cats:procedures:reports:openpositionreport

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cats:procedures:reports:openpositionreport [2017/03/22 14:47] – jencats:procedures:reports:openpositionreport [2022/11/11 15:37] (current) – 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.
-[{{:cats:procedures:reports:positionreports_openposfiltertype.png|Select a Report Type to View Various Contract Types}}]+[{{:cats:procedures:reports:openpositionreport_types.png?|Select a Report Type to View Various Contract Types}}] 
  
 ===Contract Type=== ===Contract Type===
 Despite the name of this report type, you can change the default filters to see items that are in the following categories: Despite the name of this report type, you can change the default filters to see items that are in the following categories:
-  * All positions (includes all of the options below). +  * **All** positions (includes all of the options below). 
-  * Unallocated - No sales units applied against purchases and vice versa. +  * **Unallocated** - No sales units applied against purchases and vice versa. 
-  * Open - No sale invoice. +  * **Open** - For **Purchases**, the **''Charged''** units are //less// than the **''Contract''** units. For **Sales**, the **''Billed''** (sale invoiced) units are //less// than the **''Contract''** units.   
-  * Inventory - Purchase invoice but no sale invoice. +  * **Inventory** - The **''Charged''** units are //more// than the **''Billed''** units. Only applies to **Purchase** contract items. 
-  * Billed Out  - Sales invoiced) +  * **Billed Out**  - Sales invoiced items.  
-  * Open/Inventory - shows the full position of incoming and open. +  * **Open/Inventory** - Shows items that are either Inventory or Open (see above). 
-  * Open/Inventory/To-Be-Fixed - Same as above but includes unfixed items. +  * **Open/Inventory/To-Be-Fixed** - Same as above but includes unfixed items (the number of **''Lots''** is //more// than the number **''Fixed''** on the item). 
-  * Provisionally 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. 
-  * Complete including receivables (or not including receivables) - Items marked complete.+  * **Activity** - A sale or purchase invoice must have been posted against this item  during this fiscal year.  
 +  * **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** 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 Date Range** can be used in conjunction with the **Position** filter to choose which type of position is used in the date range.  
-[{{:cats:procedures:reports:openpositionreport_positiononscreen2.png|Position Filter Options on Screen 2}}]+[{{:cats:procedures:reports:openpositionreport_filter.png?|Position Filter Options}}]
  
 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. 
-[{{:cats:procedures:reports:openpositionreport_screen2pricingfilter.png|Select pricing status as a filter on the report.}}]+[{{:cats:procedures:reports:openpositionreport_pricing.png?|Select pricing status as a filter on the report.}}]
  
 ===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. 
-[{{:cats:procedures:reports:openpositionreport_screen3negativeinventoryfilter.png|Include or Hide Negative Inventory}}]+[{{:cats:procedures:reports:openpositionreport_neginventory.png?|Include or Hide Negative Inventory}}]
  
 ===Contract Screen Flags=== ===Contract Screen Flags===
 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.   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.  
  
-[{{:cats:procedures:reports:openpositionreport_screen4advancedflagfilter.png|}}]+[{{:cats:procedures:reports:openpositionreport_flags.png?|Advanced flag filter}}]
  
 ====Sample Report Settings==== ====Sample Report Settings====
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