Tags are properties of cases that are important for Order-to-Cash process and can be used to monitor the process in AppOne.
In the SAP Order-To-Cash Connector 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 illustration below.
Below is a description of the default Tags for the Order-to-Cash process.
Can be used to ...
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.
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.
Invoice item cancelled
At least one activity Cancel invoice item takes place.
track the amount of canceled invoices within the reporting period.
Credit memo item cancelled
At least one activity Cancel credit memo item takes place.
track how often a credit memo is cancelled.
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.
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.
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.
At least one activity Change payment term or Change payment due date takes place.
track how often customers reject one or more items in a sales order.
Payment condition changed
The case has during the process an incomplete picking status, for example, due to a missing or damaged material.
identify all unexpected changes to payment terms which can cause inaccuracy in accounting and credit reporting process and can influence cash flow.
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.
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.
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.
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.
Payment block applied
Block on payment, which blocks a payment on the payment item.
track how often a payment block has been set.
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.
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.
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.
5 days open credit memo request
The time between activities Create credit memo request item and
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.
Updated 11 days ago
|Adding Process Specific Tags|