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SEKO went live on July 5th with Late Billing KPIs. Late billing logic is strictly looking for the 1st Accounts Receivable billing invoice/sales invoice to be issued. Once that is issued the job will fall off the late billing dashboard. For files that are cost only and no receivable invoice will be issued, operators must put in a profit and loss reason code against the job in order for the job to fall off the dashboard. For BCN files, the dashboard is looking strictly at the ASM shipment type lead master file for the receivable invoice. If the BCN files are entered properly the sub jobs will not appear on the dashboard.
Direction & Product | Trigger 1 | Trigger 2 | Trigger 3 | Fall Back |
|---|---|---|---|---|
Ground | Actual Delivered Date + 3 Days |
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| Job Open +30 Days |
Air Export | Actual Departure + 2 Days |
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| Job Open +30 Days |
Air Import | Actual Delivered Date + 3 Days | Estimated Arrival + 5 Days |
| Job Open +30 Days |
Air Cross Trade | Actual Delivered Date + 3 Days | Estimated Arrival + 5 Days |
| Job Open +30 Days |
Ocean Export | Actual Departure + 3 Days | ETD + 7 Days |
| Job Open +30 Days |
Ocean Import | Actual Delivered Date + 3 Days | Estimated Arrival + 10 Days | Actual Departure + 60 Days | Job Open +75 Days |
Ocean Cross Trade | Actual Delivered Date + 3 Days | Estimated Arrival + 10 Days | Actual Departure + 60 Days | Job Open +75 Days |
Brokerage | Customs Cleared + 7 Days | Actual Arrival + 10 Days |
| Job Open +60 Days |
Contract Logistics |
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| Month End + 5 Days |
Periodic Invoicing | Agreed Configuration Date set up in ORG Profile |
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None of the Above |
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| Job Open +30 Days |
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SEKO went live with GP Accuracy on September 11th 2023 With Phase 1 & 2
Phase | Exception | Logic | Trigger Days | Trigger Event |
|---|---|---|---|---|
1 | Aged Recognized WIP | Shipments with recognized WIP older than X days
| 30 | 30 days from target billing date |
1 | Aged Unrecognized Costs | Shipments with unrecognized costs older than X days | 90 | Date of CST posting |
1 | Negative Margin | Where GP < 0 & NO PNL reason code |
| Upon marking job CMP |
2 | Aged WHL/ IHL Status | Shipments that have a job status of WHL/IHL for more than 90 days | 90 | Job Status change date |
2 | Aged Non Complete Jobs | Jobs in a working status WRK , 30 days AFTER Target Billing Date | Refer On time Billing per product/ mode + 30 days from target billing date |
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2 | Aged Unclosed | Job not in CLS ,JRC, IHL AND WHL , status date present 240 days, after Target billing date | 240 | From Target Billing date |
2 | Job Dept Error | Will provide the correct department in separate Column |
| Job Dept Auto Defaults - Based on Job Type, Mode, Directions (Service Level required for International Parcel) KPI is providing the Flag and the "Correct dept" as another column. All jobs opened up to July 2023, have been bulk updated for errors. After July 2023 errors must be manually corrected |
2 | Financial Closure | Shows all jobs which are status JFC, which is 30 days prior to Auto Closure to CLS | 30 days prior to auto closure | Shows all jobs which are status JFC to review open WIPS & Accruals |
2 | Excessive Margin | Shipments with a margin above 50% , in combination with Job Status & NO PNL Reason Code | 50% | GP % = REV + WIP + CST + ACR)// (REV + WIP) |
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Recorded Training Webinars & Documents
Topic | Webinar Date | Video | Operations Control Dashboard Kick Off Late Billing | June 28th, 2023 | |
|---|---|---|---|---|---|
Operations Control Dashboard GP Accuracy Power Point Training | September 13, 2023 | ||||
Message from Steen Global Operational Excellence | October 17th, 2023 |
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