003e 4 editable Word documents, 4 searchable A4 PDFs, and 1 Excel workbook. Swedish is the primary language with a supplementary English worksheet. All files are delivered in a ZIP.\u003c\/p\u003e\n\n\u003ch2\u003eWho is this purchase template for?\u003c\/h2\u003e\n\n\u003cp\u003eThe product is suitable for \u003cstrong\u003epurchasing managers\u003c\/strong\u003e who order from multiple suppliers, \u003cstrong\u003eworkshops and manufacturing companies\u003c\/strong\u003e that need traceability between material orders and deliveries, \u003cstrong\u003ee-commerce and trading companies\u003c\/strong\u003e with recurring purchases, and \u003cstrong\u003esmall businesses\u003c\/strong\u003e that do not use a comprehensive ERP system. It can be used independently of material requirements planning, but naturally serves as the next manual step after an MRP report.\u003c\/p\u003e\n\n\u003ch2 id=\"inkop-excel\"\u003eExcel – six sheets with real-world formulas\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eAutomatic summary of registered purchase orders, ordered and received value, open residual value, tracking alerts, over-deliveries, and open discrepancies.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOrder Register\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 rows with PO ID, supplier, ordered and confirmed delivery date, manual order status, currency, automatic value, and tracking alert.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOrder Lines\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e120 rows with item, line number, ordered quantity, unit, price, received quantity from delivery log, remaining quantity, and warnings for over-delivery or duplicate line numbers.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDeliveries\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e160 registrations of actual approved and rejected received quantity, delivery note, date, and receipt officer. PO ID and line number connect the receipt to the order line.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDiscrepancies\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 entries for shortages, delays, damages, documentation errors, or price issues with responsibility, internal target date, and verified closure.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDescription of input logic and linked official guidance.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eCalculation example:\u003c\/strong\u003e 10 ordered items × 200 SEK excluding VAT gives an order of 2,000 SEK. Two approved partial deliveries of 4 and 3 items respectively give 7 received, 3 remaining, and an open residual value of 600 SEK. Excel calculates these values automatically when the correct PO ID and line number are used.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#FFF4D9;border-left:4px solid #D6A53B;padding:15px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eImportant limitations:\u003c\/strong\u003e Excel is not a purchase contract, invoice, inventory accounting, or an automatic order and payment system. Formulas calculate amounts excluding VAT and do not convert currencies. Do not sum order amounts in different currencies as if they were the same currency. An internal delay alert does not automatically mean the supplier is in legal default.\u003c\/div\u003e\n\n\u003ch2 id=\"inkop-steg\"\u003eHow to use the package – eight steps\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister the order.\u003c\/strong\u003e Create a unique PO ID and note the buyer, supplier, date, and relevant quote\/framework agreement.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister order lines.\u003c\/strong\u003e Enter item, line number, ordered quantity, unit, and agreed unit price excluding VAT.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReview before sending.\u003c\/strong\u003e Check delivery address, delivery terms, authority to order, and which documents or specifications should be included.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSave supplier confirmation.\u003c\/strong\u003e Register the actual confirmation and confirmed delivery date. The customer's or buyer's original request is not the same as the agreed date.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReceive delivery.\u003c\/strong\u003e Check quantity and condition. Register the approved received quantity to the correct PO ID and line number. Rejected quantity is documented separately.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eTrack backorders.\u003c\/strong\u003e Review remaining quantity and order value, and follow up on missing dates or passed internal follow-up dates.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument discrepancies.\u003c\/strong\u003e Describe the difference from the contract and make any claims according to applicable law and contractual terms.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eClose in a controlled manner.\u003c\/strong\u003e Do not close manually until delivery, backorders, discrepancies, and invoice documentation have been reconciled.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"inkop-ratt\"\u003ePurchase orders, contracts, and the Sale of Goods Act – what applies?\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eA purchase order is not automatically a completed contract.\u003c\/strong\u003e Whether a binding contract arises depends on factors such as offers, acceptance, previous negotiations, and agreed terms. Verksamt explains the importance of clear terms and order confirmation. A supplier's confirmation with changes must be reviewed separately.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eThe Sale of Goods Act (1990:931)\u003c\/strong\u003e may be applicable to the purchase of movable property between businesses. According to Section 3, agreements, commercial usage, or practices take precedence over many of the Act's provisions. Legal consequences for delays or defects must therefore be assessed based on the specific transaction, and a delayed Excel date never determines the issue alone.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eA purchase order is not an invoice.\u003c\/strong\u003e Invoice content is regulated by, among others, the VAT Act and is guided by the Swedish Tax Agency. The package's order amounts and registered deliveries do not automatically become accounting vouchers or tax documents. Verify the supplier's invoice, correct VAT, currency, and other accounting requirements separately.\u003c\/p\u003e\n\n\u003cp\u003eFor international purchases, public procurement, transport terms, and goods with special security or import requirements, other rules and agreements may be relevant. Seek help from a purchasing or legal specialist when the risks or value of the business justify it.\u003c\/p\u003e\n\n\u003ch2\u003eCommon pitfalls\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eConfusing the requested delivery date with the supplier's actually confirmed date.\u003c\/li\u003e\n\n\u003cli\u003eUsing different PO IDs or line numbers on order lines and delivery registrations.\u003c\/li\u003e\n\n\u003cli\u003eCounting damaged or rejected goods as approved received.\u003c\/li\u003e\n\n\u003cli\u003eEntering the same delivery twice, thus creating over-delivery in the register.\u003c\/li\u003e\n\n\u003cli\u003eConfusing an open residual value with a booked debt.\u003c\/li\u003e\n\n\u003cli\u003eUsing order status \"Delivered\" despite remaining backorders without examining the situation.\u003c\/li\u003e\n\n\u003cli\u003eAssuming an order automatically implies a contract or that a delivery registration is a formal claim.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"inkop-faq\"\u003eCommon questions and answers\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is a purchase order?\u003c\/h3\u003e\n\n\u003cp\u003eAn ordering document with reference numbers, goods or services, quantity, price, and terms. It makes it easier to consolidate what has been sent to the supplier and what has subsequently been confirmed and delivered.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel automatically calculate backorders?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Approved received quantities are summed per combination of PO ID and order line. Remaining quantity and residual value are then shown automatically based on the registered data.\u003c\/p\u003e\n\n\u003ch3\u003eCan the package be used after MRP Light?\u003c\/h3\u003e\n\n\u003cp\u003eYes. MRP Light helps you calculate material requirements and purchase proposals. This product then helps you document orders and track actual incoming deliveries. However, there is no automatic file integration.\u003c\/p\u003e\n\n\u003ch3\u003eCan I track multiple suppliers and different purchase orders?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Excel contains prepared rows for 80 purchase orders, 120 order lines, and 160 partial deliveries. Each order requires its own PO ID.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel support VAT and currency conversion?\u003c\/h3\u003e\n\n\u003cp\u003eAmounts are registered excluding VAT. No automatic VAT assessment or currency conversion is included. The overview's total amount should only be compared when all relevant orders use the same currency.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel send the order or notify about late deliveries?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The tool works offline and does not send orders, messages, or automatic email reminders.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English version included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a supplementary English worksheet is included for companies operating in Sweden. The primary Swedish templates and the user guide are not fully translated.\u003c\/p\u003e\n\n\u003ch2 id=\"inkop-leverans\"\u003eFile formats, price, and digital delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK\u003c\/strong\u003e, digital one-time purchase. ZIP with four DOCX files, four searchable A4 PDFs, and one XLSX file. No physical goods are sent. For automatic delivery after purchase, the ZIP file must be linked to the correct Shopify variant in Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/offert-och-anbud\"\u003eVerksamt\/Swedish Agency for Economic and Regional Growth – Offer and tender\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/koplag-1990931_sfs-1990-931\/\"\u003eThe Riksdag – Sale of Goods Act (1990:931)\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.skatteverket.se\/foretagorganisationer\/moms\/saljavarorochtjanster\/fakturering.4.58d555751259e4d66168000403.html\"\u003eSwedish Tax Agency – Invoicing rules\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eSupplementary products\u003c\/h2\u003e\n\n\u003cp\u003eTo calculate what needs to be ordered, you can combine the product with \u003ca href=\"\/en\/products\/materialbehovsplanering-mrp-inkopsplan-excel-2026-2027\"\u003eMaterial Requirements Planning – MRP Light\u003c\/a\u003e. For checking supplier performance, there is \u003ca href=\"\/en\/products\/leverantorsbedomning-leverantorsuppfoljning-excel-2026-2027\"\u003eSupplier Assessment \u0026amp; Supplier Follow-up\u003c\/a\u003e. For clear contracts, you can use \u003ca href=\"\/en\/products\/leverantorsavtal-supplier-agreement-2026-2027-word-pdf-english-svensk-ratt\"\u003eSupplier Agreement\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: The documents are general administrative and contract-related work tools. They do not replace individually designed contracts, ERP systems, VAT accounting, special inspections, or legal advice.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655190102358,"sku":"INKOPSORDER-LEVERANS-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_inkopsorder_leveransbevakning_hero_2027_559da26d-34fb-4814-a55b-67e7258b8d01.png?v=1791505205"},{"product_id":"produktionskostnad-maskintimkostnad-artikelkalkyl-excel-2026-2027","title":"Production Cost \u0026 Machine Hour Rate 2026\/2027 – Item Costing, Price \u0026 Excel | Word\/PDF","description":"\u003csection class=\"mb-product-description\" lang=\"sv\"\u003e\n\u003cp\u003e\u003cstrong\u003eProduction Cost \u0026amp; Machine Hour Rate 2026\/2027\u003c\/strong\u003e is a complete, editable calculation package for manufacturing companies, CNC workshops, and small production businesses. Calculate the imputed machine hour rate, material consumption, direct labor time, setup time, external processing costs, and overhead markups. Obtain a basis for \u003cstrong\u003efull cost calculation per item, target price, and quote follow-up\u003c\/strong\u003e – with an Excel tool and document templates for review and pricing decisions.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003ePrice 79 SEK – one-time purchase.\u003c\/strong\u003e The package includes Swedish Word and PDF templates, a separate Swedish user guide, a supplementary English worksheet, and an Excel file with six interconnected tabs. No subscription or connection required.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eJump to:\u003c\/strong\u003e \u003ca href=\"#pk-innehall\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#pk-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#pk-exempel\"\u003eCalculation example\u003c\/a\u003e · \u003ca href=\"#pk-anvand\"\u003eWorkflow\u003c\/a\u003e · \u003ca href=\"#pk-redovisning\"\u003eAccounting\u003c\/a\u003e · \u003ca href=\"#pk-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#pk-leverans\"\u003eDelivery\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"background:#E9F6EF;border-left:4px solid #248359;padding:16px 19px;margin:20px 0\"\u003e\n\n\u003cstrong\u003eLegally and\/or technically reviewed: October 9, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0, intended for 2026\/2027. The Excel calculations have been functionally tested for accurate costs, margins, and warnings for prices below cost. Accounting and tax limitations have been compared with guidance from the Swedish Tax Agency and the Accounting Standards Board. No external certification or company-specific accounting review is included.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"pk-innehall\"\u003eWhat is included in the calculation package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Cost – Calculation Routine\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eRoles, calculation policy, machine-related costs, productive hours, price calculation, control points, and limitations.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eItem Costing \u0026amp; Pricing Decision\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eProfessional form for item data, cost basis, reasonableness check, justification, approval, and follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions for all Excel sheets, cost examples, common error sources, and accounting source information.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Costing – Working Sheet\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSupplementary English working document for staff in Swedish operations; not a complete translation of the main templates.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eProduction Cost \u0026amp; Machine Hour Rate\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eExcel tool with machine register, item register, item costing, quote follow-up, and overview.\u003c\/td\u003e\n\n\u003ctd\u003eExcel XLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of nine files in ZIP:\u003c\/strong\u003e 4 DOCX, 4 searchable A4-PDFs, and 1 XLSX. The primary language is Swedish.\u003c\/p\u003e\n\n\u003ch2\u003eFor which companies is the production cost calculation suitable?\u003c\/h2\u003e\n\n\u003cp\u003eFor \u003cstrong\u003eCNC workshops and contract manufacturers\u003c\/strong\u003e calculating processing costs per part and machine hour, \u003cstrong\u003eproduction managers\u003c\/strong\u003e in need of a consistent calculation policy, \u003cstrong\u003ecost and quote managers\u003c\/strong\u003e comparing quoted prices against modeled costs, and \u003cstrong\u003esmall manufacturing companies\u003c\/strong\u003e wanting structure without a comprehensive ERP system.\u003c\/p\u003e\n\n\u003ch2 id=\"pk-excel\"\u003eExcel – six interconnected worksheets\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eWorksheet\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDisplays registered machines and items, completed costings, quotes below cost, as well as summarized quote values, modeled costs, and profit margins.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eMachines\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e60 rows for machine ID, imputed capital cost, maintenance, energy, premises, other annual costs, and productive hours. Automatic hourly rate.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eItems\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 rows with material\/pc, waste %, direct labor\/hr, cycle time, setup time, batch size, external costs, overhead %, machine ID, target margin, and planned price.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eItem Costing\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 interconnected calculation rows with material, labor, machine, setup cost, markups, full cost\/pc, target price, margin, and data status.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eQuote Follow-up\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 prepared quote rows with item ID, quantity, quoted price, estimated order cost, and margin, plus warning for price below full cost.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eCalculation definitions, registration order, limitations, review, and relevant authority sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eThe formulas calculate once the required values are entered. Empty or incomplete items should not be used as a basis for decision-making. Status is shown for, among other things, missing machine ID, incomplete costing, missing planned price, and price below full cost. \u003cstrong\u003eExcel never makes a business decision automatically.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003ch2 id=\"pk-exempel\"\u003eCalculation example – how machine hour rate and price work\u003c\/h2\u003e\n\n\u003cp\u003eAssume a machine has \u003cstrong\u003e450,000 SEK in budgeted annual costs\u003c\/strong\u003e and is used for \u003cstrong\u003e1,500 productive hours\u003c\/strong\u003e. The machine hour rate then becomes \u003cstrong\u003e300 SEK\/hour\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003cp\u003eAn item has the following costing conditions: material 120 SEK\/pc, waste 5%, labor time 12 minutes\/pc at 240 SEK\/hour, machine time 12 minutes\/pc, setup time 30 minutes per batch of 50 pcs, external cost 10 SEK\/pc, and overhead markup 15% of the defined cost base.\u003c\/p\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eCost item\u003c\/th\u003e\n\n\u003cth\u003eCalculated SEK\/pc\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eMaterial including waste\u003c\/td\u003e\n\n\u003ctd\u003e126.00\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDirect labor time\u003c\/td\u003e\n\n\u003ctd\u003e48.00\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eMachine time\u003c\/td\u003e\n\n\u003ctd\u003e60.00\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctd\u003eSetup time distributed per item\u003c\/td\u003e\n\n\u003ctd\u003e5.40\u003c\/td\u003e\n\n\n\u003ctr\u003e\n\n\u003ctd\u003eExternal processing\u003c\/td\u003e\n\n\u003ctd\u003e10.00\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOverhead markup 15%\u003c\/td\u003e\n\n\u003ctd\u003e37.41\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eFull cost\/pc\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e\u003cstrong\u003e286.81\u003c\/strong\u003e\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eTarget price at 20% target margin\u003c\/td\u003e\n\n\u003ctd\u003e\u003cstrong\u003e358.51\u003c\/strong\u003e\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eThe model calculates target price as \u003cstrong\u003ecost \/ (1 − desired target margin)\u003c\/strong\u003e, not as a simple 20% markup. All amounts should be stated in SEK excluding VAT and based on documented assumptions.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#FFF4D8;border-left:4px solid #CFA238;padding:15px 18px;margin:18px 0\"\u003e\n\n\u003cstrong\u003eImportant:\u003c\/strong\u003e An internal machine hour rate is a \u003cem\u003ecalculation\u003c\/em\u003e, not automatically an accounting or tax-related cost. The product's simplified contribution margin is based on specific assumptions about which cost items are variable. Margin and target price are not the same as booked profit, gross margin in an annual report, or a guarantee of profitability.\u003c\/div\u003e\n\n\u003ch2 id=\"pk-anvand\"\u003eHow to use the package – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine calculation period.\u003c\/strong\u003e Use SEK excluding VAT throughout and document who is responsible for the cost basis.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister machines.\u003c\/strong\u003e State annual imputed machine costs and realistic productive hours. Avoid double-counting premises, energy, and personnel.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister items.\u003c\/strong\u003e State cost per material\/pc, waste, labor cost\/hr, cycle time and setup time in minutes, normal batch size, and external processing.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSelect the correct machine.\u003c\/strong\u003e Use the exact same unique machine ID as in the machine register so that the machine hour rate is retrieved correctly.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDetermine markups and target margin.\u003c\/strong\u003e Distinguish overhead distribution from margin and verify every percentage.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReview item costing.\u003c\/strong\u003e Check full cost, target price, and any status warnings.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eTest quote price.\u003c\/strong\u003e Register quote volume, item ID, and quoted price in the Quote follow-up. Compare order value with modeled cost.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eMake and document decisions.\u003c\/strong\u003e Use the pricing decision form, save assumptions, and follow up against actual production costs.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003ch2\u003eCommon mistakes in cost accounting for production\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eDividing annual costs by calendar or scheduled hours instead of productive hours.\u003c\/li\u003e\n\n\u003cli\u003eUsing wages excluding relevant cost components and thereby underestimating the true labor cost.\u003c\/li\u003e\n\n\u003cli\u003eDouble-counting capital, energy, premises, maintenance, or overheads in several items.\u003c\/li\u003e\n\n\u003cli\u003eForgetting setup time or using a batch size that does not correspond to normal production.\u003c\/li\u003e\n\n\u003cli\u003eMixing SEK with EUR or other currencies in the same calculation.\u003c\/li\u003e\n\n\u003cli\u003eViewing a suggested price as a market-ready, contractually or legally correct quoted price without separate assessment.\u003c\/li\u003e\n\n\u003cli\u003eCopying internal machine depreciation directly into the annual accounts.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"pk-redovisning\"\u003eWhat applies to depreciation and accounting 2026\/2027?\u003c\/h2\u003e\n\n\u003cp\u003eThere is no general Swedish legal requirement to use a specific machine hour rate calculation. The \u003cstrong\u003eAccounting Standards Board (Bokföringsnämnden)\u003c\/strong\u003e provides rules and guidance on how machines and other assets should be valued and depreciated in the company's accounts depending on the applicable framework and fiscal year. Amendments to K2 and K3 have been decided, with different application dates that must be verified for the company in question. The \u003cstrong\u003eSwedish Tax Agency (Skatteverket)\u003c\/strong\u003e describes, among other things, the conditions for tax-related depreciation.\u003c\/p\u003e\n\n\u003cp\u003eThis product's field for \u003cstrong\u003eimputed capital cost\u003c\/strong\u003e, however, is an internal planning assumption for prices. It does not establish the correct depreciation method, tax-related value, inventory accounting, VAT, or taxable profit. Accounting must be assessed separately.\u003c\/p\u003e\n\n\u003ch2 id=\"pk-faq\"\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eHow do I calculate machine hour rate?\u003c\/h3\u003e\n\n\u003cp\u003eSum up relevant budgeted annual machine costs and divide by realistic productive machine hours per year. Excel performs the calculation once the information is registered.\u003c\/p\u003e\n\n\u003ch3\u003eCan I calculate the cost for each manufactured item?\u003c\/h3\u003e\n\n\u003cp\u003eYes. You can enter material, labor, processing time, setup time, batch size, external costs, and overhead markups for up to 80 prepared item rows.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel calculate cost and target price?\u003c\/h3\u003e\n\n\u003cp\u003eYes, as \u003cem\u003einternally modeled full cost\u003c\/em\u003e and a target price at a specified target margin. It is not a tax-related cost calculation or an automatically approved customer quote.\u003c\/p\u003e\n\n\u003ch3\u003eWhat is the difference between markup and margin?\u003c\/h3\u003e\n\n\u003cp\u003eMarkup is calculated in relation to cost. Margin is normally calculated as a share of the price. Therefore, a 20% target margin results in a different target price than a 20% markup.\u003c\/p\u003e\n\n\u003ch3\u003eCan several different processing operations be calculated separately?\u003c\/h3\u003e\n\n\u003cp\u003eThe workbook is limited to one selected machine\/main operation per item row. For multiple operations, the separate steps need to be calculated and consolidated through your own adjustments or a more advanced system.\u003c\/p\u003e\n\n\u003ch3\u003eIs this a ready-made accounting or tax return template?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It is a pricing and production calculation tool, not a general ledger system, tax report, inventory valuation, or annual closing template.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English version included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a supplementary English worksheet is included. The main documents and the detailed user guide are in Swedish.\u003c\/p\u003e\n\n\u003ch2 id=\"pk-leverans\"\u003eFormat, digital delivery, and price\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e79 SEK\u003c\/strong\u003e, digital one-time purchase. ZIP with four editable DOCX, four searchable A4-PDFs, and one Excel workbook (XLSX). No physical shipping. Automated delivery after purchase requires that the ZIP file be linked to the correct product variant in Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.bfn.se\/redovisningsregler\/beslutade-redovisningsregler\/\"\u003eAccounting Standards Board – Decided accounting rules\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.bfn.se\/andringar-i-k2-k3-arsbokslut\/\"\u003eAccounting Standards Board – Changes in K2\/K3 and annual accounts\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2026.13\/339134.html\"\u003eSwedish Tax Agency – Tax-related depreciation\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eRelated templates\u003c\/h2\u003e\n\n\u003cp\u003eComplement with \u003ca href=\"\/en\/products\/produktionsplanering-kapacitetskalkyl-excel-2026-2027\"\u003eProduction Planning \u0026amp; Capacity Calculation\u003c\/a\u003e for order and load planning, \u003ca href=\"\/en\/products\/oee-tak-maskineffektivitet-excel-mall-2026-2027\"\u003eOEE \u0026amp; TAK – Machine Efficiency\u003c\/a\u003e for actual operational follow-up, and \u003ca href=\"\/en\/products\/offertmall-offertkalkyl-excel-2026-2027\"\u003eQuote Template \u0026amp; Quote Calculation\u003c\/a\u003e for a separate quoting process.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: General calculation and document templates. Calculations depend entirely on correctly entered input and do not replace market assessment, contracts, bookkeeping, audit review, or individual accounting or tax advice.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55655220314454,"sku":"PRODUKTIONSKOSTNAD-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_Produktionskostnad_Maskintimme_Hero_2027_2ea61605-7132-41f2-86d9-441370564d5d.png?v=1791506430"},{"product_id":"godsmottagningsprotokoll-leveranskontroll-2026-2027-excel-word-pdf","title":"Goods Receipt Protocol \u0026 Delivery Inspection 2026\/2027 – Excel, Word \u0026 PDF","description":"\u003csection class=\"mb-product-content\" lang=\"en\"\u003e\n\u003cp\u003e\u003cstrong\u003eGoods Receipt Protocol \u0026amp; Delivery Inspection 2026\/2027\u003c\/strong\u003e is a complete template package for companies that need to document what has actually arrived from a supplier. Compare the delivery with the purchase order, register ordered and received quantities, document damages and quality deviations, and make a clear manual decision on whether the goods can be used or need to be quarantined. You receive \u003cstrong\u003ean Excel-based receipt register with a dashboard\u003c\/strong\u003e, goods receipt protocol, deviation report, inspection checklist, detailed Swedish user guide, and an English work reference.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cp\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#leverans-innehall\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#leverans-excel\"\u003eExcel tool\u003c\/a\u003e · \u003ca href=\"#leverans-guide\"\u003eHow to use the package\u003c\/a\u003e · \u003ca href=\"#leverans-juridik\"\u003eLegal basis\u003c\/a\u003e · \u003ca href=\"#leverans-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#leverans-kallor\"\u003eSources\u003c\/a\u003e\u003c\/p\u003e\u003c\/nav\u003e\n\u003caside style=\"background:#e7f3e9;border-left:4px solid #25764c;border-radius:7px;padding:16px\"\u003e\u003cstrong\u003eLegally and\/or technically reviewed: October 9, 2026.\u003c\/strong\u003e Version 1.0, developed for 2026\/2027. The template has been reviewed as general administrative documentation based on specified Swedish legal sources and checked technically. It does not constitute individual legal advice, certification, safety assessment, or an authority-approved quality control.\u003c\/aside\u003e\n\u003ch2 id=\"leverans-innehall\"\u003eWhat is included in the package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eGoods Receipt Register \u0026amp; dashboard\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSeven Excel sheets with overview, 200 receipts, 350 article rows, 150 deviations, inspection checklist, instructions, and fictional examples.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eGoods Receipt Protocol\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDelivery details, number of packages, purchase order, waybill, labeling, condition, testing, article rows, and manual disposition.\u003c\/td\u003e\n\n\u003ctd\u003eWord (DOCX) + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDeviation and delivery discrepancy report\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDocument incorrect items, discrepancies, damages, missing documents, quarantine, evidence, and external notification.\u003c\/td\u003e\n\n\u003ctd\u003eWord (DOCX) + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eGoods receipt checklist\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eInspection steps before unloading, upon receipt, before release, and during follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eWord (DOCX) + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eDetailed user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions, legal limitations, common errors, quality routines, and authority sources.\u003c\/td\u003e\n\n\u003ctd\u003eWord (DOCX) + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eGoods Receipt \u0026amp; Incoming Inspection\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eEnglish work reference and inspection protocol for use in Swedish operations.\u003c\/td\u003e\n\n\u003ctd\u003eWord (DOCX) + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal 11 files:\u003c\/strong\u003e five editable DOCX, five searchable PDF files in A4 format, and one Excel workbook. Everything is delivered as a digital ZIP file.\u003c\/p\u003e\n\n\u003ch2 id=\"leverans-excel\"\u003eExcel template for goods receipt and delivery inspection\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eOverview:\u003c\/strong\u003e registered receipts, manual release decisions, quarantine\/investigation items, article rows, and open deviations.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDeliveries:\u003c\/strong\u003e 200 prepared entries with receipt ID, order number, supplier, waybill, recipient, location, inspection status, and person in charge.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eArticle rows:\u003c\/strong\u003e 350 rows where ordered, received, and approved quantities are entered separately. Formulas calculate discrepancies and non-approved quantities, and flag deviating or unreasonable values.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDeviations:\u003c\/strong\u003e 150 entries with documented type, priority, responsible person, internal follow-up date, action, and case status.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChecklist:\u003c\/strong\u003e 15 suggested inspection steps and space for local control points.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInstructions and examples:\u003c\/strong\u003e easy-to-read support within the workbook and a separate fictional example that does not affect the dashboard.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003eExcel has no macros and does not send automatic e-mails, SMS, or reminders. \u003cstrong\u003eA release status is based on the responsible user's manually documented decision\u003c\/strong\u003e; Excel does not automatically check all product requirements, whether the goods are safe, or whether the delivery is legally accepted.\u003c\/p\u003e\n\n\u003ch2 id=\"leverans-guide\"\u003eHow to use the goods receipt template\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePrepare the receipt:\u003c\/strong\u003e retrieve the current purchase order, specification, delivery note, and any supplier requirements.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInspect packaging:\u003c\/strong\u003e note number of packages, visible damages, shipment references, and any reservations on transport documents.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRegister articles:\u003c\/strong\u003e enter one row per article\/batch with ordered, received, and approved quantities, as well as any serial numbers, batch numbers, and evidence references.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssess and quarantine:\u003c\/strong\u003e document deviations in a separate protocol and decide on quarantine, further inspection, or release with the authorized person in charge.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eClaim separately:\u003c\/strong\u003e in case of errors or damages – investigate who the correct counterparty is and notify them without unnecessary delay, according to applicable terms and law.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFollow up:\u003c\/strong\u003e review open cases, confirm actions, and archive protocols, photos, communication, and decisions.\u003c\/li\u003e\n\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eWho is this document package for?\u003c\/h2\u003e\n\n\u003cp\u003eFor warehouses, e-commerce, wholesalers, manufacturing industry, workshops, spare parts operations, purchasing functions, service companies, real estate companies, and other organizations that receive goods and need a more structured and traceable workflow.\u003c\/p\u003e\n\n\u003ch2 id=\"leverans-juridik\"\u003eThe Sale of Goods Act and delivery inspection: what applies?\u003c\/h2\u003e\n\n\u003cp\u003eFor applicable purchases between companies, one often relies on the \u003cstrong\u003eSwedish Sale of Goods Act (1990:931)\u003c\/strong\u003e. According to Section 31, the buyer must inspect the goods as soon as circumstances permit and in accordance with good business practice. According to Section 32, the buyer must give notice of defects within a reasonable time after the defect was discovered or should have been discovered. The law is largely optional; the parties' agreement, trade usage, or other applicable legal rules may influence the assessment.\u003c\/p\u003e\n\n\u003caside style=\"background:#fff3d7;border-left:4px solid #c5902a;border-radius:7px;padding:16px\"\u003e\u003cstrong\u003eImportant limitations:\u003c\/strong\u003e The goods receipt protocol is not in itself a formal claim to the seller or carrier. Excel does not calculate legal claim deadlines. A receipted delivery does not automatically mean that all defects have been accepted. For international transport, consumer purchases, dangerous goods, food, pharmaceuticals, or specifically regulated products, other requirements may apply.\u003c\/aside\u003e\n\u003cp\u003eThe package is not an ISO 9001 certificate, a mandatory self-inspection system according to any specific product legislation, or a system that replaces the company's warehouse\/ERP system. Use relevant quality or transport expertise for risk-based inspections.\u003c\/p\u003e\n\n\u003ch2 id=\"leverans-faq\"\u003eFrequently asked questions about goods receipt\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is the difference between a goods receipt protocol and a transport damage report?\u003c\/h3\u003e\n\n\u003cp\u003eThe goods receipt protocol documents the general inspection of what the company has received. A transport damage report is a specific document used when goods have been damaged or lost and an external claim may need to be made.\u003c\/p\u003e\n\n\u003ch3\u003eHow many deliveries fit in Excel?\u003c\/h3\u003e\n\n\u003cp\u003e200 receipt rows, 350 article rows, and 150 deviation cases are prepared.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel automatically approve or release goods?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Release is documented as a manual decision. The template only provides administrative control signals.\u003c\/p\u003e\n\n\u003ch3\u003eAre quantity discrepancies calculated automatically?\u003c\/h3\u003e\n\n\u003cp\u003eYes. Formulas calculate received minus ordered and received minus approved, and can highlight incorrect or incomplete input.\u003c\/p\u003e\n\n\u003ch3\u003eDoes the template work with ISO 9001?\u003c\/h3\u003e\n\n\u003cp\u003eIt can provide documentation for a management system but does not automatically fulfill any specific standard or certification requirement.\u003c\/p\u003e\n\n\u003ch3\u003eAre 2027 rules built-in?\u003c\/h3\u003e\n\n\u003cp\u003eThe package uses general inspection routines and references to legal rules reviewed on October 9, 2026. Future regulations and changed contract terms need to be checked upon use.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English version included?\u003c\/h3\u003e\n\n\u003cp\u003eYes, an English work reference with inspection protocols for use in Swedish operations. The detailed Excel register and user guide have main fields in Swedish.\u003c\/p\u003e\n\n\u003ch2 id=\"leverans-kallor\"\u003eLegal basis and authority sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/koplag-1990931_sfs-1990-931\/\"\u003eSwedish Parliament – Sale of Goods Act (1990:931), especially Sections 3 and 31–33\u003c\/a\u003e.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003ca href=\"https:\/\/www.konsumentverket.se\/\"\u003eSwedish Consumer Agency – guidance on consumer purchases and claims (different legal situation than B2B)\u003c\/a\u003e.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003eNatural complementary products are \u003ca href=\"\/en\/products\/inkopsorder-leveransbevakning-excel-2026-2027\"\u003ePurchase Order \u0026amp; Delivery Monitoring\u003c\/a\u003e and \u003ca href=\"\/en\/products\/transportskadeanmalan-fraktreklamation-2026-2027-excel-word-pdf\"\u003eTransport Damage Report \u0026amp; Freight Claim\u003c\/a\u003e. See also \u003ca href=\"\/en\/collections\/inkop-leverantor-service-mallar\"\u003emore purchasing and supplier templates\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eDelivery:\u003c\/strong\u003e Immediate digital ZIP download provided that the file is linked in the store's delivery system. No physical product is sent.\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55657432318294,"sku":"GODSMOTTAGNING-LEVERANSKONTROLL-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/godsmottagning-leveranskontroll-2027-hero.png?v=1791515058"}],"url":"https:\/\/mallbutiken.se\/en\/collections\/produktion-industri-mallar.oembed","provider":"Mallbutiken","version":"1.0","type":"link"}