Reporting
Materials Management
More Materials Mgmt
Portfolio Builder and Assets
Dashboard
100
Report folders have been changed to this.
What is groups?
100
Technicians and other Users may add stocked parts and materials to a work order, which deducts the items from here.
What is Stock Location?
100
Transactions (excluding transfers) may be performed on this number of Stock Locations at a time.
What is one?
100
This is a new administrative tool for managing primary portfolios and work zones through a visual “tree” representation
What is “portfolio builder”?
100
These are the two new features on the Dashboard.
What are “Work Order Metric” and “Financial Metric”?
200
When an instance is upgraded to 9.2, all shared reports go into this group
What is “Uncategorized”?
200
Technicians and other Users may add stocked parts & materials to a work order also results in this on the Work Order
What is added costs?
200
In the Mobile Application, users with the appropriate privileges can perform these Materials Management actions.
What are “Search Inventory”, “Receive Product”, “Transfer In”, “Transfer Out”, and “Dismiss”?
200
The portfolio builder is a menu option under this section (for users with the appropriate privileges.
What is the “Asset” menu?
200
The “Financial Metric” dashboard component is dependent on the User having this privilege.
What is the “RO: Financial – Review”?
300
Name the five types of Report privileges.
What are “Reports-Basic”, “Reports-Create”, “Reports-Create Shared”, “Reports-Manager” and “Reports-Subscriptions”.
300
These are the two levels of user access to a Stock Location.
What are “Full” and “Read-only”?
300
This feature, in Back Office and the Mobile App, displays products contained within the Stock Locations, to which the User has access.
What is “Inventory Search”?
300
This asset feature, designed to support quick deployments, is new to Assets in 9.2.
What is “Change Model”?
300
Saved List Views drive the data shown here.
What are the new Dashboard Metric Components?
400
The new term for parameters.
What is report filters?
400
This Materials Management privilege allows a user to add, edit and delete Stock Locations.
What is “Materials – Manage Stock Locations”?
400
Although this has not been re-implemented, a switch can be used to filter out only those items that are under their re-order point.
What are “replenishment lists”?
400
The asset report wizard has been extended to include this
What is the “asset log”?
400
In the Customer Portal in 9.2, Special Instructions content for KB related instructions (Specialty, Model, Task) was extended to support this number of characters.
What is approximately 4000?
500
Crown.
What is the icon for premium reports?
500
The six transactions that can be performed in the Stock Location details screen with the appropriate privileges.
What are “Use in Service”, “Receive”, “Transfer”, “Return”, “Adjust” and “Remove”?
500
In general, these are the four steps that System Administrators need to do to set up Materials Management.
What are define or set up “role privileges”, “suppliers”, “product catalog” and “stock locations”?
500
The last word on page 81.
What is “Confidential”?
500
The names of two Corrigo people who have gotten engaged in 2017.
What are Janaye and Dmitriy?
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