User Guide April 1, 2003

Contents

What’s new?. 1

Reports are available whenever you want them. 1

Reports can be sent to your email address 1

Changes to reports 1

Customize your reports 2

Schedule reports 2

Save your reports 2

Download reports to Excel 2

View shipping and receiving data for up to 4 years 2

Getting Started. 3

Getting Help. 5

Getting help from the User Guide. 5

Getting help from SPAN. 8

Signing on and off 11

Signing on to eWareHouse Pro. 11

Signing off eWareHouse Pro. 12

Getting an eWareHouse user ID and password. 13

Requesting reports. 14

Requesting the Balance Report 15

Requesting the Activity Report 17

Requesting the In-Transit Report 20

Requesting the Part List Report 23

Requesting the Analyst Balance Report 25

Working with the Report Inbox. 28

Display or print report results 31

Delete reports 34

Save reports 35

Schedule reports to run automatically. 36

Display report parameters 38

Customizing eWareHouse Pro. 39

Customizing account information. 40

Customizing the delivery type. 41

Customizing reports 42

Customizing scheduled reports 45

Displaying facility information. 47

Glossary. 49

Index. 53

What’s new?

This section describes the changes that we have made to eWareHouse Pro, including:

Reports are available whenever you want them

Reports can be sent to your email address

Changes to reports

Customize your reports

Schedule reports

Save your reports

Download reports to Excel

View shipping and receiving data for up to 4 years

Click a topic in the list to see more information about a particular change, or scroll down to review all the changes listed above.

Reports are available whenever you want them

In the past, reports were generated at preset intervals. Now you can run reports any time you want and get the most current data.

Reports can be sent to your email address

When you request a report, you can choose to have it automatically sent to your email address. That means you can log out of eWareHouse Pro and go on to other work. When the report is ready, the system automatically mails it to your email address.

Changes to reports

The Part List report is new. It shows details for each part that is handled by SPAN at the specified facility.

As well, the Activity report is now able to display inventory movements for all inventory areas of the warehouse. For example, the Quarantine and Inspection areas did not appear on the Activity report in the past.

Customize your reports

You can rename the headings on your reports, choose which column of data is first, second, third and so on, change the way the data is sorted, display a total for any column you want, and hide columns that you do not want to see in your report.

Schedule reports

You can set up a schedule to have the system automatically create reports at intervals you specify. For example, you could decide to run the Activity report at 10 a.m. every day.

Save your reports

If there are reports that you want to keep, you can store them in a separate area under any name you want.

Download reports to Excel

Once a report has been created, you can choose to print or email it in a format that can be input into Excel for further analysis.

View shipping and receiving data for up to 4 years

In the past, shipping and receiving reports were only available for 7 days. Now you can review shipping and receiving data for up to 4 years.

Getting Started

If you are new to eWareHouse Pro, read this section to find out what eWareHouse Pro can do for you.

eWareHouse Pro provides a set of reports to help you manage inventory levels and shipments in a more efficient way. Using eWareHouse Pro, you will run reports, either manually or automatically, and view or print the report results.

For example, you can run the Balance report to monitor how well your inventory levels match the inventory levels that your customers require.

The reports included with eWareHouse Pro are:

Balance Report	Displays the current inventory balance for each part.
Analyst Balance Report	Displays the current inventory balance for each part by analyst. This information is for OEM users.
Activity Report	Displays inventory movements, including parts that have been received, shipped, and transferred.
In-Transit Report	Displays the status and quantity of parts that are in transit to SPAN facilities.
Part List Report	Displays a list of parts that are being handled by SPAN for a supplier.

Our green-yellow-red system provides you with advance warning so you can prevent stockouts and overstock. For example, on the Balance report or the Analyst Balance report, the line for a particular part has a green background if your inventory level is at or above the inventory level required by your customer. The line is yellow if your inventory level is below the inventory level required by your customer, but you have at least 50% of the inventory required. The line is red if your inventory level is less than 50% of the inventory level required by your customer. A quick glance at the report lets you check for products that need your attention.

This guide will help you learn how to request reports, view and print the results, schedule reports to run automatically, and customize your reports.

This is a typical eWareHouse screen:

Getting Help

Getting help from the User Guide

You can print this user guide to have it as a handy desktop reference, and you can use it online. This section describes how to use the features of the online version to find what you need.

	To display the User Guide: 1. Click User Guide. TIP: It is below the “Help” heading on the left side of the window. You will have to scroll down to see it.
	The User Guide opens in a separate window like the one on the left. The window has a “bookmark pane” on the left, which lists all of the topics in the guide. Just click on any topic to display it. The topic in the bookmark pane is highlighted to help you easily identify where you are in the User Guide. TIP: If you don’t see the bookmark pane on your screen, you can open it by clicking Window at the top of the screen and then clicking Bookmarks, or by pressing F5.
	If a topic in the bookmark pane has a plus sign beside it, it means that you can display the subtopics by clicking on the plus sign. In the example on the left, clicking the plus sign beside “What’s New?” displays a list of the subtopics.
	If you click a topic that appears on a page in the Contents of the User Guide, that topic is immediately displayed.
	You can also search the User Guide for a word or phrase. 2. Click Edit and then Find. 3. Type the word or phrase that you want to search for and click Find. The system displays the first page containing your search word. 4. Press Ctrl+g to display the next page(s) containing your search word.
	To print the User Guide, click the printer icon (circled).

Getting help from SPAN

You can use eWareHouse Pro to communicate directly with SPAN. Depending on the request, it goes either to the SPAN Information Technology Help Desk or to a SPAN Global Logistic Customer Service representative. The Help Desk is responsible for the eWareHouse software. Customer Service representatives are responsible for operations at all of the SPAN facilities world-wide.

For example, you can easily:

· Ask us to add locations, suppliers, analysts, and plants, change a password and so on.

· Ask us a question about eWareHouse.

· Report any problem that you are having with eWareHouse.

· Ask questions about why SPAN made a particular shipment.

To make a request:

	1. Click Request. TIP: It is below the “Help” heading on the left side of the window. You will have to scroll down to see it.
TIP: Your name and email address will appear automatically if you have set up your account preferences. (See Customizing account information on page 40 for details.)	2. Under “Location” on the right side of the screen, click the SPAN location that you are requesting information about. 3. Under “Plants”, click the plant that is relevant to your question. 4. Under “Suppliers”, click the name of the supplier that is relevant to your question. 5. Beside “Sender”, type your name if it is not already displayed. 6. Beside “CC”, type the email address of each person you want to copy, separated by a semi-colon. 7. Beside “From”, type your email address if it is not already displayed.
TIP: Click System if your request is related to the eWarehouse system. Click Business if your request is related to operations at a SPAN location.	8. Beside “Type”, click the arrow to select either System or Business. 9. Beside “Subject”, click the arrow to display the types of requests. Then click one of the types. If none of the types fit your request, click Other. 10. In the “Content” box, type a description of what you want SPAN to do. 11. Click Send Request. SPAN will fulfill the request as soon as possible and respond by email.

To report a problem with eWareHouse Pro:

	1. Click Problem. TIP: It is below the “Help” heading on the left side of the window. You will have to scroll down to see it.
TIP: Your name and email address will appear automatically if you have set up your account preferences. (See Customizing account information on page 40 for details.)	2. Under “Location” on the right side of the screen, click the SPAN location that you are requesting information about. 3. Under “Plants”, click the plant that is relevant to your question. 4. Under “Suppliers”, click the name of the supplier that is relevant to your question. 5. Beside “Sender”, type your name if it is not already displayed. 6. Beside “CC”, type the email address of each person you want to copy, separated by a semi-colon. 7. Beside “From”, type your email address if it is not already displayed.
TIP: Click System if your request is related to the eWarehouse system. Click Business if your request is related to operations at a SPAN location.	8. Beside “Type”, click the arrow to select either System or Business. 9. Beside “Subject”, click the arrow to display the types of problems. Then click one of the types. If none of the types are appropriate, click Other. 10. In the “Content” box, type a description of the problem. 11. Click Send Problem. 12. SPAN will investigate the problem as soon as possible and respond by email.

Signing on and off

Signing on to eWareHouse Pro

	1. Using your internet browser, go to the SPAN website: http://www.spanltd.com 2. Click Logistics.
	3. Click eWareHouse.
	4. Type your user name and password in the white boxes. 5. Click Login. TIPS: If you do not know your user name and password, see Getting an eWareHouse user ID and password on page 13. If you bookmark this page in your internet browser, you can go directly to it in the future. (If you are using Internet Explorer, click Favorites and then Add to favorites. If you are using Netscape Navigator, click Bookmarks and then Bookmark this page.)
	This screen appears when you have successfully signed on to eWareHouse. Now you can: · Request reports (see page 14) · Work with completed reports (see page 28) · Customize your system (see page 39)

Signing off eWareHouse Pro

1. Click Logout, which is available in the top right corner of any eWareHouse Pro screen.

Getting an eWareHouse user ID and password

Use the steps in this section if:

· You want to have SPAN set up a user ID for eWareHouse.

· You already have a user ID but you can’t remember the password.

1. Click the link below the Login button.

TIP: Asterisks indicate the mandatory information. Other information is optional.

A form appears for you to fill out. 2. In the “Locations” box on the left side of the screen, click the location that is closest to you. (This tells us which SPAN location will warehouse your parts.) 3. Fill in the white boxes with the user’s name, the company name and address, and the user’s email address and telephone number. 4. If you are a supplier, type some examples of typical part numbers. OR If you are a manufacturer, type the names of all the suppliers you work with. 5. Click Send form. A SPAN representative will contact you at the email address you specified when the user ID is ready.

Requesting reports

Five reports are available:

Balance Report	Displays the current inventory balance for each part. Each line has a colored background that matches its GYR (green-yellow-red) flag so you can identify problem parts at a glance. Although the percentages vary depending on each customer’s specific requirements, this is a typical example of how to interpret the colors on the report:
	Green:	Your inventory level is at or above the inventory level required by your customer.
	Yellow:	Your inventory level is below the inventory level required by your customer, but you have at least 50% of the inventory required.
	Red:	Your inventory level is less than 50% of the inventory level required by your customer.
Analyst Balance Report	Contains the same data as the Balance report, but you can request it for the specific suppliers that a Parts Analyst deals with. This report is only available to OEMs.
Activity Report	Displays inventory movements, including parts that have been received, shipped, or transferred.
In-Transit Report	Displays the status and quantity of parts that are in transit to specified SPAN locations.
Part List Report	Displays a list of parts that specified SPAN locations are handling.

Requesting the Balance Report

	1. Click Balance. TIP: It is below the “Inventory” heading on the left side of the window.
	2. If you want the system to send the report to your email address, click Email if it is not already selected. TIP: You can change the default setting by clicking Delivery below the “Preferences” heading on the right side of the screen. Click Email if you want the system to send the report to your email address. Otherwise, click Web. 3. Select the suppliers to include in the report. TIP: To select more than one supplier: Hold down the Ctrl key as you click supplier names to select them individually. All suppliers you click will be selected. OR Click a supplier, then hold down the Shift key as you click another supplier. The two suppliers you clicked and all suppliers in between will be selected. To deselect a supplier that is already highlighted, just click the supplier again with the Ctrl key held down. The highlighting will be removed from that supplier. 4. Click Send Request.
	The system displays this screen as it is processing.
	TIP: A number appears in brackets beside Processing on the left side of the screen below the “Report Inbox” heading while the system is processing the report. This feature allows you to monitor the progress of your report. When the system finishes processing the report, the number beside Processing disappears. You can then display your report by clicking Ready.
	While the system is processing your report, you can choose whether to wait for the results. If you decide to wait, the system displays the report results as soon as processing completes, as shown in the example on the left. If you decide not to wait, you can continue working with eWareHouse or even log out of eWareHouse. In this case, you can view the report results by clicking Ready. See Display or print report results on page 31 for more information.

Requesting the Activity Report

	1. Click Activity. TIP: It is below the “Inventory” heading on the left side of the window.
TIP: To select more than one supplier: Hold down the Ctrl key as you click supplier names to select them individually. All suppliers you click will be selected. OR Click a supplier, then hold down the Shift key as you click another supplier. The two suppliers you clicked and all suppliers in between will be selected. To deselect a supplier that is already highlighted: Click the supplier again with the Ctrl key held down. The highlighting will be removed from that supplier.	2. If you want the system to send the report to your email address, click Email if it is not already selected. TIP: You can change this setting permanently by clicking Delivery below the “Preferences” heading on the right side of the screen. Click Email if you want the system to send the report to your email address. Otherwise, click Web. 3. Select the suppliers to include in the report from the “Suppliers” list on the right side of the screen. (See the tip on the left.) 4. Beside “Areas”, select the inventory areas to include in the report. (You can select multiple areas just as you can select multiple suppliers.) 5. Beside “Movement”, click Shipping, Receiving, or All depending on whether you want to include shipping data, receiving data, or both in your report.
	6. Beside “Date”, click the arrow beside “Only Today” to display a list of choices, then click one of the timeframes in the list. OR Type your own date range. The “from” and “to” dates must be in the format mm/dd/yyyy. (For example, for January 7, 2003 you would type 01/07/2003).
TIP: Standard displays basic inventory activity – date, time, part number, quantity, ASN number, packing slip number, user name, and CUM. Detail displays pull numbers, plant areas and plant lines in addition to the standard information. Fine displays individual serial numbers for shipped or received items in addition to the standard and detail information.	7. Beside “Report type”, click Standard, Detail, or Fine. 8. Click Send Request.
	The system displays this screen as it is processing.
	TIP: A number appears in brackets beside Processing on the left side of the screen below the “Report Inbox” heading while the system is processing the report. This feature allows you to monitor the progress of your report. When the system finishes processing the report, the number beside Processing disappears. You can then display your report by clicking Ready.
	While the system is processing your report, you can choose whether to wait for the results. If you decide to wait, the system displays the report results as soon as processing completes, as shown in the example on the left. If you decide not to wait, you can continue working with eWareHouse or even log out of eWareHouse. In this case, you can view the report results by clicking Ready. See Display or print report results on page 31 for more information.

Requesting the In-Transit Report

	1. Click In-Transit. TIP: It is below the “Inventory” heading on the left side of the window.
	2. If you want the system to send the report to your email address, click Email if it is not already selected. TIP: You can change the default setting by clicking Delivery below the “Preferences” heading on the right side of the screen. Click Email if you want the system to send the report to your email address. Otherwise, click Web. 3. Select the suppliers to include in the report.
	TIP: To select more than one supplier: Hold down the Ctrl key as you click supplier names to select them individually. All suppliers you click will be selected. OR Click a supplier, then hold down the Shift key as you click another supplier. The two suppliers you clicked and all suppliers in between will be selected. To deselect a supplier that is already highlighted, just click the supplier again with the Ctrl key held down. The highlighting will be removed from that supplier.
TIP: Standard displays the ETA, shipment date, part number, packing slips, quantity and waybill information. Detail displays pull numbers and reference information in addition to the standard information.	4. Beside “Report type”, click Standard or Detail. 5. Click Send Request.
	The system displays this screen as it is processing.
	TIP: A number appears in brackets beside Processing on the left side of the screen below the “Report Inbox” heading while the system is processing the report. This feature allows you to monitor the progress of your report. When the system finishes processing the report, the number beside Processing disappears. You can then display your report by clicking Ready.
	While the system is processing your report, you can choose whether to wait for the results. If you decide to wait, the system displays the report results as soon as processing completes, as shown in the example on the left. If you decide not to wait, you can continue working with eWareHouse or even log out of eWareHouse. In this case, you can view the report results by clicking Ready. See Display or print report results on page 31 for more information.

Requesting the Part List Report

	1. Click Part List. TIP: It is below the “Inventory” heading on the left side of the window.
	2. If you want the system to send the report to your email address, click Email if it is not already selected. TIP: You can change the default setting by clicking Delivery below the “Preferences” heading on the right side of the screen. Click Email if you want the system to send the report to your email address. Otherwise, click Web. 3. Select the suppliers to include in the report.
	TIP: To select more than one supplier: Hold down the Ctrl key as you click supplier names to select them individually. All suppliers you click will be selected. OR Click a supplier, then hold down the Shift key as you click another supplier. The two suppliers you clicked and all suppliers in between will be selected. To deselect a supplier that is already highlighted, just click the supplier again with the Ctrl key held down. The highlighting will be removed from that supplier. 4. Click Send Request.
	The system displays this screen as it is processing.
	TIP: A number appears in brackets beside Processing on the left side of the screen below the “Report Inbox” heading while the system is processing the report. This feature allows you to monitor the progress of your report. When the system finishes processing the report, the number beside Processing disappears. You can then display your report by clicking Ready.
	While the system is processing your report, you can choose whether to wait for the results. If you decide to wait, the system displays the report results as soon as processing completes, as shown in the example on the left. If you decide not to wait, you can continue working with eWareHouse or even log out of eWareHouse. In this case, you can view the report results by clicking Ready. See Display or print report results on page 31 for more information.

Requesting the Analyst Balance Report

Parts Analysts use this report to monitor inventory levels of the parts they are responsible for.

	1. Click Analyst Balance. TIP: It is below the “Inventory” heading on the left side of the window.
	2. If you want the system to send the report to your email address, click Email if it is not already selected. TIP: You can change the default setting by clicking Delivery below the “Preferences” heading on the right side of the screen. Click Email if you want the system to send the report to your email address. Otherwise, click Web. 3. Select the location you want to work with. The “Analyst” list changes, displaying the names of analysts at that location. 4. Select the analyst(s) to include in the report.
	TIP: To select more than one analyst: Hold down the Ctrl key as you click analyst names to select them individually. All names you click will be selected. OR Click a name, then hold down the Shift key as you click another name. The two names you clicked and all names in between will be selected. To deselect a name that is already highlighted, just click the name again with the Ctrl key held down. The highlighting will be removed from that name. 5. Click Send Request.
	The system displays this screen as it is processing.
	TIP: A number appears in brackets beside Processing on the left side of the screen below the “Report Inbox” heading while the system is processing the report. This feature allows you to monitor the progress of your report. When the system finishes processing the report, the number beside Processing disappears. You can then display your report by clicking Ready.
	While the system is processing your report, you can choose whether to wait for the results. If you decide to wait, the system displays the report results as soon as processing completes, as shown in the example on the left. If you decide not to wait, you can continue working with eWareHouse or even log out of eWareHouse. In this case, you can view the report results by clicking Ready. See Display or print report results on page 31 for more information.

Working with the Report Inbox

The Report Inbox has three options:

	Ready:	Click this menu option to work with reports that have finished processing.
	Processing:	Click this menu option to work with reports that are currently being processed by the system.
	Saved:	Click this menu option to work with reports that you have saved. For information on saving reports, see Save report on page 34.

	The screen on the left appears when you click Ready. There are three tabs which allow you to display a list of new reports that you have not viewed yet (the default), reports that you have already viewed, or all reports. Just click a tab to display its contents. In the example on the left, the All tab is open and one new report is listed. Your reports stay in this list until you delete them. TIP: When the All tab is selected, reports that have already been viewed are shown in blue while reports that have NOT yet been viewed are shown in gray.
	Beside each report, there are several icons that you can click to: · Display or print report results · Delete reports · Schedule reports to run automatically at specified time intervals · Display report parameters that were used when the report was generated. · Save reports under a name that you assign
	The screen on the left appears when you click Processing. This screen lists the reports that are currently being processed or that have ended with an error. From this screen you can: · Delete reports. · Display report parameters. · Save reports under a name you choose.
	The screen on the left appears when you click Saved. This screen lists the reports that you have saved under a name that you choose. From this screen you can: · Display or print report results. · Delete reports.

Display or print report results

	1. Click Ready. 2. Click the appropriate tab (New, Viewed or All). 3. Click the icon to the right of the report you want to view or print.
	The system displays the selected report, as shown on the left. TIP: If you are looking for specific information in the report, you can use the “Sort by” and “Filter by” boxes to help you find it. First, sort the results. Click the arrow in the “Sort by” box to display a list of report headings. Click the heading you want to sort by and then click Sort. Next, filter the sorted results. Click the arrow in the “Filter by” box to display a list of all the available field values for the “Sort by” heading. Click the value you want and then click Filter. Example: Your requested report lists activity for all parts this week but you want to display only the information for a particular part number. First you would sort by part number. This causes the Filter list to contain all the part numbers on the report. You can then select the part number you want from the Filter list.
	TIPS for the Balance report and the Analyst Balance report: When you are displaying the results of the Balance report or the Analyst Balance report, you can quickly request an Activity report by clicking the icon in the “Activity” column. The Activity report will be automatically requested for the 31 day period prior to the current date. Each line has a colored background that matches its GYR (green-yellow-red) flag so you can identify problem parts at a glance. Although the percentages vary depending on each customer’s specific requirements, this is a typical example of how to interpret the colors on the report: Green: Your inventory level is at or above the inventory level required by your customer. Yellow: Your inventory level is below the inventory level required by your customer, but you have at least 50% of the inventory required. Red: Your inventory level is less than 50% of the inventory level required by your customer.
	TIP for the Activity report: When you are displaying the results of the Activity report, you can quickly request an Activity report for the previous period or the next period by clicking one of the circled icons. (The dates for the “previous” or “next” period are determined by the date range on your original report.)
	4. To print the report, scroll down to the bottom of the report results. 5. Beside “Print Page”, click HTML Version. TIP: You can also print the Excel version of the report results, as well as email either the HTML version or the Excel version to another user.

Delete reports

You can delete reports from the Report Inbox one at a time or you can delete multiple reports at once.

1. Click Ready and then click the appropriate tab (New, Viewed or All). 2. Select the reports you want to delete by clicking the icon beside them. (If you are only deleting one report, you can skip this step.) 3. Click the icon to the right of the any of the selected reports. TIPS: To select ALL reports at once, double click the icon in the report heading. You can deselect reports that you have selected by clicking them again. The message OK – Successful appears to confirm the deletion.

Save reports

You can save the results of a report in the Saved section of the Report Inbox. This enables you to specify your own name for the report and enter a description that will help you remember why it is saved.

1. Click Ready. 2. Click the appropriate tab (New, Viewed or All). 3. To save the results of a report, click the icon to the right of it.

TIP: The parameters that were used when requesting the report appear in the bottom part of the window.

The screen on the left appears. 4. Beside “Report Title”, type a title for the report that is meaningful to you. This will help you distinguish your saved reports from each other. 5. Beside “Description”, type further information that will help you remember why you saved this report. 6. Click Save. The message Successfully appears as confirmation. You can now display this report by clicking Saved under the Report Inbox heading. The report title and description you entered earlier will appear at the top of the report.

Schedule reports to run automatically

If you have reports that you want to run often, you can schedule them to run automatically.

	1. Click Ready and then click the appropriate tab (New, Viewed or All). 2. To schedule a report to run automatically, click the icon to the right of the report you want to schedule.
	The screen on the left appears. 3. Type a name for the scheduled report that is meaningful to you. This will help you distinguish your scheduled reports from each other. 4. Click the box with the appropriate frequency. For example, if you want the report to run once a month, you would click Monthly. TIP: Select Manually if you want to run a report yourself instead of automatically. This enables you to reuse the same criteria again and again. When you want to run a manually scheduled report, click Schedule (under the “Preferences” heading). See Customizing scheduled reports on page 45 for details. 5. Click Next.
	The screen on the left appears. 6. Beside “Report time”, type the time of day that the report should run, using a 24-hour clock. (For example, for 2PM, you would type 14:00.) 7. Beside “Day”, type the day of the month that the report should run. (For example, to run the report on the 15^th day of each month, you would type 15.) 8. If you want the system to automatically email the report results to you, click Email.
	TIP: If you have entered your email address using Account under the “Preferences” heading, the system fills it in automatically. Otherwise, you will have to type it in each time. 9. If you want the system to automatically email the report to another person, type their email address beside “CC”. 10. Click Next. The message OK – Successful appears. TIP: If you want to display or change any of the information you just entered for the scheduled report, use Schedule under the “Preferences” heading.

Display report parameters

The report parameters include information about the report request, such as who requested it and other information. This can helpful for troubleshooting. As well, it can help you to make sure you have the report you want before displaying the report results.

	1. Click Ready and then click the appropriate tab (New, Viewed or All). 2. To display the parameters that were used to request the report, click the icon to the right of the report.
	The screen on the left appears. 3. If you want to schedule this report to run automatically, click Save to Schedule task. TIP: For more information on scheduling reports, see Schedule reports to run automatically on page 36. 4. If you want to delete the report, click Delete. The message OK – Successful appears as confirmation.

Customizing eWareHouse Pro

You can customize the following:

Account information	Change the name, password, company name, phone number, email address associated with the account. See Customizing account information on page 40 for details.
Delivery type	Specify whether to wait for reports or have them sent to your Reports Inbox by default. See Customizing the delivery type on page 41 for details.
Reports Set	Specify which columns should appear and change column names, whether to sort columns, whether to include a total for a column, and the order of columns. See Customizing reports on page 42 for details.
Schedule	Change the time and delivery type of scheduled reports, delete scheduled reports, run scheduled reports. See Customizing scheduled reports on page 45 for details.

Customizing account information

The Account menu option enables you to customize your account information, including:

· Contact name

· Company name

· Contact’s telephone number

· Contact’s email address

You cannot change the password. The system uses the contact name at the top of many screens, and it uses the email address shown on this screen whenever you request that a report be emailed to you. As well, SPAN checks this screen to find out the contact name and phone number in order to get in touch with your company.

	1. Click Account. TIP: It is below the “Preferences” heading on the left side of the window. You will have to scroll down to see it.
	2. Change the information in any of the white boxes. 3. Click Update Account Information. The message OK – Successful appears.

Customizing the delivery type

The Delivery menu option lets you change the default delivery type for your reports. Each time you request a report, you have the option to choose a delivery type. Use the steps below to choose the method you use most often.

The choices are:

· You can wait while the system processes the reports. The system will display the requested report on your screen as soon as it is ready.

· You can have the system email reports to your Report Inbox. You can go to the Report Inbox when you are ready to display a report.

	1. Click Delivery. TIP: It is below the “Preferences” heading on the left side of the window. You will have to scroll down to see it.
	2. If you usually want the system to send your report to your email address, click Email. Otherwise, click Web. 3. Click Save. The message OK – Successful appears.

Customizing reports

The Reports Set menu option enables you to customize the default reports that come with eWareHouse Pro by:

· Renaming the column headings to use your company’s naming conventions.

For example, you may call the Quarantine area the “Q Area”.

· Specifying whether the system should sort each column of data.

· Specifying whether the system should put a total at the bottom of each column of data.

· Changing the order of the columns from left to right.

The order of columns also affects the sorting of data because the system sorts the data in the first column, then the second column and so on.

· Hiding columns of data on your report.

For example, if you do not use the data in a report column, you can hide the column. When you view or print your report, that column of data does not appear on the report. This helps to reduce clutter on your reports and can help to make a report printable on narrow printers.

	1. Click Reports Set. TIP: It is below the “Preferences” heading on the left side of the window. You will have to scroll down to see it.
	This screen lists all of the reports that come with eWareHouse Pro. 2. Click the name of the report you want to customize.
	The “Fields in your report” column lists the fields that are currently available for your report. The “New Fields” list will always be blank unless SPAN adds a new field to the report. TIP: If any new fields are listed, click >> if you want to add them all to your report. If you want to add new fields one at a time, click a field in the “New fields” list and then click >. 3. Click Next.
	This screen lists the defaults for the report. 4. If you want to change the names of any columns, simply type over the displayed name. (The longer the name you type, the wider your column will be.) See the Glossary for a description of each field. 5. If you want to sort the report by this field, click the arrow in the “Sort Function” column and then click Yes or No. TIP: If you choose Yes for more than one column of the report, the system sorts first by the column with the lowest number in the “Display order” column, then by the next lowest number, and so on. 6. If you want to see a total for this column, click the arrow in the “Total Function” column and then click Yes or No.
	The “Display order” column shows the order in which the selected fields will appear in the report. For example, “2” means that the field will appear in column 2 of the report. 7. If you want to change the order in which the report columns are displayed, type over the numbers in the “Display order” column. (The system displays an error message if you use the same number twice.) 8. If you want to change the alignment of a field, click the arrow in the “Align” column and then click Left, Center or Right. If you do not want all of the available fields to appear on your report, you can hide the ones you do not want. 9. To hide a field, click the green button on the right side of the screen. The system displays a red button in the “Hide” column and puts a gray background across the field. (See the example on the left.) TIPS: If you want to go back to the original SPAN report settings, click Reset to original at the bottom of the screen, beside Save Customization. If you want to delete your customized report, click Delete at the bottom of the screen, beside Save Customization. 10. When you have finished customizing this report, click Save customization. 11. The message OK – Successful appears.

Customizing scheduled reports

The Schedule menu option enables you to work with the reports that you have set up to run automatically according to a schedule. You can use the steps below to:

· Change the name of a scheduled report.

· Change the time a scheduled report runs.

· Change whether the system emails a copy to you and others.

As well, if you have set up certain reports to be run manually, you can use the steps below to run them manually.

	1. Click Schedule. TIP: It is below the “Preferences” heading on the left side of the window. You will have to scroll down to see it.
	This screen lists all the reports that you have scheduled to run automatically. TIP: The list is blank if you have not set up any scheduled reports. For information about how to set up a schedule for your reports, see Schedule reports to run automatically on page 36.) 2. Click the name of the scheduled report you want to work with.
	3. If you want to change the name of the scheduled report, type the new information over the old. 4. If you want to change the time that the scheduled report runs, type the new information over the old. 5. If you want the system to email the report to you, click Email and ensure that your email address appears correctly. If you are copying another user as well, make sure his email address appears correctly. 6. Click Save changes. TIP: Use a 24 hour clock. For example, for 2PM you would type 14:00. 7. If you want to unschedule the report (so it no longer runs automatically), click Delete. 8. If you want to run the report immediately, regardless of its scheduled time, click Create request now. (The report will continue to run automatically at the scheduled time.)

Displaying facility information

You can display information about various SPAN facilities, such as the address, the contact name and telephone number, operating hours and more.

	1. Click the name of a facility. TIP: The SPAN facility names are below the “Facility” heading on the left side of the window. You will have to scroll down to see them.
	This screen lists the information about the facility, such as the mailing address, the contact name and telephone numbers, and so on.

Glossary

This section lists the default names of all report fields and a description of each. If you decide to customize your report headings, it would be a good idea to write the name you choose beside the original default name for later reference.

FIELD NAME	DESCRIPTION
Analyst	Name of the buyer/analyst responsible for a part’s inventory level, usually on the OEM side.
Area	Physical area in the warehouse.
Area/Plant	Area of the plant to which parts are delivered.
ASN	Advance Shipment Notice. The number present on shipments to OEMs and in-transit shipments from suppliers.
Consignment	Quantity available in the consignment area of the warehouse.
CTB1	Clear to build 1. Typically, the quantity required for one week of production.
CTB2	Clear to build 2. Typically, the quantity required for two weeks of production.
Date	Transaction date.
DESCRIPTION	The part description as it appears in the system.
ETA	Estimated time of arrival.
Factory P/N	Supplier part number.
Factory Description	Supplier description of part.
FREV	Factory revision number.
GYR	Green-Yellow-Red flag. This flag shows the status of your inventory levels with respect to the inventory levels required by a customer (shown in the CTB fields). Although percentages vary by customer, the flags are typically set as follows: Green indicates that SPAN has over 100% of inventory to cover the release requirements. Yellow indicates that SPAN has 50 to 100% of inventory to cover the release requirements. Red indicates that SPAN has less than 50% of inventory to cover the release requirements. This will result in stockouts for OEMs and can cause a line to be down.
HOLDBALANCE	Quantity currently in the on-hold area of the warehouse.
INSBALANCE	Quantity currently in the inspection area of the warehouse.
Inspection	Quantity currently in the inspection area of the warehouse.
In-transit	Quantity in transit to a SPAN facility.
INVBALANCE	Quantity currently in the inventory area for shippable parts.
Inventory	Quantity currently in the inventory area for shippable parts.
Item ID	Internal item number.
Job No.	The Global Inventory Control System (GICS) generates a job number for every movement of inventory within SPAN facilities.
Line/Plant	Line and/or plant to which parts will be delivered.
Lot	Lot numbers of suppliers’ part numbers. Usually but not always, this is a combination of date codes. SPAN facilities track this information throughout the process.
OEM P/N	OEM, customer part number.
OEM Part	OEM, customer part number.
OEM Partno	OEM, customer part number.
OEMDESCRIPTION	OEM, customer part description as it appears in SPAN’s system.
OEMPO	OEM’s purchase order number.
OEMREV	OEM’s part revision, if applicable.
On-hold	Quantity currently in the on-hold area of the warehouse.
Pack Slip	This column will display supplier packing slip numbers for inventory being received and SPAN packing slip numbers for inventory being shipped.
Part No	SPAN’s part number that it uses to handle the inventory in its facility.
PERBOX	The number of parts per box.
PERSKID	The number of boxes per skid.
PID	Internal part identifier.
PLANT	OEM destination plant.
PO	Purchase order number.
PRICE	Price of the part.
Pull No.	Request number (sometimes called order number). The name depends on the OEM customer’s implementation. Example: The DELPHI OEM customer refers to this as the SPSSL number
Pull Ref	Request number (sometimes called order number). The name depends on the OEM customer’s implementation. Example: The DELPHI OEM customer refers to this as the SPSSL number
Qty	The quantity involved in the transaction.
Quarantine	The quantity available in the Quarantine area of the warehouse.
QUARBALANCE	The quantity available in the Quarantine area of the warehouse.
Rec Cum	Receiving cumulative.
SCA QTY	The quantity scanned during a transaction.
SCAN LOT	The lot number of the goods scanned during a transaction.
SCAN SERIAL	The serial number of the goods scanned during a transaction.
Ship Cum	Shipping cumulative.
SUPPLIER	The supplier name as it appears in SPAN’s system.
Supplier Part	Supplier part number.
Tran Name	Transaction name.
Tran No	Transaction number.
TRANBALANCE	The quantity currently in transit to a SPAN facility.
Trans Date	Transaction date.
User	The SPAN employee performing the transaction.
Waybill	The waybill number of the carrier transporting the parts.
WEIGHT	The part’s weight as it appears in SPAN’s system.
WIP	The quantity currently in the Work in Progress area of the warehouse.
WIPBALANCE	The quantity currently in the Work in Progress area of the warehouse.

Index

Account menu item, 40

Activity Report

description, 14

requesting, 17

adding locations, suppliers, plants, analysts, 8

address of contact, changing, 40

Analyst Balance Report

description, 14

requesting, 25

analysts, adding, 8

Balance menu item, 15, 17, 20, 23, 25

Balance Report

description, 14

requesting, 15

company name, changing, 40

contact email address, changing, 40

contact name, changing, 40

contact phone number, changing, 40

customizing

account information, 40

delivery type, 41

reports, 42

scheduled reports, 45

customizing eWareHouse Pro, overview, 39

deleting report results, 34

Delivery menu item, 41

Detail

Activity Report, 18

In-Transit Report, 21

displaying report parameters, 38

displaying report results, 31

email address of contact, changing, 40

facility information, displaying, 47

Fine, Activity Report, 18

getting started, 3

glossary of report fields, 49

help

how to display the User Guide, 5

how to get help from SPAN, 8

printing the User Guide, 7

searching the User Guide online, 7

using the online User Guide, 5

In-Transit Report

description, 14

requesting, 20

introduction, 3

locations, adding, 8

logout, 12

menu items

Account, 40

Balance, 15, 17, 20, 23, 25

Delivery, 41

Problem, 10

Processing, 29

Ready, 28

Reports Set, 42

Request, 9

Saved, 30

Schedule, 45

User Guide, 5

name of contact, changing, 40

new functions, 1

overview

contacting SPAN, 8

customizing eWareHouse, 39

Reports Inbox, 28

requesting reports, 14

signing on and off, 11

User Guide, 5

Part List Report

description, 14

requesting, 23

passwords

changing, 8

forgotten, 13

plants, adding, 8

Preferences

Account Information, 40

Delivery Type, 41

Reports Set, 42

Schedule, 45

Preferences, overview, 39

printing report results, 31

printing the User Guide, 7

Problem menu item, 10

problems, how to report to SPAN, 10

Processing menu item, 29

Ready menu item, 28

reports

Activity Report, 14

Analyst Balance Report, 14

Balance Report, 14

customizing, 42

glossary of default fields, 49

In-Transit Report, 14

overview, 14

Part List Report, 14

scheduling, 36

Reports Inbox

deleting report results, 34

displaying report parameters, 38

displaying report results, 31

overview, 28

printing report results, 31

saving report results, 35

scheduling reports, 36

Reports Set menu item, 42

Request menu item, 9

requesting reports

Activity Report, 17

Analyst Balance Report, 25

Balance Report, 15

In-Transit Report, 20

Part List Report, 23

Saved menu item, 30

saving report results, 35

Schedule menu item, 45

scheduling reports, 36

signing off, 12

signing on, 11

no password, 13

no user ID, 13

SPAN facilities, displaying contact information, 47

Standard

Activity Report, 18

In-Transit Report, 21

suppliers

adding, 8

deselecting, 15

selecting more than one, 15

telephone number of contact, changing, 40

User Guide

displaying, 5

printing, 7

searching online, 7

User Guide menu item, 5

User ID, obtaining, 13