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.
Despite the name of this report type, you can change the default filters to see items that are in the following categories:
Chargedunits are less than the
Contractunits. For Sales, the
Billed(sale invoiced) units are less than the
Chargedunits are more than the
Billedunits. Only applies to Purchase contract items.
Lotsis more than the number
Fixedon the item).
The Position Date Range on Screen 1 can be used in conjunction with the Position filter on Screen 2 to choose which type of position is used in the date range.
The Position Type Options are:
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.
This option allows you to import columns that show location-screen-level data. This may expand your report by several lines per item if an item has more than one location screen, but it allows you to see the allocations and traffic status of pieces of these items. This may help you when attempting to allocate open items.
Occasionally, small pieces of items are left open or in inventory. You can choose to exclude these items from report by using a minimum weight or units filter. Select units or weight and pick a limit.
In the above case we will exclude items with less than one unit left open.
You can also choose to see a report of small pieces, which will allow you to identify them in order to clean them up in the system.
In the above case we are only showing items with open weight from 0 to 10 pounds.
If you are interested in doing so, you can exclude items that are not fixed or show only To-Be-Fixed items.
You can choose to see only unallocated items, only allocated items, or all contracts regardless of allocation.
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.
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.
Typical report settings for an open position report are: