Project Catalog Report

Overview:  Search for existing Product Codes by various filters and presentations.  Option to download data.  Hyperlink to transaction detail.  Reports include; overstock, shortage, over estimate, status, discrepancy and historical details.

Topics:

1. Project Catalog Report

2. Project Catalog Discrepancy Report

3. Project Catalog Bin Location Report (tip: see cable management bin selection help screen. what do they use this for>?

Process:

1) Project Catalog Report.  From the CMMS Menu -> Reports -> Project Catalog Report.

To download the entire catalog, click the Product Code Range Section radio button and leave the from and to fields blank.

OR

Report may be run by entering specific report criteria.  The more filters entered the narrower the results will be.

Project Catalog Filters:

1. • Product Code Search: Allows users to search by only one product code

   • List Drawing Items: Checking this box will display all the drawings that contain the entered product code.

   • Exports: Selecting Exports will display all the export packages that contain this item.

   • Alternate Product Code Search: Customer product code.

   • Product Code Range Selection: Search by product code range (ex. 2110100075-2110100150)

   • Description: Product short description.

   • Project Class: Search by Class A, B, C, or D.

   • Max/Min: Yes/No

   • Charge Code: If a charge code has been entered into the project, the user can select which to search by.

   • PO Line #: Allows user to search by the customer's line number if it was imputed into the project.

   • Tag No: Identification marker

   • Size Code: 100W, 60W, 3/4, etc

   • Vendor Number: Unique number assigned to a material distributor.

   • Bin Location: Allows user to search by the physical location of the product within the warehouse.

   • UPC: Allows user to search by the Universal Product code.

   • Catalog #: Manufacturer part number

   • Manufacturer: Company that built/created the product.

   • Category: Light, Cabletray, etc

   • New Date: New item search for a specified time period

   • Rev Date: Catalog items where a revision occurred during the specified time period.

   • Exp Arrival Date: Date item is expected to arrive.

   • Price Change Date: Displays products that have had a price change for specified dates

   • Item With On Order Qty: Returns products with items on order

   • Item with Qty Open on DT: Returns items that currently have items open a delivery ticket.

   • Item with Dwg Qty Open: Displays products that are currently in an open status on a Drawing.

   • Item with Qty Shipped JTD: Displays only items that have shipped to date on the Job.

   • Item with Qty Rec at Job: Displays only items that have been received on the Job.

   • Item NOT In Master Catalog: Displays any items that are not in the Master Catalog (for consolidated jobs)

   • Item IN Master Catalog: Returns only Product Codes in Project Catalog that are in Master Catalog.

   

Report Type Filters:

1. • Priced: Will display current price

    

   • Unpriced: No pricing will be displayed.

   • Bulk Estimate or Drawing Estimate
     

   • None Selected:

   • Material Overstock

   • Material Shortage:;

   • Material Over Estimate:

   • Status Report (sorted) by: Choose
     

   • How the report is to be sorted: Product Code, Charge Code or Bin Location

   • What to be displayed:  Show Cost or Show Negative QOH (quantity on hand) Only

   • Discrepancy Report for: Choose discrepancy to generate report on:  Receiving, Shipping, On Order, Open, Estimate, or Export.

   • History Report for: Choose type of history to report on:  Shipments, Receipts, or Adjustments.
     
     Note: Only one report type at a time may be selected
     
     

Generate Report:

• Report:  Generate an interactive table of the Project Catalog Records meeting the criteria entered (See: Step A)

• Reset: Reset the search criteria to the default and start over..

• Excel:  Download the data directly into an excel spreadsheet. (See: Step 5)

By clicking Report and interactive graph will display:

Click Here to Learn how to Read the Report

Any hyperlinks (outlined in red) will give you more information about the content.

Click Download Report to view a text file with added information. Click the here hyperlink to view the text report:

To save a the Text file on your computer, right click on the here hyperlink:

Identify a save location.

*To import into Excel, open Excel and then open the text file into Excel.

By clicking the Excel button on the report screen, you will open some of the report data:

Click Open or Save.

View Excel spreadsheet.

2) Project Catalog Discrepancy Report.  From the CMMS Menu > Reports > Project Catalog Report.

Enter desired search criteria and select a Discrepancy Report radio button (highlighted in yellow).

Click Report. (Excel button will generate the same report as clicking the Report button.)

Click on the hyperlink.

View and/or save the Report:

     3)Project Catalog Bin Location Report.  From the CMMS Menu > Reports > Project Catalog Report.

          

Enter desired search criteria and select a Bin Location radio button (highlighted in yellow).

Click Report and then the hyperlink to open.

Click Here to Learn how to Read the Report