To select data for the Product Fill Rate Report:This report gives a statistical picture, on a product-by-product basis, of how successful you are in sending your customers the products they requested by the required date. It reflects overall performance from the perspectives of orders, line items, item quantities, and dollars.
The report reviews your completed orders and shows you by order quantity and dollar amounts how many products shipped complete on or before the required date and calculates the corresponding service level percentage.
Canceled generations and returned products are not included on this report.
For service level reporting purposes, you can set the Force Required Date To Match Ship Date On Phantom Process control maintenance record to change the Required Date field to match the Ship Date field whenever the phantom prints a ship ticket for an order with an auto-print status, such as Ship When Available.
To select data for the Product Fill Rate Report:
From the Reprts > End of Month Reports #2 > Service Level Reports menu, select Product Fill Rate Report to display the Product Fill Rate 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 Break on Branch (Y/N) field, indicate if you want to calculate and display subtotals by branch.
In the Select by field, indicate the type of branch for which to run the report. For the selected branch type, the report considers those shipments that share the same required date as the required-date order.
Pricing Branch – Runs the report for the pricing branch on the shipment that completes the required date order.
Shipping Branch – Runs the report for 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 – Runs the report for the home branch. This is 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.
Summary – Prints a single summary line showing a series of totals and service level percentages for the selected orders.
In the Report On field, select one of the following:
Last Gen – Only reports fill rate on orders where all generations are shipped. The Ignore Require Date field must be set to No. This is the default.
First Gen – The system checks for the first generation of the order to be shipped only. Fill rate is calculated for those generations on the order that are complete, no all generations on the order have to be complete for it to display.
In the For field, indicate whether to print the report totals for the quantity or the line item. Works in tandem with the report format value.
In the Product field, enter the product ID for which to run the report. To run the report for multiple products, use the Products hot key. If left blank, all products within the designated price line or buy line are included in the report. Use the Multi hot key to select more than one product. *Multi* displays in the field.
In the Line Type field, indicate whether to run the report for price lines or buy lines. Based on your selection, the system renames the Price Line / Buy Line field. Use the Multi hot key to select more than one line type. *Multi* displays in the field.
In the Price Line / Buy Line field, enter the price line/buy line ID. If left blank, all price lines/buy lines are included in the report. Use the Multi hot key to select more than one line type. *Multi* displays in the field.
In the Primary Sort field, enter the name to use to sort the report information.
Outside/Inside Salesperson - The salesperson listed on the order.
Current Outside/Inside Salesperson - The salesperson currently assigned to the account for which the order was entered.
Note: If you print the report in Detail format and sort by Product or Rank, the product rank is listed along with the product description.
In the Secondary Sort field, enter the name to use to sort the report information within the primary sort.
In the Ignore Require Date field, indicate if you want to ignore the require date on the order for the report.
Yes – Considers the first generation of an order as filled and all others as unmet.
No – Calculates the fill rate based on whether or not the required date of the generation was met. This is the default.
Use the Additional hot key to further limit the report based on unmet service levels, directs, exceptional sales, product ranks and product rank numbers.
Use the Status hot key to create a list of product statuses to be used in selecting products to include in the report.
Note: The report ignores products with the status of MiscChrg.
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. Product select codes are defined in Control Maintenance and assigned to products in Product Maintenance.
Use the Column hot key to modify the default column layout for the report.
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