Prosis – Report Library Operations and Supply Chain Collection 1.0
2015
Prosis Report Library
Operations and Supply Chain
4. SECTION: OPERATIONS AND SUPPLY CHAIN 2.2
List of reports
Procurement Management Name Path .1 Requisition Listing CFReports\Procurement\RequisitionListing List of requisitions by mission and orgunit .2 Purchase Order Issued by Vendor List of purchase orders by vendor
CFReports\Procurement\POIssued
.3 Purchase Order Grouping CFReports\Procurement\POGrouping Summary of Purchase orders by different criteria .4 Invoice Listing by Vendor List of invoices by vendor.
CFReports\Procurement\VendorInvoice
.5 PROSIS Invoices CFReports\Procurement\ BieniumInvoice This report allows users to filter PROSIS invoices based on their current reconciliation status (correct, incorrect, no matched). .6 Invoice Status CFReports\Procurement\InvoiceStatus Listing of invoices per status of process. .7 Receipt and Invoice CFReports\Procurement\ Receipt Listing of invoices with processed receipts. .8 Outstanding Invoices CFReports\Procurement\POStatus Invoices Pending Processing. Note: Not in dev01 it uses SQL server function not avail. in 2000 .9 Allowance Requests CMP only
CFReports\Procurement\ApprovedAllowanceTracking
.10 Item List by Object CFReports\Procurement\ItemList List of items by Object of expenditures.
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Operations and Supply Chain
Warehouse Management Name Path .1 Items CFReports\Warehouse\Item This report is intended to help with the reviewing of the item list and their classification. .2 Asset Listing CFReports\WorkOrder\ServiceInventory List of accounts, features and devices by service, location and class. .3 Consolidated Consumption CFReports\Warehouse\ConsolidatedConsumption Consolidated view of monthly consumption summarized by warehouse. .4 Facility Stock Transactions CFReports\Warehouse\Batch This report shows all the transactions for a specific period of time, detailing location, storage details and status. .5 Daily Stock Balance CFReports\Warehouse\FuelBalance Displays all issuances and the result stock and facility levels for the selected period. .6 Billing Summary CFReports\Warehouse\Pricing Billing summary for transactions made within the period defined, mission, currency, warehouse and product category .7 Transaction Logsheet CFReports\Warehouse\ItemTransaction It gives the detail of transactions performed in the warehouses. .8 Consumption CFReports\Warehouse\ItemTransactionUsage Show loation and facility and store consumption in a defined period. .9 Item Consumption Analysis CFReports\Warehouse\AssetItemConsumption Gives the consumption pattern for each consumption equipment. .10 Monthly Fuel Consumption per CFReports\Warehouse\DailyFuelConsumption Day Displays all assets associated to an orgunit and display all distributions made within a selected month to these assets, plus a metric to compare. .11 Monthly Fuel Stock Balance CFReports\Warehouse\ItemTransactionBalance It gives the stock balance per day per storage locationt. This is kind of a monthly kardex. .12 Monthly Fuel Consumption CFReports\Warehouse\MonthlyFuelConsumption Provides a daily detail of fuel consumption. .13 Monthly Sales by Category CFReports\Warehouse\SalesbyCategory Monthly Sales by Category and UoM .14 Contractors Daily Fuel Balance Daily fuel balance for contractors.
CFReportsWarehouse\FuelBalance2
.15 Warehouse Stock Levels CFReports\Warehouse\Stock It gives by storage tank the total amount in/out and the stock.
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Prosis Report Library
Operations and Supply Chain
Workorder Management Name .1 Inventory Report
Path CFReports\WorkOrder\InventoryReport
Shows all assets or devices that accounts active by customer .2 ICT Usage Details Report
CFReports\WorkOrder\UsageReport
Usage statement by orgunit and account / user .3 Service Standard Rates
CFReports\WorkOrder\ServiceListing
List of services and valid rates .4 Delivery Work Plan
CFReports\WorkOrder\DeliveryWorkPlan
List of scheduled deliveries.
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Prosis Report Library 2.3
Operations and Supply Chain
Requirement 2.3.1
Requisition Listing
List of requisitions by period, orgunit, and status. It also shows the information of the unliquidated amount for each requisition. Criteria Name
Description
Organization
Mission
Biennium
Period when the requisition is raised
Fund
Fund to be used to pay for the requisition
Status
Current status of the requisition
Item Master Request Date
Allows to filter the requisitions that contain a particular item master Date of the requisition
Created
Date when the requisition is raised
Orgunit
Orgunits under the mission
Requester
Officer who creates the requisition
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Layout
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Prosis Report Library
2.4
Operations and Supply Chain
Procurement
2.4.1 Purchase Order Issued by Vendor Shows all Purchase Orders grouped by the vendor selected for a particular period. Criteria Name
Description
Organization Biennium Vendor Order Class
Mission Period when the purchase order is issued Provider of the goods or services. Type of Purchase Order
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Layout
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Operations and Supply Chain
2.4.2 Purchase Order Grouping This report shows a summary of the Purchase Orders with the ability of grouping by different criteria. It shows the amount Obligated which corresponds to the total amount of the Purchase orders. Also shows the Total amount of the Disbursed Purchase Orders. Criteria Name
Description
Organization
Mission
Biennium
Period when the purchase order is issued
Expenditure Group
Criteria for report grouping
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Layout
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2.5
Operations and Supply Chain
Invoice and Receipt and Inspection
2.5.1 Invoice Listing by Vendor This report shows the invoices registered for the purchase orders issued. It shows the status of the invoice and the total amount by vendor. Criteria Name
Description
Organization
Mission
Vendor
Vendor that the Purchase order is assigned to
Status
Status of the invoice
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Layout
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Operations and Supply Chain
2.5.2 Outstanding Invoices This report shows the invoices registered for the purchase orders issued. It shows the status of the invoice and the total amount by vendor. Criteria Name
Description
Organization
Mission
Mode
If -- In Workflow -- is selected, the report shows only the invoices that are within the Prosis workflow process. Otherwise the report shows all the invoices, including the ones waiting IMIS reconciliation.
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2.5.3 Prosis Invoices This report allows users to filter invoices based on their current reconciliation status (correct, incorrect, no matched) Criteria Name
Description
Mission Biennium Status
Reconciliation status
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2.5.4 Invoice Status This report shows the Invoices according to their reconciliation status. Criteria Name
Description
Organization
Mission
OrgUnit
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2.5.5 Receipt and Invoice This report shows the invoices and receipts processed. Criteria Name
Description
Mission/Entity
Mission
Period
Period for which the receipts were processed
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2.5.6 Allowance Request This report shows the allowance requests and their approval status by project. Criteria Name
Description
Organization
Mission
Project
Project for which the allowance is being requested
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2.5.7 Item List by Object This report shows the items ordered by Object of Expenditure. Criteria Name
Description
Mission/Entity
Organization
Entry Class
Entry class of item
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Layout
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2.6
Operations and Supply Chain
Supply Control and Sales 2.6.1
Daily Stock Report
The report was created as part of the daily operations in the Entity. Every day, the Users and units check their operations. Criteria Name
Description
Period
Date period to get data
Mission
Entities to be considered
Geographical Location
Geographical location associated
Facility
Warehouse
Product Type Category
Supply item
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2.6.2
Operations and Supply Chain
Item Consumption Analysis
Gives the consumption pattern for each consumption equipment. Criteria Name
Description
Year
Year to be displayed
Metric
Calculated metric
Mission
Entities to be considered
Product Type/UoM
Supply item and UOM
Geographic Location
Asset geographical location
Unit
Asset unit
Item Category
Asset category
Item Type
Asset type
Item Make
Asset make
Item Model
Asset model
Item Serial No.
Asset serial number
Item Barcode
Asset barcode
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2.6.3
Operations and Supply Chain
Items
This report is intended to help with the reviewing of the item list and their classification. Criteria Name
Description
Mission
Entities to be considered
Category
Item master categories
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Prosis Report Library 2.2.1
Operations and Supply Chain
Monthly Stock Balance
It gives the stock balance per day per storage unit. This is a kind of monthly kardex. Criteria Name
Description
Mission
Entities to be considered
Unit / Storage
Combination of warehouse and storage location
Product Type
Supply Item
Month
Month to be considered
Year
Year to be considered
Show Issue Detail?
Shows the issue detail per month in case you want it
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2.2.2
Operations and Supply Chain
Storage Asset Analysis
It gives the stock balance per day per storage tank. This is kind of a monthly kardex. Criteria
Name
Description
Mission
Entities to be considered
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2.2.3
Operations and Supply Chain
Transaction Logsheet
It gives the detail of transactions performed in the warehouses. Criteria Name
Description
Period
Period of time to display
Mission
Entities to be considered
Facility / Fuel Storage Tank
Combination of warehouse and storage location
Product Type
Supply Item
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Prosis Report Library 2.2.1
Operations and Supply Chain
Warehouse Stock Levels
It gives by storage tank the total amount in/out and the stock. Criteria Name
Description
Mission
Entities to be considered
Facility
Warehouse
Production Lot
Details of lot
Reference Date
Today’s date by default
Relative date
To see dates prior to the current date (and for suscription purposes) Shows the details of zero stock, item inception, lots, and trasactions, if YES selected.
Show Details
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2.2.2
Operations and Supply Chain
Facility Stock Transactions
This report shows all the transactions with in a storage tank. Criteria Name
Description
Period
Shows the issue detail per month in case you want it
Mission
Entities to be considered
Facility / Fuel Storage Tank
Combination of warehouse and storage location
Transaction Type
The type of transactions
Status
The batch status
Period
Period of time to get transactions
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2.3
Operations and Supply Chain
Fuel Over/Under Consumption
Show which equipment is over or under consuming based on the target/ratio defined for it. Criteria Name
Description
Period
Period of time to get transactions
Metric
Metric calculated
Mission
Entities to be considered
Facility
Warehouse
Asset Category
The category of the assets to display
Destination Barcode
Asset barcode
Consumption Type
Type of consumption to be displayed
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2.3.1
Operations and Supply Chain
Consolidated Consumption
Consolidated monthly consumption summarized by Warehouse. Criteria Name
Description
Month
Month to inquiry
Year
Year to inquiry
Mission
Entities to be considered
Facility
Warehouse
Fuel Storage Class
Class of the storage
Ownership
The owner of the equipment
Product Type Destination Make
Maker of the asset which receives the product
Destination Model
Model of the asset receiving the product
Destination Serial No
SerialNo of the asset receiving the product
Destination Barcode
Barcode of the asset receiving the product
Destination Category
Category of the asset receiving the product
Metric
Asset metric
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2.3.2
Operations and Supply Chain
Daily Fuel Consumption Record
Displays all assets associated to an orgunit and display all distributions made within a selected month to these assets, plus a metric to compare. Criteria Name
Description
Mission
Entities to be considered
Year/Month
Month to display the distributions and metric
Category/Metric
Metric to compare
OrgUnit
Organizational unit to display
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2.3.3
Operations and Supply Chain
Daily Fuel Balance
Displays all issuances and the result stock and facility levels for the selected period. Criteria Name
Description
Period
Period of time to be considered (1 to N days)
Mission
Entities to be considered
City
Facility city
Geographic Location
Geographical location associated to the facility
Facility
Facility to be considered
Product
Product to be considered
Include Issue Detail?
Includes the detail issue per line
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2.3.4
Operations and Supply Chain
Sales Prices
Sales prices defined for the selected warehouses, categories and currencies, within a period of effectiveness. Criteria Name
Description
Mission
Entities to be considered
Warehouse/Category/Currency
Criteria for what the price was set
Period
Period to be considered for the price effective date
Status
Status of the price
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2.3.5
Operations and Supply Chain
Billing Summary
Billing summary for transactions made within the period defined, mission, currency, warehouse and product category Criteria Name
Description
Period
Period to be considered
Mission
Entities to be considered
Currency
Currency of the transaction
Warehouse
Warehouse where the product came from
Category
Product category
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2.4
Operations and Supply Chain
Asset Management 2.4.1
Asset Listing
This report displays and group asset listings by different criteria. Criteria Name
Description
Mission
Entities to be considered
Geographical location
Physical place where the asset is located
Asset category
Category of the item master
Receipt date (start)
Initial date of reception
Receipt date (end)
End date of reception
Show disposed item
Defines if the disposed items will be displayed
Depreciation year start
First year of depreciation
Minimum value
Minimum value associated to the asset
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Layouts
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2.5
Operations and Supply Chain
Service Management 2.5.1
ICT Inventory Report
This report shows all the accounts active by Customer. For each account it shows the effective and expiration date, the person who the account is assigned to. Also it shows the rates/plans/units assigned to the account and the additional assets or devices associated. Criteria Name
Description
Organization
Mission
Service Item Customer Amount expressed in 1000
Deprecated
Hide Services with Undefined parent
If no, it will show also the services not associated to any customer.
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2.5.2
Operations and Supply Chain
ICT Usage Details Report
It shows all the usage transactions corresponding to the service and customers selected. The report organizes the information in order to present separate statements by individual. Criteria Name
Description
Organization
Mission
Service Month
Month and year to show
Date Period
Allow to show information corresponding to a date period.
Customer Reference
This parameter allows filtering by a specific account.
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2.5.3
Operations and Supply Chain
Service Standard Rates
This report shows all the rates defined for a particular service and its effective period. Criteria Name
Description
Organization
Mission
Effective Date
Effective date for the rate
Service Class
Includes several services of the same class
Service
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2.5.4
Operations and Supply Chain
Service Standard Rates
This report supports the work schedule for an entity, during a specific date or period of time. Criteria Name
Description
Organization
Mission
Date Period
Effective date from - till
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