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Configuring Different Types of Backlog Calculations

This task is a step in the Process of Configuring Oracle Order Management and Fulfillment Analytics Option for Oracle 11i.

Backlog information is stored in the W_SALES_BACKLOG_LINE_F and W_SALES_BACKLOG_HISTORY_F tables. This topic describes how to modify the type of information stored in these tables. Many types of backlog exist in the Oracle Order Management and Fulfillment Analytics Option application—financial backlog, operational backlog, delinquent backlog, scheduled backlog, unscheduled backlog, and blocked backlog. Each type of backlog is defined by two particular dates in the sales process; therefore, calculations of backlog hits multiple fact tables.

For example, financial backlog records which items have been ordered but payment has not been received. Thus, to calculate the number of financial backlog items, you use the Sales Order Lines table (to determine which items have been ordered) and the Sales Invoice Lines table (to see which orders have been paid for). Using these two tables, you can determine the number of items and the value of those items that are on financial backlog.

Adding Closed Orders to Backlog Calculations

By default, the Oracle Order Management and Fulfillment Analytics Option application only extracts open sales orders from the Sales Order Lines (W_SALES_ORDER_LINE_F) table and Sales Schedule Lines table (W_SALES_SCHEDULE_LINE_F) for backlog calculations to populate the Backlog tables. Open sales orders are defined as orders that are not canceled or not complete. The purpose in extracting only open orders is that in most organizations those orders that are closed are no longer a part of backlog. However, if you want to extract sales orders that are marked as closed, you may remove the default filter condition from the extract mapping.

For example, assume your customer orders ten items. Six items are invoiced and shipped, but four items are placed on operational and financial backlog. This backlog status continues until one of two things happens:

• The items are eventually shipped and invoiced.
• The remainder of the order is canceled.

If you choose to extract sales orders that are flagged as closed, you must remove the condition in the Backlog flag. To do so, use the following procedure.

The BACKLOG_FLAG in the W_SALES_ORDER_LINE_F table is also used to identify which sales orders are eligible for backlog calculations. By default, all sales order types have their Backlog flag set to Y. As a result, all sales orders are included in backlog calculations.

To remove open order extract filters

1. In PowerCenter Designer, open the SDE_ORA115<ver>_Adaptor folder.
2. Open the mplt_BC_ORA_SalesOrderLinesFact mapplet in the Mapplet Designer.
3. Double click on the EXP_SALES_ORDLNS, and display the Ports tab.
4. Edit the VAR_OPR_BACKLOG_FLG and remove the OPEN_FLAG='Y'.
5. Edit the VAR_FIN_BACKLOG_FLG and remove the OPEN_FLAG='Y'.
6. Open the mplt_BC_ORA_SalesScheduleLinesFact mapplet in the Mapplet Designer.
7. Double click on the EXP_SALES_SCHLNS, and display the Ports tab.
8. Edit the VAR_OPR_BACKLOG_FLG and remove the OPEN_FLAG='Y'.
9. Edit the VAR_FIN_BACKLOG_FLG and remove the OPEN_FLAG='Y'.
10. Validate and save your changes to the repository.