WebFOCUS User Group Conference September 23 rd 2011 RNA5 Alert Dashboard An Overview

Page 2 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 What information does our Organization Require from SAP? Customer Sales Representatives What are my Priority Items to satisfy the customer? Will I bill the customer on Time? Are there any Approvals required? Is the information on my Order complete? Will a Vendor make my shipping date? Will I make my requested Dates to the Customer? Has Purchasing submitted PO’s for my Order? Are there delivery or billing blocks? What are they? Are there export issues on International Orders?

Page 3 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 What information does our Organization Require from SAP? Buyers and Planners: Did the Vendor acknowledge my Purchase Order? What shipments should I be expecting? Were any planned orders missed? Am I ordering a major component that I may not need? Will the Vendor make the ship date? Do I have any outstanding Requisitions? Are there any Approvals required?

Page 4 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Where does this information come from? SAP In SAP, Reports are available to look this information up. The problem is, there are Lots of places to look!  Order Status Report  Forecast Report  Credit Memo Approval Status Report  RFQ Status Report  RMA Approval Status Report  Online Inquiries There is no One Place to quickly see what needs to be done Today!

Page 5 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Where does this information come from? SAP Here at Siemens Energy we use SAP to:  Create Quotes and Orders  Create Requisitions and Purchase Orders  Deliver and Bill to the Customer  Replenish Inventory  Process Repaired Parts  Approve Credits and Returns We do this using Standard and Custom SAP Transactions and Reports.

Page 6 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Our Problem? SAP Actually, SAP isn’t really a problem. It’s just that there is so much information stored in SAP that sorting through it all is difficult and time consuming. To properly track everything Customer Sales Representatives and Buyers need to know requires dozens of Reports and SAP Transactions. In addition, you have to know to look for certain things. It is difficult to keep track of the ever changing condition of all of the Orders, Credits, Returns, Requisitions, PO’s, etc. Customer Satisfaction can be impacted if we drop the ball!

Page 7 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Our Solution? The Alert Dashboard! OK, Maybe calling it our Solution is a slight exaggeration! The Alert Dashboard may not be a solution to all of our problems, but it is intended to make it easier to keep track of issues that may affect our ability to completely satisfy our customers. The intent is to provide an easy to use WebFOCUS Based System that allows information related to issues we encounter in our day to day activities to be consolidated into a single dashboard.

Page 8 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 What is the “Alert Dashboard”? The “Alert Dashboard” is a Reporting Tool designed to give users a quick look at real or potential problems that they we may not be aware of. Inquiries Quotes Sales Orders Purchase Requisitions Purchase Orders Planned Orders Approvals Returns Deliveries Billing Reports SAPDashboard SAP Extracts Alerts Reports s

Page 9 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 What is an “Alert”? An “Alert” is a Notification of a situation that warrants attention. Examples of an Alert:  An Order Due to Ship has a Delivery Block  A Credit Memo Requires an Approval Alerts are classified as:  Green – Notification Alert  Yellow – Warning Alert  Red – Alert requiring Notification  Date Specific - Alerts may go from Green to Yellow to Red depending on how far in the future an Event occurs Alerts do not necessarily require an action to be taken.

Page 10 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 How does it work? SAP Sales Document Extract Purchase Order Extract Requisitions Extract Log Extracts Misc Table Extracts Every morning a process runs that pulls data from SAP:

Page 11 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 How does it work? Extracts are read looking for certain criteria that will create an “Alert”. This involves:  Find an Alert Condition based on predefined Criteria  Example: A Delivery Block has been applied to an Order  Determine an Alert Due Date  Example: Shipment Due Date is the Alert Due Date  An Alert Type must be created based on predefined Criteria  Green – Notification Only  Yellow – Potential Issue  Red – An issue exists and an Notification is requested  Example: Due Date is within “x” Days or is Past Due so it should be “Red”. Due Date is more then “x” Days but less than “y” Days so it should be “Yellow”. Due Date is more the “y” Days so it should be “Green”.

Page 12 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 How does it work? There is not always a Green, Yellow, Red progression on Alerts. Some Alerts may always be Green meaning you are being made aware of a situation and it is a notification only. Some Alerts may always be Yellow notifying you of a potential problem although action may never be required – or even possible. Some Alerts may always be Red because they are always an issue, or simply because you always want an Notification of an event. Red Alerts are not Always an Error, they Are Always an Alert for which an Notification is requested. Red is NOT always Bad!

Page 13 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 How does it work? All of the Extracts are read and when Alert Conditions are found, the Due Date is set and the Alerts are saved in FOCUS Databases. The Alerts are assigned to individuals based on the appropriate ID from the extract involved. For Order Related Alerts it would be assigned to the “CSR” that is assigned that Order. For a PO or Requisition it would be assigned to the “Buyer Desk” associated with it. For an MRP Associated extract it would be based on the MRP Controller ID associated with it. There is a Table in WebFOCUS that associates these various IDs with a persons Name, Manager, and Address.

Page 14 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 How does it work? After all the extracts are read and all the Alerts have been created, the Alerts are scanned to group all “Red” Alerts by the Name of the person assigned. This allows All Alerts for All IDs (CSR Name, Buyer Desks, and MRP Controller IDs) for one person to be grouped together and reported on as a complete set of Alerts all available in one place: The Alert Dashboard. Any person that has at least one Red Alert will get an listing ALL the Red Alerts assigned to them every morning. Clicking on a Link in this will cause the Dashboard to be displayed showing ALL Alerts – Green, Yellow, and Red – assigned to that person. A Calendar shows what is due on what date.

Page 15 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 How does it work? This is a sample

Page 16 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Sample

Page 17 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Sample All “Red” Alerts are listed here

Page 18 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Sample Clicking the link in the will bring up the dashboard listing only that persons Alerts

Page 19 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard The Alert Dashboard will Appear:

Page 20 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard The Alert Dashboard will Appear: Click “Display Alerts” to see All of the Alerts

Page 21 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Alerts Will Appear Here

Page 22 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Click on an Alert …

Page 23 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard And a Report will Display for all of the Related Alert Information

Page 24 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Notice it’s restricted to Just Rob’s Assigned Items

Page 25 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard These Reports also allow you to Drill Down into Other Related Reports

Page 26 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard If you Click on an SD Document Number

Page 27 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard The Sales Order Information Report will Appear …

Page 28 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Drill Down Reports like this one are Real Time SAP Inquiries

Page 29 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard If you Click on an Alert Button for a specific Day, You will see the Alerts for Just That Day

Page 30 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard If you Click on an Alert Button for a specific Day, You will see the Alerts for Just That Day

Page 31 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard The Calendar is Scrollable by Clicking on the Arrow Buttons on either side of the Month

Page 32 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard In this case, there is 1 Yellow Alert for October

Page 33 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Clicking “Display Alerts” will reset the Display

Page 34 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Clicking “Display Alerts” will reset the Display

Page 35 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Clicking the Heading of the Report Screen will Create an EXCEL Extract of all Alerts Displayed

Page 36 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Clicking the Heading of the Report Screen will Create an EXCEL Extract of all Alerts Displayed

Page 37 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Clicking the Heading of the Report Screen will Create an EXCEL Extract of all Alerts Displayed

Page 38 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Notice there are Multiple Tabs in the Spreadsheet

Page 39 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Notice there are Multiple Tabs in the Spreadsheet

Page 40 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Clicking the Alert Summary Shows what all is included in the Spreadsheet

Page 41 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Clicking the Alert Summary Shows what all is included in the Spreadsheet

Page 42 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard There are also Reports Available

Page 43 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard There are also Reports Available

Page 44 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard You can Select ALL, Or Pick from a Drop Down List

Page 45 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard You can Select ALL, Or Pick a specific Person …

Page 46 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Or Manager, Or any Combination!

Page 47 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Here is an example of How to Run the PO Unacknowledged Item Report

Page 48 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Click “Run Report”

Page 49 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard This is a Sample Report

Page 50 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard All Reports can be Created as EXCEL Spreadsheets as well, Just Click the EXCEL Button, Then “Run Report”

Page 51 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard All Reports can be Created as EXCEL Spreadsheets as well, Just Click the EXCEL Button, Then “Run Report”

Page 52 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard You are not restricted to what alerts you look at

Page 53 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Simply Click the “Back to Calendar Setup” Button

Page 54 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Use the Dropdowns to select whatever you want to see These Dropdowns are generated Based on data Found within the Extract files!

Page 55 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard This is an example of ALL Selected in Every Category

Page 56 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Click “Prepare Dashboard”

Page 57 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Click “Display Alerts”

Page 58 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard And EVERY Alert Appears

Page 59 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Want to be Selective?

Page 60 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Check out the Drop Downs

Page 61 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Check out the Drop Downs

Page 62 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Check out the Drop Downs

Page 63 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Check out the Drop Downs

Page 64 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Check out the Drop Downs

Page 65 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Select Lillian Riggs for Example…

Page 66 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Click Display Alerts …

Page 67 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard The Display is now restricted to Alerts for People Assigned to Lillian Riggs

Page 68 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard If you Click Update Calendar …

Page 69 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard The Alert Lights on the Calendar will also be Updated …

Page 70 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard This is the same Display that Lillian Riggs would see if she Clicked the Link on Her Alert.

Page 71 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Here is an example of the a Manager such as Lillian would Receive

Page 72 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Here is an example of the a Manager such as Lillian would Receive

Page 73 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard The Alert Count Numbers do not match the Alert Dashboard …

Page 74 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard This is because the only reports on Alerts that are “Red” Status

Page 75 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard When Lillian Clicks the Link in the …

Page 76 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard It will show All Alerts, not just “Red” Status, Click Display Alerts …

Page 77 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Lillian’s Alerts Appear

Page 78 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Alerts assigned to Lillian’s people are all included

Page 79 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 The Actual Alerts Files! FILENAME=PDASH_EVENTS, SUFFIX=XFOC, $ SEGMENT=SEG01, SEGTYPE=S2, $ FIELDNAME=EVENT_DUE_DATE, ALIAS=E01, USAGE=A8YYMD, $ FIELDNAME=EVENT_DATE, ALIAS=E03, USAGE=A8YYMD, $ FIELDNAME=EVENT_TYPE, ALIAS=E04, USAGE=A2, $ FIELDNAME=EVENT_YLW_IDX, ALIAS=E06, USAGE=I3, $ FIELDNAME=EVENT_RED_IDX, ALIAS=E07, USAGE=I3, $ FIELDNAME=EVENT_TEXT, ALIAS=E08, USAGE=A35, $ FIELDNAME=EVENT_FEX_NAME, ALIAS=E09, USAGE=A35, $ FIELDNAME=EVENT_MANAGER, ALIAS=E10, USAGE=A30, $ FIELDNAME=EVENT_GROUPING, ALIAS=E11, USAGE=A30, $ FIELDNAME=EVENT_ASSIGNED, ALIAS=E12, USAGE=A30, $ FIELDNAME=EVENT_KEY, ALIAS=E13, USAGE=A32, $ FIELDNAME=EVENT_KEY_TYPE, ALIAS=E15, USAGE=A4, $

Page 80 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Current Alerts and Reports Acknowledged Alerts Billing Due Delivery Errors Billing Due Header Errors Billing Due Item Errors BFP Open Inquiry Contract Billing Block Contract Event TBD Credit Billing Block Debit Billing Block Delivery Incomplete Delivered w/Future Bill Date Incomp Hdr Incomp Item Inquiry No Event ID Item Billing Plan Block Item Missing At Site Date Item Billing Block Item Missing ECCN Item Missing HTS Code Item Route Missing Item Shipping Condition Invalid OEDB - Blank AEIC OEDB - Invalid Customer PO OEDB - Invalid Order Type OEDB - Invalid Product Code Open Contracts Open Credit Memos Open Debit Memos

Page 81 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Current Alerts and Reports Open Inquiries Open Master Contracts Open Purchase Order Items Open Purchase Requisitions Open Quotes Open Returns Open Sales Orders Open SD Documents Order Billing Block Order Delivery Block Order Invalid PO Date Order Missing At Site Date Order No Event ID Order Overall Block Parts Activity Planned Orders List Planned Order Past Due Planned Order Ready Planned Order Returning Item PO Missing TCN PO Shipment Due PO Unacknowledged Item PR Closed Pricing Alert PR Without PO PR Without PO - CSR Quote Expired Status Open Quote Missing Order Prob Quote Nearing Expiration

Page 82 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Current Alerts and Reports Quote No Event ID Repair Reacknowledgement Required Repair Shipment Due Repair Unacknowledged PO Item Return Billing Block Return Delivery Block Sched Date Too Early Sched Date Too Late Sched Line Missing Sched Not Confirmed Sched Quantity Difference Unapproved Contract Unapproved Credit Memo Unapproved Return Special Reports: Order Status Percent Detail Percent Sum SIDOC Des SIDOC Orders RFQ Quote RFQ Sales RFQ Vendor Credit Memo Vendor Reacknowledgement Report Missing HTS Metrics Missing ECCN Metrics Missing HTS Metrics By Material Missing ECCN Metrics By Material

Page 83 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Special Features Acknowledging Alerts Alerts may be “Acknowledged” so they no longer appear on the dashboard. Some Alerts have an “X” that can be clicked so the users may remove there own Alerts. Support can remove any Alert. This can be useful when certain issues cannot be resolved and users do not want to be inundated with these alert messages. Alert Exclusion by Organization Since the Alert Dashboard is used by multiple Organizations it needs to be flexible enough to have Alerts that only apply to a specific Organization (Metrics for example). Alerts can be “Excluded” by the high level Organization, or even manager level. Example: ESS does not use “At Site Date”, so these Alerts do not appear on their reports.

Page 84 Date 09/19/2011 © Siemens Power Generation, Inc All rights reserved. RNA5 Alert Dashboard Questions? ?