& Service. Service Consignment Stock unauthorized. Sales - Manual

Transcription

1 & Service Service Consignment Stock unauthorized Sales - Manual Version I

2 Table of Figures Figure 1: BI Portal: Start Page... 1 Figure 2: BI Portal: Navigation to Report... 2 Figure 3: BI Portal: standard reports... 2 Figure 4: Report Names... 3 Figure 5: Service Consignment Stock unauthorized Sales Report Specifications... 4 Figure 6: Service Consignment Stock unauthorized Sales Report page... 5 Figure 7: Company prompt... 6 Figure 8: Sales org prompt... 6 Figure 9: Location prompt... 6 Figure 10: Report results

3 Table of Contents Table of Figures... II Table of Contents... III 1 Introduction Report Location Service Consignment Stock unauthorized Sales Content Used Filters Used Measures Prompt Page Result Contact

4 1 Introduction This manual is intended for the use of the Service Consignment Stock unauthorized Sales report within the & Service application. It provides information to analyze unauthorized sales by location. The reports are designed to be executed on demand by the user, who wants to analyze the provided data. 1.1 Report Location BI Startpage With the GoLive of the the existing BI Portal has been extended to help the user to find information and navigate to the application and it s predefined standard reports. Figure 1: BI Portal: Start Page With a click on the More info button on the GHorizon@Aftermarket & Service field the user opens a general information site, about the GHorizon@ Aftermarket & Service application. Within this page the user can navigate to the predefined reports by clicking onto the Global standard reports tab. In the Global KPI tab the user can find common information about the implemented KPIs and their definition. 1

5 Figure 2: BI Portal: Navigation to Report On the Global Standard reports tab, the user is able to select the predefined service reports, and navigate to the specific report or its report manual. Figure 3: BI Portal: standard reports 2

6 Cognos BI Portal With the GoLive of the Aftermarket & Service application, a predefined Service Invoice Information report has been provided in Cognos BI. The reports are located in the following path within the Cognos BI Portal. Public Folders > Reports > Predefined_Reports > GHorizon@Aftermarket and Service > Service Reporting and KPI > 07_Customer Service Figure 4: Report Names 3

7 2 Service Consignment Stock unauthorized Sales This report displays the quantity and costs by location and material. 2.1 Content The Service Consignment Stock unauthorized Sales report consists of two pages. 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. Figure 5: Service Consignment Stock unauthorized Sales Report Specifications Report Page A list report of the selected data is shown. 4

8 Figure 6: Service Consignment Stock unauthorized Sales Report page 2.2 Used Filters The report has no default filters 2.3 Used Measures The report is displaying following measures: - Quantity - Costs 2.4 Prompt Page The prompt page has three parameters to be selected, one is mandatory. Company Companies are shown in the company prompt. One or more companies must be selected. The user can only see data for a company only if she/he is authorized to. The user has to select a company code in order to execute the report. 5

9 Figure 7: Company prompt Sales Org The user can select a sales organization. Figure 8: Sales org prompt Location The user can search for locations. Figure 9: Location prompt 2.5 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. 6

10 Figure 10: Report results 7

11 3 Contact Cognos Business Intelligence Team Rastatt If you need any assistance or support please contact us at: MAQUET Holding B.V. & Co. KG Kehler Straße 31 D Rastatt, Germany 8