GCSS-Army Transaction Guide

Transcription

1 GCSS-Army Transaction Guide Business Purpose The Unit Equipment Readiness List (UERL) is a report that displays the Equipment On-hand (EOH) status for only the reportable equipment from the MTOE/TDA. This report is used primarily by Property Book, S4, and Unit Supply personnel to verify the accuracy of assets reported to the Net Unit Status Report (NetUSR) system. Business Trigger Run the Unit Equipment Readiness List for a reporting organization when there is a need to view that organization's Equipment On-Hand (EOH) posture for reportable equipment. Navigating to the Transaction To begin this transaction, navigate to the GCSS-Army Portal.

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3 Page: 3 of 23 GCSS Army Portal Since the Unit Equipment Readiness Listing (UERL) report can be customized according to your need, it is important to know specifically what you are looking for before generating the report. In this example, you are the PBO, S4, or Unit Supply representative preparing for the monthly Unit Status Report (USR). You must review the Equipment On-Hand (EOH) status for your organization using the UERL report. The UERL can be generated at any time and shows adjustments made by the PBO through the previous day (as it is updated nightly). In this particular example, you want to investigate your M4A1 Carbines, LIN C Note: The UERL only shows reportable items, and can only be generated for the units that are authorized the equipment on their MTOE or TDA. 1. Home tab. 2. BI Launch Pad link to open SAP BusinessObjects.

4 Page: 4 of 23 SAP BusinessObjects In the top left corner of the screen, you can see the My Documents tab. By clicking on the My Documents tab, you can navigate to Favorites, where you will find all of your customized reports. In this example, you have not yet saved a customized UERL report, so you must create one based on the default report. Reminder: This report is created using data the SAP Business Warehouse (BW) system extracts each night from the GCSS-Army Enterprise Central Component (ECC) transaction system. The data displayed includes the previous day s transactions. The customized report can be saved in your Favorites folder for future use. Data updates occur each night, so running the report from your Favorites will reflect updates made the previous day. 3. Expand button to the left of the GCSS folder. 4. Property Book folder. 5. Double-click the Unit Equipment Readiness List list item.

5 Page: 5 of 23 Prompts (Dialog Box) Prompts allow you to define the scope of your report. The UERL report has a required prompt, *Force Element Hierarchy, and an optional prompt, Home PBID. Required prompts are indicated by an asterisk (*). In this example, you will search for a specific Force Element Hierarchy at the Battalion level. 6. *Force Element Hier (Mandatory) list item in the Prompts Summary section to select it. 7. [Search] field in the Force Element Hier (Mandatory) panel. 8. Type your entry in the [Search] field (for example, WH98*). In this example, the asterisk is a wild card that tells the system to return all values that begin with WH Search button to the right of the [Search] field to display a list of UICs that begin with WH98. WH98AA - CS BN BRIGADE S... list item to select it.

6 Page: 6 of 23 [arrow pointing to the right] button to add the UIC to the list of selected prompt values. OK button to run the report. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version:

7 Unit Equipment Readiness List (1) Hide the Navigation Map panel to get a better view of the report. 13. Close Side Panel button. Page: 7 of 23

8 Page: 8 of 23 Unit Equipment Readiness List (2) Review the default view of the report. Use the table below for column information. Characteristics UIC Unit Identification Code Auth LIN Authorized Line Item Number Note: This is the prime LIN. Sub LIN Substitute Line Item Number Note: This is the SUBLIN IAW SB or an In Lieu Of (ILO) substitute. Nomenclature MPO Description: Line Item Number (LIN) plus Description of the primary authorized LIN ERC Equipment Readiness Code Status Code Status code Note: The status code is displayed as text replacing the 2-digit code. DOD Doc. Department of Defense document number Planned Ship Planned ship date Date Note: This is the planned ship date on the purchase order (PO). Key Figures Required Qty Quantity required to be fully mission capable in a wartime environment Note: This required quantity is for MTOE Authorizations Only. Authorized Quantity authorized to have on-hand Qty

9 Key Figures Stock OH Assigned OH Shortage Excess PO In PO Out STO In STO Out Page: 9 of 23 Quantity of stock in the storage location Quantity of prime LIN Stock On Hand as calculated by pooled reporting, which takes into account any ILOs and Substitutions Note: Pooled reporting is a management tool of system logic that matches unit authorizations to on-hand stock. Required Quantity minus Stock On Hand (as calculated by pooled reporting), which includes any ILOs and Substitutions Example (Authorized LIN C05070): Required Quantity of 5 minus Stock On Hand of 0 equals a Shortage of 5. Stock On Hand minus Required Quantity (as calculated by pooled reporting), which includes any ILOs and Substitutions Example (Authorized LIN C05002): Stock On Hand of 26 minus Required Quantity of 14 equals an Excess of 12. Net quantity to be shipped: The PO quantity minus the quantity already received against the PO Net quantity shipped: The PO quantity minus the quantity already received against the gaining unit s inbound delivery from the PO Net quantity to be shipped: The STO quantity minus the quantity received against the inbound delivery for the STO. Net quantity shipped: The STO quantity minus the quantity received against the gaining unit s inbound delivery from the STO. 14. right side of the Horizontal scroll bar to view additional columns. 15. left side of the Horizontal scroll bar to scroll back. Copyright 2014 United States Government, as represented by the Secretary of the Army. All rights reserved. Effective Date: 01 January 2014 Version:

10 Page: 10 of 23 Unit Equipment Readiness List (3) Currently, the report is primarily sorted by UIC, then by Auth (Authorized) LIN, and then Sub LIN. Instead of sorting first by UIC, it is more logical for your purposes to change the report to sort first by Auth LIN and Sub LIN, and then by UIC. To do this, begin by removing the UIC column from the report. You will add it back in a later step. 16. Design tab to display additional tabs for designing your report. 17. Right-click the UIC column to display a drop-down menu. 18. Delete list item.

11 Page: 11 of 23 Remove table's element (Dialog Box) The Remove table's element dialog box appears, asking whether you wish to remove the column or row you clicked on. Select the Column option button. 19. Column option button. 20. OK button to remove the UIC column from the report.

12 Page: 12 of 23 Unit Equipment Readiness List (1) Now, add the UIC column back to the report in the appropriate position. Removing and then adding the column to the correct position is the best business practice and enables the system to properly reevaluate and recalculate the report data. 21. Available Objects button to display the Available Objects panel. 22. Drag the UIC (0DF_FORCE) folder and drop it to the left of the Nomenclature column. 23. Close Side Panel button.

13 Page: 13 of 23 Unit Equipment Readiness List (2) The report is now sorted in order by Auth LIN, Sub LIN, and UIC. Review the report. Then, scroll down until you reach Auth LIN C right side of the Horizontal scroll bar to view additional columns. 25. left side of the Horizontal scroll bar to scroll back. 26. Go Bottom button in the bottom right corner of the screen to scroll to the bottom of page 1 of the report. 27. Go Bottom button in the bottom right corner of the screen to go to the next page of the report. 28. bottom of the vertical scroll bar to scroll down to LIN C06935.

14 Unit Equipment Readiness List (3) Now scroll right to investigate LIN C right side of the Horizontal scroll bar to view additional columns. 30. left side of the Horizontal scroll bar to scroll back. Page: 14 of 23

15 Page: 15 of 23 Unit Equipment Readiness List (4) You can see that LIN C06935 has been assigned R97234 as a SubLIN across the units in your organization. Export the report to Microsoft Excel as required Export Document As list item. 33. Excel (.xlsx) list item. 34. Open button in the dialog box at the bottom of the screen to export the report to Excel. Export drop-down button.

16 Page: 16 of 23 Unit Equipment Readiness List.xlsx [Read-Only] - Excel The UERL report has been exported to Excel. All standard Excel functionality is available, such as sort, print, and save. 35. right side of the horizontal scroll bar to view the right side of the report. 36. Close button in the upper right corner of the screen to return to the UERL report in SAP BusinessObjects.

17 Page: 17 of 23 Unit Equipment Readiness List Once the design of your UERL report is complete, save it to your Favorites to eliminate the need to create it again the next time you want to run it. Note: Only you will have access to reports saved to your Favorites. By saving the UERL report, you can reuse the adjusted report without having to recreate it. Saving it places it in your Favorites folder in the My Documents tab Save As list item to open the Save As dialog box. Save Menu drop-down button.

18 Page: 18 of 23 Save As (Dialog Box) 39. File Name: field. 40. Type your entry in the File Name: field (for example, WH98AA UERL 10October2016). 41. Save button.

19 Page: 19 of 23 Unit Equipment Readiness List Note: The report tab now reads the new report file name. Your redesigned report is now saved to your Favorites folder. Exit the report and return to SAP BusinessObjects. 42. Close this tab button on the WH98AA UERL 10October2016 tab to exit the report and return to the Documents tab.

20 Page: 20 of 23 SAP BusinessObjects You have now returned to SAP BusinessObjects. Before exiting SAP BusinessObjects, verify that the customized UERL report has been saved to your Favorites. 43. My Documents tab, which is directly above the Folders tab in the top left corner of the screen.

21 Page: 21 of 23 SAP BusinessObjects (My Documents Tab) Your customized UERL report is available in your Favorites folder. When it is time to run the report again, click the My Documents tab and double-click on the report name to open the Prompts window. All of your previous selections will be displayed. Running the report displays current data. You can now exit SAP BusinessObjects. Note: The Address bar is now displayed at the top of the screen to show how to exit SAP BusinessObjects. 44. Close Tab button on the BI Launch Pad - SAP NetW... tab to return to the GCSS-Army Portal.

22 Page: 22 of 23 GCSS Army Portal You have generated, exported, and saved the Unit Equipment Readiness List report. From this screen, you can do either of the following: Start another transaction Log off GCSS-Army 45. You have completed this transaction.

23 Page: 23 of 23 Summary You have generated, exported, and saved the Unit Equipment Readiness List report.