DBI: Daily Business Intelligence for Receivables
Daily Business Intelligence Family Pack G (7.3) is now available from Metalink. Please see the About Document, Metalink Note 391782.1 for a complete list of new features along with installation and setup instructions. New Feature Overview
This release launches Daily Business Intelligence for Receivables.
Daily Business Intelligence for Receivables empowers Receivables, Credit and Collections managers to stay on top of the critical information related to their department’s operational performance.
The increased visibility enables Receivables and Collections managers to reduce the time of operational problems discovery and resolution, and therefore, increase the effectiveness of their departments. It also provides valuable insight into the state of customers’ receivables payment patterns enabling Credit Managers to formulate Credit Policies that would prevent undesired impact on company’s bottom-line.
Daily Business Intelligence for Receivables consists of the Receivables Management and Receivables Status dashboards. Together they allow analysis of the key performance indicators (�KPIs�) such as Days Sales Outstanding, Average Days Delinquent, Open Receivables and Past Due Receivables Amount, and Unapplied Receipts Amount across multiple dimensions, such as time, organization, customers, and collectors. They empower managers to evaluate the performance of their organizations and discover systemic processing inefficiencies. In addition they offer valuable insight essential for evaluating the productivity of individual collectors.
This release also further enhances the Daily Business Intelligence for Financials.
Profit and Loss Analysis provides valuable insight necessary for evluating the information related to a company’s revenue, cost of goods sold, operating expenses, gross margin and operating margin.
The Profit and Loss Analysis Dashboard targets financial analysts and line managers who are responsible for supporting and analyzing revenue and expenditures for particular cost centers and company entities across different ledgers. The Dashboard features a company/cost center/account-oriented view of the company’s key profit and loss activity.
- Oracle.com Intelligence web site – Data sheets and customer references
- Documentation
- About document, Metalink Note 391782.1
- DBI Implementation Guide
- DBI User Guide
- DBI Online Help Patch
- DBI Summarization Diagrams
Hi,
I have implemented DBI for receivables, I wish to segregate the data by Business Unit (company segment in accounting flex field), as individual company managers are interested in their company data only, but this shows only the consolidated data, is there a way I can include company dimension in Receivables dashboards and add company as a parameter, or is there a way I can secure the Receivables Dashboard data by company. Any inputs on this will be highly appreciated.
THanks,
SAhishir
To fix this issue Set Up Operating Unit Security
The following dashboards are secured by Operating Unit, and consequently require you to set up operating unit security:
• Payables Management
• Payables Status
• Procurement Management
• Commodity Spend Management
• Commodity Supplier Management
• Receivables Management
To secure data operating units, you must set up Operating Unit Security. Note that depending on which features of Oracle e-Business Suite you are using, you may have already performed the following steps:
1. Set up an organization hierarchy that defines the operating units in your enterprise.
2. Set up a security profile to control access to records at or above a certain level in an organization.
3. Run the Security List Maintenance program as a single request to populate the hierarchy with the most up-to-date information in your transactional system. Use the Human Resources responsibility to run this program. Ensure that the request completed successfully before proceeding.
The following step must be completed to set up Operating Unit Security for Daily Business Intelligence.
4. Assign the MO: Security Profile at a user or responsibility level:
1. (N) System Administrator > Profile > System.
2. Select the User or Responsibility you want to set the profile for.
3. Select the MO: Security Profile option.
4. Choose Find.
5. For this profile option, assign the security profile in the User or Responsibility column.
If you set the MO: Security Profile option at the user level, the organization list will not change by responsibility but will always remain the same for that user.
If you set the MO: Security Profile option at the responsibility level, the organization list will change by responsibility.
If a user has three responsibilities, each assigned to a different operating unit, and then the user can only see data for the operating unit assigned to the user’s responsibility.