Legend:
Fusion Analysis Reports (May require Fusion permissions)
Fusion Report Writer Report (May require access or permissions)
Report Name
Link or Location
Description
Notes\Help
SSRS The bulk oil exception report to used verify oil was actually billed where needed. In most cases it is looking for certain part numbers and when those numbers are not invoiced on a work order i.e. 257000-999QT, we go back and see why not or if a different engine oil was used i.e. T15W40. The same goes for the synthetic oils for transmissions and rears. It also helps us (parts) keep our inventory correct if we miss billing it we are able to catch it the next morning versus days or weeks later.
SSRS Lists company contact memberships updated during a date range.
SSRS Suggests Fusion parts bins to count by branch to support quarterly full inventory.
SSRS Shows progress towards quarterly cycle counts. Only locations running the "Cycle Counts Bin Request Report" are reported. Yellow cells are within 10% of Quarter Complete. Click "Quarter" field to drilldown to "Fusion Inventory Requests Report".
Customer Backorder Filling
Karmak Fusion->Parts Inventory
->Analysis Reports
INV62555 List all parts with customer backorder qty > 0, and details of the backorder that make up the quantity. Also displays available and on order qty to reflect what has been received and what backorders are still on order.
Customer Fill Ratio
Karmak Fusion->Parts Inventory
->Analysis Reports
INV69100 Customer fill ratio is the % of parts or RO detail line items (excluding parts returns, core charges, misc. charges & Labor) that are filled complete. **Complete description of this report can be found by clicking the "HELP" button.
Customer Special Pricing
Karmak Fusion->Parts Inventory
->Analysis Reports
PRC63550 A comprehensive listing of customer special pricing established in the Customer Special Pricing application.
SSRS Report. Returns rebate information for Baldwin, Donaldson and Fleetguard filter parts.
SSRS Report. Reports summary information on Fusion inventory requests. Allows user to drilldown to request parts list.
Inter-Branch Transfer Status
Karmak Fusion->Parts Inventory
->Analysis Reports
INV68501 Used to determine which inter-branch orders have not been processed completely. Includes inter-branch point-of-sale and inter-branch for stock purchase orders that have not been maintained in any way, have partial shipments or processed without being received in the requesting branch.
SSRS Report KWS inside parts salespersons parts sales for an accounting period by branch and salesperson. Includes transaction detail by salesperson.
SSRS Report KWS outside parts salespersons parts sales for an accounting period by branch and salesperson. Includes transaction detail by salesperson.
SSRS Report: Report parts sales to national fleet customers by accounting period.
SSRS Reports total value of parts that have not been ordered or sold in the past 1 or 2 years.
SSRS Reports parts that have not been ordered or sold in the past 1 to 5 years.
SSRS Allows manager to set and update monthly goals for outside parts salesmen.
SSRS Shows parts with core from different supplier than part.
Reports past 12 months sales by outside salesperson by assigned customer. Allows reporting of no-sales assignments. Shows if assignment is at the customer or ship-to level.
Parts Inventory Quantity Adjustments
Karmak Fusion->Parts Inventory
->Analysis Reports
INV61010 All quantity adjustments performed in the system during a specified date range. The report will also include physical inventory/cycle count changes. **Please review report "HELP" link to for more information regarding the Parts Transaction Application data**
Reports assignment changes from previous day for salesperson.
Reports YTD and prior YTD sales and goals by salesperson.
Reports sales information by salesperson, customer for an accounting period.
Reports total parts sales in a comma separated list of zip codes.
Reports income statement and outside sales person productivity information. Emails can be sent to each outside sales person with their specific stats.
Reports parts with more that 1 supplier by district.
Customers with annual spending above an amount and not assigned.