Performance Dashboard – Shipping Management Dashboards and KPI

The Shipping Management dashboard shows data for shippable items only, from a shipping and operations perspective.

Because the intent of this dashboard is to show the performance of
your shipping processes, both internal and external orders are included in the Shipping Management reports.
Use the Shipping Management dashboard to monitor your warehouse
operations, including the performance of your shipping operations and changes over
time

• View number of lines shipped, and percentage of late shipments by
organization, inventory category, item, and customer.

• View a trend of the number and percentage of lines shipped early, late, and on time, compared to the schedule ship date, over the selected time
periods.

• View book-to-ship cycle time by organization, inventory category, item, and customer.

• View the number of lines shipped by cycle time buckets—for example, lines that were shipped within a day, a week, and so on.

• View the number of lines that are past due by aging buckets—for example, lines that are a day past due, a week past due, and so on.

• View the number of lines that are in backorder status by organization, inventory category, item, and customer.

• Monitor key performance measures in number of lines shipped, percentage of late shipments, book-to-ship cycle time, and past due scheduled lines.

The Shipping Management reports display information for shippable items only. For assemble-to-order (ATO) items, only the configured (assembled) item is shippable on the sales order. Therefore, only that sales order line is included in the report calculations.

For pick-to-order (PTO) and kit items, any line that is shippable is included in the reports. Since service items, such as warranties, are not shippable, they are not included in the reports.

Note: For ATO, PTO, and kit items, child items are assigned to categories
just as all other items are. They are not necessarily assigned to the same
category as their parent items. That is, child items in the reports can be
under the same or different category as their parent items

Shipping KPIs
Shipping key performance indicators (KPIs) are described in this section.
KPI DeƒOnitions
Lines Shipped: Total number of sales order lines that have shipped.
Use this KPI to identify the volume of lines shipped for organizations and how they compare to the previous period. This KPI suggests whether warehouse activity is increasing or decreasing.


Lines Late to Schedule: (Total number of lines shipped late after the Schedule Ship Date on the sales order line / Lines Shipped) * 100
Use this KPI to determine which organizations have the best or worst shipping performance and which customer is impacted the most. This KPI shows whether the timeliness of shipments is worsening or improving.


Lines Late to Promise: (Total number of lines shipped late, after the Promise Date on the sales order line / Lines Shipped) * 100

Book to Ship Days: For all order lines, the average of (Shipped Date – Firmed Date). If a firmed date is not available, booked date is used. This KPI shows the average number of days between booking the sales order and
shipping the items
.

Use this KPI to determine an organization¡¦s cycle time from order booking to shipping. Select the KPI to view the report, which shows the cycle time by organization, inventory category, items, or customer to determine what is driving the cycle time or who is affected by it.

Past Due Schedule Lines: Number of booked sales order lines that are not yet shipped and where the Schedule Ship Date is earlier than the selected date.
Use this KPI to determine the current state of past due order lines. You can compare this KPI to the prior period to determine the fluctuation of volume in terms of lines and to see whether the trend is improving.

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