Almyta Control System’s Reports module offers a variety of reports to help you summarize and interpret the data stored in your system.  Each module (Purchasing, Shipping, etc.) provides a number of reports that have already been mentioned in each module’s chapter.  In addition, the Reports module provides “Today’s Checklist,” a summary of information about the day’s schedule—for example, a list of the inbound appointments for the day.  The final features of Reports—Labels and Lists—allow you to print up any labels you might need from data stored in your lists or simply to print out a list of information.

 

Each report in Almyta Control System has a fixed format—for example, the Items in Stock Report always displays the item ID, location, units, units per item ID, description, serial number, and whether or not an item is on hold. However, the filter and sort capabilities of the module allow you to choose how you want the information arranged and what inventory items you wish to include on the report.

 

With the exception of labels and lists, any heading you choose under “Reports” will first display a dropdown menu of more specific choices.  For example, choosing the “Work Order” subheading will then allow you to choose from among the Work Order Summary, the Back Log, and the Work Order Completion Lists organized by detail, by assets, and by item.  After you choose a specific report from this list, the sort and filter screen will appear.

 

Using these three sort/filter options does not change the columns on the report itself. You are only changing the data that will appear in the columns.  The report in Figure 14.1 will sort by the item ID, and will only contain items 6154-20 through 6154-20G that have the supplier CDM.  In this example, all the available filters and sorts have been used.  You can enter or select information in as many filters or sort boxes as you need; or, you can select none of them and click the “View” button to see all items regardless of supplier or item ID.  The filtering of information allows you to filter or reduce your data so that you see only the items you want.

 

This chapter will show you each report, the sort and filter options available for that specific report, and the information that each report contains. Also the “Exporting” and “Printing Report” buttons will be explained in this chapter.

 

 

 

 

Exporting and Printing Reports

 

A print preview is available on all reports. Select the sort and filters needed, then click on the View button. The report will appear on the screen.  Clicking anywhere on the report will enlarge it to make it readable. When you are previewing a report, a print bar will appear on the top of your screen near the main Almyta Control System toolbar. This toolbar will let you preview the report in a different format or print the document to the printer.

 

 

From left to right, these icons will:

 

·         Print your report to the printer

·         Magnify the report

·         Display the report one page at a time

·         Display the report two pages at a time

·         Display as many as six pages at a time

·         Enlarge or shrink the report on your screen

·         Exit the print preview without printing

 

In addition to the print preview, there are six options on the filter and sort screen.

 

 

From left to right, these buttons can be used:

 

·         To print directly to your printer without previewing the report, select the sort and filters needed and then click the “Print” button as shown below.

·         To export a report to Microsoft Excel^TM, select the sort and filters needed and then click the “Excel” button as shown below.

·         To export a report to Microsoft Word^TM, select the sort and filters needed and then click the “Word” button as shown below.

·         To export a report to Microsoft Notepad^TM, select the sort and filters needed and then click the “Text” button as shown below.

·         To export as an HTML page, select the sort and filters needed and then click the “HTML” button as shown below.

·         To exit the screen without printing, click the Exit button.

14.1  Today's Checklist Reports

There are five reports available in Today’s Checklist. Each report shows occurrences that are scheduled for a specific date.

 

Inbound Appointments Report

 

This report shows you the scheduled inbound appointments due on a specific date. When you go to the filters and sort screen for this report, the current date automatically appears for you. However, you can change this date to a future date if necessary. Appointments already received will not show on this report; only outstanding appointments will be displayed.

 

·         Sort options: “Appointment Number,” “Supplier,” “Carrier ID,” “Date.”

·         Filter options: “Fiscal Month,” a specific date, range of dates, a specific appointment, range of appointments, “Supplier,” “Carrier.”

·         Report fields: “Appointment ID Number,” “Date Scheduled,” “Supplier,” “Carrier,” “Boxes,” “Pallets,” “Weight.”

·         “Appointment ID Number” is the number assigned to an inbound appointment.

·         “Date Scheduled” is the date you enter as your delivery date.

·         “Supplier” is the vendor you are receiving the delivery from.

·         “Carrier” is the company who is transporting the delivery.

·         The “Boxes” column represents the number of boxes you entered as being delivered on this shipment. (This is a text entry field on the “Appointments” screen that you populate.)

·         The “Pallets” column represents the number of pallets you entered that will need to be unloaded on this shipment. (This is a text entry field on the “Appointments” screen.)

 

 

 

POs Due Today

 

This report shows you all purchase orders with a delivery date equal to the current date that have not been received in their entirety.  It shows outstanding orders even if they have been partially received.

 

·         Sort options: “PO Number,” “Supplier,” “Supplier ID,” “Date,” “Salesperson,” “Buyer.”

·         Filter options: “Fiscal Month,” a specific date, range of dates, a specific PO, range of POs, “Supplier.”

·         Report fields: “PO number,” “Req. By,” “Supplier ID,” “Supplier Name,” “Salesperson,” “Phone Number,” “Buyer,” “ST,” “Total.”

·         “PO Number” is the number assigned to the purchase order.

·         “Req. By” is the date on which the purchase order is due.

·         “Supplier ID” is the identification number of the supplier that you are ordering from.

·         “Supplier Name” is the full name of the supplier.

·         “Salesperson” is the representative of the supplier that you dealt with.

·         “Phone” is your phone number to contact the supplier.

·         “Buyer” is your employee who requested the items on the purchase order.

·         “ST” is the order status. You will see “O” for “Outstanding” or “P” for “Partially Received.”

·         “Total” is the total dollar value for the items being ordered on the purchase order.

 

 

 

 

Inventory to Order

 

This report will show you inventory items that have fallen to or have gone below their minimum stock levels. If the item is already on order, it will not appear on this report.  This report shows only items that need attention.

 

·         Sort options: none.

·         Filter options: a specific item ID, range of item IDs, “Supplier.”

·         Report fields: “Item ID,” “Description,” “In Stock,” “Economic Order,” “To Order,” “Unit Cost,” “Amount.”

·         “Item ID” is your internal part number that needs to be ordered.

·         “Description” is the description of the item ID from the Item Master List.

·         “In Stock” is your current quantity on hand.

·         “Economic Order” is the multiple of units in which the item is ordered.

·         “To Order” is the quantity the system is telling you that you need to order. This number is calculated based on the lead time for the item, the fill to level, the amount on hand, the monthly demand, the amount already on order, and any current commitments of the item.

·         “Unit Cost” is the unit cost entered for the item on the Item Master List.

·         “Amount” is the total cost for the number of units being reordered.

 

 

 

 

Work Orders for Today

 

This report shows you all work orders due to be completed today.  It will not show orders already finished with today’s date on them.

 

·         Sort options: none.

·         Filter options: a specific work order number, range of work order numbers, a specific date, range of dates,  “Fiscal Month.”

·         Report fields: “Work Order Number,” “Description,” “Type,” “Req. Date,” “Requested By,” “Asset,” “Total.”

·         “Work Order Number” is the unique number given to the work order.

·         “Description” is the detailed description about the work order that is entered on the “Work Order Details” screen.

·         “Type” is the work order type from the “Work Order Details” screen.

·         “Req. Date” is the date by which the order is to be completed.

·         “Requested By” is the employee who requested the work order on the “Work Order Details” screen.

·         “Asset” displays the entry in the “Asset” field on the “Work Order Detail” screen.

·         “Total” is the total dollar value of the work order including all parts and labor as entered.

 

 

 

 

Warehouse Shipping Orders

 

This report shows all customer orders that are supposed to ship today. Previously shipped orders will not appear on this report, which shows only outstanding and partially shipped orders.

 

·         Sort options: “Order Number.”

·         Filter options: a specific shipping order number, range of shipping order numbers, a specific date, a range of dates, “Fiscal Month,” “Carrier,” “Supplier,” “Customer.”

·         Report fields: “Order Number,” “’Bill To’ ID,” “’Ship To’ ID,” “Customer Order,” “Process Number,” “Waybill,” “Required Date,” “Shipped Date,” “Line Item,” “Item ID,” “Description,” “Ordered,” “Shipped.”

·         “Order Number” is the unique number given to the shipping order.

·         “Bill To” and “Ship To” IDs are the custom ID numbers.

·         “Customer Order,” “Process Number,” “Waybill,” and “Required Date” are all option text entry fields on the “Order Processing” screen.

·         “Shipped Date” would reflect a date if a part of the order has already shipped.

·         “Line Item” is a number assigned to each item being ordered.

·         “Item ID” is the item that has been ordered.

·         “Description” is the detail item description from the Item Master List.

·         “Ordered” is the quantity of that line item.

·         “Shipped” is the number of units that have shipped if it is a partial order.

 

 

 

 

14.2  Warehouse Appointment Reports

There are four reports available for inbound Warehouse Appointments:

 

·         Outstanding List

·         Received List

·         Overdue List

·         Canceled List

 

All reports contain the same sort options, filter options, and report fields:

 

·         Sort options: “Appointment Number,” “Supplier,” “Carrier ID,” “Date.”

·         Filter options: a specific appointment number, range of appointment numbers, a specific date, range of dates, “Fiscal Month,” “Carrier,” “Supplier.”

·         Report fields: “Appointment ID,” “Date Scheduled,” “Supplier,” “Carrier,” “Boxes,” “Pallets,” “Weight.”

 

 

 

 

 

 

 

 

 

 

 

14.3  Purchasing Reports

Purchasing reports allow you to print out reports on all of your outstanding, completed, and canceled purchase orders. Go to “Reports” from the main menu and select “Purchasing” to access all of the reports detailed below.

 

Outstanding Summary

 

·         Sort options: “PO Number,” “Supplier,” “Supplier ID,” “Date,” “Salesperson,” “Buyer.”

·         Filter options: “Fiscal Month,” a specific date, range of dates, a specific PO, a range of POs, “Supplier,” “PO Status.”

·         Report fields: “PO Number,” “Req. By,” “Supplier ID,” “Supplier Name,” “Salesperson,” “Phone,” “Buyer,” “ST,” “Total.”

·         “ST” is the order status.  You will see “O” for “Outstanding” or “P” for “Partially Received.”

·         “Total” is the total dollar value for the items being ordered on the purchase order.

 

 

 

 

Outstanding Detail

 

·         Sort options: “PO Number,” “Supplier,” “Supplier ID,” “Date,” “Buyer,” “Item ID,” “Description.”

·         Filter options: “Fiscal Month,” a specific date, range of dates, a specific PO, range of POs, “Supplier,” “PO Status.”

·         Report fields: “PO Number,” “Order Date,” “Supplier ID,” “Buyer,” “Req. Date,” “Item ID,” “Item Description,” “Order Units,” “Order Amount,” “Units Due,” “Amount Due.”

·         “Order Units” is the quantity ordered of each item.

·         “Order Amount “is the cost of the item multiplied by the number of units being ordered.

·         “Units Due” is the quantity of units still outstanding (have not been received) for that purchase order.

·         “Amount Due” is the total dollar value for the item.

 

 

 

 

 

Completed Orders

 

·         Sort options: “PO Number,” “Supplier,” “Supplier ID,” “Date,” “Salesperson,” “Buyer.”

·         Filter options: “Fiscal Month,” a specific date, range of dates, a specific PO, a range of POs, “Supplier.”

·         Report fields: “PO Number,” “Req. By,” “Supplier ID,” “Supplier Name,” “Salesperson,” “Phone,” “Buyer,” “ST,” “Total.”

 

 

 

Canceled Orders

 

·         Sort options: “PO Number,” “Supplier,” “Supplier ID,” “Date,” “Salesperson,” “Buyer.”

·         Filter options: “Fiscal Month,” a specific date, range of dates, a specific PO, range of POs, “Supplier,” “PO Status.”

·         Report fields: “PO Number,” “Req. By,” “Supplier ID,” “Supplier Name,” “Salesperson,” “Phone,” “Buyer,” “ST,” “Total.”

 

 

 

14.4  Inventory Reports

Inventory Reports show you all of your items in stock, costs and prices associated with your units, what to reorder, and more.  Go to “Reports” on the main menu and select “Inventory” to access each report detailed below.

 

Items in Stock

 

This report has many sort and filter options. See Figure 14.14 for a picture of the screen.

 

 

 

·         Sort options: “Item ID (with serial/lot numbers),” “Item ID (no serial/lot numbers),” “Warehouse Location,” “Description,” “Category,” “Current Value.”

·         Filter options: All shown above.

·         On this report, the “Include ‘zero in stock’ items” check box gives you the option to include all inventory items, even those that are not currently in stock.

·         The “Lot/Serial Number” filter field allows you to enter a specific lot/serial number. You cannot enter a range of numbers, only one number.

·         Report fields: “Item ID,” “Location,” “Units,” “Units Per Item ID,” “Description,” “Serial Number,” “Hold.”

 

 

 

 

Items Cost Summary

 

This report shows you all of your current stock on hand and the cost for each item. The cost is being taken from the Item Master List “Unit Cost” field of each item.

 

·         Sort options: “Item ID,” “Description,” “Category,” “Center Code,” “Supplier,” “Supplier Name.”

·         Filter options: “Supplier,” a range of suppliers, “Item,” a range of items.

·         Report fields: “Item ID,” “Description,” “Category,” “Main Supplier,” “Package,” “Unit Cost,” “In Stock,” “On Order,” “On Hold,” “Committed.”

 

 

 

 

Items Price Summary

 

This report shows you all of your current stock and the price of each item as listed in the “Price” field on the Item Master List.

 

·         Sort options: “Item ID,” “Description,” “Category,” “Center Code.”

·         Filter options: “Item ID,” range of IDs.

·         Report fields: “Item ID,” “Description,” “Category,” “Package,” “Unit Price,” “In Stock,” “On Order,” “On Hold,” “Committed.”

 

 

 

 

Inventory Current Value

 

This report compares the cost and price of your current inventory to show you the value of your current stock.

 

·         Sort options: none.

·         Filter options: “Item ID,” “Supplier.”

·         Report fields: “Item ID,” “Description,” “In Stock,” “Average Cost,” “Current Cost,” “Inventory Price Paid,” “Inventory Current Cost.”

 

 

 

 

Items to Order

 

This report shows you all of the inventory items that have reached or fallen below their minimum levels.

 

·         Sort options: none.

·         Filter options: “Item ID,” “Supplier.”

·         Report fields: “Item ID,” “Description,” “In Stock,” “Economic Order,” “To Order,” “Unit Cost,” “Amount.”

 

 

 

Positive Adjustments History Report

 

This report shows you all of your receipts.

 

·         Sort options: none.

·         Filter options: “Date,” range of dates, “Supplier,” “Fiscal Month,” “Item ID,” “Adjustment Code.”

·         Report fields: “Date,” “Supplier ID,” “Item ID,” “Description,” “Units,” “Amount,” “Reference,” “Transaction.”

 

 

 

Negative Adjustments History Report

 

This report shows you all of your issues.

 

·         Sort options: none.

·         Filter options: “Date,” range of dates, “Fiscal Month,” “Supplier,” “Customer,” “Adjustment Code.”

·         Report fields: “Date,” “Item ID,” “Description,” “Units,” “Amount,” “Customer ID,” “Reference,” “Transaction.”

 

 

 

14.5  Shipping Reports

Select “Shipping” under “Reports” on the main menu to access the following reports:

 

·         All Complete Orders

·         All Canceled Orders

·         All Outstanding Orders

 

All three of these reports have the same options and fields:

 

·         Sort options: “Order Number.”

·         Filter options: “Date,” “Order Number,” “Customer Carrier,” “Supplier,” “Fiscal Month.”

·        Report fields: “Order,” “’Bill To’ ID,” “Customer Order,” “Process Number,” “Waybill,” “’Ship To’ ID and Address,” “Line Item,” “Item ID,” “Description,” “Required Date,” “Ordered Date,” “Shipped Date.”

 

 

 

 

 

 

 

 

All Outstanding Pick Lists

 

·         Sort options: none.

·         Filter options: none.

·         Report fields: “Order Number,” “Customer Purchase Order,” “’Ship To’ ID,” “Process Number,” “’Ship To’ Address,” “Shipping/Loading Instructions,” “Item ID,” “Description,” “Remarks for Units,” “Package,” “Quantity Ordered,” “Quantity in Location,” “Location,” “Date In.”

 

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Under “Shipping,” you also have the option to reprint packing lists and shipping labels if necessary.

14.6  Work Order Reports

Work Order Summary

 

·         Sort options: none.

·         Filter options: “From Req. Date” (all work orders required after a certain date), “Start WO Number,” “Customer,” “Fiscal Month,” “To Req. Date” (all work orders required before a certain date), “End WO Number,” “WO Status.”

·         Report fields: “W.O No.,” “Description,” “Type,” “Required Date,” “Requested By,” “Asset,” “Total (Cost).”

 

 

 

Work Order Backlog

 

·         Sort options: “Date,” “Priority.”

·         Filter options: “Start Date,” ”Start WO Number,” “Customer,” “End Date,” “End WO Number,” “WO Status.”

·         Report fields: “WO Number,” “Description,” “Scheduled Date,” “Requested By,” “Priority,” “Asset,” “Cost Center.”

 

 

Work Order Completion Detail

 

·         Sort options: “Work Type,” “WO Description,” “Requested By,” “Asset Tag.”

·         Filter options: “Start WO Number,” “Customer,” “End WO Number.”

·         Report fields: “WO Type,” “WO Count,” “WO Not Started,” “% Not Started,” “WO Started,” “% Started,” “WO Completed,” “% Completed,” “Name,” “WO Number,” “WO Detail,” “WO Description,” “Requested By,” “Asset ID,” “Start Date,” “Completion Date.”

 

 

 

Work Order Completion by Assets

 

·         Sort options: “Asset Tag” and “Asset Description”.

·         Filter options: “Start Asset Tag,” “Customer,” “End Asset Tag.”

·         Report fields: “WO Type,”  “WO Count,” “WO Not Started,” “% Not Started,” “WO Started,”  “% Started,”  “WO Completed,”  “% Completed.”

 

 

 

Work Order Completion by Items

 

·         Sort options: “Item ID,” “Item Description.”

·         Filter options: “Start Item ID,” “Customer,” “End Item ID.”

·         Report Fields: “WO Type,” “WO Count,” “WO Not Started,” “% Not Started,” “WO Started,” “% Not Started,” “WO Completed,” “% Completed.”

 

 

14.7  Asset Reports

Asset Summary Report

 

·         Sort options: “Asset Tag,” “Description,” “Asset Type+Asset Tag,” “Location+Asset Tag,” “Model,” “Serial Number,” “Manufacturer+Asset Tag.”

·         Filter options: “Start & End Asset Tags.”

·         Report fields: “Asset Tag,” “Description,” “Asset Type,” “Serial Number,” “Location,” “Manufacturer,” “Model,” “Purchase Date,” “Status” (available or under maintenance).

 

 

 

Asset Detail Report

 

·         Sort options: “Asset Tag,” “Asset Type+Asset Tag,” “Location+Asset Tag,” “Model,” “Serial Number,” “Vendor,” “Manufacturer+Asset Tag.”

·         Filter options: “Start & End Asset Tags.”

·         Report fields: the report lists the complete information that you have entered about the asset.  See Figure 14.33 for a complete view of the fields.

 

 

 

Asset Depreciation Summary Report

 

·         Sort options: “Asset Tag,” “Description,” “Serial Number.”

·         Filter options: “Start & End Asset Tags,” “Cut-off Date.”

·         Report fields: “Asset Tag,” “Description,” “Installation Date,” “Initial Cost,” “Depreciation Method 1,” “Asset Value 1,” “Depreciation Method 2,” “Asset Value 2.”

 

 

 

Asset Depreciation Detail Report

 

·         Sort options:  “Asset Tag, ” “Description.”

·         Filter options: “Start & End Dates,” “Start & End Asset Tags,” “Cut-off Date.”

·         Report fields: “Asset Tag,” “Description,” “Installed,” “Initial Cost,” “Depreciation Method,” “Accumulated Depreciation,” “Depreciation for the Period,” “Book Value.”

 

 

Intangible Asset Usage Report

 

·         Sort options: Intangible Asset Tag, Tangible Asset Tag

·         Filter options: “Start & End Tags,” “Start & End Tangible/Intangible Asset Tags.”

·         Report fields:  this report provides a list of asset tags and all the other assets that are associated with the assets on the list.