Introduction

This document describes the function and purpose of each of the standard online reports accessible from the ‘Reports’ section of the Claritum System.

The reports are designed to focus on key aspects of system activity and provide the means for the user to view the report content on-screen for immediate reviewing and also to be downloaded for further manipulation and subsequent formatting using ‘offline’ tools.

Reports

Progress By Customer

This report lists all the current project parts together with the monetary values for each part.
Note that this report only relates to project parts where orders where placed ( it excludes Stock Orders and Quotes ).

The following conditions need to be met for a project part to appear on this report:

A customer order has been received for the part and at least 1 supplier order (PO) has been sent.
The project has not been marked as ‘closed’.
All of the sales invoicing has NOT been issued (i.e. there are still sales invoices pending for this project part).
Not all of the supplier invoices have been received.

Filters

Filters	Purpose
Date Ordered	Search for Project Parts that were ordered by Customer within the date range
Customer	Select one specific customer or all customers to report on.

Output

Column	Description
Project Ref	The project reference
Part Ref	The project part reference
Customer PO	The purchase order entered when placing the order
Status	The status of the project part
Customer	The customer name
Contact	The end user who placed the order
Part Title	The title of the project part
Quantity	The quantity ordered
Costs to date	The total of the authorised supplier purchase orders for the part
Sale to date	The ‘sale’ value currently showing on the project
Rep Code	The ‘rep-code’ of the ‘rep’ associated with the project’s Customer
Order Date	The date the job part was ordered
Delivery Date	The date the project part will be delivered
Customer Invoiced	The date the customer invoice was issued
Suppliers Invoiced	The most recent date a supplier invoice was received
Nominal Ledger	The nominal ledger code for the Customer
Administrator	The administrator assigned to the project part

Profit By Customer

Profitability by customer for project parts and orders where all invoicing is complete, filtered by invoice date.

Note that this report only relates to Projects ( it excludes Stock Orders ).

The following conditions need to be met for a project part to appear on this report:

All project parts have been ordered
The project part needs to have at least one Sales Invoice and all sales invoices need to be issued
The project partAll supplier invoices have been received

Filters	Purpose
Invoice Date	Find the last invoice that falls within this date range
Customer	Select one specific customer or all customers to report on

Column	Description
Project Ref	The project reference
Customer	The customer the Project Part was created for
Contact	The end user who placed the order
Part Title	The title of the project part
Total Customer Invoice	Total value of customer invoices for the project part
Total PO	The total value of supplier POs for the project part
Total Supplier Invoice	The total value of the supplier invoices received for the project part
Profit	The profit for the project-part (i.e. ‘Total Sale’ – ‘Total Supplier Invoice’)
Rep code	The ‘rep-code’ of the ‘rep’ associated with the project part’s Customer
Date Invoiced	The date of the latest sales invoice
Group	The group of the customer users within the Customer
Administrator	The administrator assigned to the project part
Project Type	The name of the Catalogue Item
Customer PO	The customer PO number
Date Ordered	The date the item was ordered
Date Despatched	The date the item was despatched
Quantity	The quantity ordered for the project part

Performance by Supplier

This report shows a summary of the supplier performance showing the numbers and values of project parts won, lost, declined, etc.

Filters	Purpose
Date Requested	Find project parts where the quote request was sent within this date range

Column	Description
Supplier	The name of the supplier
Quotes Submitted	The number of project parts the supplier quoted for
Quotes Ordered	The number of project parts the supplier won
Quotes Requested	The number of quote requests the supplier received
Not Submitted	The number of project parts the supplier did not quote for
Not Ordered	The number of project parts where the customer did not place the order
Declined	The number of project parts the supplier declined to quote for
Lost	The number of project parts where order was placed but another supplier won it
Avg Hours to Quote	The average number of hours taken to provide the quotes by the supplier
Avg Days to Quote	The average number of days taken to submit the quotes by the supplier
Avg Hours to Order	The average number of hours between the supplier submitting their quote and a PO being issued to them
Avg Days to Order	The average number of days between the supplier submitting their quote and a PO being issued to them
Avg Quote Value	The average value of the quotes submitted by the Supplier
Avg Pending Value	The average value of Purchase Orders have not been approved yet for the supplier
Avg Lost Value	The average value of orders lost by the supplier

Rating By Product

The “Rating by Product” report shows supplier ratings for each type of product.

Filters	Purpose
Date Completed	The date the Supplier Services were completed
Product	the Name of the Catalogue Item

Column	Description
Supplier	The supplier that provided the product
Quality	The average Quality rating the supplier received
On Schedule	The average On Schedule rating the supplier received
On Budget	The average On Budget rating the supplier received
Product Code	The Product Code entered on the Catalogue Item
Product	The Catalogue Item within the catalogue

Invoice by Customer

This report shows the customer invoice lines for the project parts.

The invoice line will only show on this report once it has been issued to the customer.

Filters	Purpose
Invoice Date	This is the date chosen on the invoice
Customer	This allows to select the Customer the invoice relates to

Column	Description
Customer	The Customer the invoice was created for
Group	The group of customer users within the customer
Contact	The end user for the customer
Invoice Number	The invoice number generated by the system
Invoice Date	The date entered on the invoice
Project Ref	The project reference the invoice was created for
Catalogue Ref	The Product Code on the Catalogue Item
Project Type	The name of the Catalogue Item
Administrator	The administrator on the project part
Customer PO	The Purchase Order number provided by the customer
Quantity	The quantity ordered
Net	The net value of the invoice line item
Tax	The value of the tax applied
Gross	The total of net and tax of the invoice line items

Stock Valuation

This report shows a list of stock values by customer and date

Filters	Purpose
Stock Date	The report will show values from the chosen date
Customer	Select the customer to which the stock relates

Column	Description
Product Code	The Product Code entered on the Catalogue Item
Product Name	The Product Name entered on the Catalogue Item
Folder	The folder where the stock item is located
Location	The location of the stock unit in the warehouse
Customer	The customer name
Warehouse	The warehouse where the stock is located
Project Ref	The project reference
Minimum Stock	The minimum stock available
Reorder Level	The reorder level set on the stock item
Available Units	The number of available stock units
Current Units	The current amount of stock units
Backorder Units	The number of units on backorder
Available Cost Value	The cost value of the stock unit
Available Sale Value	The sale value of the stock unit

Uninvoiced Costs

This report shows completed projects where supplier invoicing has not been completed

Filters	Purpose
Completed Date	The report will show completed projects within the selected date range
Supplier	Filter projects by specific suppliers

Column	Description
Supplier	The name of the winning supplier on the project
Customer	The name of the customer on the project
Services	The services selected against the project
Project Ref	The project reference
Order Ref	The order reference
Purchase Order	The purchase order number on the project
Part Title	The project parts title
Created	The date the project was created
Ordered	The date the project was ordered
Completed	The date the project was completed
Total Cost	The total cost of the project
Purchase Order Value	The purchase order value
Total Received	The total value received
Uninvoiced	The remaining value uninvoiced

Uninvoiced Sale