| Oracle® Retail Merchandising System Reports User Guide Release 16.0 E86865-02 |
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| Oracle® Retail Merchandising System Reports User Guide Release 16.0 E86865-02 |
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RMS has two types of Operational Insights (OI) reports, Dashboard and In-context.
Dashboard reports are role-based and usually the first screen displayed to you upon opening the application; intended to highlight actionable or frequently monitored activity. Actions taken from dashboard reports generally launch into a solution's screen passing parameters in a specific format. The dashboards are specific to various roles such as Buyer, Inventory Analyst, Inventory Control Analyst, Finance Analyst, and Data Steward and contain role specific reports. These Dashboards highlight the areas of focus for a user and help to prioritize work for the day.
In-context reports are displayed in the selected RMS windows and allow for an extension of information available in the associated screen to provide further details about a transaction or entity that is not present on the screen. It dynamically refreshes when certain actions (called contextual events) are performed on the task flow.
Users can configure dashboard reports by defining various parameters such as threshold values, default options, department level exceptions and so on. These values are defined during installation and can be modified later.
The RMS OI reports are as follows:
Buyer Dashboard
Sales Report
Early/Late Shipments Report
Open to Buy Report
Orders Pending Approval Report
Data Steward Dashboard
Incomplete Items Report
Finance Analyst Dashboard
WAC Variance Report
Cumulative Markon Variance Report
Stock Count Value Variance Report
Shrinkage Variance Report
Late Posted Transactions Report
Inventory Analyst Dashboard
Order Alerts
Inventory Variance to Forecast Report
Inventory by Store Report
Inventory by Warehouse Report
Lead Times Report
Open Orders Report
Negative Inventory Report
Inventory Control Dashboard
Overdue Transfers Report
Overdue Allocations Report
Overdue RTVs Report
Stock Count Missing Report
Stock Count Unit Variance Report
Stock Orders Pending Close Report
Transfers Pending Approval Report
Unexpected Inventory Report
In-context Reports
Item Details Report
Margin Impact Report
Open to Buy Report
Order Shipments Report
Order Summary Report
Parent/Diff Summary Report
You can use the dashboard level filter criteria to filter the reports by entering, selecting, or searching the criteria present in the RMS application. For example, you can filter the buyer dashboard reports by providing specific values in the Filters section. The criteria can be provided either in Basic or Advanced mode, depending on the requirement. Basic is the default mode when the dashboard is entered. Click Advanced to access the filters panel in advanced mode and allow for additional criteria to be selected, as well. You can return to Basic mode by clicking Basic Buyer Dashboard.
To filter the dashboard reports through the basic search criteria:
Enter, select or search the default filters through the basic search criteria.
You can also click on the Saved Search drop down to select one of the saved sets of filter criteria. Selecting a saved search will populate the filter criteria section with saved filter criteria. If the saved search is selected to run automatically then the search will be executed too. You can also choose to manage and personalize the saved searches by clicking Personalize in the list. The Personalize Saved Searches window appears. For more information on the Personalize Saved Searches, see the section Personalize Saved Search.
Click Search. The data that matches the filter criteria is displayed in the dashboard reports.
Click Reset to remove the specified filter criteria.
Click the Save.. button to save the current set of filter criteria as a Saved Search. The Create Saved Search window appears. For information on the Create Saved Search window, see the section Create Saved Search.
To filter the dashboard reports through the advanced search criteria:
Enter, select or search the filter criteria in the advanced filter pane.
You can also click on the Saved Search drop down to select one of the saved sets of filter criteria. Selecting a saved search will populate the filter criteria section with saved filter criteria. If the saved search is selected to run automatically then the search will be executed too. You can also choose to manage and personalize the saved searches by clicking Personalize in the list. The Personalize Saved Searches window appears. For more information on the Personalize Saved Searches, see the section Personalize Saved Search.
Click Search. The data that matches the filter criteria is displayed in the dashboard reports.
Click Reset to remove the specified filter criteria.
Click the Save.. button to save the current set of search filter criteria as a Saved Search. The Create Saved Search window appears. For information on the Create Saved Search window, see the section Create Saved Search.
Select Personalize from the Saved Search list to view the personalized saved search. The Personalize Saved Searches pop up allows you to edit, copy, or delete saved search criteria set.
You can create a Saved Search by clicking the Save.. button in the Search Criteria panel after you have entered the criteria for your search. The Save button will call up the Create Saved Search window where the search is given a name and the user determines whether it should be the default search as well as whether it should be run automatically.
To view the created saved search:
Click the Save.. button. The Create Saved Search window appears.
Enter the name of the search.
You can also choose to save the combination of the search criteria by selecting the following check boxes:
Set as default
Run automatically
This dashboard is intended to be used by buyers in a retail organization. A Buyer generally focuses on managing sales and margin.
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Note: ** One of the filters is mandatory. |
This dashboard has following filters:
Basic
Department*
Class
Subclass
Supplier Site
Advanced
Store
Brand
Country of Sourcing
Order Context
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Note:
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To view the buyer dashboard:
From the Tasks menu select Reports > Buyer Dashboard. The Buyer Dashboard window appears.
The following sections includes the Buyer Dashboard reports.
This report shows the sales and margin information of the top ten items by sales or margin for the user specified filter criteria. You can choose to see this information for today or week to date days. It gives you the visibility to value and unit sales of items, proportion of top ten items, proportion of top ten items' sales and margin to total sales and margin of chosen filter criteria. For every item it shows various other information such as VPN, Cost and Retail and image in the information pane contextually. To determine top ten items by sales/margin, the level of item considered is item parent/diff aggregate wherever applicable otherwise level 1 (transaction item). For a parent item with diff aggregation defined, sales/margin data of applicable diffs would be summed up accordingly and displayed. All monetary values shown in the report are in the primary currency of the retailer. There are no direct actions from the report.
This report shows the orders with shipments that have potential issues, such as ASN not received, Late/Early Shipments, OTB Date breach window for a particular department, class, and subclass over the next 8 weeks. OTB Date Breach happens on orders where the shipment Estimated Arrival Date is either too close to OTB date or either beginning or end of week or already breached the OTB date. It can have two scenarios - one for when the date needs to move back (OTB Shift In) and one where it needs to move out (OTB Shift Out). Orders where Estimated Arrival Date is before ’Not Before Date' are classified as Early Shipment and if the Estimated Arrival Date of an order is after ’Not After Date', it is classified as Late Shipment.
With the help of this report, the buyer can make a preemptive and informed decision to update the Not After Date, Not Before Date, and OTB EOW dates for the order.
The buyer can make a decision to cancel or View/Edit the order by selecting Actions > Cancel Order or View/Edit Order. The buyer can also click on the Order No hyperlink to open the Order window. The Order window is editable if you have the Maintain Privilege, else view mode.
This report summarizes the open to buy position for a particular department, class, or subclass over the next 8 weeks. It is intended to give a buyer visibility to where they are over and under bought for their area, and will work in conjunction with the Early/Late Shipments report to help a buyer understand how late or early shipments may impact their OTB. The bars in the chart give visibility to the value of orders for the department, class, subclass, and date that have been received and approved. The line in the Gantt chart represents the budget.
The Buyer can navigate to Order Search window by clicking on the bars in the chart to view the Orders for the selected Open to Buy End Of Week Date.
This report shows the orders in 'Submitted' or 'Submitted and 'Worksheet' status, based on the system level parameters that need to be reviewed by the buyer for approval or rejection. The orders shown in the table are limited by total cost or retail values that are inside the configurable user's threshold, as defined in RMS.
You can approve or reject one or more orders from the dashboard or launch In-context to see the details in the order. Rejecting an order will bring the order back to 'Worksheet' status. You have the option to add/edit comments while rejecting orders in the 'Reject Order' popup. This popup appears only when rejecting a single order. In case multiple orders are being rejected together, that will be done without a popup. Worksheet orders can be approved using the Approve action on the report.
The orders are listed as a tabular report with information related to the order. This includes order number, supplier, NBD, NAD, Total Order Cost/Retail, Created by, and order comments (optional column).
Only users with the 'Approve Purchase Orders' privilege are able to approve an order. For rejecting an order, the 'Maintain Purchase Orders' privilege is required. The Order Number is hyperlinked to navigate to the Order Details window in edit mode if the user has the maintain privilege, else view mode.
This dashboard is intended to be used by user who is responsible to maintain data standards and accuracy of foundation and item data. This dashboard focuses on timeliness and completeness of data setup.
This dashboard has following filters:
Basic
Department*
Class
Subclass
Supplier Site
Country of Sourcing
Created Date
Advanced
Location
Brand
Item Type
Item Level
Transaction Level
UDA/Value
To view the data steward dashboard:
From the Tasks menu select Reports > Data Steward Dashboard. The Data Steward Dashboard window appears.
The following section includes the Data Steward Dashboard reports.
The purpose of the Incomplete Items report is to introduce work flow into the item creation process by providing visibility to what item-related data has been set up for new items and what still requires setup. This report displays all items that satisfy the defined filter criteria and are created within a configurable number of days.
The attributes to be tracked in the report can be configured by department. Each attribute can be either designated as required, optional, or not applicable.
Clicking the harvey ball icon which shows the completion status, contextually launches into the appropriate screen. Users will access the screens in either Edit or View, depending on their privileges. Users can also click on the item hyperlink to open Item screen for access to all attributes. You can decide to mark an item to Completed even if the data entry for the item is incomplete by selecting the Mark Complete from Actions or the Mark Complete button.
Finance Analyst will use this dashboard for evaluating inventory valuation and stock ledger accuracy. The report contains WAC and Cumulative Markon variances reports which will highlight to the users the item locations or subclass locations which have WAC and Cumulative Markon percentage which is outside the configured threshold values. The analyst can review and approve the valuation of physical inventory at each location for the business and resolve discrepancies if there are any. You can also evaluate late posted transactions, transactions that are posted to a month after the month is closed so that these transactions are accounted correctly in General Ledger.
The tiles in this dashboard will be flagged to green, yellow or red as an indicator of criticality.
This dashboard has the following fields:
Basic
Set of Books**
Org Unit**
Location**
Department
Advanced
Class
Subclass
To view the financial analyst dashboard:
From the Tasks menu select Reports > Financial Analyst Dashboard. The Financial Analyst Dashboard window appears.
The following sections include the Financial Analyst Dashboard reports.
This report displays the item/locations having a variance between the unit cost and weighted average cost (WAC) that falls outside of a defined tolerance.
You can view the item/locations with WAC variance. In normal scenarios RMS does not allow WAC to become negative. This report highlights an item/location if the WAC falls to a negative value, regardless of tolerances, because this is of critical significance to business. In the chart, users are be able to restrict the data shown by variance percentage and inventory value.
You can launch the Stock Ledger screen to view transactions to further inquire about the potential transactions causing WAC variance. Also, users can launch the Average Cost Adjustment screen to correct average cost if they wish. The report will be refreshed after average cost is corrected.
There is a provision to see all the locations with WAC variance outside tolerance for the selected item or all the items with WAC variance outside tolerance for the selected location in separate popups.
This report shows the subclass/location combinations having a cumulative markon variance (variance between calculated CMO of displayed month and the department budgeted intake percentage) that falls outside of a user defined tolerance and all negative cumulative markon percentages. The report displays the CMO Percentage variance for any one of the last three months based on the month the user selects.
You can launch into the Stock Ledger screen to analyze the reason for the cumulative markon variances. You can update the budgeted intake value for the department from this report. There are provisions to see all the locations with cumulative markon variances (outside tolerance or negative) for a specific subclass or all subclasses for a specific location in separate popups.
This report is used by the Finance Analyst to have visibility into 'Unit & Value' Stock Counts that have a value variance that is greater than a system defined tolerance. The number of stock counts with variances exceeding the threshold will be displayed on the report tile. The color will be set to green, yellow or red reflecting different levels of criticality based on the number of stock counts exceeding the tolerance and the existence of counts with variances are unresolved for more than a week after the count date Clicking on the tile will display the details of these stock counts in a tabular format. The table menu provides the Finance Analyst options to view the value variances and accept the count results.
This report displays the actual shrinkage for subclass/location in the last month and compares it to the budgeted shrinkage rate, summarized to the region level. Values outside of a tolerance specified by the user are displayed to the analyst for research, and these values can be drilled down to the location level.
You can navigate to the Stock Ledger screen from this report UI in order to view the transactions corresponding to the subclass/location combination to further understand the potential transactions that could be causing the shrinkage variance.
This report provides visibility to the Finance Analyst of any late posted transactions that have occurred since the last month close for the entire company and by location. Users can configure the organizational hierarchy level on which they want to see the late posted transactions. The table allows drill down feature for drilling down to late transactions at a store level. You can navigate to Transaction Data window by clicking Location hyperlink or by action drop down to view the transaction data.
This dashboard is intended to be used for managing inventory levels across the set of locations linked with the retailer. It helps in monitoring stock variance to plan for the assigned merchandise hierarchies and creating adjustments to open orders or replenishment settings.
This dashboard has the following filters:
Basic
Department*
Store Grade/Area**
Store**
Supplier Site
Advanced
Class
Subclass
Brand
Order Context
To view the inventory analyst dashboard:
From the Tasks menu select Reports > Inventory Analyst Dashboard. The Inventory Analyst Dashboard window appears.
The following sections include the Inventory Analyst Dashboard reports.
This report is focused on monitoring potential issues with purchase orders and providing a series of suggested actions. The following examples are a few of the conditions to be monitored:
Orders that are not fully received but more than x days past cancel date
Import orders that are missing lading ports, discharge ports, or have items missing HTS classifications
Orders that have never been approved
This report provides the Inventory Analyst a count of approved or previously approved orders that are due to arrive in the next 4 weeks, and are missing any of the following for one or more of the items on the order:
HTS Classification missing or in Worksheet status (for import orders only)
Reference Item not defined or not associated
Zero or negative margin
The tile will include a chart that visually shows the number of these orders spread across the next 4 weeks, based on their Not Before Date. Clicking on the tile displays the details of these orders in a tabular format. The table menu provides the following set of Actions:
Edit/ View Order
Edit/ View Order Details
Edit/ View Item
Edit/ View Item Parent
Add HTS
Add Reference
In case a reference item has not been defined any of these item in RMS, then for such items the results table will provide an in line icon based launch into the item children screen to allow for definition of a new reference item.
This report on the Inventory Analyst dashboard provides the Inventory Analyst with a view of the total number of orders that are past their Not After Date. The count of such orders is displayed on the report tile. The tile also includes a bar chart that visually depicts the number of orders that are past their Not After Date by durations between 1- 6 days and beyond. Clicking on the tile displays the details of these orders in a tabular format.
The table menu provides the Inventory Analyst the following set of Actions for orders selected in the table:
Edit/ View Order
Edit/ View Order Details
Cancel Order
Update Dates
Update Comments
This report provides the Inventory Analyst visibility into orders that are within a week of their Not After Date and have no open shipments against them. The number of orders meeting these criteria is displayed on the tile. The tile also includes a bar chart that displays by day, the number of orders with Not After Dates falling in the next seven days. Clicking on the tile displays the details of these orders in a tabular format.
The table menu provides the Inventory Analyst the following set of Actions for orders selected in the table:
Edit/ View Order
Edit/ View Order Details
Cancel Order
Update Dates
Update Comments
This report displays a count of orders that have never been approved and which need to be approved within seven days from the current date. The report tile includes a bar chart that visually depicts the number of orders that need to be approved (at the latest) on the current day and on each of the next six days. Clicking on the tile displays details of these orders in a tabular format. The table menu allows the Inventory Analyst to Edit, View, Approve or Delete the Order and if required make updates to the Order Dates for orders selected in the table.
This report displays a count of orders that have been approved in the past, but are in now in Worksheet or Submitted Status and which need to be approved within seven days from the current date. The report tile includes a bar chart that visually depicts the number of orders that need to be approved (at the latest) on the current day and on each of the next six days. Clicking on the tile displays the details of these orders in a tabular format. The table menu allows the Inventory Analyst to Edit, View, and Approve or Cancel the Order and if required make updates to the Order Dates for orders selected in the table.
This report provides the Inventory Analyst a count of approved or previously approved orders that are due to arrive in the next 4 weeks, and are missing one of the following:
Lading Port (for import orders only)
Discharge Port (for import orders only)
Factory
The report tile also includes a bar chart that shows the spread of these orders across each of the next 4 weeks, based on their Not Before Date. Clicking on the tile displays the details of these orders in a tabular format. The table menu provides Actions to View or Edit the Order details to complete the Order.
This report provides the Inventory Analyst a count of approved or previously approved orders that are due to arrive in the next 4 weeks, and are missing any the following for one or more of the items on the order:
HTS Classification missing or in Worksheet status (for import orders only)
Reference Item not defined or not associated
Zero or negative margin
The tile will include a chart that visually shows the number of these orders spread across the next 4 weeks, based on their Not Before Date. Clicking on the tile displays the details of these orders in a tabular format. The table menu provides the below set of Actions:
Edit/View Order
Edit/View Order Details
Edit/View Item
Edit/View Item Parent
Add HTS
Add Reference
In case a reference item has not been defined any of these item in RMS, then for such items the results table will provide an inline icon based launch into the item children screen to allow for definition of a new reference item.
This report shows item/location combinations with negative inventory balances in order to alert the retailer to take necessary action. Only those item/locations with inventory values less than their configured 'inventory variance' number of units (from zero) are shown. You can navigate to Transaction Data window by clicking Item hyperlink or by action drop down to view the transaction data for the selected item.
This report is used by an Inventory Analyst to provide a weekly review of their business by highlighting items that have a significant inventory variance to forecasted sales over the next four weeks. It contains related reports that are used to provide more context and assist in decision making, as well as a number of actions that can be taken from the dashboard to resolve issues. Only forecasted, inventoried items will appear in this report.
You can filter the set of items based on their variance percentage from the set of inventory variance ranges that are present in the form of tiles as shown in the report layout, and view only the items matching the desired inventory variance range. You can choose to view the items at Parent, Parent/Diff or Item level. These items are displayed in the form of a table.
This report also allows you to defer or postpone a line item, as in some cases, there may not be anything that the Inventory Analyst can do to resolve this issue at this point of time. This allows you to clear the issue from the list for a defined period of time.
You can View/Edit the item by selecting the Item hyperlink or by selecting Actions > View/Edit Item, which navigates to Item window.
The Item window is editable if you have the Maintain Privilege, else view mode.
You can opt to create order for the selected items by selecting Actions > Create Order. You can also opt to create Allocations for the selected items by selecting Actions > Create Allocations.You can update the Replenishment attributes by selecting Actions > Update Replenishment Attributes, which navigates to Replenishment Attributes window.You can decide to defer the variance report for a designated amount of time for the selected items by selecting Actions > Defer Variance.
This report shows the inventory figures by active, ranged, store, store grade, or region for a particular item. It provides visibility to sales forecast data for the items in the same time period. This is shown in context of the main Inventory Variance to Forecast report on the Inventory Analyst dashboard based on a Parent item, Parent Item/Diff Aggregate or Transaction Item, depending on the level of the report. For each location, the report will display the Available on Hand, Inbound units and Forecasted Sales values. The location with the highest inventory will be shown first.
This report shows the inventory figures by active, ranged, or virtual warehouse for a particular item. It is shown in context of the main Inventory Variance to Forecast report on the Inventory Analyst dashboard based on a parent item, parent item/diff aggregate, or transaction item, depending on the level of the report. For each warehouse, the available stock and inbound inventory will be displayed.
This report is contextual to Inventory Variance to Forecast report.
This report allows you to see open orders due in the next four weeks for the parent item, or parent item/diff aggregate, or transaction item selected to help determine whether there are any open orders that could be cancelled. It is shown in the context of the Inventory Variance to Forecast item table.
This report compares the "order to" levels set in the system, which drive the 'days of supply' calculations used in replenishment for replenished items, and the actual values based on recent order history. For items not on replenishment, only the Supplier Lead Time will be displayed.
This dashboard is intended to be used by a Corporate Inventory Control Analyst. The purposed of this dashboard to help in resolve inventory discrepancies and manage stock counts at the corporate level. By using this dashboard the user can ensure that the stock orders and RTVs are reconciled and closed in a timely manner and also the stock counts are reported, reconciled and processed within an acceptable processing window. Each report can be viewed by clicking on the respective tile on the left side of the dashboard. The tiles in this dashboard will be flagged to green, yellow, or red as an indicator of criticality.
Filters for this dashboard are:
Chain**
Area**
Location**
Supplier Site
Department
Class
Subclass
To view the inventory control dashboard:
From the Tasks menu select Reports > Inventory Control Dashboard. The Inventory Control Dashboard window appears.
The following sections include the Inventory Control Dashboard reports.
This report shows the transfers in 'Submitted' status that have passed a certain configurable number of days after creation without being approved or deleted and will need to be reviewed before approval or deletion.
You can approve or delete one or more transfers from the dashboard or launch Transfer Window in context to see the details in the transfer. Deleting a transfer will move the transfer to 'Deleted' status.
This report provides visibility to approved transfers that have passed their Not After Date plus a configurable number of days and not shipped. If Not After Date is not available for transfers then the report will consider Delivery Date. This report will exclude franchise order transfers and franchise return transfers. In case OMS_IND = 'Y', customer order transfers will be excluded too. This report will show only intra-company transfers if the user doesn't have inter-company privileges otherwise all. Overdue Transfer Shipment report will be accessible through tile in the dashboard. You can make a decision to Delete or view the Transfer by selecting Actions > Delete or View Transfer.
This report will provide visibility to approved allocations that have passed their Release Date plus a configurable number of days and not shipped. Overdue Allocation Shipments report will be accessible through tile in the dashboard. You can view allocation details, by clicking the Allocation hyperlink or the menu option, by selecting Actions > View Allocations.
This report will provide visibility to approved RTVs that have passed their Not After Date plus a configurable number of days and not shipped. If Not After Date is not available for RTVs then the report will consider Created Date. Overdue RTV Shipment report will be accessible through tile in the dashboard. You can make a decision to Cancel or Edit RTV by selecting Actions > Cancel RTV or Edit RTV.
This report is used by the Corporate Inventory Control Analyst to have visibility into stock orders that are either
Past their receipt date and have not been closed due to mismatches between the shipped and received quantities or
Shipped but not yet received despite being past their date of delivery
The number of such stock orders will be summarized on the report tile. The tile will be flagged green, yellow or red as an indicator of criticality. The criteria governing tile criticality takes account of two parameters; an acceptable processing delay in days and a threshold number of stock orders, both of which can be defined through configuration. Clicking on the tile will display the details of these stock orders in a tabular format. The table menu provides the Inventory Control Analyst with the Actions to View the Stock Order shipments and Reconcile them.
This report is used by the Corporate Inventory Control user for visibility to stock count locations from which physical count reports are pending/missing for both 'unit' and 'unit and value' type counts. Users have the option to view such counts based on relative aging and also edit or delete locations for which counts are pending. Users can also enter physical count data manually for select count locations that are missing count data.
This report is used by the Corporate Inventory Control Analyst to have visibility into Stock Counts (both 'Unit' and 'Unit & Value') that have an unit variance that is greater than a system defined tolerance. The number of stock counts with exceeding variances will be displayed on the report tile. The color will be set to green, yellow or red reflecting different levels of criticality based on the number of stock counts exceeding the tolerance and the existence of counts with variances are unresolved for more than a week after the count date. Clicking on the tile will display the details of these stock counts in a tabular format. The table menu provides the Inventory Controller options to view the unit variances and to accept or update the count results.
This report is used to provide visibility to items that were incidentally ranged to a location through transaction processing such as a customer return to a store. This report also shows user ranged item locations which have available inventory but is in a status other than "Active". This report is accessible via the tile "Unexpected Inventory" where the number on the tile will represent the count of item/locations that are present in the report. Users are able to make a decision on what action should be taken for these item/locations, such as updating the item/location status to "Active", changing them to "Ranged" locations or initiating transfers or RTVs. Users are able to launch the transaction data screen by which they are able to track the past transactions for the item location.
In-context reports are shown in selected RMS screens in collapsible panels and containers. These reports allow for an extension of information available in the associated screens to provide further details about a transaction or entity that is not present on the screen and dynamically refresh when certain actions (called contextual events) are performed on the task flow.
The RMS In-context BI reports are as follows:
Item Details Report
Margin Impact Report
Open to Buy Report
Order Shipments Report
Order Summary Report
Parent/Diff Summary Report
This report displays item details including a description of the item, item image, supplier site name, and hierarchical information. The unit cost, unit retail, VPN, Origin Country, and Pack Size are also included in this report.
It shows in the contextual pane of following RMS window:
Item Search
Item
Item Children
Item Children by Diff
Simple Pack
Related Items
Order Distribution
Order Details
Return to Vendor
Transfer Details
Mass Return Transfers
Stock Count Results
Contract
This report displays in the contextual pane of Cost Change by Item or Cost Change by Location in RMS to provide additional information about the item margins. The report displays the impact that the given cost change will have on the margin as well as the margin trend in the near future.
The report will show the Cost, Retail, and Margin values for cost change events two months in the past before the Effective Date of the given cost change and two months in future just after the Effective Date of the given cost change.
The report is contextual to the item, supplier, origin country, and effective date in the cost change by item screen and to the Item, location, and effective date in the cost change by location window.
This report shows OTB information for the subclasses for the items on an order. The user can choose to view this information either by a particular order type or all order types together by subclass, class or department. It provides deeper insight to take decision regarding PO approval or date changes. The report displays a stacked horizontal bar graph showing the Received and Outstanding order values and vertical line showing the OTB budget. This can be accessed in the Order Header screen for order types in ARB, N/B or BRB.
This report summarizes the shipments associated with a given order on Order Search window. It provides greater insight into the order by showing all associated shipments, ASN, Received Date/Expected Arrival Date, and Status. You can launch Shipment window by clicking on Shipment No.
This report shows the total order cost and its breakup by received, outstanding and cancelled values. It displays the order summary information, either in terms of the associated cost or retail, based on the tab selected (cost/retail). This report can be seen on the Order Search screen and Can be used for taking decision regarding cancellation or date change of order when seen along with Order Shipments report.
This report shows the summary of order or transfer quantity by parent/diff contextually. Users can choose which diffs to use for aggregating. For pack items, if it contains items from different parent items, you can toggle through different parent items. This report is available on Order Details and Transfer Details window.
