Shipment Plan vs Actual Shipment

Report Module Guide: Shipment Plan vs Actual Shipment

Module Location

Inventory > Reports > Transaction > Shipment Plan vs Actual Shipment

Module Objective

The Shipment Plan vs Actual Shipment Report module serves as a performance analysis tool to compare the planned shipping schedule with its actual execution data. This report is crucial for measuring on-time performance, route efficiency, and the performance of the shipping team.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Date:

  • Specify the date range in the From and To fields to see the plan vs. actual comparison for that period.

• Vehicle:

  • Select All to display all vehicles, or Selected to focus on one or more specific vehicles.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the date range and the vehicle filter (if needed).

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• [Display Report]: To preview the comparison report directly on your screen.

• [Export to MS Excel]: To download the report data in an Excel file format.

3. Reading the Report (Report Content)

The generated report will be a side-by-side comparison table between planned data and actual data.

This report is divided into three main sections for each trip:

1. Planned: Displays the schedule that was planned, such as Start Work, End Work, and Distance.

2. Actual: Displays the actual execution data, such as Start Work, End Work, and actual Distance.

3. Difference: Calculates the variance between the plan and the actual, which highlights any delays or differences in distance.

Tips & Important Notes

• This report is a very important performance evaluation tool for a Logistics Manager.

• Use the Difference data to identify problems in the shipping process, such as inefficient routes, frequent delays, or vehicle issues.

• This report's data is pulled from a comparison between the Shipment Planning module and actual data that might be input by the driver or a tracking system.