Reports
The M3 Graphical Lot Tracker Application menu reports, monitor and support the overall tracking and tracing processes. On the detailed level, the Trace- and Group panel reports, support tracking, tracing and holding single trace objects.
- Enable the .INTERFACE:NAVIGATE_REPORT setting in the Application Settings panel. This will grant access to the Application menu ''Reports'' list, and to the Trace panel and Group panel lists ''Reports'' and ''Report Exports''.
- Enable or disable the .INTERFACE:NAVIGATE_REPORT_EXPORTS setting in the Application Settings panel. This will grant access to the Trace panel and Group panel list ''Report Export''.
- Enable the individual Application menu reports. Set the related Application Setting to 'Enabled'':
- Manufacturing Order Audit Report: .INTERFACE:SEARCH_MOAUDIT
- Rejected Transactions Report: .INTERFACE:SEARCH_REJECTED
- Group Hold Report: .INTERFACE:SEARCH_GROUPHOLD
- Lot Audit Report: .M3REPORT:REPORT_LotAudit
- Finalized Reports: .M3REPORT:USE_BACKGROUND_REPORT
- Enable the individual trace object reports that are available from the Trace panel and the
Group panel.
Set the related Application Setting to 'Enabled': M3REPORT:REPORT_<report name>.
To reclassify the current stock in M3 Business Engine, you can use the Group Hold Report, or any of the Trace panel Stock reports: Stock Products per Balance ID, Stock Products per Lot, Stock Components per Balance ID, Stock Components per Lot. The .M3API:API setting in the Application Settings panel must be enabled.
The Stock reports are generated based on snapshot data from the M3 Business Engine table MITLOC that is stored locally in the M3 Graphical Lot Tracker database. The snapshot is updated at each data transfer. Depending on how often the data transfer is set to run, you might need to refresh these values, ad hoc, in these reports.
For example, if the stock inventory values are changed in M3 Business Engine and the data transfer from M3 Business Engine to M3 Graphical Lot Tracker has not yet been run, the stock inventory values inM3 Graphical Lot Tracker Stock reports will be out of sync. This could have an impact on the expected outcome of the reclassification.
If the .M3API:REFRESHSTOCK setting is enabled in the Application Settings panel, then you can use the refresh function in the two reports: Stock Products per Balance ID and Stock Components per Balance ID. The purpose with the refresh function is to show the current M3 Business Engine values: stock inventory, allocatable flag, and balance status. Before the next data transfer, the current values are displayed only temporarily, that is, only as long as the report is open. If you close and reopen the report, then you must use the refresh function so that the updated values are displayed again. After the next data transfer, the updated values are saved and permanently available.
This table shows the reports that have individual configuration:
| Report | Setting in the Application Settings panel | Description |
|---|---|---|
|
Group Hold Report |
.M3API:API .INTERFACE:RECLASS_REASON_REQUIRED |
To perform reclassification, enable this setting. Note: It affects all stock related
reports.
To select a transaction reason, enable this setting.
Note: It affects all stock related
reports.
|
|
Stock reports per Balance ID |
.M3API:API .INTERFACE:RECLASS_REASON_REQUIRED .M3API:REFRESHSTOCK |
To perform reclassification, enable this setting. Note: It affects all stock related
reports.
To select a transaction reason, enable this
setting.
Note: It affects all stock
related reports.
To activate the refresh function for M3 Business Engine stock inventory values, enable this setting. |
| Stock reports per Lot |
.M3API:API .INTERFACE:RECLASS_REASON_REQUIRED .M3REPORT:REPORT_StockReport_Per_Lot |
To perform reclassification, enable this setting. Note: It affects all stock related
reports.
To select a transaction reason, enable this
setting.
Note: It affects all stock
related reports.
To use the Stock reports aggregated on lot, enable this setting. Two additional reports are available: Stock Products per Lot, and Stock Components per Lot. |
| Shipped Quantity |
.M3REPORT:RMContent_Unit .M3Report:Exclude_Scrap_Calculation |
For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting. |
| Raw Material Content |
.M3REPORT:RMContent_Unit .M3Report:Exclude_Scrap_Calculation |
For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting. |
| Consumed Quantity |
.M3REPORT:REPORT_UsedQuantity .M3Report:Exclude_Scrap_Calculation |
For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting. |
| Compare Raw Material Usage |
.M3REPORT:RMContent_Unit .M3Report:Exclude_Scrap_Calculation |
For the report calculation, one common basic unit of measure or alternate unit of measure must be set. To exclude scrap calculations from the report, enable this setting. |
| Material List |
.M3REPORT:MaterialList_Include_All .M3REPORT:MaterialList_Extended |
If by-products, co-products, and end items are to be included, enable this setting. If additional information about Supplier is to be included, enable this setting. |
|
Lot Audit |
.M3REPORT:LotAudit_ObjAutorization .M3REPORT:REPORT_LOTAUDIT_EXPORT_EXTENDED |
If you set this application setting to Disabled, you can override object authorization
only for the Lot Audit report. If Export extended option for the Lot Audit report is to be available, enable this setting. |
|
Lot Audit All Levels |
.M3REPORT:LotAudit_ObjAutorization | If you set this application setting to Disabled, you can override object authorization only for the Lot Audit All Levels report. |
| Customer List | .M3REPORT:Customer_Include_Returns | If customer returns are to be included, enable this setting. |
| Rejected Transactions Report | .CONFIG:ONHOUSEKEEPING.<setting> | Cleaning of the data queue and deletion of transactions are configured through the housekeeping tasks. See Housekeeping tasks. |
| Manufacturing Order Audit Report |
.M3SYS:DaysForOpenMO .M3REPORT:MOAudit_MaxOrders |
Specify the number of days during which a transaction must be open for adding a trace. Specify the maximum number of manufacturing orders that are included in the analysis. |
| Finalized Reports |
.M3REPORT:USE_BACKGROUND_REPORT .M3REPORT:BACKGROUND_REPORT_TIMEOUT |
For specific reports or exports to be finalized in the background when the timeout is exceeded, enable this setting. Specify the timeout value in seconds. |
In reports, you can export result lists to Microsoft Excel, in CSV or XLS file format. To define the export format, use the .INTERFACE:EXPORT_FORMAT setting in the Application Settings panel.
See Settings in the Application Settings panel. The report settings and the interface settings are described.