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Understanding the Available to Promise (ATP) Dashboard

Producer guide to building and saving reports on the Available to Promise (ATP) dashboard in Encompass, with filters, view types and shortage options explained. Requires v23.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.05

Steps

Creating an ATP Report
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​1. Navigate to the Available to Promise (ATP) dashboard using Universal Search
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2. Select the filter and view options listed above
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3. Click the Create Report button
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Saving an ATP Report
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​1. After creating the report, click the Save Report button
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2. Complete the information in the save report dialog box
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  • Report Name - give your report a meaningful name
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  • Category - create a category to keep your report organized in your saved reports
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  • Report Owner - this will usually be you, but you can make someone else the owner of a report. Only the owner of the reports can save a report.
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  • Role View Permissions - Share your report with other is the same or even different roles
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  • Format - most common are HTML (Browser) and Excel.
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Fields And Definitions

Filters and Display Options
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  • Location: Filters inventory, production orders, and invoices for the selected location
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  • Tax Entities: Filters on the tax entity associated with the product
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  • Brand: Filters on the brand associated with the product
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  • Package: Filters on the package associated with the product
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  • Product Type: Filters on the product types associated with the product
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  • Product: Filters on specific products
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  • Recipe Version: Filters on the product and source products associated with the recipe version
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  • Production Order: Filters on products belonging to a production stage and production order
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  • Bin Zone: Filters on products that have inventory in the selected bin zones
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  • View Type: Day) A column will be created for each day in mm/dd format from the current date to + 4 months
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    Week) A column will be created for each week in yyyy/ww format from the current week to + 1 year
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    Month) A column will be created for each month in mm/yyyy format from the current month to + 1 year
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  • Group By: This will group the data by Product Type, Brand, Brand Family, Supplier, or Package
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  • Sort By: Sort the data by Product ID, Product Name, or Package
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  • Product Status: Filter the database on the status effective field on the inventory table
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  • Hide Zero Qty: Hides any production order or invoice data with zero quantities
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  • Only Show Shortages: Only show products that have 1 or more periods with negative inventory
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  • Show Forecast: Show forecast data when the view type is week or month

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