This post shares Fusion SCM Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description: An AI-enabled transfer-order analytics workbook that helps inventory and warehouse users explore transfer-order volume, status, fulfillment progress, quantities, amounts, taxes, and cancellations using natural-language questions. The workbook supports analysis across fiscal periods, business units, inventory organizations, source and destination organizations, and items.
Application: Fusion SCM Analytics
Fusion Module: Inventory Management
Target Persona: Inventory Manager, Warehouse Manager
Subject Areas: SCM - Transfer Orders; SCM - Transfer Orders - LSA
Business Use Case/Questions:
The workbook and AI agent help users explore the following business questions.
Transfer-order volume and status
- How many total transfer orders and transfer-order lines were created in the current quarter?
- How many transfer orders and transfer-order lines are open for the current fiscal period?
- How many transfer-order lines are closed, returned, or cancelled for the current quarter?
- How does the total transfer-order count for the current quarter compare with the previous quarter?
- Which fiscal period had the highest transfer-order line count in the past year?
Fulfillment flow and execution
- What are the ordered, shipped, received, and delivered quantities for the current quarter?
- Which source organizations have the largest difference between ordered and shipped quantities for the current fiscal period?
- Which destination organizations have the largest difference between shipped and received quantities for the current quarter?
- Which inventory organizations have the largest difference between received and delivered quantities for the current fiscal period?
- How have shipped, received, and delivered quantities changed across the past six fiscal periods?
Organization and item performance
- Which five business units have the highest transfer-order count for the current quarter?
- Which five inventory organizations have the highest open transfer-order count for the current fiscal period?
- Which five source organizations have the highest shipped quantity for the current quarter?
- Which five destination organizations have the highest received quantity for the current quarter?
- Which five items have the highest returned transfer-order line count for the past six fiscal periods?
Transfer value, tax, and cancellations
- What are the total transfer-order line amount and line tax for the current quarter?
- How have total transfer-order line amounts and line taxes changed across the past six fiscal periods?
- Which five source organizations have the highest transfer-order line amount for the current quarter?
- Which inventory organization countries and states have the highest line tax amount for the current quarter?
- Which items and inventory organizations have the highest cancelled quantity for the current fiscal period?
Pre-Requisites:
- FDI Release: 26.R3
- Offering: Supply Chain Management Analytics.
- Functional Area Activation: Inventory Management
- Access to the SCM - Transfer Orders subject area and the packaged local subject area.
- AI agent capabilities enabled and access granted to the workbook and its associated agent.
Download: Available in the FDI Content Library.
Best Practices:
- Specify the metric, organization, and fiscal period when asking a question.
- Distinguish transfer-order counts from transfer-order line counts and item quantities.
- Compare quantities using compatible units of measure and amounts using a consistent currency basis.
- Use follow-up questions to explore the organizations or items contributing to a result.
- Start with the sample questions on the workbook’s About canvas.
We’d love to get your feedback and business use cases to help build more sample FDI content.
