MR.12: Display Client Analysis

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

In managing one or more Warehouses, it is important to monitor periodically the volumes that are being processed in each (ie. Receipts, Shipments, Adjustments). This program summarizes the activities by Client and/or Warehouse and/or all Warehouses, showing each of these activities together with opening and closing balances.

Note: For related documentation and workflows, see MR - Management Reporting.

Usage

Use this job to produce a display showing the current volumes in each Warehouse for any selected date or range of dates.

The beginning balance represents transactions before the beginning date entered. The analysis represents transactions (inclusive) between the beginning date and the ending date.

The closing is as of the ending date entered, also. Any transactions after that date are ignored.

The percentages represent comparisons between the Client selection (or NIL selection), representing the comparison of that information and the Warehouse (or Company total).

Print: There is no option in this program to print the values that are displayed on the screen.

Preconditions

The transactions that are used to produce this
display are generated by various programs:

OE.06 [Pick Confirmation],
OE.20 [Confirm or Modify Shipments],
OE.21 [Enter Shipped Orders],
RE.21 [Receipts],
RE.31 [Receipt Invoices], and
OR.20 [Lots - Maintain / Adjust].

Subsequent Actions

Based on the figures in this display, you may need to initiate some action; e.g., if one Warehouse is experiencing a disproportionate amount of activity, you may wish to address the reasons for the imbalance.

Periodically, you may purge the data using program OR.62 [Analysis Activity - Purge].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.