Picker Analysis
The picker analysis report will display how many picking lists each picker has picked over the
period specified in the date filter at the top of the report. The report will also detail how many
lines on each picking list the picker has processed as well as any exceptions created by that
specific picker.
This report is directed towards Parts Managers who can monitor how effective their pickers
have been.
Parts > Distribution > Reporting > Picker Analysis
Select the Pickers name from the drop down menu, choose a date range to analyse and
select ‘Generate’. The report can be either printed or exported into Excel.
Peak Period Analysis
This peak period analysis report is designed to show which period in the day is the
departments busiest.
The report is broken down into the following categories;
Period: This is time of day broken down into one and a half hour time slots.
Enquiries: This shows a breakdown of all enquires taken relating to the time slots.
Picking Lists: This shows how many picking lists have been produced relating to the time
slots.
Lines Picked: This shows how many lines have been picked from the picking lists relating to
specific time slots.
Pick Exceptions: This will report on how many lines were not picked successfully relating to
specific time slots.
First, Pick Percentage: This will display the first pick percentage relating to specific time
slots.
Parts > Distribution . Reporting > Peak Period Analysis
Choose a date range to analyse and select ‘Generate’.
The report can be printed if required.
Van Run Analysis
The van run analysis report is designed to show how profitable each van run is.
The report can be filtered by date range and can be interrogated by Van routes and Van runs.
This is a key report for Parts Managers to analyse how profitable each van run is.
Parts > Distribution > Reporting > Van Run Analysis
Choose a Van Route and Run with a date range to analyse and select ‘Generate’.
The report can be printed or exported into Excel.
First Time Supply
This report will detail how many part lines have been successfully supplied first time.
If parts cannot be supplied first time and need to be forward ordered from another supplier
then the first time supply will be affected.
Parts > Distribution > Reporting > First Time Supply
Choose a date range to analyse then select ‘Generate’ to produce the report.
This report can be printed if required.
Parts in Transit
The parts in transit report will display any parts that have been dispatched via internal
transfers, but have not been receipted in at the requesting branch.
Also included are any parts on delivery notes to accounts that have been set as consolidated.
These will remain on the report until invoiced, as part of the End of Day.
The report can be filtered to show either internal accounts or consolidated accounts.
The results will display the date the delivery was dispatched and the delivery note number.
It will also display the part number, description, quantity, issue total and the average cost total
of the parts.
All values will be held in the Internal Transfer Suspense Nominal.
Parts > Distribution > Reporting > Parts In Transit
Select a type of either Internal Transfers or Consolidated Accounts from the drop down menu,
then click ‘Generate’ to produce the report.
The report can be printed or exported to Excel.
Delivery Exceptions
If a supplied quantity has been reduced at the point of an internal receipt taking place the
system will generate a delivery exception, the delivery exception can then be viewed and
processed by the supplying dealer.
Parts > Distribution > Reporting > Parts In Transit > Delivery Exceptions
selecting the delivery exceptions tab, the system automatically displays all outstanding
delivery exceptions.
When the delivery exceptions report is loaded the following search criteria is available.
Date Search: You can filter the search by date range by entering a date from and date to
information.
Department: You can filter the deliver exceptions by specific department.
Account: You can filter the delivery exceptions to view specific account numbers exceptions.
Deliver Note: You can filter the delivery exceptions report to display specific delivery notes
information.
Cleared: You can clear exceptions that have previously been processed by selecting this
option.
Print:
The print option gives the user the ability to produce a print containing the delivery exceptions
displayed on the screen.
Resend:
If the supplying site acknowledges that the problem lies with them, this will supply another
part from stock.
At the point of the re-send option being selected the system will prompt for details of the van
route and run the part is to be allocated to. A re-supply not will be generated and attached to
this delivery.
At the point of a re-supply note being generated the following accounts posting are made.
• Credit the supplying sites internal suspense nominal code for the average cost of the
part at the point of the original delivery note being raised, this will clear this nominal
code to 0.00 for the corresponding delivery.
• Debit the supplying sites receipt adjustment nominal code for the average cost of the
part record at the point of the original delivery note being raised.
Unable to Resend:
If the supplying site acknowledges that the problem lies with them and do not have stock of
the part, the Unable to Resend option can be selected.
When the Unable to Resend option is selected a Receipt Exception is generated at the
requesting site. (Please refer to Receipt Exceptions).
At the point of the Unable to Resend option being selected the following accounts posting are
created.
• Credit the supplying sites internal suspense nominal code for the average cost of the
part at the point of the original delivery note being raised, this will clear this nominal
code to 0.00 for the corresponding delivery.
• Debit the supplying sites receipt adjustment nominal code for the average cost of the
part record at the point of the original delivery note being raised.
Receipt Issue:
If the receipting site acknowledges that the problem lies with them the Receipt Issue option
can be selected.
This generates a Receipt Exception at the requesting site. (Please refer to Receipt
Exceptions).
At the point of selecting Receipt Issue the following accounts posting are created.
• Credit the supplying sites internal suspense nominal code for the average cost of the
part at the point of the original delivery note being raised, this will clear this nominal
code to 0.00 for the corresponding delivery.
• Debit the requesting sites receipt adjustment nominal code for the average cost of the
part record at the point of the original delivery note being raised.
Delivery Exceptions
If a supplied quantity has been reduced at the point of an internal receipt taking place the
system will generate a delivery exception, the delivery exception can then be viewed and
processed by the supplying dealer.
Parts Distribution Reporting Parts In Transit Delivery Exceptions
Selecting the delivery exceptions tab, the system automatically displays all outstanding
delivery exceptions.
When the delivery exceptions report is loaded the following search criteria is available.
Date Search: You can filter the search by date range by entering a date from and date to
information.
Department: You can filter the deliver exceptions by specific department.
Account: You can filter the delivery exceptions to view specific account numbers exceptions.
Deliver Note: You can filter the delivery exceptions report to display specific delivery notes
information.
Cleared: You can clear exceptions that have previously been processed by selecting this
option.
Clicking on either the part number or description will display the part record, clicking on the delivery note number will display the original delivery document.
When processing a Delivery Exception four options are available.
Print:
The print option gives the user the ability to produce a print containing the delivery exceptions
displayed on the screen.
Resend:
If the supplying site acknowledges that the problem lies with them, this will supply another
part from stock.
At the point of the re-send option being selected the system will prompt for details of the van
route and run the part is to be allocated to. A re-supply not will be generated and attached to
this delivery.
At the point of a re-supply note being generated the following accounts posting are made.
• Credit the supplying sites internal suspense nominal code for the average cost of the
part at the point of the original delivery note being raised, this will clear this nominal
code to 0.00 for the corresponding delivery.
• Debit the supplying sites receipt adjustment nominal code for the average cost of the
part record at the point of the original delivery note being raised.
Unable to Resend:
If the supplying site acknowledges that the problem lies with them and do not have stock of
the part, the Unable to Resend option can be selected.
When the Unable to Resend option is selected a Receipt Exception is generated at the
requesting site. (Please refer to Receipt Exceptions).
At the point of the Unable to Resend option being selected the following accounts posting are
created.
• Credit the supplying sites internal suspense nominal code for the average cost of the
part at the point of the original delivery note being raised, this will clear this nominal
code to 0.00 for the corresponding delivery.
• Debit the supplying sites receipt adjustment nominal code for the average cost of the
part record at the point of the original delivery note being raised.
Receipt Issue:
If the receipting site acknowledges that the problem lies with them the Receipt Issue option
can be selected.
This generates a Receipt Exception at the requesting site. (Please refer to Receipt
Exceptions).
At the point of selecting Receipt Issue the following accounts posting are created.
• Credit the supplying sites internal suspense nominal code for the average cost of the
part at the point of the original delivery note being raised, this will clear this nominal
code to 0.00 for the corresponding delivery.
• Debit the requesting sites receipt adjustment nominal code for the average cost of the
part record at the point of the original delivery note being raised.