Order-to-Cash Performance

This app helps you, as a manager or owner of your company’s order-to-cash process, to get a comprehensive overview of the performance and conformity of all the sales order processes in your company. It provides key figures with respect to the duration of certain process steps in the order-to-cash process as well as to the number of occurrences of important events that have been triggered during process execution. With the help of these key figures you can easily determine the health status of your sales process and find potential areas of improvement at a glance.

Here are some activities you can perform with the help of the app:

Track delivery blocks or billing blocks
Detect changes made to critical fields of a sales order
Monitor lead times (for example, order to delivery or goods issue to billing)

Key Features

For the app, the following tiles are available in the Fiori launchpad:

Order-to-Cash Performance - Overview
The overview page enables process managers and process owners to get a quick overview of issues, and the current and past performance of the order-to-cash process without having to open many different reports and transactions. All relevant information is shown on a single page, which is visualized using cards for multiple types of content.
Order-to-Cash Performance - Last 28 Days
This view shows all process performance KPIs aggregated over the last 28 days. It uses the SAP Smart Business generic drill-down.

As an end user, you can also set filters for attributes, such as the KPI definition or the sales organization, and save this as a tile in your personal launchpad.

Note
For more information about how to configure a generic drill-down app, see SAP Smart Business Modeler Apps
Order-to-Cash Performance - Time Series
This view displays the history of performance KPIs (time series for the last 365 days). It is an analytical drill-down app that is based on Analysis Path Framework (APF).

Note
For more information about how to use this app, see Analytical Apps Based on Analysis Path Framework (APF).

Note Note

If you do not want to analyze all KPIs or change the selection period, your key user can configure your tile to meet your needs.

The app only supports sales orders of types OR and CBFD, as defined in Customizing.

You can navigate between the pre-configured views by choosing Open In... in each view.

In the app (individual views of the app), you can:

Navigate to other business applications (by default to the sales order factsheet). Key users can adapt the navigation options as required.
Share KPIs and process views.

Furthermore, you can display the following process-oriented views:

Business process activities:
The Process Activities app provides a graphical overview of the chain of connected process activities (process steps) and corresponding business objects, viewed from a business perspective. It focuses on a specific sales order or sales order item, and it displays activities and process performance KPIs, such as totals and lead times.

Choose a sales order or a sales order item. The navigation to the view is provided either in the context menu or in the Open in… menu. This view is available from any sales order (if the navigation has been configured accordingly).
Aggregated business process activities:
The Aggregated Process Activities app provides a graphical overview of the chain of connected process activities (process steps) viewed from a business perspective. It focuses on a specific process definition, for example, order to cash, and displays process activities and execution paths with totals and average lead times for different filter settings, such as sales organization.

The aggregated process flow view is available on every drill-down level. You can access it using the Open In... menu in the app.

Key Figures

The key figures displayed in the app fall into two different categories:

Lead Time
These key figures indicate the average processing time needed for selected steps within the order-to-cash process. They comprise key figures related to individual order items as well as to entire sales orders. The numbers displayed are calculated as a moving average over the selection period and across all the sales organizations that exist in your company.

Note
All lead times are given in hours.
Totals
These key figures indicate how often an event of a particular type has occurred in the past. The numbers displayed are calculated as a total over the selection period and across all the sales organizations that exist in your company.

Key Figures for Lead Times

Key Figures on Sales Order Level
Key Figure	Description
Order to Invoice	Measures the average time between sales order creation and the moment when all billing documents have been posted to accounting.
Order Readiness	Measures the average time between sales order creation and the moment when a sales order has reached the "ready" status (that is, the delivery can be created because the document is complete, and there is no delivery block in effect).
Order Ready to Fully Goods Issue	Measures the average time between readiness of a sales order and the moment when all deliveries related to a sales order have reached the Goods Issue status.
Order Goods Issue to Billing Completed	Measures the average time between Goods Issue for all deliveries related to a sales order and the moment when all billing documents have been posted.
Order Completion	Measures the average time between sales order creation and the moment when it is completed (that is, the log contains no notifications of incompleteness).
Order First Delivery to Fully Delivered	For sales orders that consist of multiple partial deliveries: Measures the average time between the first partial delivery and the last one. If there are no partial deliveries, this key figure evaluates to zero.
Order Ready to Delivery Creation	Measures the average time between the incoming sales order and the first delivery related to that order.
Order Ready to Goods Issue	For sales orders that consist of multiple partial deliveries: Measures the average time between sales order readiness and goods issue of the first delivery.
Delivery Block Removal	Measures the average time needed before a delivery block for a sales order is removed so that the delivery can be created. Deliveries may be blocked for an entire sales order as well as for individual sales order items.
Billing Block Removal	Measures the average time needed before a billing block for a sales order is removed so that the invoice can be created. Billing may be blocked for an entire sales order as well as for individual sales order items.

Key Figures for Sales Order Items
Key Figure	Description
Order Item to Invoice	Measures the average time between order item creation and the moment when all billing documents have been posted to accounting.
Order Item Readiness	Measures the average time between order item creation and the moment when a sales order has reached the "ready" status (that is, no errors have been logged so far, and there is no delivery block in effect).
Order Item Ready to Fully Goods Issue	Measures the average time between readiness of an order item and the moment when all deliveries related to a sales order have reached the Goods Issue status.
Order Item Goods Issue to Billing Completed	Measures the average time between Goods Issue for a sales order item delivery and the moment when all billing documents have been posted.
Order Item Completion	Measures the average time between creation of a sales order item and the moment when it is completed (that is, the log contains no notifications of incompleteness).
First Delivery to Item Fully Delivered	For order items that consist of multiple partial deliveries: Measures the average time between the first partial delivery and the last one. If there are no partial deliveries, this key figure evaluates to zero.
Order Item Ready to Delivery Creation	Measures the average time between the incoming sales order and the first (partial) delivery.
Order Item Ready to Goods Issue	For order items that consist of multiple partial deliveries: Measures the average time between sales order readiness and goods issue of the first partial delivery.

These key figures indicate the average processing time needed for selected steps within the order-to-cash process. They comprise key figures related to individual order items as well as to entire sales orders. The numbers displayed are calculated as a floating average over the selection period and across all the sales organizations that exist in your company.

Key Figures for Totals

These key figures indicate how often a particular type of event has occurred in the past. The numbers presented are calculated as the total over the selection period and across all the sales organizations that exist in your company.

Key Figure	Description
Orders Created	Indicates how many sales orders have been created within the reporting period.
Order Items Created	Indicates how many sales order items have been created within the reporting period (that is, the total from all sales orders).
Order Updates	Indicates how often sales orders have been updated within the reporting period.
Order Item Updates	Indicates how often sales order items have been updated within the reporting period (that is, the total from all sales orders).
Incomplete Saves of Order	Indicates how often sales orders have been saved in status incomplete within the reporting period.
Incomplete Saves of Order Item	Indicates how often sales order items have been saved in status incomplete within the reporting period.
Orders Completely Rejected	Indicates how many sales orders have been completely rejected within the reporting period.
Order Items Rejected	Indicates how many sales order items have been completely rejected within the reporting period (that is, the total from all sales orders).
Applied Delivery Blocks	Indicates how often a delivery block has been applied to sales orders within the reporting period (for example, due to legal export restrictions).
Applied Delivery Blocks per Order Item	Indicates how often a delivery block has been applied to sales order items within the reporting period (for example, due to legal export restrictions).
Applied Billing Blocks	Indicates how often a billing block has been applied to sales orders within the reporting period (for example, due to incomplete billing documents).
Applied Billing Blocks per Order Item	Indicates how often a billing block has been applied to sales order items within the reporting period (for example, due to incomplete billing documents).
Critical Field Changes in Order	Indicates how often one of the sales order fields that is qualified as critical to order fulfillment has been changed within the reporting period. These fields are: Payment terms Payment method Pricing date
Changes to Confirmed Delivery Date in Order Item	Indicates how often within the reporting period the confirmed delivery date of a sales order item has been changed.
Changes to Confirmed Delivery Date	Indicates how often within the reporting period the confirmed delivery date of a sales order has been changed.
Orders Delivered	Indicates how many deliveries have been created for the monitored sales orders.
Order Items Delivered	Indicates how many order items have been delivered for the monitored sales orders.
Delivery Items Deleted	Indicates how many delivery items have been deleted for the monitored sales orders.
Pickings	Indicates how many pickings have been created for the monitored delivery items.
Goods Issues per Order Item	Indicates how many goods issues have been created for the monitored sales order items.
Canceled Goods Issues per Order Item	Indicates how many goods issues have been cancelled for the monitored sales order items.
Order Items Invoiced	Indicates how many invoices have been created for the monitored sales order items.

Business Attributes for Drill-Down

For all performance KPIs, you can, per default, drill down according to the following business attributes:

Sales organization
Distribution channel
Division
Sales group
Sales office
Sold-to-party (customer)
Order type
Sales order

In addition, for KPIs on item level, the following attributes are available for drill-down:

Material
Plant
Sales order item

Note Note

All default settings (such as for the current time selection interval and the business attributes available for drill-down) can be configured by a key user (Analytics Specialist role).

Supported Device Types

This app is available for desktops.

Relevant Business Catalog

Sales – Order-to-Cash Performance