Reports
The Reports Tab in the Receiving & Inspection Module provides reporting on the purchase orders, inspection records, claims, overrides, analysis on item history, and supplier performance.
Reports available:
- Purchase Order Report
- Item Inspection Record Report
- Item Inspection Override Report
- Item Inspection Claim Report
- Buyer Report
- Buyer Summary Report
- Item History Report
- Supplier Report
- Supplier Performance Report
Access the Reports tab from the Receiving and Inspection Module.
Note: Scheduled Delivery Date is a field that can be completed within the Purchase Order Status stage of the Purchase Order. If this is not completed the data for that record will not populate in reports (if the field scheduled delivery date is not enabled in the purchase order (not appearing) but the scheduled delivery date does come in through API (data is stored in the background), then the reports will pull data for those records.
1. Purchase Order Report
The Purchase Order Report provides statistics on purchase orders for a select period.
1. Delivery Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name and clicking the Update button to the right.
4. Identifier: Filter by supplier identifier number. The identifier comes from the supplier's form in MasterData.
5. Reference: Filter by the supplier's reference number. This is completed in the suppliers form in MasterData
6. Establishment Number: Filter by an establishment number. The supplier's establishment number(s) are listed under the Establishment number field in the supplier's form in MasterData.
7. Site Name: The name of the Site is displayed in this column.
8. Identifier: The identifier number for the supplier is displayed in this column. You can use the identifier filter to filter a specific identifier.
9. Reference: The reference number for the supplier is displayed in this column. You can use the reference filter to filter a specific reference number.
10. Supplier Name: The name of the supplier the is shown in this column.
11. Establishment Number: The supplier's establishment numbers are displayed in this column. If a purchase order has no establishment number selected the field will be blank.
12. Purchase Order Count: The quantity of purchase orders for the supplier by establishment number is displayed here.
13. Accepted PO's: In the Purchase Order Status stage of a Purchase Order a field called Result may be enabled, and it allows a result to be given to the overall purchase order record. The column will show by establishment number how many PO's were Accepted.
14. Rejected PO's: In the Purchase Order Status stage of a Purchase Order a field called Result may be enabled, and it allows a result to be given to the overall purchase order record. The column will show by establishment number how many PO's were Rejected.
15. Pass Rate: The system calculates the pass rate for the supplier establishment number. The formula to calculate the rate is Accepted PO's / Purchase Order Count x 100.
16. Rejection Rate: The system calculates the rejection rate for the supplier establishment number. The formula to calculate the rate is Rejected PO's / Purchase Order Count x 100.
17. Rejection Count: The rejection count is the sum of Delivered Quantity on PO's where Status = Rejected.
18. Override Count: The number of override records generated from inspection records for the supplier establishment number.
19. Total Override Quantity: The overall override quantity for the override records generated for the supplier establishment number.
20. Update: After filtering using any of the filter options, click the Update button to apply the filter to the report.
2. Item Inspection Record Report
The Item Inspection Record Report provides statistics on item inspection records for a select period.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Item Name: Filter by item (material) to see inspection records just for a specific item (material).
4. PO Number: Filter by a specific purchase order number to see item inspection records relating to the PO.
5. Buyer: Filter by Buyer (Employee) to see inspection records relating to a specific PO buyer.
6. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
7. Inspector: Filter by inspector (Employee) to see inspection records relating to an inspector.
8. Reviewer: Filter by reviewer (Employee) to see inspection records relating to a reviewer.
9. Status: Filter by item inspection status. In the Item Status stage of the inspection record a status can be assigned.
10. Result Graph: The graph shows for item inspection records for the set period, how many were assigned a Result in the Item Status stage of Accepted and Rejected.
11. Status Graph: The graph shows for item inspection records for the set period, how many were assigned the different item inspection Status options. The status is defined in the Item Status stage of the inspection record but the status drop-down options come from the Item Inspection Status Model. Note: The Status model can be updated to add or remove status options however the report will not remove old status reporting.
12. Delivery Date: The date shown relates to the Scheduled Delivery Date as defined in the Purchase Order Status Stage.
13. Item Inspection Record ID: The ID number for the record is displayed in this column. Click the number to view the item inspection record.
14. Item Number: The item (material) code as defined for the item in MasterData (Our Material Code) is displayed in the column.
15. Item Name: The name of the item (material) as defined in MasterData is displayed in this column.
16. Item Description: Any description given to the item (material) in MasterData appears in this column.
17. Quantity Delivery: The quantity of the item actually delivered. This value is completed in the Quantity Delivered field in the stage Inspection Record Details of the Item Inspection Record.
18. Unit: The units of the quantity delivered. This is completed in the Quantity Delivered field in the stage Inspection Record Details of the Item Inspection Record.
19. PO Number: The purchase order number the item inspection relates to.
20. Buyer: The PO Buyer name is displayed in this column.
21. Supplier Identifier: The identifier number for the supplier is displayed in this column. You can use the identifier filter to filter a specific identifier. The identifier comes from the supplier's form in MasterData
22. Supplier Reference: The reference number for the supplier is displayed in this column. You can use the reference filter to filter a specific reference number. The reference comes from the supplier's form in MasterData.
23. Supplier Name: The name of the supplier the is shown in this column.
24. Establishment Number: The supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
25. Site Name: The name of the Site is displayed in this column.
26. Purchase Order Site: Any site defined on the purchase order is displayed here. Site here refers to MasterData Site.
27. Receiving Location: The receiving location the item inspection was assigned to.
28. Inspector: The Item Inspection Record Inspector.
29. Inspection Start Time: The item inspection record start date and time (this comes from the item inspection record details stage and is populated automatically once the stage is saved and submitted).
30. Inspection Finish Time: The item inspection record finish date and time (this comes from the item inspection record item status stage and is populated automatically once the stage is saved and submitted).
31. Duration: The time it took to start the inspection until the inspection record is completed i.e. the time from inspection start time to finish time.
32. Reviewer: The name of the Item Inspection Record Reviewer.
33. Status Name: The Item Inspection Record Status. The status is selected in the last stage of the record called Item Status. The status field is a drop-down containing different status options which are defined in an item inspection model. If no status was assigned to the record it will appear blank in the report.
34. Result: Item Inspection Record Result, either Accepted or Rejected. If no result was assigned to the record it will appear blank in the report.
35. Rejection Cost: The cost of an item rejection. This is calculated as the Delivery Quantity X Cost where the Item Inspection Record Result was set as Rejected.
36. Claim Cost: This shows the sum of the Total Claim Amount for the linked Claim Records to the Item Inspection Record.
3. Item Inspection Override Report
The Item Inspection Override Record Report provides statistics on override records generated from inspection records for a select period.
The report will group the override record details by Supplier, then Supplier Reference number and Supplier Establishments numbers.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
4. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
5. Buyer: Filter by Buyer (Employee) to see inspection records relating to a specific PO buyer.
6. Site Name: The name of the Site is displayed in this column.
7. Supplier Name: The name of the supplier is shown in this column.
8. Supplier Reference: The reference number for the supplier is displayed in this column. The reference comes from the supplier's form in MasterData.
9. Establishment Number: The supplier's establishment numbers are displayed in. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
10. PO Number: The purchase order number the item inspection record relates to from which the override record generated from.
11. Ordered Quantity: The quantity of the item ordered. This value is completed in the Purchase Order Record.
12. Unit: The units of the quantity ordered. This is completed in the Purchase Order Record.
13. Inspection ID: The ID number for the item inspection record from which the override record generated from is displayed in this column. Click the number to view the item inspection record.
14. Item Number: The item (material) code as defined for the item in MasterData (Our Material Code) is displayed in the column.
15. Item Name: The name of the item (material) as defined in MasterData is displayed in this column.
16. Item Description: Any description given to the item (material) in MasterData appears in this column.
17. Buyer: The Item Inspection Record Buyer name.
18. Site Name: Any site name defined on the purchase order is displayed here. Site here refers to MasterData Site.
19. Receiving Location: The receiving location the item inspection was assigned to.
20. Inspector: The Item Inspection Record Inspector.
21. Reviewer: The name of the Item Inspection Record Reviewer.
22. Override ID: The override record number. Click to access the record.
23. Override Quantity: The quantity of the delivery requiring the override. This value is completed against the field Override Quantity in the Details stage of the override record.
24. Unit: The units of the override quantity. This is defined opposite the field Override Quantity in the Details stage of the override record.
25. Decision: The decision made on the override record is displayed here. In the Decision stage of the Override record a decision outcome can be selected from a drop-down (this is the override status model).
4. Item Inspection Claim Report
The Item Inspection Claim Report provides statistics on claim records generated from inspection records for a select period.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
4. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
5. Buyer: Filter by Buyer (Employee) to see inspection records relating to a specific PO buyer.
6. Site Name: The name of the Site is displayed in this column.
7. Supplier Name: The name of the supplier is shown in this column.
8. Supplier Reference: The reference number for the supplier is displayed in this column. The reference comes from the supplier's form in MasterData.
9. Establishment Number: The supplier's establishment numbers are displayed in. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
10. PO Number: The purchase order number the item inspection record relates to from which the claim record generated from.
11. Inspection ID: The ID number for the item inspection record from which the claim record generated from is displayed in this column.
12. Item Number: The item (material) code as defined for the item in MasterData (Our Material Code) is displayed in the column.
13. Item Name: The name of the item (material) as defined in MasterData is displayed in this column.
14. Item Description: Any description given to the item (material) in MasterData appears in this column.
15. Buyer: The Item Inspection Record Buyer name.
16. Site Name: Any site name defined on the purchase order is displayed here. Site here refers to MasterData Site.
17. Receiving Location: The receiving location the item inspection was assigned to.
18. Inspector: The name of the Item Inspection Record Inspector.
19. Reviewer: The name of the Item Inspection Record Reviewer.
20. Order Quantity: The quantity of the delivery. This value is completed against the field Order Quantity in the PO record.
21. Quantity Unit: The units of the order quantity.
22. Claim ID: The claim record number. Click to access the record.
23. Claim Quantity: The quantity completed in the claim record requiring a claim (quantity is completed in the Claim Quantity field in the Claim Details stage of the record).
24. Unit: The units of the claim quantity.
25. Decision: The decision made on the claim record is displayed here. In the Decision stage of the Claim record a decision outcome can be selected from a drop-down (this is the claim status model).
5. Buyer Report
The Buyer Report provides statistics on item inspection records, override records, and claim records by Buyer for each supplier and establishment number.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Buyer: Filter by Buyer (Employee) to see statistics for a specific PO Buyer.
4. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
5. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
6. Buyer: The PO Buyer name is displayed in this column.
7. Site: The name of the Site is displayed in this column (If you are viewing the report at a business group or business unit level you will see all sites the buyer was selected).
8. Supplier Identifier: The identifier number for the supplier is displayed in this column.
9. Supplier Name: The name of the supplier is shown in this column.
10. Establishment Number: The supplier's establishment numbers. The supplier's establishment number are listed here opposite the supplier. If no establishment number was selected for the supplier the field will be blank. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
11. Item Inspection Record Count: The count of Item Inspection Records relating to the buyer for the supplier and supplier establishment numbers.
12. Accepted Item Inspection Records: Of the item inspection record count relating to the buyer, the quantity accepted is shown here i.e. the item inspection record result was Accepted.
13. Rejected Item Inspection Records: Of the item inspection record count relating to the buyer, the quantity rejected is shown here i.e. the item inspection record result was Rejected.
14. Total Rejection Cost: The field shows the overall rejection cost on item inspection records that were rejected relating to the buyer. This is calculated as the sum of unit cost x delivered quantity on Rejected Item Inspection Records.
15. Override Records Count: The count of Override Records generated from item inspection records relating to the buyer for the supplier and supplier establishment numbers.
16. Claim Records Count: The count of Claim Records generated from item inspection records relating to the buyer for the supplier and supplier establishment numbers.
17. Total Claim Cost: The field displays the overall sum of claim costs on claim records relating to the buyer.
6. Buyer Summary Report
The Buyer Summary report summaries the data in the Buyer Report and provides statistics for each buyer overall.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Buyer: Filter by Buyer (Employee) to see statistics for a specific PO Buyer.
4. Buyer: The PO Buyer name is displayed in this column.
5. Item Inspection Record Count: The overall count of Item Inspection Records relating to the buyer.
6. Accepted Item Inspection Records: Of the item inspection record count relating to the buyer, the quantity accepted is shown here i.e. the item inspection record result was Accepted.
7. Rejected Item Inspection Records: Of the item inspection record count relating to the buyer, the quantity rejected is shown here i.e. the item inspection record result was Rejected.
8. Item Inspection Override Records Count: The count of Override Records generated from item inspection records relating to the buyer.
9. Total Items Received: The number of items received in through inspection records.
10. Total Reject Cost: The field shows the overall rejection cost on item inspection records that were rejected relating to the buyer. This is calculated as the sum of unit cost x delivered quantity on Rejected Item Inspection Records.
11. Pass Rate: The pass rate for the buyer. The formula to calculate the rate is Accepted Item Inspection Records/ Item Inspection Count x 100.
12. Total: The system totals the count for the columns.
13. Percentage: For the columns Accepted Item Inspection Record, Rejected Item Inspection Records and Rejected Item Inspection Records, the system calculates an overall total percentage based on the total number of item inspection records.
7. Item History Report
The Item History Report provides statistics and pass rates for a selected item for a selected period.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Period: Use the drop-down to set the period the report is displaying analysis for. The report defaults to 12 months.
3. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
4. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name and clicking the Update button to the right.
5. Item: Filter by item (material). The report will update to provide statistics for the item you select.
6. Item Inspections Tests by Result: For the selected item(s) the section will show how many item inspection tests were completed for the item, of those tests how many failed and calculates a failure rate for the item.
7. Item Test Failures By Week: The graph plots the number of failed tests for the item by week.
8. Top 10 Failed Inspection Tests: The graph shows the top 10 tests that fail for the item selected.
9. Item Inspection Pass Rate: The bar shows the item inspection pass rate.
10. Item Inspection Status %: The chart shows the percentage of item inspection records for the item by inspection status.
11. CCP Failure Rate: The bar shows the CCP failure rate for the item. Tests can be marked as CCP's in the inspection programme.
12. Item Inspections Completed in the Last 12 Months: The number of inspections completed on the item over the last 12 months.
13. Significant Risk Item Inspections Completed in the last 12 Months:
14. Total Inspections Completed: The graph plots by week the number of item inspections completed.
15. Site Name: The name of the Site is displayed in this column (If you are viewing the report at a business group or business unit level you will see all sites).
16. Purchase Order Number: The purchase order numbers relating to the item selected are shown in this column. Click a PO number to access it.
17. Item Inspection Number: The item inspection record numbers from the PO. Click the number to access the item inspection record.
18. Schedule Delivery Date/Time: The scheduled delivery time on the purchase order record.
19. Program: Item Inspection Program the item is connected to.
20. Status Name: The item inspection record status.
21. Result: The item inspection record result i.e., Accepted or Rejected.
22. Override: The column shows No if no override record generated from the item inspection record or Yes if an override record did generate from the item inspection record.
23. Claim: The column shows No if no claim records generated from the item inspection record or Yes if an claim records did generate from the item inspection record.
8. Supplier Report
Item Inspection Records Report
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Item Name: Filter by item (material). The report will update to provide statistics for the item you select.
4. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
5. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
6. Site Name: The name of the Site is displayed in this column.
7. Reference: The reference number for the supplier is displayed in this column. The reference comes from the supplier's form in MasterData.
8. Supplier Name: The name of the supplier is shown in this column.
9. Establishment Number: The supplier's establishment numbers are displayed here. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData. When a supplier has multiple establishment numbers the report will provide details on inspection records by establishment number.
10. Inspection Count: The number of item inspection records for the supplier by establishment number.
11. Accepted Inspections: Of the overall item inspection record count, the field will show the number of item inspection records accepted.
12. Rejected Inspections: Of the overall item inspection record count, the field will show the number of item inspection records rejected.
13. Pass Rate: The pass rate for item inspection records. The formula to calculate the rate is Accepted Item Inspection Records/ Item Inspection Count x 100.
14. Total Reject Cost: The field shows the overall rejection cost on item inspection records that were rejected. Calculated as follows: Unit Cost x Delivered Quantity on Rejected Item Inspection Records.
15. Arrows: The supplier report comprises of a number of reports. Use the arrow buttons to move to the next report.
Rejected Inspection Records Report
The Rejected Inspection Records Report provides statistics on item inspection records for a select period that were rejected.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Item Name: Filter by item (material). The report will update to provide statistics for the item you select.
4. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
5. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
6. Site Name: The name of the Site is displayed in this column.
7. Establishment Number: The supplier's establishment numbers are displayed here. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData. When a supplier has multiple establishment numbers the report will provide details on rejected inspection records by establishment number.
8. PO Number: Filter by a specific purchase order number to see item inspection records relating to the PO.
9. Delivery Date/Time: The scheduled delivery time on the purchase order record.
10. Item Inspection Record ID: The ID number for the record is displayed in this column. Click the number to view the item inspection record.
11. Item Number: The item (material) code as defined for the item in MasterData (Our Material Code) is displayed in the column.
12. Item Name: The name of the item (material) as defined in MasterData is displayed in this column.
13. Buyer: The PO Buyer name is displayed in this column.
14. PO Site Name: Any site defined on the purchase order is displayed here. Site here refers to MasterData Site.
15. Receiving Location: The receiving location the item inspection was assigned to.
16. Inspector: The Item Inspection Record Inspector.
17. Inspection Start Date: The item inspection record start date and time (this comes from the item inspection record details stage and is populated automatically once the stage is saved and submitted).
18. Inspection Finish Date: The item inspection record finish date and time (this comes from the item inspection record item status stage and is populated automatically once the stage is saved and submitted).
19. Duration: The time it took to start the inspection until the inspection record is completed i.e. the time from inspection start time to finish time.
20. Reviewer: The name of the Item Inspection Record Reviewer.
21. Status Name: The Item Inspection Record Status. The status is selected in the last stage of the record called Item Status. The status field is a drop-down containing different status options which are defined in an item inspection model. If no status was assigned to the record it will appear blank in the report.
22. Result: Item Inspection Record Result. As the report is to show rejected item inspections this will show as rejected.
23. Reject Cost: The field shows the reject cost on item inspection records that were rejected. Calculated as follows: Unit Cost x Delivered Quantity on Rejected Item Inspection Records.
24. Delivered Quantity: The fields display for each inspection record rejected the quantity that was delivered as per the first stage of the item inspection record.
25. Delivered Unit: The units of the delivered quantity e.g. cases.
Item Inspection Overrides
The Item Inspection Override Report provides statistics on item inspection records for a select period that had override records generated.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Item Name: Filter by item (material). The report will update to provide statistics for the item you select.
4. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
5. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
6. Site Name: The name of the Site is displayed in this column.
7. Establishment Number: The supplier's establishment numbers are displayed here. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData. When a supplier has multiple establishment numbers the report will provide details on rejected inspection records by establishment number.
8. PO Number: Filter by a specific purchase order number to see item inspection records relating to the PO.
9. Delivery Date/Time: The scheduled delivery time on the purchase order record.
10. Item Inspection Record ID: The ID number for the record is displayed in this column. Click the number to view the item inspection record.
11. Item Number: The item (material) code as defined for the item in MasterData (Our Material Code) is displayed in the column.
12. Item Name: The name of the item (material) as defined in MasterData is displayed in this column.
13. Buyer: The PO Buyer name is displayed in this column.
14. PO Site Name: Any site defined on the purchase order is displayed here. Site here refers to MasterData Site.
15. Receiving Location: The receiving location the item inspection was assigned to.
16. Inspector: The Item Inspection Record Inspector.
17. Inspection Start Date: The item inspection record start date and time (this comes from the item inspection record details stage and is populated automatically once the stage is saved and submitted).
18. Inspection Finish Date: The item inspection record finish date and time (this comes from the item inspection record item status stage and is populated automatically once the stage is saved and submitted).
19. Duration: The time it took to start the inspection until the inspection record is completed i.e. the time from inspection start time to finish time.
20. Reviewer: The name of the Item Inspection Record Reviewer.
21. Status Name: The Item Inspection Record Status. The status is selected in the last stage of the record called Item Status. The status field is a drop-down containing different status options which are defined in an item inspection model. If no status was assigned to the record it will appear blank in the report.
22. Result: Item Inspection Record Result. As the report is to show rejected item inspections this will show as rejected.
23. Reject Cost: The field shows the reject cost on item inspection records that were rejected. Calculated as follows: Unit Cost x Delivered Quantity on Rejected Item Inspection Records.
24. Delivered Quantity: The fields display for each inspection record rejected the quantity that was delivered as per the first stage of the item inspection record.
25. Delivered Unit: The units of the delivered quantity e.g. cases.
Item Inspection Claims Report
The Item Inspection Claim Report provides statistics on item inspection records for a select period that had claims generated.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e. a business unit or business group site you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Item Name: Filter by item (material). The report will update to provide statistics for the item you select.
4. Supplier: Filter by supplier. Choose for the report to show data for All suppliers or a specific supplier by clicking on the supplier name.
5. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
6. Site Name: The name of the Site is displayed in this column.
7. Establishment Number: The supplier's establishment numbers are displayed here. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData. When a supplier has multiple establishment numbers the report will provide details on rejected inspection records by establishment number.
8. PO Number: Filter by a specific purchase order number to see item inspection records relating to the PO.
9. Delivery Date/Time: The scheduled delivery time on the purchase order record.
10. Item Inspection Record ID: The ID number for the record is displayed in this column. Click the number to view the item inspection record.
11. Item Number: The item (material) code as defined for the item in MasterData (Our Material Code) is displayed in the column.
12. Item Name: The name of the item (material) as defined in MasterData is displayed in this column.
13. Buyer: The PO Buyer name is displayed in this column.
14. PO Site Name: Any site defined on the purchase order is displayed here. Site here refers to MasterData Site.
15. Receiving Location: The receiving location the item inspection was assigned to.
16. Inspector: The Item Inspection Record Inspector.
17. Inspection Start Date: The item inspection record start date and time (this comes from the item inspection record details stage and is populated automatically once the stage is saved and submitted).
18. Inspection Finish Date: The item inspection record finish date and time (this comes from the item inspection record item status stage and is populated automatically once the stage is saved and submitted).
19. Duration: The time it took to start the inspection until the inspection record is completed i.e. the time from inspection start time to finish time.
20. Reviewer: The name of the Item Inspection Record Reviewer.
21. Status Name: The Item Inspection Record Status. The status is selected in the last stage of the record called Item Status. The status field is a drop-down containing different status options which are defined in an item inspection model. If no status was assigned to the record it will appear blank in the report.
22. Result: Item Inspection Record Result. As the report is to show rejected item inspections this will show as rejected.
23. Reject Cost: The field shows the reject cost on item inspection records that were rejected. Calculated as follows: Unit Cost x Delivered Quantity on Rejected Item Inspection Records.
24. Delivered Quantity: The fields display for each inspection record rejected the quantity that was delivered as per the first stage of the item inspection record.
25. Delivered Unit: The units of the delivered quantity e.g. cases.
9. Supplier Performance Report
The report provides statistics on a supplier's performance.
1. Date From & To: Use the calendar fields to set the time frame the data should be displaying for. The date being selected is the scheduled delivery date.
2. Site: Filter by site if applicable. When you have an enterprise layer i.e., a business unit or business group site, you can access the sites reports to select a specific site you would like to see the report for. This filtering option will only apply to sites with an enterprise layer otherwise all that is shown is the name of the site your logged into.
3. Supplier: Filter by supplier. Choose for the report to show data a specific supplier by clicking on the supplier name.
4. Establishment Number: Filter by a supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
5. Supplier ID: The identifier number for the supplier is displayed in this column. The identifier comes from the supplier's form in MasterData.
6. Supplier Name: The name of the supplier is shown in this column.
7. Establishment Number: The supplier's establishment number. The establishment numbers for a supplier are listed under the Establishment number field in the supplier's form in MasterData.
8. Purchase Order Results %: Donut chart of Purchase Order Results (Accepted/Rejected) for the selected Supplier, for the selected period (defaults to 12 months).
9. Purchase Order Statuses %: Donut chart of Purchase Order Status for the selected Supplier, for the selected period (defaults to 12 months).
10. Purchase Order Table - Month/Purchase Order Count/Accepted PO's/Rejected PO's/Pass Rate: The table shows by month how many purchase orders there was for the supplier and the number which ended up Accepted and Rejected. The table then calculates a pass rate for each month which is calculated as Accepted PO's divided by PO Count x 100.
11. Purchase Order Pass Rate: The graph plots the Pass rate of PO's for each month.
12. Item Inspection Result %: Donut chart of Item Inspection Record Results for the selected Supplier, for the selected period (defaults to 12 months).
13. Item Inspection Statuses %: Donut chart of Item Inspection Record Statuses for the selected Supplier, for the selected period (defaults to 12 months).
14. Item Inspection Records Table - Month/Inspection Record Count/Accepted Inspections/Rejected Inspections/Pass Rate: The table shows by month the number of item inspection records for the supplier and details how many were Accepted and Rejected. The table then calculates a pass rate for each month which is calculated as Accepted Inspection Records divided by Inspection Record Count x 100.
15. Item Inspection Record Pass Rate: The graph plots the Pass rate of inspection records for each month.
16. Override Decisions: Donut chart of Item Inspection Override Record Decisions for the selected Supplier, for the selected period (defaults to 12 months).
17. Override Records Table - Month/Override Count: The table shows the count of Item Inspection Override records for month.
18. Override Count: The graph plots the number of overrides generated for the supplier by month.
19. Rejected Item Inspection Statuses %: Donut chart of Item Inspection Record Statuses for the selected Supplier where Result was Rejected, for the selected period (defaults to 12 months).
20. Rejected Item Inspections Table - Month/Rejected Inspections/Total Rejected Cost: The table show by month how many rejected inspections records there was for the supplier and the cost of the rejections for the month calculated as: Sum of [Actual Delivered Qty x Cost on Inspection Record where status = Rejected].
21. Total Rejected Cost: The graph plots the rejected cost per month.
22. Claim Decision %: Donut chart of Item Inspection Claim Record Decisions for the selected Supplier, for the selected period (defaults to 12 months).
23. Claim Records Table - Month/Claim/Total Claim Cost: The table show by month the number of claims for the supplier and the total claim cost for the month.
24. Total Claim Cost: The graph plots the total claim cost by month.