Name of Feature/Request: Add Fulfil by Date on the Sales Order Details data set
What financial, time savings, or quality of life improvements will occur from this: Requires the ability to generate reports based on the Fulfill By Date from Sales Orders. This is critical for managing long-term contracts that involve shipping goods over multiple years. | Frequency: This issue affects daily operations as the team frequently needs to check upcoming shipments. AVR Global handles multi-year contracts with scheduled shipments, so tracking fulfillment dates is critical for compliance and customer satisfaction. | Operational Efficiency: Automating this report will save significant time and improve tracking accuracy.Compliance & Contractual Obligations: AVR Global works with long-term contracts that require scheduled shipments. Missing shipments due to lack of visibility can result in contract violations and penalties.Inventory & Supply Chain Management: Tracking “Fulfill by Date” ensures better inventory planning and order management, preventing stock shortages or overstocking.Customer Satisfaction: Timely fulfillment improves trust and reliability with customers, preventing last-minute scrambling to meet deadlines.
Attempted Solutions So Far: Manual tracking in spreadsheets - Too time-consuming and error-prone.
Using Sales Order reports in Striven - Does not include “Fulfill by Date” as a filter or column.
Custom-built reports using external tools - Not ideal, as data needs to be frequently exported and refreshed manually.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: AVR Global requires reporting functionality for Fulfill By Date in Sales Orders to track multi-year shipments. Currently, this field is not available in any report, making it difficult for them to manage their shipping schedule efficiently. | Previously accomplished: manually tracks fulfillment dates using spreadsheets. They extract Sales Order data and manually enter the “Fulfill by Date” for each order. The process is time-consuming and prone to errors, leading to missed deadlines and inefficient inventory planning.
StrivenID: 5077770