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 (Order-to-Cash Performance Monitoring).

    This provides you with the following preconfigured content:

    • Process definitions:

      • O2C_1Order to Cash

      • O2C_2Order Item to Cash

      • O2C_3Process Order

      • O2C_4Deliver 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 (Ok)

      O2C_4

      Order Item to Cash

      Active

      Ok (Ok)

      O2C_2

      Order to Cash

      Active

      Ok (Ok)

      O2C_1

      Process Order

      Active

      Ok (Ok)

      O2C_3

      Scheduling

      Scheduled

      Ok (Ok)

      POCR_MAIN_QUEUE

      Activation

      Active

      Ok (Ok)

      POC_ACTIVE

    4. If Scheduling or Activation are red, see Customizing under Start of the navigation path Cross-Application Components Next navigation step Processes and Tools for Enterprise Applications Next navigation step Process Observer Next navigation step Activation End of the navigation path. 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 Start of the navigation path Cross-Application Components Next navigation step Processes and Tools for Enterprise Applications End of the navigation path 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/s4hanaInformation published on SAP siteStart of the navigation path <your on-premise edition> Next navigation step Product Assistance Next navigation step <language> Next navigation step Process Observer (CA-EPT-POC) Next navigation step Process Monitoring and Analytics Next navigation step Process Monitoring Setup End of the navigation path

    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.htmlInformation published on SAP site.

    • 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.

Roles and Authorizations

Business role: Order-to-Cash Process Manager (SAP_BR_SALES_PROCESS_MANAGER).

The Time Series view was built using Analysis Path Framework (APF). To use this view, the end user requires special authorizations. For information about authorizations required for APF-based apps, see the section General Authorizations Required for SAP Fiori in the UI Technology Guide on the SAP Help Portal at http://help.sap.com/s4hanaInformation published on SAP siteStart of the navigation path <your on-premise edition> End of the navigation path.

More Information

For more information about implementing this app, see the SAP Fiori apps reference library at https://fioriappslibrary.hana.ondemand.com/sap/fix/externalViewer/Information published on SAP site.