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cats:procedures:reports:exceptionreports [2016/06/17 14:51] – jen | cats:procedures:reports:exceptionreports [2022/08/08 18:30] (current) – ↷ Links adapted because of a move operation amanda | ||
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=====Exception Reports===== | =====Exception Reports===== | ||
- | To access exception reports, go to **Position Reports > Exception**. Scroll and highlight the report you want. Types of Exception reports are Physical Position Tied to Futures, Past Pickup Date of Sale, Warehouse Exposure, Reservation Report, Shipping Advice, Description Codes and Values.\\ | + | {{entry> |
+ | {{entry> | ||
+ | To access exception reports, go to **Position Reports > Exception**. Scroll and highlight the report you want. Types of Exception reports are:\\ | ||
+ | * Physical Position Tied to Futures\\ | ||
+ | * Past Pickup Date of Sale\\ | ||
+ | * Warehouse Exposure\\ | ||
+ | * Reservation Report\\ | ||
+ | * Shipping Advice\\ | ||
+ | * Description Codes and Values\\ | ||
{{: | {{: | ||
- | |||
====Physical Position Tied to Futures==== | ====Physical Position Tied to Futures==== | ||
- | |||
====Past Pickup Date of Sale==== | ====Past Pickup Date of Sale==== | ||
+ | Go to **Position Reports > Exception > Past Pickup Date of Sale**. | ||
+ | [{{: | ||
+ | |||
+ | Input the information you want to show on this report.\\ | ||
+ | **Delivery Date Prior To**- Enter the date\\ | ||
+ | **Accounts**- All, One Account, Account Range\\ | ||
+ | [{{: | ||
+ | Choose All accounts, One Account or Account Range. | ||
+ | [{{: | ||
+ | Enter the date and account information and press **Continue**. | ||
+ | [{{: | ||
====Warehouse Exposure==== | ====Warehouse Exposure==== | ||
- | A report that calculates the value of material stored in each warehouse code or account and determines your exposure based on that value. | + | A report that calculates the value of material stored in each warehouse code or account and determines your exposure based on that value. |
+ | Go to **Position Reports > Exception > Warehouse Exposure**. This is a standard report with no options. | ||
+ | You will go directly to the print screen. | ||
+ | [{{: | ||
+ | CATS will ask to save the report. Here is a sample Warehouse Exposure exception report. | ||
+ | [{{: | ||
+ | To check the exposure limit, you can go to **Accounting > Accts: Name/Addr > Review Account**. | ||
+ | [{{: | ||
+ | The **Edit account record** box will pop up. Enter the account record you want to check limits. | ||
+ | [{{: | ||
+ | The account review screen will show. Here you can view existing exposure limits.You can change the exposure limits by choosing **Edit** from the top menu bar and typing in the exposure limit box. | ||
+ | [{{: | ||
+ | You can also choose **Exposure Credit > Calculate Exposure** from the top menu bar. | ||
+ | [{{: | ||
====Reservation Report==== | ====Reservation Report==== | ||
- | |||
====Shipping Advice==== | ====Shipping Advice==== | ||
- | |||
====Description Codes and Values==== | ====Description Codes and Values==== | ||
Grade codes indicate the type of material being purchased/ | Grade codes indicate the type of material being purchased/ | ||
- | |||
Go to **Position Reports > Exception > Description Codes and Values**. | Go to **Position Reports > Exception > Description Codes and Values**. | ||
Select the report you want to run and click **Modify**. You can also print directly from this page by pressing **Print**. | Select the report you want to run and click **Modify**. You can also print directly from this page by pressing **Print**. | ||
[{{: | [{{: | ||
- | Choose your **Grade/ Values Mode**- | + | ===Codes and Values=== |
- | [{{: | + | Choose your **Grade/ Values Mode**- |
+ | * Codes and Values | ||
+ | * Futures Values | ||
+ | * Destination Values | ||
Press **Select Columns** from the top menu to select the columns you want on this report. | Press **Select Columns** from the top menu to select the columns you want on this report. | ||
- | [{{: | + | [{{: |
- | Once you have modified the report press **Continue** | + | Choose order and columns as usual ([[cats: |
+ | Choose | ||
[{{: | [{{: | ||
CATS will ask you to save your report. | CATS will ask you to save your report. | ||
[{{: | [{{: | ||
- | Here is a sample grade report futures | + | |
+ | ===Future Values=== | ||
+ | Follow the steps listed above and instead choose grades mode **Futures Values**. | ||
+ | [{{: | ||
+ | Modify the columns | ||
+ | [{{: | ||
+ | A sample of future values report | ||
[{{: | [{{: | ||
+ | ===Destination Values=== | ||
+ | You can follow the steps listed above and instead choose grades mode **Destination Value.** | ||
+ | [{{: | ||
+ | Modify the columns for this report. Make sure the columns for Dest Rpt Only are selected. Proceed as usual to print and save your report.\\ | ||
+ | [{{: | ||
+ | A sample of grade destination values report printed to HTML. | ||
+ | [{{: | ||
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