INTRODUCTION TO PERFORMANCE
This Chapter describes the Performance Measurement features in Compiere. All Companies have need for measuring the performance of internal and external parties. Compiere provides comprehensive, yet flexible measurement capabilities to meet your needs.
SERVICE LEVEL AGREEMENTS (SLA)
One important measure of an Organization's performance and of the performance of its Business Partners is how successful they are in adhering to Service Level Agreements. A Service Level Agreement (SLA) is generally based on a contractual agreement. A Service Level Agreement (SLA) is a measure of performance of an entity which is expected by another entity. Examples of this include meeting promised delivery dates (both shipments out and material receipts in), resolution of Customer requests, meeting Project deadlines. In Compiere, you can create an SLA for any measure as long as the data is stored.
To define Service Level Agreements in Compiere you first define the Criteria and then assign Criteria and Goals for the desired Business Partners.
Service Level Agreements are measured by defining the Criteria.
To create or change Service Level Agreements Criteria, open the SLA Criteria window by clicking on SLA Criteria from the Main Menu.
Enter a Name and Description for this SLA Criterion.
Although not required, it is helpful for other users if a Comment/Help is entered to indicate how this Criterion is measured.
Select the Active check box to indicate that this SLA Criteria is Active.
Select the Manual check box if you will be entering the SLA Measures manually.
Enter the Class Name, which has been defined for measuring and optionally calculating this SLA Criteria.
The flexibility of utilizing a user defined Class allows the SLA to be highly customized for any type of business need or situation.
Compiere has provided a sample Class which measures the difference between the Promise Date of an Order (Sales or Purchase) and the Delivery Date on the Shipment and Material Receipt.
The SLA Goal tab is a read only tab that displays the Business Partners who will be measured by this Criterion and their Goals.
To define the Goals for a Business Partner open the SLA by Partner window by clicking on SLA by Partner from the Main Menu.
The Business Partner tab displays relevant data about this Business Partner.
To define an SLA Goal for this Business Partner, select the SLA Goal tab.
Enter a Name for this SLA Goal. Optionally enter a Description and Comment/Help.
Select the Active check box to indicate that this SLA Goal is Active.
Enter a Valid from and Valid to date to limit the records that are included in the calculation. If these fields are left blank all eligible records are used.
Select an SLA Criteria from the drop down list box.
Enter a Measure Target. For example, if you were to indicate that the Measure Target for the selected Business Partner is 2, then the Goal for that Business Partner would be that the Material Receipt date should be no more than 2 days later than the Promise Date on the Purchase Order.
The Measure Actual and Date last run fields are System maintained fields which will be updated when the Capture and Calculate Measures Process has completed.
Select the Capture and Calculate Measures button to start the Process.
Select OK to continue.
When the Process has completed, the SLA Goal tab will be updated.
The Measure Actual field will be updated with a value of 2.5.
The Date last run will be updated with the current date and time.
Select the SLA Measure tab to review the records selected and the resulting calculation.
This is the tab which displays the data used in calculation. The Transaction Date, Measure Actual, Description and Table all display the values for each record used in the calculation.
The Record ID button can be used to 'Zoom' to the document (in this case the Material Receipt).
You may also add records here, with measures to include in the total SLA Goal and calculation. This might be used if there were records, not included in your Class, which you wanted taken into account.
The Calculate Measures button may be used if the source documents have been added or modified and the measure should be re-calculated.
You can view the SLA Measures in the multi record view.
The SLA Goal can also be viewed in the SLA Criteria window.
This tab may also be used to update the Measure Target and to initiate the Capture and Calculate Measures process.
The SLA Measure tab can be used to view the results.
Performance Measurement allows you to monitor and track the overall status of your business. Other monikers include: Benchmark, Dashboard, and Performance Indicators. While SLA are updated based on a user initiated action (i.e. Calculate Measures), Performance Measurements are system updated whenever the underlying data that comprises the measure changes (e.g. an Invoice is paid). Also Performance Measurement is extremely flexible. You can define measures that are specific for a Business Partner, Product, Product Category, User and/or Role. This allows you to get the information appropriate for your business and operations.
If you have defined Performance Measurements with goals, you can view them via My Dashboard from the Home tab of Compiere Professional.
My Dashboard displays the active Performance Measurements for which there are Goals defined. The colors are defined in the Performance Goal along with the measure and target. The black line in the bar indicates the status for reaching that goal.
Click the 'Plus' next to one of the bars to see the historical data in bar chart form.
The information this is displayed is the total Open Invoices for each month.
Performance Measurements are comprised of Performance Color Schema, Performance Measure Calculation, Performance Measure and Performance Goal.
Performance Color Schema
Performance Color Schemas control the color of the bar indicators in the menu. They should be defined in such a way that simply viewing the Performance tab the user will know if the Measure is in a favorable or unfavorable status.
To create or change a Performance Color Schema, open the Performance Color Schema window by clicking on Performance Color Schema from the Main Menu.
This Color Schema is used when the data being measured indicates and unfavorable situation (i.e. unpaid invoices).
Enter a Name for this Color Schema.
Enter a Description if desired.
Select the Active check box to indicate that this Color Schema is active.
You can have up to 4 Mark Percentages or Levels, each indicated by a different color.
Note: The colors provided are the standard Java colors. If necessary, you can define additional colors in Print Colors.
Performance Measure Calculation
Performance Measure Calculations determine what is going to be calculated for determining goals and targets. While Color Schemas will be shared across many Performance Measures, generally a Performance Measure Calculation will be used in a single Performance Measure type.
To create or change a Performance Measure Calculation, open the Performance Measure Calculation window by clicking on Performance Measure Calculation from the Main Menu.
The Performance Measure Calculation will most often be entered by the System Administrator.
Enter a Name for this Performance Measure Calculation.
Enter a Description if desired.
Select the Active check box to indicate that this Performance Measure Calculation is active.
Select an Entity Type of Applications, Customizations or User Maintained. (Compiere and Dictionary are reserved for the product definition records).
Enter the SQL SELECT statement to be used to select the desired records for this Performance Measure Calculation.
Enter the SQL WHERE clause to restrict the records selected for this Performance Measure Calculation.
Enter the Date Column that is used to determine the date range the records fall in. The Performance Goal defines the time span being evaluated.
Enter the Org Column, B Partner Column, and Product Column if you plan to enter Goal Restrictions. This allows you to use the same Performance Measure Calculation for more than one Performance Goal.
It will be discussed in detail later in this section.
Enter the Table where the records to be evaluated reside.
Lastly, enter the Key Column for this table.
The 'Performance Measure' determines rules for Performance Measurement.
To create or change a Performance Measurement, open the Performance Measure window by clicking on Performance Measure from the Main Menu.
The Performance Measure links a Performance Measure Calculation with the Data type.
Enter a Name for this Performance Measure.
Enter a Description if desired.
Select the Active check box to indicate this Performance Measure is active.
Select a Measure Data Type of Status Qty/Amount if the values returned will represent a Status at a specific time (e.g. Open Invoices) or Qty/Amount in Time if the values returned will represent values at a given time (e.g. Invoice Amounts).
Enter a Measure Type of 'Calculated' or 'Manual' (others options will be supported in future releases).
If the Measure Type is 'Calculated,' select a Measure Calculation.
If the Measure Type is Manual, enter a Manual Amount and Note.
Benchmark and Reporting Hierarchy are not used at this time.
The Achievement tab will be used when the Measure Type of Achievement is supported.
Performance Goal links the Performance Measure, Color Schema, and defines the period of time and target Goal for a Performance Measurement.
To create or change a Performance Goal, open the Performance Goal window by clicking on Performance Goal from the Main Menu.
Enter a Name for this Performance Goal.
Enter a Description and Note if desired.
Select the Active check box to indicate this Performance Goal is active.
Select a Role if you want this Performance Goal to be displayed for all Users of a specific Role.
Select a User/Contact if you want this Performance Goal to be displayed for a specific User.
Select a Sequence if desired to control the order in which the Performance Measurements will appear in the Performance Tab.
Select the Color Schema to use for this Performance Goal.
Summary Level and Parent Goal are not used at this time.
Enter a Measure Target to be used for this Goal. This is what will be compared to the results from the Measure selected. In this example the Measure of Open Invoice Amount will return the value of any Customer Invoices that are not paid. This will be compared to the Target to determine the percentage.
Date From and Date To are not used at this time.
Select a Measure Scope of Total, Year, Quarter, Month, Week or Day to indicate the range of records that will be evaluated.
Select a Measure Display of Total, Year, Quarter, Month, Week or Day to indicate the breaks in the bar graph detail of the Performance Measurement.
The Status area displays the System maintained values for the Measure Actual, Performance Goal and the Date last run.
The Relative Weight field is not used at this time.
Select the Restriction tab if you want to include data restrictions to the records evaluated.
The Performance Goal, Restriction tab allows you to define unique Performance Goals for a subset of the records selected. For example, you could use the same Measure Calculation for all of your Customers but set different targets for each customer.
Enter a Name for this Restriction.
Select the Active check box to indicate this Restriction is active.
Select a Restriction Type of Business Partner, Business Partner Group, Organization, Product or Product Category.
Depending upon the value selected for Restriction Type the appropriate field will display for selection of the desired record (in this case the Business Partner).