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Blueprints → Analyze Oracle EBS Order Management

About the Oracle EBS Order Management Blueprint

The Oracle E-Business Suite (EBS) Order Management (OM) module is an order-to-cash solution that provides capabilities for customers, partners and employees to select the right products and services, negotiate the best prices, and ensure timely fulfillment. The Incorta Direct Data Platform™ Blueprint for the Order Management module provides prebuilt schemas, dashboards, and insights to help you automatically identify risks to open orders and seamlessly unite data from various business functions, so you can optimize order fulfillment and maximize customer satisfaction.

Here are some of the questions answered by the Oracle EBS Order Management Blueprint:

  • What is my fill rate?
  • What is my on-time performance?
  • Which customers cancel the most orders and why?
  • How many orders have been returned?
  • What are the most frequent reasons for returns?
  • Which products experience the most returns?
  • Which orders need to be fulfilled in the next X number of days?

You can further customize and add on to the insights in the Incorta Order Management blueprint to support your specific business needs.

Note

The Oracle EBS Order Management blueprint is available in the On-Premises and Cloud Versions of Incorta.

Order Management Blueprint Components

Here are the Incorta prebuilt Order Management Blueprint physical schemas, business schemas, dashboard folders, dashboards, and insights:

Physical Schemas

  • EBS_ONT
  • EBS_WSH
  • EBS_AR (RA_CUSTOMER_TRX_ALL, RA_CUSTOMER_TRX_LINES_ALL, RA_SALESREPS_ALL)
  • EBS common schemas:

    • EBS_ITEM_COMMON
    • EBS_CAL_COMMON
    • EBS_FND_COMMON
    • EBS_HR_COMMON
    • EBS_FIN_COMMON
    • EBS_PARTY_COMMON

Business Schemas

  • OrderManagement: Provides Order Management details such as agreements, items, sales orders, and invoices

Dashboard Folder

  • Order Management

    • Drill Reports

Dashboards and Insights

Order Summary Dashboard
Insight Description
Orders Completion Performance - Orders This KPI insight shows the percent of total orders that have been fulfilled
Orders Completion Performance - Units This KPI insight shows the percent of total units that have been fulfilled
Orders Completion Performance - Weight This KPI insight shows the percent of total weight in pounds that has been fulfilled
Orders Completion Performance - Dollars This KPI insight shows the percent of total sales dollars that have been fulfilled
Top Warehouse Performance This donut insight shows the top ten highest performing warehouses, and the percent of total sales dollars for each warehouse
Top 10 Items This treemap insight shows the top ten highest selling items, and the total order amount for each item
Top 10 Customers by Orders This stacked bar insight shows the top ten customers with the highest order amounts, and the order amount for each customer
Customers who contribute to top 80% of Receivables This aggregated table insight shows the customers who contribute to the top eighty percent of accounts receivable, including their rank, balance amount, and rolling balance as a percent of total receivables
Cancel Amount Trend This stacked column insight shows a yearly trend of the cancelled item amount and the cancellation reason
Fill Rate by Customer This dual axis insight shows the fill rate percent as a line, and the ordered quantity and fulfilled quantity as bars by customer
YoY Order Trend By Customer This dual axis insight shows the year over year (YoY) percent change in order quantity as a dashed line, and the current year order quantity and prior year order quantity as bars for the top twenty customers with the highest order quantities
Monthly Performance This aggregated table insight shows the order completion performance as a percentage of total orders, units, weight in pounds, and dollars by month
Order and Sales Revenue by Customer This stacked bar insight shows the order amount and invoiced amount by customer for the top ten customers with the highest order amounts
Order and Sales Revenue by Item This stacked column insight shows the order amount by year for each item for the top ten items with the highest order amounts
Order Details This listing table insight shows the order details, including: sales representative, customer, bill to country, location, organization, delivery missed flag, order number, line number, line status, line category, return reason, cancel reason, sales channel, item category, purchase order (PO) number, item, item description, ordered date, promise date, scheduled ship date, actual shipment date, unit of measure (UOM), order quantity, ship quantity, pricing quantity, short quantity, quantity performance, order weight, ship weight, short weight, weight performance, order amount, invoiced amount, and deleted amount performance
RMA Details This listing table insight shows the return merchandise authorization (RMA) details, including: reference order number, RMA number, RMA line number, RMA return reason code, RMA ordered item, RMA ordered date, RMA actual shipment date, RMA ordered quantity, RMA shipped quantity, RMA invoiced quantity, and RMA order amount
Example Order Summary Dashboard
Delivery Performance Dashboard
Insight Description
Total This column insight shows the number of order and number of completed orders
Units This column insight shows the number of units and number of completed units
Pounds This column insight shows the total pounds and number of completed pounds
Dollars This column insight shows the order dollars and invoiced dollars
Delivery Performance By Sales Rep This aggregated table insight shows the delivery performance by sales representative details, including: sales representative name, orders (year ago), orders, YoY percent change, completed orders, percent order ship complete, order quantity, ship quantity, short quantity, deleted quantity performance, order pounds, ship pounds, short pounds, deleted pounds performance, order amount, ship amount, short amount, and deleted amount performance

Select a Sales Rep Name from the Delivery Performance by Sales Rep insight to open the Go To menu. From this menu, you are able to select the Delivery Performance by Customer dashboard. The Delivery Performance by Customer dashboard opens and inherits the runtime filters from the Delivery Performance by Sales Rep insight.

Delivery Performance by Customer Dashboard
Insight Description
Top Cancel Reasons This pie insight shows the top ten cancel reasons and cancelled quantity as a percent of total cancelled quantity for the sales representative you select
Delivery Performance by Customer This aggregated table insight shows the delivery performance by customer details, including: sales representative name, customer name, order type, total orders, completed orders, percent orders completed, order quantity, ship quantity, short quantity, percent quantity completed, order pounds, ship pounds, short pounds, percent pounds completed, order amount, ship amount, short amount, and percent amount completed
Example Delivery Performance (With Drills) Dashboard
Booking Backlog and Billing Dashboard

The Booking and Billing Dashboard provides insight into booking amounts, backlog amounts, shipping amounts, return amounts, and invoice amounts by various measures. This dashboard consists of the following tabs: Booking/Backlog, Shipping, Returns/RMA, and Billing/Receipts.

  • Booking/Backlog Tab
Insight Description
Booking Amount This KPI insight shows the total booking amount for all non-cancelled orders
Backlog Amount This KPI insight shows the total backlog amount for all non-cancelled orders
Shipped Amount This KPI insight shows the total shipped amount for all non-cancelled orders
Invoiced Amount This KPI insight shows the total invoiced amount for all non-cancelled orders
Book To Bill Ratio This KPI insight shows the ratio of orders received to the amount billed
Book To Ship Ratio This KPI insight shows the ratio of orders received to the amount shipped
Top Country->Locations by Backlog Amount This stacked column insight shows the top twenty five countries with the highest backlog amount, and also includes the booking and order amounts
Top Category->Item Summary This stacked bar insight shows the top twenty items with the highest backlog amount, and also includes the order amount
Summary by Various attributes This aggregated table insight shows the booking and backlog summary details, including: order amount, booking amount, backlog amount, shipped amount, invoiced amount, book to ship ratio, and book to bill ratio
Back Ordered Items (Waiting Delivery) This aggregated table insight shows the backordered items awaiting delivery, and includes the UOM and backordered quantity
Booking Order Details This listing table insight shows the booking order details, including: customer, order number, line number, sales representative, organization, location, line status, item, item description, ordered date, promise date, scheduled ship date, UOM, order quantity, amount (USD), and booking amount (USD)
Backlog Order Details This listing table insight shows the booking order details, including: customer, order number, line number, organization, location, sales representative, line status, sales invoice number, invoice date, item, item description, ordered date, promise date, scheduled ship date, UOM, order quantity, fulfilled quantity, invoiced quantity, order amount (USD), backlog amount (USD), and invoiced amount (USD)
Example Booking/Backlog Tab
  • Shipping Tab
Insight Description
Shipped Amount This KPI insight shows the total shipped amount for all non-cancelled orders
Top Customers/Items By On Time Shipped Amount This aggregated table insight shows the top twenty five customers by highest on time shipping amount (USD) and also includes the late shipped amount (USD)
Top Category->Item Summary This stacked bar insight shows the top twenty items by shipped amount (USD)
Shipped Order Details This listing table insight shows the shipped order details, including: customer, order number, line number, sales representative, organization, location, line status, item, item description, ordered date, promise date, scheduled ship date, actual ship date, on time shipment flag, UOM, order quantity, shipped quantity, order amount (USD), and shipped amount (USD)
Example Shipping Tab
  • Returns/RMA Tab
Insight Description
Top Customers By Return Amount This aggregated table insight shows the order amount (USD), ordered quantity, and return quantity by customer
Top Items By Return Amount This pie insight shows the top twenty five items by highest return amount as a percentage of total return amount
Return Details This listing table insight shows the return details, including: order number, line number, customer, item, item description, sales representative, organization, location, line category code, line status, ordered date, promise date, scheduled ship date, UOM, order quantity, and order amount (USD)
RMA Details This listing table insight shows the return merchandise authorization (RMA) details, including: reference order number, order year, RMA order number, RMA line number, RMA return reason code, RMA ordered item, RMA ordered date, RMA actual shipment date, RMA ordered quantity, RMA shipped quantity, RMA invoiced quantity, and RMA order amount
Example Returns/RMA Tab
  • Billing/Receipts Tab
Insight Description
Top 25 Customer Billing Summary This stacked bar insight shows the top twenty five customers with the highest invoice amount (USD) and amount applied (USD)
Top Customer Receivables (Drill to Aging) This aggregated table insight shows the top twenty customers with the highest receivables balance. Select a customer to open the Go To Menu. From this menu, you are able to select the AR Aging Details dashboard. The AR Aging Details dashboard opens and inherits the runtime filters from the Top Customer Receivables (Drill to Aging) insight.
Billing Details This listing table insight shows the billing details, including: customer name, customer number, sales invoice number, invoice description - summary, country, year, item number, item description, transaction type, transaction type name, comments, transaction date, goods issue (GI) date, general ledger (GL) period, complete flag, account description, credit requested by, functional currency, transaction currency, global currency, unit price, quantity, functional amount, functional tax, global amount, global tax, and global total with tax
Example Billing/Receipts Tab
Order To Cash Cycle Dashboard

The Order to Cash Cycle Dashboard provides insight into the information you need to manage your order to cash process, from receipt of an order to the record of payment. This dashboard consists of the following tabs: Overview and AR Invoices.

  • Overview Tab
Insight Description
Total Order Amount (Mil) This KPI insight shows the total order amount for for all booked orders that have not been shipped or cancelled
# of Orders Past Due This KPI insight shows the number of booked orders that are past due and have not been shipped or cancelled
Average Days past due This KPI insight shows the average days past due for booked orders that have not been shipped or cancelled
Top Customer Orders This dual axis insight shows the top twenty customers with the highest order amount, where order amount is represented as a bar, and the number of orders is represented as a dashed line
Orders Not Shipped This KPI insight shows the number of orders that have not yet been shipped
Orders Not Invoiced This KPI insight shows the number of orders that have not yet been invoiced
Shipped Orders Not Invoiced This KPI insight shows the number of orders that have been shipped but have not yet been invoiced
Fill Rate by Customer This dual axis insight shows the top ten customers with the highest ordered quantity, where the order quantity and fulfilled quantity are represented as bars, and the fill rate (ordered quantity divided by fulfilled quantity) is represented as a line
Order Amount by Status This column insight shows the order amount by line status
Order Qty By Status This column insight shows the ordered quantity, fulfilled quantity, shipped quantity, and invoiced quantity
Orders Past Due This column insight shows the number of open orders by aging bucket
Order Summary This listing table insight shows the order summary information, including: customer, order number, invoice number, invoice date, ordered quantity, shipped quantity, fulfilled quantity, invoiced quantity, and order amount. Select an invoice number to drill down to the Revenue Billing and Tax Details Dashboard
Order Details This listing table insight shows the order details, including: customer, invoice number, sales representative, organization, delivery missed flag, order number, line number, line status, invoice date, item, item description, ordered date, promise date, scheduled ship date, actual shipment date, UOM, order quantity, fulfilled quantity, shipped quantity, invoiced quantity, remaining quantity to be invoiced, quantity performance, order weight, ship weight, short weight, weight performance, order amount, invoiced amount, and amount performance. Select an invoice number to drill down to the Revenue Billing and Tax Details Dashboard
Delivery Details This listing table insight shows the delivery details, including: order number, line number, line status, subinventory, item description, container name, date requested, date scheduled, earliest pickup date, earliest dropoff date, release status description, shipped quantity, invoiced quantity, delivered quantity, received quantity, fill percent, gross weight, and unit selling price.

Select an Invoice # from the Order Summary or Order Details insight on the Overview tab of the Order to Cash Cycle dashboard to open the Go To menu. From this menu, you are able to select the Revenue - Billing and Tax Details dashboard. The Revenue - Billing and Tax Details dashboard opens and inherits the runtime filters from the Order Summary or Order Details insight.

Revenue Billing and Tax Details Dashboard
Insight Description
Invoice Details This listing table insight shows the invoice details for the invoice number you select, including: sales invoice number, transaction line number, line type, invoice description - summary, country, customer number, customer name, item number, item description, transaction type, transaction type name, comments, transaction date, GI date, GL period, complete flag, account description, credit requested by, functional currency, transactional currency, global currency, unit price, quantity, transactional amount, transactional tax, functional amount, functional tax, global amount, global tax, and global total with tax
AR Aging Details This listing table insight shows the Accounts Receivable (AR) aging details for the invoice number you select, including: sales invoice number, operating unit, AR EBS transaction subtype, payment terms, as of date, transaction date, GI date, due date, age bucket due (current), account number - bill to account, account number - ship to account, company name - bill to account, company name - ship to account, company name - sold to account, entered currency, functional currency, amount due original (entered), amount due remaining (entered), amount due original (functional), and amount due remaining (functional)
Example Overview Tab
  • AR Invoices Tab
Insight Description
Top Customer Receivables (Drill to Aging) This line insight shows the top twenty customers with the highest receivables balance. Select a point on the line to drill down to the AR Aging Details dashboard for the associated customer.
Invoice Details This listing table insight shows the invoice details, including: customer name, customer number, invoice number, invoice description - summary, invoice year, country, item number, item description, transaction type, transaction type name, comments, transaction date, GI date, GL period, complete flag, account description, credit requested by, functional currency, transactional currency, global currency, unit price, quantity, transactional amount, transactional tax, functional amount, functional tax, global amount, global tax, and global total with tax
Example AR Invoices Tab
Daily Inventory Dashboard
Insight Description
Pending Demand Quantity This KPI insight shows the pending demand quantity for open orders
Onhand Quantity This column insight shows the inventory on-hand quantity
Total Qty & Pounds by Org This column insight shows the inventory total warehouse pounds by organization
Total Qty by Category This pie insight shows the inventory quantity by item category as a percentage of total quantity
Inventory Details This aggregated table insight shows the inventory details, including: organization, item, item description, inventory on-hand quantity, customer pending quantity (ordered quantity less shipped quantity), and the variance (inventory on-hand quantity less customer pending quantity)
Example Daily Inventory Dashboard
Open Sales Orders Dashboard
Insight Description
Total Orders This KPI insight shows the total number of open orders
Ordered Quantity This KPI insight shows the quantity of items associated with the open orders
Total Order Amount This KPI insight shows the total order amount of the open orders
# of Orders Past Due This KPI insight shows the number of open orders that are past due
Average Days past due This KPI insight shows the average days past due for open orders
Top 10 Orders This aggregated table insight shows the top ten customers with the highest order amount
Top 10 Sales Rep by Order Value This dual axis insight shows the top ten sales representatives with the highest order value, where order amount is represented as a bar and number of orders is represented as a line
Top 10 Items by Order Value This dual axis insight shows the top ten items with the highest order value, where order amount is represented as a bar and number of orders is represented as a line
Orders by Age Bucket This column insight shows the number of orders by aging bucket
Orders by Sales Rep This aggregated table insight shows the number of open orders, order amount, and invoiced amount by sales representative
Orders by Items This aggregated table insight shows the number of open orders, order amount, and invoiced amount by item
Order Details This listing table insight shows the inventory details, including: sales representative, customer, organization, delivery missed flag, order number, line number, line status, cancel reason, sales channel, customer category, purchase order (PO) number, item, item description, ordered date, promise date, scheduled ship date, actual shipment date, UOM, order quantity, ship quantity, short quantity, delivery quantity performance, order weight, ship weight, short weight, delivery weight performance, order amount, invoiced amount, and delivery amount performance
Example Open Sales Orders Dashboard
Customer Contacts Dashboard
Insight Description
Customer Contacts This aggregated table insight shows the customer contact details for each sales representative, including: customer number, customer name, state, city, zip code, address 1, address 2, country, contact name, contact email address, contact phone number, and active date
Example Customer Contacts Dashboard
Contract Balances Dashboard
Insight Description
Contract Balances by Customer This column insight shows the number of contracts by customer
Contract Balances by Customer and Contract per Salesrep This aggregated table insight shows the number of contracts by customer name, customer number, agreement name, contract, expiration date, and sales representative
Example Contract Balances Dashboard
Orders Inquiry Dashboard
Insight Description
Order Header Report This aggregated table insight shows the order header information, including: sales representative, customer, order number, status, PO number, ordered date, request date, and number of orders
Example Orders Inquiry Dashboard
Orders Sankey Dashboard
Insight Description
Customer Item Sankey This sankey insight shows the flow of order amount from customer to item
Example Orders Sankey Dashboard

Order Management Blueprint Data Model


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