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Configuring Different Types of Backlog Calculations

This task is a step in the Process of Configuring Siebel Enterprise Sales Analytics for Oracle 11i.

Backlog information is stored in the IA_SALES_IA_BLGLNS and IA_SALES_BLGHIS tables. This topic describes how to modify the type of information stored in these tables. Many types of backlog exist in the Siebel Enterprise Sales Analytics 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 Siebel Enterprise Sales Analytics application only extracts open sales orders from the Sales Order Lines table (IA_SALES_ORDLNS) for backlog calculations to populate the Backlog tables (IA_SALES_BLGLNS and IA_SALES_BLGHIS). 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.

In Oracle 11i, open sales orders are flagged in the source system with one of the following two statuses—S6 and S9. If you want to remove the filter condition, you must remove the condition containing these two source system values.

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.

To remove open order extract filters

1. In PowerCenter Designer, open the Configuration for Oracle Applications v11i folder.
2. Open the MPLT_BCI_SALES_BLGLNS mapplet.
3. Open the Source Qualifier transformation to edit the SQL statement in the SQL Query field and the User Defined Join field.
4. Edit the statement by modifying the filter.
5. Validate and save your changes to the repository.