Configuration Information for Order-to-Cash Performance

As a prerequisite for using the Order-to-Cash Performance app, you must perform configuration tasks in the back-end system in one of the following ways:

1. Activate the scope item BKN (Oder-to-Cash Performance Monitoring).

   This provides you with the following preconfigured content:

   • Process definitions:

     • O2C_1 – Order to Cash

     • O2C_2 – Order Item to Cash

     • O2C_3 – Process Order

     • O2C_4 – Deliver Order Item

   • The key figures listed under Order-to-Cash Performance.

   • Logging for the sales document types OR and CBFD.

   To check whether the scope item BKN has been activated correctly, proceed as follows:

   1. Run transaction POC_MODEL_CHECK.

   2. Choose Execute (F8).

   3. Check that the result looks as follows:

      Process Type	Descriptions	Consistency	Key
      Process Definitions	Show active only
      Deliver Order Item	Active	(Ok)	O2C_4
      Order Item to Cash	Active	(Ok)	O2C_2
      Order to Cash	Active	(Ok)	O2C_1
      Process Order	Active	(Ok)	O2C_3
      Scheduling	Scheduled	(Ok)	POCR_MAIN_QUEUE
      Activation	Active	(Ok)	POC_ACTIVE

   4. If Scheduling or Activation are red, see Customizing under  Cross-Application Components Processes and Tools for Enterprise Applications Process Observer Activation . Choose Activate Process Observer or Schedule Event Processing Job.

   After you have activated the scope item, you can define further settings in Customizing as described in the following step.

2. As an alternative, you can define your own settings in Customizing for Process Observer under  Cross-Application Components Processes and Tools for Enterprise Applications or reuse an existing configuration of Process Observer.

   For more information about activating Process Observer and configuring a process definition with KPIs, see http://help.sap.com/s4hana <your on-premise edition> Product Assistance <language> Process Observer (CA-EPT-POC) Process Monitoring and Analytics Process Monitoring Setup

   In addition to the general information provided above, the following configuration information is particularly relevant for using the Order-to-Cash Performance app:

   • To be able to display the process log information using the Order-to-Cash Performance app, you must assign a task that contains the business object type 114 = Sales Order to the start step of your process definition. This ensures that the Order-to-Cash Performance app can use the predefined CDS view C_ProcMonKPIO2C.

   • You may have to adapt the filter settings of the app to the name of your process definition and KPIs.

     To do so, go to the KPI Workspace app of the SAP Smart Business Modeler, copy the evaluations SAP.POC.O2C.PERF.O2C_1.1 and SAP.POC.O2C.PERF.SERIES.O2C_1.1, and change the filter settings. For more information, see SAP Smart Business Modeler Apps. You may then have to create your own tile for the copied evaluations.

   • To adapt the overview page, you must first copy it. You can then work with it as described in the SAPUI5 Demo Kit on the SAP HANA Cloud Platform under https://sapui5.hana.ondemand.com/sdk/#docs/guide/828a1c7c076447ebaee7ba8e0600f2de.html.

   • Package EA-APPL_POC_APPL_O2C contains a number of active BAdI definitions, which help to create events related to sales documents, delivery documents, and billing documents. The following Customizing activities are relevant:

     • Maintain Order Types for Performance Monitoring to define the sales document types for which events are generated

     • Maintain Delivery Types for Performance Monitoring to define the delivery types for which events are generated

     The events are generated as direct events using function module POC_RAISE_EVENT. The sales document type and the delivery type are contained in the parameter list of the events.

     When the BAdI implementation POC_SFS_BINDING is active, it also checks for the sales document type and the delivery type of the create events and logs events for the customized types only.