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How can I see my Part Spend for Breakdown Tasks on Work Orders?

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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 Work Module vs. the CLIENT.  This takes the least amount of processing time and puts the least amount of strain on the server.

2. Choose Reports in the drop-down.

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.

3. The ATS Reporting Server will load.

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. Select Null and then enter your 4-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. Then select your Transaction Date Thru end date.

Keep in mind, if you just enter a date without a time (as we have in our screenshot below), the system assumes 12:00 a.m.   Therefore, 7/1/2018 - 8/1/2018 will give you the entire month of July 2018.

Do not miss step 12!

12. Since you need to see the Equipment, make sure you change the drop down next to Include Equipment Info from No to Yes.

13. Breakdown defaults to ALL.  Click on the drop-down arrow and select yes.

14. Click View Report.

15. A loading message will appear.

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
  • 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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