Management Manual. Global Standardreports

Transcription

1 Management Manual Global Standardreports

2 History of changes Version Version Date Changes compared to previous version Initial I

3 Please navigate through the file by clicking on the elements in the Overall Content list. Overall Content History of changes... I Overall Content... II Introduction... III Location of the reports... III Reports... V Contact... VII II

4 1 Introduction This document serves as a management manual for illustration and description of all existing reports within the GHorizon@SCM application in the category Inventory Management. The GHorizon@SCM application is the group-wide BI solution to analyze and report inventory and movement data. The underlying SAP HANA database provides the required computing power to ensure performant analyses. 2 Location of the reports With the Go-Live of the GHorizon@SCM application the existing BI Portal has been extended to help the user to find information and navigate to the GHorizon@SCM and its predefined standard reports. Figure 1: BI Portal: Start Page The Cognos Group BI portal is the single point of data access for all group BI related reporting applications, global standard reports, dashboards and KPIs. With a click on the More info button at the GHorizon@SCM tab, the user opens a general information site about the GHorizon@SCM application. Within this page the user can navigate to the predefined reports by clicking onto the Global Standardreports GHorizon@SCM tab. III

5 Figure 2: BI Portal: Navigation to Report On the Global standardreports tab, the user is able to select the predefined Data Reports, and navigate to the specific report or its report manual. Figure 3: BI Portal: Navigation to Report On the Global Standardreports tab, the user is able to select the predefined reports and navigate to the specific report or the management manual. History of changes IV

6 3 Reports The next chapters give a detailed description of each GHorizon@SCM report in terms of content, used measures, prompt page and result page. By clicking on the individual report names you will be forwarded to the detailed manuals. History of changes... I Overall Content... II Introduction... III Location of the reports... III Reports... V 3.1 Goods Movement Inventory Movement... 1 Display Goods Movement... 3 COSO Critical Movements... 7 Receipt and Issued at Vendor Inventory Turn Rate Material Consumption Rate Scrap Postings per Period Sku tracking or aging Consignment Turn rate for Customer Consignment Stock Customer Consignment Stock per Period Receipt and Issue Consignment at Customer Vendor Consignment Stock per Period Inventory Inventory Results Inventory by Productline Outgoing Movements by Storage Location Inventory Turnrate by Material Number Current Inventory Value by ABC Class Current Sales Value/Amount by ABC Class Current Turns by ABC Class Stock Status Report V

7 3.3.9 Inventory Weekly Supplier Cockpit Supplier Cockpit - Plant Overview Supplier Cockpit - By Supplier Contact... VII History of changes VI

8 3.1 Goods Movement The Goods movement section in the Group BI Portal provides you a defined set of standardized reports for reporting purposes regarding movements of any material Inventory Movement Report Overview: The MM report Inventory Movement shows inventory movements by movement types in either valuated movements or quantity. The materials are grouped by MRP-Controller or Product-Family. The movements are shown within a period (smallest selectable period is 1 month). Besides the movements the starting and ending inventory of the selected period is also shown. Prompt Page: Company All companies are shown in the company prompt. Several companies can be selected. But in the report the user can only see data for the companies, which she/he is authorized to. Plant All plants are shown in the plant prompt. Several plants can be selected. But in the report the user can only see data for the plants, which she/he is authorized to. Period The period for the movements has to be selected. Select at least one month. Division The division can be selected optionally. If you do not select a division, all divisions are shown in the report. Key figure Choose whether you want to the valuated or quantity movements and inventories. Material classification In the report the materials are grouped by a material classification. You can choose whether the materials should be grouped by MRP-Controller (technical field MARC-DISPO) or the Product-Family (ZZMAD_ID). MRP-Controller is the default selection, since this field is filled for every material. You may use Product-Family if you re sure that this field is maintained in SAP for your company s materials. 1

9 Figure 4: Prompt Page Report 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. Figure 5: Report Results 2

10 3.1.2 Display Goods Movement Content The report is meant to be a detailed list report to give an overview of the quantities of all Movement per material for the selected movement type(s). This allows you for example to analyze a quantity of all delivered products by material number. The source of this report is SAP PE1. The Display Goods Movement 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 6: Display Goods Movement Report Specifications 3

11 Report Page The report page displays the list of all movement types, all materials and the corresponding quantity. Figure 7: Display Goods Movement Report page Used Filter: No additional filtering within the report. Used Measures: The Report only uses the Measure Movement Type Quantity, which indicates the amount of materials moved. Prompt Page: The prompt page has six parameters to be selected, of which are four mandatory and two optional. Inventory Movement starting month This is a mandatory selection, which allows you the select the starting month for the selection. Figure 8: Display Goods Movement Starting month for goods movement 4

12 Inventory Movement ending month This is a mandatory selection, which allows you the select the last month for the selection. Figure 9: Display Goods Movement Starting month for goods movement Company Code This is a mandatory selection, here you can filter on the relevant companies for your selection. A selection of more than one company is possible, therefore keep the CTRL key pressed by selecting the relevant compa-nies. In the results the user can only see data for the companies, which she/he is authorized for. Figure 10: Display Goods Movement Company Code Prompt Plant This is a mandatory selection, here you can filter on the relevant plants for your selection. A selection of more than one company is possible; therefore keep the CTRL key pressed by selecting the relevant companies. In the results the user can only see data for the plants, which she/he is authorized for. Figure 11: Display Goods Movement Plant Prompt 5

13 Segment This optional filter allows you to make selections based on the Segment from the profit center. Figure 12: Display Goods Movement Segment Prompt Movement Type This prompt gives you the opportunity to select the desired movement type by the movement type code. Figure 13: Display Goods Movement Movement Type Prompt 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

14 3.1.3 COSO Critical Movements The MM report COSO Critical Movements shows inventory movements that are defined as critical. The reports shows the material document, material document item, material, movement type, plant, storage location, quantity, amount in local currency and the username who initiated the movement and the reference. Current movements have defined as critical:

15 Prompt Page The Prompt Page contains one mandatory field, the selection option for Company. The start date and the end date for the posting date range are prepopulated with default values. You can further narrow the selection by providing the optional parameters for material document year and/or Storage location. Please provide the necessary values for the prompt and run the report. 8

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17 Figure 14: Prompt Page Report Results The report gives a detailed overview of inventory movements that are defined as critical. It contains the following information s: Year, Calendar Day, Material Document, Material Doc. Item, Materia, Material Plant, Plant Valuation Class, Storage location, Qty in Base, UoM Base Unit, Movement Type, Amount in local currancy, Debit/Credit, User Name and Reference. Figure 15: Report results 10

18 3.1.4 Receipt and Issued at Vendor To monitor the Receipts and Issues at Vendor, this report shows the Vendor Consignment Stock, together with the Receipt and issue quantities of Vendor Consignment Stock. Prompt Page Please select on the prompt page your criteria: 1. Select the Plant. Multi-Select is possible by holding control-key. This field is mandatory (all other selection fields are optional). 2. Select the Period From/Until. 3. Select the Vendor. Multi-Select is possible by holding control-key. 4. Select the Day Interval. 5. Select the Product hierarchy. Multi-Select is possible, type your selection (only lowest level of hierarchy allowed) left field then click on the Insert Button for every value to be added to the filter in the Execute the report by clicking in Finish Figure 5: Prompt Page 11

19 Report Results On the result page you can see the columns Plant, Plant Description, Segment, Calendar Day, Storage Location, Storage Location Description, Stock Type, Stock Type Description, Vendor, Vendor Description, Base Unit, Quantity Vendor Consignment Stock, Receipt Quantity Vendor consignment Stock and Issue Quantity Vendor Consignment stock, filtered based on the selection prompt. Figure 6: Report results 12

20 3.1.5 Inventory Turn Rate Report Overview If you do not select any materials in the variable query, the query runtime is longer. If the key figure cannot be calculated in the query (for example, if the total issue value in the relevant period = 0), the system enters " No calc possible in the relevant cell. The formula is the following: Inventory Turn Rate = Issued Value from Valuated Stock Average Inventory Value The Average Inventory Value can be defined as the average of the daily value weighted by the number of days contained in the selected time window. Example: stock value = 100. At the , 90 issued -> new stock 10. Average inventory value calculated for 2015 if key date = > ((100*29) + (10*2)) / 31= 93,55. Prompt Page Please select on the prompt page your criteria: 6. Select the Plant. Multi-Select is possible by holding control-key. This field is mandatory. 7. Select the Key Date. The system is automatically converting the user entry to a range covering the whole year prior to the entered date. This field is mandatory 8. Select the Material. Multi-Select is possible, type your selection in the left field then click on the Insert Button for every value to be added to the filter 9. Select the Product hierarchy. Multi-Select is possible, type your selection in the left field then click on the Insert Button for every value to be added to the filter Execute the report by clicking in Finish 13

21 Figure 16: Prompt Page Report Results On the result page you can see the columns Material, Material Description, Company, Company Description, Plant, Plant Description, Segment, Calendar Year/Month, XXX, Local Currency, Inventory Turnover, Issue Value, Valuated Stock and Average Stock Value. Figure 17: Report results 14

22 3.1.6 Material Consumption Rate This report provides the inventory aging for selected materials per week and calendar year. Inventory aging (= percentage of the average inventory value in relation to the goods issued quantity of the valuated stock) is calculated as follows: Inventory Aging = Average Inventory Value Value of materials posted Goods Issue The Average Inventory Value can be defined as the average of the daily value weighted by the number of days contained in the selected time window. Example: stock value = 100. At the , 90 issued -> new stock 10. Average inventory value calculated for 2015 if key date = > ((100*29) + (10*2)) / 31= 93,55. Prompt Page Please select on the prompt page your criteria: 10. Select the Plant. Multi-Select is possible by holding control-key. This field is mandatory. 11. Select the Key Date. The system is automatically converting the user entry to a range covering the whole year prior to the entered date. This field is mandatory 12. Select the Material. Multi-Select is possible, type your selection in the left field then click on the Insert Button for every value to be added to the filter 13. Select the Product hierarchy. Multi-Select is possible, type your selection in the left field then click on the Insert Button for every value to be added to the filter Execute the report by clicking in Finish 15

23 Figure 18: Prompt Page Report Results On the result page you can see the columns Material, Company, Company Description, Plant, Segment, Calendar Year, Local currency, Average Stock Value, Value Issued from Valuated Stock and Inventory Aging. Figure 19: Report results 16

24 3.1.7 Scrap Postings per Period This report provides an overview of the issue quantity, issue value, and the respective share of materials from the total stock that were posted using the material movement types to scrap. The query renders an annual inspection of the last 365 days, but the user can select a precise period within this year. For scrap calculation, following material movement types are considered as scrap: Movement Type Id Movement Type Description 551 GI scrapping 552 RE scrapping (Reversal) 553 GI scrapping QI 554 RE scrapping QI (Reversal) 555 GI scrapping blocked 556 RE scrapping blocked (Reversal) The formulas of the Proportion key figures are the following: Proportion of Total Stock Quantity = Proportion of Total Stock Value = Issue Quantity Scrap Quantity Total Stock + Issue Quantity Scrap Issue Value Scrap Value of Valuated Stock + Issue Value Scrap Prompt Page Please select on the prompt page your criteria: 14. Select the Plant. Multi-Select is possible by holding control-key. This field is mandatory. 15. Select the Period From/Until. 16. Select the Product hierarchy. Multi-Select is possible, type your selection (only lowest level of hierarchy allowed) in the left field then click on the Insert Button for every value to be added to the filter. 17. Select the Material. Multi-Select is possible, type your selection (only upper-case allowed) in the left field then click on the Insert Button for every value to be added to the filter. 18. Select the view (Mandatory) 17

25 Execute the report by clicking in Finish Figure 5: Prompt Page Report Results On the result page you can see the Company, Company Description, Plant, Plant Description, Segment, Material, Material Description, Calendar Year (Calendar Year View only), Calendar Year/Month (Period View only), Calendar Day (Calendar Day View only), Storage Location, Storage Location Description, Stock Category, Stock Category Description, Stock Type, Stock Type Description, Base Unit, Local Currency, Local Currency Description, Proportion of Total Stock Quantity, Proportion of Total Stock Value, Issue Value: Scrap and Issue Quantity: Scrap filtered based on the selection prompt. Figure 6: Calendar Day View Figure 7: Period View Figure 8: Calendar Year View 18

26 3.1.8 Sku tracking or aging This report enables the business to access movement data with the material document number and the last receipt and issue date of each material. Content The Sku tracking or aging consists of two pages. The first presenting the selected report specifications as usual and the second contains a list that presents all material information with material document number and last receipt and issue date. 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 20: Sku tracking or aging Report Specifications Report Page The report page provides a list with the following information: Company Code, Company, Plant, Plant Description, Storage Location, Storage Location Description, Material Number, Material Name, Batch Number, Supplier Code, Supplier Name, Material Document Number Movement, Last Receipt Date and Last Issue Date. 19

27 Figure 21: Sku tracking or aging Report page Used Measures Last Receipt Date Last Issue Date Prompt Page The prompt page has one parameter to be selected. This parameter is required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi Figure 22: Sku tracking or aging - Company prompt 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. 20

28 3.2 Consignment The section of the Data application contains information and reports which allow the business to analyze material raw data from the ERP System, e.g. inventory data, material consumption s, material prices Turn rate for Customer Consignment Stock Report Overview: The Inventory turnover is a measure of the number of times inventory is sold or used in a time period such as a year. The equation for inventory turnover equals the Cost of goods sold divided by the inventory. Customer Consignment Turnover Rate = Quantity of goods sold in a specific period Quantity on stock on a specific date Prompt Page: Please select on the prompt page your criteria: 1. Select the company code and plant Multi-Select is possible by holding control-key 2. Select from-period. 3. Select to-period. 4. Select Customer. This field is optional and not required. 5. Select fixed date for consignment. Figure 23: Prompt Page 21

29 Report Result: On the result page you can see Material and Material Description, Plant, Customer and Customer Description, the consignment stock on the fixed date and total sold quantities. The turnover rate was calcu-lated. Turnover rate = 0 No sold quantity in that period Turnover rate 0,1 > < 999 Real turn rate Turnover rate /0 No stock available Figure 24: Report results 22

30 3.2.2 Customer Consignment Stock per Period Report Overview: This report provides a total stock overview using the quantities of the consignment stock at customer with the different stock types. Prompt Page: Please select on the prompt page your criteria: 1. Select the Plant. Multi-Select is possible by holding control-key. This field is mandatory. 2. Select the Sold-to-Party. Multi-Select is possible by holding control-key. 3. Select the Month From/Until. 4. Select the Product hierarchy. Multi-Select is possible, type your selection (only lowest level of hierarchy allowed) in the left field then click on the Insert Button for every value to be added to the filter 5. Select the Date From/Until. 6. Select the Material Multi-Select is possible, type your selection (only upper-case) in the left field then click on the Insert Button for every value to be added to the filter 7. Select level of detail to display regarding the time information This selection is mandatory. Execute the report by clicking on Finish. 23

31 Figure 25: Promt Page Report Result: On the result page, you can see the columns Plant, Plant Description, Product Hierarchy, Material, Material Description, Sold-to-Party, Sold-to-Party Description, Calendar Year/Month (depending on view), Calendar Day (depending on view), Base Unit, Consignment stock at Customer, Unrestricted- Use Customer Consignment Stock, Consignment Stock at Customer in Q and Restricted-Use Consignment Stock at Customer for the selection made on the prompt page. Figure 26: Report results: Calendar Year/Month View Figure 27: Report results: Calendar Day View Figure 28: Report results: Period and Calendar Day View 24

32 3.2.3 Receipt and Issue Consignment at Customer Report Overview: This report provides a total stock overview of the quantity of the consignment stock at customer, broken down into receipt and issue quantities, as well as the quantity of consignment stock at customer, for which receipt and issue quantities are also listed. Prompt Page: Please select on the prompt page your criteria: 1. Select the Plant. Multi-Select is possible by holding control-key. This field is mandatory (all other selection fields are optional). 2. Select the Sold-to-Party. Multi-Select is possible by holding control-key. 3. Select the Period. 4. Select the Product hierarchy. Multi-Select is possible, type your selection (only lowest level of hierarchy allowed) in the left field then click on the Insert Button for every value to be added to the filter 5. Select the Material Multi-Select is possible, type your selection (only upper-case allowed) in the left field then click on the Insert Button for every value to be added to the filter 6. Select the Month or Calendar day view. Execute the report by clicking on Finish. Figure 29: Prompt Page 25

33 Report Result: On the result page you can see the columns Sold-to-Party, Sold-to-Party Description, Plant, Plant Description, Segment, Material, Material Description, Calendar Year/Month (Period View), Calendar Day (Calendar Day View), Stock Type Description, Base Unit, Consignment stock at Customer, Receipt Quantity: Consignment Stock at Customer, Issue Quantity: Consignment Stock at Customer for the selection made on the prompt page. Figure 30: Report results: Period View Figure 31: Report results: Calendar Day View 26

34 3.2.4 Vendor Consignment Stock per Period Report Overview: This report provides a total stock overview using the quantities of the vendor consignment stock with the different stock types. Prompt Page: Please select on the prompt page your criteria: 1. Select the Plant. Multi-Select is possible by holding control-key. This field is mandatory (all other selection fields are optional). 2. Select the Period From/Until. 3. Select the Vendor. 4. Select the Day Interval. 5. Select the Product hierarchy. Multi-Select is possible, type your selection (only lowest level of hierarchy allowed) in the left field then click on the Insert Button for every value to be added to the filter 6. Select Month or Calendar Day View Mandatory Exe cute the report by clicking on Finish. Figure 32: Prompt Page 27

35 Report Result: On the result page you can see the columns Plant, Plant Description, Segment, Vendor, Vendor Description, Storage Location, Storage Location Description, Stock Type, Stock Type Description, Calendar Year/Month (Month View), Calendar Day (Calendar Day View), Base Unit, Vendor Consignment Stock Blocked, Unrestricted-Use Vendor Consignment Stock, Vendor Consignment Stock in Q and Vendor Consignment Stock Restricted, filtered based on the selection prompt.. Figure 33: Report results: Month View Figure 34: Report results: Calendar Day View 28

36 3.3 Inventory The section of the Data application contains information and reports which allow the business to analyze material raw data from the ERP System, e.g. inventory data, material consumption s, material prices Inventory Results Report Overview: The report inventory results shows the posted differences for physical inventory documents created in Warehouse management system. It displays information like FI documents number to related Material documents number. Also related serial numbers or batch numbers are shown to the materials. Prompt Page: The following selections have to be fulfilled in order to generate the report. Company (Mandatory) All companies are shown within the company prompt. The user is only allowed to see the data for the company/companies, which she/he is authorized to. Plant All Plants are shown in the plant prompt. In the report, the user can only see data for the plants, which she/he is authorized to. Date (Mandatory) The default value for the date field is a current year. User can select the year based on her/his requirements. Inventory record (Optional) It is also possible to select one or more inventory records for the report. If you don t select an inventory record, the values for all inventory records will be shown in the report. Movement Type (Optional) You can also preselect the movement types, for that you want to show the data. The movement types are defined to display the movements for the inventory differences in the Warehouse Management. 29

37 Figure 35: Prompt Page Report Result: The following data are shown the report: Inventory document number from WM (Warehouse Management) Materials document number from MM (Material Management) Quantity Serial numbers (if required) Batch numbers (if required) Value in Local Currency Financial document number from SAP FI 30

38 Figure 36: Report Results 31

39 3.3.2 Inventory by Productline This report enables the business to access the inventory value for rolling 12 months split by company, plant, storage location and product line. Content The Inventory by Productline consists of two pages. The first presenting the selected report specifications as usual and the second contains a crosstab that presents the inventory value valuated stock for rolling 12 months (starting from current date) split by company, plant, storage location and product line. 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 37: Inventory by Productline Report Specifications Report Page The report page provides the inventory value valuated stock month by month for the rolling 12 months starting from current date. The information is split by company, plant, storage location and product line. 32

40 Figure 38: Inventory by Productline Report page Used Measures Value valuated stock Prompt Page The prompt page has two parameters to be selected. Not all parameters are required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi Plant List No Multi 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. 33

41 3.3.3 Outgoing Movements by Storage Location This report enables the business to access the sales value for rolling 12 months split by company, plant, storage location and product line. Content The Outgoing Movements report consists of two pages. The first presenting the selected report specifications as usual and the second contains a crosstab that presents the sales value for rolling 12 months (starting from current date) split by company, plant and storage location. 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 39: Outgoing Movements by Storage Location Report Specifications Report Page The report page provides the sales value month by month for the rolling 12 months starting from current date. The information is split by company, plant and storage location. 34

42 Figure 40: Outgoing Movements by Storage Location Report page Used Measures Sales Value The calculation is defined as following: - Sales Amount = Issue Quantity Total Stock Receipt Quantity Total Stock - Sales Value per Material = Price * Sales Amount - Total (Sales Value per Material) Prompt Page The prompt page has three parameters to be selected. Not all parameters are required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi Storage Location List No Multi Plant List No Multi 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. 35

43 3.3.4 Inventory Turnrate by Material Number This report enables the business to access the turnrate for rolling 12 months split by company, storage location, product line and material number. Content The Inventory Turnrate by Material Number consists of two pages. The first presenting the selected report specifications as usual and the second contains a crosstab that presents the turnrate for rolling 12 months (starting from current date) split by company, storage location, product line and material number. 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 41: Inventory Turnrate by Material Number Report Specifications Report Page The report page provides the turnrate month by month for the rolling 12 months starting from current date. The information is split by company, storage location, product line and material number. 36

44 Figure 42: Inventory Turnrate Report Report page Used Measures The report shows the turnrate of a material number. The turnrate describes the number of times an inventory is sold or used in a specific time period. Turnrate The calculation is defined as following: - Turnrate per Material = Quantity Issued from Valuated Stock / Valuated Stock - Total (Turnrate per Material) Prompt Page The prompt page has three parameters to be selected. Not all parameters are required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi 37

45 Storage Location List No Multi Productline List No Multi 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. 38

46 3.3.5 Current Inventory Value by ABC Class This report enables the business to access the inventory value rolling 12 months split by company and ABC class. Content The Current Inventory Value by ABC Class consists of two pages. The first presenting the selected report specifications as usual and the second contains a chart and a crosstab that presents the inventory value valuated stock rolling 12 months starting with current date split by company and ABC class of the material. 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 43: Current Inventory Value by ABC Class Report Specifications Report Page The report page provides a chart and a crosstab showing the same information. The inventory value valuated stock figure is presented rolling 12 months split by company and ABC class of the material. 39

47 Figure 44: Current Inventory Value by ABC Class Report page Used Measures Value valuated stock Prompt Page The prompt page has one parameter to be selected. This parameter is required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi 40

48 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. 41

49 3.3.6 Current Sales Value/Amount by ABC Class This report enables the business to access the sales inventory value/amount rolling 12 months split by company and ABC class. Content The Current Sales Value/Amount by ABC Class consists of two pages. The first presenting the selected report specifications as usual and the second contains a chart and a crosstab that presents the sales inventory value/amount rolling 12 months starting with current date split by company and ABC class of the material. 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 45: Current Sales Value/Amount by ABC Class Report Specifications Report Page The report page provides a chart and a crosstab showing the same information. The sales inventory value/amount figure is presented rolling 12 months split by company and ABC class of the material. 42

50 Figure 46: Current Sales Value/Amount by ABC Class Report page Used Measures Sales Value Sales Amount The calculation is defined as following: - Sales Amount = Issue Quantity Total Stock Receipt Quantity Total Stock - Sales Value per Material = Price * Sales Amount - Total (Sales Value per Material) Prompt Page The prompt page has one parameter to be selected. This parameter is required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi 43

51 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. 44

52 3.3.7 Current Turns by ABC Class This report enables the business to access the turnrate rolling 12 months split by company and ABC class. Content The Current Turns by ABC Class consists of two pages. The first presenting the selected report specifications as usual and the second contains a chart and a crosstab that presents the turnrate rolling 12 months starting with current date split by company and ABC class of the material. 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 47: Current Turns by ABC Class Report Specifications Report Page The report page provides a chart and a crosstab showing the same information. The sales inventory value/amount figure is presented rolling 12 months split by company and ABC class of the material. 45

53 Figure 48: Current Turns by ABC Class Report page Used Measures Turnrate The calculation is defined as following: - Turnrate per Material = Quantity Issued from Valuated Stock / Valuated Stock - Total (Turnrate per Material) Prompt Page The prompt page has three parameters to be selected. Not all parameters are required. 46

54 Prompt Name Type Required Single/Multi Comments Company List Yes Multi Storage Location List No Multi Productline List No Multi 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. 47

55 3.3.8 Stock Status Report This report enables the business to access the actual stock value, the open purchase orders, the sales quantity of a material and the issue quantity total stock average 12 months. Content The Stock Status Report consists of two pages. The first presenting the selected report specifications as usual and the second contains a list that presents materials for a specific company with the total stock, the open purchase order quantity, the sales quantity in stockkeeping units for transfer of reqmts. to MRP and the issue quantity total stock average 12 months. 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 49: Stock Status Report Report Specifications Report Page The report page provides the pages company code, company, plant, plant description, storage location, storage location description, product hierarchy level 3 code, product hierarchy level 3 name, material number, material name, total stock, MRP type, MRP type description, MRP controller, MRP controller description, open purchase order quantity, sales quantity in stockkeeping units for transfer of reqmts. to MRP and issue quantity total stock average 12 months. 48

56 Figure 50: Stock Status Report Report page Used Measures total stock open purchase order quantity sales quantity in stockkeeping units for transfer of reqmts. to MRP issue quantity total stock average 12 months Prompt Page The prompt page has one parameter to be selected. This parameter is required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi 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. 49

57 3.3.9 Inventory Weekly This report enables the business to access the inventory value figures for the rolling 12 months plit by company. Content The Inventory Weekly consists of two pages. The first presenting the selected report specifications as usual and the second contains a chart and a crosstab which present both the inventory value valuated stock figures split by company. 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 51: Inventory Weekly Report Specifications Report Page The report page provides a chart and a crosstab with the same information. Inventory value valuated stock is presented split by company. 50

58 Figure 52: Inventory Weekly Report page Used Measures Value valuated stock Prompt Page The prompt page has one parameter to be selected. This parameter is required. Prompt Name Type Required Single/Multi Comments Company List Yes Multi 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. 51

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60 3.4 Supplier Cockpit The section of the Data application contains information and reports which allow the business to analyze supplier raw data from the ERP System, such as addresses and contact persons Supplier Cockpit - Plant Overview Content The Supplier Cockpit Supplier Overview consists of 2 pages: 1. A summary sheet with the aggregated measures for all selected plants 2. A view per plant with all the details for one plant The report gives an overview for the following major rating measures - Date Reliability - Zero Stock - VMI Score - PPM - Quality Stock - Soft Facts In addition the contact data of the selected supplier is visible. In top right corner the user could find the vendor turnover and the purchase order volume splitted by plant. 53

61 Figure 53: Supplier Cockpit - Overview The user can chose between the overview and a by plant view. The report has two default filters as following: 1. The trend section at the top is showing YTD values and the corresponding period in the previous year. In addition a trend is shown. 2. All other charts or crosstabs are showing the rolling 12 months. Used Measures 54

62 The report contains 11 measures as following. The first 6 ones are for the specific supplier. If you are running a plant report, these measures are an average over all suppliers which serve the plants. 1. Date Reliability 2. Zero Stock 3. PPM Value 4. Quality Score 5. VMI Score 6. Soft Facts 7. Vendor Turnover (Revenue) 8. Purchase Order Volume (Revenue) 9. Logistic Score Group 10. Soft Facts Score Group 11. Quality Score Group Prompt Page The prompt page has 2 parameters to be selected, the supplier prompt is required, the plant parameter is mandatory. Supplier The user has to search for one supplier. This could be done by supplier name or supplier number. Figure 54: Prompt Page - Supplier search prompt Please make sure to switch to contains any of these keywords the right search option. 55

63 Figure 55: Prompt Page - Supplier prompt search options Plant Plant codes are shown in the plant code prompt. One or more plants codes can be selected. The user can only see data for a company only if she/he is authorized to. Figure 56: Prompt Page - Plant prompt Result After selecting the desired prompting options for the report, you can click the Finish button at the end of the prompt page to execute the report. Interactivity As the supplier cockpit is an offline active report it stores the data for all possible selections in a so called mht-file. Therefore it is possible to show different data content with on execution. 56

64 At the top a bar is visible with shows the available plants and an overview with all plants this depends on your user rights and the selection on the prompt page. Figure 57: Available plants and switch between plants By clicking on of the plants or the All Plants section, the data content will be changed. In case of a specific plant selection, a detail page per plant appears. If you click All plants, you return to the overview. (see figure 2 and 3) The next possibility to individualize your view is to drill into the measure hierarchy (ABC Score -> Group Measures -> Detailed measures) out of the available ones. By changing the measure the crosstab automatically show the chosen measure. Figure 58: Measure hierarchy ABC Score The fiest view is showing the overall rating of the supplier. By clicking th column header (ABC Score) the content is changed and showing the next level. If you press the button next to the crosstab, you jump one step up in the hierarchy. 57

65 Figure 59: Measure hierarchy Group Measures This section is showing the three group measures (Logistic Group, Quality Group, Soft Fact Group). If you press one of the column headers, you drill down to the lowest level. Figure 60: Measure hierarchy Detailed Measures In addition the trend chart is now showing the trend of the selected measure. The trend chart gives an overview how the selected measure differs from month to month in the last 12 months. This chart is identical to crosstab in the middle. 58

66 Figure 61: Trend chart On the top right corner the revenue measure are located. In detail the report is showing the vendor turnover and the purchase order volume. The measures are splitted by plant and a summary line. The currecy could be changed by clicking on the currency symbol. Figure 62: Revenue measures 59

67 3.4.2 Supplier Cockpit - By Supplier Content The Supplier Cockpit Plant Overview consists of 2 pages: 1. A summary sheet with the aggregated measures for all selected plants 2. A view per plant with all the details for one plant The report gives an overview for the following major rating measures - Date Reliability - Zero Stock - VMI Score - PPM - Quality Stock - Soft Facts Figure 63: Supplier Cockpit - Overview 60

68 Figure 64: Details Overview per Plant The report has two default filters as following: 1. The trend section at the top is showing YTD values and the corresponding period in the previous year. In addition a trend is shown. 2. All other charts or crosstabs are showing the rolling 12 months. Used Measures The report contains 11 measures as following. The first 6 ones are for the specific supplier. If you are running a plant report, these measures are an average over all suppliers which serve the plants. 1. Date Reliability 2. Zero Stock 3. PPM Value 4. Quality Score 5. VMI Score 6. Soft Facts 7. Vendor Turnover (Revenue) 8. Purchase Order Volume (Revenue) 9. Logistic Score Group 10. Soft Facts Score Group 11. Quality Score Group 61

69 Prompt Page The prompt page has 4 parameters to be selected, all parameters are mandatory. Plant Plant codes are shown in the plant code prompt. One or more plants codes can be selected. The user can only see data for a company only if she/he is authorized to. Figure 65: Prompt Page - Plant prompt Country It is possible to filter for one or more countries. In this case only suppliers are gathered with belong to the selected country. The country prompt is optional, the report can be executed without selecting any country. Figure 66: Prompt Page - Country prompt 62

70 Supplier Class The user can choose out of for the desired supplier classes. The supplier class prompt is optional, the report can be executed without selecting any supplier class. Figure 67: Prompt Page Supplier Class Supplier Class Value The user can define a range of supplier class values to be used for the report. The supplier class value prompt is optional, the report can be executed without entering any value.. Figure 68: Prompt Page Supplier Class Value Result After selecting the desired prompting options for the report, you can click the Finish button at the end of the prompt page to execute the report. 63

71 Interactivity As the supplier cockpit is an offline active report it stores the data for all possible selections in a so called mht-file. Therefore it is possible to show different data content with on execution. At the very top a bar is visible with shows the available plants and an overview with all plants this depends on your user right and the selection on the prompt page. Figure 69: Available plants and switch between plants By clicking on of the plants or the All Plants section, the data content will be changed. In case of a specific plant selection, a detail page per plant appears. If you click All plants, you return to the overview. (see figure 2 and 3) The next possibility to individualize your view is to select one measure out of the available ones. By changing the measure the crosstab automatically show the chosen measure. In addition the trend chart is now showing the trend of the selected measure. The purchase order volume and vendor turnover stays as it is. Figure 70: Measure selection The trend chart gives an overview how the selected measure differs from month to month in the last 12 months. This chart is identical to crosstab in the middle. On the right of the trend chart two pie charts appear which show how the revenues are shared over the countries. Both chart represent a YTD view. 64

72 Figure 71: Trend chart and revenue pie charts If you are selecting a specific plant, thus showing the plant details page, you ll get all 6 rating in one cross tab and also the group measures. The trend chart is also showing all 6 measures. 65

73 4 Contact Group IT Applications Business Intelligence If you need any assistance or support please contact us at: MAQUET Holding B.V. & Co. KG Kehler Straße 31 D Rastatt, Germany VII