Saved Search to Calculate for On Time Delivery Percentage on Orders Placed by Customers

Answer:

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: 

1. Navigate to Reports>Saved Searches>All Saved Searches>New

2. Select Search Type: Transaction

-Navigate to Criteria tab>Standard subtab>Filter column and add:

Type = is Sales Order

-Navigate to Criteria tab>Summary subtab and add the details below:

Summary Type: Sum | Formula (Numeric) | Formula: case when {fulfillingtransaction.trandate} is null then 0 else 1 end | Formula (Numeric): greater than or equal to | Value: 1

-Navigate to Results tab>Columns subtab>Field column and add:

Field: Formula (Percent) | Summary Type: Sum | Formula: round(sum(case when  {fulfillingtransaction.trandate} is null or {fulfillingtransaction.trandate} > {shipdate} then 0 else 1 end)/nullif(sum(case when {type} = 'Sales Order' then 1 else 0 end),0),4)

-Navigate to Available Filters tab>Filter column and add the field: Date then mark the box under the Show In Footer column next to the field added.

-Hit Save & Run button

Note:

-If you want to calculate the On Time Delivery % 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)

-The fields; {fulfillingtransaction.trandate} used in a formula expression refer to transaction date of the item fulfillment while {shipdate} pertains to the Ship Date field under the Shipping tab of Sales Order transactions which is used to set the expected date when the items ordered will be shipped.  If the calculation will be based from different fields like a custom field, simply replace the fields as indicated in the formula with the field ID's of the specific fields that will serve as basis for the calculation.