Annata idms analytics - users guide dynamics ax 2012

Implementation Guide
Annata IDMS for Dynamics AX 2012
Analytics
April 2012

©2012 ANNATA

MICROSOFT DYNAMICS AX with IDMS

1

Using this document
This document is an overview of Microsoft Dynamics AX with IDMS add-on.

Disclaimer
The use of Microsoft Dynamics AX described in this document is intended as examples only and is not
intended to describe the only way to use the functionality of the Microsoft Dynamics AX product or the
IDMS add-on solution.
This material is for informational purposes only.
Annata hf. disclaims all warranties and conditions with regard to use of the material for other purposes.
Annata hf. shall not, at any time, be liable for any special, direct, indirect or consequential damages,
whether in an action of contract, negligence or other action arising out of or in connection with the use
or performance of the material. Nothing herein should be construed as constituting any kind of
warranty.
The names of actual companies and products mentioned herein may be the trademarks of their
respective owners.
Copyright Notice:
Copyright © 2012 Annata hf., Iceland. All rights reserved.
Trademark Notice:
Microsoft, Axapta, Navision and Dynamics AX, are either registered trademarks or trademarks of
Microsoft Corporation or FRx Software Corporation, or Microsoft Business Solutions ApS or their
affiliates in the United States and/or other countries. FRx Software Corporation and Microsoft Business
Solutions ApS are subsidiaries of Microsoft Corporation.
Document version: 6.0/6.0.601.2

©2012 ANNATA


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Table of Contents
Role Center .................................................................................................................................................. 8
Cues .......................................................................................................................................................... 9
KPI‘s .......................................................................................................................................................... 9
Quick links ................................................................................................................................................ 9
Worklist .................................................................................................................................................. 10
Reports ................................................................................................................................................... 11
Report called from a menu in Dynamics Ax........................................................................................ 11
Master detail report ........................................................................................................................... 12
Detail report ....................................................................................................................................... 14
Refreshing of reports previously opened in the current session ....................................................... 14
Detailed list of role centers ........................................................................................................................ 15
After Sales Manager ............................................................................................................................... 15
CEO ......................................................................................................................................................... 15
CFO ......................................................................................................................................................... 16
Claims Manager ...................................................................................................................................... 16
Device Purchases New ........................................................................................................................... 17
Device Purchases Used ........................................................................................................................... 17
Device Sales Dealer ................................................................................................................................ 18
Device Sales Importer............................................................................................................................. 18
Device Sales Manager ............................................................................................................................ 19
Mechanic ................................................................................................................................................ 19
Parts Manager ........................................................................................................................................ 20
Parts Purchases ...................................................................................................................................... 20
Parts Sales .............................................................................................................................................. 20
Rental Manager ...................................................................................................................................... 21
Rental Officer ......................................................................................................................................... 21
Service Manager ..................................................................................................................................... 22
Workshop Foreman ................................................................................................................................ 22
Workshop Reception .............................................................................................................................. 23
Detailed list of cues .................................................................................................................................... 24
Approved transfer orders ....................................................................................................................... 25
Cases Awaiting........................................................................................................................................ 26

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Cases confirmed orders .......................................................................................................................... 26
Cases due................................................................................................................................................ 26
Cases due in next 30 days ...................................................................................................................... 27
Cases in process...................................................................................................................................... 27
Cases open.............................................................................................................................................. 27
Cases open recalls .................................................................................................................................. 28
Cases open recall lines ........................................................................................................................... 28
Cases planned ordes next 30 days ......................................................................................................... 28
Cases ready for invoicing ........................................................................................................................ 29
Cases recalls to be claimed..................................................................................................................... 29
Claims inbound confirmed last 30D ....................................................................................................... 29
Claims inbound declined last 30 days .................................................................................................... 30
Claims inbound in review ....................................................................................................................... 30
Claims inbound not processed ............................................................................................................... 30
Claims outbound confirmed ................................................................................................................... 31
Claims outbound declined last 30 days .................................................................................................. 31
Claims outbound not invoiced ............................................................................................................... 31
Claims Outbound Not Processed............................................................................................................ 31
Claims outbound with errors ................................................................................................................. 32
Claims rejected – last 30 days ................................................................................................................ 32
Contracts due but not closed ................................................................................................................. 32
Contract due in collection ...................................................................................................................... 33
Contracts due in 30 days ........................................................................................................................ 33
Device deliveries next 7 days ................................................................................................................. 34
Device order change............................................................................................................................... 34
Device order rejection ............................................................................................................................ 34
Device preorders .................................................................................................................................... 35
Device sales order .................................................................................................................................. 35
Device sales order not on hand .............................................................................................................. 35
Device sales quotation ........................................................................................................................... 35
Device sales quotation overdue ............................................................................................................. 36
Device sales quotation overdue last 7 days ........................................................................................... 36
Device shipments in 30 days .................................................................................................................. 37
Device shipments in 60 days .................................................................................................................. 37
Device – New – Awaiting shipping ......................................................................................................... 37

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Device – New – Change request............................................................................................................. 38
Device – New – Confirmed purchase orders .......................................................................................... 38
Device – New – Delayed delivery ........................................................................................................... 38
Device – New – Expected delivery N7D ................................................................................................. 39
Device – New – Expected delivery N30D ............................................................................................... 39
Device – New – Expected delivery N90D ............................................................................................... 39
Device – New – In shipping .................................................................................................................... 40
Device – New – My purchase orders ...................................................................................................... 40
Device – New – New on hand L7D ......................................................................................................... 40
Devices delayed deliveries ..................................................................................................................... 41
Devices from PDI .................................................................................................................................... 41
Devices from PDI overdue ...................................................................................................................... 41
Devices incoming next 30 days .............................................................................................................. 42
Devices invoiced last 7 days ................................................................................................................... 42
Devices invoiced last 30 days ................................................................................................................. 42
Devices INCOMING – All ......................................................................................................................... 43
Devices on HAND – All ............................................................................................................................ 43
Devices on HAND – New ........................................................................................................................ 43
Devices on HAND - 30+........................................................................................................................... 44
Devices on HAND - 60+........................................................................................................................... 44
Devices on HAND - 120+......................................................................................................................... 44
Device – Used – Awaiting shipping ........................................................................................................ 45
Device – Used – Change request ............................................................................................................ 45
Device – Used – Confirmed purchase orders ......................................................................................... 45
Device – Used – Delayed delivery .......................................................................................................... 46
Device – Used – Expected deliveries N7D .............................................................................................. 46
Device – Used – Expected deliveries N30D ............................................................................................ 46
Device – Used – Expected deliveries N90D ............................................................................................ 47
Device – Used – In shipping.................................................................................................................... 47
Device – Used – My purchase orders ..................................................................................................... 47
Device – Used – New on hand L7D......................................................................................................... 48
Device – Used – On hand ....................................................................................................................... 48
Devices – Used - On HAND - 30+ ............................................................................................................ 48
Devices – Used - On HAND - 60+ ............................................................................................................ 49
Devices – Used - On HAND - 120+ .......................................................................................................... 49

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My due cases .......................................................................................................................................... 49
My invoiced devices ............................................................................................................................... 50
My open cases ........................................................................................................................................ 50
My open devices..................................................................................................................................... 51
My rental orders..................................................................................................................................... 51
My transfer orders ................................................................................................................................. 51
Parts emergency orders ......................................................................................................................... 52
Parts my open sales orders .................................................................................................................... 52
Parts my purchase orders....................................................................................................................... 52
Parts open sales orders .......................................................................................................................... 53
Parts planned purchase orders .............................................................................................................. 53
Parts planned purchase orders next 30 days ......................................................................................... 54
Parts purchase orders overdue .............................................................................................................. 54
Parts sales quotation next 7 days........................................................................................................... 54
Parts shipped but not invoiced .............................................................................................................. 55
Rental deliveries next 7 days .................................................................................................................. 55
Rental deliveries today ........................................................................................................................... 55
Rental deliveries overdue....................................................................................................................... 56
Rental devices in transit ......................................................................................................................... 56
Rental quotations ................................................................................................................................... 56
Rental returns due in 30 days................................................................................................................. 57
Rental returns next 7 days ..................................................................................................................... 57
Rental returns overdue .......................................................................................................................... 58
Rental returns today............................................................................................................................... 58
Rental transfer arrival next 7 days ......................................................................................................... 58
Rental transfer arrival today .................................................................................................................. 59
Rental transfer departure next 7 days ................................................................................................... 59
Rental transfer departure today ............................................................................................................ 59
Transfers awaiting approval ................................................................................................................... 60
Transfer orders in transit........................................................................................................................ 60
Detailed list of reports ............................................................................................................................... 61
Case CPU analysis ................................................................................................................................... 61
Case CPU analysis – RC ........................................................................................................................... 61
Case margin analysis .............................................................................................................................. 61
Case margin analysis - RC ....................................................................................................................... 61

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Case revenue trend – RC ........................................................................................................................ 61
Device age analysis ................................................................................................................................. 62
Device age analysis – RC ......................................................................................................................... 62
Device inventory activity ........................................................................................................................ 62
Device inventory activity – RC ................................................................................................................ 62
Device inventory management .............................................................................................................. 63
Device inventory management – RC ...................................................................................................... 63
Device on hand value trend ................................................................................................................... 63
Device on hand value trend – RC ........................................................................................................... 63
Device sales margin ................................................................................................................................ 64
Device sales margin – RC ........................................................................................................................ 64
Device sales orders ................................................................................................................................. 64
Device sales orders – RC ......................................................................................................................... 64
Device sales quantity by brand .............................................................................................................. 64
Device sales quantity by brand – RC ...................................................................................................... 65
Device sales w/additions YTD ................................................................................................................. 65
Device sales w/additions YTD – RC......................................................................................................... 65
Device sales YTD ..................................................................................................................................... 65
Device sales YTD – RC ............................................................................................................................. 65
Item inventory activity ........................................................................................................................... 66
Item inventory activity – RC ................................................................................................................... 66
Item inventory management ................................................................................................................. 66
Item inventory management - RC .......................................................................................................... 67
Item on hand trend against sales ........................................................................................................... 67
Item on hand trend against sales – RC ................................................................................................... 67
Item on hand value trend ....................................................................................................................... 68
Item on hand value trend – RC............................................................................................................... 68
Reservation – RC..................................................................................................................................... 68
Work center efficiency ........................................................................................................................... 68
Work center efficiency – RC ................................................................................................................... 69
Work center productivity ....................................................................................................................... 69
Work center productivity – RC ............................................................................................................... 69

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Role Center
A number of Role Centers are being deployed with this version of IDMS 6.05, those are:
-

After Sales Manager
CEO
CFO
Claims Manager
Device Purchases New
Device Purchases Used
Device Sales Dealer
Device Sales Importer
Device Sales Manager
Mechanic
Parts Manager
Parts Purchases
Parts Sales
Rental Manager
Rental Officer
Service Manager
Workshop Foreman
Workshop Reception

Role Center pages contain various pieces, or Web parts, that display information. Each Role Center has
its own cues, KPI‘s, quick links, reports and work lists to best suit the needs of each role within the
company. The user can personalize it‘s role center for a more focused view.
Users are assigned to Role Centers based on user profiles, which are sets of default information for a
specific role in the organization. Each user is assigned to a user profile, and a Role Center is specified for
each profile.
Please contact your administrator if you encounter problems with the Role Centers.

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CUES
Cues Web parts display Cues, which are visual representations of your workload that display an
overview of your work items and other tasks that you need to complete. The Cues are saved filtered
views of form or list page information. When you click a Cue, the associated form or list page opens and
the filtered view is displayed. Detailed list of cues is in the next chapter.

KPI‘S
The Key Performance Indicators (KPI) gives an overall view of how the company is performing where the
performance goal is compared to actual performance. KPI‘s are business metrics that can be
summarized in terms of a comparison, goal, value and status.
Depending on how the information was created, drilldown functionality might be included so that you
can view more details about the data. If the information is displayed from a cube, the cube will need to
be refreshed before the information in the report or KPI will be refreshed.

QUICK LINKS
Quick links display links to forms, reports, list pages and websites, including Enterprise Portal pages.
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WORKLIST
The work list is a list of tasks assigned to the user that have been generated by a workflow, such as
pending approvals or alerts. You can use this list to view the status of these items and see when action
is required.

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REPORTS
A number of reports are being deployed with this version of IDMS that are built on the OLAP cubes that are also deployed as part of IDMS 6.05. There
are two types of reports. The detail reports are available through menus in Dynamics Ax, while the summary reports are used in the setup of Role
Centers.
The summary reports are usually graphic reports that show summarized information about the report data, while the detail reports are set up as
matrixes that show the data in much more detail.
A number of steps are necessary to set up and deploy the reports. If this has not already been done, you will receive error messages when opening
roles centers and menu items that feature OLAP reports. A detailed list of reports is in the chapter below.
Report called from a menu in Dynamics Ax

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Parameter tool bar. To open the parameter
section, press the arrow to the left of
Options. The user changes the parameters as
needed and then selects the Run button.

To drill down or up in order to view more or less detail, the user selects the + or – in front of the chosen field.
Master detail report
The master report is opened through a menu in Dynamics Ax.
The detail report is opened by clicking on the underlined field, in this instance, the name of the Item minor group. The detail report opens in the
same window as the master report.
In order for the field to be underlined, and the detail report to work correctly, the user must first chose a particular Site and Warehouse and clicks
View Report. It is not possible to view a detail report for All sites and/or All warehouses.

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Choose a particular Site
and Warehouse, not All

Detail report
field

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Detail report
The detail report opens in a new window so that the user can view both master and detail reports at once.

Refreshing of reports previously opened in the current session
When opening the reports the default behaviour is that the parameter values for each report are set to the default value as defined in the report
specification. If the logged-on user has not opened the report in the current Dynamics Ax session, the report is refreshed. If the report has been
opened earlier in the user’s session, it open with the last chosen parameters and refreshes according to those parameters.

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Detailed list of role centers
AFTER SALES MANAGER
Role Center
After Sales Manager
Cues displayed in Role Center
Label
Cases Planned Orders Next 30 Days
My Open Cases
Cases Open Recall Lines
Cases Ready for Invoicing
Claims Outbound Declined Last 30 Days

Name
AMCaseMPOrdersPlanned30D
AMCaseMyOpenCases
AMCaseRecallLineOpen
AMCaseTableListPageInvoiceReady
AMClaimOutboundDeclined30D

CEO
Role Center
CEO
Label
Device Sales Quotation
Device Sales Quotation Overdue
Device Sales Order
Device Sales Order not On Hand
Parts Open Sales Orders
Cases Due
Cases Open
Claims Inbound Confirmed
Claims Outbound Confirmed
Devices Incoming - All
Devices on Hand - All
Devices on hand - New
Device – Used – On Hand
Devices Invoiced Last 7 Days
Parts Shipped But Not Invoiced

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Name
AMDeviceSaleQuotation
AMDeviceSaleQuotationOD
AMDeviceSalesOrder
AMDeviceSalesOrderNotOnHand
AMPartsOpenSalesOrders
AMCaseDueCases
AMCaseOpenCases
AMClaimInboundConfirmed
AMClaimOutboundConfirmed
AMDeviceIncomingDevicesAll
AMDeviceStockAll
AMDeviceStockNew
AMDeviceUsedOnHandAll
AMDevicesInvoicedL7D
AMPartsShippedButNotInvoiced


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CFO
Role Center
CFO
Label
Contracts due in 30 Days
Cases Due
Cases Open
Cases Open Recalls
Devices Incoming – All
Devices on Hand – All
Devices on Hand – New
Device – Used – on Hand

Name
AMContractDue30D
AMCaseDueCases
AMCaseOpenCases
AMCaseOpenRecalls
AMDeviceStockAll
AMDeviceStockNew

CLAIMS MANAGER
Role Center
Claims Manager
Label
Claims Inbound Declined Last 30 Days
Claims Inbound in Review
Claims Inbound not Processed
Claims Outbound Not Invoiced
Claims Outbound Not Processed
Claims Outbound with Errors
Claims Rejected – Last 30 Days

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Name
AMClaimInboundDeclined30D
AMClaimInboundInReview
AMClaimInboundNotProcessed
AMClaimOutboundNotInvoiced
AMClaimOutboundNotProcessed
AMClaimOutboundWithError
AMClaimRejected30D


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DEVICE PURCHASES NEW
Role Center
Label
Device – New – Awaiting Shipping
Device – New – Change Request
Device – New – Confirmed Purchase Orders
Device – New – In Shipping
Device – New – My Purchase Orders
Device – New – Delayed Delivery
Device – New – Expected Delivery N30D
Device – New – New on Hand L7D

Name
AMDeviceNewAwaitingShipping
AMDeviceNewChangeRequest
AMDeviceNewConfirmedPurchOrder
AMDeviceNewInShipping
AMDeviceNewMyPurchOrders
AMDeviceNewDelayedDelivery
AMDeviceNewExpDeliveryN30D
AMDeviceNewNewOnHandL7D

DEVICE PURCHASES USED
Role Center
Label
Device – Used – Awaiting Shipping
Device – Used – Change Request
Device – Used – Confirmed Purchase Orders
Device – Used – In Shipping
Device – Used – My Purchase Orders
Device – Used – Delayed Delivery
Device – Used – Expected Delivery N30D
Device – Used – New on Hand L7D

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Name
AMDeviceUsedAwaitingShipping
AMDeviceUsedChangeRequest
AMDeviceUsedConfirmedPurch
AMDeviceUsedInShipping
AMDeviceUsedMyPurchOrders
AMDeviceUsedDelayedDelivery
AMDeviceUsedExpDeliveryN30D
AMDeviceUsedExpDeliveryN90
AMDeviceUsedNewOnHandL7D


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DEVICE SALES DEALER
Role Center
Device Sales Dealer
Label
Device Sales Quotation
Device Sales Quotation Overdue Last 7 Days
Device Sales Order
Device – New – Delayed Delivery
Device Sales Order not on Hand
Devices From PDI
Device from PDI Overdue

Name
AMDeviceSaleQuotation
AMDeviceSaleQuotationODL7D
AMDeviceSalesOrder
AMDeviceSalesOrderNotOnHand
AMDevicesFromPDI
AMDevicesFromPDIOverdue

DEVICE SALES IMPORTER
Role Center
Label
Devices on Hand – 120D+
Transfers awaiting approval
Devices Incoming Next 30 Days
Device Order Change
Device Order Rejection
Device Preorders
Device Shipments in 30 Days

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Name
AMDeviceStock120D
AMDeviceStock30D
AMDeviceStock60D
AMDeviceStockAll
AMDeviceStockNew
AMDeviceTransferAwaiting
AMDeviceIncomingDevices30D
AMDeviceOrderChange
AMDeviceOrderRejection
AMDevicePreorders
AMDeviceShipment30D


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DEVICE SALES MANAGER
Role Center
Label
Device – Used – On Hand
Contracts Due in 30 Days
Contracts Due but not Closed
Devices Incoming Next 30 Days
Device Shipments in 30 Days
Transfers Awaiting Approval

Name
AMDeviceStock120D
AMDeviceStock30D
AMDeviceStock60D
AMDeviceStockAll
AMDeviceStockNew
AMContractDue30D
AMContractDueNotClosed
AMDeviceShipment30D

MECHANIC
Role Center
Mechanic
Label
Cases Due in Next 30 Days
My Due Cases
My Open Cases
Cases Awaiting

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Name
AMCaseDueCasesN30D
AMCaseMyDueCases
AMCaseMyOpenCases
AMCaseTableListPageAwaiting


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PARTS MANAGER
Role Center
Parts Manager
Label
Parts Emergency Orders
Parts Planned Purchase Orders
Parts Planned Purchase Orders Next 30 Days
Parts Open Sales Orders

Name
AMPartsEmergencyOrders
AMPartsPlannedPurchOrders
AMPartsPlannedPurchOrdersN30D

PARTS PURCHASES
Role Center
Parts Purchases
Label
Parts My Purchase Orders
Parts Planned Purchase Orders
Parts Planned Purchase Orders Next 30 Days
Parts Purchase Orders Overdue

Name
AMPartsMyPurchaseOrders
AMPartsPurchOrdersOverdue

PARTS SALES
Role Center
Parts Sales
Label
Parts My Open Sales Orders

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Name
AMPartsMyOpenSalesOrders


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RENTAL MANAGER
Role Center
Rental Manager
Label
Rental Deliveries Today
Rental Deliveries Overdue
Rental Returns Overdue
Rental Returns Today
Rental Quotations
Rental Transfer Arrival Next 7 Days
Rental Transfer Arrival Today
Rental Transfer Departure Next 7 Days
Rental Transfer Departure Today

Name
AMRentDeviceDeliveries
AMRentDeviceDeliveriesOver
AMRentDeviceReturnsOverdue
AMRentDeviceReturnsToday
AMRentQuotations
AMRentDeviceArrivalN7D
AMRentDeviceArrivalToday
AMRentDeviceDepartN7D
AMRentDeviceDepartToday

RENTAL OFFICER
Role Center
Rental Officer
Label
Rental Deliveries Today
Rental Deliveries Overdue
Rental Returns Overdue
Rental Returns Today
My Rental Orders
Rental Transfer Arrival Next 7 Days
Rental Transfer Arrival Today
Rental Transfer Departure Next 7 Days
Rental Transfer Departure Today

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Name
AMRentMyRentalOrders


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SERVICE MANAGER
Role Center
Service Manager
Label
Cases Due
Cases Open
Cases Awaiting
Cases in Process
Cases Open Recalls
Cass Open Recall Lines
Cases Recalls To Be Claimed
Claims Inbound Declined Last 30 Days
Claims Inbound in Review
Claims Inbound Not Processed
Claims Outbound Not Invoiced
Claims Outbound Not Processed
Claims Outbound With Errors
Claims Rejected Last 30 Days

Name
AMCaseDueCases
AMCaseDueCasesN30D
AMCaseOpenCases
AMCaseTableListPageInProcess
AMCaseOpenRecalls
AMCaseRecallsToBeClaimed
AMClaimRejected30D

WORKSHOP FOREMAN
Role Center
Workshop Foreman
Label
Cases Confirmed Orders
Cases Planned Orders Next 30 Days
My Due Cases
My Open Cases

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Name
AMCaseMPOrdersConfirmed
AMCaseMyDueCases
AMCaseMyOpenCases


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WORKSHOP RECEPTION
Role Center
Workshop Reception
Label
Cases Due
Cases Open
Cases Awaiting
Cases in Process
Cases Open Recalls
Cases Open Recall Lines
Cases Recalls to be Claimed

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Name
AMCaseDueCases
AMCaseDueCasesN30D
AMCaseOpenCases
AMCaseOpenRecalls


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Detailed list of cues
To set up the Cue parameters, chose Organization Administration->Setup->Role Center->Cue Query Parameters



Device sales pools need to be set for the following Device associated Cues
o AMDeviceDeliveriesN7D
o AMDeviceSaleQuotation
o AMDeviceSaleQuotationOD
o AMDeviceSaleQuotationODL7D
o AMDeviceSalesOrder
o AMDeviceSalesOrder
o AMDevicesInvoicedL30D
o AMDevicesInvoicedL7D

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

Parts Sales pools need to be set for the following Parts associated Cues.
o AMPartsEmergencyOrders
o AMPartsMyOpenSalesOrders
o AMPartsMyPurchaseOrders
o AMPartsOpenSalesOrders
o AMPartsPurchOrdersOrverdue
o AMPartsSalesQuotationsN7D
o AMPartsShippedButNotInvoic



Parts emergency delivery terms need to also be set for the following Parts associated Cues.
o AMPartsEmergencyOrders



Item groups need to be set for the following Parts associated Cues.
o AMPartsPlannedPurchOrders - Item groups need to be set manually for the Cue
o AMPartsPlannedPurchOrdersN - Item groups need to be set manually for the Cue

APPROVED TRANSFER ORDERS
Label
Approved transfer orders
Table
Transfer order

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Advanced filter
Field
Criteria
Status
Approved

Cue ID
AMDeviceTransferApproved
Standard

Displayed in Role Centers
IDMS


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CASES AWAITING
Label
Cases awaiting
Table
Cases

Cue ID
Advanced filter
Field
Criteria
Status
Awaiting

Standard

IDMS
Mechanic
Service Manager
Workshop Reception

CASES CONFIRMED ORDERS
Label
Cases confirmed orders
Table
Planned orders

Advanced filter
Field
Criteria
Status
Confirmed

Cue ID
AMCaseMPOrdersConfirmed
Standard

IDMS
Workshop Foreman

CASES DUE
Label
Cases due
Table
Cases
Cases

©2012 ANNATA

Cue ID
AMCaseDueCases
Advanced filter
Field
Criteria
Status
Created .. Awaiting
End date
(LessThanDate(0))

Standard

IDMS
CEO
CFO
Service Manager
Workshop Reception


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CASES DUE IN NEXT 30 DAYS
Label
Cases due in next 30 days
Table
Cases
Cases

Advanced filter
Field
Criteria
Status
Created .. Awaiting
End date
(DayRange (0,30))

Cue ID
AMCaseDueCasesN30D
Standard

IDMS
Mechanic
Service Manager
Workshop Reception

CASES IN PROCESS
Label
Cases in process
Table
Cases

Cue ID
Advanced filter
Field
Criteria
Status
In process

Standard

IDMS
Service Manager
Workshop Reception

CASES OPEN
Label
Cases open
Table
Cases

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Cue ID
AMCaseOpenCases
Advanced filter
Field
Criteria
Status
Created .. Awaiting

Standard

IDMS
CEO
CFO


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Service Manager
Workshop Reception

CASES OPEN RECALLS
Label
Cases open recalls
Table
Cases
Cases
Cases

Cue ID
AMCaseOpenRecalls
Advanced filter
Field
Criteria
Base type
External
Recall number
!““
Status
.. Awaiting

Standard

IDMS
CFO
Service Manager
Workshop Reception

CASES OPEN RECALL LINES
Label
Cases open recall lines
Table
Cases recalls

Advanced filter
Field
Criteria
Recall status
!Closed

Cue ID
Standard

IDMS
After Sales Manager
Service Manager
Workshop Reception

CASES PLANNED ORDES NEXT 30 DAYS
Label
Cases planned orders next 30 days
Advanced filter
Table
Field
Criteria
Planned orders
Status
Planned
Planned orders
Start date
(DayRange(0,30))

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Cue ID
Standard

IDMS
After Sales Manager
Workshop Foreman


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CASES READY FOR INVOICING
Label
Cases ready for invoicing
Table
Cases

Advanced filter
Field
Criteria
Status
Reviewed

Cue ID
Standard
IDMS
After Sales Manager
Service Manager

Workshop Foreman
Workshop Reception

CASES RECALLS TO BE CLAIMED
Label
Cases recalls to be claimed
Table
Cases
Cases
Cases

Advanced filter
Field
Criteria
Base type
External
Recall number
!““
Status
Reviewed

Cue ID
Standard

IDMS
Service Manager
Workshop Reception

CLAIMS INBOUND CONFIRMED LAST 30D
Label
Claims inbound confirmed
Table
Claims
Claims
Claims

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Advanced filter
Field
Criteria
Status
Confirmed
Direction
Inbound
Status date
(dayRange(-30,0))

Cue ID
Standard

IDMS
CEO
CFO


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Claims Manager
Service Manager

CLAIMS INBOUND DECLINED LAST 30 DAYS
Label
Claims inbound declined last 30 days
Advanced filter
Table
Field
Criteria
Claims
Status
Declined
Claims
Direction
Inbound
Claims
Status date
(DayRange(-30,0))

Cue ID
Standard

IDMS
Claims Manager
Service Manager

CLAIMS INBOUND IN REVIEW
Label
Claims inbound in review
Table
Claims
Claims

Advanced filter
Field
Criteria
Status
In review
Direction
Inbound

Cue ID
Standard

IDMS
Claims Manager
Service Manager

CLAIMS INBOUND NOT PROCESSED
Label
Claims inbound not processed
Advanced filter
Table
Field
Criteria
Claims
Status
Created
Claims
Direction
Inbound

©2012 ANNATA

Cue ID
Standard

IDMS
Claims Manager
Service Manager


30

CLAIMS OUTBOUND CONFIRMED
Label
Claims outbound confirmed
Advanced filter
Table
Field
Criteria
Claims
Status
Confirmed
Claims
Direction
Outbound

Cue ID
Standard

IDMS
CEO
CFO

Claims Manager
Service Manager

CLAIMS OUTBOUND DECLINED LAST 30 DAYS
Label
Claims outbound declined last 30 days
Advanced filter
Table
Field
Criteria
Claims
Status
Declined
Claims
Direction
Outbound
Claims
Status date
(DayRange(-30,0))

Cue ID
Standard

IDMS
After Sales Manager
CEO
CFO

CLAIMS OUTBOUND NOT INVOICED
Label
Claims outbound not invoiced
Advanced filter
Table
Field
Criteria
Claims
Status
Approved
Claims
Invoice status
Preliminary invoice

Cue ID
Standard

IDMS
Claims Manager
Service Manager

CLAIMS OUTBOUND NOT PROCESSED
Label
©2012 ANNATA

Cue ID

31

Claims Manager
Service Manager

Claims outbound not processed
Advanced filter
Table
Field
Criteria
Claims
Status
Created
Claims
Direction
Outbound

Standard

IDMS
Claims Manager
Service Manager

CLAIMS OUTBOUND WITH ERRORS
Label
Claims outbound with errors
Advanced filter
Table
Field
Criteria
Claims
Status
Error
Claims
Direction
Outbound

Cue ID
Standard

IDMS
Claims Manager
Service Manager

CLAIMS REJECTED – LAST 30 DAYS
Label
Claims rejected – last 30 days
Advanced filter
Table
Field
Criteria
Claims
Status
Rejected
Claims
Direction
Outbound
Claims
Status date
(DayRange(-30,0))

Cue ID
AMClaimRejected30D
Standard

IDMS
Claims Manager
Service Manager

CONTRACTS DUE BUT NOT CLOSED
Label
Contracts due but not closed
Advanced filter
©2012 ANNATA

Cue ID
AMContractDueNotClosed

32

Table
Contracts
Contracts

Field
Collection status
End date

Criteria
Active, Closure
(LessThanDate(0))

Standard

IDMS

CONTRACT DUE IN COLLECTION
Label
Contract due in collection
Table
Contract lines
Contract lines

Advanced filter
Field
Criteria
Collection status
Active
Collected to
(LessThanDate(0))

Cue ID
AMContractDueCollection
Standard

IDMS

CONTRACTS DUE IN 30 DAYS
Label
Contracts due bin 30 days
Table
Contracts
Contracts

©2012 ANNATA

Advanced filter
Field
Criteria
Collection status
Active, Closure
End date
(DayRange(0,30))

Cue ID
AMContractDue30D
Standard

IDMS
CFO


33

DEVICE DELIVERIES NEXT 7 DAYS
Label
Cue ID
Device deliveries next 7 days
AMDeviceDeliveriesN7D
Advanced filter
Table
Field
Criteria
Standard
Sales orders
Return status
!Cancelled, !Created
Sales orders
Pool
(currentDeviceSalesPool())
Sales orders
Ship date
(dayRange(0,7))

IDMS

DEVICE ORDER CHANGE
Label
Device order change
Table
Devices

Cue ID
AMDeviceOrderChange
Advanced filter
Field
Criteria
Major status
Order change

Standard

IDMS

DEVICE ORDER REJECTION
Label
Device order rejection
Table
Devices

©2012 ANNATA

Cue ID
AMDeviceOrderRejection
Advanced filter
Field
Criteria
Major status
Order rejection

Standard

IDMS


34

DEVICE PREORDERS
Label
Device preorders
Table
Purchase orders
Device purchase
lines

Cue ID
AMDevicePreorders
Advanced filter
Field
Criteria
Status
Open order
Transferred
No

Standard

IDMS

DEVICE SALES ORDER
Label
Device sales order
Table
Sales orders
Sales orders
Sales orders
Sales orders

Cue ID
AMDeviceSalesOrder
Advanced filter
Field
Criteria
Standard
Return status
Pool
Status
Open order
Order type
Sales order

IDMS
CEO
Device Sales Dealer

DEVICE SALES ORDER NOT ON HAND
Label
Device sales order not on hand
Advanced filter
Table
Field
Criteria
Devices
Major status
.. In shipping
Devices
Reference type
Sales order

Cue ID
AMDeviceSalesOrderNotOnHan
Standard

IDMS
CEO
Device Sales Dealer

DEVICE SALES QUOTATION
Label
©2012 ANNATA

Cue ID

35

Device sales quotation
Table
Sales quotation
Sales quotation

AMDeviceSalesQuotation
Advanced filter
Field
Criteria
Standard
Sales Pool
Quotation Status Created, Sent

IDMS
CEO
Device Sales Dealer

DEVICE SALES QUOTATION OVERDUE
Label
Cue ID
Device sales quotation overdue
AMDeviceSaleQuotationOD
Advanced filter
Table
Field
Criteria
Standard
Sales quotation
Sales Pool
Sales quotation
Expiration date
(lessthandate(0))
Sales quotation

IDMS
CEO

DEVICE SALES QUOTATION OVERDUE LAST 7 DAYS
Label
Cue ID
Device sales quotation overdue last 7 days
AMDeviceSaleQuotationODL7D
Advanced filter
Table
Field
Criteria
Standard
Sales quotation
Sales Pool
Sales quotation
Sales quotation
Expiration date
(dayRange(0,-7))

©2012 ANNATA

IDMS
Device Sales Dealer


36

DEVICE SHIPMENTS IN 30 DAYS
Label
Device shipments in 30 days
Advanced filter
Table
Field
Criteria
Device shipments
Estimated arrival (DayRange(0,30))
date

Cue ID
AMDeviceShipment30D
Standard

IDMS

DEVICE SHIPMENTS IN 60 DAYS
Label
Device shipments in 60 days
Advanced filter
Table
Field
Criteria
Device shipments
Estimated arrival (DayRange(0,60))
date

Cue ID
AMDeviceShipment60D
Standard

IDMS

DEVICE – NEW – AWAITING SHIPPING
Label
Device - New – Awaiting shipping
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Devices
Major status
Awaiting shipping
Devices
Device type
New device

©2012 ANNATA

Cue ID
AMDeviceNewAwaitingShippin
Standard

IDMS


37

DEVICE – NEW – CHANGE REQUEST
Label
Device - New – Change request
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Devices
Major status
Order change
Devices
Device type
New device

Cue ID
AMDeviceNewChangeRequest
Standard

IDMS

DEVICE – NEW – CONFIRMED PURCHASE ORDERS
Label
Device - New – Confirmed purchase orders
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Devices
Major status
Confirmed
Devices
Device type
New device

Cue ID
AMDeviceNewConfirmedPurchO
Standard

IDMS

DEVICE – NEW – DELAYED DELIVERY
Label
Device - New – Delayed deliveries
Advanced filter
Table
Field
Criteria
Devices
Device type
New device
Devices
Estimated delivery (LessThanDate(0))
date

©2012 ANNATA

Cue ID
Standard

IDMS
Device Sales Dealer


38

DEVICE – NEW – EXPECTED DELIVERY N7D
Label
Device - New – Expected delivery N7D
Advanced filter
Table
Field
Criteria
Devices
Device type
New device
Devices
Estimated delivery (DayRange(0,7))
date

Cue ID
Standard

IDMS
Device Sales Dealer

Label
Advanced filter
Table
Field
Criteria
Devices
Device type
New device
Devices
date

Cue ID
Standard

IDMS

Label
Advanced filter
Table
Field
Criteria
Devices
Device type
New device
Devices
date

©2012 ANNATA

Cue ID
Standard

IDMS


39

DEVICE – NEW – IN SHIPPING
Label
Device - New – In shipping
Table
Purchase orders
Devices
Devices

Cue ID
AMDeviceNewInShipping

Advanced filter
Field
Criteria
Status
Open order
Major status
In shipping
Device type
New device

Standard

IDMS

DEVICE – NEW – MY PURCHASE ORDERS
Label
Cue ID
Device - New – My purchase orders
AMDeviceNewMyPurchOrders
Advanced filter
Table
Field
Criteria
Standard
IDMS
Purchase orders Status
Open order
Purchase orders Orderer
((WorkerPurchPlacer==currentWorkerRecId())
(Record-ID)
&&(WorkerPurchPlacer!=0))
Devices

Device type

New device

DEVICE – NEW – NEW ON HAND L7D
Label
Cue ID
Device - New – New on hand L7D
AMDeviceNewNewOnHandL7D
Advanced filter
Table
Field
Criteria
Standard
Devices
Device type
New device
Devices
Major status
Ordered .. In consignment
Devices
Purchase invoice
(DayRange(0,-7))
date

©2012 ANNATA

IDMS


40

DEVICES DELAYED DELIVERIES
Label
Devices delayed deliveries
Table
Devices

Advanced filter
Field
Criteria
date

Cue ID
AMDevicesDelayedDeliveries
Standard

IDMS

DEVICES FROM PDI
Label
Devices from PDI
Table
Devices

Cue ID
AMDevicesFromPDI
Advanced filter
Field
Criteria
PDI ready date
(DayRange(0,0))

Standard

IDMS
Device Sales Dealer

DEVICES FROM PDI OVERDUE
Label
Devices from PDI overdue
Table
Devices

©2012 ANNATA

Advanced filter
Field
Criteria
PDI ready date
(LessThanDate(0))

Cue ID
AMDevicesFromPDIOverdue
Standard

IDMS
Device Sales Dealer


41

DEVICES INCOMING NEXT 30 DAYS
Label
Devices incoming next 30 days
Advanced filter
Table
Field
Criteria
Devices
Major status
Ordered .. In shipping
Devices
Estimated arrival (LessThanDate(30))
date

Cue ID
Standard

IDMS

DEVICES INVOICED LAST 7 DAYS
Label
Cue ID
Devices invoiced last 7 days
Advanced filter
Table
Field
Criteria
Standard
Sales orders
Pool
Sales orders
Return status
Sales orders
Order type
Sales order
Sales orders
Status
Invoiced
Customer invoice – Date
(DayRange(-7,0))
sals order relation
table
DEVICES INVOICED LAST 30 DAYS
Label
Cue ID
Devices invoiced last 30 days
Advanced filter
Table
Field
Criteria
Standard
Sales orders
Pool
Sales orders
Return status
Sales orders
Order type
Sales order
Sales orders
Status
Invoiced
Customer invoice – Date
(DayRange(-30,0))
sals order relation
table

©2012 ANNATA

IDMS
CEO
CFO
Device Sales Dealer

IDMS
CFO
Device Sales Dealer


42

DEVICES INCOMING – ALL
Label
Devices incoming - All
Table
Devices

Cue ID
Advanced filter
Field
Criteria
Major status
Ordered .. In shipping

Standard

IDMS
CEO
CFO

DEVICES ON HAND – ALL
Label
Devices on hand - All
Table
Devices

Cue ID
AMDeviceStockAll
Advanced filter
Field
Criteria
Standard
Major status

IDMS
CEO
CFO

DEVICES ON HAND – NEW
Label
Devices on hand - New
Table
Devices
Devices

©2012 ANNATA

Cue ID
AMDeviceStockNew

Advanced filter
Field
Criteria
Standard
Major status
Device type
New device

IDMS
CEO
CFO


43

DEVICES ON HAND - 30+
Label
Devices on hand – 30+
Table
Devices
Devices
Devices

Cue ID
AMDeviceStock30D

Advanced filter
Field
Criteria
Standard
Device type
New device
Major status
Purchase invoice
(LessThanDate(-30))
date

IDMS

Label
Table
Devices
Devices
Devices

Cue ID
AMDeviceStock60D

Advanced filter
Field
Criteria
Standard
Device type
New device
Major status
Purchase invoice
(LessThanDate(-60))
date

IDMS

Label
Table
Devices
Devices
Devices

©2012 ANNATA

Cue ID
AMDeviceStock120D

Advanced filter
Field
Criteria
Standard
Device type
New device
Major status
Purchase invoice
(LessThanDate(-120))
date

IDMS


44

DEVICE – USED – AWAITING SHIPPING
Label
Device – Used – Awaiting shipping
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Devices
Major status
Awaiting shipping
Devices
Device type
Used device

Cue ID
AMDeviceUsedAwaitingShipping
Standard

IDMS

DEVICE – USED – CHANGE REQUEST
Label
Device – Used – Change request
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Devices
Major status
Order change
Devices
Device type
Used device

Cue ID
AMDeviceUsedChangeRequest
Standard

IDMS

DEVICE – USED – CONFIRMED PURCHASE ORDERS
Label
Device – Used – Confirmed purchase orders
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Devices
Major status
Confirmed
Devices
Device type
Used device

©2012 ANNATA

Cue ID
AMDeviceUsedConfirmedPurch
Standard

IDMS


45

DEVICE – USED – DELAYED DELIVERY
Label
Device – Used – Delayed deliveries
Advanced filter
Table
Field
Criteria
Devices
Device type
Used device
Devices
date

Cue ID
AMDeviceUsedDelayedDelivery
Standard

IDMS

DEVICE – USED – EXPECTED DELIVERIES N7D
Label
Device – Used – Expected deliveries N7D
Advanced filter
Table
Field
Criteria
Devices
Device type
Used device
Devices
date

Cue ID
Standard

IDMS

Label
Advanced filter
Table
Field
Criteria
Devices
Device type
Used device
Devices
date

©2012 ANNATA

Cue ID
Standard

IDMS


46

Label
Advanced filter
Table
Field
Criteria
Devices
Device type
Used device
Devices
date

Cue ID
Standard

IDMS

DEVICE – USED – IN SHIPPING
Label
Device – Used – In shipping
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Devices
Major status
In shipping
Devices
Device type
Used device

Cue ID
AMDeviceUsedInShipping
Standard

IDMS

DEVICE – USED – MY PURCHASE ORDERS
Label
Device – Used – My purchase orders
Advanced filter
Table
Field
Criteria
Purchase orders
Status
Open order
Purchase orders
Orderer
(CurrentUserID())
Devices
Device type
Used device

©2012 ANNATA

Cue ID
AMDeviceUsedMyPurchOrders
Standard

IDMS


47

DEVICE – USED – NEW ON HAND L7D
Label
Cue ID
Device – Used – New on hand L7D
AMDeviceUsedNewOnHandL7D
Advanced filter
Table
Field
Criteria
Standard
IDMS
Devices
Major status
Devices
Device type
Used device
Devices
Purchase invoice
(DayRange(0,-7))
date

DEVICE – USED – ON HAND
Label
Device – Used – On hand
Table
Devices
Devices
Devices

Cue ID

Advanced filter
Field
Criteria
Standard
Major status
Device type
Used device
Device type
Used device

IDMS
CEO
CFO

DEVICES – USED - ON HAND - 30+
Label
Cue ID
Devices – Used - On hand – 30+
AMUsedDeviceStock30D
Advanced filter
Table
Field
Criteria
Standard
Devices
Device type
Used device
Devices
Major status
Devices
Purchase invoice
(LessThanDate(-30))
date

©2012 ANNATA

IDMS


48

Label
Cue ID
Advanced filter
Table
Field
Criteria
Standard
Devices
Device type
Used device
Devices
Major status
Devices
Purchase invoice
(LessThanDate(-60))
date

IDMS

Label
Cue ID
Advanced filter
Table
Field
Criteria
Standard
Devices
Device type
Used device
Devices
Major status
Devices
Purchase invoice
(LessThanDate(-120))
date

IDMS

MY DUE CASES
Label
My due cases
Table
Cases
Cases
Cases

©2012 ANNATA

Cue ID
AMCaseMyDueCases
Advanced filter
Field
Criteria
Status
Created .. Awaiting
End date
(LessThanDate(0))
Person in charge ((Responsible == currentEmployeeId())
&& (Responsible != "") || (WrkCtrId ==
currentEmplWorkCenters()))

Standard

IDMS
Mechanic
Workshop Foreman


49

MY INVOICED DEVICES
Label
My invoiced devices
Table
Devices

Devices
Devices

Cue ID
AMDeviceMyDevicesInv30D
Advanced filter
Field
Criteria
Standard
Sales responsible ((WorkerSalesResponsible===
(Record-ID)
currentWorkerRecID())&&
(WorkerSalesResponsible!=0))
Major status
In consignment ..
Sales invoice date (DayRange(-30))

IDMS

MY OPEN CASES
Label
My open cases
Table
Cases
Cases

©2012 ANNATA

Cue ID
AMCaseMyOpenCases
Advanced filter
Field
Criteria
Standard
Status
Created .. Awaiting
Person in charge ((WorkerResponsible ==
(Record-ID))
(Record-ID
currentWorker()) &&
(WorkerResponsible != "")
|| (WrkCtrId ==
currentEmplWorkCenters()))

IDMS
After Sales Manager
Mechanic
Workshop Foreman


50

MY OPEN DEVICES
Label
My open devices
Table
Devices
Devices

Cue ID
AMDeviceMyDevicesOpen
Advanced filter
Field
Criteria
Major status
.. In transit
Sales responsible (WorderSalesResonsible==
(Record-ID)
currentWorkerRecID())&&
(WorkerSalesResponsible!=0))

Standard

IDMS

MY RENTAL ORDERS
Label
My rental orders
Table
Rentals
Rentals

Rental Device lines

Cue ID
AMRentMyRentalOrders
Advanced filter
Field
Criteria
Rental status
.. Approved
Responsible
((WorkerResponsible ==
(Record-ID)
currentWorker()) &&
(WorkerResponsible!=""))
Primary

Standard

IDMS
Rental Officer

Yes

MY TRANSFER ORDERS
Label
My transfer orders
Table
Rental device
transfers
Rental device
transfers

©2012 ANNATA

Cue ID
AMRentMyTransferOrders
Advanced filter
Field
Criteria
Status
Created, Requested, In
transit, Approved
Responsible
((WorkerResponsible ==
currentWorker()) &&
(WorkerResponsible!=""))

Standard

IDMS


51

PARTS EMERGENCY ORDERS
Label
Parts emergency orders
Table
Sales orders
Sales orders
Sales orders
Sales orders
Sales orders

Cue ID

Advanced filter
Field
Criteria
Return status
!Canceled, !Created
Delivery terms
(currentPartEmergency
OrderDlvTerms())
Status
Open order
Requested receipt date (DayRange(0,1))
Pool
(currentPartSalesPool())
ddatedatedate

Standard

IDMS
Parts Manager
Parts Sales
Parts Purchases

PARTS MY OPEN SALES ORDERS
Label
Parts my open sales orders
Table
Sales orders
Sales orders
Sales orders
Sales orders
Sales orders

Cue ID
AMPartsMyOpenSalesOrders

Advanced filter
Field
Criteria
Return status
!Canceled, !Created
Pool
Status
Open order
Order type
Sales Order
Sales responsible (WorkerSalesResponsible
(Record-ID)
== currentWorker())

Standard

IDMS
Parts Sales

PARTS MY PURCHASE ORDERS
Label
Parts my purchase orders
Table
Purchase orders

Advanced filter
Field
Orderer (Record-ID)

Purchase orders
Purchase orders

Pool
Status

©2012 ANNATA

Cue ID
AMPartsMyPurchaseOrders
Criteria
Standard
(WorkerPurchPlacer==
currentWorker())
Open order

IDMS
Parts Purchases


52

PARTS OPEN SALES ORDERS
Label
Parts open sales orders
Table
Sales orders
Sales orders
Sales orders
Sales orders

Cue ID

Advanced filter
Field
Criteria
Return status
!Canceled, !Created
Pool
Order type
Sales order
Status
Open order

Standard

IDMS
CEO
Parts Manager

PARTS PLANNED PURCHASE ORDERS
Label
Parts planned purchase orders
Advanced filter
Table
Field
Planned order
Reference
Planned order
Reference (Record-ID)
Planned order
Net requirements

©2012 ANNATA

Item group
Suborder

Cue ID
Criteria
Planned purchase orders
(currentStaticMaster
PlanVersion())
(currentPartItemGroup())
No

Standard

IDMS
Parts Manager
Parts Purchases


53

PARTS PLANNED PURCHASE ORDERS NEXT 30 DAYS
Label
Parts planned purchase orders next 30 days
Advanced filter
Table
Field
Planned order
Reference
Planned order
Reference (Record-ID)
Planned order
Planned order
Net requirements
Plan versions

Item group
Order date
Suborder
Plan versions

Criteria
Planned purchase orders
(currentStaticMaster
PlanVersion())
(currentPartItemGroup())
(dayRange(0,30))
No
(getActiveMasterPlan
VersionByPlanId(“Main”))

Cue ID
Standard
IDMS
Parts Manager
Parts Purchases

PARTS PURCHASE ORDERS OVERDUE
Label
Parts purchase orders overdue
Advanced filter
Table
Field
Criteria
Purchase orders
Pool
Purchase orders
Status
Open order
Purchase orders
Delivery date
(LessThanDate(0))

Cue ID
AMPartsPurchOrdersOrverdue
Standard

IDMS
Parts Purchases

PARTS SALES QUOTATION NEXT 7 DAYS
Label
Parts sales quotation next 7 days
Advanced filter
Table
Field
Criteria
Sales quotation
Sales quotation
Sales Pool
Sales quotation
Expiration Date
(dayRange(0,7))

©2012 ANNATA

Cue ID
AMPartsSalesQuotationsN7D
Standard

IDMS


54

PARTS SHIPPED BUT NOT INVOICED
Label
Parts shipped but not invoiced
Advanced filter
Table
Field
Criteria
Sales orders
Pool
Sales orders
Order type
Sales order
Sales orders
Return status
!Canceled, !Created
Sales orders
Status
Delivered

Cue ID
Standard

IDMS
CEO
CFO
Parts Manager
Parts Sales

RENTAL DELIVERIES NEXT 7 DAYS
Label
Rental deliveries next 7 days
Advanced filter
Table
Field
Criteria
Rentals
Start date
(DayRange(0,7))
Rentals
Rental Status
..Approved

Cue ID
AMRentDeviceDeliveriesN7D
Standard

IDMS

RENTAL DELIVERIES TODAY
Label
Rental deliveries today
Table
Rentals
Rentals
Rental device lines

©2012 ANNATA

Advanced filter
Field
Criteria
Start date
(DayRange(0,0))
Rental status
.. Approved
Primary
Yes

Cue ID
Standard

IDMS
Rental Manager
Rental Officer


55

RENTAL DELIVERIES OVERDUE
Label
Rental deliveries overdue
Table
Rentals
Rentals
Rental device lines

Advanced filter
Field
Criteria
Start date
(LessThanDate(0))
Primary
Yes
Rental status
.. Approved

Cue ID
Standard

IDMS
Rental Manager
Rental Officer

RENTAL DEVICES IN TRANSIT
Label
Rental devices in transit
Table
Rental device
transfers

Advanced filter
Field
Criteria
Status
In Transit

Cue ID
AMRentDeviceInTransit
Standard

IDMS

RENTAL QUOTATIONS
Label
Rental quotations
Table
Rentals
Rentals
Rentals
Rental device lines

©2012 ANNATA

Cue ID
AMRentQuotations
Advanced filter
Field
Criteria
Parent order
“
Order type
Rental quotation
Rental status
Created .. Quotation
Primary
yes

Standard

IDMS
Rental Manager


56

RENTAL RETURNS DUE IN 30 DAYS
Label
Rental returns due in 30 days
Advanced filter
Table
Field
Criteria
Rentals
Rental status
Created .. Active
Rentals
End date
(DayRange(0,30))
Rental device lines
Primary
Yes

Cue ID
AMRentDueReturns30D
Standard

IDMS

RENTAL RETURNS NEXT 7 DAYS
Label
Rental returns next 7 days
Table
Rentals
Rental device lines

©2012 ANNATA

Advanced filter
Field
Criteria
End date
(DayRange(0,7))
Primary
Yes

Cue ID
AMRentDeviceReturnsN7D
Standard

IDMS


57

RENTAL RETURNS OVERDUE
Label
Rental returns overdue
Table
Rentals
Rentals

Advanced filter
Field
Criteria
Rental status
Active
End date
(LessThanDate(0))

Cue ID
Standard

IDMS
Rental Manager
Rental Officer

RENTAL RETURNS TODAY
Label
Rental returns today
Table
Rentals
Rentals
Rental device lines

Cue ID
Advanced filter
Field
Criteria
Parent order
“”
End date
(DayRange(0,0))
Primary
Yes

Standard

IDMS
Rental Manager
Rental Officer

RENTAL TRANSFER ARRIVAL NEXT 7 DAYS
Label
Rental transfer arrival next 7 days
Advanced filter
Table
Field
Criteria
Rental device
Status
.. In transit
transfers
Rental device
Scheduled arrival (DayRange(0,7))
transfers

©2012 ANNATA

Cue ID
Standard

IDMS
Rental Manager
Rental Officer


58

RENTAL TRANSFER ARRIVAL TODAY
Label
Rental transfer arrival today
Advanced filter
Table
Field
Criteria
Rental device
Status
.. In transit
transfers
Rental device
Scheduled arrival (DayRange(0,0))
transfers

Cue ID
Standard

IDMS
Rental Manager
Rental Officer

RENTAL TRANSFER DEPARTURE NEXT 7 DAYS
Label
Rental transfer departure next 7 days
Advanced filter
Table
Field
Criteria
Rental device
Status
.. Approved
transfers
Rental device
Scheduled
(DayRange(0,7))
transfers
departure

Cue ID
Standard

IDMS
Rental Manager
Rental Officer

RENTAL TRANSFER DEPARTURE TODAY
Label
Rental transfer departure today
Advanced filter
Table
Field
Criteria
Rental device
Status
.. Approved
transfers
Rental device
Scheduled
(DayRange(0,0))
transfers
departure

©2012 ANNATA

Cue ID
Standard

IDMS
Rental Manager
Rental Officer


59

TRANSFERS AWAITING APPROVAL
Label
Transfers awaiting approval
Advanced filter
Table
Field
Criteria
Transfer order
Status
Ordered .. Waiting for
approval

Cue ID
Standard

IDMS

TRANSFER ORDERS IN TRANSIT
Label
Transfer orders in transit
Table
Transfer order

©2012 ANNATA

Advanced filter
Field
Criteria
Status
In transit

Cue ID
AMDeviceTransferInTransit
Standard

IDMS


60

Detailed list of reports
CASE CPU ANALYSIS
Cube

Usage

Description

IDMS - CaseManagement

Case management/Reports/Case
analysis

BI report displaying customer paid units (CPU´s) for cases

Cube

Usage

Description


Role Center

CASE CPU ANALYSIS – RC
BI summary report displaying customer paid units (CPU´s) for cases

CASE MARGIN ANALYSIS
Cube

Usage

Description


analysis

BI report displaying margin analysis on cases

CASE MARGIN ANALYSIS - RC
Cube

Usage


Role Center

Description

BI summary report displaying margin analysis on cases

CASE REVENUE TREND – RC
Cube

©2012 ANNATA

Usage

Description


61


Role Center

BI summary report displaying revenue trend of cases

DEVICE AGE ANALYSIS
Cube

Usage

Description

IDMS - Inventory

Device
management/Reports/Inventory
analysis

BI report displaying an age analysis of the on hand values of the device
Brand-Class-Model hierarchy for the current period.

Cube

Usage

Description

IDMS - Inventory

Role Center

DEVICE AGE ANALYSIS – RC
BI summary report displaying an age analysis of devices on hand for the
current period

DEVICE INVENTORY ACTIVITY
Cube

Usage

IDMS - Inventory

Device
analysis

Description

BI report displaying inventory activity (the flow of movements by
transaction types) for the device Brand-Class-Model hierarchy (sales,
purchases, etc.). The user can choose to examine activity between any 2
dates.

DEVICE INVENTORY ACTIVITY – RC
Cube

Usage

IDMS - Inventory

Role Center

©2012 ANNATA

Description

BI summary report displaying inventory activity (the flow of movements
by transaction types) for devices (sales, purchases, etc.). The user can
choose to examine activity between any 2 dates.

62

DEVICE INVENTORY MANAGEMENT
Cube

Usage

Description

IDMS - Inventory

Device
analysis

BI report displaying key inventory management measurements for
devices for the last 12 month period.

DEVICE INVENTORY MANAGEMENT – RC
Cube

Usage

IDMS - Inventory

Role Center

Description

BI summary report displaying key inventory management measurements
for devices

DEVICE ON HAND VALUE TREND
Cube

Usage

IDMS - Inventory

Device
analysis

Description

BI report displaying the trend of on hand value of devices by months

DEVICE ON HAND VALUE TREND – RC
Cube

Usage

IDMS - Inventory

Role Center

©2012 ANNATA

Description

BI summary report displaying the trend of on hand value of devices by
months


63

DEVICE SALES MARGIN
Cube

Usage

Description

IDMS - DeviceSales

Device management/Reports/Sales
analysis

BI report displaying sales margin by class and brand

DEVICE SALES MARGIN – RC
Cube

Usage

IDMS - DeviceSales

Description

Role Center

BI summary report displaying sales margin by class and brand

DEVICE SALES ORDERS
Cube

Usage

Description

IDMS - DeviceSales

analysis

BI report displaying sales orders for devices

DEVICE SALES ORDERS – RC
Cube

Usage

IDMS - DeviceSales

Description

Role Center

BI summary report displaying sales orders for devices

DEVICE SALES QUANTITY BY BRAND
Cube

Usage

Description

IDMS - DeviceSales

analysis

BI report displaying sales quantity by brand

©2012 ANNATA


64

DEVICE SALES QUANTITY BY BRAND – RC
Cube

Usage

IDMS - DeviceSales

Description

Role Center

BI summary report displaying sales quantity by brand

DEVICE SALES W/ADDITIONS YTD
Cube

Usage

Description

IDMS - DeviceSales

analysis

BI report displaying device sales grouped by sales groups (accessories,
maintenance, warranty, device sales)

DEVICE SALES W/ADDITIONS YTD – RC
Cube

Usage

IDMS - DeviceSales

Description

Role Center

BI summary report displaying device sales grouped by sales groups
(accessories, maintenance, warranty, device sales)

DEVICE SALES YTD
Cube

Usage

Description

IDMS - DeviceSales

analysis

BI report displaying device sales YTD

Cube

Usage

Description

IDMS - DeviceSales

Role Center

DEVICE SALES YTD – RC

©2012 ANNATA

BI summary report displaying device sales YTD


65

ITEM INVENTORY ACTIVITY
Cube

Usage

Description

AA – Inventory

Inventory management/Reports/IDMS
inventory analysis

BI report displaying inventory activity (the flow of movements by
transaction types) for the Item group hierarchies (sales, purchases, etc.).
The user can choose to examine activity between any 2 dates. A drill
through report is available which displays the inventory activity of items
within a particular Item minor group. The user must first view the report
for particular Site and Warehouse parameters and then drill down to the
Item minor group before clicking on the name of the Item minor group to
access the drill through report.

ITEM INVENTORY ACTIVITY – RC
Cube

Usage

AA – Inventory

Description

Role Center

BI summary report displaying inventory activity (the flow of movements
by transaction types) for Item groups (sales, purchases, etc.). The user
can choose to examine activity between any 2 dates.

ITEM INVENTORY MANAGEMENT
Cube

Usage

AA – Inventory

inventory analysis

©2012 ANNATA

Description

BI report displaying key inventory management measurements for the
Item group hierarchies for the last 12 month period. A drill through
report is available which displays the inventory management
measurements of items within a particular Item minor group. The user
must first view the report for particular Site and Warehouse parameters
and then drill down to the Item minor group before clicking on the name
of the Item minor group to access the drill through report.


66

ITEM INVENTORY MANAGEMENT - RC
Cube

Usage

AA – Inventory

Description

Role Center

BI summary report displaying key inventory management measurements
for Item groups for the last 12 month period.

ITEM ON HAND TREND AGAINST SALES
Cube

Usage

Description

AA – Inventory

inventory analysis

BI report displaying the trend of on hand value trend against sales of the
Item group hierarchies by months for the last 12 months. A drill through
report is available which displays the trend of on hand value against sales
of items within a particular Item minor group. The user must first view
the report for particular Site and Warehouse parameters and then drill
down to the Item minor group before clicking on the name of the Item
minor group to access the drill through report.

ITEM ON HAND TREND AGAINST SALES – RC
Cube

Usage

AA – Inventory

Role Center

©2012 ANNATA

Description

BI summary report displaying the trend of on hand value against sales of
items The trend is shown for the last 12 months.


67

ITEM ON HAND VALUE TREND
Cube

Usage

Description

AA – Inventory

inventory analysis

BI report displaying the trend of on hand value of the Item group
hierarchies by months for the last 12 months. A drill through report is
available which displays the trend of on hand value trend of items by
months within a particular Item minor group. The user must first view
the report for particular Site and Warehouse parameters and then drill
down to the Item minor group before clicking on the name of the Item
minor group to access the drill through report.

ITEM ON HAND VALUE TREND – RC
Cube

Usage

AA – Inventory

Role Center

Description

BI summary report displaying the trend of on hand value of items by
months. The trend is shown for the last 12 months.

RESERVATION – RC
Cube

Usage

IDMS - Rental

Role Center

Description

BI summary report displaying reservations as per last update of Rental
cube

WORK CENTER EFFICIENCY
Cube

Usage

Description


analysis

BI report displaying efficiency by work center

©2012 ANNATA


68

WORK CENTER EFFICIENCY – RC
Cube

Usage


Role Center

Description

BI summary report displaying efficiency by work center

WORK CENTER PRODUCTIVITY
Cube

Usage


analysis

Description

BI report displaying productivity by work center. A drill through report is
available which displays the productivity of individual cases. The user
must first run the report for a particular Case group parameter and then
drill down to a particular work center and month before clicking on the
Standard Hours value to display the drill through report.

WORK CENTER PRODUCTIVITY – RC
Cube

Usage


Role Center

©2012 ANNATA

Description

BI summary report displaying productivity by work center


69

Annata idms analytics - users guide dynamics ax 2012

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