Consolidating Data from Multiple Sites
You can consolidate performance data from multiple sites to one central database using Archive File Reload (36.16.5) to load files produced by Performance Data Delete/Archive and Summary Data Delete/Archive.
The data consolidation programs and reports are:
• Summary Data Extract (5.15.19)
• Performance Data Delete/Archive (5.15.23.1)
• Summary Data Delete/Archive (5.15.23.2)
• Supplier Cross-Reference Maint (5.15.23.3)
• Supplier Cross-Reference Report (5.15.23.4)
• PO Supplier Cross-Reference Browse (5.15.23.5)
• DO Supplier Cross-Reference Browse (5.15.23.6)
Supplier Cross-Reference Maintenance
When you consolidate performance data or summary performance data from multiple sites to one local database, performance data labeling variations may occur. Use Supplier Cross-Reference Maint (5.15.23.3) at each reporting site to help you resolve any supplier name inconsistencies.
In this program, you indicate:
• The supplier source and name you gave the supplier, and
• The supplier source and name that is used at the corporate site
When data is archived using these cross-references, the archive data is saved with the correct corporate name, instead of the name used at the reporting site.
Supplier Cross-Reference Maint (5.15.23.3)
Supplier Source
Enter DO or PO to differentiate the type of source supplier being referenced.
PO: Only valid, active suppliers can be specified in the Supplier field.
DO: Only sites previously defined in Site Maintenance can be specified in the Supplier field.
Supplier
Enter the supplier name as recognized at the local site.
To Supplier
Enter the corporate name for the local supplier.
When performance data or performance summary data is archived and Use Cross-Reference is Yes, the local site name is changed to this corporate site name in the archive file only.
Example: Site 2000, 3000, and 4000 all track performance for their suppliers. ABC Inc. is a supplier for all three sites, but each site identifies ABC Inc. with a different supplier code (001, 505, and 100).
These three sites must produce monthly supplier performance data for their corporate headquarters. The corporate headquarters uses the name ABC Inc. to consolidate the monthly data. To resolve the supplier name inconsistencies when consolidating data from these sites, each site uses Supplier Cross-Reference Maintenance to map their supplier names (001, 505, and 100) to the corporate name (ABC Inc.).
When the archive functions are used at site 2000, 3000, and 4000, the performance data is archived using the defined supplier cross-references. The archive files with the corporate supplier name are then sent to the corporate headquarters where they are consolidated into one database using Archive File Reload (36.16.5).
Use Supplier Cross-Reference Report (5.15.23.4) to view the cross-references created in Supplier Cross-Reference Maint.
Cross-Reference Example
Summary Data Extract
Use the Summary Data Extract (5.15.19) to collapse and compress supplier performance data for the purpose of historical reporting. A date range is used for the selection criteria of the extract. The summarized data retains enough information to match the criteria used in the Performance Report Card (5.15.15).
Summary Data Extract (5.15.19)
Summary Data Extract takes the information in your database and, based on the selection criteria, summarizes and saves the data as a separate record in the database. After you run this program multiple times, you can use these individual records for data reports.
Example: If you run this program every month for six months and retain the information in your system, at the end of the six-month period you can run the Summary Data Report (5.15.20) to view the six summary reports you created during the reporting period.
Depending on reporting policies in your environment, you can use the summarized data as the basis for your long-term reports. When combining data from multiple reporting sites, use Supplier Cross‑Reference Maint (5.15.23.3) at each site to solve supplier name inconsistencies between sites.
