Steps in the screenshots correspond to the numbers in the headings.
This report captures Supply Chain data for Eaton. Unlike other reports, it is laid out in the EATON format so that Eaton can receive it from ATS via FTP.
This is not a report that is run at the site level.
1. From the main screen of the Portal, click on Links.
2. Choose Reports from the drop-down menu. This will take you to the ATS Reporting Server.
3. Click on the ATS_FMS_Reports folder.
4. Choose the Eaton Commodity Report from the list below.
5. If you would like, you can right click on the card and then click on the Star to add this report to your Favorites.
Anything added to your favorites will show in the Favorites folder. This makes it much easier to access the reports you use, versus searching through the entire list.
Now you need to enter the Criteria for the Report. By default the dates will populate to one month from the current date and time. You may want to change that to a different date range. You can do this by either typing directly into the date fields or by clicking on the calendar to change the date.
6. Confirm that the Date FROM is what you want it to be. If not, change it to the appropriate date and time. This represents the Start Date for your report.
The Report will start to Cache. You will see a message that says "Loading". Simply hit CANCEL.
7. Confirm that the Date TO is what you want it to be. If not, change it to the appropriate date and time. This represents the End Date for your report.
You MUST enter an End Time if you want the entire day. The end time is 11:59 pm.
8. Enter your four-digit site number.
9. By default, the flag for Billable defaults to Yes, but it can be changed to No or All.
10. The Country defaults to include US, UK and MX, but you can filter to just one of those options.
11. Click the VIEW REPORT BUTTON.
12. A loading message appears.
If the report doesn't populate in 2-3 minutes (depending on your site connectivity), hit Cancel and then View Report again.
You cannot have two people trying to run the same report with the same parameters at the same time, so don't have your P/S try to run the same report while you are trying to run it or it will not load.
13. You will know the report is building when the bar below the parameters populates.
14. To export the Report, click on the floppy disc icon.
15. Choose Excel from the options in the drop-down list.
Fields include:
- Row ID
- ATS PO Number
- ATS Line Number
- Freight Account
- Invoice Date
- Ledger Code
- Ledger Code + Ledger Name
- Ledger Name
- Supplier Item Number
- Services Category
- Item Description
- Unit of Measure
- UOM Quantity
- Quantity Shipped
- Unit Price
- Extended Price
- Freight Terms
- Freight Charge (per UOM)
- Other Invoice Charges
- Tax Billed
- Extended Price and Total Spend
- EATON Purchase Order Number
- Requestor Name
- Buyer Name
- Order Date
- Ship Date
- Supplier Invoice Number
- Currency of Invoice
- Purchase Order Line
- Vendor Specific Info
- Commodity Code Description
- Manufacturer Name
- Manufacturer Part Number
- Brand Name
- Comments
- Supplier Name
- Supplier Country
- Supplier Zip
- Supplier City
- Supplier State
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