| Overview |
The Reporter can be used to provide "Shortage Report" based on a Bill of Material.
The Shortage Report allows you to simulate system builds (BOM multiplier) and analyzes
the required BOM item quantities to the available inventory (Quantity fields).
The Shortage Report will calculate the extended quantity of each BOM item (based on parent item quantity).
It will then multiply that number (quantity) by the BOM multiplier to determine the required quantity.
The Shortage Report will then sum all Available Quantities (based on enabled Quantity
Fields) and determine the "shortage" (Available Quantity - Required Quantity).
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Launching the Shortage Report |
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You can launch the Shortage Report from the Reporter Home Page using the BOM Reports pane in the navigator or the BOM Reports drop list.
You can also launch the Shortage Report from the View drop list of the Parts List page on the Item form.
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Specifying a BOM Item |
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When launching the Shortage Report from the View drop list of the Parts List page on the Item form the Reporter will automatically specify the item and revision.
When launching the Shortage Report from the Reporter Home Page using the BOM Reports pane in the navigator or the BOM Reports drop list,
the Shortage Report form will be blank and you will need to specify the BOM part number and revision.
To set or change a BOM Part Number, you can type the part number in the BOM Part Number field or use the Browse button to select the part number.
Clicking the Browse button will invoke the Omnify Object Search form.
Using this form you can search and select the desired BOM item.
Once the BOM Part Number is specified, click the Load BOM button to list the revisions and display the active BOM.
You can change the revision by selecting the desired revision from the Rev drop list.
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Quantity/Inventory Fields |
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Quantity/Inventory fields can be defined as any item attribute field.
Quantity/Inventory fields are selected in the Preferences dialog box.
To define the Quantity/Inventory Fields you wish to include in the list, select the Fields/Options button from the toolbar.
This will invoke the Preferences form and select the Shortage Report tab.
You can select which BOM fields are displayed by checking/unchecking the desired fields from the Shortage Display Fields list.
To set the calculated Quantity/Inventory fields, select the field from the Shortage/Inventory Fields list and click the Add button.
You can include as many Quantity/Inventory fields as needed.
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Using the Shortage Report |
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The Shortage Report will display all levels of the BOM hierarchy.
The Shortage Report Summary will display the attribute fields used to define the available inventory.
You can check or uncheck the "Use" column to define which fields will be used to determine the available inventory for each item.
You can select which fields appear in the report by checking or un-checking the "Display" columns.
When the report runs, it will display the available quantity/inventory field and then determine the Calculated Qty.
The Calculated Qty field is a summation of all quantity/inventory fields.
The Req Qty (Required Quantity) field will display the quantity required to build the number of unit specified.
This is the Extended Quantity (Ext Qty) field (for the included items) multiplied by the Multiplier field.
You can change the multiplier in the Summary section.
The Shortage Report results will identify the "shortages" by using a different color.
The Summary will display the total number of shortages.
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Including/Excluding Items |
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To include or exclude items, check or uncheck the Inc checkbox.
Note: remember to click the Refresh Totals button to apply the settings.
You can configure the system to automatically include/exclude items based on the item properties.
To setup automatic inclusion/exclusion rules, select the Fields/Options button from the toolbar.
The Inclusion/Exclusion section allows you to set the following rules:
| Include lowest level items only |
Includes only items that do not contain a BOM/child items (Default) |
| Include parent items only |
Includes only items that contain a BOM/child items |
| Include level 1 (first level) items only |
Includes only first level items (sub-assemblies and their child items will be ignored) |
| Use specified attribute name/values only |
Includes only items that have the defined attribute |
| Include all items |
Includes all items |
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