2 Dashboards and Reports

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Dashboards and Reports

Dashboard reports are role-based and can be configured to be the first screen displayed upon opening the application. They are intended to highlight actionable or frequently monitored activities. Actions taken from dashboard reports are either executed seamlessly, or launched into a solution’s screen-passing parameters to facilitate further investigation.

Merchandising provides six dashboards out of the box, each with a predefined set of reports. These reports provide a point of view on the information that is relevant to that particular role in a retailer’s organization. But, because you may organize your users in a different manner, there is flexibility to change which reports are displayed on which dashboards. You can also add custom reports, if desired. For more information on making these changes see the Merchandising Customization and Extensions Guide .

Users can configure dashboard reports by defining various parameters such as threshold values, default options, department level exceptions and so on. These parameters can be defined in Reports Options screen in Merchandising. See “Report Options” for more about these configurations.

Note:

For some of the dashboard reports described in this section, the criteria for the report is based on a create date or a last updated date for an entity or transaction. For some transactions, these are updated based on the server date, which for SaaS implementations is based on the GMT time zone, rather than the Merchandising virtual date (vdate).

Filtering Dashboard Reports

Each dashboard in Merchandising has a number of filters such as department, location, chain, and so on. These filters can be used to narrow down the information shown in the reports on that dashboard. The filters differ by dashboard and most of the dashboards have at least one mandatory filter where criteria value needs to be specified to populate reports. You can use these filters to configure the data displayed in your dashboard to be specific to your area of responsibility. The criteria can be provided either in Basic or Advanced mode, depending on the requirement. Basic is the default mode when the dashboard is entered. Click Advanced to access the filters panel in advanced mode where additional criteria can be specified. You can return to Basic mode by clicking Basic in the Filters section of the dashboard.

Basic Search Criteria

To filter the dashboard reports through the basic search criteria:

1. Enter, select or search default filter criteria in the Filters pane in basic mode.

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Tiles

There are four tiles shown at the top of the report, showing total sales value, top ten share (sales), total margin value and top ten share (margin) according to criteria selected.

Display	Description
Total Sales	Total VAT exclusive retail value of gross sales for all items in primary currency.
	• Today
	Based on tran_data table; Net Sales VAT Exclusive + Returns • Week to Date Based on item_loc_hist table; Value summed for all sales types
Top Ten Share (Sales)	Share of the top ten items’ sales as it relates to total sales of all items in the period.
	• (Sum of top ten items’ sales) / Total sales * 100
Total Margin	Total margin value for all items in primary currency • Today
	Based on tran_data table;
	(Total Retail - Total Cost) columns for Net Sales VAT Exclusive + Returns • Week to Date Based on item_loc_hist table; Gross Profit column summed for all sales types
Top Ten Share (Margin)	Share of top ten items’ margin as it relates to total margin of all items in the period. • (Sum of top ten items’ margin) / Total margin * 100

Toggles

• Today/Week to Date - Allows you to switch the view between sales that have occurred today and those that have occurred this week to current.

• Sales/Margin - Allows you to toggle between seeing the items that are top ten sellers in terms of sales revenue and in terms of margin.

Bar Chart

The bar chart has two bars showing sales (blue) and margin (green) for the respective items. Each pair of bars represents an item which is top ten item either by sales or margin and shows the sales and margin either for today or week to date based on selected toggles and dashboard filter criteria.

On the x-axis of the bar chart, the items are listed. For each item, the item description is shown, followed by the item number. The sales/margin bar is able to be selected, which refreshes the associated report showing item details. The items are shown in the order of sales (highest to lowest) when item by sales are displayed and in the order of margin (highest to lowest) when item by margin are displayed.

On the y-axis, the value of sales and margin is shown in the retailer’s primary currency.

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Display	Description
Item Sales	Retail value of sales for the item in primary currency • Today Based on tran_data table
	Net Sales VAT Exclusive + Returns • Week to Date
	Based on item_loc_hist table
	Value column summed for all sales types
Item Margin	Margin value for the item in primary currency • Today
	Based on tran_data table
	(Total Retail - Total Cost) for Net Sales VAT Exclusive + Returns • Week to Date
	Based on item_loc_hist table
	Gross Profit column summed for all sales types

For both sales and margin, if the item is displayed is a parent/diff aggregate, then the data will be displayed based on the aggregated diffs. For example, for an item with two diffs - color and size - if color is chosen as the aggregate, all the sales and margin information would be displayed by parent item/color.

Item Details

The section of the report to the right of the bar graph represents details about a particular item in the chart that has been selected. It is updated by clicking on the bars for a particular item in the chart.

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Display	Description
Sales	Shows the total VAT exclusive retail value of sales (in primary currency) for the item. The value displayed will be based on the report toggles - either Today or Week to Date
	• Today
	Based on tran_data table Net Sales VAT Exclusive + Returns • Week to Date
	Based on item_loc_hist table
	Value column summed for all sales types
Cost of Sales	Shows total cost value of sales (in primary currency).
	• Today
	Based on tran_data table Net Sales + Returns • Week to Date
	Based on item_loc_hist table
	(Value - GP) column summed for all sales types
Margin	Margin value for the item in primary currency.
	• Today
	Based on tran_data table (Total Retail - Total Cost) for Net Sales VAT Exclusive + Returns • Week to Date
	Based on item_loc_hist table
	GP column summed for all sales types
Margin Percent	• When markup calculation type is retail (Sales - Cost of Sales)/Sales * 100 • When markup calculation type is cost
	(Sales - Cost of Sales)/Cost of Sales * 100
Sales Units	Shows number of units sold for item in standard UOM.
	• Today
	Based on tran_data table
	Net Sales VAT Exclusive + Returns • Week to Date
	Based on item_loc_hist table
	Sales Issues column summed for all sales types
Primary Item Image	Shows the primary image associated with the item. For items shown in aggregate (such as style/color), the image for one of the transaction level items for the item parent/diff combination is used. If any image of the applicable child item is not available, then the image associated with parent item is used.

For sales and margin calculations in this report, if the item parent/diff aggregate, then the data will be displayed based on the aggregated diffs. For example, for an item with two diffs - color and size - if color is chosen as the aggregate, the sales and margin information would be displayed by parent item/color.

Report Actions

No actions are available from this report.

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• Department (one of mandatory filters) - Orders containing an item in the specified hierarchy will be shown.

• Buyer (one of mandatory filters) - Orders containing specified buyers will be shown.

• Class - Orders containing an item in the specified hierarchy will be shown.

• Subclass - Orders containing an item in the specified hierarchy will be shown.

• Supplier Site - Orders containing an item associated to specified values will be shown.

• Location - Orders containing the stores, warehouses or orders to a warehouse with linked to allocations containing the stores will be shown.

• Order Context - Orders containing the specified values will be shown.

• Brand - Orders containing items associated to the specified brands will be shown.

• Country of Origin - Orders containing items originating in the specified countries will be shown.

• Item - Orders containing specified items will be shown.

• Chain - Orders containing locations that are part of specified chains will be shown.

• Written Date - Orders matching specified written dates/date ranges will be shown.

Report Details

Table

Metric	Description
Order Number	Indicates the order number of an order with an issue that has a delivery window in the next 8 weeks.
Supplier Site Name	Indicates the name of the supplier site for the order.
Not Before Date	This shows the Not Before Date of the order.
Not After Date	This shows the Not After Date of the order.
Estimated Arrival Date	Indicates the estimated arrival date of the order based on a received ASN. If there is more than one ASN for an order, the non-received ASN with the earliest Estimated Arrival Date is considered.
Open to Buy Date	Indicates the OTB EOW date on the purchase order.
Shipment Issue	This column shows the type of issue associated with the order that caused it to be displayed in the report.

Gantt Chart

The Gantt chart plots the data from the table based on a calendar to show the expected delivery window of the order based on the Not Before and Not After date, along with Estimated Arrival and OTB EOW dates.

Report Actions

• Edit Order - Clicking on an order number or selecting Edit Order option from the Actions menu in the table launches Purchase Order screen in Merchandising in edit or view mode, based on user’s security privileges.

• Update Dates - This option opens a popup where dates for one or more selected orders can be updated.

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• Class - Orders containing an item in the specified hierarchy will be shown.

• Subclass - Orders containing an item in the specified hierarchy will be shown.

• Supplier Site - Orders containing an item associated to specified values will be shown.

• Location - Orders containing the stores, warehouses or orders to a warehouse with linked to allocations containing the stores will be shown.

• Order Context - Orders containing the specified values will be shown.

• Brand - Orders containing items associated to the specified brands will be shown.

• Origin Country - Orders containing items originated in the specified countries will be shown.

• Item - Orders containing specified items will be shown.

• Chain - Orders containing locations that are part of specified chains will be shown.

• Written Date - Orders with written date matching specified dates or date ranges will be shown.

Report Details

The report shows a table with a list of orders and their details.

Metric	Description
Order Number	Indicates the order number of an order that has been submitted for approval and meets the filter criteria entered.
Supplier Site Name	The name of the supplier site for the order.
Not Before Date	The not before date for the order.
Not After Date	The not after date for the order.
Total Cost	The total cost of the order in the order currency.
Total Retail	The total retail value of the order in the order currency.
Currency	Shows the order currency.
Created By	Shows the user ID of the user who created the order.
Comments	Shows the comments associated with the order, if any.
OTB EOW Date	The OTB EOW date for the order.

Report Actions

Metric	Description
Approve	Clicking on the Approve button or selecting the Approve action from the Actions menu approves the selected order. Buyers can also select multiple orders to approve. Buyers must have the Approve Purchase Orders privilege in order to approve orders from this report.
Worksheet	Selecting the Worksheet action from the Actions menu rejects the order. Buyers can also select multiple orders to reject back to worksheet status. When a single order is selected, then this action opens the Reject Order popup, which allows the buyer to enter comments about why the order is being rejected.

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• Supplier Site - Revisions for orders containing an item associated to specified values will be shown.

• Location - Revisions for orders containing the stores, warehouses or orders to a warehouse with linked to allocations containing the stores will be shown.

• Order Context - Revisions for orders containing the specified values will be shown.

• Brand - Revisions for orders containing items associated to the specified brands will be shown.

• Origin Country - Revisions for orders containing items originated in the specified countries will be shown.

• Item - Revisions for orders containing specified items will be shown.

• Chain - Revisions for orders containing locations that are part of specified chains will be shown.

• Written Date - Revisions for orders with written date matching specified dates or date ranges will be shown.

Report Details

The report shows a table with a list of orders and their details.

Metric	Description
Order Number	Indicates the order number of an order with revisions. This is a hyperlink and when clicked opens the Order Revisions screen for the particular order.
Supplier Site Name	The name of the supplier site for the order.
Revision Number	Indicates an incremental counter of the number of revisions for a particular order.
Revision Days – Not Before Date	Indicates the quantum of change proposed in the Not Before Date of the order.
Revision Days – Not After Date	Indicates the quantum of change proposed in the Not After Date of the order.
Revision Days – Pickup Date	Indicates the quantum of change proposed in the Pickup Date of the order.
Number of Items – On Order	Shows total number of items on order.
Number of Items – With Quantity Revision	Shows the count of items with proposed revision in quantity and are yet to be reviewed.
Number of Items – With Cost Revision	Shows the count of items with proposed revision in cost and are yet to be reviewed.
Total Revision - Quantity	Shows the sum of quantity change for revisions that are yet to be reviewed
Total Revision - Cost	Shows the sum of cost change for revisions that are yet to be reviewed.
Currency	Shows the currency of the cost
Not After Date	The current Not After Date on the order. This is an optional column.
Not Before Date	The current Not Before Date on the order. This is an optional column.
Pickup Date	The current Pickup Date on the order. This is an optional column.

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Metric Description Order Type Shows the type of order and which Open To Buy bucket will be updated. Valid values include: N/B - Non Basic ARB - Automatic Reorder of Basic BRB - Buyer Reorder of Basic.

Report Actions

Metric	Description
Accept	Clicking on the Accept button or selecting the Accept action from the Actions menu accepts the selected header and detail level order revision. Buyers can also select multiple order revisions to accept. Buyers must have the Accept Purchase Order Revisions privilege in order to accept order revisions from this report.
Reject	Clicking on the Reject button or selecting the Reject action from the Actions menu rejects the selected header and detail level order revision. Buyers can also select multiple order revisions to reject. Buyers must have the Reject Purchase Order Revisions privilege in order to accept order revisions from this report.

Configurations

There are no report option configurations associated with this report.

Data Steward Dashboard

This dashboard is intended to be used by a data steward, who is responsible to maintain data standards, accuracy and maintenance of foundation and item data.

Filter Criteria

This dashboard has following filters:

• Basic

  • Department*

  • Class

  • Subclass

  • Supplier Site

  • Country of Sourcing

  • Created Date

• Advanced

  • Location

  • Brand

  • Item Type

  • Item Level

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Although there are not any report level filters, the data steward can further filter the data in the table using the Query by Example feature on the table.

Metric	Description
Required Completion	Indicates the level of completeness for the item. For both the transaction and above transaction item level it is calculated as the sum of required attribute completion percentages / count of all required attributes * 100. If the value is calculated as less than 25%, this will show an empty Harvey ball. If it is greater than or equal to 25% but less than 50%, then the it will show a 25% Harvey ball. If it is greater than or equal to 50%, but less than 75%, it will show a 50% Harvey ball. If it is greater than 75%, but less than 100%, it will show a 75% Harvey ball.
Parent Item	Parent item ID of the item shown or a parent item that is deemed incomplete.
Item	ID of the item that is considered incomplete. If this is blank, then the row corresponds with a parent item.
Description	Shows the description of the item.
Status	Shows the status of the item - worksheet, submitted, and approved.
Department	Indicates the ID of the department, which the item in the report belongs to.
Department Name	Indicates the name of the department which the item in the report belongs to.
Class	Indicates the ID of the class to which the item in the report belongs.
Class Name	Indicates the name of the class to which the item in the report belongs.
Subclass	Indicates the ID of the subclass to which the item in the report belongs.
Subclass Name	Indicates the name of the subclass to which the item in the report belongs.
Created Date	Indicates the date on which the item in the report was created.
Create By	Indicates the ID of the user who created the item in the report.
Primary Supplier Site	Indicates the ID of the primary supplier site to which the item in the report belongs.
Primary Supplier Site Name	Indicates the name of the primary supplier site to which the item in the report belongs.
Primary Country	Indicates the primary country associated with the item in the report.
Unit Cost	Indicates the unit cost of the item for its primary supplier/country.
Selling Retail	Indicates the average selling retail of the item for locations in the base zone.
Supplier Currency	Indicates the supplier currency associated with the primary supplier site of the item or the supplier site selected in the dashboard filter in the report.
VPN	Indicates the VPN associated with the primary supplier site of the item or the supplier site selected in the dashboard filter in the report.
Pack	Indicates whether or not the item is a pack.

The completion for the following attributes can be tracked in this report:

Attribute	Description
Reference Items	Indicates whether items below transaction level (such as barcodes) have been created for the item.
VAT	Indicates if VAT has been set up for the item.
Simple Packs	Indicates whether any simple packs are set up for the item.

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Attribute	Description
UDAs	Indicates whether UDAs have been set up for the item1.
Locations	Indicates whether the item has been ranged to any location.
Seasons/Phases	Indicates if any season or phase has been defined for the item.
Replenishment	Indicates if the item has been set up on replenishment in at least one location.
Substitute Items	Indicates if any substitutes for purposes of replenishment have been set up for the item.
Dimensions	Indicates if the item has had dimensions defined for any supplier/country of origin combination.
Related Items	Indicates if any related items have been defined for the item. Related items can be defined as up-sell, cross-sell, or substitutes.
Tickets	Indicates if any ticketing attributes have been defined for the item.
HTS	For import items, indicates if the item has had Harmonized Tariff Schedules (HTS) set and approved.
Import Attributes	For import items, indicates if the item has had import attributes, such as the longer item description, tooling costs, or amortization basis defined.
Image	Indicates if at least one image has been designated for the item.

• 1 This indicator does not reflect whether required UDAs for the item have been added, only whether any UDAs have been added.

Report Actions

Clicking the Harvey ball icon showing the completion level of the attribute, contextually launches into the respective screen as specified below. The screens open in either edit or view mode, depending on user’s privileges.

Attribute	Contextual launch to
Dimensions	Item Supplier Country
HTS	Item HTS
Images	Item Images
Import Attributes	Item Import Attributes
Locations	Item Locations
Reference Items	Item Children or Item Children by Diff
Related Items	Related Items
Replenishment	Manage Replenishment Attributes
Seasons/Phases	Item Seasons
Simple Pack	Simple Pack Setup
Substitute Items	Substitute Items
Tickets	Item Tickets
UDAs	Item UDAs
VAT	VAT Item

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Users can also click on the item or item parent hyperlink to open the Item screen for access to all item attributes.

Clicking on the Mark Complete button allows users to select one or multiple items to be removed from the report when they no longer need to be tracked. For example, if a department contained a mix of import and domestic goods, the HTS attributes might be defined as required, but for those items where they don’t apply, once all other attributes for the item that are required have been defined, the item can be marked complete to remove from the report. Users must have the Maintain Items privilege to be able to select this option.

Configurations

The following values related to this report can be configured in the Report Options screen in Merchandising. Also, for each of the system level configurations for this report, department level exception can be specified.

• Past Item Creation - Number of days post creation of items after which the item appears in this report.

• Item Attributes - all the item attributes can be defined as required, optional, or not applicable. It is recommended that the superset of attributes to be used across all departments is set as either required or optional at the system level and then exceptions at the department level are used to drive the completion calculation.

Note:

The columns that are not applicable can also be hidden by each data steward, so that only the critical columns are displayed. This can be done by selecting options in the View menu for the table.

Inactive Items Report

This report is intended to provide visibility to items that may be candidate for deletion due to inactivity. Items are displayed in this report based on their creation occurring more than a configurable number of days ago and also meeting all of the following:

• Have not already been flagged for delete or were flagged for delete but have errors preventing it from being deleted

• Have no stock on hand at any location

• Do not exist on any order or allocation

• Have not had any receipts or sales for a configurable number of days

The report also provides visibility to item/locations that were previously flagged for delete, but could not be deleted due to a conflict. Items in worksheet, submitted, or approved status can appear in this report. The report can also contain parent items, if all the transaction level items for the parent meet these criteria.

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Attribute	Description
Item	Displays the item ID of the item, which is a hyperlink to access the Item screen in edit or view mode based on user privilege.
Item Description	Displays the description of the item.
Department	Displays the ID of the department which the item belongs to.
Class	Displays the ID of the class which the item belongs to.
Subclass	Displays the ID of the subclass which the item belongs to.
Status	Display the current item status.
Created Date	Displays the date on which the item was created.
Location Count	Displays the count of the locations the item is ranged to.
Last Updated Date	Displays the date when the item was last updated.
Delete Errors Exist	If an item was previously attempted to be deleted, but could not be, then a conflict icon will be displayed here. Clicking on the icon will open up the View Errors pop up, displaying the errors that are associated with the item1.
Brand	Displays the brand name associated with the item.
Season	Displays the item season.
Parent Item	Displays the parent item ID of the inactive item; if applicable.
Parent Item Description	Displays the description of the parent item.

• 1 These are the same errors that are shown in the Daily Purge Error report.

Report Actions

Following actions can be taken from the report:

Delete

The data steward can select one or more items to be deleted with this action. This will change the status of the item to Delete Pending. If the item has any transaction level child items associated, they can also optionally be marked for deletion. Once marked delete, the item will be removed from the report and not re-picked for display in the report unless the delete process encounters errors.

Defer Deletion

Clicking on the Defer Deletion action button or selecting Defer Deletion from the Actions menu will hide the selected item from the report view until a designated date. Clicking this option will display a popup that allows the data steward to enter the date for the deferral. This option may be used if there is any blocking issue for delete that will take time to resolve, and the data steward doesn’t have to continue to review it each day. Once the deferral date is reached, the item will appear again in the report, if it hasn’t yet been successfully deleted.

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• Transaction Level - Items with the specified transaction levels will be shown.

• UDA/Value - Items associated with specified UDAs will be shown.

• Brand - Items associated to the specified brands will be shown.

• Season - Items associated to the specified seasons will be shown.

Report Details

The report is comprised of a stacked bar chart and a linked table that displays the item/locations that meet the dashboard query criteria and conditions mentioned in previous section.

The stacked chart depicts the count of inactive item/locations by relative aging, stacked by item/location status. The vertical axis represents the item/location count and the horizontal axis represents the number of months since which the items were created. Then, the previous four months are shown, with the final bar being anything six months older or more than this configuration.

Clicking on the bar or any of the segments on the bar filters the table based on the selection. The table by default shows the details of all inactive item/locations based on the user query.

The following details are present in the table:

Attribute	Description
Item	Displays the item ID of the item, which is a hyperlink to access the Item screen in edit or view mode based on user privilege.
Item Description	Displays the description of the item.
Location	Displays the location ID.
Location Name	Displays the location name.
Status	Display the item/location status.
Created Date	Displays the date on which the item/location was created.
Last Updated Date	Displays the date when the item/location was last updated.
Delete Errors Exist	If an item/location was previously attempted to be deleted, but could not be, then a conflict icon will be displayed here. Clicking on the icon will open up the View Errors pop up, displaying the errors that are associated with the item/location1.
Parent Item	Displays the parent item ID of the item, if applicable.
Parent Item Description	Displays the description of the parent item.
Brand	Displays the brand name associated with the item.
Season	Displays the item season.
Department	Displays the ID of the department which the item belongs to.
Class	Displays the ID of the class which the item belongs to.
Subclass	Displays the ID of the subclass which the item belongs to.

• 1 These are the same errors that are shown in the Daily Purge Error report.

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Tile Color

Rule

Yellow At least one item/location in the report has a WAC variance greater than or equal to the Max Variance % or the number of item/locations in the report is greater than or equal to the Variance Count and No item has a negative WAC. Red At least one item/location has a negative WAC or At least one item/location has a WAC variance greater than or equal to the Max Variance % and the number of item/locations in the report is greater than or equal to the Variance Count.

Bubble Chart

Each bubble represents an item/location combination with a WAC to unit cost variance greater than or equal to the Value Tolerance Percent report system option. The x-axis of the chart shows average cost and y-axis is the variance %. The size of the bubble is relative to the absolute inventory value of the item at the location (owned inventory * WAC). In the case of a negative inventory value, the bubble color is orange, otherwise blue. The color of the bubble is red for item/locations with negative WAC. All monetary values shown in the chart are in primary currency.

There are two report level filters that can be used to further limit the information shown in the bubble chart. The Variance % slider shows the maximum and minimum variance percent present in the chart as extremes. By moving the slider, the finance analyst can narrow this range. The Inventory Value slider, similarly allows the finance analyst the ability to narrow the range of data shown in the bubble chart based on inventory valuation.

Clicking the bubble shows the details about the item/location in the display pane on the right.

Item Location Details

This section of the report, shown to the right of the bubble chart, represents details about the particular item location in the chart which is selected by the finance analyst. When the report loads, by default it shows the details of item/location with highest inventory value, however, if negative values exist then it shows the item/location with highest negative inventory value.

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Display Description Inventory (Value) Shows the cost value of the inventory at the location. Calculated as (stock on hand + pack comp SOH + in transit + pack comp in transit) * current average cost. Chain Average Shows a calculated average cost for all stores in the chain of the location in the report. This is intended to show the finance analyst if this particular location is out of tolerance with other locations in the chain to help in understanding the scope of the variance. Sourcing Warehouse Shows the name and ID of the sourcing warehouse attached with the and average cost item/location and its average cost. If sourcing warehouse is not set then the default warehouse of the store or warehouse is considered. This is included to help the finance analyst better understand if the variance perhaps was a result of incoming stock orders into the location from its sourcing warehouse. Location Count The report notes how many other locations for this item also have a WAC variance. This is shown in text at the bottom of the report as, “This item has x Locations with WAC Variance.” The “x Locations” portion is a hyperlink, which is described below in Report Actions. Item Count The report notes how many other items for this location also have a WAC variance. This is shown in text at the bottom of the report as, “This location has x Items with WAC Variance.” The “x Items” portion is a hyperlink, which is described below in Report Actions.

Report Actions

• X Locations hyperlink - clicking on the number of locations with WAC variance in the side panel opens the Item by Locations popup, which shows all the locations where that item has a WAC variance outside tolerance or with a negative value, including the location already shown in the display pane. The locations returned in the popup are not affected by report level filters.

In the popup, the finance analyst can take the following actions:

• Click on the View iconic button in the table toolbar or select View from the Action menu to open the Transaction Data screen in context for the selected row and see data for the last 7 days, by default.

• Click on the Update Average Cost button, which opens the Average Cost Adjustment screen for the item/location highlighted in the table to adjust WAC. This link is not available when the location is an external finisher.

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|Gapri
(2010|3|2)| |---| |atManhattan (1117)| |Calculated
1.616| |Posted| |Budgeted
55.157| |Variance
-96.704| |HTD GAFS Retail
550| |HTD GAFS Gast
540| |Closing Stock Retail
2000| |Closing Stock Cost
500| |Gurrency
USD| |This Subclass has ? locations with CMO variance| |This Location has 2 Subclasses with CMO variance| |View Stock Ledger| |UpdateBudget|

Display Description Department, Class, Shows the ID of the department, class and subclass to which the item Subclass, Subclass belongs to along with subclass name. Name Location ID and Name Shows the ID and Name of the selected location with a variance. Calculated Shows the calculated cumulative mark-on % value, determined as ((HTD GAFS¹ at Retail - HTD GAFS at Cost)/HTD GAFS at retail) * 100. Posted Shows the cumulative mark-on % value posted for the month for the subclass/location. Budgeted Shows the budgeted Markup % of Retail for the department for the month. Variance Shows the variance between Calculated and Budgeted percentages. HTDS GAFS Retail Shows half to date goods available for sale value at retail of the displayed month for subclass/location. HTDS GAFS Cost Shows Half to date goods available for sale value at cost of the displayed month for subclass/location. Closing Stock Retail Shows closing stock value at retail of the displayed month for subclass/ location. Closing Stock Cost Shows closing stock value at cost of the displayed month for subclass/ location. Currency Shows currency of the location from the side panel. Location Count The report notes how many other locations for this item also have a CMO variance. This is shown in text at the bottom of the report as, “This item has x Locations with CMO Variance.” The “x Locations” portion is a hyperlink, which is described below in Report Actions. Item Count The report notes how many other items for this location also have a CMO variance. This is shown in text at the bottom of the report as, “This location has x Items with CMO Variance.” The “x Items” portion is a hyperlink, which is described below in Report Actions.

• 1 Half to Date Goods Available for Sale

Report Actions

• X Locations hyperlink - clicking this link opens the Subclass by Locations popup. This shows all the locations where the subclass has a CMO variance outside tolerance or with a negative value, including the location already shown in the display pane. The locations returned in the popup are not affected by report level filters.

In the popup, the finance analyst can take the following actions:

• Click the location hyperlink, the view iconic button in the table toolbar or select View from the Action menu to open the Stock Ledger screen in context for the selected row to research the potential cause for the discrepancy.

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Column Description Department Name Displays department name. Class Displays class ID in the department where the variance exists for the location. Class Name Displays class name. Subclass Displays subclass ID in the department/class where the variance exists for the location of the stock count. Subclass Name Displays subclass name. Count Date Displays date that the count was scheduled to occur. Actual Value The physical count quantity * either the snapshot cost or retail, depending on if the department is cost or retail based. Snapshot Value The snapshot stock on hand * either the snapshot cost or retail, depending on if the department is cost or retail based.

Total Variance % Displays the variance between actual value and snapshot value of the stock count by subclass/location. It is calculated as:

[Actual Value - Snapshot Value] / Snapshot Value * 100

Unit Variance (Over) % Displays the variance percentage for items in the subclass/location that were over in the unit portion of the count (count quantity < snapshot quantity), calculated as:

(Count Quantity - Snapshot Quantity) /Total Snapshot Quantity * 100 for those items

This is included to help the finance analyst understand the value variance on the count.

Unit Variance (Short) % Displays the variance percentage for items in the subclass/location that were short in the unit portion of the count (count quantity > snapshot quantity), calculated as:

(Count Quantity - Snapshot Quantity) /Total Snapshot Quantity * 100 for those items

This is included to help the finance analyst understand the value variance on the count.

Total Unit Variance % Displays the variance percentage for all items in the subclass/location with a variance, calculated as:

(Absolute value of (Count Quantity - Snapshot Quantity)) /Total Snapshot Quantity * 100

Variance % Graph This in-line bi-directional bar graph displays the total variance % for a subclass/location in the report. Clicking on the bar chart will display a pop up containing:

• Stock Count Description

• Snapshot Value (Retail/ Cost)

• Actual Value (Retail/ Cost)

Report Actions

Action Description Edit / View Value The label for this action reads Edit Value Variance or View Value Variance Variance based on the finance analyst’s privileges. This action opens the Value Variance and Adjustments screen in edit or view mode respectively for the stock count selected.

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Column	Description
Subclass	Displays subclass ID.
Subclass Name	Displays subclass name.
Budgeted Shrinkage	Shows the budgeted shrinkage value applicable to the subclass. It is calculated using the budgeted shrinkage percent for a financial half multiplied by sales at retail or at cost for the previously closed month, depending on whether the retail or cost accounting method is used.
Budgeted Shrinkage Rate	Shows the budgeted shrinkage rate applicable to the subclass.
Actual Shrinkage	Shows the actual shrinkage value applicable to the subclass. It is obtained from the shrinkage retail or cost value for the previously closed month, depending on whether the retail or cost accounting method is used.
Actual Shrinkage Rate	Shows the actual shrinkage rate calculated for the subclass. It is calculated by dividing actual shrinkage by net sales.
Total Sales	Shows the total sales for the subclass/location. It can be shown at cost or retail depending on whether the retail or cost accounting method is used.
Variance %	Shows the variance between the actual and budgeted shrinkage.
Unit and Value Count	This indicates whether a count was processed in the current month, which may indicate a higher than expected shrink or indicate that the budgeted shrink rate was reset.
Currency	Displays the local currency for the region, district and location levels.

Report Actions

Clicking on View Stock Ledger button will open Stock Ledger screen in context for impacted subclass/locations for research.

Configurations

The following values related to this report can be configured in the Report Options screen in Merchandising:

• Variance Tolerance % - variance tolerance exceeding which subclass/locations are shown in this report.

• Variance Count - count of subclass/locations that impacts tile color.

• Maximum Variance % - maximum variance level that impacts tile color.

Late Posted Transactions Report

This report provides visibility for the finance analyst of transactions that were intended to have been posted in the previous month but instead got posted to the current month and by location. The table allows the user to drill down to see data at the lower levels of hierarchy through store or warehouse level. The transaction Data screen can be launched in context from the report for further investigation.

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Tile Color	Rule
Yellow	The count of late transactions is equal to or greater than Transaction Count Threshold or
	The count of locations with late posted transactions is equal to or greater than Location Count Threshold defined in the report system options.
Red	The count of late transactions is equal to or greater than Transaction Count Threshold and
	The count of locations with late posted transactions is equal to or greater than Location Count Threshold defined in the report system options.

Bar Chart

The stacked bar chart shows the count of late posted transactions stacked by transaction type. Clicking on a bar segment refreshes the side table to show further information related to a location group. The Y axis of the chart has the organizational hierarchy node’s name (e.g. region name). It can be configured to show region, district, or location. It also shows physical warehouses that have late posted transactions and do not have their reporting level as Region or District. The X axis has the count of transactions by type.

Table

The side panel shows details of late transactions aggregated at the configured organization hierarchy level in a tree table format. Depending on bar segment clicked in the bar chart, the table displays for that particular transaction type, location, and subclass. The default view displays the details of the organization hierarchy with the highest count from the first row.

Column	Description
Location	Represents the ID for the organizational hierarchy. This column is enabled for drilling down to details of lower organizational levels. When the organization hierarchy level is store or virtual warehouse, this is a hyperlink to open Transaction Data screen.
Location Name	Displays the name of the organizational hierarchy.
Department	Displays the department ID which the subclass which has late posted transaction belongs to.
Department Name	Displays the department name.
Class	Displays the class ID which the subclass which has late posted transaction belongs to.
Class Name	Displays the class name.
Subclass	Displays the subclass ID which has late posted transaction.
Subclass Name	Displays the subclass name.
Transaction	Shows the description of transaction types for the late transactions.
Tran Code	Displays the Merchandising transaction code for the late posted transaction.
Count	Shows the count of late transactions for a particular transaction type for the location/subclass.
Total Cost	Shows the total cost of late transactions associated to a transaction type belonging to a particular location / subclass. For rows showing values at a higher level than that of store/virtual warehouse, this value is converted to the currency of that particular level of hierarchy.

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Column Description Total Retail Shows the total retail of late transactions associated to a transaction type belonging to a particular location / subclass. For rows showing values at a higher level than that of store/virtual warehouse, this value is converted to the currency of that particular level of hierarchy. Currency Displays the currency of the respective region, district and location.

Report Actions

View Transaction Data - clicking on the store or warehouse level hyperlink, clicking on the View iconic button, or selecting View Transaction Data from the Actions menu allows the finance analyst to open the Transaction Data screen in context of the selected subclass/location for the current month.

Configurations

The following values related to this report can be configured in the Report Options screen in Merchandising:

• Transaction Count Threshold - Count of late transactions per location that impacts tile color.

• Location Count Threshold - Count of locations with late posted transactions that impacts tile color.

• Organizational Hierarchy Display Level - defines the organization hierarchy for late posted transaction display. Possible values are region, area or store.

Inventory Analyst Dashboard

This dashboard is intended for the users in the Inventory Analyst role, which is focused on managing inventory levels in a retail organization. The reports in this dashboard assist the inventory analyst in monitoring stock variance to plan for the assigned merchandise hierarchies, creating adjustments to open orders or replenishment settings and resolving purchase order issues which may prevent timely shipping or receiving.

Filter Criteria

This dashboard has the following filters:

• Basic

  • Department*

  • Store Grade/Area** - a report system option, Filter Location Type, determines whether store grade or area are displayed as a criterion

  • Store**

  • Supplier Site

• Advanced

  • Class

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Table

The table has the following information available for each of the orders that are past the not after date:

Column	Description
Order No	Shows the order number of an order that has the issue indicated on the tile selected and meets the filter criteria entered. This is also a hyperlink that allows you to open the purchase order to edit or view the details, depending on privileges.
Supplier Site and Name	Shows the ID and name for the supplier for the order.
Status	Shows the current status of the order.
Not Before Date	Shows the not before date for the order.
Not After Date	Shows the not after date for the order.
OTB EOW Date	Shows the OTB end of week date for the order.
Total Units	This displays the total units on order.
Multiple UOM	This indicates if the order contains items with multiple UOMs.
Total Cost	Shows the total cost of the order in the order currency.
Total Retail	Shows the total retail value of the order in the order currency.
Currency	Shows the order currency.
Received %	Shows the percent of units that have been received on the order.
Import	Indicates whether or not the order is an import order.
Master Order No	Shows the master order number associated with the order, if applicable.
Outstanding Units	Displays the total outstanding units on the order.
Outstanding Cost	Shows the outstanding cost of the order.
Outstanding Retail	Shows the outstanding retail of the order.
Order Context and Description	This displays the order context type and description.
Department and Name	This displays the department ID and name, if a department level order.
Comments	Shows order comments, if any.
Last Updated By	This displays the ID of the user who last updated the order.
Last Updated Date	This displays the timestamp of last update to the order.

Report Actions

Actions	Description
Cancel Order	This option allows the inventory analyst to cancel one or more orders in the table. Selecting this option will result in a popup being displayed, where the user can select the cancel reason and, if a single order is selected, enter comments.
Update Dates	This option allows the inventory analyst to update the Not Before, Not After, and OTB EOW dates for the selected orders.
Edit/View Order	This option in the Actions menu, or by clicking on the order number hyperlink, takes the inventory analyst in-context to the Order screen for the order displayed, in either edit or view mode depending on privileges.

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Column Description Status Shows the current status of the order. Not Before Date Shows the not before date for the order. Not After Date Shows the not after date for the order. OTB EOW Date Shows the OTB end of week date for the order. Total Units This displays the total units on order. Multiple UOM This indicates if the order contains items with multiple UOMs. Total Cost Shows the total cost of the order in the order currency. Total Retail Shows the total retail value of the order in the order currency. Currency Shows the order currency. Received % Shows the percent of units that have been received on the order. Import Indicates whether or not the order is an import order. Master Order No Shows the master order number associated with the order, if applicable. Outstanding Units Displays the total outstanding units on the order. Outstanding Cost Shows the outstanding cost of the order. Outstanding Retail Shows the outstanding retail of the order. Order Context and This displays the order context type and description. Description Department and This displays the department ID and name, if a department level order. Name Comments Shows order comments, if any. Last Updated By This displays the ID of the user who last updated the order. Last Updated Date This displays the timestamp of last update to the order.

Report Actions

Action	Description
Cancel Order	This option allows the inventory analyst to cancel one or more orders in the table. Selecting this option will result in a popup being displayed, where the user can select the cancel reason and, if a single order is selected, enter comments.
Update Dates	This option allows the inventory analyst to update the Not Before, Not After, and OTB EOW dates for the selected orders.
Edit/View Order	This option in the Actions menu, or clicking on the order number hyperlink, takes the inventory analyst in-context to the Order screen for the order displayed, in either edit or view mode depending on privileges.
Edit/View Order Details	This option in the Actions menu takes the inventory analyst in-context to the Order Details screen for the order displayed, in either edit or view mode depending on privileges.
Update Comments	This is an option, this allows the inventory analyst to add to the comments that exist for the selected order.

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Column Description Total Units This displays the total units on order. Multiple UOM This indicates if the order contains items with multiple UOMs. Total Cost Shows the total cost of the order in the order currency. Total Retail Shows the total retail value of the order in the order currency. Currency Shows the order currency. Received % Shows the percent of units that have been received on the order. Import Indicates whether or not the order is an import order. Master Order No Shows the master order number associated with the order, if applicable. Outstanding Units Displays the total outstanding units on the order. Outstanding Cost Shows the outstanding cost of the order. Outstanding Retail Shows the outstanding retail of the order. Order Context and This displays the order context type and description. Description Department and This displays the department ID and name, if a department level order. Name Comments Shows order comments, if any. Last Updated By This displays the ID of the user who last updated the order. Last Updated Date This displays the timestamp of last update to the order.

Report Actions

Action	Description
Delete Order	This will allow one or more orders to be deleted
Approve Order	This allows one or more orders to be approved.
Update Dates	This option allows the inventory analyst to update the Not Before, Not After, and OTB EOW dates for the selected orders.
Edit/View Order	This option in the Actions menu, or by clicking on the order number hyperlink, takes the inventory analyst in-context to the Order screen for the order displayed, in either edit or view mode depending on privileges.
Edit/View Order Details	This option in the Actions menu takes the inventory analyst in-context to the Order Details screen for the order displayed, in either edit or view mode depending on privileges.
Update Comments	This allows the inventory analyst to add to the comments that exist for the selected order.

Once Approved Orders

This report displays a count of orders that have were once approved, but are now in a worksheet or submitted status, and need to be approved within seven days from the current date in order to ensure that they can be received by their order dates. It consists of a clickable tile and the Order Details table, displayed when you click on the tile.

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Column Description Master Order No Shows the master order number associated with the order, if applicable. Outstanding Units Displays the total outstanding units on the order. Outstanding Cost Shows the outstanding cost of the order. Outstanding Retail Shows the outstanding retail of the order. Order Context and This displays the order context type and description. Description Department and This displays the department ID and name, if a department level order. Name Comments Shows order comments, if any. Last Updated By This displays the ID of the user who last updated the order. Last Updated Date This displays the timestamp of last update to the order.

Report Actions

Action	Description
Cancel Order	This will allow one or more orders to be deleted
Approve Order	This allows one or more orders to be approved.
Update Dates	This option allows the inventory analyst to update the Not Before, Not After, and OTB EOW dates for the selected orders.
Edit/View Order	This option in the Actions menu, or by clicking on the order number hyperlink, takes the inventory analyst in-context to the Order screen for the order displayed, in either edit or view mode depending on privileges.
Edit/View Order Details	This option in the Actions menu takes the inventory analyst in-context to the Order Details screen for the order displayed, in either edit or view mode depending on privileges.
Update Comments	This allows the inventory analyst to add to the comments that exist for the selected order.

Missing Order Data

This report provides the inventory analyst with a count of approved or previously approved orders that are due to arrive in the next 4 weeks, and are missing one of the following:

• Lading Port (for import orders only)

• Discharge Port (for import orders only)

• Factory

The report tile also includes a bar chart that shows the spread of these orders across each of the next 4 weeks, based on the not before date.

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Column Description Outstanding Cost Shows the outstanding cost of the order. Outstanding Retail Shows the outstanding retail of the order. Order Context This displays the order context type. Order Context This displays the order context description. Description Department This displays the department ID in case of department level orders. Department Name This displays the department name in case of department level orders. Comments Shows order comments, if any. Last Updated By This displays the ID of the user who last updated the order. Last Updated Date This displays the timestamp of last update to the order. Error Details Describes the error that caused the order to appear in the report. Order data monitored are: • Lading Port (import order only) • Discharge Port (import order only) • Factory

Report Actions

Action	Description
Edit/View Order	This option in the Actions menu, or by clicking on the order number hyperlink, takes the inventory analyst in-context to the Order screen for the order displayed, in either edit or view mode depending on privileges.
Edit/View Order Details	This option in the Actions menu takes the inventory analyst in-context to the Order Details screen for the order displayed, in either edit or view mode depending on privileges.

Missing Item Data

This report provides the inventory analyst a count of approved or previously approved orders that are due to arrive in the next 4 weeks, but are missing any the following for one or more of the items on the order:

• HTS classification missing or not approved (for import orders only)

• Reference item (bar code) not defined or not associated with the order

• Zero or negative margin

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Report Details

Metric	Description
Item	Shows the ID of an item with negative inventory at the location.
Description	Shows the item description.
Location	Shows the location ID where the item has negative inventory. If Store Grade is specified in the filter criteria then the report shows the stores that are part of the store grade group plus, all virtual warehouses and internal finishers which match the negative inventory criteria. In case of Area, only stores and warehouses (virtual warehouses as well as internal finishers) that are part of the Area hierarchy appear on the report.
Location Name	Shows the location name.
Location Type	Shows the location type. Valid values are store or warehouse.
Stock On Hand	Summary of the stock on hand for the item/location, including on hand that is part of a pack (for warehouse locations only).
In Progress Shipments - Orders	Number of units present in incoming deliveries against open orders for the item/location.
In Progress Shipments - Transfers	Number of units present in incoming transfers for the item/location.
In Progress Shipments - Allocations	Number of units present in inbound allocations for the item/location.
Standard UOM	Shows the standard UOM of the item.

Report Actions

Selecting the View Transaction Detail option in the Action menu or clicking on the item hyperlink opens the Transaction Data screen where the inventory analyst can view transactions linked with the selected item/location to investigate how the negative inventory situation may have occurred.

Configurations

The following values related to this report can be configured in the Report Options screen:

• Quantity Threshold - Only the item/locations with inventory values less than this number of units (from zero) are shown in this report. Exceptions to the system defined value can also be defined by department.

Inventory Variance to Forecast Report

This report is used by an Inventory Analyst to provide a weekly review of their business by highlighting items that have a significant inventory variance to forecasted sales over the next four weeks. It contains related reports that are used to provide more context and assist in decision making, as well as a number of actions that can be taken from the dashboard to resolve issues. Only forecasted, inventoried items will appear in this report.

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Tile Color	Rule
Yellow	One or more transfers are more than 7 days + Past Creation Date Days from the create date or The number of transfers shown in the report is greater than the Stock Order Critical Count report option.
Red	One or more transfers are more than 7 days + Past Creation Date Days from the create date and
	The number of transfers shown in the report is greater than the Stock Order Critical Count report option.

Table

The details of the transfers needing the inventory control analyst’s attention are shown in the table when the tile for this report is clicked. The details include the following:

Column	Description
Transfer	The transfer number of a transfer that needs to be approved is a hyperlink that, when clicked opens the Transfer screen in edit/view mode based on user privileges.
Type	This shows the transfer type.
From Location Type	This shows the source location type for the transfer - Store or Warehouse.
From Location	This shows the source location on the transfer.
From Location Name	This shows the source location’s name.
To Location Type	This shows the destination location type for the transfer.
To Location	This shows the destination location on the transfer - Store or Warehouse.
To Location Name	This shows the destination location’s name.
Created Date	This shows the date on which the transfer was created.
Delivery Date	This shows the planned delivery date on the transfer.
Transfer Cost	This shows the total transfer cost for the transfer based on the source location’s cost and shown in the source location’s currency.
Transfer Retail	This shows the total transfer retail for the transfer based on the source location’s retail. For intercompany transfers, the transfer price is used for this calculation. It is shown in the source location’s currency.
Currency	This shows from location currency.
Intercompany	Indicates if the transfer is intercompany, which may be the case even if the transfer type is not Intercompany.
Finisher	This shows the finisher ID on the transfer, if applicable.
Finisher Name	This shows the finisher name, if applicable.

Report Actions

Action	Description
Approve Transfer	Clicking on the Approve button or selecting the Approve action from the Actions menu approves the selected transfers. One or more transfers can be
	selected for approval at a time.

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ORACLE:

Tile Color Rule Yellow All the RTVs shown in this report have passed the date they should have shipped + the Past Expected Receipt Date days or The number of RTVs exceed the Stock Order Critical Count. Red All the RTVs shown in this report have passed the date they should have shipped + the Past Expected Receipt Date days and The number of RTVs exceed the Stock Order Critical Count.

Table

The details of the RTVs needing the inventory control analyst’s attention are shown in the table when the tile for this report is clicked. The details include the following:

Column	Description
RTV	This shows the RTV number, which is a hyperlink that, when clicked, opens RTV screen in edit/view mode based on user privileges.
From Location	This shows the from location on the RTV.
From Location Type	This shows the from location type - Warehouse or Store.
From Location Name	This shows the from location name.
Supplier Site	This shows the supplier site ID that is on the RTV.
Supplier Site Name	This shows the supplier site name.
Created Date	This shows the date on which RTV was created.
Not After Date	This shows the not after date for the RTV.
RTV Quantity	This shows the sum of quantity of items which are present in the RTV.
Multiple UOM	Indicates whether the RTV quantity represents a mix of units of measure.

Report Actions

• Cancel RTV - This action allows the user to update the status of the selected RTV orders to Cancelled.

• View RTV - This action, or the hyperlink on RTV, launches into the RTV screen in edit mode provided the user has the Maintain RTV privileges otherwise, the user will have view mode capability.

Configurations

The following values related to this report can be configured in the Report Options screen:

• Past Expected Receipt Date - Number of days past the expected shipment date for the RTV that results in the RTV appearing in the report.

• Stock Order Critical Count - For tiles, users can configure the threshold number of RTV shown in the report past which the tile turns critical.

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Column	Description
% Received	Percentage of the stock order that has been received. Calculated as (receipt quantity/stock order quantity) * 100
Quantity to be Reconciled	Difference between shipped quantity and received quantity.
Stock Order Quantity	Total quantity transferred or allocated for the stock order.
Shipped Quantity	Total quantity shipped on the stock order.
Received Quantity	Total quantity received on the stock order.
Cancelled Quantity	Total quantity that has been cancelled on the stock order.
Shipment Status	Status of the shipment.
Shipped Date	The date shipment was shipped
Days Since Shipment	The number of days since the shipment date

Report Actions

• View BOL Shipments - Selecting this option in the Action menu, or clicking on the Shipment ID hyperlink, opens the Shipment search screen in-context with the search auto-executed for a particular shipment and allows the inventory control analyst to access to shipments linked to the stock order. The action is enabled only when a single row is selected in the table.

• Reconcile Stock Order - Clicking this option in the Actions menu, or clicking the Stock ID hyperlink, launches the Stock Order Reconciliation screen with search auto-executed for that particular stock order to manually reconcile mismatches between the quantity shipped and the quantity received for the selected transfer or allocation. This action is enabled only when a single row is selected in the table.

• Reconcile Shipment - Clicking the Reconcile button on the toolbar or selecting this option in the Actions menu will open the ‘Reconcile Shipment’ popup where, in the Adjustment Type field, you can select the Adjustment Type (Freight Claim, Forced Receipt, Receiving Location or Shipping Location). Clicking the OK button on this popup will reconcile selected rows with the specified adjustment type.

Configurations

The following values related to this report can be configured in the Report Options screen:

• Past Receipt Date - Number of days past the receipt date that the stock order shipments are considered for inclusion in this report.

• Stock Order Critical Count - For tiles, users can configure the threshold number of stock orders shown in the report past which the tile turns critical.

Stock Counts Missing Report

This report is used by the corporate inventory control analyst for visibility to stock count locations from which physical counts have not been received Past Count Date Days after the count date for both Unit and Unit and Value type counts.

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Table

The details about the counts that are missing are displayed in the table, including these data points:

Column	Description
Stock Count	Stock Count ID; hyperlinked to access the Stock Count Request Screen in edit or view mode based on user privileges.
Stock Count Description	Description of the stock count.
Location	ID of location that has missed reporting the count.
Location Type	Type of location - Store or Warehouse.
Location Name	Name of location.
Count Date	Date the count occurred.

Report Actions

• View Stock Count Request - selecting this option from the Action menu by clicking the stock count hyperlink will open the Stock Count Request screen for the selected count in view or edit mode. This action is enabled only when a single row is selected in the table.

• Delete - clicking the Delete iconic button or selecting Delete from the Actions menu allows the inventory control analyst to delete the location from the count. This may be chosen if it is determined that the count location’s results are unusable or the count didn’t occur. It is enabled when either single or multiple rows are selected in the table. Exercising this action deletes the selected locations from the stock counts.

Configurations

The following values related to this report can be configured in the Report Options screen:

• Stock Count Location Exception Count - Defines the number of locations missing above which the tile should be accorded criticality.

• Past Count Date Days - Represents the number of days after the stock count date post which the count should be reported as missing if no physical count data is available.

Stock Count Unit Variance Report

This report is used by the corporate inventory control analyst to have visibility into Unit and Unit & Value stock counts that have a unit variance that is greater than a system defined tolerance. The number of stock counts with exceeding variances will be displayed on the report tile. The color will be set to green, yellow or red reflecting different levels of criticality based on the number of stock counts exceeding the tolerance and the existence of counts with variances are unresolved for more than a week after the count date. Clicking on the tile will display the details of these stock counts in a tabular format. The table menu provides the Inventory Controller options to view the unit variances and to accept or update the count results.

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Tile Color Rule Red Any of the stock count/locations in the report occurred more than 7 days ago and The count of stock count/locations in the report exceeds the Stock Count Location Exception Count configuration.

Table

The details of the stock counts with variances are displayed in a table with an attached bar chart when the tile is clicked and shows the following information:

Column Description Stock Count Stock count ID Stock Count Description Stock count description Location ID of the location that reported the variance. Location Name Name of the location Location Type Type of location - Store or Warehouse Count Type Type of count - Unit or Unit & Value Count Date Date the count occurred Over Variance % Displays the variance percentage for items in the location that were over in the unit portion of the count (count quantity < snapshot quantity), calculated as: (Count Quantity - Snapshot Quantity) /Total Snapshot Quantity * 100 for those items Short Variance % Displays the variance percentage for items in the location that were short in the unit portion of the count (count quantity < snapshot quantity), calculated as: (Count Quantity - Snapshot Quantity) /Total Snapshot Quantity * 100 for those items Total Variance % Displays the variance percentage for all items in the location with a variance, calculated as: (Absolute value of (Count Quantity - Snapshot Quantity)) /Total Snapshot Quantity * 100 Variance % Graph Inline bi-directional bar graph indicating over variance and short variances. Clicking on the graph displays a pop up with the following: • Stock count description • Snapshot on hand • Count quantity • Snapshot in transit

Report Actions

Action	Description
Accept Results	This action allows the inventory control analyst to accept the unit portion of the count results. The action is enabled for both single and multi-row selection.

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Column	Description
Department Name	Department name
Class	ID of the class to which the item belongs to
Class Name	Class Name
Subclass	ID of the subclass to which the item belongs to
Subclass Name	Subclass Name

Report Actions

Action	Description
Update Status	This action allows users to update the status and/or the Ranged indicator for one or more item/locations selected in the table. Selecting this option opens a popup where the updates can be made.
View Item Inventory	This action launches the Item Inventory by Location screen with the item/location from the selected row in the table.
View Transaction Data	This action launches the Transaction Data screen that shows last 7 days worth of transactions for the item/location from the selected row, by default.
Create Transfer	This action allows the inventory control analyst to create a transfer for one or more selected rows in the report with the same location and that location is not a finisher. Selecting this option opens a Create Transfer popup with the location defaulted as the From Location. After the destination location is added in the popup, the transfer will be created defaulting the items with their unexpected inventory quantities.
Create RTV	This action allows the inventory control analyst to create an RTV for one or more selected records in the table with the same location and that location is not a finisher. This opens a Create Return to Vendor popup with the location defaulted. After the supplier and other details have been added in the popup, the RTV will be created defaulting the items with their unexpected inventory quantities.

Configurations

The following values related to this report can be configured in the Report Options screen:

• Quantity Threshold - Only the item/locations with inventory values higher than this number of units (from zero) are shown in this report.

• Warning Count - A configurable count of locations with unexpected inventory. Higher number in the report would result in related tile turning intermediate critical (yellow) in the dashboard.

• Critical Count - A configurable count of locations with unexpected inventory. Higher number in the report would result in related tile turning critical (red) in the dashboard.

• Include Deleted - Indicates whether item/locations in deleted status with a ranged indicator of Y should be included in this report if they have inventory.

• Include Discontinued - Indicates whether item/locations in discontinued status with a ranged indicator of Y should be included in this report if they have inventory.

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4 Missing Tax Setup Report Refreshed 7/1/20 1020AM @ A Tax Regions actions » Viewv [| Yi’ Detach 12 Tax Region Name our ew, UR, a A Departments 602 RelMt UK Region Qo. 7 Rell: India 701 ReiM: Indian Main Region 702 RelM: Indian Br Reg A Items 3100 DMParent_Region 0 s108 DM Test 4102 PD:GTS_INTER2 4103 PD:GTS_LOW_3 4106 PD:GTS_LOW_2.1 9005 AG:PARENT_REGION u

Column	Description
Department	This shows the department ID.
Name	This shows the department description.

Table

List of table columns when Items tile is clicked:

Column	Description
Item	This shows the item ID.
Item Description	This shows the item description.
Department	This shows the department for the item.
Department Name	This shows the department name.
Class	This shows the class in the department for the item.
Class Name	This shows the class name.
Subclass	This shows the subclass in the department/class for the item.
Subclass Name	This shows the subclass name.
Status	This shows the item status.

Report Actions

N/A

Configurations

N/A

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In this guide

• Guide: Merchandising Reports User Guide
• Previous: 1 Oracle Retail Merchandising Reports
• Next: 3 Contextual Reports