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Contents

Title and Copyright Information
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1 Introduction

About This Guide

2 Subject Areas

Overview
Costing - Cost Accounting Period Close Real Time
Costing - Cost Accounting Real Time
Costing - Cost Rollup Details Real Time
Costing - Fiscal Document Capture Transactions Real Time
Costing - Fiscal Document Holds Real Time
Costing - Fiscal Document Item Deliveries Real Time
Costing - Interfaced Fiscal Document Real Time
Costing - Landed Costs Real Time
Costing - New COGS and Gross Margin Details Real Time
Costing - Overhead Rates Real Time
Costing - Period Intransit Inventory Valuation Real Time
Costing - Period Inventory Valuation Real Time
Costing - Periodic Average Cost Real Time
Costing - Perpetual Average Cost Real Time
Costing - Receipt Accounting Period Close Real Time
Costing - Receipt Accounting Real Time
Costing - Resource Rates Real Time
Costing - Standard Cost Real Time
Costing - Transaction Cost Real Time
Costing - Where Used Details Real Time
Costing - Work Order Costs Real Time
Enterprise Quality Actions Real Time
Enterprise Quality Issues Real Time
Innovation Management - Concepts Real Time
Innovation Management - Ideas Real Time
Innovation Management - Portfolio Cost Real Time
Innovation Management - Portfolio Lifecycle Real Time
Innovation Management - Portfolio Resource Real Time
Innovation Management - Portfolio Revenue Real Time
Innovation Management - Portfolios Real Time
Innovation Management - Product Portfolio Real Time
Innovation Management - Product Proposals Cash Flow Real Time
Innovation Management - Product Proposals Real Time
Innovation Management - Requirements Real Time
Innovation Management - Scenario Lifecycle Real Time
Installed Base - Customer Asset Real Time
Installed Base - Customer Asset Structure Real Time
Installed Base - Meter Based Asset Usage Real Time
Inventory - Inventory ABC Real Time
Inventory - Inventory Balance Real Time
Inventory - Inventory Cycle Count Real Time
Inventory - Inventory Supply Real Time
Inventory - Inventory Transactions Real Time
Inventory - Inventory Transfer Order Real Time
Inventory Organization Real Time
Maintenance Management - Asset Real Time
Maintenance Management - Forecast Real Time
Maintenance Management - Material Usage Real Time
Maintenance Management - Purchased Item Usage Real Time
Maintenance Management - Resource Usage Real Time
Maintenance Management - Work Order Performance Real Time
Maintenance Management - Work Requirement Real Time
Manufacturing - Actual Production Real Time
Manufacturing - Material Usage Real Time
Manufacturing - Production Exceptions Real Time
Manufacturing - Purchased Item Usage Real Time
Manufacturing - Resource Usage Real Time
Manufacturing - Work Order Performance Real Time
OTBI Performance Real Time
OTBI Usage Real Time
Order Management - Order Headers Real Time
Order Management - Order Holds Real Time
Order Management - Order Lines Real Time
Order Management - Price Adjustments Real Time
Order Management - Process Instances Real Time
Product Genealogy - Genealogy Instance Real Time
Product Genealogy - Genealogy Object Composition Real Time
Product Genealogy - Genealogy Object Where Used Real Time
Product Genealogy - Genealogy Structure Real Time
Product Genealogy - Genealogy Transaction Real Time
Product Management - Change Order Approvals Real Time
Product Management - Change Order Line Real Time
Product Management - Change Order Real Time
Product Management - Components Real Time
Product Management - Cross Reference Item Real Time
Product Management - Item Catalog Category Hierarchy Real Time
Product Management - Item Revisions Real Time
Product Management - Item Supplier Uploads Real Time
Product Management - New Item Request Approvals Real Time
Product Management - New Item Request Line Real Time
Product Management - New Item Request Real Time
Product Management - Organization Hierarchy Real Time
Product Management - Related Item Real Time
Product Management - Source System Item Real Time
Product Management - Structures Real Time
Product Management - Structures and Components Real Time
Product Management - Trading Partner Item Real Time
Product Management - Where Used Real Time
Product Recall Management Real Time
Receiving - In-Transit Advanced Shipment Notifications Real Time
Receiving - In-Transit Interorganization Inventory Transfers Real Time
Receiving - In-Transit Shipments Real Time
Receiving - Interorganization Receipts Real Time
Receiving - Purchase Receipts Real Time
Receiving - Receipts Real Time
Receiving - Transactions Real Time
Receiving - Unordered Receipts Real Time
Security - Audit Real Time
Security - Roles and Privileges Real Time
Service Logistics - Parts Fulfillment Performance Real Time
Service Logistics - Service Parts Profitability Real Time
Shipping Real Time
Supply Chain Collaboration - Supply Planning Real Time
Supply Chain Financial Orchestration Real Time
Supply Chain Orchestration - Supply Order Real Time
Supply Chain Orchestration - Supply Request Real Time
Supply Chain Planning Real Time

3 Business Questions

Overview
What are the details for a costed bill of materials of a rollup assembly product?
Which assembly's cost is impacted by the change in cost of a particular component?
What are the transaction details for the transactions that are not processed or interfaced to costing for a cost accounting period?
What is the summary of validation errors for a cost accounting period that need to be reviewed prior to the cost accounting period close?
Which cost accounting transactions are not accounted for or transferred to the general ledger for a cost accounting period?
What is the account balance amount by cost transaction type for a given cost organization and cost book?
What is the cost account balance by cost accounting distribution and journal line type?
What are the estimated and actual charges for materials by item detail?
What is the actual cost associated with acquiring items, which includes insurance, transportation, handling, storage, container, and import or export charges?
What are the total indirect costs per category and unit?
What are the transaction details for the transactions that are not processed or interfaced to receipt accounting for a general ledger accounting period?
What is the summary of validation errors for a general ledger accounting period that need to be reviewed prior to the general ledger accounting period close for receipt accounting?
Which receipt accounting transactions are not accounted or transferred to the general ledger for a general ledger accounting period?
What is the ledger amount by line type for receipt account distributions?
What is the purchase order receipt transaction amount by receipt account distribution and receipt accounting transaction details?
What are the resource rates per name, type, scenario, and unit?
What are the estimated and actual costs for work orders?
What are the line item costs per work order per product?
What are the planned vs. actual work hours charged per work order?
What are the transportation costs for work orders?
What is the cost of goods sold (COGS) across business units for a given item?
What is the breakdown of the cost of goods sold (COGS) by cost element?
What is the gross margin by business unit for a fiscal quarter?
What are the requirements related to a given concept?
What is the count of concepts aging more than 90 days?
What are the counts of concepts by draft, approved, and converted statuses?
What is the count of ideas related to a concept?
How long have ideas been aging?
How many ideas are in each state?
What are the counts for related ideas, concepts, or proposals?
What state are ideas in?
When was an idea last updated or voted on?
Which customers or users have posted ideas?
What are the projected and actual production labor costs by cost category?
What are the projected and actual costs by portfolio and lifecycle phase?
What are the three worst overallocated resource pools?
What is the resource pool status over time?
What are the projected and actual revenues by revenue category?
What is the strategic fit of each product in the portfolio based on qualities such as alignment and impact?
What are the actual and projected development, labor, material, and fixed costs?
What are the actual, target, and projected resources, costs, and revenues?
What are the portfolio, proposal, and scenario details?
What are the product assessment scores relative to the market alignment, impact, competitive advantage, and supply chain fit?
What is the breakdown of portfolios by business unit and by product line across a specified time?
What are the investment return, payback period, and probability of success over a period of time?
What is the investment revenue of a particular portfolio.
What are the projected vs. actual revenue, cost, and margins for each product proposal?
What is the product and market attractiveness strategic fit? Is it aligned to the market?
What are the projected and actual development and production costs?
What is the investment return of a particular product portfolio?
What is the time required to launch a specific product portfolio?
What is the total of direct and indirect costs for a specific product portfolio? Is it aligned to budget and revenue targets?
What is the total of projected direct and indirect costs for a specific product portfolio? Is it aligned to budget and revenue targets?
Which product portfolio is at risk?
What are the counts of requirements in draft, pending, and approved statuses?
What are the counts of requirements specifications within 30, 60, 90, and 90 plus timeframes?
What is the average age of requirements?
What is the count of concepts related to requirement specifications?
What is the count of proposals related to requirement specifications?
What is the count of requirement dependencies and impacts at the requirement specifications state?
What is the total count of requirements?
How do various products in the scenario compare based on a market vs. strategic fit?
What is the deviation in absolute numbers and in percentage?
What are the total revenue, total cost, and total margin of the scenario?
What are all the assets sold to a customer for a given period?
What is the asset configuration when the asset is shipped to a customer?
What are the meter readings for a particular asset or assets during a specified period of time?
What are the meter readings per work order and in a time period for specified work orders?
What are the maintenance work order costs (for example, maintenance cost per mile or maintenance cost per production unit) associated to meter readings?
What are the meter readings for assets associated to a contract?
What are the ABC assignment quantities and item values?
What are the ABC classification cumulative values?
What are the ABC classification set quantities and values?
What are the current on-hand quantities by item, inventory organization, and subinventory?
What is the supplier site for a consigned inventory?
What percentage of the on-hand quantity is consigned?
What are the adjustment value tolerances?
What are the cycle counts by ABC assignment groups?
What are the inventory cycle counts in a specific count sequence, such as recounts, rejected, or approved?
What percentage of variance is hit-and-miss?
What are the current in-transit inventory quantities by item and inventory organization?
What are the real-time supply quantities by supply type and destination type?
What are the transactions for a given item in an inventory organization for a given day?
What is the inventory transaction quantity by transaction type for a given inventory organization?
What are all the transfer orders, with header and line information, for an item in an inventory organization?
What are the transfer order quantities by transaction type for the source and destination locations?
What are the distinct locators within a subinventory?
What are the distinct subinventories within a given inventory organization?
What are the assets by item, location, and associated work orders?
What are the daily resource requirements?
What are the maintenance work orders scheduled today?
What materials are required to execute maintenance work orders scheduled today?
What maintenance work orders were completed today?
What materials and resources were transacted today?
What are the actual vs. planned material usage quantities per product and per work order?
What is the quantity of returned material?
What is the quantity of material usage issued?
What is the material usage variance?
What are the actual vs. planned resource usage quantities per product and work order?
What is the quantity of resource returned?
What is the issued quantity of resource usage?
What is the resource usage variance?
How many work orders have been open for one, three, seven and seven plus days?
What is the average cycle time for work orders?
What is the total number of work orders past due, unreleased, and on hold?
What are the work requirements associated to a specific maintenance program?
What are the work requirements defined for a specific asset, item, or maintenance organization?
What are the work requirements for assets located at a specific work center?
What are the work requirements based on a specific work definition?
What are the percentages and counts of assets that have a maintenance program associated with a work center?
What are the maintenance programs that have a reviewed date that is before a specific date?
What are the maintenance programs that were last forecasted in a specific period?
What are the forecasts that must be started during a specific period for a specific work center and based on a specific work definition?
What are the work orders created from forecasts of a specific maintenance program with start dates within a specific period?
What is the count of work orders created from forecasts of a specific maintenance program with start dates within a specific period?
What are the requisition quantity and requisition amount?
What are the purchase order quantity, purchase order amount, return to supplier quantity, correct receipt quantity, and correct return quantity?
What is the primary quantity during actual production?
What is the transaction quantity during actual production?
How many quantities are open?
What are the material issued, returned, and negative quantities?
What is the material usage required quantity vs. actual quantity used?
How many production exceptions are open?
What are the planned resource vs. actual usage?
What is the usage quantity variance?
What percentage of work orders were scrapped and rejected?
What is the aging time for work orders?
What is the quantity of work orders in various statuses?
What is the time spent for an operation that is running, idle, or queued?
What is the total number of rework and transform work orders?
What is the total number of work orders on hold or unreleased?
What is the purchased item quantity that was requested for a work order?
What is the purchased item quantity that was ordered?
What is the purchased item quantity that was received?
What is the purchased item quantity that was returned back to receiving?
What is the purchased item quantity that was returned back to the supplier?
What is the purchased item quantity corrected for receipt transactions?
What is the purchased item quantity corrected for return to supplier transactions?
What is the number of orchestration orders for a selected time period?
What is the value of on-time orchestration orders for a selected status?
How many orders are on hold by category, item, or customer?
How much time is required to resolve an on-hold order?
What is the actual shipped date?
What is the current status for each order line?
When are my orders scheduled to ship?
When did I fulfill my orders?
What are the price adjustment charge amounts?
What are the price adjustment cost amounts?
What are the price adjustment discount amounts?
How long does it take to complete a task?
How long does it take to process and fulfill an order?
How many tasks are active?
What are the actual vs. planned completion processing times of orders?
Which orders are in jeopardy? What are the jeopardy reasons?
How many users run OTBI analyses?
Who are the top N OTBI users?
What is the weekly OTBI analysis usage trend?
What are the top N most frequently-run OTBI analyses?
How many predefined OTBI analyses have been run in the past month?
How many custom OTBI analyses have been run in the past month?
How many ad-hoc OTBI analyses have been run in the past month?
What is the execution history of dashboard X in the past month?
Which analyses have low usage in the past three months?
How many OTBI SOAP web services have been run in the past month?
What are the long-running analyses in the past month?
What is the OTBI execution time histogram in the past month?
Which analyses have the longest response time?
Which analyses have high data row count?
Which analyses reached OTBI max row limit?
What are the common execution errors in the past month?
How many analyses and dashboards failed in the past month?
What are the most commonly used OTBI subject areas?
What are the least-used OTBI subject areas?
Which subject areas are used frequently in ad-hoc OTBI analyses?
Which analyses have low usage because of poor performance?
How many database SQLs are executed by an analysis?
What is the database SQL execution time and row count?
What is the analysis total execution time and row count?
What are the product genealogy instance details?
What are the current location details for a genealogy instance?
What are the customer account information details for a genealogy instance?
What is the genealogy instance quantity?
What are the current location details?
What is the real-time component structure of a genealogy object?
What is the real-time information on all genealogy objects where a specified component is used.
What are the product genealogy transaction details?
What are the genealogy party and genealogy location references?
What are the child components and related levels for a parent object?
What are the product genealogy transaction details for a parent object?
For a given component, what is the parent object, where is the component used, and what are the related levels of the component?
What components make up an item?
What assemblies may be impacted if changes are made to an item?
Which are the organization hierarchies that contain a particular organization?
Which are the organization hierarchies that contain an item's organization at any level in the organization hierarchy?
Which are the organization hierarchies that contain an item structure organization at any level in the organization hierarchy?
What is the cycle time of approvals for change orders?
What is the cycle time of each status of a change order?
What is the cycle time by approvers of change orders?
Which change orders took the longest?
Which change orders are in the approval status for a long time?
What are the workflow transition details of a change order? Who are the approvers, and what were their comments?
What is the cycle time of approvals for new item requests?
What is the cycle time of each status of a new item request?
What is the cycle time by approvers of new item requests?
Which new item requests took the longest?
Which new item requests are in the approval status for a long time?
What is the count of change order lines by change order status?
What are the change orders pending approval?
What is the average age of change orders by change order type?
What is the current count of change orders by approval status?
What are the counts of change order lines by item, category, and catalog?
What is the count of cross-referenced items by cross-reference type?
What is the count of records with cross-referenced item numbers for a given category?
What are the approved items for an organization?
What is the count of rejected items by item type and item class?
What are the counts and percentages of products per supplier in various states, such as created, rejected, requiring corrections, and imported?
What is the average correction time per supplier?
What is the average time between supplier product submission and corresponding master item creation?
What is the count of products per supplier across a specific time interval, such as a week, month, quarter, year, and period?
What is the number of products by category, by upload, and without attachments per supplier?
What is the count of new item request lines by request line status?
What is the count of new item request lines requested this month?
How many new item requests have been rejected for an item?
What are the new item requests pending approval?
What is the average cycle time by new item request priority?
What are the related items by related item type for a given item?
What are the corresponding source system items by source system type for a given item?
What are the different structures by structure type for a given item?
What is the effectivity for a given item structure?
What are the different related items by trading partner type for a given item?
To which categories and hierarchies are items assigned to?
What are the categories in a catalog?
What are the counts of quality actions that are in draft, open, in-progress, and completed states?
What are the counts of quality actions that are open 0 to 3 days, 4 to 10 days, 11 to 30 days, and 30 plus days?
What is the overall average cycle time for quality actions?
What is the average cycle time for quality actions that are in incomplete, open, in-approval, complete, last-updated, and in-expected-resolution states?
What is the count of affected items that were impacted by quality actions?
What are the counts of changes that are related to items, change orders, ideas, concepts, proposals, and requirement specifications for quality actions?
What are the counts of quality issues that are in draft, open, in-progress, and completed states?
What are the counts of quality issues that are open 0 to 3 days, 4 to 10 days, 11 to 30 days, and 30 plus days?
What is the overall average cycle time for quality issues?
What is the average cycle time for quality issues that are in incomplete, open, in-approval, complete, last-updated, and in-expected-resolution states?
What is the count of affected items that were impacted by the quality issues?
What are the counts of changes that are related to items, change orders, ideas, concepts, proposals, and requirement specifications for quality issues?
What is the count of in-transit advance shipment notice lines by supplier?
What is the shipped quantity by carrier?
What is the total shipped quantity of in-transit inventory between a source inventory organization and a destination inventory organization?
What is the total in-transit quantity for a given inventory organization as of today?
What are the receipt amounts?
What are the receipt quantities in various states, such as accepted, rejected, delivered, returned, shipped, and actual-received?
What is the interorganizational count of receipts?
What is the count of purchasing receipt lines by item and inventory organization?
What is the returned quantity by item and inventory organization?
What percentage of the shipped quantity for an item has been received into inventory at a receiving inventory organization?
What are the transaction quantity and actual received quantity by item and by receiving inventory organization?
How do the unordered receipts compare to purchase orders?
Why am I not able to view certain subject areas with my login credentials?
Which data security policy would provide access to the data I need to see?
Can I view and edit a particular page? If yes, which functional security policy do I need to provide to a user who needs similar access?
I have not added a specific role to a user, but the user seem to have this job role. Can I trace how has this been inherited by the user?
What are all the data security privileges that a specific user added?
Which roles were added with a specific functional security policy, and who added them?
How often did customer-ordered parts arrive ontime?
How often did field service-ordered parts arrive ontime?
What is the revenue for parts sales?
Did we make or lose money on part exchanges?
What is the revenue for each parts category?
What shipments are closed for a sold-to customer?
What shipments of an item are due today or tomorrow?
Which shipments are late to the inventory organization?
What are the forecast and commit quantities aggregated across suppliers, supplier sites, ship-to locations, and items?
What are the incremental monthly commits, monthly forecasts, and monthly commits to forecast over time?
What are the individual commit differences across versions?
What are the individual commit records?
What are the individual forecast commits?
What are the individual forecast versions?
What is the historical weekly or monthly aggregation of commit-to-forecast data for a given supply chain collaboration relationship in a waterfall table view using a pivot table?
What are the financial flow details that were generated for a physical supply chain execution event?
What are the tasks generated and the details of transfer price for a financial flow?
What are the tax details for the intercompany receivables and intercompany payables that were generated as part of the financial orchestration?
What are the cost accounting distributions for the trade transactions that are part of a financial flow?
Which sales orders have multiple supply orders?
Which are the open supply orders and transfer orders where sales orders are shipped or closed?
Which are the open purchase requisitions, reservations, and work orders where sales orders are shipped or closed?
What is the number of days since a supply request was created?
What are the sales orders with no supply documents by supply type?
How do I identify the key exception areas in my supply chain plan?
How much of the supply quantity of the components is allocated for meeting the end demands?
What are the key recommendations that a planner needs to implement?
What items and quantities are needed for meeting a specific end demand?
Which supply orders are needed for meeting a specific set of end demands?
Which item locations have fill rate violations?
Which item locations have stockouts?
Which item locations have safety stock violations?
What are the final consumption forecast and history?
What is the average lead time of recall tasks in each department, location, or warehouse?
Who are the manufacturers from whom product recalls originate very often?
How many pending recall tasks does a warehouse operator or counter of a periodic automatic replenishment (PAR) subinventory have at a point in time?
Which are the departments or locations holding the recalled parts?
Is there any discrepancy between the estimated recall quantity and current on-hand quantity in any perpetual location for an item or lot before the recall count is performed?
Which are the recall notices that take long to get resolved?
How do the recalled parts get disposed of? Are they disposed of according to the replacement types indicated in the recall notices?
What is the price at which a debit memo must be raised for recalled parts that were disposed of?
What are the item categories that frequently get product recalls?
Which are the departments or locations with recalled parts for which action must be taken?
What are the inbound transactions that are on recall?
What measures are taken to address the inbound transactions that were on recall?
Which are the business units to which a recall notice is assigned?
What are the counts of holds that are placed, released, and pending?
What are the amounts on hold?
What is the count of fiscal documents on hold?
What is the count of items pending delivery?
What is the count of fiscal documents containing errors?
What are the counts of errors for fiscal document lines, legal processes, and references?
What are the counts of the fiscal document transactions?
What is the quantity and value of the in-transit material at a period end or current date?
What is the inventory onhand quantity and it's value at period end or current date.
What are the Periodic Average costs and supporting details for a cost accounting period?
What are the perpetual average costs and associated transaction details?
Whats are the standard cost details for an item and valuation unit as of a spoecific date?
Whats are the transaction costs associated to the inventory transactions?

4 Job Roles

5 Duty Roles

Overview
COGS and Gross Margin Transaction Analysis Duty
Cost Transaction Analysis Duty
External Product Catalog Transaction Analysis Duty
Fiscal Document Capture Item Deliveries Transaction Analysis Duty
Fiscal Document Capture Transaction Analysis Duty
Installed Base Customer Asset Transaction Analysis Duty
Inventory Transaction Analysis Duty
Maintenace Execution Transaction Analysis Duty
Manufacturing Execution Analysis Duty
OTBI Report Performance Transactional Analysis Duty
OTBI Report Usage Transactional Analysis Duty
Orchestration Process Transaction Analysis Duty
Order Holds Transaction Analysis Duty
Order Pick Transaction Analysis Duty
Order Transaction Analysis Duty
Product Catalog Transaction Analysis Duty
Product Designer Transaction Analysis Duty
Product Genealogy Transaction Analysis Duty
Product Management VP Real Time Transaction Analysis Duty Role
Product Portfolio Manager Real Time Transaction Analysis Duty Role
Product Proposal Manager Real Time Transaction Analysis Duty Role
Product Recall Management Transaction Analysis Duty
Quality Issues and Actions Transaction Analysis Duty
Receipt Accounting Transaction Analysis Duty
Receiving Transaction Analysis Duty
Security Transaction Analysis Duty
Service Logistics Transaction Analysis Duty
Supply Chain Collaboration Transaction Analysis Duty
Supply Chain Financials Orchestration Transaction Analysis Duty
Supply Chain Orchestration Transaction Analysis Duty
Supply Chain Planning Transaction Analysis Duty