The Vendor Load Analysis report shows all vendors and their associated load for each day, with real-time information. This report always shows 30 days from the start date that is entered. By default, the start date will be the current date. A positive number shows the number of jobs that can be added before reaching capacity. A negative number ( ) shows the number of jobs over capacity the vendor has been assigned. A blank shows that the vendor is exactly at their capacity. For negative numbers, there will be a link to a detail page that shows you all of the supplier's tasks and jobs for that day.
To generate the report:
Select a vendor loading group from the Vendor Loading Group drop-down list.
Change the Start Date or leave it as one month prior.
Enter a vendor in the Vendor text box or leave it blank to see all vendors.
Click the Generate Report button.
Below is a list of information in the Vendor Load Analysis report and where the information comes from.
Vendor Loading Group - Lists all vendor loading groups for Org. Defaults to -All Groups-.
Start Date - This is a free form text field that defaults to the current date. Regardless of the date typed in, the report will always show a 30-day period.
Vendor - This is a free-form text field that can be used to type in a specific vendor name to see on the report. The user can narrow down search to one vendor using a like search.
Report Columns
Cost Code - Cost code associated to the task.
Vendors - Vendor or supplier name.
Org - Organization to which the vendors are attached.
Vendor Loading Group - Vendor loading group for the vendors listed.
Month/Day - Shows daily vendor loading for 30 days after date chosen in the Start Date filter.
Blue cells - weekends
Blank cells - at capacity
Negative number - above capacity (click link to open detail page)
Positive number - under capacity