Cost Management Command Center

Oracle Cost Management Command Center User Interface

Overview

Oracle Cost Management Command Center is built on top of the Enterprise Command Center Framework. The command center enables costing personnel to view information across all relevant costing processes in the enterprise and makes the data available for analysis and search. You can use the Oracle Cost Management Command Center to quickly search and filter transaction details across organizations and associated entities. You can also use the Available Refinements and other search features to identify hidden trends. The Oracle Cost Management Command Center enables you to review and analyze data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables.

You can use the Oracle Cost Management Command Center to:

• Identify errors and incomplete transactions that have become bottlenecks for costing period close.

• Identify unaccounted inventory, manufacturing, receiving transactions, and material transactions with missing costs.

• Analyze landed cost management and shipping transactions under inventory source.

• Review the period end balances in the WIP Valuation accounts for reconciliation, analysis, and necessary actions to be performed.

The Period Health Check (Process) Dashboard enables cost managers to mitigate processing issues that prevent or delay period close activities. This dashboard displays period health check metrics and it categorizes transactions based on time. This dashboard also displays a Top Ten Organizations tag cloud, transaction charts, and transaction results tables.

The WIP Valuation (Process) dashboard displays interactive work-in-process valuation information that enables you to review, analyze, and respond to period close WIP valuation status. The dashboard allows cost managers to perform detailed reconciliation for the WIP subledger.

Note: You can use the Cost Management Command Center only after the installation and common configurations are completed as described in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, Release 12.2. For additional ECC Overview information, see Overview of Oracle Enterprise Command Center Framework, Oracle E-Business Suite User's Guide.

Searching Enterprise Command Center Dashboards

Use the dashboard sidebar to refine (filter) the data on each dashboard. You can also Search using a keyword, value, or a specific record. The type-ahead feature suggests matches for your entry that correspond to the selected data set. When you submit a search, the search term is added to the Selected Refinements list, and the dashboard data is refined to include only records that match the search. You can add multiple refinements and remove any of them at any time. Using Saved Searches, you can create and save your searches and refer to them later. You can also edit and delete saved searches.

Use an asterisk (*) or percent sign (%) to perform a partial keyword or record search that matches any string of zero or more characters. You can also use a question mark (?) to perform a partial search that matches any single character.

Additional Information: For more information about searching for and refining data in enterprise command centers, see Search in Highlights of an Enterprise Command Center, Oracle E-Business Suite User's Guide.

Period Health Check (Process) Dashboard

The Period Health Check (Process) dashboard enables you to search for and view inventory, receiving, and manufacturing transactions that are preventing period close. You can also search for and view transactions that are to be processed, but are not necessary for period close. Using the guided navigation and other search features, you can search on organization, transaction, batches, receiving, and inter-organization transfer data. You can also view period close metrics, charts, and transaction data in results tables. The following is a partial display of the Period Health Check (Process) dashboard.

From the OPM Financials responsibility, navigate to the Period Health Check (Process) dashboard:

(N) OPM Financials > Cost Management Command Center > Period Health Check (Process) (Tab)

Overview (Tab)

The following table describes the Period Health Check (Process) dashboard components:

Component	Description
Period Close Backlog (summary bar)	This summary bar displays the following metrics and displays certain metrics in green (good), orange (warning), or red (critical) indicating the importance: Organizations - This metric displays the number of organizations with backlog. Periods - This metric displays the number of periods with backlog. Required Resolutions - This metric displays total backlog that is required to be cleared for a successful period close. Green = 0, Red > 0 Recommended Resolutions - This metric displays total backlog that is recommended, but not required to be cleared before period close. Green = 0, Orange > 0 Errors - This metric displays the number of transactions with errors. Green = 0, Red > 0
Organizations with Period Close Issues (tag cloud)	The Organizations with Period Close Issues tag cloud displays the organizations that have period close issues. This tag cloud component displays the organizations in relative sizes based on the number of period close issues.
Recurring Period Close Issues (chart)	The Recurring Period Close Issues chart displays the number of organizations and number of periods with recurring period close issues. This chart also displays the backlog types in relative sizes by frequency of occurrence.
Backlog by Organization (chart)	The Backlog by Organization chart displays the number of backlog transactions by organization and backlog type. You can select dimensions to view and sort this chart.
Backlog by Month (chart)	The Backlog by Month chart displays the number of backlog transactions by transaction month and backlog type. You can select dimensions to view and sort this chart.

Inventory (Tab)

Component	Description
Period Close Backlog (summary bar)	This summary bar displays the following metrics and displays certain metrics in green (good), orange (warning), or red (critical) indicating the importance: Material Transactions - This metric displays the number of pending, unprocessed and unaccounted transactions. Green = 0, Orange > 0 Missing Costs - This metric displays the number of Items without costs. Green = 0, Orange > 0 Adjustments - This metric displays the number of IPV, ERV, Costs, and LCM adjustments pending accounting and LCM adjustments. This metric also displays the number of pending processing adjustments. Green = 0, Orange > 0 Delivery Lines (Shipping) - This metric displays the number of shipping delivery line transactions pending transfer to inventory. Green = 0, Orange > 0 Errors - This metric displays the number of transactions in error in the inventory source. Green = 0, Red > 0 Resolution Type - This metric specifies whether resolution is required or recommended for displayed backlog. Unresolved required backlog prevents period close.
Material Transactions (tab layout)	The Top 10 Errors tag cloud displays the top ten inventory transaction errors with explanations by frequency of occurrence and the number of occurrences for each error. Click an error to refine and filter all data on the page for the selected error. The Material Transaction Backlog by Organization chart displays the number of material transactions by organization code. You can select dimensions to view and sort this chart. The Material Transaction Backlog by Month chart displays the number of material transactions by month. You can select dimensions to view and sort this chart. The Material Transactions results table displays all attributes pertaining to material transactions.
Missing Costs (tab layout)	The Missing Cost Backlog by Organization chart displays the number of items and transactions that do not have associated costs by organization. You can select dimensions to view and sort this chart. The Missing Cost Backlog by Month chart displays the number of items and transactions that do not have associated costs by transaction month. You can select dimensions to view and sort this chart. The Transactions with Missing Items Costs results table displays all attributes pertaining to transactions that do not have associated costs. Click the options link to Compare selected records, or Export data sets.
Adjustments (tab layout)	The Material Adjustment Backlog by Organization chart displays the number of landed cost transactions by organization code. You can select dimensions to view and sort this chart. The Material Adjustment Backlog by Month chart displays the number of landed cost transactions by transaction month. You can select dimensions to view and sort this chart. The Material Adjustments results table displays all attributes pertaining to the material adjustments transactions. Click the options link to Compare selected records, or Export data sets.
Delivery Lines (Shipping) (tab layout)	The Delivery Backlog by Organization chart displays the number of shipping orders by organization code. You can select dimensions to view and sort this chart by resolution type, backlog type, transaction status, or order type. The Delivery Backlog by Month chart displays the number of shipping orders by transaction month. You can select dimensions to view and sort this chart. The Delivery Lines results table displays all attributes pertaining to the delivery transactions. Click the options link to Compare selected records, or Export data sets.

Receiving (Tab)

Component	Description
Period Close Backlog (summary bar)	This summary bar displays the following metrics and displays certain metrics in green (good), orange (warning), or red (critical) indicating the importance: Purchase Orders - This metric displays the number of purchase orders with receiving transactions backlog. Transactions - This metric displays the number of receiving transactions in open interface status, or the number of receiving transactions in unaccounted status for Process Manufacturing only. Green = 0, Orange > 0 Errors - This metric displays the number of receiving transactions in error. Green = 0, Red > 0 Resolution Type - This metric specifies whether resolution is required or recommended for displayed backlog. Unresolved required backlog prevents period close.
Top 10 Errors (tag cloud)	The Top 10 Errors tag cloud displays the top ten receiving transaction errors with explanations by frequency of occurrence and the number of occurrences for each error. Click an error to refine and filter all data on the page for the selected error.
Receiving Transaction Backlog by Organization (chart)	The Receiving Transaction Backlog by Organization chart displays the number of transactions by organization code. This chart also displays the number of transaction types. You can select dimensions to view and sort this chart.
Receiving Transaction Backlog by Month (chart)	The Receiving Transaction Backlog by Month chart displays the number of transactions by transaction month. This chart also displays the number of transaction types. You can select dimensions to view and sort this chart.
Receiving Transactions (results table)	The Receiving Transactions results table displays all attributes pertaining to receiving transactions. Click the options link to Compare selected records, or Export data sets.

Manufacturing (Tab)

Component	Description
Period Close Backlog (summary bar)	This summary bar displays the following metrics and displays certain metrics in green (good), orange (warning), or red (critical) indicating the importance: Batches - This metric displays the number of batches with unaccounted resource transactions. Green = 0, Red > 0 Transactions - This metric displays the number of unaccounted resource transactions for process manufacturing organizations. Green = 0, Red > 0 Resolution Type - This metric specifies whether resolution is required or recommended for displayed backlog. Unresolved required backlog prevents period close.
Resource Transaction Backlog by Organization (chart)	The Resource Transaction Backlog by Organization chart displays the number of transactions by organization code. This chart also displays the number of transaction types. You can select dimensions to view and sort this chart.
Resource Transaction Backlog by Month (chart)	The Resource Transaction Backlog by Month chart displays the number of transactions by transaction month. You can select dimensions to view and sort this chart.
Resource Transaction Details (results table)	The Resource Transaction Details results table displays all attributes pertaining to process manufacturing transactions. Click the options link to Compare selected records, or Export data sets.

WIP Valuation Dashboard

The WIP Valuation (Process) dashboard displays interactive work-in-process valuation information that enables you to review and analyze WIP valuation at different levels of detail. The dashboard also allows cost managers to perform detailed reconciliation for the WIP subledger. You can review the period end balances in the WIP Valuation accounts for reconciliation and analysis, and perform necessary actions.

From the OPM Financials responsibility, navigate to the WIP Valuation (Process) dashboard:

(N) OPM Financials > Cost Management Command Center > Valuation (Process)

The following table describes the WIP Valuation (Process) dashboard components:

Component	Description
Valuation Controls (summary bar)	The Valuation Controls summary bar displays the following metrics: Ledgers This metric displays the number of ledgers available before selection. When you select a specific ledger, this metric displays the number 1. Click this metric to open the list of values, select a ledger and refine the dashboard data. Modes WIP reconciliation can be performed using Period-to-Date (PTD) or Cummulative-to-Date (CTD) modes. Click this metric to open the list of values, select a mode and refine the dashboard data. Reporting Periods WIP values that display are based on the reporting period. By default, this metric displays the number of open periods for the selected ledger. Click this metric to open the list of values and refine the dashboard data. Ledger This metric display the selected ledger. If more than one ledger is selected, then this metric displays Multiple. Note: Only Ledgers with the same currency are allowed. Mode This metric displays the selected mode. WIP values are calculated accordingly . Reporting Period This metric displays the period selected for reconciliation. Cost Type This metric displays the fiscal cost type of the selected legal entity during valuation.
Batch Cost Totals (summary bar)	The Batch Cost Totals summary bar displays the following metrics: Cost Incurred This metric displays the total cost incurred in the period (Period-to-Date) or up to the period (Cumulative-to-Date). Cost Relieved This metric displays the total cost relieved in the period (Period-to-Date) or up to the period (Cumulative-to-Date). Variance Relieved This metric displays the total variance relieved in the period (Period-to-Date) or up to the period (Cumulative-to-Date). Net Activity This metric displays the net activity in the period (Period-to-Date) or up to the period (Cumulative-to-Date). Ending Balance This metric displays the ending balance up to the period. Currency This metric displays the functional currency of the reported WIP valuation.
WIP Valuation by Period (chart)	The WIP Valuation by Period chart displays the valuation of batch cost totals and activities for the selected reporting period. Click the Options icon to select Dimension values that display the chart by: Reporting Period Transaction Period You can also click the Options icon to export the chart as an image, or in a Comma-Separated Values (CSV) file format.
WIP Valuation by Legal Entity, Organization, Batch (chart)	The WIP Valuation by Legal Entity, Organization, Batch is a cascading chart that displays the valuation and activities for the selected ledger grouped by the legal entity level. You can click on the legal entity in the chart to refine and filter the dashboard data and view batch information. Click the Options icon to select Dimension values that display the chart by: Legal Entity Organization Code Batch Number You can also click the Options icon to export the chart as an image, or in a Comma-Separated Values (CSV) file format.
Batch Costs by Usage Type (tab layout)	This tab and chart provides visibility into batch costs at the usage type level. By selecting the Options icon and selecting dimensions, you can view values by: Net Activity (Sum) Ending Balance (Sum) Costs Incurred (Sum) Costs Relieved (Sum) Elemental Variances Received (Sum) by Usage Type or Variance You can click each Usage Type in the chart to refine and filter the dashboard data. The Single Level Variances Relieved (Sum) by (Group Dimension), (Dimension) chart displays the total cost of single level variances. You can click each component in the chart to refine and filter the dashboard data. Click the Options icon to select Group Dimension values that display the chart by: Reporting Period Batch Number Organization Code Legal Entity Transaction Period You can also click the Options icon to select Dimension values that display the chart by: Usage Type or Variance Variance Subtype You can also click the Options icon to export both charts as an image, or in a Comma-Separated Values (CSV) file format.
Batch Costs by Component Class (tab layout)	The (Metric) by (Group Dimension), Component Class chart displays the total batch costs at the component classes level. You can click each component in the chart to refine and filter the dashboard data. Click the Options icon to select Group Dimension values that display the chart by: Reporting Period Legal Entity Organization Code Batch Number Transaction Period You can also click the Options icon to select Metrics that display the chart by: Net Activity (Sum) Ending Balance (Sum) Costs Incurred (Sum) Costs Relieved (Sum) Elemental Variances Relieved (Sum) The Single Level Variances Relieved (Sum) by (Group Dimension), Component Class chart displays the total cost of Single Level Variances Relieved for each Component Class. You can click each component in the chart to refine and filter the dashboard data. Click the Options icon to select Group Dimension values that display the chart by: Reporting Period Legal Entity Organization Code Batch Number Transaction Period You can also click the Options icon to export both charts as an image, or in a Comma-Separated Values (CSV) file format.
Batch Costs by Analysis Code (tab layout)	The (Metric), (Group Dimension), by Analysis Code chart displays the total cost of batches by Analysis Code. You can click each component in the chart to refine and filter the dashboard data. Click the Options icon to select Group Dimension values that display the chart by: Reporting Period Legal Entity Organization Code Batch Number Transaction Period You can also click the Options icon to select Metrics that display the chart by: Net Activity (Sum) Ending Balance (Sum) Costs Incurred (Sum) Costs Relieved (Sum) Elemental Variances Relieved (Sum) The Single Level Variances Relieved (Sum) by (Group Dimension), by Analysis Code chart displays the total cost of Single Level Variances Relieved for each Analysis Code. You can click each component in the chart to refine and filter the dashboard data. Click the Options icon to select Group Dimension values that display the chart by: Reporting Period Legal Entity Organization Code Batch Number Transaction Period You can also click the Options icon to export both charts as an image, or in a Comma-Separated Values (CSV) file format.
Batch Summary (tab layout)	The Batch Summary aggregate table displays attributes pertaining to work order costs at the batch level. You can click the Batch Number, Organization Code, and Primary Product attributes to refine and filter the dashboard data. You can also click the Options icon to Hide and Show attributes, and Export the table data.
Batch Accounting Summary (tab layout)	The Batch Accounting Summary tables displays work order costs at an account and usage type level. The purpose of the tables are to enable account level reconciliation when customers are using multiple accounts. The Batch Accounting by Usage aggregate table displays attributes pertaining to aggregate work order costs, usage types or variances, cost elements, and accounts. The Batch Accounting by Single Level Variances aggregate table displays attributes pertaining to aggregate single level variance totals by variance type. You can also click the Options icon to Hide and Show attributes, and Export the table data for both tables..

Margin Analysis Dashboard

The Margin Analysis dashboard enables you to perform multidimensional analysis of gross margins, revenue, and cost of goods sold. You can use the Margin Analysis dashboard to evaluate:

• The sales channel, region, or product mix that is the most profitable

• Costs, sales volumes, and margins

• Margin trends for the year, quarter, and period

• Growth in sales, revenue, and margins compared to prior periods

The various dimensions in which analysis can be performed include:

• Overview

• Product

• Customer

• Industry

• Sales Channel

• Territory

• Sales Representative

From the OPM Financials responsibility, navigate to the Margin Analysis dashboard:

(N) OPM Financials > Cost Management Command Center > Margin Analysis

Component	Description
Margin Analysis (summary bar)	The Margin Analysis summary bar displays the following metrics: Date From - This metric displays the start date of the selected time period. Date To - This metric displays the start date of the selected time period. Sales Revenue - This metric displays the total revenue for the selected time period. Cost of Goods Sold - This metric displays the total Cost of Goods Sold for the selected time period. Gross Margin - This metric displays the total gross margin for the selected time period. Gross Margin Percentage - This metric displays the gross margin percentage for the selected refinements. Ledger - This metric displays the selected ledgers for which margins are being reported. If multiple ledgers have been selected, then this metric displays Multiple. Ledgers with the same currency are included. Currency - This metric displays the currency of the ledgers for which margins are being reported.
Overview (tab layout)	The Quarterly Margin Summary hierarchical query table displays the total values of Sales Revenue, Cost of Goods Sold, Gross Margin, and Gross Margin Percentage values by Fiscal Year, Fiscal Quarter, and Fiscal Period for selected refinements. The next bar and line chart displays Sales Revenue (Sum), Cost of Goods Sold (Sum), Gross Margin (Sum), Gross Margin Percentage by Fiscal Year, Fiscal Quarter, and Fiscal Period. The Sales Revenue, Cost of Goods Sold, Margin, Margin Percentage chart displays total values of Revenue, COGS, Gross Margin, and Gross Margin Percentage by Fiscal Year, Fiscal Quarter, and Fiscal Period. The Quarterly Margin Performance line chart displays totals for Gross Margin, Sales Revenue, and Cost of Goods Sold by Fiscal Quarter and Fiscal Period. The Sales Revenue, Cost of Goods Sold, Gross Margin, Gross Margin Percentage by Legal Entitychart displays total values of Sales Revenue, COGS, Gross Margin, and Gross Margin Percentage by Legal Entity.
Product (tab layout)	The Sales Revenue, Cost of Goods Sold, Gross Margin, Gross Margin Percentage by Product Category chart displays the total values of Sales Revenue, COGS, Gross Margin, and Gross Margin Percentage of Goods Sold by Product Category. The Gross Margin and Gross Margin Percentagechart displays the total values of Sales Revenue, COGS, Gross Margin, Gross Margin Percentage, and Volume (Invoice Quantity) by fiscal quarter, fiscal year, or fiscal period and by Product Category. The Cost vs. Margin bubble chart displays the cost and margin values for products and product codes. You can select dimensions to compare values for Gross Margin, Sales Revenue, Cost of Goods Sold, Invoice Quantity, Average Margin, Average COGS, Average Selling Price, and Gross Margin Percent. You can also refine the chart by clicking on a specific product. This also enables users to visualize how two products compare on cost vs. margin or price irrespective of how much of the product is being sold. Bubble size indicates sales volume. The Cost of Goods Sold pie chart displays cost of goods sold for each product category. You can refine the chart by clicking on a product category to view individual products and values. The Sales Revenue (sum) by Product Category pie chart displays the total values of Sales Revenue, Gross Margin, and Negative Gross Margin by product category. The Product Category Summary hierarchical query table displays Sales Revenue, Cost of Goods Sold, Gross Margin, and Gross Margin Percentage values for selected Product Categories.
Customer (tab layout)	The Gross Margin by Sold-To Customer, Product Category chart displays total values for Gross Margin, COGS, by Group, Customer, amd Product Category. The Sales Revenue by Customer chart displays total values for Sales Revenue, COGS, by Sold-To Customer Product, and Product Category. The Top Ten Customers chart displays the total values of Gross Margin, Sales Revenue, Cost of Goods Sold, and Gross Margin Percentage for the top ten customers. Customers include Sold-to Customer, Bill-to Customer, and Ship-to Customer. The Quarterly Margin Performance chart displays the total values of Gross Margin, Sales Revenue, Cost of Goods Sold, and Gross Margin Percentage for Customers. You can refine this chart by clicking on a customer to view values for that customer.
Industry (tab layout)	The Gross Margin Performance by Industry chart displays the total values of Gross Margin and Cost of Goods Sold by Customer Industry and by Product Category. You can refine this chart by clicking on Fiscal Year, Fiscal Quarter, and Fiscal Period values. The Sales Revenue by Industry chart displays the total values of Sales Revenue and Cost of Goods Sold by Customer Industry and by Product Category. You can refine this chart by clicking on Fiscal Year, Fiscal Quarter, and Fiscal Period values.
Sales Channel (tab layout)	The Gross Margin by Sales Channel chart displays the total values of Gross Margin and COGS by Sales Channel and by Product Category. You can refine this chart by clicking on Fiscal Year, Fiscal Quarter, and Fiscal Period values. The Sales Revenue by Sales Channel chart displays the total values of Sales Revenue and COGS by Sales Channel and by Product Category. You can refine this chart by clicking on Fiscal Year, Fiscal Quarter, and Fiscal Period values.
Territory (tab layout)	The Gross Margin Performance by Territory chart displays the total values of Gross Margin and COGS by Territory and Product Category. The Sales Revenue by Territory chart displays the total values of Sales Revenue and COGS by Territory and Product Category. The Quarterly Gross Margin, Margin Percentage Across Territories chart displays the total values of Sales Revenue and COGS for Bill-to Customer Territories. You can refine this chart by clicking on metrics within the chart. The Territory Summary hierarchical query table displays the total values of Sales Revenue, Cost of Goods Sold, Gross Margin, and Gross Margin Percentage for selected customer territories.
Sales Representative (tab layout)	The Gross Margin Performance by Sales Representatives chart displays the total values of Gross Margin and Cost of Goods Sold by Sales Representative. You can refine this chart by clicking on Fiscal Year, Fiscal Quarter, and Fiscal Period values. The Sales Revenue by Sales Representative chart displays the total values of Sales Revenue and Cost of Goods Sold by Sales Representative. You can refine this chart by clicking on Fiscal Year, Fiscal Quarter, and Fiscal Period values.