Summary
The Open Supply Orders screen is made up of a simple grid with many columns in it. The grid contains your list of open supply orders, which is to say, any incoming supply that will replenish your warehouse (PO, Transfer, or Work Orders).
Most of these are pretty self-explanatory, but a few bear additional definition and clarification. These can allow you to use the Open Supply Orders not only as a report of what is late, but also as an expedite/deexpedite report.
Order Lines are shown in this report when the line's ErpLineStatus is any of: Open, On Hold, or Released.
Column Description
- Order Creation Date - Order Creation Date is the date the order document was created, either by your ERP system, or by StockIQ.
- Release Date - This is the date the order was actually released, versus when it was created. This can sometimes differ from the date the order was actually released/printed/sent/etc. to your supplier, if you have any admin delays internally.
- Expected Ship Date - When we expect the order to ship, recorded at order creation time and/or updated by your ERP
- Original Expected Ship Date - the original expected ship date recorded by StockIQ when the order was placed.
- Expected Dock Date - when this is expected to arrive on your shipping dock. Note this is not the same as when it is expected to be recieved and fully put away.
- Planned Receipt Date - When this order is planned to be put away, received, and ready for sale.
- Order # - The order number assigned to this order by your ERP System, aka the ERP Order #
- StockIQ Order # - the order number assigned by StockIQ at order creation time - if any. For most installations this will match the ERP Order #, but if your system requires using its own numbering sequence, it imght be different.
- Release Quantity - Release Quantity is the initial amount that was put on the PO, for example, 10 units.
- Remaining Release Quantity - the quantity that is yet to be received, such as if the supplier has sent a partial shipment. If you ordered 10, have received 6, then your remaining release quantity will show 4.
- Orig Qty Due - Similar to your release quantities, this column compares what amount you initially expected to arrive vs the amount that is yet to arrive. Most of the time this number will be the same as your "Release" quantity, but if you have an order yield that is not 100%, then you will sometimes order more than you actually receive. This can be common in grocery scenarios where you always lose some percentage of your order due to spoilage or damage en route.
- Remaining Qty Due - This column compares what amount you still have open, your Remaining Release Quantity, modified by your order yield percentage. Most of the time yield is 100%, but a non-100% yield can can be common in grocery scenarios where you always lose some percentage of your order due to spoilage or damage en route.
- $ Ordered - The $ Ordered column is based on the price you paid for this item on this PO (in case you had special pricing etc.) times the quantity you ordered, your Release Quantity. The Purchase Cost we have for this line can be seen if you add the Purchase Cost column.
- Remaining Open $ - The Remaining Open $ column is the same price that you paid, multiplied by your Remaining Release Quantity. The Purchase Cost we have for this line can be seen if you add the Purchase Cost column.
- Most Recent Date Shipped - If you have had any shipments against this order, then this column shows the ship date of the most recent shipment that has been made against this PO.
- Projected Out Of Stock - If your item is projected to be out of stock at any point between now and lead time, StockIQ will show you that date. Along with the "Worst Inventory Position" column (below) this allows you to prioritize which PO's you may want to try and expedite.
- Inventory Position - Your current inventory position. So, if you're seeing that you're in Excess, and/or projected to be in Excess at lead time, you may elect to see if you can cancel or de-expedite the PO and avoid an overstock situation.
- Inv. Pos @ LT - our projection of what your inventory position will be at the lead time of that part. So, if you're seeing that you're in Excess, and/or projected to be in Excess at lead time, you may elect to see if you can cancel or de-expedite the PO and avoid an overstock situation.
- Worst Inv. Pos - the worst inventory position (e.g. stocked out or excess) between now and lead time.
- In Transit Qty - Quantity that is in transit. This is calculated by subtracting the quantity received from the quantity shipped on your order - Quantity Shipped is a feed in the SupplyOrderLine data feed.
- In Transit $ - In transit quantity turned into a value by your purchase price.