module:report:drmonitoring
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module:report:drmonitoring [2014/08/08 18:25] target created |
module:report:drmonitoring [2014/08/13 16:14] (current) target |
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| **Report Filters:** | **Report Filters:** | ||
| - | * | + | |
| + | * Date To - selection to limit the last DR date of view-able record | ||
| + | * As of - check box to set the date from the system inception | ||
| + | * DR no - limits report as indicated; base on printed DR number/s used in DR report | ||
| + | * Delivered by - limits report as indicated; base on name of delivery in charge used in DR report | ||
| + | * DR Status - selection to limit view-able DR status | ||
| + | * Show Item Class Detail - (NOT APPLICABLE HERE) | ||
| + | * Project Type - selection to limit the view-able report according to selected project type | ||
| + | * Project Status - selection to limit the view-able report according to selected project status | ||
| + | * Client - selection to limit the view-able report according to selected client | ||
| + | * Employee - selection to limit the view-able report according to selected project manager | ||
| + | * Department -selection to limit the view-able report according to selected group | ||
| - | *Project Number - selection of projects you want to consider in forecast; | ||
| - | - only items of selected projects will be shown in forecast report | ||
| - | * Parts list - selection of parts list (draft and final sample/ | ||
| - | - selected parts list item quantity will be deducted from inventory on hand as these items have the possibility of being sold or issued out of the system | ||
| - | * Reserved Parts List - selection of parts list (Reserved type) that you want to consider in forecast; | ||
| - | - selected parts list item quantity will be deducted from inventory on hand as these items is considered sold or owned by a particular project or client; | ||
| - | * Inventory Order - selection of confirmed inventory order without receiving job order that you want to consider in forecast; | ||
| - | - selected inventory order quantities will be added to inventory on hand as these items will be part of inventory on due time; | ||
| - | * Item Color - further selection to show only the items with matching color; | ||
| - | * Item Category - further selection to show only the items with matching category; | ||
| - | * Item Department - further selection to show only the items with matching department; | ||
| - | * Item Supplier - further selection to show only the items with matching supplier; | ||
| - | * Item Classification - further selection to show only the items with matching classification; | ||
| - | * Warehouse Code - further selection to show only the items located in selected warehouse; | ||
| Note: no selected option means all records will be considered | Note: no selected option means all records will be considered | ||
| - | Report Columns:** | ||
| - | * Item - list of item code and description that pass the filter criteria; | ||
| - | * On Hand - major column header that shows current inventory balance according to selected warehouse and item class; | ||
| - | * On Hand Total (OH) - tally of inventory on hand that can be used or consumed immediately; | ||
| - | * Incoming - shows the receiving job orders and its quantity; | ||
| - | * Incoming Total (I) - tally of incoming quantities; | ||
| - | * Unserved ("not served" | ||
| - | * Unserved Total (U) - balance of unserved (requested qty - prepared quantity); | ||
| - | * Potential - shows selected parts list which are not ordered for preparation; | ||
| - | * Potential Total (P) - tally of potential quantities; | ||
| - | * Remaining - items in part list but not yet requested for preparation | ||
| - | * Remaining Total (R) - tally of remaining quantities; | ||
| - | * Ordered - shows selected inventory orders; | ||
| - | * Ordered Total (O) - tally of Ordered quantities; | ||
| - | * Total (T) - tally of report columns using the formula: T=OH+I-U-P-R+O | ||
| - | **Instructions** | + | **Report Columns:** |
| + | * # - sequential numbering of records | ||
| + | * system DR no. - reference DR no. provided by system; one system DR no. can have many DR no. | ||
| + | * DR no. - reference Delivery Receipt number/s as reported | ||
| + | * DR date - date of delivery receipt that matches selected date filters | ||
| + | * PI no - reference Pro-forma invoice number related to DR | ||
| + | * PM - project manager related to DR | ||
| + | * Status - state of DR as of generating report | ||
| + | | ||
| - | To make sure forecast presents accurate total, all system profiles and reports status should | + | **Uses** |
| - | + | ||
| + | This report can be used by any users to summarized delivery reports for filling records | ||
module/report/drmonitoring.1407493551.txt.gz · Last modified: 2014/08/08 18:25 by target
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