1. Supply Chain Monitoring Dashboard (SCMD) User Guide for BOL
Global Supply Chain EMEA – BT & SCMD Team
Alain Vogels
December 2015

2. SC Monitoring Dashboard
Focus on BOL

3. SC Monitoring Dashboard Focus on : BOL

4. From Downstream to Upstream Portfolio Management
SO Portfolio management
Delivery created without Good Issue
Stock available with no delivery created
Complete orders
Release credit / delivery blocks
Verify and correct:
ATP (if not active understand why, and where)
2nd client
Issue with PO update not report in SO
Rescheduling in AUTO (if not where & why)
PO Portfolio management
LA in the past
AB in the past  ULO
Blank (no confirmation)
Pre shortage
MRP messages/ EDI errors
Shortage
BOL LA BO AB FO
Blanck
Whs P
Stk
Shortage
BOL SO PO SO PO SO IG
DC1 IG
DC2
Plant OG IG OG OG GR
Stock Controller / VFE
FO: register the orders & manage the relation with the customers
BO: manage the orders in the system
DSP
Whs
PPS + Transport
ICOM
US/ Asia/ …
Plant Stock Controller / VFE

5. Insert Business rules

7. BOL OG / IG  from downstream to upstream
Orders Flow SO PO SO PO SO IG
DC1 IG
DC2 OG
Plant IG OG OG
True Service Delivery - RCA
Order Entry
Order Processing
(Unclean orders)
Stock Availability
(Procurement)
Delivery Creation
Pick Release
Order Despatch
(GI Date)
Deliver to customer

8. True Service Delivery - Root Causes
True Service Delivery - RCA
Order Entry
Order Processing
(Unclean orders)
Stock Availability
(Procurement)
Delivery Creation
Pick Release
Order Despatch
(GI Date)
Deliver to customer
(inc. Direct shipment )
Product not identified
Customer not identified/ no account
Planning
Insufficient resource
System failure
EDI failure
Procedural delay
Credit block
Credit limit
Master data issues
Quotation
Discount approval
Price issue
Missing data
Customer hold
Commercial hold
Product blocks – Obsolete etc.
QMax
Forecasting
Supplier late
Stock level incorrect
Global shortage
Local shortage
MTO procurement
New product
High demand
Obsolete
Quality Issue
Delivery block
Finance block
Credit limit exceeded.
Incomplete status
Master data issue
Complete order
Goods issue date changed.
Delivery not created
Scheduling
Quality hold
Delivery created but not released by warehouse for picking.
Warehouse resource
Planning
Export Issue
GI date not posted
Delivered late
Missing box
Delivered to incorrect address.
Export Issue
Ferry/ boat delay
Note: This list is not exhaustive and is provided as a guide to potential root causes at each process, some variances exist across countries
Note: For True Service Delivery we include all lines and do not exclude any lines for any reason.

9. Parameters to identify the backlog in each DCs
An analyze of all the orders we have to deliver to our customers 1
Scope of the RCA query (Backlog/Portfolio, RCA only on late orders)  SO + STO & CCSTO
By System
SO Document type
PO Document type
SO Item category
SO status
Rejected items 2
Scope of the BOL
Exclusion to apply (credit block/delivery block/billing block)
Customer blocked for credit reason
When does a SO should be considered as shipped (excluded from BOL) 3
Organizational scope
By DC
Shipping plant
Shipping point 4
Specific rules
Distribution channel IG/OG
Material exclusion
stocking policy
1st GI date
Last GI date
1st GI
Backlog
xxxx
Late lines = BOL
BOL by delay category
(1st GI in the past)
yyyy
To deliver in the future (requested date in the future)
EMEA ERP Federation
SAP System 1
DC1
DC2
DC…
SAP System 2
DC1
DC2
DC…
SAP System …
DC1
DC2
DC…

10. From Backlog to BOL
The 1st GI date is the date of reference to know if we are late or not IG
DC1 IG
DC2 OG
Plant OG OG
BOL
RCA Partner
RCA Delay Family
Front Office
Specific sales doc type, item category, vendor to exclude (local rule)
Credit control, delivery block, billing block, for Customer reason (once blocked, an item will always be excluded from BOL, even if released) 1
Delivery block and billing block for Schneider reason
Back Office (DSP/ICOM)
Incompletion log / Complete Delivery CPI / Export license / Route schedule
Stock Controller (DSP/Factories)
MTO Procurement Late
Shortage determination for MTS
Warehouse
MTO Stock blocked / Stock accuracy (WM/MM) / Delivery created but no GI validated / partial delivery
TBD (To Be Defined)
Any other reason, not automatically detected. Required specific analysis. 8
Number of BOL lines
1st GI
Backlog
xxxx
Late lines = BOL
BOL by delay category
(1st GI in the past)
yyyy
To deliver in the future (requested date in the future)

11. Quick User guide: BOL

12. Navigation tips Run your report
Select your scope of analyze with the filters
Download the data (click on the graph our on the top of the table)
Change from daily view to weekly
Save/ Load your bookmark
Switch to the next sheet
Change from Region view to Cluster view
Use scroll to navigate up/down & left/right

13. Supply Chain Dashboard : User Guide to extract BOL Introduction
Login
Filters
Bookmarks
Data mining
Modify the temporal scope of the chart

14. Supply Chain Dashboard : User Guide to extract BOL Login
Open the following link with the last version of your browser
Enter your username
Enter your password
Click on “Sign In”
You can also change your password by clicking on “Change Password”
Once you are logged in, click on “Back Order Lines Report” 1 2 3 4 5

15. Supply Chain Dashboard : User Guide to extract BOL Filters1
Once you opened the report, you can now select filters
Click on the following icon
Set up filters by clicking on parameters wanted
On the pop up that opened, tick item wanted for the selected parameters
And click on “Apply” to validate the selection
You can add as much parameters as you want
You can also modify the date of the extraction by selecting a new one on the Calendar Day
When you reach your attempts, you can close filters 7 6 5 2 4 3

16. Supply Chain Dashboard : User Guide to extract BOL Bookmarks
You can also retain their filters for other days by recording a bookmark
Click on the following icon
To record the selected filters, click on the following icon
Once the selected icon become red, you can enter the name of your bookmark
Then, click on “Save”
At anytime, you can delete one of your bookmark by clicking on this icon
Once the icon become red, you can select the bookmark you want to delete
Then, click on “Delete”
To open an existing bookmark, click on the following icon
Once the icon become red, you can select the bookmark you want to open
Then, click on “Open” 1 2 3 4 5 6 7 8 9 10

17. Supply Chain Dashboard : User Guide to extract BOL Data Mining
Once you reached parameters wanted, you can now extract associated date
You can do the extraction on a wanted responsible by clicking on the name of the one you need
You can also do the extraction of all parameters by clicking on the wanted date under the chart
Either, you can extract all the portfolio by clicking on the wanted date at the top of the board 2 2 2 2 1 1 1 3 3

18. Supply Chain Dashboard : User Guide to extract BOL Modify the temporal scope of the chart
You may have to switch your daily chart for a chart with a bigger scope
Click on the following icon
A pop-up open and let you choose between 4 views : daily, weekly, monthly and quarterly
Click on the wanted one
Data are modified to reach your scope’s agreements 1 3 2 4
See screenshot on next page

20. Supply Chain Dashboard : User Guide to extract BOL Put a comment in sales order
Once a back order line is extracted, it is necessary to analyze
To avoid doing the same analysis every day, the action to solve the BOL needs to be visible in ERP / SCD – Text’s field in sales order
Since the RCA is automatically given by an algorithm, Responsible have to write the action done to solve the line

21. Supply Chain Dashboard : User Guide to extract BOL Standard comments

22. Supply Chain Dashboard : User Guide to extract BOL Put a comment in sales order
Open SAP Logon
Select the system you are working on
Log in
Go to the Transaction SAP VA02 “Modify Sales Order”
Enter in the sales order
Double click on the wanted item
Reach the field named “Texts”
Select the accurate field : Logos (Instructions ADV Poste) ; Bridge (Discrepancy Text) ; Iberic (Texto Ventas Material)
Enter the accurate comment and save the order
It is mandatory to write comments in English