cats:procedures:traffic:trafficreporttypes

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cats:procedures:traffic:trafficreporttypes [2017/07/17 16:29] – jencats: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====
-On screen 1 of the report selections, select the type of traffic report to print from the list under the report type.+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}}]
  
-[{{:cats:procedures:traffic:trafficreport_reporttypefilter.png?|Choose traffic report}}] 
  
 **Afloat Report**\\  **Afloat Report**\\ 
 Includes location screens if the location field is marked AF (afloat).  Includes location screens if the location field is marked AF (afloat). 
-[{{:cats:procedures:traffic:trafficreport_locationscreenaf.png?|}}]+[{{:cats:procedures:traffic:trafficreport_locationscreenaf.png?|Location screen marked AF (afloat)}}]
 **Warehouse Report**\\  **Warehouse Report**\\ 
 Includes location screens if the location field is marked WH (warehouse).  Includes location screens if the location field is marked WH (warehouse). 
-[{{:cats:procedures:traffic:trafficreport_locationscreenwh.png?|}}]+[{{:cats:procedures:traffic:trafficreport_locationscreenwh.png?|Location screen marked WH (warehouse)}}]
 **Exdock Report**\\  **Exdock Report**\\ 
 Includes location screens if the location field is marked XD (exdock).  Includes location screens if the location field is marked XD (exdock). 
-[{{:cats:procedures:traffic:trafficreport_locationscreenxd.png?|}}] +[{{:cats:procedures:traffic:trafficreport_locationscreenxd.png?|Location screen marked XD (exdock)}}]
-**Warehouse Insurance Report**\\  +
-Includes location screens if the location field is marked WH (warehouse). +
-[{{:cats:procedures:traffic:trafficreport_locationscreenwh.png?|}}]+
  
 **Open Shipment Report** **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.) 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?|}}] +[{{: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 printing an open shipment report, choose whether to include, exclude or ignore screens marked 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 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. 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.}}]
  
-**Open Destination 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/MIAMI).\\  
 +The destination field on the purchase contract or location screen is marked OPEN.\\ 
  
-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. +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** **Other 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**. 
-[{{: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.    * Fill in the month end date of the report you want to use. 
 [{{:cats:procedures:traffic:trafficereport_marineinsuranceoptions.png|Marine Insurance Report options}}] [{{:cats:procedures:traffic:trafficereport_marineinsuranceoptions.png|Marine Insurance Report options}}]
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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**. 
- +[{{: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**. 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. 
-[{{:cats:procedures:traffic:report:trafficreport_inventorywithopensalesscreen2filters.png|Filters for this report on Screen 2.}}]+[{{:cats:procedures:traffic:trafficreport_inventory.png?|filters}}]
  
 Typical order is: Typical order is:
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