Controller Home - Navigator Tab

Fields

Multi-Site Group: This field allows you to view data in all shared Multi-Site groups including the group logged into by the user. This field is required, and the default value comes from the Multi-Site Group identified on the Users form for the logged-in user.

Tabs

On each tab, all amounts are displayed in the local currency.

Trial Balance: This tab allows you to view a range of account balances. Use the As of Date field to define the earliest date to include in the range. The latest date in the range is always the current date.

Purchase Cost Variance Analysis: This tab displays purchase cost variance for standard costed items. The left grid displays only items with a Cost Type of standard, a Source of Purchased, and a Material Status of Active or Slow Moving. The right grid displays details of the selected item.

Standard Cost Analysis: This tab provides a view of standard cost items and their standard costs as compared to current unit costs.

Cost Analysis: This tab allows you to view items which have zero costs or negative on-hand quantity.

Job Variance Analysis: This tab shows jobs for items with a cost type of standard that have had large variance amounts posted into a variance account. For jobs where this condition occurs, a comparison of actual vs. standard costs is shown for the operations and materials on that job. This allows for analysis into what jobs are hitting variance accounts and to see those jobs' actual costs vs. standard costs. The data on these grids comes from the Job Orders, Job Operations, and Job Materials forms. To choose the range of records that display, select an account, fiscal year, and period in the Account, Fiscal Year and Period fields, then select Actions > Refresh.

Customer Analysis: This tab displays details about all Bill To customers' outstanding balances.

Vendor Analysis: This tab displays details about balances to be paid to vendors.

Reconciliations: This tab displays a selected period of user-entered, manual journal entries that were posted to the ledger (from General Journal) or journal entries posted from user-defined journals. The left grid displays accounts from the ledger that were used in the user-entered, manual journal entries that were posted. The right grid displays information about the selected account from the left grid. To choose the range of records that display, select a year and period in the Fiscal Year and Period fields, then select Actions > Refresh.

Time Phased Cash Impact: This tab allows you to view cash flow by displaying totals from the Cash Impact Report, which is generated when you open or refresh the Controller Home form.

PO Funds Committed: This tab provides you with a picture of future cash requirements by displaying a summary of the PO Fund Committed Report, which is generated when you open, or refresh, the Controller Home form. Use the PO Status check boxes to limit the types of purchase orders that are displayed.

Writeoff Analysis: This tab allows you to view older A/R and A/P transactions that need to be reviewed or written off. Use the Cutoff Date field to define the most recent date to include in the grids.