Analytics Dashboard Top Panel

The top panel displays five business performance metrics related to order fulfillment.

Order Acceptance

ASN Timelines

Invoice Accuracy

Quantity Variance

Price Variance

Percentage is the performance measurement, and the gauge bar color indicates the range of performance quality.

 

Metric	Description
Order Acceptance	Order Acceptance is the percentage of fully acknowledged purchase orders. The Order Acceptance metric compares two KPIs: n The number of orders from the selected time period. n The number of those orders that were accepted in full. Note: Partially acknowledged purchase orders ARE NOT fully acknowledged. The system used EDI 855’s and ORDRSP (a Purchase Order Response) documents for this metric. n ANSI - 850 BEG03 matches to 855 BAK03. n The order is fully accepted when 855 BAK02 = AD, AK, AC, AT, AP or ZZ. - BEG03 = Purchase Order Number - BAK03 = Purchase Order Number - BAK02 = Acknowledgement Type n EDIFACT - ORDERS BGM02 matches ORDRSP RFF0102 (where RFF0101 = ON or VN). n The order is fully accepted when ORDRSP BGM03 = 6, 11, 32, 44. - 48BGM02 = Message Number - RFF0102 = Reference Number - RFF0101 = Reference Qualifier - BGM03 = Message Code
ASN Timelines	Advanced Shipping Notice (856 as per ANSI X 12). ASN Timeliness is the percentage of timely ASN instances created within the specified delay threshold (default = 15 min). An ASN is timely if the elapsed time between the interchange date/time and the document date/time creation is within the delay threshold. n ANSI - 856 Take ISA09/10 – BSN03/04 = Timeliness. n If Timeliness < TimeParm (selected by user – 15 min default) then ON-TIME. - ISA09 = Interchange Date - ISA10 = Interchange Time - BSN03 = Date - BSN04 = Time n EDIFACT - DESADV Take UNB0401/02 – DTM0102 = Timeliness. n If Timeliness < TimeParm (selected by user – 15 min default) then ON-TIME. - UNB0401 = Date of Preparation - UNB0402 = Time of Preparation - DTM0102 = Date & Time Period
Invoice Accuracy	Invoice Accuracy is the percentage of invoices that accurately reflect quantities and prices in the original orders. n ANSI - 850 BEG03 matches to 810 BIG04. n Align PO106/07 to IT106/07. n Match PO102 to IT102 (Quantity) & PO104 to IT104 (Price). - PO106 = Product Service Qualifier, PO107 = Product Service ID - PO102 = Quantity Ordered, PO104 = Unit Price. - BIG04 = Purchase Order Number - IT106 = Product Service Qualifier - IT107 = Product Service ID - IT102 = Quantify Invoiced - IT104 = Unit Price n EDIFACT - ORDERS BGM02 matches to INVOICE RFF0102 (where RFF0101 = ON or VN). n Align PO LIN0301 to Inv LIN0301. n Match PO QTY0102 to Inv QTY0102 (Qty) & PO PRI0102 to Inv PRI0102 (Price). - LIN0301 = Item Number - QTY0102 = Quantity - PRI0102 = Price
Quantity Variance	Quantity Variance indicates the average line item percentage difference between the invoiced quantity and the purchase order quantity. n ANSI - 850 BEG03 matches to 810 BIG04. n Align PO106/07 to IT106/07 and PO102-IT102/PO102*100. n Then, average the variance of total line items for each Trading Partner. n EDIFACT - ORDERS BGM02 matches to INVOICE RFF0102 (where RFF0101 = ON or VN). n Align PO LIN0301 to Inv LIN0301 and PO QTY0102 - Inv QTY0102/PO QTY0102 * 100. n Then, average the variance quantity of the total line items for each Trading Partner. Note: Refer to Quantity Variance for EDI Element descriptions in the Quantity Variance calculations for ANSI and EDIFACT.
Price Variance	Price Variance indicates the average line item percentage variance between prices on an invoice to the original purchase order price. n ANSI - 850 BEG03 matches to 810 BIG04. n Align PO106/07 to IT106/07. n PO104-IT104/PO104*100 . n Then average the variance on line items. n EDIFACT - ORDERS BGM02 matches to INVOICE RFF0102 (01 = ON or VN) n Align PO LIN0301 to Inv LIN0301 n PO PRI0102 - Inv PRI0102/PO PRI0102 * 100 n Then, average the variance price of the total line items for each Trading Partner.

 

Note: Top Trading Partners by Spend and Top Products by Invoiced Amount are also KPI Business Metrics and displayed as bar graphs.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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