Business Cases for Useful Reports

DEACOM contains multiple reports that can help customers answer essential business and operations questions. The list below contains the recommended reports to run for each business case together with the primary user group that may find the reports useful. Links to additional information on running the specified reports is also provided.

 

Customer asks for/Business Case	Report Name	Where to Find	Accounting	Executive	Marketing	Planning	Production	Purchasing	QC	Sales	Warehouse
Are any orders on hold?	Order Summary	Sales>Order Reporting	●	●						●
Are any orders shipped and not invoiced?	Order summary	Sales>Order Reporting	●
Are journal entries complete, accurate, and valid?	Journal Entries	Accounting>Reporting	●
Are my general ledger accounts in balance?	Trial Balance	Accounting>Reporting	●	●
Are resources available to complete production schedule?	MRP and work center reports	Inventory>MRP;Production>Reporting		●		●	●	●
Are sub-ledgers and general ledger balancing?	AP/AR/Inventory Reconciliations	Accounting>Reporting	●
Are the correct accounts being used on orders?	A/R Distribution	Sales>Order Reporting	●
Are there enough packaging components?	MRP	Inventory>MRP				●	●
Are there enough raw materials?	MRP	Inventory>MRP		●		●	●	●
Are we meeting our customers' shipping dates?	Date Management	Sales>Order Reporting		●						●	●
Compare list price to current and standard to determine if margins are as expected	Cost Comparison	Inventory>Reporting	●	●
Compare standard cost to current cost to determine if standards should be change.	Cost Comparison	Inventory>Reporting	●	●
Comprehensive report showing credit history for a customer	Credit Details	Accounting>Reporting	●	●
Confirm the QC test results are within range prior to receipt	Pre-Receipt QC Detail -	Purchasing>Order Reporting				●	●	●	●
Confirm values have been entered for a purchase order prior to receipt	Pre-Receipt QC Summary	Purchasing>Order Reporting				●	●	●	●
Detail report showing all Purchase Order lines containing Special Order Parts.	Special Order	Purchasing>Order Reporting				●		●
Detailed report showing all Sales Order lines containing Special Order Parts	Special Order	Sales>Order Reporting				●				●
Detailed report showing all Sales Order lines containing Tally Parts	Tally Items Detail	Sales>Order Reporting				●				●
Detailed report showing  your items that are at customer sites.	Customer Inventory	Sales>Order Reporting	●	●							●
Determine all the lot associated to a master lot	Master Lots	Inventory>Reporting				●	●	●			●
Determine all the materials used in the product summarized by User lot	Lot Tracking Explosion	Inventory>Reporting				●	●	●	●
Determine amount of raw materials that were used in finished goods.	Trend / Units Relieved	Sales>Order Reporting				●	●	●
Determine if and when a product will be out of stock and which customers will be impacted	Allocations - Simple	Sales>Order Reporting								●
Determine orders with a pay schedule that are past due.	Collections	Accounting>Reporting	●
Determine the amount  materials, labor and burden from the sub assemblies.	Last Cost Rollup	Inventory>Reporting	●	●		●
Determine what lots are in a container	Containers	Inventory>Reporting				●	●	●			●
Determine why an inventory balance has changed	Changes	Inventory>Reporting	●			●	●	●
Did I order that items?	Order Detail -	Purchasing>Order Reporting				●		●			●
Did I place an order with a vendor?	Order Summary	Purchasing>Order Reporting				●		●			●
Did my customer order X item?	Order Detail	Sales>Order Reporting	●	●		●				●	●
Did my customer place an order?	Order Summary	Sales>Order Reporting	●	●		●				●	●
Did X customer pay their invoice?	Order summary	Sales>Order Reporting	●	●						●
Displays information from the general tab of the contact	Standard	CRM>CRM Reporting		●	●			●		●
Do I have enough capacity to take on this new business?	Work Center Capacity	Production>Reporting				●	●
Do I have enough inventory to ship customer X based on their QC requirements?	Eligible Customers	Inventory>Reporting	●	●		●	●	●		●	●
Does my inventory subledger match the general ledger?	Inventory Reconciliation	Accounting>Reporting	●
Does the AP subledger balance to the General Ledger?	A/P Reconciliation	Accounting>Reporting	●
Does the AR subledger balance to the General Ledger?	A/R Reconciliation	Accounting>Reporting	●
Does the bank statement match the system?	Bank Reconciliation	Accounting>Reporting	●
Does this vendor adhere to our quality requirements?	QC Summary	Purchasing>Order Reporting				●	●	●	●
Does vendor X send in quality product?	QC Detail	Purchasing>Order Reporting				●	●	●	●
How accurate is budget / forecast?	Forecast to Actual	Sales>Forecast Management	●	●
How did project X compare to budget?	Project Reconciliation	Accounting>Reporting	●	●
How do I allocate inventory to customers due to low stock?	Allocations - Fulfillment	Sales>Order Reporting								●
How do I reconcile cash application to the bank?	Cash Receipts by Payment	Accounting>Reporting	●
How do sales vary by month?	Period	Sales>Order Reporting	●	●						●
How efficient is this operation or work center?	Production Costs -.	Production>Reporting	●				●
How is our on-time shipping?	Date Management	Sales>Order Reporting		●						●	●
How long has this product been in this location?	Aged	Inventory>Reporting	●	●		●		●
How long will it take to produce this item?	Work Center Loading Summary	Production>Reporting				●	●
How long will this machine be in use?	Work Center Loading Detail	Production>Reporting				●	●
How many lots have the same system lot?	Lot Summary - System Lot -	Inventory>Reporting	●	●		●	●	●	●	●	●
How many pallets or pounds were received on this PO?	Lots Received	Purchasing>Order Reporting						●	●		●
How much do I owe this vendor?	Payables Summary	Accounting>Reporting	●	●
How much do I spend/receive in a month?	Period	Purchasing>Order Reporting	●	●				●
How much inventory do I have on hand?	On Hand	Inventory>Reporting	●	●		●	●	●	●	●	●
How much inventory is there for a lot?	Lot Summary	Inventory>Reporting	●	●		●	●	●	●	●	●
How much is left to purchase on an agreement?	Blanket Purchases	Purchasing>Order Reporting	●					●
How much is purchased to this account?	A/P Distribution	Purchasing>Order Reporting	●
How much material is on consignment?	Lots Report	Inventory>Reporting	●	●							●
How much material, labor and burden were used on a job?	Job Cost Summary -	Production>Reporting	●				●
How much money did I make on this item for this customer?	Profit Detail	Sales>Order Reporting	●	●						●
How much money did I make on this sales order?	Profit Summary	Sales>Order Reporting	●	●						●
How much money do I have in the bank?	Bank Account	Accounting>Reporting	●
How much more does a customer have to buy to fulfill their contract?	Blanket Orders	Sales>Order Reporting								●
How much of product X can I make with the raw materials on hand?	BOM Explosion Summary	Inventory>Reporting				●	●	●
How much product is being made?	Job Summary	Production>Reporting	●	●			●
How much product is being sold?	Ranking Report	Sales>Order Reporting	●	●		●				●
How much sales tax do I owe?	Sales Tax	Accounting>Reporting	●
How much scrap do I have on a job?	Expensed Material	Production>Reporting	●	●			●
How often do quotes become sales orders?	Quote Performance	Sales>Order Reporting	●	●						●
How often does this vendor  not fulfill our order?	Short Ship	Purchasing>Order Reporting	●	●				●
How often is this item not received in full?	Short Ship	Purchasing>Order Reporting	●	●				●
How on-time is shipping?	Dates Report	Sales>Order Reporting		●						●	●
I need a price list for my customer	Pricing	Sales>Order Reporting	●	●						●
I need a recall report	Lot Tracking Implosion	Inventory>Reporting				●	●	●	●
I need to send a file to the bank for my Positive Pay	Cash Disbursements by Payment	Accounting>Reporting	●
Inventory is missing and you want to see all the activity for that item.	History	Inventory>Reporting	●	●		●	●	●	●	●	●
Inventory is missing and you want to see all the activity for that item.	History Summary -	Inventory>Reporting	●	●		●	●	●	●	●	●
Is there capacity to make everything on the production schedule?	Work Center Capacity	Production>Reporting				●	●
Is there enough raw materials on hand to make product X?	BOM Explosion Summary	Inventory>Reporting				●	●	●
Is this item being selected in the warehouse?	Movement Schedule	Inventory>Reporting				●	●	●			●
KPI report for shipping to show orders that did not ship in full.	Short Ship	Sales>Order Reporting	●	●						●	●
Need to identify a lot shipped on an order.  You have a customer complaint and need  to identify the exact lot shipped so you can see what went into that lot	Lots Shipped	Sales>Order Reporting				●	●			●	●
Need to know what Sales Orders have items that are make to order items so you can find the corresponding job number and status	Linked Jobs	Sales>Order Reporting				●	●
Payables Aging	Payables Summary	Accounting>Reporting	●	●
Review orders that have a work flow and the status each step of the work flow	Work Flow	Sales>Order Reporting	●	●		●	●	●		●	●
Review purchase orders prior to receipt to ensure purchase order lines will be charged to the correct accounts.	A/P Distribution	Purchasing>Order Reporting	●
Review shipping and receiving discrepancies on inter company transfers.	Transfer Variance	Sales>Order Reporting				●	●	●			●
Review the number of passes and fails for each item on a purchase order.	QC Summary	Purchasing>Order Reporting				●	●	●	●
Review what is in WIP by job	WIP Summary	Production>Reporting	●				●
Review what is in WIP by part number	WIP Detail	Production>Reporting	●				●
Review what was finished by part and date	Production Summary	Production>Reporting	●				●
Should I release a credit hold?	Credit	Sales>Order Reporting	●
Should the standard on item X be changed?	Standard Variance	Purchasing>Order Reporting	●	●				●
Shows all the orders associated to a project	Project Detail	Sales>Order Reporting	●
Shows items and number of passes and fails for the job	QC Summary	Production>Reporting					●		●
Shows the Parent and child orders and shipped child orders	Master Orders	Sales>Order Reporting								●
Summary report that shows beginning balance, aggregate activity and ending balances	General Ledger Summary	Accounting>Reporting	●
Used to reconcile cash registers.	POS Reconciliation	Sales>Order Reporting	●
Used to see order and payment history for a customer	A/R Ledger	Accounting>Reporting	●
Used to see order and payment history for a vendor	A/P Ledger	Accounting>Reporting	●
Was this campaign effective?	Campaign Detail -	CRM>CRM Reporting		●	●					●
What orders have been paid for in advance of shipment?	Prepayments	Accounting>Reporting	●
What accounts were impacted by this journal entry?	Journal Entries	Accounting>Reporting	●
What are customer X's dollar and item buying patterns?	Trends	Sales>Order Reporting	●	●						●
What are my inventory turns?	Usage	Inventory>Reporting	●	●		●	●	●	●	●	●
What are my purchasing patterns for this vendor?	Period	Purchasing>Order Reporting	●	●				●
What are my seasonal sales Orders?	Seasonal Sales Orders	Sales>Order Reporting	●	●		●				●
What are target inventory levels?	Item Master	Inventory>Item Master	●			●	●	●
What are the conversations/follow ups for this contact?	Contact Notes Detail	CRM>CRM Reporting								●
What are the material, labor and burden costs on this item sold?	Cost Summary	Sales>Order Reporting	●	●						●
What are the purchasing agreements?	Blanket Purchases	Purchasing>Order Reporting	●					●
What are the project receipts and expenditures based on invoiced and open orders? This is not the traditional Cash Flow Financial Statement.	Cash Flow	Accounting>Reporting	●	●
What caused the balance in this account to change?	General Ledger History	Accounting>Reporting	●
What checks were issued?	Cash Disbursements by Payment	Accounting>Reporting	●
What customers have paid for product in advance of shipment?	Prepayment Summary	Accounting>Reporting	●	●
What did each shift produce?	Production Detail	Production>Reporting	●				●
What do customers owe?	Receivables Summary Bill-to	Accounting>Reporting	●	●
What do the ship to customers owe?   Used when the bill to pays for multiple ship to locations.	Receivables Summary Ship-to	Accounting>Reporting	●	●
What does this group of customers owe me?	Receivables Summary Billing Group	Accounting>Reporting	●	●
What happened to this item?	Adjustments	Inventory>Reporting	●	●		●	●	●	●	●	●
What happened to this item?	Transaction	Inventory>Reporting	●	●		●	●	●	●	●	●
What has been produced on this job?	Job Summary	Production>Reporting					●
What inbound shipments are expected?	Purchase Order Summary	Purchasing>Order Reporting						●			●
What inbound shipments are expected?	Dock Calendar	Inventory>Dock Calendar						●			●
What inventory has been staged to a job?	Staged Inventory	Production>Reporting					●
What inventory is obsolete?	Usage	Inventory>Reporting	●	●		●	●	●	●	●	●
What invoices still need to be paid?	Payables Detail	Accounting>Reporting	●	●
What is company profit?	Income Statement	Accounting>Generate Financials Statements	●	●
What is customer X's dollar buying patterns?	Trend - Dollars	Sales>Order Reporting	●	●						●
What is happening in the news for this customer?	News Feeds	CRM>CRM Reporting		●	●			●		●
What is capacity on this line?	Work Center Capacity	Production>Reporting				●	●
What is least profitable product?	Profit Detail or Ranking report	Sales>Order Reporting	●	●						●
What is most profitable product?	Profit Detail or Ranking report	Sales>Order Reporting	●	●						●
What is remaining to be produced on this job?	Job Summary	Production>Reporting					●
What is scheduled in this area?	Shop Schedule	Production>Reporting					●
What is the address for my contacts?	Addresses -	CRM>CRM Reporting		●	●			●		●
What is the cost of material used on this job?	Job Cost Detail	Production>Reporting	●				●
What is the phone number for this contact?	Phone Numbers	CRM>CRM Reporting		●	●			●		●
What is the value of my inventory?	On Hand	Inventory>Reporting	●	●		●	●	●	●	●	●
What is  customer  X's buying pattern by item?	Trend - Units -	Sales>Order Reporting	●	●						●
What items are due to dock?	Order Detail -	Purchasing>Order Reporting				●		●			●
What items are on sales orders?	Order Detail	Sales>Order Reporting	●	●		●	●	●		●	●
What items are on this purchase order?	Order Detail -	Purchasing>Order Reporting				●		●			●
What items are past due?	Order Detail -	Purchasing>Order Reporting				●		●			●
What items are purchases the most/least?	Ranking 2	Purchasing>Order Reporting	●	●				●
What items are used in production?	Usage Detail	Inventory>Reporting	●	●		●	●	●	●	●	●
What items are  remaining to be produced?	Job Detail	Production>Reporting	●				●
What items can I substitute to make X?	Lot Tracking Used With -	Inventory>Reporting				●	●	●	●
What items do my customer have on order?	Order Detail	Sales>Order Reporting								●
What items have produced on this job?	Job Detail	Production>Reporting	●				●
What locations need to be stocked?	Locations - Replenishment -	Inventory>Reporting									●
What lots do I have on hand?	Lots	Inventory>Reporting	●	●		●	●	●	●	●	●
What lots were received on this PO?	Lots Received	Purchasing>Order Reporting						●	●		●
What makes this lot unique?	Lot Summary - Attributes -	Inventory>Reporting	●	●		●	●	●	●	●	●
What materials and lots were used to produce this product?	BOM Explosion Detail -	Inventory>Reporting				●	●	●
What materials were used to make this lot?	Lot Tracking Explosion	Inventory>Reporting				●	●	●	●
What needs to be made today?	Job Summary	Production>Reporting					●
What needs to be made tomorrow?	Job Summary	Production>Reporting				●	●	●
What needs to be paid in the nextXdays?	Orders Summary or Check Run	Accounting>Check Run	●	●
What needs to be shipped?	Order Summary	Sales>Order Reporting		●						●	●
What needs to be shipped?	Sales Calendars	Sales>Calendars								●	●
What orders are in the system?	Order Summary	Sales>Order Reporting	●	●		●	●	●		●	●
What orders are on credit hold?	Order Summary	Sales>Order Reporting	●	●						●
What orders that have credit card authorizations against them?	Credit Card Authorizations	Sales>Order Reporting	●							●
What PO was paid with this check?	Cash Disbursements by Order	Accounting>Reporting	●
What product is about to expire?	Aged	Inventory>Reporting	●	●		●		●
What purchase orders are due to dock?	Order Summary	Purchasing>Order Reporting				●		●			●
What purchase orders are past due?	Order Summary	Purchasing>Order Reporting				●		●			●
What purchase orders have been applied to a purchase agreement?	Blanket Releases	Purchasing>Order Reporting						●
What purchase orders have been placed?	Order Summary	Purchasing>Order Reporting				●		●			●
What purchase orders have prices different than standard?	Standard Variance	Purchasing>Order Reporting	●	●				●
What purchase orders were invoiced for an amount different than the purchase order?	Invoice Variance	Purchasing>Order Reporting	●					●
What resources do I need for production?	Job Summary	Production>Reporting					●
What sales orders still haven't been paid?	Receivables Detail	Accounting>Reporting	●	●
What sales orders were paid on a check?	Cash Receipts by Order	Accounting>Reporting	●
What transactions did employee X do on the scanner?	WMS Transaction Log	Inventory>Reporting									●
What were the QC results on this item?	QC Detail	Purchasing>Order Reporting				●	●	●	●
What were the test results for this job?	QC Detail	Production>Reporting					●		●
When are the customers supposed to pay us?	Anticipated Cash Receipts	Accounting>Reporting	●	●
When did I order this item?	Order Detail -	Purchasing>Order Reporting				●		●			●
When did I place an order with a vendor?	Order Summary	Purchasing>Order Reporting				●		●			●
When was my vendor paid?	Order Summary	Purchasing>Reporting	●	●				●
When will my vendor be paid	Order Summary	Purchasing>Reporting	●	●				●
Where did that transaction come from?	General Ledger Detail	Accounting>Reporting	●
Where is this inventory?	Locations	Inventory>Reporting	●	●		●	●	●	●	●	●
Where is this product used?  (Where used)	Single level implosion	Inventory>Reporting				●	●	●
Which customer buys the most/least?	Ranking	Sales>Order Reporting	●	●		●				●
Which customers are late paying?	Receivables Summary	Accounting>Reporting	●	●
Which customers are not paying?	Credit Report	Sales>Order Reporting	●	●						●
Which customers are not paying?	Receivables Summary	Accounting>Reporting	●	●						●
Which item has the most/least inventory?	Ranking -	Inventory>Reporting	●	●		●	●	●	●	●	●
Which item is most/least frequently sold?	Ranking	Sales>Order Reporting	●	●		●				●
Which shipments are behind?	Order Summary or Date report	Sales>Order Reporting		●						●	●
Which vendor do we purchase the most/least?	Ranking	Purchasing>Order Reporting	●	●				●
Which vendors are late being paid?	Payables Summary	Accounting>Reporting	●	●
Who are the people associated with a contact?	Contact People	CRM>CRM Reporting		●	●			●		●
Why do I have material variances on this job?	Job Material Cost Detail	Production>Reporting	●				●
Will this order be profitable?	Potential Profit -	Inventory>Reporting	●	●						●