BO: Backorders

Greater than (actual value is greater than the threshold value)

100

101

tbrown@example.com

BO

Backorders

Monitors the number of open and held orders that contain at least one unit on backorder, and the total merchandise dollar value of these backordered units.

The system determines if an item is on backorder by calculating open quantity on order line - reserved quantity on order line = backorder quantity. The system determines the open quantity by calculating order quantity - shipped quantity - cancelled quantity - soldout quantity = open quantity.

Actual number value

The total number of open and held orders that contain at least one unit on backorder, including the total number of ship-to addresses for orders with multiple ship-tos. For example, an order with two ship-to addresses updates the number of orders total by 2.

This is the sum of the Future use 1 number and Future use 2 number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The sum of the Open backordered dollars and the Held backordered dollars from the Order Control Summary table for the most recent transaction date.

HP

Purchase Orders On Hold

Monitors the number of held purchase orders and the merchandise dollar value of items on these purchase orders.

Held purchase orders are POs that are in a held (H) status; this does not include drop ship POs. The PO line status can be open (O) or held (H) to be included in these totals.

Actual number value

The Held PO number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar total for held purchase orders from the PO Detail table, determined by subtracting the quantity received from the quantity ordered and multiplying by the PO price.

This is the Held PO dollars from the Order Control Summary table for the most recent transaction date.

IB

Inventory On Backorder

Monitors the number of units on backorder that are on open or held orders and the total merchandise dollars of backordered units on these orders.

Actual number value

The sum of the Open quantity backordered and Held quantity backordered from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The sum of the Open dollars backordered and the Held dollars backordered from the Order Control Summary table for the most recent transaction date.

IP

Inventory Pending Putaway

Monitors the number of units received into a pending putaway warehouse and their merchandise dollar value.

A pending putaway warehouse is a warehouse where you place inventory that is on its way to its final destination. You can define a warehouse as a pending putaway warehouse by assigning a warehouse location type of PP (pending putaway warehouse) to the warehouse in Working with Default Warehouse Locations (WWDL).

The system increases these totals when you receive a PO line or a partial quantity on a PO line into a pending putaway warehouse.

Actual number value

The total number of units received into a pending putaway warehouse, from the Pending Putaway Detail table.

This is the Pending putaway quantity from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar value of items received into a pending putaway warehouse, from the Pending Putaway Detail table.

The system multiplies the quantity pending for each pending putaway detail record by the PO cost to determine the merchandise dollar value for each pending putaway detail record (if a PO cost is not defined, the system uses the SKU cost from the SKU table). The system then sums the merchandise dollars for each pending putaway detail record to determine the total pending putaway merchandise dollars.

This is the Pending putaway dollars from the Order Control Summary table for the most recent transaction date.

IS

Inventory In Staging Whs

Monitors the number of units received into a staging warehouse and the merchandise dollars value of these units.

A staging warehouse is a warehouse that represents an area within your actual warehouse where you keep stock that needs to be put away. You can designate a warehouse as a staging warehouse by entering the warehouse code in the Default Staging Warehouse (E15) system control value.

The system increases these totals when you receive a PO line or a partial quantity on a PO line into a staging warehouse.

Actual number value

The total number of units received into a staging warehouse.

To determine the number of units received into staging, the system totals the on-hand quantity for each item warehouse record in the staging warehouse.

This is the Staging inventory quantity from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar value of items received into a staging warehouse.

To determine the merchandise dollars of items received into staging, the system multiplies the total on-hand quantity in the Item Warehouse table for the staging warehouse times the SKU cost.

This is the Staging inventory dollars from the Order Control Summary table for the most recent transaction date.

LP

LTD purchase dollars

Monitors the number of orders placed by a sold-to customer and their merchandise dollar value.

The system monitors this threshold only when the sold-to customer places an order in order entry.

If the Update Demand for Order Maintenance Transactions (C72) system control value is selected, the system increases a sold-to customer’s LTD (life-to-date) orders number and dollars when you add an order line to an order in order maintenance.

The system reduces a sold-to customer’s LTD orders number and dollars when you cancel an order if the cancel reason you enter is set to update demand.

Note: You must manually create this threshold value. Also, the threshold’s actual number and actual value are not listed on the Work with Thresholds Screen since these values apply to a specific sold to customer. The system does not send an email when this threshold is breached; instead, a pop-up window opens in order entry.

Customer Order History Window

The Customer Order History Window opens in order entry when you enter an order for a customer whose LTD order dollars exceeds the threshold value.

Actual number value

The number of orders placed by a sold-to customer, not including any returns created through order entry or exchange items entered on an order. This is the Order number LTD in the Customer Sold To Order History table for the most recent transaction date.

Actual dollar value

The merchandise dollar value of the orders placed by a sold-to customer, including any backordered or soldout items, but not including any returns created through order entry. This is the Order dollars LTD from the Customer Sold To Order History table for the most recent transaction date.

NP

Orders Rsvd/Not Printed

Monitors the number of reserved units on open and held orders and their total merchandise dollar value.

Actual number value

The sum of the Open unprinted quantity and Held unprinted quantity from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The sum of the Open unprinted dollars and Held unprinted dollars from the Order Control Summary table for the most recent transaction date.

OH

Orders On Hold

Monitors the number of units on held orders and their total merchandise dollar value. This includes units regardless of whether they are on backorder or are printed, but does not include held order lines if the order itself is not held.

Actual number value

The sum of the Held backordered quantity, Held printed quantity, and Held Unprinted quantity from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The sum of the Held backordered dollars, Held printed dollars, and Held unprinted dollars from the Order Control Summary table for the most recent transaction date.

OR

Pending Refund

Monitors the number of pending refunds and their total merchandise dollar value.

Pending refunds are refunds in an open or held status that have not yet been processed; these totals do not include refunds that are in a pending cancelled, cancelled, pending write off, write off, or processed status.

Actual number value

The Refunds pending number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The Refunds pending dollars from the Order Control Summary table for the most recent transaction date.

PC

Pending RA Credit

Monitors the number of pending return authorization credits and their total merchandise dollar value.

Pending return authorization credits are return authorizations that have been received, but not yet credited.

These totals include the returned units on return and exchange transactions, but not items ordered in exchange.

Actual number value

The total number of pending return authorization credits, regardless of whether the returns are on the same order. For example, an order with 2 pending RA credit order lines processed separately updates this total by 2; however, if the same 2 pending RA credit order lines on a single order are processed in the same transaction, the total updates by 1.

The system determines the number of pending RA credits by totaling the number of RA header records whose date received is greater than 0 and date credited is 0.

This is the Pending RA credit number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar total of items on pending return authorization credits, determined by multiplying the uncredited quantity by the order detail price.

From the Pending RA credit dollars in the Order Control Summary table for the most recent transaction date.

PD

Purchase Orders Past Due

Monitors the number of purchase orders that contain purchase order lines that are past due their merchandise dollar value. This does not include drop ship purchase orders.

Past due purchase orders contain PO lines that have not yet been received and are past the expected due date (the Due date on the PO line is earlier than the current date). PO lines whose status is open (O) or held (H) are included in these totals.

Actual number value

The total number of open, held, and docked POs that include PO lines that are past due.

This is the sum of the Open past due PO number, Held past due PO number, and Docked past due PO number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar total for items on open, held, and docked POs that are past due.

This is the sum of the Open past due PO dollars, Held past due PO dollars, and Docked past due PO dollars from the Order Control Summary table for the most recent transaction date.

PK

Purchase Orders Docked

Monitors the number of docked purchase orders and their merchandise dollar value.

Docked purchase orders are POs that are in a docked (D) status. PO lines on partially docked PO’s whose status is (O) or held (H) are included in these totals.

If you partially receive a docked PO, the system updates the PO status from docked (D) to open (O).

Actual number value

The Docked PO number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar total for docked purchase orders from the PO Detail table, determined by subtracting the quantity received from the quantity ordered and then multiplying by the PO price.

This is the Docked PO dollars from the Order Control Summary table for the most recent transaction date.

PO

Pending Pick Slips

Monitors the number of pending pick slips and their merchandise dollar value.

Pending pick slips are pick slips that have not yet been billed, but does not include pick slips that are voided, waiting for authorization, or suspended.

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 increases the total units and total dollars pending, but does not increase the total number pending.

Actual number value

The Pending picks number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The Open printed dollars and Held printed dollars from the Order Control Summary table for the most recent transaction date.

RA

Pending RA Receipt

Monitors the number of pending return authorization receipts and their merchandise dollar value.

Pending return authorization receipts are return authorizations that have been entered, but not yet received.

These totals include items returned on return and exchange transactions, not items ordered in exchange.

Actual number value

The total number of pending RA receipts, regardless of whether the returns are on the same order. For example, an order with 2 pending RA receipt order lines processed separately updates this total by 2; however, if the same 2 pending RA receipt order lines on a single order are processed in the same transaction, the total updates by 1.

The system determines the number of pending RA receipts by totaling the number of RA header records whose date received is 0.

This is the Pending RA receipt number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar total of items on pending return authorization receipts, determined by multiplying the unreceived quantity by the order detail price.

This is the Pending RA receipt dollars from the Order Control Summary table for the most recent transaction date.

RS

Suspended PO Receipts

Monitors the number of PO lines received into suspense and their merchandise dollar value.

Actual number value

The total number of PO lines received into suspense, including PO lines that have a partial quantity received into suspense. This is the Suspense receipts number from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The Suspense receipts dollars from the Order Control Summary table for the most recent transaction date.

SB

Suspended Batches

Monitors the total number of order batches that are in a suspended status.

The system does not monitor a threshold dollar value for suspended batches.

Actual number value

The system determines the number of order batches in a suspended status by totaling the number of orders in the Order Batch table whose Batch suspended field is set to Y.

This is the Batches suspended number from the Order Control Summary table for the most recent transaction date.

SI

Suspended Inventory

Monitors the number of units received into suspense and their merchandise dollar value.

Actual number value

The Suspense receipts quantity from the Order Control Summary table for the most recent transaction date.

Actual dollar value

The Suspense receipts dollars from the Order Control Summary table for the most recent transaction date.

SO

Suspended Orders

Monitors the number of suspended orders and their merchandise dollar value, regardless of whether the order is batched.

Actual number value

The total number of suspended orders, from the number of orders in a suspended status or error status in the Order Header table.

This is the Orders suspended number in the Order Control Summary table for the most recent transaction date.

Actual dollar value

The merchandise dollar total of suspended orders, including orders in a suspended or error status. This is the sum of the merchandise dollars for suspended and orders in error in the Order Ship To table.

This is the Orders suspended dollars from the Order Control Summary table for the most recent transaction date.

VC

Virtual Card Numbers

Monitors the number of stored value card numbers available to assign to a virtual stored value card.

Actual number value

The actual number of records in the Virtual Card Number Table (FLSVCA).