Display Shipping Statistics

When you click Shipping, the Executive Information Summary (EIS) program displays these statistics:

Field Name

Displays

MTD shipments

Month/period column: Total gross value of all invoiced lines for the current month/period:

(Quantity shipped x Price) - Line discount

Actions that update this value:

  • Invoice a shipment with AR Invoice Register (RR)

Other columns: See below.

No of lines shipped late

Month/period column: Total number of invoiced lines that were shipped late during the current month/period:

Shipment date < Promised date, Adjusted promised date, or Wanted date

Note
The date used depends on your setting for the Use date P=Promised or W=Wanted? option in the System Options Maintenance (XM) program (Executive Information Options).

Actions that update this value:

  • Invoice a shipment with AR Invoice Register (RR)

Other columns: See below.

Value of lines shipped late

Month/period column: Total gross value of all invoiced lines that were shipped late during the current month/period:

(Quantity shipped x Price) - Line discount

Actions that update this value:

  • Invoice a shipment with AR Invoice Register (RR)

Other columns: See below.

No of lines shipped on time

Month/period column: Total number of invoiced lines that were shipped on-time or early during the current month/period:

Shipment date < Promised date, Adjusted promised date, or Wanted date

Note
The date used depends on your setting for the Use date P=Promised or W=Wanted? option in the System Options Maintenance (XM) program (Executive Information Options).

Actions that update this value:

  • Invoice a shipment with AR Invoice Register (RR)

Note
Sales orders processed with the One-Step Invoice Entry (RE) program are not included.

Other columns: See below.

Value of lines shipped on time

Month/period column: Total gross value of all invoiced lines that were shipped on time during the current month/period:

(Quantity shipped x Price) - Line discount

Actions that update this value:

  • Invoice a shipment with AR Invoice Register (RR)

Other columns: See below.

Number of substitutions

Month/period column: Total number of substitutions on invoiced lines during the current month/period

Actions that update this value:

  • Invoice a shipment with AR Invoice Register (RR)

Other columns: See below.

Cost variance on subs

Month/period column: Total cost variance for substitutions on invoice lines during the current month/period:

(Substitute item standard unit cost  - Original item standard unit cost) x Quantity shipped

Actions that update this value:

  • Invoice a shipment with AR Invoice Register (RR)

Other columns: See below.

Deposits applied to shipments

Month/period column: Total amount of deposits applied to invoiced shipments during the current month/period

Actions that update this value:

  • Apply a deposit in Sales Order Maintenance (OE) or Sales Shipment Confirmation (OC), and invoice the shipment with the AR Invoice Register (RR)

Other columns: See below.

Column heading:

Year-to-date
This month last year
Last month
Enterprise
Enterprise YTD
Last year total
Last YTD

For each category of statistics:

Total for the year-to-date
Total for the current month/period last year
Total for the last month
Month-to-date total for the enterprise
Year-to-date total for the enterprise
Last year total (end of year) for the enterprise
Last year's year-to-date total

  1. (Optional) Highlight a shipping statistics category and click Detail to display details:

Shipping Statistics

See

MTD shipments

Display Shipments

No of line shipped late, Value of lines shipped late, No of lines shipped on time, or Value of lines shipped on time

Display Shipment Deliveries

Number of substitutions and Cost variance on subs

Display Sales Substitutions

Deposits applied to shipments

Display Shipment Deposits

Click OK to return to this screen.

  1. Choose the appropriate options:

To

Do This

Print the displayed data

Click Print. See Print an Inquiry.

Display shipment details

Highlight a category and click Detail or double click the line.  See step 1.

Display items that have not shipped, number of days late, and line extension

Highlight a category and click Backlog. See Display the Shipping Backlog. Click OK to return to this screen.

Display shipments that have been confirmed but not yet invoiced

Highlight a category and click Confirmed. See Display Shipments. Click OK to return to this screen.

Display open orders by period

Highlight a category and click Open stats. See Display Open Sales Orders. Click OK to return to this screen.

Exit shipping statistics

Click OK. See Display Executive Information Summary Statistics.

Exit and return to the menu

Click Quit.