Workload planning

General description #

The workload planning report provides a month-by-month summary of the sales contract planning. The report does not include the delivered order lines; rather, it only shows the order lines for which some quantities still need to be delivered. The list of the planning months for the sales contracts, as well as information about these orders, are provided in the workload planning report. The report gives you information about the sales quantities from the sales contracts that will be delivered in the upcoming months. 

The report is available only for customers with configuration rapport.workloadplanning set to true.

Columns #

  • Creation date: The contract creation date of the contract is given in this column. The value is fetched from the contract date field of the related contract. On hover, it displays the info text “Creation date”.
  • Contract Number: The display number of the contract is given in this column. On hover, displays the info text “Contract number”.
  • Product Code: The shortcode of the product used in the contract is displayed in this column. The value is fetched from the product field of the related contract. On hover, it displays the info text “Short code of the product”.
  • Product group: The product group of the product is displayed in this column. On hover, displays the info text “The product group the product belongs to”.
  • Planned Quantity: The total quantity planned to be delivered for the month specified in the column “Period” is given in this column. On hover, displays the info text “Planned Contract quantity”.
  • Delivered quantity: The quantity of products delivered from the planned quantity from stock is given in this column. On hover, displays the info text “Delivered quantity to stock”.
  • Total Supplied: The total quantity of products delivered from the planned quantity including the quantity from stock as well as back to back orders is given in this column. On hover, it displays the info text “Total Supplied”.
  • Invoiced: The quantity of products invoiced to the client from the supplied quantity is displayed in this column. On hover, displays the info text “Amount of the orderlines whose sales invoices are exported and have a paid date”.
  • To be delivered quantity: The quantity of products yet to be delivered from the planned quantity for the period is displayed in this column. On hover, displays the info text “Still to deliver”.
    • Calculation: To be delivered quantity = Planned Quantity – Total Supplied.
  • Month: The period(month) of the planning in the format“Month-year” is displayed in this column. On hover, it displays the info text “Month”.
  • Finalized: The status of the order for the planned quantity, whether finalized or not is given in this column. On hover, it displays the info text “Finalized”.
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Updated on September 23, 2024
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FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.