Customization of DIFOTIS Report in NetSuite
One of our Oracle NetSuite clients, a New Zealand based cleaning and hygiene systems provider, has a business system based on DIFOTIS (Delivery in Full on Time in Spec) or OTIF (on-time and in-full) – for ordering and shipping items to their customers.
They need to measure their employee’s services to their customers by measuring the length of their process of receiving an order to shipping it out-delivered, in full, on time and in the specification. They receive orders by phone, email and also by a case. These three methods are related directly to sales orders.
“What is DIFOT”
DIFOTIS report or OTIF is a measurement of delivery performance and it usually expresses as a percentage. It measures how the expected products are delivered within the exact time period in a supply chain. It also checks whether the correct quantity ordered by the customer is delivered on the exact place.
Our client requires to show the list of sales orders as a Key Performance Indicator (KPI) for each stage of DIFOTIS report. The KPI contains the details of total sales orders and indicators against each one that has been left out for the next stage. They also require to produce a Month to Date trend graph on their employee’s dashboard. A NetSuite trend graph is the best alternative to a report because it illustrates the differences between KPI data and time.
Our client met us with these requirements and we found that this NetSuite customization is an innovative method and this will help our client to reach their business goals easily.
- To find the total number of sales orders fully fulfilled in the last business day.
- Exclude all sales orders when item name starts with a particular string and include all sales orders with the mixture of that string + other inventory/assembly items.
- They need to subtract a case from the total number of sales orders within a predefined time period of a business day.
- To add time order received.
- Show a month to date trend graph on an employee’s dashboard.
Challenges of customizing DIFOTIS or OTIF report in NetSuite
Our challenge was to create a scalable solution that would allow our clients to meet significant growth in their business area. While doing this customization our team faced issues with developing a solution which is scalable to the DIFOTIS date. It updates the DIFOTIS date when an item fulfilment creates. Our team deeply analysed this issue and made optable changes while developing the solutions.
There are problems occurred when considering the status as ‘Pending billing & billed’ instead of the date of the status change. It was more difficult to get the total number of sales orders in the formula correctly. We have reformulated the formula many times to resolve this issue. And also the major challenge we faced, was to show all the sales orders fully fulfilled on the previous day. Here also our team made an outstanding solution with deep knowledge of NetSuite customization techniques.
Solutions for DIFOTIS report
Jobin and Jismi IT Services NetSuite customization developers provided solutions for these requirements mainly with NetSuite saved searches-a powerful tool to fetch data with complex criteria.
We made DIFOTIS report by creating a saved search in NetSuite account which has a number of criteria, results and formulas. In the resulting sales orders, we found some are wrong. Finally, to resolve this issue, our team needs to grasp deep knowledge of NetSuite saved searches and its functioning. We are using these refined results to show KPI scorecard on our client’s dashboard. We are using extra customization techniques for copying the fields like DIFOTIS date, out of spec, in spec and DIFOTIS(%) to the KPI.
The additionally added NetSuite customization techniques reduces the complexity of our saved search that we were created. As a continuation, we take DIFOTIS date in the saved search and apply additional conditions to meet the exact requirement. To prepare month to trend graph, we run a saved search with the required date.
The ultimate aim of this customization is to show the required search result in a KPI meter. Jobin And Jismi IT Services completes this NetSuite customization by using the NetSuite functionalities in an optimized way. We show a detailed list of sales orders as a KPI at each stage of DIFOTIS report or OTIF. And also a month to trend graph on all employees dashboard
- Key performance indicators
- KPI trend graph