SSA Warehouse Management 4000

Reports User Guide

Copyright 2005 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way or by any means, including, without limitation, photocopying or recording, without the prior written consent of SSA Global Technologies, Inc.

Important Notices
The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of SSA Global Technologies, Inc. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of SSA Global Technologies, Inc., and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from SSA Global Technologies, Inc., pursuant to a separate agreement (Purpose). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although SSA Global Technologies, Inc., has taken due care to ensure that the material included in this publication is accurate and complete, SSA Global Technologies, Inc., cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, SSA Global Technologies, Inc., does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause.

Trademark Acknowledgements
SSA WAREHOUSE MANAGEMENT 4000 is a Registered Trademark of SSA Global Technologies, Inc., in the United States and/or other countries. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners.

Publication Information
Release: SSA Warehouse Management 4000 Version 3.10 Publication Date: July 2005

Table of Contents
INTRODUCTION ............................................................................................................ 1 VIEWING SSA WAREHOUSE MANAGEMENT 4000 REPORTS............................. 3 VIEWING REPORTS...................................................................................................... 4 REPORT CHANGES ........................................................................................................ 6 FILTER ...................................................................................................................... 6 SORT ........................................................................................................................ 7 REPORT CATEGORY ................................................................................................... 9 CREATING A REPORT CATEGORY.......................................................................... 10 REPORT DEFINITIONS............................................................................................... 11 REGISTERING A REPORT DEFINITION.................................................................... 12 CREATING REPORT DEFINITIONS.................................................................................. 12 REPORTS LIST ........................................................................................................... 15 COMMENT FORM ....................................................................................................... 21

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Revision History
Date 9/24/2003 12/10/2003 8/16/2004 6/9/2005 6/30/2005 Editor Jude Duniho Jude Duniho Jude Duniho Jude Duniho Stuart Manning Description of Change Reformat Company address change. Product name change. Removed Chapter 6 Edit

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Introduction

Chapter

Introduction
This manual provides an overview on how to view, generate, and print reports in SSA Warehouse Management 4000. The following topics are covered: Viewing SSA Warehouse Management 4000 Reports (including sorting and filtering) Registering a Report Definition Creating a Report Category Report Field Definitions Report Category Field Definitions Report Register Field Definitions Reports List

SSA Warehouse Management 4000 Reports User Guide

Introduction

SSA Warehouse Management 4000 Reports User Guide

Viewing SSA Warehouse Management 4000 Reports

Chapter

Viewing SSA Warehouse Management 4000 Reports

The Reports module allows you to produce the necessary reports for day-to-day warehouse operations. This module includes numerous standard reports that you can simply run and print. Users can also filter, sort, print, and save reports. Any modifications or additions to reports or to the Reports applet requires a strong knowledge of PowerBuilder (the development tool used for Reports).

SSA Warehouse Management 4000 Reports User Guide

Viewing SSA Warehouse Management 4000 Reports

Viewing Reports
1. Navigate to Reports Reports View Report. The View Report window displays. 2. To run a particular type of report, select it from the Category list. Enter any other information about the report in the appropriate fields. 3. Right-click and select Apply Search. The List tab displays.

View Report Window - List Tab

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Viewing SSA Warehouse Management 4000 Reports

4. Right-click the report and then select Run Report. A dialog box appears for the report selected. (The fields in this dialog box vary according to which report was selected).

Reports Parameters Window

Note
To view a report form without any data before running it, right-click the report and then select View Blank Report. Fill in the appropriate fields. (Make sure that start and end dates are filled in.)

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Viewing SSA Warehouse Management 4000 Reports

5. Click OK. SSA Warehouse Management 4000 displays the report on the Results tab.

Report Results Window

Note
To move up, down, left, or right in the report, use the scroll bars that accompany large reports. To view entire pages of the report, access the Print Preview screen and press the Page Up or Page Down key.

Report Changes
To make changes to the report before printing it, right-click and select one of the following:

Filter
Allows you to reduce the number of records in the report by specifying the records to be included.

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Viewing SSA Warehouse Management 4000 Reports

Reports Filter Window

Sort
Allows you to sort data by dragging and dropping each expression. Many reports are pre-sorted and pre-grouped in a logical manner. Changes to the sorting and groupings can have unexpected results.

Reports Sort Window

To print the report, click the Print icon or right-click and select Print.

SSA Warehouse Management 4000 Reports User Guide

Viewing SSA Warehouse Management 4000 Reports

SSA Warehouse Management 4000 Reports User Guide

Report Category

Chapter

Report Category
The standard reports shipped with SSA Warehouse Management 4000 are divided into several report categories, such as Inventory Reports, Purchase Order Reports, and Administrative Reports. When searching for an existing report or creating a new report, you can choose one of these categories from a list. You also have the option of creating a new report category.

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Report Category

Creating a Report Category

1. 2. Navigate to Reports Reports Maintain Category. The Report Category window displays. Right-click and select Add New Record. The Report Category: (New) window displays.

Report Category: (New) Window

3. 4. 5.

Type a unique code to identify the category in the Category ID field. Type the name of the category to appear in the list in the Category field. Right-click and select Save.

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Report Definitions

Chapter

Report Definitions

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Report Definitions

Registering a Report Definition

SSA Warehouse Management 4000 allows you to register reports that were created for the facility.

Note
Before attempting to create a new report definition, contact the SSA Global Technologies, Inc., installer for help in generating the DataWindow. A DataWindow is a PowerBuilder object used for reporting and data entry screens. PowerBuilder is the language development environment used to develop SSA Warehouse Management 4000. You can register a report definition that does not have a DataWindow, but the report cannot be run.

Creating Report Definitions

1. 2. Navigate to Reports Reports Maintain Report. The Report window displays. Right-click and select Add New Record. The Report: (New) window displays.

Report: (New) Window

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Report Definitions

3. 4. 5. 6.

Type a unique code to identify the new report in the Report ID field. Select the type of report from the Category list. Type the name of the report in the Title field. Select the name of the DataWindow for this report from the DataWindow drop-down list.

Note
An SSA Global Technologies, Inc., installer has to create the DataWindow before a new report can be created.

7.

In the Report Parameters area, define the data in which you can search for records to be included in the report: 1) 2) 3) 4) 5) Type the name of the label for the first field in the Label field. Enter the type of data to be displayed in the field in the Datatype field. If the field requires a default value, type the value in the Default field. Enter the field's behavior in the Style field. Indicate whether the field should be visible when the report is run, by entering Y or N in the Visible field.

8. 9.

To add additional fields to the report parameters, right-click the Detail List, select Add, and then repeat Step 7. Right-click and select Save.

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Report Definitions

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5
Reports List
The following table provides a list of all reports within the SSA Warehouse Management 4000 Reports Module.
Report ID ADEJ02 Report Name Adjustment Ticket Report Description ADJ01 Adjustment Summary Adjustment Detail by Commodity Provides a summary of adjusted detailed lines, including Commodity, Location, User ID and Adjusted Value. Provides adjustments details for a selected Commodity, including Storer, Commodity, Adjustment Reason Code and Quantity. This report is sorted by Storer and Commodity. ADJO3

Chapter

Provides details about adjustment tickets, including Storer, Commodity, Adjustment Reason Code and Quantity. This report is sorted by Adjustment Ticket Number.

ADM01 ADM02

Storer List Product List

Provides a list of mailing and billing addresses for selected Storers. Provides a list of Commodities in the warehouse, including Commodity description, Pack key and Zone. Provides a list of pick locations in the warehouse, including the setup details for the location, such as Route Sequence, Area, Flags settings, and so on. Provides a detailed listing of Pack code setup parameters, including UOM, Qty, Length, Width, TI, and HI. Provides a list of all Appointment activity based on selection parameters. Provides a list of equipment associated with the scheduled appointment. Provides a list of appointments that have been defined in the system. Provides a list of existing appointments for the Storer.

ADM03

Pick Location

ADM04

Unit of Measures/Pack List Appointment Activity Appointment Equipment Appointment History Appointments by Storer

APPTACTI APPTEQPT APPTHIST APPTSTOR

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Report ID ASN01

Report Name Receipt Summary

Description Provides a summary of receipt information by Commodity for all ASN receipts. The total quantity received by Commodity is displayed, sorted by receipt record. Captures receipt and associated Purchase Order information, where the quantity received against an ASN is greater than zero. Provides a detailed view of receipts made per line. Displays the quantity received per line and the details associated with that receipt (Movable Unit, Location, and so on). Provides a summary view of receipt discrepancies, where the quantity expected is not equal to the quantity received and the quantity received is greater than zero. Provides a summary view of receipt discrepancies by Commodity where the quantity expected is not equal to the quantity received and the quantity received is greater than zero. Provides a detailed view of receipt discrepancies where the quantity expected is not equal to the quantity received, and the quantity received is greater than zero. The details displayed include Pack, Location, and ID. Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order window or the Wave window. Displays system inventory balances (on-hand, allocated, etc.) for all locations for a given Commodity. Displays system inventory balances (on-hand, allocated, etc.) for all Commodities for a given location(s). Displays the total system inventory for given Commodities. The report is sorted by Storer and Commodity. Provides details of system activity against a Commodity for a designated period. The transaction types associated with this activity are also displayed. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a listing of all locations that are not being used. Displays expiration dates for Commodities by lot number.

ASN02

Receipt Report

ASN03

Receipt Detail

ASN04

Receipt Discrepancy Summary Receipt Discrepancy

ASN05

ASN06

Receipt Discrepancy Detail

BIL01

Invoice

INV01

Current Stock Detail-by Product Current Stock Detail-by Location Current Stock Summary Stock Movement by Commodity

INV02

INV03

INV04

INV05 INV06 INV07

High-Low Inventory Empty Location Report Aging Report

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Report ID INV08 INV09

Report Name Product Near Expiration Report Multiple Commodities in Location Report Multiple Locations Assigned to Commodity Report Associate Status

Description Displays products that are due to expire within a given number of days from the system date. Displays locations containing multiple Commodities. The report is sorted by location, then by Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity and then location. Displays the current status of associates as either active or inactive. This report is sorted by group, user ID, First Name, Last Name, Status, or Time In. Displays all planned assignments that have not been completed. This report is sorted by Assignment Status, Wave Key, Order Number, Route, Stop, or Assignment Number. Displays summary information for completed work for each associate within a given date range. This report is sorted by Group, User ID, First Name, Last Name, Activity Type, or Start and End dates. Provides a list of all loads scheduled for the day. Displays the details of Move activities recorded in the system. From and To details for both location and ID display. Provides a list of detailed tote information. Provides a list of loads that have been scheduled to ship. This report can be run through the Reports module or the Load Planning Screen. Displays summary information, sorted by door and stop, of the orders associated with a given load. Displays summary information, sorted by door and stop, of the orders and pallets associated with a given load. Displays detailed information for the pallets and nested IDs associated with a given load. This report is sorted by door and stop. Displays a graphical view of the number of cases processed, orders received, and picks processed for a given time period. Provides a list of tag numbers that were missing during physical inventory. Physical inventory tags that are out of the systemassigned range.

INV10

LBR01

LBR02

Open Planned Assignments

LBR03

Completed Activity Summary

LD01 LD02

Daily Load Schedule Move Task Audit

LD03 LD06

Tote Manifest Report Load Report

LD08

Load Summary

LD09

Pallet Recap Summary Pallet Recap Detail

LD10

ORD01

Order Activity (Line) Missing Tags Physical Tags Out of Range

PHY01 PHY02

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Report ID PHY03

Report Name Physical Comparison Team A to Team B by Commodity Physical Comparison Team A to Team B by ID Physical Comparison Team A to Team B by Lot Compare Team A to Team B by Tag Compare System to Team A by Commodity Compare System to Team A by ID Compare System to Team A by Lot Un-posted Records

Description Compares the physical counts by Commodity ID taken between the two teams during inventory.

PHY04

Compares the physical counts by ID code taken between the two teams during inventory. Compares the physical counts by Lot number taken between the two teams during inventory. Compares the physical counts by tag number taken between the two teams during inventory. Compares the physical counts by Commodity taken between the two teams during inventory. Compares the final count by ID to the system count during physical inventory. Compares the final count by Lot to the system count during physical inventory. Identifies any records that were not successfully posted at the completion of the physical. The error message associated with the un-posted record also displays. Provides a listing of all Storers Commodities and their associated locations. Provides details associated with successfully posted records from the physical count. Provides a listing of system activity against specified purchase orders for a given time frame. Identifies differences between ordered and received quantities per purchase order line. Displays information about the current inventory situation for a given Commodity (on-hand and onorder) and the associated reorder point for that Commodity. Provides system information (On-Hand, Allocated, and Available Inventory) for Commodities scheduled for Cycle Counts. A listing of appointments that have been created for receiving activity. Displays quantities that need to be replenished to return case pick locations to their maximum quantity. The report is sorted by zone. A listing of appointments that have been created for shipping activity.

PHY05

PHY06 PHY07

PHY08 PHY09 PHY10

PHY11 PHY12 PO01 PO02 PRO01

Storer Commodity by Location Posted Records Purchase Order Audit List Purchase Order Discrepancy Re-order Forecast

PRO02

Cycle Count

RECVAPPT RTO01

Receiving Appointments Replenishment Top Off Shipping Appointments

SHIPAPPT

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Report ID SHP03

Report Name Stockout Report

Description Provides detail on Shipment Order shortages in which there is not sufficient product available to fulfill the requested quantity in full. Provides summary information on Shipment Order shortages where there is not sufficient product available to fulfill the requested quantity in full. Combines Commodities from various orders into a single pick ticket. Commodities to be picked from the same location are grouped together. Provides a summary of completed pick tasks including order #, order date, and total number of picks. Provides a summary listing of completed tasks by user and times associated with each task. Provides a summary listing of completed tasks by user and times associated with each task. Labor Productivity Report that displays the Task Manager Users total time and average time per each individual task. Provides a detail listing of completed tasks by user and times associated with each task. Provides both From and To details associated with a transfer recorded in the system. Commodity, Storer, Quantity, and Lot information are some of the details that are included. Provides a list of all Flowthru Orders in Shipped status. Provides a list of all Flowthru Orders in Shipped status at the Commodity level. Report to audit Commodities on a Purchase Order tied to a Flowthru Order. Listing of Transship records broken down by customer. Displays details such as the Container ID and status for each Transship #. Report that gives a breakdown of lanes assigned to a specific Customer/Storer. Displays a listing of Case IDs associated with the selected Drop ID. Listing of Transship receipts broken down by customer. Displays details such as the Container ID and status for each Transship #. Provides a listing of any ID (generated from either a Flowthru or Transship record) associated to a particular lane.

SHP04

Stockout Summary

SHP05

Consolidated Pick Ticket Pick Count

SHP06

TMM04 TMM04 TMM05

Labor Summary Report Labor Summary Report Labor Detail Report

TMM05 TRN01

Labor Detail Report Transfer Audit

XDK02 XDK03 XDK04 XDK05

Flowthru Shipment Report (simple) Flowthru Shipment Report (Detail) Flow Audit Report Transship Report

XDK06 XDK07 XDK08

Lane Assignment Report Drop ID Contents Transship Receiving Report Lane Contents Report

XDK09

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Comment Form
SSA Warehouse Management 4000 Reports User Guide
Every effort has been made to write this manual in as concise and accurate a manner as possible. Nevertheless, errors do occur. If you find any errors in this documentation, have difficulty with the wording, or just have comments or suggestions, please fill out a copy of this form and send it to: SSA Global Technologies, Inc. Technical Publications Department 8777 Stemmons Freeway Dallas, TX 75247 Please reference all errors, comments, etc., by chapter and page number. Thank you.

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