AA NEOAUG ProcNSpend Om Analytics 0609

8/6/2019 AA NEOAUG ProcNSpend Om Analytics 0609

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Procurement and SpendAnd

Supply Chain and Order Management Analytics

Monday, Jun 08 2009


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Agenda Procurement and Spend Analytics

Introduction Dashboards Business Models(Subject Areas) Data models Differences between 7.9.5.1 vs 7.9.6

Order Management and Supply Chain Analytics Introduction Dashboards Business Models(Subject Areas) Data models Differences between 7.9.5.1 vs 7.9.6


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About Company Apps Associates LLC

x Offices in USA, Germany and India MA (HQ);NY/NJ & Atlanta in 2009

x Founded in 2002 with >100 % growthevery year for last 5 years:

Inc. 500 list of fastest growing U.S.companies

x Over 250 employees (end of Q3 2008)

with strong local presence

x Management & Sr. Consultants: 75%former Oracle employees

Making Global Delivery Feel Closer To Home


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About the Speaker

Abdul Hafeez Shaik Senior Consultant with Apps Associates 5 Years of Industry Experience with E Business Suite

Tech Team lead for OBIEE implementation

RISO Wyndham Worldwide Welchs Siemens Water Technology

Working with OBIEE Technology since 2006

Experience in implementing BI Apps: Supply Chain & Order Management Procurement and Spend Human Resources


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Procurement and Spend AnalyticsIntroduction

Enables you to optimize supply side performance byintegrating data from across the enterprise value chain

Enables executives, managers, and frontline employees tomake more informed decisions.

Increases visibility into the complete procure-to-pay process Visibility into comprehensive spend and procurement analysis Supplier performance analysis Supplier payables analysis Employee expense analysis.


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Procurement and Spend AnalyticsDashboards

Procurement and Spend Total Spend Overview

comprehensive insight an organizations expenditures around categories of requested,committed and actual spend.

Trends insight into trends related to supplier performance, sourcing cycle time, buyer productivity

and requisition activity.

Exceptions insight like purchase receipt variance, late delivery, employee expense violators,requisitions exceeding $5000

Purchase Requisitions Provides analytical support related to requested spend by cost center, approval cycle times,

tracking report, requisitions by buyers. Purchase Orders

provides insightful analysis like committed spend, late delivery and receipt variance.

Purchase Receipts provides insight into performance analysis like actual spend by product by organization, late

delivery, variances and rejection rate Employee Expenses

provides analysis like top employee expenses, expense violators, cash advanceoutstanding and expense reports filed late.


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Supplier Performance Overview

page provides key statistics on the Supplier Performance. Metrics include overall supplier score, on time delivery, quality and price performance, and reports that provide insight intosupplier base.

Trends provides insight into in-depth trending analysis of supplier performance over time. Reports

include supplier performance trends, supplier payment trends and DPO trends. Exceptions

provides insight into exception areas that are performing out of the ordinary, and requiringprompt corrective actions to bring supplier performance back in line with corporateobjectives.

Supplier Payables gives an overview of how efficiently payments are made to suppliers and provides insight

into payments due and overdue analysis - a leading indication of supplier satisfaction. Quality Performance

provides analysis on how well suppliers have performed in terms of quality and accuracy of products delivered.

Delivery Performance provides analysis on how well suppliers have performed in terms of timeliness of product

deliveries. Price Performance

allows users to monitor how well suppliers have performed in terms of pricecompetitiveness, as well as the level of spend incurred across suppliers




Supplier Performance


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Procurement and Spend AnalyticsBusiness Models

Procurement and Spend - Total Spend(Excluded from 7.9.6) This is a summary subject area that provides the ability to do comparative analysis and

report on requested spend, committed spend and actual spend across suppliers,company, products, commodities and associated hierarchies.

Procurement and Spend - Purchase Orders This is a detailed subject area that provides the ability to report on committed spend and

Purchase orders of the suppliers of an organization across suppliers, company, products,commodities and associated hierarchies at purchase order line level.

Procurement and Spend - Purchase Order Costs(Excluded from 7.9.6) This is a detailed subject area that provides the ability to report on committed spend and

Purchase orders of the suppliers of an organization across suppliers, company, products,commodities and associated hierarchies at cost center (distribution line) level.

Procurement and Spend - Purchase Cycle Lines This is a summary subject area that provides the ability to report cycle time performance

such as Requisition to PO lead time, PO to Receipt lead time, P2P lead time of theSuppliers of an organization.

Procurement and Spend - Purchase Schedules(Excluded from 7.9.6) This is a detailed subject area that provides the ability to report on purchase order

shipments of an organization across suppliers, company, products, commodities andassociated hierarchies at purchase schedule line level.


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Procurement and Spend - Purchase Requisitions This is a detailed subject area that provides the ability to report on requested spend and

Purchase requisitions of the suppliers of an organization across suppliers, company,products, commodities and associated hierarchies at purchase requisition line level.

Procurement and Spend - Purchase Requisition Status This is a summary subject area that provides the ability to report on requisition status

along the approval cycle of Purchase requisitions of the Suppliers of an organization. Procurement and Spend - Purchase Receipts

This is a detailed subject area that provides the ability to report on actual spend andPurchase Receipts of the suppliers of an organization across suppliers, company,location, products, commodities and associated hierarchies at purchase receipt line level.

Procurement and Spend - Employee Spend(Excluded from 7.9.6)This is a detailed subject area that provides the ability to report on employee spend of anorganization across employees, company, cost center and associated hierarchies.

Supplier Performance - Supplier PerformanceThis is a summary subject area that provides the ability to measure how well suppliershave performed in the major categories of purchase order quality, delivery and pricevariance. This subject area provides the information that is derived from many entities(e.g. purchase orders, purchase receipts etc) around procure to pay process.


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Supplier Performance - Supplier AP TransactionsThis is a summary subject area that provides the ability to analyze payment performanceand payment due analysis of the suppliers of an organization across suppliers, company,location, products, commodities and associated hierarchies at purchase order line level.

Employee Expenses (Added in 7.9.6)This is the detailed Subject Area that provides the ability to analyze the employeeexpenses across the operating unit, cost center, employee, organization, project, taskand GL.

Procurement and Spend - Invoice Lines (Added in 7.9.6)This is the Detailed Subject area that provides the ability to analyze the Purchase invoicelines, Spend, Payables and Agreement across the Supplier, product, organization, pantand GL.

Procurement and Spend - Procure to Pay (Added in 7.9.6)This is the Summary subject area which provides the ability to analyze the Procure to payprocess across Supplier, organization, plan, product and location.


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Procurement and Spend AnalyticsBusiness Model


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Configurations Global Configurations

Global currency Calendar and Fiscal Calendar Initial Extract Dates So on

Procurement and Spend Analytics

CSV Requisition types PO Line Types

Informatica Configure to extract the purchase order to

extract the POs other than Standard,Blanket and Planed

DAC

Configuring the purchase Receiptsaggregation Configuring the purchase cycle lines

aggregation


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Procurement and Spend AnalyticsData Models


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Financials Payables This model stores various types of Payables transactions. The types of

AP transactions stored in this model are: Payment schedules for various types of invoices Accounting entries for payments Liability accounting entries from various types of invoices GL Reconciliation records

Supply Chain - Purchase Cycle Lines This Model tracks the time duration of all events pertaining to the

purchase process commencing with a requisition. Information in this tableenables analysis of the direct spend process within an organizationbeginning with a.

purchase requisition Approval Submission purchase schedule receipt of products

And it stores the information related to time taken to receive item, timebetween two receipts and so on.


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Supply Chain - Purchase Order Purchase Cost

The Data Model is used to capture all the purchase costs related informationthat are distributed on the basis of amount or value by the purchasing unit of abusiness organization (purchasing organization).It captures many purchaseorders like One-time , regular, blanket, release and so on

Purchase Order This Data Model is used to capture all the purchase orders that are raised on

suppliers by the purchasing organization. The types of purchase orders can bemany and would typically include one-time, regular, blanket, release etc.

Purchase Schedule line This Data Model is used to capture all the delivery schedules on purchase

orders that are raised on suppliers by the purchasing organization. The typesof purchase orders can be many and would typically include one-time, regular,blanket, release etc.

Supply Chain - Purchase Receipts This Data Model is used to capture all the product receipts received from

suppliers against purchase orders placed on them by the purchasingorganization.


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Supply Chain - Purchase Requisitions Purchase Requisition Lines

This Mode is used to capture all the purchase requisitions that are raised bythe various departments of a business organization -- these would in turn beacted upon by purchasing organization. The types of purchase requisitionscan be many and would typically include one-time, regular, online etc

Requisition Line Cost This Data Model is used to capture all the purchase requisition costs that are

distributed to the various departments of a business organization -- thesewould in turn be acted upon by the purchasing unit of the businessorganization (purchasing organization). The types of purchase requisitions canbe many and would typically include one-time, regular, online etc.

Employee Expenses (Added in 7.9.6) This Data Model is used to capture all expense related data that is

submitted through an expense report


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Procurement and Spend AnalyticsDifference between 7.9.5.1 and 7.9.6

Multi fiscal calendar support Employee Expenses being added New Spend Analyzer Dashboard New Employee Expense Dashboard Enhanced Procurement Dashboard

New metrics and reports Deeper contract leakage analysis Integration with Project Analytics to track spend and procurement

transactions by Project UNSPSC Commodity Support (through Universal Adapters) Re-architected Item Categories dimension New Supplier Party Model Added new subject Areas Removed some of the Existing subject areas


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Procurement and Spend AnalyticsDashboards (7.9.6)

Employee Expenses (Added in 7.9.6)OverviewManager - ExpensesCost Center - ExpensesSubmissions

Procurement Performance (Added in 7.9.6)

OverviewCurrent StatusRequisition ProcessingProcurement EffectivenessPO Price and Contract LeakageReceipt PerformanceCurrent Status Detail

Project Commitments


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Procurement and Spend AnalyticsDashboards (7.9.6)

Spend Analyzer(Added in 7.9.6)OverviewSpend by CategorySpend by Supplier Spend by OrganizationItem DetailsSpend Composition

Supplier Performance (Added in 7.9.6)OverviewTrendsExceptionsSupplier PayablesQuality Performance

Delivery PerformancePrice Performance

Foundation Intelligence Library (Added in 7.9.6)Library Index


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Supply Chain and Order Management Introduction

Deep customer insight into order and inventory data Better decisions in each stage of the order lifecycle. Assess inventory levels, determine likely product fulfillment needs

before the order has been booked Quickly identify potential order backlog issues Stay on top of critical accounts receivable (A/R) and daily sales

outstanding (DSO) issues. By leveraging actionable and fact-based insights, you can

transform your current Supply Chain and Order Management

processes to improve financial performance and customer satisfaction.


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Supply Chain and Order Management Dashboard

Order Fulfillment Overview Forecast Revenue Effectiveness Fulfillment Backlog Customer Customer Report Sales Cycle Exceptions

Order Management Overview Forecast Revenue Effectiveness Customer Customer Report Exceptions

Inventory Overview Trends Exceptions Balances Activities Returns Bill of Materials


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Inventory


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Order Fulfillment


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Order Management


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Supply Chain and Order Management Business Model

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

Order and Invoice metrics by Product, Customer, Time and Order detaildimensions.

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

facts by customer, shipping location, office location, plant, product, salesorganization and time details. Sales - Customer Activity

This subject area has measures on customer activity by time, ship tolocation, sold to location and customer parameters.

Sales - Sales Receivables This is a summary level presentation catalog that has metrics on AR

balance and turnover by customer, company and time dimensions.


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Sales - Sales Overview This subject area provides detailed metrics on opportunity, order and

invoice by sales organization, customer, product, time, and fulfillmentdetails.

Sales Schedule Lines This is a summary level presentation catalog that renders reporting on

Confirmed Scheduled Quantity, Total Scheduled Amount and ScheduledCOGS by Fulfillment Location, Manufacturing 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 - Pick Lines This subject area has the capability for analytics on On Time Pick Rate,

Picked Amount, Shipped Amount, Picked COGS, Shipped COGS byFulfillment Location, Storage Location, Office Location, ShippingLocation, etc .


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Sales - Invoice Lines This presentation catalog provides capability for analysis on Net Invoiced

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

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 - Backlog Lines

This is a detailed presentation catalog that renders comprehensivereporting on Operate Unscheduled Backlog, Operate Scheduled Backlog,Operate Delinquent Backlog, Operate Blocked Backlog, OperationalBacklog and Financial Backlog.

Sales - Orders and Invoices This subject area has measures on order and invoice details by product,

customer, time, sales organization and fulfillment details.


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Inventory - Customer and Supplier Returns This subject area provides information on the product returns related to

both Suppliers and customers. 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 - Transactions

This is a detailed subject area is used to capture all the product relatedtransactions that occur during a product's lifecycle at an inventorylocation of a business organization. The transactions are typicallyperformed against business documents that authorize such transactions.You could classify all transactions into two typesIssue and Receipt.

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 valuesrelated to products whose inventory is maintained by the businessorganization.


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Configurations Global Configurations

Global currency Calendar and Fiscal Calendar Initial Extract Dates So on

Supply Chain an Order management CSV

Invoice Type configuration Pick Type configuration Order Type configuration Payment methods configuration

Informatica Configuring the AR Schedules to extract

other than completed records Configuring the AR Cash Receipts to

extract the non confirmed Cash Receiptstoo

DAC Sales order ling aggregation setup Setting the backlog snapshot date Setting the Inventory snapshot dates


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Supply Chain and Order Management Data Model


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Enterprise Sales Backlogs Sales Backlog history

This data model stores the historical snapshots of the backlog lines Out of thebox a snapshot is created every month and kept up-to-date every time theETL is run.

Sales Backlog lines It stores backlogged order line items For every order line item, there could be

a maximum of 2 backlog line items. There are two main categories: Financial: Occurs between the time order is created and time it is invoiced Operational: Occur between the time order is created and time it is picked .

The above two backlogs could be further classified as scheduled or unscheduled.

A backlog is scheduled if Ship date has been set It is unscheduled if Ship date has not been scheduled

Enterprise Sales - Booking Lines & Order Lines Sales Booking Lines

This Model Stores the Booked orders, in ERP the order lines which are havingBOOKED_FLAG=Y

Sales Order Lines This Data Model stores order lines. This model stores data specific to the line

item in the sales Order.


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Enterprise Sales - Customer Status History This is a Data Model that tracks the status of customers based on the

frequency of orders they place with the organization. Possible statusesare NEW, RECENT, DORMANT and LOST.

Enterprise Sales Cycle Lines This data model stores the sales cycle details at the order line level. This

is a summary data model that allows you to look at Schedule, Pick andInvoice data for every order line.

Enterprise Sales - Invoice Lines This Data model stores invoice lines. An invoice is billing document that

is sent to the customer. Invoices can be for orders or invoices can bewithout orders (say contracts). If an order has 2 invoice lines billed to or sold to or ship to or paid by 2 separate customers, then 1 order is broken

into 2 invoices.


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Enterprise Sales - Pick Lines This Data model stores pick lines (delivery lines). A pick is when a

product is taken off the shelf of an inventory so that it can later beshipped to the customer. Has 1 entry for every pick line. Pick linesreference Order lines and not schedule lines.

Enterprise Sales - Schedule Lines This Data model stores schedule lines. This model stores data specific to

the line item in a scheduled order. An order line item is scheduled whenthe ship date is set on the line item .

Financials - Receivables This Data Model captures accounts receivable. This mode stores account

receivable transactions like transaction related to Credit Memo,Schedules, Adjustment and Receivable Application. It maintains the

transaction amts in DOC and LOC currency and maintains three Globalcurrency Exchange rates.


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Financials - Revenue This fact Data model stores all the Revenue transactions. All the

transaction amounts are stored in Document and Local currency andmaintains three global currency exchange rates. This model also storesthe Transaction type and status of the record, whether it is Open or Cleared, Posted or Un posted.

Supply Chain - Inventory Balance This Data model is used to represent at a point in time information of all

inventory balances and inventory values related to products whoseinventory is maintained by the business organization.

Supply Chain - Inventory Transactions This Data model 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 againstbusiness documents that authorize such transactions. You could classifyall transactions into two types. Issue and Receipt.


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Supply Chain - BOM Items This Data model is used to maintain information on all the component

items of a BOM structure that is associated to a finished product in theW_BOM_HEADER_D dimension table. The component item and theBOM level at which it appears in the BOM structure are importantaspects of BOM information associated to the BOM item. For example,the components of a compressor required for its production would be

maintained as multiple rows in this table (with details such as requireditem quantity, BOM level, parent items in the BOM hierarchy, and so on.).


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Supply Chain and Order Management Difference between 7.9.5.1 and 7.9.6

Multi fiscal calendar support Re-architected Item Categories dimension New Supplier Party Model


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Thank You

Suggestions or Additional [email protected]

Q & A

AA NEOAUG ProcNSpend Om Analytics 0609

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