Noetix Analytics Report Developer/User Guidesupport.noetix.com/docs/1872/20/Noetix Analytics Report Developer... · Install Reports and Dashboards for Oracle ... vi Noetix Analytics

Report Developer/User Guide

®

Analytics

Noetix Analytics Report Developer/User GuideNoetix Analytics Reports and Dashboards 2.0

Noetix Analytics 5.2

This document was released on February 08, 2013. Please go to Answer ID 1826 (INFO: Documentation for Noetix Analytics for Oracle E-Business Suite) on the Noetix online knowledge base; an updated version of this document might be available.

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Contents iii

ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiAbout This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiNoetix Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Supporting Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Relationship set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Fact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Measure/Metric . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3ODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4DFACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4AFACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4SFACT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4AMDR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Noetix Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Multiple Global Currencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Noetix Analytics Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 2 Installing, Configuring Noetix Analytics Reports and Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Installing Reports and Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Prerequisites for Installing Reports and Dashboards for Oracle Business Intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Install Reports and Dashboards for Oracle Business Intelligence . . . . 10Configure Reports and Dashboards for Oracle Business Intelligence . 18Prerequisites for Installing Reports and Dashboards for

IBM Cognos BI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Install Reports and Dashboards for IBM Cognos BI . . . . . . . . . . . . . 22Configure Reports and Dashboards for IBM Cognos BI . . . . . . . . . . 33Set Up Reports and Dashboards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Reinstalling, Configuring Reports and Dashboards . . . . . . . . . . . . . . . . . . . . . 38Reinstall, Configure Reports and Dashboards for Oracle Business

Intelligence .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Reinstall, Configure Reports and Dashboards for IBM Cognos BI. . . 41

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Chapter 3 Using Noetix Analytics Reports and Dashboards . . . . . . . . . . . 43Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Accessing Dashboards in Oracle Business Intelligence . . . . . . . . . . . . . . . . . . . 45

Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Dashboard Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46All-Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Accessing Noetix Analytics Reports in Oracle Business Intelligence. . . . . . . . . 52Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Noetix Analytics Reports in Oracle Business Intelligence . . . . . . . . . 53

Accessing Dashboards in IBM Cognos BI . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Dashboard Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Accessing Reports in IBM Cognos BI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Noetix Analytics Reports in IBM Cognos BI . . . . . . . . . . . . . . . . . . 64

Chapter 4 Development Process of Reports and Dashboards . . . . . . . . . . 67Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Process Workflow for Developing Reports and Dashboards . . . . . . . . . . . . . . 69

Chapter 5 Noetix Analytics for Oracle Modules . . . . . . . . . . . . . . . . . . . . 73Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Noetix Analytics for General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

GL Balances Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75GL Balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

GL Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76GL Chart of Accounts - Accounting Structure . . . . . . . . . . 77GL Journals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Noetix Analytics for Oracle Payables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79AP Expense Report Lines Details DM . . . . . . . . . . . . . . . . . . . . . . . 82

Employee Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83AP Holds Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83AP Distributions Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

AP Distributions Details. . . . . . . . . . . . . . . . . . . . . . . . . . . 85AP Invoice Distributions by Invoice Date and

Accounting Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Invoice Distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

AP Distributions Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . . 86AP Invoice Distributions by Quarter and Supplier - Invoice

Date and Accounting Date. . . . . . . . . . . . . . . . . . . . . . . . . 87

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AP Invoice Distributions by Quarter and Supplier Type - Invoice Date and Accounting Date. . . . . . . . . . . . 88

AP Invoice Distributions by Supplier Type - Invoice Date and Accounting Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . 88

AP Invoice Analysis Summary DM . . . . . . . . . . . . . . . . . . . . . . . . . . 89Invoice Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

AP Invoice Distributions Details DM - IT ONLY . . . . . . . . . . . . . . . 90AP Invoice Distributions by Invoice Date and

Accounting Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91AP Invoice Lines Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91AP Invoice Lines Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . . . 92AP Invoices Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

AP Invoice Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94AP Invoice Volume by Supplier . . . . . . . . . . . . . . . . . . . . . . 94

AP Open Invoices Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Open Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

AP Checks Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96AP Checks Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

AP Invoice Payments Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . 97AP Invoice Payment Details. . . . . . . . . . . . . . . . . . . . . . . . . 98

AP Invoice Payments Details DM - IT ONLY. . . . . . . . . . . . . . . . . . 99AP Invoice Payment Register . . . . . . . . . . . . . . . . . . . . . . . 100AP Supplier Payment History . . . . . . . . . . . . . . . . . . . . . . 100Invoice Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

AP Payment Schedules Details DM . . . . . . . . . . . . . . . . . . . . . . . . . 101Payment Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Cash Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

AP Payment Schedules Details DM - IT ONLY . . . . . . . . . . . . . . . 102AP Payment Schedule Details . . . . . . . . . . . . . . . . . . . . . . 103

AP Invoice Subledger Details DM - IT ONLY . . . . . . . . . . . . . . . . 103AP Posted Invoice Register . . . . . . . . . . . . . . . . . . . . . . . . 104GL AP Subledger Summary. . . . . . . . . . . . . . . . . . . . . . . . 105GL AP Subledger Details . . . . . . . . . . . . . . . . . . . . . . . . . . 105

AP Subledger Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105AP Subledger Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106GL AP Subledger Summary. . . . . . . . . . . . . . . . . . . . . . . . 106GL AP Subledger Summary By Organization . . . . . . . . . . 107

AP Subledger Details DM - IT ONLY. . . . . . . . . . . . . . . . . . . . . . . 107Noetix Analytics for Oracle Receivables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

AR Aging Summary DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112AR Aging for Invoice Summary . . . . . . . . . . . . . . . . . . . . . 113

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AR Aging Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113AR Aging Summary by Sales Representative . . . . . . . . . . . 113AR Open Receivables/Aging - Top 10 . . . . . . . . . . . . . . . 113AR Aging Details by Sales

Rep - <Sales_representative_name>. . . . . . . . . . . . . . . . 114AR Aging Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

AR Customer Service Promised Bucket Summary DM . . . . . . . . . . 115AR Customer Service Promised Bucket Snapshot Summary DM . . 116AR Customer Service Requested Bucket Summary DM . . . . . . . . . 117AR Customer Service Requested Bucket Snapshot Summary DM . 118AR Payment Schedules Details DM . . . . . . . . . . . . . . . . . . . . . . . . 119

AR Payment Schedule Details. . . . . . . . . . . . . . . . . . . . . . 120Cash Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Payment Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

AR Cash Receipts Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121AR Cash Receipt - Application Details . . . . . . . . . . . . . . . 122Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

AR Cash Receipts Details DM - IT ONLY. . . . . . . . . . . . . . . . . . . 123AR Distributions Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

AR Distributions Details . . . . . . . . . . . . . . . . . . . . . . . . . 125AR Transaction Register . . . . . . . . . . . . . . . . . . . . . . . . . . 125Invoice Distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

AR Distributions Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . 126AR Adjustments Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

AR Adjustments Details . . . . . . . . . . . . . . . . . . . . . . . . . . 128Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

AR Invoice Lines Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129AR Invoice Lines Details . . . . . . . . . . . . . . . . . . . . . . . . . 130Invoice Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

AR Invoice Lines Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . 131AR Subledger Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132AR Subledger Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . . . . 133

GL AR Subledger Summary . . . . . . . . . . . . . . . . . . . . . . . 135GL AR Subledger Details . . . . . . . . . . . . . . . . . . . . . . . . . 135

AR Top Model Margins Summary DM . . . . . . . . . . . . . . . . . . . . . 135AR Revenue Margin Analysis - Top 10. . . . . . . . . . . . . . . 137AR Revenue Margin Trend . . . . . . . . . . . . . . . . . . . . . . . 137AR Revenue Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138AR Revenue Year Over Year Performance. . . . . . . . . . . . . 138AR Revenue Margin Details . . . . . . . . . . . . . . . . . . . . . . . 138

AR Salesrep Bridge DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Invoices By Salesrep . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Contents vii

Noetix Analytics for Oracle Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141FA Depreciation Details ODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Depreciation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . 142FA Retirements Details ODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Retirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Noetix Analytics for Oracle Order Management. . . . . . . . . . . . . . . . . . . . . . . 144

OE Order Lines Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147OE Order Lines Details . . . . . . . . . . . . . . . . . . . . . . . . . . . 148OE Closed RMA Details . . . . . . . . . . . . . . . . . . . . . . . . . . 148Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

OE Held Orders Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149OE On Hold Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

OE Held Orders Details DM - IT ONLY . . . . . . . . . . . . . . . . . . . . 150Hold Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

OE Pricelist Lines Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151OE Price List/Modifier Details . . . . . . . . . . . . . . . . . . . . . 151OE Price Break Headers Details . . . . . . . . . . . . . . . . . . . . 151

SH Delivery Lines Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152OE Monthly Shipments by Warehouse . . . . . . . . . . . . . . . 152Shipment Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

OE Lead Times Bucket Summary DM . . . . . . . . . . . . . . . . . . . . . . 153OE Lead Times Summary (In Days) . . . . . . . . . . . . . . . . . 153

OE Lead Times Bucket Snapshot Summary DM . . . . . . . . . . . . . . . 154Lead Times Snapshot Summary. . . . . . . . . . . . . . . . . . . . . 154

OE Customer Service Promised Bucket Summary DM . . . . . . . . . . 155OE Customer Service for Promised Summary . . . . . . . . . . 155

OE Customer Service Promised Bucket Snapshot Summary DM . . 156Customer Service Performance - Promised Date . . . . . . . . 157

OE Customer Service Requested Bucket Snapshot Summary DM . . 157Customer Service Performance - Requested Date. . . . . . . . 158

OE Open Orders Promised Summary DM . . . . . . . . . . . . . . . . . . . 159Open Orders Promised Summary . . . . . . . . . . . . . . . . . . . 160

OE Open Orders Promised Snapshot Summary DM. . . . . . . . . . . . 161Open Orders Promised Snapshot Summary. . . . . . . . . . . . 162

OE Open Orders Requested Summary DM. . . . . . . . . . . . . . . . . . . 163Open Orders Requested Summary . . . . . . . . . . . . . . . . . . 164

OE Open Orders Requested Snapshot Summary DM . . . . . . . . . . . 165Open Orders Requested Snapshot Summary . . . . . . . . . . . 166

Noetix Analytics for Oracle Purchasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167PO Distributions Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

PO Distribution Details . . . . . . . . . . . . . . . . . . . . . . . . . . 172PO Distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

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PO Lines Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172Standard PO Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

PO Open Purchase Order Approved Snapshot Summary DM . . . . 174Open Purchase Order Approved Snapshot Summary . . . . 175

PO Open Purchase Order Need By Snapshot Summary DM . . . . . 175Open PO By Need By Date . . . . . . . . . . . . . . . . . . . . . . . 176

PO Open Purchase Order Promise Snapshot Summary DM . . . . . 177Open PO Aging - Promise Date . . . . . . . . . . . . . . . . . . . . 178

PO Lead Times Bucket Snapshot Summary DM . . . . . . . . . . . . . . 179Leadtimes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

PO Received Subledger Details DM . . . . . . . . . . . . . . . . . . . . . . . . 180Receiving Subledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

PO ASL Details ODS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Approved Suppliers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

PO Shipment Receipts Details DM . . . . . . . . . . . . . . . . . . . . . . . . 182PO Received Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183PO Shipment Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . 183Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

PO Shipment Receipts and Schedule Details DM - IT ONLY . . . . 184PO Ordered and Received - Monthly . . . . . . . . . . . . . . . . 184

PO Shipment Schedules Details DM . . . . . . . . . . . . . . . . . . . . . . . 185Open Purchase Orders(PO) - Monthly. . . . . . . . . . . . . . . 185PO Ordered Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186Shipment Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

PO Inventory Receiving Transaction Details DM. . . . . . . . . . . . . . 187PO Transaction Details . . . . . . . . . . . . . . . . . . . . . . . . . . 188Receiving Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

PO Vendor Outstanding Summary DM. . . . . . . . . . . . . . . . . . . . . 189Supplier Outstanding Summary . . . . . . . . . . . . . . . . . . . . 190

PO Vendor Payment History Summary DM . . . . . . . . . . . . . . . . . 190PO Supplier Payment Summary . . . . . . . . . . . . . . . . . . . . 191Supplier Invoice History. . . . . . . . . . . . . . . . . . . . . . . . . . 191

PO Vendor Performance Need By Summary DM . . . . . . . . . . . . . 192Supplier Performance Need by Summary . . . . . . . . . . . . . 193Supplier Delivery Performance . . . . . . . . . . . . . . . . . . . . . 193

PO Vendor Performance Need By Snapshot Summary DM . . . . . . 194Supplier Performance by Need By Date . . . . . . . . . . . . . . 195

PO Vendor Performance Promised Snapshot Summary DM . . . . . 195Supplier Performance By Promised Date . . . . . . . . . . . . . 196

Noetix Analytics for Oracle Human Resources . . . . . . . . . . . . . . . . . . . . . . . 197HR Employee Addresses Details DM . . . . . . . . . . . . . . . . . . . . . . . 200

HR Employee Address Details . . . . . . . . . . . . . . . . . . . . . 200

Contents ix

HR Current Headcount Details DM . . . . . . . . . . . . . . . . . . . . . . . . 201HR EEOC Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202HR EEOC Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202HR Headcount Analysis - Current. . . . . . . . . . . . . . . . . . . 202HR Headcount Details - Current . . . . . . . . . . . . . . . . . . . 203

HR Headcount Snapshot Summary DM . . . . . . . . . . . . . . . . . . . . . 203Headcount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

HR Current Turnover Details DM . . . . . . . . . . . . . . . . . . . . . . . . . 204HR Turnover Analysis - Current . . . . . . . . . . . . . . . . . . . . 205HR Turnover Analysis - Trends. . . . . . . . . . . . . . . . . . . . . 205HR Turnover Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Employee Turnover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

HR Absence Attendances Details DM . . . . . . . . . . . . . . . . . . . . . . . 207HR Employee Absence Details . . . . . . . . . . . . . . . . . . . . . 207

HR Assignments Details DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208HR All Active Employee Details . . . . . . . . . . . . . . . . . . . . 209HR Average Salary by Job . . . . . . . . . . . . . . . . . . . . . . . . . 209HR Average Yearly Salary by Job . . . . . . . . . . . . . . . . . . . . 210HR Employee Positions and Seniority Date. . . . . . . . . . . . 210HR Employee Yearly Salary Details . . . . . . . . . . . . . . . . . . 210

HR Participant Enrollment Details DM . . . . . . . . . . . . . . . . . . . . . 211HR Benefit Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Noetix Analytics for Oracle Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212INV Item Cost Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Inventory Item Cost Details. . . . . . . . . . . . . . . . . . . . . . . . 214Item Cost Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

INV Item Cost DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215Inventory Item Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215Item Cost Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

INV Standard Cost Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . 216Standard Cost History . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

INV Material Transactions Details DM. . . . . . . . . . . . . . . . . . . . . . 217Inventory Material Transaction Details . . . . . . . . . . . . . . . 217Material Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

INV Onhand Analysis Summary DM . . . . . . . . . . . . . . . . . . . . . . . 218Inventory Movement - Last 3 Years . . . . . . . . . . . . . . . . . . 219Inventory On-Hand Summary . . . . . . . . . . . . . . . . . . . . . 219

INV Onhand Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219Inventory On-Hand Details. . . . . . . . . . . . . . . . . . . . . . . . 220Inventory On-Hand Cost Details (Frozen Cost Type) . . . . 220On-Hand Current . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

x Noetix Analytics Report Developer/User Guide

INV Onhand History Summary DM . . . . . . . . . . . . . . . . . . . . . . . 221Inventory On-Hand Trend. . . . . . . . . . . . . . . . . . . . . . . . 221Item On-Hand History . . . . . . . . . . . . . . . . . . . . . . . . . . 222

INV Item Safety Stock Details DM . . . . . . . . . . . . . . . . . . . . . . . . 222Safety Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

INV Reservation Details DM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Noetix Analytics for Oracle Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . 224MFG BOM Components Details DM . . . . . . . . . . . . . . . . . . . . . . 225

BOM Bills of Materials. . . . . . . . . . . . . . . . . . . . . . . . . . . 225BOM Item Where Used . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Noetix Analytics for Oracle Work in Process . . . . . . . . . . . . . . . . . . . . . . . . . 226MFG WIP Assemblies Details DM. . . . . . . . . . . . . . . . . . . . . . . . . 227

WIP Discrete Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Chapter 6 Uninstalling Noetix Analytics Reports and Dashboards . . . . . 229Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230Uninstallation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Uninstall Noetix Analytics Reports and Dashboards for Oracle Business Intelligence . . . . . . . . . . . . . . . . . . . . . . . 231

Uninstall Noetix Analytics Reports and Dashboards for Cognos BI 233

Preface

xii Noetix Analytics Report Developer/User Guide

About This GuideThe Noetix Analytics Report Developer/User Guide provides a report developer/user with detailed information about installing and using the Noetix Analytics reports and dashboards. This guide also contains business metadata for Noetix Analytics relationship sets and objects that are based on them.

This guide assumes that you purchased Noetix Analytics and Noetix Analytics Reports and Dashboards from Noetix Corporation and that you are primarily responsible for the installation and maintenance of these products.

Typically, a Noetix consultant will be available to assist you with your initial setup and configuration of these products. Users should also have a basic knowledge of any query tool that they may use to access the metadata in Noetix Analytics.

We welcome your input on the quality, accuracy, and usefulness of this document. Please send your comments and suggestions to Noetix Technical Support.

Noetix Technical SupportThe Web site of Noetix Technical Support provides the latest information about Noetix products, and is updated regularly. Visit the Web site if you have any questions or encounter a problem during installation or operation of your Noetix software.

http://support.noetix.com

http://support.noetix.com

Chapter 1

Introduction

2 Noetix Analytics Report Developer/User Guide

OverviewNoetix Analytics is a set of packaged business intelligence applications based on a data warehouse architecture. As part of packaged analytic applications, the Noetix Analytics content is delivered through reports and dashboards that are built on relationship sets.

These Noetix Analytics reports and dashboards can be used as templates that provide a starting point for the users to perform strategic analysis of historical multi-dimensional and aggregated data, analyze trends, monitor performance, drill down to identify root causes of problems, and decide on corrective actions. Noetix Analytics reports and dashboards provide answers to common business questions in a consistent format across Oracle Financials, Oracle Manufacturing, Oracle Human Resources, Oracle Inventory, and so on. Noetix Analytics dashboards provide financial metrics in the form of tables, charts, or graphs for the use of analysts, executives, or managers. These reports and dashboards can be accessed and run through the Oracle Business Intelligence and IBM Cognos BI reporting tools.

Chapter 1: Introduction 3

Supporting ConceptsThe supporting concepts associated with Noetix Analytics reports and dashboards are as follows:

Relationship setA relationship set consists of an integrated set of related fact tables and dimension tables with their join definitions based on which reports and dashboards can be built.

FactThe fact is a numeric measure that can be used with various dimensions. For example, the sales in a store for an individual product can be recorded as a fact.

Measure/MetricA measure or metric typically refers to numeric data on which calculations can be performed. For example, the quantity invoiced for an individual product in a grocery store can be considered as a measure.

AttributeAn attribute provides qualitative information by which measures can be summarized and analyzed. For example, the adjustment type attribute can be used to analyze invoice adjustment amount.

ODSThe Operational Data Store (ODS) contains near real-time information sourced from multiple transaction systems that enables operational reporting and analysis. The ODS consists of master (MAS), detail (DET), and reference (REF) tables. The ODS always resides in the same database as the Data Mart (DM).


DMThe data mart is an integrated set of star schemas that enable enterprise-wide reporting and analysis. Specifically, the DM contains detailed fact (DFACT), aggregate fact (AFACT), snapshot fact (SFACT) tables, and conformed dimension tables (DIM). The DM is populated with data at a nightly interval.

DFACTThe DFACT table contains low-level details of data that is denormalized.

AFACTThe AFACT table contains aggregated data, which is built against the data available in multiple DFACT tables or other AFACT tables.

SFACTThe SFACT table contains periodic snapshots of data stored in AFACT or DFACT tables. The frequency of snapshots, such as daily, weekly, and monthly, can be configured depending on the requirement.

AMDRThe Active Metadata Repository (AMDR) stores the data warehouse metadata, including table and field aliases, relationship set joins, source information, and functional descriptions. These metadata tables define the Noetix Analytics warehouse and can be used for defining the reporting structures in the meta-layers of reporting tools, such as Oracle Business Intelligence and IBM Cognos BI. The metadata is used for building the search index for Noetix Search.

Chapter 1: Introduction 5

Noetix SearchNoetix Search is a Web-based application that enables you to search across one or several index repositories to find data related to Noetix Analytics objects. Noetix Search queries metadata stored in the AMDR and assists you to determine the details of relationship sets based on which you need to build a report or dashboard.

Multiple Global CurrenciesThe multiple global currencies feature helps users see financial transactions in multiple currencies when reports are run using the business intelligence tools. At the time of running reports, the functional currency is converted into the user-specified currency in which the user wants to see the transactions at daily, quarterly, yearly, or other rates.


Noetix Analytics ArchitectureThe high-level architecture of Noetix Analytics depicting the data flow from the source database to the target objects and subsequently into reporting tools is as follows:

Chapter 2

Installing, Configuring

Noetix Analytics Reports and Dashboards


OverviewThe Noetix Analytics reports and dashboards help you view the Noetix Analytics data in Oracle Business Intelligence and IBM Cognos BI. This chapter contains information that helps you install, set up, and configure Noetix Analytics reports and dashboards in Oracle Business Intelligence and IBM Cognos BI.

Chapter 2: Installing, Configuring Noetix Analytics Reports and Dashboards 9

Installing Reports and Dashboards

Depending on the business intelligence tool that you use, you can install the reports and dashboards on a computer on which Oracle Business Intelligence or IBM Congos BI is installed.

Prerequisites for Installing Reports and Dashboards for Oracle Business Intelligence• The setup files required for installing the reports and dashboards are available on

the computer on which you want to install the Noetix Analytics reports and dashboards.

• The supported version of Oracle Business Intelligence is installed, configured, and the Oracle Business Intelligence services are running.

• The Noetix Analytics metadata is generated into Oracle Business Intelligence using Noetix Generator, and the generated repository is deployed.


Install Reports and Dashboards for Oracle Business IntelligenceTo install reports and dashboards for Oracle Business Intelligence1. Double click setup.exe. The Welcome to the Noetix Dashboards and Reports

for Oracle Business Intelligence Setup page appears.


2. Click Next. The Software License Agreement page appears.


3. Click I Agree. The Oracle E-Business Suite Version page appears.


4. Select the applicable version of Oracle E-Business Suite, and click Next. The Installation Location page appears.


5. Accept the default destination folder or click Browse, navigate to the folder location, select the destination folder, and click Next. The Choose Start Menu Folder page appears.

6. Enter a Start menu folder name under which you want to create shortcuts for Noetix reports and dashboards. The default name is Noetix Reports and Dashboards for Oracle Business Intelligence. If you select a Start menu folder name from the list, the default name is added to the end of the selection.

NOTE: If you do not want to create the shortcuts for Noetix reports and dashboards in the Start menu, select the Do not create shortcuts check box.


7. Click Next. The Ready to Install page appears.


8. Click Install. The installation starts, and the Installing page displays the progress of the installation.


9. (Optional.) Click Show details. The installation log is displayed.

After the installation is complete, the Installation Complete page appears. The reports and dashboards are installed on the computer in an archived format.

10. Clear the default selection of the Launch Noetix Dashboards and Reports for Oracle Business Intelligence check box, and click Finish. The installation setup wizard exits.


Configure Reports and Dashboards for Oracle Business IntelligenceWhen you perform the installation, the Noetix Analytics reports and dashboards are installed on the computer. You need to copy and configure the reports and dashboards in the server folder of Oracle Business Intelligence to be able to access and run them in the BI tool. When you run the setup, the reports and dashboards are configured on the Oracle Business Intelligence server and the folder structure and links are created in the Oracle Business Intelligence tool.


To configure the reports and dashboards for Oracle Business Intelligence1. Click Start > All Programs > Noetix Analytics Reports and Dashboards for

Oracle Business Intelligence > Noetix Analytics Reports and Dashboards for Oracle Business Intelligence. The Noetix Analytics Reports and Dashboards for OBI Setup window appears.

2. In the Top Level Name box, enter the top level name with the prefix that you had provided when generating the Noetix Analytics metadata into the Oracle Business Intelligence repository, such as [Noetix-Reports and Dashboards]. Make sure that the name is enclosed within brackets.


3. In the Catalog Manager Directory box, enter the path to the location of the catalog manager, which is typically available under the Oracle Business Intelligence installation folder.

4. In the Catalog Directory box, enter the path to the location of the Oracle Business Intelligence catalog directory, which is typically available under the Oracle Business Intelligence installation folder.

5. Click Run. The reports and dashboards are extracted, and log messages appear on the setup page as seen in the following screen shot. After the reports and dashboards are copied to the server folder of Oracle Business Intelligence, the log message states that the installation is complete.


6. Click Close to exit from the setup.

NOTE: To save the settings-related information pertaining to copying the Noetix Analytics reports and dashboards, you need to click Save. The parameters are saved in an XML file. To copy the Noetix Analytics reports and dashboards in the server by using the XML file, you need to click Load. The parameters that you had saved earlier in an XML file are loaded.

Prerequisites for Installing Reports and Dashboards for IBM Cognos BIBefore you install the Noetix Analytics reports and dashboards in IBM Cognos BI, make sure that the following prerequisites are met with:

• The IBM Cognos BI reporting tool is installed and configured.

• The data sources for NOETIXODS and NOETIXDM are created in IBM Cognos BI.

• The setup files required for installing the reports and dashboards are available on the computer on which you want to install the Noetix Analytics reports and dashboards.

• The Noetix Analytics Active Metadata Repository (AMDR) is generated by using Noetix Generator for IBM Cognos BI.

• Permissions on the generated packages are granted to users who will use the reports and dashboards.


Install Reports and Dashboards for IBM Cognos BITo install reports and dashboards for IBM Cognos BI1. Double-click setup.exe. The Welcome to the Noetix Analytics Reports and

Dashboards for IBM Cognos Setup page appears.


2. Click Next. The Software License Agreement page appears.


3. Click I Agree. The Oracle E-Business Suite Version page appears.


4. Select the applicable version of Oracle E-Business Suite, and click Next. The Dashboard Modules page appears.


5. Select the check boxes pertaining to the modules for which you want to install dashboards, and click Next. The Report Modules page appears.


6. Select the check boxes pertaining to the modules for which you want to install reports, and click Next. The Installation Location page appears.


7. Accept the default destination folder or click Browse, navigate to the folder location, select the destination folder, and click Next. The Choose Start Menu Folder page appears.

8. Enter a Start menu folder name under which you want to create shortcuts for Noetix reports and dashboards. The default name is Noetix Reports and Dashboards for IBM Cognos. If you select a Start menu folder name from the list, the default name is added to the end of the selection.

NOTE: If you do not want to create the shortcuts for Noetix reports and dashboards in the Start menu, select the Do not create shortcuts check box.


9. Click Next. The Ready to Install page appears.




11. (Optional.) Click Show Details. The installation log is displayed.


After the installation is complete, the Installation Complete page appears.

12. Clear the default selection of the Launch Noetix Dashboards and Reports for IBM Cognos check box, and click Finish. The installation setup wizard exits.


Configure Reports and Dashboards for IBM Cognos BIWhen you perform the installation, the Noetix Analytics reports and dashboards are installed on the computer in a compressed file format that need to be copied and configured in the server folder of IBM Cognos BI such that they can be accessed and run in the BI tool. When you run the setup, the reports and dashboards are placed in the Cognos content store, and the relevant folder structure and links are created in the IBM Cognos BI tool.


To configure the reports and dashboards for IBM Cognos BI1. Click Start > All Programs > Noetix Analytics Reports and Dashboards for IBM

Cognos> Noetix Analytics Reports and Dashboards for IBM Cognos. The Noetix Analytics Reports and Dashboards for IBM Cognos Setup window appears.

2. Click the button beside the Generator Arguments File box, and select the GenerationArguments.xml file that was created during the generation of Noetix Analytics metadata in IBM Cognos BI.

3. Click the button beside the IBM Cognos Installation Directory box, and select the folder location of IBM Cognos BI deployment server, such as <harddisk>:\Program Files\ibm\cognos\c10_64.


4. Click the button beside the IBM Cognos Target Search String box, and select the folder location for copying the reports and dashboards in the IBM Cognos BI content store.

5. If you have separate packages for financial modules, select Override Financials Modules. The reports and dashboards pertaining to the financials modules are configured in the corresponding packages.

6. Click Run. The reports and dashboards are extracted, and log messages appear on the setup page as seen in the following screen shot. After the reports and dashboards are copied to the folder location of IBM Cognos BI, the log message states that the installation is complete.


7. Click Close to exit from the setup.

NOTE: To save the settings-related information pertaining to copying the Noetix Analytics Reports and Dashboards, you need to click Save. The parameters are saved in an XML file. To copy the Noetix Analytics reports and dashboards by using the XML file, you need to click Load. The parameters that you had saved earlier in an XML file are loaded.

Set Up Reports and DashboardsFor the Noetix Analytics reports and dashboards to work correctly, you need to perform the following tasks to set up the reports and dashboards in Oracle Business Intelligence and IBM Cognos BI.

• For the reports and dashboards that provide the natural account and cost center information, verify and update the corresponding source columns based on the segments defined in the Accounting Flexfield in your Noetix Analytics instance.

• In Oracle Business Intelligence, make sure that the following settings are available:

• The number of records returned in reports is configured to suit your business requirements.

• For the dashboards to be run by any user, in the NQSConfig.INI file, you need to specify the value for the EVALUATE_SUPPORT_LEVEL parameter as 2.


• To navigate the drill reports from the trend report of the following dashboards, in Oracle Business Intelligence, by using the Catalog Manager, you need to change the IP address “http://172.20.55.160:7001/analytics” to reflect the IP address of the computer on which the dashboards are installed:

• Aging By GL Date

• Invoice Distributions

• Invoice Lines

• Revenue

• Shipment Lines

• In IBM Cognos BI, make sure that the following settings are available:

• Change the data sources for the following reports and dashboards to point to the data sources used in your Noetix Analytics instance:

• Cash Flow and Open Invoices dashboards

• GL AP Subledger Summary, GL AR Subledger Summary, GL Journals, OE Order Lines Details, and OE Price List/Modifier Details reports

• By default, the reports and dashboards are displayed under the folder you have specified. You can display the dashboards in a tabbed format by adding dashboard tabs for the available modules. To display dashboards as tabs, navigate to the dashboard installation folder for each module by selecting Page - dashboard tab, and click the Add symbol under Actions. The available dashboards are arranged in tabs.


Reinstalling, Configuring Reports and Dashboards

You may need to reinstall the Noetix Analytics reports and dashboards when a report or dashboard needs to be added in the existing installation or when the initial installation is corrupted or could not be completed on account of technical problems. Before you reinstall, perform the following tasks, if required:

• Back up reports and dashboards that you have customized or created.

• Manually delete any customized reports or dashboards that you do not require.


Reinstall, Configure Reports and Dashboards for Oracle Business IntelligenceReview the prerequisites under the Prerequisites for Installing Reports and Dashboards for Oracle Business Intelligence section.

To reinstall Noetix Analytics reports and dashboards for Oracle Business Intelligence1. Perform steps 1 and 2 provided under Install Reports and Dashboards for Oracle

Business Intelligence. The Installation Found page appears.

2. The Add/Reinstall components option is select by default. Click Next. The Oracle E-Business Suite Version page appears.

3. Select the applicable version of Oracle E-Business Suite, and click Next. The Ready to Install page appears.


4. Click Install. The installation process starts and completes, and the Installation Complete page appears.

NOTE: You can click Show details to view the installation log.

5. Clear the default selection from the Launch Noetix Analytics Reports and Dashboards for Oracle Business Intelligence check box, and click Finish. The installation setup wizard exits.

6. For configuring the reports and dashboards in the server folder of Oracle Business Intelligence, perform steps 2 through 6 mentioned in the Configure Reports and Dashboards for Oracle Business Intelligence section of this chapter.


Reinstall, Configure Reports and Dashboards for IBM Cognos BIReview the prerequisites under the Prerequisites for Installing Reports and Dashboards for IBM Cognos BI section.

To reinstall Noetix Analytics reports and dashboards for IBM Cognos BI1. Perform steps 1 and 2 provided under Install Reports and Dashboards for IBM

Cognos BI. The Installation Found page appears.

2. The Add/Reinstall components option is select by default. Click Next. The Oracle E-Business Suite Version page appears.

3. Select the applicable version of Oracle E-Business Suite, and click Next. The Dashboard Modules page appears.

4. Select the check boxes pertaining to the modules for which you want to install dashboards, and click Next. The Report Modules page appears.


5. Select the check boxes pertaining to the modules for which you want to install reports, and click Next. The Ready to Install page appears.


NOTE: You can click Show details to view the installation log.

After the installation is complete, the Installation Complete page appears.

7. Clear the default selection of the Launch Noetix Dashboards and Reports for IBM Cognos check box, and click Finish. The installation setup wizard exits.

8. For configuring the reports and dashboards in the server folder of IBM Cognos BI, perform steps 2 through 7 mentioned in the Configure Reports and Dashboards for Oracle Business Intelligence section of this chapter.

Chapter 3

Using Noetix Analytics Reports

and Dashboards


OverviewNoetix Analytics reports and dashboards help analysts, executives, or managers in analyzing historical trends and strategic decision making. The dashboards enable users analyze the results of multiple business processes in an organization by providing financial metrics and rolling 12-month or snapshot trend. The reports and dashboards can be accessed and run through the Oracle Business Intelligence and IBM Cognos BI reporting tools.

Chapter 3: Using Noetix Analytics Reports and Dashboards 45

Accessing Dashboards in Oracle Business Intelligence

You can access the Noetix Analytics dashboards that are built on Noetix Analytics relationship sets pertaining to various subject areas through the Oracle Business Intelligence reporting tool.

NavigationYou can access the Noetix Analytics reports and dashboards by performing the following steps:

1. Log on to Oracle Business Intelligence. On the Oracle Business Intelligence page that appears, click Dashboards > Noetix Analytics Dashboards > <module_name>. On the <module_name> page, the dashboards pertaining to the selected module are displayed as tabs.

2. Click the <dashboard_name> tab. The <dashboard_name> dashboard appears.

ParametersIn the left pane, the parameters are shown based on the dashboard you selected. By default, the following parameters are displayed:

• Dimension: Indicates the dimension, such as the ledger and operating unit, based on which the measure needs to be analyzed.

• TOPN: Indicates the number of dimensions, such as top 10 dimensions, for which the measure needs to be analyzed.

• Measure: Indicates the measure, such as the total spend, that you want to analyze based on the selected dimension.

• Period/Snapshot date: Indicates the period or the snapshot date for which the measure needs to be analyzed.


Dashboard TypesNoetix Analytics provides the following types of dashboards in Oracle Business Intelligence that help you analyze the data in your data warehouse:

• Measure by top N dimensions: This dashboard type helps you analyze the selected measure by the top N (by default, top 10) dimensions. You can click the Result list to see the list of available formats in which the dashboards can be displayed. The available formats are as follows:

• Pie: By default, the analysis of the specified measure by top N dimensions is displayed by using the pie chart. With the use of the pie chart, you can compare parts of a whole, such as percentage of the ordered amount by each bill to customer. A sample screen shot of the pie chart is as follows.

NOTE: When you click the name of the dimension in the legend, on the right pane, the corresponding trend is displayed on the rolling 12-month trend graph.


• Graph: The bar graph helps you compare the selected measure pertaining to the top N dimension that you have selected. For example, you can use the bar graph to compare the ordered amount by top 10 bill-to customers. The components of the bar graph are as follows:

• Horizontal axis: Displays the top N dimensions, such as top 10 bill-to customers, that are being compared.

• Vertical axis: Displays the scale for the measure associated with the dimension.

When you move the pointer over bars each of which represents a dimension, the corresponding dimension details, such as the name of the customer and ordered amount, are displayed. A sample screen shot of the bar graph is as follows:

NOTE: When you click the name of the dimension on the horizontal axis, the corresponding trend is displayed on the rolling 12-month trend graph.


• Table: The table helps you view the summarized information organized by rows and columns. By default, the information is displayed by the descending order of measures, such as the highest ordered amount to the lowest ordered amount. Also, a rank is displayed against each measure in the ascending order.

NOTE: When you click the name of the dimension in the table, the corresponding trend is displayed on the rolling 12-month trend graph.


• Rolling 12-month measure trend graph: This dashboard type helps you perform a trend analysis of the measure by the specified dimension for a period of 12 months. The analysis includes the selected period and the preceding 11 months.

This dashboard type is displayed in the line-bar graph. This format contains two sets of data with different ranges; one set of data is displayed using bars, and another set of data is displayed using lines overlaid on the bars. In the graph, a bar is displayed for each period. When you move the pointer over each bar, the measure value, such as the payment amount or quantity received, for the corresponding period is displayed. When you move the pointer over data points on the line graph, the total measure, such as the total payment amount or total quantity received, for the corresponding period for all dimensions, such as for all operating units, is displayed. You can click these data points to view the analysis for all dimensions in a tabular format. The components of the rolling 12-month graph are as follows:

• Horizontal axis: Displays the period for which the trend analysis needs to be performed.

• Vertical axis 1 (bar): Displays the scale indicating the measure value for the selected dimension, such as the Vision Operations operating unit.

• Vertical axis 2 (Line): Displays the scale indicating the total measure value for all dimensions, such as all operating units.

A sample screen shot of the rolling 12-month trend graph is as follows.


• Rolling 12-snapshot dates measure trend: This dashboard type helps you perform a trend analysis of the measure by the specified dimension as of a snapshot date. The analysis includes the selected period and the preceding 11 months.

This dashboard type is displayed in the line-bar graph. This format contains two sets of data with different ranges; one set of data is displayed using bars, and another set of data is displayed using lines overlaid on the bars. In the graph, a bar is displayed for each period. When you move the pointer over each bar, the measure value, such as the outstanding amount or quantity received, for the corresponding snapshot date is displayed. When you move the pointer over data points on the line graph, the total measure, such as the total outstanding amount or total quantity received, for the corresponding snapshot date for all dimensions, such as for all bill-to locations, is displayed. You can click or right-click the bar graph or the data point on the line graph to view the analysis for all dimensions and the corresponding snapshot date in a tabular format. The components of the rolling 12-month graph are as follows:

• Horizontal axis: Displays the period for which the trend analysis needs to be performed.

• Vertical axis 1 (bar): Displays the scale indicating the measure value for the selected dimension, such as the Trading Partner Plant bill-to location.

• Vertical axis 2 (Line): Displays the scale indicating the total measure value for all dimensions, such as all bill-to locations.


A sample screen shot of the rolling 12-month snapshot date trend graph is as follows.

All-ReportYou can click the All Report link to review the measure for each value of the selected dimension, the total value of the measure, the percentage of the measure for each dimension, and the total percentage of the measure. For example, you can review the payment amounts for each operating unit, total payment amounts, the percentage of the payment amount for each operating unit, and the total percentage of the payment amount. A sample screen shot of all reports is as follows:


Accessing Noetix Analytics Reports in Oracle Business Intelligence

You can access the Noetix Analytics reports that are built on Noetix Analytics relationship sets pertaining to various subject areas through the Oracle Business Intelligence reporting tool.

NavigationYou can access the Noetix Analytics reports through Oracle Business Intelligence by performing the following steps:

1. Log on to Oracle Business Intelligence. On the Oracle Business Intelligence page that appears, click Dashboards > Overview > Noetix Analytics Reports - Overview.

2. On the Noetix Analytics Reports - Overview page that appears, each module is displayed as a tab. By default, the Financials tab is selected and the corresponding reports pertaining to the module are displayed on the page.

3. Click the Go To link associated with the required report. The parameters page appears.


Noetix Analytics Reports in Oracle Business IntelligenceAfter you specify the required parameters, the report is displayed in a tabular format. A sample screen shot is as follows.

You can also drill through entities of some reports to obtain further analysis. For example, in the Aging Summary report, using the customer category or bucket name dimension, you can drill down to the AR Aging Details report. A sample screen shot of the drill report is as follows:


Accessing Dashboards in IBM Cognos BI

You can access the Noetix Analytics dashboards that are built on Noetix Analytics relationship sets pertaining to various subject areas through the IBM Cognos BI reporting tool.

NavigationYou can access the dashboards by performing the following steps:

1. Log on to IBM Cognos BI. On the IBM Cognos Connection page that appears, click the folder under which the dashboards are installed.

2. Click the <module_name> folder. The dashboards pertaining to the selected module are displayed as folders.

3. Click the <dashboard_name> folder to access the required dashboard.

NOTE: You can also access the dashboards pertaining to the selected module by using tabs.

FiltersThe filters are displayed based on the dashboard you select. By default, the following filters are displayed:

• Dimension: Indicates the dimension, such as the ledger and operating unit, based on which the measure needs to be analyzed.

• Measure: Indicates the measure, such as the total spend, that needs to be analyzed based on the selected dimension.

• Period/Snapshot date: Indicates the period or the snapshot date for which the measure needs to be analyzed based on the selected dimension.


• Applied Filter: Displays information about the filters that are applied on the dashboard. By default, this field shows the period for which the dashboard is displayed.

• <Measure>: Displays the total measure for the selected dimension and period.

NOTE: You can use the Remove Filters link to remove the filters that you have applied on the dashboard.

Dashboard TypesNoetix Analytics provides the following types of dashboards in IBM Cognos BI that help you analyze the data in your data warehouse:

• Measure by top N dimensions: This dashboard type helps you analyze the selected measure by top N (by default, top 10) dimensions. You can click the Result list to see the available formats in which the dashboards can be displayed. The available formats are as follows:

• Pie: By default, the analysis of the specified measure by top N dimensions is displayed by using the pie chart. With the use of the pie chart, you can compare parts of a whole, such as percentage of revenue amount by each operating unit.


When you move the pointer over each slice, which represents a dimension, the corresponding dimension details, such as the name of the customer and revenue amount, are displayed. You can click or right-click the dimension to view the other dimensions based on which you can further analyze the data. For example, when you click a dimension, such as the Vision Services operating unit, a list of dimensions appear. If you click By Customer, the dashboard displays information about the percentage of measure for those customers pertaining to the Vision Services operating unit. A sample screen shot of the pie chart is as follows.

NOTE: When you change the filters through the pie chart, on the right pane, the corresponding trend is displayed on the rolling 12-month trend graph.


• Bar: The bar graph helps you compare the selected measure pertaining to the top N dimension that you have selected. For example, you can use the bar graph to compare the number of payments by top 10 ledgers. The components of the bar graph are as follows:

• Horizontal axis: Displays the top N dimensions, such as top 10 ledgers, that are being compared.

• Vertical axis: Displays the scale for the measure associated with the dimension.

When you move the pointer over bars each of which represents a dimension, the corresponding dimension details, such as the name of the customer and revenue amount, are displayed. You can click or right-click the dimension to view the other dimensions based on which you can further analyze the data. For example, when you click a dimension, such as the Vision Services operating unit, a list of dimensions appear. In the list, if you click the dimension, such as By Customer, the dashboard displays the measure details, such as Receivables, for those customers pertaining to the Vision Services operating unit. A sample screen shot of the bar graph is as follows.

NOTE: When you change the filters through the bar graph, on the right pane, the corresponding trend is displayed on the rolling 12-month trend graph.


• Table: You can view the summarized information organized by rows and columns by using the table. The table displays the list of top N (by default, 10) dimensions that you have selected, the corresponding measure value, and the percentage of measure. You can click or right-click each row, which represents a dimension, to view the other dimensions based on which you can further analyze the data. For example, when you click a dimension, such as the Vision Services operating unit, a list of dimensions appear. In the list, if you click the dimension, such as By Customer, the dashboard displays the measure details, such as Receivables, for those customers pertaining to the Vision Services operating unit. A sample screen shot of the table is as follows.


• Rolling 12-month measure trend graph: This dashboard type helps you perform a trend analysis of the measure value by the specified dimension for a period of 12 months. The analysis includes the selected period and the preceding 11 months. By default, the dashboard displays the average measure value. When you select a dimension from the <dimension> list, such as the Vision Operations ledger, the dashboard displays measure values for each period and the selected dimension and also the total measure value for all dimensions, such as all ledgers.

This dashboard type is displayed in the line-bar graph. This format contains two sets of data with different ranges; one set of data is displayed using bars, and another set of data is displayed using lines overlaid on the bars. In the graph, a bar is displayed for each period. When you move the pointer over each bar, the measure value, such as the payment amount or quantity received, for the corresponding period is displayed. When you move the pointer over data points on the line graph, the total measure, such as the total payment amount or total quantity received, for the corresponding period for all dimensions, such as for all ledgers, is displayed. You can click or right-click the bar or the data point on the line graph to view the analysis for all dimensions in a tabular format. The components of the rolling 12-month graph are as follows:

• Horizontal axis: Displays the 12 month period for which the trend analysis needs to be performed.

• Vertical axis 1 (Bar): By default, this axis displays the scale for indicating the average measure value for all dimensions, such as all customers. When a value is selected in the <dimension> list, the axis displays the scale for the total measure value for the selected dimension, such as the Vision Operations ledger.

• Vertical axis 2 (Line): Displays the scale for indicating the total measure value for all dimensions, such as all ledgers.


A sample screen shot of the rolling 12-month trend graph is as follows.

NOTE: When the dimension is the aging bucket, the dashboard does not display the average measure value.


• Rolling 12-snapshot date measure trend: This dashboard type helps you perform a trend analysis of the measure by the specified dimension as of a snapshot date. The analysis includes the selected period and the preceding 11 months. By default, the dashboard displays the average measure value. When you select a value from the <dimension> list, such as the Trading Partner Plant bill-to location, the dashboard displays measure values for each period and the selected dimension and also the total measure value for all dimensions, such as all bill-to customers.

This dashboard type is displayed in the line-bar graph. This format contains two sets of data with different ranges; one set of data is displayed using bars, and another set of data is displayed using lines overlaid on the bars. In the graph, a bar is displayed for each period. When you move the pointer over each bar, the measure value, such as the outstanding amount or quantity received, for the corresponding snapshot date is displayed. When you move the pointer over data points on the line graph, the total measure, such as the total outstanding amount or total quantity received, for the corresponding snapshot date for all dimensions, such as for all bill-to customers, is displayed. You can click or right-click the bar graph or the data point on the line graph to view the analysis for all dimensions in a tabular format. The components of the rolling 12-month graph are as follows:

• Horizontal axis: Displays the 12 month period for which the trend analysis needs to be performed.

• Vertical axis 1 (Bar): By default, this axis displays the scale for indicating the average measure value for all dimensions, such as all bill-to locations. When a value is selected in the <dimension> list, the axis displays the scale for the total measure value for the selected dimension, such as the Trading Partner Plant bill-to location.

• Vertical axis 2 (Line): Displays the scale for indicating the total measure value for all dimensions, such as all bill-to locations.


A sample screen shot of the rolling 12-month snapshot date trend graph is as follows.

NOTE: When the dimension is the aging bucket, the dashboard does not display the average measure value.


Accessing Reports in IBM Cognos BI

You can access the Noetix Analytics reports that are built on Noetix Analytics relationship sets pertaining to various subject areas through the IBM Cognos BI reporting tool.

NavigationYou can access the Noetix Analytics reports pertaining to any module through IBM Cognos BI by performing the following steps in IBM Cognos Connection:

• Click Public Folders > <Top_level_name> > Reports > <Module_name> > <Report_folder>, and click a <Report_name> report. The parameters page appears.


Noetix Analytics Reports in IBM Cognos BIAfter you specify the required parameters, in IBM Cognos BI, the report is displayed in a tabular format. A sample screen shot is as follows.


You can also drill through entities of some reports to obtain further analysis. For example, in the Aging Summary report, using the customer category or bucket name dimension, you can drill down to the AR Aging Details report. A sample screen shot of the drill report is as follows.

Chapter 4

Development Process of

Reports and Dashboards


OverviewThe Noetix Analytics reports and dashboards are built based on relationship sets pertaining to various subject areas. These reports and dashboards can be accessed through Oracle Business Intelligence and IBM Cognos BI. Depending on the requirement, you can use these reports/dashboards, customize the existing reports/dashboards, or develop a report/dashboard based on relationship sets pertaining to the required subject area.

Chapter 4: Development Process of Reports and Dashboards 69

Process Workflow for Developing Reports and Dashboards

The process workflow for developing reports and dashboards in Noetix Analytics is as follows:

1. Analyze the business objective of the report/dashboard requirement. For example, analyze the revenue margin by the organization, customer, or product.

2. Identify the subject area, such as margin analysis, for which the report/dashboard needs to be developed.

3. Perform the following steps for every relationship set pertaining to the subject area until you identify the appropriate relationship set:

a. Identify the relationship set, such as AR Revenue Margin Summary DM and AR Top Model Margins Summary DM, that corresponds to the subject area, and select the required relationship set.

b. Examine whether appropriate granularity is defined for the relationship set and required dimensions and measures are provided by the relationship set by reviewing the relationship set metadata available in Noetix Search/Noetix Analytics Metadata Manager, and perform the following:

• If yes, use the relationship set, and go to step 5.

• If no, go to step 3a.

4. If no appropriate relationship set is identified, go to step 6.


5. Verify if the existing reports/dashboards that are based on the selected relationship set meet the requirement.

• If yes, use the report/dashboard through reporting tools, namely Oracle Business Intelligence or IBM Cognos BI, to view the information returned by the report/dashboard.

• If no, copy the existing report/dashboard to customize it or build a new report/dashboard based on the selected relationship set.

6. Customize the relationship set by adding the required measures or dimensions. For more information about customizing relationship sets, see the Managing Data Warehouse Metadata chapter of the Noetix Analytics Administrator Guide.

Chapter 4: Development Process of Reports and Dashboards 71

The following diagram illustrates the workflow for developing reports and dashboards in Noetix Analytics:

Chapter 5

Noetix Analytics for Oracle

Modules


OverviewNoetix Analytics for Oracle E-Business Suite provides content for subject areas pertaining to various Oracle E-Business Suite modules through objects, such as reports or dashboards that are based on relationship sets.

Chapter 5: Noetix Analytics for Oracle Modules 75

Noetix Analytics for General Ledger

Noetix Analytics for Oracle General Ledger provides relationship sets for the support of the following subject areas to meet the needs of chief financial officers, controllers, accounting managers, and financial analysts:

• Setup: The following relationship sets provide information about currency conversion rates for daily or a specified period:

• Daily Rate Details ODS

• Daily Rate Details DM

• Period Rate Details ODS

• Period Rate Details DM

• Journal batches: The following relationship sets provide information about balances, ledgers, journal batches, journal entries, and journal entry lines:

• GL Balances Details DM

• GL Details Details ODS

• GL Details DM

GL Balances Details DMThe reports/dashboards based on this relationship set return information about actual, budget, and encumbrance balances for the detail and summary accounts of ledgers in General Ledger. A record is returned for each combination of a set of books (SET_OF_BOOKS_KEY), a budget version (BUDGET_VERSION_KEY), a period name (PERIOD_NAME), a currency code (CURRENCY_CODE), a code combination identifier (CODE_COMBINATION_ID), a translated flag (TRANSLATED_FLAG), an encumbrance type identifier (ENCUMBRANCE_TYPE_ID), and a source system (MD_SOURCE_SYSTEM).


This relationship set is used for analytical reporting.

The relationship set provides measures for the beginning credit and debit, period net credit and debit, project to date debit and credit, and quarter to date credit and debit balance amounts. The amount-related measures are returned in primary and transaction currencies. These measures can be analyzed by dimensions, such as the account segment, set of books, and budget version, and attributes, such as the period name, currency code, and actual flag.

The GL Balances report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Period-to-date or quarter-to-date or year-to-date amounts for a period

See also: For details of the corresponding ledgers, see the GL Details DM relationship set.

GL BalancesThis report returns detail-level information about the balances for ledgers in General Ledger. The report displays information about ledger names, currencies, budget names, and accounting structures.

Using the period-to-date amount, quarter-to-date amount, or year-to-date amount column, you can drill down to the GL Journals report.

GL Details DMThe reports/dashboards based on this relationship set return details of ledgers in General Ledger. A record is returned for each combination of a journal entry header identifier (JE_HEADER_ID) and journal entry line number (JE_LINE_NUM).



The relationship set provides amount-related measures, such as the journal entry credit and debit, total running credit and debit, and invoice amounts. The journal entry credit and debit amounts are returned in the local, global, and functional currencies. The total running credit and debit amounts are returned in the local and functional currencies. These measures can be analyzed by dimensions, such as the accounting segment, set of books, effective date, posted date, and journal entry creation date, and attributes, such as the budget type, budget name, period, posted status, journal entry header name, journal entry category, journal entry batch name, and journal entry source.

The GL Chart of Accounts - Accounting Structure and GL Journals reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Journal entry debit or credit amounts by sets of books, budget types, journal entry header names, journal entry categories, journal entry batch names, or journal entry sources for a period

• Total running debit or credit amounts by sets of books, budget types, journal entry header names, journal entry categories, journal entry batch names, or journal entry sources for a period

• Top 10 sets of books, journal entry categories, journal entry batch names, or journal entry sources by journal entry debit or credit amounts

See also: For details of the corresponding ledger balances, see the GL Balances Details DM relationship set.

GL Chart of Accounts - Accounting StructureThis report returns detail-level information about the accounting structures corresponding to charts of accounts in General Ledger. The report displays information about charts of accounts, accounting structures, and account types.

This report does not have a drill report.


GL JournalsThis report returns detail-level information about the journals posted in General Ledger. The report displays information about ledgers, periods, journal entries, and accounting structures.



Noetix Analytics for Oracle Payables

Noetix Analytics for Oracle Payables provides relationship sets for the support of the following subject areas to meet the needs of payables analysts, payables managers, accounting managers, financial controllers, and chief financial officers:

• Invoice aging: The following relationship sets provide information about outstanding invoice amounts related to aging:

• AP Aging Summary DM

• AP Aging Summary DM - IT ONLY

• Expense reports: The following relationship sets provide information about employee expenses:

• AP Expense Report Headers Details ODS

• AP Expense Report Lines Details DM

• Invoice holds: The following relationship sets provide information about held invoices:

• AP Held Invoices Details ODS

• AP Holds Details DM

• Invoices: The following relationship sets provide information about invoices, invoice lines, invoice distributions, and open invoices:

• AP Distributions Details DM

• AP Distributions Details DM - IT ONLY

• AP Invoice Analysis Summary DM

• AP Invoice Approval History Details ODS


• AP Invoice Distributions Details DM - IT ONLY

• AP Invoice Lines Details ODS

• AP Invoice Lines Details DM

• AP Invoice Lines Details DM - IT ONLY

• AP Invoice Lines Interface Details ODS

• AP Invoices Details ODS

• AP Invoices Details DM

• AP Open Invoices Details ODS

• AP Open Invoices Details DM

• Payments: The following relationship sets provide information about invoice checks and payments:

• AP Check Payments Details ODS

• AP Checks Details DM

• AP Invoice Payments Details ODS

• AP Invoice Payments Details DM

• AP Invoice Payments Details DM - IT ONLY

• Payment schedules: The following relationship sets provide information about payment schedules:

• AP Payment Schedules Details ODS

• AP Payment Schedules Details DM

• AP Payment Schedules Details DM - IT ONLY


• Subledgers: The following relationship sets provide information about subledger journals created for invoices and payments:

• AP Invoice Subledger Details DM - IT ONLY

• AP Subledger Details DM

• AP Subledger Details DM - IT ONLY

• Payment setup: The following relationship sets provide information about payment instruments:

• AP Bank Account Uses Details ODS

• IBY External Payee Details ODS

• IBY Payment Instruments Details ODS


AP Expense Report Lines Details DMThe reports/dashboards based on this relationship set return information about expense items of expense reports in Payables.

NOTE: On account of functional reasons, a granularity statement cannot be provided for this relationship set.


The relationship set provides amount-related measures, such as the advance invoice to apply, credit card company due, daily, daily distance, employee due, prepay apply, maximum to apply, receipt, reimbursement, and statistical amounts, and other measures, such as the number of free breakfasts and number of free dinners. The advance invoice to apply, credit card company due, daily, daily distance, deduction addition, employee due, maximum to apply, prepay apply, report, statistical, submitted, receipt, reimbursement, and total amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the set of books, organization (operating unit), project, task, vendor, employee, expenditure item date, report submitted date, receipt received date, and accounting date, and attributes, such as the document category code, hold lookup code, reject code, and return reason code.

The Employee Expenses dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 employees by numbers of expense reports

• Top 10 employees by total expense amounts

• Top 10 projects by total expense amounts

• Top 10 cost centers by approved expense amounts

See also: For details of the corresponding invoice payments, see the AP Invoice Payments Details DM relationship set, and for details of the corresponding invoice distributions, see the AP Distributions Details DM relationship set.


Employee ExpensesThis dashboard enables the period-wise analysis of the total expense amount by the ledger and other dimensions and attributes in Payables.

Using the rolling, 12-month trend graph, you can drill down to the Employee Expenses Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the ledgers, operating units, expenditure types, suppliers, projects, tasks, and cost centers can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single ledger, operating unit, expenditure type, supplier, project, task, or cost center can be displayed for a period.

AP Holds Details DMThe reports/dashboards based on this relationship set return information about held invoices in Payables.



The relationship set provides details of invoices that are on hold. The details can be analyzed by the hold date and organization (operating unit) dimensions, and attributes, such as the hold reason, status flag, and release reason.

• The relationship set can be used in reports/dashboards for obtaining the following:

• Invoices on hold for a period

• Applied hold details by hold reasons for organizations

See also: For details of the corresponding invoices, see the AP Invoices Details DM relationship set, and for details of the corresponding invoice lines, see the AP Invoice Lines Details DM relationship set.


AP Distributions Details DMThe reports/dashboards based on this relationship set returns information about invoice distributions in Payables. A record is returned for each combination of an invoice (AP_INVOICES_KEY), an invoice line number (INVOICE_LINE_NUMBER), a distribution line number (DISTRIBUTION_LINE_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the invoice distribution, prepay remaining, price variance, and total distribution amounts, and quantity-related measures, such as the corrected, invoiced, and price correction quantities. The measures for the invoice distribution, price variance, and unit amounts are returned in the local, functional, and global currencies. The measures for the taxable and total distribution amounts are returned in the primary and global currencies. These measures can be analyzed by dimensions, such as the daily conversion rate, account segment, accounting date, expenditure type, invoice date, liability account, organization (operating unit), project, set of books, task, and vendor, and attributes, such as the adjustment reason, canceled flag, posted flag, and reversal flag.

The AP Distributions Details and AP Invoice Distributions by Invoice Date and Accounting Date reports and Invoice Distributions dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Accounts distributed for invoices

• Distribution details for invoices

• Total distribution amounts by suppliers for a period

See also: For details of the invoice distributions associated with purchase order (PO) distributions, see the AP Distributions Details DM - IT Only relationship set, and for details of the invoice lines associated with invoices, see the AP Invoice Lines Details DM relationship set.


AP Distributions DetailsThis report returns detail-level information about the distribution amounts for invoices in Payables. The report displays information about invoice numbers, distribution line numbers, accounting dates, sources (of invoices), payment methods, and discount percentages.


AP Invoice Distributions by Invoice Date and Accounting DateThis report returns line-level information about the invoice and invoice distribution amounts for a date range in Payables. The report displays information about operating units, suppliers, invoices, accounting segments, and distribution line numbers.


After the report is rendered, you can use the Select By Date list to view the records by the invoice date or accounting date.

Invoice DistributionsThis dashboard enables the period-wise analysis of the contract spend by the operating unit and other dimensions and attributes in Payables.

Using the rolling, 12-month trend graph, you can drill down to the Invoice Distributions Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the cost centers, expenditure types, ledgers, natural accounts, operating units, projects, suppliers, and tasks can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single cost center, expenditure type, ledger, natural account, operating unit, project, supplier, or task can be displayed for a period. In both the reporting tools, the results can further be filtered by asset tracking flag values.


AP Distributions Details DM - IT ONLYThis relationship set links the invoice distributions in Payables to POs and their corresponding distributions in Purchasing.

The reports/dashboards based on this relationship set return information about invoice distributions in Payables.

NOTE: The relationship set is based on multiple fact tables and therefore does not have a precise granularity.


The relationship set provides amount-related measures, such as the invoice distribution, prepay remaining, price variance, and total distribution amounts, and quantity-related measures, such as the corrected, invoiced, and price correction quantities. The measures for the invoice distribution, price variance, and unit amounts are returned in the local, functional, and global currencies. The measures for the taxable and total distribution amounts are returned in the primary and global currencies. The other important measures are provided for invoice lines and invoices in Payables and distributions and PO distributions and transactions in Purchasing. These measures can be analyzed by dimensions, such as the daily conversion rate, account segment, accounting date, expenditure type, invoice date, liability account, organization (operating unit), project, set of books, task, and vendor, and attributes, such as the adjustment reason, canceled flag, posted flag, and reversal flag.


The AP Invoice Distributions by Quarter and Supplier - Invoice Date and Accounting Date, AP Invoice Distributions by Quarter and Supplier Type - Invoice Date and Accounting Date, and AP Invoice Distributions by Supplier Type - Invoice Date and Accounting Date reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Invoice distribution details by shipment types


• Distribution details for invoices

• Total distribution amounts by suppliers for a period

See also: For details of the corresponding invoices, see the AP Invoices Details DM relationship set, and for details of the corresponding invoice lines, see the AP Invoice Lines Details DM relationship set.

AP Invoice Distributions by Quarter and Supplier - Invoice Date and Accounting DateThis report returns line-level information about the invoice, paid, discount taken, and invoice distribution amounts based on the fiscal quarter and supplier in Payables. The report displays information about operating units, suppliers, invoices, and account segments.


In IBM Cognos BI, after the report is rendered, you can use the Select By Date list to view the records by the invoice date or accounting date.


AP Invoice Distributions by Quarter and Supplier Type - Invoice Date and Accounting DateThis report returns line-level information about the invoice, paid, discount taken, and invoice distribution amounts based on the fiscal quarter and supplier type in Payables. The report displays information about operating units, suppliers, invoices, and account segments.


In IBM Cognos BI, after the report is rendered, you can use the Select By Date list to view the records by the invoice date or accounting date.

AP Invoice Distributions by Supplier Type - Invoice Date and Accounting DateThis report returns line-level information about the invoice, paid, discount taken, and invoice distribution amounts based on the supplier type in Payables. The report displays information about operating units, suppliers, invoices, and account segments.


In both the reporting tools, after the report is rendered, you can use the Select By Date list to view the records by the invoice date or accounting date.


AP Invoice Analysis Summary DMThe reports/dashboards based on this relationship set return summarized information about invoice payments in Payables. A record is returned for each combination of a set of books (SET_OF_BOOKS_KEY), a vendor (VENDOR_KEY), an account segment (ACCOUNT_SEGMENT_KEY), an accounting date (ACCOUNTING_DATE), an invoice number (INVOICE_NUMBER), an item warehouse (ITEMWAREHOUSE_KEY), a PO number (PO_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides measures for the invoice distribution, unit, unit price, and price variance amounts and the quantity invoiced. The amount-related measures are returned in the functional, local, and global currencies. These measures can be analyzed by dimensions, such as the vendor, accounting date, set of books, item warehouse, and ship to company location, and attributes, such as the payment currency code and item type.

The Invoice Analysis dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Total spend amounts or contract spend amounts by suppliers

• Top 10 items by quantities invoiced

See also: For details of the corresponding invoices and invoice lines, see the AP Invoice Lines Details DM - IT ONLY relationship set, and for details of the corresponding invoice payments by additional facts and dimensions, see the AP Invoice Payments Details DM - IT ONLY relationship set.


Invoice AnalysisThis dashboard enables the period-wise analysis of the total spend by the ledger and other dimensions and attributes in Payables.

Using the rolling, 12-month trend graph, you can drill down to the Invoice Analysis Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the ledgers, warehouses, natural accounts, suppliers, items, item types, and ship-to locations can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single ledger, warehouse, natural account, supplier, item, item type, or ship-to location can be displayed for a period.

AP Invoice Distributions Details DM - IT ONLYThe reports/dashboards based on this relationship set return information about invoice distributions in Payables. A record is returned for each combination of an invoice identifier (INVOICE_ID), an invoice distribution identifier (INVOICE_DISTRIBUTION_ID), a distribution line number (DISTRIBUTION_LINE_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the invoice distribution, prepay remaining, price variance, retained remaining, rounding, statistical, taxable, total distribution, and unit amounts, and quantity-related measures, such as the variance, corrected, invoiced, and project item quantities. The measures related to the invoice distribution, price variance, taxable, total distribution, and unit amounts are returned in the local, functional, and global currencies. The other important measures are provided for the invoices in Payables. These measures can be analyzed by dimensions, such as the account segment, accounting date, invoice date, liability account segment, organization (operating unit), price account segment, project, rate account segment, set of books, task, and vendor, and attributes, such as the adjustment reason, cancellation flag, invoice type, posted flag, reversal flag, approval status, posting status, and prepay flag.


The AP Invoice Distributions by Invoice Date and Accounting Date report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Invoice distributions that are not posted for a period

• Invoice distributions by vendors


See also: For details of the corresponding invoice distributions and PO distributions, see the AP Distributions Details DM - IT Only relationship set, and for details of the corresponding invoice lines, see the AP Invoice Lines Details DM relationship set.

AP Invoice Distributions by Invoice Date and Accounting DateSee AP Invoice Distributions by Invoice Date and Accounting Date in AP Distributions Details DM.

AP Invoice Lines Details DMThe reports/dashboards based on this relationship set return information about invoice lines in Payables. A record is returned for each combination of an organization (ORGANIZATION_KEY), an invoice (AP_INVOICES_KEY), an invoice line number (LINE_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the daily, original, retained, line, included tax, total recoverable tax, and total nonrecoverable tax amounts, and measures for the quantity invoiced and project quantity. The original and line amount-related measures are returned in the local, functional, and global currencies, and the total recoverable tax and total nonrecoverable tax amounts are returned in the local and functional currencies. The quantity-related measures are returned in the transaction and global units of measure (UOMs). These measures can be analyzed by dimensions, such as the organization (operating unit), project, task, vendor, product, general ledger date, invoice date, and set of books, and attributes, such as the approval status, invoice type, posting status, and prepay flag.


The relationship set can be used in reports/dashboards for obtaining the following:

• Total tax amounts for invoices by vendors

• Invoice line details by vendors or payment statuses

• Top 10 vendors by invoice amounts

• Invoice details by vendors for a period

• Canceled invoice line details by vendors for a period

See also: For details of the corresponding invoice distributions, see the AP Invoice Distributions Details DM - IT ONLY relationship set, and for summarized details of the corresponding invoices, see the AP Invoice Analysis Summary DM relationship set.

AP Invoice Lines Details DM - IT ONLYThe reports/dashboards based on this relationship set return header and line information about invoices in Payables. A record is returned for each combination of an organization (ORGANIZATION_KEY), an invoice (AP_INVOICES_KEY), an invoice line number (LINE_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the daily, original, retained, receipt currency, included tax, line, total recoverable tax, and total nonrecoverable tax amounts, and the quantity invoiced and project quantity measures. The original and line amount-related measures are returned in the local, functional, and global currencies, and the total recoverable tax and total nonrecoverable tax amounts are returned in the local and functional currencies. The quantity-related measures are returned in the transaction and global UOMs. The other important measures are provided for the invoice headers in Payables. These measures can be analyzed by dimensions, such as the organization (operating unit), project, task, vendor, product, general ledger date, invoice date, and set of books, and attributes, such as the approval status, invoice type, posting status, and prepay flag.



• Total tax amounts for invoices by vendors

• Invoice line details by vendors or payment statuses


• Invoice details by vendors for a period

• Canceled invoice line details by vendors for a period

See also: For details of the other dimensions corresponding to the invoices, see the AP Invoices Details DM relationship set, and for details of the corresponding distributions, see the AP Distributions Details DM - IT ONLY relationship set.

AP Invoices Details DMThe reports/dashboards based on this relationship set return header information about invoices in Payables. A record is returned for each combination of an invoice header identifier (INVOICE_HEADER_ID) and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the invoice, approved, paid, canceled, discount taken, freight, and tax amounts. The amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the organization (operating unit), project, set of books, task, vendor, earliest settlement date, invoice date, canceled date, exchange date, expenditure type, and expenditure warehouse, and attributes, such as the approval ready flag and approval status.


The AP Invoice Details and AP Invoice Volume By Supplier reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:


• Top 10 vendors by paid amounts

• Top 10 invoices by discount amounts

See also: For details of the corresponding invoice payments, see the AP Invoice Payments Details DM relationship set, and for details of the corresponding invoice distributions, see the AP Distributions Details DM relationship set.

AP Invoice DetailsThis report provides detail-level information about invoices in Payables. The report displays information about amounts, payments, and suppliers.

Using the invoice number dimension, you can drill down to the AP Distributions Details report for details of the corresponding distributions.

AP Invoice Volume by SupplierThis report returns detail-level information about the volumes of invoices and their respective amounts in Payables. The report displays information about suppliers and invoices.


AP Open Invoices Details DMThe reports/dashboards based on this relationship set return information about open invoices in Payables. A record is returned for each combination of a payment schedule (PAYMENTSCHEDULE_KEY) and source system (MD_SOURCE_SYSTEM).



The relationship set provides measures, such as the discount remaining, discount available, gross, remaining, second discount available, and third discount available amounts. The amount-related measures are returned in the local, functional, and global currencies. The other important measures are provided for the payment schedules in Payables. The measures can be analyzed by the daily conversion rate, bank account, discount date, due date, exchange date, expenditure type, future pay due date, invoice date, organization (operating unit), project, second discount date, set of books, task, third discount date, and vendor dimensions, and attributes, such as the hold flag, invoice type, and payment code.

The Open Invoices dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Suppliers who have the most unpaid invoices

• Unpaid invoices that are due or past their due dates for organizations

• Outstanding amounts of invoices that are nearing or past their due dates

See also: For details of the corresponding invoices, see the AP Invoices Details DM relationship set; for details of the corresponding invoice lines, see the AP Invoice Lines Details DM relationship set; for details of the invoice lines and corresponding invoices, see the AP Invoice Lines Details DM - IT ONLY relationship set; for details of the corresponding invoice distributions, see the AP Distributions Details DM relationship set; and for details of the invoice distributions and corresponding invoices, invoice lines, and other related distributions, see the AP Distributions Details DM - IT ONLY relationship set.

Open InvoicesThis dashboard enables the analysis of the open amount by the ledger and other dimensions and attributes in Payables.

This dashboard does not have a drill report.


AP Checks Details DMThe reports/dashboards based on this relationship set return information about checks issued to suppliers in Payables. A record is returned for each combination of a check identifier (CHECK_ID), document sequence identifier (DOC_SEQUENCE_ID), document sequence value (DOC_SEQUENCE_VALUE), and source system (MD_SOURCE_SYSTEM).


The relationship set provides the check, cleared, cleared charges, and cleared error amounts. The amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the set of books, organization (operating unit), vendor, bank account, check date, cleared date, cleared exchange date, released date, treasury pay date, stopped date, void date, and future pay due date, and attributes, such as the status (of checks).

The AP Checks Details report and Checks dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Details of payments made after the due date

• Held payment details by vendors or hold reasons

• Top 10 vendors for a period by payments

See also: For details of the corresponding payments, see the AP Invoice Payments Details DM - IT ONLY relationship set, and for details of the corresponding payment schedules, see the AP Payment Schedules Details DM relationship set.

AP Checks DetailsThis report returns detail-level information about payments issued to suppliers in Payables. This report displays information about checks, suppliers, payment types, banks, and bank accounts.

Using the check number dimension, you can drill down to the AP Invoice Payment Register report for details of the corresponding invoices.


ChecksThis dashboard enables the period-wise analysis of the number of payments by ledgers and other dimensions and attributes in Payables.

Using the rolling, 12-month trend graph, you can drill down to the Checks Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the banks, ledgers, operating units, payment methods, and suppliers can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single bank, ledger, operating unit, payment method, or supplier can be displayed for a period.

AP Invoice Payments Details DMThe reports/dashboards based on this relationship set return information about invoice payments in Payables. A record is returned for each combination of an invoice payment identifier (INVOICE_PAYMENT_ID) and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the invoice, payment, and discount taken amounts. The invoice amount measure is returned in the functional and global currencies, and the payment, discount taken amount, and discount lost amount measures are returned in the functional, local, and global currencies. These measures can be analyzed by dimensions, such as the bank account, accounting date, invoice date, check date, due date, organization (operating unit), set of books, and vendor, and attributes, such as the accrual posted flag, invoice payment type, invoice type, posted flag, and reversal flag.


The AP Invoice Payment Details report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 vendors by discount taken amounts or payment amounts

• Average time taken for invoice payments for vendors

• Vendor payments for a period

• Vendor payments after the due date

See also: For details of the corresponding payments, see the AP Payment Schedules Details DM relationship set, and for details of the corresponding checks, see the AP Checks Details DM relationship set.

AP Invoice Payment DetailsThis report returns detail-level information about the payment, discount lost, and discount taken amounts for invoices in Payables. The report displays information about invoices, suppliers, and payments.

Using the invoice number dimension, you can drill down to the AP Invoice Details report for additional details about an invoice.


AP Invoice Payments Details DM - IT ONLYThe reports/dashboards based on this relationship set return information about invoice payments in Payables.



The relationship set provides amount-related measures, such as the invoice, payment, and discount taken amounts. The invoice amount measure is returned in the functional and global currencies, and the payment, discount taken amount, and discount lost amount measures are returned in the functional, local, and global currencies. The other important measures are provided for the checks, invoices, and payment schedules in Payables. These measures can be analyzed by dimensions, such as the bank account, accounting date, invoice date, check date, due date, organization (operating unit), set of books, and vendor, and attributes, such as the accrual posted flag, invoice payment type, posted flag, and reversal flag.

The AP Invoice Payment Register and AP Supplier Payment History reports and the Invoice Payments dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 vendors by discount taken amounts or payment amounts

• Average time taken for invoice payments for vendors

• Vendor payments for a period

• Vendor payments after the due date

See also: For additional details of the corresponding payment schedules, see the AP Payment Schedules Details DM relationship set, and for additional details of the corresponding checks, see the AP Checks Details DM relationship set.


AP Invoice Payment RegisterThis report returns detail-level information about invoice payments in Payables. The report displays information about invoices, checks, suppliers, and payments.


AP Supplier Payment HistoryThis report returns detail-level information about the payment amounts for suppliers in Payables. The report displays information about operating units, suppliers, payments, checks, and invoices.


Invoice PaymentsThis dashboard enables the period-wise analysis of the payment amount by the operating unit and other dimensions and attributes in Payables.

Using the rolling, 12-month trend graph, you can drill down to the Invoice Payments Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the expenditure categories, expenditure types, invoice types, ledgers, operating units, payment methods, payment terms, projects, project managers, project types, suppliers, supplier types, and tasks can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single expenditure category, expenditure type, invoice type, ledger, operating unit, payment method, payment term, project, project manager, project type, supplier, supplier type, or task can be displayed for a period.


AP Payment Schedules Details DMThe reports/dashboards based on this relationship set return information about payment schedules of invoices in Payables. A record is returned for each combination of an invoice (INVOICE_KEY), a payment number (PAYMENT_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides measures for the discount available, discount remaining, gross, remaining, second discount available, and third discount available amounts. The amount measures are returned in the local, functional, and global currencies. The other important measures are provided for the invoices in Payables. These measures can be analyzed by dimensions, such as the organization (operating unit), vendor, set of books, bank account, invoice date, due date, second discount date, and future pay date, and attributes, such as the approval status, invoice type, posting status, hold flag, and payment status flag.

The Payment Schedules and Cash Flow dashboards are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Projected cash requirements for scheduled payments for a period

• Scheduled payments for suppliers

• Outstanding payments by due dates

• Top 10 suppliers by discount taken amounts

See also: For open invoice details, see the AP Open Invoices Details DM relationship set; for invoice payment details, see the AP Invoice Payments Details DM relationship set; and for invoice aging details, see the AP Aging Summary DM relationship set.


Payment SchedulesThis dashboard enables the period-wise analysis of payment amounts by operating units and other dimensions and attributes in Payables.

Using the rolling, 12-month trend graph, you can drill down to the Payment Schedules Details report.

The dashboard is available in only Oracle Business Intelligence, and the drilldown is available on only the line graph.

Cash FlowThis dashboard enables the year-wise and quarter-wise analysis of the cash outflow and inflow by the operating unit and ledger in Receivables.


AP Payment Schedules Details DM - IT ONLYThe reports/dashboards based on this relationship set return information about payment schedules of invoices in Payables. A record is returned for each combination of an invoice (INVOICE_KEY), a payment number (PAYMENT_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides measures for the discount available, discount remaining, gross, remaining, second discount available, and third discount available amounts. The amount measures are returned in the local, functional, and global currencies. The other important measures are provided for the invoices in Payables. These measures can be analyzed by dimensions, such as the organization (operating unit), vendor, set of books, bank account, invoice date, and due date, and attributes, such as the approval status, posting status, hold flag, and payment status flag.


The AP Payment Schedule Details report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Projected cash requirements for scheduled payments for a period

• Scheduled payments for suppliers

• Outstanding payments by due dates

• Top 10 suppliers by discount taken amounts

See also: For open invoice details, see the AP Open Invoices Details DM relationship set; for invoice payment details, see the AP Invoice Payments Details DM relationship set; and for invoice aging details, see the AP Aging Summary DM relationship set.

AP Payment Schedule DetailsThis report returns detail-level information about payment schedules for invoices in Payables. The report displays information about invoices, payments, and discounts.

Using the invoice number dimension, you can drill down to the AP Invoice Details report for additional details about an invoice.

AP Invoice Subledger Details DM - IT ONLYThis relationship set links an invoice in Payables to a journal entry and journal entry lines in Oracle Subledger Accounting and then a journal entry line in Subledger Accounting to a journal entry and journal entry lines in General Ledger.

The reports/dashboards based on this relationship set return information about subledger journals created for invoices in Payables.




The relationship set provides measures, such as the applied to discount, check, cleared, invoice freight, invoice tax, payment, and Subledger Accounting distribution detail credit and debit amount measures; and the invoiced quantity measure. The applied to discount, check, cleared, invoice approval, invoice distribution, invoice freight, invoice paid, invoice payment total, invoice statistical, invoice tax, journal entry credit and debit, payment, payment discount lost, payment discount taken, price variance, Subledger Accounting credit and debit, Subledger Accounting distribution detail credit and debit, and unit amounts are provided in the local, functional, and global currencies. The other important measures are provided for invoices and distributions in Payables and for general ledger details in General Ledger. These measures can be analyzed by dimensions, such as the set of books, vendor, invoice date, accounting date, account segment, and General Ledger account segment, and attributes, such as the accounting entry type, general ledger transfer status, invoice type, and posted flag.

The AP Posted Invoice Register and GL AP Subledger Summary reports and the GL AP Subledger Details drill report are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Posted journals of invoices for an accounting period

• Top 10 invoices by payment discount taken amounts or payment discount lost amounts

See also: For details of the corresponding invoices, see the AP Invoices Details DM relationship set, and for details of the corresponding distributions, see the AP Distributions Details DM relationship set.

AP Posted Invoice RegisterThis report returns detail-level information about the invoices in Payables that are posted to General Ledger. The report displays information about invoices, journal entries, and suppliers.


The columns pertaining to journal entry credit and debit amounts in local, functional, and global currencies appear for only Oracle E-Business Suite versions before Release 12. The columns pertaining to subledger distribution credit and debit amounts in local, functional, and global currencies appear for only Release 12 and later.


GL AP Subledger SummaryThis report returns information about the journals created in General Ledger for the invoices in Payables. The report displays information about journals, debit and credit amounts, and accounting structures.

Using the journal entry line number dimension, you can drill down to the GL AP Subledger Details report for additional details about a journal entry line.

GL AP Subledger DetailsThis report returns detail-level information about the invoice distribution amounts posted through Subledger Accounting to General Ledger for suppliers in Payables. The report displays information about journal entries, invoices, payments, suppliers, and accounting structures.


The report is available for only Release 12 and later and can be accessed only through the GL AP Subledger Summary report.

AP Subledger Details DMThis relationship set links an invoice in Payables to a journal entry and journal entry lines in Subledger Accounting and then a journal entry line in Subledger Accounting to a journal entry and journal entry lines in General Ledger.

The reports/dashboards based on this relationship set return information about subledger journals created for invoices and payments in Payables. A record is returned for each combination of an invoice distribution (AP_DISTRIBUTIONS_KEY), an invoice (AP_INVOICES_KEY), a set of books (SETS_OF_BOOKS_KEY), a subledger distribution line number (SLA_DISTR_DETAIL_LINE_NUMBER), and a source system (MD_SOURCE_SYSTEM).



The relationship set provides amount-related measures, such as the applied to discount, check, cleared, invoice distribution, invoice freight, invoice tax, journal entry credit, journal entry debit, payment, and price variance amounts, and distributions for credit and debit amounts in Subledger Accounting. The amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the set of books, vendor, checked date, cleared date, accounting date, account segment, and general ledger account segment, and attributes, such as the account type, general ledger transfer status, invoice type, and posted flag.

The AP Subledger Details, GL AP Subledger Summary, and GL AP Subledger Summary by Organization reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Posted journal details for payments for an accounting period

• Journals for supplier payments for an accounting period

• Invoices for departments or cost centers for an accounting period

• Posted details of invoices for an accounting period

See also: For invoice details, see the AP Invoices Details DM relationship set, and for check details, see the AP Checks Details DM relationship set.

AP Subledger DetailsThis report returns detail-level information about the invoice subledgers in Payables. The report displays information about suppliers, journal entries, and invoices.


The columns pertaining to subledger distribution credit and debit amounts in local, functional, and global currencies appear for only Release 12 and later.

GL AP Subledger SummarySee GL AP Subledger Summary in AP Invoice Subledger Details DM - IT ONLY.


GL AP Subledger Summary By OrganizationThis report returns detail-level information about the invoice distribution amounts and subledger distribution credit and debit amounts based on the operating unit in General Ledger. The report displays information about operating units, charts of accounts, accounting structures, invoices, suppliers, account types, posting statuses, and accounting dates.


The report is available for only Release 12 and later.

AP Subledger Details DM - IT ONLYThis relationship set links an invoice in Payables to a journal entry and journal entry lines in Subledger Accounting and then a journal entry line in Subledger Accounting to a journal entry and journal entry lines in Oracle General Ledger.

The reports/dashboards based on this relationship set return information about subledger journals created for invoices and payments in Payables.



The relationship set provides amount-related measures, such as the applied to discount, check, cleared, invoice distribution, invoice freight, invoice tax, journal entry credit, journal entry debit, payment, and price variance amounts, and distributions for credit and debit amounts in Subledger Accounting. The amount-related measures are returned in the local, functional, and global currencies. The other important measures are provided for checks, invoices, invoice distributions, and invoice payments in Payables; for ledger details in General Ledger; and for PO distributions in Oracle Purchasing. These measures can be analyzed by dimensions, such as the set of books, vendor, checked date, cleared date, accounting date, account segment, and general ledger account segment, and attributes, such as the account type, general ledger transfer status, invoice type, and posted flag.



• Posted journal details for payments for an accounting period

• Journals for supplier payments for an accounting period

• Invoices for departments or cost centers for an accounting period


See also: For details of the corresponding invoices, see the AP Invoices Details DM relationship set, and for details of the corresponding checks, see the AP Checks Details DM relationship set.


Noetix Analytics for Oracle Receivables

Noetix Analytics for Oracle Receivables provides relationship sets for the support of the following subject areas to meet the needs of sales managers:

• Invoice aging: The following relationship sets provide invoice aging-related information, such as outstanding invoices by aging buckets and quantities invoiced with respect to requested and promised dates:

• AR Aging Summary DM

• AR Customer Service Promised Bucket Summary DM

• AR Customer Service Promised Bucket Snapshot Summary DM

• AR Customer Service Requested Bucket Summary DM

• AR Customer Service Requested Bucket Snapshot Summary DM

• AR Payment Schedules Details DM

• Cash receipts: The following relationship sets provide information about cash receipts and distributions generated by different stages in the life cycle of a cash receipt:

• AR Cash Receipts Details DM

• AR Cash Receipts Details DM - IT ONLY

• AR Distributions Details DM

• AR Distributions Details DM - IT ONLY


• Invoices: The following relationship sets provide information about invoices, invoice lines, and invoice distributions:

• AR Adjustments Details DM

• AR Invoice Headers Details ODS

• AR Invoice Details ODS

• AR Invoice Lines Details DM

• AR Invoice Lines Details DM - IT ONLY

• Subledgers: The following relationship sets provide information about subledger journals created for invoices and receipts in Receivables:

• AR Subledger Details DM

• AR Subledger Details DM - IT ONLY

• Margin analysis: The following relationship sets provide information about revenues for the model, kit, and standard item types in Receivables:

• AR Revenue Margin Summary DM

• AR Top Model Margins Summary DM

• Setup: The following relationship set provides setup-related information in Receivables:

• AR Customer Calls Details ODS

• AR Customer Code Assignments Details ODS

• AR Customer Contact Point Details ODS

• AR Customer Organization Contact Details ODS

• AR Customer Organization Profiles Details ODS

• AR Customer Orig System Reference Details ODS


• AR Customer Profile Amounts Details DM

• AR Customer Profiles Details ODS

• AR Customer Receipt Method Details ODS

• AR Customer Relations Bridge DM

• AR Customer Relations Details ODS

• AR Receipt Method Accounts Details ODS

• AR Receivables Transactions Details DM

• AR Salesrep Bridge DM

• CUST Organization Profile Extension Details ODS

• CUST Person Profiles Details ODS

• CUST Profile Amounts Details ODS


AR Aging Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about remaining due amounts in Receivables. The remaining due amounts are returned in buckets that correspond to aging sets. The buckets represent the difference between the current and due dates.



The relationship set provides amount-related measures, such as the remaining due, adjustment, in dispute, and late amounts. The amount measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the sold-to customer, invoice date, due date, bill-to customer, sales representative, organization (operating unit), set of books, snapshot date, and general ledger date, and attributes, such as the aging set name, bucket name, invoice number, invoice source name, and receipt status.

The AR Aging for Invoice Summary, AR Aging Summary, AR Aging Summary by Sales Representative, AR Open Receivables/Aging - Top 10, AR Aging Details by Sales Rep - <Sales_representative_name>, and AR Aging Details reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Remaining due amounts by aging buckets for an aging set for a period or a snapshot date

• Top 10 organizations, sales representatives, items, customers, or item types by remaining due amounts or dispute amounts within a period

• Remaining due amounts by payment terms or receipt types within a period

See also: For details of the corresponding invoice lines, see the AR Invoice Lines Details DM relationship set.


AR Aging for Invoice SummaryThis report returns summarized, bucketed information about the remaining due amounts for invoices in Receivables. The report displays information about operating units, aging sets, buckets, customers, and invoices.


AR Aging SummaryThis report returns summarized, bucketed information about the remaining due amounts for customer categories in Receivables. The report displays information about operating units.

Using the customer category or bucket name dimension, you can drill down to the AR Aging Details report for additional details about an invoice.

AR Aging Summary by Sales RepresentativeThis report returns summarized, bucketed information about the remaining due amounts for invoices categorized by sales representatives in Receivables. The report displays information about operating units and customer categories.

Using the sales representative dimension, you can drill down to the AR Aging Details by Sales Rep - <Sales_representative_name> report for additional details of an invoice.

AR Open Receivables/Aging - Top 10This report returns summarized, bucketed information about remaining due amounts for customer categories, customers, collectors, sales representatives, operating units, and aging sets in Receivables. The report displays information about global open receivables, past due receivables, current receivables, and unapplied receipts.

Using the customer category, customer, collector, sales representative, operating unit, or bucket name dimension, you can drill down to the AR Open Receivable Aging Details report.


Unlike other reports, this report also has a graphical component. The bar graph and adjacent table return the top 10 customer categories, customers, collectors, sales representatives, or operating units by remaining due amounts. In IBM Cognos BI, the drilldown is not available for the operating unit dimension. In Oracle Business Intelligence, when Operating Unit is selected in the Analysis By list, the records cannot be further filtered according to any selection in the Operating Unit list.

AR Aging Details by Sales Rep - <Sales_representative_name>This report returns detail-level, bucketed information about the remaining due amounts of invoices for a sales representative in Receivables. The report displays information about customers, buckets, aging sets, invoices, and payments.


The report can be accessed only through the AR Aging Summary by Sales Representative report.

AR Aging DetailsThis report returns detail-level information about the remaining due amounts for customers in Receivables. The report displays information about customers and aging sets.


The report can be accessed only through the AR Aging Summary report.


AR Customer Service Promised Bucket Summary DMThe reports/dashboards based on this relationship set return summarized information about quantities invoiced in Receivables. The quantities invoiced are returned in buckets that correspond to aging sets. The buckets represent the difference between the promised and actual shipped dates. A record is returned for each combination of a ship to customer (SHIP_TO_CUSTOMER_KEY), an item warehouse (ITEMWAREHOUSE_KEY), a ship from warehouse (SHIP_FROM_WAREHOUSE_KEY), a set of books (SET_OF_BOOKS_KEY), a product (PRODUCT_KEY), a promised date (PROMISE_DATE), an actual shipped date (ACTUAL_SHIPPED_DATE), an aging set name (AGING_SET_NAME), a promised bucket name (PROMISED_BUCKET_NAME), a bucket order (BUCKET_ORDER), a transaction unit of measure (TRANSACTION_UOM), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides the quantity invoiced measure. This measure can be analyzed by dimensions, such as the actual shipped date, promised date, ship from warehouse, product, set of books, and ship-to customer, and attributes, such as the aging set name, promised bucket name, and bucket order.


• Top 10 products or item types by quantities invoiced for a period

• Quantities invoiced by promised buckets, ship from warehouses, or ship to customers for a period

See also: For details that can be used in trending analyses, see the AR Customer Service Promised Bucket Snapshot Summary DM relationship set.


AR Customer Service Promised Bucket Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about quantities invoiced in Receivables. The quantities invoiced are returned in buckets that represent the difference between the promised and actual shipment dates. The buckets are further categorized into aging sets. A record is returned for each combination of a snapshot date (SNAPSHOT_DATE), a ship to customer (SHIP_TO_CUSTOMER_KEY), an item warehouse (ITEMWAREHOUSE_KEY), a ship from warehouse (SHIP_FROM_WAREHOUSE_KEY), a set of books (SET_OF_BOOKS_KEY), a product (PRODUCT_KEY), an actual shipped date (ACTUAL_SHIPPED_DATE), a promised date (PROMISE_DATE), an aging set name (AGING_SET_NAME), a promised bucket name (PROMISED_ BUCKET_NAME), a bucket order (BUCKET_ORDER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides measures related to the quantity invoiced. These measures can be analyzed by dimensions, such as the snapshot date, ship-to customer, actual shipped date, item warehouse, product, and set of books, and attributes, such as the snapshot date, aging set name, promised bucket name, and promised date.


• Top 10 products by quantities invoiced for a snapshot date

• Quantities invoiced by aging buckets of an aging set for a snapshot date

• Top 10 item types by quantities invoiced for a snapshot date

• Quantities invoiced by warehouses or ship to customers for a snapshot date

IMPORTANT: For accurate results, all trending reports must be based on the snapshot date field.

See also: For the latest summarized bucket-wise information about quantities invoiced, see the AR Customer Service Promised Bucket Summary DM relationship set.


AR Customer Service Requested Bucket Summary DMThe reports/dashboards based on this relationship set return summarized information about quantities invoiced in Receivables. The quantities invoiced are returned in buckets that correspond to aging sets. The buckets represent the difference between the requested and actual shipped dates. A record is returned for each combination of a ship to customer (SHIP_TO_CUSTOMER_KEY), an item warehouse (ITEMWAREHOUSE_KEY), a ship from warehouse (SHIP_FROM_WAREHOUSE_KEY), a set of books (SET_OF_BOOKS_KEY), a product (PRODUCT_KEY), an actual shipped date (ACTUAL_SHIPPED_DATE), a requested date (REQUEST_DATE), an aging set name (AGING_SET_NAME), a bucket order (BUCKET_ORDER), a requested bucket name (REQUESTED_BUCKET_NAME), a transaction unit of measure (TRANSACTION_UOM), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides the quantity invoiced measure. The quantity invoice measure is returned in the transaction and global units of measure (UOMs). This measure can be analyzed by dimensions, such as the actual shipped date, requested date, ship-to customer, product, set of books, and ship from warehouse, and attributes, such as the aging set name, requested bucket name, and bucket order.


• Top 10 products or item types by quantities invoiced for a period

• Quantities invoiced by requested buckets, ship from warehouses, or ship to customers for a period

See also: For details that can be used in trending analyses, see the AR Customer Service Requested Bucket Snapshot Summary DM relationship set.


AR Customer Service Requested Bucket Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about quantities invoiced in Receivables. The quantities invoiced are returned in buckets that correspond to aging sets. The buckets represent the difference between the requested and actual shipment dates. A record is returned for each combination of a snapshot date (SNAPSHOT_DATE), a ship to customer (SHIP_TO_CUSTOMER_KEY), an item warehouse (ITEMWAREHOUSE_KEY), a ship from warehouse (SHIP_FROM_WAREHOUSE_KEY), a product (PRODUCT_KEY), an aging set name (AGING_SET_NAME), a requested bucket name (REQUESTED_BUCKET_NAME), a bucket order (BUCKET_ORDER), a requested date (REQUEST_DATE), an actual shipped date (ACTUAL_SHIPPED_DATE), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides measures related to the quantity invoiced. These measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the actual shipped date, product, set of books, ship-to customer, and snapshot date, and attributes, such as the aging set name, requested bucket name, requested date, and item type.


• Top 10 products by quantities invoiced for a snapshot date

• Quantities invoiced by aging buckets for a snapshot date

• Top 10 item types by quantities invoiced for a snapshot date

• Quantities invoiced by ship from warehouses/ship to customers for a snapshot date

IMPORTANT: For accurate results, all trending reports must be based on the Snapshot Date field.

See also: For the latest summarized, bucket-wise information about the quantities invoiced, see the AR Customer Service Requested Bucket Summary DM relationship set.


AR Payment Schedules Details DMThe reports/dashboards based on this relationship set return information about payment schedules for invoices in Receivables. A record is returned for each combination of a payment schedule identifier (PAYMENT_SCHEDULE_ID) and source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the adjusted, adjusted pending, applied, credited, earned discount taken, unearned discount taken, freight original, freight remaining, line items original, line items remaining, original due, remaining due, tax original, and tax remaining amounts. The amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the bill-to customer, ship-to customer, primary sales representative, organization, bank account (operating unit), set of books, actual closed date, invoice date, due date, dispute date, general ledger date, and receipt date, and attributes, such as the payment status, complete flag, and invoice number.

The AR Payment Schedule Details report and the Cash Flow and Payment Schedules dashboards are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Adjusted amounts by transaction classes within a period

• Applied amounts by transaction classes, customers, or sales representatives

• Remaining due amounts by customers, organizations, or sales representatives within a period

• Original due amounts versus remaining due amounts by customers or organizations within a period

• Invoice to payment cycles by organizations, transaction classes, or customers

• Top 10 customers by remaining due amounts within a period

See also: For details of the corresponding invoice lines, see the AR Invoice Lines Details DM relationship set; for aging details of the corresponding remaining due amounts, see the AR Aging Summary DM relationship set; and for details of the corresponding adjustments, see the AR Adjustments Details DM relationship set.


AR Payment Schedule DetailsThis report returns detail-level information about payment schedules for invoices in Receivables. The report displays information about customers, invoices, receipts, and payments.


In Oracle Business Intelligence, after the report is rendered, you can filter the records by local, functional, or global currency. In IBM Cognos BI, before the report is rendered, you can select columns pertaining to the local, functional, and global currencies for inclusion in the report.

Cash FlowThis dashboard enables the year-wise and quarter-wise analysis of the cash outflow and inflow by the operating unit and ledger in Receivables.


Payment SchedulesThis dashboard enables the period-wise analysis of the outstanding amount by the operating unit and other dimensions and attributes in Receivables.

Using the rolling, 12-month trend graph, you can drill down to the Payment Schedules Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, ledgers, bill-to customers, ship-to customers, sales representatives, and transaction classes can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, ledger, bill-to customer, ship-to customer, sales representative, or transaction class can be displayed for a period.


AR Cash Receipts Details DMThe reports/dashboards based on this relationship set return information about cash receipts in Receivables. A record is returned for each combination of a cash receipt identifier (CASH_RECEIPT_ID), Receivables application identifier (RECEIVABLE_APPLICATION_ID), and source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the applied amount; applied freight, line, receivables charges, and tax amounts; earned and unearned discount taken amounts; and freight, line, and tax earned and unearned discount taken amounts. The amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the bill-to customer, ship-to customer, primary sales representative, apply date, deposit date, dispute date, due date, general ledger posted date, general ledger closed date, reversal general ledger date, invoice date, issue date, posting through date, receipt reversal date, receipt date, actual shipped date, actual value date, actual closed date, anticipated clearing date, bank account, account segment, set of books, and organization (operating unit), and attributes, such as the confirmed flag, cash receipt payment type, transaction class, receipt number, receipt type, receipt status, payment schedule status, and reversal reason code.

The AR Cash Receipt - Application Details report and Payments dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Applied amounts by customers by receipt statuses within a period

• Applied amounts versus unapplied amounts by organizations or customers

• Earned discount taken amounts by item types or customers

• Earned discount taken amounts versus unearned discount taken amounts by item types or customers

See also: For details of the corresponding invoice lines, see the AR Invoice Lines Details DM relationship set, and for details of the corresponding remaining due amounts, see the AR Payment Schedules Details DM relationship set.


AR Cash Receipt - Application DetailsThis report returns detail-level information about standard (cash) receipts for invoices in Receivables. The report displays information about customers; receipts; and applied, applied freight, line, charges earned and unearned, and tax amounts.


In Oracle Business Intelligence, after the report is rendered, you can view the records by local, functional, or global currency. In IBM Cognos BI, before the report is rendered, you can select columns pertaining to the local, functional, and global currencies for inclusion in the report.

PaymentsThis dashboard enables the period-wise analysis of the applied amount by the operating unit and other dimensions and attributes in Receivables.

Using the rolling, 12-month trend graph, you can drill down to the Payments Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, ledgers, customers, bank accounts, and receipt types can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, ledger, customer, bank account, or receipt type can be displayed for a period.


AR Cash Receipts Details DM - IT ONLYThe reports/dashboards based on this relationship set return information about cash receipts in Receivables.



The relationship set provides amount-related measures, such as the applied amount; applied freight, line, receivables charges, and tax amounts; earned and unearned discount taken amounts; and freight, line, and tax earned and unearned discount taken amounts. The amount-related measures are returned in the local, functional, and global currencies. The other important measures are provided for the payment schedules in Receivables. These measures can be analyzed by dimensions, such as the bill-to customer, ship-to customer, primary sales representative, apply date, deposit date, dispute date, due date, general ledger posted date, general ledger closed date, reversal general ledger date, invoice date, issue date, posting through date, receipt reversal date, receipt date, actual shipped date, actual value date, actual closed date, anticipated clearing date, bank account, account segment, set of books, and organization (operating unit), and attributes, such as the confirmed flag, cash receipt payment type, transaction class, receipt number, receipt type, receipt status, payment schedule status, and reversal reason code.


• Applied amounts by customers by receipt statuses within a period

• Applied amounts versus unapplied amounts by organizations or customers

• Earned discount taken amounts by item types or customers


• Earned discount taken amounts versus unearned discount taken amounts by item types or customers

• Remaining due amounts by customers, item types, items, or sales representatives

• Original due amounts versus remaining due amounts by customers, item types, or items within a period


AR Distributions Details DMThe reports/dashboards based on this relationship set return information about invoice distributions in Receivables. This information is displayed on the Distributions window of Receivables. A record is returned for each combination of an invoice distribution identifier (INVOICE_LINE_GL_DIST_ID) and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the revenue, prorated total cost, prorated total material cost, prorated total material overhead cost, and prorated total operation cost amounts, and quantity-related measures, such as the prorated quantity invoiced and credited. The revenue amount measure is returned in the local, functional, and global currencies, and the prorated total cost-related measures are returned in the functional and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the account segment, product, sales representative, organization (operating unit), invoice date, order date, general ledger date, general ledger posted date, original general ledger date, set of books, and ship from warehouse, and attributes, such as the account class code, invoice number, invoice type, and invoice source name.


The AR Distributions Details and AR Transaction Register reports and the Invoice Distributions dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Revenue amounts by account segments, products, or customers

• Quantities invoiced against quantities ordered or revenue amounts by organizations or customers

See also: For details of the corresponding invoice lines, see the AR Distributions Details DM - IT ONLY relationship set, and for summarized details of the corresponding invoice distributions, see the AR Distributions Summary DM relationship set.

AR Distributions DetailsThis report returns detail-level information about the account distributions for revenue and other receivable amounts in Receivables. The report displays information about customers, invoices, sales orders, items, and accounting structures.


AR Transaction RegisterThis report returns detail-level information about the revenue amounts for customers in Receivables. The report displays information about operating units, customers, invoices, general ledger dates, and exchange rates.



Invoice DistributionsThis dashboard enables the period-wise analysis of the receivables by the operating unit and other dimensions and attributes in Receivables.

Using the rolling, 12-month trend graph, you can drill down to the Invoice Distributions Details report.

The drilldown is available on the line graph for the details for all the operating units, ledgers, customers, sales representatives, and items for a period and on the bar graph for the details for a single operating unit, ledger, customer, sales representative, or item for a period.

AR Distributions Details DM - IT ONLYThe reports/dashboards based on this relationship set return information about invoice distributions in Receivables.



The relationship set provides amount-related measures, such as the revenue, prorated total cost, prorated total material cost, prorated total material overhead cost, and prorated total operation cost amounts, and quantity-related measures, such as the prorated quantity invoiced and credited. The revenue amount measure is returned in the local, functional, and global currencies, and the total cost-related measures are returned in the functional and global currencies. The quantity-related measures are returned in the transaction and global UOMs. The other important measures are provided for the invoice line details in Receivables. These measures can be analyzed by dimensions, such as the account segment, product, sales representative, organization (operating unit), invoice date, sales order date, general ledger date, general ledger posted date, original general ledger date, set of books, and ship from warehouse, and attributes, such as the account class code, invoice number, invoice type, and invoice source name.



• Distributed amounts by account class codes or account segments

• Revenue amounts by account segments or products or customers

• Posted distributions by account segments

• Distributions details along with invoice line details

• Quantities invoiced against quantities ordered or revenue amounts by organizations or customers

See also: For details of the corresponding summarized invoice distributions, see the AR Distributions Summary DM relationship set.

AR Adjustments Details DMThe reports/dashboards based on this relationship set return information about adjustments for invoices at the header or line level in Receivables. A record is returned for each combination of an organization (ORGANIZATION_KEY), an adjustment identifier (ADJUSTMENT_ID), an adjustment number (ADJUSTMENT_NUMBER), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the adjustment and freight, line, and receivables charges adjusted amounts. The adjustment amount measure is returned in the local, functional, and global currencies. The other important measures are provided for the invoice lines in Receivables. These measures can be analyzed by dimensions, such as the account segment, apply date, general ledger date, organization (operating unit), set of books, and general ledger posted date, and attributes, such as the adjustment type, adjustment status, and reason code.

The AR Adjustments Details report and Adjustments dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Invoice adjustments by adjustment types or organizations

• Invoice adjustments within a period by natural accounts


• Freight adjustments, tax adjustments, and receivables charges adjustments by adjustment types or organizations

• Top 10 adjustments by adjustment amounts for organizations

See also: For details of the corresponding invoice distributions, see the AR Distributions Details DM relationship set, and for details of the corresponding payment schedules, see the AR Payment Schedules Details DM relationship set.

AR Adjustments DetailsThis report returns detail-level information about adjustments for invoices in Receivables. The report displays information about adjustments, ledgers, charts of accounts, operating units, and accounting structures.


AdjustmentsThis dashboard enables the period-wise analysis of the adjustment amount by the adjustment type and other dimensions and attributes in Receivables.

Using the rolling, 12-month trend graph, you can drill down to the Adjustments Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the adjustment types, ledgers, natural accounts, and operating units can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single adjustment type, ledger, natural account, or operating unit can be displayed for a period.


AR Invoice Lines Details DMThe reports/dashboards based on this relationship set return information about invoice lines in Receivables. A record is returned for each combination of an invoice line (INVOICE_LINE_ID) and a source system (MD_SOURCE_SYSTEM).


The relationship set provides amount-related measures, such as the extended, revenue, unit, line freight, line tax, standard material cost, standard material overhead cost, standard resource cost, standard outside processing cost, standard overhead cost, total cost, and unit cost amounts, and quantity-related measures, such as the quantity invoiced and ordered. The extended, revenue, total list, unit, and line amount-related measures are returned in the local, functional, and global currencies, and standard amount-related and total cost measures are returned in the functional and global currencies. The quantity-related measures are returned in the functional and global UOMs. These measures can be analyzed by dimensions, such as the bill-to customer, ship-to customer, sold-to customer, set of books, primary sales representative, product, organization (operating unit), ship from warehouse, invoice date, sales order date, and actual shipped date, and attributes, such as the invoice type, invoice line type, invoice number, invoice source name, and payment terms.

The AR Invoice Lines Details report and Invoice Lines dashboard are based on this relationship set; the dashboard is available for only Oracle Business Intelligence. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Quantities invoiced versus quantities ordered by organizations or item types

• Quantities invoiced versus revenue amounts by organizations or item types

• Revenue amounts by organizations, products, or customers for a period

• Invoice line details by organizations, customers, sales representatives, or ship from warehouses


• Top 10 customers by revenue amounts within a period

• Top 10 products by invoice amounts within a period

See also: For details of the corresponding invoice distributions, see the AR Distributions Details DM relationship set; for details of the corresponding sales orders, see the AR Invoice Lines Details - IT ONLY DM relationship set; and for details of the corresponding payment schedules, see the AR Payment Schedules Details DM relationship set.

AR Invoice Lines DetailsThis report returns detail-level information about the unit, total cost, extended, and revenue amounts for invoice lines in Receivables. The report displays information about customers, invoices, purchase orders (POs), sales channels, and payments.

Using the invoice number dimension, you can drill down to the AR Distributions Details report for additional details about an invoice.

Invoice LinesThis dashboard enables the period-wise analysis of the revenue by the ledger and other dimensions and attributes in Receivables.

Using the rolling, 12-month trend report, you can drill down to the Invoice Lines Details report.

The drilldown is available on the line graph for the details of all the bill-to customers, items, ledgers, operating units, sales representatives, ship-from warehouses, ship-to customers, and sold-to customers for a period and on the bar graph for the details of a single bill-to customer, item, ledger, operating unit, sales representative, ship-from warehouse, ship-to customer, or sold-to customer for a period.


AR Invoice Lines Details DM - IT ONLYThis relationship set links invoice lines in Receivables with sales order lines that originate in Order management.

The reports/dashboards based on this relationship set return information about invoice lines in Receivables.



The relationship set provides amount-related measures, such as the extended, revenue, unit, line freight, line tax, standard material cost, standard material overhead cost, standard resource cost, standard outside processing cost, standard overhead cost, and standard unit cost amounts, and quantity-related measures, such as the quantity invoiced and ordered. The extended, revenue, total list, unit cost, and unit list amounts are returned in the local, functional, and global currencies; line amount-related measures are returned in the local and functional currencies; and standard amount-related and total cost measures are returned in the functional and global currencies. The quantity-related measures are returned in the functional and global UOMs. The other important measures are provided for the order lines in Order Management. These measures can be analyzed by dimensions, such as the bill-to customer, ship-to customer, set of books, primary sales representative, product, organization (operating unit), ship from warehouse, invoice date, sales order date, and actual shipped date, and attributes, such as the invoice type, invoice line type, invoice number, invoice source name, and payment terms name.


• Sales order lines details by customers

• Sales margins by customers

• Average revenue realization times by customers

• Revenue amounts by organizations, products, or customers for a period


• Invoice line details by organizations, customers, sales representatives, or ship from warehouses

• Top 10 customers by revenue amounts within a period

• Top 10 products by invoice amounts within a period

See also: For details of the corresponding distributions, see the AR Distributions Details DM relationship set, and for the details of payment schedules, see the AR Payment Schedules Details DM relationship set.

AR Subledger Details DMThis relationship set links an invoice in Receivables to a journal entry and journal entry lines in Subledger Accounting and then a journal entry line in Subledger Accounting to a journal entry and journal entry lines in General Ledger.

The reports/dashboards based on this relationship set return information about subledger journals created for invoices and receipts in Receivables.



The relationship set provides amount-related measures, such as the adjustment, applied, applied charges, applied freight, applied line, applied tax, applied receivables charges, revenue, cash receipt, distribution, earned discount, unearned discount, extended, freight adjusted, journal entry credit and debit, and Subledger Accounting distributed credit and debit amounts, and the ordered and credited quantity measures. The amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the account segment, set of books, customer, general ledger date, general ledger posted date, cash receipt date, cash receipt exchange rate, and invoice date, and attributes, such as the receipt type, reversal reason code, invoice type, cash receipt confirmed flag, journal entry source, journal entry category, period name, transaction number, and accounting class.



• Posted journal details for an accounting period

• Journal entry debit and credit amounts by journal categories or invoice sources or account segments for an accounting period

• Distribution amounts or adjusted amounts or revenue amounts by account segments or customers


See also: For details of the corresponding invoice lines, see the AR Invoice Lines Details DM relationship set, and for details of the corresponding cash receipts, see the AR Cash Receipts Details DM relationship set.

AR Subledger Details DM - IT ONLYThis relationship set links an invoice in Receivables to a journal entry and journal entry lines in Subledger Accounting and then a journal entry line in Subledger Accounting to a journal entry and journal entry lines in General Ledger.

The reports/dashboards based on this relationship set return information about subledger journals created for invoices and receipts in Receivables.




The relationship set provides amount-related measures, such as the adjustment, applied, applied freight, applied line, applied tax, receivables charges adjusted, revenue, cash receipt, distribution, earned discount, unearned discount, extended, freight adjusted, journal entry credit and debit, and Subledger Accounting distributed credit and debit amounts, and the invoiced and credited quantity measures. The amount-related measures are returned in the local, functional, and global currencies. The other important measures are provided for the adjustments, cash receipts, distributions, invoice headers, invoice lines, and applications in Receivables and ledgers in General Ledger. These measures can be analyzed by dimensions, such as the account segment, customer, general ledger date, general ledger posted date, cash receipt date, cash receipt exchange rate date, transaction date, invoice date, and set of books, and attributes, such as the receipt type, reversal reason code, invoice type, cash receipt confirmed flag, journal entry source, journal entry category, period name, transaction number, and accounting class.

The GL AR Subledger Summary and GL AR Subledger Details reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Posted journal details for an accounting period

• Journal entry debit and credit amounts by journal categories, invoice sources, or account segments for an accounting period

• Distribution amounts, adjusted amounts, or revenue amounts by account segments, customers, or item types


• Adjusted amounts by adjustment types for a period

• Extended amounts by invoice types for a period

• Applied amounts by transaction classes for a period

See also: For details of the corresponding due amounts, see the AR Payment Schedules Details DM relationship set; to filter information on invoice lines by additional dimensions/attributes, see the AR Invoice Lines Details DM relationship set; and for additional details of the corresponding cash receipts, see the AR Cash Receipts Details DM relationship set.


GL AR Subledger SummaryThis report returns information about the journals created in General Ledger for invoices in Receivables. The report displays information about journals, debit and credit amounts, and accounting structures.

Using the journal entry line number dimension, you can drill down to the GL AR Subledger Details report for subledger-level details about a journal entry line.

GL AR Subledger DetailsThis report returns detail-level information about the journals created for invoices and receipts in Receivables. The report displays information about journals, debit and credit amounts, subledger distribution amounts, transactions, and accounting structures.


This report is available for only Release 12 and later and can be accessed only through the GL AR Subledger Summary report.

AR Top Model Margins Summary DMThe reports/dashboards based on this relationship set return summarized information about revenues for the model, kit, and standard item types in Receivables.




The relationship set provides amount-related measures, such as the revenue, invoice, total cost, total material cost, total material overhead cost, total resource cost, total overhead cost, and total operational cost amounts, and the invoiced quantity measure. The measures for the invoice, revenue, and unit amounts are returned in the local, functional, and global currencies. The measures for the total cost, total material cost, total material overhead cost, total overhead cost, total operational cost, total resource cost, and unit item cost amounts are returned in the functional and global currencies. These measures can be analyzed by dimensions, such as the bill-to customer, organization (operating unit), general ledger date, general ledger posted date, invoice date, cost of goods sold (COGS) accounting segment, primary sales representative, and set of books, and attributes, such as the invoice number, account class code, invoice source, and posting control status.

The AR Revenue Margin Analysis - Top 10, AR Revenue Margin Trend, AR Revenue Statistics, AR Revenue Year Over Year Performance, and AR Revenue Margin Details reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 items or customers or warehouses or organizations by revenues or invoice amounts for an accounting period

• Revenues or invoice amounts by item types for an accounting period

• Total costs versus revenues by items, warehouses, or customers for an accounting period

• Invoiced quantities versus invoiced amounts by customers or sales representatives for an accounting period



AR Revenue Margin Analysis - Top 10This report returns summarized information about the gross margins for customer categories, customers, product types, products, sales representatives, or operating units in Receivables. The report displays information about ranks, invoice and total cost amounts, gross margins, and margin percentages.

Using the customer category, customer, product type, product, sales representative, or operating unit dimension, you can drill down to the AR Revenue Margin Details report.

Unlike other reports, this report also has a graphical component. The bar graph and adjacent table return the top 10 customer categories, customers, product types, products, sales representatives or operating units by gross margins.

AR Revenue Margin TrendThis report returns revenue margin trends in Receivables. The report displays information about the invoice amounts, total cost amounts, gross margins, and margin percentages by operating unit, customer category, and sales representative for preceding periods up to the specified period.


Unlike other reports, this report also has a graphical component. In Oracle Business Intelligence, the operating unit, customer category, and sales representative parameters can be jointly applied, whereas these parameters can be only singly applied in IBM Cognos BI.


AR Revenue StatisticsThis report returns revenues by item types, customer categories, and sales channels and margins by sales channels in Receivables.


Unlike other reports, this report is rendered in only graphical format. In Oracle Business Intelligence, after the report is rendered, you can view the results for different fiscal years, fiscal quarters, fiscal months, item types, customer categories, and sales channels. In IBM Cognos BI, after the report is rendered, you can view the results for different fiscal years, quarters, and months.

AR Revenue Year Over Year PerformanceThis report returns year-over-year revenues by operating units in Receivables.


Unlike other reports, this report also has a graphical component.

AR Revenue Margin DetailsThis report returns detail-level information about the invoice and total cost amounts, gross margins, and margin percentages in Receivables. The report displays information about products, sales representatives, invoices, and customers.


The report can be accessed only through the AR Revenue Margin Analysis – Top 10 report.


AR Salesrep Bridge DMThe reports/dashboards based on this relationship set return information about sales representatives and invoice lines in Receivables. A record is returned for each combination of an invoice line (INVOICE_LINE_KEY), a sales representative (SALESREP_KEY), and a source system (MD_SOURCE_SYSTEM).


The relationship set provides measures for the non-revenue split and revenue split amounts and non-revenue credit and revenue credit percentages. The other important measures are provided for the invoice lines in Receivables. These measures can be analyzed by the primary sales representative dimension and the primary sales representative flag attribute.

The Invoices By Salesrep dashboard for Oracle Business Intelligence is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Revenue split amounts by sales representatives for a period

• Non-revenue split amounts by sales representatives for a period

• Revenue credit percentages by sales representatives

• Non-revenue credit percentages by sales representatives

• Top 10 sales representatives by revenues for a period

See also: For details of the corresponding invoice distributions, see the AR Distributions Details DM relationship set.


Invoices By SalesrepThis dashboard enables the period-wise analysis of the revenue split amount by the sales representative in Receivables.

Using the rolling, 12-month trend graph, you can drill down to the Invoices By Salesrep Details report.



Noetix Analytics for Oracle Assets

Noetix Analytics for Oracle Assets provides relationship sets for the support of the following subject areas:

Asset adjustments: The FA Adjustments Details ODS relationship set provides information about asset adjustments.

Assets & distributions: The FA Asset History Details ODS and FA Distribution History Details ODS relationship sets provide information about history of assets and distributions.

Mass additions: The FA Mass Addition Distributions Details ODS and FA Mass Additions Details ODS relationship sets provide information about distributions for each mass addition line.

Mass deletions: The FA Delete Mass Additions Details ODS relationship set provides information about the mass additions that are not required to be posted to Assets.

Asset depreciation: The FA Books Details ODS, FA Depreciation Details ODS, FA Depreciation Summary Details ODS, and FA Rates Details ODS relationship sets provide information about asset depreciation and depreciation rates that can be used for calculating depreciation.

Payments: The FA Lease Payment Details ODS relationship set provides information about payment schedule attached to a lease.

Retirements: The FA Retirements Details ODS relationship set provides information about asset retirements.

Transactions: The FA Transaction Headers Details ODS relationship set provides information about transactions.


FA Depreciation Details ODSThe reports/dashboards based on this relationship set return information about depreciation on assets in Assets.

The relationship set provides amount-related measures, such as the asset cost, bonus depreciation adjustment, bonus depreciation reserve, depreciation adjustment, depreciation reserve, impairment, revaluation amortization, depreciation expense revaluation, year-to-date depreciation, and year-to-date depreciation expense revaluation amounts. The other important measures are provided for the distribution histories and depreciation summaries in Assets. These measures can be analyzed by dimensions, such as the asset and book control, and attributes, such as the asset number, asset type, book class, book type name, and period name.

The Depreciation Summary dashboard (only for Oracle Business Intelligence) is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 depreciated assets within a period

• Top 10 depreciation amounts by book types within a period

• Trend graphs for year-to-date depreciation amounts

Depreciation SummaryThis dashboard enables the period-wise analysis of the depreciation amount by the asset number and other dimensions and attributes in Assets.

Using the rolling, 12-month trend graph, you can drill down to the Depreciation Details report.



FA Retirements Details ODSThe reports/dashboards based on this relationship set return information about retirement details for assets in Assets.

The relationship set provides amount-related measures, such as the bonus reserve retired, cost of removal, end of prior fiscal year reserve, gain loss, investment tax credit recaptured, net book value retired, proceeds of sale, reduction rate, reserve retired, revaluation reserve retired, and straight line depreciation amounts, the cost retired measure, and the units measure. The other important measures are provided for the transaction headers in and transaction headers out details in Assets. These measures can be analyzed by dimensions, such as the retired date, asset, book control, trade in asset, set of books, and effective date, and attributes, such as the asset type, book type name, in transaction name, out transaction name, limit proceeds flag, and recapture reserve flag.

The Retirements dashboard (only for Oracle Business Intelligence) is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 retired assets by books

• Total retired assets by asset types

RetirementsThis dashboard enables the period-wise analysis of the cost retired by the asset type and other dimensions and attributes in Assets.

Using the rolling, 12-month trend graph, you can drill down to the Retirements Details report.



Noetix Analytics for Oracle Order Management

Noetix Analytics for Oracle Order Management provides relationship sets for the support of the following subject areas to meet the needs of sales analysts, sales managers, supply chain managers, and shipping managers:

• Orders: The following relationship sets provide information about order headers and lines:

• OE Open Booked Sales Orders Details ODS

• OE Open Sales Orders Details ODS

• OE Order Header History Details ODS

• OE Order Lines History Details ODS

• OE Order Lines Details DM

• OE Sales Orders Details ODS

• Holds: The following relationship sets provide information about holds at the order and line levels:

• OE Held Orders Details DM

• OE Held Orders Details DM - IT ONLY

• OE Hold Releases Details ODS


• Price lists: The following relationship sets provide information about price lists and discounts:

• OE Discount Bridge DM

• OE Orders Discount Bridge DM

• OE Pricelist Lines Details DM

• Shipping transactions: The following relationship sets provide information about delivery lines:

• OE All Shipment Details ODS

• SH Delivery Lines Summary DM

• SH Delivery Lines Details DM

• SH Serial Info Details DM - IT ONLY

• SH Serial Numbers Details ODS

• Net bookings: The following relationship sets provide information about net bookings of orders:

• OE Net Bookings Details ODS

• OE Net Bookings Summary DM

• OE Net Bookings Summary DM - IT ONLY

• OE Net Bookings Snapshot Summary DM

• OE Net Bookings Snapshot Summary DM - IT ONLY

• Drop ships: The OE Drop Ship Sources Details ODS relationship set provides information about drop ship transactions.

• Lead times: The OE Lead Times Bucket Summary DM and OE Lead Times Bucket Snapshot Summary DM relationship sets provide information order processing lead times.


• Bucket level orders: The following relationship sets provide information about order using buckets with respect to promised dates and requested dates:

• OE Customer Service Promised Bucket Summary DM

• OE Customer Service Promised Bucket Snapshot Summary DM

• OE Customer Service Requested Bucket Summary DM

• OE Customer Service Requested Bucket Snapshot Summary DM

• OE Open Orders Promised Summary DM

• OE Open Orders Promised Snapshot Summary DM

• OE Open Orders Requested Summary DM

• OE Open Orders Requested Snapshot Summary DM

• Sales representatives: The OE Salesrep Bridge DM relationship set provides information about sales representative details for orders.


OE Order Lines Details DMThe reports/dashboards based on this relationship set return information about sales order lines in Order Management.

The relationship set provides measures, such as the standard margin, standard material cost, standard material overhead cost, standard outside processing cost, standard overhead cost, standard resource cost, standard unit cost, total cost, total discount, total material cost, total material overhead cost, total overhead cost, total outside processing cost, total resource cost, and unit cost amounts; and the canceled, invoiced, ordered, and shipped quantities. The extended, total cost, total discount, unit, unit cost, and unit list amount measures and the unit amount per quantity and unit list amount per quantity measures are returned in the local, functional, and global currencies. The standard margin amount, standard material cost, standard material overhead cost, standard outside processing cost, standard overhead cost, standard resource cost, standard unit cost, total material cost, total material overhead cost, total overhead cost, total outside processing cost, total resource cost, and total unit cost amounts are returned in the functional and global currencies. The canceled, fulfilled, invoiced, ordered, pricing, shipping, and shipped quantities are returned in the transaction and global units of measure (UOMs). These measures can be analyzed by dimensions, such as the account segment, booked date, order firmed date, ordered date, organization, pick release date, pricing date, primary sales representative, product, project, promise date, quote date, request date, scheduled shipment date, set of books, ship confirm date, ship from warehouse, ship to customer, sold to customer, subinventory, and task, and attributes, such as the authorized to ship flag, booked flag, canceled flag, hold flag, hold header flag, hold line flag, item type, line tax exempt flag, open header flag, open line flag, partial shipments allowed flag, shippable flag, and tax exempt flag.

The OE Order Lines Details and OE Closed RMA Details reports and the Sales Orders dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Sales order lines by customers

• Top 10 customers within a period by ordered amounts

• Top 10 products sold within a period by sales representatives

• Total quantities ordered by customers or products


OE Order Lines DetailsThis report returns detail-level information about the orders and order lines in Order Management. The report displays information about operating units; warehouses; orders; items; payment terms; quantities; price lists; and extended, unit list, and tax amounts.


OE Closed RMA DetailsThis report returns detail-level information about the closed return material authorization (RMA) orders in Order Management. The report displays information about orders, items, quantities, return reasons, sales representatives, subinventories, unit prices, extended amounts, and tax amounts.

Using the order number dimension, you can drill down to the OE Order Lines Details report for additional details about an order.

Sales OrdersThis dashboard enables the period-wise analysis of the order amount by the bill to customer and other dimensions and attributes in Order Management.

Using the rolling, 12-month trend graph, you can drill down to the Sales Orders Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the bill-to customers, operating units, ship-to customers, sold-to customers, sales representatives, items, warehouses, and line statuses can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single bill-to customer, operating unit, ship-to customer, sold-to customer, sales representative, item, warehouse, or line status can be displayed for a period.


OE Held Orders Details DMThe reports/dashboards based on this relationship set return information about orders and order lines that are either held or released in Order Management.

The relationship set provides the details of held or released orders and order lines. These details can be analyzed by dimensions, such as the bill to customer, booked date, hold until date, ordered date, order hold creation date, organization, product, promise date, request date, set of books, scheduled shipment date, ship confirm date, ship from warehouse, and ship to customer, and attributes, such as the hold name, hold type, item type, order line hold flag, order type, release comment, release creation date, release reason, and released flag.

The OE On Hold Orders report is based on the relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Held sales orders by bill to customers, order types, or products

• Held sales orders by hold types within a period

• Released sales orders by release reasons

OE On Hold OrdersThis report returns detail-level information about orders and order lines that are either held or released in Order Management. This report displays information about operating units, warehouses, and bill to customers.

Using the order number dimension, you can drill down to the OE Order Lines Details report.


OE Held Orders Details DM - IT ONLYThe reports/dashboards based on this relationship set return information about orders and order lines that are either held or released in Order Management.

The relationship set provides the details of held or released orders and order lines. Measures are provided for the details of order lines in Order Management. These details and measures can be analyzed by dimensions, such as the booked date, hold until date, order hold creation date, ordered date, organization, product, promise date, request date, set of books, scheduled shipment date, ship from warehouse, and ship to customer, and attributes, such as the order line hold flag, released flag, and item type.

The Hold Orders dashboard (only for Oracle Business Intelligence) is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Held sales order lines by items within a period

• Held sales orders by customers

• Released sales orders by release reasons

• Sales orders for a hold

• Top 10 held orders by extended amounts

Hold OrdersThis dashboard enables the period-wise analysis of the number of released orders by the bill-to customer and other dimensions and attributes in Order Management.

Using the rolling, 12-month trend graph, you can drill down to the Hold Orders Details report.



OE Pricelist Lines Details DMThe reports/dashboards based on this relationship set return detail-level information about the types of modifiers and price list lines in Order Management.

The relationship set provides the unit list amount measure. This measure can be analyzed by dimensions, such as the active start date, active end date, expire period start date, product, revision date, price list, and warehouse, and attributes, such as the list line type code and item type.

The OE Price List/Modifier Details report and the OE Price Break Headers Details drill report are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the details of discount or promotional items.

OE Price List/Modifier DetailsThis report returns detail-level information about active price lists/modifiers in Order Management. This report displays information about price lists/modifiers, items, operating units, list type categories, line types, price modifier levels, pricing methods applied, and active start and end dates.

Using the price list/modifier name dimension, you can drill down to the OE Price Break Headers Details report when the line type code is price break header.

OE Price Break Headers DetailsThis report returns detail-level information about the modifiers for price list lines in Order Management. The report displays information about price break unit prices, minimum and maximum quantities, UOMs, and item numbers.


The report can be accessed only through the Price List/Modifier Name dimension for the Price Break Header line type code in the OE Price List/Modifier Details report.


SH Delivery Lines Details DMThe reports/dashboards based on this relationship set return information about shipment lines in Oracle Shipping Execution under Order Management.

The relationship set provides amount-related measures, such as the unit, order line unit list, and order line unit amounts; quantity-related measures, such as the canceled, cycle count, delivered, picked, requested, shipped, and source requested quantities; and other measures, such as the filled volume, fill percent, gross weight, and net weight. The quantity-related measures are returned in the transaction and global UOMs. The other important measures are provided for the order lines in Order Management. These measures can be analyzed by dimensions, such as the organization, warehouse, subinventory, ship to customer, product, ordered date, promise date, requested date, schedule date, accepted date, booked date, confirm date, initial pickup date, project, and task, and attributes, such as the item type.

The OE Monthly Shipments by Warehouse report and the Shipment Lines dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Quantities backordered by ship to customers

• Quantities shipped by items

OE Monthly Shipments by WarehouseThis report returns summarized information about the quantities shipped in Order Management. The report displays information about shipped quantities, calendar months, operating units, warehouses, and items.



Shipment LinesThis dashboard enables the period-wise analysis of the quantity shipped by the operating unit and other dimensions and attributes in Order Management.

Using the rolling, 12-month trend graph, you can drill down to the Shipment Lines Details report.

The drilldown is available on the line graph for the details of all the items, item types, operating units, ship methods, ship-to customers, tasks, and warehouses for a period and on the bar graph for the details of a single item, item type, operating unit, ship method, ship-to customer, task, or warehouse for a period.

OE Lead Times Bucket Summary DMThe reports/dashboards based on this relationship set return summarized information about order processing lead times in Order Management.

The relationship set provides measures, such as the book to release, book to ship, order to book, order to ship, promise to ship, release to ship, and request to ship lead times. These measures can be analyzed by dimensions, such as the product, ship confirm date, ship from warehouse, and ship to customer, and attributes, such as the item type.

The OE Lead Times Summary (In Days) report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 customers by request to ship lead times

• Top 10 products by order to book lead times

OE Lead Times Summary (In Days)This report returns summarized information about the average lead times in days for order phases in Order Management. The report displays information about operating units, warehouses, customers, items, and lead times.



OE Lead Times Bucket Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about order processing lead times in Order Management.

The relationship set provides the book to release, book to ship, order to book, order to ship, promise to ship, release to ship, and request to ship lead time measures and quantity ordered measure. These measures can be analyzed by dimensions, such as the product, ship confirm date, ship from warehouse, ship to customer, and snapshot date, and attributes, such as the item type.

The Lead Times Snapshot Summary dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 customers by request to ship lead times

• Top 10 products by order to book lead times


Lead Times Snapshot SummaryThis dashboard enables the snapshot date-wise analysis of the order-to-book lead time by the operating unit and other dimensions and attributes in Order Management.

Using the rolling, 12-snapshot trend graph, you can drill down to the Lead Times Snapshot Summary Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, ship-from warehouses, ship-to customers, bill-to customers, and items can be displayed for a snapshot date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, ship-from warehouse, ship-to customer, bill-to customer, or item can be displayed for a snapshot date.


OE Customer Service Promised Bucket Summary DMThe reports/dashboards based on this relationship set return summarized information about quantities shipped in Order Management. The quantities shipped are returned in buckets that correspond to aging sets. The buckets represent the difference between the ship confirmed and promised dates.

The relationship set provides the quantity shipped measure. This measure can be analyzed by dimensions, such as the primary sales representative, product, promise date, ship confirm date, set of books, ship from warehouse, ship to customer, and sold to customer, and attributes, such as the aging set name, bucket name, and item type.

The OE Customer Service for Promised Summary report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 products by quantities shipped

• Top 10 sales representatives by quantities shipped

OE Customer Service for Promised SummaryThis report returns summarized, bucketed information about the quantities shipped in Order Management. The report displays information about aging buckets, operating units, warehouses, items, customer categories, product families, and fiscal months.



OE Customer Service Promised Bucket Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about quantities shipped in Order Management. The quantities shipped are returned in buckets that correspond to aging sets. The buckets represent the difference between the ship confirmed and promised dates.

The relationship set provides the quantity shipped measure. This measure can be analyzed by dimensions, such as the primary sales representative, product, promise date, set of books, ship from warehouse, ship to customer, snapshot date, and sold to customer, and attributes, such as the item type, aging set name, and bucket name.

The Customer Service Performance - Promised Date dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top five products by shipped quantities

• Top 10 sales representatives by shipped quantities for a snapshot date



Customer Service Performance - Promised DateThis dashboard enables the snapshot date-wise analysis of the quantity shipped by the aging bucket and other dimensions and attributes in Order Management.

Using the rolling, 12-snapshot trend graph, you can drill down to the Customer Service Performance - Promised Date Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a snapshot date. In Oracle Business Intelligence, when the dimension is the ledger, item, ship-to customer, ship-to customer category, ship-to customer country, ship-to state, or ship-from warehouse, the drilldown is available on only the line graph, and the details for all the ledgers, items, ship-to customers, ship-to customer categories, ship-to customer countries, ship-to states, and ship-from warehouses can be displayed for a snapshot date. In IBM Cognos BI, when the dimension is the ledger, item, ship-to customer, ship-to customer category, ship-to customer country, ship-to state, or ship-from warehouse, the drilldown is available on the bar graph as well, and the details for a single ledger, item, ship-to customer, ship-to customer category, ship-to customer country, ship-to state, or ship-from warehouse can be displayed for a snapshot date. In both the reporting tools, the results of the dashboard and the drill report can be filtered according to the aging set.

OE Customer Service Requested Bucket Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about quantities shipped in Order Management. The quantities shipped are returned in buckets that correspond to aging sets. The buckets represent the difference between the ship confirmed and requested dates.

The relationship set provides the shipped quantity measure. This measure can be analyzed by dimensions, such as the primary sales representative, product, request date, set of books, ship confirm date, ship from warehouse, ship to customer, and snapshot date, and attributes, such as the aging set name, bucket name, and item type.


The Customer Service Performance - Requested Date dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 products by quantities shipped

• Top 10 sales representatives by quantities shipped


Customer Service Performance - Requested DateThis dashboard enables the snapshot date-wise analysis of the quantity shipped by the aging bucket and other dimensions and attributes in Order Management.

Using the rolling, 12-snapshot trend graph, you can drill down to the Customer Service Performance - Requested Date Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details for only one aging bucket can be displayed for a snapshot date. In Oracle Business Intelligence, when the dimension is the ledger, item, item type, ship-to customer, ship-to customer category, ship-to state, ship-to country, or ship-from warehouse, the drilldown is available on only the line graph, and the details of all ledgers, items, item types, ship-to customers, ship-to customer categories, ship-to states, ship-to countries, and ship-from warehouses can be displayed for a snapshot date. In IBM Cognos BI, when the dimension is the ledger, item, item type, ship-to customer, ship-to customer category, ship-to state, ship-to country, or ship-from warehouse, the drilldown is available on the bar graph as well, and the details for a single ledger, item, item type, ship-to customer, ship-to customer category, ship-to state, ship-to country, or ship-from warehouse can be displayed for a snapshot date.


OE Open Orders Promised Summary DMThe reports/dashboards based on this relationship set return summarized information about open orders in Order Management. The open orders are returned in buckets that correspond to aging sets. The buckets represent the difference between the current and promised dates.

The relationship set provides amount-related measures, such as the revenue, ordered, and unit list amounts, and quantity-related measures, such as the canceled, invoiced, and shipped quantities. These measures can be analyzed by dimensions, such as the product, promise date, request date, schedule shipment date, set of books, ship confirm date, ship from warehouse, ship to customer, sold to customer, booked date, organization, primary sales representative, and pricing date, and attributes, such as the aging set name, bucket name, and item type.

The Open Orders Promised Summary dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Canceled quantities, ordered amounts, ordered quantities, or shipped quantities for an aging set within a period

• Ordered amounts versus ordered quantities by customers, items, item types, or sales representatives for an aging set within a period

• Top 10 customers, warehouses, items, item types, or sales representatives by ordered amounts, ordered quantities, shipped quantities, or canceled quantities for an aging set within a period


Open Orders Promised SummaryThis dashboard enables the period-wise analysis of the ordered amount by the aging bucket and other dimensions and attributes in Order Management.

Using the rolling, 12-month trend graph, you can drill down to the Open Orders Promised Summary Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a period. In Oracle Business Intelligence, when the dimension is the bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, bill-to customer profile class, bill-to customer sales channel, item, ledger, operating unit, sales representative, ship-to customer, sold-to customer, or warehouse, the drilldown is available on only the line graph, and the details for all the bill-to customers, bill-to customer categories, bill-to customer classes, bill-to customer countries, bill-to customer states, bill-to customer profile classes, bill-to customer sales channels, items, ledgers, operating units, sales representatives, ship-to customers, sold-to customers, and warehouses can be displayed for a period. In IBM Cognos BI, when the dimension is the bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, bill-to customer profile class, bill-to customer sales channel, item, ledger, operating unit, sales representative, ship-to customer, sold-to customer, or warehouse, the drilldown is available on the bar graph as well, and the details for a single bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, bill-to customer profile class, bill-to customer sales channel, item, ledger, operating unit, sales representative, ship-to customer, sold-to customer, or warehouse can be displayed for a period. In both the reporting tools, the results of the dashboard and the drill report can be filtered according to the aging set and transaction currency.


OE Open Orders Promised Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about open orders in Order Management. This information is returned in buckets that correspond to aging sets. The buckets represent the difference between the current and promised dates.

The relationship set provides the extended transaction, ordered, revenue, unit list, and unit amount measures and canceled, invoiced, ordered, and shipped quantity measures. These measures can be analyzed by dimensions, such as the booked date, ordered date, organization, pricing date, primary sales representative, product, promise date, request date, schedule shipment date, set of books, ship confirm date, ship from warehouse, ship to customer, snapshot date, and sold to customer, and attributes, such as the aging set name, bucket name, and item type.

The Open Orders Promised Snapshot Summary dashboard is based on this relationship set. Additionally, a report/dashboard can be built on this relationship set for obtaining the top 10 organizations by revenue amounts.



Open Orders Promised Snapshot SummaryThis dashboard enables the snapshot date-wise analysis of the ordered amount by the aging bucket and other dimensions and attributes in Order Management.

Using the rolling, 12-snapshot trend graph, you can drill down to the Open Orders Promised Snapshot Summary Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a snapshot date. In Oracle Business Intelligence, when the dimension is the ledger, operating unit, warehouse, item, sales representative, bill-to customer, bill-to customer category, bill-to customer class, bill-to customer profile class, bill-to customer sales channel, bill-to customer country, bill-to customer state, sold-to customer, or ship-to customer, the drilldown is available on only the line graph, and the details of all the transaction currencies, ledgers, operating units, warehouses, items, sales representatives, bill-to customers, bill-to customer categories, bill-to customer classes, bill-to customer profile classes, bill-to customer sales channels, bill-to customer countries, bill-to customer states, sold-to customers, and ship-to customers can be displayed for a snapshot date. In IBM Cognos BI, when the dimension is the transaction currency, ledger, operating unit, warehouse, item, sales representative, bill-to customer, bill-to customer category, bill-to customer class, bill-to customer profile class, bill-to customer sales channel, bill-to customer country, bill-to customer state, sold-to customer, or ship-to customer, the drilldown is available on the bar graph as well, and the details for a single ledger, operating unit, warehouse, item, sales representative, bill-to customer, bill-to customer category, bill-to customer class, bill-to customer profile class, bill-to customer sales channel, bill-to customer country, bill-to customer state, sold-to customer, or ship-to customer can be displayed for a snapshot date. In both the reporting tools, the results of the dashboard and report can be filtered by the aging set and transaction currency.


OE Open Orders Requested Summary DMThe reports/dashboards based on this relationship set return summarized information about open orders in Order Management. The open orders are returned in buckets that correspond to aging sets. The buckets represent the difference between the current and requested dates.

The relationship set provides quantity-related measures, such as the canceled, invoiced, ordered, and shipped quantities; amount-related measures, such as the ordered, unit list, and unit amounts; and the unit list price and unit selling price measures. These measures can be analyzed by dimensions, such as the booked date, ordered date, organization, primary sales representative, product, promise date, request date, schedule shipment date, set of books, ship confirm date, ship from warehouse, ship to customer, and sold to customer, and attributes, such as the aging set name, bucket name, and item type.

The Open Orders Requested Summary dashboard is based on this relationship set.


Open Orders Requested SummaryThis dashboard enables the period-wise analysis of the ordered amount by the aging bucket and other dimensions and attributes in Order Management.

Using the rolling, 12-month trend graph, you can drill down to the Open Orders Requested Summary Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a period. In Oracle Business Intelligence, when the dimension is the item, ledger, operating unit, sales representative, ship-from warehouse, ship-to customer, sold-to customer, bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, or bill-to sales channel, the drilldown is available on only the line graph, and the details for all the items, ledgers, operating units, sales representatives, ship-from warehouses, ship-to customers, sold-to customers, bill-to customers, bill-to customer categories, bill-to customer classes, bill-to customer countries, bill-to customer states, and bill-to sales channels can be displayed for a period. In IBM Cognos BI, when the dimension is the item, ledger, operating unit, sales representative, ship-from warehouse, ship-to customer, sold-to customer, bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, or bill-to sales channel, the drilldown is available on the bar graph as well, and the details for a single item, ledger, operating unit, sales representative, ship-from warehouse, ship-to customer, sold-to customer, bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, or bill-to sales channel can be displayed for a period. In both the reporting tools, the results of the dashboard and the report can be filtered by the aging set and transaction currency.


OE Open Orders Requested Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about open orders in Order Management. The open orders are returned in buckets that correspond to aging sets. The buckets represent the difference between current and requested dates.

The relationship set provides quantity-related measures, such as the ordered, canceled, and invoiced quantities, and amount-related measures, such as the ordered, unit list, and unit amounts. These measures can be analyzed by dimensions, such as the booked date, ordered date, organization, primary sales representative, product, promise date, request date, schedule shipment date, set of books, ship confirm date, ship from warehouse, ship to customer, sold to customer, and snapshot date, and attributes, such as the aging set name, bucket name, and item type.

The Open Orders Requested Snapshot Summary dashboard is based on this relationship set.



Open Orders Requested Snapshot SummaryThis dashboard enables the snapshot date-wise analysis of the ordered amount by the aging bucket and other dimensions and attributes in Order Management.

Using the rolling, 12-snapshot trend graph, you can drill down to the Open Orders Requested Snapshot Summary Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a snapshot date. In Oracle Business Intelligence, when the dimension is the bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, bill-to sales channel, item, ledger, operating unit, sales representative, ship-from warehouse, ship-to customer, or sold-to customer, the drilldown is available on only the line graph, and the details for all the bill-to customers, bill-to customer categories, bill-to customer classes, bill-to customer countries, bill-to customer states, bill-to sales channels, items, ledgers, operating units, sales representatives, ship-from warehouses, ship-to customers, and sold-to customers can be displayed for a snapshot date. In IBM Cognos BI, when the dimension is the bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, bill-to sales channel, item, ledger, operating unit, sales representative, ship-from warehouse, ship-to customer, or sold-to customer, the drilldown is available on the bar graph as well, and the details for a single bill-to customer, bill-to customer category, bill-to customer class, bill-to customer country, bill-to customer state, bill-to sales channel, item, ledger, operating unit, sales representative, ship-from warehouse, ship-to customer, or sold-to customer can be displayed for a snapshot date. In both the reporting tools, the results of the dashboard and the drill report can be filtered according to the aging set and transaction currency.


Noetix Analytics for Oracle Purchasing

Noetix Analytics for Oracle Purchasing provides relationship sets for the support of the following subject areas to meet the needs of purchasing analysts, purchasing managers, supplier managers, sourcing managers, procurement officers, chief financial officers, and buyers:

• Requisitions: The following relationship sets provide information about requisitions, requisition lines, and requisition distributions:

• PO Requisition Distribution Details ODS

• PO Requisition Headers Details ODS

• PO Requisition Lines Details DM

• PO Requisition Lines Details DM - IT ONLY

• PO Requisitions Details ODS


• POs: The following relationship sets provide information about purchase orders (POs), PO Lines, and PO distributions:

• PO All Purchase Orders Details ODS

• PO All Released Planned and Blanket PO Details ODS

• PO Cube Details ODS

• PO Distributions Archive Details ODS

• PO Distributions Details DM

• PO Distributions Details DM - IT ONLY

• PO Lines Archive Details ODS

• PO Lines Details DM

• Open POs: The following relationship sets provide information about open POs:

• PO Open Purchase Order Approved Summary DM

• PO Open Purchase Order Approved Snapshot Summary DM

• PO Open Purchase Order Details ODS

• PO Open Purchase Order Need By Summary DM

• PO Open Purchase Order Need By Snapshot Summary DM

• PO Open Purchase Order Promise Summary DM

• PO Open Purchase Order Promise Snapshot Summary DM

• PO lead times: The following relationship sets provide information about the lead times of a PO:

• PO Lead Times Bucket Summary DM

• PO Lead Times Bucket Summary DM - IT ONLY


• PO Lead Times Bucket Snapshot Summary DM

• PO Lead Times Bucket Snapshot Summary DM - IT ONLY

• Subledgers: The following relationship sets provide information about subledger journals pertaining to receiving:

• PO Received Subledger Details DM

• PO Received Subledger Details DM - IT ONLY

• Approved suppliers: The following relationship sets provide information about approved suppliers:

• PO ASL Attributes Details DM

• PO ASL Details ODS

• PO Receipts: The following relationship sets provide information about PO receipts and receipt lines:

• PO Shipment Receipts Details DM

• PO Shipment Receipts Details DM - IT ONLY

• PO Shipment Receipts And Schedule Details DM - IT ONLY

• Shipment schedules: The following relationship sets provide information about PO shipment schedules:

• PO Headers and Line Location Details ODS

• PO Line Locations Archive Details ODS

• PO Shipment Schedules Details ODS

• PO Shipment Schedules Details DM

• PO Shipment Schedules Details DM - IT ONLY


• Receiving transactions: The following relationship sets provide information about receiving transactions:

• PO Inventory Receiving Transaction Details DM

• PO Inventory Receiving Transaction Details DM - IT ONLY

• PO Receipts Details ODS

• Supplier schedules: The following relationship sets provide information about suppliers and schedules:

• PO Horizontal schedules Details ODS

• PO Schedule Headers Details ODS

• PO Schedule Headers Details DM

• PO Schedule Items Details ODS

• PO Schedule Items Details DM

• Vendor/supplier performance: The following relationship sets provide information that helps analyze performance of vendors/suppliers:

• PO Vendor Outstanding Summary DM

• PO Vendor Payment History Summary DM

• PO Vendor Performance Need By Summary DM

• PO Vendor Performance Need By Snapshot Summary DM

• PO Vendor Performance Promised Summary DM

• PO Vendor Performance Promised Snapshot Summary DM

• Action history: The PO Action History Details ODS relationship set provides information about the approval and control history of purchasing documents.


PO Distributions Details DMThe reports/dashboards based on this relationship set return information about PO distributions in Purchasing.

The relationship set provides amount-related measures, such as the billed, encumbered, and unencumbered amounts, and quantity-related measures, such as the billed, canceled, delivered, ordered, and unencumbered quantities. The billed, encumbered, and unencumbered amounts are returned in the local, functional, and global currencies, and the recoverable and non-recoverable tax amounts are returned in the local and functional currencies. The quantity-related measures are returned in the transaction and global units of measure (UOMs). These measures can be analyzed by dimensions, such as the account segment, approved date, buyer, cancel date, closed date, destination subinventory, destination warehouse, expenditure type, need by date, organization, PO document revised date, product, project, promise date, release reversal date, requestor, set of books, vendor, and task, and attributes, such as the item type, accrued flag, confirming order flag, encumbered flag, frozen flag, and prevent encumbrance flag.

The PO Distribution Details report and the PO Distributions dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Encumbered amounts within a period by buyers or products

• Outstanding quantities within a period by vendors

• PO distributions by vendors, buyers, or products

• Quantities delivered within a period by products or vendors

• Quantities ordered within a period by products or vendors

• Top 10 products within a period by buyers or vendors

• Top 10 vendors within a period for products


PO Distribution DetailsThis report returns detail-level information about the distributions for POs in Purchasing. The report displays information about operating units, warehouses, POs, suppliers, items, account types, UOMs, quantities, and billed amounts.


PO DistributionsThis dashboard enables the period-wise analysis of the quantity ordered by the operating unit and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the PO Distributions Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, buyers, cost centers, items, ledgers, natural accounts, projects, requestors, suppliers, and tasks can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, buyer, cost center, item, ledger, natural account, project, requestor, supplier, or task can be displayed for a period.

PO Lines Details DMThe reports/dashboards based on this relationship set return information about PO lines in Purchasing.

The relationship set provides amount-related measures, such as the committed, list unit price, market price, minimum release, not to exceed, PO blanket, PO limit, and unit price amounts, and quantity-related measures, such as the committed, maximum order, minimum order, and ordered quantities. The amount-related measures are returned in the local, functional, and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the approved date, buyer, cancel date, closed date, end date, organization, PO document revised date, product, project, set of books, start date, vendor, and task, and attributes, such as the allow price override flag, cancel flag, capital expense flag, confirming order flag, frozen flag, manual price change flag, PO line closed flag, taxable flag, and user hold flag.


The Standard PO Lines dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Period-wise or vendor-wise quantities ordered for products

• PO lines by authorization statuses

• PO lines by buyers, vendors, or products

• PO lines by document types

• Top 10 orders for a document type within a period by ordered amounts

• Top 10 products for a vendor within a period

• Top 10 products purchased by a buyer within a period

• Top 10 vendors for a product within a period

Standard PO LinesThis dashboard enables the period-wise analysis of the ad hoc quantity ordered by the operating unit and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Standard PO Lines Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, ledgers, buyers, suppliers, items, projects, and tasks can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, ledger, buyer, supplier, item, project, or task can be displayed for a period.


PO Open Purchase Order Approved Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about approved POs in Purchasing. The approved POs are returned in buckets that correspond to aging sets. The buckets represent the difference between the current and approved dates.

The relationship set provides the PO and unit price amount measures and quantity-related measures, such as the accepted to date, billed to date, canceled to date, ordered at location, received to date, and rejected to date quantities. These measures can be analyzed by dimensions, such as the approved date, bill to location, buyer, need by date, organization, product, project, set of books, ship to location, snapshot date, task, and vendor, and attributes, such as the aging set name, bucket name, hold reason, item number, item type, manufacturer name, payment method, PO number, and warehouse name.

The Open Purchase Order Approved Snapshot Summary dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Open POs by organizations or vendors

• Receipt amounts due by aging buckets

• Top 10 items received by organizations

• Top 10 vendors by receipts due

• Uninvoiced item quantities by vendors



Open Purchase Order Approved Snapshot SummaryThis dashboard enables the snapshot date-wise analysis of the receipt quantity due by the operating unit and other dimensions and attributes in Purchasing.

Using the rolling, 12-snapshot trend graph, you can drill down to the Open Purchase Order Approved Snapshot Summary Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph and the details of only one aging bucket are displayed for the snapshot date. In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, ledgers, suppliers, bill-to locations, ship-to locations, ship-to warehouses, and item numbers can be displayed for a snapshot date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, ledger, supplier, bill-to location, ship-to location, ship-to warehouse, or item number can be displayed for a snapshot date. In both the reporting tools, the results of the dashboard and the drill report can further be filtered by the aging set.

PO Open Purchase Order Need By Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about open POs in Purchasing. The information is returned in buckets that correspond to aging sets. The buckets represent the difference between the current and need by dates.

The relationship set provides the PO and unit price amount measures and quantity-related measures, such as the accepted, billed, canceled, received, and rejected quantities to date at location. These measures can be analyzed by dimensions, such as the approved date, bill to location, release revised date, set of books, ship to warehouse, task, vendor, snapshot date, buyer, need by date, organization, product, project, and promise date, and attributes, such as the aging set name, bucket name, and item type.


The Open PO By Need By Date dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• PO amounts by vendors, organizations, warehouses, or items and item types within a period

• Quantities ordered by buckets for an aging set

• PO amounts versus quantities ordered, accepted, or billed by vendors, organizations, warehouses, or items and item types within a period


Open PO By Need By DateThis dashboard enables the snapshot date-wise analysis of the outstanding amount by the aging bucket and other dimensions and attributes in Purchasing.

Using the rolling, 12-snapshot trend graph, you can drill down to the Open PO By Need By Date Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a snapshot date. In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the aging buckets, ledgers, operating units, suppliers, buyers, items, item types, ship-to locations, bill-to locations, ship-to warehouses, projects, and tasks can be displayed for a snapshot date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single aging bucket, ledger, operating unit, supplier, buyer, item, item type, ship-to location, bill-to location, ship-to warehouse, project, or task can be displayed for a snapshot date.


PO Open Purchase Order Promise Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about POs in Purchasing. The approved POs are returned in buckets that correspond to aging sets. The buckets represent the difference between the current and promised dates.

The relationship set provides the unit price and PO amount measures, and quantity-related measures, such as the accepted, billed, canceled, received, and rejected quantities to date at location. These measures can be analyzed by dimensions, such as the approved date, bill to location, buyer, item warehouse, need by date, organization, product, project, promise date, release revised date, set of books, ship to location, ship to warehouse, snapshot date, and vendor, and attributes, such as the aging set name, bucket name, and item type.

The Open PO Aging - Promise Date dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Open POs by approved dates for a snapshot date

• Open POs by bill to locations for a snapshot date

• Open POs by buyers for a snapshot date

• Open POs by item warehouses for a snapshot date

• Open POs by need by dates for a snapshot date

• Open POs by organizations for a snapshot date

• Open POs by products for a snapshot date

• Open POs by projects for a snapshot date


• Open POs by promise dates for a snapshot date

• Open POs by release revised dates for a snapshot date

• Open POs by sets of books for a snapshot date


Open PO Aging - Promise DateThis dashboard enables the snapshot date-wise analysis of the PO amount by the aging bucket and other dimensions and attributes in Purchasing.

Using the rolling, 12-snapshot trend graph, you can drill down to the Open PO Aging - Promise Date Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a snapshot date. In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the aging buckets, operating units, ledgers, ship-to locations, bill-to locations, ship-to warehouses, items, suppliers, buyers, projects, and tasks can be displayed for a snapshot date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single aging bucket, operating unit, ledger, ship-to location, bill-to location, ship-to warehouse, item, supplier, buyer, project, or task can be displayed for a snapshot date.


PO Lead Times Bucket Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about PO lead times in Purchasing.

The relationship set provides lead time-related measures, such as the approved to needed, approved to promise, approved to receive, approved to release, and promise to release lead times, and the PO receipt amount and transaction quantity measures. The PO receipt amount measure is returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the bill to location, buyer, ship to location, ship to warehouse, subinventory, vendor, warehouse, snapshot date, organization, product, delivery to location, employee, and set of books, and attributes, such as the item type.

The Leadtimes dashboard is based on this relationship set.


LeadtimesThis dashboard enables the snapshot date-wise analysis of the average approved-to-needed lead time by the operating unit and other dimensions and attributes in Purchasing.

Using the rolling, 12-snapshot trend graph, you can drill down to the Leadtimes Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, buyers, items, ledgers, ship-to warehouses, subinventories, and suppliers can be displayed for a snapshot date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, buyer, item, ledger, ship-to warehouse, subinventory, or supplier can be displayed for a snapshot date.


PO Received Subledger Details DMThe reports/dashboards based on this relationship set return information about accounting entries generated for POs in Purchasing.

The relationship set provides the journal entry debit and credit amount-related measures and the source document quantity measure. The amount-related measures are returned in the local, functional, and global currencies. The source document quantity measure is returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the account segment, accounting date, approved date, bill to company location, expenditure type, product, project, set of books, ship to company location, task, and vendor, and attributes, such as the actual flag, item type, journal entry batch name, journal entry category, and journal entry source name.

The Receiving Subledger dashboard is based on this relationship set. Additionally, a report can be built on this relationship set for obtaining period-wise details of the journal entry batches, journal entry categories, journal entry sources, and actual records or budget records.

Receiving SubledgerThis dashboard enables the period-wise analysis of the receiving ledger amount by the account and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Receiving Subledger Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the accounts and cost centers can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single account or cost center can be displayed for a period.


PO ASL Details ODSThe reports/dashboards based on this relationship set return information about the approved supplier lists (ASLs) in Purchasing.

This relationship set provides the relationship between approved suppliers and products. These details can by analyzed by dimensions, such as the organization, owning warehouse, product, set of books, using warehouse, and vendor, and attributes, such as the disable flag and item type.

The Approved Suppliers dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Approved vendors by owning warehouses

• Approved vendors by using warehouses

• Number of active approved vendors by products

• Number of products by active approved vendors

Approved SuppliersThis dashboard enables the analysis of the number of approved suppliers by the item and other dimensions and attributes in Purchasing.


The dashboard is available in only Oracle Business Intelligence.


PO Shipment Receipts Details DMThe reports/dashboards based on this relationship set return information about PO shipment receipts in Purchasing.

The relationship set provides amount-related measures, such as the received, freight, invoice, unit price, and headers tax, and lines tax amounts; the gross and net weight measures; quantity-related measures, such as the received, shipped, and secondary received and shipped quantities; and the transfer and transportation cost measures. The unit price amount measure is returned in the local, functional, and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the approved date, bill to company locations, buyer, cancel date, closed date, end date, item warehouse, need by date, organization, promise date, receipt date, set of books, ship to company location, ship to warehouse, start date, task, and vendor, and attributes, such as the authorization status, item number, and item type.

The PO Received Details and PO Shipment Receipts reports and the Receipts dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Average delivery cycle time details by vendors

• Delayed delivery details by buyers

• Quantity received details by items and warehouses

• Quantity shipped details by vendors

• Received amount details within a period by vendors

• Top 10 vendor details by invoice amounts


PO Received DetailsThis report returns line-level information about PO shipment receipts in Purchasing. This report displays information about receipts, POs, and suppliers.


PO Shipment ReceiptsThis report returns line-level information about the amounts for PO shipment receipts in Purchasing. The report displays information about operating units, warehouses, buyers, POs, shipments, items, receipts, suppliers, UOMs, payment terms, and quantities.


ReceiptsThis dashboard enables the period-wise analysis of the quantity shipped by the ledger and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Receipts Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the ledgers, buyers, items, operating units, projects, subinventories, suppliers, supplier sites, tasks, and warehouses can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single ledger, buyer, item, operating unit, project, subinventory, supplier, supplier site, task, or warehouse can be displayed for a period.


PO Shipment Receipts and Schedule Details DM - IT ONLYThe reports/dashboards based on this relationship set return information about shipment receipts for POs in Purchasing.

The relationship set provides measures, such as the received, headers tax, invoice, lines tax, freight, and unit price amounts; the received and shipped quantities; and the transfer and transportation costs. The unit price amount measure is returned in the local, functional, and global currencies. The received, secondary received, secondary shipped, shipped, and vendor cumulative shipped quantities are returned in the transaction and global UOMs. The other important measures are provided for the shipment schedules in Purchasing. These measures can be analyzed by the organization and set of books dimensions.

The PO Ordered and Received - Monthly report is based on this relationship set.

PO Ordered and Received - MonthlyThis report returns summarized information about PO values for each operating unit by each fiscal month in Purchasing. The report displays information about PO received values, PO outstanding values, and operating units.



PO Shipment Schedules Details DMThe reports/dashboards based on this relationship set return information about shipment schedules of POs in Purchasing.

The relationship set provides the accepted, billed, canceled, received, and rejected quantities at location to date measures, the shipped quantity measure, the ordered quantity for location measure, and the unit price measure. The unit price measure is returned in the local, functional, and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the approved date, buyer, bill to company location, cancel date, closed date, end date, need by date, organization, PO document revised date, product, project, promise date, release reversal date, set of books, ship to company location, ship to warehouse, task, and vendor contact, and attributes, such as the accrue on receipt flag, approved flag, closed flag, confirming order flag, encumbered flag, frozen flag, item type, inspection required flag, and receipt required flag.

The Open Purchase Orders(PO) - Monthly and PO Ordered Details reports and the Shipment Schedules dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Period-wise amounts by shipped, rejected, and received quantities

• Period-wise, quantity billed invoices for locations

• POs by shipment types

Open Purchase Orders(PO) - MonthlyThis report returns summarized information about the quantities due for items in Purchasing. The report displays information about operating units, warehouses, suppliers, and due amounts.

Using the quantity due dimension, you can drill down to the PO Ordered Details report.


PO Ordered DetailsThis report returns header-level and line-level information about the POs in Purchasing. The report displays information about warehouses, POs, items, suppliers, UOMs, quantities, and unit price amounts.


Shipment SchedulesThis dashboard enables the period-wise analysis of the quantity ordered by the ledger and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Shipment Schedules Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the ledgers, operating units, buyers, items, bill-to locations, ship-to locations, suppliers, supplier sites, projects, and tasks can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details of a single ledger, operating unit, buyer, item, bill-to location, ship-to location, supplier, supplier site, project, or task can be displayed for a period.


PO Inventory Receiving Transaction Details DMThe reports/dashboards based on this relationship set return information about POs for receiving transactions in Purchasing.

The relationship set provides amount-related measures, such as the billed, material cost, material overhead cost, outside processing cost, overhead cost, PO unit price, resource cost, and standard cost amounts, and quantity-related measures, such as the transaction and billed quantities. The material cost, material overhead cost, outside processing cost, overhead cost, resource cost, and standard cost measures are returned in the functional and global currencies. The PO unit price measure is returned in the local, functional, and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the approved date, bill to company location, buyer, cancel date, closed date, company location, employee, end date, need by date, organization, product, project, promise date, set of books, ship to company location, ship to warehouse, shipped date, start date, subinventory, task, transaction date, vendor, warehouse, and Work in Process entity, and attributes, such as the authorization status, item type, job type, payment method, requestor, and Work in Process entity type.

The PO Transaction Details report and Receiving Transactions dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Average receipt cycle times by top 10 vendors

• Percentages of returned transactions for vendors by organizations

• Percentages of returned transactions for vendors by sets of books

• Percentages of transactions received late within a period by items

• Received transaction details by items

• Received transaction details by vendors

• Rejected transaction details within a period by organizations

• Top 10 vendors within a period for items


PO Transaction DetailsThis report returns detail-level information about the POs for receiving transactions in Purchasing. The report displays information about warehouses, POs, items, transactions, shipments, invoices, quantities, UOMs, and billed amounts.


Receiving TransactionsThis dashboard enables the period-wise analysis of the received quantity by the operating unit and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Receiving Transactions Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, buyers, items, ledgers, projects, requestors, suppliers, and tasks can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, buyer, item, ledger, project, requestor, supplier, or task can be displayed for a period.


PO Vendor Outstanding Summary DMThe reports/dashboards based on this relationship set return summarized information about outstanding amounts in POs for vendors in Purchasing.

The relationship set provides the unit price amount measure and quantity-related measures, such as the accepted at location to date, billed at location to date, ordered for location, received at location to date, and rejected at location to date quantities. The unit price amount measure is returned in the local, functional, and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by the approved date, bill to company location, item warehouse, organization, ship to company location, and vendor dimensions, and attributes, such as the buyer, item number, and item type.

The Supplier Outstanding Summary dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Outstanding item quantities by warehouses

• Outstanding amounts by vendors within a period

• Rejected quantities by ship to locations

• Top 10 vendors by billed quantities


Supplier Outstanding SummaryThis dashboard enables the period-wise analysis of the outstanding value by the operating unit and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Supplier Outstanding Summary Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the operating units, warehouses, items, suppliers, bill-to locations, and ship-to locations can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single operating unit, warehouse, item, supplier, bill-to location, or ship-to location can be displayed for a period.

PO Vendor Payment History Summary DMThe reports/dashboards based on this relationship set return summarized information about payments for vendors in Purchasing.

The relationship set provides the invoice distribution and unit amount measures and the invoiced quantity measure. The amount-related measures are returned in the local, functional, and global currencies. These measures can be analyzed by dimensions, such as the accounting date, account segment, buyer, requestor, set of books, and vendor, and attributes, such as the account type.

The PO Supplier Payment Summary report and the Supplier Invoice History dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Average numbers of invoices created within a period by requestors

• Invoice amounts by cost centers

• Invoiced quantities by items or vendors

• Payment histories within a period by vendors


PO Supplier Payment SummaryThis report returns summarized information about payments for suppliers in Purchasing. The report displays information about invoiced quantities, unit prices, suppliers, and PO and invoice numbers.


Supplier Invoice HistoryThis dashboard enables the period-wise analysis of the quantity invoiced by the supplier and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Supplier Invoice History Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details of all the suppliers, ledgers, item warehouses, buyers, requestors, ship-to locations, and cost centers can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single supplier, ledger, item warehouse, buyer, requestor, ship-to location, or cost center can be displayed for a period.


PO Vendor Performance Need By Summary DMThe reports/dashboards based on this relationship set return summarized information about the quantities received and shipped in Purchasing. The quantities received and shipped are returned in buckets that correspond to aging sets. The buckets represent the difference between the receipt and need by dates.

The relationship set provides the received and shipped quantity measures. These measures can be analyzed by the dimensions, such as the need by date, product, receipt date, ship to location, ship to warehouse, and vendor, and attributes, such as the item type.

The Supplier Performance Need by Summary and Supplier Delivery Performance dashboards are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Received quantities by aging buckets for an aging set within a period

• Shipped quantities by aging buckets for an aging set within a period

• Top 10 item types by shipped quantities or received quantities for aging buckets for an aging set within a period

• Top 10 items by shipped quantities or received quantities for aging buckets for an aging set within a period

• Top 10 vendors by shipped quantities or received quantities for aging buckets for an aging set within a period

• Top 10 warehouses by shipped quantities or received quantities for aging buckets for an aging set within a period


Supplier Performance Need by SummaryThis dashboard enables the period-wise analysis of the quantity received by the aging bucket and other dimensions and attributes in Purchasing.

Using the rolling, 12-month trend graph, you can drill down to the Supplier Performance Need By Summary Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a period. In Oracle Business Intelligence, when the dimension is the item, supplier, or warehouse, the drilldown is available on only the line graph, and the details for all the items, suppliers, and warehouses can be displayed for a period. In IBM Cognos BI, when the dimension is the item, supplier, or warehouse, the drilldown is available on the bar graph as well; the drilldown on the bar graph displays the details for an item, supplier, or warehouse for a period, and the drilldown on the line graph displays the details of all the items, suppliers, and warehouses for a period.

Supplier Delivery PerformanceThis dashboard enables the analysis of the on-time delivery, quantity acceptance, early delivery, and late delivery percentages; average days late; and the total rating by suppliers for the last five years in Purchasing.


In Oracle Business Intelligence, the rolling trend is displayed for the selected period. In IBM Cognos BI, the rolling trend is displayed for the last 12 months. The formula for the total rating is ((Quantity Acceptance %)+(On-Time Delivery % - Average Days Late) )÷ 2.


PO Vendor Performance Need By Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about the quantities received and shipped in Purchasing. The quantities received and shipped are returned in buckets that correspond to aging sets. The buckets represent the difference between the receipt and need by dates.

The relationship set provides received and shipped quantity measures. These measures can be analyzed by dimensions, such as the bill to location, need by date, product, receipt date, ship to location, vendor, and snapshot date, and attributes, such as the item type, aging set name, and bucket name.

The Supplier Performance by Need By Date dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 items, item types, warehouses, or suppliers by shipped or received quantities for aging sets based on a snapshot date

• Shipped or received quantities by aging buckets for aging sets based on a snapshot date



Supplier Performance by Need By DateThis dashboard enables the snapshot date-wise analysis of the quantity received by the aging bucket and other dimensions and attributes in Purchasing.

Using the rolling, 12-snapshot trend graph, you can drill down to the Supplier Performance by Need By Date Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details of only one aging bucket can be displayed for a snapshot. In Oracle Business Intelligence, when the dimension is the bill-to location, item, ship-to location, ship-to warehouse, supplier, or warehouse, the drilldown is available on only the line graph, and the details for all the bill-to locations, items, ship-to locations, ship-to warehouses, suppliers, and warehouses can be displayed for a snapshot. In IBM Cognos BI, when the dimension is the bill-to location, item, ship-to location, ship-to warehouse, supplier, or warehouse, the drilldown is available on the bar graph as well; the drilldown on the bar graph displays the details for a single bill-to location, item, ship-to location, ship-to warehouse, supplier, or warehouse for a snapshot.

PO Vendor Performance Promised Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized information about the quantities received and shipped in Purchasing. The quantities received and shipped are returned in buckets that correspond to aging sets. The buckets represent the difference between the receipt and promised dates.

The relationship set provides received and shipped quantity measures. These measures can be analyzed by dimensions, such as the product, promise date, receipt date, ship to location, vendor, and snapshot date, and attributes, such as the item type, aging set name, and bucket name.


The Supplier Performance By Promised Date dashboard is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Received or shipped quantities by aging buckets for an aging set based on a snapshot date

• Top 10 items, item types, warehouses, or vendors by shipped quantities or received quantities for aging sets based on a snapshot date


Supplier Performance By Promised DateThis dashboard enables the snapshot date-wise analysis of the receipt date exception time by the aging bucket and other dimensions and attributes in Purchasing.

Using the rolling, 12-snapshot trend graph, you can drill down to the Supplier Performance By Promise Date Details report.

In both the reporting tools, when the dimension is the aging bucket, the drilldown is available on only the line graph, and the details for only one aging bucket can be displayed for a snapshot date. In Oracle Business Intelligence, when the dimension is the supplier, warehouse, item, ship-to warehouse, ship-to location, or bill-to location, the drilldown is available on only the line graph, and the details of all the suppliers, warehouses, items, ship-to warehouses, ship-to locations, and bill-to locations can be displayed for a snapshot date. In IBM Cognos BI, when the dimension is the supplier, warehouse, item, ship-to warehouse, ship-to location, or bill-to location, the drilldown is available on the bar graph as well, and the details for a single supplier, warehouse, item, ship-to warehouse, ship-to location, or bill-to location can be displayed for a snapshot date.


Noetix Analytics for Oracle Human Resources

Noetix Analytics for Oracle Human Resources provides relationship sets for the support of the following subject areas to meet the needs of human resources managers, generalists, recruitment managers, compensation managers, benefits managers, benefits analysts, and vice presidents:

• Contact details: The following relationship sets provide information about current and former employees, current and ex-applicants, and employee contact details:

• HR Employee Addresses Details ODS

• HR Employee Addresses Details DM

• HR Employee Phones Details ODS

• HR Employee Phones Details DM

• Head count: The following relationship sets provide information about the number of individuals associated with the business unit:

• HR Current Headcount Details DM

• HR Headcount Summary DM

• HR Headcount Snapshot Summary DM

• Organization structure: The following relationship sets provide information about the organization hierarchy:

• HR Organization Structure Elements Details ODS

• HR Organization Structure Versions Details ODS

• HR Organization Structures Details ODS


• Employee details: The following relationship sets provide information about information types associated with the employees:

• HR Current Turnover Details DM

• HR Employee History Details ODS

• HR Employee History Details DM

• HR Person Analyses Details ODS

• HR Person Analyses Details DM

• Attendance: The following relationship sets provide information about attendance of the employees:

• HR Absence Attendances Details ODS

• HR Absence Attendances Details DM

• Assignments: The following relationship sets provide information about assignments of the employees:

• HR Assignments Details ODS

• HR Assignments Details DM

• Performance: The following relationship sets provide information about the performance of the employees:

• HR Competence Elements Details ODS

• HR Performance Reviews Details ODS

• Plans/options and participants: The following relationship sets provide information about plans/options and participant details:

• HR Participant Enrollments Details ODS

• HR Participant Enrollment Details DM


• HR Participant Rates Details ODS

• HR Plan Options Details ODS

• Pay elements: The following relationship sets provide information about the elements to build all earnings, deductions, and benefits that can be given to employees:

• HR Element Entries Details ODS

• HR Element Entry Values Details ODS

• HR Element Links Details ODS

• HR Element Types Details ODS

• HR Element Values Details DM

• HR Input Values Details ODS

• PAY Element Type Extra Info Details ODS

• Applications: The HR Applications Details ODS relationship set provides information about the applications submitted for employment.

• Service periods: The HR Service Periods Details ODS relationship set provides information about the period of service or employment information for employees.

• Vacancies: The HR Vacancies Details ODS and HR Vacancies Details DM relationship sets provide information about vacancies including information about components identifying organization, job, group, grade, position, and location.

• U.S. Federal tax rules: The following relationship sets provide information about federal tax details for specific employee assignments:

• PAY US Employee Federal Tax Rules Details ODS

• PAY US Employee State Tax Rules Details ODS


• Pay proposals: The following relationship sets provide information about salary proposals:

• HR Pay Proposals Details ODS

• HR Pay Proposals Details DM

HR Employee Addresses Details DMThe reports/dashboards based on this relationship set return information about addresses of employees in Human Resources.

The relationship set provides details of addresses. These details can be analyzed by dimensions, such as the address end date, address start date, and business group, and attributes, such as the primary flag (for indicating the primary address) and current employee flag.

The HR Employee Address Details report is based on this relationship set.

HR Employee Address DetailsThis report returns detail-level information about addresses of employees in Human Resources. The report displays information about employees and whether the addresses are the primary addresses.



HR Current Headcount Details DMThe reports/dashboards based on this relationship set return information about employees and their assignments in Human Resources.

The relationship set provides measures, such as the hourly, weekly, and proposed salaries; number of openings; applicant rank measure; budget measurement value; grade and pay annualization factors; and notice and probation periods. These measures can be analyzed by dimensions, such as the effective start date, employee, final process date, human resources organization, human resources source organization, job, last salary change date, last standard process date, next salary review date, notified termination date, accepted termination date, payroll, person referred by employee, position, probation end date, projected termination date, recruiter employee, recruitment activity, set of books, supervisor employee, account segment, termination accept employee, vacancy requisitioner employee, actual termination date, adjusted service date, business group, collective agreement, and effective end date, and attributes, such as the assignment type, current employee flag, employee category, labor union member flag, manager flag, primary flag, and work at home flag.

The HR EEOC Analysis, HR EEOC Details, HR Headcount Analysis - Current, and HR Headcount Details - Current reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Hourly salaries by account segments, employee categories, or assignment types

• Monthly salaries by account segments, employee categories, or assignment types

• Proposed salaries by account segments, employee categories, or assignment types

• Weekly salaries by account segments, employee categories, or assignment types


HR EEOC AnalysisThis report returns information for EEOC reporting about the headcount of employees by gender, actual age, average age, or ethnicity in Human Resources. This report displays information about business groups, departments or organizations, job names, and employment categories.

Using the gender, actual age, average age, or ethnicity dimensions, you can drill down to the HR EEOC Details report.

Unlike other reports, this report also has a graphical component.

HR EEOC DetailsThis report returns detail-level information for EEOC reporting about employees in Human Resources. The report displays information about business groups, departments or organizations, job names, employment categories, ethnic groups, and genders.


HR Headcount Analysis - CurrentThis report returns summarized information about the current headcounts of employees in Human Resources. The report displays information about headcounts and percentages of total headcount.

Using the headcount pie chart, headcount dimension, or percentage of total headcount dimension, you can drill down to the HR Headcount Details - Current report. The drilldown on the percentage of total headcount dimension is available in only Oracle Business Intelligence.

Unlike other reports, this report also has a graphical component for some combinations of dimensions. After the report is rendered, using the Select View list, you can view the results by business groups; organizations; jobs; employment categories; business groups, organizations, jobs, and employment categories; organizations, jobs, and employment categories; organizations and jobs; organizations and employment categories; or jobs and employment categories.


HR Headcount Details - CurrentThis report returns detail-level information about employees in Human Resources. The report displays information about business groups, organizations, jobs, and employees.


The report can be accessed only through the HR Headcount Analysis - Current report.

HR Headcount Snapshot Summary DMThe reports/dashboards based on this relationship set return snapshots of summarized personal information about employees in Human Resources.

The relationship set provides measures, such as the hourly, weekly, monthly, yearly, and proposed salaries; grade and pay annualization factors; notice, probation, and salary review periods; and normal hours. These measures can be analyzed by dimensions, such as the accepted termination date, account segment, actual termination date, adjusted service date, business group, company location, effective start date, effective end date, employee, final process date, human resources organization, human resources source organization, job, last salary change date, last standard process date, next salary review date, notified termination date, payroll, person referred by, probation end date, projected term date, recruiter, recruitment activity, set of books, snapshot date, and supervisor, and attributes, such as the primary flag, manager flag, labor union member flag, current employee flag, and work at home flag.

The Headcount dashboard is based on this relationship set. Additionally, a report/dashboard can be built on this relationship set for obtaining the salary details by account segments.



HeadcountThis dashboard enables the snapshot date-wise analysis of the headcount by the business group and other dimensions and attributes in Human Resources.

Using the rolling, 12-snapshot trend graph, you can drill down to the Headcount Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the age groups, business groups, departments or organizations, jobs, employment categories, countries, and ethnic groups can be displayed for a snapshot date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single age group, business group, department or organization, job, employment category, country, and ethnic group can be displayed for a snapshot date. In both the reporting tools, the results of the dashboard and the drill report can be filtered according to the gender of the employees.

HR Current Turnover Details DMThe reports/dashboards based on this relationship set return current turnover information about employees in Human Resources.

The relationship set provides measures, such as the hourly, weekly, monthly, yearly, and proposed salaries; budget measurement value; grade and pay annualization factors; normal hours; and notice period. These measures can be analyzed by dimensions, such as the accepted termination date, account segment, actual termination date, adjusted service date, business group, collective agreement, company location, effective start date, effective end date, employee, final process date, human resources organization, human resources source organization, job, last salary change date, last standard process date, next salary review date, notified termination date, payroll, person referred by employee, position, probation end date, projected termination date, recruiter employee, recruitment activity, set of books, supervisor, termination accept employee, and vacancy, and attributes, such as the current employee flag, labor union member flag, manager flag, primary flag, and work at home flag.

The HR Turnover Analysis - Current, HR Turnover Analysis - Trends, and HR Turnover Details reports and the Employee Turnover dashboard are based on this relationship set.


HR Turnover Analysis - CurrentThis report returns summarized information about terminated employees in Human Resources. The report displays information about turnover counts and percentages of the total turnover count.

In Oracle Business Intelligence, using the turnover count pie chart or combinations of the business group name, department or organization name, job name, employment category, termination reason, voluntary (termination), and percentage of total turnover count dimensions, you can drill down to the HR Turnover Details report. In IBM Cognos BI, using the turnover count pie chart or dimension, you can drill down to the HR Turnover Details report.

Unlike other reports, this report also has a graphical component for some combinations of dimensions. After the report is rendered, using the Select View list, you can view the results by business group; human resources organization; job; category; reason; voluntary or involuntary (termination); human resources organization and job; human resources organization, job, and category; human resources organization, job, category, and reason; job and category; or human resources organization and category.

HR Turnover Analysis - TrendsThis report returns the turnover trend of employees in Human Resources over fiscal years or quarters by business group, organization, job, leaving reason, employment category, or termination category.

Using the trend line or bar, you can drill down to the HR Turnover Details report for the turnover details about a year or quarter.

Unlike other reports, this report is rendered in only graphical format.


HR Turnover DetailsThis report returns detail-level information about the terminated employees in Human Resources. The report displays information about business groups, organizations, jobs, and fiscal periods.


The report can be accessed only through the HR Turnover Analysis – Current or HR Turnover Analysis - Trends report.

Employee TurnoverThis dashboard enables the period-wise analysis of the number of terminations by the business group and other dimensions and attributes in Human Resources.

Using the rolling, 12-month trend graph, you can drill down to the Employee Turnover Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the business groups, departments or organizations, jobs, employment categories, countries, termination reasons, and age groups can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single business group, department or organization, job, employment category, country, termination reason, or age group can be displayed for a period. In both the reporting tools, the results of the dashboard and the drill report can be filtered according to the gender of the terminated employees.


HR Absence Attendances Details DMThe reports/dashboards based on this relationship set return information about absentee employees in Human Resources.

The relationship set provides the absence days, absence hours, and occurrence measures. These measures can be analyzed by dimensions, such as the absence end date, absence start date, authorizing employee, business group, employee, notification date, projected end date, projected start date, and replacement employee, and attributes, such as the absence category, absence type, and hours or days late flag.

The HR Employee Absence Details report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Employees by absence categories within a period

• Occurrences of absence types by employees

• Top 10 employees by absence days

HR Employee Absence DetailsThis report returns detail-level information about the absentee employees in Human Resources. The report displays information about business groups and employees.



HR Assignments Details DMThe reports/dashboards based on this relationship set return information about employee assignments in Human Resources.

The relationship set provides measures, such as the hourly, weekly, monthly, yearly, and proposed salaries; budget measurement value; grade and pay annualization factors; normal hours; and notice period. These measures can be analyzed by dimensions, such as the accepted termination date, account segment, actual termination date, adjusted service date, business group, collective agreement, company location, effective end date, effective start date, employee, final process date, human resources organization, job, last salary change date, last standard process date, next salary review date, notified termination date, payroll, person referred by employee, position, projected termination date, recruiter employee, recruitment activity, set of books, source human resources organization, supervisor employee, termination accept employee, and vacancy requisitioner employee, and attributes, such as the assignment type, employee category, leaving reason, labor union member flag, manager flag, primary flag, and work at home flag.

The HR All Active Employee Details, HR Average Salary by Job, HR Average Yearly Salary by Job, HR Employee Positions and Seniority Date, and HR Employee Yearly Salary Details reports are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Hourly, weekly, monthly, yearly, or proposed salaries by account segments, employee categories, or assignment types


HR All Active Employee DetailsThis report returns detail-level information about assignments of active employees in Human Resources. The report displays information about the standard hours, hourly and yearly salaries, departments or organizations, positions, payrolls, employees, grades, and salary bases.


HR Average Salary by JobThis report returns information about the average yearly salaries for employees in Human Resources. The report displays information about business group names, employee counts, job names, and gender.

In Oracle Business Intelligence, using the job name or average yearly salary dimension, you can drill down to the HR Average Yearly Salary by Job Report, and using the gender dimension, you can drill down to the HR Employee Yearly Salary Details report. In IBM Cognos BI, using the job name or average yearly salary dimension, you can drill down to the HR Average Yearly Salary by Job Report, and using the employee count dimension, you can drill down to the HR Employee Yearly Salary Details report.

In IBM Cognos BI, after the report is rendered, you can filter the results by the business group.


HR Average Yearly Salary by JobThis report returns information about the average yearly salaries by jobs and gender in Human Resources. The report displays information about job names and average yearly salaries.

Using the job name, male, or female dimension, you can drill down to the HR Employee Yearly Salary Details report.

This report can be accessed only through the job name or average yearly salary dimension of the HR Average Salary by Job report. Unlike other reports, the HR Average Yearly Salary by Job report also has a graphical component.

HR Employee Positions and Seniority DateThis report returns detail-level information about the years of experience of active employees in Human Resources. The report displays information about departments or organizations, jobs, positions, employees, and years at a company.

Using the employee number dimension, you can drill down to the HR All Active Employee Details report for additional details of an employee.

HR Employee Yearly Salary DetailsThis report returns information about the yearly salaries for employees in Human Resources. The report displays information about business groups, employee names, and jobs.


In Oracle Business Intelligence, the report can be accessed only through the gender dimension of HR Average Salary by Job report or the job name, male average yearly salary, or female average yearly salary dimension of the HR Average Yearly Salary by Job drill report. In IBM Cognos BI, the report can be accessed only through the employee count dimension of HR Average Salary by Job report or the job name, male average yearly salary, or female average yearly salary dimension of the HR Average Yearly Salary by Job drill report.


HR Participant Enrollment Details DMThe reports/dashboards based on this relationship set return information about the plans and options in which participants are enrolled in Human Resources.

The relationship set provides amount-related measures, such as the annual rate, benefit, and communicated value rate amounts. These measures can by analyzed by dimensions, such as the benefits program, business group, element entry value end date, element entry value start date, employee, enrollment coverage end date, enrollment coverage start date, original enrollment date, participant enrollment end date, participant enrollment start date, plan option end date, plan option start date, plan type, rate end date, and rate start date, and attributes, such as the no longer eligible flag, participant is covered flag, and suspended flag.

The HR Benefit Details report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Benefit amounts by top 10 business groups

• Coverage amounts by top 10 business groups

• Dependent details by employee numbers

HR Benefit DetailsThis report returns detail-level information about the benefits for employees in Human Resources. The report displays information about employees and plans (for benefits).



Noetix Analytics for Oracle Inventory

Noetix Analytics for Oracle Inventory provides relationship sets for the support of the following subject areas to meet the needs of purchase executives, procurement managers, retail managers, store managers, assistant store managers, production controllers, production managers, stock analysts, quality assurance analysts, warehouse and logistics controllers, supply chain managers, and internal operations controllers:

• Item details: The following relationship sets provide information about customer items, pending item statuses, and related items:

• INV Customer Item Details DM

• INV Pending Item Status Details ODS

• INV Pending Item Status Details DM

• INV Related Items Details ODS

• Item costs: The following relationship sets provide information about item costs:

• INV Item Cost Details ODS

• INV Item Cost Details DM

• INV Item Cost Details DM - IT ONLY

• INV Item Cost ODS

• INV Item Cost DM

• INV Standard Cost Details DM


• Transactions: The following relationship sets provide information about material transactions:

• INV Lot Material Transactions Details DM

• INV Lot Material Transactions Details DM - IT ONLY

• INV Material Transactions Details ODS

• INV Material Transactions Details DM

• Inventory on-hand: The following relationship sets provide information about inventory on-hand and inventory on-hand history of items:

• INV Onhand Analysis Summary DM

• INV Onhand Details ODS

• INV Onhand Details DM

• INV Onhand History Summary DM

• Inventory planning: The following relationship sets provide information about safety stock, demand history, and Kanban planning:

• INV Demand History Details DM

• INV Item Safety Stock Details DM

• INV Kanban Card Activity Details ODS

• INV Safety Stock Details ODS

• Item reservations: The following relationship sets provide information about item reservations:

• INV Reservation Details DM

• INV Reservation Details DM - IT ONLY

• Item catalog: The INV Element Values Bridge DM relationship set provides information about the descriptive element values of items.


INV Item Cost Details DMThe reports/dashboards based on this relationship set return information about the costs of items in Inventory.

The relationship set provides the item cost amount, usage rate or amount, and resource cost amount measures. These measures can be analyzed by dimensions, such as the department, organization, product, resource, set of books, vendor, and warehouse, and attributes, such as the item type.

The Inventory Item Cost Details report and the Item Cost Details dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Item costs by sets of books

• Resource costs by sets of books

• Usage rates by sets of books

Inventory Item Cost DetailsThis report returns detail-level information about costs for products in Inventory. The report displays information about products, warehouses, resources, and suppliers.


Item Cost DetailsThis dashboard enables the cost type-wise analysis of the average item cost by the operating unit and other dimensions and attributes in Inventory.



INV Item Cost DMThe reports/dashboards based on this relationship set return information about the costs of items in Inventory.

The relationship set provides cost-related measures, such as the material, previous-level material, present-level material, material overhead, previous-level material overhead, present-level material overhead, outside processing, previous-level outside processing, present-level outside processing, resource, previous-level resource, present-level resource, and burden costs, and the shrinkage rate measure. These measures can be analyzed by dimensions, such as the item warehouse and warehouse, and attributes, such as the cost type, item type, inventory asset indicator, and based on rollup flag.

The Inventory Item Costs report and the Item Cost Analysis dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Top 10 items by material overhead costs

• Top 10 warehouses by outside processing costs

• Item costs by cost types

Inventory Item CostsThis report returns information about the costs for products in Inventory. The report displays information about warehouses, products, and costs.

Using the cost details dimension, you can drill down to the Inventory Item Cost Details report for additional details about a product.

Item Cost AnalysisThis dashboard enables the cost type-wise analysis of the average item cost by the warehouse and other dimensions and attributes in Inventory.



INV Standard Cost Details DMThe reports/dashboards based on this relationship set return information about the standard costs of items in Inventory.

The relationship set provides amount-related measures, such as the in-transit adjustment, inventory adjustment, material cost, material overhead cost, outside processing cost, overhead cost, resource cost, and Work in Process adjustment amounts, and the in-transit adjustment, inventory adjustment, and Work in Process adjustment quantity measures. The quantity-related measures are returned in the transaction and global units of measures (UOMs). These measures can be analyzed by dimensions, such as the item warehouse, standard cost revision end date, standard cost revision start date, and warehouse, and attributes, such as the end date exception flag and item type.

The Standard Cost History dashboard is based on this relationship set.

Standard Cost HistoryThis dashboard enables the period-wise analysis of the average standard cost by the warehouse and other dimensions and attributes in Inventory.

Using the rolling, 12-month trend graph, you can drill down to the Standard Cost Details report.

The dashboard is available for only Release 12 and later. In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the items and warehouses can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single item or warehouse can be displayed for a period.


INV Material Transactions Details DMThe reports/dashboards based on this relationship set return information about transactions of materials in Inventory.

The relationship set provides amount-related measures, such as the actual cost, encumbrance, intercompany cost, new cost, prior cost, transfer cost, and variance amounts, and quantity-related measures, such as the adjusted, primary, and transaction quantities. The amount-related measures are returned in the functional and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the account segment, expenditure type, organization, product, project, set of books, subinventory, task, transaction date, transfer organization, transfer subinventory, transfer warehouse, and warehouse, and attributes, such as the costed flag, invoiced flag, and item type.

The Inventory Material Transaction Details report and the Material Transactions dashboard are based on this relationship set. Additionally, a report/dashboard can be built on this relationship set for obtaining the invoiced or costed transactions by warehouses.

Inventory Material Transaction DetailsThis report returns detail-level information about the actual costs for transactions of items by warehouses and subinventories in Inventory. The report displays information about products and transactions.


In Oracle Business Intelligence, you can use the Select View list to display additional columns pertaining to the reason, project, task, transaction reference, and transfer subinventory. In IBM Cognos BI, details pertaining to the reason, project, task, transaction reference, and transfer subinventory can be selected for display in the report before it is rendered.


Material TransactionsThis dashboard enables the period-wise analysis of the transaction quantity by the warehouse and other dimensions and attributes in Inventory.

Using the rolling, 12-month trend graph, you can drill down to the Material Transactions Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the warehouses, ledgers, operating units, subinventories, transaction actions, transaction sources, transfer operating units, transfer warehouses, transfer subinventories, items, projects, and project expenditure types can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single warehouse, ledger, operating unit, subinventory, transaction action, transaction source, transfer operating unit, transfer warehouse, transfer subinventory, item, project, or project expenditure type can be displayed for a period.

INV Onhand Analysis Summary DMThe reports/dashboards based on this relationship set return summarized information about on-hand quantities of items in Inventory.

The relationship set provides quantity-related measures, such as the on-hand, purchasing on order, and safety stock quantities, and cost-related measures, such as the total material, total material overhead, total outside processing, total overhead, total resource, unit item, unit material, unit material overhead, unit outside processing, unit overhead, and unit resource costs. The safety stock quantity is returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the product, safety stock effectivity date, and warehouse, and attributes, such as the item type.

The Inventory Movement - Last 3 Years and Inventory On-Hand Summary reports are based on this relationship set. Additionally, a dashboard can be built on this relationship set for obtaining the inventory movements in last three years by warehouses or products.


Inventory Movement - Last 3 YearsThis report returns summarized information about the on-hand values of products in Inventory. The report displays information about warehouses; products; and sales order, work in process, safety stock, and on-hand quantities.


After the report is rendered, you can use the View By list to view the records by product or warehouse.

Inventory On-Hand SummaryThis report returns summarized information about on-hand quantities and on-hand values of items in Inventory. The report displays information about warehouses, products, UOMs, currencies, and unit item costs.

In Oracle Business Intelligence, using the warehouse dimension, you can drill down to the Inventory On-Hand Details report. In IBM Cognos BI, using the warehouse, on-hand quantity, or on-hand value dimension, you can drill down to the Inventory On-Hand Details report.

After the Inventory On-Hand Summary report is rendered, you can use the View By list to view the records by warehouse or product.

INV Onhand Details DMThe reports/dashboards based on this relationship set return information about the on-hand quantities of items in Inventory.

The relationship set provides cost-related measures, such as the material, material overhead, outside processing, resource, and unit item costs, and the on-hand, primary transaction, and secondary transaction quantity measures. The unit item cost measure is returned in the functional and global currencies. The quantity-related measures are returned in the transaction and global UOMs. These measures can be analyzed by dimensions, such as the product, project, received date, subinventory, task, and warehouse, and attributes, such as the item type.


The Inventory On-Hand Details and Inventory On-Hand Cost Details (Frozen Cost Type) reports and the On-Hand Current dashboard are based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• On-hand quantities or values by items or warehouses within a period

• Top 10 products by unit costs within a period

Inventory On-Hand DetailsThis report returns detail-level information about the on-hand values and quantities of products in Inventory. The report displays information about products, subinventories, locators, projects, and tasks.


After the report is rendered, you can use the View By list to view the records by warehouse, product, subinventory, locator, project, or task.

Inventory On-Hand Cost Details (Frozen Cost Type)This report returns detail-level information about on-hand values and quantities of products for the frozen cost type in Inventory. The report displays information about unit costs.


After the report is rendered, you can use the View By list to view the records by warehouse, product, or subinventory.


On-Hand CurrentThis dashboard enables the period-wise analysis of the on-hand value by the warehouse and other dimensions and attributes in Inventory.

Using the rolling, 12-month trend graph, you can drill down to the On-Hand Current Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the warehouses, items, locators, projects, subinventories, and tasks can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single warehouse, item, locator, project, subinventory, or task can be displayed for a period.

INV Onhand History Summary DMThe reports/dashboards based on this relationship set return summarized information about on hand quantities of inventories in Inventory.

The relationship set provides cost-related measures, such as the material, material overhead, outside processing, resource, total, and unit costs, and the quantity begin and quantity transaction measures. These measures can be analyzed by dimensions, such as the product, subinventory, and warehouse, and attributes, such as the invalid cost flag and item type.

The Inventory On-Hand Trend report and the Item On-Hand History dashboard are based on this relationship set.

Inventory On-Hand TrendThis report returns the summarized trend of the total costs, material costs, material overhead costs, overhead costs, resource costs, outside processing costs, or quantities in Inventory over snapshot dates by warehouse or subinventory in Inventory.


Unlike other reports, this report is rendered in only graphical format. You can further restrict the information by the product.


Item On-Hand HistoryThis dashboard enables the snapshot date-wise analysis of the on-hand quantity by the warehouse and other dimensions and attributes in Inventory.

Using the rolling, 12-snapshot trend graph, you can drill down to the On-Hand History Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the warehouses, items, and subinventories can be displayed for a snapshot date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single warehouse, item, or subinventory can be displayed for a snapshot date.

INV Item Safety Stock Details DMThe reports/dashboards based on this relationship set return information about safety stocks in Inventory.

The relationship set provides the safety stock quantity measure. The safety stock quantity measure is returned in the transaction and global UOMs. This measure can be analyzed by dimensions, such as the effectivity date, product, project, and warehouse, and attributes, such as the item type.

The Safety Stock dashboard is based on this relationship set.

Safety StockThis dashboard enables the effective date-wise analysis of the safety stock quantity by the warehouse and other dimensions and attributes in Inventory.

Using the rolling, 12-effective dates trend graph, you can drill down to the Safety Stock Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details of all the warehouses, items, safety stock methods, projects, tasks, and forecast designators can be displayed for an effective date. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details of a single warehouse, item, safety stock method, project, task, or forecast designator can be displayed for an effective date.


INV Reservation Details DMThe reports/dashboards based on this relationship set return information about the reservation of items in Inventory.

The relationship set provides the reservation quantity measure. The measure is returned in the transaction and global UOMs. This measure can be analyzed by dimensions, such as the product, required date, subinventory, subinventory item, and warehouse, and attributes, such as the item type.

The Reservations dashboard is based on this relationship set. Additionally, a report/dashboard can be built on this relationship set for obtaining the quantities reserved by sales order numbers or items.

ReservationsThis dashboard enables the period-wise analysis of the total reservation quantity by the warehouse and other dimensions and attributes in Inventory.

Using the rolling, 12-month trend graph, you can drill down to the Reservations Details report.

In Oracle Business Intelligence, the drilldown is available on only the line graph, and the details for all the demand source types, items, locators, subinventories, supplier source types, and warehouses can be displayed for a period. In IBM Cognos BI, the drilldown is available on the bar graph as well, and the details for a single demand source type, item, locator, subinventory, supplier source type, or warehouse can be displayed for a period.


Noetix Analytics for Oracle Bills of Material

Noetix Analytics for Oracle Bills of Material provides relationship sets for the support of the following subject areas:

• Bills of material details: The following relationship sets provide information about the manufacturing and engineering bills of material and bills of material components:

• MFG Bill Of Materials Details ODS

• MFG BOM Components Details DM

• Bills of material sequence and routing: The following relationship sets provide information about resources, routing operations, and manufacturing and engineering routings:

• MFG BOM Resources On Operation Details ODS

• MFG BOM Operation Resources Details DM

• MFG BOM Routing Operations Details ODS

• MFG BOM Sequences Details DM


MFG BOM Components Details DMThe reports/dashboards based on this relationship set return information about components in Bills of Material.

The relationship set provides component-related measures, such as the quantity, quantity high, and quantity low. These measures can be analyzed by dimensions, such as the warehouse, product, and subinventory, and attributes, such as the assembly item, component item, component operation sequence number, component check available to promise (ATP), component include on ship documents, component mutually exclusive options, component optional, component required to ship, and component shipping allowed attributes.

The BOM Bills of Materials and BOM Item Where Used reports are based on this relationship set. Additionally, a report/dashboard can be built on this relationship set for obtaining component details by warehouses or subinventories.

BOM Bills of MaterialsThis report returns detail-level information about assemblies and their corresponding components in Bills of Material. This report displays information about warehouses, components, and assemblies.

Using the component item dimension, you can view the details of other assemblies that are using the component item.

BOM Item Where UsedThis report returns detail-level information about components and their corresponding assemblies in Bills of Material. This report displays information about warehouses, components, and assemblies.

Using the assembly item dimension, you can view the details of other assemblies that are using an assembly item.


Noetix Analytics for Oracle Work in Process

Noetix Analytics for Oracle Work in Process provides relationship sets for the support of the following subject areas:

• Work in process details: The MFG WIP Assemblies Details DM relationship set provides information about jobs, repetitive assemblies, and flow schedules.

• Work in process transactions: The following relationship sets provide information about work in process resource transaction and shop floor move transactions:

• MFG WIP Analysis Summary DM

• MFG WIP Transactions Details ODS

• MFG WIP Transactions Details DM

• MFG WIP Transactions Details DM - IT ONLY

• Work in process operations: The following relationship sets provide information about the material and resource requirements associated with job and repetitive schedule operations:

• MFG WIP Components Required By Jobs ODS

• MFG WIP Operations Details DM

• MFG WIP Operations For Jobs And Schedules Details ODS

• MFG WIP Operations Requirements Details DM

• MFG WIP Operations Resources Details DM

• Work in process period balances: The MFG WIP Period Balances Details DM relationship set provides information about jobs and schedules charges for the accounting periods.


MFG WIP Assemblies Details DMThe reports/dashboards based on this relationship set return information about assemblies in Work in Process.

The relationship set provides quantity-related measures, such as the completed, planned, net, scrapped, and start quantities. The quantity-related measures are returned in the transaction and global units of measure (UOMs). These measures can be analyzed by dimensions, such as the product, project, released date, routing revision date, scheduled completion date, scheduled start date, Work in Process entity, warehouse, bill of materials revision date, closed date, completed date, completion subinventory, organization, and task, and attributes, such as the allocated flag, demand source type, item type, and scheduled flag.

The WIP Discrete Jobs report is based on this relationship set. Additionally, reports/dashboards can be built on this relationship set for obtaining the following:

• Completed quantities by products, warehouses, Work in Process entities, or demand source types within a period

• Planned quantities versus completed quantities by products, warehouses, or demand source types within a period

• Scrapped quantities by products or warehouses within a period

WIP Discrete JobsThis report returns detail-level information about assemblies for discrete jobs in Work in Process. The report displays information about jobs; projects; tasks; and start, completed, scrapped, and net quantities.


After the report is rendered, you can use the View By list to display the records by warehouse, job, assembly, or job status.

Chapter 6

Uninstalling Noetix Analytics

Reports and Dashboards


OverviewThis chapter describes the prerequisites and steps for uninstalling Noetix Analytics reports and dashboards in Oracle Business Intelligence and IBM Cognos BI.

Uninstallation PrerequisitesYou must perform the following tasks before uninstalling Noetix Analytics reports and dashboards:

• Back up reports and dashboards that you have customized or created.

• Manually delete any customized reports or dashboards that you do not require. The uinstallation wizard does not delete them.

• Delete the following folders in Oracle Business Intelligence > Catalog Manager > Shared Folders:

• Noetix Analytics Dashboards

• Noetix Analytics Reports

• Noetix Analytics Reports - Overview

Chapter 6: Uninstalling Noetix Analytics Reports and Dashboards 231

Uninstall Noetix Analytics Reports and Dashboards for Oracle Business IntelligenceTo uninstall reports and dashboards for Oracle Business Intelligence1. Click Start > All Programs > Noetix Analytics Reports and Dashboards for

Oracle Business Intelligence > Uninstall. The Welcome to the Noetix Dashboards and Reports for Oracle Business Intelligence Uninstall page appears.


2. Click Next. The Uninstall Noetix Analytics Reports and Dashboards for Oracle Business Intelligence page appears.

3. Click Uninstall. The uninstallation process starts and completes, and the Uninstallation Complete page appears.

4. Click Finish. The Noetix Analytics Reports and Dashboards for Oracle Business Intelligence Uninstall wizard exits.

Chapter 6: Uninstalling Noetix Analytics Reports and Dashboards 233

Uninstall Noetix Analytics Reports and Dashboards for Cognos BITo Uninstall reports and dashboards for IBM Cognos BI1. Click Start > All Programs > Noetix Analytics Reports and Dashboards for IBM

Cognos> Uninstall. The Welcome to the Noetix Analytics Reports and Dashboards for IBM Cognos Uninstall page appears.

2. Click Next. The Uninstall Noetix Analytics Reports and Dashboards for IBM Cognos page appears.


3. Click Uninstall. The uninstallation process starts and completes, and the Uninstallation Complete page appears.

4. Click Finish. The Noetix Analytics Reports and Dashboards for IBM Cognos Uninstall wizard exits.

Documents

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