In the customer board you cooperate with your customers. For the short-term horizon, the order list and the stock range view are available. For medium-term planning, you can use the delivery capacity coverage view.
Edit organization:
Here you can not only change the name of the selected customer organization, but also define KPI thresholds [%] and delivery capacity limits [%] fixed for all sites of the selected organization. These affect the color ranges of the KPIs stock range [D] and delivery capacity coverage [M] and relate to the percentage deviation between the actual values and the target values, which can be maintained either under Data - Customer-related data - Supply relations or by double-clicking on a supply relation in Reports - Customer board - stock range or Delivery capacity coverage. For the stock range, the actual stock range is compared with the target stock range. For the delivery capacity coverage, the actual delivery capacity coverage is compared with the target delivery capacity coverage. The upper and lower limits of the delivery capacities define the range above and below the maintained delivery capacity, respectively, and specify a range in which call-offs can be scheduled. In addition, you can activate or deactivate the automatic acceptance of requests for this business connection.
Show material groups:
Switch between the material group view and the site view. In the material group view, you plan a material group that is defined via Data - Internal data - Tags and Data - Internal data - Materials. This allows you to plan a material group with several customer sites at the same time.
Here you can find your supply relations between your sites and customers incl. the connection status, as well as the calculated stock range and delivery capacity coverage KPIs. The tooltips of the KPIs show the underlying target and threshold values for each case.
In the order list you can see your customer's call-offs for your organization including the current status. You can confirm them or make changes to quantities or dates. This results in a status change of the corresponding call-off. You can see the data confirmed by you in the columns Confirmed quantity and Confirmed date.
Column description:
New: New call-off from your customer.
Confirmed: Call-off has been confirmed by you.
Changed: Amount of call-off or date has been changed by your customer or yourself. More information in the column Updated by.
Canceled: Call-offs are no longer included in your upload.
Here you can compare the your stocks with the call-offs of your customers. The result is the stock range in days of you that is suitable for short-term planning. You can set target values under the Customer-related data - Supply relations tab separately for each supply relation. Thus, you can specify how many days of stock coverage should be covered by your stocks.
Column description:
On the timeline you can see the stock range per supply relation on a detailed level. The ETA date of your customer is shown to you with the associated quantity with a small triangle above the respective stock coverage bar. When calculating the stock coverage, the transits are always considered first, and then the your stocks. Stock coverage resulting from transit is displayed shaded, and stock coverage resulting from stocks is displayed unshaded. Bars that are colored red indicate a shortage.
Here you can compare the delivery capacities of you with your customers' call-offs. The result is the delivery capacity coverage of you in months, which is suitable for medium-term planning. You can set target values under the Customer-related data tab under Supply relations by editing the Target delivery capacity coverage column. This allows your customer to specify how many months of delivery capacity coverage should be achieved by your delivery capacities.
Column description:
On the timeline, you can see at a detailed level the delivery capacity coverage per supply relation. Note that fields that have a blue triangle in the upper right corner are editable. Date values refer to the ETA date of the corresponding transactional data.
In the planning board you can choose between sales board and procurement board. In the sales board stocks and backlog are displayed for each material. Customer requirements are aggregated per material and displayed for each day of the selected planning horizon. Stock trends are displayed based on the planned production, call-offs, current stocks and backlogs for immediate validation of the planning. In the procurement board, you can see the stock development through goods receipts based on the stored call-offs, delivery capacities, transits or demand forecasts as well as outward stock movements based on (forecasted) dependent call-offs. Depending on the use case, you can configure the goods receipts or outward stock moevement by yourself.
Column description:
Planning coverage:
The planning coverage KPI shows how many supply relations are sufficiently covered with your inventory and planned production. The target value, which is maintained under Data - Internal data - Materials, is compared with the actual planning coverage. The color coding results from the maintained KPI thresholds, which are maintained under Data - Internal data - Sites.
Here you can maintain production quantities and view your expected stock development.
Column descriptions:
Stock development (today): = Stock (today) - Backlog (between you and your customers (today)) - Call-offs of your customers + Production
Stock development (future): = Stock (previous day) - Customer call-offs (of the day) + Production (of the day).
Attention: The call-offs and demand forecasts are shown according to their ETD date.
Here you can see the expected stock development of the components that you procure externally.
Column description:
Stock range [D]: Indicates the stock range on a daily basis.
Stock out day: Indicates on which date in the future there is a risk of a stock out.
In the supplier board you cooperate with your suppliers. For the short-term horizon, the order list and the stock range view are available. For medium-term planning, you can use the delivery capacity coverage view.
Stock range: Provides you with an overview which supply chains are sufficiently covered or not covered by your suppliers' stocks. For more information, see the Stock range tab.
Delivery capacity coverage: Provides you with an overview which supply chains are sufficiently covered by the delivery capacities of your suppliers. You can find more information in the Delivery capacity coverage tab.
Edit organization:
Here you can not only change the name of the selected supplier organization, but also define KPI thresholds [%] and delivery capacity limits [%] fixed for all sites of the selected organization. These affect the color ranges of the KPIs stock range [D] and delivery capacity coverage [M] and relate to the percentage deviation between the actual values and the target values, which can be maintained either under Data - Supplier-related data - Supply relations or by double-clicking on a supply relation in Reports - Supplier board - stock range or Delivery capacity coverage. For the stock range, the actual stock range is compared with the target stock range. For the delivery capacity coverage, the actual delivery capacity coverage is compared with the target delivery capacity coverage. The upper and lower limits of the delivery capacities define the range above and below the maintained delivery capacity, respectively, and specify a range in which call-offs can be scheduled. In addition, you can activate or deactivate the automatic acceptance of requests for this business connection.
Show material groups:
Switch between the material group view and the site view. In the material group view, you plan a material group that is defined via Data - Internal data - Tags and Data - Internal data - Materials. This allows you to plan a material group with several supplier sites at the same time.
Here you can find your supply relations between your sites and suppliers incl. the connection status, as well as the calculated stock range and delivery capacity coverage KPIs. The tooltips of the KPIs show the underlying target and threshold values for each case.
Stock range:
Display of the stock ranges of the supply relations incl. coloring depending on the value and set KPI thresholds.
Delivery Capacities:
Display of the delivery capacities of the supply relations incl. coloring depending on the value and set KPI thresholds.
In the order list you can see your call-offs for your suppliers including the current status. Your suppliers can confirm them or make changes to quantities or dates. This results in a status change of the corresponding call-off. You can see the data confirmed by the supplier in the columns Confirmed quantity and Confirmed date.
Here you can compare the stocks of your suppliers with your call-offs. The result is the stock range in days of your suppliers that is suitable for short-term planning You can set target values under the Supplier-related data - Supply relations tab separately for each supply relation. Thus, you can specify how many days of stock coverage should be covered by your supplier's stocks.
Column description:
On the timeline you can see the stock range per supply relation on a detailed level. The ETA date of your demand is shown to you with the associated quantity with a small triangle above the respective stock coverage bar. When calculating the stock coverage, the transits are always considered first, and then the supplier's stocks. Stock coverage resulting from transit is displayed shaded, and stock coverage resulting from stocks is displayed unshaded. Bars that are colored red indicate a shortage.
Here you can compare the delivery capacities of your suppliers with your call-offs. The result is the delivery capacity coverage of your suppliers in months, which is suitable for medium-term planning. You can set target values under the Supplier-related data tab under Supply relations by editing the Target delivery capacity coverage column. This allows you to specify how many months of delivery capacity coverage should be achieved by your suppliers' delivery capacities. On the timeline, you can see at a detailed level the delivery capacity coverage per supply relation. Note that fields that have a blue triangle in the upper right corner are editable.