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53609621 supply-chain-and-order-management-analytics
53609621 supply-chain-and-order-management-analytics
53609621 supply-chain-and-order-management-analytics
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53609621 supply-chain-and-order-management-analytics

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  • 1. The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 2. The following is intended to outline our general product direction. It is intended for informationpurposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 3. <Insert Picture Here>Supply Chain & Order Management Analytics 7.9.6 Product Guide
  • 4. The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 5. 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 6. More than just dashboards and reportsMuch 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 foundationThe information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 7. More than just dashboards and reportsAnswers unlocks limitless combinations• Oracle Answers together with prebuilt Subject Areas = unlimited analytical possibilities• Almost limitless combinations of analysis entities aligned with business objectives• Many metrics and dimensional attributes not surfaced by prebuilt dashboards and reports but in Subject Areas – simplified views provided according to usability best practices The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 8. More than just dashboards and reports 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 9. Derived calculation in Oracle AnswersOne Subject Area, Unlimited Possibilities Derived calculations can be created 99 standard ANSI in Oracle Answers with simple SQL functions can expression builder be leveraged The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 10. 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 warehouseThe information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 11. 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 ofCustomization EffortThe information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 12. Companies Struggle to Improve Supply Chainand Order Management Performance KEY CHALLENGES EXAMPLESLack of visibility into order to • Poor understanding of variances across the processcash process to help eliminate • Little visibility into cycle times and process bottlenecksbottlenecks • Limited information on payments, outstanding balances, etc. • No knowledge of Operational, Financial, Delinquent backlogsNo insight into revenue lost • Poor visibility of products that often result in returnsdue to cancellations and • Lack insight into reasons for order cancellationsreturns • Unable to identify reasons for customer returnsUnable to identify top orders in• No knowledge of critical orders that are stuckbacklog to improve revenue • Poor visibility into customers with greatest overdue balancerecognition • Inability to clear backlog of orders • No insight into fulfillment stage that is most troublesomeLack of Inventory Visibility to • Unable to improve asset utilization with optimal inventoryImprove 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 13. Supply Chain & Order Management AnalyticsProvides Insight to drive Revenue Recognition ANALYSIS & METRICS BENEFITSOrder 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 backlogInventory 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 withCustomer 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 fasterFulfillment 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 14. 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 and receivables data. Sales Order Lines Customer Status History 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  Physical practice” library of over 4 A “best Sources 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 15. Decision Workflows – Supply Chain & OrderManagementBusiness Manage OrderObjectives / Management performanceIssues 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 InventoryTake Action of Products in demand The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 16. Decision Workflows – Supply Chain & OrderManagementBusinessObjectives / Reduce InventoryIssues 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 reduceTake Action the inventory The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 17. 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 18. 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 OperationsThe information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 19. 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 providesoverview of Order into how much of the order into effectiveness of sales insight on the keyManagement KPIs on revenue generated by Top Organizations and metrics like orderOrder Revenue, 10 Sales Organizations, Regions on average order amount, discount %,Invoice Revenue, Territories, Reps, Products, size, average discount and order margin, returnOrder Size, Discounts, Industries is converting into average number of amount, orders andReturns, Orders, etc. invoice revenue. products per order. invoices for a specific customer. The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 20. 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 providesoverview into the has reports depicting level insight into the insight into itemsoverall order fulfillment Pick Rate, Ship Rate, Accounts Receivable of requiring specialprocess including Pick Performance and the customer base by attention including theorder to invoice lag Ship Performance by customer type, industry top blocked orders andtrends, on time and Plants. and specific customer. the customers with thelate shipping trend, largest overdueetc. accounts receivable. The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 21. 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 MaterialThe Overview page provides The Exceptions The Activities The Bill of materialsInsight into overall inventory dashboard page dashboard page dashboard page providesposition across supply chain provides insight into summarizes different where-used analysis forin terms of Inventory turns inventory exceptions types of inventory each inventory item.and cash tied up in different like shortage/excess movements bytypes of inventory. It also or below safety stock location.shows safety stock by inventory, enablinglocation 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. The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 22. 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. The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 23. Supply Chain & Order Management Analytics Subject Areas (2 of 3)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. The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 24. Supply Chain & Order ManagementAnalytics Subject Areas (3 of 3)Inventory - Balances This is a detailed subject area that provides information that represent at a point in time information of all inventory balances and inventory values related to products whose inventory is maintained by the business organization.Inventory - Transactions This is a detailed subject area is used to capture all the product related transactions that occur during a products 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 bothSupplier Returns Suppliers and customers . The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 25. 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 DashboardsOM 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 26. <Insert Picture Here>Order Management Reports The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 27. 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 28. Cumulative Order and Invoice Revenue• Purpose: • Displays cumulative order and invoice revenue by week for the current quarter.• User Focus: • Order Management Managers and VP of Sales• Location: • Dashboard – Order Management • Page – Overview• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 29. Cumulative Order Revenue versus Last Quarter• Purpose: • Compares the current quarters order revenue to last quarters for benchmarking purposes.• User Focus: • Order Management Managers and VP of Sales• Location: • Dashboard – Order Management • Page – Overview• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 30. 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 • Page – Overview• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 31. Cumulative Invoice Revenue versus Last Quarter• Purpose: • Compares the current quarters invoice revenue to last quarters for benchmarking purposes.• User Focus: • Order Management Managers & VP of Sales• Location: • Dashboard – Order Management • Page – Overview• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 32. 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: • Dashboard – Order Management • Page – Trends• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 33. 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: • Dashboard – Order Management • Page – Trends• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 34. Cancel Amount Trend• Purpose: • Trends total cancelled amount and ordered amount by quarter.• User Focus: • Order Management Managers and VP of Sales• Location: • Dashboard – Order Management • Page – Trends• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 35. Return Amount Trend• Purpose: • Trends total return amount and ordered amount by quarter.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Page – Trends• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 36. Employee Order and Invoice Revenue• Purpose: • Displays the order and invoice revenue for the top performing sales representatives.• User Focus: • VP of Sales• Location: • Dashboard – Order Management • Page – Revenue• Source: • Sales - Sales Overview Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 37. Customer Category Revenue• Purpose: • Displays the order and invoice revenue generated by each customer category.• User Focus: • VP of Sales• Location: • Dashboard – Order Management • Page – Revenue• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 38. Order and Invoice Revenue by Sales Territory• Purpose: • Displays the order and invoice revenue generated by each sales territory.• User Focus: • VP of Sales• Location: • Dashboard – Order Management • Page – Revenue• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 39. Order and Invoice Revenue by Product• Purpose: • Displays order and invoice revenue by product type.• User Focus: • Order Management Managers and Executives• Location: • Dashboard – Order Management • Page – Revenue• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 40. 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: • Dashboard – Order Management • Page – Revenue• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 41. Customer Segment Revenue• Purpose: • Displays the order and invoice revenue generated by each customer segment• User Focus: • VP of Sales• Location: • Dashboard – Order Management • Page – Revenue• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 42. 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: • Dashboard – Order Management • Page – Margin Analysis• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 43. 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: • Order Management Executives• Location: • Dashboard – Order Management • Page – Margin Analysis• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 44. 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: • Order Management Executives• Location: • Dashboard – Order Management • Page – Margin Analysis• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 45. 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: • Order Management Executives• Location: • Dashboard – Order Management • Page – Margin Analysis• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 46. 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: • Dashboard – Order Management • Page – Effectiveness• Source: • Sales - Sales Overview Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 47. Average Order Size and Discount by Sales Organization• Purpose: • Displays average order amount and % discount by sales organization.• User Focus: • VP of Sales• Location: • Dashboard – Order Management • Page – Effectiveness• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 48. 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: • Dashboard – Order Management • Page – Effectiveness• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 49. Employee Cross-selling Effectiveness• Purpose: • Displays the average order size and average number of products per order for the sales representatives with the top 10 average order size.• User Focus: • Order Management Executives• Location: • Dashboard – Order Management • Page – Effectiveness• Source: • Sales - Sales Overview Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 50. Sales Region Cross-selling Effectiveness• Purpose: • Displays the average order size and average number of products per order for the sales territories with the top 10 average order size.• User Focus: • Order Management Executives• Location: • Dashboard – Order Management • Page – Effectiveness• Source: • Sales - Sales Orders & Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 51. Sales Org Cross-selling Effectiveness• Purpose: • Displays the average order size and average number of products per order for the sales organization with the top 10 average order size.• User Focus: • VP of Sales• Location: • Dashboard – Order Management • Page – Effectiveness• Source: • Sales - Sales Overview Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 52. At Risk Customers• Purpose: • Lists customers who have not been ordering for the last two quarters.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Page – Customer• Source: • Sales - Customer Activity Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 53. Top Customers• Purpose: • Lists the top customers based on order revenue and displays each customers Ordered amount and invoiced amount• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Page – Customer• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 54. 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: • Dashboard – Order Management • Page – Customer• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 55. Top Customers by Discount• Purpose: • Lists the customers ordered amount and discount amount for the top 10 customers by ordered amount.• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Page – Customer• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 56. Top Customers by Return• Purpose: • Lists the customers ordered amount and discount amount for the top 10 customers by return amount.• User Focus: • Order Management Executives and Managers• Location: • Dashboard – Order Management • Page – Customer• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 57. Top Customers by Cancellations• Purpose: • Lists the customers ordered amount and cancelled amount for the top 10 customers by cancelled amount.• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Page – Customer• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 58. Customer Scorecard• Purpose: • Displays key metrics for a given customer.• User Focus: • Sales Rep and VP of Sales• Location: • Dashboard – Order Management • Page – Customer Report• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 59. Order Amount Trend by Customer• Purpose: • Shows the cumulative order revenue and ordered amount for a customer.• User Focus: • Sales Rep and VP of Sales• Location: • Dashboard – Order Management • Page – Customer Report• Source: • Sales - Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 60. Recent Customer Orders• Purpose: • Lists recent orders and their status for a given customer.• User Focus: • Sales Rep and VP of Sales• Location: • Dashboard – Order Management • Page – Customer Report• Source: • Sales – Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 61. Recent Customer Invoices• Purpose: • Lists recent invoices and their status for a given customer.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Page – Customer Report• Source: • Sales – Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 62. 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: • Order Management Managers and Executives• Location: • Dashboard – Order Management • Page – Exceptions• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 63. 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: • Order Management Managers and Executives• Location: • Dashboard – Order Management • Page – Exceptions• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 64. 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: • Order Management Executives• Location: • Dashboard – Order Management • Page – Exceptions• Source: • Sales – Orders Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 65. 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: • Order Management Executives• Location: • Dashboard – Order Management • Page – Exceptions• Source: • Sales – Orders Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 66. 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: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 67. Customer Purchase History• Purpose: • This report displays trends in order revenue for a given customer.• User Focus: • Sales Rep and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales – Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 68. Customer Segment Profile• Purpose: • This report displays the total order revenue and % discount for each customer type.• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 69. First Orders from Customers• Purpose: • Shows the number of first time customers and the total order amount from their first orders.• User Focus: • Order Management Managers and Executives• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 70. First Orders from Customers - Details• Purpose: • This report displays the number of orders and % discount for each customer.• User Focus: • Order Management Managers• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 71. Industry Profile• Purpose: • Displays total order revenue and % discount by customer industry.• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 72. Linearity - Cumulative Order and Invoice Revenue• Purpose: • Displays cumulative progress of order and invoice revenue during a given time period.• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Sales Overview Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 73. Order and Invoice Revenue by Product Detail• Purpose: • This report displays and lists the order and invoice revenue by product.• User Focus: • Order Management Managers and Executives• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 74. 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: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 75. Sales Organization Order and Invoice Revenue by Employee Detail• Purpose: • This report displays the order and invoice revenue by sales representative.• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales – Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 76. 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: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 77. 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: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 78. Top 10 Customers by Returns• Purpose: • Lists the top 10 customers who submitted the largest returns.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 79. Top 10 Products by Return Amounts• Purpose: • Lists the products that received the largest ten returns.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 80. Top Customer Detail• Purpose: • Location: • 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 • Sales - Orders and Invoices type. Subject Area• User Focus: • Order Management Executives and VP of Sales The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 81. 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: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 82. Trend of Blocked and Cancelled Orders• Purpose: • This report displays the monthly trend of blocked and cancelled order amount.• User Focus: • Order Management Managers and Executives• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 83. 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: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 84. 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: • Dashboard – Order Management • Additional report in catalog• Source: • Sales – Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 85. Top 10 Invoices• Purpose: • This report lists the top 10 invoices and displays their customer name and status.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 86. 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: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 87. Cancellations by Customers• Purpose: • This report provides visibility to cancellations submitted by customers.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales – Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 88. Discount by Customers• Purpose: • This report provides visibility to discount received by each customer.• User Focus: • Order Management Executives and VP of Sales• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Order Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 89. Order and Invoice Amount by Customer• Purpose: • This report lists the Order and Invoice Amount for each customer.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 90. Returns by Customers• Purpose: • This report lists the returns by customer.• User Focus: • Order Management Managers and Analysts• Location: • Dashboard – Order Management • Additional report in catalog• Source: • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 91. <Insert Picture Here>Order Fulfillment Reports The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 92. Order Fulfillment Key Metrics• Purpose: • Location: • This report provides insight into key • Dashboard – Order Fulfillment order fulfillment metrics and KPIs. • Page – Overview• User Focus: • Source: • Order Fulfillment Managers and VP of Supply Chain • Sales - Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 93. Backlog Trends• Purpose: • This report displays trends in the operational and Financial backlog.• User Focus: • Order Fulfillment Managers and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Overview• Source: • Sales – Backlog History Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 94. On Time Shipping Trend• Purpose: • This report provides trend for on time shipping quantity.• User Focus: • Order Fulfillment Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Overview• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 95. Late Shipping Trend• Purpose: • This report provides visibility into trend of late shipping.• User Focus: • Order Fulfillment Managers and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Overview• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 96. Order to Invoice Cycle Times Trend• Purpose: • This report provides insight into trend of duration between order and invoice.• User Focus: • Order Fulfillment Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Overview• Source: • Sales – Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 97. Shipping Performance Trend• Purpose: • This report displays trends in shipping effectiveness as measured by the % of orders shipped on time and the average order ship variance.• User Focus: • Order Fulfillment Managers and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Fulfillment• Source: • Sales – Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 98. 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: • Dashboard – Order Fulfillment • Page – Fulfillment• Source: • Sales – Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 99. Top 10 Products with highest fulfillment lag• Purpose: • Displays the top ten products by longest fulfillment lag.• User Focus: • Order Management Executives and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Fulfillment• Source: • Sales - Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 100. Top Revenue Contributing Customers with fulfillment time• Purpose: • Displays the fulfillment lag for customers with top order amounts.• User Focus: • Order Management Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Fulfillment• Source: • Sales - Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 101. Top 10 Plants By On Time Pick Rate• Purpose: • Displays the performance of plants in terms of timely pick of deliveries.• User Focus: • Order Fulfillment Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Shipping Performance• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 102. Top 10 Plants By On Time Pick Performance• Purpose: • Displays the performance of plants in terms of timely pick of quantity.• User Focus: • Order Management Managers and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Shipping Performance• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 103. Top 10 Plants By On Time Ship Rate• Purpose: • Displays the performance of plants in terms of timely shipping of deliveries.• User Focus: • Order Fulfillment Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Shipping Performance• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 104. Top 10 Plants By On Time Ship Performance• Purpose: • Displays the performance of plants in terms of timely shipping of quantity.• User Focus: • Order Management Managers and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Shipping Performance• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 105. Top 10 Current Backlog and Inventory• Purpose: • Displays the current available quantity and operational backlog amount for each product type.• User Focus: • Order Fulfillment Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Backlog• Source: • Sales - Inventory and Backlog Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 106. Current Backlog by Location• Purpose: • Depicts the operational backlog amount by storage location.• User Focus: • Supply Chain Executives and Managers• Location: • Dashboard – Order Fulfillment • Page – Backlog• Source: • Sales - Inventory and Backlog Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 107. Backlog Trends• Purpose: • Displays trends in the operational backlog.• User Focus: • VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Backlog• Source: • Sales - Backlog History Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 108. 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: • Order Management Executives• Location: • Dashboard – Order Fulfillment • Page – Backlog• Source: • Sales - Inventory and Backlog Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 109. Current Customer Segment Receivables• Purpose: • Displays the current accounts receivable and Days Sales Outstanding (DSO) for each customer type.• User Focus: • Order Management Executives• Location: • Dashboard – Order Fulfillment • Page – A/R• Source: • Sales - Sales Receivables Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 110. Current Industry Receivables• Purpose: • Displays the receivables and Days Sales Outstanding (DSO) for each customer category.• User Focus: • Order Management Executives• Location: • Dashboard – Order Fulfillment • Page – A/R• Source: • Sales - Sales Receivables Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 111. Largest Overdue Customer Balances• Purpose: • Lists the customers with the largest overdue receivables and displays their name, type and category.• User Focus: • Order Management Executives• Location: • Dashboard – Order Fulfillment • Page – A/R• Source: • Sales - Sales Receivables Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 112. Top 10 Customers by AR Balance• Purpose: • Displays customers that have the largest outstanding receivables.• User Focus: • Order Management Executives• Location: • Dashboard – Order Fulfillment • Page – A/R• Source: • Sales - Sales Receivables Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 113. Sales Cycle Overview• Purpose: • Location: • 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 114. Revenue Recognition - Ship to Bill Days Aging• Purpose: • Displays ship to invoice days lag for different categories of ship-to-invoice days.• User Focus: • Order Fulfillment Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Sales Cycle• Source: • Sales - Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 115. Shipments Not Invoiced• Purpose: • Displays days lag for orders that are shipped but not invoiced.• User Focus: • Order Fulfillment Managers and Analysts• Location: • Dashboard – Order Fulfillment • Page – Sales Cycle• Source: • Sales - Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 116. Top Blocked, Unscheduled and Delinquent Orders• Purpose: • Location: • 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 117. Current Backlog by Product Family• Purpose: • Displays the current backlog quantity for each product type.• User Focus: • VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Page – Exceptions• Source: • Sales - Inventory and Backlog Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 118. Largest Overdue Customer Balances• Purpose: • Lists the customers with the largest overdue receivables and displays their name, type and category.• User Focus: • Order Management Executives• Location: • Dashboard – Order Fulfillment • Page – Exceptions• Source: • Sales - Sales Receivables Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 119. Top Ten Orders by Invoice Days Lag• Purpose: • Displays top 10 orders with longest order to invoice lag.• User Focus: • Order Management Managers and Executives• Location: • Dashboard – Order Fulfillment • Page – Exceptions• Source: • Sales - Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 120. Top 10 Orders not Shipped• Purpose: • Lists the top 10 orders by order amount which are not yet fulfilled.• User Focus: • Order Fulfillment Managers• Location: • Dashboard – Order Fulfillment • Additional report in catalog• Source: • Sales – Orders, Backlog and Invoices Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 121. 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: • Order Fulfillment Managers and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Additional report in catalog• Source: • Sales – Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 122. 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: • Dashboard – Order Fulfillment • Additional report in catalog• Source: • Sales – Receivables Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 123. Backlog by Location Detail• Purpose: • This report displays the product types with the greatest backlog at specific storage locations.• User Focus: • Order Fulfillment Managers and VP of Supply Chain• Location: • Dashboard – Order Fulfillment • Additional report in catalog• Source: • Sales – Inventory and Backlog Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 124. Backlog by Product Family Detail• Purpose: • Location: • 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 125. Current Backlog and Inventory• Purpose: • Location: • 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 126. Current Backlog and Inventory Details• Purpose: • Location: • This report displays the current • Dashboard – Order Fulfillment 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: • Order Fulfillment Managers The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 127. Current Blocked, Delinquent and Unscheduled Backlog Details• Purpose: • Location: • This report displays the current • Dashboard – Order Fulfillment 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: • Order Fulfillment Managers The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 128. Operational Backlog and Financial Backlog Details• Purpose: • Location: • 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 The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 129. Shipping Performance Trend Details• Purpose: • This report displays trends in shipping effectiveness as measured by the % of orders shipped on time and the average order ship variance.• User Focus: • Order Fulfillment Managers• Location: • Dashboard – Order Fulfillment • Additional report in catalog• Source: • Sales – Order Process Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 130. Late Ship Rate• Purpose: • This report provides trend for late ship rate.• User Focus: • Order Fulfillment Managers• Location: • Dashboard – Order Fulfillment • Additional report in catalog• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 131. On Time Ship Rate• Purpose: • This report provides trend for on time ship rate.• User Focus: • Order Fulfillment Managers• Location: • Dashboard – Order Fulfillment • Additional report in catalog• Source: • Sales – Pick Lines Subject Area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 132. Order Details• Purpose: • Location: • This is an operational report • Dashboard – Order Fulfillment providing details of orders at the • Additional report in catalog most granular level. • Source:• User Focus: • Sales - Orders Process Subject • Order Fulfillment Managers and Area Analysts The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 133. Order and Shipment Details• Purpose: • Location: • This report provides a detailed • Dashboard – Order Fulfillment fulfillment status for orders at the • Additional report in catalog most granular level. • Source:• User Focus: • Sales - Orders Process Subject • Order Fulfillment Managers and Area Analysts The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 134. Order to Ship Days Lag• Purpose: • Location: • This report provides insight into • Dashboard – Order Fulfillment amount and number of orders • Additional report in catalog stuck in different order to ship days category. • Source:• User Focus: • Sales - Orders Process Subject • Order Fulfillment Managers and Area Executives The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 135. <Insert Picture Here>Inventory Reports The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 136. 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 • Page – Overview• Source: • Inventory - Balances subject area • Report - Inventory Key Metrics The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 137. 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: • Dashboard – Inventory • Page – Overview• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 138. Inventory Snapshot – Consigned• Purpose: • This report provides information on Available and blocked consigned inventory balances by product type and by plant• User Focus: • VP of Operations, Inventory Manager, Supply Chain Executive, Inventory analysts• Location: • Dashboard – Inventory • Page – Overview• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 139. Inventory Snapshot – Unavailable• Purpose: • This report provides information on unavailable inventory balances by product type and by plant Location• User Focus: • VP of Operations, Inventory Manager, Supply Chain Executive, Inventory analysts• Location: • Dashboard – Inventory • Page – Overview• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 140. 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: • Dashboard – Inventory • Page – Overview • Go Navigation link from Inventory Snapshot – Available report• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 141. 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: • Dashboard – Inventory • Page – Overview • Go Navigation link from Inventory Snapshot – Consigned report• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 142. 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: • Dashboard – Inventory • Page – Activities, Trends• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 143. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Activities, Trends• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 144. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Exceptions, Trends • Go Navigation Link from Top 5 Finished Goods Inventory Trend Analysis report in Trends dashboard page• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 145. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Exceptions• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 146. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Exceptions• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 147. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Exceptions• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 148. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Balances• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 149. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Balances• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 150. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Activities, Balances• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 151. 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: • Dashboard – Inventory • Page - Balances• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 152. Top 10 Inventory Transactions By Plant or Product Type• Purpose: • Shows the details of the top 10 inventory transactions related to the inventory subject area by plant location or product type.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Activities• Source: • Inventory – Transactions subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 153. Top 10 Inventory Movements By Plant or Product Type• Purpose: • Shows the details of the inventory movements by plant or product type• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Activities• Source: • Inventory – Transactions subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 154. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Activities• Source: • Inventory – Transactions subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 155. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Activities• Source: • Inventory – Transactions subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 156. Top 10 Customer Product Returns By Plant or Product Type• Purpose: • Shows top 10 products returned by customer and their corresponding value and quantities. It may provide useful insight during product return analysis and subsequent supply chain planning• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Returns• Source: • Inventory - Customer and Supplier Returns subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 157. Top 10 Supplier Product Returns By Plant or Product Type• Purpose: • Shows top 10 purchased products returned to supplier and their corresponding value and quantities. It may provide useful insight during product supplier analysis and subsequent supply chain planning• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Returns• Source: • Inventory - Customer and Supplier Returns subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 158. Finished Goods Bill of Material• Purpose: • This report details the specific components required to manufacture the organizations finished goods offered for sale to Customers.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Bill of Materials• Source: • Inventory - Bill of Materials subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 159. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Bill of Materials• Source: • Inventory - Bill of Materials subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 160. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Bill of Materials • Go Navigation link from Component Inventory by Product Type and Storage Location report• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 161. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Overview - Drilldown from Overall Inventory Turns KPI• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 162. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Overview - Drilldown from Days Inventory Outstanding (DIO) KPI• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 163. Inventory Key Metric - Overall Available Inventory Value• Purpose: • This report provides details of company’s Overall Available Inventory Value trending, and comparison of the same to company target inventory value. Value for the Company Target Inventory Value can be changed with the appropriate value, that is applicable to your situation.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Overview - Drilldown from Overall Available Inventory Value KPI• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 164. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Overview - Drilldown from # of products requiring reorder KPI• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 165. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Overview - Drilldown from Overall Consignment Inventory KPI• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 166. Inventory Key Metric - Overall Blocked Consignment Inventory Value• Purpose: • This report provides details of company’s Overall Blocked Consignment Inventory value trending, and comparison of the same to company target inventory value. Value for the Company Target Inventory Value can be changed with the appropriate value, which is applicable to your situation.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Overview - Drilldown from Overall Blocked Consignment Inventory Value KPI• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 167. 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 applicable to your situation.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Page – Overview - Drilldown from Overall Blocked Inventory Value KPI• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 168. Inventory Key Metric - Available Quantity• Purpose: • This report provides details of company’s Overall Available Inventory Quantity trending, and comparison of the same to company target inventory Quantity. Value for the Company Target Inventory Quantity can be changed with the appropriate value, that is applicable to your situation.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 169. 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 applicable to your situation.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 170. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 171. Inventory Key Metric - Available Consignment Quantity• Purpose: • Shows the details of company’s overall available consignment inventory (in quantities) trending, and comparison of the same to company target available consignment inventory quantity. Value for the Company Target Available Consignment can be changed with the appropriate value, that is applicable to your situation• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 172. Inventory Key Metric- Blocked Consignment Quantity• Purpose: • Shows the details of company’s overall Blocked consignment inventory (in quantities) trending, and comparison of the same to company target available consignment inventory quantity. Value for the Company Target Available Consignment can be changed with the appropriate value, that is applicable to your situation• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 173. Inventory By Product Group and Storage Location• Purpose: • Shows the details of the Inventory by Product Group and Storage Location• User Focus: • Inventory Analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 174. Inventory Snapshot By Plant• Purpose: • Location: • 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 analysts and managers The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 175. Inventory Snapshot By Storage Location• Purpose: • 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 analysts and managers The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 176. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 177. 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: • Inventory Analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 178. Suggested Inventory Replenishment By Plant or Product Type• Purpose: • Shows the amount of inventory to be replenished by location or by product type providing useful insight during supply chain planning• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 179. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 180. Restricted Inventory By Plant or Product Type• Purpose: • Shows the amount of inventory to be replenished by location or by product type providing useful insight during supply chain planning and execution• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory - Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 181. Top 10 In-Transit Inventory Items By Plant or Product Type• Purpose: • Shows inventory en-route to a location or inventory en-route by product type, providing useful insight during supply chain planning and execution• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 182. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 183. Top 10 In-Transit Manufacturing Component Inventory Items By Plant• Purpose: • This report details In-Transit Manufacturing Component Inventory Items By Plant.• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 184. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 185. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 186. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 187. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Transactions subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 188. Top 10 Product Returns To Supplier By Storage Location• Purpose: • This report details product returns to supplier by storage location• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory - Customer and Supplier Returns subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 189. Customer Product Returns By Storage Location• Purpose: • Shows the details of the Customer returns of product by storage location• User Focus: • Inventory Analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Customer and Supplier Returns subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 190. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory - Customer and Supplier Returns subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 191. Returned Inventory By Storage Location• Purpose: • This report provides information on inventory returns by Product Type and By Storage Location• User Focus: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory – Balances subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 192. 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: • Inventory analysts and managers• Location: • Dashboard – Inventory • Additional Report in Catalog• Source: • Inventory - Bill of Materials subject area The information contained in this document is subject to change without notice. This document is not warranted to be error free.
  • 193. The information contained in this document is subject to change without notice. This document is not warranted to be error free.

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