As an overview; Fill Rate Percentage is a logistics measure of inventory effectiveness in meeting demands. The latter is calculated as the total units in stock and available against the total units ordered by customers over a period of time.
Currently, there is no standard report that provides this information but the above data can be calculated by creating a custom Transaction Saved Search.
Here are the steps:
-Navigate to Reports>Saved Searches>All Saved Searches>New
-Select Search Type = Transaction
-Navigate to Criteria tab>Standard subtab>Filter column and add the following filters:
a. Type = is Sales Order
b. Account Type = is Income
c. Main Line = is false
d. Tax Line = is false
e. Shipping Line = is false
f. Status = none of; Sales Order: Billed, Sales Order: Cancelled, Sales Order: Closed, Sales Oder: Pending Approval, Sales Order: Pending Billing
g. Date = is within today
-Navigate to Results tab>Columns subtab>Field column and add:
Field: Formula (Percent) | Summary Type: Sum | Formula: round(sum(nvl({quantitycommitted},0))/nullif(sum(nvl({quantity},0) - nvl({quantityshiprecv},0)),0),4)
-Hit Save & Run button
Note:
-If you want to calculate the Fill Rate % per Item or per Customer; navigate to Results tab>Columns subtab>Field column and add Item or Customer, set the Summary Type: Group under Results tab>Sort By: select the latter field added (either Item or Customer if calculation will be based by customer)
-Take note that since there is no field available that can be pulled through a Saved Search that stores historical data pertaining to either the Quantity Back Ordered or Quantity Committed of an Item; the system can only calculate the Fill Rate % relative to the current date. This is the reason why in the search a filter is set for the Date field: is within today
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