Master Class

Essential Reporting Knowledge

RM Requirements

Summary

The ‘RM Requirements’ report can be used to generate a report that lists raw material requirements for production.

Report Setup

This report can be found under the ‘Stock’ header in the Jasper Reports suite, and if we select it we will see the following options for running it.

 

Here we have many different options to run this report:

  • Show – Here we can select to show jobs by their status (scheduled, pending, active, on hold) or leave blank to report on all jobs
  • From/To Date – Use these boxes to select a date range for the jobs if desired. Leaving blank will report on today’s jobs.
  • Select Job Number – We are able to search for/select a specific job here.
  • Select Site – Allows us to search for/select a specific site to report on jobs for this site only. Leaving blank searches all sites.
  • Production Locations – Here we can highlight multiple production locations to source jobs from.

 

  • Stock Locations – Allows us to specify stock locations to draw from to meet the requirements for the selected jobs. Useful is some locations may contain negative stock
  • Show Individual Stock Locations – Checking this box will split the stock report into the stock locations where they are stored.
  • Show Lot Numbers – Will show individual lots if checked. If not, total stock levels will be shown.
  • Highlight Lots Due To Expire Within (Days) – self explanatory
  • Show commodities – reports on commodities/ingredients required
  • Show formulas – reports on formula quantities required (for submixes etc.)
  • Show packaging – reports on packaging items that may be required (for products)
  • Show miscellaneous – reports on miscellaneous items that are required
  • Hide positive difference – will hide entries on the report where there is sufficient stock
  • Group by Production Location – will group the results by location rather than by commodity
  • Combine Multiple UOM for a Single Commodity – If a commodity is used with multiple UOMs across multiple formulas then the system will report the requirements in the commodity’s base unit.
  • Excel Friendly Format – formats the report to be easier for downloading/processing in excel
  • Show production Date/Job Number – only available when using the excel friendly format described above, these options will add additional columns to the report for the production date and job number respectively if checked.

Sample Report

If we run the report as we have set it up in the image above, we will generate one that looks like this:

 

Links To

  • Clicking a commodity code/description here will open a ‘Stock Level’ report for that commodity.
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