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Open Sales Orders

Updated

Summary

The Open Sales Orders screen provides details on any open sales orders and open demands in your system (open transfers or work orders). 

Column Description

  • Alert Priority (bell) - indicates if there is an alert associated with this order. Typically, this will only be the case if the order is still open and is late in delivery, e.g. a backorder.
  • Alert Status - indicates if the alert has been suspended or not.
  • Item Code - the item on this order, which will usually match the item that you clicked on. 
    • NOTE: if you're looking at a higher level of the hierarchy, you might see a mix of product numbers
    • NOTE: if you have ItemSiteReplacements, you might see sales from a replaced item here too.
  • Site Code - the warehouse in which the demand occurred.
  • Order Number - the order or invoice number associated with this demand.
  • Customer Code - unique identifier for the customer entity that bought the item.
  • Customer Name - the name associated with the customer.
  • Ship To - customer ship-to unique identifier for the customer's specific location to which inventory was sent.
  • Ship To Name - the name associated with that ship-to location.
  • ABC - the ABC Code.
  • State - the state where the customer-ship-to is located, if available.
  • Quantity - the demand quantity (compare to open quantity below).
  • Demand Date - this is the date being used to bucket the demand.  Usually this is something like the date the order was received but can also be a ship date or a customer requested-by date.
  • Demand Type - shows the type of demand, usually "Sales Order."  
    • NOTE: if you have created Actual Adjustments, you will see "Actual Adjustment."
    • NOTE: pending transfer orders or pending work orders will show "Transfer Order" and "Work Order" respectively.
  • Line Status - tells you if the order is open, released/shipped, closed, or on hold.
  • Date Ordered - the date the order was created, if available
  • Requested Ship Date - date the customer requested shipment, if available.
  • Required Date - customer required date, if available.
  • Open Quantity - how much of this order is still open and unfulfilled. Usually, zero for historical data.
  • Open Balance - the open quantity converted to a currency value.
  • Days Until Due - how many days until the order is due, according to Required Date, Requested Ship Date, or Demand Date, in that order of checking.
  • Days until Next Fulfillment - how many days until you'll be able to fulfill more quantity on this order, based on incoming supply expected dock dates. If you have enough on hand currently, then it will show today's date. Fulfillment is assumed to be FIFO based on order date (see below on Fulfillment).
  • Days Until Fully Fulfilled - how many days until you will be able to completely fulfill this order, based on incoming supply expected dock dates. This can differ from the days until next fulfillment if you don't have enough on the next PO to completely fill this order (and all other orders).  
  • Quantity Shipped - Quantity shipped on this line, if available.  
    • NOTE: if available, you can click on this number to see shipments (invoices) against this order to have a look at service level.
  • On Hand - your current on-hand quantity of this item (NOT the on-hand on the day the item was ordered).
  • Available Quantity - your current available quantity of this item (NOT the available qty on the day the item was ordered).
  • Invoice Price - per-unit cost paid by the customer on this order, if available.
  • Invoice Cost - per-unit cost of inventory shipped on this order, if available.
  • Is Exceptional - indicates if this order was marked as exceptional in your ERP. Exceptional orders have events auto-created for them by StockIQ.
  • Usage Pattern - the current usage pattern for the item.
  • SIQ Order # / ERP Order # - lists the supply order placed against this sales order if there is a line-item buy-to-order style one-for-one ordering going on (this is not common).
  • Note - Any notes about this demand line, if there are any from the ERP.
    • NOTE: if you are doing customer demand mapping of any kind, StockIQ will usually add a note to tell you where the demand was moved FROM.
  • Next Fulfillment Date - when StockIQ believes you'll next be able to fulfill some quantity on this order, based on incoming supply dates. StockIQ assumes you are filling orders in a FIFO basis, based on Order Date of the sales order. If you have enough on-hand to cover the order, then the date will be today's date (see below on Fulfillment).
  • Date Fully Fulfilled - date that StockIQ believes the order will be fully fulfilled, based on incoming supplies.

Context Menu

  • Inventory Snapshot - provides item-site attribute information.
  • Forecast Chart - a visual of the item-site forecast, this is the same as what you would see in the Forecast Manager.
  • Sawtooth Chart - the sawtooth diagram for this item-site.
  • Item-Site Notes - allows you to view or add an item-site note that are on this item.
  • View Shipments - allows you to view the outgoing shipment data, if available. 
  • Drop Ship Wizard - allows you to access the drop ship wizard dialog, for more information about how to use it, see the Drop Ship Wizard article. 

When the item-site row has an alert present, you will see some additional options to manage the alert; for more on how to manage alerts, view the Alerts topic, and for more on the alert specific to this page, view the Backorders Alert topic.

Detail Tab

Sales Order Fulfillment Detail

StockIQ will provide you estimates on when we believe that a given sales order line can be fulfilled.

In addition to the 4 "Fulfillment" date and days columns in the grid, when you click on a sales order line in the upper grid, StockIQ will display fulfillment estimates for your sales order line in the bottom grid. 

In order to determine which supply orders will fulfill which sales orders, StockIQ sorts the sales orders by the following rules:

  1. Date Ordered
  2. Demand Date (e.g. a required date optionally, if there is one)
  3. Order Number (which one was entered first in the ERP)
  4. Line Number (in case the same item is on the same sales order twice)

Then, StockIQ will process the supply orders in order to see how they will be fulfilled by a combination of on-hand quantity, and incoming supply orders.  If a given supply order is insufficient to completely fill a sales order (or there isn't enough quantity left on the supply order that hasn't been consumed by other sales orders), then it will not completely fulfill the sales order, and SIQ will look for subsequent orders.

In the lower grid within the sales order screen then, you will see all sources of inventory that StockIQ estimates will be able to fulfill your sales order, at what quantities, and on which dates.

Display Options

Using the Display options in the top-right of the screen, you can opt to include Closed Orders in this view as well. As a note, this can take some time to run, since there are, by default, 4 years of sales history in the system.

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