Analysis. 02 Detail Report full purchase order data. Report Manual

Transcription

1 Analysis 02 Detail Report full purchase order data Report Manual Version I

2 Table of Figures Figure 1: BI Portal: Start Page... 2 Figure 2: BI Portal: Navigation to Report... 3 Figure 3: Report Name... 4 Figure 4: Report Specifications... 5 Figure 5: Report page... 5 Figure 6: Booking Date prompt... 6 Figure 7: Legal Entity Code prompt... 7 Figure 8: Category Name L0 prompt... 7 Figure 9: Category Name L1 prompt... 8 Figure 10: Category Name L2 prompt... 8 Figure 11: Category Name L3 prompt... 9 Figure 12: Category Name L4 prompt... 9 Figure 13: Creditor ID prompt Figure 14: Creditor Aggregated Name prompt Figure 15: Plant prompt Figure 16: System ID prompt Figure 17: Purchase Order Number prompt Figure 18: Material Number prompt Figure 19: Purchase Order Line Type prompt Figure 20: Purchase Order Line Status prompt Figure 21: Country of Origin prompt II

3 Table of Contents Table of Figures... II Table of Contents... III 1 Introduction Report Location Detail Report full purchase order data Content Used Measures Mandatory Prompt Page Optional Prompt Page Result Contact... XV III

4 1 Introduction This manual is intended for the use of the 02 Detail Report full purchase order data within the Analysis application. This standard-report allows the business to analyze the purchase order volume from different perspectives and in a very granular way. The purchase order volume can be analyzed for a defined time-frame and can be broken down by system ID, company, category, supplier and material number. All those parameters can be selected via prompt page. It is possible to search for suppliers by ID or by name. The report is intended for detailed analysis and contains the purchase order number, purchase order line item, purchase order type, purchase order status and delivery dates (requested delivery date, confirmed delivery date and actual delivery date). It is also possible to search for specific purchase order numbers only. The classification of the ordered material into high cost or low cost country and the related country of origin (based on the information from material master) is also included. The purchase order volume will be shown in invoice currency, local currency and SEK. Apart from that, the quantities (ordered quantities, delivered quantities, defective quantities) as well as the order unit and the base unit of measurement are available in the report. I

5 2 Report Location BI Startpage With the Go-Live of the Analysis application the existing BI Portal has been extended to help the user to find information and navigate to the Analysis and its predefined standard reports. Figure 1: BI Portal: Start Page With a click on the More info button at the GHorizon@Spend Analysis tab, the user opens a general information page about the GHorizon@Spend Analysis application. Within this page the user can navigate to the predefined reports by clicking onto the Standardreports GHorizon@Spend Analysis tab. II

6 Figure 2: BI Portal: Navigation to Report On the Global Standardreports tab, the user is able to select the predefined Analysis reports and navigate to the specific report or its report manual. III

7 Cognos BI Portal With the GoLive of the Analysis application, a predefined report 02 Detail Report full purchase order data has been provided within the Getinge BI Portal. The reports are located in the following path within the Cognos BI Portal. Public Folders Reports --> Predefined Reports GHorizon@Spend Analysis Figure 3: Report Name 3 Detail Report full purchase order data 3.1 Content The report consists of 2 pages. The first presenting the selected report specifications and the second contains a list that presents the information for the selected parameters. The report will be executed in Excel format. Report Specifications The first page is a summary page which displays the selected parameter values to ensure that the user is able to recap the selected values. IV

8 Figure 4: Report Specifications Report Page The report page provides detailed information based on the selected legal entities and other parameters. Figure 5: Report page 3.2 Used Measures Ordered Qty Ordered Qty BUoM V

9 Delivered Qty BUoM Defective Qty BUoM Ordered Value IC Ordered Value LC Ordered Value SEK 3.3 Mandatory Prompt Page The report contains 2 prompt pages. The first page contains 3 mandatory parameters to be selected, while the second contains 13 more parameters to be selected that are all optional. Booking Date The Booking Date prompt is a calendar prompt that allows the user to select a range for the desired booking date. The booking date reflects the date once the purchase order has been entered in the ERP system. The user cannot execute the report without selecting any booking date range. Figure 6: Booking Date prompt Legal Entity Code All Legal Entity Codes are shown in the Legal Entity Code prompt. One or more Legal Entity Code can be selected. This prompt follows the regional structure: Region Sub-Region Country Legal Entity The first selection has to be done on regional level. The report cannot be executed without selecting a region. In order to continue the selection on sub-region level, the user has to click on the reprompt button. After that, VI

10 the relevant sub-regions for the selected regions will be shown and the user can continue to select on subregion level, country level and finally on legal entity level. Figure 7: Legal Entity Code prompt Category Name L0 All Category Names Level 0 are shown in the Category Name L0 prompt. One or more category can be selected. The user cannot execute the report without selecting any category. Figure 8: Category Name L0 prompt 3.4 Optional Prompt Page At this stage, the user has the choice to execute the report with the selected parameters by clicking on Finish. Alternatively, the user can select additional prompts by clicking on Next. VII

11 Category Name L1 All corresponding Category Names L1 to the selected Category Name L0 are shown in the Category Name L1 prompt. One or more category can be selected. The user can execute the report without selecting any category. The user must press on the reprompt button in order to see the corresponding next category level selections. Figure 9: Category Name L1 prompt Category Name L2 All corresponding Category Names L2 to the selected Category Name L1 are shown in the Category Name L2 prompt. One or more category can be selected. The user can execute the report without selecting any category. The user must press on the reprompt button in order to see the corresponding next category level selections. Figure 10: Category Name L2 prompt VIII

12 Category Name L3 All corresponding Category Names L3 to the selected Category Name L2 are shown in the Category Name L3 prompt. One or more category can be selected. The user can execute the report without selecting any category. The user must press on the reprompt button in order to see the corresponding next category level selections. Figure 11: Category Name L3 prompt Category Name L4 All corresponding Category Names L4 to the selected Category Name L3 are shown in the Category Name L4 prompt. One or more category can be selected. The user can execute the report without selecting any category. Figure 12: Category Name L4 prompt Creditor ID The Creditor ID prompt allows the user to search for desired Creditor ID; the user can select one or more Creditor ID. The user can execute the report without selecting any Creditor ID. IX

13 Figure 13: Creditor ID prompt Creditor Aggregated Name The Creditor Aggregated Name prompt allows the user to search for desired Creditor Aggregated Names; the user can select one or more Creditor Aggregated Name. The user can execute the report without selecting any Creditor Aggregated Name. Figure 14: Creditor Aggregated Name prompt Plant The Plant prompt allows the user to search for desired plants, which is sometimes used to differentiate between the factory and the warehouse; the user can select one or more plants. The user can execute the report without selecting any plant. X

14 Figure 15: Plant prompt System ID The System ID prompt allows the user to search for desired System ID s; the user can select one or more System ID s. The user can execute the report without selecting any System ID. Figure 16: System ID prompt Purchase Order Number The Purchase Order Number prompt allows the user to search for desired Purchase Order Numbers; the user can select one or more Purchase Order Number. The user can execute the report without selecting any Purchase Order Number. XI

15 Figure 17: Purchase Order Number prompt Material Number The Material Number prompt allows the user to search for desired Material Numbers; the user can select one or more Material Number. The user can execute the report without selecting any Material Number. Figure 18: Material Number prompt Purchase Order Line Type Prompt The Purchase Order Line Type prompt allows the user to search for desired Purchase Order Line Types; the user can select one or more Purchase Order Line Types. The user can execute the report without selecting any Purchase Order Line Type. XII

16 Figure 19: Purchase Order Line Type prompt Purchase Order Line Status The Purchase Order Line Status prompt allows the user to search for desired Purchase Order Line Status; the user can select one or more Purchase Order Line Status. The user can execute the report without selecting any Purchase Order Line Status. Figure 20: Purchase Order Line Status prompt Country of Origin The Country of Origin prompt allows the user to search for desired Country of Origin; the user can select one or more Countries of Origin. The user can execute the report without selecting any Country of Origin. Figure 21: Country of Origin prompt XIII

17 3.5 Result After selecting the desired prompting options for the report, the Finish button at the end of the prompt page has to be clicked to execute the report. XIV

18 4 Contact Getinge Group Business Intelligence Team If you need any assistance or support, please contact us at: XV