This video highlights an enhancement to the Shortage Report that updates the fully paid calculation to evaluate only the items actually being shipped. It demonstrates how the report now bases ready status on shipped items rather than the full order, providing a more accurate view of delivery readiness and supporting better scheduling and fulfillment decisions.
SOP: Shortage Report – Payment Status Based on Shipped Items
Purpose
This procedure explains how the Shortage Report calculates payment status based on items actually shipped, ensuring more accurate financial visibility at the delivery level.
Overview of Enhancement
The Shortage Report now evaluates payment status based on shipped items, rather than the full order total. This prevents orders from appearing unpaid when customer payments already cover the items scheduled for a specific delivery.
Procedure
1. Access the Shortage Report
Navigate to the Scheduler module.
Open the Shortage Report.
2. Review Order Payment Status
Locate the order within the report.
Review the payment status displayed.
3. Understand Updated Payment Logic
The system now determines an order as fully paid when:
The customer payment covers the value of the items being shipped in the current delivery
This means:
Payment is evaluated at the shipment/delivery level
Not strictly at the total order level
Result
Orders are no longer incorrectly marked as unpaid when sufficient payment exists for shipped items.
Payment status more accurately reflects the financial standing of each delivery.
Users gain improved confidence in shortage reporting and delivery planning.
Notes
This update improves accuracy in partial shipment scenarios.
Payment status may differ from prior system behavior due to shipment-based evaluation logic.