Sales Summary - Management Reports Back Order Performance

The [ Back Order Performance ] screen displays information about the % amount shipped per Sales Order placed by a Customer, as this is important when several items are out of stock and shipped as and when they are back into stock, causing shipping costs to increase. The user can highlight the % of orders which they consider to be too costly, by entering the minimum level acceptable into the 'Highlight %' box.

The screen consists of the top filters and the grid.

Filters

  • GO button: the Go button must be pressed to populate the grid and to update the grid if any filters are changed.
  • URN (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter):
  • SO Code (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter):
  • Date From and Date To: look at the back orders within a specific date range.
  • Highlight%: highlight shipments where less than X% was shipped (based on what was left to ship); the idea being that if there are too many shipments going out with low percentages, then these may be costing you too much in shipping charges.
  • Show All (or only when there are multiple invoices) checkbox: only show Sales Orders that are part shipments, i.e. they have multiple Invoices records for them.

Grid

  • URN: the URN of the customer.
  • SO Code: the sales order code.
  • SO Date: the date the sales order was created.
  • Inv Code: the sales invoice code.
  • Inv Date: the date the invoice was created.
  • Days: the number days since the last invoice.
  • SO Qty: the total number of stock items on the sales order.
  • Inv Qty: the total number of stock items on the sales invoice.
  • BO Qty: the total number of stock items on back order.
  • Fulfilled%: percentage of the order line that has been fulfilled.
    Note: rounded to 2dp.
  • Shipped%: shows the % of the goods which were invoiced (Inv Qty) compared to the number remaining on the order (SO Qty).
  • HL: will be ticked to display any orders below the % amount entered into the Highlight% box to show they are below the minimum acceptable level.

Grid Context Menu

  • Clear Selection: deselects the currently selected line(s).

See Also


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