There are close to 100 different columns of information available in the Supply Order Line grid. Everybody has the 15-20 or so that are key for them.
Many of them are self-explanatory, but here are some details on some of the columns which bear additional explanation:
Order Quantities
IMPORTANT: All quantities and measures are expressed in terms of your stocking unit of measure NOT the purchase unit of measure unless specified otherwise specifically for the vendor. Your PO will be converted to the purchase UoM and price when sent to the ERP, but in StockIQ, all data is shown in terms of your stocking UoM.
Order Qty: Order Qty is the amount you are proposing to order, and is editable by you, so you can adjust your order size. You can use the "Fill Down" context-menu on this column to synch quantities if you wish. This is expressed in terms of your stocking unit-of-measure (UoM), NOT the vendor's UoM.
UoM - Your stocking Unit of Measure.
Raw Release Quantity: is a representation of what StockIQ would have ordered in the absence of any outside requirements like mins, maxes, multiples, and EOQ's - it represents how far below safety stock your item would be projected to run without placing a new order. It can be useful as a reference guide to know if perhaps you can defer your order juuuust a bit, particularly when you have mins or multiples that are very large in comparison to your actual needs.
If your Raw Release Quantity is substantially different from your Order Quantity, check for:
- Large minimum
- Large Multiple
- Large EOQ
- Supplier "Order Smoothing" being enabled.
Raw Firm Quantity: This allows you to get a sense of what quantity in your order is due to firm customer requirements and/or need to get back into a safety stock position. This can be helpful to prioritize the orders you are making if you have constrained ordering, so that you can be sure to place your orders where a customer is actually waiting on product, or where the item is in immediate need to get back into a SS position first, ignoring demand that, as of yet, is only forecasted.
Purchase Quantity: Your order quantity expressed in terms of the vendor's Purchase UoM. This field is editable and will sync with your order quantity.
Purch UoM: Your purchase Unit of Measure.
Stocking UoM/PurchaseUoM: The conversion between your stocking UoM and Purchase UoM. If you stock in EA but purchase in CAS-12, the conversion would be 12.
Days Of Supply & Margin
Prj Days Supply: Short for "Projected Days Of Supply At Lead Time", this column shows the projected days of supply at lead time based on your Projected Actual Available, e.g. if you ignore any suggestions from StockIQ. The days is based on your forecasted usage at lead time. (see Usages section below)
Order DoS: Shows the number of days represented by your order quantity. This column is editable, so you can type in a desired order days of supply, and StockIQ will back-calculate the quantity to order, and then adjust for any mins and multiples you must honor. The days is based on your forecasted usage at lead time. (see Usages section below)
Prj DoS on Arr: Short for "Projected Days of Supply On Arrival", this column shows the projected days of supply for your item *including* the order quantity currently displayed in your Order Qty column. This column is editable, so you can type in a desired order days of supply, and StockIQ will back-calculate the quantity to order, and then adjust for any mins and multiples you must honor.
Generally, the Prj Days Supply + Order DoS columns should add up to the Prj DoS on Arr column.
The days is based on your forecasted usage at lead time. (see Usages section below), so:
Prj DoS on Arr = (Projected Actual Available @ LT + Order Quantity ) / Daily Usage At Lead Time
Prj Days Cycle Stock: Your projected days of cycle stock that you'd have on the day your order would arrive NOT counting your projected order amount. Cycle Stock is the amount of stock that you are expected to cycle through. In this case, CycleStock = Projected Actual Available - Safety Stock, and then that is converted to days based on your forecasted usage at lead time.
Effectively, this number tells you how many days above or below your safety stock level you are expected to be at lead time, ignoring the order you're proposing to place.
Projected Days Cycle Stock On Arrival - Similar to the Projected Days of Supply on arrival, this shows a days of cycle stock expected on the day of your order's arrival, *including* your proposed order quantity. This value is in work days, not calendar days
Margin - This is the amount of margin you expect to make on this purchase -- the sale price minus what you are paying the vendor along with the quantity.
Adjusted Margin - This is the margin you'll make on the product, MINUS the effects of holding cost. The quantity used for holding cost is the amount of inventory projected to be on-hand when this order arrives. So, if the order will arrive and a large amount will immediately go out again, there's nearly no holding cost. However, if the quantity arriving will be held for a long, long time, it will erode your profit/margin, potentially even below zero. Lines with negative adjusted margin will show a warning, and can even be excluded from your order in the Global Replenishment Settings
Usages
Historical Daily Usage - Historical actual daily usage, as described in the Daily Usage article
Current Daily Usage - daily usage from current forecast out to lead time, as described in the Daily Usage article
Daily Usage @ LT - forecasted daily usage at lead time, as described in the Daily Usage article.
Historical Monthly Usage - The historical daily usage represented in terms of a monthly usage. This is your historical daily usage, multiplied by the average workdays per month in your configuration.
Current Monthly Usage - The current daily usage represented in terms of a monthly usage. This is your current forecasted daily usage, multiplied by the average workdays per month in your configuration.
Monthly Usage @ LT - The daily usage at lead time, represented in terms of a monthly usage. This is your daily usage @ LT, daily usage, multiplied by the average workdays per month in your configuration.
Order Decision Support
MOQ Ratio - Shows the MOQ Ratio, aka min-order-quantity ratio, which is the ratio of what you really needed - the raw requirements, as compared to your order mins and mults. This can be useful if you have a low usage item with large minimums, where you may NOT want to order if the ratio of what you need to what you must order is too low. Settings to automate adding (or not) low MOQ ratio items to your order can be controlled in the Supplier Settings
Period To Date % Of Forecast - Show what percent of forecast you have achieved with current period actuals. for example, if you have sold 40 units this month on a monthly forecast of 100, you are at 40%.
Current/1/2/3 Period Ago Actuals - Shows actuals for current period and a few periods back, for a quick visual of recent demand. Use this along with the forecast chart tab at the bottom of the screen.
Dates & Lead Times
Expected Ship Date: When it is expected that this order would ship, based on lead time. Note that if you have specified your CoverageMode as "Ship Date", StockIQ starts from your ship date and calculates release and receipt dates based on this anchor date. You can use the "Fill Down" context-menu on this column to synch quantities if you wish.
Planned Receipt Date: This is the date that the order is expected to be fully received and put away on the shelves, ready for sale. This includes all portions of lead time - Admin, Manufacturing, Shipping, and Putaway. You can use the "Fill Down" context-menu on this column to synch quantities if you wish.
Projected Out of Stock: If populated, then we are projecting that this item will stock out before the order can arrive. This line will also show an empty red thermometer in the Projected Inventory Position column. This specific date allows you to sort by the projected date of outage, and possibly help prioritize your ordering, especially if you have to be aware of supplier capacity issues.
Oldest Unfilfilled Firm Demand Date - Date on the oldest unfulfilled firm demand for this product. This can be either directly an order for this item, or, if the item is a component, the date corresponding when *this* item would be needed based on the demand date for a firm demand on a parent assembly.
Planning LT - Your end-to-end planning lead time for this product. This can be modified by the Expedite Wizard if you happen to have expedited lead times
Ship LT - The shipping lead time for this product
Expedited Ship LT - If available, the lead time for an expedited shipping method, such as air freight vs sea freight
Costs and Prices
Supplier Cost: Standard supplier cost, e.g. what you pay, in terms of your Stocking UoM, to get this item. This is not editable.
Purchase Cost: What you are purchasing this set of inventory for. This is often the same as your Supplier Cost, but can be different if you have special pricing such as pricebreaks etc. This field is directly editable by the user. You can use the "Fill Down" context-menu on this column to synch quantities if you wish.
Holding Cost: Our calculation of the holding cost for the quantity you're proposing to buy, based on the purchase cost and your percent holding cost from the EOQ setup.
Purchase Cost Status: This displays if the Purchase Cost has been modified due to item-level pricebreaks or not. When an item has price breaks, a note will also appear at the bottom of the grid with more info on what StockIQ has/has not done, and you can also view the Pricebreak Analysis popup for more information.
- $ icon - this indicates that your order quantity was increased due to taking advantage of a pricebreak
- (dot) icon - this indicates that item-level price breaks are present, but your order quantity was not modified to take advantage of a higher break level (you may still have a pricebreak active at the quantity being ordered, we just did not specifically order MORE to get a larger discount)
- (no icon) - there are no price breaks present for this item.
Purchase Quantity Cost: The cost of one unit in your supplier's unit of measure, e.g. if you stock in EA put purchase in CASE-12, this is the cost for one CASE-12. This field is editable and will sync to the Purchase Cost also.
Landed Cost: This is an estimate of the landed cost of your products, based on data you provide. The first fact you can provide is the "Import Tax %", for things such as tariffs, duties, and any other taxes. The second fact is your expected freight cost. Once you select a container and do container loading, if you have provided a shipping cost for your container, we will calculate an estimated freight cost for each line in the order. The per-unit freight cost will be added to your Landed Cost.
Line Landed Cost: Total cost of your order quantity landed cost
Margin: Standard margin, based on your standard price, and the Purchase Cost that you're paying, i.e. (Standard Price) - (Purchase Cost).
Landed Margin: Margin, but with (StandardPrice) - (Landed Cost)
Adjusted Margin: This is your Landed Margin, with further margin subtracted by the expected holding cost of your order quantity that is remaining by the time this order arrives. If your adjusted margin is negative, StockIQ will warn you that this purchase may in fact cost you money instead of making it.
Import Tax %: The sum of all import taxes and other fees that you must pay for getting this item to your destination. This is based on Item-Site-Supplier combo, since different suppliers from different countries may have different import rates to warehouses/sites in different countries, and certain items are subject to different duties as well.
Country Of Origin: This is an FYI column for country of origin, to help check import taxes and other factors you may need to consider for your PO creation.
Unit Freight Cost: Estimate of the average cost to ship one unit of this project, based on the container's shipping cost and the limiting factor of your current container load. (This column is blank until you select a container and do container loading). This unit freight cost is added to your landed cost so it can be used in your adjusted margin calculations.
Line Freight Cost: Estimate of the cost to ship the order quantity on this line.
Manufacturing Quantities
Available To Build: When you are looking at an item from a manufacturing supplier, this column shows what amount of this product can be built based on available components at the lead time for that assembly.
Available To Promise: This the quantity of the item that you can promise to a customer based on what you have on hand, plus the Available To Build of that item.
Supply and Demand
On Demand Quantity - Quantity of Open Demands (open firm customer orders) for this item-site.
Earliest Demand Date - Date of the oldest open demand, either directly for this item, or an offset-value from any dependent demands that remain open for that item.
On Order - Open supply order quantity on open lines (the portion yet to be received, e.g. incoming supply).
In Transit Quantity - This is the sum of all the in transit quantity on all open supply order lines for this particular item-site. In-Transit quantity on a given supply order line is calculated by taking (Quantity Shipped - Quantity Received), where Quantity Received is calculated by looking at (Release Quantity) - (Remaining Release Quantity). Quantity shipped is determined by IncomingShipment records when available, or the SupplyOrderLine.QuantityShipped field when not.
Transfer Quantities
There are several columns dedicated to showing you what you have available at other locations to transfer to your site. The Substitutes tab will show you more detail about which of those quantities may be advantageous to use.
Note that all of these columns are modified by your Alternate Site settings in System Configuration, and may or may not be adjusting the quantity shown to protect safety stock at the sending location. Check out the "... To Transfer" topic for more explanation on these columns.
Src Whs On Hand To Trx: Populated when you are making a transfer from a "Warehouse" type supplier, this shows what is On Hand To Transfer at your warehouse. This is either the quantity on hand at your source warehouse, or the On Hand - (some portion of safety stock) in order to protect the warehouse's own operations.
Src Whs Avl To Trx: Populated when you are making a transfer from a "Warehouse" type supplier, this shows what is available to transfer at your warehouse, based on Available Quantity at the source warehouse. Like the On Hand To Transfer quantities, it may be your pure available quantity or Available Quantity - (some portion of safety stock) in order to protect the warehouse's own operations.
Src Whs Prj Avl To Trx: Same as the columns above, except based on your Projected Available. Projected available includes all sources of demand and supply as you see on the order schedule, whereas current available is only on hand minus open orders.
Src Whs Excess To Trx: Shows how much excess is available at your sending warehouse
Src Whs Avl To Build: If the source warehouse has as its primary supplier a manufacturing supplier (e.g. this is where you build and assemble product), then this will show how much you can build of this item from componentry currently on hand. Including this amount in your Src Whs Avl To Trx is an option in the Substitutes configuration.
Src Whs Avl To Promise: Available To Promise (On Hand + Buildable) at the source warehouse.
All Whs On Hand To Trx: Same as your Source warehouse on-hand-to-transfer, but for all sites, not just the one from which you currently selected as your ordering source.
All Whs Avl To Trx: Same as your Source warehouse available-to-transfer, but for all sites, not just the one from which you currently selected as your ordering source.
All Whs Prj Avl To Trx: Same as your Source warehouse projected-available-to-transfer, but for all sites, not just the one from which you currently selected as your ordering source.
All Whs Excess To Trx: Same as your Source warehouse excess-to-transfer, but for all sites, not just the one from which you currently selected as your ordering source.
Substitutes
Substitutes Count - A count of all substitute lines found
Recommended Substitutes Count - How many substitutes that were found that are recommended by StockIQ as being a sensible choice.
Site Groups
Site Group - Shows which site group this item/site is in, if any
Site Group Inv. Pos- Shows the inventory position of this item within its site group. For example, while an item might be stocked out in warehouse A, within its site group, it might simply be below panic point, or even in excess.
Site Group On Hand - Shows total on hand within your site group
Site Group Avl. Qty - Shows total available within your site group.
Supplier Cost Change
Next Supplier Cost - Shows the next/upcoming supplier cost change, if any. See Supplier Cost Changes Settings
Next Supplier Cost Date - shows the date of that supplier cost change, if any. When this cost change gets to within 14 days, StockIQ will show a warning that the cost change is coming up shortly to help make you aware.
Blanket PO's
ERP Blanket PO#- Shows the currently selected blanket PO against which this release will be cut. You can change this in the Blankets Tab using the Clear/Assign buttons. If you are using the "Release From Blanket Only" mode (see Supplier Settings Overrides), the oldest blanket purchase order line is automatically assigned to your Order Quantity, even if there is more than 1 blanket purchase order line available for your item-site. Note: Even if you are on "Release From Blanket Only" mode, if you are manually adding a line to the order, you must then manually assign which blanket you would like StockIQ to use
SIQ Blanket PO # - Order number given to this Blanket PO at creation time, if it was created in StockIQ.
ERP Blanket Line # - ERP Line number given to this BPO Line
SIQ Blanket LIne # - Line number given to this BPO Line at creation time, if it was created in StockIQ.
On Blanket PO- This is the sum of all open blanket PO line quantities for the selected item