What is a Open Orders by Item Report for Manufacturing Plants?

Open Orders reports are considered operational reports and are often used by production- and plant managers to determine the plant’s ability to fulfill customer orders. Some of the key functionality in this type of report is that it shows actual, production forecast and variance down the rows and key order metrics across the columns. Each report section covers one item (product). Metrics include quantity on hand, customer orders, quantity available, backlog quantity, and quality. You find an example of this type of report below.

Purpose of Open Order Reports

Manufacturing plants use Open Order Reports to quickly gauge the plant’s ability to satisfy customer demand as well as plan production and delivery times based on backlog. When used as part of good business practices in a Production department, a company can improve its manufacturing forecast and inventory planning as well as reduce the chances that major backlogs causes customer satisfaction issues and sub-optimized revenues.

Open Order Report Example

Here is an example of a modern Open Orders report by Item.

Open Orders by Item Report for Manufacturing Plants Example

Open Orders by Item Report for Manufacturing Plants Example

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: COOs, plant- and production managers.

Other Reports Often Used in Conjunction with Open Order Reports

Progressive Production Departments sometimes use several different Open Order Reports, along with production dashboards, inventory reports, sales forecast, sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples