Implement EBS Analytics for Supply Chain Management

Order Management drives the order fulfillment process of any business. The Order Management (OM) and Inventory Analytics delivers customer insights into the orders and inventory data that helps organizations in the entire Supply chain management lifecycle take informed decisions.

Sales orders are the entry points for the sales process, while Invoices (Account Receivables module) are the exit points from the fulfillment process. Customers needs visibility into which items are booked, backlogged, and invoiced to evaluate the sales performance of individual sales representatives or departments.

The Dashboards provides insights into the following:

  • Order & Fulfillment effectiveness
  • Customer Performance
  • Employee Performance
  • Inventory Visibility

Order Management (OM) Configuration

To configure the OM module, ensure the following schemas, business schemas, and dashboard folder exist:

Required schemas:

  • EBS_ONT
  • EBS_WSH
  • EBS_AR (RA_CUSTOMER_TRX_ALL, RA_CUSTOMER_TRX_LINES_ALL, RA_SALESREPS_ALL)
  • COMMON schemas like EBS_ITEM_COMMON, EBS_CAL_COMMON, EBS_FND_COMMON, EBS_HR_COMMON, EBS_FIN_COMMON, EBS_PARTY_COMMON.

Business Schema

  • Order Management

Dashboard Folder

  • Order Management - Few dashboards have drill-down to other dashboards. Look for the column name with ””. Selecting those will take you to separate reports. For example, “Delivery Performance (With Drills)” dashboard has the “Sales Rep Name” column. Selecting on the ”” to go to another report with the customer name. Selecting on that will drill to a new report, and so on.

Data security (Optional)

You can set the security level using a Session Variable to support the following:

  • Restrict sales representatives, i.e. SalesRep, to see their data only.
  • Restrict sales managers, i.e. SalesMgr, to see their data only.

The list of users to be secured by Salesrep Id will be populated in a custom file called salesrep_security.csv and will be used to populate a table called Custom.SalesRepSecurity.

You can get the SalesRep Id for the logged-in user by populating an internal Session Variable ($Salesrep_ID) using this expression:

query(Custom.SalesRepSecurity.SALESREP_ID,Custom.SalesRepSecurity.LOGIN=$user)

Then a security filter is created on the table level, for the tables listed below:

or(length($Salesrep_Id) = 0, inList(EBS_ONT.OE_ORDER_HEADERS_ALL.SALESREP_ID , $Salesrep_Id)

This condition will turn true for all the users, if the user does not exist in the security table. For other users, it will add an implicit condition to any query on the table, so that every user will only see the records either for their own teams or their own salesrep id.

  1. EBS_ONT.OE_ORDER_HEADERS_ALL
  2. EBS_ONT.OE_ORDER_LINES_ALL
  3. EBS_ONT.OrderDetails

Validation SQL

You can use the following SQL statement to validate the Incorta output data versus the source data base.

select count(distinct ohead.order_number) order_count,

sum(NVL (OLINE.ORDERED_QUANTITY, 0)) ORDERED_QUANTITY

FROM apps.OE_ORDER_HEADERS_ALL OHEAD,apps.OE_ORDER_LINES_ALL OLINE

WHERE OLINE.HEADER_ID = OHEAD.HEADER_ID AND oline.schedule_ship_

date between '01-Jan-2018' and '31-Mar-2018' and oline.flow_status_

code in ('AWAITING_FULFILLMENT','AWAITING_SHIPPING','AWAITING_

RETURN','BOOKED') and OHEAD.flow_status_code = 'BOOKED' ;

Inventory (INV) Analytics

INV functional module overview

This module provides insights into inventory levels and operations. Use the following steps for configuration information:

INV Configuration

In order to successfully configure the INV module, ensure that the following schemas, business schemas, and dashboard folder exist:

Required schemas:

  • EBS_INV
  • COMMON schemas like EBS_ITEM_COMMON,
    EBS_CAL_COMMON, EBS_FND_COMMON,
    EBS_HR_COMMON, EBS_FIN_COMMON,
    EBS_PARTY_COMMON.

Business Schema

  • InventoryItem
  • InventoryMetrics
  • ItemList
  • MaterialTransactions

Dashboard Folder

  • Inventory

Configuration steps

  1. In the EBS_INVMTL_ONHAND_QUANTITIES table, there is a filter, i.e. COST_TYPE_ID = 1, in the SQL query, which can be modified to compute the item cost, depending on the installation.

  2. A snapshot is set to load from the Inventory table MTL_ONHAND_QUANTITIES_SN, in the EBS_INV schema. The table is scheduled to load daily from the data source. However, the snapshot loading date can be modified to a different frequency using the SQL query editor in the table details page. To modify the SQL statement:

    1. Navigate to the “Schemas” page, and select the EBS_INV schema.
    2. Select the MTL_ONHAND_QUANTITIES_SN table. The table details page opens.
    3. Select the “EBS” SQL data source.
    4. Select anywhere in the “Query” field to edit the SQL statement. The Query editor opens.

Purchase Order (PO) Analytics

This module provides data regarding different purchase order types, including Standard Purchase Order, Planned Purchase Order, Blanket Purchase Agreement, and Contract Purchase Agreement. Use the following steps for configuration information:

PO Configuration

In order to successfully configure the PO module, ensure that the following schemas, business schemas, and dashboard folder exist:

Required schemas:

  • EBS_PO
  • COMMON schemas like EBS_ITEM_COMMON,
    EBS_CAL_COMMON, EBS_FND_COMMON,
    EBS_HR_COMMON, EBS_FIN_COMMON,
    EBS_PARTY_COMMON.

Business Schema

  • PurchaseOrder
  • Receiving Transactions
  • SpendOverview

Dashboard Folder

  • Purchasing

Project Analytics (PA)

PA functional module overview

This module provides information to effectively monitor the projects financial aspects (e.g. Budgeting, Funding, Costing, Revenue, and Profitability analysis).

Project Analytics Configuration

In order to successfully configure the PO module, ensure that the following schemas, business schemas, and dashboard folder exist:

Required schemas:

  • EBS_PA
  • COMMON schemas like EBS_ITEM_COMMON,
    EBS_CAL_COMMON, EBS_FND_COMMON,
    EBS_HR_COMMON, EBS_FIN_COMMON,
    EBS_PARTY_COMMON.

Business Schema

  • ProjectFinancials

Dashboard Folder

  • 5-Projects

Advanced Supply Chain Planning (ASCP)

The ASCP module provides insights into planning the extended supply chain.

ASCP Configuration

In order to successfully configure the ASCP module, ensure the following schemas, business schemas, and dashboard folder exist:

Required schemas:

  • EBS_MSC
  • EBS_MSC_SN
  • EBS_MRP
  • COMMON schemas like EBS_ITEM_COMMON,
    EBS_CAL_COMMON, EBS_FND_COMMON,
    EBS_HR_COMMON, EBS_FIN_COMMON,
    EBS_PARTY_COMMON.

Business Schema

  • SupplyDemandPlanning
  • VCPMeasures
  • VCPExceptions
  • Forecast

Dashboard Folder

  • Purchasing
  • Purchasing->Buyer Dashboards

The Excel add-in works for the latest version of Excel and Windows.

Enterprise Asset Management (EAM)

The EAM module provides information about operational details regarding the number of planned/unplanned work order, the number of open/urgent work requests, and on-time completion percentage across organizations and Asset Groups.

EAM Configuration

In order to successfully configure the EAM module, ensure the following schemas, business schemas, and dashboard folder exist:

Required schemas:

  • EBS_WIP
  • COMMON schemas like EBS_ITEM_COMMON, EBS_CAL_COMMON, EBS_FND_COMMON, EBS_FND, EBS_FIN_COMMON, EBS_PARTY_COMMON.

Business schemas:

  • EnterpriseAssetManagementWorkRequest
  • EnterpriseAssetManagementWorkOrders

Dashboard Folder:

  • Enterprise Asset Management
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