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module:report:drmonitoring

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DR monitoring

DR monitoring provides user a summarized information about the deliveries made during the set period.

Report Filters:

*

*Project Number - selection of projects you want to consider in forecast;

  1. 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;
  1. 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;
    1. 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;
    1. 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 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**

To make sure forecast presents accurate total, all system profiles and reports status should be up to date in accordance with their actual state.

module/report/drmonitoring.1407493551.txt.gz · Last modified: 2014/08/08 18:25 by target