Order Fulfillment Workspace

The Order Fulfillment workspace contains the following components:

  • Navigation Pane
  • Alerts
  • Counts
  • Standard Chart
  • List View

The Navigation pane provides links to navigate to the most frequently accessed pages that are relevant to your role.

Alerts

Alerts provide you with information to highlight important details about your sales orders. To display a list of detailed records specific to each alert, click View Details.

The following alerts are available from the Order Fulfillment workspace.

Name Description View Details
Monthly Average Days from Approval to Shipment

  • Sum of the total values of all sales orders divided by the total count of sales orders for sales orders that have a created date and fulfillment date within the current month, and a shipment status of fulfilled.

  • Sum of the total Number of days between Approval Date and Fulfillment Date of all Sales Orders created in the current month that have a shipment status of Fulfilled divided by the number of Sales Orders with a created date in current month and status fulfilled.

Displays a list view of your current month's sales orders with a status of Fulfilled.
The following fields for each sales order are listed:

  • Sales Order Number
  • Shipment Status
  • Approval Date
  • Fulfillment Date
  • Number Lines
  • Total Value
  • Customer Site Sold To
Late Sales Orders

  • Count of Sales Orders where the current promise date is equal to or less than today and the shipment status is not fulfilled and the status is not New, Revised, cancelled or recalled.

  • Sum of the total value on sales order headers gives the Total Value of Late Sales Orders.
 Displays a list view of your late sales orders. 
The following fields for each sales order being listed:
  • Sales Order Number
  • Customer Site Sold To
  • Current Promise
  • Number Lines
  • Total Value
Items currently on Backorder

  • Count of the total number of unique Customer Site Sold To on backorders that are not resolved or reversed.

  • Count of the unique Item masters on Backorders where status is not resolved or reversed.
  • The total count of quantity vouchered.
 Displays a list view of your open backorders.
The following fields for each backorder are listed:
  • Backorder Name
  • Customer Site Sold To
  • Item
  • Quantity on Backorder
  • Required Date
  • Sales Order Line Item

Your administrator can customize the Late Sales Orders alert card using the Lightning App Builder, for more information, see Setting up Certinia Alert Cards.

Counts

Counts summarize the number of records found on corresponding list views that are relevant for the Order Fulfillment workspace. Counts enable you to quickly access related content. To display a list view of detailed records specific to each count, click the count.

The following counts are available from the Order Fulfillment workspace.

Count Description List View
Sales Orders Awaiting Approval Sales orders with a status of Submitted for Approval or DS Submitted for Approval. Displays sales orders with the following fields:
  • Sales Order Number
  • Customer Site Sold To
  • Current Promise
  • Number Lines
  • Total Value
Open Customer Returns Customer Returns with status of New, Approved, Partially Received, Received or Partially Inspected.

Displays customer returns with the following fields:

  • Customer Return Number
  • Customer Account
  • Expected Value of Return Items
  • Reason for Return
  • Return Warehouse
Open  Sales Orders Shows Sales Orders with a Shipment Status not equal to Pending Allocate, Open or Fulfilled AND a status not equal to Cancelled.

Displays Sales Orders with the following fields:

  • Sales Order Number
  • Status
  • Shipment Status
  • Customer Site Sold To
  • Total Value
  • Current Promise

Your administrator can customize the Sales Order Awaiting Approval, Open Customer Returns, Open Sales Orders count cards using the Lightning App Builder, for more information, see Setting up Certinia Count Cards.

Standard Report Chart

The Order Fulfillment Workspace Standard Report Chart displays the Monthly Sales Order Trending report.

Monthly Sales Order Trending Report

The Monthly Sales Order Trending report displays all the sales orders placed per month. You can see the order fulfillment value throughout the current financial year and compare these values with respect to the previous financial year. This helps you to identify revenue patterns throughout the year, for example, peaks in certain periods of the year.

List View

The Open Sales Orders - OIM Workspaces list view displays a list of open sales orders that have the status of "Approved" or "Not Approved" and a shipment status not equal to "Fulfilled". This provides a complete list of all sales orders that are pending actions from you, someone in your company, or vendors.

The list view displays the following fields:

  • Sales Order Number
  • Customer Site Sold To
  • Customer Purchase Order
  • Status
  • Customer Quotation
  • Created Date
  • Last Activity Date
  • Payment Terms
  • Payment Terms Name