Reports Submodule

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Overview

The Part Information → Reports submodule provides comprehensive reporting capabilities for part analysis, cost management, and inventory tracking. These reports help you analyze part usage patterns, monitor costs across different time periods, track inventory adjustments, and manage formulation changes. Part information reports answer critical business questions such as:

• “What parts are used in this finished good and what do they cost?”
• “Which finished goods use this raw material?”
• “How have material costs changed over time?”
• “What inventory adjustments were made this month?”
• “Which batches were scrapped and why?”
• “When will stock run out for purchased parts?”

This page reviews all the types of part information reports you can generate, covering everything from bill of materials analysis to cost variance tracking and scrap reporting.

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Report Options

Each tab in the Reports submodule provides different analytical views of your part data:

• Bill of Materials: Generate detailed cost breakdowns for manufactured parts, showing all part costs and labor requirements.
• Individual Used-On: Track where specific raw materials or parts are used across finished goods, helpful for impact analysis when discontinuing parts.
• Bulk Component Usage: Analyze usage patterns for multiple parts simultaneously.
• Used-On Summary: Comprehensive view of part usage across the business, based on invoices, orders, or production data.
• Used-On Summary (Production): Production-focused usage analysis based on actual manufacturing consumption and inventory adjustments.
• Current Costs: View and rebuild current cost structures for all parts, supporting real-time pricing decisions.
• Standard Costs: Manage standard cost baselines used for variance analysis and budgeting.
• Future Costs: Plan and model future cost scenarios for strategic planning and pricing.
• Part Requirements: Analyze inventory needs and purchasing requirements for active parts.
• Inventory Adjustments: Track and audit all inventory adjustments with approval status and reasoning.
• Scrap Report: Monitor scrapped materials by department, shift, and reason for quality control and cost management.
• Base Listing: Generate comprehensive part listings excluding obsolete work-in-process items.
• Formulation Changes: Track formula modifications over time for compliance and quality control.
• Get Well Dates: Monitor when purchased parts will run out of stock based on current usage and lead times.

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How to Generate a Report

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Generate a Bill of Materials report

To analyze the complete cost structure of a manufactured part:

1. Click the Bill of Materials tab.
2. Set the required filters:
   1. Part number: Choose or type the part number you want to analyze.
   2. Quantity: Leave blank for standard batch yield, or enter a specific quantity.
   3. Cost Type: Select Standard, Current, or Future costs.
   4. Cost Year: Choose the cost year for analysis.
   5. (Optional) Check Level 2 Only to limit the breakdown. See Manage Formula Reference for more on Level 2.
3. Click Generate Report.

This report is useful for: Cost Analysts and Finance Teams to understand product costs, support pricing decisions, and analyze cost structures for manufactured items.

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Example of a Bill of Materials Report

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Generate an Individual Used-On report

To see where a specific raw material or component is used across your product line:

1. Click the Individual Used-On tab.
2. Set the required filters:
   • Part Number: Select from manufactured items only.
   • Active / Inactive only: Choose Yes or No to filter by part status.
   • What source to use: Select Invoices or Orders.
   • What data to use: Choose from predefined time periods or Live data.
     Using live data might take several minutes to generate the used-on report. This in effect re-builds the used-on for all raw material part numbers, and subsequently updates the used-on summary as well.
3. Click Generate Report.

This report is useful for: Product Managers when discontinuing parts to understand the impact across all finished goods, and for supply chain teams to assess component criticality.

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Example Report RM

This report displays three sections: WIPs that use this part, finished goods that use this part, and a complete list of all uses. Note that the complete list may include nested items.

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Generate a Bulk Component Usage report

To analyze usage patterns for multiple components at once:

1. Click the Bulk Component Usage tab.
2. Enter part numbers separated by a space or comma in the input field.
3. Click Generate Report.

This report is useful for: Purchasing Teams and Supply Chain Managers to analyze usage patterns across multiple components simultaneously for bulk purchasing decisions.

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Generate a Used-On Summary report

To get a comprehensive view of component usage across your business:

1. Click the Used-On Summary tab.
2. Set the required filters:
   • What source to use: Choose Invoices, Orders, or Production.
   • What data to use: Select from predefined time periods or Custom date range.
     Using live data might take several minutes to generate the used-on report. This in effect re-builds the used-on for all raw material part numbers, and subsequently updates the used-on summary as well.
   • Active / Inactive only: Choose Yes or No.
   • Part Type: Select WIP & RM, RM only, WIP only, or FG only.
3. Click Generate Report.

This report is useful for: Operations Managers and Supply Chain Teams to understand overall component consumption patterns and plan inventory levels.

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Generate a Used-On Summary (Production) report

To analyze component usage based on actual production consumption:

1. Click the Used-On Summary (Production) tab.
2. Set the required filters:
   • Report Type: Choose Single Usage Amount or Weekly Summation.
   • What data to use: Select from predefined time periods or Custom date range.
   • Active / Inactive only: Choose Yes or No.
   • Part Type: Select WIP & RM, RM only, WIP only, FG only, or All Purchased Parts.
3. Click Generate Report.

This report is useful for: Production Managers and Cost Analysts to understand actual material consumption patterns and identify efficiency opportunities.

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Generate a Current Costs report

To view and manage current cost structures:

1. Click the Current Costs tab.
2. (Optional) Click Rebuild Current Costs to refresh cost calculations.
3. Set the filters:
   • Inventory Type: Choose All, FG only, RM only, or WIP only.
   • Part Status: Select from A (Active), I (Inactive), O (Obsolete), T (To Be Discontinued), or Z (Draft).
   • Include Obsolete?: Choose Yes or No.
   • Commission %: Enter commission percentage.
   • Allowance %: Enter allowance percentage.
   • Freight %: Enter freight percentage.
4. Click Generate Report.

This report is useful for: Finance Teams and Pricing Managers to maintain current cost structures and support real-time pricing decisions.

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Generate a Standard Costs report

To manage standard cost baselines:

1. Click the Standard Costs tab.
2. (Optional) Click Rebuild Standard Costs to refresh standard cost calculations.
3. Set the filters:
   • Inventory Type: Choose All, FG only, RM only, or WIP only.
   • Part Status: Select from available status options.
   • Include Obsolete?: Choose Yes or No.
4. Click Generate Report.

This report is useful for: Cost Accountants and Finance Teams to maintain standard cost baselines used for variance analysis and budgeting.

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Generate a Future Costs report

To plan and model future cost scenarios:

1. Click the Future Costs tab.
2. (Optional) Use action buttons:
   • Click Copy Current Costs to Future to copy current costs (requires confirmation).
   • Click Rebuild Future Costs to refresh future cost calculations.
3. Set the filters:
   • Inventory Type: Choose All, FG only, RM only, or WIP only.
   • Part Status: Select from available status options.
   • Include Obsolete?: Choose Yes or No.
   • Commission %: Enter commission percentage.
   • Allowance %: Enter allowance percentage.
   • Freight %: Enter freight percentage.
4. Click Generate Report.

This report is useful for: Strategic Planning Teams and Finance Directors to model future cost scenarios and support long-term pricing strategies.

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Generate a Part Requirements report

To analyze inventory needs and purchasing requirements:

1. Click the Part Requirements tab.
2. Set the filters:
   • Group By: Choose None, Weeks on Hand, or Product Class & Weeks on Hand.
   • Branded parts only?: Choose Yes or No.
   • Part Type: Select Manufactured, Purchased, Kits, or All.
3. Click Generate Report.

This report is useful for: Purchasing Teams and Inventory Managers to identify parts that need ordering and plan procurement activities.

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Generate an Inventory Adjustments report

To track and audit inventory adjustments:

1. Click the Inventory Adjustments tab.
2. Set the required filters:
   • Status: Choose Pending, Approved, or All.
   • Show automatic?: Choose Yes or No.
   • Adjustment date from: Enter required date range.
   • Adjustment Period: Select month and year.
3. Click Generate Report.

This report is useful for: Inventory Managers and Auditors to track all inventory adjustments, monitor approval status, and understand adjustment patterns.

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Generate a Scrap report

To monitor scrapped materials and identify quality issues:

1. Click the Scrap Report tab.
2. Set the filters:
   • Scrap Date: Enter date range.
   • Approval Date: Enter date range.
   • Shift(s): Select from shifts 1, 2, or 3.
   • Scrap Origin: Choose from Dispersion, Bottling, Shrink Wrap, Label Press, Kit, Purchasing, Blister, Rework, Inventory Conversion, Paint Pots, or Half Gallon.
   • Employees: Select specific employees.
   • Location: Enter location.
   • Status: Choose Pending, Approved, or All.
   • Show Details: Select No or Yes.
3. Use Clear Inputs to reset filters or Filter Records to apply them.

This report is useful for: Quality Control Teams and Production Managers to monitor scrap patterns, identify improvement opportunities, and track the financial impact of quality issues.

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Generate a Base Listing report

To generate comprehensive part listings:

1. Click the Base Listing tab.
2. Click Generate Report.

This report is useful for: Operations Teams and Data Analysts who need comprehensive part listings for analysis or system integration.

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Generate a Formulation Changes report

To track formula modifications over time:

1. Click the Formulation Changes tab.
2. Set the filters:
   • Formula Changes from: Enter date range.
   • Include Global Formula Changes?: Check the checkbox to include.
3. Click Generate Report.

This report is useful for: Quality Control Teams and Compliance Officers to track formula modifications for regulatory compliance and quality control.

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Generate a Get Well Dates report

To monitor when purchased parts will run out of stock:

1. Click the Get Well Dates tab.
2. Set the filters:
   • Part Type: Choose RM only, Purchased FG only, or All Purchased Parts.
   • Out before receiving more?: Check the checkbox to filter.
   • Vendor(s): Select specific vendors.
3. Click Generate Report.

This report is useful for: Purchasing Teams and Supply Chain Managers to proactively identify potential stock shortages and plan procurement activities based on current usage patterns and lead times.