Fulfillment Operations Control Report

Purpose: Use this report to review the flow of Fulfillment orders (orders that match the Fulfillment Order Type (J36) system control value) from entry through shipment for a period of time.

This report is broken into separate areas of information:

• order control: beginning order totals and ending order totals

• shipment summary: shipped totals

• open order summary: open/held order totals, open/held backordered totals, open/held printed totals, and open/held reserved/unprinted totals

• general operational summaries: pending picks totals, backordered items totals, suspended orders

Important:

• Drop ship items update the totals on this report as well as items that you ship from your warehouse.

• Non-inventory items: The setting of the Demand Update for Non-Inventoried Items (E59) system control value does not affect how the system calculates these totals; non-inventory items update each total regardless of this setting.

You can also review these totals through the Operations Control Summary menu option; see Reviewing Operations Control Summary (FLSH).

How to print: If there is an order type specified in the Fulfillment Order Type (J36) system control value:

• press F9 at the First Operations Control Summary Screen, Second Operations Control Summary Screen, Display Operations Control Summary Screen, Merchandising Control Summary Screen, or the Operations Control - Fulfillment Orders Screen in the Operations Control Summary (FLSH) menu option

• submit the related order summary periodic function (PFR0062).

Note: The submitted job also generates the Operations Control Report.

CWDirect Rel 10.0 Fulfillment Operations Control Report EKAPLAN MSR1489 4/26/06 12:02:42 Page 1 EZK Mail Order From: 4/26/06 To: 4/26/06 _____________ # Orders # Units Merch $ Beginning Open Order Balance: 551 2,096 30,833.15 Gross demand: 13 65 370.00 Cancelled: 3 27 154.00 Closed/Sold Out: 5 5 221.93 Shipped: 42 86 1,910.21 Ending Open Order Balance: 514 2,043 28,917.01 ________________ Shipped: 42 86 1,910.21 __________________ ------- Backordered ------- --------- Printed --------- ---- Reserved/Unprinted ---- # Orders # Units Merch $ # Units Merch $ # Units Merch $ Open: 142 59 1,024.60 335 4,090.29 12 120.00 Held: 372 331 6,781.44 573 5,646.92 733 11,253.76 ----------- ----------- -------------- ----------- -------------- ----------- -------------- 514 390 7,806.04 908 9,737.21 745 11,373.76 # # Units Merch $ Suspended orders: 7 16 166.92 Pending picks: 908 9,737.21 Backordered Items: 390 7,806.04

Contents:

• Date range: Dates included in the report. If you generated the report through the periodic function, both dates should represent the generation date; if you generated the report at one of the Operations Control Summary screens, both dates are the current date.

Important: The dollar totals are based on the actual selling price of merchandise on Fulfillment orders if the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value is set to N; otherwise, the dollar totals are based on the regular, single-unit offer prices. See that system control value for more information.

Order control: The number of orders, number of units, and total merchandise dollar value for open Fulfillment orders. The system breaks down these totals by gross demand, cancelled orders, closed/soldout orders, and shipped orders.

• Beginning open order balance: The number of Fulfillment orders, number of units, and merchandise dollars for the beginning transaction date of this report.

• number of orders: The total number of open and held Fulfillment orders as of the beginning transaction date. Calculated from the Fulfillment Order Control Summary file totals: open orders number + held orders number + orders cancelled number + orders soldout/closed number + orders shipped number - orders entered number = beginning number of orders.

• number of units: The total number of units on open and held Fulfillment orders as of the beginning transaction date. Calculated from the Fulfillment Order Control Summary file totals: open backordered quantity + open printed quantity + open unprinted quantity + held backordered quantity + held printed quantity + held unprinted quantity + quantity cancelled + quantity soldout + quantity shipped - quantity ordered = beginning number of units.

• merchandise dollars: The merchandise dollar total of open and held orders as of the beginning transaction date. Calculated from the Fulfillment Order Control Summary file totals: open backordered dollars + open printed dollars + open unprinted dollars + held backordered dollars + held printed dollars + held unprinted dollars + orders cancelled dollars + orders soldout dollars + orders shipped dollars - orders entered dollars = beginning merchandise dollars. From the Orders entered dollars in the Fulfillment Order Control Summary file for the beginning transaction date. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

The beginning open order balance is then broken out by:

• Gross demand: The number of orders, number of units, and merchandise dollars for Fulfillment orders entered for the selected date range. These order totals reflect initial order entry only.

• number of orders: The total number of orders entered for the selected date range. From the Orders entered number in the Fulfillment Order Control Summary file.

• number of units: The total number of units on new orders. From the Quantity ordered in the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total on new orders. From the Orders entered dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• Cancelled: The number of orders, number of units, and merchandise dollars for Fulfillment orders cancelled for the selected date range. These totals include orders, items, or merchandise dollars only if the Reduce demand? flag for the cancel reason is set to N.

• number of orders: The number of Fulfillment orders cancelled (orders in Cancelled status; all order lines have been cancelled). From the Orders cancelled number in the Fulfillment Order Control Summary file.

• number of units: The number of units cancelled. From the Quantity cancelled in the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total of cancelled items. From the Orders cancelled dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• Closed/soldout: The number of orders, number of units, and merchandise dollars for Fulfillment orders soldout for the selected date range. The system considers an order line sold out if you process soldout order lines in order entry, order maintenance, or the Processing Auto Soldout Cancellations (MASO) menu option, or you cancel order lines with a cancel reason whose Reduce demand? flag is set to Y.However, the system updates only soldout orders and does not update soldout units, soldout dollars, cancelled orders, cancelled units, or cancelled dollars for these order lines.

• number of orders: The total number of soldout Fulfillment orders, including orders for which all order lines are sold out, or at least one order line is sold out and all other order lines have been cancelled using any cancel reason code. This does not include order lines that are sold out if other order lines exist on the order that are not sold out or cancelled. From the Orders soldout/closed number in the Fulfillment Order Control Summary file.

• number of units: The total number of sold out units. From the Quantity soldout in the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total of sold out items. From the Orders soldout dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• Shipped: The number of orders, number of units, and merchandise dollars for Fulfillment orders shipped for the selected date.

• number of orders: The total number of shipped Fulfillment orders. From the Orders shipped number in the Fulfillment Order Control Summary file. The setting of the Order Control Summary Shipment Update Method (I55) system control value determines how the system updates the # Orders shipped in the Order Control Summary file; if this system control value is not set to ORDERS, the report will not provide an accurate day by day audit of order shipment activity.

• number of units: The total number of shipped units, including shipped units confirmed and gift certificates processed at pick slip generation. From the Quantity shipped in the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total of shipped items, including shipments confirmed and gift certificates processed at pick slip generation. From the Orders shipped dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• Ending open order balance: The number of Fulfillment orders, units, and total merchandise dollar value for the selected date.

• number of orders: The number of open and held Fulfillment orders as of the selected. Calculated from the Fulfillment Order Control Summary file totals: open orders number + held orders number = ending number of orders.

• number of units: The number of units on open and held orders as of the selected date. Calculated from the Order Control Summary file totals: Open backordered quantity + Open printed quantity + Open unprinted quantity + Held backordered quantity + Held printed quantity + Held unprinted quantity = ending number of units.

• merchandise dollars: The merchandise dollar total on open and held orders as of the ending transaction date. Calculated from the Order Control Summary file totals: open backordered dollars + open printed dollars + open unprinted dollars + held backordered dollars + held printed dollars + held unprinted dollars = ending merchandise dollars. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

Shipment summary: The number of Fulfillment orders, number of units, and total merchandise dollar value for shipments.

• Shipped: The number of Fulfillment orders, number of units, and merchandise dollars for orders shipped for the selected date.

• number of orders: The total number of shipped Fulfillment orders. A single order with multiple pick slips (for example, for ship alone items) updates the total by 1. An order with multiple ship-tos updates the total by the number of ship-tos. For example, an order with 2 ship-to addresses updates the total by 2. This does not include gift certificates processed at pick slip generation. From the Orders shipped number in the Fulfillment Order Control Summary file.

• number of units: The total number of shipped units, including shipped units confirmed and gift certificates processed at pick slip generation. From the Quantity shipped in the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total of shipped items, including shipments confirmed and gift certificates processed at pick slip generation. From the Orders shipped dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

Open order summary: The number of Fulfillment orders, number of units, and total merchandise dollar value for backordered orders, printed orders, and reserved/unprinted orders as of the date and time you generated the report. The system provides totals by open orders, held orders, and open and held orders.

• Open: Open Fulfillment order totals as of the date on the report, broken out by:

• open number of orders: The total number of Fulfillment orders in an open status. From the Open orders number in the Fulfillment Order Control Summary file.

• open backordered number of units: The total number of units on backorder that are on open Fulfillment orders. From the Quantity backordered in the Fulfillment Order Control Summary file.

• open backordered merchandise dollars: The total merchandise dollars of units on backorder that are on open Fulfillment orders. From the Open backordered dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• open printed on pick slips number of units: The total number of printed units on open Fulfillment orders. From the Open printed quantity in the Fulfillment Order Control Summary file.

• open printed on pick slips merchandise dollar total: The total merchandise dollars of printed units on open Fulfillment orders. From the Open printed dollars in the Fulfillment Order Control Summary file.

• open reserved/unprinted number of units: The total number of reserved units on open Fulfillment orders. From the Open unprinted quantity in the Fulfillment Order Control Summary file.

• open reserved/unprinted merchandise dollar total: The total merchandise dollars of reserved units on open Fulfillment orders. From the Open unprinted dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• Held: Held order totals as of the date on the report, broken out by:

• held number of orders: The total number of Fulfillment orders in a held status. From the Held orders number in the Fulfillment Order Control Summary file.

• held backordered number of units: The total number of units on backorder that are on held Fulfillment orders. From the Quantity held backordered in the Fulfillment Order Control Summary file.

• held backordered merchandise dollar total: the total merchandise dollars of units on backorder that are on held Fulfillment orders. From the Held backordered dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• held printed on pick slips number of units: The total number of printed units on held Fulfillment orders. From the Held printed quantity in the Fulfillment Order Control Summary file.

• held printed on pick slips merchandise dollar total: The total merchandise dollars of printed units on held Fulfillment orders. From the Held printed dollars in the Fulfillment Order Control Summary file.

• held reserved/unprinted number of units: The total number of reserved units on held Fulfillment orders. From the Held unprinted quantity in the Fulfillment Order Control Summary file.

• held reserved/unprinted merchandise dollar total: The total merchandise dollars of reserved units on held Fulfillment orders. From the Held unprinted dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

General operational summaries: The number of orders, number of units, and total merchandise dollar value for suspended orders, pending pick slips, and backordered items.

• Suspended orders: Total number of suspended Fulfillment orders, suspended units, and total dollar value of suspended orders, regardless of whether the order is batched.

• number: The total number of Fulfillment orders in a suspended status. From the Orders suspended number in the Fulfillment Order Control Summary file.

• number of units: The total number of suspended units, including units on backorder or on a held order lines. This does not include soldout units. From the Orders suspended quantity in the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total of suspended Fulfillment orders, including units on backorder or on held order lines. This does not include merchandise dollars for soldout units. From the Orders suspended dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• Pending picks: The number of pending pick slips, number of units on pending pick slips, and merchandise dollars for pending pick slips for Fulfillment orders. Pending pick slips are pick slips that have not yet been billed or voided. The system increases the pending pick slip number, units, and dollars for drop ship orders if the drop ship output defined for the vendor is drop ship pick slip; if the drop ship output defined for the vendor is drop ship purchase order or collaborative shipping, the system only increases the total units and total dollars pending and does not increase the total number pending.

• number: The total number of pick slips pending. From the Pending picks number in the Order Control Summary file.

• number of units: The total number of units on pending pick slips. This is the total of the Open printed quantity and Held printed quantity in the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total of items on pending pick slips. This is the total of the Open printed dollars and Held printed dollars in the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.

• Backordered items: The number of items on backorder, number of units on backorder, and merchandise dollars of backordered items for Fulfillment orders.

• number of units: The total number of units on backorder across items. The total of the Open backordered quantity and Held backordered quantity from the Fulfillment Order Control Summary file.

• merchandise dollars: The merchandise dollar total for items on backorder. The total of the Open backordered dollars and Held backordered dollars from the Fulfillment Order Control Summary file. See the Update Fulfillment Operations Control Totals with Offer Price (J46) system control value for a discussion of the dollars calculation.