Ordering Compliance
The Ordering Compliance feature analyzes user overrides by comparing them with the Supply Planning recommendations to measure the effectiveness and accuracy of the planning recommendations made by Servigistics.
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Ordering Compliance can only be run on a Snowflake platform.
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Based on the projected needs and recommended requirements that Servigistics has calculated, the planner can chose to follow the set of directives provided by Servigistics, or modify the order recommendation. The Ordering Compliance feature provides metrics that can be used to examine the effectiveness and accuracy of Servigistics planning. It can help you to understand whether the planner is adhering to the recommendations in Servigistics, or how often a planner overrides what the system is suggesting. For example, reviewing the Ordering Compliance output can help you:
• Improve compliance to the system recommendations
• Reduce shortages and excess
• Increase part availability an customer service levels
• Identify deviations from standard orders, highlighting areas where planners may not be following recommendations
• Suggest corrective actions to improve adherence and ensure consistent compliance
• Track key performance metrics to assess the compliance over time
• Provide guidance to OEM for return eligibility and expedited delivery requirements
• Strengthen relationships with dealers
• Incorporate dealer information and expertise
Compliance Matrix
These are the types of activities that are used to determine compliant or non-compliant actions:
• Quantity increases or decreases
• Date changes on an Expedited or a Deferred order
• Changes to the Approval Status of an order
Use this matrix to understand what is considered complaint:
• The First Snapshot is a result of running the Capture Recommended Order Plan Snapshot AutoPilot process.
• The Second Snapshot is a result of running the Capture Approved Order Plan Snapshot AutoPilot process.
First Snapshot | Second Snapshot | ||||
|---|---|---|---|---|---|
Auto Approved | Manually Approved | Reviewed (for Disapproved) | No Change (Host Order) | Not Approved (for Not Approved Orders) | |
New Recommended or Host Orders (Auto Approved) | Compliant | • Compliant if recommended quantity is approved • Non-Compliant if the recommended quantity is increased, decreased, expedited, or deferred | Non-Compliant | N/A | N/A |
No Recommendation on Host Order | N/A | • Compliant if recommended quantity is approved • Non-Compliant if the recommended quantity is increased, decreased, expedited, or deferred | Non-Compliant | Compliant | N/A |
New Recommended or Host Order (Not Approved) | N/A | • Compliant if recommended quantity is approved • Non-Compliant if the recommended quantity is increased, decreased, expedited, or deferred | Non-Compliant | N/A | Non-Compliant |
Configure Ordering Compliance
Use these instructions to configure Ordering Compliance on a Snowflake platform.
1. Validate the configuration of the following global settings:
2. Schedule the following AutoPilot processes: