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Due to the change of GBU from "Rare Earth" to "Special Chem", the dashboard is in progress of beeing updated. Some KPI's will now include all RCS Special Chem Data (RES + Fluo). Some will only keep RES for the moment. |
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Presentation
History
The Rare Earth Systems Key Account Dashboard (RES KA Dashboard) was built between December 2013 and
Rare Earth Key Account Dashboard Documentation
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Presentation
History
The Rare Earth Systems Key Account Dashboard (RES KA Dashboard) was built between December 2013 and February 2014 on request of Francois BELET and with a sponsorship by Arnaud WISNIA.
Scope
The intent of the dashboard is to offer a vision at Key Account level of several supply chain and commercial KPIs.
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The dashboard includes data for the current and previous years (IE. between 13 to 24 months of data).
Access
The dashboard can be accessed via the Qlikview Access point and then selecting the “RES Key Account Dashboard”
http://qlikview.solvay.com/index.htm
Data update
The data in the dashboard is updated every Monday at 7h30 Paris Time
The dashboard keeps the current year and previous year history only.
Navigation
Left menu & dimensions
In this dashboard you will find several dimensions (or “Analysis fields”) that can be either used to filter data, or to display detail.
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On most of the graphics, you will have an option to choose a dimension from the “Cyclic” selection:
Dimensions availability
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Note that not all dimensions work for all KPI.
Below is the table showing which KPI work with which filters:
+Note that not all dimensions work for all KPI.
Below is the table showing which KPI work with which filters:
Dimension/KPI OTIF-A OTIF-C LeadTime Respect LeadTime Flexibility Claims Inventory DOS Overdues Forecast |
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| Ship to KA X | X | X | X | X |
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| Dimension/KPI | OTIF-A | OTIF-C | LeadTime Respect | LeadTime Flexibility | Claims | Inventory | DOS | Overdues | Forecast Accuracy | PO Changes | PO Confirm/Speed |
| Ship to KA | X | X | X | X | X | * See Note3 | * See Note3 | *See Note6 | X | X | X |
| Zone | X | X | X | X | X | * See Note4 | X | X | |||
| Country | X | X | X | X | X | * See Note5 | X | X | |||
| IECRA | X | X | X | X | X | X | |||||
| Legal Entity | X | X | X | X | X | X | * See Note1 | X | X | ||
| Mat.Ent.Grp | X | X | X | X | X | X | X | X | X | X | |
| Mat.Ent.Sub Grp | X | X | X | X | X | X | X | X | X | X | |
| Plant | X | X | X | X | X | X | * See Note2 | X | X | ||
| Prod Plant | X | X | X | X | X | * See Note3 | * See Note3 | X | X | X | |
| Product | X | X | X | ||||||||
| X | X | X | |||||||||
| X | X | X | X | X | |||||||
| Ship to | X | X | |||||||||
| X | X | X | |||||||||
| * See Note5 | X | X | |||||||||
| Delivery Type | X | X | X | X | |||||||
| Interco | |||||||||||
| X | X | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
Mat.Ent.Grp X | X | X | X | X | X | X | X | X | X | ||
Mat.Ent.Sub Grp X | X | X | X | X | X | X | X | X | X | ||
Plant X | X | X | X | X | X |
| X | X | |||
Prod Plant X | X | X | X | X |
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| X | X | X | ||
Product X | X | X | X | X | X | X | X | X | X | X | |
Ship to X | X | X | X | X |
| X | X | ||||
Delivery Type X | X | X | X | ||||||||
Interco | X | X | |||||||||
Motives | X | ||||||||||
Status | X | ||||||||||
Resolution Plant | X | ||||||||||
Severity | X | ||||||||||
GL Account Sub Type | X | ||||||||||
Valuation Class | X | ||||||||||
| X | |||||||||||
| Motives | X | ||||||||||
| Status | X | ||||||||||
| Resolution Plant | X | ||||||||||
| Severity | X | ||||||||||
| GL Account Sub Type | X | ||||||||||
| Valuation Class | X |
Example: if Example: if you filter on an “IECRA”, the Inventory report will not work properly. This is because the IECRA is a sale dimension and has no corresponding dimension in the inventory data.
Note 1:
Careful when looking at the legal entity in the DOS as the DOS is calculated from Sales and Inventory and the legal entity notion is different between the 2 (Sales h1.= Invoicing entity, inventory = entity owning the inventory).
Note 2:
Careful when looking at the plant in the DOS as the DOS is calculated from Sales and Inventory and the plant notion is different between the 2 (Sales h1.dispatch = plant, inventoryplant where the goods are stored, or plant of the transit).
...
Note 5:
In the case of the account receivables data, the Ship To and Country are not the Ship to, but the customer from the invoice (and country of that customer).
Note 6:
In the case of the account receivables data, the Ship to KA is actually the "Customer Group".
About the Key Account (KA)
The Key Account (or KA) is the main dimension in this dashboard.
+What is it ?
- Key Account is a grouping of customers. As in SAP a customer (Ship to) is created for a location/address (Ex : BASF in Shanghai, BASF Paris), you can have many different customers in SAP for a single account. The objective of the Key Account grouping is to allow to show the KPIs for all the locations of a single account called "Key Account" (Ex : BASF Paris and BASF Shanghai are grouped under a unique BASF Key Account)
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About the excluded Materials
On all the KPI's except Overdues & Claims there is a list of materials that are excluded completely.
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Material Code | Material name |
119868 | DPR ZIRCONIUM NITRATE |
119869 | DPR THORIUM OXYDE |
119870 | DPR THORIUM SALTS |
119871 | DPR CERIUM CARBONATE |
119872 | DPR CE LA PR ND CARBONATE |
119873 | DPR OTHER RE COMPOUNDS WITH CERIUM |
119874 | DPR RE OXYDE OR SALTS WITHOUT CERIUM |
119875 | DPR OTHER COLORING MATERIAL |
119876 | DPR PHOSPHOR |
119877 | DPR FUELS ADDITIVES |
119878 | DPR PREPARATIONS CHEMICAL INDUS. OTHER |
119879 | DPR ALUMINIUM OXIDE - SA<350m2/g |
125831 | DPR POLISHING POWDERS |
126145 | DPR NON SUPPORTED CATALYSTS - OTHER |
126392 | DPR ALUMINUM OXIDE - SA>350 |
126394 | DPR CE/LA CARBONATE |
Dimensions definitions
| Dimension | Description | How it's defined |
| Delivery Type | The type of dispatch: Air, Road, Pickup... | Defined in each delivery. |
| GL Account Sub Type | General Ledger Account Sub type. Classification of the inventory in "On hand" (in site MM stock) or "In Transit" (FI inventory) | Defined for each GL account. |
| IECRA | The market of the sale. | This is defined for each Sales Order by the Distribution Channel and the Division |
| Legal Entity | Company of the invoice (overdues) or of the plant (Inventory) | |
| Mat.Ent.Grp | Material Enterprise Group. Grouping of several products | Defined at GBU level by the data administrator for each material. |
| Mat.Ent.Sub Grp | Material Enterprise Sub Group. Grouping of several products | Defined at GBU level by the data administrator for each material. |
| Motives | Motive of the claim (Packaging, delivery...) | Defined in each claim |
| Plant | The delivery plant (plant shipping the goods) *For inventory, it’s the plant where the goods are stored. | |
| Prod Plant | The production plant of the material. | This is defined by the data administrator tor for each “Material+Plant” key. Each material/plant can have only 1 production plant. Note that this means this is not the actual production plant but the one defined in the master data. |
| Product | Grouping of materials as Commercial Products | |
| Resolution Plant | Plant that solved the claim. | |
| Severity | Severity of the claim (Standard, Critical...) | Defined in each claim |
| Ship to | The customer to who the goods were shipped. | |
| Ship to Country (or "Country") | Country where the goods were shipped. | It’s defined for each Ship To customer. |
| Ship to KA | Ship to Key Account. This is a grouping of several customers into a “Key Account” group | The Key Account is defined for each “Material + Ship to” key and managed at group level by the data administrators. |
| Ship to zone (or "Ship to Location") | Geographical zone of the Ship to Customer | |
| Status | Current status of the claim (Open or closed) | "Open" unless claim status is "Closed" (all other smart status are grouped under Open) |
| Valuation Class | Classification of the inventory into Finished Goods or Traded Goods. | Defined for each material in each plant. |
Time dimensions
+The dashboard includes data for the previous and current years.
The period can be selected on the top via these 3 filters:
...
Below is the table showing for each KPI the meaning of the period (more details in the individual KPI details page):
| KPI | Date for time dimension |
| OTIF-A | Order First ATP Good issue Date |
| OTIF-C | Order last requested delivery date cust |
| LeadTime Respect | Purchase order date |
| LeadTime Flexibility | Despatch actual good issue |
| Claims | Claims Reception Date |
| Inventory | End of month stock (Posting date) |
| DOS | Inventory month & Sales month (see detail calculation) |
| Overdues | End of month balance (Posting date) |
| Forecast Accuracy | Order last requested good issue customer / forecast month |
| PO Changes | Sales Order Item creation date |
Flags
On the left menu, you can find 2 flags which can be de-activated:
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Note that targets are managed via an excel file directly by the Rare Earth KA Dashboard owner.
Tab & KPI definitions
Information
The information tab provides several useful data on the dashboard:
| inks to the documentation (including this one) | |
| For each KPI a short description & reason | |
| List of evolutions/corrections | |
Date of last data update |
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| List persons who have access to the dashboard |
KA Focus Tab
The KA focus tab aims at showing a global view of each major KPI in a single screen without detail.
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KPI are shown as trends (you can choose display by month/quarter/year) or with a direct number showing the last month result.
KPI overview
OTIF-C
The OTIF-C KPI is defined as the percentage of order items which are On Time and In Full
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The period is the last requested delivery date by the customer
Objective of the KPI
Does Solvay respect the last agreed delivery dates and quantities?
OTIF-A
Definition:
The OTIF-A KPI is defined as the percentage of order items which are On Time and In Full
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The period is based on the Order first ATP good issue date by the customer.
Objective of the KPI
Does Solvay meet the first requested date good-issue date?
Lead Time Respect by Customer
Definition:
The Lead Time Respect by Customer KPI shows the % of orders placed according to the agreed lead time. It is defined as the percentage of order items for which the actual lead time was smaller than the contractual lead time
+The Lead Time is defined as the number of days between purchase order reception date and the first requested good issue.
...
Avoid expedited shipments and change-overs.
Lead Time Delivery Flexibility
Definition:
The Lead Time Delivery Flexibility KPI is defined as the percentage of order items for which the actual lead time was smaller than the contractual lead time
The Lead Time is defined as the + number of days between purchase order reception date and Despatch actual good issue date.
...
To demonstrate the flexibility of Solvay to the customer.
Forecast Accuracy
Definition:
The forecast accuracy (FA) is the rate of the forecasts transformed into orders. The forecasts used at the Pre-SOIP M-1 and M-3 which are compared with the Orders received.
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To reduce the inventory and increase the useful capacity.
Claims
Definition:
The claims KPI is defined as the number of claims received.
The period is based on the claim reception date.
- link to the RES SMART Complaints dashboard which is more detailed is provided:
Objective of the KPI
Reduction of claims numbers by continuous quality improvement.
Inventory & DOS
Definition:
This KPI shows both the inventory level at the end of each period in KG or KRE and the Days of Sales.
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Inventory is assigned to Key Accounts based on a special coefficient (calculated from the sales).
Objective of the KPI
Quality the impact of forecast accuracy/planning process.
Overdues
Definition:
Shows the Open Receivables, Overdues and % of overdues (over the total receivables) in EUR at the end of each period.
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Improve the cash and reduce the number of blocked orders.
PO Speed
Definition:
Shows the “PO confirmation speed” defined as the average number of days between the order reception date and the confirmation to the customer.
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Objective of the KPI:
Reduce the confirmation time (reduce confirmation speed) while confirming correctly (lower % of orders changed).
My report
The “My Report” sheet is there to allow you to get the details for each KPI.
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- You can drag/drop columns and create a “Cross table” (In the example 2 KPI shown with the month in columns)
Maintenance & Non-RCS mappings
Overview and responsibilities
Some information in the dashboard is not available on any system and therefore has to be updated via excel file:
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Note about Contractual Lead Time: at the time of the dashboard go-live the contract lead time was not yet available in the RCS system.
Files & Access
All files are found in this network folder:
*
\\FRPARQLAP01\RES KA - Target & Leadtime*
Access is provided by the Reporting Competence Center. To request it, please contact the IS Application Helpdeskcustomer support team.