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 such as Microsoft Excel or Microsoft Access.

For more detailed reporting requirements, including the ability to create and publish your own reports online, please refer to Claritum’s Business Intelligence solution.

Reports

'Work In Progress'

This report lists all the current job-parts together with the monetary values for each part.
Note that this only relates to Job Bags. It does not include stock orders that are in the process of being picked/packed.

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

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

Options

Output

'Finished Jobs'

A breakdown of the finished jobs and the profits/percentages earned on them.

Note that this only relates to Job Bags. It does not include any Stock Orders that have been shipped.

A ‘finished’ job is defined as:

1. All parts have been ordered
2. All sales invoices have been issued
3. All supplier invoices have been received.

Options

Output

'Supplier Orders'

Analyses the spend with each supplier across all jobs and the status of the supplier invoicing.

Options

Output

'Sales Report'

Summarises the costs and sales broken down by Customer, Member, Rep-Code or Account Manager and optionally by type (either ‘Stock’ or ‘Jobs’ or both). It includes summaries of the costs, the sales, the profit and the margin.

Note: This report shows the PO value for the ‘costs’ where the supplier invoicing has not yet been received. Supplier invoices received (for a different value than expected by the PO) after running this report will show different ‘costs’ the next time this report is run.

Only stock orders and jobs where all invoices are issued and no job-parts are left un-ordered are included in this report.

Options

Output

'Stock Levels'

This report details the current availability of stock items for the customer.

The current availability is defined as the quantity physically in stock minus the quantity of orders currently pending or in progress.

Options

Output

'Sourcing'

Summarises minimum, maximum, average and selected supplier costs for each ordered job

Options

Output

'Stock Orders'

This report shows a list of Despatched Stock Orders.

Options

Output

'Supplier Performance'

Summarises supplier ratings and performance.

Options

Output

'Invoiced Jobs'

The report relates to Job Bags invoices  and does not include any Stock Orders that have been shipped. The Invoiced Job report lists all invoice line items where customer invoice was issued.

Options

Output