Using the Item Overview Dashboard

Note: Your version of Order and Inventory Management must be Fall 2020 or later.

The Item Overview dashboard provides you with a detailed overview of the quantities of each Order and Inventory Management item that is sitting in inventory and placed in sales orders, backorders, purchase orders and requisitions, and calculates the final net difference, informing you about the actual quantity that you need to procure to fulfill the demand. This can help you make decisions on when, what, and how much to procure in order to keep short fulfillment times and provide high customer service. The dashboard information is divided across two tabs:

Items to Procure: provides an overview of all items
Overview by ICP: provides an overview of items by ICP

Click one tab or the other depending on the information that you want to display.

Datasets

This dashboard displays data from the Order and Inventory Management dataset, which includes data from several key objects in Order and Inventory Management. For more details of the objects and fields used in the Order and Inventory Management dataset, see Order and Inventory Management Fields.

Note:

To use any analytics item that displays data from the Order and Inventory Management dataset, you must have the OIM - Use Business Analytics permission set assigned in Order and Inventory Management. Contact your administrator if you require this Order and Inventory Management permission set.

Dashboard Charts

The Item Overview dashboard contains the following charts:

Items to Procure Chart
Chart	Type	Description
Items to Procure	Report	Displays a table with a detailed overview of the quantities of all items in Order and Inventory Management. Provides information on the quantities of each item that are sitting in inventory and placed in sales orders, backorders, purchase orders and requisitions, and calculates the final net difference, informing you about the actual quantity that you need to procure.

Overview by ICP Chart
Chart	Type	Description
Overview by ICP	Report	Displays a table with a detailed overview of the quantities of items by ICP in Order and Inventory Management. Provides information on the quantities of each item that are sitting in inventory and placed in sales orders, backorders, purchase orders and requisitions, and calculates the final net difference, informing you about the actual quantity that you need to procure.