Been assigned to create a reporting for tracking our vendors PO on-time delivery & accuracy. Anyone been though a similar request and have some guidance?
For on-time I’m thinking of using the DueDate and Promise date from the PO tables and the receipt date to track the difference from when we wanted delivery (DueDate) and when the vendor promised delivery (Promise date) and when it actually was received on site.
Accuracy is going to be more tricky as our guys sometimes keep a partial PO until the full shipment is here then enters it into the system.
If none of the out-of-the-box solutions work for you, and you end up doing your own type of report - one thing I’ve found is it’s MUCH easier to create a simple BPM that updates a UD field on the source (PO Release). Then, your report is pretty simple. Otherwise you’ve got to deal with linking to the receipt, then handling things like partial receipts. The logic gets pretty ugly pretty fast.
Agree with Brad though - check what Epicor offers first.
I followed the same path, and checked each receipt and the total quantity received to date, if less than 95% I flagged the receipt as a PARTIAL, if greater than or equal to 95 % then marked it as either ONTIME or LATE. My summary showed subtotals for all three adding up to the total number of receipts. I also added a User Define Field (checkbox) to the receipt detail table. This would flag the receipt as on time. This gave my department manager the ability to manipulate the results. Such as Ok your a good vendor we will let you off the hook this time and it won’t effect your on time deliver report.