SCM Analytics

The Stock Statement is the most frequently used SCM report. It shows opening balance, receipts, issues, and closing balance for each material at a job site. The report supports region/zone dropdown, BU dropdown, and a full material group cascade (Group → SubGroup → SubSubGroup → Material).

Drill down into Stock StatementDetail for transaction-level movements of any material.

Records all material issues from stores to jobs. The issue type dropdown (from omni_stock_issue_type) lets you filter by issue category: to work, to subcontractor, inter-site, etc. Additional filters for BU, zone, material keyword, job, and date range.

Tracks each purchase order from creation through MRN receipt to bill registration. Cascading dropdowns for BU, job, and vendor. The report shows PO number, vendor, items, quantities ordered vs. received, and pending amounts. Use this alongside the PO Pending Report to identify orders with outstanding deliveries.

Classifies all materials into A, B, and C categories based on their cumulative value percentage. The cutoff thresholds are user-configurable:

"A" items typically represent 10-20% of total items but 70-80% of total spend. Focus your monitoring on these.

Two complementary reports compare vendor pricing:

• Material Purchase Rates — Rates from executed POs. Filters by division/BU, material group, date range, keyword, and job.
• Material Offer Rates — Rates from RFQ responses before PO placement. Same filters minus division.

Compare these reports to see whether negotiated rates (offers) translate into actual purchase rates, and identify vendors consistently pricing above or below market.

The subcontractor reporting suite includes:

• Subcontractor Material Reconciliation — Compares materials issued to subcontractors against provisioned amounts in their work orders. Highlights discrepancies.
• Subcontractor Stock Statement — Current material held by each subcontractor (issued but not yet consumed).
• Subcontractor Offer Rates / Purchase Rates — Rate comparison for workgroup items from RFP responses and executed work orders.
• WO Pending Report — Outstanding work orders with undelivered scope.

Use the Stock Statement All Jobs report. It provides a consolidated cross-job stock summary. Filter by BU, job, date range, and material keyword. Drill down into Stock Statement All Jobs Detail for lot-level specifics on any material.

The Stock Ageing Report (and its Dynamic Buckets variant) shows ageing based on receipt date with fixed or user-defined day buckets, grouped by job and material. The Inventory Ageing Report is a separate report that adds last-PO-vendor information and uses a different stored procedure. Both help identify slow-moving inventory, but Stock Ageing is the more commonly used version.

The Status parameter on the MR Tracking Report accepts integer values:

• 0 — MRs with no RFQ generated yet
• 1 — MRs with RFQ but no PO
• 2 — MRs with PO but no MRN
• 3 — MRs with MRN but no issue
• 4 — All MRs regardless of status

Use lower numbers to find items stuck early in the pipeline.

Yes. The Stock Ageing Report - Dynamic Buckets accepts a comma-separated list of day thresholds in the ageBuckets parameter (e.g., "30,60,90,180,365"). The report parses these via STRING_SPLIT into named column ranges.

Three reports lack full UserID-based security: Creditor VAT Details, Creditors Document and Vouchers, and the legacy StockAgeingReport. These are older reports that were built before the standard security framework was adopted. Access to these reports should be controlled via SSRS folder-level permissions.

The standard Stock Statement shows opening/receipts/issues/closing balances for active stock lots. The Stock Statement - Simple shows all lots including those with zero current quantity, and adds a warehouse location filter. Use "Simple" for complete audit listings; use the standard report for operational stock monitoring.

Two report pairs cover this: Stock Statement Customer (filtered from the standard stock SP) and the Customer Stock Statement pair (inline SQL filtering where is_from_customer = 1). Both show stock by job and material for customer-owned items. Use Customer Stock Statement when you need to filter by specific customer.

The Material Budget report (omni_sp_reports_SCMGetBudget) shows budgeted vs. requisitioned amounts by material hierarchy. Budget burn analysis — comparing PO rates against budgeted rates with green/red variance indicators — is presented within the Material Budget report output. Filter by BU, job, and material keyword.