Steps in the screenshots correspond to the numbers in the headings.
The information that used to be on the Consumption by Place report can now be found on the Material and Service Transaction History Report. You can either filter it in advance or after it's run.
1. Go to the ATS Reporting Server from the Links menu in the Portal.
You could also go directly to the reporting server by typing the URL in the address bar of your internet browser. https://ssrs.advancedtech.com/Reports/browse/
If you are having trouble accessing the report, you can do it by using the Internal ATS reporting server: https://ssrs-internal.advancedtech.com/Reports. You must be VPN'd in to access the internal server.
2. Choose the folder with the appropriate language.
3. Find the Material and Service History Transaction History tile in the listing of reports.
4. If you want to add this report to your favorites, click on the three dots at the top of the tile.
5. Click the Star to Add to Favorites.
6. The report parameters will load.
7. Enter your four digit site number. You will need to uncheck the null box before you do this.
8. Enter the Transaction date to and from. The report defaults to one month from the current date and time. At the most, you should limit your date range to six months, so that the report does not time out.
9. For Source type, uncheck the null box and enter RQ. RQ or Request is the code associated with Work Order Issue.
10. Include Equipment Information defaults to No. You must change it to Y for Yes.
11. By default, the Asset ID null checkbox is checked. If you leave it checked it will pull back all Equipment for the date range. If you enter a specific asset ID, that is what you will get.
12. Click View Report.
13. You will know that the report is loading properly when you see the bar below the parameters load.
14. If you want to export the report, click on the floppy disc.
15. Click the desired format from the drop-down.
Report Fields include:
- Source Type
- Message ID
- Place Name
- Transaction Date
- Adjustment Reason
- Transaction Comment
- Location
- Part/GNS ID
- MFG Part #
- Part/GNS Description
- MFG Name
- Customer Account
- UNSPSC (for MX Sites)
- Issue Ticket Number (Site 0013 & 0016 Only)
- Account (Site 0013 & 0016 Only)
- Account Description (Site 0013 & 0016 Only)
- Bin ID
- Transaction Qty Usable
- Transaction Qty Unusable
- UOM
- Unit Cost
- Extended Cost
- Currency
- Created By
- Issue To
- Purchase Order ID
- PO/GNS Line
- Billable PO
- Line Status
- Line Category
- Spend Category
- GNS Services Category
- WO#
- Task ID
- Task Template
- WO Type
- Breakdown
- WO Priority
- Equipment ID
- Equipment Description
- Model
- Model Desc
- Asset ID
- Asset Desc
- Serial#
- Asset Criticality
- Equipment Group
- Equip Type
- Equip Sub-Type
- Sublocation
- Equipment Site Ref 1
- Equipment Site Ref 2
- WO Site Ref 1
- Original Reference ID
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