Page Comparison

2

Aged Non Complete Jobs

Jobs in a working status WRK , 30 days AFTER Target Billing Date
includes Status - CUS, INV, RDD, JRA , JRB , JRC

Refer On time Billing per product/ mode + 30 days from target billing date

2

Aged Unclosed

Job not in CLS ,JRC, IHL AND WHL , status  date present 240 days, after Target billing date 

240

From Target Billing date

1

Aged Unrecognized CostsTransactions

Shipments with unrecognized costs older than X the target billing date.

0 days

90

Date of CST postingFrom Target Billing Date

2

Aged WHL/ IHL Status

Shipments that have a job status of WHL/IHL for more than 90 days

90

Job Status change date

1

Aged Recognized WIP
MEASURE IS +30 DAYS FROM Target Billing Date/WIP Create Date

Shipments with recognized WIP  older than X days 

1. WHEN THE USER AS A WIP (A SALES INVOICE)

2. JOB IS RECOGNISED

30

30 days from target billing date/ WIP create date

2

Excessive Margin 

Shipments with a margin above 50% , in combination with Job Status  & NO PNL Reason Code

50%

GP % = REV + WIP + CST + ACR)// (REV + WIP)

2

Financial Closure

Shows all jobs which are status JFC, which is 30 days prior to Auto Closure to CLS

30 days prior to auto closure

Shows all jobs which are status JFC to review open WIPS & Accruals

3

Incorrect Charge Code Usage

This metric is for all jobs and not limited to intercompany. However, this is a Critical Metric to ensure usage of Global Charge Codes is monitored to ensure that Auto Post Failures on intercompany transactions are reduced. Review the intercompany invoicing PowerPoint for a reminder on where to locate Global Charge Codes within CargoWise

Immediate

Use of NON Global Charge Code

2

Job Dept Error

Will provide the correct department in separate Column

Job Dept Auto Defaults - Based on Job Type, Mode, Directions (Service Level required for International Parcel) KPI is providing the Flag and the "Correct dept" as another column. All jobs opened up to July 2023, have been bulk updated for errors. After July 2023 errors must be manually corrected

1

Negative Margin

Where GP < 0 & NO PNL reason code

Upon marking job CMP

3

Transaction Department Error

Shows any Transactions under the billing tab that have a Department mismatch Vs the Job header department. This is a 2^nd check following correction of Job Dept Error released previously. Unposted transactions must be corrected daily and Postedtransactions corrected centrally 1 time per month.

Immediate

Upon posting of transaction lines where job department does not match the job header department

3

Aged ACR

Shipments with ACR older than 90 days, not in Job Status WHL & IHL Accrued a supplier cost and not Posted supplier invoice.

90

Unposted ACR aged past 90 days of ACR date

3

Duplicate Intercompany Costs

For intercompany jobs only. Metric highlights which files may have a duplicate cost with respect to intercompany postings. This is important for managers to ensure they are monitoring their intercompany ACR & CST actively.

3

Est vs Actual Intercompany Cost Variance

This is for intercompany jobs only. Metric highlights where accruals have been entered and intercompany cost posted, the variance between the estimated entry of the accrual versus actual cost posted. This will help identify if the sister company has possibly billed incorrectly vs what was to be expected.

3

Negative Out of Period Transactions

A job which has negative out-of-period transactions if the total GP booked in all reporting months after the job recognition month is negative.

Current reporting month