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© 2 0 1 2 A N N A T A M I C R O S O F T D Y N A M I C S A X w i t h I D M S 1
Analytics
April 2012
Implementation Guide Annata IDMS for Dynamics AX 2012
© 2 0 1 2 A N N A T A M I C R O S O F T D Y N A M I C S A X w i t h I D M S 2
Using this document
This document is an overview of Microsoft Dynamics AX with IDMS add-on.
Disclaimer
The use of Microsoft Dynamics AX described in this document is intended as examples only and is not intended to describe the only way to use the functionality of the Microsoft Dynamics AX product or the IDMS add-on solution.
This material is for informational purposes only.
Annata hf. disclaims all warranties and conditions with regard to use of the material for other purposes. Annata hf. shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract, negligence or other action arising out of or in connection with the use or performance of the material. Nothing herein should be construed as constituting any kind of warranty.
The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
Copyright Notice:
Copyright © 2012 Annata hf., Iceland. All rights reserved.
Trademark Notice:
Microsoft, Axapta, Navision and Dynamics AX, are either registered trademarks or trademarks of Microsoft Corporation or FRx Software Corporation, or Microsoft Business Solutions ApS or their affiliates in the United States and/or other countries. FRx Software Corporation and Microsoft Business Solutions ApS are subsidiaries of Microsoft Corporation.
Document version: 6.0/6.0.601.2
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Table of Contents Role Center .................................................................................................................................................. 8
Cues .......................................................................................................................................................... 9
KPI‘s .......................................................................................................................................................... 9
Quick links ................................................................................................................................................ 9
Worklist .................................................................................................................................................. 10
Reports ................................................................................................................................................... 11
Report called from a menu in Dynamics Ax........................................................................................ 11
Master detail report ........................................................................................................................... 12
Detail report ....................................................................................................................................... 14
Refreshing of reports previously opened in the current session ....................................................... 14
Detailed list of role centers ........................................................................................................................ 15
After Sales Manager ............................................................................................................................... 15
CEO ......................................................................................................................................................... 15
CFO ......................................................................................................................................................... 16
Claims Manager ...................................................................................................................................... 16
Device Purchases New ........................................................................................................................... 17
Device Purchases Used ........................................................................................................................... 17
Device Sales Dealer ................................................................................................................................ 18
Device Sales Importer............................................................................................................................. 18
Device Sales Manager ............................................................................................................................ 19
Mechanic ................................................................................................................................................ 19
Parts Manager ........................................................................................................................................ 20
Parts Purchases ...................................................................................................................................... 20
Parts Sales .............................................................................................................................................. 20
Rental Manager ...................................................................................................................................... 21
Rental Officer ......................................................................................................................................... 21
Service Manager ..................................................................................................................................... 22
Workshop Foreman ................................................................................................................................ 22
Workshop Reception .............................................................................................................................. 23
Detailed list of cues .................................................................................................................................... 24
Approved transfer orders ....................................................................................................................... 25
Cases Awaiting ........................................................................................................................................ 26
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Cases confirmed orders .......................................................................................................................... 26
Cases due ................................................................................................................................................ 26
Cases due in next 30 days ...................................................................................................................... 27
Cases in process...................................................................................................................................... 27
Cases open.............................................................................................................................................. 27
Cases open recalls .................................................................................................................................. 28
Cases open recall lines ........................................................................................................................... 28
Cases planned ordes next 30 days ......................................................................................................... 28
Cases ready for invoicing ........................................................................................................................ 29
Cases recalls to be claimed..................................................................................................................... 29
Claims inbound confirmed last 30D ....................................................................................................... 29
Claims inbound declined last 30 days .................................................................................................... 30
Claims inbound in review ....................................................................................................................... 30
Claims inbound not processed ............................................................................................................... 30
Claims outbound confirmed ................................................................................................................... 31
Claims outbound declined last 30 days .................................................................................................. 31
Claims outbound not invoiced ............................................................................................................... 31
Claims Outbound Not Processed ............................................................................................................ 31
Claims outbound with errors ................................................................................................................. 32
Claims rejected – last 30 days ................................................................................................................ 32
Contracts due but not closed ................................................................................................................. 32
Contract due in collection ...................................................................................................................... 33
Contracts due in 30 days ........................................................................................................................ 33
Device deliveries next 7 days ................................................................................................................. 34
Device order change ............................................................................................................................... 34
Device order rejection ............................................................................................................................ 34
Device preorders .................................................................................................................................... 35
Device sales order .................................................................................................................................. 35
Device sales order not on hand .............................................................................................................. 35
Device sales quotation ........................................................................................................................... 35
Device sales quotation overdue ............................................................................................................. 36
Device sales quotation overdue last 7 days ........................................................................................... 36
Device shipments in 30 days .................................................................................................................. 37
Device shipments in 60 days .................................................................................................................. 37
Device – New – Awaiting shipping ......................................................................................................... 37
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Device – New – Change request ............................................................................................................. 38
Device – New – Confirmed purchase orders .......................................................................................... 38
Device – New – Delayed delivery ........................................................................................................... 38
Device – New – Expected delivery N7D ................................................................................................. 39
Device – New – Expected delivery N30D ............................................................................................... 39
Device – New – Expected delivery N90D ............................................................................................... 39
Device – New – In shipping .................................................................................................................... 40
Device – New – My purchase orders ...................................................................................................... 40
Device – New – New on hand L7D ......................................................................................................... 40
Devices delayed deliveries ..................................................................................................................... 41
Devices from PDI .................................................................................................................................... 41
Devices from PDI overdue ...................................................................................................................... 41
Devices incoming next 30 days .............................................................................................................. 42
Devices invoiced last 7 days ................................................................................................................... 42
Devices invoiced last 30 days ................................................................................................................. 42
Devices INCOMING – All ......................................................................................................................... 43
Devices on HAND – All ............................................................................................................................ 43
Devices on HAND – New ........................................................................................................................ 43
Devices on HAND - 30+ ........................................................................................................................... 44
Devices on HAND - 60+ ........................................................................................................................... 44
Devices on HAND - 120+ ......................................................................................................................... 44
Device – Used – Awaiting shipping ........................................................................................................ 45
Device – Used – Change request ............................................................................................................ 45
Device – Used – Confirmed purchase orders ......................................................................................... 45
Device – Used – Delayed delivery .......................................................................................................... 46
Device – Used – Expected deliveries N7D .............................................................................................. 46
Device – Used – Expected deliveries N30D ............................................................................................ 46
Device – Used – Expected deliveries N90D ............................................................................................ 47
Device – Used – In shipping .................................................................................................................... 47
Device – Used – My purchase orders ..................................................................................................... 47
Device – Used – New on hand L7D ......................................................................................................... 48
Device – Used – On hand ....................................................................................................................... 48
Devices – Used - On HAND - 30+ ............................................................................................................ 48
Devices – Used - On HAND - 60+ ............................................................................................................ 49
Devices – Used - On HAND - 120+ .......................................................................................................... 49
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My due cases .......................................................................................................................................... 49
My invoiced devices ............................................................................................................................... 50
My open cases ........................................................................................................................................ 50
My open devices..................................................................................................................................... 51
My rental orders ..................................................................................................................................... 51
My transfer orders ................................................................................................................................. 51
Parts emergency orders ......................................................................................................................... 52
Parts my open sales orders .................................................................................................................... 52
Parts my purchase orders ....................................................................................................................... 52
Parts open sales orders .......................................................................................................................... 53
Parts planned purchase orders .............................................................................................................. 53
Parts planned purchase orders next 30 days ......................................................................................... 54
Parts purchase orders overdue .............................................................................................................. 54
Parts sales quotation next 7 days ........................................................................................................... 54
Parts shipped but not invoiced .............................................................................................................. 55
Rental deliveries next 7 days .................................................................................................................. 55
Rental deliveries today ........................................................................................................................... 55
Rental deliveries overdue ....................................................................................................................... 56
Rental devices in transit ......................................................................................................................... 56
Rental quotations ................................................................................................................................... 56
Rental returns due in 30 days................................................................................................................. 57
Rental returns next 7 days ..................................................................................................................... 57
Rental returns overdue .......................................................................................................................... 58
Rental returns today............................................................................................................................... 58
Rental transfer arrival next 7 days ......................................................................................................... 58
Rental transfer arrival today .................................................................................................................. 59
Rental transfer departure next 7 days ................................................................................................... 59
Rental transfer departure today ............................................................................................................ 59
Transfers awaiting approval ................................................................................................................... 60
Transfer orders in transit ........................................................................................................................ 60
Detailed list of reports ............................................................................................................................... 61
Case CPU analysis ................................................................................................................................... 61
Case CPU analysis – RC ........................................................................................................................... 61
Case margin analysis .............................................................................................................................. 61
Case margin analysis - RC ....................................................................................................................... 61
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Case revenue trend – RC ........................................................................................................................ 61
Device age analysis ................................................................................................................................. 62
Device age analysis – RC ......................................................................................................................... 62
Device inventory activity ........................................................................................................................ 62
Device inventory activity – RC ................................................................................................................ 62
Device inventory management .............................................................................................................. 63
Device inventory management – RC ...................................................................................................... 63
Device on hand value trend ................................................................................................................... 63
Device on hand value trend – RC ........................................................................................................... 63
Device sales margin ................................................................................................................................ 64
Device sales margin – RC ........................................................................................................................ 64
Device sales orders ................................................................................................................................. 64
Device sales orders – RC ......................................................................................................................... 64
Device sales quantity by brand .............................................................................................................. 64
Device sales quantity by brand – RC ...................................................................................................... 65
Device sales w/additions YTD ................................................................................................................. 65
Device sales w/additions YTD – RC ......................................................................................................... 65
Device sales YTD ..................................................................................................................................... 65
Device sales YTD – RC ............................................................................................................................. 65
Item inventory activity ........................................................................................................................... 66
Item inventory activity – RC ................................................................................................................... 66
Item inventory management ................................................................................................................. 66
Item inventory management - RC .......................................................................................................... 67
Item on hand trend against sales ........................................................................................................... 67
Item on hand trend against sales – RC ................................................................................................... 67
Item on hand value trend ....................................................................................................................... 68
Item on hand value trend – RC ............................................................................................................... 68
Reservation – RC..................................................................................................................................... 68
Work center efficiency ........................................................................................................................... 68
Work center efficiency – RC ................................................................................................................... 69
Work center productivity ....................................................................................................................... 69
Work center productivity – RC ............................................................................................................... 69
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Role Center A number of Role Centers are being deployed with this version of IDMS 6.05, those are:
- After Sales Manager
- CEO
- CFO
- Claims Manager
- Device Purchases New
- Device Purchases Used
- Device Sales Dealer
- Device Sales Importer
- Device Sales Manager
- Mechanic
- Parts Manager
- Parts Purchases
- Parts Sales
- Rental Manager
- Rental Officer
- Service Manager
- Workshop Foreman
- Workshop Reception
Role Center pages contain various pieces, or Web parts, that display information. Each Role Center has its own cues, KPI‘s, quick links, reports and work lists to best suit the needs of each role within the company. The user can personalize it‘s role center for a more focused view.
Users are assigned to Role Centers based on user profiles, which are sets of default information for a specific role in the organization. Each user is assigned to a user profile, and a Role Center is specified for each profile.
Please contact your administrator if you encounter problems with the Role Centers.
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CUES
Cues Web parts display Cues, which are visual representations of your workload that display an overview of your work items and other tasks that you need to complete. The Cues are saved filtered views of form or list page information. When you click a Cue, the associated form or list page opens and the filtered view is displayed. Detailed list of cues is in the next chapter.
KPI‘S
The Key Performance Indicators (KPI) gives an overall view of how the company is performing where the performance goal is compared to actual performance. KPI‘s are business metrics that can be summarized in terms of a comparison, goal, value and status.
Depending on how the information was created, drilldown functionality might be included so that you can view more details about the data. If the information is displayed from a cube, the cube will need to be refreshed before the information in the report or KPI will be refreshed.
QUICK LINKS
Quick links display links to forms, reports, list pages and websites, including Enterprise Portal pages.
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WORKLIST
The work list is a list of tasks assigned to the user that have been generated by a workflow, such as pending approvals or alerts. You can use this list to view the status of these items and see when action is required.
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REPORTS
A number of reports are being deployed with this version of IDMS that are built on the OLAP cubes that are also deployed as part of IDMS 6.05. There are two types of reports. The detail reports are available through menus in Dynamics Ax, while the summary reports are used in the setup of Role Centers.
The summary reports are usually graphic reports that show summarized information about the report data, while the detail reports are set up as matrixes that show the data in much more detail.
A number of steps are necessary to set up and deploy the reports. If this has not already been done, you will receive error messages when opening roles centers and menu items that feature OLAP reports. A detailed list of reports is in the chapter below.
Report called from a menu in Dynamics Ax
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To drill down or up in order to view more or less detail, the user selects the + or – in front of the chosen field.
Master detail report
The master report is opened through a menu in Dynamics Ax.
The detail report is opened by clicking on the underlined field, in this instance, the name of the Item minor group. The detail report opens in the same window as the master report.
In order for the field to be underlined, and the detail report to work correctly, the user must first chose a particular Site and Warehouse and clicks View Report. It is not possible to view a detail report for All sites and/or All warehouses.
Parameter tool bar. To open the parameter section, press the arrow to the left of Options. The user changes the parameters as needed and then selects the Run button.
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Detail report field
Choose a particular Site and Warehouse, not All
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Detail report
The detail report opens in a new window so that the user can view both master and detail reports at once.
Refreshing of reports previously opened in the current session
When opening the reports the default behaviour is that the parameter values for each report are set to the default value as defined in the report specification. If the logged-on user has not opened the report in the current Dynamics Ax session, the report is refreshed. If the report has been opened earlier in the user’s session, it open with the last chosen parameters and refreshes according to those parameters.
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Detailed list of role centers
AFTER SALES MANAGER Role Center After Sales Manager
Cues displayed in Role Center Label Name Cases Planned Orders Next 30 Days AMCaseMPOrdersPlanned30D My Open Cases AMCaseMyOpenCases Cases Open Recall Lines AMCaseRecallLineOpen Cases Ready for Invoicing AMCaseTableListPageInvoiceReady Claims Outbound Declined Last 30 Days AMClaimOutboundDeclined30D
CEO Role Center CEO
Cues displayed in Role Center Label Name Device Sales Quotation AMDeviceSaleQuotation Device Sales Quotation Overdue AMDeviceSaleQuotationOD Device Sales Order AMDeviceSalesOrder
Device Sales Order not On Hand AMDeviceSalesOrderNotOnHand Parts Open Sales Orders AMPartsOpenSalesOrders Cases Due AMCaseDueCases Cases Open AMCaseOpenCases Claims Inbound Confirmed AMClaimInboundConfirmed Claims Outbound Confirmed AMClaimOutboundConfirmed Claims Outbound Declined Last 30 Days AMClaimOutboundDeclined30D Devices Incoming - All AMDeviceIncomingDevicesAll Devices on Hand - All AMDeviceStockAll Devices on hand - New AMDeviceStockNew Device – Used – On Hand AMDeviceUsedOnHandAll Devices Invoiced Last 7 Days AMDevicesInvoicedL7D Parts Shipped But Not Invoiced AMPartsShippedButNotInvoiced
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CFO Role Center CFO
Cues displayed in Role Center Label Name Contracts due in 30 Days AMContractDue30D
Devices Invoiced Last 30 Days AMDevicesInvoicedL30D Devices Invoiced Last 7 Days AMDevicesInvoicedL7D Parts Shipped But Not Invoiced AMPartsShippedButNotInvoiced Cases Due AMCaseDueCases Cases Open AMCaseOpenCases Cases Open Recalls AMCaseOpenRecalls Claims Inbound Confirmed AMClaimInboundConfirmed Claims Outbound Confirmed AMClaimOutboundConfirmed Claims Outbound Declined Last 30 Days AMClaimOutboundDeclined30D Devices Incoming – All AMDeviceIncomingDevicesAll Devices on Hand – All AMDeviceStockAll Devices on Hand – New AMDeviceStockNew Device – Used – on Hand AMDeviceUsedOnHandAll
CLAIMS MANAGER Role Center Claims Manager
Cues displayed in Role Center Label Name Claims Inbound Confirmed AMClaimInboundConfirmed Claims Inbound Declined Last 30 Days AMClaimInboundDeclined30D Claims Inbound in Review AMClaimInboundInReview Claims Inbound not Processed AMClaimInboundNotProcessed Claims Outbound Confirmed AMClaimOutboundConfirmed Claims Outbound Declined Last 30 Days AMClaimOutboundDeclined30D Claims Outbound Not Invoiced AMClaimOutboundNotInvoiced Claims Outbound Not Processed AMClaimOutboundNotProcessed Claims Outbound with Errors AMClaimOutboundWithError Claims Rejected – Last 30 Days AMClaimRejected30D
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DEVICE PURCHASES NEW Role Center Device Purchases New
Cues displayed in Role Center Label Name Device – New – Awaiting Shipping AMDeviceNewAwaitingShipping Device – New – Change Request AMDeviceNewChangeRequest Device – New – Confirmed Purchase Orders AMDeviceNewConfirmedPurchOrder Device – New – In Shipping AMDeviceNewInShipping Device – New – My Purchase Orders AMDeviceNewMyPurchOrders Device – New – Delayed Delivery AMDeviceNewDelayedDelivery Device – New – Expected Delivery N30D AMDeviceNewExpDeliveryN30D Device – New – Expected Delivery N7D AMDeviceNewExpDeliveryN7D Device – New – Expected Delivery N90D AMDeviceNewExpDeliveryN90D Device – New – New on Hand L7D AMDeviceNewNewOnHandL7D
DEVICE PURCHASES USED Role Center Device Purchases Used
Cues displayed in Role Center Label Name Device – Used – Awaiting Shipping AMDeviceUsedAwaitingShipping Device – Used – Change Request AMDeviceUsedChangeRequest Device – Used – Confirmed Purchase Orders AMDeviceUsedConfirmedPurch Device – Used – In Shipping AMDeviceUsedInShipping Device – Used – My Purchase Orders AMDeviceUsedMyPurchOrders Device – Used – Delayed Delivery AMDeviceUsedDelayedDelivery Device – Used – Expected Delivery N30D AMDeviceUsedExpDeliveryN30D Device – Used – Expected Delivery N7D AMDeviceUsedExpDeliveryN7D Device – Used – Expected Delivery N90D AMDeviceUsedExpDeliveryN90 Device – Used – New on Hand L7D AMDeviceUsedNewOnHandL7D
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DEVICE SALES DEALER Role Center Device Sales Dealer
Cues displayed in Role Center Label Name Device Sales Quotation AMDeviceSaleQuotation Device Sales Quotation Overdue Last 7 Days AMDeviceSaleQuotationODL7D Device – New – Expected Delivery N7D AMDeviceNewExpDeliveryN7D Device Sales Order AMDeviceSalesOrder Devices Invoiced Last 30 Days AMDevicesInvoicedL30D Devices Invoiced Last 7 Days AMDevicesInvoicedL7D Device – New – Delayed Delivery AMDeviceNewDelayedDelivery Device Sales Order not on Hand AMDeviceSalesOrderNotOnHand Devices From PDI AMDevicesFromPDI Device from PDI Overdue AMDevicesFromPDIOverdue
DEVICE SALES IMPORTER Role Center Device Sales Importer
Cues displayed in Role Center Label Name Devices on Hand – 120D+ AMDeviceStock120D Devices on Hand – 30D+ AMDeviceStock30D Devices on Hand – 60D+ AMDeviceStock60D Devices on Hand – All AMDeviceStockAll Devices on Hand – New AMDeviceStockNew Transfers awaiting approval AMDeviceTransferAwaiting Devices Incoming Next 30 Days AMDeviceIncomingDevices30D Device Order Change AMDeviceOrderChange Device Order Rejection AMDeviceOrderRejection Device Preorders AMDevicePreorders Device Shipments in 30 Days AMDeviceShipment30D
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DEVICE SALES MANAGER Role Center Device Sales Manager
Cues displayed in Role Center Label Name Devices on Hand – 120D+ AMDeviceStock120D Devices on Hand – 30D+ AMDeviceStock30D Devices on Hand – 60D+ AMDeviceStock60D Devices on Hand – All AMDeviceStockAll Devices on Hand – New AMDeviceStockNew Device – Used – On Hand AMDeviceUsedOnHandAll Contracts Due in 30 Days AMContractDue30D Contracts Due but not Closed AMContractDueNotClosed Devices Incoming Next 30 Days AMDeviceIncomingDevices30D Device Shipments in 30 Days AMDeviceShipment30D Transfers Awaiting Approval AMDeviceTransferAwaiting
MECHANIC Role Center Mechanic
Cues displayed in Role Center Label Name Cases Due in Next 30 Days AMCaseDueCasesN30D My Due Cases AMCaseMyDueCases My Open Cases AMCaseMyOpenCases Cases Awaiting AMCaseTableListPageAwaiting
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PARTS MANAGER Role Center Parts Manager
Cues displayed in Role Center Label Name Parts Emergency Orders AMPartsEmergencyOrders Parts Planned Purchase Orders AMPartsPlannedPurchOrders Parts Planned Purchase Orders Next 30 Days AMPartsPlannedPurchOrdersN30D Parts Open Sales Orders AMPartsOpenSalesOrders Parts Shipped But Not Invoiced AMPartsShippedButNotInvoiced
PARTS PURCHASES Role Center Parts Purchases
Cues displayed in Role Center Label Name Parts Emergency Orders AMPartsEmergencyOrders Parts My Purchase Orders AMPartsMyPurchaseOrders Parts Planned Purchase Orders AMPartsPlannedPurchOrders Parts Planned Purchase Orders Next 30 Days AMPartsPlannedPurchOrdersN30D Parts Purchase Orders Overdue AMPartsPurchOrdersOverdue
PARTS SALES Role Center Parts Sales
Cues displayed in Role Center Label Name Parts Emergency Orders AMPartsEmergencyOrders Parts My Open Sales Orders AMPartsMyOpenSalesOrders Parts Shipped But Not Invoiced AMPartsShippedButNotInvoiced
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RENTAL MANAGER Role Center Rental Manager
Cues displayed in Role Center Label Name Rental Deliveries Today AMRentDeviceDeliveries Rental Deliveries Overdue AMRentDeviceDeliveriesOver Rental Returns Overdue AMRentDeviceReturnsOverdue Rental Returns Today AMRentDeviceReturnsToday Rental Quotations AMRentQuotations Rental Transfer Arrival Next 7 Days AMRentDeviceArrivalN7D Rental Transfer Arrival Today AMRentDeviceArrivalToday Rental Transfer Departure Next 7 Days AMRentDeviceDepartN7D Rental Transfer Departure Today AMRentDeviceDepartToday
RENTAL OFFICER Role Center Rental Officer
Cues displayed in Role Center Label Name Rental Deliveries Today AMRentDeviceDeliveries Rental Deliveries Overdue AMRentDeviceDeliveriesOver Rental Returns Overdue AMRentDeviceReturnsOverdue Rental Returns Today AMRentDeviceReturnsToday My Rental Orders AMRentMyRentalOrders Rental Transfer Arrival Next 7 Days AMRentDeviceArrivalN7D Rental Transfer Arrival Today AMRentDeviceArrivalToday Rental Transfer Departure Next 7 Days AMRentDeviceDepartN7D Rental Transfer Departure Today AMRentDeviceDepartToday
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SERVICE MANAGER Role Center Service Manager
Cues displayed in Role Center Label Name Cases Due AMCaseDueCases Cases Due in Next 30 Days AMCaseDueCasesN30D Cases Open AMCaseOpenCases Cases Awaiting AMCaseTableListPageAwaiting Cases in Process AMCaseTableListPageInProcess Cases Ready for Invoicing AMCaseTableListPageInvoiceReady Cases Open Recalls AMCaseOpenRecalls Cass Open Recall Lines AMCaseRecallLineOpen Cases Recalls To Be Claimed AMCaseRecallsToBeClaimed Claims Inbound Confirmed AMClaimInboundConfirmed Claims Inbound Declined Last 30 Days AMClaimInboundDeclined30D Claims Inbound in Review AMClaimInboundInReview Claims Inbound Not Processed AMClaimInboundNotProcessed Claims Outbound Confirmed AMClaimOutboundConfirmed Claims Outbound Declined Last 30 Days AMClaimOutboundDeclined30D Claims Outbound Not Invoiced AMClaimOutboundNotInvoiced Claims Outbound Not Processed AMClaimOutboundNotProcessed Claims Outbound With Errors AMClaimOutboundWithError Claims Rejected Last 30 Days AMClaimRejected30D
WORKSHOP FOREMAN Role Center Workshop Foreman
Cues displayed in Role Center Label Name Cases Confirmed Orders AMCaseMPOrdersConfirmed Cases Planned Orders Next 30 Days AMCaseMPOrdersPlanned30D My Due Cases AMCaseMyDueCases My Open Cases AMCaseMyOpenCases Cases Ready for Invoicing AMCaseTableListPageInvoiceReady
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WORKSHOP RECEPTION Role Center Workshop Reception
Cues displayed in Role Center Label Name Cases Due AMCaseDueCases Cases Due in Next 30 Days AMCaseDueCasesN30D Cases Open AMCaseOpenCases Cases Awaiting AMCaseTableListPageAwaiting Cases in Process AMCaseTableListPageInProcess Cases Ready for Invoicing AMCaseTableListPageInvoiceReady Cases Open Recalls AMCaseOpenRecalls Cases Open Recall Lines AMCaseRecallLineOpen Cases Recalls to be Claimed AMCaseRecallsToBeClaimed
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Detailed list of cues To set up the Cue parameters, chose Organization Administration->Setup->Role Center->Cue Query Parameters
Device sales pools need to be set for the following Device associated Cues
o AMDeviceDeliveriesN7D
o AMDeviceSaleQuotation o AMDeviceSaleQuotationOD o AMDeviceSaleQuotationODL7D o AMDeviceSalesOrder o AMDeviceSalesOrder o AMDevicesInvoicedL30D o AMDevicesInvoicedL7D
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Parts Sales pools need to be set for the following Parts associated Cues. o AMPartsEmergencyOrders o AMPartsMyOpenSalesOrders o AMPartsMyPurchaseOrders o AMPartsOpenSalesOrders o AMPartsPurchOrdersOrverdue o AMPartsSalesQuotationsN7D o AMPartsShippedButNotInvoic
Parts emergency delivery terms need to also be set for the following Parts associated Cues. o AMPartsEmergencyOrders
Item groups need to be set for the following Parts associated Cues. o AMPartsPlannedPurchOrders - Item groups need to be set manually for the Cue o AMPartsPlannedPurchOrdersN - Item groups need to be set manually for the Cue
APPROVED TRANSFER ORDERS Label Cue ID Approved transfer orders AMDeviceTransferApproved
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Transfer order Status Approved
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CASES AWAITING Label Cue ID Cases awaiting AMCaseTableListPageAwaiting
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status Awaiting Mechanic
Service Manager Workshop Reception
CASES CONFIRMED ORDERS Label Cue ID Cases confirmed orders AMCaseMPOrdersConfirmed
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Planned orders Status Confirmed Workshop Foreman
CASES DUE Label Cue ID Cases due AMCaseDueCases
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status Created .. Awaiting CEO Cases End date (LessThanDate(0)) CFO Service Manager Workshop Reception
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CASES DUE IN NEXT 30 DAYS Label Cue ID Cases due in next 30 days AMCaseDueCasesN30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status Created .. Awaiting Mechanic Cases End date (DayRange (0,30)) Service Manager Workshop Reception
CASES IN PROCESS Label Cue ID Cases in process AMCaseTableListPageInProcess
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status In process Service Manager Workshop Reception
CASES OPEN Label Cue ID Cases open AMCaseOpenCases
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status Created .. Awaiting CEO Service Manager CFO Workshop Reception
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CASES OPEN RECALLS Label Cue ID Cases open recalls AMCaseOpenRecalls
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Base type External CFO Cases Recall number !““ Service Manager Cases Status .. Awaiting Workshop Reception
CASES OPEN RECALL LINES Label Cue ID Cases open recall lines AMCaseRecallLineOpen
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases recalls Recall status !Closed After Sales Manager Service Manager Workshop Reception
CASES PLANNED ORDES NEXT 30 DAYS Label Cue ID Cases planned orders next 30 days AMCaseMPOrdersPlanned30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Planned orders Status Planned After Sales Manager Planned orders Start date (DayRange(0,30)) Workshop Foreman
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CASES READY FOR INVOICING Label Cue ID Cases ready for invoicing AMCaseTableListPageInvoiceReady
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status Reviewed After Sales Manager Workshop Foreman Service Manager Workshop Reception
CASES RECALLS TO BE CLAIMED Label Cue ID Cases recalls to be claimed AMCaseRecallsToBeClaimed
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Base type External Service Manager Cases Recall number !““ Workshop Reception Cases Status Reviewed
CLAIMS INBOUND CONFIRMED LAST 30D Label Cue ID Claims inbound confirmed AMClaimInboundConfirmed
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Confirmed CEO Claims Manager Claims Direction Inbound CFO Service Manager Claims Status date (dayRange(-30,0))
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CLAIMS INBOUND DECLINED LAST 30 DAYS Label Cue ID Claims inbound declined last 30 days AMClaimInboundDeclined30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Declined Claims Manager Claims Direction Inbound Service Manager Claims Status date (DayRange(-30,0))
CLAIMS INBOUND IN REVIEW Label Cue ID Claims inbound in review AMClaimInboundInReview
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status In review Claims Manager Claims Direction Inbound Service Manager
CLAIMS INBOUND NOT PROCESSED Label Cue ID Claims inbound not processed AMClaimInboundNotProcessed
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Created Claims Manager Claims Direction Inbound Service Manager
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CLAIMS OUTBOUND CONFIRMED Label Cue ID Claims outbound confirmed AMClaimOutboundConfirmed
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Confirmed CEO Claims Manager Claims Direction Outbound CFO Service Manager
CLAIMS OUTBOUND DECLINED LAST 30 DAYS Label Cue ID Claims outbound declined last 30 days AMClaimOutboundDeclined30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Declined After Sales Manager Claims Manager Claims Direction Outbound CEO Service Manager Claims Status date (DayRange(-30,0)) CFO
CLAIMS OUTBOUND NOT INVOICED Label Cue ID Claims outbound not invoiced AMClaimOutboundNotInvoiced
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Approved Claims Manager Claims Invoice status Preliminary invoice Service Manager
CLAIMS OUTBOUND NOT PROCESSED Label Cue ID
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Claims outbound not processed AMClaimOutboundNotProcessed
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Created Claims Manager Claims Direction Outbound Service Manager
CLAIMS OUTBOUND WITH ERRORS Label Cue ID Claims outbound with errors AMClaimOutboundWithError
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Error Claims Manager Claims Direction Outbound Service Manager
CLAIMS REJECTED – LAST 30 DAYS Label Cue ID Claims rejected – last 30 days AMClaimRejected30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Claims Status Rejected Claims Manager Claims Direction Outbound Service Manager Claims Status date (DayRange(-30,0))
CONTRACTS DUE BUT NOT CLOSED Label Cue ID Contracts due but not closed AMContractDueNotClosed
Advanced filter Displayed in Role Centers
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Table Field Criteria Standard IDMS Contracts Collection status Active, Closure Device Sales Manager Contracts End date (LessThanDate(0))
CONTRACT DUE IN COLLECTION Label Cue ID Contract due in collection AMContractDueCollection
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Contract lines Collection status Active Contract lines Collected to (LessThanDate(0))
CONTRACTS DUE IN 30 DAYS Label Cue ID Contracts due bin 30 days AMContractDue30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Contracts Collection status Active, Closure CFO Contracts End date (DayRange(0,30)) Device Sales Manager
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DEVICE DELIVERIES NEXT 7 DAYS Label Cue ID Device deliveries next 7 days AMDeviceDeliveriesN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Return status !Cancelled, !Created Sales orders Pool (currentDeviceSalesPool()) Sales orders Ship date (dayRange(0,7))
DEVICE ORDER CHANGE Label Cue ID Device order change AMDeviceOrderChange
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Order change Device Sales Importer
DEVICE ORDER REJECTION Label Cue ID Device order rejection AMDeviceOrderRejection
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Order rejection Device Sales Importer
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DEVICE PREORDERS Label Cue ID Device preorders AMDevicePreorders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Sales Importer Device purchase lines
Transferred No
DEVICE SALES ORDER Label Cue ID Device sales order AMDeviceSalesOrder
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Return status !Cancelled, !Created CEO Sales orders Pool (currentDeviceSalesPool()) Device Sales Dealer Sales orders Status Open order Sales orders Order type Sales order
DEVICE SALES ORDER NOT ON HAND Label Cue ID Device sales order not on hand AMDeviceSalesOrderNotOnHan
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status .. In shipping CEO Devices Reference type Sales order Device Sales Dealer
DEVICE SALES QUOTATION Label Cue ID
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Device sales quotation AMDeviceSalesQuotation
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales quotation Sales Pool (currentDeviceSalesPool()) CEO Sales quotation Quotation Status Created, Sent Device Sales Dealer
DEVICE SALES QUOTATION OVERDUE Label Cue ID Device sales quotation overdue AMDeviceSaleQuotationOD
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales quotation Sales Pool (currentDeviceSalesPool()) CEO Sales quotation Expiration date (lessthandate(0)) Sales quotation Quotation Status Created, Sent
DEVICE SALES QUOTATION OVERDUE LAST 7 DAYS Label Cue ID Device sales quotation overdue last 7 days AMDeviceSaleQuotationODL7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales quotation Sales Pool (currentDeviceSalesPool()) Device Sales Dealer Sales quotation Quotation Status Created, Sent Sales quotation Expiration date (dayRange(0,-7))
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DEVICE SHIPMENTS IN 30 DAYS Label Cue ID Device shipments in 30 days AMDeviceShipment30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Device shipments Estimated arrival
date (DayRange(0,30)) Device Sales Importer
Device Sales Manager
DEVICE SHIPMENTS IN 60 DAYS Label Cue ID Device shipments in 60 days AMDeviceShipment60D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Device shipments Estimated arrival
date (DayRange(0,60))
DEVICE – NEW – AWAITING SHIPPING Label Cue ID Device - New – Awaiting shipping AMDeviceNewAwaitingShippin
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases New Devices Major status Awaiting shipping Devices Device type New device
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DEVICE – NEW – CHANGE REQUEST Label Cue ID Device - New – Change request AMDeviceNewChangeRequest
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases New Devices Major status Order change Devices Device type New device
DEVICE – NEW – CONFIRMED PURCHASE ORDERS Label Cue ID Device - New – Confirmed purchase orders AMDeviceNewConfirmedPurchO
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases New Devices Major status Confirmed Devices Device type New device
DEVICE – NEW – DELAYED DELIVERY Label Cue ID Device - New – Delayed deliveries AMDeviceNewDelayedDelivery
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Purchases New Devices Estimated delivery
date (LessThanDate(0)) Device Sales Dealer
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DEVICE – NEW – EXPECTED DELIVERY N7D Label Cue ID Device - New – Expected delivery N7D AMDeviceNewExpDeliveryN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Purchases New Devices Estimated delivery
date (DayRange(0,7)) Device Sales Dealer
DEVICE – NEW – EXPECTED DELIVERY N30D Label Cue ID Device - New – Expected delivery N30D AMDeviceNewExpDeliveryN30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Purchases New Devices Estimated delivery
date (DayRange(0,30))
DEVICE – NEW – EXPECTED DELIVERY N90D Label Cue ID Device - New – Expected delivery N90D AMDeviceNewExpDeliveryN90D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Purchases New Devices Estimated delivery
date (DayRange(0,90))
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DEVICE – NEW – IN SHIPPING Label Cue ID Device - New – In shipping AMDeviceNewInShipping
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases New Devices Major status In shipping Devices Device type New device
DEVICE – NEW – MY PURCHASE ORDERS Label Cue ID Device - New – My purchase orders AMDeviceNewMyPurchOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases New Purchase orders Orderer
(Record-ID) ((WorkerPurchPlacer==currentWorkerRecId()) &&(WorkerPurchPlacer!=0))
Devices Device type New device
DEVICE – NEW – NEW ON HAND L7D Label Cue ID Device - New – New on hand L7D AMDeviceNewNewOnHandL7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Purchases New Devices Major status Ordered .. In consignment Devices Purchase invoice
date (DayRange(0,-7))
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DEVICES DELAYED DELIVERIES Label Cue ID Devices delayed deliveries AMDevicesDelayedDeliveries
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Estimated delivery
date (LessThanDate(0))
DEVICES FROM PDI Label Cue ID Devices from PDI AMDevicesFromPDI
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices PDI ready date (DayRange(0,0)) Device Sales Dealer
DEVICES FROM PDI OVERDUE Label Cue ID Devices from PDI overdue AMDevicesFromPDIOverdue
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices PDI ready date (LessThanDate(0)) Device Sales Dealer
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DEVICES INCOMING NEXT 30 DAYS Label Cue ID Devices incoming next 30 days AMDeviceIncomingDevices30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Ordered .. In shipping Device Sales Importer Devices Estimated arrival
date (LessThanDate(30)) Device Sales Manager
DEVICES INVOICED LAST 7 DAYS Label Cue ID Devices invoiced last 7 days AMDevicesInvoicedL7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Pool (currentDeviceSalesPool()) CEO Sales orders Return status !Cancelled, !Created CFO Sales orders Order type Sales order Device Sales Dealer Sales orders Status Invoiced Customer invoice – sals order relation table
Date (DayRange(-7,0))
DEVICES INVOICED LAST 30 DAYS Label Cue ID Devices invoiced last 30 days AMDevicesInvoicedL30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Pool (currentDeviceSalesPool()) CFO Sales orders Return status !Cancelled, !Created Device Sales Dealer Sales orders Order type Sales order Sales orders Status Invoiced Customer invoice – sals order relation table
Date (DayRange(-30,0))
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DEVICES INCOMING – ALL Label Cue ID Devices incoming - All AMDeviceIncomingDevicesAll
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Ordered .. In shipping CEO CFO
DEVICES ON HAND – ALL Label Cue ID Devices on hand - All AMDeviceStockAll
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Ordered .. In consignment CEO CFO Device Sales Importer Device Sales Manager
DEVICES ON HAND – NEW Label Cue ID Devices on hand - New AMDeviceStockNew
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Ordered .. In consignment CEO Devices Device type New device CFO Device Sales Importer Device Sales Manager
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DEVICES ON HAND - 30+ Label Cue ID Devices on hand – 30+ AMDeviceStock30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Sales Importer Devices Major status Ordered .. In consignment Device Sales Manager Devices Purchase invoice
date (LessThanDate(-30))
DEVICES ON HAND - 60+ Label Cue ID Devices on hand – 60+ AMDeviceStock60D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Sales Importer Devices Major status Ordered .. In consignment Device Sales Manager Devices Purchase invoice
date (LessThanDate(-60))
DEVICES ON HAND - 120+ Label Cue ID Devices on hand – 120+ AMDeviceStock120D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type New device Device Sales Importer Devices Major status Ordered .. In consignment Device Sales Manager Devices Purchase invoice
date (LessThanDate(-120))
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DEVICE – USED – AWAITING SHIPPING Label Cue ID Device – Used – Awaiting shipping AMDeviceUsedAwaitingShipping
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases Used Devices Major status Awaiting shipping Devices Device type Used device
DEVICE – USED – CHANGE REQUEST Label Cue ID Device – Used – Change request AMDeviceUsedChangeRequest
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases Used Devices Major status Order change Devices Device type Used device
DEVICE – USED – CONFIRMED PURCHASE ORDERS Label Cue ID Device – Used – Confirmed purchase orders AMDeviceUsedConfirmedPurch
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases Used Devices Major status Confirmed Devices Device type Used device
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DEVICE – USED – DELAYED DELIVERY Label Cue ID Device – Used – Delayed deliveries AMDeviceUsedDelayedDelivery
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type Used device Device Purchases Used Devices Estimated delivery
date (LessThanDate(0))
DEVICE – USED – EXPECTED DELIVERIES N7D Label Cue ID Device – Used – Expected deliveries N7D AMDeviceUsedExpDeliveryN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type Used device Device Purchases Used Devices Estimated delivery
date (DayRange(0,7))
DEVICE – USED – EXPECTED DELIVERIES N30D Label Cue ID Device – Used – Expected deliveries N30D AMDeviceUsedExpDeliveryN30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type Used device Device Purchases Used Devices Estimated delivery
date (DayRange(0,30))
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DEVICE – USED – EXPECTED DELIVERIES N90D Label Cue ID Device – Used – Expected deliveries N90D AMDeviceUsedExpDeliveryN90D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type Used device Device Purchases Used Devices Estimated delivery
date (DayRange(0,90))
DEVICE – USED – IN SHIPPING Label Cue ID Device – Used – In shipping AMDeviceUsedInShipping
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases Used Devices Major status In shipping Devices Device type Used device
DEVICE – USED – MY PURCHASE ORDERS Label Cue ID Device – Used – My purchase orders AMDeviceUsedMyPurchOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Status Open order Device Purchases Used Purchase orders Orderer (CurrentUserID()) Devices Device type Used device
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DEVICE – USED – NEW ON HAND L7D Label Cue ID Device – Used – New on hand L7D AMDeviceUsedNewOnHandL7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Ordered .. In consignment Device Purchases Used Devices Device type Used device Devices Purchase invoice
date (DayRange(0,-7))
DEVICE – USED – ON HAND Label Cue ID Device – Used – On hand AMDeviceUsedOnHandAll
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status Ordered .. In consignment CEO Devices Device type Used device CFO Devices Device type Used device Device Sales Manager
DEVICES – USED - ON HAND - 30+ Label Cue ID Devices – Used - On hand – 30+ AMUsedDeviceStock30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type Used device Devices Major status Ordered .. In consignment Devices Purchase invoice
date (LessThanDate(-30))
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DEVICES – USED - ON HAND - 60+ Label Cue ID Devices – Used - On hand – 60+ AMUsedDeviceStock60D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type Used device Devices Major status Ordered .. In consignment Devices Purchase invoice
date (LessThanDate(-60))
DEVICES – USED - ON HAND - 120+ Label Cue ID Devices – Used - On hand – 120+ AMUsedDeviceStock120D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Device type Used device Devices Major status Ordered .. In consignment Devices Purchase invoice
date (LessThanDate(-120))
MY DUE CASES Label Cue ID My due cases AMCaseMyDueCases
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status Created .. Awaiting Mechanic Cases End date (LessThanDate(0)) Workshop Foreman Cases Person in charge ((Responsible == currentEmployeeId())
&& (Responsible != "") || (WrkCtrId == currentEmplWorkCenters()))
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MY INVOICED DEVICES Label Cue ID My invoiced devices AMDeviceMyDevicesInv30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Sales responsible
(Record-ID) ((WorkerSalesResponsible=== currentWorkerRecID())&& (WorkerSalesResponsible!=0))
Devices Major status In consignment .. Devices Sales invoice date (DayRange(-30))
MY OPEN CASES Label Cue ID My open cases AMCaseMyOpenCases
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Cases Status Created .. Awaiting After Sales Manager Cases Person in charge
(Record-ID ((WorkerResponsible == currentWorker()) && (WorkerResponsible != "") || (WrkCtrId == currentEmplWorkCenters()))
Mechanic (Record-ID)) Workshop Foreman
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MY OPEN DEVICES Label Cue ID My open devices AMDeviceMyDevicesOpen
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Devices Major status .. In transit Devices Sales responsible (WorderSalesResonsible== (Record-ID) currentWorkerRecID())&& (WorkerSalesResponsible!=0))
MY RENTAL ORDERS Label Cue ID My rental orders AMRentMyRentalOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Rental status .. Approved Rental Officer Rentals Responsible ((WorkerResponsible ==
currentWorker()) && (WorkerResponsible!=""))
(Record-ID)
Rental Device lines Primary Yes
MY TRANSFER ORDERS Label Cue ID My transfer orders AMRentMyTransferOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rental device transfers
Status Created, Requested, In transit, Approved
Rental device transfers
Responsible ((WorkerResponsible == currentWorker()) && (WorkerResponsible!=""))
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PARTS EMERGENCY ORDERS Label Cue ID Parts emergency orders AMPartsEmergencyOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Return status !Canceled, !Created Parts Manager Parts Sales Sales orders Delivery terms (currentPartEmergency
OrderDlvTerms()) Parts Purchases
Sales orders Status Open order Sales orders Requested receipt date
ddatedatedate (DayRange(0,1))
Sales orders Pool (currentPartSalesPool())
PARTS MY OPEN SALES ORDERS Label Cue ID Parts my open sales orders AMPartsMyOpenSalesOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Return status !Canceled, !Created Parts Sales Sales orders Pool (currentPartSalesPool()) Sales orders Status Open order Sales orders Order type Sales Order Sales orders Sales responsible
(Record-ID) (WorkerSalesResponsible == currentWorker())
PARTS MY PURCHASE ORDERS Label Cue ID Parts my purchase orders AMPartsMyPurchaseOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Orderer (Record-ID) (WorkerPurchPlacer==
currentWorker()) Parts Purchases
Purchase orders Pool (currentPartSalesPool()) Purchase orders Status Open order
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PARTS OPEN SALES ORDERS Label Cue ID Parts open sales orders AMPartsOpenSalesOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Return status !Canceled, !Created CEO Sales orders Pool (currentPartSalesPool()) Parts Manager Sales orders Order type Sales order Sales orders Status Open order
PARTS PLANNED PURCHASE ORDERS Label Cue ID Parts planned purchase orders AMPartsPlannedPurchOrders
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Planned order Reference Planned purchase orders Parts Manager Planned order Reference (Record-ID) (currentStaticMaster
PlanVersion()) Parts Purchases
Planned order Item group (currentPartItemGroup()) Net requirements Suborder No
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PARTS PLANNED PURCHASE ORDERS NEXT 30 DAYS Label Cue ID Parts planned purchase orders next 30 days AMPartsPlannedPurchOrdersN30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Planned order Reference Planned purchase orders Parts Manager Planned order Reference (Record-ID) (currentStaticMaster
PlanVersion()) Parts Purchases
Planned order Item group (currentPartItemGroup()) Planned order Order date (dayRange(0,30)) Net requirements Suborder No Plan versions Plan versions (getActiveMasterPlan
VersionByPlanId(“Main”))
PARTS PURCHASE ORDERS OVERDUE Label Cue ID Parts purchase orders overdue AMPartsPurchOrdersOrverdue
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Purchase orders Pool (currentPartSalesPool()) Parts Purchases Purchase orders Status Open order Purchase orders Delivery date (LessThanDate(0))
PARTS SALES QUOTATION NEXT 7 DAYS Label Cue ID Parts sales quotation next 7 days AMPartsSalesQuotationsN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales quotation Quotation Status Created, Sent Sales quotation Sales Pool (currentPartSalesPool()) Sales quotation Expiration Date (dayRange(0,7))
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PARTS SHIPPED BUT NOT INVOICED Label Cue ID Parts shipped but not invoiced AMPartsShippedButNotInvoiced
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Sales orders Pool (currentPartSalesPool()) CEO Sales orders Order type Sales order CFO Sales orders Return status !Canceled, !Created Parts Manager Sales orders Status Delivered Parts Sales
RENTAL DELIVERIES NEXT 7 DAYS Label Cue ID Rental deliveries next 7 days AMRentDeviceDeliveriesN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Start date (DayRange(0,7)) Rentals Rental Status ..Approved
RENTAL DELIVERIES TODAY Label Cue ID Rental deliveries today AMRentDeviceDeliveries
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Start date (DayRange(0,0)) Rental Manager Rentals Rental status .. Approved Rental Officer Rental device lines Primary Yes
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RENTAL DELIVERIES OVERDUE Label Cue ID Rental deliveries overdue AMRentDeviceDeliveriesOver
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Start date (LessThanDate(0)) Rental Manager Rentals Primary Yes Rental Officer Rental device lines Rental status .. Approved
RENTAL DEVICES IN TRANSIT Label Cue ID Rental devices in transit AMRentDeviceInTransit
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rental device transfers
Status In Transit
RENTAL QUOTATIONS Label Cue ID Rental quotations AMRentQuotations
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Parent order “ Rental Manager Rentals Order type Rental quotation Rentals Rental status Created .. Quotation Rental device lines Primary yes
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RENTAL RETURNS DUE IN 30 DAYS Label Cue ID Rental returns due in 30 days AMRentDueReturns30D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Rental status Created .. Active Rentals End date (DayRange(0,30)) Rental device lines Primary Yes
RENTAL RETURNS NEXT 7 DAYS Label Cue ID Rental returns next 7 days AMRentDeviceReturnsN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals End date (DayRange(0,7)) Rental device lines Primary Yes
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RENTAL RETURNS OVERDUE Label Cue ID Rental returns overdue AMRentDeviceReturnsOverdue
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Rental status Active Rental Manager Rentals End date (LessThanDate(0)) Rental Officer
RENTAL RETURNS TODAY Label Cue ID Rental returns today AMRentDeviceReturnsToday
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rentals Parent order “” Rental Manager Rentals End date (DayRange(0,0)) Rental Officer Rental device lines Primary Yes
RENTAL TRANSFER ARRIVAL NEXT 7 DAYS Label Cue ID Rental transfer arrival next 7 days AMRentDeviceArrivalN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rental device transfers
Status .. In transit Rental Manager Rental Officer
Rental device transfers
Scheduled arrival (DayRange(0,7))
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RENTAL TRANSFER ARRIVAL TODAY Label Cue ID Rental transfer arrival today AMRentDeviceArrivalToday
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rental device transfers
Status .. In transit Rental Manager Rental Officer
Rental device transfers
Scheduled arrival (DayRange(0,0))
RENTAL TRANSFER DEPARTURE NEXT 7 DAYS Label Cue ID Rental transfer departure next 7 days AMRentDeviceDepartN7D
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rental device transfers
Status .. Approved Rental Manager Rental Officer
Rental device transfers
Scheduled departure
(DayRange(0,7))
RENTAL TRANSFER DEPARTURE TODAY Label Cue ID Rental transfer departure today AMRentDeviceDepartToday
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Rental device transfers
Status .. Approved Rental Manager Rental Officer
Rental device transfers
Scheduled departure
(DayRange(0,0))
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TRANSFERS AWAITING APPROVAL Label Cue ID Transfers awaiting approval AMDeviceTransferAwaiting
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Transfer order Status Ordered .. Waiting for
approval Device Sales Importer
Device Sales Manager
TRANSFER ORDERS IN TRANSIT Label Cue ID Transfer orders in transit AMDeviceTransferInTransit
Advanced filter Displayed in Role Centers Table Field Criteria Standard IDMS Transfer order Status In transit
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Detailed list of reports
CASE CPU ANALYSIS Cube Usage Description
IDMS - CaseManagement Case management/Reports/Case analysis
BI report displaying customer paid units (CPU´s) for cases
CASE CPU ANALYSIS – RC Cube Usage Description
IDMS - CaseManagement Role Center BI summary report displaying customer paid units (CPU´s) for cases
CASE MARGIN ANALYSIS Cube Usage Description
IDMS - CaseManagement Case management/Reports/Case analysis
BI report displaying margin analysis on cases
CASE MARGIN ANALYSIS - RC Cube Usage Description
IDMS - CaseManagement Role Center BI summary report displaying margin analysis on cases
CASE REVENUE TREND – RC Cube Usage Description
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IDMS - CaseManagement Role Center BI summary report displaying revenue trend of cases
DEVICE AGE ANALYSIS Cube Usage Description
IDMS - Inventory Device management/Reports/Inventory analysis
BI report displaying an age analysis of the on hand values of the device Brand-Class-Model hierarchy for the current period.
DEVICE AGE ANALYSIS – RC Cube Usage Description
IDMS - Inventory Role Center BI summary report displaying an age analysis of devices on hand for the current period
DEVICE INVENTORY ACTIVITY Cube Usage Description
IDMS - Inventory Device management/Reports/Inventory analysis
BI report displaying inventory activity (the flow of movements by transaction types) for the device Brand-Class-Model hierarchy (sales, purchases, etc.). The user can choose to examine activity between any 2 dates.
DEVICE INVENTORY ACTIVITY – RC Cube Usage Description
IDMS - Inventory Role Center BI summary report displaying inventory activity (the flow of movements by transaction types) for devices (sales, purchases, etc.). The user can choose to examine activity between any 2 dates.
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DEVICE INVENTORY MANAGEMENT Cube Usage Description
IDMS - Inventory Device management/Reports/Inventory analysis
BI report displaying key inventory management measurements for devices for the last 12 month period.
DEVICE INVENTORY MANAGEMENT – RC Cube Usage Description
IDMS - Inventory Role Center BI summary report displaying key inventory management measurements for devices
DEVICE ON HAND VALUE TREND Cube Usage Description
IDMS - Inventory Device management/Reports/Inventory analysis
BI report displaying the trend of on hand value of devices by months
DEVICE ON HAND VALUE TREND – RC Cube Usage Description
IDMS - Inventory Role Center BI summary report displaying the trend of on hand value of devices by months
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DEVICE SALES MARGIN Cube Usage Description
IDMS - DeviceSales Device management/Reports/Sales analysis
BI report displaying sales margin by class and brand
DEVICE SALES MARGIN – RC Cube Usage Description
IDMS - DeviceSales Role Center BI summary report displaying sales margin by class and brand
DEVICE SALES ORDERS Cube Usage Description
IDMS - DeviceSales Device management/Reports/Sales analysis
BI report displaying sales orders for devices
DEVICE SALES ORDERS – RC Cube Usage Description
IDMS - DeviceSales Role Center BI summary report displaying sales orders for devices
DEVICE SALES QUANTITY BY BRAND Cube Usage Description
IDMS - DeviceSales Device management/Reports/Sales analysis
BI report displaying sales quantity by brand
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DEVICE SALES QUANTITY BY BRAND – RC Cube Usage Description
IDMS - DeviceSales Role Center BI summary report displaying sales quantity by brand
DEVICE SALES W/ADDITIONS YTD Cube Usage Description
IDMS - DeviceSales Device management/Reports/Sales analysis
BI report displaying device sales grouped by sales groups (accessories, maintenance, warranty, device sales)
DEVICE SALES W/ADDITIONS YTD – RC Cube Usage Description
IDMS - DeviceSales Role Center BI summary report displaying device sales grouped by sales groups (accessories, maintenance, warranty, device sales)
DEVICE SALES YTD Cube Usage Description
IDMS - DeviceSales Device management/Reports/Sales analysis
BI report displaying device sales YTD
DEVICE SALES YTD – RC Cube Usage Description
IDMS - DeviceSales Role Center BI summary report displaying device sales YTD
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ITEM INVENTORY ACTIVITY Cube Usage Description
AA – Inventory Inventory management/Reports/IDMS inventory analysis
BI report displaying inventory activity (the flow of movements by transaction types) for the Item group hierarchies (sales, purchases, etc.). The user can choose to examine activity between any 2 dates. A drill through report is available which displays the inventory activity of items within a particular Item minor group. The user must first view the report for particular Site and Warehouse parameters and then drill down to the Item minor group before clicking on the name of the Item minor group to access the drill through report.
ITEM INVENTORY ACTIVITY – RC Cube Usage Description
AA – Inventory Role Center BI summary report displaying inventory activity (the flow of movements by transaction types) for Item groups (sales, purchases, etc.). The user can choose to examine activity between any 2 dates.
ITEM INVENTORY MANAGEMENT Cube Usage Description
AA – Inventory Inventory management/Reports/IDMS inventory analysis
BI report displaying key inventory management measurements for the Item group hierarchies for the last 12 month period. A drill through report is available which displays the inventory management measurements of items within a particular Item minor group. The user must first view the report for particular Site and Warehouse parameters and then drill down to the Item minor group before clicking on the name of the Item minor group to access the drill through report.
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ITEM INVENTORY MANAGEMENT - RC Cube Usage Description
AA – Inventory Role Center BI summary report displaying key inventory management measurements for Item groups for the last 12 month period.
ITEM ON HAND TREND AGAINST SALES Cube Usage Description
AA – Inventory Inventory management/Reports/IDMS inventory analysis
BI report displaying the trend of on hand value trend against sales of the Item group hierarchies by months for the last 12 months. A drill through report is available which displays the trend of on hand value against sales of items within a particular Item minor group. The user must first view the report for particular Site and Warehouse parameters and then drill down to the Item minor group before clicking on the name of the Item minor group to access the drill through report.
ITEM ON HAND TREND AGAINST SALES – RC Cube Usage Description
AA – Inventory Role Center BI summary report displaying the trend of on hand value against sales of items The trend is shown for the last 12 months.
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ITEM ON HAND VALUE TREND Cube Usage Description
AA – Inventory Inventory management/Reports/IDMS inventory analysis
BI report displaying the trend of on hand value of the Item group hierarchies by months for the last 12 months. A drill through report is available which displays the trend of on hand value trend of items by months within a particular Item minor group. The user must first view the report for particular Site and Warehouse parameters and then drill down to the Item minor group before clicking on the name of the Item minor group to access the drill through report.
ITEM ON HAND VALUE TREND – RC Cube Usage Description
AA – Inventory Role Center BI summary report displaying the trend of on hand value of items by months. The trend is shown for the last 12 months.
RESERVATION – RC Cube Usage Description
IDMS - Rental Role Center BI summary report displaying reservations as per last update of Rental cube
WORK CENTER EFFICIENCY Cube Usage Description
IDMS - CaseManagement Case management/Reports/Case analysis
BI report displaying efficiency by work center
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WORK CENTER EFFICIENCY – RC Cube Usage Description
IDMS - CaseManagement Role Center BI summary report displaying efficiency by work center
WORK CENTER PRODUCTIVITY Cube Usage Description
IDMS - CaseManagement Case management/Reports/Case analysis
BI report displaying productivity by work center. A drill through report is available which displays the productivity of individual cases. The user must first run the report for a particular Case group parameter and then drill down to a particular work center and month before clicking on the Standard Hours value to display the drill through report.
WORK CENTER PRODUCTIVITY – RC Cube Usage Description
IDMS - CaseManagement Role Center BI summary report displaying productivity by work center
