Backlog Summary Report

The Backlog Summary Report provides visibility into sales orders that have been in certain fulfillment statuses for a specific period of time.

Operations managers may need information to help them identify bottlenecks in their organization's fulfillment process. This information includes orders that have been stuck in a particular status for a period of time. This information is necessary to expedite the fulfillment process.

Figure 1 shows a sample of the Backlog Summary Report. This report is parameter-driven to also include the orders that are on hold. A pie chart displays the number of orders in the following fulfillment statuses:

• Backordered: Orders that are in Backordered or an extended Backordered status
• Held: Orders that are on hold
• Pre-released: Orders that have not yet been released (does not include Backordered orders)
• Released: Orders that are between Released and Shipped status (but are not yet shipped)
• Shipped: Orders that are in Shipped or an extended Shipped status
• Other: Orders whose status does not fall into any of the other categories (this does not include cancelled orders)

If an order is in both the Held status and another status, the report depicts that order under the Held status only. For example, if an order is on hold and is also in the Pre-released status, the order is included only with the Held orders.

The Backlog Summary Report should be run at night, during a period of light load.

When entering the status name, it must match the name of the status in the system exactly. For example, Pre-released status must be entered as Pre-released.