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cats:procedures:reports:exceptionreports [2016/06/23 13:59] – 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===== | ||
+ | {{entry> | ||
+ | {{entry> | ||
To access exception reports, go to **Position Reports > Exception**. Scroll and highlight the report you want. Types of Exception reports are: | 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\\ | * Physical Position Tied to Futures\\ | ||
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====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. | Go to **Position Reports > Exception > Warehouse Exposure**. This is a standard report with no options. | ||
You will go directly to the print screen. | You will go directly to the print screen. | ||
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CATS will ask to save the report. Here is a sample Warehouse Exposure exception report. | 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==== | ||
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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. | ||
[{{: | [{{: | ||
- | Select the columns | + | Choose order and columns |
- | [{{: | + | |
Choose how you want to print the report. | Choose how you want to print the report. | ||
[{{: | [{{: | ||
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===Future Values=== | ===Future Values=== | ||
- | Follow the steps listed above and instead choose | + | Follow the steps listed above and instead choose |
[{{: | [{{: | ||
- | Modify the columns | + | Modify the columns |
- | [{{: | + | [{{: |
- | Here is a sample | + | A sample |
[{{: | [{{: | ||
===Destination Values=== | ===Destination Values=== | ||
- | You can follow the steps listed above and instead choose | + | You can follow the steps listed above and instead choose |
[{{: | [{{: | ||
- | Modify the columns for this report. Make sure the columns for Dest Rpt Only are selected. Proceed as described above to print and save your report.\\ | + | 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.\\ |
- | [{{: | + | [{{: |
- | Here is a sample grade report | + | A sample |
[{{: | [{{: | ||
+ | {{tag>" | ||
+ | {{tag>" |