Order Management System

Welcome back

Loading orders...

Loading the OMS order snapshot.

Your live order list will drive this workspace summary.

Open Orders - Loading

Open Received - Loading

Completed - Loading

Total Orders - Loading

Next Planned Delivery - No date loaded

Most Active Type - No order type loaded

Active Customers - Open order customers

Latest Update - Waiting on order data

Latest One Sheet Upload - No upload report loaded

Current Schedule Month

Loading production revenue schedule.

Loading schedule...

Forecast Target

Rolling forecast target

Floor

Scheduled floor

Ceiling

Possible upside

Recognized Revenue

Invoiced plus recognizable WIP

Non-Recognizable WIP

WIP below 50% complete

Target Gap

Floor vs forecast

Floor -

Rec Revenue -

Product Mix

Location Mix

Target	Order	Customer	Product	Value	Stage

Current Focus

Current target month units by chassis arrival status.

Product Mix

Open orders by OMS type.

Customer Activity

Customers with the most open orders.

Workspace Links

Jump directly into the operating screens.

OrdersOpen list

Build OutlookCapacity projection

ScheduleMonth view

ReportsSales summaries

Loading orders...

Order Number	Status	Distribution Version	Type	PO No.	Asset No.	Company Name	Build For	Chassis	Salesman	Last Updated	Planned Delivery	Planned Unit Arrival	Actual Unit Arrival

Customer Account Master

Legacy OMS account, D365 bill-to/ship-to coverage, contacts, and order activity in one master-data view.

Loading customers...

Accounts - Loaded master records

Open Order Accounts - Customers with active demand

D365 Bill-To - Accounts with bill-to coverage

Needs Review - Missing required master signals

Contacts Missing - No linked contacts

Account	Master	Legacy OMS #	D365 Bill-To #	D365 Ship-To #	Orders	Open	Last Activity	Next Target	Contacts	Actions

Customer Detail

Select a customer to view details and associated contacts.

Recent Order Activity

Order	Status	Target	Loc	Product	D365

Associated Contacts

Name	Status	Phone	Email

Contact Detail

Loading contacts...

Name	Company	Status	Phone	Email	Actions

Contact Detail

Select a contact to view details.

Production Schedule Month

Loading production schedule.

Month

Loading schedule...

Production Schedule Month

Loading schedule.

Source: -

Generated: -

Landscape PDF

Forecast Target

Rolling forecast target

Floor

Scheduled floor

Ceiling

Possible upside

Recognized Revenue

Invoiced plus recognizable WIP

Non-Recognizable WIP

WIP below 50% complete

Target Gap

Floor vs forecast

Units

Scheduled vs forecast

Floor -

Rec Revenue -

Monthly Tracking

FloorCeiling

Forecast by Location/Product

Location	Product	Revenue	Units

Current Mix

Product Mix

Location Mix

Monthly Schedule Detail

Production Capacity View

Loading production capacity.

Month Mfg Location

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Unit Load

Scheduled vs plan

Revenue Load

Schedule vs plan

Remaining Work

Dept touch points

Bottleneck

Active and waiting work

Avg Complete

Scheduled units

Labor Capacity

Loading labor capacity history.

Actual Labor

Selected month hours

Labor Baseline

Last 8 available weeks

Latest Week

Latest available week

Units / 1k Hrs

Scheduled units per 1k hrs

Mapped Labor By Production Dept

Dept	Actual	Baseline	Latest	OT %	Remain	Rem/100h

Other Labor Buckets

Labor Dept	Actual	Baseline	Latest	OT %

Plant Capacity

Department Load

Department	Ready	Work	Wait	Not Start	Remain	Load

Product Capacity

Product	Sched	Plan	Var	Revenue	Load

Capacity Watch List

Target	Order	Customer	Loc	Product	Comp

Production Month Demand

Loading production demand.

Month Mfg Location

Loading demand...

Production Month Demand

Loading demand.

Source: -

Generated: -

Landscape PDF

Scheduled Units

One-sheet schedule

CPQ Coverage

Matched configurations

Part Lines

Selected options with part numbers

Unique Parts

Aggregated by runtime part

Missing Configs

Need configurator scrape

Inventory Position

Loading D365 on-hand inventory.

D365 on-hand inventory will be matched to planning demand by manufacturing location.

8101 Ontario

Available physical

8102 Salisbury

Available physical

Combined Available

8101 + 8102

Inventory Ingest

OMS load date

Part Demand

Part	Qty	Units	Category	Examples

Missing / Review Needed

Order	Loc	Product	Reason

Scheduled Unit Coverage

Target	Order	Customer	Loc	Product	Status	Lines	Config

MRP-Lite / Material Demand

Loading MRP-lite material demand.

Gross demand only. Inventory balances are not loaded.

Horizon

Material Parts

CPQ-derived part numbers

Gross Demand

Gross quantity

Part ID Review

Part IDs needing review

Missing Configs

Units without CPQ coverage

Horizon

Selected month

Part	Qty	Units	Need By	Source / Quality	Action	Examples

Costed Material Demand

Loading costed material demand.

BAP and D365 cost, vendor, dwell, and BOM data will enrich MRP-Lite demand.

Gross Cost

Gross, not netted

Net Cost

After D365 on-hand

D365 On Hand

Selected location

Net Required

Gross less on-hand

Costed Parts

Component or direct parts

Missing Cost

Need item/cost review

BOM Expanded

Source parts with BAP BOMs

Dwell Watch

Vendor timing risk

Part	Gross	Avail	Net Req	Unit Cost	Net Cost	Basis	Vendor / Dwell	Need By	Source

Forecast Demand

Loading forecast demand.

Mfg Location

Loading rolling forecast outlook...

Forecast Units

Forward forecast

Next 3 Months

Near-term units

Forecast Revenue

Forward product revenue

Product Families

Forecast mix

Forecast Ingest

Rolling forecast source

Product Family Outlook

Forecast units are planning estimates. Firm order part demand remains on the Demand page.

Forecast Sub-Assembly Demand

Loading forecast sub-assembly demand.

Forecast units will be converted to required source/sub-assembly item quantities by product profile.

Body / Product Group Month / Quarter

Required Qty

Forecast source demand

Sub-Assemblies

Filtered items

Gross Cost

Before on-hand

Net Required

After D365 on-hand

Net Cost

Estimated shortage cost

Review

Missing cost / short

Sub-Assembly	Description	Profile	Qty/Unit	Forecast Units	Required	Avail	Net	Unit Cost	Vendor / Dwell

Forecast Item Demand

Loading forecast item demand.

Forecast units will be converted to estimated item demand by product profile and material group.

Body / Product Group Month / Quarter

Estimated Qty

Forecast item demand

Parts

Filtered items

Gross Cost

Before on-hand

Net Required

After D365 on-hand

Net Cost

Estimated shortage cost

Review

Missing cost / short

Part	Description	Group	Profile	Qty	Avail	Net	Unit Cost	Net Cost	Vendor	Last Receipt	Rec Qty	PO #	Dwell / Risk

Customer Outlook

Loading customer purchase-cycle analysis.

Scenario

Loading model data...

Expected Units

18-month estimate

Expected Revenue

Model estimate

Firm Backlog

Open units with target dates

Recovery Targets

Non-national accounts

Data Through

Invoice history

Search Customer Group Product Family Confidence Timing

Rolling Unit Outlook

Firm backlog plus expected repeat-customer and new-customer demand.

Family	Backlog	Repeat	New	Base Units	Revenue

Recovery Call Targets

Prior repeat Build For customers due or overdue in their purchase cycle. National accounts are excluded.

Customer	Family	Timing	Last / Expected	Cycle	Probability	Expected Units	Priority	Confidence

Customer Purchase Cycles

Build For purchase history; Sold To is retained as the channel dimension.

Customer	Family	First / Last	Campaigns	Units	Cycle	Next Expected	12M Probability	Confidence

Composite Score

Direction-adjusted standard score

Current Signal

Blended market pressure

Opportunity Overlay

Capped at +/-8%; backlog excluded

Active Series

Freshness-weighted public indicators

Blended Economic Composite

Independent drivers are standardized, direction-adjusted, and weighted by business relevance and freshness.

Indicator	Signal	Latest	Z Score	Weight	Contribution	Source Date

Historical Correlation Diagnostics

These diagnostics are shown for research and are not used individually as forecast multipliers.

Indicator	Family	Direction	Correlation	Lag	Observations	Latest Data	Model Use

Finance Handoff Deck

Light-mode, landscape presentation using the active scenario and what-if assumptions.

Monthly Outlook

Month	Backlog	Opportunity	Units	Revenue

Top Recovery Opportunities

Customer	Family	Expected	Probability	Units

The exported deck includes the executive outlook, monthly demand, product mix, recovery opportunities, economic drivers, assumptions, and model-quality disclosures.

This is a planning estimate, not a committed sales forecast. Account-level cycles are used when enough history exists; otherwise the model falls back to the customer-group and product-family cohort.

Family	Observations	Median Error	Within 3 Months	Within 6 Months

Customer Purchase Outlook

Purchase History

Month	Units	Revenue

Invoiced Units

Order	Invoice	Sold To	Revenue

AOP & Rolling Forecast

Loading AOP planning.

Mfg Location

Loading AOP and rolling forecast cache...

AOP Body Revenue

AOP horizon

AOP Units

AOP shipped units

AOP Parts

AOP parts revenue

AOP Margin

Product margin

2026 F/A Revenue

Forecast / actuals

2026 F/A Margin

Product margin

2027 Forecast Revenue

Budget year

2027 Forecast Margin

Product margin

2026 AOP

Annual operating plan by body revenue, shipped units, and parts revenue.

Rolling Forecast by Budget Year

Forecast / actual months are split by budget year so the 2026 view lines up with AOP.

Exception Work Queues

Loading work queues.

Scope

Loading work queues...

Total Exceptions - No queue snapshot loaded

Critical - Identifier, target, and routing blockers

Warnings - Operational follow-up

Review - Planning and CPQ review

Active Queues - Queues with open rows

Owner Lane Priority Search

Queues

Open exception groups by owner lane.

Selected Queue

No queue selected.

Lane	Priority	Action	Order / Ref	Customer	Loc	Target	Status / Qty	Source	Open

Data Health Command Center

Loading data health.

Scope

Loading data health...

Health Score - No health score loaded

Critical - Identifier, target, and routing blockers

Warnings - Records that need operational follow-up

Review - Later-stage and CPQ retry items

Active Queues - Queues with one or more exceptions

Exception Queues

Records grouped by the system gap that needs attention.

Source Monitor

One-sheet, CPQ, demand, and D365 sync freshness.

Source	State	Detail	Updated	Key

Selected Queue

Select a queue to inspect the records.

Order	Level	Reason	Customer	Loc	Target	D365 / Config	Source	Open

Production Demand Coverage

Monthly CPQ coverage from the latest production demand build.

Month	Scheduled	CPQ OK	Missing	Coverage

Upload / Sync Monitor

Loading upload and sync monitor.

Year

Loading upload and sync monitor...

Overall - No snapshot loaded

Healthy - Signals current and complete

Watch / Review - Fresh but needs attention

Stale / Missing - Refresh or investigate

Last Sync Signal - No sync timestamp loaded

Pipeline Signals

Upload, schedule, CPQ, customer sync, and index freshness.

Artifact Files

Source files the monitor is reading.

Artifact	Lane	State	Modified	Size	Lines	Path

Audit / Revision History

Loading audit history.

Entity Rows

Loading audit history...

Activity Rows - Filtered audit records

Latest Event - Most recent matching row

Order Revisions - Order-level revision records

Customer Master - Customer/contact changes

Admin / Imports - User, auth, and upload events

When	Entity	Record	Action	Actor	Summary	Changes	Source	Open

Warranty Management

Received Queue

Review new requests, complete the record, and submit qualified claims for manager approval.

Open Customer Form Customer Status

Received-

›

Manager Approval-

›

Processing-

Claims in Queue-Current workflow page

Open / Waiting--

Units Down-Priority response queue

Aging Over 7 Days--

Requested-Valid claim amounts only

Reimbursed / Paid-Processed customer value

Historical source not loaded.Open Warranty to load claims.

Received ClaimsFive-row queue window. Scroll for more claims or filter a column.

	Claim / Filed	Customer / Complaint	Unit	Status	Priority	Owner	Requested	Paid	Salesforce
Loading warranty claims...

Claim Detail

Select a claim

Select a claim to see the complete warranty record, financials, attachments, and timeline.

Finance Workspace

Loading One Sheet revenue outlook.

Month

Working forecast has not loaded. No published forecast.

Loading finance forecast...

Forecast Target

Rolling One Sheet target

Actual Invoiced

Posted in source schedule

Expected Invoices

Forecast to invoice by month end

Recognizable WIP

Eligible units at 50% or more

Below 50% WIP

Operational WIP excluded from revenue

Chassis Blocked WIP

Not mountable by month end

Revenue Outlook

Invoices plus recognizable WIP

Target Gap

Remaining to forecast target

Month-End Revenue Outlook

Actual invoicing and recognizable WIP are kept separate from projected invoices.

Loading the comparable historical month.

By Manufacturing Location

Location	Units	Invoiced	Expected	Rec. WIP	Outlook

By Product

Product	Units	Invoiced	Expected	Rec. WIP	Outlook

Unit Forecast

Select a row to enter the month-end completion and invoice outlook.

Search Location Product Stage Confidence

Unit	Customer	Loc / Product	Stage	Current	Projected	Invoice Outlook	Chassis	Revenue	Confidence	Updated

Published Forecast History

Each publication preserves the source snapshot, totals, publisher, and revision.

Month	Revision	Published	Publisher	Target	Outlook	Gap	Source

Historical Performance

Final annual order history, production timing, and archived Weekly KPI results.

- Archive not loaded Current One Sheet has precedence

Performance Basis Year Location Product Month

Units

Filtered historical units

Historical Order Value

Archived order value, not invoice revenue

Average Unit Value

Average archived order value

Booking to Invoice

Median elapsed days

Target Month Hit

Within outlook target month

Target Variance

Median days from target marker

Arrival to Invoice

Median elapsed days

Mounting to Invoice

Median elapsed days

Annual Performance

Year	Units	Order Value	Avg. Unit	Booking to Inv.	Target Hit

Monthly Pattern

Month	Units	Order Value	Avg. Unit	Arrival to Inv.	Target Hit

Month-End WIP History

WIP archive not loaded.

Latest Total WIP

Latest usable monthly snapshot

Recognizable WIP

Latest WIP at 50% or more

Below 50% WIP

Latest operational WIP excluded from revenue

Recognizable Share

Across the filtered monthly snapshots

Month	Scope	WIP Units	Median Complete	Total WIP	Recognizable	Below 50%	Rec. Share	Source

Archived Units

No rows loaded.

Period	Order	Build For	Loc	Product	Order Value	Invoice	Delivery	Target	Source

Weekly KPI Archive

Week	Location	Department Metric	Actual	Plan

Historical Backfill

Backfill report not loaded.

Reports

Invoice-date sales trends and product mix.

Invoice Year Quarter Month Report Basis

Loading reports...

Invoiced Orders

Filtered by invoice date

Sales Value

Invoice amount; falls back to sale/quote if needed

Average Order

Login

Messages

New Message

Inbox

Welcome back

Current Schedule Month

Customer Hit List

Current Focus

Product Mix

Customer Activity

Workspace Links

Production Schedule Month

Monthly Tracking

Forecast by Location/Product

Current Mix

Monthly Schedule Detail

Labor Capacity

Mapped Labor By Production Dept

Other Labor Buckets

Plant Capacity

Department Load

Product Capacity

Capacity Watch List

Production Month Demand

Inventory Position

Part Demand

Missing / Review Needed

Scheduled Unit Coverage

Demand Detail

MRP-Lite / Material Demand

Costed Material Demand

Product Family Outlook

Forecast Sub-Assembly Demand

Forecast Item Demand

2026 AOP

Rolling Forecast by Budget Year

Queues

Selected Queue

Exception Queues

Source Monitor

Selected Queue

Production Demand Coverage

Pipeline Signals

Artifact Files

Received Queue