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 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 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 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.
BI Apps are more thanDashboards 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
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.
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
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.
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
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.
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
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.
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
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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
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.
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 ofEffort
Degree of Customization
Easy
Moderate
Intermediate
Involved
Dashboards & Reports
OBIEE Metadata
DW Schema
ETL
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.
Companies Struggle to Improve Supply Chain and Order Management Performance
KEY CHALLENGES EXAMPLES
Lack of visibility into order to cash process to help eliminate bottlenecks
• Poor understanding of variances across the process• Little visibility into cycle times and process bottlenecks• Limited information on payments, outstanding balances, etc.• No knowledge of Operational, Financial, Delinquent backlogs
No insight into revenue lost due to cancellations and returns
• Poor visibility of products that often result in returns• Lack insight into reasons for order cancellations• Unable to identify reasons for customer returns
Unable to identify top orders in backlog to improve revenue recognition
• No knowledge of critical orders that are stuck• Poor visibility into customers with greatest overdue balance• Inability to clear backlog of orders• No insight into fulfillment stage that is most troublesome
Lack of Inventory Visibility to Improve Return on Assets
• Unable to improve asset utilization with optimal inventory • Need to deliver “perfect” orders while minimizing inventory• Inability to anticipate stock-out & excess inventory situations• Lack of visibility into enterprise-wide inventory status
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.
Supply Chain & Order Management Analytics Provides Insight to drive Revenue Recognition
ANALYSIS & METRICS BENEFITS
Order Effectiveness • Accelerate the order to cash process through more effective order fulfillment
• Spot troubled orders in backlog
• Identify product flaws to reduce returns and cancellations
• Focus collection efforts on customers with large overdue balances
• Increase customer satisfaction through on-time delivery
• Better manage sales cycle for faster revenue recognition
• Discover process bottlenecks
Inventory Visibility
Customer Performance
Employee Performance
Fulfillment Efficiency
• Top 10 orders• Average order size• Order/Invoice revenue
by sales organization
• Order revenue by product• Average products per order• Order/Invoice revenue trend• Discount trend
• Inventory by location• In-transit amounts and
reorder quantities• Inventory movements ,
unit and group costs
• Issue vs receipt quantity• Available, blocked and
inspection quantities• Replenishment, restricted &
returned quantity
• Customer scorecard• Recent customer orders• Top customers
• Number of new and lost customers
• Recent customer invoices
• Employee order / Invoice revenue
• Top performers• Employee avg order discount
• Orders not fulfilled• Backlog trends• Return amount trend• Current unscheduled,
blocked backlog
• Shipping performance trend• Largest overdue balances• Backlog by location/product• Ship to bill days aging• Top cancelled/blocked orders
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.
Pre-mapped metadata, including embedded best practice calculations and metrics for the sales organization.
Presentation Layer
20 Subject Areas
Logical Business Model
22 Fact and 53 Dimension
Tables
Physical Sources
3
A “best practice” library of over 250 pre-built intelligence dashboards, reports and alerts for sales representatives, analysts, managers and executives
4
Oracle Supply Chain and Order Management Analytics
Pre-built warehouse with 31 star-schemas designed for analysis and reporting on order, inventory, fulfillment and receivables data.
1
Customer Status History
Sales Invoice Lines
Sales Order Lines
Sales Cycle Lines Sales Pick Lines
Sales Backlog History
Inventory Transaction Inventory Balance
Sales Backlog Lines
Inventory Bill of Material
Customer Status HistoryCustomer Status History
Sales Invoice LinesSales Invoice Lines
Sales Order LinesSales Order Lines
Sales Cycle LinesSales Cycle Lines Sales Pick LinesSales Pick Lines
Sales Backlog HistorySales Backlog History
Inventory Transaction Inventory BalanceInventory Balance
Sales Backlog LinesSales Backlog Lines
Inventory Bill of Material
Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from Oracle EBS and other sources.
2
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.
Business Objectives / Issues
GainInsights
Take ActionCreate more Inventoryof Products in demand
Drill to Current Backlogand Inventory by Product
Which products have thehighest fulfillment lag?
How much order revenue isin highest fulfillment lag?
Is Cumulative InvoiceRevenue Trending up?
Is Order Fulfillmenton target?
Manage OrderManagement performance
Drill to D
etailDecision Workflows – Supply Chain & Order Management
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.
Business Objectives / Issues
GainInsights
Take ActionTarget Efforts to reduce the inventory
Is Inventory Balancestrending up?
Is Inventory Turns on target??
Reduce Inventory
Drill to D
etail
What are Top 10 Products By Inventory Value?
What is the Sales Trend for these products
Drill to Inventory Location Details
Decision Workflows – Supply Chain & Order Management
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.
What’s in Supply Chain & Order Management Analytics 7.9.6
• No. of dashboards 3• No. of dashboard pages 22• No. of reports 164• 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
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.
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
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.
Order Management DashboardThe 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.
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.
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/R ExceptionsSales 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.
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.
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.
The Bill of materials dashboard page provides where-used analysis for each inventory item.
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 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.
Supply Chain & Order Management Analytics Subject Areas (1 of 3)
Sales - Sales Overview This subject area provides detailed metrics on opportunity, order and invoice 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 presentation catalog 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 presentation catalog has detailed measures on inventory and backlog by time, product, plant and storage location parameters.
Sales - Backlog History This presentation catalog 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 presentation catalog 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.
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.
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 presentation catalog 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 presentation catalog 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 presentation catalog 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.
Supply Chain & Order Management Analytics Subject Areas (2 of 3)
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.
Supply Chain & Order Management Analytics Subject Areas (3 of 3)
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.
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.
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
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.
<Insert Picture Here>
Order Management Reports
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.
• Purpose: • This report provides insight into key
metrics and KPIs in Order Management process.
• User Focus: • Order Management Managers and
Executives
Orders and Invoice Key Metrics
• Location:
• Dashboard – Order Management• Page – Overview
• Source:
• Sales - Revenue Subject Area
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.
• Purpose: • Displays cumulative order and
invoice revenue by week for the current quarter.
• User Focus: • Order Management Managers and
VP of Sales
• Location:• Dashboard – Order Management• Page – Overview
• Source:• Sales - Orders, Backlog and
Invoices Subject Area
Cumulative Order and Invoice Revenue
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.
• Purpose: • Compares the current quarter's
order revenue to last quarter's for benchmarking purposes.
• User Focus: • Order Management Managers and
VP of Sales• Location:
• Dashboard – Order Management• Page – Overview
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Cumulative Order Revenue versus Last Quarter
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.
• 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
• Page – Overview
• Source:• Sales - Orders, Backlog and
Invoices Subject Area
Top 10 Orders
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.
• Purpose:
• Compares the current quarter's invoice revenue to last quarter's for benchmarking purposes.
• User Focus: • Order Management Managers & VP
of Sales• Location:
• Dashboard – Order Management• Page – Overview
• Source:
• Sales - Orders and Invoices Subject Area
Cumulative Invoice Revenue versus Last Quarter
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.
• Purpose: • Shows trends in average order
amount and % discount by month for current year.
• User Focus: • Order Management Managers &
Analysts
• Location:• Dashboard – Order Management• Page – Trends
• Source:• Sales - Orders and Invoices
Subject Area
Average Order Size and Discount Trend
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.
• Purpose: • Displays trends in average order
amount and the average number of products per order by month for current year.
• User Focus: • Order Management Managers &
Analysts
• Location:• Dashboard – Order
Management• Page – Trends
• Source:• Sales - Orders, Backlog and
Invoices Subject Area
Average Products per Order Trend
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.
• Purpose:
• Trends total cancelled amount and ordered amount by quarter.
• User Focus:
• Order Management Managers and VP of Sales
• Location:• Dashboard – Order Management
• Page – Trends• Source:
• Sales - Orders and Invoices Subject Area
Cancel Amount Trend
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.
• Purpose:
• Trends total return amount and ordered amount by quarter.
• User Focus:
• Order Management Managers and Analysts
• Location:• Dashboard – Order Management
• Page – Trends• Source:
• Sales - Orders and Invoices Subject Area
Return Amount Trend
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.
• Purpose:
• Displays the order and invoice revenue for the top performing sales representatives.
• User Focus:
• VP of Sales• Location:
• Dashboard – Order Management
• Page – Revenue• Source:
• Sales - Sales Overview Subject Area
Employee Order and Invoice Revenue
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.
• Purpose:
• Displays the order and invoice revenue generated by each customer category.
• User Focus: • VP of Sales
• Location:• Dashboard – Order Management
• Page – Revenue• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Customer Category Revenue
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.
• Purpose:
• Displays the order and invoice revenue generated by each sales territory.
• User Focus: • VP of Sales
• Location:• Dashboard – Order Management
• Page – Revenue• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Order and Invoice Revenue by Sales Territory
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.
• Purpose:
• Displays order and invoice revenue by product type.
• User Focus:
• Order Management Managers and Executives
• Location:• Dashboard – Order Management
• Page – Revenue• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Order and Invoice Revenue by Product
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.
• Purpose:
• Shows order and invoice revenue by sales area for the top sales organizations.
• User Focus:
• VP of Sales• Location:
• Dashboard – Order Management
• Page – Revenue• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Order and Invoice Revenue by Sales Organization
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.
• Purpose:
• Displays the order and invoice revenue generated by each customer segment
• User Focus: • VP of Sales
• Location:• Dashboard – Order Management
• Page – Revenue• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Customer Segment Revenue
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.
• Purpose:
• Displays the % Net Margin, Net COGS and Net Amount Margin for the top 10 Products with the highest Net Order Margin.
• User Focus: • Order Management Executives
• Location:
• Dashboard – Order Management• Page – Margin Analysis
• Source:
• Sales – Order Lines Subject Area
Top Ten Products by Net Order Margin
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.
• 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:• Dashboard – Order Management• Page – Margin Analysis
• Source:
• Sales – Order Lines Subject Area
Top Ten Products by Order Margin
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.
• Purpose:
• Displays the %Order Margin, Ordered COGS and Ordered Amount Margin for the top 10 Sales Organizations with the highest Margin %.
• User Focus: • Order Management Executives
• Location:• Dashboard – Order Management• Page – Margin Analysis
• Source:
• Sales – Order Lines Subject Area
Top Ten Sales Orgs by % Margin
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.
• Purpose:
• Displays the %Lost Margin, Return COGS and Return Amount Margin for the top 10 products with the highest Lost Margin.
• User Focus: • Order Management Executives
• Location:
• Dashboard – Order Management• Page – Margin Analysis
• Source:
• Sales – Order Lines Subject Area
Top Ten Products by Lost Margin
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.
• Purpose: • Displays the average order size
and discount for the top 10 sales representatives.
• User Focus: • VP of Sales
• Location:
• Dashboard – Order Management• Page – Effectiveness
• Source:
• Sales - Sales Overview Subject Area
Employee Average Order with Discount
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.
• Purpose: • Displays average order amount
and % discount by sales organization.
• User Focus: • VP of Sales
• Location:
• Dashboard – Order Management• Page – Effectiveness
• Source:• Sales - Orders, Backlog and
Invoices Subject Area
Average Order Size and Discount by Sales Organization
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.
• Purpose: • Displays average order amount
and % order discount by sales territory.
• User Focus: • VP of Sales
• Location:
• Dashboard – Order Management• Page – Effectiveness
• Source:• Sales - Orders, Backlog and
Invoices Subject Area
Average Order Size and Discount by Sales Region
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.
• Purpose:
• Displays the average order size and average number of products per order for the sales representatives with the top 10 average order size.
• User Focus: • Order Management Executives
• Location:
• Dashboard – Order Management• Page – Effectiveness
• Source:
• Sales - Sales Overview Subject Area
Employee Cross-selling Effectiveness
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.
• Purpose:
• Displays the average order size and average number of products per order for the sales territories with the top 10 average order size.
• User Focus:
• Order Management Executives• Location:
• Dashboard – Order Management
• Page – Effectiveness• Source:
• Sales - Sales Orders & Invoices Subject Area
Sales Region Cross-selling Effectiveness
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.
• Purpose:
• Displays the average order size and average number of products per order for the sales organization with the top 10 average order size.
• User Focus:
• VP of Sales• Location:
• Dashboard – Order Management
• Page – Effectiveness• Source:
• Sales - Sales Overview Subject Area
Sales Org Cross-selling Effectiveness
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.
• Purpose: • Lists customers who have not
been ordering for the last two quarters.
• User Focus: • Order Management Managers
and Analysts• Location:
• Dashboard – Order Management• Page – Customer
• Source:
• Sales - Customer Activity Subject Area
At Risk Customers
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.
• Purpose:
• Lists the top customers based on order revenue and displays each customer's Ordered amount and invoiced amount
• User Focus: • Order Management Executives
and VP of Sales• Location:
• Dashboard – Order Management• Page – Customer
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Top Customers
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.
• 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:• Dashboard – Order Management• Page – Customer
• Source:• Sales – Order Lines Subject Area
Top Customers by Order Size
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.
• Purpose:
• Lists the customers ordered amount and discount amount for the top 10 customers by ordered amount.
• User Focus:
• Order Management Executives and VP of Sales
• Location:
• Dashboard – Order Management• Page – Customer
• Source:
• Sales – Order Lines Subject Area
Top Customers by Discount
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.
• Purpose:
• Lists the customers ordered amount and discount amount for the top 10 customers by return amount.
• User Focus: • Order Management Executives and
Managers• Location:
• Dashboard – Order Management• Page – Customer
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Top Customers by Return
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.
• Purpose:
• Lists the customers ordered amount and cancelled amount for the top 10 customers by cancelled amount.
• User Focus:
• Order Management Executives and VP of Sales
• Location:
• Dashboard – Order Management• Page – Customer
• Source:
• Sales – Order Lines Subject Area
Top Customers by Cancellations
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.
• Purpose: • Displays key metrics for a given
customer.• User Focus:
• Sales Rep and VP of Sales• Location:
• Dashboard – Order Management
• Page – Customer Report• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Customer Scorecard
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.
• Purpose: • Shows the cumulative order
revenue and ordered amount for a customer.
• User Focus: • Sales Rep and VP of Sales
• Location:
• Dashboard – Order Management• Page – Customer Report
• Source:
• Sales - Order Lines Subject Area
Order Amount Trend by Customer
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.
• Purpose:
• Lists recent orders and their status for a given customer.
• User Focus:
• Sales Rep and VP of Sales• Location:
• Dashboard – Order Management
• Page – Customer Report• Source:
• Sales – Orders and Invoices Subject Area
Recent Customer Orders
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.
• Purpose:
• Lists recent invoices and their status for a given customer.
• User Focus: • Order Management Managers and
Analysts• Location:
• Dashboard – Order Management
• Page – Customer Report• Source:
• Sales – Orders and Invoices Subject Area
Recent Customer Invoices
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.
• 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:
• Dashboard – Order Management• Page – Exceptions
• Source:• Sales - Orders and Invoices
Subject Area
Top Cancelled or Blocked Orders
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.
• 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:• Dashboard – Order Management• Page – Exceptions
• Source:• Sales - Orders and Invoices
Subject Area
Top 10 Return Orders
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.
• Purpose: • Display the % order margin and
ordered amount margin for the top 10 products with the lowest % of order margin.
• User Focus: • Order Management Executives
• Location:
• Dashboard – Order Management• Page – Exceptions
• Source:
• Sales – Orders Lines Subject Area
Products with Least Order Margin
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.
• Purpose: • Display the % lost margin and
return amount margin for the top 10 products with the highest % of lost margin.
• User Focus: • Order Management Executives
• Location:
• Dashboard – Order Management• Page – Exceptions
• Source:
• Sales – Orders Lines Subject Area
Top 10 Products by Lost Margin
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.
• Purpose: • This report displays trends in both
discounting and average order size over the past 12 months.
• User Focus: • Order Management Executives
and VP of Sales• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Average Order Size and Discount Trends
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.
• Purpose: • This report displays trends in
order revenue for a given customer.
• User Focus: • Sales Rep and VP of Sales
• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales – Orders and Invoices Subject Area
Customer Purchase History
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.
• Purpose: • This report displays the total order
revenue and % discount for each customer type.
• User Focus: • Order Management Executives
and VP of Sales• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Customer Segment Profile
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.
• Purpose:
• Shows the number of first time customers and the total order amount from their first orders.
• User Focus:
• Order Management Managers and Executives
• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Order Lines Subject Area
First Orders from Customers
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.
• Purpose: • This report displays the number of
orders and % discount for each customer.
• User Focus: • Order Management Managers
• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales – Order Lines Subject Area
First Orders from Customers - Details
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.
• Purpose:
• Displays total order revenue and % discount by customer industry.
• User Focus:
• Order Management Executives and VP of Sales
• Location:• Dashboard – Order Management
• Additional report in catalog• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Industry Profile
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.
• Purpose: • Displays cumulative progress of
order and invoice revenue during a given time period.
• User Focus: • Order Management Executives
and VP of Sales
• Location:• Dashboard – Order Management• Additional report in catalog
• Source:• Sales - Sales Overview Subject
Area
Linearity - Cumulative Order and Invoice Revenue
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.
• Purpose: • This report displays and lists the
order and invoice revenue by product.
• User Focus: • Order Management Managers
and Executives• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Order and Invoice Revenue by Product Detail
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.
• Purpose: • This report displays the number of
orders and order revenue generated by each customer category over the previous 12 months.
• User Focus: • Order Management Executives
and VP of Sales• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:• Sales - Orders, Backlog and
Invoices Subject Area
Orders by Customer Category
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.
• Purpose:
• This report displays the order and invoice revenue by sales representative.
• User Focus:
• Order Management Executives and VP of Sales
• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:• Sales – Orders and Invoices
Subject Area
Sales Organization Order and Invoice Revenue by Employee Detail
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.
• Purpose: • This report displays the order
revenue growth compared to previous quarter for all territories.
• User Focus: • VP of Sales
• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Sales Region Quarter Ago Order Revenue Growth
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.
• Purpose: • This report displays the order
revenue growth compared to previous quarter for top ten sales reps.
• User Focus: • VP of Sales
• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Sales Representative Quarter Ago Order Revenue Growth
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.
• Purpose: • Lists the top 10 customers who
submitted the largest returns.
• User Focus: • Order Management Managers
and Analysts• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders and Invoices Subject Area
Top 10 Customers by Returns
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.
• Purpose: • Lists the products that received
the largest ten returns.
• User Focus: • Order Management Managers
and Analysts• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders and Invoices Subject Area
Top 10 Products by Return Amounts
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.
• Purpose: • This report lists the top
customers based on order revenue and displays the customer name and customer type.
• User Focus:
• Order Management Executives and VP of Sales
Top Customer Detail
• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders and Invoices Subject Area
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.
• 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• Additional report in catalog
• Source:
• Sales - Orders and Invoices Subject Area
Top Performers
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.
• Purpose: • This report displays the monthly
trend of blocked and cancelled order amount.
• User Focus: • Order Management Managers
and Executives• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders and Invoices Subject Area
Trend of Blocked and Cancelled Orders
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.
• Purpose: • This report displays the change
in order revenue from the prior quarter in both absolute and % terms by product type.
• User Focus: • Order Management Managers
and Analysts
• Location:• Dashboard – Order Management• Additional report in catalog
• Source:• Sales - Orders and Invoices
Subject Area
Changes in Order Revenue from Last Quarter
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.
• Purpose: • This report displays order and
invoice revenue by customer.
• User Focus: • VP of Sales and Sales Rep
• Location:• Dashboard – Order Management
• Additional report in catalog• Source:
• Sales – Orders, Backlog and Invoices Subject Area
Employee Order and Invoice Revenue by Customer Detail
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.
• Purpose: • This report lists the top 10
invoices and displays their customer name and status.
• User Focus: • Order Management Managers
and Analysts
• Location:• Dashboard – Order Management• Additional report in catalog
• Source:• Sales - Orders and Invoices
Subject Area
Top 10 Invoices
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.
• Purpose: • This report displays the
difference between order and invoice revenue by product and highlights the top gap producers.
• User Focus: • Order Management Managers
and Analysts
• Location:• Dashboard – Order Management• Additional report in catalog
• Source:• Sales - Orders and Invoices
Subject Area
Top Contributors to differences between Order and Invoice Revenue
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.
• Purpose: • This report provides visibility to
cancellations submitted by customers.
• User Focus: • Order Management Managers
and Analysts
• Location:• Dashboard – Order Management• Additional report in catalog
• Source:• Sales – Order Lines Subject Area
Cancellations by Customers
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.
• Purpose: • This report provides visibility to
discount received by each customer.
• User Focus: • Order Management Executives
and VP of Sales
• Location:• Dashboard – Order Management• Additional report in catalog
• Source:• Sales - Order Lines Subject Area
Discount by Customers
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.
• Purpose: • This report lists the Order and
Invoice Amount for each customer.
• User Focus: • Order Management Managers
and Analysts
• Location:• Dashboard – Order Management• Additional report in catalog
• Source:• Sales - Orders, Backlog and
Invoices Subject Area
Order and Invoice Amount by Customer
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.
• Purpose: • This report lists the returns by
customer.
• User Focus: • Order Management Managers
and Analysts• Location:
• Dashboard – Order Management• Additional report in catalog
• Source:
• Sales - Orders, Backlog and Invoices Subject Area
Returns by Customers
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.
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Order Fulfillment Reports
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.
• 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
• Page – Overview• Source:
• Sales - Orders, Backlog and Invoices Subject Area
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.
• Purpose: • This report displays trends in the
operational and Financial backlog.
• User Focus: • Order Fulfillment Managers and VP
of Supply Chain
• Location:• Dashboard – Order Fulfillment• Page – Overview
• Source:• Sales – Backlog History Subject
Area
Backlog Trends
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.
• Purpose: • This report provides trend for on
time shipping quantity.
• User Focus: • Order Fulfillment Managers and
Executives
• Location:• Dashboard – Order Fulfillment• Page – Overview
• Source:• Sales – Pick Lines Subject Area
On Time Shipping Trend
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.
• Purpose: • This report provides visibility into
trend of late shipping.
• User Focus: • Order Fulfillment Managers and VP
of Supply Chain
• Location:• Dashboard – Order Fulfillment• Page – Overview
• Source:• Sales – Pick Lines Subject Area
Late Shipping Trend
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.
• Purpose: • This report provides insight into
trend of duration between order and invoice.
• User Focus: • Order Fulfillment Managers and
Executives
• Location:• Dashboard – Order Fulfillment• Page – Overview
• Source:• Sales – Order Process Subject Area
Order to Invoice Cycle Times Trend
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.
• 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:
• Order Fulfillment Managers and VP of Supply Chain
• Location:
• Dashboard – Order Fulfillment• Page – Fulfillment
• Source:• Sales – Order Process Subject Area
Shipping Performance Trend
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.
• Purpose: • This report provides insight into how
long orders worth how much have not been fulfilled.
• User Focus: • Order Fulfillment Managers
• Location:• Dashboard – Order Fulfillment• Page – Fulfillment
• Source:• Sales – Order Process Subject Area
Orders Not Fulfilled
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.
Top 10 Products with highest fulfillment lag
• Purpose: • Displays the top ten products by
longest fulfillment lag.• User Focus:
• Order Management Executives and VP of Supply Chain
• Location:
• Dashboard – Order Fulfillment• Page – Fulfillment
• Source:• Sales - Order Process Subject Area
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.
• Purpose:
• Displays the fulfillment lag for customers with top order amounts.
• User Focus:
• Order Management Managers and Executives
• Location:• Dashboard – Order Fulfillment
• Page – Fulfillment• Source:
• Sales - Order Process Subject Area
Top Revenue Contributing Customers with fulfillment time
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.
• Purpose:
• Displays the performance of plants in terms of timely pick of deliveries.
• User Focus:
• Order Fulfillment Managers and Executives
• Location:• Dashboard – Order Fulfillment
• Page – Shipping Performance• Source:
• Sales – Pick Lines Subject Area
Top 10 Plants By On Time Pick Rate
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.
• Purpose:
• Displays the performance of plants in terms of timely pick of quantity.
• User Focus:
• Order Management Managers and VP of Supply Chain
• Location:• Dashboard – Order Fulfillment
• Page – Shipping Performance• Source:
• Sales – Pick Lines Subject Area
Top 10 Plants By On Time Pick Performance
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.
• Purpose:
• Displays the performance of plants in terms of timely shipping of deliveries.
• User Focus:
• Order Fulfillment Managers and Executives
• Location:
• Dashboard – Order Fulfillment• Page – Shipping Performance
• Source:
• Sales – Pick Lines Subject Area
Top 10 Plants By On Time Ship Rate
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.
• Purpose:
• Displays the performance of plants in terms of timely shipping of quantity.
• User Focus:
• Order Management Managers and VP of Supply Chain
• Location:
• Dashboard – Order Fulfillment• Page – Shipping Performance
• Source:
• Sales – Pick Lines Subject Area
Top 10 Plants By On Time Ship Performance
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.
• Purpose: • Displays the current available
quantity and operational backlog amount for each product type.
• User Focus: • Order Fulfillment Managers and
Executives
• Location:• Dashboard – Order Fulfillment• Page – Backlog
• Source:• Sales - Inventory and Backlog
Subject Area
Top 10 Current Backlog and Inventory
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.
• Purpose: • Depicts the operational backlog
amount by storage location.• User Focus:
• Supply Chain Executives and Managers
• Location:• Dashboard – Order Fulfillment• Page – Backlog
• Source:• Sales - Inventory and Backlog
Subject Area
Current Backlog by Location
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.
• Purpose: • Displays trends in the operational
backlog.• User Focus:
• VP of Supply Chain• Location:
• Dashboard – Order Fulfillment
• Page – Backlog• Source:
• Sales - Backlog History Subject Area
Backlog Trends
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.
• Purpose: • Displays the current blocked,
delinquent and unscheduled portions of the backlog as measured by backlog amount for the top Storage Locations.
• User Focus: • Order Management Executives
• Location:• Dashboard – Order Fulfillment• Page – Backlog
• Source:• Sales - Inventory and Backlog Subject
Area
Current Blocked, Delinquent and Unscheduled Backlog
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.
• Purpose: • Displays the current accounts
receivable and Days Sales Outstanding (DSO) for each customer type.
• User Focus: • Order Management Executives
• Location:
• Dashboard – Order Fulfillment• Page – A/R
• Source:
• Sales - Sales Receivables Subject Area
Current Customer Segment Receivables
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.
• Purpose:
• Displays the receivables and Days Sales Outstanding (DSO) for each customer category.
• User Focus:
• Order Management Executives• Location:
• Dashboard – Order Fulfillment
• Page – A/R• Source:
• Sales - Sales Receivables Subject Area
Current Industry Receivables
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.
• Purpose: • Lists the customers with the largest
overdue receivables and displays their name, type and category.
• User Focus: • Order Management Executives
• Location:• Dashboard – Order Fulfillment• Page – A/R
• Source:• Sales - Sales Receivables Subject
Area
Largest Overdue Customer Balances
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.
• Purpose: • Displays customers that have the
largest outstanding receivables.
• User Focus: • Order Management Executives
• Location:
• Dashboard – Order Fulfillment• Page – A/R
• Source:
• Sales - Sales Receivables Subject Area
Top 10 Customers by AR Balance
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.
• Purpose: • Shows average days lag for each
stage of the Order to Invoice cycle.• User Focus:
• Order Management Executives and VP of Supply Chain
Sales Cycle Overview
• Location:• Dashboard – Order Fulfillment
• Page – Sales Cycle• Source:
• Sales - Order Process Subject Area
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.
• Purpose: • Displays ship to invoice days lag for
different categories of ship-to-invoice days.
• User Focus: • Order Fulfillment Managers and
Executives• Location:
• Dashboard – Order Fulfillment
• Page – Sales Cycle• Source:
• Sales - Order Process Subject Area
Revenue Recognition - Ship to Bill Days Aging
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.
• Purpose:
• Displays days lag for orders that are shipped but not invoiced.
• User Focus:
• Order Fulfillment Managers and Analysts
• Location:• Dashboard – Order Fulfillment
• Page – Sales Cycle• Source:
• Sales - Order Process Subject Area
Shipments Not Invoiced
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.
• Purpose: • Lists the top 10 blocked, unscheduled
and delinquent orders and displays the order number for each order.
• User Focus: • Order Fulfillment Managers and
Executives
Top Blocked, Unscheduled and Delinquent Orders
• Location:• Dashboard – Order Fulfillment
• Page – Exceptions• Source:
• Sales - Orders, Backlog and Invoices Subject Area
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.
• Purpose:
• Displays the current backlog quantity for each product type.
• User Focus:
• VP of Supply Chain• Location:
• Dashboard – Order Fulfillment
• Page – Exceptions• Source:
• Sales - Inventory and Backlog Subject Area
Current Backlog by Product Family
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.
• Purpose: • Lists the customers with the largest
overdue receivables and displays their name, type and category.
• User Focus: • Order Management Executives
• Location:• Dashboard – Order Fulfillment• Page – Exceptions
• Source:• Sales - Sales Receivables Subject
Area
Largest Overdue Customer Balances
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.
• Purpose:
• Displays top 10 orders with longest order to invoice lag.
• User Focus: • Order Management Managers
and Executives• Location:
• Dashboard – Order Fulfillment
• Page – Exceptions• Source:
• Sales - Order Process Subject Area
Top Ten Orders by Invoice Days Lag
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.
• Purpose: • Lists the top 10 orders by order
amount which are not yet fulfilled.
• User Focus: • Order Fulfillment Managers
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales – Orders, Backlog and Invoices Subject Area
Top 10 Orders not Shipped
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.
• Purpose: • This report lists the products that
take the ten longest duration from order time to shipping time.
• User Focus: • Order Fulfillment Managers and
VP of Supply Chain
• Location:• Dashboard – Order Fulfillment• Additional report in catalog
• Source:• Sales – Order Process Subject
Area
Top 10 Products by Order To Ship Days Lag
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.
• Purpose: • This report provides insight into
the trend of Days Sales Outstanding and AR balance.
• User Focus: • Order Management Executive
• Location:
• Dashboard – Order Fulfillment• Additional report in catalog
• Source:
• Sales – Receivables Subject Area
DSO and AR Balance Trend
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.
• Purpose: • This report displays the product
types with the greatest backlog at specific storage locations.
• User Focus: • Order Fulfillment Managers and
VP of Supply Chain
• Location:• Dashboard – Order Fulfillment• Additional report in catalog
• Source:• Sales – Inventory and Backlog
Subject Area
Backlog by Location Detail
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.
• Purpose:
• This report displays the backlog quantity for specific products and product types.
• User Focus:
• Order Fulfillment Managers
Backlog by Product Family Detail
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales – Inventory and Backlog Subject Area
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.
• 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
Current Backlog and Inventory
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales – Inventory and Backlog Subject Area
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.
• Purpose:
• This report displays the current available quantity and operational backlog amount for each product and plant combination.
• User Focus: • Order Fulfillment Managers
Current Backlog and Inventory Details
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales – Inventory and Backlog Subject Area
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.
• Purpose:
• This report displays the current blocked, delinquent and unscheduled portions of the backlog as measured by backlog amount for the top Storage Locations.
• User Focus: • Order Fulfillment Managers
Current Blocked, Delinquent and Unscheduled Backlog Details
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales – Inventory and Backlog Subject Area
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.
• Purpose:
• This report displays trends in the operational backlog.
• User Focus:
• Order Fulfillment Managers and VP of Supply Chain
Operational Backlog and Financial Backlog Details
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales –Backlog History Subject Area
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.
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: • Order Fulfillment Managers
• Location:• Dashboard – Order Fulfillment• Additional report in catalog
• Source:• Sales – Order Process Subject
Area
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.
Late Ship Rate
• Purpose: • This report provides trend for late
ship rate.
• User Focus: • Order Fulfillment Managers
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales – Pick Lines Subject Area
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.
On Time Ship Rate
• Purpose: • This report provides trend for on
time ship rate.
• User Focus: • Order Fulfillment Managers
• Location:• Dashboard – Order Fulfillment
• Additional report in catalog• Source:
• Sales – Pick Lines Subject Area
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.
• Purpose:
• This is an operational report providing details of orders at the most granular level.
• User Focus:
• Order Fulfillment Managers and Analysts
Order Details
• Location:
• Dashboard – Order Fulfillment• Additional report in catalog
• Source:
• Sales - Orders Process Subject Area
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.
• Purpose:
• This report provides a detailed fulfillment status for orders at the most granular level.
• User Focus:
• Order Fulfillment Managers and Analysts
Order and Shipment Details
• Location:
• Dashboard – Order Fulfillment• Additional report in catalog
• Source:
• Sales - Orders Process Subject Area
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.
• Purpose:
• This report provides insight into amount and number of orders stuck in different order to ship days category.
• User Focus: • Order Fulfillment Managers and
Executives
Order to Ship Days Lag
• Location:
• Dashboard – Order Fulfillment• Additional report in catalog
• Source:
• Sales - Orders Process Subject Area
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.
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Inventory Reports
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.
• 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• Page – Overview
• Source:
• Inventory - Balances subject area• Report - Inventory Key Metrics
Inventory - Key Performance Indicators
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.
• 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:• Dashboard – Inventory • Page – Overview
• Source:• Inventory - Balances subject area
Inventory Snapshot - Available
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.
• 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:
• Dashboard – Inventory • Page – Overview
• Source:
• Inventory - Balances subject area
Inventory Snapshot – Consigned
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.
• 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:• Dashboard – Inventory • Page – Overview
• Source:• Inventory - Balances subject area
Inventory Snapshot – Unavailable
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.
• 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:
• Dashboard – Inventory
• Page – Overview • Go Navigation link from Inventory Snapshot –
Available report • Source:
• Inventory – Balances subject area
Top 10 Inventory Valuation Report By Plant or Product Type
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.
• 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:• Dashboard – Inventory • Page – Overview
• Go Navigation link from Inventory Snapshot – Consigned report
• Source:
• Inventory – Balances subject area
Number of Consigned Products Requiring Reorders
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.
• 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:• Dashboard – Inventory • Page – Activities, Trends
• Source:• Inventory – Balances subject area
Top 5 Finished Goods Inventory Trend Analysis
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.
• Purpose:
• This report details component Inventory availability trends for the top 5 products over a user specified time period for Available Inventory
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Page – Activities, Trends
• Source:• Inventory – Balances subject area
Top 5 Component Inventory Trend Analysis
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Page – Exceptions, Trends • Go Navigation Link from Top 5 Finished
Goods Inventory Trend Analysis report in Trends dashboard page
• Source:• Inventory - Balances subject area
Unavailable Inventory By Plant or Product Type
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.
• 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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Exceptions • Source:
• Inventory - Balances subject area
Top 10 Inventory Below Safety Stock by location
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.
• Purpose: • This report details the Top 10 inventory
items that have extremely large available quantities which would specify any potential accounting errors
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Exceptions • Source:
• Inventory - Balances subject area
Top 10 Inventory Items with Large Available Quantities
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.
• 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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Exceptions • Source:
• Inventory - Balances subject area
Top 5 Discontinued Inventory By Plant or Product Type
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.
• Purpose: • Shows the amount of component inventory
available by location or by product type providing useful insight during supply chain planning
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Page – Balances
• Source:• Inventory - Balances subject area
Top 10 Component Inventory By Product or Plant Location
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.
• 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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Balances • Source:
• Inventory - Balances subject area
Top 10 Inventory By Product Type or Plant Location
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.
• Purpose:
• This report details Top 10 Finished Goods by Product Name , for all the Plant Locations.
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Activities, Balances • Source:
• Inventory – Balances subject area
Top 10 Finished Goods Inventory By Product Name
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.
• 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:
• Dashboard – Inventory
• Page - Balances• Source:
• Inventory – Balances subject area
Blocked Inventory By Plant Or Product Type
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.
• Purpose: • Shows the details of the top 10 inventory
transactions related to the inventory subject area by plant location or product type.
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Activities • Source:
• Inventory – Transactions subject area
Top 10 Inventory Transactions By Plant or Product Type
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.
• Purpose:
• Shows the details of the inventory movements by plant or product type
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Page – Activities
• Source:• Inventory – Transactions subject area
Top 10 Inventory Movements By Plant or Product Type
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.
• Purpose:
• This report details Top 10 Goods Issues by Movement Type for all the products and plants.
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Activities • Source:
• Inventory – Transactions subject area
Top 10 Goods Issues by Movement Type
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.
• Purpose:
• This report details Top 10 Goods Receipts by Movement Type for all products and plants
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Activities • Source:
• Inventory – Transactions subject area
Top 10 Goods Receipts by Movement Type
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.
• 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: • Inventory analysts and managers
• Location:
• Dashboard – Inventory • Page – Returns
• Source:
• Inventory - Customer and Supplier Returns subject area
Top 10 Customer Product Returns By Plant or Product Type
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.
• 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: • Inventory analysts and managers
• Location:
• Dashboard – Inventory • Page – Returns
• Source:
• Inventory - Customer and Supplier Returns subject area
Top 10 Supplier Product Returns By Plant or Product Type
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.
• Purpose:
• This report details the specific components required to manufacture the organization's finished goods offered for sale to Customers.
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory
• Page – Bill of Materials• Source:
• Inventory - Bill of Materials subject area
Finished Goods Bill of Material
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.
• 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: • Inventory analysts and managers
• Location:
• Dashboard – Inventory • Page – Bill of Materials
• Source:
• Inventory - Bill of Materials subject area
Component Utilization Report
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.
• 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: • Inventory analysts and managers
• Location:
• Dashboard – Inventory • Page – Bill of Materials • Go Navigation link from Component Inventory by
Product Type and Storage Location report• Source:
• Inventory – Balances subject area
Component Inventory By Product Type and Storage Location
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Page – Overview - Drilldown from Overall
Inventory Turns KPI • Source:
• Inventory – Balances subject area
Inventory Key Metric - Overall Inventory Turns Trend
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.
• Purpose: • This report provides details of company’s 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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Overview - Drilldown from Days Inventory Outstanding (DIO) KPI
• Source:
• Inventory – Balances subject area
Inventory Key Metric - Days Inventory Outstanding (DIO) Trend
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.
• 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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Overview - Drilldown from Overall Available Inventory Value KPI
• Source:• Inventory – Balances subject area
Inventory Key Metric - Overall Available Inventory Value
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Page – Overview - Drilldown from # of products
requiring reorder KPI
• Source:• Inventory – Balances subject area
Inventory Key Metric- # of Products Requiring Reorder
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.
• Purpose: • Shows the details of company’s Overall
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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory • Page – Overview - Drilldown from Overall
Consignment Inventory KPI• Source:
• Inventory – Balances subject area
Inventory Key Metric - Overall Consignment Inventory Value
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.
• Purpose: • This report provides details of company’s
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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Page – Overview - Drilldown from Overall Blocked Consignment Inventory Value KPI
• Source:• Inventory – Balances subject area
Inventory Key Metric - Overall Blocked Consignment Inventory Value
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.
• 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 applicable to your situation.
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Page – Overview - Drilldown from Overall
Blocked Inventory Value KPI
• Source:• Inventory – Balances subject area
Inventory Key Metric - Overall Blocked Inventory Value
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.
• Purpose: • This report provides details of company’s
Overall Available Inventory Quantity trending, and comparison of the same to company target inventory Quantity. Value for the Company Target Inventory Quantity can be changed with the appropriate value, that is applicable to your situation.
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Additional Report in Catalog• Source:
• Inventory – Balances subject area
Inventory Key Metric - Available Quantity
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.
• 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 applicable to your situation.
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Balances subject area
Inventory Key Metric - Overall Opening Quantity
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory
• Additional Report in Catalog • Source:
• Inventory – Balances subject area
Inventory Key Metric- Blocked Quantity
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Balances subject area
Inventory Key Metric - Available Consignment Quantity
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.
• 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 appropriate value, that is applicable to your situation
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Balances subject area
Inventory Key Metric- Blocked Consignment Quantity
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.
• Purpose: • Shows the details of the Inventory by
Product Group and Storage Location
• User Focus: • Inventory Analysts and managers
• Location:
• Dashboard – Inventory • Additional Report in Catalog
• Source:
• Inventory – Balances subject area
Inventory By Product Group and Storage Location
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.
• Purpose: • This report provides information on all
inventory balances by product type and by plant Location.
• User Focus: • Inventory analysts and managers
Inventory Snapshot By Plant
• Location:• Dashboard – Inventory
• Additional Report in Catalog• Source:
• Inventory - Balances subject area
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.
• Purpose: • This report provides information on all
inventory balances by Product Type and By Storage Location
• User Focus: • Inventory analysts and managers
Inventory Snapshot By Storage Location• Location:
• Dashboard – Inventory
• Additional Report in Catalog• Source:
• Inventory - Balances subject area
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.
• Purpose: • This report provides consolidated
overview of all inventory balances by product type, by plant location and by stock type.
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory - Balances subject area
Inventory Snapshot For All Stock Types
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.
• Purpose: • This report provides information on all
inventory items that are held as consignment goods by Product Type and By Storage Location
• User Focus:
• Inventory Analysts and managers• Location:
• Dashboard – Inventory
• Additional Report in Catalog• Source:
• Inventory – Balances subject area
Consignment Inventory By Storage Location
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.
• Purpose: • Shows the amount of inventory to be
replenished by location or by product type providing useful insight during supply chain planning
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory - Balances subject area
Suggested Inventory Replenishment By Plant or Product Type
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.
• Purpose:
• This report details, by Storage or Plant Location, the products that are being reordered and their suggested replenishment quantities.
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Balances subject area
Suggested Inventory Replenishment By Location
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:
• Inventory - Balances subject area
Restricted Inventory By Plant or Product Type
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.
• 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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Balances subject area
Top 10 In-Transit Inventory Items By Plant or Product Type
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.
• Purpose:
• This report details Top 10 Finished Goods Inventory by Product Name by Plant Location.
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Additional Report in Catalog • Source:
• Inventory – Balances subject area
Top 10 Finished Goods Inventory by Product Name by Plant Location
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.
• Purpose:
• This report details In-Transit Manufacturing Component Inventory Items By Plant.
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Balances subject area
Top 10 In-Transit Manufacturing Component Inventory Items By Plant
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.
• Purpose:
• This report details the top 10 items (in terms of value) by Product Type and Storage Location
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Additional Report in Catalog • Source:
• Inventory – Balances subject area
Top 10 Inventory Valuation Report By Storage Location
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.
• 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:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Additional Report in Catalog• Source:
• Inventory – Balances subject area
Top 10 In-Transit Inventory Items By Plant or Product Type
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory
• Additional Report in Catalog • Source:
• Inventory – Balances subject area
Number of Products Requiring Reorders
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Transactions subject area
Inventory Movement Trend Analysis
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.
• Purpose:
• This report details product returns to supplier by storage location
• User Focus: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory - Customer and Supplier Returns
subject area
Top 10 Product Returns To Supplier By Storage Location
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.
• Purpose: • Shows the details of the Customer returns
of product by storage location • User Focus:
• Inventory Analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory – Customer and Supplier Returns
subject area
Customer Product Returns By Storage Location
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.
• Purpose:
• This report details the top 10 items (in terms of value) by Product Type and Storage Location
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Additional Report in Catalog• Source:
• Inventory - Customer and Supplier Returns subject area
Top 10 Product Returns By Storage Location
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.
• Purpose:
• This report provides information on inventory returns by Product Type and By Storage Location
• User Focus:
• Inventory analysts and managers • Location:
• Dashboard – Inventory
• Additional Report in Catalog• Source:
• Inventory – Balances subject area
Returned Inventory By Storage Location
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.
• 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: • Inventory analysts and managers
• Location:• Dashboard – Inventory • Additional Report in Catalog
• Source:• Inventory - Bill of Materials subject area
Manufactured Product Bill of Materials
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.