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- ABC Analysis
- Used to identify "fast-moving" materials on a value-basis.
- Requisition Value, Order Value and Issue Value are ranked by the percentage of the value to the total value of all material.
- By default if the value is in the top 80% or more of the total value the material then it is ranked as category A between 15 - 80% category B and below 15% as category C.
- The calculation is across all jobs and even DRAFT Requisition, Order and Issues are considered.
- Used to identify "fast-moving" materials on a value-basis.
- Customer Stock Statement
- Shows the details of Stock issued by the customer for a job (Free issue material has Zero Value).
- Customer Issues are created through the Warehouse Module when the Customer gives material to the Contractor.
- Material Budget
- Shows the details of the budget and requisitions against the budget for a given job grouped by the Material Hierarchy.
- Through this report one can find how much of the budget for a given group was consumed and how much is still available.
- Requisitions in DRAFT stage are also considered.
- The Budget comes from the Estimate process (only Approved Estimates marked as Budget are considered)
- Material Budget Burn Report
- Shows the budget consumed in terms of the Purchase Order issued across all material in a job.
- The Rate Variance column denotes the difference between the Budgeted Rate and the Rate on the PO. In case the PO rate is lower than the Budgeted Rate this is a +ve number (shown in green) and in case the PO rate is higher than the Budgeted Rate this is a -ve number (shown in red).
- Material Issue Register
- List of All material issued in a given job. Users can filter by the Issue Type and material name
- This is a QTY based report.
- Material Offer Rates
- Compares the Offer rates for a Material in a job (or across all jobs) in a given period.
- Note these are only Offers - a PO may nor may not have been issued against this rate.
- Material Purchase Rates
- Compares the Purchase rates for a Material in a job (or across all jobs) in a given period.
- Material Receipt Checklist
- At the time of MRN receipt a checklist is filled, the data entered in this checklist is tabulated and displayed in this report.
- The parameters in the checklist are customized for each installation of OMNI.
- Material Receipt Register
- Displays all material coming inward into the Warehouse for a Job. this can be used to tally the value of stock in the warehouse.
- Material Transfer Register
- Displays details of material transferred through the Stock Transfer Process from a given job.
- Inward material i.e. at the destination job can be viewed through the Material Receipt Register.
- MR Tracking Report
- This report displays the status of material requisitions for a given job.
- Each MR can result in multiple RFQs and hence multiple POs.
- The status of each PO is also listed for the MR.
- PO Tracking Report
- This report displays the status of the Purchase Orders issued to a given vendor for a given job.
- Also displays the MRNs for the PO and the Bills registered against the MRN if any.
- Purchase By Item
- Displays all Purchases made for a particular material from all vendors within a date range across all Jobs.
- Purchase Order and Cash (Local) Purchases are both considered.
- Purchase By vendor
- Displays all Purchases made from a particular Vendor for all material within a date range across all Jobs (or filtered by Job).
- Purchase Order and Cash (Local) Purchases are both considered.
- Stock Ageing Report
- An Ageing Report for the material that is current in Stock for a given job.
- The Age is calculated from the date of receipt.
- Stock Statement
- This report displays the inventory available in a given job.
- This can be filtered by Material or date range in which case it shows in the Inward and Outward movement of material for that given range.
- Stock Statement All Jobs
- Shows the inventory across all jobs.
- This report can be filtered by Material or by date range.
- Stock Transaction Report
- This report lists all inward and outward transactions for a given job within a date range.
- Subcontractor Material Reconciliation
- This report reconciles the material issued to the subcontractor with the material that was provisioned.
- Provisioning a material allows the material to be issued to a particular Suncontractor against a Work Order and can be done through the Projects Module.
- Material is issued through the Warehouse module and is part of the normal issue process. The Issue Type must be chosen as "To Subcontractor"
- Subcontractor consumption is recorded through the Warehouse Module.
- This report also shows what is the Work Order Quantity given and how much of that quantity has been completed.
- This report is used to reconcile the stock available with the subcontractor against what had been reserved for him and also against the percentage of work done.
- This report reconciles the material issued to the subcontractor with the material that was provisioned.
- Subcontractor Offer Rates
- Comparison of Offers given by Suncontractors in a given job and date range.
- The comparison is made across the Service Type defined in the Workgroup.
- Note these are offers and a Work Order may or may not have been issued at this rate.
- Subcontractor Purchase Rates
- Comparison of rates on Work Orders issued to Subcontractors in a given job and date range.
- The comparison is made across the Service Type defined in the Workgroup.
- Subcontractor Stock Statement
- Displays the stock currently available with Subcontractors.
- Users can filter this report by Material or Vendor.
- WR Tracking Report
- Displays the status of Work Requisitions for a given job in a date range.
- The RFPs issued against a WR and their status is also displayed.
- Stock Statement - Simple
- Displays the Stock Statement in a simplified format with all Stock Lots regardless of their current stock qty or value.
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