Procurement and Spend And Supply Chain and Order Management Analytics

Monday, Jun 08 2009

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

Making Global Delivery Feel Closer To Home

x Offices in USA, Germany and India MA (HQ);

NY/NJ & Atlanta in 2009

x 2002 with >100 % growth Founded in every 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 & Sr. Consultants: 75% Management former Oracle employees

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About the Speaker

Abdul Hafeez Shaik
Senior Consultant with Apps Associates of Industry Experience with E Business Suite 5 Years lead for OBIEE implementation T ech T eam RISO Worldwide Wyndham Welchs Water T Siemens echnology Working echnology since 2006 with OBIEE T Experience in implementing BI Apps: Supply Chain & Order Management Procurement and Spend Resources Human NEOAUG JUNE 08 2009
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Procurement and Spend Analytics

Introduction
Enables you to optimize supply side performance by integrating data from across the enterprise value chain Enables executives, managers, and frontline employees to make 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 Analytics

Dashboards

Procurement and Spend

Total Spend Overview

comprehensive insight an organizations expenditures around categories of requested, committed and actual spend.
insight into trends related to supplier performance, sourcing cycle time, buyer productivity and requisition activity. insight like purchase receipt variance, late delivery, employee expense violators, requisitions exceeding $5000 Provides analytical support related to requested spend by cost center, approval cycle times, tracking report, requisitions by buyers. provides insightful analysis like committed spend, late delivery and receipt variance. provides insight into performance analysis like actual spend by product by organization, late delivery, variances and rejection rate provides analysis like top employee expenses, expense violators, cash advance outstanding and expense reports filed late.

Trends

Exceptions

Purchase Requisitions

Purchase Orders

Purchase Receipts

Employee Expenses

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Procurement and Spend Analytics

Dashboards

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 into supplier base. provides insight into in-depth trending analysis of supplier performance over time. Reports include supplier performance trends, supplier payment trends and DPO trends. provides insight into exception areas that are performing out of the ordinary, and requiring prompt corrective actions to bring supplier performance back in line with corporate objectives. 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. provides analysis on how well suppliers have performed in terms of quality and accuracy of products delivered. provides analysis on how well suppliers have performed in terms of timeliness of product deliveries.

Trends

Exceptions

Supplier Payables

Quality Performance

Delivery Performance

Price Performance

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

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Procurement and Spend Analytics

Dashboards

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Procurement and Spend Analytics

Dashboards
Supplier Performance

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Procurement and Spend Analytics

Business 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. 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. 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. 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 the Suppliers of an organization. This is a detailed subject area that provides the ability to report on purchase order shipments of an organization across suppliers, company, products, commodities and associated hierarchies at purchase schedule line level.

Procurement and Spend - Purchase Orders

Procurement and Spend - Purchase Order Costs(Excluded from 7.9.6)

Procurement and Spend - Purchase Cycle Lines

Procurement and Spend - Purchase Schedules(Excluded from 7.9.6)

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Procurement and Spend Analytics

Business Models

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

Procurement and Spend - Purchase Requisition Status

Procurement and Spend - Purchase Receipts

Procurement and Spend - Employee Spend(Excluded from 7.9.6)

Supplier Performance - Supplier Performance

This is a summary subject area that provides the ability to measure how well suppliers have performed in the major categories of purchase order quality, delivery and price variance. 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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Procurement and Spend Analytics

Business Models

Supplier Performance - Supplier AP Transactions

This is a summary subject area that provides the ability to analyze payment performance and payment due analysis of the suppliers of an organization across suppliers, company, location, products, commodities and associated hierarchies at purchase order line level. This is the detailed Subject Area that provides the ability to analyze the employee expenses across the operating unit, cost center, employee, organization, project, task and GL. This is the Detailed Subject area that provides the ability to analyze the Purchase invoice lines, Spend, Payables and Agreement across the Supplier, product, organization, pant and GL. This is the Summary subject area which provides the ability to analyze the Procure to pay process across Supplier, organization, plan, product and location.

Employee Expenses (Added in 7.9.6)

Procurement and Spend - Invoice Lines (Added in 7.9.6)

Procurement and Spend - Procure to Pay (Added in 7.9.6)

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Procurement and Spend Analytics

Business 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 Configure to extract the purchase order to extract the POs other than Standard, Blanket and Planed Configuring the purchase Receipts aggregation Configuring the purchase cycle lines aggregation

Informatica

DAC

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Procurement and Spend Analytics Data Models

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Procurement and Spend Analytics Data Models

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Procurement and Spend Analytics

Data Models

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 Reconciliation records GL

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 table enables analysis of the direct spend process within an organization beginning with a.
purchase requisition Approval Submission purchase schedule receipt of products

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

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Procurement and Spend Analytics

Data Models

Supply Chain - Purchase Order

Purchase Cost

The Data Model is used to capture all the purchase costs related information that are distributed on the basis of amount or value by the purchasing unit of a business organization (purchasing organization).It captures many purchase orders like One-time , regular, blanket, release and so on
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 be many and would typically include one-time, regular, blanket, release etc. This Data Model is used to capture all the delivery schedules on purchase orders that are raised on suppliers by the purchasing organization. The types of purchase orders can be many and would typically include one-time, regular, blanket, release etc.

Purchase Order

Purchase Schedule line

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 purchasing organization.

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Procurement and Spend Analytics

Data Models

Supply Chain - Purchase Requisitions

Purchase Requisition Lines

This Mode is used to capture all the purchase requisitions that are raised by the various departments of a business organization -- these would in turn be acted upon by purchasing organization. The types of purchase requisitions can be many and would typically include one-time, regular, online etc
This Data Model is used to capture all the purchase requisition costs that are distributed to the various departments of a business organization -- these would in turn be acted upon by the purchasing unit of the business organization (purchasing organization). The types of purchase requisitions can be many and would typically include one-time, regular, online etc.

Requisition Line Cost

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 Analytics

Difference 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 Analytics

Dashboards (7.9.6)

Employee Expenses (Added in 7.9.6)

Overview

Manager

- Expenses Cost Center - Expenses Submissions

Procurement Performance (Added in 7.9.6)

Overview Current

Status Requisition Processing Procurement Effectiveness Price and Contract Leakage PO Receipt Performance Current Status Detail Project Commitments

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Procurement and Spend Analytics

Dashboards (7.9.6)

Spend Analyzer(Added in 7.9.6)

Overview

Spend

by Category Spend by Supplier Spend by Organization Details Item Spend Composition

Supplier Performance (Added in 7.9.6)

Overview
Trends Exceptions Supplier Payables Quality Performance Delivery Performance Price 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 decisions in each stage of the order lifecycle. Better Assess inventory levels, determine likely product fulfillment needs before the order has been booked Quickly identify potential order backlog issues on top of critical accounts receivable (A/R) and daily sales Stay 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

Inventory
Overview Trends Exceptions Balances Activities Returns Bill of Materials

Order Management
Overview Forecast Revenue Effectiveness Customer Customer Report Exceptions

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Supply Chain and Order Management Dashboard

Inventory

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Supply Chain and Order Management Dashboard

Order Fulfillment

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Supply Chain and Order Management Dashboard

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 detail dimensions. This subject area provides the detailed ability to report on order lines facts by customer, shipping location, office location, plant, product, sales organization and time details. This subject area has measures on customer activity by time, ship to location, sold to location and customer parameters. This is a summary level presentation catalog that has metrics on AR balance and turnover by customer, company and time dimensions.

Sales - Order Lines

Sales - Customer Activity

Sales - Sales Receivables

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Supply Chain and Order Management

Business Model

Sales - Backlog History

This presentation catalog has the ability to report on backlog history by customer, sales organization, time, product and fulfillment details. This presentation catalog has detailed measures on inventory and backlog by time, product, plant and storage location parameters. 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. This subject area provides the ability to report on booking, billing and backlog by customer, product, sales organization, time and fulfillment details.

Sales - Inventory and Backlog

Sales - Order Process

Sales - Orders, Backlog and Invoices

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Supply Chain and Order Management

Business Model

Sales - Sales Overview

This subject area provides detailed metrics on opportunity, order and invoice by sales organization, customer, product, time, and fulfillment details. 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. 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

Sales - Sales 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.

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Supply Chain and Order Management

Business Model

Sales - Invoice Lines

This presentation catalog provides capability for analysis on Net Invoiced Amount, Average Invoice Value, Invoiced Discount, Cancellations, Cumulative Invoice Revenue. This subject area delivers measures on RMA Volume and Value Rate, Booked Amount, Discounted Booked Amount, Booked COGS, Adjustment Amount and Number of Adjustments. 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

Sales - Backlog Lines

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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Supply Chain and Order Management

Business Model

Inventory - Customer and Supplier Returns

This subject area provides information on the product returns related to both Suppliers and customers. 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 - Bill of Materials

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. 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 - Balances

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Supply Chain and Order Management

Business Model

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Configurations

Global Configurations
Global currency Calendar and Fiscal Calendar Initial Extract Dates on So

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 Receipts too

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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Supply Chain and Order Management Data Model

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Supply Chain and Order Management Data Model

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Supply Chain and Order Management

Data Model

Enterprise Sales Backlogs

Sales Backlog history

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

Sales Backlog lines

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

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

Enterprise Sales - Booking Lines & Order Lines

Sales Booking Lines

This Model Stores the Booked orders, in ERP the order lines which are having BOOKED_FLAG=Y This Data Model stores order lines. This model stores data specific to the line item in the sales Order.

Sales Order Lines

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Supply Chain and Order Management

Data Model

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 statuses are NEW, RECENT, DORMANT and LOST. 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 and Invoice data for every order line. 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 be without 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.

Enterprise Sales Cycle Lines

Enterprise Sales - Invoice Lines

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Supply Chain and Order Management

Data Model

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 be shipped to the customer. Has 1 entry for every pick line. Pick lines reference Order lines and not 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 when the ship date is set on the line item . 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 Global currency Exchange rates.

Enterprise Sales - Schedule Lines

Financials - Receivables

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Supply Chain and Order Management

Data Model

Financials - Revenue

This fact Data model stores all the Revenue transactions. All the transaction amounts are stored in Document and Local currency and maintains three global currency exchange rates. This model also stores the Transaction type and status of the record, whether it is Open or Cleared, Posted or Un posted. This Data model is used to 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. 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 against business documents that authorize such transactions. You could classify all transactions into two types. Issue and Receipt.

Supply Chain - Inventory Balance

Supply Chain - Inventory Transactions

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Supply Chain and Order Management

Data Model

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 the W_BOM_HEADER_D dimension table. The component item and the BOM level at which it appears in the BOM structure are important aspects 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 required item 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

Q& A
Suggestions or Additional Questions abdulhafeez.shaik@appsassociates.com
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