Running the Order Service Level Report

The Order Service Level 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. 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:

• 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:

1. From the Reports > End of Month Reports #2 > Service Level Reports menu, select Order Service Level Report to display the Order Service Level Report window.

2. In the Branch/Terr/All field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.

3. In the Start Date field, enter the first date in a range of dates for which to view sales. This field supports variable dates.

4. 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.

5. Complete or change the fields, as needed:

   Field	Description
   Select by	Indicates 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.
   Report Format	Indicates 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.
   Sort by	Indicates the data to use to sort the report information. Valid values include: Bill-To - This is the default value. Current In Salesperson Current Out Salesperson In Salesperson Out Salesperson Ship-To Writer Customer P/O#
   Status	Indicates which type of status to sort the report by. Enter a product status to select only items with a designated product status for this report. The default is Stock. You can use the Multi button to select more than one status.

6. In the Report On area, select 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.

7. In the Break On Branch field, indicate if you want to calculate and display subtotals by branch.

8. In the Only Show Late Fill 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.

9. In the Ignore Require Dates field, indicate if you want to ignore the required dates and list all orders on the report.

10. In the Order Type area, select the check boxes for the following:

• Directs - Indicates whether to include, exclude, or run the report for direct items only. The default value is Include.

• Exceptional Sales - Indicates whether to include, exclude, or run the report for exceptional sales only. The default value is Exclude.

11. Set options, if needed, and generate the report.

See Also:

Open Orders Details Report

Order Change Log Report