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cats:procedures:traffic:trafficreporttypes [2017/07/17 15:25] – jen | cats:procedures:traffic:trafficreporttypes [2022/08/10 19:13] (current) – [Inventory Matched Against Open Sales] jen | ||
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====Simple Location Reports==== | ====Simple Location Reports==== | ||
- | To access | + | On the report |
- | Select | + | |
- | **Afloat Report** | + | [{{: |
- | Includes location screens if the location field is marked AF (afloat). Warehouse Report | ||
- | Includes location screens if the location field is marked WH (warehouse). Exdock Report | + | **Afloat Report**\\ |
+ | Includes location screens if the location field is marked AF (afloat). | ||
+ | [{{: | ||
+ | **Warehouse Report**\\ | ||
+ | Includes location screens if the location field is marked WH (warehouse). | ||
+ | [{{: | ||
+ | **Exdock Report**\\ | ||
+ | Includes location screens if the location field is marked XD (exdock). | ||
+ | [{{: | ||
- | Includes location screens if the location field is marked XD (exdock). Warehouse Insurance | + | **Open Shipment |
- | Includes location screens if the location field is marked | + | Includes location screens if the steamship field is blank. You have the option to include, exclude or ignore all screens marked intend. (A location screen is marked intend when IN (intend) is entered in the location field.) |
+ | [{{: | ||
+ | When you select Include Intend, CATS will include location screens if the steamship field is blank or the location field is marked | ||
+ | When you select Exclude Intend, CATS will include location screens if the steamship field is blank and the location field is not intend (IN). | ||
+ | When you select Ignore Intend, CATS will include location screens if the steamship field is blank, regardless of whether the screen is marked intend. | ||
+ | [{{: | ||
+ | **Open Destination Report** | ||
+ | [{{: | ||
- | **Open Shipment Report** | + | Records are included in this report if one of the following is true:\\ |
+ | The destination field on the purchase contract or location screen is blank.\\ | ||
+ | The destination field on the purchase contract or location screen contains a slash (as in NY/ | ||
+ | The destination field on the purchase contract or location screen is marked OPEN.\\ | ||
- | Includes location screens | + | The destination would be considered open if the **Destination unknown or To-Be Decided** box is checked. |
+ | [{{: | ||
- | When you select Open Shipment | + | **Other |
- | Printing an open shipment report Choose whether | + | Use the Other selection |
- | When you select Include Intend, CATS will include location screens if the steamship field is blank or the location field is marked intend (IN). | + | **Open Approval** |
- | When you select Exclude Intend, CATS will include | + | This report includes |
- | When you select Ignore Intend, CATS will include location screens if the steamship field is blank, regardless of whether the screen is marked intend. | + | **All Traffic** |
- | **Open Destination Report** | + | Includes all screens that have an entry in the location field. |
- | Records are included in this report if the destination field on the purchase contract screen is blank, is marked OPEN, is marked TBA, or contains a slash (as in NY/MIAMI) and the destination port field on the location screen is blank. | + | **Traffic/OpenFut** |
- | **Other Report** | + | This report includes all contracts and can be used to get a complete position. Using this report with the choice Unallocated under the heading Sale Allocation on print screen 2 will give the net position. |
+ | |||
+ | **Open Futures** | ||
+ | |||
+ | Everything but traffic screens. | ||
+ | |||
+ | **Inland Insurance** | ||
+ | |||
+ | Includes location screens if the inland insurance choice is marked Yes. | ||
+ | |||
+ | **L/C Status** | ||
+ | |||
+ | Includes records that have an entry in the L/C Type field on the contract general information sub screen. | ||
+ | |||
+ | **Paid** | ||
+ | |||
+ | Shows all records with a Purchase Invoice attached to traffic screen. | ||
+ | |||
+ | **Paid Exceptions** | ||
+ | |||
+ | Includes records that have a purchase Invoice attached to traffic screen but that are not marked AF, WH, etc. Also shows items that ARE marked AF or WH but do NOT purchase invoice attached. | ||
- | Use the Other selection to design your own report. Most reports can be printed using Other (for example, the afloat report or the warehouse report. When you select Other, you can use the selections under the Location drop-down menu to make more precise filters. | ||
====Marine Insurance Report==== | ====Marine Insurance Report==== | ||
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* Active - **Active** (shows only items that have not been marked complete). | * Active - **Active** (shows only items that have not been marked complete). | ||
* Report Type - **Marine Insurance**. | * Report Type - **Marine Insurance**. | ||
- | [{{: | + | [{{: |
* Fill in the month end date of the report you want to use. | * Fill in the month end date of the report you want to use. | ||
[{{: | [{{: | ||
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* Active - **Active**. Shows only items that are not complete. | * Active - **Active**. Shows only items that are not complete. | ||
* Report Type - **Warehouse Insurance**. | * Report Type - **Warehouse Insurance**. | ||
- | + | [{{: | |
- | [{{: | + | |
Enter the end of month for the report you want to print, then click **Apply**. | Enter the end of month for the report you want to print, then click **Apply**. | ||
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* Sale Allocation - **Unallocated**. | * Sale Allocation - **Unallocated**. | ||
* Open Sales - **Include**. This will show open sales contract items that have unallocated units available. | * Open Sales - **Include**. This will show open sales contract items that have unallocated units available. | ||
- | [{{: | + | [{{: |
Typical order is: | Typical order is: |