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Process Mining

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Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated Nov 14, 2024

Order-to-Cash input fields

Introduction

This section contains an overview of the fields for each of the input tables of Order-to-Cash. For each entity the fields are listed. For each field, the name and a data type are displayed. Apart from that, it is indicated whether the field is mandatory if the entity is included in the Order-to-Cash process.

Note:

Optional tables should be part of the input, but may contain no records.

When a field is mandatory, it should not contain NULL values.

Entity	Tables	Mandatory Y/N
Sales order	`Sales_orders_base_raw` `Sales_order_items_base_raw`	Y
Deliveries	`Deliveries_base_raw` `Delivery_items_base_raw`	N
Invoice	`Invoices_base_raw` `Invoice_items_base_raw` `Invoide_cancellations_base_raw`	N
Accounting	`Accounting_documents_base_raw`	N
Payment	`Payments_base_raw`	N
Events*	`Event_base_raw`	Y

*) Events is not an entity of the Order-to-Cash process, but an events table is mandatory for a correct working of the Order-to-Cash process app.

The following illustration shows the relations between entities of Order-to-Cash.

Important:

Table names and field names are case-sensitive. Always make sure that the field names (column headers) in your dataset match the field names (in English) in the tables below and that the file names match the table names.

Field types

Below is an overview of the different field types and their default format settings.

Field type	Format
boolean	`true`, `false`, `1`, `0`
date	`yyyy-mm-dd`
datetime	`yyyy-mm-dd hh:mm:ss[.ms]`, where `[.ms]` is optional. Refer to the official Microsoft documentation if you want to change the date format.
double	Decimal separator: `.` (dot) Thousand separator: none
integer	Thousand separator: none
text	N/A

Sales order

Sales_orders_base_raw

Below is an overview of the fields of the Sales_orders_base_raw table.

Name	Type	Mandatory Y/N	Description
`Sales_order_ID`	text	Y	The unique identifier of the sales order.
`Company`	text	N	The company for which the sales order is created.
`Customer`	text	N	The customer for whom the sales order is created.
`Customer_country`	text	N	The country associated to the customer.
`Customer_region`	text	N	The region associated to the customer.
`Distribution_channel`	text	N	The distribution channel associated to the sales order.
`Division`	text	N	The division associated to the sales order.
`Requested_delivery_date`	date	N	The customer’s requested delivery date for the sales order.
`Sales_group`	text	N	The sales group associated to the sales order.
`Sales_office`	text	N	The sales office associated to the sales order.
`Sales_order_creator`	text	N
`Sales_order_type`	text	N	The sales order type of the sales order.
`Sales_organization`	text	N	The sales organization of the sales order.

Sales_order_items_base_raw

Below is an overview of the fields of the Sales_order_items_base_raw table.

Name	Type	Mandatory Y/N	Description
`Sales_order_item_ID`	text	Y	The unique identifier of the sales order item.
`Sales_order_ID`	text	N	The unique identifier of the sales order.
`Category`	text	N	The category of sales order item.
`Creation_date`	date	N	The date on which the sales order item is created.
`Incoterms`	text	N	The incoterms associated to the sales order item.
`Latest_expected_delivery_date`	date	N	The latest expected delivery date of (parts of) the sales order item.
`Material`	text	N	The material sold.
`Material_group`	text	N	The categorization of the material sold.
`Payment_terms`	text	N	The terms of payment associated to the sales order item.
`Plant`	text	N	The plant associated to the sales order item.
`Profit_center`	text	N	The profit center associated to the sales order item.
`Quantity`	text	N	The quantity and unit of measurement sold.
`Sales_order_item`	text	N	A user-friendly name to identify the sales order item
`Sales_order_item_creator`	text	N
`Shipping_point_country`	text	N	The country where the goods are delivered associated to the sales order item.
`Storage_location`	text	N	Storage location associated to the sales order item.
`Value`	double	N	A monetary value related to the sales order item.

Delivery

Deliveries_base_raw

Below is an overview of the fields of the Deliveries_base_raw table.

Name	Type	Mandatory Y/N	Description
`Delivery_ID`	text	Y	The unique identifier of the delivery.
`Company`	text	N
`Delivery_creator`	text	N
`Delivery_date`	date	N
`Delivery_type`	text	N
`Incoterms`	text	N
`Planned_delivery_date`	date	N
`Sales_organization`	text	N
`Shipping_conditions`	text	N
`Staging_area`	text	N
`Warehouse_number`	text	N

Delivery_items_base_raw

Below is an overview of the fields of the Delivery_items_base_raw table.

Name	Type	Mandatory Y/N	Description
`Delivery_item_ID`	text	Y	The unique identifier of the delivery item.
`Delivery_ID`	text	N*	The unique identifier of the delivery.
`Sales_order_item_ID`	text	N*	The unique identifier of the sales order item.
`Delivery_item_creator`	text	N
`Category`	text	N
`Delivery_item_is_invoiced`	boolean	N	Indicates if the sales order item is released to invoicing.
`Delivered_quantity`	text	N
`Material`	text	N
`Material_group`	text	N
`Plant`	text	N
`Storage_location`	text	N
`Value`	double	N

If you want to include events related to other entities than the sales order in the process graphs, the Delivery_ID and Sales_order_item_ID fields are mandatory.

Invoice

Invoices_base_raw

Below is an overview of the fields of the Invoices_base_raw table.

Name	Type	Mandatory Y/N	Description
`Invoice_ID`	text	Y	The unique identifier of the invoice.
`Baseline_date`	date	N
`Company`	text	N
`Discount`	double	N
`Discount_percentage_1`	double	N
`Discount_percentage_2`	double	N
`Discount_period_1`	integer	N
`Discount_period_2`	integer	N
`Fiscal_year`	text	N
`Incoterms`	text	N
`Invoice_creator`	text	N
`Invoice_date`	date	N
`Invoice_type`	text	N
`Net_payment_period`	integer	N	Net payment period of the invoice in days.
`Payment_method`	text	N
`Payment_terms`	text	N
`Posting_date`	date	N
`Sales_organization`	text	N
`Shipping_conditions`	text	N

Invoice_items_base_raw

Below is an overview of the fields of the Invoice_items_base_raw table.

Name	Type	Mandatory Y/N	Description
`Invoice_item_ID`	text	Y	The unique identifier of the invoice item.
`Delivery_item_ID`	text	N*	The unique identifier of the delivery item.
`Invoice_ID`	text	N*	The unique identifier of the invoice.
`Category`	text	N
`Invoice_item_creator`	text	N
`Invoice_item_is_cancelled`	boolean	N	Indicates if the invoice item is cancelled.
`Invoice_item_is_released_into_accounting`	boolean	N	Indicates if the invoice item is billable.
`Invoiced_quantity`	text	N
`Material`	text	N
`Material_group`	text	N
`Plant`	text	N
`Value`	double	N

If you want to include events related to other entities than the sales order in the process graphs, the Invoice_ID and Delivery_item_ID fields are mandatory.

Invoice_cancellations_base_raw

Below is an overview of the fields of the Invoice_cancellations_base_raw table.

Name	Type	Mandatory Y/N	Description
`Invoice_cancellation_ID`	text	Y	The unique identifier of the invoice cancellation.
`Invoice_ID`	text	N*	The unique identifier of the invoice that is cancelled.
`Company`	text	N
`Fiscal_year`	text	N
`Incoterms`	text	N
`Invoice_cancellation_creator`	text	N
`Invoice_date`	date	N
`Invoice_type`	text	N
`Sales_organization`	text	N
`Shipping_conditions`	text	N

If you want to include events related to other entities than the sales order in the process graphs, the Invoice_ID field is mandatory.

Accounting

Accounting_documents_base_raw

Below is an overview of the fields of the Accounting_documents_base_raw table.

Name	Type	Mandatory Y/N	Description
`Accounting_document_ID`	text	Y	The unique identifier of the accounting document.
`Invoice_ID`	text	N*	The unique identifier of the invoice.
`Accounting_document_creator`	text	N
`Accounting_document_is _cancelled`	boolean	N	Indicates if the accounting document is cancelled.
`Accounting_document_is _cleared`	boolean	N	Indicates if the accounting document has been handled and is closed.
`Baseline_date`	date	N
`Company`	text	N
`Discount`	double	N
`Discount_percentage_1`	double	N
`Discount_percentage_2`	double	N
`Discount_period_1`	integer	N
`Discount_period_2`	integer	N
`Document_date`	date	N
`Document_type`	text	N
`Fiscal_year`	text	N
`Net_payment_period`	integer	N
`Payment_date`	date	N
`Payment_method`	text	N
`Payment_status`	text	N
`Payment_terms`	text	N
`Posting_date`	date	N
`Transaction_type`	text	N
`Value`	double	N

If you want to include events related to other entities than the sales order in the process graphs, the Invoice_ID field is mandatory.

Payment

Payments_base_raw

Below is an overview of the fields of the Payments_base_raw table.

Name	Type	Mandatory Y/N	Description
`Payment_ID`	text	Y	The unique identifier of the payment.
`Accounting_document_ID`	text	N*	The unique identifier of the accounting document.
`Company`	text	N
`Fiscal_year`	text	N
`Payment_creator`	text	N
`Payment_is_complete`	boolean	N
`Payment_is_debit`	boolean	N
`Value`	double	N

If you want to include events related to other entities than the sales order in the process graphs, the Accounting_document_ID field is mandatory.

Events

Events_base_raw

The Events_base_raw table contains all sub-event logs for all entities. Below is an overview of the fields of the Events_base_raw table.

Name	Type	Mandatory Y/N	Description
`Activity`	text	Y	The name of the event. This describes the step in the process.
`Accounting_document_ID`	text	Y	The unique identifier of the accounting document.
`Delivery_ID`	text	Y	The unique identifier of the delivery.
`Delivery_item_ID`	text	Y	The unique identifier of the delivery item.
`Event_end`	datetime	Y	The timestamp associated with the end of executing the event .
`Invoice_ID`	text	Y	The unique identifier of the invoice.
`Invoice_item_ID`	text	Y	The unique identifier of the invoice item.
`Invoice_cancellation_ID`	text	Y	The unique identifier of the invoice cancellation.
`Payment_ID`	text	Y	The unique identifier of the payment.
`Sales_order_ID`	text	Y	The unique identifier of the sales order.
`Sales_order_item_ID`	text	Y	The unique identifier of the sales order item.
`Activity_category`	text	N	The type of activity that takes place (e.g. change, set/remove block)
`Activity_order`	integer	N	The number that defines in which order activities are executed in case they have the same Event end.
`Activity_trigger`	text	N	Field describing the reason for the executed activity
`Automated`	boolean	N	Indicator whether the event is manually executed or automated.
`Department`	text	N	The department that executed the event
`Event_detail`	text	N	Information related to the event.
`User`	text	N	The user who executed the event.
`User_function`	text	N	The function associated with the user.
`User_type`	text	N	The categorization of the user.
`Event_cost`	double	N	The costs of executing the event.
`Event_start` *	datetime	N	The timestamp associated with the start of executing the event.
`Event_processing_time`	integer	N	The time for executing the event (in milliseconds).

If both Event_start and Event _end are defined in your dataset, the duration of the event is known. This will be used to calculate the throughput time of events. If only Event_end end is defined, the throughput time will be calculated as the difference between previous Event_end and the Event_end. Event_start is only taken into account if every record in the dataset contains a not-null value.

Important:

If you want to use Event_cost and/or Event_start in Order-to-Cash, you must add these fields to your .mvp connector and use DataBridgeAgent to load the data in your Order-to-Cash process app.

See Loading data using DataBridgeAgent.

Make sure you add the connector to DataBridgeAgent. See Adding a custom connector to DataBridgeAgent.

Note:

It is expected that for each record exactly one of the ID fields is filled in, which is the one of the entity on which the event takes place. The other ID fields may be empty.

Next to the standard mandatory fields (Activity and Event_end), one entity ID is mandatory. This field depends on the entity the event is part of.

On this page

Introduction
Field types
Sales order
Sales_orders_base_raw
Sales_order_items_base_raw
Delivery
Deliveries_base_raw
Delivery_items_base_raw
Invoice
Invoices_base_raw
Invoice_items_base_raw
Invoice_cancellations_base_raw
Accounting
Accounting_documents_base_raw
Payment
Payments_base_raw
Events
Events_base_raw

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