Figuring out purchase and sale order "shorts" ?
Has anyone developed a process using the existing DEAR Reports to calculate when sale and/or purchase order quantities are different than the received/fulfilled quantities, sometimes called "shorting" an order.
This is a key performance indicator (KPI) for some businesses.
Note: I have also posted the following feature request to hopefully make this an easy process someday. "Like" the feature request and add a comment to it if you would also like to see this implemented.
Need a report for purchase and sale order "shorts" (KPI for some businesses)
(this was posted on 31-Mar-2019)
Good news! DEAR report for analyzing shorts for sales (not purchases): Fulfillment Details Report
The Fulfillment Details Report includes all of the following as columns:
The one downside of the report is that it is slow. I would recommend customizing the columns you want using a one day range (e.g. 8/1/2019 to 8/1/2019) and then expand the dates once you have the range you want. You might not want to do more than a month range.
Then export to a spreadsheet and add a calculation to identify cases where the Quantity Ordered is different than the Quantity Picked (or Packed or Shipped).