Order-to-Cash tags

Introduction

Tags are properties of cases that are important for Order-to-Cash process and can be used to monitor the process in AppOne.

Default Tags

In the SAP Order-to-Cash Connector for AppOne default tags are defined for the Order-to-Cash process. For each Tag an expression is defined in the Cases_preprocessing table, and the Tags are ordered in folders by Tag type. See the illustration below.

Below is a description of the default Tags for the Order-to-Cash process.

Tag	Description	Can be used to ...	Tag Type
Invoice item not released into accounting	Payment document does not exist for an invoice item.	monitor unreleased invoices within the reporting period, to ensure accounts receivables and revenue are posted on-time, and to reduce the number of invoices with posting overdue.	General
Sales order item rejected	The activity Reject SO item takes place.	track how often customers reject one or more items in a sales order. These items are then not copied into subsequent documents.	General
Invoice item cancelled	At least one activity Cancel invoice item takes place.	track the amount of canceled invoices within the reporting period.	General
Credit memo item cancelled	At least one activity Cancel credit memo item takes place.	track how often a credit memo is cancelled.	General
Credit memo request item rejected	At least one activity Reject credit memo request item takes place.	track how often a credit memo request item is rejected.	General
Availability check failed	Confirmed quantity of a sales order item is zero.	track how often the available to promise check failed (confirmed quantity = 0 ST) after the sales order was created and material and quantity are entered which caused the further delivery process was stopped or delayed.	Inefficiency
Confirmed delivery date changed	At least one activity Change SO item confirmed delivery date takes place, which changes the arrangement with the customer.	track how often the confirmed delivery date changed (postponed) which indicates how often arrangements with a customer are changed.	Inefficiency
Incomplete picking	The case has during the process an incomplete picking status, for example, due to a missing or damaged material.	Track how often material is not available to complete the picking.	Inefficiency
Payment condition changed	At least one activity Change payment term or Change payment due date takes place.	identify all unexpected changes to payment terms which can cause inaccuracy in accounting and credit reporting process and can influence cash flow.	Inefficiency
Credit block applied	Block on sales order or delivery, which blocks the case based on the credit status of a customer.	track which Customer, Region or Country has the highest rate of credit checks within deliveries to understand the root cause easily.	Block
Billing block applied	Block on sales order or delivery, which blocks the invoice creation.	track how often a warehouse manager/worker blocks delivery for billing.	Block
Delivery creation block applied	Block on sales order, which blocks the delivery creation.	track how often block on sales order item level, which blocked delivery creation, occurs.	Block
Shipment block applied	Block on delivery, which blocks the shipment of goods.	track how often a warehouse manager/worker blocks delivery for shipment due too several reasons, for example wrong shipment.	Block
Payment block applied	Block on payment, which blocks a payment on the payment item.	track how often a payment block has been set.	Block
3 days late billing	Invoice item is created at least three days later than the post goods issue date.	identify cases where the time between shipment and billing creation deviated from normal.	Violation
Billing date later than planned	Actual billing date of an invoice item is later than the planned billing date defined on the sales order.	monitor the billing documents where the actual billing date is later than planned billing date.	Violation
Invoice creation later than billing date	Creation date of an invoice item is later than the billing date, which means that the invoice is created too late.	identify cases where the invoice creation date is later than the billing date, which means that the invoice is created too late such that an invoice is created in the past.	Violation
5 days open credit memo request	The time between activities Create credit memo request item and Create credit memo item or Reject credit memo request item is 5 days or more.	identify credit memo requests that longer than 5 days open. Credit memo requests should be handled on time to prevent delays. A credit memo request should be followed up with either a rejection or the creation of the credit memo.	Violation

Related Information

See Adding Process Specific Tags to the SAP Connector for AppOne.