To facilitate sorting of data, reporting sets provide a method of organizing and reporting inventory utilization by specific product classes, groups, or products.
e.g. Sets can be established to collect usage information about certain air compressors that need to be analyzed, as opposed to all compressors in your fleet.
The inventory sets can be defined in Reporting Sets to be
used in reports generated from:
Optionally, owners setup in Set ID
Owners can also be assigned sets in Assign
Sets to Owners so that the reports can be generated by
Owner.
This allows your managers to customize their set selections, and to
generate utilization reports reflecting only their own equipment
responsibilities.
The prompts to create utilization sets are:
In 'Change' mode, enter an existing Set ID or select one from the Reporting Set Search window.
These sets can be used to trigger various utilization, ROI, and revenue reports, or can be assigned to owners in Assign Sets to Owners to further customize the report selections.
ACTIONS:
Additional actions provided by buttons on
the Reporting Sets screen include:
When making changes to the data, only the Item Number
column representing the Product or Group can be changed and new
items can be added to a Set but only if the 'Set ID' already
exists.
A new 'Set ID' can be added manually in this "Reporting Sets"
maintenance utility or added using the Import IDs
action.
Items deleted from the spreadsheet data are only deleted in the
import file and are not permanently removed from the Reporting
Set.
When the changes to the spreadsheet are completed, save the spreadsheet to a "tab-delimited" text file in preparation for uploading it to the server and then importing the data.
Update the new Data to the Set Details table:
Click the IMPORT ITEMS button to upload the revised
'Set Detail' data for Group, Class, and/or Product that has been
saved as a "tab-delimited" text file to the server using the
Select a File to Upload tool, and to import
the data back into the 'Set Details' table in SRM.
A report on the number of items updated is triggered and confirmation is required before the update to the Set Details table is executed.
Export/Import IDs only
When the additions to the spreadsheet are completed, save the spreadsheet to a "tab-delimited" text file in preparation for uploading it to the server and then importing the new Set IDs.
Update the new Data to the Set IDs table:
Click the IMPORT IDS button to upload any new 'Set
ID' records that have been saved as a "tab-delimited" text file
using the Select a File to Upload tool and
to import the new records back into the Set ID table.
A report on the number of items updated is triggered and confirmation is required before the update to the Set ID table is executed.
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