Deploy Operational Controls “Alerts / Approvals / Blocks Presented by: Gary Godfrey Solution...
-
Upload
kelley-joseph -
Category
Documents
-
view
212 -
download
0
Transcript of Deploy Operational Controls “Alerts / Approvals / Blocks Presented by: Gary Godfrey Solution...
Deploy Operational Controls“Alerts / Approvals / Blocks
Presented by:Gary GodfreySolution 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
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
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 NameWho can AuthorizeHow many are authorizations are required
#Orchestrate2015
Approvals
Approval Templates
• Administration > Approval Procedures > Approval Templates
Originator TabSelect the Users that are subject to this
approval template
#Orchestrate2015
Approvals
Approval Templates
• Administration > Approval Procedures > Approval Templates
Documents TabSelect the documents this template applies to.
#Orchestrate2015
Approvals
Approval Templates
• Administration > Approval Procedures > Approval Templates
Stages TabSelect the Approval Stage for this template.
#Orchestrate2015
Approvals
Approval Templates
• Administration > Approval Procedures > Approval Templates
Terms TabThis 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
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
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
Q&A
#Orchestrate2015
http://
forums.orchestratedbeer.com
Thank You!