Snapshot audit log history and other snapshot tables

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These snapshot tables provide historical audit log data and equipment bill of materials details for analyzing user activities and equipment-related inventory information.

Tables included

Audit Log History
Audit Types
System User Details
System Text Details
System Text Values
System Text Locales

Data source objective

You can use this data source to analyze the audit events for a selected User

Snapshot equipment BOM details

Tables included

Current Equipment details
Bill of Materials
Item (Material) details for current month

Data source objective

You can use this data source to:

List the Items (Materials) that relate to an Equipment via Bill of Materials (BOMs)
List the equipment and filter by Responsible Person/Custodian, Equipment Type or Equipment Status
Review items relating to Inactive Equipment

Calculations in data source

Corporate Currency Stock Value: Calculates the Current Stock Value in Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Current Stock Value by the Corporate Currency Rate.

Snapshot equipment issue details

Tables included

Current Equipment details
Issues History
Item (Material) details for current month

Data source objective

You can use this data source to:

List the Items (Materials) that relate to an Equipment via Issues
List the equipment and filter by Responsible Person/Custodian, Equipment Type or Equipment Status
Review items relating to Inactive Equipment.

Calculations in data source

Corporate Currency Stock Value

Calculates the Current Stock Value in Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Current Stock Value by the Corporate Currency Rate.
Issue Value

(Issue Size x Issue Price) as an absolute calculation, to report both Returns (where Issue Size is < zero) and Issues as a positive figure in Reports eg. Executive Dashboard. If the Corporate Currency Rate is greater than zero, then multiply the absolute calculation above by the Corporate Currency Rate.
Is Issue This Year

This is a flag that can be used as a filter to only display Issues/Returns that have been created from within 1 year before the latest PU (Update Date). 1 = Issued/Returned This Year, 0 = Not Issued/Returned This Year, Include both (ie. no filter) = All Issues/Returns.
Is Issue Last Year

This is a flag that can be used as a filter to only display Issues/Returns that have been created between 1 - 2 years before the latest PU (Update Date). 1 = Issued/Returned Last Year, 0 = Not Issued/Returned Last Year, Include both (ie. no filter) = All Issues/Returns.
Is Issue Overdue

This is a flag that can be used as a filter to only display Issues/Returns where the Due Date is less than the Issue Date. 1 = Issue is Overdue, 0 = Issue is NOT Overdue, Include both (ie. no filter) = All Issues/Returns.
Issue Type

Determines if the record is an Issue or a Return. If the Issue Size is less than zero then this signifies a Return and all other records are Issues.
Days Overdue

Calculates the number of days where the Issue Date is past the Due Date.
Stockout Cost

Calculates the Current Stockout Cost in Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Current Stockout Cost by the Corporate Currency Rate.
Issue Price

Calculates the Issue Price in Corporate Currency, in the case where a user may want to see the Corporate Issue Price separate to the Issue Value. If the Corporate Currency Rate is greater than zero, then multiply the Issue Price by the Corporate Currency Rate.
Number of Overdue Issues

If an Issue or Return is overdue then count the record.

Snapshot inventory bridge

Tables included

Item (Material) History

Data source objective

This data source is specifically written for the purpose of reporting on Inventory Value Changes (Inventory Movement) by Category from the last month to current month. You can use this data to pinpoint the reason for the Inventory Movement by the following categories:

New Items Added
Optimisation Value
Price Change
Excess Stock Reductions
Other

Calculations in data source

Starting Surplus Value

Calculation of the value of surplus one year before the latest PU (Update Date), in the corporate currency at that time. If the Corporate Currency rate was greater than zero then multiply the Surplus Value by the respective Corporate Currency Rate.
Starting Average Price

Calculation of the average price of the item one year before the latest PU (Update Date), in the corporate currency at that time. If the Corporate Currency rate was greater than zero then multiply the Average Price by the respective Corporate Currency Rate.
Starting Stock Value

Calculation of the Current Stock Value one year before the latest PU (Update Date), in the corporate currency at that time. If the Corporate Currency rate was greater than zero then multiply the Current Stock Value by the respective Corporate Currency Rate.
Starting Derived Stock Value

Derivation of the value of stock one year before the latest PU (Update Date) by multiplying current stock on hand from one year ago by the average price (SOH * AvgPrce) available one year ago, expressed in the Corporate Currency at that time. If the Corporate Currency rate is greater than zero then multiply the Starting Derived Stock Value by the respective Corporate Currency Rate.
Ending Surplus Value

Calculation of the value of surplus one day before the latest PU (Update Date), in the corporate currency. If the Corporate Currency rate is greater than zero then multiply the Surplus Value by the Corporate Currency Rate.
Ending Average Price

Calculation of the average price of the item one day before the latest PU (Update Date), in the corporate currency. If the Corporate Currency rate is greater than zero then multiply the Average Price by the Corporate Currency Rate.
Ending Stock Value

Calculation of the Current Stock Value one day before the latest PU (Update Date), in the corporate currency. If the Corporate Currency rate is greater than zero then multiply the Current Stock Value by the Corporate Currency Rate.
Ending Derived Stock Value

Derivation of the value of stock one day before the latest PU (Update Date) by multiplying current stock on hand from that day by the average price (SOH * AvgPrce) available that same day, expressed in the Corporate Currency. If the applicable Corporate Currency rate is greater than zero then multiply the Derived Stock Value by the Corporate Currency Rate.
Bridge Category

Depending on the state of change of several other fields (Item Snapshot Dates, Host Reorder Points, Stock on Hand, Avergage Unit Price, Surplus Values) the designation of Bridge Category is determined. Possible Bridge Category values are ‘New Items Added‘, ‘Optimisation Value‘, ‘Price Change‘, ‘Excess Stock Reductions‘, ‘Below Min Variance‘ and ‘Other‘.

Snapshot inventory history

Tables included

Item (Material) details for current month
Item (Material) History

Data source objective

You could use this data source to:

Report on historical Inventory Values over time
Report on Surplus Values over time
Analyze stock increases and decreases from a given point in time
Monitor changes in Criticality from one month to another

Calculations in data source

IsCurrentMonth

This is a flag that can be used as a filter to only display inventory records that have been created within the same month as the latest PU (Update Date). 1 = Record is from the same month as the latest PU, 0 = Record is NOT from the same month as the latest PU, Include both (ie. no filter) = All Inventory Records.
IsLastMonth

This is a flag that can be used as a filter to only display inventory records that have been created within the month before the latest PU (Update Date). 1 = Record is from the month before the latest PU, 0 = Record is NOT from the month before the latest PU, Include both (ie. no filter) = All Inventory Records.
Is1YearAgo

This is a flag that can be used as a filter to only display inventory records that were created one year before the latest PU (Update Date). 1 = Record is from the year before the latest PU, 0 = Record is NOT from the year before the latest PU, Include both (ie. no filter) = All Inventory Records.
IsLast12Months

This is a flag that can be used as a filter to only display inventory records that have been created within the last 12 months before the latest PU (Update Date). 1 = Record was created within the last 12 months before the latest PU, 0 = Record was NOT created within the last 12 months before the latest PU, Include both (ie. no filter) = All Inventory Records.
IsLast24Months

This is a flag that can be used as a filter to only display inventory records that have been created within the last 24 months before the latest PU (Update Date). 1 = Record was created within the last 24 months before the latest PU, 0 = Record was NOT created within the last 24 months before the latest PU, Include both (ie. no filter) = All Inventory Records.
IsLast36Months

This is a flag that can be used as a filter to only display inventory records that have been created within the last 36 months before the latest PU (Update Date). 1 = Record was created within the last 36 months before the latest PU, 0 = Record was NOT created within the last 36 months before the latest PU, Include both (ie. no filter) = All Inventory Records.
IsLast48Months

This is a flag that can be used as a filter to only display inventory records that have been createdwithin the last 48 months before the latest PU (Update Date).1 = Record was created within the last 48 months before the latest PU, 0 = Record was NOT created within the last 48 months before the latest PU, Include both (ie. no filter) = All Inventory Records.
IsLast60Months

This is a flag that can be used as a filter to only display inventory records that have been created within the last 60 months before the latest PU (Update Date). 1 = Record was created within the last 60 months before the latest PU, 0 = Record was NOT created within the last 60 months before the latest PU, Include both (ie. no filter) = All Inventory Records.
IsCurrentCalendarYear

This is a flag that can be used as a filter to only display inventory records that have been created within the same calendar year as the latest PU (Update Date). 1 = Record was created within the same year as the latest PU, 0 = Record was NOT created within the same year as the latest PU, Include both (ie. no filter) = All Inventory Records.
IsCurrentFinancialYear

This is a flag that can be used as a filter to only display inventory records that have been created within the same financial year as the latest PU (Update Date). 1 = Record was created within the same financial year as the latest PU, 0 = Record was NOT created within the same financial year as the latest PU, Include both (ie. no filter) = All Inventory Records.
Stated Corporate Currency Stock Value

Calculates the Stated Current Stock Value in Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Current Stock Value by the Corporate Currency Rate.
System Corporate Available Stock Value

Calculates the Available Stock Value by multiplying available stock by the average unit price, and represents it in Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Current Stock Value by the Corporate Currency Rate.
System Corporate Surplus Value

Calculates the Surplus Stock Value in Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Surplus Stock Value by the Corporate Currency Rate.
Max Holding Value

The value of the maximum holding level of stock, expressed in the Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Surplus Stock Value by the Corporate Currency Rate.
Minimum Holding Value

The value of the minimum holding level of stock (ROP), expressed in the Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Surplus Stock Value by the Corporate Currency Rate.

Aged Date Determination of which record to utilize in establishing the age of the stock. Possible date values include Last Issue Date, Last Receipt Date or Creation Date of the record itself. Previous Listed Unit Price The value of the listed price of the item before its current Listed Price/during the previous month. Last Month Current Max The maximum stock level of the item during the previous month. Is Earliest Month In Year This is a flag that can be used as a filter to only display inventory records that apply to either of the following rules:

The latest PU was in January and the earliest available month is from the previous year or
The latest PU was not in January and the earliest available month from the current year 1 = Record adheres to one of the aforementioned rules, 0 = Record adheres to neither rule.

Snapshot issue history

Tables included

Issues History (includes both Issues and Returns)
Item (Material) details for current month

Data source objective

You can use this data source to:

Compare Issues to Returns over time
Analyze Returns in depth and segment by Site (Plant), Control Segment and more
Review Work Orders that relate to Issues and/or Returns
Review Items (Materials) that relate to Issues and/or Returns

Calculations in data source

Issue Value

(Issue Size x Issue Price) as an absolute calculation, to report both Returns (where Issue Size is < zero) and Issues as a positive figure in Reports eg. Executive Dashboard. If the Corporate Currency Rate greater than zero, then multiply the absolute calculation above by the Corporate Currency Rate.
IssueValueNet

Calculation of issue values (Issue Size x Issue Price) with Returns having a negative issue value. If the Corporate Currency Rate greater than zero, then multiply the calculation above by the Corporate Currency Rate.
IsIssueThisYear

This is a flag that can be used as a filter to only display Issues/Returns that have been created from 1 year ago from the latest PU (Update Date). 1 = Issued/Returned This Year, 0 = Not Issued/Returned This Year, Include both (ie. no filter) = All Issues/Returns.
IsIssueLastYear

This is a flag that can be used as a filter to only display Issues/Returns that have been created between 1 - 2 years ago from the latest PU (Update Date). 1 = Issued/Returned Last Year, 0 = Not Issued/Returned Last Year, Include both (ie. no filter) = All Issues/Returns.
IsIssueOverdue

This is a flag that can be used as a filter to only display Issues/Returns where the Due Date is less than the Issue Date. 1 = Issue is Overdue, 0 = Issue is NOT Overdue, Include both (ie. no filter) = All Issues/Returns.
IsWOThisYear

This is a flag that can be used as a filter to only display records where the Work Order is within 1 year from the latest PU (Update Date) 1 = Work Order is in the Last Year, 0 = Work Order is NOT in the Last Year, Include both (ie. no filter) = All Records
IsIssueDueDateThisYear

This is a flag that can be used as a filter to only display records where Issues/Returns became due within 1 year from the latest PU (Update Date) 1 = Issue/Return became due in the Last Year, 0 = Issue/Return did NOT become due in the Last Year, Include both (ie. no filter) = All Records.
IssueType

Determines if the record is an Issue or a Return. If the Issue Size is less than zero then this signifies a Return, all other records are Issues.
DaysOverdue

Calculates the number of days where the Issue Date is past the Due Date.
StockoutCost

Calculates the Current Stockout Cost in Corporate Currency. If the Corporate Currency Rate greater than zero, then multiply the Current Stockout Cost by the Corporate Currency Rate.
IssuePriceCorporate

Calculates the Issue Price in Corporate Currency, in the case where a user may want to see the Corporate Issue Price separate to the Issue Value. If the Corporate Currency Rate greater than zero, then multiply the Issue Price by the Corporate Currency Rate.
NumberOverdueIssues

If an Issue/Return is overdue then count the record.

Snapshot item equipment details

Tables included

Item (Material) details for current month
Current Equipment details
Issues History
Bill of Material Details

Data source objective

You can use this data source to:

List the Equipment that relates to an Item (Material) either via Bill of Materials (BOMs) or Issues
List the equipment and filter where Item is issued to Equipment
Review items where all Equipment is Inactive

Calculations in data source

Corporate Currency Stock Value

Calculation of the current stock value represented in the Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Surplus Stock Value by the Corporate Currency Rate.
Is Issued To Equipment

This is a boolean value that can be used as a filter to only display inventory items that have been issued to pieces of equipment. True = Item has been issued to equipment, False = Item has not yet been issued to equipment.
Filter Non Active Stock Codes (Tableau calculation)

This is a boolean value that is used to display inventory items where the equipment is not active ie. where the active flag is N. 1 = Item has active Equipment, 0 = Item does not have active Equipment.
Filter where BOM doesn't exist (Tableau calculation)

This is a boolean value that is used to display inventory items that do not exist on a Bill of Materials (BOM) ie. where the BOM No. is null for an inventory item True = Item does not exist on a BOM, False = Item exists on a BOM.
Last Issue or Receipt Date (Tableau calculation)

Calculates the latest (max) date where the inventory item was issued or receipted. If the Issue Date does not exist, then use the Receipt Date. If the Receipt Date does not exist, then use the Issue Date. If both Issue and Receipt Date exist, use the maximum of the two dates.
Show Items where not Issued for 2 Years? (Tableau calculation)

This is a boolean value that can be used as a filter to only display inventory items that have not been issued/receipted for over 2 years. Yes = Item not issued/receipted for over 2 years, No = Item has been issued/receipted in the last 2 years, All = Show All items regardless of when last issued/receipted.
Show where Active Flag is only N? (Tableau calculation)

This is a boolean value that can be used to display inventory items where all the equipment for that inventory item is not active, ie. active flag is N 1=All equipment is not active for an inventory item, 0 = All equipment is active for an inventory item,All = display all items regardless of whether equipment is active or non-active.
SOH Value per Stock Code? (Tableau calculation)

Calculates the inventory value per inventory item to remove duplicates that may exist in the data records.

Snapshot receipt history

Tables included

Receipts
Item (Material) details for current month
Supplier

Data source objective

You can use this data source to:

Report on Receipts Values over time
Analyze Supplier Lead Times
Review Purchase Order information relating to Quantities ordered and received

Calculations in data source

Corporate Receipt Value

Calculation of the value of receipts, represented in the Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Surplus Stock Value by the Corporate Currency Rate.
Corporate Current Price

Calculation of the current item price, represented in the Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Surplus Stock Value by the Corporate Currency Rate.
Is Receipt in Last Year

This is a flag that can be used as a filter to only display inventory records that have been created within the year before the latest PU (Update Date). 1 = Record was from within the year before the latest PU, 0 = Record is NOT from within the year before the latest PU, Include both (ie. no filter) = All Inventory Records.

Snapshot review history

Tables included

Export History
Item (Material) History

Data source objective

You can use this data source to:

View items that have been Reviewed and Exported over time
Monitor the user acceptance of system recommendations using Optimal Optimal Best (OOB) status
View details of Exports including Export Type and by User.

Calculations in data source

Last Export Reorder Point

The Reorder Point of the item during the second most recent PU.
Last Export Reorder Quantity

The Reorder Quantity of the item during the second most recent PU.
Last Recorded Reorder Point

The Reorder Point of the item during the most recent PU.
Last Recorded Reorder Quantity

The Reorder Quantity of the item during the most recent PU.
Is Exported This Year

This is a flag that can be used as a filter to only display items that have been exported within the year of the latest PU. 1 = Item was exported within the year of the latest PU, 0 = Item was NOT exported within the year of the latest PU, Include both (ie. no filter) = All Records
Is Exported This Month

This is a flag that can be used as a filter to only display items that have been exported the same month as the latest PU (Update Date). 1 = Record was exported the same month as the latest PU, 0 = Record was NOT exported the same month as the latest PU, Include both (ie. no filter) = All Records.
Is Exported Last Year

This is a flag that can be used as a filter to only display items that have been exported the year before the latest PU (Update Date). 1 = Record was exported the year before the latest PU, 0 = Record was NOT exported the year before the latest PU, Include both (ie. no filter) = All Records.
Is Reviewed This Year

This is a flag that can be used as a filter to only display items that have been reviewed within the year of the latest PU (Update Date). 1 = Item was reviewed within the year of the latest PU, 0 = Item was NOT reviewed within the year of the latest PU, Include both (ie. no filter) = All Review Records.
Is Reviewed This Month

This is a flag that can be used as a filter to only display items that have been reviewed within the month of the latest PU (Update Date). 1 = Item was reviewed within the month of the latest PU, 0 = Item was NOT reviewed within the month of the latest PU, Include both (ie. no filter) = All Review Records.
Is Current Month

This is a flag that can be used as a filter to only display items that have been reviewed within themonth of the latest PU (Update Date). 1 = Item was reviewed within the month of the latest PU, 0 = Item was NOT reviewed within the month of the latest PU, Include both (ie. no filter) = All Review Records.
Is Current Month, Last Year

This is a flag that can be used as a filter to only display snapshots from the same month, but the previous year, of the latest PU (Update Date). 1 = snapshot is from the same month but previous year of the latest PU, 0 = snapshot is NOT from the same month but previous year of the latest PU, Include both (ie. no filter) = All Records.
Is Current Year

This is a flag that can be used as a filter to only display snapshots from less than a year before the latest PU (Update Date). 1 = snapshot is from less than a year before the latest PU, 0 = snapshot is NOT from less than a year before the latest PU, Include both (ie. no filter) = All Records.
OOB (Optimal Optimal Best)

Field value is based on calculations used for determining Reorder Point , Reorder Quantity and Forecasts. Possible values are “OOB” and “Not OOB”.
Corporate Currency Stock Value

Calculates the Current Stock Value in Corporate Currency. If the Corporate Currency Rate is greater than zero, then multiply the Current Stock Value by the Corporate Currency Rate.

Snapshot turnover

Tables included

Issues History
Item (Material) History

Data source objective

This data source is specifically written for the purpose of reporting on Turnover. You could use this data source to:

View Turnover as a trend over time
View Turnover by Site (Plant)
Exclude Special items from the Turnover calculation

Calculations in data source

Stock Value Including Special

Calculation of total stock values month-over-month (current values during each snapshot) over the past year.
Stock Value Excluding Special

Calculation of total stock values month-over-month (current values during each snapshot) over the past year excluding inventory with a Control Segment value of “Special”.
Issue Value Excluding Intended Non-Stock, Including Special

Calculation of total issues sizes multiplied by their respective issue prices, given the precondition that items issued have neither a Reorder Point of ‘0’ nor a Reorder Quantity of ‘0’.
Issue Value Excluding Intended Non-Stock, Excluding Special

Calculation of total issues sizes multiplied by their respective issue prices, given the precondition that items issued have neither a Reorder Point of ‘0’ , a Reorder Quantity of ‘0’ nor are they flagged as “Special”.
Max Stock On Hand

The maximum level of Stock On Hand over the past 12 months.
Max Reorder Point

The highest reorder point over the past 12 months.
Max Reorder Quantity

The largest reorder quantity over the past 12 months.
Special

This is a flag that can be used as a filter to only display items that have Benchmark Control Segment value of ‘SPECIAL’. 1 = Item has a Benchmark Control Segment Value of ‘SPECIAL’, 0 = Item does NOT have a Benchmark Control Segment Value of ‘SPECIAL’, Include both (no filter) = All Records

Snapshot work order history

Tables included

Work Order (Events) History
Issues History
Item (Material) History
Group Class Reference/Description

Data source objective

You can use this data source to:

Analyse Reviews that relate to Work Orders
Review Work Orders in detail
Analyse Work Order Returns by Work Order Date, Employee who performed the Return, Commodity, and Item (Material)- Review the associated Items (Materials) with a Work Order

Calculations in data source

Issue Value

Calculation of the absolute value by multiplying the issue size by the issue price, irrespective of whether or not it was an issue or a return.
Issue Type

Designation of the type of issue, whether it is an ‘issue’ or a ‘return’. If the issue size is greater than ‘0’, then it is in fact an ‘Issue’. Otherwise, it is a ‘Return’.
Issue Price

Calculation of the issue price in the corporate currency. If the Corporate Currency Rate is greater than zero, then multiply the Issue Price by the Corporate Currency Rate.
Is Work Order From Last 2 Years

This is a flag that can be used as a filter to only display work orders that were created within the two years (24 months) before the latest PU (Update Date). 1 = Record was from within 2 years before the latest PU, 0 = Record is NOT from within 2 years before the latest PU, Include both (no filter) = All Inventory Records.