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:
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Date:
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Specify the date range in the From and To fields to see the plan vs. actual comparison for that period.
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Vehicle:
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Select All to display all vehicles, or Selected to focus on one or more specific vehicles.
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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:
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[Display Report]: To preview the comparison report directly on your screen.
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[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:
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Planned: Displays the schedule that was planned, such as Start Work, End Work, and Distance.
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Actual: Displays the actual execution data, such as Start Work, End Work, and actual Distance.
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Difference: Calculates the variance between the plan and the actual, which highlights any delays or differences in distance.
Tips & Important Notes
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This report is a very important performance evaluation tool for a Logistics Manager.
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Use the Difference data to identify problems in the shipping process, such as inefficient routes, frequent delays, or vehicle issues.
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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.