What I did was create a BAQ against the PO Receipt lines. A column was to calculate the due date vs the receipt date and then a on-time logical column based on standard criteria.
As an example if the company standard is within 0 days early and 2 days late the like was set to ‘O’ else if Early then ‘E’ and if Late then L.
Then using the BAQ created a dashboard with a supplier filter and receipt date cutoff.
Three panels on the dashboard (on-time receipts, Early receipts and Late receipts).
Average late (average of days late. Might need work as you may want to have “early” receipts count as 0 days late, or weight it based on qty. Right now, getting 1 pc 10 days early, and 49 pcs’ 10 days late, averages to 0 days late).
Max days late
I can post the BAQ and SSRS report (just realized you’re E9, sorry).
Edit: Even though you’re E9, I could export the BAQ’s SQL statement, and you could see what I did there, and try to duplicate in E9’.
The data is starting to come together, just having a few problems with the running totals for:
“Received Qty Running Total” and the “Quantity short” calculation…
I probably could if I still had access but I don’t.
It should be fairly simple though. POReceiptDetail to PORelease to PODetail to POHeader to Vendor
Create a calculated field calculating the number of days between the PO due date on the PO release and the PO Reecipt.
Create a calculated field if the number of days creates an “E,L or O” field depending on your on-time standards such as:
IF NumofDays <=0 then (Early Standard) Then “E”
ELSE IF Num of Days >= (Late Standard) Then “L”
ELSE “O”
From there you can build the dashboard panels filtering on the calculated field you created for the code. Or just have one on-time panel color coded based on the field code.
When I did this for a client they were measuring other metrics already and they had the SRM module, which provides fields for rating On Time, Quality and other things. Their metrics had some flexibility one if something was On Time or not. They wanted the On Time, Quality and other ratings to auto update. So we setup a few BPM’s on Receipt Entry and DMR processing and others to calculate the Rate per their definition and then a Dashboard to show all results. They wanted to then send out a Supplier Rate Report once a quarter with comments. So we setup a Memo Category for ‘SRM’ and they would enter SRM Memo’s in Supplier Entry throughout the quarter. We then created the SSRS report to pull all the data per the Date Rate parameter which included all the SRM memos.
Theses “flexibilities” are usually realized once you start to answer their questions with your own.
Purch Mgr: “It needs to show how many days late the receipt was”
Me: “How should we handle incomplete shipments?”
Purch Mgr: “What do you mean?”
Me: “Say the order was for 100 due on the 5th, and we receive 95 on the 4th, and the last 5 on the 7th. Was that on time? Mostly on time?, or All late? And what if we’re still waiting for those last 5?”
