Steps in the screenshots correspond to the numbers in the headings.
Anytime you want to see parts used on a Work Order, your best bet is the Material and Service Transaction History report.
As always, it is best to run the report from the SSRS Reporting Server in the Portal vs. the CLIENT. This takes the least amount of processing time and puts the least amount of strain on the server.
One thing that can be confusing on reports is the difference between Equipment ID and Asset ID. If you look up the Equipment Record in the system, it is easier to see the difference. See the example below.
- The Equipment ID, circled in blue, is a system assigned number. It will always be all numbers, and there will never be two machines with that same Equipment ID in the system.
- The Asset # is also called the Tech ID. This is what the Customer calls the machine. This is usually an Alpha/Numeric field, and can literally be anything. It's just whatever makes the most sense to the site. In theory, Site A could have a DEGREASER-03, and so could Site Z. These would be differentiated in the system by different Equipment IDs, Serial numbers, etc.
- Pay close attention to whether the report is asking for the Asset ID or the Equipment ID. If you don't enter the proper information, your report will not populate. You must always
1. In the Work Module, click on Links in the Masthead.
2. Choose Reports in the drop-down.
3. The ATS Reporting Server will load.
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.
4. Click on the appropriate tab and folder.
- If you have marked the report as a "Favorite," it will show under the Favorites tab.
- If not, click on the Browse tab and select either the English or Spanish report folder.
5. Choose the Material and Service Transaction History tile from the listing.
6. To add this report to your Favorites, click on the three lines in the upper right corner.
7. Click the Star to Add or Remove from Favorites.
8. The report parameters load.
9. After un-checking the NULL box enter your four-digit site number.
10. The Transaction Date From will default to one month prior to the current date and time. Click on the calendar or type over the text to change the date to the beginning of the date range.
11. Users then can use the Transaction Date Thru field to select an end date.
12. After choosing YES to "Include Equipment Info" you can specify an Asset ID. This report is asking for the Asset ID, so we will uncheck the Null checkbox, and enter DEGREASER-03.
If you want to see ALL assets, you would leave the Null checkbox checked.
If you want to include multiple assets, you would simply list them, separated with the Pipe key (the straight up and down line) which can be found by holding down the shift key and pressing the key right above Enter. Do not use spaces, simply enter like this: Asset1|Asset2|Asset3|etc.
13. Click View Report.
14. A loading message will appear.
15. You will know that the report is processing properly when you see the bar below the parameters populate.
16. If you want to export the report, click the floppy disc icon and choose the export method.
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
- USPNC (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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