The Product Fill Rate 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
From the Reports > End of Month Reports #2 > Service Level Reports menu, select Product Fill Rate Report to display the Product Fill Rate Report window.
In the Branch/Terr/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 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.
Home Branch - Runs the report for the home branch. This is the branch where you send or print all financial transactions, such as invoices.
Pricing Branch - Runs the report for the pricing branch on the shipment that completes the required date order. This is the default.
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.
In the Report Type field, indicate the level of detail to print on the report.
Detail for Quantity - Lists a series of order quantity totals and service level percentages for the selected orders. The Sort Options determine the detail level (see Step 11). This is the default.
Detail for Line Item - Lists a series of order quantity totals and service level percentages for the selected orders. The Sort Options determine the detail level (see Step 11).
Summary for Quantity - Prints a single summary line showing a series of order quantity totals and service level percentages for the selected orders.
Summary for Line Item - Prints a single summary line showing a series of line item totals and service level percentages for the selected orders.
In the Product field, enter the product ID for which to run the report. If left blank, all products within the designated price line or buy line are included in the report. Click the Multiple button to select more than one product. *Multiple* 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.
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. Click the Multiple button to select more than one product. *Multiple* displays in the field.
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 Sort Options/Product Rank area, complete the following fields:
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Field |
Description |
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Primary Sort |
Select how to sort the report information first, such as Bill-To, Inside Salesperson, or Price Line. By default, the report sorts by bill-to customer. 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. If you sort by Buyer, the report includes a grand total per buyer above the overall grand total. |
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Secondary Sort |
Select how to sort the report information within the primary sort: Buy Line, Price Line, or Product. The default is Product. For example, if you use the default settings in this field and the Primary Sort field, the report sorts first by bill-to customer, and then by product within each bill-to. |
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Product Rank No. |
Indicate the rank number by which you want to sort. Leave this field blank to sort by all. |
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Product Rank |
Indicate the rank by which you want to sort. Leave this field blank to sort by all. See Product Ranking Method and Breakpoint Rules. |
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 is Include.
Exceptional Sales - Indicates whether to include, exclude, or run the report for exceptional sales only. The default is Exclude.
In the Break on Branch field, indicate if you want to calculate and display subtotals by branch. The check box is selected by default.
In the Only Show Unmet Service Level field, indicate if you want to show only the unmet service level items.
In the Ignore Require Date field, indicate if you want to ignore the require date on the order for the report.
Selected - Considers the first generation of an order as filled and all others as unmet.
Deselected - Calculates the fill rate based on whether or not the required date of the generation was met. This is the default.
From the Additional Selection menu, further limit the report using the following:
Price Lines/Buy Lines - Enter the price line or buy line IDs you want to add to the current selection. If no lines are selected, the system includes all price lines on the report. *Multi* displays in the field after selection.
Product Status - create a list of product statuses to be used in selecting products to include in the report. The report ignores products with the status of MiscChrg.
Product Select Codes - 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.
See Also: