Environmental Impact Dashboard

This chapter covers the following topics:

• Overview
• Environmental Impact Dashboard Overview
• Using the Returns Tab
• Using the Eco-Impact Tab
• Using the Disposition Summary Tab
• Using the Put on Market Tab

Overview

Environmental Impact Dashboard enables the organizations to monitor its return streams to reduce returns processing costs, recover value from returned assets, build better products, and minimize its impact on the environment. Environmental Impact Dashboard also helps to adhere to various environmental regulations such as WEEE and ROHS. These laws require organizations to take back products that a customer no longer wants, take back packaging materials, track the recycling programs and scrap contributions, and remove hazardous materials from returns and dispose them properly. Organizations require tools to help manage these new requirements, minimize their costs and provide the reporting necessary to comply with the legislation.

The Environmental Impact Dashboard enables you to perform the following:

• Monitor how much material is being returned through each return stream: Environmental Impact Dashboard helps to monitor how much material is returned from customers and the value of that material. This helps to reduce the overall number of returns, monitor the return stream to react quickly to rapidly increasing returns, and create programs to increase the recovery of higher-value assets.

• Monitor how much scrap and hazardous material comes from returns: Companies have legal and ethical responsibility to monitor and mitigate their impact on the environment. In addition to energy consumption and carbon emissions, manufacturing and retail companies produce significant amounts of scrap and hazardous waste. Environmental Impact Dashboard provides the capability to monitor how much of the return stream ends up in scrap so that effective ways are developed to re-use and recycle materials and to build products that create less waste and hazardous material.

Environmental Impact Dashboard Overview

The Environmental Impact Dashboard displays current Returns Streams and Material Disposition metrics. The header of the Environmental Impact Dashboard enables you to select the time period and organizational scope for which you want to see data.

Note: You must run the concurrent program, Depot Environmental Impact Dashboard Business Intelligence, to update the materialized views and set the profile option CSD: Default Category Set for Environmental Impact Dashboard to Yes before running queries in the Environmental Impact Dashboard.

The Environmental Impact Dashboard Header displays the following information:

• Period: Represents the following:

  • Year to Date displays data for the current year.

  • Quarter to Date displays data for the current quarter of the selected year.

  • The Last 7 Days allows you to pick the last seven days (inclusive).

  • Choosing a specific date displays data only for that date.

  • Choosing the current date, month, quarter or year, the Dashboard displays data for that period-to-date.

• Operating Unit: Refers to the Operating Unit for which you want to view data.

• Weight UOM: Indicates the unit of measure of the weight of units returned.

• Item Category: Comes from the Service Validation Inventory Organization. It is not associated with the Operating Unit and Inventory Organization values selected on the header.

• Customer Type: Draws from the Customer Type value (person, organization) associated with the returning Party. This allows data to be filtered based on whether the return is from a business to business or business to consumer transaction, which some regulatory agencies require companies to report. You can also use this filter to query Put on Market shipments.

• Inventory Organization: Refers to the location to where the material was returned. It is the collection, aggregation or processing center.

• Currency: Represents the currency in which returned materials are valued.

• Geography: This filter refers to the Trading Community Architecture (TCA) Geography for the transactions being queried.

• Region: Supports the ability to report take-back, put on market and disposition information at the macro-region level.

• Export button: Exports the data from either the entire tab or from just a table to a spreadsheet.

• For Returns: Region and Geography information indicate where the material was returned from.

• For shipments: Region and Geography information indicate where the material was Shipped to.

• For material transactions: Region and Geography information indicate the location of the subinventory that the material was transacted to.

You can view metrics for across all operating units and also view metrics for any operating unit if the profile option, CSD: Environmental Impact Dashboard Visibility Level, is set to Enterprise level. If you have operating unit visibility, and MOAC is enabled, the Operating Unit field in the Environmental Impact Dashboard header requires you to pick an operating unit you have access to via MOAC setup, in order to query Returns metrics. If MOAC is not enabled and the profile is set to Operating Unit, then the operating unit field in the Environmental Impact Dashboard is not updateable and is set to the operating unit specified by the profile MO: Operating Unit.

To view the relevant return streams, enter the fields mentioned above and click the Go button. The Returns tab, Eco-Impact tab, Disposition Summary tab, and the Put on Market tab populate with the information of the specified period.

The body of the Environmental Impact Dashboard contains four tabs - Returns, Eco-Impact, Disposition Summary, and Put on Market. For more details about these tabs, select one of the following:

• Using the Returns Tab

• Using the Eco-Impact Tab

• Using the Disposition Summary Tab

• Using the Put on Market Tab

Using the Returns Tab

The Returns tab displays a consolidated report of the number of units returned by the return stream

The Return Stream Comparisons region displays the following information.

• Return Stream: Return Streams are lookups associated with an Order Management (OM) return reason code. Returns must have an OM reason code that is linked to a Return stream in order to be shown in this table.

• Units Returned Selected Period: Represents the number of units on RMAs for the specified return stream within the period of analysis. You can query this from the Sales Order and Service Order tables.

• Units Returned Prior Year: Represents the number of discrete units returned to the business that map to the specified return stream during the prior year. Prior year represents same period of time as the selected period, except in the prior year. For example, if the selected period is March 1st-31st 2010, then the prior year data is returns from March 1st-31st 2009.

• Returned Weight Selected Period: Represents the total weight of all units returned that map to the specified return stream. The weight of any item is defined for it in the Inventory Item Master.

• Returned Weight Prior Year: Represents the total weight of all units returned during the prior year. The weight of any item is defined for it in the Inventory Item Master.

• Returned Value Selected Period: Represents the total value of all units returned that map to the specified return stream. The value of any item is specified as the standard cost of that item in Cost Management.

• Returned Value Prior Year: Represents the total value of all units returned during the prior year. The value of any item is specified as the standard cost of that item in Cost Management.

Note: The Returns tab includes only the RMAs that are received. The rcv_transaction entry exists for the order line and has source_document_code= RMA and transaction_type = DELIVER.

The Returns by Inventory Organization graph represents the flow of returns for a particular inventory organization for a selected period and its corresponding previous year.

The Returns by Return Stream graph represents the flow of returns for various return streams for a selected year and its corresponding previous year.

The Returns Trends for Selected Period graph shows the total flow of returns for a selected period.

The Returns Trends for Prior Period graph shows the total flow of returns for the previous period.

Using the Eco-Impact Tab

The Eco-Impact Tab provides a comparative analysis of targeted eco-impacts. The tab provides the following information:

• Number of Units by Disposition shows the number of units for each disposition in the selected period vis a vis the prior period and the percentage change in these periods. Green threshold indicators indicate that everything is operating within acceptable limits.

• Weight by Disposition shows the total weight of the units transacted for each disposition in the selected period vis a vis the prior period and the percentage change. Green threshold indicators indicate that everything is operating within acceptable limits.

• Percentage of Units by Disposition shows the number of units dispositioned against the number of units returned in all return streams expressed as a percentage.

• Percentage of Weight by Disposition shows the total weight dispositioned against the total weight returned in all return streams expressed as a percentage.

  

  Note: The Eco-Impact tab includes dispositions of all materials that are negative or return transacted in WIP. This is regardless of whether or not the job or service order is closed.

• Scrap Trends for Selected Period shows time-series trends for weight of material sent to scrap during the analysis period.

• Scrap Trends for Prior Period shows time-series trends for weight of material sent to scrap during the same period in prior year.

• Hazardous Materials Trends for Selected Period shows time-series trends for weight of material disposed as hazardous materials during the analysis period.

• Hazardous Materials Trends for Prior Period shows time-series trends for weight of material disposed as hazardous materials during the same period in prior year.

  

• Scrap by Inventory Organization shows the weight of returned material sent to scrap for a particular Inventory Organization.

• Hazardous Materials by Inventory Organization shows the weight of returned material disposed as hazardous materials for a particular Inventory Organization.

  

Note: All the Scrap and Hazardous Materials metrics are measured by the amount/weight of the materials that were WIP negative issued or returned with a reason code that belongs to the Scrap/Hazardous Materials dispositions that were setup.

Using the Disposition Summary Tab

The Disposition Summary tab provides an overview of the profit and loss from processing different categories for returned materials in different ways. For each category and disposition combination, the table lists the cost to process the material, the value of the recovered material, and the profitability of the value minus the cost. Operations personnel use this table to track the effectiveness of various processing options.

The Disposition Summary Information region of the Disposition Summary tab displays the following information:

• Category: The categories belonging to the category set in the profile option CSD: Default Category Set for Environmental Impact are used. The profile option lists only the Category Sets that allow one category per item in that category set. The items will only belong to one category for the environmental impact reporting.

• Disposition: This value maps to the disposition values available in the Material Transaction Reason Code column on the Technician Portal Materials table.

• Quantity: The number of units returned in each category bucket determines this value.

• Recovery Value: This is derived from the standard cost of the item defined the Service Inventory Validation Org.

• Processing Cost: Processing Cost is derived from the Order Cost of the item for the organization that the item was transacted in. For example, if the material transaction is performed in the inventory Organization M1, the processing cost is the same as the order cost for that material in M1 inventory organization.

• Recovery Profit: This value is derived by subtracting Processing Cost from Recovery Value.

Using the Put on Market Tab

The Put on Market tab helps to assess how much the given products or product category been sold or placed into a specific geographic region by the business. This is required for regulatory compliance in many countries and states.

The Put on Market tab displays the following information:

• Category Name: This value is derived from the Service Inventory Validation Org.

• Category Description: Description of the Category you select.

• Quantity: This value is derived from the number of units sold once converted to the primary unit of measure as defined in the Service Inventory Validation Org.

• Weight: Displays values for items for which a weight is defined in the Inventory Item Master. If the weight of an item is not defined in the Inventory Item Master, that item is not included in the total weight calculation