IFS Supply Chain Information Sources

An information source is a combination of facts and dimensions (base data) which are structured to hold information designed to be used to compile reports and analytics using the IFS Business Reporter, where you can read more about this tool via IFS Online Help and eLearning.

In the information sources an Accounting Period dimension has been introduced, which can be used to group on or combine with one or more information sources in IFS Financials using an accounting period as a common grouping. The accounting periods are defined per company in the Accounting Periods window found in IFS/Accounting Rules.

All information sources are available as both Online and Data Mart, where Zoom In is available for all measure items, but Write Back is never allowed.

Purchase Order Lines

General Description

The main purpose of this information source is to present data based on the purchase order lines to support high level summarizations and analysis to evaluate procurement, for instance, using the Count Perfect Order metrics.

Reports/Analysis

• Analysis on supplier’s delivery reliability and quality (using actual delivery quantities, actual delivery dates, scrap/return information etc.)
• Analysis on purchases from each supplier in a given period.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: To Purchase Order Lines, showing details with respect to the order line.

Access Types

1. Online
2. DataMart

Specific Attributes

• Count Incomplete Order Lines
  Identifying a purchase order line where Inv Qty Incomplete = 0.
• Count Perfect Order Lines
  Identifying a purchase order line where Inv Qty Incomplete = 0 and Inv Qty Damage = 0 and Delivery Days Off Time = 0.
• Delivery Days Off Time
  Count the days an order line is off time; absolute value (Promised Delivery Date - Latest Delivery Date), where a zero indicates on time.

Purchase Order Charge

General Description

The main purpose of this information source is to present data based on the charges connected to the purchase orders to support high level summarizations and analysis to evaluate purchases including its charges.

Reports/Analysis

• Analysis on charges per project.
• Analysis on charges per supplier/part.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: Not available.

Access Types

1. Online
2. DataMart

Specific Attributes

• Count Charge Lines
  Identifying a purchase order charge line which is connected to purchase orders but not canceled.

Purchase Receipt

General Description

The main purpose of this information source is to present data based on the purchase order receipts to support high level summarizations and analysis to evaluate procurement, for instance, using the Count Perfect Receipt lines.

Reports/Analysis

• Analysis on supplier’s delivery quality.
• Analysis on results of carried out inspections.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: To Purchase Order Receipts page, showing details with respect to the order receipts.

Access Types

1. Online
2. DataMart

Specific Attributes

• Accepted Quantity
  The usable quantity of the received stock where Quantity Arrived - (Quantity Returned + Quantity Scrapped)
• Count Perfect Receipt Lines
  Identifying a purchase order receipt line where Inv Qty Incomplete = 0 and Inv Qty Damage = 0 and Arrival Days Off Time = 0.
• Count Incomplete Receipt Lines
  Identifying a purchase order receipt line where Qty Arrived < Purchase Qty.

Customer Order Line

General Description

The main purpose of this information source is to present data based on the customer order lines to support high level summarizations and analysis to evaluate sales, for instance, using the Count Perfect Order metrics.

Reports/Analysis

• Analysis on outstanding orders and our delivery quality.
• Profit analysis.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: To Customer Order Lines page, showing details with respect to the order line.

Access Types

1. Online
2. DataMart

Specific Attributes

• Accounting Period
  Based on Last Actual Ship Date, or if not shipped, on Created Date.
• Count Delivered as Requested
  Identifying a shipped customer order line where Actual Delivery Date <= Wanted Delivery Date.
• Count Delivered as Promised
  Identifying a customer order line where Actual Delivery Date <= Promised Delivery Date.
• Count Delivered as Planned
  Identifying a customer order line where Actual Delivery Date <= Planned Delivery Date.
• Count Damage Order Line
  Identifying a customer order line that has a returned quantity.
• Count Delivered Not Invoiced
  Identifying a shipped customer order line that has "Partially Delivered" or "Invoiced/Closed".
• Count Delivered Order Lines
  Identifying a shipped customer order line.
• Count Early Order Line
  Identifying a customer order line where Planned Ship Date > Last Actual Ship Date.
• Count Incomplete Order Line
  Identifying a customer order line where Inv Qty Incomplete = 0.
• Count Late Order Line
  Identifying a customer order line where Planned Ship Date < Last Actual Ship Date.
• Count On Time Order Line
  Identifying customer order line where Planned Ship Date = Last Actual Ship Date.
• Count Order Line
  Identifying an customer order line (that is not cancelled).
• Count Perfect Order Line
  Identifying customer order line where Inv Qty Incomplete = 0 and Inv Qty Damage = 0 and Delivery Days Off Time = 0.
• Days Ship Early
  Counting the days an order line is shipped early as Planned Ship Date - Last Actual Ship.
• Days Ship Late
  Counting the days an order line is shipped late as Last Actual Ship - Planned Ship Date.
• Days Ship Off Time
  Counting the days an order line is shipped of date as the absolute value of Planned Ship Date - Last Actual Ship.
• Inv Qty Damage
  Any returned quantity as identified on the customer order line.
• Inv Qty Delivered
  The shipped quantity as identified on the customer order line.
• Inv Qty Incomplete
  Any incomplete quantity shipped quantity calculated as the absolute value of Inv Qty Ordered - Inv Qty Delivered.
• Inv Qty Ordered
  The ordered quantity as identified on the customer order line.
• Planned Delivery Date Time
  The date/time on which the goods are planned to be delivered to the customer's address..
• Planned Due Date
  The date on which the goods are planned to be available for reservation in stock.

Customer Order Charges

General Description

The main purpose of this information source is to present data based on the charges connected to the customer orders to support high level summarizations and analysis to evaluate sales including its charges.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: Not available.

Access Types

1. Online
2. DataMart

Reports/Analysis

• Analysis on charges against campaigns/sales promotions.
• Analysis on charges per customer/site.

Specific Attributes

• Accounting Period
  Based on Real Ship Date or Created Date.
• Count Charge Lines
  Identifying a customer order charge line which is not canceled and has a Charged Qty > 0.
• Count Charge Line Return
  Identifying a customer order charge line where Charged Qty and Qty Returned > 0.

Customer Order Delivery

General Description

The main purpose of this information source is to present data based on the update of delivery confirmation lines to support high level summarizations and analysis to evaluate sales and its deliveries.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: Not available.

Access Types

1. Online
2. DataMart

Reports/Analysis

• Analysis on delivered quantities on each delivery note.
• Analysis on deliveries made using load list.

Specific Attributes

• Accounting Period
  Based on Date Delivered, or not delivered, on Created Date.
• Count Delivery Line
  Identifying delivery line.

Sales Quotation Lines

General Description

The main purpose of this information source is to present data based on the sales quotation lines to support high level summarizations and analysis to evaluate the success or failure of sales quotations.

Reports/Analysis

• Analyzing the success of quotations against selected competitors.
• Analysis on main reasons for quotation rejection based on customers and period of the year.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: To Sales Quotation Lines page, showing details with respect to the quotation line.

Access Types

1. Online
2. DataMart

Specific Attributes

• Count Planned/Cancelled/Released/Won/Lost/Rejected Sales Quotation Lines
  Identifying quotation lines based on the status
• Lead time from release to answer
  Time taken to respond to the quotation (print/e-mail) since it was released

Return Material Authorization (RMA)

General Description

The main purpose of this information source is to present data based on the return material authorization lines to support high level summarizations and analysis to evaluate sales including returns..

Reports/Analysis

• Analysis on quantities returned for each return reason.
• Analysis on returns to inventory verses scraps.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: Not available.

Access Types

1. Online
2. DataMart

Specific Attributes

• Accounting Period
  Based on Date Returned, or not returned, on Date Requested.
• Count Order Line
  Identifying return material authorization line that is not denied.
• Count Returns to Inventory
  Identifying return material authorization line where qty to return > 0.
• Count Returns to Scrap
  Identifying return material authorization line where qty scrapped > 0.

RMA Charges

General Description

The main purpose of this information source is to present data based on the credit charges connected to the return material authorizations to support high level summarizations and analysis to evaluate sales including its returns and charges.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: Not available.

Access Types

1. Online
2. DataMart

Reports/Analysis

• Analysis on returned charge amounts approved by each return approver.
• Analysis on returns by each customer/ for each part during a given period.

Specific Attributes

• Accounting Period
  Based on Returned Complete Date, or if not returned, on Date Entered.
• Count Charge Line
  Identifying an RMA charge line that is not denied.
• Count Credit Charge Line
  Identifying an RMA charge line with the Credited status.
• Count Denied Charge Line
  Identifying an RMA charge line with the Denied status.
• Count Planned Charge Line
  Identifying an RMA charge line with the Planned status.
• Count Released Charge Line
  Identifying an RMA charge line with the Released status.

Inventory Transaction History

General Description

The main purpose of this information source is to present data based on the inventory transactions history to support high level summarizations and analysis to evaluate changes in inventory, for instance, using the Count metrics.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: To Inventory Transactions History page, showing details with respect to the inventory transaction.

Access Types

1. Online
2. DataMart

Reports/Analysis

• Analysis on internal movements of a part in a given period.
• Analysis on counting differences in a given period.

Specific Attributes

• Accounting Period
  Based on Date Applied.
• Count Transaction
  Identifying a transaction record.
• Count Decrease Transaction
  Identifying a transaction where the Direction is "-".
• Count Increase Transaction
  Identifying a transaction where the Direction is "+".
• Count Unaffected Transaction
  Identifying a transaction where the Direction is "0".
• Quantity
  The absolute value of the Quantity.
• Quantity Direction
  Displayed as "+" identifying a receipt, as a "-" identifying a shipment or as a "0" identifying a none quantity change.
• Quantity Change
  The plus or minus Quantity as identified by the direction, or 0 (zero) when the direction is "0".

Inventory Turnover

General Description

The main purpose of this information source is to present data based on the average issues connected to the receipts per period to support high level summarizations and analysis to evaluate inventory quantities, movements and turnover rates.

Reports/Analysis

• Analysis on total inventory issues.
• Analysis on inventory turnover rate per each commodity group.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: Not available.

Access Types

1. Online
2. DataMart

Specific Attributes

• Accounting Period
  Based on Date Created.
• No of Adjustments
  Number of inventory alterations done for the inventory part for the given period. For example, adjustments made via inventory counting.
• Adjusted Qty
  Inventory quantity altered due to inventory adjustments for the given inventory part for the given period. For example, adjustments made via inventory counting.
• Number of Issues
  Number of instances where the given inventory part is issued for the given period. For example, the manual issue of inventory parts from stock.
• Issued Qty
  Inventory quantity issued for the given inventory part for the given period. For example, the manual issue of inventory parts from stock.
• Number of Issues - Abnormal Demands
  Number of issues where the given inventory part is issued for abnormal demands for the given period. For example, customer order lines marked as abnormal demand.
• Issued Qty - Abnormal Demands
  Inventory quantity issued for abnormal demands for the given inventory part for the given period. For example, customer order lines marked as abnormal demands.
• Number of Total Issues
  The sum of the number of issues and the number of abnormal issues.
• Issued Total Qty
  The sum of the quantity issued and the abnormal quantity issued.
• Received Qty
  Inventory quantity received for the given inventory part for the given period. For example, the manual receipt of inventory parts.
• On Hand Qty
  The inventory quantity currently on hand for the given inventory part for the given period.
• Inventory Value
  The quantity on hand multiplied by the inventory part unit cost.
• Issued Inventory Value
  The quantity issued multiplied by the inventory part unit cost.
• Issued Inv Value - Abnormal Demands
  The abnormal quantity issued multiplied by the inventory part unit cost.
• Turnover Rate excluding Abnormal Issues
  The inventory turnover rate calculated without considering the abnormal issues for the given part for the given period.
• Turnover Rate
  The inventory turnover rate calculated for the given part for the given period.

Inventory Value

General Description

The main purpose of this information source is to present data based on the inventory values per period to support high level summarizations and analyses to evaluate changes of inventory values in different perspectives.

Reports/Analysis

• Analysis on changes of inventory value.
• Analysis on inventory cost of different condition codes of parts.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: Not available.

Access Types

1. Online
2. DataMart

Specific Attributes

• Accounting Period
  Based on Date Created.
• Quantity at Customer
  The quantity of parts that is in consignment at a customer site. These parts are included in the total inventory value since they are not owned by the customer.
• Quantity in Transit
  The quantity of parts in transit when the inventory value was calculated.
• Supplier Owned Quantity
  The quantity of externally-owned parts (consignment) that is supplied by a supplier.
• Unit Cost
  The unit cost for the specified part. If the cost level is different from the cost per part, a weighted average cost for the total quantities in stock for the specified part is calculated and displayed as the unit cost.
• Total Inventory Value
  The inventory part unit cost multiplied by the quantity on hand.