Period End Exception Performance

Description:  This report gives an overview of Period End Exception activity. We can now easily view how many products have and have not been reviewed. This is displayed as a number and as a percentage.    This is a convenient way to keep track of who has been keeping up with their Period End Exception monitoring.    The report will show all Forecast Intervals available for use. If your company uses only one forecast interval the others will show no activity.  This report provides feedback that shows how responsive buyers are to performing their Period End Exceptions. Only PE1 through PE5 are monitored, and the percentage of completion is shown by each passing day. If a buyer completes all Period End Exceptions on the 1st day after the history roll, then 100% will be shown under Day 1. There are columns for Day 2 through Day 5, as well as a column showing the % not reviewed at all! Make no mistake, the Period End Exceptions Reports are critical. Products appear only if they did not perform as expected. If not analyzed, you run the risk of incorrect information that K3S-Replenish® relies on to build orders. Not every exception requires changing data, but something out of the ordinary has occurred and the buyer needs to look at it.   1. Select the Reports button from the Main Menu. 2. Select the User PE Performance button. This brings up the User PE Performance Report screen. You may leave the fields blank for all or key in a specific User ID, Location, Buy group and/or Forecast interval. This Request criteria allows you to create a report that is tailored for you. 3. When the Request criteria is filled in to your satisfaction, select the Run Report button on the lower right of the screen. 4. You will see a message appear at the bottom of the screen 'P/E perfom report submitted at .......'  then 'Job xxxx completed normally on .......'.  You may key in different Request criteria and run another report by selecting the Run Report button again. 5. When you have entered the Request criteria and submitted your reports, select the Cancel button to return to the Reports menu and then the Close button to return to the Main Menu (or you may select the Home button on the upper right of your screen twice). 6. Your report will print based on your report settings.  You may have an email designation or a printer designation.  Below is how a PDF file for       the report will appear in your email inbox 7. Select the K3S_7130 report by placing a 5=Display next to it. If you wish the report to be printed, check with your technical staff. If you do not find the report on the Display Spool File screen, it may have already printed, check with your technical staff. 8. The first page is a recap of the selection criteria. 9. Starting with Page 2, you can see the Period End Exception data, the percent the buyer reviewed, the % not reviewed and the % no longer in the system. 10. Any number appearing in the % not reviewed column indicates the buyer is not doing a good job with the Period End Exception report that is produced automatically at period end.