Running the Order Service Level Report

This report gives a statistical picture of how successful you are in completing your orders by the required date. This report selects orders with a required date that falls in the selected start and end date ranges. Use the Comparative Sales Service Report to compare order completion by ship date.

The report reviews your completed orders and shows you how many orders shipped complete on or before the required date and calculates the corresponding service level percentage. The report displays the data by order at the invoice level, line item, order quantity, and dollar amounts,

For example, the table shows a single order for three products. Each product represents a line item on the order. The table columns include the product, the unit price of each product, the order quantity for each product, the quantity that shipped on time, and the quantity that shipped late. The service level percentages calculated for this order are shown below the table:

Product	Unit Price	Ord Qty	# On Time	# Late
A	$1.00	10	10	0
B	$5.00	10	5	5
C	$10.00	10	0	10

Order Service Level = 0%, because this order was not completely shipped on time.
Line Item Service Level = 33%, because one out of three line items shipped on time.
Order Quantity Service Level = 50%, because out of 30 items ordered, 15 were shipped on time.
Dollar Amount Service Level = 23%, because out of $155.00 of product ordered, only $35 of product was shipped on time.

Note: Canceled generations are not included on this report. Returned products are also not included.

To run the Order Service Level Report:

From the Reprts > End of Month Reports #2 > Service Level Reports menu, select Order Service Level Report to display the Order Service Level Report screen.
In the Br/Tr/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.
In the Start Date field, enter the first date in a range of dates for which to view sales. This field supports variable dates.
In the End Date field, enter the last date in the range of dates for which to view sales. This field supports variable dates.

The system populates this field with the date entered in the Start Date field, but you can change it, if needed.

In the Select by field, indicate whether to select data based on the pricing branch, shipping branch, or home branch. For the selected branch type, the report considers those shipments that share the same required date as the required date order.

Pricing Branch – The pricing branch on the shipment that completes the required date order.
Shipping Branch – The shipping branch on the earliest shipment for the required date order. If subsequent generations ship from other branches, those shipments are counted as missed shipments.
Home Branch – The branch where you send or print all financial transactions, such as invoices.

In the Report Format field, indicate the level of detail to print on the report.

Detail – Lists a series of totals and service level percentages for the selected orders, on a detail level determined by the selected Sort by option, reflecting performance from the perspectives of orders, line items, item quantities, and dollars, followed by the Summary grand totals at the end.
Summary by Customer – Prints a single summary line per customer, showing a series of overall totals and service level percentages, reflecting overall performance from the perspectives of orders, line items, item quantities, and dollars.
Summary by Branch – Prints a single summary line per branch, showing a series of overall totals and service level percentages, reflecting overall performance from the perspectives of orders, line items, item quantities, and dollars.

In the Sort by field, press F10 and select the data to use to sort the report information. The default value is Bill-To.
In the Report on field, indicate if you want to run the report for one of the following:

First Generation – Sales orders are reported when the first generation is shipped.
Last Generation – Sales orders are reported when the last generation is shipped.

In the Status field, do one of the following:
To run the report for only those items with a specific product status for this report, enter the status. The default value is Stock.
To run the report for all product statuses, enter ALL.
To select items based on multiple product statuses, use the Status hot key to display the Product Status Selection screen. Enter the statuses and press Esc. *Multi* displays in the field.

In the Break on Branch (Y/N) field, indicate if you want to calculate and display subtotals by branch.
In the Only Show Late Fill (Y/N) field, indicate if you want to list detail for only those transactions that did not meet the required date. Complete this field only if you have selected the Detail version of the report.
In the Directs (Inc/Exc/Only) field, select whether to include, exclude, or run the report for direct items only. The default value is Include.
In the Exceptional Sales (I/E/O) field, select whether to include, exclude, or run the report for exceptional sales only. The default value is Exclude.
In the Ignore Require Dates field, indicate if you want to ignore required dates listed on the orders.

When used in conjunction with the Report On field, select one of the following:

Report on field	Ignore Require Date field	Result
First Gen	Yes	Report information displays similarly to a product fill rate report. All items on the first generation are considered to be items shipped on time. All items on subsequent generations are considered as items shipped late.
First Gen	No	Report information displays as if each require date is a separate order. The system considers the first shipment to be on time and all subsequent shipments to be late.
Last Gen	Yes	This is not a valid selection.
Last Gen	No	Report information displays as a Product Fill Rate Report by require date. Generations are reported as the last generation for each require date shipped and the summary of all generations is reported on the first generation shipped. For example, S1234567.001 and S1234567.002 both have a require date of 3/11/04. Generation S1234567.001 ships on 3/11/04, but generation S1234567.002 does not ship until 3/15/04. If the report runs with an end date of 3/11/04, then S1234567.002 is not reported. If the report runs with an end date of 3/15/04, then the items shipped on 3/11/04 are on time and the rest are late.

Set options, if needed, and generate the report.