Purpose: Use the Document Management screen to work with reports generated by Order Management System.
How are reports different from forms? Reports are listings that present summary or detail information for use by staff, while forms include specific information for a single customer, vendor, or order, and are available for distribution to the customer or vendor. For example, the Pick Unit report lists total single-line and multi-line picks generated, while each generated pick slip form includes the customer’s name and address and details about the order that is shipping with the pick.
PDF files: Each report is generated as a PDF (portable document format) file, typically opened through the Adobe Reader or within a separate browser window. Certain reports are also available in spreadsheet format, so you can work with them in a spreadsheet application.
Oracle Business Intelligence Publisher report settings: Order Management System Cloud Service uses an integration with Oracle Business Intelligence Publisher to generate certain forms and reports. See Oracle Business Intelligence Publisher (BI Publisher) Forms and Reports Settings for more information on the required setup.
In this chapter:
• Reports Available in Spreadsheet Format
• Reports Not Currently Implemented
How to display this screen:
• Click the My Docs
icon (
in the upper right area of a screen), or select My Docs from an Admin screen (such as
the About Application, Forms
Management Screen, Job
Management Screen, Commands, User Control, or System Messages
screens). When you advance to the screen this way, it displays all reports
generated through your user ID through any submitted job. See the fields
below for information on how to filter the reports listed on this screen.
• Click the report icon (
) for a submitted job at the Job
Management Screen (My Jobs)
to display the reports generated for that particular job only.
Report Listings and Display Options
Default settings for reports available for review: When you first advance to this screen, the most recent reports submitted by your user ID are currently available for review by scrolling up or down with the right-hand scroll bar. The reports are listed in reverse chronological order (newest to oldest).
Available reports updated when you filter: When you enter or select any search criteria and then click Filter, the screen displays reports that match these criteria. A message displays if the search results are greater than 200 records: The maximum number of records was exceeded. Please refine search criteria. Showing records 1-200. Enter additional search criteria to refine your search results.
Example: The screen currently includes the most recent reports available for review in reverse chronological order (newest to oldest): 20 of these reports are in the QPRINT queue, and 5 are in the DOCUMENTS queue. When you select QPRINT from the Queue field and click Filter, the screen displays only the most recent reports in the QPRINT queue.
Available reports restricted by Rank and All job authority:
• If the All job authority option is selected for your user control record, you can review all jobs, regardless of ranking.
• If the All job authority option is not selected for your user control record, you can review forms generated by other users only if their user control Rank does not exceed yours.
Example: |
User MSMITH has a Rank of 9, with All job authority selected. User TBROWN has a Rank of 9, with All job authority unselected. User JJONES has a Rank of 1, with All job authority selected. Result: • MSMITH can review reports generated by TBROWN because their Rank is the same; however, MSMITH cannot review reports generated by JJONES, because a Rank of 1 exceeds a Rank of 9. • TBROWN cannot review reports generated by any other users, because he does not have All job authority. • JJONES can review reports generated by all other users based on his Rank and All job authority. |
Note: Different rules control the authority to view forms and reports than the rules that affect the Job Management Screen. The user’s Rank does not affect authority to view jobs.
Column sort: You can sort on any column by clicking the column heading name. When you first click, the sort is in ascending alphanumeric (A-Z) or numeric (lowest to highest) order. Click again to change the sort to descending (Z-A) or numeric (highest to lowest) order.
Field |
Description |
Document |
The program that generated the report. Click the document icon to open the report in a separate window. From this window, you can review and optionally print the report, using the standard Windows print options for your PC. Note: • The PDF icon ( • The spreadsheet icon ( • The glasses icon ( • If you already have a separate browser window open to review another report or a form, the system does not open an additional window; instead, the previous form or report is replaced with the recently-selected report. • If you click on a document that has not yet finished generating, the system displays an unexpected error window. When you close this window, the system displays an Are you sure you want to leave this page window; select leave page to return to the Document Management screen. Filter options: • to display reports by document name: enter a full or partial document name and click OK. • to display reports regardless of document name: if you have previously entered a full or partial document name, clear the entry and click OK. |
Job name |
The job that generated the report. Filter options: • to display reports by job name: enter a full or partial job name and click OK. • to display reports regardless of job name: if you have previously entered a full or partial job name, clear the entry and click OK. |
Output queue |
The output queue where the report is saved. The default output queue is QPRINT for some reports and DOCUMENTS for others. See Reports Troubleshooting for more information. Filter options: • to display reports for a single output queue: select the output queue from the drop-down list and click OK to display reports in that queue. • to display reports regardless of output queue: if you have previously selected an output queue, clear the selection and click OK. |
Pages/File Size |
The size of the report file in kilobytes; for example: 10 KB. Any reports generated using a tool other than Oracle Business Intelligence Publisher display the report’s length in pages; for example: 10 Page(s). Note: If you advance to the Document Management screen before the job has finished generating the report, the value indicated here might not be correct until the job completes. |
Date |
The date and time when the report was generated in MM/DD/YY-HH:MM:SS. Filter options: • to display reports
generated on or after a specific date: click the calendar
icon ( • to display reports generated on the current date: click the calendar icon, select Today from the bottom of the calendar, and click OK. • to display reports regardless of the date generated: if you have previously selected a date, clear the date and click OK. |
User name |
The user ID of the person who generated the report. Your user ID defaults. Submitted through web service request? When you use the CWProcessIn message or the ProcessIn message to start a periodic process, the report is listed under your default user set up during installation. Contact your cloud administrator or system administrator to confirm the user ID of the default user, and see Using the CWProcessIn Message to Start a Periodic Process or Using the ProcessIn REST Message to Start a Periodic Process for background. Filter options: • to display reports generated by another user: enter a complete, valid user ID and click OK. • to display reports regardless of the user who generated them: clear the current entry in this field and click OK. |
Status |
The only status currently implemented is READY (the report is ready for review). |
Job |
A system-assigned identification number to track the job generating the report. When you use the ProcessIn Message or the CWProcessIn Message to start a job with the wait_for_completion tag set to Y, this is the job number returned in the response message. Filter options: • to display reports for a particular job number: enter a valid job number and click OK. • to display reports regardless of job number: if you have previously entered a job number, clear the entry and click OK. |
)
indicates that the report is available in PDF format. Click the icon
to open the report in a portable document format application. 
) indicates that the report is available in spreadsheet format.
Click the icon to open the report in a spreadsheet application. See 
) indicates that the report has already been reviewed in a prior
session, by you or another user. If your user ID is assigned a 
), select a date,
and then click Document Management Screen Options
Option |
Procedure |
Review, and optionally print, a generated report |
Click the document icon to open the report in a separate window. From this window, you can print the report using the printers currently available to your local PC. Note: The system keeps a single additional window open for you to review a report or a form. If you already had a report or form open in the additional window, the system replaces the document previously displayed with the report you have just selected. Reopen the additional window to review the recently selected report. |
Change which reports are displayed on the screen |
|
Restrict or expand the list of displayed reports based on one of the available column headings |
See the Report Listings and Display Options for information on how to filter the reports displayed based on various criteria. |
Refresh data listed on the screen |
Click Refresh. Newly generated reports are added to the screen in READY status as they are generated. |
Sort by column |
Click the column heading name. When you first click, the sort is in ascending alphanumeric (A-Z) or numeric (lowest to highest) order. Click again to change the sort to descending (Z-A) or numeric (highest to lowest) order. |
Delete an individual report |
Select the checkbox to the left of a report and click Delete. |
Display additional information about a report or advance to a different screen If you advance to a different screen and then return, your filter entries are not retained. For example, if you are currently filtering on a specific queue, and you advance to the Job Management (My Jobs) screen and return, the Queue column no longer filters on that queue. |
|
Display information about Order Management System Cloud Service |
Select About. |
Advance to the Forms Management Screen screen |
Select My Forms. |
Advance to the Job Management Screen |
Select My Jobs. |
Advance to the Advanced Commands screen, where you can advance to working with user control records if you have sufficient authority |
Select Advanced Commands. This option is available only for users that have authority to the Advanced Commands option. |
Return to the previous screen |
Select Exit. |
Reports Available in Spreadsheet Format
Purpose: Certain reports are available as spreadsheet files, which you can easily open in a spreadsheet application and then work with the data to suit your business requirements. Reports available in spreadsheet format are:
Report |
Fast Path |
LIPS |
|
|
Note: Only the sort by Category $ Sold Ascending and by Item $ Sold Ascending are available in spreadsheet format, but you can use your spreadsheet application to sort the data as needed. |
MISA |
|
Note: Only the sort by Item Warehouse is available in spreadsheet format, but you can use your spreadsheet application to sort the data as needed. |
MISS |
MRDU |
|
Backorder Report by Descending Dollars by Division/Warehouse Note: This is the only version of the backorder report by descending dollars that is available in spreadsheet format, but since the data is the same in other versions, you can use your spreadsheet application to sort the data as needed. |
PBOD |
PBOR |
|
PBOR |
|
PBOR |
|
PBOR |
|
PBOR |
|
PDHD |
|
PDHS |
|
PDSJ |
|
PDSJ |
|
PDTS |
|
PERR |
|
PERR |
|
|
The spreadsheet format is available regardless of whether you select the Print SKU detail option when you generate the report. |
PEXD |
PHOR |
|
PITH |
|
POCT |
|
|
Note: If there is a page break in the printed report within the items listed for a single warehouse, the warehouse column headings (warehouse code and description) are included as an additional row in the spreadsheet file. On Hand by Vendor by Warehouse Report Note: If there is a page break in the printed report within the items listed for a single warehouse and vendor, the warehouse and vendor column headings (warehouse code and description and vendor code) are included as additional rows in the spreadsheet file. |
POHW |
POPA |
|
POPP |
|
POTS |
|
Product Performance Report (Ordered Totals) Note: Only the sort by ascending items or by descending total dollars are available in spreadsheet format, but you can use your spreadsheet application to sort the data as needed. |
PPPR |
Product Performance Report (Shipped Totals) Note: Only the sort by ascending items or by descending total dollars are available in spreadsheet format, but you can use your spreadsheet application to sort the data as needed. |
PPPR |
PPRR |
|
PROR |
|
Sales Journal Summary by Period |
PSJM |
PSJP |
|
PSSR |
|
PSTD |
|
PSTX |
|
PUSA |
|
PUSA |
|
SDEP |
|
WOBR |
|
WSPS |
|
N/A (generated through SLSSMOT periodic function) |
Opening the file as a spreadsheet:
The spreadsheet icon (
) next to
the report indicates that the report is available in spreadsheet format
(such as the FLR0393 report in the image below):
Click the spreadsheet icon to work with the report in your default spreadsheet application. A window opens asking if you would like to open or save the selected file.
Things to note:
• Formatting: When you initially open the report in your spreadsheet application, the data might not be formatted to your preferences. For example, certain columns might appear too narrow to display their full contents. Also, alphanumeric fields that can also include numeric values (for example, the item code) might be in cells that are formatted as numeric data. In this situation, changing the cell properties to text can correct the alignment.
• Decimal and Thousand Separators: Your spreadsheet application may override any decimal and thousand separator settings for numbers with its own number separators. Change the settings in the spreadsheet application to the separators you wish to use.
• Totals: For the most part, totals and subtotals that appear on the PDF version of the report are not included in the spreadsheet file. You can use your spreadsheet application to insert rows for totals or subtotals and perform any required calculations.
• Blank columns and rows: Columns and rows that can include data are included in the spreadsheet file, even if there is no relevant information for the column or row in your report results. For example, when a report includes a separate column to flag order lines that have VAT charges, this column is blank in your spreadsheet file if you do not charge VAT in your company.
• Negative amounts: For negative amounts and quantities, the minus sign is on the left side in the spreadsheet file (rather than the right side, as it appears in the PDF version) so that your spreadsheet application can correctly render the negative values and include them in calculations.
• Page breaks and column headings: Page breaks in the PDF version of the report are not represented in the spreadsheet file as repeated column headings unless they also introduce a new grouping of data. For example, the sales journals are each broken out into separate groupings, such as by invoice date and pay type, so in these reports the column headings repeat for each grouping in the spreadsheet file.
• Automatic backup of spreadsheet files: If you leave a spreadsheet file open for a period without saving it, your spreadsheet application may display an error message. This error occurs because the spreadsheet application attempts to back up working files periodically, and the spreadsheet file name includes invalid characters. To avoid seeing this error message, save the spreadsheet file using a logical, valid file name soon after opening it.
• Deletion of spreadsheet files: When you remove the report at the Document Management screen, the system deletes the selected spreadsheet file only; when you remove the job at the Job Management screen, the system deletes both the PDF file and the spreadsheet file.
Opening a spreadsheet file for a language other than English: When you use a spreadsheet application such as Microsoft Excel to open a spreadsheet file in a language other than English, the content might not display correctly. To open the file and use language-specific encoding, follow a process such as the following.
Note: The exact steps vary depending on the spreadsheet application you use and the version of the application.
1. Download and save the CSV file.
2. Open a blank workbook in the spreadsheet application.
3. At the top of the screen, select Data > From Text or Data > Get External Data > From Text.
4. Locate the downloaded file and select Import.
5. In Step 1 of the Text Import wizard, select the Delimited option and in the File origin, select the correct language code. For example, for French, select 65001:Unicode(UTF-8). Click Next.
6. In Step 2, select Comma from the delimiters section. The Text qualifier field should then show a double quote. Click Next.
- If the wizard prompts for where you want to put the data, click any cell on the blank worksheet to determine where the data should go.
- If the wizard prompts for a column date format, select General.
- If the Import Data window prompts for where to import the data, select the Existing worksheet, accept the default entry, and click OK.
7. Click Finish to import the data.
Reports Not Currently Implemented
Order Management System Cloud Service uses an integration with Oracle Business Intelligence Publisher to generate certain forms and reports. As part of the transition to Oracle Business Intelligence Publisher, if a report has not yet been converted to Oracle Business Intelligence Publisher, instead of generating the report the system will generate a generic document with the following information, where REPORT is the name of the generated report:
The requested document is not currently implemented: REPORT
The following reports are not currently implemented.
Report |
Fast Path or Function |
CPGIXUP periodic function |
|
WPPV |
|
WPPV |
|
PCUPLD periodic function |
|
WPRO or PRMOUPL periodic function |
|
PURGEOR periodic function |
|
OEOM |
|
STRUPLD periodic function |
|
MRPC |
|
MRQR |
|
MRBO |
|
MRIW |
|
MRSO |
|
SLSUPLD periodic function |
|
EMAILUD periodic function |
Some possible troubleshooting questions and answers are:
Question |
Possible Answer(s) |
How is the system determining the date format for dates that display on reports? |
Reports and forms generated using Oracle Business Intelligence Publisher display the date in the date format defined in Oracle Business Intelligence Publisher for the locale in the Company table. Since the only locale supported is English, the date format for reports generated using Oracle Business Intelligence Publisher is always MM/DD/YY. Reports and forms that are not generated using Oracle Business Intelligence Publisher, display the date in the date format defined for the company. Note: Reports that are not associated with a company display the date in the date format defined for the DEFAULT_DATE_FORMAT property. |
How is the system determining the decimal and thousand separator for numbers that display on reports? |
Reports and forms generated using Oracle Business Intelligence Publisher use the number format defined in Oracle Business Intelligence Publisher for the locale in the Company table. Since the only locale supported is English, the decimal separator is always a period (.) and the thousand separator is always a comma (,). Reports and forms that are not generated using Oracle Business Intelligence Publisher display numbers using the characters defined in the DECIMAL_SEPARATOR and THOUSAND_SEPARATOR properties. |
Are reports automatically deleted? |
Reports older than the JOB_RETENTION_DAYS property in Working with Customer Properties (PROP) are deleted, along with the related jobs, when you restart Order Management System Cloud Service. |
Why are the outer portions of the page cut off when I print a report? |
Make sure that the Page scaling option in the Print dialog box is set to Fit to printer margins or Shrink to fit when printing a form to prevent information on the edge of the page from being cut off. |
Why doesn’t a new window open when I click the name of a report at the Document Management Screen? |
The system keeps a single additional window open for you to review a form or a report. If you already had a form or report open in the additional window, the system replaces the document previously displayed with the report you have just selected. Reopen the additional window to review the recently selected report. |
I removed a job at the Job Management Screen and now I cannot find the report. Why? |
Deleting a job automatically deletes the reports generated through that job. |
Why wasn’t a job deleted when I removed all of its generated reports at the Document Management Screen? |
Deleting all generated reports for a job does not automatically delete the job. Use the Job Management Screen (My Jobs) to delete the job. |
How can I find out about the data on a report? |
Use the Reports listing to find a link to a description of the report and a report sample. |
Why is there a single line of detail information on page two of a report, and then the third page of the report is labelled “Page 2"? |
Contact your Order Management System Cloud Service representative if this issue occurs on one of your generated reports. |
Why does the Document Management Screen indicate that a report is 1 page long, while the report is actually longer? |
If you advance to the Document Management Screen while the report is still being generated, the number of pages indicated at the screen might be incorrect until the job completes. |
How can I improve the legibility of reports on the screen? |
If some reports are not displayed clearly, you can try setting the Smooth Text option (under Preferences > Page Display in your PDF reader, such as Adobe Acrobat) to For Laptop/LCD screens. |
