Overview of Oracle Transactional Business Intelligence (OTBI)

Use the Oracle Transactional Business Intelligence (OTBI) solution to analyze and generate reports on:

• Service Parts Profitability: Analyze parts sales, parts costs, returns, exchanges, and replacements created in the Fusion Service, Service Request page or in the Service Logistics Manage Parts Requirements page.

• Parts Fulfillment Performance: Analyze parts delivery performance for both customer service sales orders (parts sales, exchanges, returns) and field service parts transfer orders.

• Debrief and Charges Profitability: Analyze profitability for service work orders by work area, product line, product, asset or serial number and individual field technician. You can analyze both types of service work orders: Generic and Oracle Field Service Cloud. You can identify work orders that are completed and ready for invoicing, and work orders with billing errors that need attention. You can also generate revenue reports for charges posted against service work orders.

Here are some key business questions that these reports address:

Service Parts Profitability reports:

• What's the revenue of parts sales?

• How profitable were parts sales?

• Did we make or lose money on part exchanges?

• What is the revenue and profits for each part category?

• How much core credit was issued?

Parts Fulfillment Performance reports:

• How often did customer-ordered parts arrive on time?

• How often did field-service ordered parts arrive on time?

Debrief and Charges Profitability reports:

• How profitable are field service work orders?

• How profitable is each type of field service work order?

• Which work areas were most profitable?

• Find work orders completed but not invoiced.

• How many work orders have debrief errors?

• How profitable is each product category?

• How many manual adjustments were made to field service charges?