Order-to-Cash Performance Monitoring in S/4HANA

[bernd_schmitt]

As part of Process Performance Monitoring in S/4HANA, we are delivering a SAP Best Practices Scope Item 'Order-to-Cash Performance Monitoring' (BKN).

The scope item is available in the SAP S/4HANA cloud enterprise edition since version 1605 and the SAP S/4HANA On-Premise edition since version 1610.

SCOPE & FEATURES

The goal is to deliver a ready-to-run solution for process managers whose task it is to define and increase the efficiency of the company's order to cash execution.

The main questions that the delivered solution answers are:

• What are the average lead times of the process (such as order to delivery/goods issue, goods issue to billing)?


• How often are delivery or billing blocks set, and how long does it take to resolve these blocks?


• How often do critical field changes occur?

The order-to-cash process manager gets an overview page on his (or her) Fiori launchpad that displays average lead times as well as totals (for the last 28 days or for 365 days) of the order-to-cash process.

 



 

Selecting a card in the overview page you get to the the 'Order-to-Cash Performance' application where you can drilldown the data by different criteria, such as sales organization, division, sales group, sold-to-party, and others:


 

Using the 'Time Series' application you can view the process performance indicators over time:

 



 

 

You filter and drill down to the level of single sales orders (or sales order items) as a sorted list, starting with the highest values, identifying sales orders with issues.

 



 

From here you can navigate further into other applications - as it is configured in the tile's navigation - export the data or share the displayed results with a stakeholder, or a responsible internal sales representative or manager to take further action.



 

You can navigate further to display the processing history for a single sales order (item) by displaying the recorded process activities:

 



 

 

INSTALLATION & CONFIGURATION

While the 'Order-to-Cash Performance' scope item is pre-installed in the S/4HANA Cloud edition, it is needed to be explicitly installed in the On-Premise edition. For the installation, see scope item BKN in the SAP Best Practices Explorer, as well as SAP note 2328518.

Details about manual adaptation in the S/4HANA On-Premise version are given in the configuration information of the Order-to-Cash Performance application.

 

DOCUMENTATION & INFORMATION

The following Fiori Apps are available in 'Order-to-Cash' Performance Monitoring:

• Order-to-Cash Performance - Overview


• Order-to-Cash Performance


• Order-to-Cash Performance - Time Series


• Business Process Activities


• Aggregated Business Process Activities

 

The application documentation can be found here:

• for the S/4HANA on-premise edition


• for the S/4HANA cloud edition

 

Learning:

• Early Knowledge-Transfer material on 'Order-to-Cash Performance' in the SAP Learning Hub, under Sales Processes, denoting further usage and adaptation possibilities.

 

 

The next blog will discuss the Architecture of Process Performance Monitoring in S/4HANA.

[Damean]

SAPNote 2315744 refers to Best Practice for Germany On premise: is it available for other country Best Practice too e.g. US?

 

[bernd_schmitt]

Hi Damean,

you're right, I think the better note reference is actually collective note 2328518 from where you can navigate to the different versions. The corresponding US version for S/4HANA 1610 FPS00 is 2330455.

Regards,

Bernd

 

[Former Member]

Hi Bernd Schmitt,

Can we customize or change the default cards? If yes, can you help share how? for example change the sales order type as the app only supports sales orders of types OR and CBFD

Regards,

 

[bernd_schmitt]

Hi Monsicha,

In on-premise you can simply add new order types in the customizing:

SAP Reference IMG -> Cross-Application components -> Processes and Tools for Enterprise Applications -> Process Observer -> Order-to-Cash Performance Monitoring -> Maintain Order Types for Performance Monitoring

From S/4HANA Cloud Edition 1705 on you find a configuration app that allows you to do the same. Find more information here.

Nothing more to do, and the newly tracked orders will also occur in the default cards.

Best regards,

Bernd

[bernd_schmitt]

You find even more information about adaptation in the configuration information of the Fiori app itself. For example:

"...To adapt the overview page, you must first copy it. You can then work with it as described in the SAPUI5 Demo Kit on the SAP HANA Cloud Platform under https://sapui5.hana.ondemand.com/sdk/#docs/guide/828a1c7c076447ebaee7ba8e0600f2de.html. ..."

Regards,

Bernd

 

[saurabh_vakil]

Hello Bernd,

We have configured the O2C performance tiles in our S/4HANA 1610 Fiori launchpad. When we open the Order-to-Cash Performance Overview tile we can see some of the cards displaying data (like sales orders per month, sales order items per month and billings per month) but other cards corresponding to sales orders, sales order items, delivery and billing totals for last 28 days are showing no data even though the backend system has the relevant data.

Additionally when we click on any of the totals card (like Sales Orders Totals) it navigates to the Order-to-Cash Performance smart business app but here too no data is being shown.

What can we check so that these other cards show the relevant data?

Regards,

Saurabh

[bernd_schmitt]

Hi Saurabh,

a first check that you can do by yourself is to go into transaction POC_MONITOR, and see whether you find logged instances for process definitions O2C_1, O2C_2, O2C_3 and O2C4 (also set the selection time accordingly). You must also consider that logging data only starts after activating the service, so data is only available from that time on.

Further POC_MODEL_CHECK gives you a health check of the configured process definitions and the activation of the background job (POCR_MAIN_QUEUE).

To analyze further we might need to look into your system. Therefore you may just open a ticket on component CA-EPT-POC, then you will get our service.

Best regards,

Bernd

[saurabh_vakil]

 

Hi Bernd,

Thanks for your response!

We were thinking of opening a message, but just to be sure if we had missed anything we checked the POC_MODEL_CHECK transaction as mentioned in Configuration Information for Order-to-Cash Performance and we found that the description of the Scheduling item was Not Scheduled instead of Scheduled. Updated process log level of O2C_3 as it was not displaying in active log entry and now scheduling is turned on and we are able to get data on all the cards of the Order-to-Cash Performance Overview page.

Regards,

Saurabh

[former_member387504]

Dear Bernd,

 

Since we have a similar problem about seeing 'no data' for Order-to-Cash tiles in Fiori, I want to ask further.

In POC_MODEL_CHECK, there are 'Activation' and 'Scheduling' as active but I don't have "O2C_1 – Order to Cash" and other processes as it supposed to be.. As I checked and read about it in different blogs and SAP documents, we need to manually implement the scope item Sales Process Performance Monitoring (BKN) offered by SAP Best Practices for SAP S/4HANA.

But I am not sure how to do it. What does 'manually implementing something from Best Practice' mean? How can we do it?

Thank you in advance.

Ozan

[bernd_schmitt]

Hi Ozan,

you need any configuration of process observer in order to log information about business process execution that can then later be viewed in the Fiori apps. General configuration options of process observer are explained in the IMG of process observer (transaction POC_CUSTOMIZING), in the SAP community or in SAP help portal.

You can either download the BKN - Order-to-Cash performance monitoring from  SAP Best Practices Explorer. Then you can enter the configuration manually following the IMG path information given in the document (or use transaction POC_CUSTOMIZING as a shortcut to the activities).

If you go via SAP note 2328518 to your release you also find installation files for the content. So no need to enter the configuration manually. If you need help installing the content via note, please open a ticket on component SV-CLD-ANA.

Best regards,

Bernd

 

[FrankJacobs]

Hello Bernd,

I have imported the process definitions of an S/4HANA 1709 system into a 1610 system. Then checked all customising and all seems to be correct. However the O2C Performance Apps still do not show any data. What I noticed is that the order types are not loaded, allthough this is customised as such.

Could you quickly point me in the right direction what could be missing?

Frank

 

[bernd_schmitt]

Hi Frank,

in Process Observer customizing you have to enter your relevant order types for logging with the process definitions. You find this in transaction POC_CUSTOMIZING as Order-to-Cash Performance Monitoring - Maintain Order Types for Performance Monitoring.

When configuration is fine, you fill find only new process instances logged. In order to see old processes, you might need to create and run a report to transfer the existing data, see note 2328518.

If you still do not see data in the Fiori apps, you can check with transaction POC_MONITOR, there you can find logged processes in classical ABAP dynpro. If the logging entries exist here, you may have a problem with the authorization profiles for your Fiori apps. Please follow the guidelines for the Fiori apps.

In case all of this is not sufficient for you to resolve the issue, please open a ticket on CA-EPT-POC, we will then have a look at your system.

Best regards,

Bernd

[FrankJacobs]

Hi Bernd,

Many thanks for pointing us in the right direction. We indeed found data in POC_MONITOR and then double-checked our authorisations again. There we found some missing entries and assigning SAP_ALL in the back-end solved our issue. The O2C Performance Monitoring Apps are now showing data, so we can now start analysing it.

Thank you very much for your help!

Frank

 

 

 

[former_member612888]

Hi Bernd ,

In On-premise 1709 , i have configured basic order to cash cycle referring to few blogs.

I have configured and activated two process definition :

1: O2C_1

2: SALES_SIMPLE_CYCLE

SALES_SIMPLE_CYCLE is the latest one i have activated , in POC_MONITOR i could see entries , but the same was not reflecting in FIORI.



In FIORI i can see data related to process definition OTC_1(i tried deactivating the version of OTC_1 still i could see the same data), i am not able to see latest one SALES_SIMPLE_CYCLE in drop down even.

Kindly suggest ,  if am missing any config or this could be access issue.

Thanks you in advance

Vivek

[bernd_schmitt]

Hi Vivek,

you find more information in the App Configuration Documentation, see:

https://help.sap.com/viewer/7b24a64d9d0941bda1afa753263d9e39/1809.002/en-US/eb5ce157b523113ce1000000...

Here, the filters for process definitions are defined in Smart Business KPI evaluations. It is recommended to copy these for your own configurations.

Best regards,

Bernd

[former_member485848]

HI  bernd.schmitt,

I have activated Order-to-cash performance tile in my 1709 central fiori system. but i unable get data in fiori tile.

can you help me this issue as your above suggestion i try to assign role to my user but still getting same issue



 

Regards,

Mangesh B

 

[may22011997]

Hi, I have the same problem. Have you fixed it?

[bernd_schmitt]

Hi Mangesh & Phuong,

You need to install a configuration for the monitoring of the O2C process. You can take scope item BKN (Order-to-Cash Performance Monitoring) for S/4HANA, or create a custom configuration using the Process Observer component configuration.

Please check the Fiori configuration documentation for the O2C Performance apps, you find it here: https://help.sap.com/doc/530c31553f2c9b5ae10000000a44176d/1610%20000/en-US/eb5ce157b523113ce10000000...

If you need more help installing BKN please raise a ticket to CA-EPT-POC.

Best regards,

Bernd

[former_member284645]

Hi  bernd.schmitt

I've followed the BKD configuration guide and added some other stuff to fulfill the POC_MODEL_CHECK check. However, in POC_MONITOR report, there are no KPIs displayed as expected. Could you please give me some advice?



 

[bernd_schmitt]

Hi Le Ngoc Le,

please open an incident on component CA-EPT-POC. I think we need to have a look into your system.

Regards,

Bernd

[former_member284645]

Hi  bernd.schmitt

I’ve done configuration and got new transaction data updated.

However, I also need to capture old transaction data. Is there any possibility to do it?

Thank you.

[bernd_schmitt]

In principle, you can read existing business data and raise events to process observer having a past timestamp via function module POC_RAISE_EVENT. Check note '2443366 - Conversion of Business Data into Process Observer Log Data' which gives you some further guidance on this.

[Alexander_Wiese]

In S/4 HANA 1909 there are no O2C_1 to O2C_4 process definitions stored in the transaction POC_MODEL.

The BKN configuration guide is not valid and available anymore - how can I get the default settings?

[bernd_schmitt]

Hi Alexander,

you can use the document named BKD under this link for manual configuration.

Best regards,

Bernd

[goodjenny]

Dear Bernd,

we are upgrading from S4 HANA on premise, 1610 to 2020 version. We have initial configuration for Order-to-Cash performance monitoring. It is mentioned in Best practice explorer that this scope item is not valid anymore. what is the reason of this message - does it mean it is not advice to continue with this functionality? we could not find more specific explanation on that. thanks in advance for your answer,

Evgenia

[S0015740388]

Dear Bernd,

I have same problem met as what Evgenia Gudkova said, and the scope item BKN is still recommended in the help link  https://help.sap.com/viewer/7b24a64d9d0941bda1afa753263d9e39/2020.001/en-US/eb5ce157b523113ce1000000...

Thanks in advance for your answer.

Best regards,
Joseph

[former_member74174]

Hi Bernd Schmitt,

 

We have activated Order to cash monitoring application and we also added the sales doc type as guided above still, the data is not reflecting for us in the fiori application. can you please suggest

 

 

[bernd_schmitt]

You may check whether data is actually logged via transaction POC_MONITOR (non-Fiori). Multiple problems could be the reason if you do not find data there.

If the issue is (only) with displaying it in the Fiori app, then sometimes user authorization is an issue. All guidlines for setting up Fiori Apps need to be followed (like profile generation).

For a deeper look, please open a ticket on component CA-EPT-POC.

[bernd_schmitt]

In principle, you can read existing business data and raise events to process observer having a past timestamp via function module POC_RAISE_EVENT. Check note '2443366 - Conversion of Business Data into Process Observer Log Data' which gives you some further guidance on this.

[bernd_schmitt]

This should be an error, and the scope item should still be valid.

[bernd_schmitt]

This should be an error, and the scope item should still be valid.