My Sysco Reporting Cross Reference

Transcription

1 My Sysco Reporting Cross Reference Tip Sheet 1

2 Introduction... 3 How to Read the Cross Reference Table... 3 How to Use the Cross Reference Table... 4 Cross-Reference Tables... 6 Order... 6 Purchase... 6 Deliveries... 6 Price... 6 Misc Charges... 6 Sysco Product Classification... 7 Item... 7 Supplier... 7 Sysco Company... 7 Customer Location... 7 Time... 8 Customer... 8 Additional Purchase Report Fields

3 Introduction This document provides a cross-reference between Onelink custom report values and My Sysco Reporting Purchase report values. It is recommended that you perform the following steps to ensure your transition from Onelink to My Sysco Reporting is seamless and all of your data reporting needs are maintained. How to Read the Cross Reference Table The diagram below describes how to read the cross-reference tables contained in this tip sheet. 3

4 How to Use the Cross Reference Table Prior to the My Sysco Reporting go-live: 1. Generate, export, and save or print the current reports you use in Onelink. Note: The data fields displayed in Onelink reports will help you to determine which fields are needed in My Sysco Reporting when creating new reports. 2. In this document, navigate to the appropriate category table and locate the data field from your Onelink report (in this example, the Purchase (cs) field in the Purchase category). 3. See the equivalent/comparable field listed for the Purchase report (in this example, the Purchase Cs field). 4

5 After the My Sysco Reporting go-live: 1. Generate the Purchase report. 2. From the Report Results screen, select the Columns tab. 3. Add and remove columns included in the report as needed. 4. Select the Save, Share, & Schedule tab, and save your customized report for future use. Note: For a description of the My Sysco Reporting fields, select the Glossary tab from the Report Results screen. You can type keywords in the search field to quickly locate a term. Tip! Refer to the My Sysco Reporting Job Aid for detailed instructions on how to generate a report, add/remove columns, and save your customized report. You can also contact your Sysco Sales Associate for assistance. 5

6 Cross-Reference Tables This section contains the cross-reference tables. The cross-reference tables are grouped into the following Onelink categories to match how data fields are categorized in Onelink: Order Item Purchase Supplier Deliveries Sysco Company Price Customer Location Misc Charges Time Sysco Product Classification Customer Onelink (Custom Report Field) Order Quantity (cs) Order Qty Splits Purchase (cs) Purchase (cs eqv) Purchase (pc) Purchase (lbs) Purchase Splits No of Deliveries Order Purchase Deliveries Price My Sysco Reporting (Purchase Report Field) None None Purchased Cs Purchased Cs Eqv Purchased Pc Purchase lbs Purchased Splits None Purchase $ Purchased $ Avg Purchase Price/cs eqv Avg $ /Cs Eqv Avg Purchase Price/lb Avg $ /LB Avg Unit Price Avg $ /Cs Misc Charges Misc Charges $ Non-prod/ Misc. Chg Sales Tax $ Sales Tax $ 6

7 Onelink (Custom Report Field) My Sysco Reporting (Purchase Report Field) Sysco Product Classification Category Number Category # Category Name Category Name Major Number Major # Major Desc Major Name Intermediate Number Intermediate # Intermediate Des Sysco Brand Ind Item Intermediate Name Sysco Brand Ind SYSCO Number/ SUPC Product # Item Desc Pack/Size Brand Supplier Product Desc Pack/Size Brand ID Corp Vendor Number Corporate True Vendor # Manufacturer Product Code Corp Vendor Name GTIN MPC Corporate True Vendor Name GTIN Bus Unit Vendor Number Business Unit True Vendor # Bus Unit Vendor Name Company Name Sysco Company Business Unit True Vendor Name DC Name Company Number DC # Customer Group Name Customer Location National ID Name SYSCO Account Number Customer # Customer Store Number Customer Store # Address Customer Store Name City SYSCO Account Name State Postal Code Customer Address Customer Name Customer City Customer Name Customer State Customer Zip 7

8 Onelink (Custom Report Field) Year Time My Sysco Reporting (Purchase Report Field) Year Invoice Number Invoice # Quarter Month Week Date Customer Chain Name Concept Name Group OpCo Customer Store Customer Account Customer Quarter Month Week Invoice Date National ID Name Decentralized National ID Name DC Name Customer Store # (or Customer # if you don t have store number) Ship-to name Additional Purchase Report Fields The following are additional fields in the My Sysco Reporting Purchase report. These fields provide report data that was not previously collected using Onelink. My Sysco Reporting Purchase Report Available Fields Field Description Percentage of case equivalent purchased which are Sysco Branded compared to the total case equivalent purchased % Sysco Brand Purchased Avg $ /Stop Avg Cs Eqv /Stop Avg LBS /Stop Avg PC /Stop Avg Purchased $ /CS Eqv Catch Wgt Ind Credit/Debit Memo # Currency Code Current Due $ Customer Hierarchy # Average purchased dollars per delivery Average case equivalents purchased per each delivery (excludes remote, demand status, special order products NOT delivered on Sysco trucks) Average number of pounds per delivery Average pieces per delivery Total dollars for the case equivalent for the products purchased. Flag which indicates the product is a catchweight product Credit or debit memo number Currency code Total amount due for the customer at the time the report is generated Highest level of the SAP customer hierarchy (16* number) 8

9 My Sysco Reporting Purchase Report Available Fields (cont) Field Customer Hierarchy Business Unit # Customer Hierarchy Business Unit name Customer Hierarchy Name Customer Hierarchy Sub Business Unit name Customer PO # Customer Product # Customer Product Desc DC Source Vendor # DC Source Vendor Name DC True Vendor # DC True Vendor Name Decentralized National ID # District ID District Name Fuel Surcharge $ GL Code GL Desc GPO # GPO Name Inv Catch Wgt Minor # Minor Name Order Entry Method Product Status Code Proprietary Ind Purchased $ % Region ID Region Name Sales Order # Ship-To Address Ship-To City Ship-To Country Description Middle level of the SAP customer hierarchy number (17* number) Middle level of the SAP customer hierarchy name Highest level of the SAP customer hierarchy name Lowest level of the SAP customer hierarchy name Customer provided purchase order number Customer defined product number Customer defined product description Vendor number where the product was purchased by Sysco. Vendor name where the product was purchased by Sysco. Vendor # where the product was purchased by Sysco. Vendor Name where the product was purchased by Sysco. Decentralized National ID 8 character code District ID to which the customer is assigned District name to which the customer is assigned Fuel surcharge amount Customer defined General Ledger code Customer defined General Ledger code description Group Purchasing Organization Number Group Purchasing Organization Name Catch weight of the product purchased 4th detail level in the product category hierarchy Code 4th detail level in the product category hierarchy description Method the sales order was entered (Esysco, OMX, Customer service, etc) Indicator for the product's status at each DC Defines if the product is proprietary Percentage of dollars per product in comparison to total amount of dollars purchased Region ID to which the customers is assigned Region name to which the customers is assigned Sales order number Ship-to/Secondary customer street address Ship-to/Secondary customer city Ship-to/Secondary customer country 9

10 My Sysco Reporting Purchase Report Available Fields (cont) Field Description Stock Type Products can be stocked, non-stocked, remote stock, etc Ship-To State Ship-To Zip Ship-to # Storage Location Code Territory ID Territory Name Transaction Type UOM Unit Price Invoice Line # Ship-to/Secondary customer 2 character state code Ship-to/Secondary customer zip code Ship-to/Secondary customer number Location the product is stored in the DC warehouse Territory ID to which the customer is assigned Territory name to which the customer is assigned Type of order (standard, return, credit, debit, etc) The Units of Measure for the originally ordered item or the swap item Invoice unit price of the product Line number as it appears on the invoice 10