Running the Vendor Service Level Report

The Vendor Service Level Report provides a statistical picture of your purchase order completion performance. It reports on the shipments of order line items to your company as they relate to the initial scheduled shipment date and ordered quantity. The system is designed to preclude the concept of backorders by alerting you of a stock availability problem at the time the order is placed. Special conditions must be met to qualify a shipment as a backorder, which causes a sales service level of less than a 100 percent.

For example:

If...	And...	Then it is...
you order 10 items and the vendor says 5 are currently available, but that 10 should be available on a future date	you ask the vendor to ship all ten on the future date	not a backorder.
	you ask the vendor to ship five now and five on the future date	not a backorder.
	on the future shipping date any of the scheduled quantity, whether it is ten or five, is not shipped	a backorder that causes a less than 100% service level.

Use the report for general quality management. Alternately, you can use it to monitor shipments from a designated vendor, shipments of products in designated price lines, or a combination of the two. The completion rates are based on the total orders, total line items, and total dollars.

To run the Vendor Service Level Report:

From the Reprts > End of Month Reports #2 > Service Level Reports menu, select Vendor Service Level Report to display the Vendor Service Level Report screen.
In the Br/Tr/All field, enter the branch or territory to be included in this report. Type All to include all branches and territories.
In the Start Date and End Date fields, enter the date range of invoices to be included in the report. The system populates the End Date field with the date entered in the Start Date field. You can change the date. You can enter an actual date or variable date in these fields.
In the Vendor field, enter the vendor name for which to run the report. Leave the field blank to include all vendors on the report.
In the Line Type field, accept the default Buy to run the report for buy lines or enter Price to run the report for price lines. The option you select in this field sets the variable field and hot key names to Prc Lines or Buy Lines.
Set the price line/buy line parameters. Do one of the following:

Leave the Prc Line field blank to run the report for all price lines.
In the Prc Line field, enter the price line ID to run the report for one price line.
Use the Prc Line hot key to run the report for multiple price lines. *Multi* displays in the Prc Line field.
Leave the Buy Line field blank to run the report for all buy lines.
In the Buy Line field, enter the buy line ID to run the report for one buy line.
Use the Buy Line hot key to run the report for multiple buy lines. *Multi* is displayed in the Buy Line field.

In the Product field, do one of the following:

Enter the description for which to run the report.
Use the Prod List hot key to run the report for multiple products.
Leave the field blank, to run the report for all products within the designated price line or buy line.

In the Product Rank Number field, enter a rank number to select only those products assigned a certain product rank number.
In the Product Rank field, enter a rank ID to select only those products assigned a particular product rank in the Product Rank Number field.

Note: If a Product Rank is entered, the Product Rank # is required. If the Product Rank # is specified and the Product Rank field is left blank, the Product Rank defaults to all of the ranks.

In the Sort By field, indicate how to sort the report. Press F10 and select a sort option.
In the Report On field, press F10 and select First Generation or Last Generation for which to run the report.
In the Stock Type field, indicate whether to run the report for stock, nonstock, or both types of products. Select All to include all products in the report, regardless of their type.
In the Summary/Detail field, indicate whether to run the report in summary or detail mode. The default is Summary.
In the Directs (Inc/Exc/Only) field, indicate whether to include, exclude, or run the report only for direct items. The default is Include.
In the Price/Ship Branch field, indicate whether to select sales for the report based on the pricing or shipping branch. Designate the branch that gets credit for the sale. The default is Price.
In the Ignore Require Dates field, indicate if you want the system to ignore require dates when compiling the report.

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.

Use the Product Select Codes hot key to create a list of product select codes to be used in selecting products to include in the report.

Note: Product select codes are defined in Control Maintenance and assigned to products in Product Maintenance.

Use the ColSortBy hot key to select a sort order for the columns in the report.
Set options, if needed, and generate the report.