Production performance by item/vendor user manual

Overview

“Production performance by item/customer” is a screen to check production performance by item and customer.

Access

• Sidebar: Dashboard → Production performance by item/vendor

Before you begin

• Items and partners must be registered, and production plans and work-completion results must be processed first.
• To review amounts, the currency and exchange-rate information to use must be configured in advance.

Required information

• No user input is required.
• Optional filters are process date, item name and item code, partner name and partner code, and display currency.
• The process-date period defaults to the first through the last day of this month. The display currency is selected based on the user's currency settings.

Save and processing checks

• This screen does not save or change production results.
• After Reset, the process-date period returns to this month. Changing the currency redisplays results in that currency, so check the selected currency before comparing amounts.

Viewing data

1. Set filters such as period/account/item, etc. (if provided).
2. Run Search/Search.
3. Check performance data by item/account in the results table.

Download Excel (if available)

1. With filters applied, click Download Excel.
2. Check the data with the same conditions in the downloaded file.

Warnings

• This is an inquiry-only page, and the source of performance data is the production/work completion process.