Note: This feature requires the Tier II Regulatory Reporting module licensed at your site.
Comply Plus includes the standard Tier II reports listed below, which show various data related to the preparation and maintenance of product inventory data reportable under Tier II. This list also includes various "final" Tier II reports whose output can (after review) be submitted directly to the appropriate federal or regional regulatory agency. (For details on preparing necessary data for these reports, see Tier II Regulatory Reporting.) This report list includes the following for each report:
● Title and format (Crystal or Quick View; see Reports for details on these report formats);
● A description of the report's purpose and output;
● The available criteria you can use to focus the report output on specific data (like entering search criteria to focus a search on specific data);
● Any available options that alter the appearance, format, or effect of the report output.
For details on running these reports, see the following:
● Running a Report: Manually run the report on all applicable data. Available for all reports listed below.
● Scheduled Reports: Set the report to run automatically on a regular schedule. Available for some (not all) reports listed below.
In preparation for Tier II reporting, this report helps you identify and correct missing or invalid ingredient data in your products by showing each ingredient that is all three of the following:
● Cited by the US EPA's SARA (Superfund Amendments and Reauthorization Act) Section 302 EHS (Extremely Hazardous Substances) list
● Found in your product database as an ingredient in any of the following:
● An SDS
● A part with a Part-Specific component definition (ingredients not adopted from any other product)
● A lot with a Lot-Specific component definition (ingredients not adopted from any other product)
● Having missing or invalid data in its CAS number or contribution amount
The report output includes five "No" columns (example: No Unit of Measure), each of which indicates a certain type of missing or invalid ingredient data. (For details on each, see the appropriate five criteria below.) An ingredient shows True in each column corresponding to its missing or invalid data. Any ingredient that would show False in all five columns has complete and valid data, and is omitted from this report.
In the report output, click any product's unique key (SDS file name, part number, or lot number) to open that product in a new window.
Note: It is recommended that you run this report regularly to promptly identify and correct any ingredient data gaps or errors that arise as your product database is updated. For details on setting reports to run automatically on a regular schedule, see Scheduled Reports.
Available Criteria:
● Sites: Include ingredients from products at these sites only.
● No Percent High: Include only ingredients with (True) or without (False) missing values in their contribution amounts.
● No Operator: Include only ingredients with (True) or without (False) missing operators in their contribution amounts.
● No Unit of Measure: Include only ingredients with (True) or without (False) missing units of measure in their contribution amounts.
● No Percentage: Include only ingredients with (True) or without (False) invalid units of measure in their contribution amounts.
● No CAS: Include only ingredients with (True) or without (False) missing CAS numbers.
● Unique Key: Include only ingredients from SDSs with file names, parts with part numbers, and lots with lot numbers obeying this criterion.
● Product Name: Include only ingredients from products with names matching or containing this criterion.
● Inactive: Include only ingredients from active products (No) or inactive/archived products (Yes).
● CAS: Include only ingredients with CAS numbers matching this criterion.
● Ingredient: Include only ingredients with names matching or containing this criterion.
● Contribution: Include only ingredients with contribution amounts matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows each Tier II exemption currently assigned to at least one product or location. In the report output, each exemption lists one or more of the following, as appropriate:
● SDS Exemptions: Exemption applies to these SDSs at all locations.
● SDS/Location Exemptions: Exemption applies to these SDSs at the listed locations only.
● Part Exemptions: Exemption applies to these parts at all locations.
● Part/Location Exemptions: Exemption applies to these parts at the listed locations only.
● Location Exemptions: Exemption applies to all products at these locations.
For details on assigning Tier II exemptions to locations or products, see Assigning Tier II Exemptions to Locations or Assigning Tier II Exemptions to Products.
Note: This report does not show exemption assignments to individual product ingredients, as assigned on the Tier II interface's Ingredients and EHS tab (for details, see Assigning Tier II Exemptions to Product Ingredients).
Available Criteria:
● Product Name: Include only exemption assignments to products with names matching or containing this criterion.
● Ingredient: Include only exemption assignments to products containing ingredients with names matching or containing this criterion.
● CAS: Include only exemption assignments to products containing ingredients with CAS numbers matching or containing this criterion.
● Product Exemptions: Include only these exemptions.
● Location: Include only exemption assignments to this location (or to sub-locations within this location) and to products at this location (or at sub-locations within this location).
Available Options:
● None
This report shows all Tier II exemptions available at your site. The output includes each exemption's scope (whether it was defined at Corporate or at your local site), name, and (optionally) notes.
Available Criteria:
● None
Available Options:
● Show Notes: Show the notes entered for each exemption.
The output of this report is the official federal Tier II report form. This form is generated with two sections:
● First page shows facility information, including the facility's identification and contacts. To have the report output fill in this information automatically, the facility must be defined as a reporting facility of one of the following Sphera-supplied facility types, as appropriate to your submission method:
● Federal Rules - Paper Submittal
● Federal Rules - Tier2 Submit
For details on defining reporting facilities, see Reporting Facilities.
● Remaining pages show inventory information, including each reportable product's identification, hazards, inventory amounts, and storage locations and conditions. These reportable products are automatically identified as meeting both of the following conditions:
● Contains chemical substances cited by the US EPA's SARA Section 302 EHS list;
● During the reporting year, is or has been on-site in non-exempt quantities large enough to breach thresholds and require reporting.
For details on the annual process for preparing and recording the supporting data necessary to identify these products and display complete information for each, see Annual Tier II Reporting Procedure.
You might run this report to identify reportable products with incomplete report data (such as missing GHS hazards or storage conditions) or to generate final forms to be submitted to a facility's reporting authority. If a facility submits Tier II reports as paper, always check the report output for accuracy and completeness before printing and submitting it. If a facility submits electronically using the Tier2 Submit software, see the report option below for details on generating the necessary files for electronic submission. (For details on Tier2 Submit, see http://www2.epa.gov/epcra/tier2-submit-software.)
Note: If you are certain all necessary data is recorded and the report output shows no products in breach of threshold, this may be an indicator that no submission of Tier II reports is necessary.
Available Criteria:
● Reporting Year (4-Digit): Show inventory totals from the year entered here. (Required.)
● Reporting Facility: Include maximum/average totals from the locations within this facility only.
Available Options:
● Percentage for Ingredients w/ Missing Contribution: If a product ingredient is reportable but has no recorded contribution amount in its product, use this percentage.
● Percentage of Thresholds: Show inventory totals in breach of this percentage of the official thresholds. When the reporting year is over, you will likely use the default full percentage (100); when partially through the year, you might enter the comparable percentage. Example: When one quarter through the reporting year, you might enter 25 (one quarter of the full percentage) to see if current inventory accumulation rates are likely to breach thresholds by year's end.
● Exclude Product Location Assignments: Cleared (default): Show all of each product's assigned locations and its storage conditions at each location. Selected: Only show each assigned location that has a recorded on-hand balance of the product during the reporting year; also show the product's storage conditions at each location meeting this criterion.
● Include Tier2 Submit Data with Results: With the Crystal report output, also generate a ZIP file containing the data files necessary for electronic submission using Tier2 Submit. You will download this file and import it into Tier2 Submit.
Note: The page providing this download opens as a new window. To have this window open successfully, you might need set Internet Explorer to allow pop-ups from your Comply Plus site (at least temporarily).
This report is nearly identical to the "Federal Tier II" report (see previous), but aggregates and displays inventory totals by chemical substance, not by product. Substances can be exempted from this report in two ways:
● Exempting a chemical ingredient in an individual product (see Assigning Tier II Exemptions to Product Ingredients);
● Exempting a chemical substance in all products (see Administration: Chemical Lists).
To change the name of a chemical substance appearing on this report output, change the name of its corresponding chemical record (see Editing a Chemical's Details).
See below for this report's criteria and options. For all other details, see the "Federal Tier II" report above.
Available Criteria:
● Reporting Year (4-Digit): Show inventory totals from the year entered here. (Required.)
● Reporting Facility: Include maximum/average totals from the locations within this facility only.
● Exclude Product Location Assignments: Cleared (default): Show all of each chemical's product's assigned locations and its storage conditions at each location. Selected: Only show each assigned location that has a recorded on-hand balance of the chemical's product during the reporting year; also show the product's storage conditions at each location meeting this criterion.
Available Options:
● Percentage for Ingredients w/ Missing Contribution: If a product ingredient is reportable but has no recorded contribution amount in its product, use this percentage.
● Percentage of Thresholds: Show inventory totals in breach of this percentage of the official thresholds. When the reporting year is over, you will likely use the default full percentage (100); when partially through the year, you might enter the comparable percentage. Example: When one quarter through the reporting year, you might enter 25 (one quarter of the full percentage) to see if current inventory accumulation rates are likely to breach thresholds by year's end.
● Include Tier2 Submit Data with Results: With the Crystal report output, also generate a ZIP file containing the data files necessary for electronic submission using Tier2 Submit. You will download this file and import it into Tier2 Submit. (For details on Tier2 Submit, see http://www2.epa.gov/epcra/tier2-submit-software.)
Note: The page providing this download opens as a new window. To have this window open successfully, you might need set Internet Explorer to allow pop-ups from your Comply Plus site (at least temporarily).
This report shows SDSs' and parts' assigned locations where the product has no recorded storage conditions. Products with site-wide storage conditions are omitted from the report output because site-wide storage conditions can apply to all assigned locations.
For details on recording site-wide and/or location-specific storage conditions for a product, see Assigning Storage Conditions to a Product.
Available Criteria:
● Sites: Include product location assignments at these sites only.
● Product Type: Include products of this type (SDS or part) only.
● Product ID: Include only SDSs with file names and parts with part numbers obeying this criterion.
● Product Description: Include only products with names matching or containing this criterion.
● Product Active: Include only active (Yes) or inactive/archived (No) products.
● Locations: Include only these locations.
● Location Active: Include only active (Yes) or inactive (No) locations.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
For Oregon facilities with threshold-breaching quantities of hazardous substances, this report provides details fulfilling the reporting requirements of the OSFM (Office of State Fire Marshal) Hazardous Substance Information Survey for Oregon. To have the report output show complete details for each reported chemical, use the following Oregon state forms available in the Tier II interface (see Completing Tier II State Forms for a Product):
● Product Info: Use this form to enter the UN #, EPA pesticide #, product class, cryogenic status, and DOT hazard class(es) of each reported chemical. To group multiple chemicals under one entry on the OSFM report, select an Oregon product category for those chemicals. Oregon product categories are created and maintained using the Categories state form (see below).
● Transactions: Use this form to enter the usual Tier II Maximum and Average transactions, as well as the following quantities required by this report:
● Amount In: The total amount of a product transported into a location/facility during a specific time period.
● Amount Out: The total amount transported out of a location/facility during a specific time period.
Once entered, these quantities become Summary transactions of the Sphera-supplied “Amt In” and “Amt Out” transaction types.
● Location Info: Use this form to enter the details for the location(s) where each reported chemical is used/stored (building, floor, room, etc.).
● Categories: Use this form to create and maintain the list of Oregon product categories available on the Product Info state form (see above).
Note: This report provides a Run Errors Report option, which shows any relevant transactions that could not be converted into the required unit of measure. It is recommended that you always run the report with this option to identify and address any errors before generating the final version of the report.
Available Criteria:
● Reporting Period: Show inventory information during the period between these two dates. (This period is prescribed for facility by the Oregon Fire Marshal.)
● Reporting Facility: Show inventory information from the locations within this reporting facility only.
Available Options:
● Run Errors Report: Instead of the full details related to the information survey, show only transactions whose quantities cannot be converted into the required unit of measure.
● Liquids Threshold (Gallons): Use the default threshold for liquids or enter a custom threshold (in gallons).
● Solids Threshold (Pounds): Use the default threshold for solids or enter a custom threshold (in pounds).
● Gases Threshold (Cubic Feet): Use the default threshold for gases or enter a custom threshold (in cubic feet).
● Poisons/Explosives Liquids Threshold (Gallons): Use the default threshold for liquid poisons/explosives or enter a custom threshold (in gallons).
● Poisons/Explosives Solids Threshold (Pounds): Use the default threshold for solid poisons/explosives or enter a custom threshold (in pounds).
● Poisons/Explosives Gases Threshold (Cubic Feet): Use the default threshold for gaseous poisons/explosives or enter a custom threshold (in cubic feet).
● Percentage of Thresholds: Show inventory quantities in breach of this percentage of the six thresholds above. When the reporting year is over, you will likely use the default full percentage (100); when partially through the year, you might enter the comparable percentage. Example: When one quarter through the reporting year, you might enter 25 (one quarter of the full percentage) to see if current inventory accumulation rates are likely to breach thresholds by year's end.
● Store History: Add this run of the report to the "Reporting History" report (see below).
Note: In the 2017 reporting year for Tier II, GHS hazards replaced SARA hazards on Tier II reports. See Assigning GHS Hazards to a Product.
This report shows parts with assigned SARA hazards. These hazard classifications are assigned on either:
● The part's Hazard Classifications page (see Editing Part Hazard Classifications); or
● The Tier II interface's SARA Hazards tab (see Assigning SARA Hazards to a Product).
Parts with no assigned SARA hazards are omitted from the report output. The report also includes the date when each part's components (see Part Components) were last modified (Part Defined On) and the names, CAS numbers, and contributions of its ingredients. In the report output, click any part number to open that part in a new window.
Note: This data can be useful for fulfilling Tier I, 90 Day, and other recurring SARA reports when your facility uses parts as the product type for SARA reporting.
Available Criteria:
● Sites: Include only parts with assigned SARA hazards at these sites.
● Part Defined On: Include only parts whose components were last modified on dates obeying this criterion.
● SARA Hazard: Include only parts with these SARA hazards assigned.
● Part Number: Include only parts with part numbers obeying this criterion.
● Product: Include only parts with product names matching or containing this criterion.
● Manufacturer: Include only parts with manufacturer names matching or containing this criterion.
● CAS: Include only part ingredients with CAS numbers matching this criterion.
● Ingredient: Include only part ingredients with names matching or containing this criterion.
● Contribution: Include only part ingredients with contribution amounts matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report is submitted weekly by Pennsylvania facilities operating under Act 165, and shows each substance that is both:
● Cited by the EPA's SARA Section 302 EHS list; and
● Newly arrived at the facility in quantities sufficient to breach its reporting threshold.
The report identifies newly arrived substance quantities by comparing current quantities with the quantities identified by past weekly Pennsylvania Act 165 report outputs that were stored (using the report's Store History option; see options below) and by the most recent "Pennsylvania Federal Tier II by Chemical" report (see below). Like the Federal Tier II reports listed above, this report depends on complete inventory and facility data being recorded in your system. For details on the process for recording this information, see Annual Tier II Reporting Procedure.
Available Criteria:
● Date: Show inventory totals from the date entered here. (Required.)
● Reporting Facility: Include inventory totals from the locations within this facility only.
Available Options:
● Hazardous Substance Reporting Threshold: Use the default threshold for hazardous substances or enter a custom threshold (in pounds/lbs).
● Extremely Hazardous Substance Reporting Threshold: Use the default threshold for extremely hazardous substances or enter a custom threshold (in pounds/lbs).
● Percentage of Thresholds: Show inventory totals in breach of this percentage of the official thresholds. Generally, you will likely use the default full percentage (100); when partially through a reporting period, you might enter the comparable percentage. Example: When one quarter through a reporting period, you might enter 25 (one quarter of the full percentage) to see if current inventory accumulation rates are likely to breach thresholds by the end of the period.
● Store History: When you generate the final version of this report for submission, select this option and run it one last time. This stores the report output, enabling future runs of the "Pennsylvania Act 165" report to compare their findings to this past record and thus identify newly arrived substance quantities.
This report is similar to the "Federal Tier II by Chemical" report (see above), but is specifically for annual use by Pennsylvania facilities to complement the weekly "Pennsylvania Act 165" reports (see previous). Like the "Federal Tier II by Chemical" report, this report also depends on complete inventory and facility data being recorded in your system. For details on the process for recording this information, see Annual Tier II Reporting Procedure.
Available Criteria:
● Reporting Year (4-Digit): Show inventory totals from the year entered here. (Required.)
● Reporting Facility: Include maximum/average totals from the locations within this facility only.
Available Options:
● Percentage for Ingredients w/ Missing Contribution: If a product ingredient is reportable but has no recorded contribution amount in its product, use this percentage.
● Hazardous Substance Reporting Threshold: Use the default threshold for hazardous substances or enter a custom threshold (in pounds/lbs).
● Extremely Hazardous Substance Reporting Threshold: Use the default threshold for extremely hazardous substances or enter a custom threshold (in pounds/lbs).
● Percentage of Thresholds: Show inventory totals in breach of this percentage of the official thresholds. When the reporting year is over, you will likely use the default full percentage (100); when partially through the year, you might enter the comparable percentage. Example: When one quarter through the reporting year, you might enter 25 (one quarter of the full percentage) to see if current inventory accumulation rates are likely to breach thresholds by year's end.
● Exclude Product Location Assignments: Cleared (default): Show all of each product's assigned locations and its storage conditions at each location. Selected: Only show each assigned location that has a recorded on-hand balance of the product during the reporting year; also show the product's storage conditions at each location meeting this criterion.
This report shows SDSs' and parts' DOT (US Department of Transportation) hazard classes, classifications frequently referenced in Tier II reporting. DOT hazard classes are assigned to products on any of the following interfaces:
● SDS/part Home page > Hazards > Classifications (see Editing SDS Hazard Classifications / Editing Part Hazard Classifications)
● Regulatory Reporting > Tier II > State Forms (see Completing Tier II State Forms for a Product). Specific state forms that include DOT hazard classes are:
● Maine > Chemical ID
● Oregon > Product Info
● (Other state forms as customized for your system)
In the report output, click any product ID (SDS file name or part number) to open that product in a new window.
Available Criteria:
● Site Names: Include only products from these sites.
● Hazard Code: Include product assignments of these DOT hazard classes only.
● Product ID: Include only SDSs with file names and parts with part numbers obeying this criterion.
● Product Name: Include only SDSs with common names and parts with product names matching or containing this criterion.
● Manufacturer: Include only products with manufacturer names matching or containing this criterion.
● Active: Include only active (Yes) or archived/inactive (No) products.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows the history of "OSFM Hazardous Substance Information Survey" reports run from your system. When a user selects the "Store History" option when running the "OSFM Hazardous Substance Information Survey" report (typically, this is when the report output is final and complete), the report run is added to the site's reporting history. It then appears on the output of the "Reporting History" report, assuming it obeys any reporting criteria you enter.
Available Criteria:
● Sites: Include only report runs from these sites.
● Report: Include only runs of reports with names matching or containing this criterion.
● Reporting Facility: Include only report runs generated for these reporting facilities.
● Reporting Period Start: Include only report runs with starting dates obeying this criterion.
● Reporting Period End: Include only report runs with ending dates obeying this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
Note: In the 2017 reporting year for Tier II, GHS hazards replaced SARA hazards on Tier II reports. See Assigning GHS Hazards to a Product.
This report shows SDSs with assigned SARA hazards. These hazard classifications are assigned on either:
● The SDS's Hazard Classifications page (see Editing SDS Hazard Classifications); or
● The Tier II interface's SARA Hazards tab (see Assigning SARA Hazards to a Product).
SDSs with no assigned SARA hazards are omitted from the report output. The report also includes the date when each SDS was assigned to its site (SDS Assigned On) and the names, CAS numbers, and contributions of its ingredients. In the report output, click any SDS's file name to open that SDS in a new window.
Note: This data can be useful for fulfilling Tier I, 90 Day, and other recurring SARA reports.
Available Criteria:
● Sites: Include only SDSs with assigned SARA hazards at these sites.
● SDS Assigned On: Include only SDSs that were assigned to their listed sites on dates obeying this criterion.
● SARA Hazard: Include only SDSs with these SARA hazards assigned.
● File Name: Include only SDSs with file names obeying this criterion.
● Common Name: Include only SDSs with common names matching or containing this criterion.
● Manufacturer: Include only SDSs with manufacturer names matching or containing this criterion.
● Revision Date: Include only SDSs with revision dates obeying this criterion.
● Archived: Include only archived (Yes) or active (No) SDSs.
● CAS: Include only SDS ingredients with CAS numbers matching this criterion.
● Ingredient: Include only SDS ingredients with names matching or containing this criterion.
● Contribution: Include only SDS ingredients with contribution amounts matching or containing this criterion.
● Proprietary SDS: Include only proprietary SDSs (Yes) or non-proprietary SDSs (No).
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report is similar to the "Federal Tier II" report above, but is designed for facilities operating in Maine. The report output includes facility data (when the reporting facility is of the Sphera-supplied Maine Rules type; for details, see Reporting Facilities) and includes product data entered using the following state forms (see Completing Tier II State Forms for a Product):
● Maine > Transporter
● Maine > Chemical ID
You might run this report to identify reportable products with incomplete report data (such as missing storage or transportation information) or to generate final forms to be submitted to a Maine facility's reporting authority. If a facility submits Tier II reports as paper, always check the report output for accuracy and completeness before printing and submitting it. If a facility submits electronically using the Tier2 Submit software, see the report option below for details on generating the necessary files for electronic submission. (For details on Tier2 Submit, see http://www2.epa.gov/epcra/tier2-submit-software.)
Available Criteria:
● Reporting Year (4-Digit): Show inventory data from the year entered here. (Required.)
● Reporting Facility: Include maximum/average totals (and related inventory data) from the locations within this facility only.
Available Options:
● Hazardous Substance Reporting Threshold: Use the default threshold for hazardous substances or enter a custom threshold (in pounds/lbs).
● Extremely Hazardous Substance Reporting Threshold: Use the default threshold for extremely hazardous substances or enter a custom threshold (in pounds/lbs).
● Percentage of Thresholds: Show inventory totals in breach of this percentage of the official thresholds. When the reporting year is over, you will likely use the default full percentage (100); when partially through the year, you might enter the comparable percentage. Example: When one quarter through the reporting year, you might enter 25 (one quarter of the full percentage) to see if current inventory accumulation rates are likely to breach thresholds by year's end.
● Include Storage Locations from Product Locations: Selected: Show all of each product's assigned locations, including any where no transactions occurred during the reporting year. Cleared (default): Of each product's assigned locations, show only those where transactions occurred during the reporting year.
● Print Worksheet: Instead of the standard report output, generate a worksheet that summarizes the report data that would be shown by the options entered, with any missing/incomplete data highlighted in yellow. It is highly recommended that you use this option to check for missing/incomplete data before generating the final report output.
● Include Tier2 Submit Data with Results: With the Crystal report output, also generate a ZIP file containing the data files necessary for electronic submission using Tier2 Submit. You will download this file and import it into Tier2 Submit.
Note: The page providing this download opens as a new window. To have this window open successfully, you might need set Internet Explorer to allow pop-ups from your Comply Plus site (at least temporarily).
This report shows products and the data entered for each one using the Maine > Transporter state form on the Tier II interface (see Completing Tier II State Forms for a Product). The report output does not show any product for which the Maine > Transporter state form has not been filled in.
In the report output, click any product ID (SDS file name or part number) to open that product in a new window.
Available Criteria:
● Site Names: Include only products at these sites.
● Product Type: Include only SDSs or parts.
● Product ID: Include only SDSs with file names and parts with part numbers obeying this criterion.
● Product Name: Include only products with names matching or containing this criterion.
● Truck: Include only products with (Yes) or without (No) "Truck" selected as a transport vehicle.
● Tank Truck: Include only products with (Yes) or without (No) "Tank Truck" selected as a transport vehicle.
● Rail Car: Include only products with (Yes) or without (No) "Rail Car" selected as a transport vehicle.
● Tank Car: Include only products with (Yes) or without (No) "Tank Car" selected as a transport vehicle.
● Pipeline: Include only products with (Yes) or without (No) "Pipeline" selected as a transport vehicle.
● Barge: Include only products with (Yes) or without (No) "Barge" selected as a transport vehicle.
● Other: Include only products with an entered "Other" transport vehicle matching or containing this criterion.
● Shipment Freq: Include only products with shipment frequencies matching or containing this criterion.
● Maximum Shipment: Include only products with maximum shipment quantities (in pounds/lbs) matching or containing this criterion.
● Average Shipment: Include only products with average shipment quantities (in pounds/lbs) matching or containing this criterion.
● Maximum Vessel Size: Include only products with maximum single-vessel capacities (in pounds/lbs) matching or containing this criterion.
● Packaging Code: Include only products with packaging codes matching or containing this criterion.
● Solid: Include only products that are solid (Yes) or non-solid (No) in transit.
● Liquid: Include only products that are liquid (Yes) or non-liquid (No) in transit.
● Gas: Include only products that are gaseous (Yes) or non-gaseous (No) in transit.
● Transport Route: Include only products with motor/rail transportation routes through Maine matching or containing this criterion.
● Map Included: Include only products with (Yes) or without (No) maps included with their entered transportation routes.
● Carrier Name: Include only products with transportation carrier names matching or containing this criterion.
● Carrier Address: Include only products with transportation carrier addresses (not including city, state, or zip; see below) matching or containing this criterion.
● Carrier City: Include only products with transportation carrier city names matching or containing this criterion.
● Carrier State: Include only products with transportation carrier state abbreviations matching or containing this criterion.
● Carrier Zip: Include only products with transportation carrier zip codes matching or containing this criterion.
● Carrier Phone: Include only products with transportation carrier primary phone numbers matching or containing this criterion.
● Carrier Contact: Include only products with transportation carrier contact names matching or containing this criterion.
● Carrier Phone 2: Include only products with transportation carrier secondary phone numbers matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows products and their storage conditions (storage type, temperature, and pressure) entered on the Storage Conditions tab of the Tier II interface. (For details, see Assigning Storage Conditions to a Product.) On the report output, the Condition Type column indicates the scope of each set of storage conditions:
● Specific Product: Storage conditions apply to the product site-wide.
● Product at Location: Storage conditions apply to the product only at the location shown in the Location column.
In the report output, click any product ID (SDS file name or part number) to open that product in a new window.
Available Criteria:
● Site Names: Include only products at these sites.
● Condition Type: Include only storage conditions that apply site-wide (Specific Product) or at specific locations (Product at Location).
● Product Type: Include only SDSs or parts.
● Product ID: Include only SDSs with file names and parts with part numbers obeying this criterion.
● Product Description: Include only products with names matching or containing this criterion.
● Product Active: Include only active (Yes) or archived/inactive (No) products.
● Locations: Include only location-specific storage conditions that apply at these locations.
● Location Active: Include only location-specific storage conditions that apply at active locations (Yes) or that apply at no specific or active locations (No).
● Storage Type: Include only products with storage types matching or containing this criterion.
● Storage Temperature: Include only products with storage temperatures matching or containing this criterion.
● Storage Pressure: Include only products with storage pressures matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows the Tier II Maxiumum and Average summary transactions entered for parts in your system, including each transaction's start/end dates, product involved, location, and quantity. In the report output, click any transaction start date to open that transaction in a new window; click any part number to open that part in a new window.
This report's output is designed to be easily compatible with the "Part Tier II Transactions" import method in the Inventory Integration tool. To generate a transaction file to import using this method, hide the report's Site column, generate the report output as an Excel file, and enter the data you want to import. For further details, see:
● Import Methods > Part Tier II Transactions
Available Criteria:
● Sites: Include only transactions from these sites.
● Transaction Start Date: Include only transactions with starting dates obeying this criterion.
● Transaction End Date: Include only transactions with ending dates obeying this criterion.
● Part Number: Include only transactions on parts with part numbers obeying this criterion.
● Product Name: Include only transactions on parts with product names matching or containing this criterion.
● Locations: Include only transactions occurring at these locations.
● Maximum Quantity: Include only Maximum transactions with numeric quantity values obeying this criterion.
● Max Unit of Measure: Include only Maximum transactions with quantities entered in these units of measure.
● Average Quantity: Include only Average transactions with numeric quantity values obeying this criterion.
● Ave Unit of Measure: Include only Average transactions with quantities entered in these units of measure.
● Transaction Description: Include only transactions with descriptions matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows the Tier II Maxiumum and Average summary transactions entered for SDSs in your system, including each transaction's start/end dates, product involved, location, and quantity. In the report output, click any transaction start date to open that transaction in a new window; click any SDS file name to open that SDS in a new window.
This report's output is designed to be easily compatible with the "SDS Tier II Transactions" import method in the Inventory Integration tool. To generate a transaction file to import using this method, hide the report's Site, Product Name, and Proprietary SDS columns, generate the report output as an Excel file, and enter the data you want to import. For further details, see:
● Import Methods > SDS Tier II Transactions
Available Criteria:
● Sites: Include only transactions from these sites.
● Transaction Start Date: Include only transactions with starting dates obeying this criterion.
● Transaction End Date: Include only transactions with ending dates obeying this criterion.
● File Name: Include only transactions on SDSs with file names obeying this criterion.
● Product Name: Include only transactions on SDSs with common names matching or containing this criterion.
● Locations: Include only transactions occurring at these locations.
● Maximum Quantity: Include only Maximum transactions with numeric quantity values obeying this criterion.
● Max Unit of Measure: Include only Maximum transactions with quantities entered in these units of measure.
● Average Quantity: Include only Average transactions with numeric quantity values obeying this criterion.
● Ave Unit of Measure: Include only Average transactions with quantities entered in these units of measure.
● Transaction Description: Include only transactions with descriptions matching or containing this criterion.
● Proprietary SDS: Include only transactions on proprietary SDSs (Yes) or non-proprietary SDSs (No).
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
