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Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide
Release 12.1.3.4
Part Number E37993-04
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Oracle Cost Management Extensions for Oracle Endeca: Landed Cost Management

This chapter covers the following topics:

Overview

You can use Oracle Cost Management Extensions for Oracle Endeca: Landed Cost Management to search and filter landed cost information that includes:

Using the Landed Cost Management Endeca workbench pages, you can review and analyze data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables.

You can search using Landed Cost Management pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS. In Landed Cost Management, the following pages enable search functions using Endeca Information Discovery integration:

Note: Landed Cost Management Endeca pages are included in the Cost Management Extensions for Oracle Endeca product.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1.3.3 for the Oracle Landed Cost Management Extensions for the Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Cost Management Extensions for Oracle Endeca: Landed Cost Management User InterfacesLanded Cost Management User InterfacesUser InterfacesLanded Cost Management

Monitor Daily Operations Page

The Monitor Daily Operations page displays the pending activities on the Landed Cost shipments and displays the necessary information for the LCM users to quickly identify transactions that must be corrected or require additional steps to complete the Landed Cost shipment lifecycle. You can filter and view transaction information from LCM, Purchasing, and Receiving. Integration to the Shipments Workbench allows you to perform all actions available in the Landed Cost Management application. The following is a partial display of the Endeca Monitor Daily Operations page.

From the Landed Cost Management responsibility, navigate to the Monitor Daily Operations page:

(N) Workbench > Monitor Daily Operations

the picture is described in the document text

Within the Endeca regions on the Monitor Daily Operations page, you can track pending activities on the landed cost shipments. You can analyze data and review shipment metrics, charts, graphs, and tables. The following describes the Endeca LCM Monitor Daily Operations page regions and components:

Region Components
Guided Navigation You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:
  • Shipment

    • Shipment Date

    • Operating Unit

    • Organization

    • Organization Name

    • Receiving Location

    • Country

    • Shipment Type

    • Shipment Status

    • Shipment Number

    • Pending Matching

  • Landed Cost

    • Billed Percent

    • Currency Code

    • Component Type

    • Component Reference

    • Line Group Reference

  • Item

    • Item

    • Item Description

    • Item Category

    • Item Category Description

  • Third Party

    • Line Group Reference

    • Third Party

    • Third Party Site

    • Third Party Country

  • Purchase Order

    • PO Creation Date

    • PO Type

    • PO Number

    • PO Agent Name

    • Supplier Item

    • PO Line Closed

    • PO Closed for Invoicing

    • PO Closed for Receiving

  • Receiving

    • Receipt Number

    • Ship to Location

    • Bill Of Lading

    • Packing Slip

    • Waybill Airbill

    • Container Number

    • Deliver to Location

  • Period

    • Year

    • Year-Week

    • Year-Month

    • Year-Quarter

Metrics Bar

Note: The Metric Components are color coded to highlight warnings and health:

  • Functional Currency

    Displays the functional currency code. This displays 'Multiple' if the shipment lines contain more than one functional currency. There is no color coding for this component.

  • Pending Calculation Shipments

    Displays the number of distinct shipments with the Pending Matching flag as 'Yes'.

    Green: count = 0

    Red: count > 0

  • Incomplete Shipments

    Displays the number of distinct shipments with 'Incomplete' status.

    Green: No Shipments (count < 5)

    Yellow: Under 15 (count between 5 and 15)

    Red: Above 15 (count > 15)

  • On-Hold Shipments

    Displays the number of distinct shipments with 'On Hold' status.

    Green: No Shipments (count = 0)

    Yellow: Under 5 (count between 1 and 5)

    Red: Above 5 (count > 5)

  • Outstanding Unbilled Shipments

    Displays the number of distinct shipments with 'Unbilled' status.

    Green: count = 0

    Yellow: Under 15 (count between 1 and 15)

    Red: Above 15 (count > 15)

Landed Cost Shipments (tabbed container component)
Status Summary (tab)
Shipments Status Summary (chart)
  • Series Metrics (value axis)

    • Count distinct shipments

  • Dimensions (category axis)

    • Year Week

    • Year Month

    • Year Quarter

    • PO Number

    • Receipt Number

  • Series Dimensions (color)

    • Shipment Satus

  • Sort Options

    • Sort groups by first metric value

    • Enable user sorting

    • Enable user to change group option

    • Default group 10


Landed Cost Shipments (results table)
  • Column Sets

    • Shipment Costs

    • Shipment Details

    • Receipt Details

    • Periods and Dates

  • Sorting and Summaries

    • Operating Unit ASC

    • Organization ASC

    • Shipment Number DESC

    • Line Group Number ASC

    • Shipment Line Number DESC

  • Configure (Results Table Configuration)

  • Actions

    • Print

    • Export

    • Manage Shipments

Landed Cost Shipments (tabbed container component)
Variance [Actual versus Estimated] (tab)
Unbilled and Partially Billed (chart)
  • Series Metrics

    • Unmatched Amount Sum

    • Unmatched Amount Per Unit

  • Dimensions (category axis)

    • Party

    • Party Site

    • Item

    • Item Category

    • Shipment Number

    • Receipt Number

    • Year Week

    • Year Month

    • year Quarter

  • Series Dimensions (color)

    • Component Type

    • Component Reference

  • Sort Options

    • Sort groups by first metric value

    • Enable user sorting

    • Enable user to change group option

    • Default group 15


Unbilled Landed Cost Shipments (results table)
  • Column Sets

    • Shipment Costs

    • Shipment Details

    • Receipt Details

    • Periods and Dates

  • Sorting and Summaries

    • Operating Unit ASC

    • Organization ASC

    • Shipment Number DESC

    • Line Group Number ASC

    • Shipment Line Number DESC

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Manage Shipments

Landed Cost Analysis Page

The landed cost analysis page provides an in-depth understanding of the landed cost distribution across inventories, and includes supply information, item information, and purchase order information. The following is a partial display of the Endeca Landed Cost Analysis page.

From the Landed Cost Management responsibility, navigate to the Landed Cost Analysis page:

(N) Workbench > Landed Cost Analysis

Within the Endeca regions on the Landed Cost Analysis page, you can:

You can analyze data and view metrics, charts, graphs, and tables. The following describes the Endeca LCM Landed Cost Analysis page regions and components:

Region Components
Guided Navigation You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:
  • Shipment

    • Shipment Date

    • Operating Unit

    • Organization

    • Organization Name

    • Receiving Location

    • Country

    • Shipment Type

    • Shipment Status

    • Shipment Number

    • Pending Matching

  • Item

    • Item

    • Item Description

    • Item Category

    • Item Category Description

  • Third Party

    • Line Group Reference

    • Third Party

    • Third Party Site

    • Third Party Country

    Landed Cost

    • Billed Percent

    • Currency Code

    • Component Type

    • Component Reference

    • Line Group Reference

    Purchase Order

    • PO Creation Date

    • PO Type

    • PO Number

    • PO Agent Name

    • Supplier Item

    • PO Line Closed

    • PO Closed for Invoicing

    • PO Closed for Receiving

    Receiving

    • Receipt Number

    • Ship to Location

    • Bill Of Lading

    • Packing Slip

    • Waybill Airbill

    • Container Number

    • Deliver to Location

    Period

    • Year

    • Year-Week

    • Year-Month

    • Year-Quarter

Metrics Bar

Note: The Metric Components are color coded to highlight warnings and health:

  • Functional Currency

    Displays the functional currency code. This displays 'Multiple' if the shipment lines contain more than one functional currency. There is no color coding for this component.

  • Charge Portion

    Displays the percentage of charge included in the total landed cost of selected data when all of the selected shipments have the same functional currency.

    Green: Under 20%

    Yellow: Between 20% and 40%

    Red: Over 40%

  • Tax Portion

    Displays the percentage of tax included in the total landed cost of selected data when all of the selected shipments have the same functional currency.

    Green: Under 15%

    Yellow: Between 15% and 30%

    Red: Over 30%

  • Item Variance

    Displays the item variance percent from the estimated and actual amounts of selected data when all of the selected shipments have the same functional currency.

    Green: Under 5%

    Yellow: Between 5% and 15%

    Red: Over 15%

  • Charge Variance

    Displays the charge variance percent from the estimated and actual amounts of selected data when all of the selected shipments have the same functional currency.

    Green: Under 5%

    Yellow: Between 5% and 25%

    Red: Over 25%

Landed Cost Components (tag cloud) Top Ten Landed Cost Components Tag Cloud Component

Note: The Landed Cost Components tag cloud component displays the top ten Landed Cost components by frequency of occurrence.

Landed Cost Analysis (tabbed container component)
Total Costs (tab)
The Landed Cost Summary Component Container contains the following:

Total Landed Cost (chart)
  • Series Metrics (Value axis)

    • Actual Amount (sum)

    • Unit ALC (Predefined Metric)

    • Estimated Amount (sum)

    • Unit ELC (Predefined Metric)

    • Variance Amount (sum)

    • Variance Percent (Predefined Metric)

  • Dimensions (Category axis)

    • Item

    • Item Category

    • Organization

    • Receiving Location

    • Party

    • Party Site

    • Party Country

    • PO Number

    • Shipment Number

    • Receipt Number

    • Year Month

    • Year Week

    • Year Quarter

  • Series Dimensions (Color)

    • Component Type

    • Component Reference

  • Sort Options

    • First metric values - descending

    • Enable pagination

    • Default number of groups: 20


Estimated and Actual History (chart)
  • Metrics

    • Bars: Estimated Amount (sum), Actual Amount (sum); Line: Variance Percent (Predefined Metric)

    • Bars: Unit ELC (Predefined Metric), Unit ALC (Predefined Metric); Line: Variance Percent (Predefined Metric)

    • Bar: Variance Amount (sum); Line: Variance Percent (Predefined Metric)

  • Group Dimensions

    • Year Month

    • Year Week

    • Year Quarter

    • Item

    • Item Category

    • Organization

    • Receiving Location

    • Party

    • Party Site

    • Party Country

    • PO Number

    • Shipment Number

    • Receipt Number

  • Sort Options

    • First metric values - descending

    • Enable pagination

    • Default number of groups: 15


Landed Cost Shipments (results table)
  • Column Sets

    • Shipment Costs

    • Shipment Details

    • Receipt Details

    • Periods and Dates

  • Sorting and Summaries

    • Operating Unit ASC

    • Organization ASC

    • Shipment Number DESC

    • Line Group Number ASC

    • Shipment Line Number DESC

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Manage Shipments

Landed Cost Analysis (tabbed container component)
Cost Comparison (tab)
Cost Trends (chart)
  • Metric

    • Unit ALC

    • Unit Item ALC

    • Unit Charge ALC

    • Unit Tax ALC

  • Group Dimensions

    • Year Month

    • Year Week

    • Year Quarter

  • Series Dimensions

    • Party

    • Party Site

    • Party Site Country

    • Item

    • Item Category

    • Organization

    • Receiving Location

    • PO Number


Cost Comparison Details (results table)
  • Column Sets

    • Total Cost

    • Shipment Details

    • Item Cost

    • Charge Cost

    • Tax Cost

  • Sorting and Summaries

    • Item ASC

    • Year Week DESC

    • Ship From ASC

    • Ship To ASC

    • Organization ASC

    • Receiving Location ASC

    • Party ASC

    • Party Site ASC

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

Landed Cost Analysis (tabbed container component)
Unplanned Charges (tab)
Unplanned Charges (chart)
  • Series Metrics (value axis)

    • Unplanned Costs (sum)

    • Unplanned Costs Per Unit (sum)

  • Dimensions (category axis)

    • Party

    • Party Site

    • Party Country

    • Item

    • Item Category

    • Organization

    • Receiving Location

    • PO Number

    • Shipment Number

    • Receipt Number

    • Year Month

    • Year Quarter

    • Year Week

  • Series Dimensions (color)

    • Component Reference

    • Component Type

  • Sort Options

    • First metric values - descending

    • Enable pagination

    • Default number of groups: 20


Unplanned Charge Details (results table)
  • Column Sets

    • Unplanned Charge

    • Shipment Details

  • Sorting and Summaries

    • Actual Amount DESC

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Manage Shipments

Oracle Cost Management Extensions for Oracle Endeca: Landed Cost Management Product ConfigurationLanded Cost Managementproduct configuration

Setting Up Oracle Landed Cost Management Extensions for Oracle Endeca

The Oracle Landed Cost Management application configuration and setup must be completed after the installation and common configurations are completed as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1).

Setup and Configuration Steps

To set up Oracle Landed Cost Management Extensions for Oracle Endeca, you must complete the following steps:

  1. Set Access Control by assigning UMX roles and updating access grants.

  2. Load LCM data to the Endeca Data Store by running graphs provided by LCM.

  3. Schedule Setup for Full Endeca Refresh.

  4. Set Profile Options.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Landed Cost Management

As part of the Oracle E-Business Suite-EID integration for the Oracle Landed Cost Management application, the following UMX Roles are provided:

UMX Role Internal Code Name
INL Monitor Daily Operations Endeca Access Role UMX|INL_MOD_ENDECA_ACCESS_ROLE
INL Landed Cost Analysis Endeca Access Role UMX|INL_LCA_ENDECA_ACCESS_ROLE

You must add the new UMX roles 'INL Monitor Daily Operations Endeca Access Role' (Internal Code Name: UMX|INL_MOD_ENDECA_ACCESS_ROLE) and 'INL Landed Cost Analysis Endeca Access Role' (Internal Code Name: UMX|INL_LCA_ENDECA_ACCESS_ROLE) to enable Endeca menus for the Landed Cost Management responsibility (or any other custom responsibility which is using the same menu). You must assign these UMX roles to the responsibility. When these UMX roles are assigned to the Landed Cost Management responsibility, the Monitor Daily Operations and Landed Cost Analysis pages appear.

If you want to use the Endeca-related roles with more than one responsibility, then you must have an additional grant with a security context corresponding to each responsibility. You can add grants for a given role as a separate process instead of while you are adding the role to the responsibility.

Landed Cost Management includes separate Permissions, Grants, and Roles for each page due to the sensitive costing information displayed on the Landed Cost Analysis page. The following are the Landed Cost Management Permission Sets, Grants, and Roles for the Monitor Daily Operations page and Landed Cost Analysis page.

Permission Sets Internal Code Name
Monitor Daily Operations page INL_MOD_ENDECA_ACCESS_PS
Landed Cost Analysis page INL_LCA_ENDECA_ACCESS_PS

Grants Internal Code Name
Monitor Daily Operations page INL_MOD_ENDECA_ACCESS_GRANT
Landed Cost Analysis page INL_LCA_ENDECA_ACCESS_GRANT

Roles Internal Code Name
Monitor Daily Operations page INL_MOD_ENDECA_ACCESS_ROLE
Landed Cost Analysis page INL_LCA_ENDECA_ACCESS_ROLE

Complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):

  1. Assign a UMX Role to the Responsibility.

  2. Update INL_MOD_ENDECA_ACCESS_GRANT and INL_LCA_ENDECA_ACCESS_GRANT.

For assigning UMX Roles and Grants, refer to Appendix C in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1).

Loading Landed Cost Data into the Endeca Data Store

Clover ETL within Endeca queries LCM Views and does a full data load to the LCM data store in Endeca. After the first data load, full data load or incremental data load can be performed periodically. Incremental data load will update all the records in the Endeca LCM data store which were updated in EBS after the last load. After the data has been loaded in the LCM data store, it can be queried and shown in the LCM pages.

LCM Data Sources in the LCM Data Store

Data sources are defined in the LCM Data Store in Endeca and are used to query data for different pages in LCM. These data sources include:

inl-lc: This data source queries data for the Monitor Daily Operations and Landed Cost Analysis pages.

Setting Up the Scheduler for Endeca Full Refresh

The initial data upload for Endeca Search is complete when the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.

To schedule ETL on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the scheduler.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Start a graph from the Task Type list.

  12. Select the graph for schedule to run. I.e. Full.grf/incremental.grf.

  13. Click Create to set the scheduler.

ETL Parameters for Landed Cost Management

You can load data to the LCM data store by running graphs provided by LCM.

To load data to the LCM data store

  1. Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node. The LCM sandbox is inl-lc.

  2. Graphs to load data include:

Profile Options for Landed Cost Management

You must set the following profile options to control default number of days to be used in the filters of LCM extensions for Endeca pages. Two profiles are included due to the different range of dates necessary to perform the analysis and actions for each page.

Profile Option Name Description
INL: Number of Days Filter for Monitor Daily Operations Default number of days filter for Monitor Daily Operations page.
INL: Number of Days Filter for Landed Cost Analysis Default number of days filter for Landed Cost Analysis page.

Views and Joins for Landed Cost Management

The following views are used by the ETL layer in Endeca to load LCM data to the Endeca Data Store:

View Name Purpose
INL_EID_SHIPMENTS_V This view is used by the ETL graphs and denormalizes the data from the main LCM (INL) tables, as well as from many other product tables that LCM refers to.

Menus for Endeca Landed Cost Management

Endeca Landed Cost Management integration includes the following new user menu functions:

User Function Name Function Name
Monitor Daily Operations - Endeca INL_ENDECA_SHIP_MONITOR
Landed Cost Analysis - Endeca INL_ENDECA_LC_ANALYSIS

Endeca Landed Cost Management also includes the following OAF container functions:

User Function Name Function Name
Monitor Daily Operations INL_SHIP_MONITOR
Landed Cost Analysis INL_LC_ANALYSIS