Analyze delivery schedules

In this procedure you can analyze the "snapshot" (from when the delivery schedules were imported and transferred), which shows differences between the delivery schedules and the order backlog.

The purpose of this procedure is to give you the ability to subsequently find out what has happened, and with the help of the information in the list you are able to find reasons for the result of the transfers.

In a simplified way, you can say that there are two categories of changes:

  • The changes that were made, that is, which order rows were deleted, which were created, which were changed regarding quantity and how many.
  • The changes which were not made, that is, what e.g. was within the frozen period and therefore was not inclluded in the transfer.

There are no available list types in the procedure, but the standard list type is available in three presentations:

  • Not grouped
  • Grouped by delivery date – Where the delivery date is loaded from calls in the delivery schedule.
  • Grouped by delivery date/order date – Where the delivery date is loaded from calls in the delivery schedule, or from customer order row in MONITOR.

For the two grouped presentations you can select to group by day, week, month, quarter, or year. That is, how long period of time the grouping should comprise.

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.