A Report Options

The parameters below are used to configure and enable certain features in the dashboard and contextual reports in Merchandising. Most of these are system level only, but certain options also have the ability to define department level exceptions. Where available, these have been flagged below.

Option	Reports	Dashboard	Department Default?	Default Value	Description
Beginning of Week to Estimated Arrival Date Days	Early/Late Shipments	Buyer	No	0	Indicates the tolerance in days for when shipment may need to be shifted to the previous OTB week due to it arriving close to the beginning of the week. POs that exceed this tolerance are displayed in the report.
Dimensions	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight dimensions as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Display Contextual Report Parameter Values	N/A	N/A	No	Yes	Indicates whether or not the reports used to show the contextual payload for Merchandising screens is displayed. It is expected that at the beginning of your implementation you may want this set to Yes, but in production it would be No, as it is used more for testing purposes.
Display Critical Stock Counts Missing Above	Stock Count Missing	Inventory Control	No	10	Defines the number of locations missing for a stock count that influences the color of the tile for the Stock Count Missing report.
Display Items Created Days Ago	Inactive Items Inactive Item Locations	Data Steward	Yes	200	Controls which items or item location combinations will be displayed in the Inactive Item or Inactive Item Location reports, respectively, based on how long the item (or item/location) has existed. Department level exceptions can also be defined, if applicable.
Display Last Transacted Days Ago	Inactive Items Inactive Item Locations	Data Steward	Yes	200	Controls which items or item location combinations will be displayed in the Inactive Item or Inactive Item Location reports, respectively, based on how long the item (or item/location) last had a transaction. Department level exceptions can also be defined, if applicable.
Display OTB	Early/Late Shipments Open to Buy	Buyer	No	Y	Determines whether OTB issues should be displayed in the Early/Late Shipments Report and whether the Open to Buy report is displayed in the Buyer dashboard.
Estimated Arrival Date to Open to Buy Date Days	Early/Late Shipments	Buyer	No	0	Indicates the tolerance in days for the estimated arrival date and the OTB end of week date. If the dates are further apart than the tolerance, it may indicate a need to shift the OTB week. POs that exceed this tolerance are displayed in the report.
Filter Location Type	N/A	Inventory Analyst	No	A	Determines whether you want to use area or store grade in the filter in the Inventory Analyst dashboard. Valid values are Store Grade (G), Area (A), or Store (S).
HTS	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight HTS classification as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Images	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight images as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Import Attributes	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight import attributes as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Include Factory Check	Order Alerts	Inventory Analyst	No	Y	Determines whether or not to check if a factory has been associated with a purchase order and display the order in this report if it is missing. Valid values are Yes (Y) or No (N).
Inventory Variance to Forecast Report Supported	Inventory Variance to Forecast	Inventory Analyst	No	Y	Indicates if the Inventory Variance to Forecast report in the Inventory Analyst dashboard is being used. If yes, the system will preserve 4 weeks of item weekly forecasted sales data before loading the next set of forecasting data
Item/Location - Critical Count	Unexpected Inventory	Inventory Control	Yes	10	A count of locations with unexpected inventory that is higher than this number would result in the related tile turning Red in the dashboard.
Item/Location - Include Deleted	Unexpected Inventory	Inventory Control	Yes	Y	Indicates whether item/location combinations in delete status should be displayed in the report. Valid values are Yes (Y) or No (N).
Item/Location - Include Discontinued	Unexpected Inventory	Inventory Control	Yes	Y	Indicates whether item/location combinations in discontinued status should be displayed in the report. Valid values are Yes (Y) or No (N).
Item/Location - Include Inactive	Unexpected Inventory	Inventory Control	Yes	Y	Indicates whether item/location combinations in inactive status should be displayed in the report. Valid values are Yes (Y) or No (N).
Item/Location - Warning Count	Unexpected Inventory	Inventory Control	Yes	5	A count of locations with unexpected inventory that is higher than this number would result in the related tile turning Yellow in the dashboard.
Location Count Threshold	Late Posted Transactions	Finance Analyst	No	0	Indicates the tolerance for locations with late posted transactions for a month and is used to determine the color of the tile for the report on the dashboard. It works with the Transaction Count Threshold. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Locations	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight locations as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Locations Exceeding Threshold Critical Count	Stock Count Value Variance	Finance Analyst	No	0	Indicates the number of stock counts in exception that would result in the tile on the dashboard displaying the report to change colors. Works with the Variance Threshold % for unit or value variance and the Past Count Date Days for missing counts. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Lower Inventory Variance % - High	Inventory Variance to Forecast	Inventory Analyst	Yes	-5	Specifies the upper limit of the lower threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value.
Lower Inventory Variance % - Low	Inventory Variance to Forecast	Inventory Analyst	Yes	-10	Specifies the lower limit of the lower threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value.
Margin Impact Month Range (+/-)	Margin Impact Contextual Report	N/A	No	2	Defines a Month Range Considered for Margin Impact Contextual BI Report
Maximum Variance %	Shrinkage Variance	Finance Analyst	No	15	Indicates the percent variance for actual shrink as compared to budgeted shrink that will be used to determine the color of the tile on the report, working with the Variance Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Maximum Variance %	WAC Variance	Finance Analyst	No	15	Indicates the maximum tolerance outside for variance between pricing cost and average cost for item/locations. It works with the Variance Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Minimum Variance	Cumulative Markon Variance	Finance Analyst	Yes	10	Used to compare the CMO % of displayed month to the department budgeted intake %. Any subclass/location combinations that are found to exceed this threshold will be displayed in the report.
Not After Date to End of Week Days	Early/Late Shipments	Buyer	No	0	Indicates the tolerance in days for when shipment may need to be shifted to the previous OTB week due to it arriving close to the beginning of the week. POs that exceed this tolerance are displayed in the report.
Number of Weeks for Expiring Rules	Rules with Upcoming End Dates	Tax Rules	No	4	Indicates the number of weeks to consider for the Rules with Upcoming End Dates report.
Number of Weeks for Pending Approval	Rules Pending Approval	Tax Rules	No	4	Indicates the number of weeks to consider for the Rules Pending Approval report.
Organizational Hierarchy Display Level	Late Posted Transactions	Finance Analyst	No	30	Determines the level of organization hierarchy that the chart should display on its Y axis. Valid values are Area (40), Region (30), or Store (50).
Past Count Date Days	Stock Count Missing	Inventory Control	No	3	Indicates the number of days after a count date that a count will be considered missing if no results have been received. Additionally, it is works with the Stock Count Location Exception Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Past Expected Receipt Date Days	Overdue Transfers Overdue Allocations Overdue RTVs	Inventory Control	No	3	Indicates the number of days since a transfer, allocation or RTV should have been received into a location, beyond which the transfer, allocation or RTV should be shown in the reports.
Past Item Creation	Incomplete Items	Data Steward	Yes	3	Indicates the number of days past the item creation date that items should start to appear on this report for evaluation.
Past Receipt Date Days	Stock Orders Pending Close	Inventory Control	No	5	Number of days since an open transfer or allocation was received, beyond which it should appear in this report.
Quantity Threshold	Negative Inventory	Inventory Analyst	Yes	0	Indicates the quantity on hand for an item/location below which the item/loc should appear in this report.
Quantity Threshold	Unexpected Inventory	Inventory Control	Yes	0	Indicates the count per item/location above which the item/location should appear in this report.
Reference Items	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight reference items as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Related Items	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight related items as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Replenishment	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight replenishment attributes as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Seasons/Phases	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight seasons and phases as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Show Worksheet Orders	Orders Pending Approval	Buyer	No	N	Indicates whether submitted orders or both submitted and worksheet orders should be shown in this report. Valid values are Yes (N) or No (N).
Simple Packs	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight simple packs as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Stock Count Location Exception Count	Stock Count Missing Stock Count Unit Variance	Inventory Control	No	10	Indicates the number of stock counts in exception that would result in the tile on the dashboard displaying the report to change colors. Works with the Variance Threshold % for unit or value variance and the Past Count Date Days for missing counts. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Stock Orders Critical Count	Transfers Pending Approval Overdue Transfers Overdue Allocations Overdue RTVs Stock Orders Pending Close	Inventory Control	No	10	This will determine whether the tiles for the applicable report is green, yellow, or red if the count in the report exceeds this setting.
Subclass Locations Exceeding Variance Critical Count	Cumulative Markon Variance	Finance Analyst	No	0	Determines the count of subclass/locations with variance higher that this number would result in tile for this report turning Yellow or Red.
Substitute Items	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight substitute items as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Tickets	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight tickets as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Transaction Count Threshold	Late Posted Transactions	Finance Analyst	No	0	Indicates the tolerance for transactions posted late for a month and is used to determine the color of the tile for the report on the dashboard. It works with the Location Count Threshold. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Transfer Pending Approval Past Creation Date	Transfers Pending Approval	Inventory Control	No	3	Number of days past the create date of a transfer that it should appear in this report if it is not yet approved.
UDAs	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight user defined attributes (UDAs) as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).
Upper Inventory Variance % - High	Inventory Variance to Forecast	Inventory Analyst	Yes	10	Specifies the upper limit of the upper threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value.
Upper Inventory Variance % - Low	Inventory Variance to Forecast	Inventory Analyst	Yes	5	Specifies the lower limit of the upper threshold range which will limit the items returned in the table based on the inventory variance percentage for an item to the forecasted value.
Validate Reference Items	Order Alerts	Inventory Analyst	No	Y	Determines whether or not to check for the existence of at least one reference item for each item on a purchase order and display the order/item in this report when missing. Valid values are Yes (Y) or No (N).
Variance Count	Shrinkage Variance	Finance Analyst	No	0	Indicates the count of subclass/location combinations that have exceeded their variance tolerance in the period that will be used to determine the color of the tile on the report, working with the Maximum Variance % to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Variance Count	WAC Variance	Finance Analyst	No	0	Indicates the number of item/location combinations that exceed the Variance Tolerance %. Additionally, it works with the Maximum Variance % to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Variance Threshold %	Stock Count Unit Variance	Inventory Control	No	10	Indicates the percent variance for the units based on the count's snapshot that will result in the count appearing in the report. Additionally, it is works with the Stock Count Location Exception Count to determine the color of the tile for the report on the dashboard. If both parameters are exceeded the tile will show red. If one of the parameters is exceeded the tile will showy yellow. If neither are exceeded, the tile will be green.
Variance Threshold %	Stock Count Value Variance	Finance Analyst	No	10	Defines the value variance tolerance % exceeding which the subclass/location will be displayed in the report.
Variance Tolerance %	Shrinkage Variance	Finance Analyst	No	10	Indicates the tolerance that will be used to compare the budgeted shrink rate to the actual shrink for the period for a subclass/location. If it falls outside this tolerance, it will be displayed in the report.
Variance Tolerance %	WAC Variance	Finance Analyst	No	10	Indicates the tolerance outside for variance between pricing cost and average cost for item/locations. If an item/location falls outside this tolerance, it will be displayed in this report.
VAT	Incomplete Items	Data Steward	Yes	R	Indicates whether or not the report will highlight value added tax (VAT) rates as a require attribute for item setup. Valid values are Required (R), Optional (O), or No (N).