USER MANUAL PR REPORTS

Business Activity Monitor - BAM

Sagar Vyas
sagar.vyas@alturki.com

Table of Contents
1

Introduction .......................................................................................................................................... 2
1.1

Objective of the Document ........................................................................................................... 2

1.2

Introduction to Business Activity Monitor (BAM)......................................................................... 2

1.3

Introduction to PR Reports Designed in BAM ............................................................................... 2

Logging into Business Activity Monitor................................................................................................. 2

2.1

Starting the Business Activity Monitor ......................................................................................... 2

2.2

Logging in to the Business Activity Monitor ................................................................................. 3

2.3

Features of Business Activity Monitor .......................................................................................... 4

PR Reports ............................................................................................................................................. 6
3.1

Purchase Requisition TAT Report.................................................................................................. 6

3.2

PR Pending Status Report ............................................................................................................. 8

3.3

Individual PR Rending Status Report ............................................................................................ 9

3.4

PR Comment History ................................................................................................................... 10

Definition of Work Steps ..................................................................................................................... 11

User Manual PR Reports - Business Activity Monitor (BAM)

Page 1 of 14

1 Introduction
1.1 Objective of the Document
The main objective of this document is to provide a brief description of features available in the Business
Activity Monitor (BAM) Tool. This document will serve as a user manual for the users who log into the
BAM for viewing various reports. The document details steps involved in viewing the Reports through
BAM for various processes. This document will also guide business users to use this tool with ease and
user-friendliness.

1.2 Introduction to Business Activity Monitor (BAM)

The term 'Business Activity Monitor' refers to the aggregation, analysis, and presentation of real-time
information about activities inside organizations. The Business Activity Monitor, developed by Newgen
Software, is an enterprise solution to provide a real-time summary of business activities to all the level
of hierarchy in business.

1.3 Introduction to PR Reports Designed in BAM

In Omni Flow, various levels of approvals are performed on daily basis in purchase requisition workflow.
Based on the level of approvals, data is stored in Omni Flow. This data can be extracted to analyze
various scenarios in approval process, such as How long has it taken to release a PR Line Item,
Where/whom is the PR pending for approval, What were the comments written while approving the PR
and many more. These scenarios have been designed as reports using BAM for analyzing, ease of
understanding and following up for the approval process.

2 Logging into Business Activity Monitor

2.1 Starting the Business Activity Monitor
To work on/start Business Activity Monitor (BAM), you need to follow the below steps:
1. Click Start Programs - Select Internet Explorer or Mozilla Firefox
2. In the Address bar, enter the URL - http://10.100.11.77:8084/bam
3. Click Go - The login screen of BAM would appear
Refer Figure 1

User Manual PR Reports - Business Activity Monitor (BAM)

Page 2 of 14

Figure 1

2.2 Logging in to the Business Activity Monitor

Every user will be provided with a User ID and Password to log into Omni Flow application/BAM
1. Enter the user name i.e., Employee ID
2. Enter password [password used in Omni Flow application]
3. Click Login button
Refer Figure 2

Figure 2
If you havent provided correct username and password, you will get Invalid Username or Password .

User Manual PR Reports - Business Activity Monitor (BAM)

Page 3 of 14

2.3 Features of Business Activity Monitor

2.3.1 Home Screen
After the successful login, the home tab of the Business Activity Monitor screen appears by
default. Figure 3 shows the home screen of BAM

Figure 3
2.3.2 Report List
In the Home Screen, click on Report List. Which displays the various reports user is authorized to
generate/view. Figure 4 shows the report list tab and the screen appearing while clicking on the
same

2.3.3 Executing Reports

After clicking the report list opens the new window where user can find all the reports. Figure 5
describes the process of generating of report through BAM
1. Click on Report List
2. Screen appears stating the reports which the user is authorized any one of the report can be
double clicked
3. The screen to enter inputs would appear entering all the inputs are not mandatory
4. As the input is entered the generate button needs to be clicked

User Manual PR Reports - Business Activity Monitor (BAM)

Page 4 of 14

Figure 4

Figure 5

User Manual PR Reports - Business Activity Monitor (BAM)

Page 5 of 14

2.3.4 Additional Features:

Once the report is generated further features of BAM can be availed. Figure 6 describes the Features
available after generating the report

Figure 6
1. Filter: Filter is option to further analyze the data
1A. Input screen appears on clicking Filter
2. Save: Generated report can be saved (the formats are CSV, PDF, XLSX, TEXT, and HTML)

3 PR Reports
3.1 Purchase Requisition TAT Report
Objective
Purchase Requisition goes through multiple level of approvals up to final release. This report will help
you know the Time taken by approvers/actioners for acting on a particular Purchase Requisition Line
item. Further it informs the user if PR is released, and how long (in Days) has it taken to complete the
release. The TAT is calculated from date of creation up to date of final release. Report describes the PR
Line Item information with the Current Work step* and the Number of days it is waiting in that particular
work step.

Current Work Step Please refer Definition of Work Steps

User Manual PR Reports - Business Activity Monitor (BAM)

Page 6 of 14

Input
This report can be executed by giving the inputs as per the requirement. The user authorization is based
on Plant, thus when the report is generated, the PRs specific to the plants user is authorized would be
displayed. However user can get the report through the below mentioned Inputs.

Input Field Name

Description (Comments)

PR Number

Data to be entered : PR Number or PR Numbers followed by comma (,) (PR should

be of the Plant which user is authorized too)

Plant

Data to be entered : Plant (PRs created for the Plant user is authorized would be
displayed)

Material Code

Data to be entered : Material Code (The PRs created for user authorized plants
with the material code entered would be displayed)

Status in Omni Flow

Data to be entered : Release or Un Release (The PRs which are in either of the
status from the plant user is authorized would be displayed)

PR Created Date from

Data to be entered : PRs created date from

PR Created Date to

Data to be entered : PRs created date to

User Manual PR Reports - Business Activity Monitor (BAM)

Page 7 of 14

3.2 PR Pending Status Report

Objective
At times when the user wants to know where is the Purchase Requisition Line Item waiting for approval
and how many of the approvers/actioners have acted on it, this report would be of ease to all these
concerns. This report will help user know whether the approvers/actioners for acting on the Purchase
Requisition Line Item have acted on it and who are the further approvers/actioners in the work flow
cycle. Further it informs to the user stating YES corresponding to the Name of actioner/approver if PR
is released and NO corresponding to actioner/approver if the PR would be going through them for
release. This report would show only the PRs waiting/ pending for approval and also describe the PR
Line Item information with the Current Work Step* or user name with whom PR Line Item is pending.
Input
This report can be executed by giving the inputs as per the requirement. The user authorization is based
on Plant, thus when the report is generated, the PRs specific to the plants user is authorized would be
displayed. However user can get the report through the below mentioned Inputs.

Current Work Step Please refer Definition of Work Steps

User Manual PR Reports - Business Activity Monitor (BAM)

Page 8 of 14

Input Field Name

Description (Comments)

PR Created Date from

Data to be entered : PRs created date from

PR Created Date to

Data to be entered : PRs created date to

Plant

Data to be entered : Plant (PRs created for the Plant user is authorized would be
displayed)

Current Work step

Data to be entered : The Work Step where PR is pending (Refer Definition of

Work Steps for detail understanding)

3.3 Individual PR Pending Status Report

Objective
This report would be showing the PR status whether released or otherwise. If released, who were the
approvers/actioners and if not who would be the approvers/actioners for particular PR.
Input
This report can be executed by giving the inputs as per the requirement. The user authorization is based
on Plant, thus when the report is generated, the PR specific to the plants user is authorized would be
displayed. However user can get the report through the below mentioned Inputs.

User Manual PR Reports - Business Activity Monitor (BAM)

Page 9 of 14

Input Field Name

PR Number

Description (Comments)
Data to be entered : PR Number or PR Numbers followed by comma (,) (PR should
be of the Plant which user is authorized too)

3.4 PR Comment History

Objective
This report states the Comments written by the approvers/actioners while approving the Purchase
Requisition Line Item.
Input
This report can be executed by giving the inputs as per the requirement. The user authorization is based
on Plant, thus when the report is generated, the PRs specific to the plants user is authorized would be
displayed. However user can get the report through the below mentioned Inputs.

User Manual PR Reports - Business Activity Monitor (BAM)

Page 10 of 14

Input Field Name

Description (Comments)

PR Number

Data to be entered : PR Number or PR Numbers followed by comma (,) (PR should

be of the Plant which user is authorized too)

Plant

Data to be entered : Plant (PRs created for the Plant user is authorized would be
displayed)

Status in Omni Flow

Data to be entered : Release or Un Release (The PRs which are in either of the
status from the plant user is authorized would be displayed)

4 Definition of Work Steps

Work Step

Designated Personal/Definition

PRRequestor_Review

The PR is in Requestors queue waiting for

the requestor clarification on the query
asked by the approver

PR_Hold

The PR is in Requestors queue waiting for

the changes to be done in PR from SAP as
said by the approver or PR Line Item is been
deleted from SAP

Foreman

The PR is in the queue of Concern Foreman

: Level 2 Approver according to Omni Flow

Quality_Manager

The PR is in the queue of Concern Quality

Manager : Level 3 Approver according to
Omni Flow

User Manual PR Reports - Business Activity Monitor (BAM)

Page 11 of 14

Status in SAP

The PR is in the queue of Concern Manager

Manager

: Level 4 Approver according to Omni Flow

The PR is in the queue of Concern QS : Level

QS

5 Approver according to Omni Flow

The PR is in the queue of Concern Senior

Sr_Manager

Manager : Level 6 Approver according to

Omni Flow

AstContracts_Manager

The PR is in the queue of Concern Assistant

Contracts Manager : Level 7 Approver
according to Omni Flow

Contracts_Manager

The PR is in the queue of Concern Contracts

Manager : Level 8 Approver according to
Omni Flow

Divisional_Director

The PR is in the queue of Concern Divisional

Director : Level 9 Approver according to
Omni Flow

Commercial_Director

The

PR

is

in

the

queue

of

Concern

Commercial Director : Level 10 Approver

according to Omni Flow

User Manual PR Reports - Business Activity Monitor (BAM)

Page 12 of 14

Management

The PR is in the queue of Management:

Level 11 Approver according to Omni Flow.
Any PR Line Item with amount more than
15000 RO will go to Management queue for
approval.

Assign_Buyer

The PR Line Item according to the Material

is

in

queue

of

Purchasing

Manager.

Indicates the Second level of release in

SAP.

Assigned_PR

The PR Line Item is in the queue of Buyer

who has been assigned by the Purchase
Manager to enter the earliest delivery date

Review_Buyer

PR is in Requestors queue awaiting for the

confirmation on the date entered by Buyer.
Once confirmed the PR gets final released
from SAP

SAP_Admin

The work item is in this queue, due to

occurrence of an exceptional error during
release of the PR Line Item. Once found the
PR in SAP_Admin queue the concern can
raise a instance in solution manager by
entering the component BC-BMT-WFM

Accepted_AppPR

The PR Line Item is released from SAP and

is in Buyers queue informing him/her to
create the PO for the same

User Manual PR Reports - Business Activity Monitor (BAM)

Page 13 of 14

Exit

The PR Line Item is completely released

from SAP and Omni Flow. In some peculiar
cases the PR could have been moved to exit
due to no more action to be taken on it

Deleted_PR

The PR Line Item is deleted from Omni Flow

User Manual PR Reports - Business Activity Monitor (BAM)

Page 14 of 14