Detailed

Confirmation lead time

Here you see the difference between the order date and the confirmation date, that is, how many days it has taken for your company to confirm the customer order. The order date is compared to when printing the order confirmation, when customer order status is changed to 2 – Printed.

Desired lead time

In this list, Desired lead time, you can compare the lead time between order date and desired delivery date, that is, the desired lead time.

If the Part’s lead time setting is checked, the desired lead time is compared to the part’s lead time.

The list answers the question: “Is the customer giving us a fair chance, that is, sufficient lead time to deliver the order by the requested delivery date?”

Initial lead time

This list type displays the initial lead time which is the time between the initial delivery date and the order date.

It will also show how your company promised to deliver the order to customer, in relation to the customer’s desired delivery date.

If the setting Part’s lead time is checked, the initial lead time is compared to the part’s lead time.

This list answers the questions:

• "How does my company confirm the order relative to the customer's desired delivery date?"
• "How does my company confirm the order in relation to the part's lead time?"

Planned lead time

In this list, the order date is compared to the delivery date (planned delivery date) on the order row.

You can analyze how the order row has been planned in relation to the customer’s desired delivery date.

If the setting Part’s lead time is checked, it is also possible to analyze how the order row has been planned in relation to the part’s lead time.

Actual lead time

In the Actual lead time list, the desired date is compared to the actual delivery date.

If the Show part's lead time setting is activated, it is also possible to analyze whether the actual lead time for the order row differs from the lead time entered for the part.

Only order rows that have been partially delivery reported or fully delivery reported, will be included in the list.

Total by customer

This list displays:

• How many order rows the customer has ordered which are delivered in fewer days than the part’s lead time.
• How many order rows the customer has ordered which are delivered in equal to or more days than the part’s lead time.
• How many order rows have been confirmed by my company with fewer days than the part’s lead time.
• How many order rows have been confirmed by my company with a lead time that is longer than the part’s lead time.
• How many order rows have been delivered by my company within the part’s lead time.
• How many order rows have been delivered by my company with a lead time that is longer than the part’s lead time.

Only order rows that have been partially delivery reported or fully delivery reported, will be included in the list.

Total by part

In the list called Total by part, the average lead times for order rows are compared to the part’s lead time.

Only order rows that have been partially delivery reported or fully delivery reported, will be included in the list.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, you are also able to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.