FormerMember

On Time Ship Metrics

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Posted By FormerMember

Greetings,

We are currently in Sage 500 Version. 7.4. 

Does Sage 500 have a user friendly On Time Ship and Current Late Units reporting ability besides exporting and filtering data in an excel spreadsheet? 

I am super new to Sage 500 so any advise or direction would be greatly appreciated.

Nick

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  • 0
    SUGGESTED

    As @JohnHanrahan said, providing specific details about what you need will help us to help you.

    Based on what you mentioned, you might want to try Sales Order>Insights >Explore>Sales Order Lines. You can filter based on the following combination:

    1. STATUS ... IS EQUAL TO ... OPEN
    2. PROMISED ... IS ON OR BEFORE ...<your cutoff date, likely the current date>

    Depending on how you are populating the field in "Enter Sales Orders and Quotes" you may want to substitute the REQUESTED or SHIP DATE field for PROMISED.

    • PROMISED: date you promised the order to the customer
    • REQUESTED: date that the customer has requested to take delivery 
    • SHIP DATE: date that the order is scheduled to be shipped
Reply
  • 0
    SUGGESTED

    As @JohnHanrahan said, providing specific details about what you need will help us to help you.

    Based on what you mentioned, you might want to try Sales Order>Insights >Explore>Sales Order Lines. You can filter based on the following combination:

    1. STATUS ... IS EQUAL TO ... OPEN
    2. PROMISED ... IS ON OR BEFORE ...<your cutoff date, likely the current date>

    Depending on how you are populating the field in "Enter Sales Orders and Quotes" you may want to substitute the REQUESTED or SHIP DATE field for PROMISED.

    • PROMISED: date you promised the order to the customer
    • REQUESTED: date that the customer has requested to take delivery 
    • SHIP DATE: date that the order is scheduled to be shipped
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