1. Top Inventory and Production Reports
April 5, 2018
Presented by:
Bryan Dehler

2. Agenda: Types of Reports Reports by Persona Inventory Reports
Production Reports
Additional Reports
Q & A

3. Types of Reports

4. Two Types of Reports in Orchestrated:
SAP Reports
Typically found directly under “Reports” in each module
Displays data on the screen
Perfect for exporting to Excel
Some allow drill in capabilities
Orchestrated Reports
Typically found directly under “Orchestrated Reports” in each module
Displays data in Crystal Reports
Perfect for printing
Some allow drill in capabilities (arrows won’t print)

5. Reports by Persona

6. Reports by Persona List of most popular reports by Persona
Peter the Inventory Guy
Bruno the Brewmaster, etc
Bookmark it and return regularly!
Perfect for those new to the system
Or to answer “what reports do others in my position ask about?”

7. Before We Get Started… Search Menus in Orchestrated
Search Reports on Support Page

8. Inventory Reports

9. [Inventory > Inventory Reports]
Inventory in Warehouse Report
[Inventory > Inventory Reports]
Why Use It?
Gives quick overview of items
Displays current and future inventory levels
In Stock – Committed + Ordered = Available

10. [Inventory > Inventory Reports]
Inventory in Warehouse Report
[Inventory > Inventory Reports]
Filters
Item Code
Vendor Code
Item Group / Properties
By Location
By Warehouse
Hide Items with No Quantity

11. [Inventory > Inventory Reports]
Inventory Audit Report
[Inventory > Inventory Reports]
Why Use It?
Shows all of the Ins/Outs for a given item
Easily Expand/Collapse the whole list
Answers the question “where did the inventory go?” or “how did this inventory get here?”

12. [Inventory > Inventory Reports]
Inventory Audit Report
[Inventory > Inventory Reports]
Filters
Dates
Item Code
Item Group / Properties
GL Accounts
Warehouses
Display/Group options at the bottom
Right click option on Item Master Data

13. [Inventory > Inventory Reports ]
Batch Number Transactions Report
[Inventory > Inventory Reports ]
Why Use It?
Displays a list of all batches in the system
Also shows increases/decreases of stock per batch
Very robust report with large range of filter/search options

14. [Inventory > Inventory Reports ]
Batch Number Transactions Report
[Inventory > Inventory Reports ]
Select
Item Code
Item Group
Item Properties
Tabs
Dates
Numberings
Warehouse BP
Documents
Right click option on Item Master Data

15. [Inventory > Inventory Reports > Orchestrated Reports]
Available to Promise
[Inventory > Inventory Reports > Orchestrated Reports]
Why Use It?
Shows un-committed inventory available for immediate delivery
Useful to view what items might need priority in production
Popular with Sales and Production staff

16. [Inventory > Inventory Reports > Orchestrated Reports]
Available to Promise
[Inventory > Inventory Reports > Orchestrated Reports]
Select
Measure
Items
Warehouses
Brands
Item Groups
Locations
Right click option on Item Master Data

17. [Inventory > Inventory Reports > Orchestrated Reports]
Future Inventory Status Analysis Report
[Inventory > Inventory Reports > Orchestrated Reports]
Why Use It?
Quickly displays 21 days of sales, purchasing and production data
Answers the question “when will I run out of XYZ?”
Red text indicates negative inventory
Easily drill in to docs to adjust dates/quantities

18. [Inventory > Inventory Reports > Orchestrated Reports]
Future Inventory Status Analysis Report
[Inventory > Inventory Reports > Orchestrated Reports]
Criteria
Date
Measure
Group By
Hide 0 Quantity Items
Displays 21 days from date entered
Double click “Ending Balance” line for details

19. [Inventory > Inventory Reports > Orchestrated Reports]
Quick Raw Inventory Report
[Inventory > Inventory Reports > Orchestrated Reports]
Why Use It?
“MRP Lite”
Allows you to see which raw materials need to be ordered and when
Handles everything MRP does except
it doesn’t incorporate forecasts
It doesn’t provide actual recommendations

20. [Inventory > Inventory Reports > Orchestrated Reports]
Quick Raw Inventory Report
[Inventory > Inventory Reports > Orchestrated Reports]
Criteria
Location
Items w/ Shortages Only
Item / Item Group Filters
On Hand vs Prod Demand vs Qty to Order
“Order By” Date

21. [Inventory > Inventory Reports > Orchestrated Reports]
Inventory Count Variance Analysis
[Inventory > Inventory Reports > Orchestrated Reports]
Why Use It?
Gives a quick analysis of Inventory Counts
Inventory Posting must be processed for $ variances to display

22. [Inventory > Inventory Reports > Orchestrated Reports]
Inventory Count Variance Analysis
[Inventory > Inventory Reports > Orchestrated Reports]
Criteria
Date
Sort By
Group By
Hide Items with no Variance
Drill in to “Count Date” to pull up Inventory Counting document

23. Production Reports

24. [Production > Production Reports > Orchestrated Reports]
Daily Production Activities
[Production > Production Reports > Orchestrated Reports]
Why Use It?
Displays upcoming production schedule activities broken down by process, day and time
Separate pages for each process
Great to review production after the fact, as well

25. [Production > Production Reports > Orchestrated Reports]
Daily Production Activities
[Production > Production Reports > Orchestrated Reports]
Criteria
Start/End Date
Process Types
Warehouse
Location
Drill in to “ORD#” to pull up PdO
Time crossed out after PdO is closed

26. [Production > Production Reports > Orchestrated Reports]
Production Dashboard
[Production > Production Reports > Orchestrated Reports]
Why Use It?
One stop shop for all of your production data needs
Displays metrics for daily production volume, avg costs, yield %, % of planned completed, etc.
Can be compared to a previous time period (e.g. last month or last quarter)

27. [Production > Production Reports > Orchestrated Reports]
Production Dashboard
[Production > Production Reports > Orchestrated Reports]
Criteria
Start/End Date
Location
Compare to
Unit of Measure
Brands
Warehouses
Item / Item Groups
Pulls up multiple page report

28. [Production > Production Reports > Orchestrated Reports]
Component Cost Analysis
[Production > Production Reports > Orchestrated Reports]
Why Use It?
Shows raw materials consumed in production by item group and brand
Includes projected and actual volume and material costs
Great for reviewing variances and auditing BOMs

29. [Production > Production Reports > Orchestrated Reports]
Component Cost Analysis
[Production > Production Reports > Orchestrated Reports]
Criteria
Start Date
End Date
Item Groups
Shows the Base vs Actual Qty/Cost and displays Variance

30. [Production > Production Reports > Orchestrated Reports]
Production Yield Summary
[Production > Production Reports > Orchestrated Reports]
Why Use It?
Shows each brand and the qty completed through each process step
Use to monitor material utilization and loss rates

31. [Production > Production Reports > Orchestrated Reports]
Production Yield Summary
[Production > Production Reports > Orchestrated Reports]
Criteria
Start/End Date
Measure
Display Level
Pulls up separate pages by brand

32. Additional Reports

33. Additional Reports Inventory Not Counted Since Backtrace Batches
QC Analysis Tool
Inventory On Hand and Aging
Location, Item, On Hand, UoM, BBLs, Value
Quick Volume Produced
Brand, Pack Type, Units, BBLs

34. One More Thing…

35. One More Thing… Okay, Technically Two… Forums Ideas Portal
Forums.orchestrated.com
Share ideas/information/reports with other Orchestrated users!
Ideas Portal
Ideas.orchestrated.com
Give Orchestra ideas on what to add/improve in the software!

36. Q & A

37. Recap: Types of Reports Reports by Persona Inventory Reports
Production Reports
Additional Reports
Q & A

38. Thank You! Orchestra Software 1400 NW Compton Dr. Suite 210
Beaverton, OR 97006 P:
Web: support.orchestrated.com
Thank you for attending today's webinar; I hope you found it beneficial! You will receive a short survey to share your feedback. If you do have any additional questions, please reach out to support or your implementation consultant. Also, any additional feedback can be sent to our Customer Success team at Have a great rest of your day!