1. Reports Guide
  2. Merchandising

9 Merchandising

Item Sales Analysis Report

Complete the Item Sales Analysis Save Options Screen (Additional Report Selections).

For more information: See the sample report in PDF format.

Note:

This report is also available as a spreadsheet file, which you can open in a spreadsheet application such as Microsoft Excel®. 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 to the data according to your business requirements. See Reports Available in Spreadsheet Format for more information.

Contents:

  • Sort selection
  • Report code and description
  • Date and time of report generation
  • Starting and ending accounting periods included on the report
  • Additional selection criteria, including the department, category, class, status, warehouse, vendor, or buyer (the remaining selection options are not currently implemented)
  • For each sort option (vendor number in the sample report)
  • Item/SKU and description
  • Item status; this is the item status from the SKU table if it is defined; otherwise, this is the item status from the Item table.
  • Primary warehouse assigned to the item
  • Number of units on-hand in the warehouse
  • Cost of the item, derived from the Average, Standard, or FIFO cost in the SKU table, depending on your Costing Method (A25)
  • Cost extension: total quantity on-hand * cost
  • Percentage that this item represents in the overall cost of the items on the report: extended cost of item / total extended cost of all items on the report
  • Number of units sold during the selection time period
  • Total dollar value of the units sold during the selection period, based on the price to the customer
  • Percentage that this item represents in the overall dollars sold on the report: total dollars sold / total dollars sold for all items on the report
  • On-order quantity on unreceived purchase orders
  • Total units returned by customers
  • Total dollar value of customer returns
  • Total cost of all items on the report
  • Total percentage cost of all items on the report (100.00%)
  • Total dollar value sold of all items on the report
  • Total percentage sold of all items on the report (100.00%)

Item Stock Status Report

Select the Print Only or Save and Print option at the Item Stock Status Save Options Screen. The system generates the report, according to your selections and submits a batch job (ITM_STKSTS).

For more information: See the sample report in PDF format.

Note:

This report is also available as a spreadsheet file, which you can open in a spreadsheet application such as Microsoft Excel®. Please note that the spreadsheet file includes SKU information in a separate row for each entry, and as a result there is a blank row following each non-SKU’d item. See Reports Available in Spreadsheet Format for more information.

Contents:

  • Item/SKU: A user-defined code that represents a unit of inventory.
  • Description: The description of the item/SKU entered in the Item/SKU field.
  • Warehouse: A code that represents the warehouse, validated against the Warehouse table.
  • Status: A user-defined code that represents the item's status such as obsolete, discontinued, etc.
  • On-hand quantity: The number of units in the warehouse at the time the report was run.
  • On-hold quantity: The number of units on hold at the time the report was run. This field is not currently implemented.
  • Open quantity: The number of units open at the time the report was run.
  • On-order quantity: The number of units on order at the time the report was run.
  • Reserve quantity: The number of units on reserve at the time the report was run.
  • Backorder quantity: The number of units on backorder at the time the report was run.
  • Price: The price of the item/SKU. Derived from the Item or SKU table.
  • Backorder dollars: The accumulated dollar amount of all units on backorder for the selected time period. Incremented during Billing.

Item Upload Error Report

Purpose: Use this report to review item upload records that did not process correctly because they contain errors. You can correct errors at the Change Item Upload Screens.

See Retail Item Upload Errors for a list of errors that can occur for an item upload record.

This report sorts in created date/created time/record type sequence.

Select Process File at the Work with Retail Item Upload Screen to process the RI Item Upload Table (RIIUPP).

For more information: See the sample report in PDF format.

Contents:

  • Created Date: The date passed for the item upload record. Blank if an invalid date was passed.
  • Created Time: The time passed for the item upload record. Blank if an invalid time was passed.
  • Record Type: The code and description of the type of information processed through the item upload.
  • 01: Item/SKU
  • 03: Item/Offer
  • 04: SKU/Offer
  • 05: Item Price
  • 06: SKU Price
  • 07: Vendor Item
  • 08: Item UPC
  • 09: Item Coordinate
  • Request Type: A code and description indicating the type of information processed through the item upload.
  • A: Add
  • C: Change
  • D: Delete
  • Key Type: A code and description indicating how the system identifies the Order Management System item or SKU associated with the item upload record.
  • IT: Item/SKU
  • LS: Long SKU values
  • RS: Retail style number
  • UP: Item UPC code
  • Item: The code for the item associated with the item upload record.
  • SKU: The code for the SKU associated with the item upload record.
  • Error Message: A description of the error associated with the item upload record; see Retail Item Upload Errors.

Open PO’s by Vendor Report

Complete the Print Open PO's By Vendor Screen.

For more information: See the sample report in PDF format.

  • Due dates selected from...to: due dates selected from (date range you selected)
  • Vendor #: the code and name of the vendor
  • PO No: purchase order number
  • Line: PO line number
  • Entry date
  • Item: Item number.
  • SKU: SKU code for the item.
  • Vendor item: Vendor item number.
  • Item description: Item description.
  • SKU description: For SKUed items, the SKU description displays; for non-SKUed items, the item description displays.
  • Promise/due date: if the promise date is blank, the system uses the due date
  • Net quantity: quantity that remains open on the purchase order
  • Net cost: the cost after discounts or surcharge have been applied
  • SKU open orders: number of open customer orders
  • Quantity on order: amount that covers all open purchase orders for the item
  • Quantity available: quantity available plus quantity on order
  • Days required: the number of days between the entry date and the due date, not including weekend days
  • Days from entry: the number of days since the purchase was entered; the number of units is represented in each column
  • 0-7 days
  • 8-14 days
  • 15-22 days
  • 22 or more days
  • Total cost for vendor
  • Total cost

PO Expected Delivery Report

Purpose: Use this report to review open purchase order lines that are due to be received within a specified date range.

This report sorts in warehouse/vendor #/PO #/Item/SKU code/due date sequence.

Select Accept at the PO Expected Delivery List Prompt Screen.

For more information: See the sample report in PDF format.

Note:

This report is also available as a spreadsheet file, which you can open in a spreadsheet application such as Microsoft Excel®. See Reports Available in Spreadsheet Format for more information.

Contents:

  • Date range: The date range you entered at the PO Expected Delivery List Prompt Screen, limiting the report to open purchase order lines whose Due date falls within this date range.
  • Warehouse: The code and description of the warehouse expected to receive the inventory on the purchase order line. This is the Whs field in the PO Detail table.

For each purchase order line in the PO Detail table whose Status is O (open) and whose Due date falls within the report’s PO due date range.

  • Vendor #: The vendor number associated with the open purchase order line. This is the Vendor # field in the PO Detail table.
  • Vendor name: The name of the vendor associated with the open purchase order line.
  • P/O #: The purchase order number containing the open purchase order line. This is the P/O # field in the PO Detail table.
  • Item: The code for the item on the open purchase order line. This is the ITM number field in the PO Detail table.
  • SKU: The SKU code for the item on the open purchase order line. This is the SKU code field in the PO Detail table. Note: Included only if you selected Print SKU details at the PO Expected Delivery List Prompt Screen.
  • Item description: The first 25 positions of the description of the item on the purchase order line. If you selected to Print SKU detail, only the first 15 positions of the item description is included.
  • SKU description: The first 15 positions of the description of the SKU on the purchase order line. Note: Included only if you selected to Print SKU details at the PO Expected Delivery List Prompt Screen.
  • Due date: The date the open purchase order line is due to be received. This is the Due date field in the PO Detail table.
  • Open qty: The open quantity on the open purchase order line that is expected to be received within the report’s date range. The system uses this calculation for open purchase order lines in the PO Detail table whose Date date falls within the report’s date range: order qty - rec qty = open qty. Note: If you did not select to Print SKU details, the Open qty represents the quantity on all open purchase order lines in the PO Detail table for the same P/O #, Vendor #, Due date, and ITM number.
  • Received qty: The quantity received on the purchase order line. From the Received qty field in the PO Detail table.
  • Cost extension: The extended cost of the items on the open purchase order line. The system uses this calculation for open purchase order lines in the PO Detail table whose Due date falls within the report’s date range: Price - (Unit Dsc amount + PDT unit discount amt 1 + PDT unit discount amt 2 + PDT unit discount amt 3) x Open qty = extension. Note: If you did not select to Print SKU details, the Extension represents the extended cost on all open purchase order lines in the PO Detail table for the same P/O #, Vendor #, Due date, and ITM number.
  • Warehouse totals: Open quantity, Received quantity and Extension totals by warehouse.
  • Open quantity: The total open quantity across all open purchase order lines that are expected to be delivered to the specified warehouse within the report’s date range. The system uses this calculation for open purchase order lines in the PO Detail table for the specified Whs whose Date date falls within the report’s date range: order qty - rec qty = open qty
  • Received quantity: The total quantity received across all open purchase order lines for the specified warehouse within the report’s date range.
  • Extension: The total extended cost across all open purchase order lines that are expected to be delivered to the specified warehouse within the report’s date range. The system uses this calculation for open purchase order lines in the PO Detail table for the specified Whs whose Due date falls within the report’s date range: Price - (Unit Dsc amount + PDT unit discount amt 1 + PDT unit discount amt 2 + PDT unit discount amt 3) x Warehouse total open qty = extension

Printing Purchase Order Reports

Topics in this part

Purchase Order Auto Cancel Report

Complete the PO Auto Cancel Date Selection Pop-Up Window.

For more information: See the sample report in PDF format.

Contents:

  • PO # (Purchase order number): The number assigned to a purchase order.
  • Ref # (Reference number): An internal reference number that may be stored with the purchase order. For example, the reference number may represent an internal purchase order number from a pre-printed purchase order or an internal control for departmental purchase orders.
  • Vendor # (Vendor number): The code that identifies the vendor or supplier of an item.
  • Vendor name: The name of the vendor or supplier.
  • Cancel date: The date that the purchase order should be flagged for cancellation.
  • Entry date: The date that the purchase order was entered on the system.
  • Due date: The date that the purchase order is due to be received
  • Print date: The date that the purchase order was printed.
  • Revised date: The date that the purchase order was revised.
  • Buyer: A code that identifies a person who is authorized to make purchases for your company.
  • Whs (Warehouse): A code that represents the warehouse into which merchandise will be received.
  • Sts: The status of the purchase order. When you first create a PO, the status will be Open or Suspended. Status options:
  • C - Cancelled
  • H - Held
  • O - Open
  • S - Suspended
  • X - Closed

Record Deleted from RI Item Upload Report

Purpose: Use this report to review item upload records that were deleted at the Work with Retail Item Upload Screen.

This report sorts in request date/request time/sequence number sequence.

Select Process File at the Work with Retail Item Upload Screen to process the RI Item Upload Table (RIIUPP).

For more information: See the sample report in PDF format.

Contents:

  • Request date: The date the item upload record was created.
  • Request time: The time the item upload record was created.
  • Request type: a code indicating the type of information processed through the item upload.
  • A: Add
  • C: Change
  • D: Delete
  • Record type: The code and description of the type of information processed through the item upload.
  • 01: Item/SKU
  • 03: Item/Offer
  • 04: SKU/Offer
  • 05: Item Price
  • 06: SKU Price
  • 07: Vendor Item
  • 08: Item UPC
  • 09: Item Coordinate
  • Sequence number: The sequence number associated with the item upload record that was deleted.
  • Item: A code for the item associated with the item upload record.
  • SKU: A code for the SKU associated with the item upload record.
  • Changed by user: The user ID of the person who deleted the item upload record.
  • Total number of records deleted: The total number of item upload records that were deleted.

Vendor Upload Error Report

Purpose: This report lists any records in the Vendor Upload table that contain errors. You can use this report to determine the vendor upload records you need to correct.

Note:

Each vendor upload record in an error status is associated with only one error (the first error the system finds for the record). Once you correct the error and resubmit the vendor upload batch program, the system validates the record for additional errors.

This report sorts in record type, company, vendor number sequence.

Select Submit at the Submit Vendor Upload Screen to submit the vendor upload batch program.

For more information: See the sample report in PDF format.

Contents:

  • Record type: Identifies whether the vendor upload record is an add, modify, or delete, or if the record type is missing or invalid. The total number of records that contain errors for each type of record (add, modify, delete, missing/invalid) is listed underneath each record type.
  • Company number: Identifies the Order Management System company where you wish to upload the vendor upload record. Company 0 indicates that the company number is missing from the vendor upload record (the Company field is blank).
  • Vendor number: A code that identifies the vendor you are creating, updating, or deleting, based on the record type defined for the vendor upload record. Vendor number 0 indicates that the vendor number is missing from the vendor upload record (the Vendor # field is blank).
  • Vendor name: The name of the vendor. The vendor name is blank if the vendor name is missing from the vendor upload record (the Vendor name field is blank).
  • Error Description: A description of the error associated with the vendor upload record; see Vendor Upload Errors
  • Number of records: The number of vendor upload records for each record type (add, change, delete, missing/invalid) that are in error.