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Order to Ship Reporting - Managing On-Time and Delayed Deliveries/Shipments

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Hello all!

We are looking at streamlining the way we keep track of shipments within D365 Business Central. Essentially, we are wanting to track which orders are currently delayed, which are on-time, etc. We need to have this done in a way that allows us to track from the purchase order (vendor) to transfer order (we handle) to the sales order (client). Ultimately, we would want to compare the following:

Purchase Order side - view promised receipt date, expected receipt date, actual shipment date, posted receipt date to determine whether the delivery of goods to us is currently delayed or on-time
1. If expected receipt date > promised receipt date = delayed
Transfer order - view the shipment date and receipt date and compare against the shipment date on sales order (if receipt date > shipment date = delayed)
Sales Order - view promised delivery date, expected delivery date, actual shipment date, posted shipment date
1. If expected delivery date > promised delivery date = delayed

Additional Notes:

We would want to ensure that information regarding the involved freight carrier (aka agent), vendor, and client is all on the report to ensure we can track where the delays most often occur.
We will want a "ready to ship" status as well, along with tracking/filtering which orders are ready to ship and when (based on shipment dates I enter).
Report on "current" shipments, shipments that need to be arranged within the next two weeks, 30 days, 60 days, and 90 days.

Is there anywhere in the Dynamics that would allow me to report on any of this? Even if it a bit more minimal (no trigger points) but I am able to see all of these dates in one place and see the status of said shipments. We currently have D365 - Business Central; are there better modules for this?

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Dynamics 365 Business Central

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Community Member on at

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Kasandra,

First, if you are looking for a single report view, then Jet Reports will be the solution or Power BI. You then can combine the data into a single report view.

As for each of the 3 views:

Purchase - On the Purchase Order List, click the ALL and you should see Late Receipt view. Here you will see a list of all PO's Late based on Expected Receipt Date. As for the formula Expected Receipt Date > Promised Receipt Date, views are not comparing fields like the formula so you can show the field only. This formula is better served in a Jet Reports.

Transfer Order - You can only view the Transfer Orders Ship and Receipt Date and not compare to the Sales Order associated. This can only be achieved in Jet or Power BI.

Sales Order - Same as Purchase click on the Sales Order List, then create a Filter to show Late Shipments, as below. NOTE: Sales Orders use Requested Delivery Date. The Promised Delivery Date is on the Lines. This too will rely on Jet Reports or Power BI to combine information. However, you could also make a Sales Order List view filtered on the field Late Shipping = YES. This reads the Sales Line table of the order. You could ask the Partner to allow for the Sales Line List Page to be available and you can create filters there.

Since you are comparing information from Header and Lines and different documents (i.e. Transfer to Sales Order), using Jet Reports or Power BI would be the optimal solution.

Hope this helps.

Thanks,

Steve

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Guy-JM 95 on at

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I guess there is a strategic question around how you actually manage the process.

if you are using the planning worksheet to create the transfer and purchase orders to meet the sale demand, a reordering policy of order and the use of reservations will tie the supply and demand together.

if you then need to amend a date that negatively impacts the ability to deliver to your customer on time, the reservation will force you to update all dates and should force dialogue with the customer as you can’t just amend dates in the background.

You are moving into a world of exception management.

However, this is a more controlled methodology than you may be used to but is excellent if you are able to work in this way.

Use promised dates to recognise OTIF compliance when you are building reports.

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