Updates to the Total Asset Visibility (TAV) Report in BusinessObjects

Transcription

1 GCSS-Army Training Bulletin for Property Book, Unit Supply Date: 09-Aug-2016 Bulletin Number: TB Updates to the Total Asset Visibility (TAV) Report in BusinessObjects *This training bulletin replaces the previous bulletin dated 21-Jul This revised bulletin contains a note on how to access BusinessObjects from the GCSS-Army Portal on the top of page 2. Contents Audience... 1 Issues... 1 Resolution... 1 Total Asset Visibility (TAV) Report Updates... 2 Total Asset Visibility (TAV) Report Save to My Favorites... 5 Pooled Reporting Substitution Rules... 5 Common Causes of Data Differences Between ECC and BusinessObjects Reports... 6 Reasons Why Serialized Equipment Previously Displayed Incorrect Quantities... 6 Audience This training bulletin affects Property Book Officers, Asset Visibility Managers and Unit Supply Sergeants who are responsible for asset management. Issues The Consolidated Property List (CPL) report will be subsumed by the Total Asset Visibility (TAV) report and will no longer be available. The Total Asset Visibility (TAV) report will be removed from the GCSS-Army Portal. Property Book Officers and other Organization Supply users need TAV data in these reports to manage their property book assets. Resolution The TAV, which contains the data from both reports, will be available in the Property Book folder in BusinessObjects (BOBJ). In addition, it has been updated to include new Prompts, Key Figures, and Characteristics, as described in the following sections.

2 TB Aug-2016 Updates to the Total Asset Visibility (TAV) Report in BusinessObjects Page: 2 of 6 Note: To access the Property Book reports in BusinessObjects: 1. Click Home on the GCSS-Army Portal (to populate the Detailed Navigation section). 2. Click the BI Launch Pad link to open BusinessObjects in a separate tab and navigate to the Property Book folder. 3. Double-click the report name to open the prompts window. Total Asset Visibility (TAV) Report Updates The Total Asset Visibility report is an existing BOBJ report designed for Property Book Officers, Asset Visibility Managers and other Organizational Supply users to view equipment authorized (current and planned) and assigned to Unit Identification Codes (UICs) for which they are responsible. This report provides a view of authorized and on-hand equipment and provides the capability to compare that report to a UIC not in their structure (such as a TPE UIC). This report supports the ability to include and exclude various types of property for a mission or a deployment. The updates to the TAV report are as follows: Prompts Home PBID (an optional prompt) is a name change from INS Home Station. Force Element Nodes (a required prompt) is a name change from Force Element Node. This prompt, in addition to a name change, is now a required field and allows multiple force element nodes to be entered. Note: All prompts (required and optional) are shown above.

3 TB Aug-2016 Updates to the Total Asset Visibility (TAV) Report in BusinessObjects Page: 3 of 6 Characteristics and Key Figures In the report, characteristics are displayed on the left and key figures are displayed on the right Characteristics Default View There are no changes to the characteristics displayed in the default view of the report. Updated Characteristics The two updated characteristics are Home PBID and Operational PBID, as described below: Home PBID is a name change from INS Home Station. Operational PBID is a name change from INS Operational. Characteristic that has been removed: Batch

4 TB Aug-2016 Updates to the Total Asset Visibility (TAV) Report in BusinessObjects Page: 4 of 6 Key Figures Default View Stock OH is a name change from Actual OH. Note: Stock OH does not include serialized equipment records. If Equipment is added to the report, Stock OH will be blank and Serialized Equipmt OH will have a value of 1 for each record at the individual serial number level. Updated Key Figures The key figures available in this report are shown to the right. The key figures with a checkmark are displayed in the default view of the report. Those without a checkmark can be added to the report, when required. New Key figures that have been added: Serialized Equipmt OH STO In Order STO In GR STO Out Order STO Out GR PO In Order PO In GR PO Out Order PO Out GR PO In PO Out STO In STO Out Quantity of serialized equipment on-hand Caution: Filter the report before adding this characteristic to avoid the report timing out before returning data. Quantity to be shipped on STO Quantity received against STO Quantity shipped against STO Quantity received against STO Quantity to be shipped on PO Quantity received against PO Quantity shipped against PO Quantity received against GR Net quantity PO In Order minus PO In GR Net quantity PO Out Order minus PO Out GR Net quantity STO In Order minus STO In GR Net quantity of STO Out Order minus STO Out GR Key figures that have been removed: Net Equipmt OH Ex/(Short) Net Assign OH Ex/(short)

5 TB Aug-2016 Updates to the Total Asset Visibility (TAV) Report in BusinessObjects Page: 5 of 6 Total Asset Visibility (TAV) Report Save to My Favorites To keep the selections entered in the Prompts window and the report layout, save the report to your My Favorites. 1. Click the drop-down to the right of the Save button. 2. Select Save As list item to open the Save window. 3. Type the name for the report in the File Name field. 4. Click the Save button. The next time you want to run this report, access it from your My Favorites folder in BusinessObjects as described below. The prompts you entered and the report layout will look the same. However, the data displayed will be current. 1. Click the Documents tab. 2. Navigate through the My Favorites folder to report. 3. Double-click the report name to open the Prompts window with the selections populated. 4. Click the OK button to run the report. The data will be current (as of the previous day). Pooled Reporting Substitution Rules The default view of the Total Asset Visibility (TAV) report illustrates Pooled Reporting a management tool that matches unit authorizations to on-hand stock in the following order: 1. ILO Substitutes LINs designated as ILO substitutes of authorized LINs. 2. Direct Matches LINs that match the unit s Army Authorization Documents (such as MTOE and TDA). a. Priority P b. Priority A c. Priority (equal priority regardless of ERC assigned) d. Priority 5 All other authorizations e. Priority 6 On-hand without any authorizations 3. Authorized Substitutes LINs designated as approved substitutes for authorized LINS IAW Appendix H, SB

6 TB Aug-2016 Updates to the Total Asset Visibility (TAV) Report in BusinessObjects Page: 6 of 6 Common Causes of Data Differences Between ECC and BusinessObjects Reports The table below lists common conditions that cause differences between data in ECC reports (/ISDFPS/DISP_MAT_SIT and ZMATCOMP) and data in BusinessObjects (specifically the TAV report). The table also lists the expected results for each condition. Common Issue 1 Timing Data from ECC is extracted daily at 8:00 PM EST. The extraction and compiling process takes until at least mid-day of the following day to finish. 2 The material has a DODAAC and a LIN entry, but does not have a corresponding MPO associated with the LIN. 3 ZMATCOMP does not match the TAV for onhand quantity when Class IX equipment has a LIN and is installed at a functional location. 4 All or part of a force element structure is in Planned status, not Active status. 5 The stock is assigned to the wrong level in the force element structure. 6 When there are multiple stock MRP areas in the same UIC, ZMATCOMP may not match the quantities in the TAV report. Result If a stock balance changes, ECC reports, such as ZMATCOMP, may take several minutes to run but will show the changes in near-real time. The TAV report for the same UIC runs very quickly, but will not show the same changes until the following day or later, depending on processing speed and the local time zone. The TAV will show the right quantity, but ZMATCOMP will not. Reason: ZMATCOMP uses the MPO field to look up the LIN. Without an MPO, ZMATCOMP will not find the LIN and report no on-hand quantity. ZMATCOMP displays the quantity on hand, but the TAV report does not because they are not in stock. The force element hierarchy is seen by the reports as missing a branch. The reporting UIC is not what was expected. (With recent improvements to the reporting logic in ECC reporting, this is much less likely to occur than previously.) Note: Continue to correct such misassignments whenever you discover them. The customer must submit a Help Desk Ticket (HDT) to GCSS-Army requesting the removal of the specific MRP area no longer required by the user. Reasons Why Serialized Equipment Previously Displayed Incorrect Quantities The conditions listed below would previously have caused incorrect quantities to display in ECC reports. Although the data evaluation logic for ZMATCOMP has been modified to adjust for these conditions, Organizational Supply users should continue to correct these issues as they discover them. 1. Serialized equipment appeared in the wrong storage location because the reporting UIC was not what was expected. 2. The serial number profile changed from serialized to non-serialized (GANO) but there were still serialized equipment records in ECC. 3. The serial number profile changed from non-serialized to serialized but no equipment records were created.