Customer Service Home - Dashboard Tab

My Stats

The My Stats area of this tab contains three links: Alerts, Tasks, and Inbox. You are redirected to the Tasks tab if you click any of the links. The Tasks tab shows tasks and inbox messages. The number of alerts on the Tasks tab is broken down by being either on the Past Due Lines button, the Past Due Releases button, or the Estimates to Expire button.

Charts

You can hover your mouse pointer over any of the columns to see the data value for that column.

% On Time Shipments: This chart shows the percent on time shipments for the last three accounting periods and the current period. The formula used to arrive at the Y-Axis data is [count number of lines with due date in the time period where (line due date >= date shipped and quantity ordered <= quantity shipped)] / [count number of lines with due date in time period].

Actual/Planned Shipping Amounts: This chart shows the previous three months, the current month, and the next two months based on the current date. The formulas used to arrive at the Y-Axis data are:

• Last three months: Sum order shipments total price per month
• Current month: (Sum order shipments total price for month) + (sum lines with due date in month ((quantity ordered - quantity shipped) x price)))
• Next two months: (Sum lines with due date in month ((quantity ordered - quantity shipped) x price))

Key Today: This chart shows the amount of late orders as of today (current date), the amount of orders placed or updated today, and the amount of RMAs entered today. The three pieces of information in this chart are derived as follows:

• Late: Customer order item price * (quantity ordered - quantity shipped). This applies for all customer order items with a status of Planned or Ordered, the due date is before the current date, and the quantity shipped is less than the quantity ordered. The value is in domestic currency.
• Booking: This shows net order amount entered "today". The value is in domestic currency.
• Return: This shows net return amount entered "today". The value is in domestic currency.

Grid

Top 5 Orders to be Shipped: This grid shows the top 5 customer orders by value where the status is Planned or Ordered and that have at least one CO Line/Release of Planned or Ordered status. It sorts with highest value first. The Due Date shows the earliest due date of line/release for the order. The status image is red when the due date is before today; otherwise it is green.

Tree

My Interactions: This shows all the logged-in user's customer interactions in a tree view. The information is grouped three different ways:

• Today: Any interaction with a contact date of the current date.
• Last 7 days: Any interaction from the seven days previous to the current date.
• Last 30 days: Any interaction from 30 days prior to the previous seven days.