Supply Chain and Order Management Analytics

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Supply Chain & Order Management Analytics 7.9.6 Product Guide

BI Apps are more than
Dashboards and Reports!
• Do not base your decisions and judgments on
capabilities of the BI Applications on this content alone
• The following slides provide a sample of the out-of-the-
box BI Applications content; the BI Applications offer
much more
• The rich subject areas of the BI Applications enable our
customers to build thousands of additional reports and
dashboards very quickly, with little incremental effort
More than just dashboards and reports
Much more lies under the surface
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
Answers 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
One Subject Area, Unlimited Possibilities
• Sales - Orders, Backlog and Invoices Subject Area
• Same Subject Area, Different Analyses
Report showing Operational Backlog
Report showing Financial Backlog
Derived calculation in Oracle Answers
One Subject Area, Unlimited Possibilities
Derived calculations can be created 99 standard ANSI

in Oracle Answers with simple SQL functions can
expression builder be leveraged
Even more metric value under the
surface
Metrics used in Not all measures in
presentation layer
Reports & used in reports &
Dashboards dashboards
Metrics in Subject Subset of logical measures are

Areas exposed in presentation layer
Metrics in Logical Aggregations, time series calculations and derived calculated

Layer measures extend physical measures
Measures from physical

Metrics in Physical
columns in data
Warehouse warehouse
Typical Effort & Customization balance
Additional dashboards and reports,

guided and conditional navigations,
Dashboards & Reports Easy iBots, etc.
Additional derived metrics, custom

drill paths, exposing extensions in
OBIEE Metadata Moderate physical, logical and presentation
layer, etc.
Extension of DW Schema for

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

ETL Involved extension columns,
descriptive flexfields,
additional tables, external
sources, etc.
Degree of Level of
Customization Effort
Companies Struggle to Improve Supply Chain
and Order Management Performance
KEY CHALLENGES EXAMPLES
Lack of visibility into order to • Poor understanding of variances across the process
cash process to help eliminate • Little visibility into cycle times and process bottlenecks
bottlenecks • Limited information on payments, outstanding balances, etc.
• No knowledge of Operational, Financial, Delinquent backlogs
No insight into revenue lost • Poor visibility of products that often result in returns
due to cancellations and • Lack insight into reasons for order cancellations
returns • Unable to identify reasons for customer returns
Unable to identify top orders in• No knowledge of critical orders that are stuck
backlog to improve revenue • Poor visibility into customers with greatest overdue balance
recognition • Inability to clear backlog of orders
• No insight into fulfillment stage that is most troublesome
Lack of Inventory Visibility to • Unable to improve asset utilization with optimal inventory
Improve Return on Assets • Need to deliver “perfect” orders while minimizing inventory
• Inability to anticipate stock-out & excess inventory situations
• Lack of visibility into enterprise-wide inventory status
Supply Chain & Order Management Analytics
Provides Insight to drive Revenue Recognition
ANALYSIS & METRICS BENEFITS

Order Effectiveness • Accelerate the order to cash process
• Top 10 orders • Order revenue by product
• Average order size • Average products per order through more effective order fulfillment
• Order/Invoice revenue • Order/Invoice revenue trend
by sales organization • Discount trend • Spot troubled orders in backlog
Inventory Visibility
• Inventory by location • Issue vs receipt quantity • Identify product flaws to reduce returns and
• In-transit amounts and • Available, blocked and
reorder quantities inspection quantities cancellations
• Inventory movements , • Replenishment, restricted &
unit and group costs returned quantity • Focus collection efforts on customers with
Customer Performance large overdue balances
• Customer scorecard • Number of new and lost
• Recent customer orders customers
• Top customers • Recent customer invoices
• Increase customer satisfaction through on-
Employee Performance time delivery
• Employee order / • Top performers
Invoice revenue • Employee avg order discount • Better manage sales cycle for faster
Fulfillment Efficiency revenue recognition
• Orders not fulfilled • Shipping performance trend
• Backlog trends
• Return amount trend
• Largest overdue balances
• Backlog by location/product
• Discover process bottlenecks
• Current unscheduled, • Ship to bill days aging
blocked backlog • Top cancelled/blocked orders
Oracle Supply Chain and Order Management Analytics
Pre-built warehouse with 31 star- 3 Pre-mapped metadata, including
1 schemas designed for analysis and embedded best practice
reporting on order, inventory, calculations and metrics for the
fulfillment
Sales Order Lines and receivables
Customer Status History data.
Sales Backlog History sales organization.
 Presentation
Layer
Sales Invoice Lines Sales Cycle Lines Sales Pick Lines Sales Backlog Lines
20 Subject Areas
 Logical Business
Inventory Transaction Inventory Balance Inventory Bill of Material
Model
22 Fact and 53
Dimension
Tables
2 Pre-built ETL to extract data from 4 Physical
 Sources library of over
A “best practice”
over 3,000 operational tables and 250 pre-built intelligence
load it into the DW, sourced from dashboards, reports and alerts for
Oracle EBS and other sources. sales representatives, analysts,
managers and executives
Decision Workflows – Supply Chain & Order
Management
Business
Manage Order
Objectives / Management performance
Issues
Is Order Fulfillment
on target?
Is Cumulative Invoice
Revenue Trending up?
Drill t
Gain How much order revenue is
in highest fulfillment lag?
o D et
Insights
ail
Which products have the
highest fulfillment lag?
Drill to Current Backlog

and Inventory by Product
Create more Inventory

Take Action of Products in demand
Decision Workflows – Supply Chain & Order
Management
Business
Objectives / Reduce Inventory
Issues
Is Inventory Turns
Drill t
on target??
o D et
Is Inventory Balances
trending up?
ail
Gain What are Top 10 Products
By Inventory Value?
Insights
What is the Sales Trend

for these products
Drill to Inventory Location

Details
Target Efforts to reduce

Take Action the inventory
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 • Order Fulfillment • Inventory

• Overview • Overview • Overview
• Trends • Fulfillment • Trends
• Revenue • Shipping • Exceptions
• Margin Analysis Performance • Balances
• Effectiveness • Backlog • Activities
• Customer • AR • Returns
• Customer • Sales Cycle • Bill Of
Report • Exceptions Materials
• Exceptions
Roles Benefiting from Supply Chain &
Order Management Analytics
Order Management & Fulfillment Inventory

Primary: Primary:
• OM Manager • Inventory Manager
• VP of Sales • Inventory Analyst
• Sales Rep • Supply Chain Executive
• Receivables Manager • Warehouse Analyst
• Analyst • Plant Manager
• Inventory Manager
Secondary: Secondary:
• Supply Chain Executive • Procurement Manager/Buyer
• VP of Finance • OM Manager
• CFO • Controller
• Manufacturing Operations
Order Management Dashboard
The Order Management dashboard provides Sales Executives, Order Management
managers, Sales Operations and Sales Representatives rich insight into the revenue
performance of the sales organization through actionable insight on Orders, Revenue,
Trends, Margins, Discounts, Cancellations, Returns and Customers.
Overview Trends Revenue Margin Analysis Effectiveness Customer Customer Report Exceptions
This page provides This dashboard This page provides This page provides
the trending for key page depicts analytics on the visibility into exception
order management analytics on Top customers items like blocked
metrics like 10 products representing the top orders, return orders,
cancellations, making the most order revenue, products fetching least
returns, discounts, Order Margin, order size, margins and products
average order size, Returns Margin Cancellations, losing a lot of margins,
etc. and Overall Returns and etc that require special
Order Margin. discounts. attention.
This page provides This page provides insight This page provides insight This page provides
overview of Order into how much of the order into effectiveness of sales insight on the key
Management KPIs on revenue generated by Top Organizations and metrics like order
Order Revenue, 10 Sales Organizations, Regions on average order amount, discount %,
Invoice Revenue, Territories, Reps, Products, size, average discount and order margin, return
Order Size, Discounts, Industries is converting into average number of amount, orders and
Returns, Orders, etc. invoice revenue. products per order. invoices for a specific
customer.
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 Backlog A/R Sales Cycle Exceptions
This page provides This page provides This page provides a

insight into the insight into the holistic view of the
fulfillment process current backlog and order to invoice
including shipping inventory of the business process,
performance trend, company as well as including identification
unfulfilled orders, backlog by location, of specific process
products and backlog trends and inefficiencies for each
customers with longest composition of the major component of the
fulfillment lag, etc. backlog. process.
This page provides This dashboard page This page provides high- This page provides
overview into the has reports depicting level insight into the insight into items
overall order fulfillment Pick Rate, Ship Rate, Accounts Receivable of requiring special
process including Pick Performance and the customer base by attention including the
order to invoice lag Ship Performance by customer type, industry top blocked orders and
trends, on time and Plants. and specific customer. the customers with the
late shipping trend, largest overdue
etc. accounts receivable.
Inventory Dashboard
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.
Overview Trends Exceptions Balances Activities Returns Bill Of Material
The Overview page provides The Exceptions The Activities The Bill of materials
Insight into overall inventory dashboard page dashboard page dashboard page provides
position across supply chain provides insight into summarizes different where-used analysis for
in terms of Inventory turns inventory exceptions types of inventory each inventory item.
and cash tied up in different like shortage/excess movements by
types of inventory. It also or below safety stock location.
shows safety stock by inventory, enabling
location or product type. supply chain
management by
exceptions.
The Trends dashboard page The Balances dashboard The Returns dashboard page
provides insight into Inventory page provides Inventory provides analysis related to supplier
availability and movement analysis balances by inventory type, and customer product returns by
by transaction type, product type location and product type. plant by product type.
and location.
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 This subject area provides the ability to report on booking, billing and backlog by customer,
Invoices 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 This presentation catalog has detailed measures on inventory and backlog by time,
Backlog 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.
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.
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 This subject area provides information on the product returns related to both
Supplier Returns Suppliers and customers .
Oracle Supply Chain & Order
Management Analytics
Sample Supply Chain & Order Management Analytics Metrics
Order Management & Fulfillment Metrics Inventory Metrics
• # of Orders • Available Consignment Quantity

• Ordered Amount • Available Quantity
• Invoiced Amount • Block Consignment Quantity
• Cancelled Amount • Blocked Quantity
• Discount Amount • Days Inventory Outstanding
• Cost of Goods Sold • In Transit Quantity
• Order Margin • Inspection Consignment Quantity
• Return Amount • Inspection Quantity
• On Time Pick Rate • Inventory Turn
• On Time Shipping Performance • Opening Quantity
• Order To Invoice Days Lag • Replenishment Quantity
• # of New Customers • Restricted Quantity
• # of Lost Customers • Returned Quantity
• # of Active Customers • Actual Issue Quantity
• Quarter Ago Total Ordered Amount • Actual Receipt Quantity
Sample Pre-Built Dashboards

OM Manager VP Sales Inventory Manager Sales Rep VP, Supply Chain
• Shipping Performance • Revenue • Overview • Customer Report • Fulfillment
• Fulfillment • Trends • Trends • Sales Cycle • Inventory Balances
• Backlog • Effectiveness • Activities • Customer • Shipping Performance
• Exception • Sales Cycle • Exceptions • Revenue • Sales Cycle
Order Management Reports
Orders and Invoice Key Metrics
• Purpose: • Location:
• This report provides insight into key • Dashboard – Order Management
metrics and KPIs in Order • Page – Overview
Management process. • Source:
• User Focus:
• Sales - Revenue Subject Area
• Order Management Managers and
Executives
Cumulative Order and Invoice Revenue
• Purpose:
• Displays cumulative order and
invoice revenue by week for the
current quarter.
• User Focus:
VP of Sales
• Location:
• Dashboard – Order Management
• Page – Overview
• Source:
• Sales - Orders, Backlog and
Invoices Subject Area
Cumulative Order Revenue versus Last
Quarter
• Purpose:
• Compares the current quarter's
order revenue to last quarter's for
benchmarking purposes.
• User Focus:
VP of Sales
• Location:
• Source:
Top 10 Orders
• Purpose:
• Lists the top 10 orders based
on order amount and displays
the customer name and status
for each order.
• User Focus:
• Order Management Managers
and Executives
• Location:
• Dashboard – Order
Management
• Source:
Cumulative Invoice Revenue versus Last
Quarter
• Purpose:
• Compares the current quarter's
invoice revenue to last quarter's for
benchmarking purposes.
• User Focus:
• Order Management Managers & VP
of Sales
• Location:
• Source:
• Sales - Orders and Invoices Subject
Area
Average Order Size and Discount Trend
• Purpose:
• Shows trends in average order
amount and % discount by month
for current year.
• User Focus:
• Order Management Managers &
Analysts
• Location:
• Page – Trends
• Source:
• Sales - Orders and Invoices
Subject Area
Average Products per Order Trend
• 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:
Management
• Page – Trends
• Source:
Cancel Amount Trend
• Purpose:
• Trends total cancelled amount and
ordered amount by quarter.
• User Focus:
VP of Sales
• Location:
• Page – Trends
• Source:
Subject Area
Return Amount Trend
• Purpose:
• Trends total return amount and
ordered amount by quarter.
• User Focus:
Analysts
• Location:
• Page – Trends
• Source:
Subject Area
Employee Order and Invoice Revenue
• Purpose:
• Displays the order and invoice
revenue for the top performing
sales representatives.
• User Focus:
• VP of Sales
• Location:
• Page – Revenue
• Source:
• Sales - Sales Overview Subject
Area
Customer Category Revenue
• Purpose:
revenue generated by each
customer category.
• User Focus:
• VP of Sales
• Location:
• Source:
Order and Invoice Revenue by Sales
Territory
• Purpose:
revenue generated by each sales
territory.
• User Focus:
• VP of Sales
• Location:
• Source:
Order and Invoice Revenue by Product
• Purpose:
• Displays order and invoice revenue
by product type.
• User Focus:
Executives
• Location:
• Source:
Order and Invoice Revenue by Sales
Organization
• Purpose:
• Shows order and invoice revenue
by sales area for the top sales
organizations.
• User Focus:
• VP of Sales
• Location:
• Source:
Customer Segment Revenue
• Purpose:
revenue generated by each
customer segment
• User Focus:
• VP of Sales
• Location:
• Source:
Top Ten Products by Net Order Margin
• Purpose:
• Displays the % Net Margin, Net
COGS and Net Amount Margin for
the top 10 Products with the
highest Net Order Margin.
• User Focus:
• Order Management Executives
• Location:
• Page – Margin Analysis
• Source:
• Sales – Order Lines Subject Area
Top Ten Products by Order Margin
• Purpose:
• Displays the %Order Margin,
Ordered COGS and Ordered
Amount Margin for the top 10
Products with the highest Order
Margin.
• User Focus:
• Location:
• Source:
Top Ten Sales Orgs by % Margin
• Purpose:
• Displays the %Order Margin,
Ordered COGS and Ordered
Amount Margin for the top 10
Sales Organizations with the
highest Margin %.
• User Focus:
• Location:
• Source:
Top Ten Products by Lost Margin
• Purpose:
• Displays the %Lost Margin, Return
COGS and Return Amount Margin
for the top 10 products with the
highest Lost Margin.
• User Focus:
• Location:
• Source:
Employee Average Order with Discount
• Purpose:
• Displays the average order size
and discount for the top 10 sales
representatives.
• User Focus:
• VP of Sales
• Location:
• Page – Effectiveness
• Source:
Area
Average Order Size and Discount by
Sales Organization
• Purpose:
• Displays average order amount
and % discount by sales
organization.
• User Focus:
• VP of Sales
• Location:
• Source:
Average Order Size and Discount by
Sales Region
• Purpose:
• Displays average order amount
and % order discount by sales
territory.
• User Focus:
• VP of Sales
• Location:
• Source:
Employee Cross-selling Effectiveness
• Purpose:
and average number of products
per order for the sales
representatives with the top 10
average order size.
• User Focus:
• Location:
• Source:
Area
Sales Region Cross-selling Effectiveness
• Purpose:
per order for the sales territories
with the top 10 average order size.
• User Focus:
• Location:
• Source:
• Sales - Sales Orders & Invoices
Subject Area
Sales Org Cross-selling Effectiveness
• Purpose:
per order for the sales organization
with the top 10 average order size.
• User Focus:
• VP of Sales
• Location:
• Source:
Area
At Risk Customers
• Purpose:
• Lists customers who have not
been ordering for the last two
quarters.
• User Focus:
and Analysts
• Location:
• Page – Customer
• Source:
• Sales - Customer Activity Subject
Area
Top Customers
• Purpose:
• Lists the top customers based on
order revenue and displays each
customer's Ordered amount and
invoiced amount
• User Focus:
and VP of Sales
• Location:
• Source:
Top Customers by Order Size
• Purpose:
• Lists the top 10 customers based on
average order size. The report
compares the average order size and
ordered amount for each top
customer.
• User Focus:
• Order Management Executives and
Managers
• Location:
• Source:
Top Customers by Discount
• Purpose:
• Lists the customers ordered amount
and discount amount for the top 10
customers by ordered amount.
• User Focus:
VP of Sales
• Location:
• Source:
Top Customers by Return
• Purpose:
• Lists the customers ordered
amount and discount amount for
the top 10 customers by return
amount.
• User Focus:
Managers
• Location:
• Source:
Top Customers by Cancellations
• Purpose:
• Lists the customers ordered amount
and cancelled amount for the top 10
customers by cancelled amount.
• User Focus:
VP of Sales
• Location:
• Source:
Customer Scorecard
• Purpose:
• Displays key metrics for a given
customer.
• User Focus:
• Sales Rep and VP of Sales
• Location:
• Page – Customer Report
• Source:
Order Amount Trend by Customer
• Purpose:
• Shows the cumulative order
revenue and ordered amount for a
customer.
• User Focus:
• Location:
• Source:
• Sales - Order Lines Subject Area
Recent Customer Orders
• Purpose:
• Lists recent orders and their
status for a given customer.
• User Focus:
• Location:
• Source:
• Sales – Orders and Invoices
Subject Area
Recent Customer Invoices
• Purpose:
• Lists recent invoices and their
status for a given customer.
• User Focus:
Analysts
• Location:
• Source:
Subject Area
Top Cancelled or Blocked Orders
• Purpose:
• Lists the top 10 cancelled or
blocked orders for a given time
period and displays the
associated customer name and
status.
• User Focus:
and Executives
• Location:
• Page – Exceptions
• Source:
Subject Area
Top 10 Return Orders
• Purpose:
• Lists the top 10 returned orders for
a given time period and displays
the associated customer name
product name and order number.
• User Focus:
Executives
• Location:
• Source:
Subject Area
Products with Least Order Margin
• Purpose:
• Display the % order margin and
ordered amount margin for the top
10 products with the lowest % of
order margin.
• User Focus:
• Location:
• Source:
• Sales – Orders Lines Subject Area
Top 10 Products by Lost Margin
• Purpose:
• Display the % lost margin and
return amount margin for the top
10 products with the highest % of
lost margin.
• User Focus:
• Location:
• Source:
• Sales – Orders Lines Subject
Area
Average Order Size and Discount Trends
• Purpose:
• This report displays trends in both
discounting and average order
size over the past 12 months.
• User Focus:
and VP of Sales
• Location:
• Additional report in catalog
• Source:
Customer Purchase History
• Purpose:
• This report displays trends in
order revenue for a given
customer.
• User Focus:
• Location:
• Source:
Subject Area
Customer Segment Profile
• Purpose:
• This report displays the total order
revenue and % discount for each
customer type.
• User Focus:
and VP of Sales
• Location:
• Source:
First Orders from Customers
• Purpose:
• Shows the number of first time
customers and the total order
amount from their first orders.
• User Focus:
Executives
• Location:
• Source:
First Orders from Customers - Details
• Purpose:
• This report displays the number of
orders and % discount for each
customer.
• User Focus:
• Location:
• Source:
Industry Profile
• Purpose:
• Displays total order revenue and
% discount by customer industry.
• User Focus:
and VP of Sales
• Location:
• Source:
Linearity - Cumulative Order and Invoice
Revenue
• Purpose:
• Displays cumulative progress of
order and invoice revenue during
a given time period.
• User Focus:
and VP of Sales
• Location:
• Source:
Area
Order and Invoice Revenue by Product
Detail
• Purpose:
• This report displays and lists the
order and invoice revenue by
product.
• User Focus:
and Executives
• Location:
• Source:
Orders by Customer Category
• Purpose:
• This report displays the number of
orders and order revenue
generated by each customer
category over the previous 12
months.
• User Focus:
and VP of Sales
• Location:
• Source:
Sales Organization Order and Invoice
Revenue by Employee Detail
• Purpose:
• This report displays the order and
invoice revenue by sales
representative.
• User Focus:
and VP of Sales
• Location:
• Source:
Subject Area
Sales Region Quarter Ago Order Revenue
Growth
• Purpose:
• This report displays the order
revenue growth compared to
previous quarter for all territories.
• User Focus:
• VP of Sales
• Location:
• Source:
Sales Representative Quarter Ago Order
Revenue Growth
• Purpose:
• This report displays the order
revenue growth compared to
previous quarter for top ten sales
reps.
• User Focus:
• VP of Sales
• Location:
• Source:
Top 10 Customers by Returns
• Purpose:
• Lists the top 10 customers who
submitted the largest returns.
• User Focus:
and Analysts
• Location:
• Source:
Subject Area
Top 10 Products by Return Amounts
• Purpose:
• Lists the products that received
the largest ten returns.
• User Focus:
and Analysts
• Location:
• Source:
Subject Area
Top Customer Detail
• This report lists the top • Dashboard – Order Management
customers based on order • Additional report in catalog
revenue and displays the • Source:
customer name and customer
type.
Subject Area
• User Focus:
and VP of Sales
Top Performers
• 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:
Management
• Source:
Subject Area
Trend of Blocked and Cancelled Orders
• Purpose:
• This report displays the monthly
trend of blocked and cancelled
order amount.
• User Focus:
and Executives
• Location:
• Source:
Subject Area
Changes in Order Revenue from Last
Quarter
• Purpose:
• This report displays the change
in order revenue from the prior
quarter in both absolute and %
terms by product type.
• User Focus:
and Analysts
• Location:
• Source:
Subject Area
Employee Order and Invoice Revenue
by Customer Detail
• Purpose:
• This report displays order and
invoice revenue by customer.
• User Focus:
• VP of Sales and Sales Rep
• Location:
• Source:
• Sales – Orders, Backlog and
Top 10 Invoices
• Purpose:
• This report lists the top 10
invoices and displays their
customer name and status.
• User Focus:
and Analysts
• Location:
• Source:
Subject Area
Top Contributors to differences
between Order and Invoice Revenue
• Purpose:
• This report displays the
difference between order and
invoice revenue by product and
highlights the top gap producers.
• User Focus:
and Analysts
• Location:
• Source:
Subject Area
Cancellations by Customers
• Purpose:
• This report provides visibility to
cancellations submitted by
customers.
• User Focus:
and Analysts
• Location:
• Source:
Discount by Customers
• Purpose:
• This report provides visibility to
discount received by each
customer.
• User Focus:
and VP of Sales
• Location:
• Source:
Order and Invoice Amount by Customer
• Purpose:
• This report lists the Order and
Invoice Amount for each
customer.
• User Focus:
and Analysts
• Location:
• Source:
Returns by Customers
• Purpose:
• This report lists the returns by
customer.
• User Focus:
and Analysts
• Location:
• Source:
Order Fulfillment Reports
Order Fulfillment Key Metrics
• Purpose:
• Location:
• This report provides insight into key
• Dashboard – Order Fulfillment
order fulfillment metrics and KPIs.
• User Focus:
• Source:
• Order Fulfillment Managers and VP
of Supply Chain • Sales - Orders, Backlog and
Backlog Trends
• Purpose:
• This report displays trends in the
operational and Financial backlog.
• User Focus:
of Supply Chain
• Location:
• Source:
• Sales – Backlog History Subject
Area
On Time Shipping Trend
• Purpose:
• This report provides trend for on
time shipping quantity.
• User Focus:
• Order Fulfillment Managers and
Executives
• Location:
• Source:
• Sales – Pick Lines Subject Area
Late Shipping Trend
• Purpose:
• This report provides visibility into
trend of late shipping.
• User Focus:
of Supply Chain
• Location:
• Source:
Order to Invoice Cycle Times Trend
• Purpose:
• This report provides insight into
trend of duration between order and
invoice.
• User Focus:
Executives
• Location:
• Source:
• Sales – Order Process Subject Area
Shipping Performance Trend
• Purpose:
shipping effectiveness as measured
by the % of orders shipped on time
and the average order ship
variance.
• User Focus:
of Supply Chain
• Location:
• Page – Fulfillment
• Source:
Orders Not Fulfilled
• Purpose:
• This report provides insight into how
long orders worth how much have
not been fulfilled.
• User Focus:
• Order Fulfillment Managers
• Location:
• Source:
Top 10 Products with highest fulfillment
lag
• Purpose:
• Displays the top ten products by
longest fulfillment lag.
• User Focus:
VP of Supply Chain
• Location:
• Source:
• Sales - Order Process Subject Area
Top Revenue Contributing Customers with
fulfillment time
• Purpose:
• Displays the fulfillment lag for
customers with top order amounts.
• User Focus:
Executives
• Location:
• Source:
Top 10 Plants By On Time Pick Rate
• Purpose:
• Displays the performance of plants
in terms of timely pick of deliveries.
• User Focus:
Executives
• Location:
• Page – Shipping Performance
• Source:
Top 10 Plants By On Time Pick
Performance
• Purpose:
in terms of timely pick of quantity.
• User Focus:
VP of Supply Chain
• Location:
• Source:
Top 10 Plants By On Time Ship Rate
• Purpose:
in terms of timely shipping of
deliveries.
• User Focus:
Executives
• Location:
• Source:
Top 10 Plants By On Time Ship
Performance
• Purpose:
in terms of timely shipping of
quantity.
• User Focus:
VP of Supply Chain
• Location:
• Source:
Top 10 Current Backlog and Inventory
• Purpose:
• Displays the current available
quantity and operational backlog
amount for each product type.
• User Focus:
Executives
• Location:
• Page – Backlog
• Source:
• Sales - Inventory and Backlog
Subject Area
Current Backlog by Location
• Purpose:
• Depicts the operational backlog
amount by storage location.
• User Focus:
• Supply Chain Executives and
Managers
• Location:
• Source:
• Sales - Inventory and Backlog
Subject Area
Backlog Trends
• Purpose:
• Displays trends in the operational
backlog.
• User Focus:
• VP of Supply Chain
• Location:
• Source:
• Sales - Backlog History Subject
Area
Current Blocked, Delinquent and
Unscheduled Backlog
• Purpose:
• Displays the current blocked,
delinquent and unscheduled portions
of the backlog as measured by
backlog amount for the top Storage
Locations.
• User Focus:
• Location:
• Source:
• Sales - Inventory and Backlog Subject
Area
Current Customer Segment Receivables
• Purpose:
• Displays the current accounts
receivable and Days Sales
Outstanding (DSO) for each
customer type.
• User Focus:
• Location:
• Page – A/R
• Source:
• Sales - Sales Receivables Subject
Area
Current Industry Receivables
• Purpose:
• Displays the receivables and Days
Sales Outstanding (DSO) for each
customer category.
• User Focus:
• Location:
• Page – A/R
• Source:
Area
Largest Overdue Customer Balances
• Purpose:
• Lists the customers with the largest
overdue receivables and displays
their name, type and category.
• User Focus:
• Location:
• Page – A/R
• Source:
Area
Top 10 Customers by AR Balance
• Purpose:
• Displays customers that have the
largest outstanding receivables.
• User Focus:
• Location:
• Page – A/R
• Source:
Area
Sales Cycle Overview
• Shows average days lag for each • Dashboard – Order Fulfillment
stage of the Order to Invoice cycle. • Page – Sales Cycle
• User Focus: • Source:
• Order Management Executives • Sales - Order Process Subject
and VP of Supply Chain Area
Revenue Recognition - Ship to Bill Days
Aging
• Purpose:
• Displays ship to invoice days lag for
different categories of ship-to-invoice
days.
• User Focus:
Executives
• Location:
• Page – Sales Cycle
• Source:
Shipments Not Invoiced
• Purpose:
• Displays days lag for orders that are
shipped but not invoiced.
• User Focus:
Analysts
• Location:
• Page – Sales Cycle
• Source:
Top Blocked, Unscheduled and Delinquent
Orders
• Lists the top 10 blocked, unscheduled • Dashboard – Order Fulfillment
and delinquent orders and displays • Page – Exceptions
the order number for each order. • Source:
• User Focus:
• Sales - Orders, Backlog and Invoices
• Order Fulfillment Managers and Subject Area
Executives
Current Backlog by Product Family
• Purpose:
• Displays the current backlog quantity
for each product type.
• User Focus:
• VP of Supply Chain
• Location:
• Source:
• Sales - Inventory and Backlog Subject
Area
Largest Overdue Customer Balances
• Purpose:
• Lists the customers with the largest
overdue receivables and displays
their name, type and category.
• User Focus:
• Location:
• Source:
Area
Top Ten Orders by Invoice Days Lag
• Purpose:
• Displays top 10 orders with
longest order to invoice lag.
• User Focus:
and Executives
• Location:
• Source:
• Sales - Order Process Subject
Area
Top 10 Orders not Shipped
• Purpose:
• Lists the top 10 orders by order
amount which are not yet fulfilled.
• User Focus:
• Location:
• Source:
• Sales – Orders, Backlog and
Top 10 Products by Order To Ship Days
Lag
• Purpose:
• This report lists the products that
take the ten longest duration
from order time to shipping time.
• User Focus:
VP of Supply Chain
• Location:
• Source:
• Sales – Order Process Subject
Area
DSO and AR Balance Trend
• Purpose:
• This report provides insight into
the trend of Days Sales
Outstanding and AR balance.
• User Focus:
• Order Management Executive
• Location:
• Source:
• Sales – Receivables Subject
Area
Backlog by Location Detail
• Purpose:
• This report displays the product
types with the greatest backlog
at specific storage locations.
• User Focus:
VP of Supply Chain
• Location:
• Source:
• Sales – Inventory and Backlog
Subject Area
Backlog by Product Family Detail
• This report displays the backlog • Dashboard – Order Fulfillment
quantity for specific products and • Additional report in catalog
product types. • Source:
• User Focus: • Sales – Inventory and Backlog
• Order Fulfillment Managers Subject Area
Current Backlog and Inventory
• This report displays the current • Dashboard – Order Fulfillment
available quantity and • Additional report in catalog
operational backlog amount for • Source:
each product. • Sales – Inventory and Backlog
• User Focus: Subject Area
• VP of Supply Chain and Order
Fulfillment Managers
Current Backlog and Inventory Details
available quantity and • Additional report in catalog
operational backlog amount for • Source:
each product and plant • Sales – Inventory and Backlog
combination. Subject Area
• User Focus:
Current Blocked, Delinquent and
Unscheduled Backlog Details
blocked, delinquent and • Additional report in catalog
unscheduled portions of the • Source:
backlog as measured by backlog • Sales – Inventory and Backlog
amount for the top Storage Subject Area
Locations.
• User Focus:
Operational Backlog and Financial
Backlog Details
• This report displays trends in the • Dashboard – Order Fulfillment
operational backlog. • Additional report in catalog
• User Focus: • Source:
• Order Fulfillment Managers and • Sales –Backlog History Subject
VP of Supply Chain Area
Shipping Performance Trend Details
• Purpose:
shipping effectiveness as
measured by the % of orders
shipped on time and the average
order ship variance.
• User Focus:
• Location:
• Source:
• Sales – Order Process Subject
Area
Late Ship Rate
• Purpose:
• This report provides trend for late
ship rate.
• User Focus:
• Location:
• Source:
On Time Ship Rate
• Purpose:
• This report provides trend for on
time ship rate.
• User Focus:
• Location:
• Source:
Order Details
• This is an operational report • Dashboard – Order Fulfillment
providing details of orders at the
most granular level.
• Source:
• User Focus:
• Sales - Orders Process Subject
Area
Analysts
Order and Shipment Details
• This report provides a detailed • Dashboard – Order Fulfillment
fulfillment status for orders at the
most granular level.
• Source:
• User Focus:
• Sales - Orders Process Subject
Area
Analysts
Order to Ship Days Lag
• This report provides insight into • Dashboard – Order Fulfillment
amount and number of orders
stuck in different order to ship
days category. • Source:
• User Focus: • Sales - Orders Process Subject
• Order Fulfillment Managers and Area
Executives
Inventory Reports
Inventory - Key Performance Indicators
• Purpose:
• Shows the Key Performance Indicators for a given combination of filter criterion (e.g.
Plant Location, Product type Description, Product Name etc) that provides overall health
of the organization related to Inventory.
• User Focus:
• VP of Operations, Inventory Manager, Supply Chain Executive, Inventory analysts
• Location:
• Dashboard – Inventory
• Source:
• Inventory - Balances subject area
• Report - Inventory Key Metrics
Inventory Snapshot - Available
• Purpose:
• This report provides information on readily
available inventory balances by product
type and by Plant.
• User Focus:
• VP of Operations, Inventory Manager,
Supply Chain Executive, Inventory analysts
• Location:
• Source:
Inventory Snapshot – Consigned
• Purpose:
• This report provides information on
Available and blocked consigned inventory
balances by product type and by plant
• User Focus:
• Location:
• Source:
Inventory Snapshot – Unavailable
• Purpose:
• This report provides information on
unavailable inventory balances by product
type and by plant Location
• User Focus:
• Location:
• Source:
Top 10 Inventory Valuation Report By
Plant or Product Type
• Purpose:
• Shows top 10 plant locations with highest
available quantity and value of the inventory by
plant location & product type description,
providing useful insight in the process of
managing inventory asset.
• User Focus:
• VP of Operations, Inventory Manager, Supply
Chain Executive, Inventory analysts
• Location:
• Go Navigation link from Inventory Snapshot –
Available report
• Source:
• Inventory – Balances subject area
Number of Consigned Products Requiring
Reorders
• Purpose:
• Shows plant location, product, available
consigned quantity, safety stock and deficit
quantity, providing useful insight in the process
of managing consigned inventory asset.
• User Focus:
• VP of Operations, Inventory Manager, Supply
Chain Executive, Inventory analysts
• Location:
• Go Navigation link from Inventory Snapshot –
Consigned report
• Source:
Top 5 Finished Goods Inventory Trend
Analysis
• Purpose:
• This report details Finished Goods
Inventory availability trends for the top 5
products over a user specified time period
for Available Inventory
• User Focus:
• Inventory analysts and managers
• Location:
• Page – Activities, Trends
• Source:
Top 5 Component Inventory Trend
Analysis
• Purpose:
• This report details component Inventory
availability trends for the top 5 products
over a user specified time period for
Available Inventory
• User Focus:
• Location:
• Page – Activities, Trends
• Source:
Unavailable Inventory By Plant or
Product Type
• Purpose:
• Shows the amount of inventory that is
Blocked (not available for ready use) by
location or by product type providing useful
insight that may lead to taking corrective
action to either unblock or release the
inventory and prevent the disruption to flow
• User Focus:
• Location:
• Page – Exceptions, Trends
• Go Navigation Link from Top 5 Finished
Goods Inventory Trend Analysis report in
Trends dashboard page
• Source:
Top 10 Inventory Below Safety Stock
by location
• Purpose:
• Shows the amount of inventory shortage to
meet safety stock requirement by location
by product or by Product Type, providing
useful insight that may lead to taking
corrective action to bring more inventory to
satisfy demand
• User Focus:
• Location:
• Source:
Top 10 Inventory Items with Large
Available Quantities
• Purpose:
• This report details the Top 10 inventory
items that have extremely large available
quantities which would specify any
potential accounting errors
• User Focus:
• Location:
• Source:
Top 5 Discontinued Inventory By Plant
or Product Type
• Purpose:
• Shows the amount of discontinued
inventory by location or by product type
providing useful insight that may lead to
taking corrective action to optimize
inventory and reduce cash tied up in
inventory
• User Focus:
• Location:
• Source:
Top 10 Component Inventory By
Product or Plant Location
• Purpose:
• Shows the amount of component inventory
available by location or by product type
providing useful insight during supply chain
planning
• User Focus:
• Location:
• Page – Balances
• Source:
Top 10 Inventory By Product Type or
Plant Location
• Purpose:
• Shows the amount of available inventory
(all types) available by location or by
product type providing useful insight during
supply chain planning
• User Focus:
• Location:
• Page – Balances
• Source:
Top 10 Finished Goods Inventory By
Product Name
• Purpose:
• This report details Top 10 Finished Goods
by Product Name , for all the Plant
Locations.
• User Focus:
• Location:
• Page – Activities, Balances
• Source:
Blocked Inventory By Plant Or Product
Type
• Purpose:
• This report details the Blocked component
inventory items by Plant location or
Product Type and is used to ensure the
availability of the necessary components to
keep the manufacturing process in
operation
• User Focus:
• Inventory Analysts and managers
• Location:
• Page - Balances
• Source:
Top 10 Inventory Transactions By
• Purpose:
• Shows the details of the top 10 inventory
transactions related to the inventory
subject area by plant location or product
type.
• User Focus:
• Location:
• Page – Activities
• Source:
• Inventory – Transactions subject area
Top 10 Inventory Movements By Plant
or Product Type
• Purpose:
• Shows the details of the inventory
movements by plant or product type
• User Focus:
• Location:
• Source:
Top 10 Goods Issues by Movement Type
• Purpose:
• This report details Top 10 Goods Issues by
Movement Type for all the products and
plants.
• User Focus:
• Location:
• Source:
Top 10 Goods Receipts by Movement
Type
• Purpose:
• This report details Top 10 Goods Receipts
by Movement Type for all products and
plants
• User Focus:
• Location:
• Source:
Top 10 Customer Product Returns By
• Purpose:
• Shows top 10 products returned by customer
and their corresponding value and quantities. It
may provide useful insight during product
return analysis and subsequent supply chain
planning
• User Focus:
• Location:
• Page – Returns
• Source:
• Inventory - Customer and Supplier Returns
subject area
Top 10 Supplier Product Returns By
• Purpose:
• Shows top 10 purchased products returned to
supplier and their corresponding value and
quantities. It may provide useful insight during
product supplier analysis and subsequent
supply chain planning
• User Focus:
• Location:
• Page – Returns
• Source:
subject area
Finished Goods Bill of Material
• Purpose:
• This report details the specific components
required to manufacture the organization's
finished goods offered for sale to
Customers.
• User Focus:
• Location:
• Page – Bill of Materials
• Source:
• Inventory - Bill of Materials subject area
Component Utilization Report
• Purpose:
• Shows the details of the finished goods in
which specific component parts are
utilized. It is useful to use this report to
quickly identify all products that use
specific components in their assemblies
• User Focus:
• Location:
• Source:
Component Inventory By Product Type
and Storage Location
• Purpose:
• Shows component inventory by storage location
and product type, providing useful insight in the
process of managing component inventory at a
storage location.
• User Focus:
• Location:
• Go Navigation link from Component Inventory by
Product Type and Storage Location report
• Source:
Inventory Key Metric - Overall Inventory
Turns Trend
• Purpose:
• This report provides details of company’s
Overall Inventory Turns trending, and
comparison of the same to company targets and
industry standards. Values for the Company
Targets and Industry Standards can be changed
with the appropriate values that are applicable to
your situation
• User Focus:
• Location:
• Page – Overview - Drilldown from Overall
Inventory Turns KPI
• Source:
Inventory Key Metric - Days Inventory
Outstanding (DIO) Trend
• 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:
• Location:
• Page – Overview - Drilldown from Days
Inventory Outstanding (DIO) KPI
• Source:
Inventory Key Metric - Overall Available
Inventory Value
• Purpose:
Overall Available Inventory Value trending, and
comparison of the same to company target
inventory value. Value for the Company Target
Inventory Value can be changed with the
appropriate value, that is applicable to your
situation.
• User Focus:
• Location:
Available Inventory Value KPI
• Source:
Inventory Key Metric- # of Products
Requiring Reorder
• Purpose:
• Shows company target # of products requiring
reorder and actual # of products requiring
reorder, providing useful insight in the process of
managing product reorder point and subsequent
material flow.
• User Focus:
• Location:
• Page – Overview - Drilldown from # of products
requiring reorder KPI
• Source:
Inventory Key Metric - Overall
Consignment Inventory Value
• 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:
• Location:
Consignment Inventory KPI
• Source:
Inventory Key Metric - Overall Blocked
Consignment Inventory Value
• Purpose:
Overall Blocked Consignment Inventory value
trending, and comparison of the same to
company target inventory value. Value for the
Company Target Inventory Value can be
changed with the appropriate value, which is
applicable to your situation.
• User Focus:
• Location:
Blocked Consignment Inventory Value KPI
• Source:
Inventory Key Metric - Overall Blocked
Inventory Value
• Purpose:
• Shows the details of company’s Overall Blocked
Inventory value trending, and comparison of the
same to company target inventory value. Value
for the Company Target Inventory Value can be
changed with the appropriate value, which is
• User Focus:
• Location:
Blocked Inventory Value KPI
• Source:
Inventory Key Metric - Available Quantity
• Purpose:
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:
• Location:
• Additional Report in Catalog
• Source:
Inventory Key Metric - Overall Opening
Quantity
• Purpose:
• Shows trending details of company’s Overall
Opening Inventory (in quantities), and
comparison of the same to Company Target
Opening Inventory quantity. Value for the
Company Target Opening Inventory can be
changed with the appropriate value that is
• User Focus:
• Location:
• Source:
Inventory Key Metric- Blocked Quantity
• Purpose:
• Shows quantity of product inventory blocked
from being used in production, providing useful
insight in the process of managing restricted
product inventory.
• User Focus:
• Location:
• Source:
Inventory Key Metric - Available
Consignment Quantity
• Purpose:
• Shows the details of company’s overall available
consignment inventory (in quantities) trending,
available consignment inventory quantity. Value
for the Company Target Available Consignment
can be changed with the appropriate value, that
is applicable to your situation
• User Focus:
• Location:
• Source:
Inventory Key Metric- Blocked
Consignment Quantity
• Purpose:
• Shows the details of company’s overall Blocked
consignment inventory (in quantities) trending,
available consignment inventory quantity. Value
for the Company Target Available Consignment
can be changed with the appropriate value, that
is applicable to your situation
• User Focus:
• Location:
• Source:
Inventory By Product Group and Storage
Location
• Purpose:
• Shows the details of the Inventory by
Product Group and Storage Location
• User Focus:
• Location:
• Source:
Inventory Snapshot By Plant
• This report provides information on all • Dashboard – Inventory
inventory balances by product type and by • Additional Report in Catalog
plant Location. • Source:
• User Focus: • Inventory - Balances subject area
Inventory Snapshot By Storage Location
• This report provides information on all • Dashboard – Inventory
inventory balances by Product Type and • Additional Report in Catalog
By Storage Location • Source:
• User Focus: • Inventory - Balances subject area
Inventory Snapshot For All Stock Types
• Purpose:
• This report provides consolidated
overview of all inventory balances by
product type, by plant location and by
stock type.
• User Focus:
• Location:
• Source:
Consignment Inventory By Storage
Location
• Purpose:
• This report provides information on all
inventory items that are held as
consignment goods by Product Type and
By Storage Location
• User Focus:
• Location:
• Source:
Suggested Inventory Replenishment
By Plant or Product Type
• Purpose:
• Shows the amount of inventory to be
replenished by location or by product type
planning
• User Focus:
• Location:
• Source:
Suggested Inventory Replenishment
By Location
• Purpose:
• This report details, by Storage or Plant
Location, the products that are being
reordered and their suggested
replenishment quantities.
• User Focus:
• Location:
• Source:
Restricted Inventory By Plant or
Product Type
• Purpose:
• Shows the amount of inventory to be
replenished by location or by product type
planning and execution
• User Focus:
• Location:
• Source:
Top 10 In-Transit Inventory Items By
• Purpose:
• Shows inventory en-route to a location or
inventory en-route by product type, providing
useful insight during supply chain planning and
execution
• User Focus:
• Location:
• Source:
Top 10 Finished Goods Inventory by
Product Name by Plant Location
• Purpose:
• This report details Top 10 Finished Goods
Inventory by Product Name by Plant
Location.
• User Focus:
• Location:
• Source:
Top 10 In-Transit Manufacturing
Component Inventory Items By Plant
• Purpose:
• This report details In-Transit Manufacturing
Component Inventory Items By Plant.
• User Focus:
• Location:
• Source:
Top 10 Inventory Valuation Report By
Storage Location
• Purpose:
• This report details the top 10 items (in
terms of value) by Product Type and
Storage Location
• User Focus:
• Location:
• Source:
Top 10 In-Transit Inventory Items By Plant
or Product Type
• Purpose:
• Shows In-Transit Inventory.
• Shows In-Transit Inventory by plant or
product, providing useful insight in the
process of managing In-Transit inventory.
• User Focus:
• Location:
• Source:
Number of Products Requiring Reorders
• Purpose:
• This report details by Plant and Storage location
the number of products requiring reordering due
to their available quantity meeting minimum
reorder point criteria.
• User Focus:
• Location:
• Source:
Inventory Movement Trend Analysis
• Purpose:
• Shows either receipt or issue quantity
movement over time by location, providing
useful insight into the amount of inventory
being either issued or received in the
supply chain
• User Focus:
• Location:
• Source:
Top 10 Product Returns To Supplier By
Storage Location
• Purpose:
• This report details product returns to
supplier by storage location
• User Focus:
• Location:
• Source:
subject area
Customer Product Returns By Storage
Location
• Purpose:
• Shows the details of the Customer returns
of product by storage location
• User Focus:
• Location:
• Source:
• Inventory – Customer and Supplier Returns
subject area
Top 10 Product Returns By Storage
Location
• Purpose:
• This report details the top 10 items (in
terms of value) by Product Type and
Storage Location
• User Focus:
• Location:
• Source:
subject area
Returned Inventory By Storage Location
• Purpose:
• This report provides information on inventory
returns by Product Type and By Storage
Location
• User Focus:
• Location:
• Source:
Manufactured Product Bill of Materials
• Purpose:
• This report allows the user to select the specific internally manufactured product and
produce a bill of materials listing of the components required to build the product. It is useful
to use this report to easily identify the component parts required to build a product to ensure
availability in inventory and that replacement supply has been ordered.
• User Focus:
• Location:
• Source:

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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

Supply Chain & Order Management Analytics 7.9.6 Product Guide

• Oracle Answers together with prebuilt

Report showing Operational Backlog

Report showing Financial Backlog

Derived calculations can be created 99 standard ANSI

Metrics in Subject Subset of logical measures are

Metrics in Logical Aggregations, time series calculations and derived calculated

Measures from physical

Additional dashboards and reports,

Additional derived metrics, custom

Extension of DW Schema for

Extension of ETL for

ANALYSIS & METRICS BENEFITS

Drill to Current Backlog

Create more Inventory

What is the Sales Trend

Drill to Inventory Location

Target Efforts to reduce

• Order Management • Order Fulfillment • Inventory

Order Management & Fulfillment Inventory

Overview Fulfillment Shipping Performance Backlog A/R Sales Cycle Exceptions

This page provides This page provides This page provides a

Overview Trends Exceptions Balances Activities Returns Bill Of Material

• # of Orders • Available Consignment Quantity

Sample Pre-Built Dashboards

Order Management Reports

Order Fulfillment Reports

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