Rare Earth Key Account Dashboard Documentation

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.

The dashboard includes data for the Rare Earth System GBU only (WW, all IECRA).

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.

On the left side of the dashboard you will find the list of dimensions you can use to filter:

On most of the graphics, you will have an option to choose a dimension from the “Cyclic” selection:

Dimensions availability

+Note that not all dimensions work for all KPI.

Below is the table showing which KPI work with which filters:

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 3:
As Inventory is not normally assigned to a given Key Account or customer, this is assigned using a special coefficient. Please check the Inventory detailed documentation for more explanations.

Note 4:
In the case of the account receivables data, the zone is not the zone of the SHIP TO, but the zone of the legal entity which owns the account receivable (invoicing legal entity)

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 ?

1. 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)

How is it defined ?

The Key Account is defined for each combination of "Material + Ship to". Potentially a Ship to could be linked to several Key Accounts for different materials.

Default selection
By default when you open the dashboard only the "TOP 10" Key Accounts are selected.

The Top 10 is calculated based on the total sales value in the past 2 years

You can r+emove the default top 10 selection+ by removing the filter on the "Current Selections" screen.

You can +come back to only selecting the top 10+by clicking on "TOP 10 KA by Sales" button on the right side bar.

About the excluded Materials

On all the KPI's except Overdues & Claims there is a list of materials that are excluded completely.

Those materials are excluded because they are :

• Commodities (for which these KPIs are not followed)
• Samples/In Development products.

List of excluded materials :

Dimensions definitions

Time dimensions

+The dashboard includes data for the previous and current years.

The period can be selected on the top via these 3 filters:

By default the period shown in the tables and graphics is the year/month, but it can be changed via this selection:

Below is the table showing for each KPI the meaning of the period (more details in the individual KPI details page):

Flags

On the left menu, you can find 2 flags which can be de-activated:

Exclude Interco:*

By default the KPIs will show no intercompany data. You can uncheck this so that some KPI will include intercompany (Some KPI have no intercompany even with this.

Currently only the OTIF-C and Claims include intercompany data.

Show Target
By default the targets are shown in the graphics (lines) and in the tables (colors). You can uncheck this to remove the target display (if any).

With targets: Without targets:

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:

Date of last data update|

KA Focus Tab

The KA focus tab aims at showing a global view of each major KPI in a single screen without detail.

KPI are grouped into left and right columns. The left columns show our internal performances whereas the right column shows the customer performance.

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

In time is based on the last requested delivery date by the customer versus the date of end of shipment

The period is the last requested delivery date by the customer

See more details on OTIF-C

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

In time is based on the Order first ATP good issue date versus actual good issue

The period is based on the Order first ATP good issue date by the customer.

See more details

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.

The period is the PO reception date. The contractual lead time is defined by the business for each KA.

See more details.

Objective of the KPI

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.

The period is based on the Despatch actual good issue date.

See more details.

Objective of the KPI

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.

The period is based on the Order last requested good issue by the customer.
Objective of the KPI

To reduce the inventory and increase the useful capacity.

See more details

Claims

Definition:
The claims KPI is defined as the number of claims received.

The period is based on the claim reception date.

1. link to the RES SMART Complaints dashboard which is more detailed is provided:

See more details

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.

Only Traded and Finished Goods are considered.

Both on hand (plant stock) and* transit* are considered.

The Days of Sales show the average number of days of sales the inventory represents.

Inventory is assigned to Key Accounts based on a special coefficient (calculated from the sales).

See more details

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.

Includes only third party non-doubtful product sales (No service sales, no interco, and no doubtful receivables).

Period is the balance at the end of the Fiscal Period (posting of the invoice).

Objective of the KPI

Improve the cash and reduce the number of blocked orders.

See more details

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.

The graphic shows for each site:

• The number of PO items considered represented by the size of the bubbles.
• In X the average number of days needed to confirm the orders
• In Y the percentage of order lines which are changed (at least 1 change)

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.

This sheet acts as a “Pivot” table where you can choose the displayed dimensions and KPI:

• You can select several KPI or dimensions by holding “Ctrl”:

• You can drag/drop columns to change the order :

! Attachment Library^Documentation - General User_html_m6c1154c5.png|height="105",width="257"!

• 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:

• The targets for each KPI (File “TARGET.xlsx”)
• The contractual Lead Time (File “Contractual lead-time.xlsx”)
• The “info” page descriptions (File “Information.xlsx”)

The dashboard GBU owner is responsible about updating these files.

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 Helpdesk.