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--- cats:procedures:traffic:trafficreporttypes [2016/02/16 17:14] – [Inventory to Compare to Accounting] amanda
+++ cats:procedures:traffic:trafficreporttypes [2022/08/10 19:13] (current) – [Inventory Matched Against Open Sales] jen
@@ Line 1: / Line 1: @@
 =====Common Types of Traffic Reports=====
 Traffic reports are extremely flexible tools that allow you to see the minutiae of your position, down to the marks level. Here are a few commonly used traffic reports and how to set them up with filters in CATS.
+{{entry>0;Marine Insurance;-}}{{entry>0;Warehouse Insurance;-}}
+====Simple Location Reports====
+On the report designer, select the type of traffic report to print from the list under the report type filter.
+[{{:cats:procedures:traffic:trafficreport_afloat.png?|Choose traffic report}}]
+**Afloat Report**\\
+Includes location screens if the location field is marked AF (afloat).
+[{{:cats:procedures:traffic:trafficreport_locationscreenaf.png?|Location screen marked AF (afloat)}}]
+**Warehouse Report**\\
+Includes location screens if the location field is marked WH (warehouse).
+[{{:cats:procedures:traffic:trafficreport_locationscreenwh.png?|Location screen marked WH (warehouse)}}]
+**Exdock Report**\\
+Includes location screens if the location field is marked XD (exdock).
+[{{:cats:procedures:traffic:trafficreport_locationscreenxd.png?|Location screen marked XD (exdock)}}]
+**Open Shipment Report**
+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.)
+[{{:cats:procedures:traffic:trafficreport_locationscreen.png?|Location screen marked IN (intend)}}]
+When you select Include Intend, CATS will include location screens if the steamship field is blank or the location field is marked intend (IN).
+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.
+[{{:cats:procedures:traffic:trafficreport_blanksteamshipfield.png?|Steamship field on location screen is blank}}]
+**Open Destination Report**
+[{{:cats:procedures:traffic:trafficreport_blankdestcode1.png?|Destination code left blank.}}]
+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/MIAMI).\\
+The destination field on the purchase contract or location screen is marked OPEN.\\
+The destination would be considered open if the **Destination unknown or To-Be Decided** box is checked.
+[{{:cats:procedures:traffic:trafficreport_reviewdestscan.png?|Marking a destination screen open.}}]
+**Other Report**
+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.
+**Open Approval**
+This report includes location screens with allocation and sampling dates but no delivery order.
+**All Traffic**
+Includes all screens that have an entry in the location field.
+**Traffic/OpenFut**
+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.
 ====Marine Insurance Report====
@@ Line 6: / Line 79: @@
   * Active - **Active** (shows only items that have not been marked complete).
   * Report Type - **Marine Insurance**.
-[{{:cats:procedures:traffic:trafficreport_marineinsurancetype.png|Set Report Type to Marine Insurance.}}]
+[{{:cats:procedures:traffic:trafficreport_marine.png?|Set Report Type to Marine Insurance.}}]
   * Fill in the month end date of the report you want to use.
 [{{:cats:procedures:traffic:trafficereport_marineinsuranceoptions.png|Marine Insurance Report options}}]
@@ Line 32: / Line 105: @@
   * Active - **Active**. Shows only items that are not complete.
   * Report Type - **Warehouse Insurance**.
+[{{:cats:procedures:traffic:trafficreport_wh.png?|Select Warehouse Insurance type of report}}]
-[{{:cats:procedures:traffic:trafficreport_whinsurancefilter.png|Select Warehouse Insurance type of report.}}]
 Enter the end of month for the report you want to print, then click **Apply**.
@@ Line 50: / Line 122: @@
   * Sale Allocation - **Unallocated**.
   * Open Sales - **Include**. This will show open sales contract items that have unallocated units available.
-[{{:cats:procedures:traffic:report:trafficreport_inventorywithopensalesscreen2filters.png|Filters for this report on Screen 2.}}]
+[{{:cats:procedures:traffic:trafficreport_inventory.png?|filters}}]
 Typical order is: