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:

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:

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

2. In the Branch/Territory/All field, enter the branch, branches, or territories to include in this report. Type All to include all branches and territories.

3. In the Start Date and End Date fields, enter the date range of invoices to include 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.

4. Use the remaining fields to define your report results:

   Field	Description
   Vendor	enter the vendor name for which to run the report. Leave the field blank to include all vendors in the report.
   Line Type	accept the default Buy Line to run the report for buy lines or select Price Line to run the report for price lines.
   field next to the Line Type field	select the buy lines or the price lines for which you want to run the report. Buy lines display if you selected Buy in the Line Type field, and price lines display if you selected Price in the Line Type field. Use the Multi button and select multiple lines to include in the report.
   Product	Enter the product description for which to run the report. se the Multi button and select multiple products to include in the report.
   Product Rank #	enter a rank number to select only those products assigned a certain product rank number.
   Product Rank	enter a rank ID to select only those products assigned a particular product rank in the Product Rank # 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.
   Sort By	indicate how to sort the report. Press F10 and select a sort option.
   Report On	First Generation - Sales orders are reported when the first generation is shipped. Last Generation - Sales orders are reported when the last generation is shipped.
   Stock Type	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.
   Price/Ship Branch	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.
   Ignore Require Dates	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. Note: The system includes cancelled generations in the report results. Use the Order Status field in the Selection > Select Criteria option to limit the report to specific order statuses.
   Product Select Codes	Enter the product select code for which to select products for the report. Use the Multi button and select multiple product select codes to include in the report. 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 the Valid Product Select Codes control maintenance record and assigned to products in Product Maintenance.
   Vendor Service Level Column Sort By	select a sort order for the columns in the report.

5. In the Mode area, select Summary or Detail to indicate whether to run the report in summary or detail mode. The default is Summary.

6. In the Directs area, indicate whether to include, exclude, or run the report only for direct items. The default is Include.

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

See Also:

End of Month Reports Overview

Modifying the Column Layout for a Report