This SSRS report can be used to see warranty part yields and trends. The report has two modes - Warranty Parts (ID90) and Yield Trends (ID405).
**Please note:
1. This SSRS Report only pulls data from the last 18 complete months (or less if you've been on eAuto less than 18-months). It will NOT consider more than 18 months of data and will not show data for the current month.
2. If exporting report, we recommend exporting as excel and format to print 8.5 x 11
Warranty Parts (ID90) Mode Overview:
This mode is much like your ID90 alert that emails for part warranty returns. This is best used by your Parts Warehouse Staff to find activity when making sure nothing has fallen through the cracks.
Filters:
Model/Item - both are optional, not required filters. You can enter any "contains" text (doesn't need to be begins with or end with)
Tech Name - optional, not required filter. You can enter any "contains" text. (Sorry, no drop-down available at this time. Feel free to give us input at help@ceojuice.com with suggestions - should we include only active techs, display by tech #, tech name?)
Rank - this filter does NOT apply to Warranty Parts Mode
Mfg Yield - set equal-to-or-greater-than Copy Yield required to be considered (remember for Copy Yield the value must be> 0 (use alert ID189 to ensure you have yields set). To ensure all items have been reviewed, we suggest adding a 2 as the yield value for items that do not have any warranty. There is a set of conditions where e-automate will default to a 1, so we suggest you avoid using a 1.
Is Returnable - if set to Yes then will also show parts consumed where Item Records has the Returnable checkbox checked
Branch - Filter by branch(s)
Target Percent Yield - will report on any Actual Yield less than this filter setting (shows what parts failed to make this much yield), so, for instance, the default value of 90 will only show parts which failed to make 90% of yield
From / Thru Date - based on the current service call date
Sample:
Sorts by Model showing details of Current Service Call, Qty, Yield % met, Actual vs. Mfg yield
(Actual and Mfg Yield just like ID90 output; Mfg Yield is the Copy Yield set on Item Record and Actual is based on the meter from Current Service Call compared to Previous Service Call)
as well as Customer, Tech, Serial #, Previous Call Number, and Trigger Action
Yield Trends (ID405) Mode Overview:
This mode intended for Manager Level Review and could be useful when reviewing manufacturer level performance.
Filters:
Model/Item - both are optional, not required filters. You can enter any "contains" text (doesn't need to be begins with or end with)
Tech Name - optional, not required filter. You can enter any "contains" text. (Sorry, no drop-down available at this time. Feel free to give us input at help@ceojuice.com with suggestions - should we include only active techs, display by tech #, tech name?)
Rank - show Top offenders, limits quantity reporting on to number entered
Mfg Yield - set greater than Copy Yield required to be considered (remember for Copy Yield the value must be> 0 (use alert ID189 to ensure you have yields set). To ensure all items have been reviewed, we suggest adding a 2 as the yield value for items that do not have any warranty. There is a set of conditions where e-automate will default to a 1, so we suggest you avoid using a 1.
Is Returnable - if set to Yes then will only show Item Records with Returnable checkbox checked
Branch - Filter by branch(s)
Target Percent Yield - this filter has NO effect when running in Yield Trends Mode
From / Thru Date - these filters have NO effect when running in Yield Trends Mode
Sample:
Shows Rank# (1), Shrinkage by Rolling Quarter (2) (if blank, then you weren't on EA for that quarter(s)), Avg Yield by Rolling Quarter (3), with Total Averages for all 6 Rolling Quarters (4) (18 Months) at the bottom and drill down option. (Clicking on the average yield number will take you to the subreport showing the item details.)
Shrinkage Definition: the dollar loss because the yield was not met, based on average cost. Formula= ((AvgCost * ActualYield) / MfgYield) - AvgCost. So, for instance, a part with AvgCost of $100 and which met 75,000 of it's 100,000 yield would be (($100 * 75,000)/100,000) - $100 = -$25 of shrinkage. You should've gotten $100 of value from that part but only got $75. Conversely, if the part made it to 125,000 clicks shrinkage would be $25, a positive value - you got more value from that part than you expected.
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