Exercise: Shipment Performance

1 Use Shipment Performance Control (7.9.17.24) to enable shipment performance for sales orders.


Field	Data
Enable Shipment Performance	Yes
Measurement Sub Type	Perf
Enter Reason Codes in Workbench	Yes
Include sales Orders	Yes

2 Use Performance Controls Maintenance (7.9.17.1) to monitor shipments to a customer 10C1002.


Field	Data
Customer Source	SO
Ship-From	blank
Receive Address	blank
Item Number	blank
Enable Shipment Performance	No

b Enable shipment performance for customer 10C1002. Shipments performance is tracked for shipments of any item from any site to the customer.


Field	Data
Customer Source	SO
Ship-From	blank
Receive Address	10C1002
Item Number	blank
Enable Shipment Performance	Yes
Transit Lead Time	0
Include Sales Orders	Yes

3 Use Time-Based Status Code Maintenance (7.9.17.3) to create the following time-based status codes for measuring shipment performance.


Status Code	Description	Minimum Early	Maximum Early	Minimum Late	Maximum Late
01	On Time	0	0	0	0
02	One Day Late			1	1
03	One Day Early	-1	-1
04	Two Days Late			2	2
05	Two Days Early	-2	-2
06	More Than Two Days Late			3	999
07	More Than Two Days Early	-999	-3


Field	Data
Status Code	01
Description	On Time
Customer Source	SO
Ship-From	blank
Receive Address	blank
Item Number	blank
Active	Yes
Acceptable	Yes
Track By	Days
Minimum value	0
Maximum value	0

Set time-based status codes for measuring shipment of one day late, one day early, and so on.

4 Use Quantity-Based Status Code Maintenance (7.9.17.6) to create the following quantity-based status codes for measuring shipment performance.


Status Code	Description	Minimum Under	Maximum Under	Minimum Over	Maximum Over
01	In Full	0 (zero)	0 (zero)	0 (zero)	0 (zero)
02	Over Up To 10%			1	10
03	Under Up To 10%	-10	-1
04	Over More Than 10%			11	999
05	Under More Than 10%	-999	-11


Field	Data
Status Code	01
Description	In Full
Customer Source	SO
Ship-From	blank
Receive Address	blank
Item Number	blank
Active	Yes
Acceptable	Yes
Track By	Percent
Minimum value	0
Maximum value	0

Also set quantity-based status codes for measuring quantity deviation.

5 Use Reason Codes Maintenance (36.2.17) to create reason codes for shipment performance history.

• Use ShipTime as the reason type for time-based reason codes.

• Use ShipQty as the reason type for quantity-based reason codes.


Field	Data
Reason Type	ShipTime
Reason Code	Trans SC
Description	Transportation Schedule

Reason Type	ShipQty
Reason Code	Inv AC
Description	Inventory Accuracy

6 Use Generalized Codes Maintenance (36.2.13) to create a line category.


Field	Data
Field Name	line_category
Value	Expedite
Comment	Expedite Order

Create and Modify Shipment Performance Transaction Records

We create a sales order and ship the order two days early. Then we modify the performance transaction record.

1 Use Sales Order Maintenance (7.1.1) to create a a confirmed sales order.


Field	Data
Sold-To	10C1002
Required Date	Today + 2 days
Site	10-200
Line	01
Item Number	02002
Qty Ordered	10
Category	Expedite

2 Use Sales Order Shipments (7.9.15) to ship the sales order.

3 Use Shipment Performance Data Maintenance (7.9.17.13) to review the shipment performance data and add a reason code to specify why the order was delivered early.

1 Use Shipment Performance Report (7.9.17.15) to view the performance of shipments to the selected customer.