Performance Measure (Window ID-215)

⇐ Table of Contents

Window: Performance Measure

Description: Define your Performance Measures

Help: The Performance Measure Window allows you to define the rules and restrictions for performance measurement. You can, for example, restrict performance measurement to sales for a certain product category for a defined time frame.

Tab: Measure

Description: Performance Measure

Help: The Performance Measure Tab defines the date range and method to be used for measuring performance.

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	PA_Measure.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	PA_Measure.AD_Org_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	PA_Measure.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	PA_Measure.Description character varying(255) String
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	PA_Measure.IsActive character(1) Yes-No
Measure Data Type	Type of data - Status or in Time	Status represents values valid at a certain time (e.g. Open Invoices) - No history is maintained. Time represents a values at a given time (e.g. Invoice Amount on 1/1) - History is maintained	PA_Measure.MeasureDataType character(1) List
Measure Type	Determines how the actual performance is derived	The Measure Type indicates how the actual measure is determined. For example, one measure may be manual while another is calculated.	PA_Measure.MeasureType character(1) List
Manual Actual	Manually entered actual value	The Manual Active identifies a manually entered actual measurement value.	PA_Measure.ManualActual numeric Number
Note	Note for manual entry	The Note allows for entry for additional information regarding a manual entry.	PA_Measure.ManualNote character varying(2000) Text
Measure Calculation	Calculation method for measuring performance	The Measure Calculation indicates the method of measuring performance.	PA_Measure.PA_MeasureCalc_ID numeric(10) Table Direct
Calculation Class	Java Class for calculation, implementing Interface Measure	The Calculation Class indicates the Java Class used for calculating measures.	PA_Measure.CalculationClass character varying(60) String
Ratio	Performance Ratio	Calculation instruction set for a performance ratio	PA_Measure.PA_Ratio_ID numeric(10) Table Direct
Request Type	Type of request (e.g. Inquiry, Complaint, ..)	Request Types are used for processing and categorizing requests. Options are Account Inquiry, Warranty Issue, etc.	PA_Measure.R_RequestType_ID numeric(10) Table Direct
Project Type	Type of the project	Type of the project with optional phases of the project with standard performance information	PA_Measure.C_ProjectType_ID numeric(10) Table Direct
Benchmark	Performance Benchmark	Data Series to compare internal performance with (e.g. stock price, ...)	PA_Measure.PA_Benchmark_ID numeric(10) Table Direct
Reporting Hierarchy	Optional Reporting Hierarchy - If not selected the default hierarchy trees are used.	Reporting Hierarchy allows you to select different Hierarchies/Trees for the report. Accounting Segments like Organization, Account, Product may have several hierarchies to accomodate different views on the business.	PA_Measure.PA_Hierarchy_ID numeric(10) Table Direct

Tab: Achievement

Description: Performance Achievement

Help: The Performance Achievement Tab defines the Tasks to be achieved. The performance is measured by the percentage of reached achievements.

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	PA_Achievement.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	PA_Achievement.AD_Org_ID numeric(10) Table Direct
Measure	Concrete Performance Measurement	The Measure identifies a concrete, measurable indicator of performance. For example, sales dollars, prospects contacted.	PA_Achievement.PA_Measure_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	PA_Achievement.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	PA_Achievement.Description character varying(255) String
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	PA_Achievement.IsActive character(1) Yes-No
Sequence	Method of ordering records; lowest number comes first	The Sequence indicates the order of records	PA_Achievement.SeqNo numeric(10) Integer
Document Date	Date of the Document	The Document Date indicates the date the document was generated. It may or may not be the same as the accounting date.	PA_Achievement.DateDoc timestamp without time zone Date
Note	Optional additional user defined information	The Note field allows for optional entry of user defined information regarding this record	PA_Achievement.Note character varying(2000) Text
Achieved	The goal is achieved	The Achieved checkbox indicates if this goal has been achieved.	PA_Achievement.IsAchieved character(1) Yes-No
Manual Actual	Manually entered actual value	The Manual Active identifies a manually entered actual measurement value.	PA_Achievement.ManualActual numeric Number