YODA Order backlog

KPI package for order backlog out of the box


Requirement

Up-to-date KPIs (key performance indicators) on order backlog and individual customer order quantities, preferably in real time, as well as a clear view of changes in inventory compared to the previous month or year, are an important building block for planning and managing the business with foresight. Especially in times when the economic situation can change from one day to the next, this is relevant to competition, for example for suppliers who work with delivery schedules. Companies using SAP software are not adequately supported by the SAP standard in preparing KPIs on order backlog and providing them to a BI front-end tool for visualization.

Solution

This is exactly where the predefined KPI package "Order backlog" from the business analytics suite YODA from WSW Software comes into play. As an SAP-based add-on, it integrates seamlessly with existing SAP software (SAP ERP or SAP S/4HANA). The KPIs on order backlog can be used in both strategic and operational reporting and provide important starting points for optimizing processes in sales, production and shipping.

KPIs on order backlog at the push of a button

The KPI package provides out of the box KPIs on the order backlog or the order backlog, updated daily practically in real time, simply at the push of a button. A big plus of this add-on is that it provides industry-typical key figures such as those required by automotive suppliers.

It extracts the required order data from SAP, prepares it, uses it to form the relevant KPIs, and visualizes them compactly and clearly as a graphic, report, or diagram in a cockpit or dashboard, on a desktop PC or mobile on a smartphone or tablet. The KPIs for the order backlog can be drilled down to the desired level of detail and evaluated further, if necessary down to the schedule line level in the sales document.

Since the KPI package allows regular automatic snapshots to be taken - the time and level of detail can be freely selected - a history of the order backlogs created, that can be used to track, compare and evaluate the development compared to the previous month or the previous year.

In addition, it is possible to track at any time how call-off quantities change in an SD delivery schedule or when order backlog becomes sales. At the operational level, the add-on determines, among other things, which documents are currently blocked and why (delivery block, billing block, credit limit block), which orders and scheduling agreements are behind schedule or backlogged, or which orders are due for shipment tomorrow or next week, for example.

Business analytics engine as the linchpin

As with all YODA KPI packages, the technical heart of the "Order Backlog" KPI package is a Business Analytics Engine (BA Engine). It collects and calculates the information and parameters required to determine the open order backlog from SAP ECC SD or from SAP S/4HANA Sales and prepares them. These include: open sales documents grouped by process status, all SAP scheduling agreement variants, quantity key figures for orders and confirmed orders in relation to base and sales units or a freely selectable unit, value indicators in three currencies, standard and individual partner roles, sales orders or consignment and transit stocks. There are also functions for SD billing plans and for a detailed view of the shipping status or for classifying open orders by production status in make-to-order production.

Applications in the SAP Environment:

The KPI package works in conjunction with SAP BW on any DB or powered by SAP HANA and SAP BW/4HANA, but it can also be implemented and used as a standalone solution. The "Order backlog" KPI package, which WSW Software is constantly developing, can be easily installed on an SAP BW or SAP BW/4HANA system via an SAP transport request and set up individually as required.

Several tools are available as BI front ends: SAP Lumira Designer, SAP Analysis for Microsoft Office and SAP Analytics Cloud. In these solutions, end users can create their own queries and reports according to the BI self-service concept or perform data analysis and data exploration in interactive dashboards or standard reports. However, the add-on also transfers KPIs to a non-SAP BI solution if such a tool is already in use. The front-end tools can be designed in the user's own corporate design and, if necessary, adapted and expanded to meet individual reporting requirements.

Consultation

Would you like to learn more about the solution YODA Order backlog? We look forward to advising you. Please feel free to call or e-mail us.