Lesson 11 of 11·4 min
Cross-module analysis: explaining differences before acting
ERP analysis often compares information from several stages of the same business process. The stages are connected, but they represent different events. An order expresses a commercial commitment, an invoice records billing and a receipt records collection. Their totals need not match at every date.
The first analytical task is to explain the difference, not force the numbers to agree. Timing, partial fulfilment, credit adjustments, cancellations and scope can all matter, depending on the records being compared.
Use DNA's reporting tools with a defined basis
DNA's standard reports, custom-report datasets, filters and detail views support different ways to investigate business information. The relevant choice depends on the question and available source fields. A cross-source comparison needs an explicit matching key and a common reporting basis.
For example, customer-level invoice and receipt figures may describe different documents or periods. Matching by customer alone does not prove that a particular receipt paid a particular invoice. Allocation and document references are needed for that conclusion.
A fictional reconciliation
Northstar has an order value of USD 10,000, invoices of USD 6,000 and collections of USD 4,000 within a simplified common scope. These figures describe different stages. The USD 4,000 order-to-invoice gap is not automatically an overdue debt, and the invoice-to-collection gap needs payment terms, allocations and adjustments before being classified.
The example deliberately separates process stages. In real analysis, confirm the report filters and relevant document statuses before interpreting the gaps.
Turn findings into accountable action
A good finding states the observed difference, the supporting records, the explanation established so far and the remaining uncertainty. “Collection is behind the billing amount for these documents” is more precise than “sales are wrong.”
Then assign an action appropriate to the cause. Missing allocation calls for reconciliation; incomplete delivery calls for operational follow-up; an overdue valid receivable calls for collection work. Reports support the decision, while the underlying ERP records establish what actually happened.
Not marked. Answer every question to finish the lesson.
