See which orders need attention and how stock, deliveries and finance are performing.
Bring sales, warehouse and finance questions into the same review. Each report keeps its entity, period and source records visible, so teams can explain a result and follow up on the work behind it.
Accepted SalesOrderLines by dealer/order/line: original quantity and promise, net actual dispatch, title transfer, delivery, billing, approved cancellation and remaining commitments from SalesAllocations and shipment/return lineage; returns do not erase the original dispatch history.
Sales & dealer orders · View preview
Completed eligible order-line quantities delivered by OriginalPromiseAt versus all quantities whose original cutoff falls in the reported cohort; show open/late/failed/refused/cancelled portions separately and count each delivered base unit once using verified DeliveryResults, not last revised route windows.
Delivery planning · View preview
As-of owned quantity/value by entity, product, warehouse, location and lot from net posted StockMovements and remaining StockLayers; show held, picked, production and away transit separately and reconcile once to Inventory/WIP controls.
Inventory & warehouses · View preview
Approval conditions.
Actual accepted GoodsReceiptLines against original PurchaseOrderLines promise and approved quantity; distinguish arrival timeliness, rejected/pending quality quantities, supplier return and incomplete supply rather than treating all arrivals as usable.
Purchasing · View preview
A different eligible Purchasing Manager within the approved finite limit, or Finance Manager above it, approves the exact commitment; no actor approves their own PO.
Work-order approved material/labour/overhead charges, actual WIP allocations, standard finished output, separately recognized completion/scrap/close variances and residual WIP; intermediate operation counts never inflate finished units.
Production & kitting · View preview
Posted net revenue/credits against associated title-issue/return cost for the same scoped quantities, by entity/dealer/product; unpriced/unbilled and partial-return cohorts disclosed, zero revenue gives unavailable margin percentage, not zero margin.
Sales & dealer orders · View preview
As-of posted open debit balances net actual applications/credits/corrections by entity, party, document currency and due-date bucket, with functional carrying reconciliation; unapplied cash and credit surplus shown separately, never silently netted across parties/entities.
Finance · View preview
Approval waits for the finance manager.
Actual bank balances, statement matches, unapplied customer/supplier balances, reserved unsettled/uncertain instructions and returned payments by entity/currency; pending transport responses are not cash settlements.
Finance · View preview
Approval waits for the finance manager.
Posted JournalLines at the entity/period cutoff supply trial balance, income statement and balance-sheet account mappings; each entity balances independently, without automatic currency aggregation, consolidation or eliminations.
Reporting · View preview
Current source-revision decisions, expired/invalidated approvals, stock/count/delivery/finance exceptions and correction chains; counts use unique economic case identities and actual timestamps, not duplicate retries.
Delivery planning · View preview
No reports are assigned to this role. Select Everyone to see all reports.
Follow an accepted order from its original promise through dispatch, delivery and billing. See open quantities, approved cancellations and returns without losing the original fulfillment history.
Compare actual accepted deliveries with the original customer promise. Open, late, failed and refused quantities remain visible. Changing a route window does not turn a missed promise into an on-time delivery.
Compare actual arrivals and accepted receipt quantities with the original purchase-order promise. Separate stock awaiting a decision, rejected goods and supplier returns from usable supply.
A different eligible Purchasing Manager within the approved finite limit, or Finance Manager above it, approves the exact commitment; no actor approves their own PO.
Review owned quantity and carrying value by entity, product, warehouse, location and lot at a stated cutoff. See held goods, picked stock, production and goods in transit separately, then reconcile the total with the ledger.
Approval conditions.
Follow material, labour and overhead through work in progress and accepted finished output. Compare allocated actual cost with standard cost, with scrap, completion and closing differences kept clear. Reporting the same goods at successive operations does not multiply finished output.
Compare posted net revenue and credits with the related cost of goods sold and returns. Keep partial, unbilled and unpriced quantities visible. A missing cost or zero revenue needs explanation before a margin percentage can be used.
Review open balances by entity, party, currency and due date. Actual applications, credits and corrections explain the balance; unapplied cash and credit surpluses remain separate.
Approval waits for the finance manager.
Reconcile confirmed bank activity with customer receipts, supplier payments and outstanding instructions. An uncertain payment response stays open for follow-up until the actual outcome is known.
Approval waits for the finance manager.
Produce the trial balance, income statement and balance sheet from posted entries and reviewed account mappings for each entity and period. Group consolidation and eliminations require additional implementation scope.
Find outstanding decisions, invalidated approvals, delivery problems and stock or finance corrections. Trace each case to the relevant revision, decision and actual event, without counting repeated messages as new work.
Use the same cutoff, quantity basis and currency when comparing results. Current permissions govern access to source records and sensitive financial detail. Reports support investigation and decisions; the website does not claim live business results or benchmark performance.
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