This chapter covers the following topics:
You can use Oracle Cost Management Information Discovery: Landed Cost Management to search and filter landed cost information that includes:
Major landed cost players
Landed cost allocation profiles
Historic landed cost information
Unplanned landed costs
Comparison of item landed cost information
Shipments with pending actions
Shipments with unmatched amounts
Using the Landed Cost Management 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 Information Discovery design tools. These pages are hosted in an Endeca Information Discovery (EID) environment, and called from new container pages in EBS. In Landed Cost Management, the following pages enable search functions using Information Discovery integration:
Monitor Daily Operations: The Monitor Daily Operations page provides details of the pending activities on the Landed Cost shipments.
Landed Cost Analysis: The Landed Cost Analysis page provides an in-depth understanding of the landed cost allocation across inventories, and includes supply information, item information, and purchase order information.
Note: Landed Cost Management Information Discovery pages are included in the Cost Management Information Discovery product.
This chapter provides product-specific details required to integrate Oracle E-Business Suite Information Discovery with Oracle E-Business Suite Release 12.1 V7 for the Oracle Landed Cost Management application. This supplements the information provided in Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 (Doc ID: 2165363.1). You must review this document and make note of the requirements before you begin your installation.
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 Landed Cost Management, 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
Within 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 Monitor Daily Operations page regions and components:
Note: Charts do not display landed cost information if the data contains multiple functional currencies. In such situations, the Functional Currency metric displays 'Multiple'. Use Available Refinements to filter the landed cost transactions with a single currency to visualize landed coast information in the charts. For example, you can use Operating Unit and Organization from the Shipments attributes group.
Region | Components |
---|---|
Search | The Search component allows you to submit keyword searches and provides type-ahead suggestions displaying attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. |
Selected Refinements | The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list. |
Bookmarks | The Bookmarks component allows you to save a given navigation and component state and return to it at a later time. |
Available Refinements | You can use the Available Refinements component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:
|
Shipments in Progress (summarization Bar)
Note: The Metric Components are color coded to highlight warnings and health: |
|
Landed Cost Shipments (tabbed container component) Status Summary (tab) |
Shipments Status Summary (chart)
Landed Cost Shipments (results table)
|
Landed Cost Shipments (tabbed container component) Variance [Actual versus Estimated] (tab) |
Unbilled Amount by Party (chart)
Unbilled and Partially Billed Shipments (results table)
|
The Landed Cost Analysis page provides an in-depth understanding of the landed cost allocation across inventories, and includes supply information, item information, and purchase order information. The following is a partial display of the Landed Cost Analysis page.
From the Landed Cost Management responsibility, navigate to the Landed Cost Analysis page:
(N) Workbench > Landed Cost Analysis
Within the Information Discovery regions on the Landed Cost Analysis page, you can:
View the amount that is invested in charges during the procurement cycle.
Identify the landed cost allocation profile for items, considering variables such as country of origin, third party suppliers, receiving organizations, and so on.
Review trends and variances from estimated to invoiced information.
View non-planned cost factors billed without the corresponding estimated amounts.
Search for historic landed cost information of an item to drive future sourcing negotiations.
You can analyze data and view metrics, charts, graphs, and tables. The following describes the Information Discovery Landed Cost Analysis page regions and components:
Note: Charts do not display landed cost information if the data contains multiple functional currencies. In such situations, the Functional Currency metric displays 'Multiple'. Use Available Refinements to filter the landed cost transactions with a single currency to visualize landed coast information in the charts. For example, you can use Operating Unit and Organization from the Shipments attributes group.
Region | Components |
---|---|
Search | The Search component allows you to submit keyword searches and provides type-ahead suggestions displaying attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. |
Selected Refinements | The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list. |
Bookmarks | The Bookmarks component allows you to save a given navigation and component state and return to it at a later time. |
Available Refinements | You can use the Available Refinements component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:
|
Landed Cost Composition (summarization bar)
Note: The Metric Components are color coded to highlight warnings and health: |
|
Landed Cost Components (tag cloud) | Top Ten Landed Cost Components Tag Cloud Component
Note: The Landed Cost Components tag cloud displays the top fifteen Landed Cost components considering total actual landed cost. |
Landed Cost Analysis (tabbed container component) Total Costs (tab) |
The Landed Cost Summary Component Container contains the following: Total Landed Cost (chart)
Estimated and Actual History (chart)
Landed Cost Shipments (results table)
|
Landed Cost Analysis (tabbed container component) Cost Comparison (tab) |
Cost Trends (chart)
Cost Comparison Details (results table)
|
Landed Cost Analysis (tabbed container component) Unplanned Charges (tab) |
Unplanned Charges (chart)
Unplanned Charge Details (results table)
|
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 Information Discovery, Release 12.1 V7 (Doc ID: 2165363.1).
To set up Oracle Financials Information Discovery: Landed Cost Management, you must complete the following steps:
Set Access Control by assigning UMX roles and updating access grants.
Load LCM data to the Endeca Data Domain by running graphs provided by LCM.
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_MDO_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 Information Discovery 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 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_MDO_ENDECA_ACCESS_PS |
Landed Cost Analysis page | INL_LCA_ENDECA_ACCESS_PS |
Grants | Internal Code Name |
---|---|
Monitor Daily Operations page | INL_MDO_ENDECA_ACCESS_GRANT |
Landed Cost Analysis page | INL_LCA_ENDECA_ACCESS_GRANT |
Roles | Internal Code Name |
---|---|
Monitor Daily Operations page | INL_MDO_ENDECA_ACCESS_ROLE |
Landed Cost Analysis page | INL_LCA_ENDECA_ACCESS_ROLE |
Complete the following steps to enable Information Discovery menus in Oracle E-Business Suite (EBS):
Assign a UMX Role to the Responsibility.
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 Information Discovery, Release 12.1 V7 (Doc ID: 2165363.1).
Clover ETL within Endeca queries LCM Views and does a full data load to the LCM data domain 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 domain which were updated in EBS after the last load. After the data has been loaded in the LCM data domain, it can be queried and shown in the LCM pages.
LCM Data Sources in the LCM Data Domain
Data sources are defined in the LCM Data Domain 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.
The initial data upload for Endeca Search is complete when the Full graph is run as described in Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 (Doc ID: 2165363.1). 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
Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Select the graph for schedule to run. I.e. Full.grf/incremental.grf.
Click Create to set the scheduler.
You can load data to the LCM data domain by running graphs provided by LCM.
To load data to the LCM data domain
Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node. The LCM sandbox is inl-lc.
Graphs to load data include:
FullLoadConfig.grf
IncrLoadConfig.grf
LoadDataFull.grf
LoadDataIncr.grf
You must set the following profile options to control default number of days to be used in the filters of LCM Information Discovery 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. |
The following views are used by the ETL layer in Endeca to load LCM data to the Endeca Data Domain:
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. |
Landed Cost Management Information Discovery 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 |