Enhancement Request: Add “Qty Understocked By,” PO Status Visibility, “Qty on Order,” and Custom Column Ordering to Parts List Widget
Overview
The customer is requesting expanded KPI-focused functionality within the Parts List widget to improve purchasing and inventory visibility directly from the dashboard. Specifically, they need:
• A calculated “Qty Understocked By” column
• Visibility into whether a part is currently on an open PO (not yet received)
• A “Qty on Order” column showing outstanding PO quantities
• The ability to customize column order in the widget
Reordering logic in the system is already functioning correctly. These enhancements are strictly for dashboard visibility and KPI clarity.
Current Limitations
• No calculated field shows how many units a part is below its minimum threshold for quick visual KPI review.
• There is no indicator showing whether a part is currently on an open PO.
• There is no column displaying outstanding “Qty on Order” (ordered but not yet received).
• Column selection exists, but column order cannot be customized.
• Users must navigate to POs manually to determine if understocked parts are already being replenished.
General Example
A part has:
• Quantity = 1
• Min Threshold = 4
• Max Threshold = 10
• 5 units currently on an open PO
The system flags it as understocked, but the dashboard does not show:
• That it is understocked by 3 units (Min – Qty)
• That 5 units are already on order
• Whether the shortage is operationally covered
Without this visibility, KPI dashboards lack actionable purchasing context and may lead to confusion or duplicate review.
Requested Enhancements
Add calculated column: “Qty Understocked By”
• Formula: Min Threshold – Quantity
• Displays value only when understocked (otherwise 0 or blank).
Clarification regarding Max Threshold (KPI context only):
• If the goal is to show shortage relative to the reorder target (not just understock condition), an optional alternative KPI calculation could be:
Max Threshold – Quantity
• However, for true “understocked by” logic, the correct calculation remains:
Min Threshold – Quantity
(Max logic should not replace understock logic unless the KPI is specifically labeled differently, such as “Qty to Reach Max.”)
Add Boolean/status column: “On Open PO”
• Indicates if part is currently on at least one open (unreceived or partially received) PO.
Add numeric column: “Qty on Order”
• Displays total outstanding quantity across open POs (Ordered – Received).
Allow column ordering customization in List widgets:
• Drag-and-drop ordering or explicit position controls.
• Configured order must match rendered table order.
Business Value
• Provides full purchasing context directly in KPI dashboards.
• Prevents duplicate or unnecessary PO review.
• Eliminates manual shortage calculations.
• Improves restocking visibility without altering existing reorder logic.
• Allows teams to tailor list views to their operational workflow priorities.
