Recent Changes per Report
BoM
- V1-02 22.12.10 Added field to show whether the Where Used products are in the current
BOM Pivot, as an extra check when deciding if a product can be discontinued.
- V1-01 18.11.10 Minor cosmetic improvements.
- V1-00 25.10.10 New report showing a BOM Explosion and Where Used in one screen, with
drill down to the same report for any product made into or out of the first product.
BoM Critical Path
- V1-15 25.10.10 Added option to show a mini MRP Summary for each product, effectively
showing shortages / free stock using all supply & demand data from PFS.
- V1-14 15.07.10 Page layout altered for better printing & export to PDF.
- V1-13 01.07.10 Major release, including calculation of customer promise dates based
on stock availability at all levels of the BOM.
BoM Pivot
- V1-06 22.10.13 Fixed bug concerning recursive parent in tablix, and #value on export
to Excel from SSRS2008 servers.
MRP Analysis
- V1-15 17-01-14 Added info on Supplier Contract, remaining balances per product and
preferred supplier.
- V1-14 09.06.11 Added filters to hide if movement days less than an entered value.
Plus multiple choice dropdown to choose the MRP action type(s) Raise New , Bring
Forward etc.
- V1-13 28.07.10 Added indicators / filters where certain criteria met - eg. BringFwd<5days
/ PutBack<7days / Today is between the required date and X days before, so the goods
must be in transit.
- V1-12 28.07.10 Added options for sorting the report by Supplier / Product etc.
- V1-11 27.07.10 Added parameters for a cut off on Date Required and to include / exclude
Phantoms.
- V1-10 16.07.10 Fixed bug where Kind=R records were showing. Added drill from any
MRP "Raise WO" to BOM Critical Path for the product / quantity & date.
- V1-09 01.07.10 Major release, including ability to export to Excel and still hyperlink
to PFS.
MRP Summary
- V4-34 30.05.10 Major improvements to Sales & Forecast consumption.
- V4-33 08.02.10 New parameter to allow Single WH Mode.
- V4-32 05.10.09 Added EOQ + Increment.
- V4-31 10.09.09 Added drill down to Supplier Search.
- V4-30 07.09.09 Improvements to Document Map, including fix for Excel Doc Map not
getting hyperlinks correctly. Added supplier alpha as prefix to the supplier code.
- V4-29 29.01.09 Hover on a quantity cell to show Type-Week-Product fields.
PFS
- V4-26 25.10.10 Added list of WH in which the product exists, with drill to new BOM
report.
- V4-25 09.09.10 Added Production / Backflush bin qty into the stock summary section.
- V4-24 30.05.10 Major improvements to Sales & Forecast consumption.
- V4-23 08.02.10 New parameter to allow Single WH Mode.
- V4-22 05.10.09 Show Max of EOQ / Lead Times in the header section.
- V4-21 27.01.09 POSHIPDATE = YES shows PO status="S". The Scheduled Ship Date field
is used as the PFS date and it is highlighted when present. In which case the Required
date shows in the Ref field.
- V4-20 23.01.09 F3/F7 comments entered on WOs and POs now show a * in the status field
and can be read by hovering on the Reference field. Bin, Catalogue, Drawing added
to the header.
- V4-19 22.01.09 OrderNo drill goes to either of PO Enquiry or WO Trial Kit depending
on the line type.
PO Detail Audit
- V1-07 15.12.09 PPV now has a report total.
- V1-06 31.08.09 Now includes lines added with 0 value, and highlights them in red.
Added a Purchase Price Variation (PPV) calculation.
- V1-05 03.02.09 Selection of PO number (to allow drill downs).
- V1-04 01.02.09 Now sorted with latest transactions first.
- V1-03 15.01.09 New report to show the total value change per day due to PO lines
being added, deleted, quantity changed or price changed. Requires Sage Auditing on
the podetm table.
PO Enquiry
- V1-11 09.06.10 Added drill to PO Matching enquiry.
- V1-10 20.04.09 Fix for issue of drill downs to po receipts / invoices / audit defaulting
"days ago" to 0 and not showing any data. Set to 99999 now.
- V1-09 03.02.09 Added drill to PO Details Audit.
- V1-08 29.01.09 Show the Ship Date field (POSHIPDATE).
- V1-07 26.01.09 Drill to PO Invoices and PFS.
- V1-06 23.01.09 F3 comments now show.
- V1-05 15.01.09 Added value total.
PO Invoices
- V1-03 18.03.09 Added ability to choose the base data table, using system key = 77SUPSPBAS
- V1-02 18.03.09 Fixed bugs ref Date Entered (now always date of typing the invoice)
and "first2 invoice no. showing instead of correct one. Added currency value & code.
- V1-01 26.01.09 New report. Shows the detail of POP invoices and can be drilled to
from other reports such as PO Enquiry and Supplier Spend.
PO List
- V1-50 26.05.10 Added line number and "freeze panes" effect on left hand columns.
- V1-49 21.04.10 Added Buyer Id & Replenishement Category. Date required prompts now
use Ship Date if it is in use on the order line.
- V1-48 31.08.09 Added a Purchase Price Variation (PPV) calculation and Nominal Code.
- V1-47 23.04.09 Changed use of PO Open field - now allows 3 settings - Open for Receipt,
open for Invoice (only) and Closed.
- V1-46 20.04.09 Fix for issue of drill downs to po receipts / invoices / audit defaulting
"days ago" to 0 and not showing any data. Set to 99999 now.
- V1-45 06.03.09 Added 1st nominal code for each line.
- V1-44 29.01.09 Show the Ship Date field (POSHIPDATE).
- V1-43 26.01.09 Added drill to PO Invoices.
- V1-42 26.01.09 Now shows F3 comments.
- V1-41 15.01.09 Drill to PO Enquiry.
- V1-40 05.01.09 Added local price and value remaining to receive.
PO Matching
- V1-00 09.06.10 New report to show PO Matching of Receipts to Invoices.
PO Pivot
- V1-08 10.09.10 Fixed SQL2008 bug where all totals showed #Value on export to Excel.
- V1-07 23.04.09 Added parameter for and changed use of PO Open field - now allows
3 settings - Open for Receipt, open for Invoice (only) and Closed.
- V1-06 19.03.09 Fixed bug where months were not in ascending order.
- V1-05 01.02.09 Fixed 1-04 bug where weeks were not in ascending order.
- V1-04 29.01.09 Obey POSHIPDATE system key when deciding which field to use for the
week / month.
- V1-03 16.01.09 New selection to choose to show either of:
- Count of the Number of PO Lines
- Sum of the Quantity Remaining
- Sum of the Value Remaining (Local currency)
PO Receipts
- V1-07 26.05.10 Added "freeze panes" effect on left hand columns.
- V1-06 31.08.09 Added a Purchase Price Variation (PPV) calculation. Selection on calendar
year / month.
- V1-05 15.08.09 Added drill to receipts label.
- V1-04 15.01.09 Added Days Ago selection to make it easy to send today's receipts
in an overnight email subscription. And added local currency value field / total.
PO Search
- V1-07 20.04.09 Fix for issue of drill downs to po receipts / invoices / audit defaulting
"days ago" to 0 and not showing any data. Set to 99999 now.
- V1-06 06.03.09 Added 1st nominal code for each line.
- V1-05 29.01.09 Show the Ship Date field (POSHIPDATE).
- V1-04 27.01.09 Added Drill to PO Invoices + Sort on Order No.
- V1-03 26.01.09 Now shows F3 comments.
- V1-02 22.01.09 Search now looks through Supplier Reference field from the PO header.
REP Links
- V1-08 23.04.09 Changed drill downs to support change to PO Open field.
- V1-07 19.03.09 Fixed parameters so that all links will work, even if Product / Supplier
are blank.
- V1-06 26.01.09 Updated to show links to new reports - PO Invoices, PO Detail Audit,
PO Enquiry, PO Search.
Report Usage
- V1-01 08.05.09 Changed date formats and a field to show if it is a "linked" report.
- V1-00 08.05.09 New report.
SO Detail Audit
- V1-02 17.11.10 Added summary by week of the net value change totals.
- V1-01 09.07.10 Added parameter to optionally show only the changes, hiding any add/delete
records.
- V1-00 20.04.09 New report to track value changes to sales order lines.
Stock Audit - Costs
- V1-01 04.05.10 Now tracking changes to stock GL account code - for use when reconciling
ST to NL.
- V1-00 15.09.09 New report to track changes to standard costing fields, and the associated
change in value in those items with physical stock. Also tracks the date on which
products are created.
Stock Batches*
- V1-02 09.09.09 Added "Held" indicator. Tooltip shows reason code.
- V1-01 05.01.09 Added Interactive sorts to the SQL2005 version.
Stock History + Time
- V1-01 11.05.10 Added date selection, transaction summary & balance column.
- V1-00 22.09.09 New report. Regular stock history, and if Auditing added it can show
the time of the transaction and the program used.
Stock Search
- V3-12 24-09-13 Added drill to Stock Usage report
- V3-11 17-11-10 Added hyperlink from drawing number to image of the drawing, based
on a folder name specified by the user.
- V3-10 25.10.10 Added drill to BOM report.
- V3-09 26.05.10 Added "freeze panes" effect on first 5 columns.
- V3-08 21.04.10 Added filter and highlight for the Held and Obsolete flags.
- V3-07 15.09.09 View Stock Status and the other Full Stock Details pages fields with
one click. Set default to hide supplier info fields. Added drill to stock_audit_costs.
- V3-06 23.04.09 Changed drill downs to support change to PO Open field.
- V3-05 20.04.09 Fix for issue of drill downs to po receipts / invoices / audit defaulting
"days ago" to 0 and not showing any data. Set to 99999 now.
- V3-04 26.01.09 Added Drawing, Catalogue, Bin Number fields. Added toggle to hide/show
the Supplier Info fields.
Stock Usage*
- V2-01 24.09.13 Added drill to Stock Search.
- V2-00 30.08.13 New report. Use stock history to get issues / receipts totals and
averages for 3 date ranges.
Stock Value Detail*
- V1-00 23.09.13 New report. Stock value at standard cost.
Stock Value Summary*
- V1-00 23.09.13 New report. Stock value at standard cost, pivot table & chart with
totals per warehouse & product group.
Supplier Search
- V1-04 28.04.09 Added PO Open parameters for drill downs to PO List and PO Pivot.
- V1-03 05.01.09 Navigate to PO List - was showing only Open POs, now shows Closed
ones as well.
Supplier Spend
- V1-17 10.09.10 Fixed SQL2008 bug where all totals showed #Value on export to Excel.
- V1-16 23.09.09 Removed £ signs, added local currency code from BASECURR system key.
- V1-15 27.04.09 Added PO Open parameters for navigation to PO List.
- V1-14 18.03.09 Added ability to choose the base data table, using system key = 77SUPSPBAS
- V1-13 29.01.09 Added drill to PO Invoices. Previously showed totals per year, now
also shows per month.
Supplier Spend Per Product
- V1-15 10.09.10 Fixed SQL2008 bug where all totals showed #Value on export to Excel.
- V1-14 23.09.09 Removed £ signs, added local currency code from BASECURR system key.
- V1-13 18.03.09 Added ability to choose the base data table, using system key = 77SUPSPBAS
- V1-12 29.01.09 Added drill to PO Invoices.
Table Row Count
- V1-02 26.03.09 Added selection for Top ? %
- V1-01 25.03.09 Added snapshot functionality and before / after comparison.
- V1-00 24.03.09 New report.
WO Trial Kit Shortages
- V2-08 29.01.09 For reference, 2-08 is the current version. No recent changes.
WO Trial Kit Single WO
- V2-09 27.04.10 Now shows and sorts by the Xsort field.
- V2-08 29.01.09 For reference, 2-08 is the current version. No recent changes.