Delivery schedule adherence#
The Schedule Adherence FactBox shows you vendors’ compliance with requested or confirmed delivery dates, that is, how many of their deliveries arrived too late—or too early—and by how much.
Setup#
You can analyze a vendor’s schedule adherence based on the Requested, Promised, or Expected Receipt Date on purchase orders. To select the date that will be used as the basis for analysis:
- Choose the Search icon, enter Purchases & Payables Setup, and then choose the related link.
- On the KUMAVISION FastTab, select the required option in the Schedule Adherence Date field.
The system then checks if the field with the same name is filled in when you create a purchase order. You see an error message if it isn’t.
Evaluate schedule adherence#
To analyze a vendor’s adherence to delivery schedules:
- Choose the Search icon, enter Vendors, and then choose the related link.
- Select a vendor, and then choose Find entries > Schedule Adherence. You can also open a vendor card, and then choose History > Schedule Adherence.
- On the General FastTab, set filters as necessary, the purpose of each being as described in the following table.
| Field | Description |
|---|---|
| Vendor No. | Filled in automatically with the vendor whose card you ran the action from. |
| Item No. | Can be used to filter for a specific item. |
| View by | Specifies the interval in which values on the Lines FastTab should be shown. Options are: • Day • Week • Month • Quarter • Year • Accounting Period |
| View as | Specifies what should be shown per line and interval. Net Change Shows the total for each interval. Balance to Date Shows the average per interval. |
| Analyzed From | Specifies by how many days or weeks (see Period Type) a delivery can arrive too early but still be included in the analysis. |
| Analyzed To | Specifies by how many days or weeks (see Period Type) a delivery can arrive too late but still be included in the analysis. |
| Period Type | Specifies the period that will be shown on the Lines FastTab. |