The Vendor Load Analysis report shows all vendors and their associated load for each day, with real-time information. You can filter this report and export the information to MS Excel. 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 window 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 box.
Change the Start Date or leave it as one month prior.
Enter a vendor in the Vendor text box or leave blank to see all vendors.
Click Run Report.
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.
Vendor Load Analysis Detail
(This is a pop up page and can be accessed by clicking on any negative number ( ) on the report. A negative number represents that the vendor is overloaded. This page shows detail for each “overload” and presents possible solutions to get the vendor back to capacity.)
Supplier - Supplier (vendor) name.
Cost Code - Cost code for task.
Org - Organization name.
Day - Date where the negative number appears on the report (the number clicked on).
Vendor Loading Group Name - Name of vendor loading group.
Load Capacity for Day - Load capacity allowed for that supplier for that day.
Job Name - Name of the job.
Subdiv - Subdivision where job is located.
Job Primary - Primary user assigned to the job.
Task - Task name.
Status - Status of the task.
Start Date - Adjusted start date for task.
End Date - Adjusted end date for task.
Duration - Number of duration days for task.
Possible Solution - Suggested solutions to get vendor back to desired capacity level.
Action - Actions to take for each suggested solution.