cats:procedures:reports:exceptionreports

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cats:procedures:reports:exceptionreports [2016/06/23 15:16] – [Warehouse Exposure] jencats: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>0;Exception Reports;-}}{{entry>0;Warehouse Exposure;-}}{{entry>0;Codes and Values;-}}
 +{{entry>0;Physical Position tied to Futures;-}}{{entry>0;Past Pickup Date of Sale;-}}{{entry>0;Reservation Report;-}}{{entry>0;Shipping Advice;-}}
 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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 ====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. Only if the exposure balance is negative it will show on this report.\\ +A report that calculates the value of material stored in each warehouse code or account and determines your exposure based on that value. Only if the exposure balance is negativewill it show on this report.\\ 
 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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 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. 
 [{{:cats:procedures:reports:exceptionreports_gradesvaluesmode.png?|Grade Report Screen}}] [{{:cats:procedures:reports:exceptionreports_gradesvaluesmode.png?|Grade Report Screen}}]
-Select the columns you want on this report ([[cats:procedures:createareport|Selecting columns on a report]]). Once you have modified the report press **Continue** from top menu bar. +Choose order and columns as usual ([[cats:procedures:deprecated:oldcreateareport|Creating Reports in CATS]]). **Continue** to print  
-[{{:cats:procedures:reports:exceptionreports_selectcolumns.png?direct&800|Select columns to show on the futures report}}]+
 Choose how you want to print the report.  Choose how you want to print the report. 
 [{{:cats:procedures:reports:exceptionreports_printoptions.png?|Print report options}}] [{{:cats:procedures:reports:exceptionreports_printoptions.png?|Print report options}}]
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 ===Future Values=== ===Future Values===
-Follow the steps listed above and instead choose grade code **Futures Values**. +Follow the steps listed above and instead choose grades mode **Futures Values**. 
 [{{:cats:procedures:reports:exceptionreports_gradereportscreen1.png?|Grade report screen 1}}] [{{:cats:procedures:reports:exceptionreports_gradereportscreen1.png?|Grade report screen 1}}]
-Modify the columns  for this report. Make sure the columns for Future 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 Future Rpt Only are selected. Proceed as usual to print and save your report.\\ 
 [{{:cats:procedures:reports:exceptionreports_selectcolumns_001.png?direct&800|Select columns on futures report}}] [{{:cats:procedures:reports:exceptionreports_selectcolumns_001.png?direct&800|Select columns on futures report}}]
-Here is a sample grade report future values printed to HTML. +sample of future values report printed to HTML. 
 [{{:cats:procedures:reports:exceptionreports_futuresvaluereport.png?|Future values report}}] [{{:cats:procedures:reports:exceptionreports_futuresvaluereport.png?|Future values report}}]
  
 ===Destination Values=== ===Destination Values===
-You can follow the steps listed above and instead choose grade code **Destination Value.** +You can follow the steps listed above and instead choose grades mode **Destination Value.** 
 [{{:cats:procedures:reports:exceptionreports_destinationvaluereport.png?|Destination value report screen 1}}] [{{:cats:procedures:reports:exceptionreports_destinationvaluereport.png?|Destination value report screen 1}}]
-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.\\ 
 [{{:cats:procedures:reports:exceptionreports_selectcolumns_002.png?direct&800|Select columns on destination report}}] [{{:cats:procedures:reports:exceptionreports_selectcolumns_002.png?direct&800|Select columns on destination report}}]
-Here is a sample grade report destination values printed to HTML. +sample of grade destination values report printed to HTML. 
 [{{:cats:procedures:reports:exceptionreports_destinationvaluereporthtml.png?Destination values report|}}] [{{:cats:procedures:reports:exceptionreports_destinationvaluereporthtml.png?Destination values report|}}]
  
 {{tag>"physical position tied to futures" "past pickup date of sale" "warehouse exposure" "reservation report" "shipping advice"}} {{tag>"physical position tied to futures" "past pickup date of sale" "warehouse exposure" "reservation report" "shipping advice"}}
 {{tag>"codes and values" "futures reports" "destination reports"}} {{tag>"codes and values" "futures reports" "destination reports"}}
  • cats/procedures/reports/exceptionreports.1466695009.txt.gz
  • Last modified: 2017/12/19 03:21
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