Ultriva Reports

About Us… Lori McNeely Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Nandu Gopalun Ultriva Project Manager Supporting Ultriva from the beginning

General Webinar FAQ If you have a question please use the question box and we will try to go over them at the end. We will be recording this webinar and will have it available on the help site for viewing in the future. We plan on hosting additional webinars at this time on the 3 rd Thursday of every month. The next webinar will be November 21 th and we will cover some of the Excel Reports We are doing the demos in Ultriva Version 7.5 and higher. 3

Ultriva Reports – General Info Better understanding of some of the most common Ultriva Reports. We will have a few short surveys throughout this webinar and will give you the results 4

Ultriva Reports – Supplier Performance Supplier Performance – Track the On Time performance of the suppliers based on Shipment Accuracy or Receipt Accuracy – You can see if all supplier items are consistent or if there are issues with specific items – Use the Report to help determine Safety Stock 5

Ultriva Reports – Red Item Analysis Red Item Analysis – Buyer generally needs to take action on the RED Items Determine where the problem is - increasing demand or if there are late shipments Late Deliveries will show the late orders, next expected delivery, when you will stock out Increasing Demand will show the increased usage, cards that should be added, and days until stock out 6

Ultriva Reports – Card Aging Card Aging Report – Analyze how long cards have been in a particular status (Generally On Hand - Aged more than N Days) – Helps to locate lost cards and how well FIFO is being managed 7

Reports – Cycle Time Cycle Time Report – Compares actual lead time set in Ultriva with the supplier manufacturing lead time and actual transit time with transit time set in Ultriva – Suggestions will be provided if Lead Time and/or Transit Time needs to be analyzed further – You can drill down to the card level to see if all cards are cycled at the same rate 8

For Additional Information 9 Ultriva Inc S. De Anza Blvd., # 260 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket