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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 From - selection to mark the beginning DR date of view-able record  
 +  * 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/sale) without preparation job order that you want to consider in forecast; 
-               - 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") - compares system total requested quantity and prepared quantity; used to cover late preparation reports; 
-  * 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 be up to date in accordance with their actual state.  +**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