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3.15 Storeroom Dashboard in Power BI

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The Storeroom Dashboard App can be accessed on it's own or through the Business Intelligence Portal App.  There is an overview page,  and then four following pages that break down the information even farther.

This is a great snapshot for management to get an overview of what is happening at his/her site.  There may be very good reasons for the numbers in each of the tiles.  You should, however, have a plan and be continually working to improve any that are concerning to you.

Please note that the tabs are not hyperlinks to other apps or sites.  They are simply for informational purposes only.

Navigation

This dashboard will be split into 3 sections:  A.  Req/PO Actions, B. Inventory Actions and C. Storeroom Excellence (SE) Actions.

A.  Requisition/PO Actions

  1. Unreleased Req Lines:  This is how many line items are sitting in the SCS queue right now that are waiting to be released.  This could be for many reasons:
    • The customer has asked you to wait to order due to cost constraints
    • More information is needed before the req can be released
    • Or it could be that the SCS just has not had time to release them.
      • You should follow up to see what is driving that number.
  2. Unreleased Work Order Req - CA/CO Part Need (part need was created but has been canceled or completed.
    • These reqs should no longer be needed.  The Purchasing Team will not process a Req for a work order when the line status is not in an Entered state.
  3. WO PO's Past CPD (customer promise date)
    • These items should be investigated.  
      • Have they arrived at the site and are waiting to be received?
      • Was the Customer Promised By Date adjusted to a later date?  (Check the Events to see this)
      • You may have to ask the buyer to follow up with the vendor.
  4. Open Grief
    • If you have items on the Open grief log, there is a disconnect between what was ordered, received, and invoiced.  The longer it sits in Grief, the less chance we have of collecting the money.

B.  Inventory Actions

  1. Cycle Counts Remaining (current month)
    • This will tell you how many items still are open on existing cycle counts for the month.
    • It directly ties to the second page of the report (CC's Remaining) which will give you information down to the part number level.
  2. Unallocated parts in Bin "WORKORDER"
    • Only parts that were specifically ordered for a Task should be received into the WORKORDER BIN.
    • If you have a part that is not allocated that is sitting in the bin, you need to check to see if  it either a) needs to be allocated or b) needs to be transferred to a different bin.
    • Parts in the WORKORDER BIN are not included in cycle counts, and therefore can cause an inaccurate inventory value.
    • The forth page of this app provides information on Allocated parts.
  3. Parts with "Refill" Unchecked
    • If the refill box is unchecked, a requisition will never generate for the part.
    • If the part is no longer be stocked at your site, it is valid that the refill box on the stock record could be unchecked.  
    • However, the refill box also becomes unchecked when the min/max is increased.  If you have submitted a Stock Authorization form to increase your min/max and haven't heard back from your SCS Program Manager, you may want to follow up if the part is showing up here.
    • The 3rd page of this app will show you which part numbers have the refill unchecked.  You can also find it by using the information below.
    • Is there an easy way to check to see which parts are missing the Refill Flag in the Stock Record?
  4. Parts with Multiple Bin ID's.
    • Good inventory management tells you that, whenever possible, you should have parts in a few bins as possible.
    • If you show that you have parts in "multiple bins", the last page of this app shows which parts are in multiple bins.
    • The Logistics Manager can be used to consolidate bins.
  5. Parts in "Unusable" Bins
    • If there are parts in Unusable Bins, they should be scrapped, or sent out to be repaired.
  6. Parts in "-R" Bins
    • As ATS does not currently track serialized parts, we are unable to specify cost differential between New and Repaired Parts.
    • -R Bins should contain only parts that have been repaired.
  7. Parts in Bin ID "LOCATION"
    • Location is the default receiving bin, but with good inventory management, there should not be any parts in that bin.
    • Parts in "Location" are also removed from cycle counts, so, like the WORKORDER bin, if you have a large amount of parts in that bin, your inventory value can be inaccurate.

Storeroom Excellence (SE) Actions

  1. Parts on Scrapped/Decomm'd Equip
  2. Parts Not on a BoM
  3. Repairable Parts WO Usage (last 7 days)
    • Finally, we encourage the use of Repairable Parts, and encourage sending in those parts to IPS (or other vendor) for repair.
    • This last tile shows how many parts that are marked as "repairable" in the Part file have been used in the last 7 days.  You can then check to see that there are the same amount of Core Repair POs that have been sent in.

Icons

Storeroom Dashboard - Power BI - Google Chrome

1. Pin - this shows that this tiled is pinned to the dashboard.

2. Copy Visual as Image - this will allow the user to copy the selection as an image and copied to the clipboard.

Storeroom Dashboard - Power BI - Google Chrome

3. Filters - filters and slicers affecting this visual. Information available under this filter: IsReleased, Site Name, Site Name Is Not, Site Status, part_need_status, po_line_status.

Storeroom Dashboard - Power BI - Google Chrome

4. The 3 dot Icon this will contain the options: Add a comment, Chat in Teams, Exports and Spotlight.

Storeroom Dashboard - Power BI - Google Chrome

5. Site Name - In the upper right corner, there is a drop down list of sites that the user has access.

You can also expand the filters on the far right and adjust the filters to modify the data.  If you want to return the data back to the original view, simply click the reset to default icon in the upper right corner.

6. Filters - this will allow users to narrow their search by site name and site status.

Storeroom Dashboard - Power BI - Google Chrome

7. The yellow box in the lower left column gives you information on how often the app refreshes.

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