RD.040 Business Volumes and Metrics AIM Docs/RD040_Busi… · Web vieware marked by a Word...
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AIM RD.040 BUSINESS VOLUMES AND METRICS <Company Long Name> <Subject> Author: <Author> Creation Date: May 17, 1999 Last Updated: May 28, 1999 Document Ref: <Document Reference Number> Version: DRAFT 1A Approvals: <Approver 1> <Approver 2>
Transcript of RD.040 Business Volumes and Metrics AIM Docs/RD040_Busi… · Web vieware marked by a Word...
AIMRD.040 BUSINESS VOLUMES AND METRICS<Company Long Name><Subject>
Author: <Author>Creation Date: May 3, 1999Last Updated: May 29, 1999Document Ref: <Document Reference Number> Version: DRAFT 1A
Approvals:
<Approver 1>
<Approver 2>
RD.040 Business Volumes and Metrics
Document Control
Change Record1
Date Author Version
Change Reference
12-Feb-99
<Author> Draft 1a
No Previous Document
Reviewers
Name Position
Distribution
Copy No.
Name Location
1 Library Master Project Library2 Project Manager34
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Contents
Document Control............................................................................................
Business Process Measures.............................................................................Procurement...............................................................................................
Business Transaction Volumes........................................................................Finance Transaction Volumes...................................................................Distribution Transaction Volumes.............................................................Manufacturing Transaction Volumes.........................................................Human Resources Transaction Volumes...................................................Project Accounting Transaction Volumes..................................................
Total Data Volume Requirements...................................................................Finance Total Data Volumes......................................................................Distribution Total Data Volumes...............................................................Manufacturing Total Data Volumes...........................................................Human Resources Total Data Volumes.....................................................Project Accounting Total Data Volumes....................................................
Critical Processing Periods..............................................................................
System User Counts........................................................................................
Open and Closed Issues for this Deliverable..................................................Open Issues................................................................................................Closed Issues.............................................................................................
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Business Process MeasuresThis component defines metrics for each business area that are appropriate to measure for <Company Long Name>.
ProcurementArea Current Future Description
Quality % of “Perfect Orders”Quality % of Orders on Hold (Errors)Quality No. of Customer ReturnsQuality No. of Invoice Adjustments Due to InaccurateQuality No. of DeliveriesTime % of Orders Delivered on TimeTime Order Fulfillment Cycle TimeTime % of Orders Labeled “Rush” or “Hot”Time % of Time Spent Statusing and Expediting
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Business Transaction Volumes
Finance Transaction Volumes
As the business of <Company Short Name> changes over the coming months and years, so will the transaction volumes that the new system will need to handle. The table below charts the current and projected change in transaction volumes for key finance business objects.
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Online Entry Account CombinationsJournal LinesBudget LinesEncumbrance Lines
Assets Assets RetirementsAsset Depreciations
VendorsAP VouchersAP Voucher LinesAP Vouchers (PO Matched)AP Voucher Lines (PO Matched)AP Disbursements
CustomersAR InvoicesAR Invoice LinesAR Credit MemosAR Credit Memo LinesCash Receipts
Purchase RequisitionsPurchase Requisition LinesPurchase OrdersPurchase Order LinesPurchase ReceiptsPurchase Receipt Lines
Batch Creation Journal LinesBudget LinesEncumbrance Lines
AssetsAssets RetiredAsset Depreciations
VendorsAP Vouchers
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
AP Voucher LinesAP Vouchers (PO Matched)AP Voucher Lines (PO Matched)AP Checks
CustomersAR InvoicesAR Invoice LinesAR Credit MemosAR Credit Memo LinesLockbox Receipts
Purchase RequisitionsPurchase Requisition LinesPurchase OrdersPurchase Order LinesPurchase Order DistributionsBlanket Purchase OrdersReceiptsReceipt Lines
Reports Printed Financial Statements
Vendor ReportsAP Trial Balance Reports1099 Reports
AR InvoicesDunning LettersAged Trial Balance ReportsCustomer StatementsBilling and Receipt History Reports
Purchase Order Reports
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Distribution Transaction Volumes
As the business of <Company Short Name> changes over the coming months and years, so will the transaction volumes that the new system will need to handle. The table below charts the current and projected change in transaction volumes for key distribution business objects.
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Online Entry Sales OrdersSales Order LinesInternal Sales Orders
Sales Credits
Pick SlipsPick Slip Lines
Sales Order ShipmentsShipment LinesShipped Standard UnitsShipped Configured Units
Customers
Price List Lines
RMAs (Repair)RMAs (Replacement)
Batch Creation Sales OrdersSales Order LinesInternal Sales Orders
Pick SlipsPick Slip Lines
Sales Order ShipmentsShipment LinesShipped Standard UnitsShipped Configured Units
Customers
Price List Lines
RMAs (Repair)RMAs (Replacement)
Reports Printed Order Acknowledgments
Order Backlog
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Reports
Shipping Reports
Manufacturing Transaction Volumes
As the business of <Company Short Name> changes over the coming months and years, so will the transaction volumes that the new system will need to handle. The table below charts the current and projected change in transaction volumes for key manufacturing business objects.
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Online Entry Part NumbersLotsSerial NumbersPart Reservations
Purchase RequisitionsPurchase Requisition LinesPurchase OrdersPurchase Order LinesPurchase Order DistributionsBlanket Purchase OrdersReceiptsReceipt Lines
Repetitive SchedulesWork OrdersWIP MovesMaterial IssuesWIP CompletionsResource TransactionsScrap Transactions
Part RevisionsEngineering Change Orders
ForecastsForecast EntriesMaster SchedulesMaster Schedule Entries
Batch Creation Part NumbersLotsSerial NumbersPart Reservations
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Purchase RequisitionsPurchase Requisition LinesPurchase OrdersPurchase Order LinesPurchase Order DistributionsBlanket Purchase OrdersReceiptsReceipt Lines
Repetitive SchedulesWork OrdersWIP MovesMaterial IssuesWIP CompletionsResource TransactionsScrap Transactions
Part Revisions
Engineering Change Orders
ForecastsForecast EntriesMaster SchedulesMaster Schedule EntriesMRPsNon-Netted MRP Demand EntriesNetted MRP Plan Recommendations
Reports Printed Cycle Count Reports
BOM Reports
WIP Reports
Cost ReportsMargin Analysis ReportsInventory Valuation Reports
Planning Detail Reports
Purchase Order Reports
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Human Resources Transaction Volumes
As the business of <Company Short Name> changes over the coming months and years, so will the transaction volumes that the new system will need to handle. The table below charts the current and projected change in transaction volumes for key human resources business objects.
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Online Entry Employee HiresApplicantsEmployee Details ChangesEmployee Job Changes
Employee Salary ChangesEmployee Benefits ChangesEmployee Termination’s
TimecardsTimecard Entries
Employee Pay ItemsEmployee Deduction Items
Payroll ChecksNACHA Payments
Batch Creation Employee HiresApplicantsEmployee Details ChangesEmployee Job Changes
Employee Salary ChangesEmployee Benefits ChangesEmployee Termination’s
TimecardsTimecard Entries
Employee Pay ItemsEmployee Deduction Items
Payroll ChecksNACHA Payments
Reports Printed Employee Compensation ReportsEmployee Benefits ReportsTimecard Reports
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Payroll Run RegisterPayroll Check Register
Project Accounting Transaction Volumes
As the business of <Company Short Name> changes over the coming months and years, so will the transaction volumes that the new system will need to handle. The table below charts the current and projected change in transaction volumes for key project accounting business objects.
Current or Projected Transaction Volume / Month
Transaction Type
Business Object <Current
Period>
<Period 2 FY__>
<Period 3 FY__>
<Period 4 FY__>
<Period 5 FY__>
<Period 6 FY__>
Online Entry ProjectsProject InvoicesProject Invoice ItemsProject Invoice Distributions
TimecardsTimecard Entries
Expense ReportsExpense Report Items
Batch Creation ProjectsProject InvoicesProject Invoice ItemsProject Invoice Distributions
TimecardsTimecard Entries
Expense ReportsExpense Report Items
Reports Printed Timecard Reports
Expense Reports
Project Invoice Reports
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Total Data Volume Requirements
Finance Total Data Volumes
In order to support <Company Short Name>‘s business, a certain minimum volume of previously transacted data must continue to be available in the transaction system (”online” data) and for historical reporting purposes (stored or ”offline” data). The finance analysts of the <Subject> team have determined that the following periods of data must be kept available:
Number of Months Data Volume
Business Object On Line Stored Total On line Stored Total
Account CombinationsJournal Lines
BudgetsBudget LinesEncumbrance Lines
Detail BalancesSummary Balances
Assets Assets RetirementsAsset Depreciations
VendorsVendor SitesAP VouchersAP Voucher LinesAP Vouchers (PO Matched)AP Voucher Lines (PO Matched)Expense ReportsExpense Report LinesAP Disbursements
CustomersCustomer SitesAR InvoicesAR Invoice LinesAR Credit MemosAR Credit Memo LinesCash Receipts
Purchase RequisitionsPurchase Req. LinesPurchase OrdersPurchase Order LinesPurchase ReceiptsPurchase Receipt Lines
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Distribution Total Data Volumes
In order to support <Company Short Name>‘s business, a certain minimum volume of previously transacted data must continue to be available in the transaction system (”online” data) and for historical reporting purposes (stored or ”offline” data). The distribution analysts of the <Subject> team have determined that the following periods of data must be kept available:
Number of Months Data Volume
Business Object On line Stored Total On line Stored Total
Sales Orders
Sales Order Lines
SO Distributions
Internal Sales Orders
Sales RepresentativesSales Credits
Pick SlipsPick Slip Lines
Sales Order ShipmentsShipment LinesShipped Standard UnitsShipped Configured Units
Part NumbersSerial Numbers
CustomersCustomer Sites
Price ListsPrice List Lines
RMAs (Repair)RMAs (Replacement)
Manufacturing Total Data Volumes
In order to support <Company Short Name>‘s business, a certain minimum volume of previously transacted data must continue to be available in the transaction system (”online” data) and for historical reporting purposes (stored or ”offline” data). The manufacturing analysts of the <Subject> team have determined that the following periods of data must be kept available:
Number of Months Data Volume
Business Object On line Stored Total On line Stored Total
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Number of Months Data Volume
Business Object On line Stored Total On line Stored Total
Part NumbersConfigured Part NumbersLotsSerial NumbersBills Of MaterialsComponentsRoutings
Stock RoomsLocatorsDepartments
Purchase RequisitionsPurchase Req. LinesPurchase OrdersPO LinesPO DistributionsBlanket POsReceiptsReceipt Lines
Part ReservationsMaterial IssuesRepetitive SchedulesWork OrdersShopfloor MovesWIP CompletionsResource TransactionsScrap Transactions
Part RevisionsEngineering Change Orders
ForecastsForecast EntriesMaster SchedulesMaster Schedule EntriesMRPsNon-Netted MRP Demand EntriesNetted MRP Plan Recommendations
Human Resources Total Data Volumes
In order to support <Company Short Name>‘s business, a certain minimum volume of previously transacted data must continue to be available in the transaction system (”online” data) and for historical reporting purposes (stored or ”off-line” data). The human resources analysts of the <Subject> team have determined that the following periods of data must be kept available:
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Number of Months Data Volume
Business Object On line Stored Total On line Stored Total
EmployeesEx-EmployeesApplicants
Employee Work AssignmentsEmployee PromotionsEmployee Salary ChangesEmployee Benefits ChangesEmployee Terminations
JobsGradesPositionsInterviews
Earnings DeductionsBenefits
TimecardsTimecard Entries
PayrollsPayroll RunsEmployee Balances
Employee Pay ItemsEmployee Deduction Items
Payroll ChecksNACHA Payments
Payroll GL Distributions
Project Accounting Total Data Volumes
In order to support <Company Short Name>‘s business, a certain minimum volume of previously transacted data must continue to be available in the transaction system (”online” data) and for historical reporting purposes (stored or ”offline” data). The project accounting analysts of the <Subject> team have determined that the following periods of data must be kept available:
Number of Months Data Volume
Business Object On-line Stored Total On-line Stored Total
Projects
Project Invoices
Project Invoice ItemsProject Invoice
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Number of Months Data Volume
Business Object On-line Stored Total On-line Stored Total
Distributions
Project CustomersProject TasksProject Items
Project Billing TablesProject Billing Rates
TimecardsTimecard Entries
Expense ReportsExpense Report Items
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Critical Processing PeriodsThe volume of <Company Short Name>‘s business is not constant, but varies from day-to-day and this is reflected in the volume of transactions that <Company Short Name> performs. The table below shows how the daily transaction volume varies for key business objects across critical processing periods.
Month Quarter
Transaction Type
Business Object Average Day
Peak Day
Peak Rate
Peak Day
Q1 Peak Rate
Q2 Peak Rate
Q3 Peak Rate
Q4 Peak Rate
Online Entry Journal Lines ME QEAP VouchersAR Invoices ME + 1 QE +1Sales Orders ME QEShipments ME QEUnits ShippedReceiptsInventory Transactions
Batch Creation Journal LinesAP VouchersAR InvoicesSales OrdersShipmentsUnits ShippedReceiptsInventory Transactions
Reports Printed Financial StatementsAged Trial Balance ReportsSales Order Backlog Reports
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
System User CountsAs the business of <Company Short Name> changes over the coming months and years, so will the number of users processing on the new system. The table below charts the projected change in, number of users across the key business functions:
Business Function or User Group
Current <Q1 FY 97>
<Q2 FY 97>
<Q3 FY 97>
<Q4 FY 97>
<Q1 FY 98>
CorporateAccounts PayableAsset ManagementCost AccountingProcurementOrder AdministrationOrder FulfillmentCollectionsRevenue AccountingSales RepresentativesProject Accounting AdministrationShopfloor Market ForecastingProduction PlanningQuality ManagementEngineering ServicesInventory ManagementResearch and DevelopmentHuman ResourcesPayrollInformation Services
TOTALS
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
RD.040 Business Volumes and Metrics
Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date
Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date
Impact Date
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Business Transaction Volumes
Doc Ref: <Document Reference Number> May 29, 1999
