Order Fill Rate Analysis

Menu Path: Executive Information Systems $Images\bluerarw.gif$ Performance Metrics $Images\bluerarw.gif$ Order Fill Rate Analysis

Purpose

Display customer service metrics for order fill rate (order lines, order quantity, and order amount) by sales location, shipping location, group, division, sales team, customer, category, and subcategory.
Compare two different period ranges.

Overview

Use Order Fill Rate Analysis to view order fill rate metrics for a specific date or two ranges of dates.

Note Order Fill Rate Analysis only functions if the EIS Fill Rate History check box is selected in History Control Maintenance. Order fill information is updated as orders are entered, pick demands are created, and inventory is adjusted for pick demands.

Analyzing Order Fill Rates

To analyze order fill rates:

Enter a range of required dates for which you want to display data in the range 1 Required Date from and To Date fields.
If you want to compare data from the first range to data from another range of required dates, select the Range 2 check box, and then enter a range of required dates in the range 2 Required Date from and To Date fields.
If you want to display data for a single shipping location, clear the All Shipping Locations check box, and enter a shipping location in the Location field.
If you want to display data for a single sales location, clear the All Sales Locations check box, and enter a sales location in the Location field.
If you want to display data for a single group, clear the All Groups check box, and enter a group in the Group ID field.
If you want to display data for a single division, clear the All Divisions check box, and enter a division in the Division ID field.
If you want to display data for a single sales team, clear the All Sales Teams check box, and enter a sales team in the Sales Team ID field.
If you want to display data for a single category, clear the All Categories check box, and enter a category in the Category Code field. If you enter a category and want to display data for a single subcategory, clear the All Subcategories check box, and enter a subcategory in the Subcategory Code field.
Define the display method by selecting the Customer, Group ID, or Customer Division radio buttons. You can drill down to the customer or category level if you select the Customer radio button. You can drill down to the customer or division level if you select the Group ID radio button. You can drill down to the customer or group ID level if you select the Customer Division radio button.
Select a drill down option. The available options depend on the display option you selected in step 9.
If you want to display data in a currency other than the default currency, click the Lookup button to the right of the Currency field, and select a valid currency.
Enter a number of grace days in the Grace Days field.
If you want to display data for drop ship and special orders, select the Include Drop Ship and Special Orders check box.
If you want to display data for transfer orders, select the Include Transfer Orders check box.
Click the Show Data button in the ribbon to display data on the Results tab. The Totals section displays the total order amount, order line fill percentage, order quantity fill percentage, and total order amount fill percentage for the data.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Order Fill Rate Analysis window.
Show Data	Click this button to display customer, group, or division data on the Results tab, based on the selected criteria.
Credit Inquiry	Click this button to display Customer Aging and Credit Inquiry, which allows you to view current and year-to-date credit status for a customer selected in the Results grid.

Select Tab Fields and Buttons

Field or Button	Description
Required Date from (Range 1)	Enter the first date in a range of required dates for which to display data, or click the drop-down arrow to select a date.
To Date (Range 1)	Enter the last date in a range of required dates for which to display data, or click the drop-down arrow to select a date.
Range 2	Select this check box if you want to compare data for two ranges of dates. This check box is cleared by default.
Required Date from (Range 2)	Enter the first date in a second range of required dates for which to display data, or click the drop-down arrow to select a date. This field is only enabled if you select the Range 2 check box.
To Date (Range 2)	Enter the last date in a second range of required dates for which to display data, or click the drop-down arrow to select a date. This field is only enabled if you select the Range 2 check box.
All Shipping Locations	Select this check box to display data for all shipping locations. This check box is selected by default.
Location (Shipping)	Enter a location prefix or name to display data only for goods shipped from this location, or click the Lookup buttons to select a shipping location prefix or name. These fields are only enabled if you clear the All Shipping Locations check box.
All Sales Locations	Select this check box to display data for all sales locations. This check box is selected by default.
Location (Sales)	Enter a location prefix or name to display data only for goods sold from this location, or click the Lookup buttons to select a sales location prefix or name. These fields are only enabled if you clear the All Sales Locations check box.
All Groups	Select this check box to display data for all customer groups. This check box is selected by default.
Group ID	Enter a customer group ID for which to display data, or click the Lookup button to select a customer group ID. Customer groups are customers with similar attributes grouped together to form a group ID. This field is only enabled if you clear the All Groups check box.
All Divisions	Select this check box to display data for all divisions. This check box is selected by default.
Division ID	Enter a division for which to display data, or click the Lookup button to select a division. Customer divisions are used to identify physical areas of customers. Example The East division can be used for customers in the eastern part of the country and the West division can be used for customers in the western part of the country. This field is only enabled if you clear the All Divisions check box.
All Sales Teams	Select this check box to display data for all sales teams. This check box is selected by default.
Sales Team ID	Enter a sales team for which to display data, or click the Lookup button to select a sales team. Note The Lookup window that appears when you click the Lookup button only displays sales teams marked as active in Sales Team Maintenance. This field is only enabled if you clear the All Sales Teams check box.
All Categories	Select this check box to display data for all product categories. This check box is selected by default.
Category Code	Enter a product category for which to display data, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box.
All Subcategories	Select this check box to display data for all product subcategories. This check box is selected by default, and is only enabled if you enter a category in the Category Code field.
Subcategory Code	Enter a product subcategory for which to display data, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box.
Display	Select the data displayed on the Results tab. Select one of the following options: Customer - Display data for customers. Group ID - Display data for customer groups. Groups are collections of customers with similar attributes grouped together with an identifier called a group ID. For information on setting up customer groups, see Customer Group Maintenance. Customer Division - Display data for customer divisions. Divisions are physical locations of customers. For information on setting up customer divisions, see Customer Division Maintenance. Customer is selected by default.
Drill Down	Select the information to display if you drill down on data displayed on the Results tab. The available options depend on the selected display option. Customer is selected by default.
Currency	Click the Lookup button to select a currency to use for all data displayed on the Results tab.
Grace Days	Enter a number of grace days for calculating whether orders were filled. This is a number of days after an order's required date used to determine if the order was filled. EXAMPLE If you enter 2 in this field, an order that was filled within 2 days after its required date is considered filled for the order fill rate calculation.
Include Drop Ship and Special Orders	Select this check box to include drop-ship orders and special orders.
Include Transfer Orders	Select this check box to include transfer orders.

Results Tab Fields and Buttons

Field or Button	Description
Results	This grid displays customer, group, or division data based on the criteria selected on the Select tab. Double-click a line to drill down to more detailed data. The window that appears when you drill down is based on your selection in the Drill Down field on the Select tab, as follows: Customer - Displays Customer Order Inquiry, which allows you to view open, closed, or voided orders for the selected customer. Category - Displays Order Fill Rate Analysis. Division - Displays Order Fill Rate Analysis, which allows you to view division data for the selected group. Group ID - Displays Order Fill Rate Analysis, which allows you to view group data for the selected division.
R1 Order Amount	This field displays the range 1 total amount of all orders for the data displayed in the Results grid.
R1 Order Line Fill Percentage	This field displays the range 1 total order line fill percentage for the data displayed in the Results grid.
R1 Order Qty Fill Percentage	This field displays the range 1 total order quantity fill percentage for the data displayed in the Results grid.
R1 Order Amount Fill Percentage	This field displays the range 1 total order amount fill percentage for the data displayed in the Results grid.
R2 Order Amount	This field displays the range 2 total amount of all orders for the data displayed in the Results grid.
R2 Order Line Fill Percentage	This field displays the range 2 total order line fill percentage for the data displayed in the Results grid.
R2 Order Qty Fill Percentage	This field displays the range 2 total order quantity fill percentage for the data displayed in the Results grid.
R2 Order Amount Fill Percentage	This field displays the range 2 total order amount fill percentage for the data displayed in the Results grid.