Thursday, 2 February 2012

Dashboard: Action items explained

The Dashboard is your key to staying on top of your business.

The Action Item section of the Dashboard is an easy way to keep track of the work that needs to be done.

Here is what each type of action item means:

Make Item Shortages (you need to create work orders):

  • This displays a count of items where demand from sales or work orders exceeds the supply (current stock plus the quantity being built on work orders).   Clicking on the "Make" link will display the items in this shortage state.
Buy Item Shortages (you need to create purchase orders):
  • This displays a count of items where demand from sales or work orders exceeds the supply (current stock plus the quantity already on order from your suppliers).  Clicking on the "Buy" link will display the items in this shortage state.
Sales Ready to Ship:
  • This displays a count of sales that have enough stock to cover the order quantity.  Clicking on the "Sales" link will display a list of sales that are ready to ship.
Purchases Awaiting Approval:
  • This displays a count of purchase orders that have been requested.  They require review and approval before they can be sent to suppliers.   Clicking on the "Purchases" link will display a list of POs that are waiting for approval.
Purchases Approved not Ordered:
  • This displays a count of purchase orders that have been approved and are ready to be sent to your supplier.  Clicking on the "Purchases" link will display a list of approved POs.
Work Orders Ready to Pick:
  • This displays a count of work orders that have been created and have no shortages preventing work from getting underway.
Work Orders in Progress:
  • This displays a count of active work orders.
Invoices Required for Shipments:
  • This displays a count of shipments you have made against sales orders without a linked invoice.  Clicking on the "Invoices" link will display a list of uninvoiced shipments.
Overdue Purchases:
  • This displays a count of purchase orders that are late from your suppliers (haven`t been received by the requested delivery date).  Clicking on the "Overdue" link will display a list of late POs.
Item Revisions Awaiting Approval:
  • This displays a count of shipments you have made against sales orders without a linked invoice.  Clicking on the "Invoices" link will display a list of uninvoiced shipments.