BILLING AND BACKLOG REPORT
Process Overview
| Field | Details |
|---|---|
| Process Name | REL TOOL |
| Segment | GSC – Global Supply Chain |
| Process Family | Lenovo India |
| Process Users | Wyzmindz Solutions Pvt Ltd |
| Process Purpose | This report is instrumental in providing actionable insights, tracking performance, and supporting Lenovo’s sales strategies |
Version History
| Version Tag | Prepared By | Date of Update | Validated By | Reviewed By | Approved By | Revision Details |
|---|---|---|---|---|---|---|
| V 1.0 | Goutham | 22-12-2025 | Navneeth | Sushruth Vasista | Vishwanath Mosale | SOP Document Creation |
Distribution & Access List
| Designation | Read | Write | Approval |
|---|---|---|---|
| Analyst | Yes | No | No |
| Team Lead | Yes | Yes | No |
| Manager | Yes | Yes | Yes |
1.1 Purpose
The purpose of this process is to download, prepare, validate, and upload CFOC, FIORI, Closed Order, Billing, Backlog, and related files into the REL Tool and FF Tool. This ensures accurate consolidation of order, billing, and backlog data for Lenovo’s daily operational and analytical reporting.
1.2 Scope
- Geographic Scope: India.
- Business Segment: GSC
- Process Frequency: Daily
- Extraction of CFOC, FIORI, and Closed Order reports.
- Header mapping, data cleaning, validation, and file formatting.
- Uploading files into FF Tool and REL Tool.
- Generating downstream billing, backlog, order-load, prodgroup, and daily analysis reports.
- Updating servers and triggering automated workflows for Lenovo India reporting.
1.3 Business/Segment Overview
The REL Tool process supports Lenovo’s order lifecycle, billing, and backlog visibility across onshore, offshore, and manufacturing segments. By integrating multiple data sources—CFOC, FIORI, SO–PO mapping, backlog, COOIS, and stock data—the process provides an accurate daily operational snapshot used by sales, supply chain, billing, and management teams. These outputs help Lenovo ensure process transparency, efficient billing, and timely backlog management.
1.4 Responsibility and authority
| Role | Name |
|---|---|
| Analyst | Gautham |
| Process Owner | Navaneeth |
| Process Manager | Dayanand |
| Escalation Manager | Sushruth Vasista |
| Approval Authority | Vishwanath Mosale |
1.5 Escalation Matrix
Escalation Matrix – WyzMindz Solutions Pvt Ltd (India)
| Sl. No | Name | Designation | Email ID |
|---|---|---|---|
| 1 | Sushruth Vasista | Manager | sushruth.vasista@wyzmindz.com |
| 2 | Vishwanath Mosale | Director | vishwanath.mosale@wyzmindz.com |
Escalation Matrix – Lenovo India Pvt Ltd
| Sl. No | Name | Designation | Email ID |
|---|---|---|---|
| 1 | Abhinav Tiwari | Mgr II, Order Fulfillment - AP CF Team | atiwari2@lenovo.com |
| 2 | Ananda M Lanka | Head - India Order Fulfilment & Order Center GSC - AP PC Customer Fulfillment & Logistics | analanka@lenovo.com |
1.6 RACI Matrix
RACI – WyzMindz Solutions Pvt Ltd (India)
| Report / Process | Responsible | Accountable | Consultation | Informed |
|---|---|---|---|---|
| REL Tool data uploads | Goutham | Goutham | Navaneeth K | Lenovo India Pvt Ltd, Wyzmindz – Lenovo Process Team |
1.7 Access Required:
- Outlook & Webmail Access
- Access to Ms Office Suite
- Access to corporate website (Supporting Documents will be stored there in the future) Website: www.example.wyzminz
1.8 Overview of Tools
| Sl. No | Tool Name | URL | Description |
|---|---|---|---|
| 1 | CFOC | https://owb.lenovo.com/ | It’s a website used to extract data for our usage |
| 2 | Fiori | https://cdms.lenovo.com/DCSDM/ | It’s a website used to extract data for our usage |
| 3 | SAP | Application | It’s a website used to extract data for our usage |
1.9 Legends:
- MTM - Machine Type Model (Product Number)
- NA: Not Available
1.10 Data Dependencies:
- CFOC website.
- SAP And Online SAP.
1.11 Schedule of Reporting
- Frequency: Daily.
1.12 Process Flow Chart:
1.13 Steps of Procedure:
CFOC:
- Login to https://cfoc-gsc.lenovo.com/login and select Order Report in the left side menu from Order report centre
-
Now select filter template from top right corner and select CFOC_wyz and select open.
-
Now scroll down and in the Order creation date select the last date of the present quarter
- Now press search and then wait for it process, later on press download, after data is fetched.
- It will show a prompt to go to download center to show the downloading task
- Now after the download is completed click on download and the data will be downloaded
- Now again go back to order report and select CFOC_OPEN Template and repeat the same process to download the data.
FIORI
- Open https://myerp.lenovo.com/sap/bc/ui2/flp?sap-client=100&sap-language=EN#ZSD-rowBillingReport and login with credentials
- In the search bar search for row billing report
- Now click on get variant
- In variant type sk9 and in created by type sk9 as shown and press execute
- A variant will be applied, now check if the date is first and last of the present month and then press execute
- Right click on the data fetched and export it in XLSX format and save it as FIORI DUMP MONTH_DD.
CFOC DATA UPLOAD
- Now Open the downloaded Order flow report template from CFOC_WYZ (which will always be less in size)
- Open files CFOC header mapping file and CFOC Upload File and Lenovo GSC Terminologies2 S4 file
- Now map the headers from CFOC header for mapping file by inserting a row
- Delete all the columns which has #N/A in the inserted row and then delete the row
- Now save the file as CFOC DUMP MONTH-DD
- Now insert a column in the starting and concat S&D SO Number & S&D SO item and then paste it to the whole column
- Now remove duplicates in that column and delete the column
- In plant column filter down and select H001 offshore plant and delete all of the data and remove filter
- Now go to the last column and concat o1&i1 i.e PlantSales Document Type
- Now drag the formula and down and then map it with Lenovo GSC Terminologies2 S4 Added file
- Now break links and select all the #N/A and delete it
- Go to Sales Document Type and select YBRE and delete all of the data
- Now remove filter and then in the header search for credit document type and add a column before and after YB18-JP Invoice.
- Now copy the headers from an old CFOC Upload file and paste it in this file and save it as CFOC Upload MONTH-DD.
FIORI UPLOAD
- Open the downloaded FIORI Dump File
- Open FIORI header for mapping file and then map the headers same as CFOC and then before deleting the row sort it from smallest to largest from row 1
- And now delete the inserted row
- Now search for Z3 contact phone and insert a column next to it and use length function and check if any contact number is greater then 20 for z3
- Do the same for Z4,Z7 and ZS for Z4 its less than 25 for z7 less than 18 and for ZS less than 18
- Now save the file as Fiori Upload Month-DD.
Closed Order Upload
- Now Open the downloaded Order flow report template from CFOC_OPEN(which will always be more in size)
- Open files CFOC header mapping file and CFOC Upload File a
- Now map the headers from CFOC header for mapping file by inserting a row
- Delete all the columns which has #N/A in the inserted row and then delete the row
- Now remove filter and then in the header search for credit document type and add a column before and after YB18-JP Invoice.
- Now copy the headers from an old CFOC Upload file and paste it in this file and save it as Closed Order Upload MONTH-DD.
FF Tool
- Login to https://ecentre.lenovo.com/ffrptconv-uat/REL/ with credentials and then
- Upload the Fiori upload file and CFOC upload file and click on upload
- Later on after the files are uploaded, download offshore billing, onshore billing, offshore backlog, onshore backlog and SO PO mapping
- Now refresh the page and upload closed order upload in CFOC Report and click on upload
- After Uploading completes,download open closed order report
REL TOOL
- For REL TOOL we need 8 reports, offshore billing, onshore billing, offshore backlog, onshore backlog and SO PO mapping,Open Closed order and COOIS upload and Stock Report REL
- Open onshore billing and Open Closed order and open ROL Header OnShore OffShore file
- Map headers for both Open onshore billing and Open Closed order and save the file
- Copy data from Open Closed order and paste in new sheet and paste closed order headers and save it as Closed Order Report dd-mm-yyyy
- Now take all 8 files and paste it in server 1
- Open the File Uploads History website in server 1 and then open in Microsoft explorer mode
- Open menu>Uploads>Onshore backlog and details and then upload stock report rel, onshore backlog,coois,so po mapping,open closed order
- Now menu>Upload>offshore backlog there upload offshore backlog and PCG(after 11)
- Again menu>upload>billing there upload onshore and offshore billing.
- Now in menu>work flow execution>right click on 20 and press execute
Prodgroup
- Now go to menu>daily reports>daily backlog analysis>daily backlog analysis(version2) include options there and press export which is at the left bottom screen and save the file
- Now menu>Upload>offshore backlog there press export and save
- Again menu>upload>billing there export and save
- Now menu>onshore/MFG backlog and export and save
- Now map all the 4 files with PCSD to fill the blanks and copy the MTM and prodgroup and paste it in a separate file and do the same for all the 4 files
- Now remove duplicates from that file and paste headers from yesterday file and save as Prodgroup Month-DD
- And upload, Open menu>Uploads>Onshore backlog and details scroll down and upload in prodgroup manual override and go to workflow execution and right click and execute 20
- Now upload orderload and PCG file after you get orderload summary.
REL TOOL refresh
- After rel tool is refreshed, Run FF tool, mapping and 0800hrs QW from D:\i-Rainbow\DATA MART DOWNLOAD
- Close ff tool first and then run rest others later on
- Now to go server 2 and run Stock Report Rel-rel report v3 from C:\i-Rainbow\SETUP\REPORTS QVW\SHIVA and run the qw and go to billing offshore with values and click on universal
- Mails will be triggered,
- Open onshore backlog report and map services tagged in option and refresh pivot table and for blanks replace it with 0
- Do the same for onshore backlog report with revenue
- Open onshore billing report and refresh pivot table and for blanks replace it with 0
- Do the same for onshore Billing report with revenue
- Flash the reports by changing the pivot tables in mail.
1.14 Output Overview:
The REL Tool generates consolidated daily outputs that combine CFOC, FIORI, Closed Order, Billing, Backlog, COOIS, and Stock Report data into a single validated dataset. The final outputs include onshore/offshore billing reports, onshore/offshore backlog reports, open–closed order reports, SO–PO mapping, and prodgroup files used for downstream analysis. These validated files are uploaded to Lenovo servers and drive automated workflows for daily backlog analysis, billing summaries, and order-load reports. The outputs support sales, supply chain, and finance teams with accurate and timely operational insights.
1.15 Validation checklist:
- The number of lines and volume from Raw data should match in FF tool website and the data will upload to rel tool if its correct.
1.16 Communication:
A mail will be sent to below recipients. { Abhinav Tiwari2 atiwari2@lenovo.com; Anuraj R5 ar5@lenovo.com; Mohanraj Selvaraj mselvaraj1@lenovo.com; Nasurudheen Abduljammel nasurudheen@lenovo.com; John Selvaraj jselvaraj@lenovo.com; Sushruth Vasista svasista@lenovo.com; Dayanand U du@lenovo.com; 'fulfillment.c@wyzmindz.com' }
1.17 Repository Details:
Note
Master File should be manually updated on daily basis based on exceptions.
Video Recordings: ..\KT\KT Recordings\KT 3(Comparison btw CON Manual & CSD DSR)