Open Customer Order Book dashboard
The Open Customer Order Book dashboard is the starting point for your analysis of the open order book. You can gain valuable insights and find issues in the order process that are related to planned open orders that are overdue, on stop, and with stock issues.
Analysis of open orders by planned date can help you understand the open amount (line amount not yet invoiced) in combination with stop codes and line status to help identify overdue items with no stock and stop codes.
The data is displayed using time, looking forward and backward from a week or date, thus creating a time interval for your analysis. When analyzing at week level, the current week number and the company currency are displayed on the dashboard. When analyzing at date level, the start date of the selected week and the company currency are displayed on the dashboard.
Reports and KPIs
The dashboard contains these reports:
- Overdue Stock Analysis - Date
- Overdue Stock Analysis - Week
- Stop Code Analysis - Date
- Stop Code Analysis - Week
In the dashboard, the report titles displayed are Overdue Stock Analysis and Stop Code Analysis.
- Line Amt
- Overdue Line Amt
- Order Value
- No. of Stopped Order Lines
- Order Qty
These KPIs use the Planning date as the date basis for analysis and the Sum aggregation. Amounts are expressed in the company currency.
Currency information is also displayed on the dashboard.
Filters
- Facility
- Warehouse (Config. 1)
- Week for Report Interval Basis
- Sales Organization
- Customer Geography
- Customer Order Type
- Customer Orders
- Overdue
- View (Config. 1)
By selecting Yes in the Overdue filter, you can limit the data displayed in the reports to planned date < latest extraction date and line status < 65.
The Customer Orders filter is a mandatory filter that is defaulted to Open Orders to limit the analysis to customer orders that have line status <= 64.
The Week for Report Interval Basis filter is a mandatory filter that is defaulted to current year and current week number. In the Week for Report Interval Basis filter, you can select a Year and a Week of Year to filter the data displayed in reports and KPIs. The reports and KPIs on this dashboard use the selected Week of Year as basis for previous and succeeding weeks or dates for your analysis. The interval of weeks or dates depends on the values defined in the global variables. See the Variables section in Infor M3 Analytics for M3 CloudSuites Administration Guide. The Year filter shows up to current year + 1.
The View filter is a mandatory filter that is applied in the dashboard to enable switch of report view to week and date. It is defaulted to Week.
Drill across
- From Overdue Stock Analysis, you can drill across to the Order Supply Chain dashboard.
- From Stop Code Analysis, you can drill across to the Customer Order Stop dashboard.