Order Management Analytics

Use reports and analytics features in the Order Management work area to get details about order status and to facilitate order fulfillment.

Get details about fulfillment lines, orchestration processes, shipments, and so on.

Order Management displays different reports on different pages.

For example, view reports about fulfillment line exceptions.

1. On the Overview page, click Tasks > Manage Fulfillment Line Exceptions.

2. On the Manage Fulfillment Line Exceptions page, expand the Analytics area, then view the reports.

   Use filters in each report, as necessary.

Reports That Display Overview Details

Get an overview of each fulfillment line status.

Report	Description
Fulfillment Lines by Exception	Displays details about open fulfillment lines, each of which might include more than one type of fulfillment line exception that happens at the same time. This report might count a fulfillment line more than one time. For example, if a fulfillment line is in jeopardy and on hold, then the report includes the line in the count of lines that are in jeopardy, and also in the count of lines that are on hold. You can run other reports from the list of orders that Fulfillment Lines by Exception displays, such as Schedule, Check Availability, Substitute Item, Apply Hold, and so on.
Fulfillment Lines by Status	Displays only open fulfillment lines.
On-Time Shipment Percentage by Time	Displays the percent of sales orders where all fulfillment lines shipped on time.

Reports That Display Details About Fulfillment Line Exceptions

Get details about items, customers, and sales orders for a fulfillment line.

Report	Description
Item Availability	Displays details about the item that a fulfillment line references. Available quantity. Amount of inventory that's available to fill sales orders. It is the shelf quantity minus the allocated quantity. Shelf quantity. Amount of inventory for an item that's currently on the shelf in the warehouse. It includes allocated and not allocated quantities. Allocated quantity. Amount of inventory that Order Management currently reserves to fulfill a sales order.
Count of Holds for This Item by Hold Name	Counts the holds that Order Management applied to the sales order, order line, and fulfillment lines. A single fulfillment line might include more than one hold. Order Management caches this report and refreshes it according to the caching set up. The data isn't real-time.
Order Age by Time	Displays order age. The system date minus the ordered date for open orders, divided by the last updated date minus the ordered date for closed orders The last updated date represents the closed date. If Order Management sets the date for a sales order at some time in the future, then a negative value might result. The Time axis displays according to the ordered date. For example, an order placed in May but closed in June displays on the May bar in the graph.
Order Value by Time	Displays the value in the currency that the Order Management work area uses. This currency might be different from the currency that the original transaction uses.
Open Orders for This Customer by Age	Uses the same calculation that the Order Age by Time report uses, except Open Orders for This Customer by Age only displays open orders for the record that you select. This calculation might result in a negative value.
Count of Holds for This Customer by Hold Name	Similar to the Count of Holds for This Item by Hold Name report, except the Count of Holds for This Customer by Hold Name report counts hold according to a customer.
Fulfillment Line Exceptions for This Order	Displays the open fulfillment lines for a single sales order. Each of these fulfillment lines might include more than one type of fulfillment line exception that happens at the same time. This report might count a fulfillment line more than one time. For example, if a sales order includes two fulfillment lines, and if each of these lines includes two exceptions, then the report counts four exceptions.
Value of Fulfillment Lines by Hold Type	Displays the value in the currency that the Order Management work area uses. If you import source orders from a source system, then this currency might be different from the currency that the source order uses. This report doesn't count an inherited hold more than one time. For example, assume Order Management applies a hold on a sales order, and the fulfillment line that the sales order references inherits the hold from the sales order. In this situation, the report counts the hold only one time.
Average Age of Orders by Hold	Uses the same calculation that the Order Age by Time report uses, except Average Age of Orders by Hold counts the number of holds that Order Management applied to a sales order. It doesn't count the holds that it applied to the fulfillment lines that the sales order references.

Reports That Display Details About Orchestration Process Exceptions

Report	Description
Orchestration Process Exceptions by Type	If an orchestration process includes more than one exception, then this report counts this process one time for each exception that it contains.
Average Process Duration by Time	Compares all orchestration process instances that Order Management has closed to the orchestration process you select.
Count of Holds for This Customer by Hold Name	Counts the number of orchestration processes that are stopped because a task is on hold. The count includes the orchestration processes for a single customer.
On-Time Shipment Percentage by Time	Displays the percent of sales orders where all fulfillment lines shipped on time for a single customer.
Orchestration Orders by Time	Displays details about orchestration orders for the customer of the orchestration process that you select.