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cats:procedures:reports:openpositionreport [2019/01/02 15:29] – amanda | cats:procedures:reports:openpositionreport [2022/11/11 15:30] – jen | ||
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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. | ||
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===Contract Type=== | ===Contract Type=== | ||
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* **Open** - For **Purchases**, | * **Open** - For **Purchases**, | ||
* **Inventory** - The **'' | * **Inventory** - The **'' | ||
- | * **Billed Out** - Sales invoiced. | + | * **Billed Out** - Sales invoiced |
- | * **Open/ | + | * **Open/ |
- | * **Open/ | + | * **Open/ |
* **Prov Invoiced** - Items without a **final** Sale Invoice against them. Compare this to the Provisionals Not Finalized report. | * **Prov Invoiced** - Items without a **final** Sale Invoice against them. Compare this to the Provisionals Not Finalized report. | ||
* **Unfixed** - Shows //only// Unfixed items. | * **Unfixed** - Shows //only// Unfixed items. | ||
- | * **Activity** | + | * **Activity** |
- | * **Completed Incl A/R** (or **Not Completed A/R**) - Items marked complete. | + | * **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. |
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The Position Type Options are: | The Position Type Options are: | ||
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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. | ||
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===Allocations=== | ===Allocations=== | ||
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===Negative Inventory=== | ===Negative Inventory=== | ||
While open sales contracts show up as negative units on the open position report, inventory can be negative if an item is overbought or oversold. This choice will eliminate negative inventory from the calculation of units on the report. | While open sales contracts show up as negative units on the open position report, inventory can be negative if an item is overbought or oversold. This choice will eliminate negative inventory from the calculation of units on the report. | ||
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===Contract Screen Flags=== | ===Contract Screen Flags=== |