It looks like they just introduced this. This used to ding only SFP orders (no matter what happened - it's always sellers' fault). Now, it appears to apply for all types of orders, starting July 25. Here is what I see when I go to Account Health and then to Shipping Performance / On-Time Delivery Rate:

"Note: As of July 25, 2024, we have made updates to the definition of On-Time Delivery Rate.

On-Time Delivery Rate without promise extensions: Percentage of seller-fulfilled items delivered to customers on or before the "Deliver by" date viewable on each order in Seller Central. The "Deliver by" date is calculated using your configured delivery time prior to the addition of promise extensions. An OTDR below 90% may result in account deactivation.

Promise extensions: The additional time that Amazon may add to your configured promised delivery date to account for logistical factors that might delay a delivery. Examples include extreme weather, transportation network constraints, or recent history of delivering after the delivery date without promise extensions. When a promise extension is added, the promised delivery date that customers see is later than the "Deliver by" date that you will see in Seller Central. "

Unfortunately, a similar language is used in SFP metrics, but they never account for extreme weather, network constraints. The only time they did was two weeks ago when Microsoft bug hit all Windows-based computers. And they did it in such way that the metric is still low, but they say they won't send performance notices or account for those days against sellers.

In short, now everything is sellers' fault:

-Buyer is not available on the day of delivery - it's your fault

-Bad Weather - your fault

-Truck broke down, aircraft flight delayed, carrier staff messed up - your fault

-Customer refused the delivery - your fault

-Etc, etc, etc.