Welcome back
Order Management System
Loading the OMS order snapshot.
Your live order list will drive this workspace summary.
Open Orders
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Open Received
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Completed
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Total Orders
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Next Planned Delivery
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No date loaded
Most Active Type
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No order type loaded
Active Customers
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Open order customers
Latest Update
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Waiting on order data
Latest One Sheet Upload
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No upload report loaded
Current Schedule Month
Loading production revenue schedule.
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Forecast Target
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Plan target
Floor
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Scheduled floor
Ceiling
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Possible upside
INV/WIP
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Invoiced plus WIP
Target Gap
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Floor vs forecast
Floor
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INV/WIP
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Product Mix
Location Mix
| Target | Order | Customer | Product | Value | Stage |
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Customer Hit List
Former regular Build For customers with no recent OMS orders.
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
GanttProduction timing
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 |
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Open Orders Gantt Worksheet
Target anchor uses the Outlook Target date; milestone dates draw production progress across the calendar.
Loading Gantt...
Production progress / schedule window
Completed milestone date
Outlook target date
Today
Customer Account Master
Legacy OMS account, D365 bill-to/ship-to coverage, contacts, and order activity in one master-data view.
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Accounts
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Loaded master records
Open Order Accounts
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Customers with active demand
D365 Bill-To
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Accounts with bill-to coverage
Needs Review
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Missing required master signals
Contacts Missing
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No linked contacts
| Account | Master | Legacy OMS # | D365 Bill-To # | D365 Ship-To # | Orders | Open | Last Activity | Next Target | Contacts | Actions |
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Customer Detail
Select a customer to view details and associated contacts.
Recent Order Activity
| Order | Status | Target | Loc | Product | D365 |
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Associated Contacts
| Name | Status | Phone |
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Contact Detail
Loading contacts...
| Name | Company | Status | Phone | Actions |
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Contact Detail
Select a contact to view details.
Production Schedule Month
Loading production schedule.
Loading schedule...
Production Schedule Month
Loading schedule.
Forecast Target
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Plan target
Floor
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Scheduled floor
Ceiling
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Possible upside
INV/WIP
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Invoiced plus WIP
Target Gap
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Floor vs forecast
Units
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Scheduled vs plan
Floor
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INV/WIP
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Plan by Location/Product
| Location | Product | Revenue | Units |
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Current Mix
Product Mix
Location Mix
Monthly Schedule Detail
Production Capacity View
Loading production capacity.
Loading capacity...
Unit Load
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Scheduled vs plan
Revenue Load
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Schedule vs plan
Remaining Work
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Dept touch points
Bottleneck
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Active and waiting work
Avg Complete
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Scheduled units
Labor Capacity
Loading labor capacity history.
Actual Labor
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Selected month hours
Labor Baseline
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Last 8 available weeks
Latest Week
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Latest available week
Units / 1k Hrs
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Scheduled units per 1k hrs
Mapped Labor By Production Dept
| Dept | Actual | Baseline | Latest | OT % | Remain | Rem/100h |
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Other Labor Buckets
| Labor Dept | Actual | Baseline | Latest | OT % |
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Plant Capacity
Department Load
| Department | Ready | Work | Wait | Not Start | Remain | Load |
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Product Capacity
| Product | Sched | Plan | Var | Revenue | Load |
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Capacity Watch List
| Target | Order | Customer | Loc | Product | Comp |
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Production Month Demand
Loading production demand.
Loading demand...
Production Month Demand
Loading demand.
Scheduled Units
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One-sheet schedule
CPQ Coverage
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Matched configurations
Part Lines
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Selected options with part numbers
Unique Parts
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Aggregated by runtime part
Missing Configs
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Need configurator scrape
Part Demand
| Part | Qty | Units | Category | Examples |
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Missing / Review Needed
| Order | Loc | Product | Reason |
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Scheduled Unit Coverage
| Target | Order | Customer | Loc | Product | Status | Lines | Config |
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MRP-Lite / Material Demand
Loading MRP-lite material demand.
Gross demand only. Inventory balances are not loaded.
Material Parts
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CPQ-derived part numbers
Gross Demand
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Gross quantity
Part ID Review
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Part IDs needing review
Missing Configs
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Units without CPQ coverage
Horizon
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Selected month
| Part | Qty | Units | Need By | Source / Quality | Action | Examples |
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Exception Work Queues
Loading work queues.
Loading work queues...
Total Exceptions
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No queue snapshot loaded
Critical
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Identifier, target, and routing blockers
Warnings
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Operational follow-up
Review
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Planning and CPQ review
Active Queues
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Queues with open rows
Queues
Open exception groups by owner lane.
Selected Queue
No queue selected.
| Lane | Priority | Action | Order / Ref | Customer | Loc | Target | Status / Qty | Source | Open |
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Data Health Command Center
Loading data health.
Loading data health...
Health Score
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No health score loaded
Critical
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Identifier, target, and routing blockers
Warnings
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Records that need operational follow-up
Review
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Later-stage and CPQ retry items
Active Queues
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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 |
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Selected Queue
Select a queue to inspect the records.
| Order | Level | Reason | Customer | Loc | Target | D365 / Config | Source | Open |
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Production Demand Coverage
Monthly CPQ coverage from the latest production demand build.
| Month | Scheduled | CPQ OK | Missing | Coverage |
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Upload / Sync Monitor
Loading upload and sync monitor.
Loading upload and sync monitor...
Overall
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No snapshot loaded
Healthy
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Signals current and complete
Watch / Review
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Fresh but needs attention
Stale / Missing
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Refresh or investigate
Last Sync Signal
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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 |
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Audit / Revision History
Loading audit history.
Loading audit history...
Activity Rows
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Filtered audit records
Latest Event
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Most recent matching row
Order Revisions
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Order-level revision records
Customer Master
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Customer/contact changes
Admin / Imports
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User, auth, and upload events
| When | Entity | Record | Action | Actor | Summary | Changes | Source | Open |
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Reports
Invoice-date sales trends and product mix.
Loading reports...
Invoiced Orders
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Filtered by invoice date
Sales Value
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Invoice amount; falls back to sale/quote if needed
Average Order
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Top Product
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Product Sales by Invoice Date
| Product | Orders | Sales Value | Avg. | Share |
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Monthly Invoice Trend
| Month | Orders | Sales Value |
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Year Over Year Product Sales
| Product | Current Orders | Prior Orders | Orders YoY | Current Sales | Prior Sales | Sales YoY |
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Yearly Totals & Top Customers
| Year | Orders | Sales Value | Sales YoY |
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| Customer / Build For | Orders | Sales Value |
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Unit Warranty Claims
Claim-date problem unit view from the warranty history cache.
Warranty Claims
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Filtered by claim filed date
Problem Units
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Units with repeat claims or high claimed dollars
Open Claims
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- denied claims
Warranty Claimed
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- complaint hours
Problem Units by Claim Activity
| Unit | Claims | Open | Denied | Claimed | Hours | Latest | Orders |
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Claim Status Mix
| Status | Claims |
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Recent Warranty Claims
| Date | Claim | Unit | Status |
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Loading bodies...
| Body Serial | Chassis Serial | Order Number | Company | Status | Type | Source |
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Users
Loading users...
| Name | Initials | Role | Quotes | Demo Units | Order Import | CPQ Review | Active | Online | Title | Territory | Product Line | Last Login | Actions |
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Options Tables
Loading option tables...
| Name | Type | Rows |
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Default Tables
Loading default tables...
Users
Loading users...
| Name | Initials | Role | Quotes | Demo Units | Order Import | CPQ Review | Active | Online | Title | Territory | Product Line | Last Login | Actions |
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