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Page Revision: Fri, 30 Jun 2017 13:42
General Description
Default Menu Location Reports >> MBMA >> MBMA Monthly Report
Screen Name MBMAMONTHLY
- NOTE - The MBMA Monthly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
MBMA Monthly Report Overview
THe MBMA Monthly Report produces either a detail or a summary report showing the MBMA order items processed in the specified reporting month. Sales Order line items show in the appropriate reporting sections based on their sales order date and the types of activities during the specified reporting month. The Summary report produces a single page report with the MBMA totals expressed in the format and in a layout similar to the online MBMA submission screen. The Detail report shows the full detail of all the MBMA reporting items that make up the Summary totals.
- All reported values show the item subtotal, excluding any sales tax.
- Domestic Shipments - This section reports items shipped and invoices voided in the current month.
- Export Shipments - This section reports items shipped and invoices voided in the current month where the ShipTo country code is something other than 'USA'.
- Net Orders - This section reports sales order items where the sales order date matches the reporting month. This section will also show voided sales orders when the sales order date is from a prior month (counted as cancellations). If the sales order is voided in the same month that it was added, it will not be reported.
- Backlog - This section reports new, unshipped order items and all open, unshipped items from prior months.
- Square Footage - This section is separated into items where the individual square footage is below 150,000 and where the individual square footage is 150,000 or greater. The sales order items reported in these section will match the items selected for the Net Orders section.
General setup and procedural requirements¶
1. The Project Control system must be used for MBMA reported items, and MBMA reported sales orders must be generated from the Project Control screen.
2. Dollar shipping MBMA reported items is not supported. The Point-of-Sale (POS) system should be used to record any down payments or deposits associated with MBMA items.
3. Weight reporting is captured on a Configurable Item attribute (SOC question) tied to the MBMA reporting item. See details below in the MBMA Item setup section.
4. Square Footage reporting is captured on a Configurable Item attribute (SOC question) tied to the MBMA reporting item. See details below in the MBMA Item setup section.
MBMA Reporting item setup
1. Add the MBMA Reporting Item attribute to the 'ITEMATTRIB' rule with the following values (or verify that the attribute exists).
2. Each item code that will be reported to MBMA (i.e. BUILDING and CHANGEORDER items) must have the MBMA Reporting Item attribute, and a Configurable Item attribute set up with weight and square footage questions. The weight question must be tied to report code 'W' and the square footage question must be tied to report code 'Q'.
MBMA Reporting item setup
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