Deploy Operational Controls “Alerts / Approvals / Blocks Presented by: Gary Godfrey Solution Expert November 9, 2015

Summary: We will discuss the benefits of Operational Controls Who Should Attend: Office Managers, Production Managers, Anyone who fixes errors Logistics: With Control SUMMARY #Orchestrate2015

1.Overview 2.Approval Procedures 3.Alerts 4.Blocks 5.Q&A AGENDA #Orchestrate2015

Overview Operational controls can provide real time monitoring and control. Approvals can delay creation of documents until they are approved. Alerts notify key users of issues as they happen. Allows issues to be addressed before filtering into the system. Blocks will block transactions from occurring if the meet defined criteria. #Orchestrate2015

Approvals #Orchestrate2015

Approvals Approval Flow When approvals are activated documents created will be saved as a draft. The Authorization users will get notification that a document need approval. Once approved, originator gets a notice document was approved and is ready for generation. Document cannot be edited by the originator. #Orchestrate2015

Approvals Components Approval Stages Approval Templates Approval Status Report Approval Decision Report #Orchestrate2015

Approvals Approval Stages Administration > Approval Procedures > Approval Stages Set the Stage Name Who can Authorize How many are authorizations are required #Orchestrate2015

Approvals Approval Templates Administration > Approval Procedures > Approval Templates Originator Tab Select the Users that are subject to this approval template #Orchestrate2015

Approvals Approval Templates Administration > Approval Procedures > Approval Templates Documents Tab Select the documents this template applies to. #Orchestrate2015

Approvals Approval Templates Administration > Approval Procedures > Approval Templates Stages Tab Select the Approval Stage for this template. #Orchestrate2015

Approvals Approval Templates Administration > Approval Procedures > Approval Templates Terms Tab This determines when the approval template is activated. “Always” or “When the Following Applies” Can also use a query for the conditions. #Orchestrate2015

Approvals Approval Terms Deviation from Credit Limit Deviation from Commitment Gross Profit % Discount % Deviation from Budget Total Document User Defined Query #Orchestrate2015

Approvals Approval Status Report Administration > Approval Procedures > Approval Status Report. #Orchestrate2015

Approvals Approval Decision Report Administration > Approval Procedures > Approval Decision Report #Orchestrate2015

Alerts #Orchestrate2015

Alerts Standard System Alerts Deviation from % of Gross Profit Deviation from Budget Deviation from Commitment Deviation from Credit Limit Deviation from Discount (in %) Minimum Stock Deviation MRP Recommendations Due #Orchestrate2015

Alerts Orchestrated Alerts GRPO Older than 10 Days GRPO Price and Average Variance Production Component Variance Production Header Variance Purchase Order Price and Average Variance Sales Order Price vs Price List Variance A/P Invoices Eligible for Discount Warehouses without Location assigned #Orchestrate2015

Alerts Standard Alerts Administration > Alerts Management #Orchestrate2015

Alerts Saved Query based Alerts Administration > Alerts Management #Orchestrate2015

Alerts Saved Query based Alerts Select the Frequency the alert runs Select who is to receive the alert #Orchestrate2015

Blocks #Orchestrate2015

Blocks Transaction Notification Blocks are code placed in SQL that will prevent a transaction from going through. If a transaction meets the criteria to be blocked, the user will see a red bar and message at the bottom of the window. Used frequently in Production Examples: Prevent Receipt date from being greater than Planned date. “ Receipt From Production Date Cannot Be Greater Than Production Order Due Date” Block Production Goods Receipt greater than $30,000 “Document Total is Excessive, Double Check unit of measures.” These types of Controls are installed by Orchestra. #Orchestrate2015

Summary Establish your controls. Identify the areas where you can benefit from controls. Identify the specific data points/KPIs to drive controls. Build the Queries Create the Alert/Approvals/etc Test in the TEST Database Rollout to Live Database #Orchestrate2015

Q&A #Orchestrate2015

Thank You!