Supply Chain & Order Management Analytics 7.9.6.3 Product Guide

The information contained in this document is subject to change without notice. This document is not warranted to be error free.The information contained in this document is subject to change without notice. This document is not warranted to be error free.


The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

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Supply Chain & Order Management Analytics 7.9.6.3 Product Guide



BI Apps are more than

Dashboards and Reports!

• Do not base your decisions and judgments on

capabilities of the BI Applications on this content alone

• The following slides provide a sample of the out-of-the-

box BI Applications content; the BI Applications offer

much more

• The rich subject areas of the BI Applications enable our

customers to build thousands of additional reports and

dashboards very quickly, with little incremental effort


DASHBOARDS&

REPORTS

• Prebuilt best

practice library

• “One size does

NOT fit all”

SUBJECT AREAS

• Many metrics and dimensional

attributes not surfaced by prebuilt

dashboards and reports

• Possibilities are endless

• Incremental work to build more

content from this foundation

More than just dashboards and reportsMuch more lies under the surface


More than just dashboards and reportsAnswers unlocks limitless combinations

• Oracle Answers together with prebuilt

Subject Areas = unlimited analytical

possibilities

• Almost limitless combinations of

analysis entities aligned with business

objectives

• Many metrics and dimensional

attributes not surfaced by prebuilt

dashboards and reports but in Subject

Areas – simplified views provided

according to usability best practices


More than just dashboards and reportsOne Subject Area, Unlimited Possibilities

• Sales - Orders, Backlog and Invoices Subject Area

• Same Subject Area, Different Analyses

Report showing Financial Backlog

Report showing Operational Backlog


Derived calculation in Oracle AnswersOne Subject Area, Unlimited Possibilities

Derived calculations can be created in Oracle Answers with simple expression builder

99 standard ANSI SQL functions can be leveraged


Even more metric value under the

surface

Measures from physical columns in data warehouse

Aggregations, time series calculations and derived calculated measures extend physical measures

Subset of logical measures are exposed in presentation layer

Not all measures in presentation layer used in reports & dashboards

Metrics in Logical Layer

Metrics in Physical Warehouse

Metrics in Subject Areas

Metrics used in Reports & Dashboards


Typical Effort & Customization balance

Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc.

Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc.

Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc.

Additional dashboards and reports, guided and conditional navigations, iBots, etc.

Level of

EffortDegree of

Customization

Easy

Moderate

Intermediate

Involved

Dashboards & Reports

OBIEE Metadata

DW Schema

ETL


What’s in Supply Chain & Order

Management Analytics 7.9.6• No. of dashboards 3

• No. of dashboard pages 22

• No. of reports 165

• No. of metrics 364

• Order Management

• Overview

• Trends

• Revenue

• Margin Analysis

• Effectiveness

• Customer

• Customer Report

• Exceptions

• Inventory

• Overview

• Trends

• Exceptions

• Balances

• Activities

• Returns

• Bill Of Materials

• Order Fulfillment

• Overview

• Fulfillment

• Shipping Performance

• Backlog

• AR

• Sales Cycle

• Exceptions


Roles Benefiting from Supply Chain &

Order Management Analytics

Order Management & Fulfillment Inventory

Primary:

• OM Manager

• VP of Sales

• Sales Rep

• Receivables Manager

• Analyst

• Inventory Manager

Primary:

• Inventory Manager

• Inventory Analyst

• Supply Chain Executive

• Warehouse Analyst

• Plant Manager

Secondary:

• Supply Chain Executive

• VP of Finance

• CFO

Secondary:

• Procurement Manager/Buyer

• OM Manager

• Controller

• Manufacturing Operations


Order Management Dashboard

The Order Management dashboard provides Sales Executives, Order Management managers, Sales Operations and Sales Representatives rich insight into the revenue performance of the sales organization through actionable insight on Orders, Revenue, Trends, Margins, Discounts, Cancellations, Returns and Customers.

Overview Revenue Margin AnalysisTrends Customer ExceptionsCustomer Report

This page provides

overview of Order

Management KPIs on

Order Revenue,

Invoice Revenue,

Order Size, Discounts,

Returns, Orders, etc.

This page provides

the trending for key

order management

metrics like

cancellations,

returns, discounts,

average order size,

etc.

This page provides insight

into how much of the order

revenue generated by Top

10 Sales Organizations,

Territories, Reps, Products,

Industries is converting into

invoice revenue.

This dashboard

page depicts

analytics on Top

10 products

making the most

Order Margin,

Returns Margin

and Overall

Order Margin.

This page provides

analytics on the

customers

representing the top

order revenue,

order size,

Cancellations,

Returns and

discounts.

Effectiveness

This page provides insight

into effectiveness of sales

Organizations and

Regions on average order

size, average discount and

average number of

products per order.

This page provides

insight on the key

metrics like order

amount, discount %,

order margin, return

amount, orders and

invoices for a specific

customer.

This page provides

visibility into exception

items like blocked

orders, return orders,

products fetching least

margins and products

losing a lot of margins,

etc that require special

attention.


Order Fulfillment Dashboard

The Order Fulfillment dashboard provides Sales Executives, Order Management managers and Sales Operations with holistic insight into Order Fulfillment performance of the organization through actionable analytics on Orders, Backlogs, Shipping Performance, Invoicing, Sales Cycle and Exceptions.

Overview Fulfillment Shipping Performance A/RExceptionsSales Cycle

This page provides

overview into the

overall order fulfillment

process including

order to invoice lag

trends, on time and

late shipping trend,

etc.

This page provides

insight into the

fulfillment process

including shipping

performance trend,

unfulfilled orders,

products and

customers with longest

fulfillment lag, etc.

This dashboard page

has reports depicting

Pick Rate, Ship Rate,

Pick Performance and

Ship Performance by

Plants.

This page provides a

holistic view of the

order to invoice

business process,

including identification

of specific process

inefficiencies for each

major component of the

process.

Backlog

This page provides high-

level insight into the

Accounts Receivable of

the customer base by

customer type, industry

and specific customer.

This page provides

insight into the

current backlog and

inventory of the

company as well as

backlog by location,

backlog trends and

composition of the

backlog.

This page provides

insight into items

requiring special

attention including the

top blocked orders and

the customers with the

largest overdue

accounts receivable.


Inventory Dashboard

Overview Exceptions ActivitiesTrends Balances Returns

The Overview page provides

Insight into overall inventory

position across supply chain

in terms of Inventory turns

and cash tied up in different

types of inventory. It also

shows safety stock by

location or product type.

The Trends dashboard page

provides insight into Inventory

availability and movement analysis

by transaction type, product type

and location.

The Exceptions

dashboard page

provides insight into

inventory exceptions

like shortage/excess

or below safety stock

inventory, enabling

supply chain

management by

exceptions.

The Balances dashboard

page provides Inventory

balances by inventory type,

location and product type.

The Activities

dashboard page

summarizes different

types of inventory

movements by

location.

The Returns dashboard page

provides analysis related to supplier

and customer product returns by

plant by product type.

Bill Of Material

The Inventory Dashboard provides a comprehensive and actionable insight into the inventory held by an organization; bill of materials; and inventory movements in, out, and through manufacturing plants, distribution centers, or storage locations. This enables companies to monitor inventory levels trend to sales performance to improve cost exposure, increase turnover through inventory level reduction.

The Bill of materials

dashboard page provides

where-used analysis for

each inventory item.


Supply Chain & Order Management

Analytics Subject Areas (1 of 3)

Sales - Sales Overview This subject area provides detailed metrics on orders and invoices by sales organization,

customer, product, time, and fulfillment details.

Sales - Orders, Backlog

and Invoices

This subject area provides the ability to report on booking, billing and backlog by

customer, product, sales organization, time and fulfillment details.

Sales - Order Process This subject area provides the ability to report on sales cycle details by customer,

shipping location, office location, plant, product, sales organization, time and fulfillment

details.

Sales - Inventory and

Backlog

This subject area has detailed measures on inventory and backlog by time, product, plant

and storage location parameters.

Sales - Backlog History This subject area has the ability to report on backlog history by customer, sales

organization, time, product and fulfillment details.

Sales - Sales Receivables This is a summary level subject area that has metrics on AR balance and turnover by

customer, company and time dimensions.

Sales - Customer Activity This subject area has measures on customer activity by time, ship to location, sold to

location and customer parameters.

Sales - Order Lines This subject area provides the detailed ability to report on order lines facets by customer,

shipping location, office location, plant, product, sales organization and time details.


Sales - Orders and

Invoices

This subject area has measures on order and invoice details by product, customer,

time, sales organization and fulfillment details.

Sales - Backlog Lines This is a detailed subject area that renders comprehensive reporting on Operate

Unscheduled Backlog, Operate Scheduled Backlog, Operate Delinquent Backlog,

Operate Blocked Backlog, Operational Backlog and Financial Backlog.

Sales - Booking Lines This subject area delivers measures on RMA Volume and Value Rate, Booked Amount,

Discounted Booked Amount, Booked COGS, Adjustment Amount and Number of

Adjustments.

Sales - Invoice Lines This subject area provides capability for analysis on Net Invoiced Amount, Average

Invoice Value, Invoiced Discount, Cancellations, Cumulative Invoice Revenue.

Sales - Pick Lines This subject area has the capability for analytics on On Time Pick Rate, Picked Amount,

Shipped Amount, Picked COGS, Shipped COGS by Fulfillment Location, Storage

Location, Office Location, Shipping Location, etc.

Sales - Sales Revenue This subject area provides analytics content on GL revenue alongside Order and

Invoice measures by Product, Customer, Time and Order detail dimensions.

Sales – Schedule Lines This is a summary level subject area that renders reporting on Confirmed Scheduled

Quantity, Total Scheduled Amount and Scheduled COGS by Fulfillment Location,

Manufacturing Location, Storage Location, Office Location, Shipping Location, etc.






Inventory - Balances This is a detailed subject area that provides information that represent at a point

in time information of all inventory balances and inventory values related to

products whose inventory is maintained by the business organization.

Inventory - Transactions This is a detailed subject area is used to capture all the product related

transactions that occur during a product's lifecycle at an inventory location of a

business organization. The transactions are typically performed against business

documents that authorize such transactions. You could classify all transactions

into two types—Issue and Receipt.

Inventory - Bill of

Materials

This subject area provides a listing of all the subassemblies, intermediates, parts

and raw materials that go into a parent assembly, showing the quantity of each

required to make an assembly.

Inventory - Customer

and Supplier Returns

This subject area provides information on the product returns related to both

Suppliers and customers.


Order Management & Fulfillment Metrics

• # of Orders

• Ordered Amount

• Invoiced Amount

• Cancelled Amount

• Discount Amount

• Cost of Goods Sold

• Order Margin

• Return Amount

• On Time Pick Rate

• On Time Shipping Performance

• Order To Invoice Days Lag

• # of New Customers

• # of Lost Customers

• # of Active Customers

• Quarter Ago Total Ordered Amount

Inventory Metrics

• Available Consignment Quantity

• Available Quantity

• Block Consignment Quantity

• Blocked Quantity

• Days Inventory Outstanding

• In Transit Quantity

• Inspection Consignment Quantity

• Inspection Quantity

• Inventory Turn

• Opening Quantity

• Replenishment Quantity

• Restricted Quantity

• Returned Quantity

• Actual Issue Quantity

• Actual Receipt Quantity

Sample Supply Chain & Order Management Analytics Metrics

Sample Pre-Built Dashboards

VP Sales• Revenue

• Trends

• Effectiveness

• Sales Cycle

Sales Rep• Customer Report

• Sales Cycle

• Customer

• Revenue

VP, Supply Chain• Fulfillment

• Inventory Balances

• Shipping Performance

• Sales Cycle

OM Manager• Shipping Performance

• Fulfillment

• Backlog

• Exception

Oracle Supply Chain & Order

Management Analytics

Inventory Manager• Overview

• Trends

• Activities

• Exceptions


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Order Management Reports


• Purpose:

• This report provides insight into key

metrics and KPIs in Order

Management process.

• User Focus:

• Order Management Managers and

Executives

Order Management Key Metrics

• Location:

• Dashboard – Order Management

• Page – Overview

• Source:

• Sales - Revenue Subject Area


• Purpose:

• Displays cumulative order and

invoice revenue by week for the

current quarter.

• User Focus:


VP of Sales

• Location:



• Source:

• Sales - Orders, Backlog and

Invoices Subject Area

Cumulative Order and Invoice Revenue


• Purpose:

• Compares the current quarter's

order revenue to last quarter's for

benchmarking purposes.

• User Focus:


VP of Sales

• Location:



• Source:



Cumulative Order Revenue versus Last

Quarter


• Purpose:

• Compares the current quarter's

invoice revenue to last quarter's for

benchmarking purposes.

• User Focus:

• Order Management Managers & VP

of Sales

• Location:



• Source:

• Sales - Orders and Invoices Subject

Area

Cumulative Invoice Revenue versus Last

Quarter


• Purpose:

• Lists the top 10 orders based

on order amount and displays

the customer name and status

for each order.

• User Focus:

• Order Management Managers

and Executives

• Location:

• Dashboard – Order

Management


• Source:



Top 10 Orders


• Purpose:

• Shows trends in average order

amount and % discount by month

for current year.

• User Focus:

• Order Management Managers &

Analysts

• Location:


• Page – Trends

• Source:

• Sales - Orders and Invoices

Subject Area

Average Order Size and Discount Trend


• Purpose:

• Displays trends in average order

amount and the average number

of products per order by month

for current year.

• User Focus:


Analysts

• Location:


• Page – Trends

• Source:



Average Products per Order Trend


• Purpose:

• Trends total cancelled amount and

ordered amount by quarter.

• User Focus:


VP of Sales

• Location:


• Page – Trends

• Source:


Subject Area

Cancel Amount Trend


• Purpose:

• Trends total return amount and

ordered amount by quarter.

• User Focus:


Analysts

• Location:


• Page – Trends

• Source:


Subject Area

Return Amount Trend


• Purpose:

• Displays the order and invoice

revenue for the top performing

sales representatives.

• User Focus:

• VP of Sales

• Location:


• Page – Revenue

• Source:

• Sales - Sales Overview Subject

Area

Employee Order and Invoice Revenue


• Purpose:


revenue generated by each

customer category.

• User Focus:

• VP of Sales

• Location:



• Source:



Customer Category Revenue


• Purpose:


revenue generated by each sales

territory.

• User Focus:

• VP of Sales

• Location:



• Source:



Order and Invoice Revenue by Sales

Territory


• Purpose:

• Displays order and invoice revenue

by product type.

• User Focus:


Executives

• Location:



• Source:



Order and Invoice Revenue by Product


• Purpose:

• Shows order and invoice revenue

by sales area for the top sales

organizations.

• User Focus:

• VP of Sales

• Location:



• Source:



Order and Invoice Revenue by Sales

Organization


• Purpose:


revenue generated by each customer

segment

• User Focus:

• VP of Sales

• Location:



• Source:

• Sales - Orders, Backlog and Invoices

Subject Area

Customer Segment Revenue


• Purpose:

• Displays the %Order Margin,

Ordered COGS and Ordered

Amount Margin for the top 10

Products with the highest Order

Margin.

• User Focus:

• Order Management Executives

• Location:


• Page – Margin Analysis

• Source:

• Sales – Order Lines Subject Area

Top Ten Products by Order Margin


• Purpose:

• Displays the % Net Margin, Net

COGS and Net Amount Margin for

the top 10 Products with the

highest Net Order Margin.

• User Focus:


• Location:



• Source:


Top Ten Products by Net Order Margin


• Purpose:

• Displays the %Order Margin,

Ordered COGS and Ordered

Amount Margin for the top 10

Sales Organizations with the

highest Margin %.

• User Focus:


• Location:



• Source:


Top Ten Sales Orgs by % Margin


• Purpose:

• Displays the %Lost Margin, Return

COGS and Return Amount Margin

for the top 10 products with the

highest Lost Margin.

• User Focus:


• Location:



• Source:


Top Ten Products by Lost Margin


• Purpose:

• Displays the average order size

and discount for the top 10 sales

representatives.

• User Focus:

• VP of Sales

• Location:


• Page – Effectiveness

• Source:


Area

Employee Average Order with Discount


• Purpose:

• Displays average order amount

and % discount by sales

organization.

• User Focus:

• VP of Sales

• Location:



• Source:



Average Order Size and Discount by

Sales Organization


• Purpose:

• Displays average order amount

and % order discount by sales

territory.

• User Focus:

• VP of Sales

• Location:



• Source:



Average Order Size and Discount by

Sales Region


• Purpose:


and average number of products

per order for the sales

representatives with the top 10

average order size.

• User Focus:


• Location:



• Source:


Area

Employee Cross-selling Effectiveness


• Purpose:



per order for the sales territories

with the top 10 average order size.

• User Focus:


• Location:



• Source:

• Sales - Sales Orders & Invoices

Subject Area

Sales Region Cross-selling Effectiveness


• Purpose:



per order for the sales organization

with the top 10 average order size.

• User Focus:

• VP of Sales

• Location:



• Source:


Area

Sales Org Cross-selling Effectiveness


• Purpose:

• Lists customers who have not been ordering for the last two quarters.

• User Focus:

• Order Management Managers and Analysts

• Location:


• Page – Customer

• Source:

• Sales - Customer Activity Subject Area

At Risk Customers


• Purpose:

• Lists the top customers based on

order revenue and displays each

customer's Ordered amount and

invoiced amount

• User Focus:


and VP of Sales

• Location:



• Source:



Top Customers


• Purpose:

• Lists the top 10 customers based on

average order size. The report

compares the average order size and

ordered amount for each top

customer.

• User Focus:

• Order Management Executives and

Managers

• Location:



• Source:


Top Customers by Order Size


• Purpose:

• Lists the customers ordered amount

and discount amount for the top 10

customers by ordered amount.

• User Focus:


VP of Sales

• Location:



• Source:


Top Customers by Discount


• Purpose:


and discount amount for the top 10

customers by return amount.

• User Focus:


Managers

• Location:



• Source:



Top Customers by Return


• Purpose:


and cancelled amount for the top 10

customers by cancelled amount.

• User Focus:


VP of Sales

• Location:



• Source:


Top Customers by Cancellations


• Purpose:

• Displays key metrics for a given customer.

• User Focus:

• Sales Rep and VP of Sales

• Location:


• Page – Customer Report

• Source:

• Sales - Orders, Backlog and Invoices Subject Area

Customer Scorecard


• Purpose:

• Shows the cumulative order

revenue and ordered amount for a

customer.

• User Focus:


• Location:



• Source:

• Sales - Order Lines Subject Area

Order Amount Trend by Customer


• Purpose:

• Lists recent orders and their status

for a given customer.

• User Focus:


• Location:



• Source:

• Sales – Orders and Invoices

Subject Area

Recent Customer Orders


• Purpose:

• Lists recent invoices and their

status for a given customer.

• User Focus:


Analysts

• Location:



• Source:


Subject Area

Recent Customer Invoices


• Purpose:

• Lists the top 10 cancelled or blocked orders for a given time period

and displays the associated customer name and status.

• User Focus:

• Order Management Managers and Executives

• Location:


• Page – Exceptions

• Source:

• Sales - Orders and Invoices Subject Area

Top Cancelled or Blocked Orders


• Purpose:

• Lists the top 10 returned orders for a given time period and

displays the associated customer name product name and order

number.

• User Focus:

• Order Management Managers and Executives

• Location:



• Source:

• Sales - Orders and Invoices Subject Area

Top 10 Return Orders


• Purpose:

• Display the % order margin and

ordered amount margin for the top

10 products with the lowest % of

order margin.

• User Focus:


• Location:



• Source:

• Sales – Orders Lines Subject Area

Products with Least Order Margin


• Purpose:

• Display the % lost margin and

return amount margin for the top

10 products with the highest % of

lost margin.

• User Focus:


• Location:



• Source:

• Sales – Orders Lines Subject Area

Top 10 Products by Lost Margin


• Purpose:

• This report provides purchase

history for a given customer and

shows all the orders placed by the

customer by month

• User Focus:


• Location:


• Additional report in catalog

• Source:


Subject Area

Customer Purchase History


• Purpose:

• This report displays the total order

revenue and % discount for each

customer type.

• User Focus:


and VP of Sales

• Location:



• Source:



Customer Segment Profile


• Purpose:

• Shows the number of first time

customers and the total order

amount from their first orders.

• User Focus:


Executives

• Location:



• Source:


First Orders from Customers


• Purpose:

• This report displays the number of

orders and % discount for each

customer.

• User Focus:


• Location:



• Source:


First Orders from Customers - Details


• Purpose:

• Displays total order revenue and

% discount by customer industry.

• User Focus:


and VP of Sales

• Location:



• Source:



Industry Profile


• Purpose:

• Displays cumulative progress of

order and invoice revenue during

a given time period.

• User Focus:


and VP of Sales

• Location:



• Source:


Area

Linearity - Cumulative Order and Invoice

Revenue


• Purpose:

• This report displays and lists the

order and invoice revenue by

product.

• User Focus:


Executives

• Location:



• Source:



Order and Invoice Revenue by Product

Detail


• Purpose:

• This report displays the number of

orders and order revenue

generated by each customer

category over the previous 12

months.

• User Focus:


and VP of Sales

• Location:



• Source:



Orders by Customer Category


• Purpose:

• This report displays the order and

invoice revenue by sales

representative.

• User Focus:


VP of Sales

• Location:



• Source:


Subject Area

Sales Organization Order and Invoice

Revenue by Employee Detail


• Purpose:

• This report displays the order

revenue growth compared to

previous quarter for all territories.

• User Focus:

• VP of Sales

• Location:



• Source:



Sales Region Quarter Ago Order Revenue

Growth


• Purpose:

• This report displays the order

revenue growth compared to

previous quarter for top ten sales

reps.

• User Focus:

• VP of Sales

• Location:



• Source:



Sales Representative Quarter Ago Order

Revenue Growth


• Purpose:

• Lists the top 10 customers who

submitted the largest returns.

• User Focus:


and Analysts

• Location:



• Source:


Subject Area

Top 10 Customers by Returns


• Purpose:

• Lists the products that received

the largest ten returns.

• User Focus:


and Analysts

• Location:



• Source:


Subject Area

Top 10 Products by Return Amounts


• Purpose:

• This report lists the top

customers based on order

revenue and displays the

customer name and customer

type.

• User Focus:


and VP of Sales

Top Customer Detail

• Location:



• Source:


Subject Area


• Purpose:

• Lists the top sales

representatives based on order

revenue and displays their total

order and invoice revenue.

• User Focus:

• VP of Sales and Order

Management Executives

• Location:

• Dashboard – Order

Management


• Source:


Subject Area

Top Performers


• Purpose:

• This report displays the monthly

trend of blocked and cancelled

order amount.

• User Focus:


and Executives

• Location:



• Source:


Subject Area

Trend of Blocked and Cancelled Orders


• Purpose:

• This report displays the change in

order revenue from the prior

quarter in both absolute and %

terms by product type.

• User Focus:


and Analysts

• Location:



• Source:


Subject Area

Changes in Order Revenue from Last

Quarter


• Purpose:

• This report lists the top 10

invoices and displays their

customer name and status.

• User Focus:


and Analysts

• Location:



• Source:


Subject Area

Top 10 Invoices


• Purpose:

• This report provides visibility to

cancellations submitted by

customers.

• User Focus:


and Analysts

• Location:



• Source:


Cancellations by Customers


• Purpose:

• This report provides visibility to

discount received by each

customer.

• User Focus:


and VP of Sales

• Location:



• Source:


Discount by Customers


• Purpose:

• This report lists the Order and

Invoice Amount for each

customer.

• User Focus:


and Analysts

• Location:



• Source:



Order and Invoice Amount by Customer


• Purpose:

• This report lists the returns by

customer.

• User Focus:


and Analysts

• Location:



• Source:



Returns by Customers



Order Management Reports

Additional Reports not exposed on the

Dashboard


• Purpose:

• Displays the %Lost Margin, Return

COGS and Return Amount Margin

by Product

• User Focus:


• Location:

• Dashboard –


• Source:


Lost Margin by Products


• Purpose:

• Displays the % Net Margin, Net

COGS and Net Amount Margin by

Product

• User Focus:


• Location:

• Dashboard –


• Source:


Net Order Margin by Products


• Purpose:

• Displays the Rollup Ordered Amount,

Ordered COGS, Order Amount Margin

and % Order Margin by Product

• User Focus:


Order Margin by Products

• Location:

• Dashboard –


• Source:



• Purpose:

• Displays the Rollup Ordered Amount,

Ordered COGS, Order Amount Margin

and % Order Margin by Sales

Organization

• User Focus:


Order Margin by Sales Orgs

• Location:

• Dashboard –


• Source:



• Purpose:

• Lists the ordered amount and

cancelled amount by customer

name

• User Focus:


VP of Sales

• Location:

• Dashboard –


• Source:


Cancellations by Customers


• Purpose:

• This report displays the order and

invoice revenue by sales

organization

• User Focus:


and VP of Sales

• Location:

• Dashboard –


• Source:


Subject Area

Sales Organization Order and Invoice

Revenue


• Purpose:

• Shows trends in average order

amount and % discount by month

for a chosen quarter.

• User Focus:


Analysts

• Location:

• Dashboard –


• Source:


Subject Area

Average Order Size and Discount Trend

by Sales Organization


• Purpose:

• Shows the trend in Days Sales

Outstanding by Quarter

• User Focus:

• Order Management Executive

• Location:

• Dashboard –

• Page – Additional report in catalog

• Source:

• Sales - Sales Receivables Subject

Area

DSO Trend



Order Fulfillment Reports


• Purpose:

• This report provides insight into key

order fulfillment metrics and KPIs.

• User Focus:

• Order Fulfillment Managers and VP

of Supply Chain

Order Fulfillment Key Metrics

• Location:

• Dashboard – Order Fulfillment


• Source:




• Purpose:

• This report displays trends in the

operational and Financial backlog.

• User Focus:


of Supply Chain

• Location:



• Source:

• Sales – Backlog History Subject

Area

Backlog Trends


• Purpose:

• This report provides trend for on

time shipping quantity.

• User Focus:

• Order Fulfillment Managers and

Executives

• Location:



• Source:

• Sales – Pick Lines Subject Area

On Time Shipping Trend


• Purpose:

• This report provides visibility into

trend of late shipping.

• User Focus:


of Supply Chain

• Location:



• Source:


Late Shipping Trend


• Purpose:

• This report provides insight into

trend of duration between order and

invoice.

• User Focus:


Executives

• Location:



• Source:

• Sales – Order Process Subject Area

Order to Invoice Cycle Times Trend


• Purpose:

• This report displays trends in

shipping effectiveness as measured

by the % of orders shipped on time

and the average order ship variance

• User Focus:


of Supply Chain

• Location:


• Page – Fulfillment

• Source:


Shipping Performance Trend


• Purpose:

• This report provides insight into how

long orders worth how much have

not been fulfilled.

• User Focus:

• Order Fulfillment Managers

• Location:



• Source:


Orders Not Fulfilled


Top 10 Products with Highest Fulfillment

Lag

• Purpose:

• Displays the top ten products by

longest fulfillment lag.

• User Focus:


VP of Supply Chain

• Location:



• Source:

• Sales - Order Process Subject Area


• Purpose:

• Displays the fulfillment lag for

customers with top order amounts.

• User Focus:


Executives

• Location:



• Source:


Top Revenue Contributing Customers with

Fulfillment Time


• Purpose:

• Displays the performance of plants

in terms of timely pick of deliveries.

• User Focus:


Executives

• Location:


• Page – Shipping Performance

• Source:


Top 10 Plants By On Time Pick Rate


• Purpose:


in terms of timely pick of quantity.

• User Focus:


VP of Supply Chain

• Location:



• Source:


Top 10 Plants By On Time Pick

Performance


• Purpose:


in terms of timely shipping of

deliveries.

• User Focus:


Executives

• Location:



• Source:


Top 10 Plants By On Time Ship Rate


• Purpose:


in terms of timely shipping of

quantity.

• User Focus:


VP of Supply Chain

• Location:



• Source:


Top 10 Plants By On Time Ship

Performance


• Purpose:

• Displays the current available

quantity and operational backlog

amount for each product type.

• User Focus:


Executives

• Location:


• Page – Backlog

• Source:

• Sales - Inventory and Backlog

Subject Area

Top 10 Current Backlog and Inventory


• Purpose:

• Depicts the operational backlog

amount by storage location.

• User Focus:

• Supply Chain Executives and

Managers

• Location:



• Source:

• Sales - Inventory and Backlog

Subject Area

Current Backlog by Location


• Purpose:

• Displays trends in the operational

backlog.

• User Focus:

• VP of Supply Chain

• Location:



• Source:

• Sales - Backlog History Subject

Area

Backlog Trends


• Purpose:

• Displays the current blocked,

delinquent and unscheduled portions

of the backlog as measured by

backlog amount for the top Storage

Locations.

• User Focus:


• Location:



• Source:

• Sales - Inventory and Backlog Subject

Area

Current Blocked, Delinquent and

Unscheduled Backlog


• Purpose:

• Displays the current accounts

receivable and Days Sales

Outstanding (DSO) for each customer

type.

• User Focus:


• Location:


• Page – A/R

• Source:


Area

Current Customer Segment Receivables


• Purpose:

• Displays the receivables and Days

Sales Outstanding (DSO) for each

customer category.

• User Focus:


• Location:


• Page – A/R

• Source:


Area

Current Industry Receivables


• Purpose:

• Lists the customers with the largest

overdue receivables and displays their

name, type and category.

• User Focus:


• Location:


• Page – A/R

• Source:


Area

Largest Overdue Customer Balances


• Purpose:

• Displays customers that have the

largest outstanding receivables.

• User Focus:


• Location:


• Page – A/R

• Source:


Area

Top 10 Customers by AR Balance


• Purpose:

• Shows average days lag for each

stage of the Order to Cash cycle.

• User Focus:


and VP of Supply Chain

Sales Cycle Overview

• Location:


• Page – Sales Cycle

• Source:

• Sales - Order Process Subject

Area


• Purpose:

• Displays ship to invoice days lag for

different categories of ship-to-invoice

days.

• User Focus:


Executives

• Location:



• Source:


Revenue Recognition - Ship to Bill Days

Aging


• Purpose:

• Displays days lag for orders that are

shipped but not invoiced.

• User Focus:


Analysts

• Location:



• Source:


Shipments Not Invoiced


• Purpose:

• Lists the top 10 backlog orders and lists the

blocked, unscheduled and delinquent

quantities by sales order number and

customer.

• User Focus:

• Order Fulfillment Managers and Executives

Top Blocked, Unscheduled and Delinquent

Orders

• Location:



• Source:

• Sales - Orders, Backlog and Invoices

Subject Area


• Purpose:

• Displays the current backlog quantity

for each product

• User Focus:

• VP of Supply Chain

• Location:



• Source:

• Sales - Inventory and Backlog Subject

Area

Current Backlog by Product


• Purpose:

• Lists the customers with the largest

overdue receivables and displays their

name, type and category.

• User Focus:


• Location:



• Source:


Area

Largest Overdue Customer Balances


• Purpose:

• Displays top 10 orders with

longest order to invoice lag.

• User Focus:


Executives

• Location:



• Source:

• Sales - Order Process Subject

Area

Top Ten Orders by Invoice Days Lag



Order Fulfillment Reports


Dashboard


• Purpose:

• Lists the top 10 orders by order

amount which are not yet fulfilled.

• User Focus:


• Location:



• Source:

• Sales – Orders, Backlog and


Top 10 Orders not Shipped


• Purpose:

• This report lists the products that

take the ten longest duration from

order time to shipping time.

• User Focus:


of Supply Chain

• Location:



• Source:


Top 10 Products by Order To Ship Days

Lag


• Purpose:


the trend of Days Sales

Outstanding and Accounts

Receivables balance.

• User Focus:

• Order Management Executive

• Location:



• Source:

• Sales – Receivables Subject

Area

DSO and AR Balance Trend


• Purpose:

• This report displays the

product types with the greatest

backlog at specific storage

locations.

• User Focus:


and VP of Supply Chain

• Location:



• Source:

• Sales – Inventory and Backlog

Subject Area

Backlog by Location Detail


• Purpose:

• This report displays the current

available quantity and operational

backlog amount for each product.

• User Focus:

• VP of Supply Chain and Order

Fulfillment Managers

• Location:



• Source:

• Sales – Inventory and Backlog

Subject Area

Current Backlog and Inventory


• Purpose:


available quantity and operational

backlog amount for each product

and plant combination.

• User Focus:


Current Backlog and Inventory Details

• Location:



• Source:

• Sales – Inventory and Backlog Subject Area


• Purpose:


blocked, delinquent and

unscheduled portions of the backlog

as measured by backlog amount for

the top Storage Locations.

• User Focus:


Current Blocked, Delinquent and

Unscheduled Backlog Details

• Location:



• Source:

• Sales – Inventory and Backlog Subject Area


• Purpose:

• This report displays trends in the

operational backlog.

• User Focus:


of Supply Chain

Operational Backlog and Financial

Backlog Details

• Location:



• Source:

• Sales –Backlog History Subject Area


Shipping Performance Trend Details• Purpose:

• This report displays trends in shipping effectiveness as measured by the % of orders

shipped on time and the average order ship variance.

• User Focus:


• Location:



• Source:



Late Ship Rate

• Purpose:

• This report provides trend for late

ship rate.

• User Focus:


• Location:



• Source:



On Time Ship Rate

• Purpose:

• This report provides trend for on

time ship rate.

• User Focus:


• Location:



• Source:



• Purpose:

• This is an operational report

providing details of orders at the

most granular level.

• User Focus:


Analysts

Order Details

• Location:



• Source:

• Sales - Orders Process Subject

Area


• Purpose:

• This report provides a detailed

fulfillment status for orders at the

most granular level.

• User Focus:


Analysts

Order and Shipment Details

• Location:



• Source:


Area


• Purpose:


amount and number of orders

stuck in different order to ship

days category.

• User Focus:


Executives

Order to Ship Days Lag

• Location:



• Source:


Area



Inventory Reports


• Purpose:

• Shows the Key Performance Indicators for a given combination of filter criterion (e.g.

Plant Location, Product type Description, Product Name etc) that provides overall health

of the organization related to Inventory.

• User Focus:

• VP of Operations, Inventory Manager, Supply Chain Executive, Inventory analysts

• Location:

• Dashboard – Inventory


• Source:

• Inventory - Balances subject area

• Report - Inventory Key Metrics

Inventory - Key Performance Indicators


• Purpose:

• This report provides information

on readily available inventory

balances by product type and by

Plant.

• User Focus:

• VP of Operations, Inventory

Manager, Supply Chain

Executive, Inventory analysts

• Location:



• Source:


Inventory Snapshot - Available


• Purpose:

• This report provides information on

Available and blocked consigned

inventory balances by product type and

by plant

• User Focus:

• VP of Operations, Inventory Manager,

Supply Chain Executive, Inventory

analysts

• Location:



• Source:


Inventory Snapshot – Consigned


• Purpose:

• This report provides information on

unavailable inventory balances by

product type and by plant Location

• User Focus:

• VP of Operations, Inventory Manager,

Supply Chain Executive, Inventory

analysts

• Location:



• Source:


Inventory Snapshot – Unavailable


• Purpose:

• Shows top 10 plant locations with highest

available quantity and value of the inventory

by plant location & product type description,

providing useful insight in the process of

managing inventory asset.

• User Focus:

• VP of Operations, Inventory Manager, Supply

Chain Executive, Inventory analysts

• Location:



• Go Navigation link from Inventory Snapshot

– Available report

• Source:

• Inventory – Balances subject area

Top 10 Inventory Valuation Report By

Plant or Product Type


• Purpose:

• Shows plant location, product, available

consigned quantity, safety stock and deficit

quantity, providing useful insight in the process

of managing consigned inventory asset.

• User Focus:

• VP of Operations, Inventory Manager, Supply

Chain Executive, Inventory analysts

• Location:



• Go Navigation link from Inventory Snapshot –

Consigned report

• Source:


Number of Consigned Products Requiring

Reorders


• Purpose:

• This report details Finished Goods

Inventory availability trends for the top 5

products over a user specified time period

for Available Inventory

• User Focus:

• Inventory analysts and managers

• Location:


• Page – Activities, Trends

• Source:


Top 5 Finished Goods Inventory Trend

Analysis


• Purpose:

• This report details component Inventory

availability trends for the top 5 products

over a user specified time period for

Available Inventory

• User Focus:


• Location:


• Page – Activities, Trends

• Source:


Top 5 Component Inventory Trend

Analysis


• Purpose:

• Shows the amount of inventory that is

Blocked (not available for ready use) by

location or by product type providing useful

insight that may lead to taking corrective

action to either unblock or release the

inventory and prevent the disruption to flow

• User Focus:


• Location:


• Page – Exceptions, Trends

• Go Navigation Link from Top 5 Finished

Goods Inventory Trend Analysis report in

Trends dashboard page

• Source:


Unavailable Inventory By Plant or

Product Type


• Purpose:

• Shows the amount of inventory shortage

to meet safety stock requirement by

location by product or by Product Type,

providing useful insight that may lead to

taking corrective action to bring more

inventory to satisfy demand

• User Focus:


• Location:



• Source:


Top 10 Inventory Below Safety Stock

by location


• Purpose:

• This report details the Top 10 inventory

items that have extremely large available

quantities which would specify any

potential accounting errors

• User Focus:


• Location:



• Source:


Top 10 Inventory Items with Large

Available Quantities


• Purpose:

• Shows the amount of discontinued

inventory by location or by product

type providing useful insight that may

lead to taking corrective action to

optimize inventory and reduce cash

tied up in inventory

• User Focus:


• Location:


• Page – Additional report in Catalog

• Source:


Top 5 Discontinued Inventory By Plant

or Product Type


• Purpose:

• Shows the amount of component inventory

available by location or by product type

providing useful insight during supply chain

planning

• User Focus:


• Location:


• Page – Balances

• Source:


Top 10 Component Inventory By

Product or Plant Location


• Purpose:

• Shows the amount of available inventory

(all types) available by location or by

product type providing useful insight during

supply chain planning

• User Focus:


• Location:



• Source:


Top 10 Inventory By Product Type or

Plant Location


• Purpose:

• This report details Top 10 Finished Goods

by Product Name , for all the Plant

Locations.

• User Focus:


• Location:



• Source:


Top 10 Finished Goods Inventory By

Product Name


• Purpose:

• This report details the Blocked

component inventory items by Plant

location or Product Type and is used

to ensure the availability of the

necessary components to keep the

manufacturing process in operation

• User Focus:

• Inventory Analysts and managers

• Location:


• Page - Balances

• Source:


Blocked Inventory By Plant Or Product

Type


• Purpose:

• Shows the details of the top 10 inventory

transactions related to the inventory

subject area by plant location or product

type.

• User Focus:


• Location:


• Page – Activities

• Source:

• Inventory – Transactions subject area

Top 10 Inventory Transactions By



• Purpose:

• Shows the details of the inventory

movements by plant or product type

• User Focus:


• Location:



• Source:


Top 10 Inventory Movements By Plant

or Product Type


• Purpose:

• This report details Top 10 Goods Issues by

Movement Type for all the products and

plants.

• User Focus:


• Location:



• Source:


Top 10 Goods Issues by Movement Type


• Purpose:

• This report details Top 10 Goods Receipts

by Movement Type for all products and

plants

• User Focus:


• Location:



• Source:


Top 10 Goods Receipts by Movement

Type


• Purpose:

• Shows top 10 products returned by

customer and their corresponding value

and quantities. It may provide useful

insight during product return analysis and

subsequent supply chain planning

• User Focus:


• Location:


• Page – Returns

• Source:

• Inventory - Customer and Supplier

Returns subject area

Top 10 Customer Product Returns By



• Purpose:

• This report details the specific components

required to manufacture the organization's

finished goods offered for sale to

Customers.

• User Focus:


• Location:


• Page – Bill of Materials

• Source:

• Inventory - Bill of Materials subject area

Finished Goods Bill of Material


• Purpose:

• Shows the details of the finished goods in

which specific component parts are utilized.

It is useful to use this report to quickly

identify all products that use specific

components in their assemblies

• User Focus:


• Location:



• Source:


Component Utilization Report


• Purpose:

• Shows component inventory by storage location

and product type, providing useful insight in the

process of managing component inventory at a

storage location.

• User Focus:


• Location:



• Go Navigation link from Component Inventory by

Product Type and Storage Location report

• Source:


Component Inventory By Product Type

and Storage Location


• Purpose:

• This report provides details of company’s

Overall Inventory Turns trending, and

comparison of the same to company

targets and industry standards. Values

for the Company Targets and Industry

Standards can be changed with the

appropriate values that are applicable to

your situation

• User Focus:


• Location:


• Page – Overview - Drilldown from

Overall Inventory Turns KPI

• Source:


Inventory Key Metric - Overall Inventory

Turns Trend


• Purpose:


Days Inventory Outstanding (DIO)

trending, and comparison of the same to

company targets and industry standards.

Values for the Company Targets and

Industry Standards can be changed with

the appropriate values, that are applicable

to your situation

• User Focus:


• Location:


• Page – Overview - Drilldown from Days

Inventory Outstanding (DIO) KPI

• Source:


Inventory Key Metric - Days Inventory

Outstanding (DIO) Trend


• Purpose:

• This report provides details of company’s Overall

Available Inventory Value trending, and

comparison of the same to company target

inventory value. Value for the Company Target

Inventory Value can be changed with the

appropriate value, that is applicable to your

situation.

• User Focus:


• Location:


• Page – Overview - Drilldown from Overall

Available Inventory Value KPI

• Source:


Inventory Key Metric - Overall Available

Inventory Value


• Purpose:

• Shows company target # of products

requiring reorder and actual # of

products requiring reorder, providing

useful insight in the process of

managing product reorder point and

subsequent material flow.

• User Focus:


• Location:


• Page – Overview - Drilldown from # of

products requiring reorder KPI

• Source:


Inventory Key Metric- # of Products

Requiring Reorder


• Purpose:

• Shows the details of company’s Overall

Consignment Inventory value trending, and


inventory value. Value for the Company Target

Inventory Value can be changed with the

appropriate value, which is applicable to your

situation.

• User Focus:


• Location:



Consignment Inventory KPI

• Source:


Inventory Key Metric - Overall

Consignment Inventory Value


• Purpose:


Overall Blocked Consignment Inventory

value trending, and comparison of the same

to company target inventory value. Value for

the Company Target Inventory Value can be

changed with the appropriate value, which is

applicable to your situation.

• User Focus:


• Location:



Blocked Consignment Inventory Value KPI

• Source:


Inventory Key Metric - Overall Blocked

Consignment Inventory Value


• Purpose:

• Shows the details of company’s Overall Blocked

Inventory value trending, and comparison of the

same to company target inventory value. Value

for the Company Target Inventory Value can be

changed with the appropriate value, which is


• User Focus:


• Location:



Blocked Inventory Value KPI

• Source:


Inventory Key Metric - Overall Blocked

Inventory Value



Inventory Reports


Dashboard


• Purpose:

• This report provides details of company’s Overall

Available Inventory Quantity trending, and


inventory Quantity. Value for the Company Target

Inventory Quantity can be changed with the


situation.

• User Focus:


• Location:


• Additional Report in Catalog

• Source:


Inventory Key Metric - Available Quantity


• Purpose:

• Shows trending details of company’s Overall

Opening Inventory (in quantities), and

comparison of the same to Company Target

Opening Inventory quantity. Value for the

Company Target Opening Inventory can be

changed with the appropriate value that is


• User Focus:


• Location:



• Source:


Inventory Key Metric - Overall Opening

Quantity


• Purpose:

• Shows quantity of product inventory blocked

from being used in production, providing

useful insight in the process of managing

restricted product inventory.

• User Focus:


• Location:



• Source:


Inventory Key Metric- Blocked Quantity


• Purpose:

• Shows the details of company’s overall

available consignment inventory (in

quantities) trending, and comparison of

the same to company target available

consignment inventory quantity. Value for

the Company Target Available

Consignment can be changed with the

appropriate value, that is applicable to

your situation

• User Focus:


• Location:



• Source:


Inventory Key Metric - Available

Consignment Quantity


• Purpose:

• Shows the details of company’s overall

Blocked consignment inventory (in

quantities) trending, and comparison of the

same to company target available

consignment inventory quantity. Value for

the Company Target Available

Consignment can be changed with the


situation

• User Focus:


• Location:



• Source:


Inventory Key Metric- Blocked

Consignment Quantity


• Purpose:

• Shows top 10 purchased products returned to

supplier and their corresponding value and

quantities. It may provide useful insight during

product supplier analysis and subsequent

supply chain planning

• User Focus:


• Location:


• Page – Additional Report in Catalog

• Source:

• Inventory - Customer and Supplier Returns

subject area

Top 10 Supplier Product Returns By



• Purpose:

• Shows the details of the Inventory by

Product Group and Storage Location

• User Focus:


• Location:



• Source:


Inventory By Product Group and Storage

Location


• Purpose:

• This report provides information on all

inventory balances by product type and by

plant Location.

• User Focus:


Inventory Snapshot By Plant

• Location:



• Source:



• Purpose:


inventory balances by Product Type and

By Storage Location

• User Focus:


Inventory Snapshot By Storage Location

• Location:



• Source:



• Purpose:

• This report provides consolidated

overview of all inventory balances by

product type, by plant location and by

stock type.

• User Focus:


• Location:



• Source:


Inventory Snapshot For All Stock Types


• Purpose:


inventory items that are held as

consignment goods by Product Type and

By Storage Location

• User Focus:


• Location:



• Source:


Consignment Inventory By Storage

Location


• Purpose:

• Shows the amount of inventory to be

replenished by location or by product type

providing useful insight during supply chain

planning and execution

• User Focus:


• Location:



• Source:


Restricted Inventory By Plant or

Product Type


• Purpose:

• Shows inventory en-route to a location or

inventory en-route by product type, providing

useful insight during supply chain planning and

execution

• User Focus:


• Location:



• Source:


Top 10 In-Transit Inventory Items By



• Purpose:

• This report details Top 10 Finished Goods

Inventory by Product Name by Plant

Location.

• User Focus:


• Location:



• Source:


Top 10 Finished Goods Inventory by

Product Name by Plant Location


• Purpose:

• This report details In-Transit Manufacturing

Component Inventory Items By Plant.

• User Focus:


• Location:



• Source:


Top 10 In-Transit Manufacturing

Component Inventory Items By Plant


• Purpose:

• This report details the top 10 items (in

terms of value) by Product Type and

Storage Location

• User Focus:


• Location:



• Source:


Top 10 Inventory Valuation Report By

Storage Location


• Purpose:

• Shows In-Transit Inventory.

• Shows In-Transit Inventory by plant or

product, providing useful insight in the

process of managing In-Transit inventory.

• User Focus:


• Location:



• Source:


Top 10 In-Transit Inventory Items By Plant

or Product Type


• Purpose:

• This report details by Plant and Storage

location the number of products

requiring reordering due to their

available quantity meeting minimum

reorder point criteria.

• User Focus:


• Location:



• Source:


Number of Products Requiring Reorders


• Purpose:

• Shows either receipt or issue quantity

movement over time by location, providing

useful insight into the amount of inventory

being either issued or received in the

supply chain

• User Focus:


• Location:



• Source:


Inventory Movement Trend Analysis


• Purpose:

• This report details product returns to

supplier by storage location

• User Focus:


• Location:



• Source:

• Inventory - Customer and Supplier Returns

subject area

Top 10 Product Returns To Supplier By

Storage Location


• Purpose:

• Shows the details of the Customer returns

of product by storage location

• User Focus:


• Location:



• Source:

• Inventory – Customer and Supplier Returns

subject area

Customer Product Returns By Storage

Location


• Purpose:

• This report details the top 10 items (in terms of value) by Product Type and Storage Location

• User Focus:


• Location:



• Source:

• Inventory - Customer and Supplier Returns subject area

Top 10 Product Returns By Storage

Location


• Purpose:

• This report allows the user to select the specific internally manufactured product and produce

a bill of materials listing of the components required to build the product. It is useful to use

this report to easily identify the component parts required to build a product to ensure

availability in inventory and that replacement supply has been ordered.

• User Focus:


• Location:



• Source:


Manufactured Product Bill of Materials


Supply Chain & Order Management Analytics 7.9.6.3 Product Guide

Documents