Data Applications → Analyze Oracle EBS Order Management

About the Oracle EBS Order Management Data Application

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™ data application 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 data application:

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 data application to support your specific business needs.

Note

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

Order Management Data Application Components

Here are the Incorta prebuilt Order Management data application 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

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

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)

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

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