Performance Measure (Window ID-215)

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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.

Performance Measure - Measure - Window (iDempiere 1.0.0).png

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.

File:Performance Measure - Achievement - Window (iDempiere 1.0.0).png

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


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