Order lead time – Sales
In this procedure, you can create lists that measure different lead times on customer orders. All statistics are based on information from the customer register and customer order register. The lists are not updatable.
List type Detailed
Confirmation lead time
Shows the difference between the order date and the confirmation date, that is, how many days it took your company to confirm the customer order. The order date is compared with the printout of the order confirmation when the customer order status changes to 2 – Printed.
Desired lead time
In this list, Desired lead time, you can compare the lead time between the order date and the desired delivery date, i.e. desired lead time. If the Show part's lead time setting is checked, the desired lead time is compared with the part's lead time. The list answers the question "Does the customer give us a real chance, i.e. enough time to deliver the order when the customer wants delivery?".
Initial lead time
This list shows 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 the customer, relative to the customer's desired delivery date. If the Show part's lead time setting 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?" and "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 with the delivery date (planned delivery date) of the order row. You can analyze how the order row has been planned in relation to the customer's desired delivery date. If the Show part's lead time setting 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 with the actual delivery date. If the Show part's lead time setting is checked, it is also possible to analyze whether the actual lead time for the order row differs from the specified lead time of the part. Only order rows that are partially delivered or fully delivered are shown in the list.
Total – Grouped by customer
This list shows:
- How many order rows the customer has ordered that are delivered within fewer days than the part's lead time.
- How many order rows the customer has ordered that are delivered with days equal to or more than the part’s lead time.
- How many order rows my company confirmed with fewer days than or equal to the part's lead time.
- How many order rows my company confirmed with a lead time longer than the part's lead time.
- How many order rows my company delivered within the part's lead time.
- How many order rows my company delivered with a lead time longer than the part's lead time.
Only order rows that are partially delivered or fully delivered are displayed in the list.
Total – Grouped by part
The Total – Grouped by part list compares the average lead times of the order rows with the part's lead time.
Only order rows that are partially delivered or fully delivered are displayed 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, it is possible 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.