Performance Measurement
Operations Plan includes programs that report on actual vs planned sales, inventory, and production performance.
At the departmental level, sales and marketing managers want to know how accurately they forecasted sales. Inventory managers want to know whether actual balances were in line with target levels. Production managers want to know whether actual production met the projected requirement. At the corporate level, master schedulers want to see global and site-level family and end-item sales, inventory, and production.
After you have rolled up end-item changes to the family plan, you can use several inquiries and reports to track performance in these areas.
Reviewing Actual vs. Planned Sales
• Sales Data Inquiry (33.19.1) shows sales forecasts, actual sales, and variances for individual item-sites. You can use this inquiry for both family items and end items. You can view quantities by week or fiscal period and in any item unit of measure.
• Sales Data Report (33.19.2) shows the same information for ranges of items, sites, and planning periods.
Reviewing Actual vs. Planned Inventory
• Inventory Data Inquiry (33.19.4) shows target inventory, actual quantity on hand, and variances for individual item-sites. You can use this inquiry for both family items and end items. You can view quantities by week or fiscal period and in any item unit of measure.
• Inventory Data Report (33.19.5) shows the same information for ranges of items, sites, and planning periods.
Reviewing Actual vs. Planned Production
• Production Data Inquiry (33.19.7) shows production due, actual production, and variances for individual item-sites. You can use this inquiry for both family items and end items. You can view quantities by week or fiscal period and in any item unit of measure.
• Production Data Report (33.19.8) shows the same information for ranges of items, sites, and planning periods.
Reviewing Global Actual vs. Planned Performance
• Performance Inquiry (33.19.13) shows actual, planned, and variance quantities for sales, inventory, and production. You can use this inquiry for both family items and end items. You can view quantities by week or fiscal period, and in any item unit of measure.
• Performance Report (33.19.14) is similar but shows information for ranges of items, sites, and planning periods.
Note: An enhanced .NET UI version of this report is available on menu 33.19.38.