Cost KPIs (cost per unit) (concepts and requirements)

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Revision as of 18:12, 5 July 2011

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0003034: [Intern&Extern DRs/KPIs]......... <proj>

Business Analysis and Requirements

Summary

The system will have to calculate the total cost and divide it by each unit defined below, so we can provide cost per unit KPI's.

Calculating the cost

The total cost for the shipment = the sum of all sales invoices issued against the individual CT record or the group shipments. This sum should of sales invoices that are linked to the client company viewing the KPI.

Explanation
Shipments move under specific sales terms, known as incoterms (please see  
http://en.wikipedia.org/wiki/Incoterms for more information).  
If the E0. Client company that is  viewing the KPI is not paying for all movements of the shipment, 
they should not be advised of what the other parties cost is.  
In order to avoid one client from viewing the other clients  rates, we cannot include the charges being billed to another party in the total cost calculation

Unit fields

• Quantity
  • If multiple line items have been created AND the quantity field has been filled in for each, the piece price for each item should be broken out to match these details. The item description and/or SKU and/or PO should be listed as part of this report.
  • If a single line or multiple lines with the quantity field only filled out on a single line, then a single piece price is good.
• Pallets
• Packages
• Kilo's chargeable weight
• Kilo's actual weight
• Pounds chargeable
• Pounds actual
• Cubic meter
• TEU

Details

Total of all sales invoices (with bill to parties link to the client company accessing the report)

Controlling these reports

These reports will need to be controlled in an Admin section for KPI's. Since we will be providing an average cost per unit, we would need to restrict the system from including shipments that have only part of the cost's billed. Including these incomplete costs would reflect inaccurate information, lowering the average cost per unit. We will first need to establish a time frame of when the system should consider all cost's in. It will have to be a specified number of days after delivery has been made. Maybe we can make this controlled in admin, so we have flexibility.

• • Daily (Current should be the result of the previous day starting at 12:00 am and ending at 11:59 pm
  • Weekly (Current should be the week before starting Monday 12:00 am - Sunday 11:59 pm)
  • Monthly (Current should be the previous month starting on the 1st at 12:00 am and ending on the last day on the month at 11:59 pm
  • Quarterly (current should be the previous quarter following the same as above)
  • Yearly (current should be previous year following same rules as above)

Total cost will be the sum of sales invoices billed to a pre-determined bill to party (This will be defined below). Also, we will need to create a way to link the E0. Client Company that is viewing these reports, to specific bill to party. This should not have any effect on any other allowed viewing that is currently set up in the system. This will only be to determine which sales invoices should be included in the total to calculated the cost per unit. Since, a lot of our customers are related. This is something that will need to be controlled in Admin, so operators will have the ability to add or remove related bill to parties.

These reports will need to be controlled in admin.

We will need to be to enable and disable these reports individually and by E0. Client Company.