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cats:procedures:reports:openpositionreport [2016/02/16 14:58] – [Sample Report Settings] jen | cats:procedures:reports:openpositionreport [2022/11/11 15:28] – [Report Filters and Options] jen | ||
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=====Open Position Reports===== | =====Open Position Reports===== | ||
+ | {{entry> | ||
Open position reports look at contract items to find the current position of material in CATS. Each line item on the report represents a contract item, which has a unique description plus optional identifier code. | Open position reports look at contract items to find the current position of material in CATS. Each line item on the report represents a contract item, which has a unique description plus optional identifier code. | ||
To create or print an open position report, select **Position Reports > Open Position** from the Main menu. | To create or print an open position report, select **Position Reports > Open Position** from the Main menu. | ||
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====Report Filters and Options==== | ====Report Filters and Options==== | ||
Here are some of the key options for Open Position Reports. | Here are some of the key options for Open Position Reports. | ||
- | [{{: | + | [{{: |
===Contract Type=== | ===Contract Type=== | ||
Despite the name of this report type, you can change the default filters to see items that are in the following categories: | Despite the name of this report type, you can change the default filters to see items that are in the following categories: | ||
- | * All positions (includes all of the options below). | + | |
- | * Unallocated - No sales units applied against purchases and vice versa. | + | |
- | * Open - No sale invoice. | + | |
- | * Inventory - Purchase | + | |
- | * Billed Out - Sales invoiced) | + | |
- | * Open/ | + | |
- | * Open/ | + | |
- | * Provisionally | + | * **Prov |
- | * Unfixed - Shows only unfixed | + | |
- | * Complete including receivables (or not including receivables) | + | * **Activity** - A sale or purchase invoice must have been posted against this item during this fiscal year. |
+ | * **Completed Incl A/R** - | ||
+ | * **Not Completed A/R** - Items that are only missing a sale invoice. | ||
===Position Date Range and Position=== | ===Position Date Range and Position=== | ||
- | The **Position Date Range** | + | The **Position Date Range** can be used in conjunction with the **Position** filter to choose which type of position is used in the date range. |
- | [{{: | + | [{{: |
The Position Type Options are: | The Position Type Options are: | ||
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===Financing=== | ===Financing=== | ||
CATS allows you to label contract items (or automatically classify them) as under a type of financing. The most common option is **Consignment**. This classification is done on the item screen using the **Fin** menu choice. | CATS allows you to label contract items (or automatically classify them) as under a type of financing. The most common option is **Consignment**. This classification is done on the item screen using the **Fin** menu choice. | ||
- | [{{: | + | [{{: |
The only effect this label has is to allow you to filter items on reports. You can exclude or choose to see only Consignment items on the Open Position report. | The only effect this label has is to allow you to filter items on reports. You can exclude or choose to see only Consignment items on the Open Position report. | ||
[{{: | [{{: | ||
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===Minimum Units or Weight=== | ===Minimum Units or Weight=== | ||
- | Occasionally, | + | Occasionally, |
+ | |||
[{{: | [{{: | ||
+ | |||
In the above case we will exclude items with less than one unit left open. | In the above case we will exclude items with less than one unit left open. | ||
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===Pricing=== | ===Pricing=== | ||
If you are interested in doing so, you can exclude items that are not fixed or show only To-Be-Fixed items. | If you are interested in doing so, you can exclude items that are not fixed or show only To-Be-Fixed items. | ||
- | [{{: | + | [{{: |
===Allocations=== | ===Allocations=== | ||
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===Contract Screen Flags=== | ===Contract Screen Flags=== | ||
- | Contract-level flags can be used to filter which contract items you see on reports. You can use the **Advanced** filter option to include or exclude items tagged with specific flags. | + | Contract-level flags can be used to filter which contract items you see on reports. You can use the **Advanced** filter option to include or exclude items tagged with specific flags. |
[{{: | [{{: | ||
- | |||
- | Simply set the filters as needed and print the report to see your current physical position. | ||
====Sample Report Settings==== | ====Sample Report Settings==== |