What is the best report to run in Epicor to compare schedule Due date vs. Actual Ship date for Sales Orders in Epicor?

Dear folks,

I have a request to display statistics for the original ship date (promised and communicated to the customer) vs. actual ship date (when we physically shipped it), for all the months of the year.
Is it possible to have that statistics.
What I know so far is this field doesn’t keep historical data for each change done for specific SO, correct?

Please advise.

Thank you,
Rhythem

As much as this probably isn’t helpful, we had the same question. We created a UD field and set it using a BPM that holds the “original” promise date so that we can still move the Ship By date to keep materials planning properly. We did the same thing for POs, also. There was already a field to use there… so we just created a BPM to set it automatically.

not following.

This field does not keep a history of each time it was updated or what it was originally set to. You can “monitor” it using the ChangeLog… but it’s not going to be very helpful for tracking statistics like you mentioned. So as a proposal going forward, I was suggesting you consider creating a User Defined field on the Sales Order release and use it to store the original Ship By date for statistics.

Do you know if you’ve got the Ship By date being tracked using the ChangeLog? If so, you could get the original date - but it would take a little doing. But once you had it, you could use it to compare against the actual ship dates.

It makes sense to me now. Perfect, I will have a look into this.

Thanks Dan