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ID73 - HP Amplify Inventory Report Overview & Sample

HP Amplify Inventory Report

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Overview

Overview

For HP's Amplify Program, CEO Juice has created On Demand SSRS Report and email process for you to easily send reporting requirements to HP. Our trio of alerts will email you a report you can then send on to HP (cdm.na.inquiry@hp.com). We do not send this on your behalf to HP.

Our trio of alert ID's: - be sure to subscribe to ALL three:

Our HP Amplify Inventory Report (ID73) is based on Current Inventory.

Our HP Amplify Transactional and Managed Sales Report (ID769) is based on items consumed on both Sales Orders and Service Calls.

Our HP Amplify MIF Report (ID620) is based on Contract Records.

 

Run Schedule: Sunday evenings

Type of Output: Email and On Demand SSRS Report

 

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Sample

Sample

This entire report is based from required HP Template attached below.

Column headers are color coded:

Green = Required by HP

Blue = Business Conditional if required by HP

Gray = Optional

ID73Sample.PNG

Columns Explained

Columns Explained

ID73Header.PNG

Row 1 is your HP Dealer Information in format REQUIRED by HP, so please do not change.

Row 1 / Column A = IH - Information Header

Row 1 / Column B = Your Reported ID per Variable5 on ID73 subscription

Row 1 / Columns C, D, E = Your Main Branch Name, Country, City

Row 1 / Column F = Date of Report (always runs Sunday evenings)

Row 1 / Column G = Is re-submission, Y (Yes) or N (No), defaults to N (No). If you are re-submitting a report, you will need to manually change this to Y and change Column F to Date of Report

ID73_2.PNG

Rows 2+ are all ID - Information Data (Items in Inventory) per eAuto

Column A - ID - Information Data (leave this column as is)

Column B = Item Number

Column C = optional, Product Code 

Column D = optional, UPC Code

Column E = Item Number

Column F = Quantity on Order per eAuto

Column G = Quantity on Hand per eAuto

Column H = Quantity in stock allocated to be returned to supplier / Allocated as defective in eAuto

Column I = Reserved Inventory - Quantity Unavailable / On back order per eAuto

Column J = Quantity available for sale per eAuto

Column K = Quantity in float (In transit between partner warehouses)

Column L = Inventory Unit Value / eAuto's Unit Price

Column M = Inventory Valuation

ID73_3.PNG

Columns N, O, P = Your Main Branch Name, City, Currency

Column Q = Item Description per eAuto

Column R = Ageing Date

Column S = Purchasing Source wholesaler indicator

Column T = Quantity in holdout / Demo

Column U = Backorders

Column V = Sell In Quantity from HP / Receipts for that week direct from HP 

Column W = Sell In Quantity / Receipts for that week 

 

 

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Variables

Variables

All variables are optional, except for Variable5. Variables used to tell our reporting HOW you identify your HP Item Records. These variables are like filters and function as an AND filter. So a given Item Record would need to have all codes you list in each variable.

ID769Variables.PNG

Variable W: Item Categories to Include (separate multiples with comma)

Variable X: Inventory Codes to Include (separate multiple with commas)

Variable Y: Sales Codes to Include (separate multiples with commas)

Variable Z: Service Codes to Include (separate multiples with commas)

Variable 1: Yes or No, Include OEM Compatible Items?

Variable 2: Yes or No, Include only items with HPAmplifyReporting custom property set to Yes?

Variable 3: Makes on Item Records to Include (separate multiples with comma)

Variable 4: Models on Item Records to Include (separate multiples with comma)

Variable 5: HP assigned Partner Reporter ID

All of these variables (except for Variable5, your Reporter ID) are found on Item Record:

ID769ItemRecord.PNG

 

 

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Alert Functionality

Alert Functionality

-This entire report is based from required HP Template attached below.

-Reports on HP items you've identified via your variable settings and is a snapshot of your eAuto Inventory at the time report runs. We are not intending to show items that were in stock but are no longer. We are strictly showing a snapshot of inventory at the time the report is ran. It will not show any past inventory quantities and cannot show a snapshot of inventory in the past, so you will need to run this report weekly to ensure you are capturing that week's inventory.

**Please note: The Sell In Quantity does however show all items received in the last week

Our HP Amplify alerts email you .xls file format. HP requires .csv file, so you will need to save as .csv for submission to HP.

Format is V1_Type_AMPLIFY_ReporterID_DateFROM_DateTO. As of March 2021, you will need to manually change your file name to start with V2 (required by HP). Our next release of these reports will update the naming to V2.

EmailNaming.PNG

-Emailed report shows your variables selections, so be sure these are correct and make any needed changes to your variables on ID73 subscription:

ID73Email.PNG

Be sure to say YES to this warning:

ExcelError.PNG

AND save as CSV (comma delimited) (*.csv):

csv.PNG

 

 

 

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OnDemand Report Filters

OnDemand Report Filters

**When running via SSRS, you need to export it to Excel and save the file. Then open it and save it as csv before submitting it to HP. This ensures the column headers stay as needed.

All filters optional, except for ReporterID. Filters are used to tell SSRS Report HOW you identify your HP Item Records. These filters are an AND filter, so a given Item Record would need to have all codes you list in each variable.

Enter multiple entries in each field with comma(s).

ID73SSRS.PNG

Users will need eAuto permissions to run Inventory Reports.

The above filter settings correspond to these fields on an Item Record:

ID769ItemRecord.PNG

 

 

 

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Related Alerts

Related Alerts

ID620: HP Amplify MIF Report

ID769: HP Amplify Transactional and Managed Sales Report

 

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