Summary
The Sales Order Detail popup shows detailed line-by-line information for each order for the period for which it was opened.
The most common way to access it is by double-clicking demand history on the Forecast Manager summary chart.
There are 4 tabs of information - 3 for different views of your independent demand, and 1 for showing any dependent demand for the item.
By Item-Site Tab
This is the most commonly used tab. It lists each demand order for the period (e.g. the month you double-clicked on) in the grid.
The chart at the bottom left shows a breakdown of demand-by-day in the selected period, as well as a line chart of how your on-hand quantity changed over the course of that period as well, if StockIQ has history for that period.
The chart at the bottom left activates when you click on a particular row in the grid. It shows blue bars superimposed on the demand history for your selected hierarchy node, so you can see the pattern of purchases for that customer over time. With this, you can see if this is a regular customer of this item, sporadic, or even a one-time purchaser.
In the grid, there are many columns of information available, details for which you can see in the Open Sales Orders Screen help topic.
Auto-Created Demand Records
StockIQ will auto-create demand records in some scenarios. These will be annotated in the "Note" column to describe why they are present, e.g "Auto Created Demand in response to...." or similar.
The two most common cases are:
- Auto-Create a demand in response to a pending transfer, where this warehouse is the sending warehouse. An open transfer to a destination warehouse means we will shortly be picking inventory off the shelf, so the open demand record reduces available quantity. Once the transfer is marked as released when the inventory is pulled, StockIQ removes this record.
- Auto-Create a demand in response to an open workorder. If inventory is about to be pulled in order to issue inventory for a workorder, StockIQ records this to reduce available inventory until the workorder is marked as issued, after inventory is pulled.
Event Creation Shortcut
After clicking on a line in the Sales Order Detail, you determine that it is an exceptional order that should have an event created for it, there is a button to create an event in response to this specific sales order record. At the bottom of the screen, click "Create Event", and the Event Editor will open, prepopulated with information about this sale. You can just click Save and close the editor.
These events are strongly linked to the sales order that created them, so you can report on these in the events screen etc.
By Customer & By Customer By Day Tabs
These tabs are simpler, showing aggregations of your by-customer and by-customer-by day totals, ordered by which customer bought the most, and on which days.
Dependent Demand Tab
The dependent demand tab shows dependent demand history as calculated by StockIQ from the dependencies you have in place, e.g. the BoM, and any Hub/Spoke setups.
This derived information is shown in the grid:
- Customer Name - the name of the customer on the parent demand
- Parent Item - The parent item generating the demand, e.g. the assembly or spoke from which the dependent demand is coming
- Parent Site - The parent site from which that dependent demand is coming.
- Description - Description of the parent number
- Demand Date - The demand date for this dependent demand. This will typically be the parent demand - lead time to produce or ship the parent, using standard Net-and-offset logic.
- Quantity - The quantity of this dependent demand. This incorporates the quantity-per for any items in a BoM.
- Quantity-Per - The quantity-per-parent from BoM, e.g. 4 wheels per car.
- Structure Type - The type of link that generated this dependent demand, e.g. a BoM entry or a Hub/Spoke association.
- Source Order # - The specific Order # and Line # from which this dependency was created, so that you can reference the original demand.
Troubleshooting
- Item-Site tab independent demand detail as input from Sales Order file integration
- Totals may not match Forecast Summary graphs. The difference can be researched by picking the Line Status field from column chooser. Canceled orders will show in the detail but not in the summary total in Forecast Summary
- Depending on the data point clicked on Independent Demand or Dependent Demand will show
Tags/Metadata
Keywords: Demand, Order Detail, Sales Orders, Demand History