Post on 19-Dec-2015
description
Sales Reports based on HANA
1 HANA Models
The SAP In-Memory Appliance (SAP HANA) business content 1.0 for Sales and Distribution (SD) enables sales managers and sales representatives to check basic key figures for sales in real time. Whereas sales managers use sales analytics to get instant overview information regarding the various performance indicators for their sales teams, the sales representatives focus on detailed checks of the results of their sales activities.
1.1 Sales Order Analysis
Sales managers can instantly view the value of incoming orders generated by their teams. With the key figures available at any time, managers can perform real-time checks on results against the target, allowing for more direct control of the sales pipeline.
Sales representatives can instantly check the incoming orders resulting from their sales activities
Calculation View
Calculation View Package
None
Analytic view
This analytic view provides header information for sales documents.
Analytic View Package
AN_SALES_LIST_HEADER
Attribute View
Attribute View Package
AT_CURRENCY_KEY
AT_CUSTOMER_BASIC
AT_DIS_CHANNEL
AT_SALES_DIVISION
AT_SALES_ORG
AT_STAT_DELIVERY_HEADER
AT_STAT_HEADER
AT_STAT_ORD_BILLING
AT_TIME
AT_SALES_DISTRICT
Tables
Tables Description
_SYS_BI.M_TIME_DIMENSION
DOM_STATV
DOM_STATVT
KNA1 General Data in Customer Master
T001 Company Codes
T005T Country Names
T005U Taxes: Region Key: Texts
TCURC Currency Codes
TCURT Currency Code Names
TSPA Organizational Unit: Sales Divisions
TSPAT Organizational Unit: Sales Divisions: Texts
TVKO Organizational Unit: Sales Organizations
TVKOT Organizational Unit: Sales Organizations: Texts
TVTW Organizational Unit: Distribution Channels
TVTWT Organizational Unit: Distribution Channels: Texts
VBAK Sales Document: Header Data
VBKD Sales Document: Business Data
VBUK Sales Document: Header Status and Administrative Data
Modeling Overview
2 Other Sales Reports
2.1 Process Overview Table
Process Step Expected Results
Fulfillment Rate Report
Enter inital report selections and execute Report
This business process monitors the percentage value of monthly order fulfillment rates by comparing the value of incoming orders with the value of open orders
SalesCredit Memo Analysis
Enter inital report selections and execute Report
This business process monitors credit memo values in portion to sales and returned quantity in relation to billed quantity.
Sales Order Time Schedule Analysis
Enter inital report selections and
This business process monitor Schedule-lines for those Sales Orders that are still Open (ie deliver has not yet been completed) with their due Requested Delivery Date.
Process Step Expected Results
execute Report
Billing Document Analysis
Execute Report
This business process uses Explorer to view billing document data.
Sales Item status Analysis
Execute Report
This business process uses Explorer to view all sales order line item status in a single view
Sales Organization Analysis
Execute Report
This business process uses Explorer to perform analysis by Sales Organization, Country, Customer and Sales Product by the measures Sales revenue, Billing value and quantity.
2.2 Process Steps
2.2.1 Execute Report – Fulfillment Rate Report
UseThis report provides the percentage value of monthly order fulfillment rates by comparing the value of incoming orders with the value of open orders. The average monthly fulfillment rate is also trended via a chart analysis.
Procedure1. Log on via the BOE BI launch pad.
2. Choose the Document tab page and go to Sales Analysis
3. Select Fulfillment Rate Report.
4. Enter report selection criteria parameters by selecting the field and using the down arrow to display the choices:
Sales Organization
Distribution Channel (defaults to all)
Division (defaults to all)
Material Group (defaults to all)
Year/Period (defaults to current) Mandatory
5. Choose Enter to execute the report.
Result
Based on the selection criteria entered, a webi report showing Customer fulfillment rate / value and the Net value of Open Orders (that is, yet to be filled by the organization) by month. The report is ranked showing those customers with the highest Open Orders.
2.2.2 Execute Report – Sales Credit Memo Analysis
UseThis report provides details of the credit memo value in portion to sales and returned quantity in relation to billed quantity. Using the selection criteria, it is possible to determine what Sales Organization / Sales representative was responsible for the original sale
Procedure1. Log on via the BOE BI launch pad.
2. Choose the Document tab page and go to Sales Analysis.
3. Select Sales Credit Memo Analysis.
4. Enter the following report selection criteria parameters:
Sales Organization
Distribution Channel (defaults to all)
Division (defaults to all)
Customer (defaults to all)
Sales Rep (defaults to all)
Year/Period (defaults to current) Mandatory
Result
Based on the selection criteria entered, a Webi report showing Customer and credit related data is presented including Return Value as % of Sales and Return Quantity as % of Billed Quantity.
2.2.3 Execute Report – Sales Order Time Schedule Analysis
UseThis report provides details at Schedule-line level. Those Sales Orders that are still open (that is, the delivery has not yet been completed) with their due Requested Delivery Date.
Certain filters have been set in the report to display on orders with a delivery status of not yet delivered.
Procedure1. Log on via the BOE BI launch pad.
2. Choose the Document tab page and go to Sales Analysis
3. Select Sales Credit Memo Analysis.
4. Enter the following report selection criteria parameters:
Sales Organization (defaults to all) Mandatory
Customer Number (defaults to all)
Sales Document
Document Date Start (Day/Month/Year)
Document Date End (Day/Month/Year) (Mandatory)
Result Based on the selection criteria entered, a Webi report showing Customer sales order related data for the requested delivery date, order quantity, confirmed quantity and required quantity of a given Sales Order is displayed.
2.2.4 Explore Data – Billing Document Analysis
UseThis view provides the opportunity to explore data relating to Customer Billing.
Procedure1. Log on via the BOE BI launch pad.
2. Choose the Document tab page and go to Sales Analysis.
3. Select Billing Document Analysis.
4. An Explorer Information Space window appears.
Result All the data from the underlying HANA view is presented in the initial Explorer view. The sales analysts can then further refine the search by filtering or finding the data that they wish to analyze.
2.2.5 Explore Data – Sales Item Status Analysis
UseThis view provides the opportunity to explore data relating to the sales order line item status in a single view (Sales, Logistics and Billing) with the related quantity and value.
Procedure1. Log on via the BOE BI launch pad.
2. Choose the Document tab page and go to Sales Analysis.
3. Select Sales Item Status Analysis.
4. An Explorer Information Space window appears.
Result All the data from the underlying HANA view is presented in the initial Explorer view. The Sales Analysts can then further refine the search by filtering or finding the data that they wish to analyze.
2.2.6 Explore Data – Sales Organization Analysis
UseThis view provides the opportunity to explore data relating to Sales Organization, Country, Customer and Sales Product by the following measures, sales revenue and quantity of orders, billing value and quantity.
Procedure1. Log on via the BOE BI launch pad.
2. Choose the Document tab page and go to Sales Analysis.
3. Select Sales Organization Analysis.
4. An Explorer Information Space window appears.
Result All the data from the underlying HANA view is presented in the initial Explorer view. The Sales Analysts can then further refine the search by filtering or finding the data that they wish to analyze.
2.3 Overview of Measures / DimensionsThe following measures / dimensions are represented within each of the other Sales Reports.
2.3.1 Overview of Fulfillment Rate Report Measures:
Key Figure Unit Business Definition Calculation Used in
OAUWE
Net value of open orders
FFR_NETWR Fulfillment rate value HANA Formula: (Incoming order value - Net value of open orders) %A incoming order value
FFR_MENGE % Fulfillment rate quantity
HANA Formula: (Incoming order quantity – open order quantity) / incoming order quantity
Dimensions:
Field Name Description Default Value Used In Comment
VKORG Sales Organization
All
VTWEG Distribution Channel
All
SPART Division All
Field Name Description Default Value Used In Comment
MATNR Material Group All SPBUP Period/Year current
KUNNR Customer All
2.3.2 Overview of Sales Credit Memo Analysis Measures:
Key Figure Unit Business Definition Calculation Used in
REMENGE Returned Quantity
UMMENGE Billed Quantity
UMNETWR Sales Revenue
RENETWR Returns Value
GUNETWR Credit Memo
% Returns value in % Value of returns as a percentage of sales value ( RENETWR as % UMNETWR)
% Returns quantity in % Quantity of returns as a percentage of sales/billed volume (REMENGE as % UMMENGE)
Dimensions:
Field Name Description Default Value Used In Comment
VKORG Sales Organization All
VTWEG Distribution Channel
All
SPART Division All
MATNR Material All SPBUP Period/Year current
KUNNR Customer All VRTNR Sales Rep All
2.3.3 Overview of Sales Order Time Schedule Analysis Measures:
Key Figure Unit Business Definition Calculation Used in
WMENG Order Quantity
BMENG Confirmed Quantity The Confirmed Quantity is the quantity of material that is assigned to the order. This quantity comes from the Material Availability Check – which looks at what Unrestricted stock is in the warehouse minus any other requirements (Deliveries, Production Orders, or older Sales Orders).
LMENG Required Quantity
Dimensions:
Field Name Description Default Value Used In Comment
LFSTA Delivery Status Filter Filter to Status Not Delivered ie.
A = Fully Open
B = Partly Open
VBTYP Document Category
Filter Fixed = C (orders)
VBELN Sales DocumentKUNNR CustomerAUDAT Document Date Mandatory – Date Range Determine period of
analysisVKORG Sales Org Mandatory
2.3.4 Overview of Billing Document Analysis Measures:
Key Figure Unit Business Definition Calculation Used in
FKIMG Billed Quantity
CM_NETWR_TRG_CURR
Net Value HANA Amount with Currency: Conversion enabled
Dimensions:
Field Name Description Default Value Used In Comment
VKORG Sales Organization
VBELN Sales Document
KUNRG Customer
FKDAT Billing Date
FKTYP Billing Category
2.3.5 Overview of Sales Item Status Analysis Measures:
Key Figure Unit Business Definition Calculation Used in
KWMENG Order Quantity
LSMENG Required Delv. Qty
TRGWR Net Value (translation) (translation currency)
NETWR Net Value
Dimensions:
Field Name Description Default Value Used In Comment
VBELN Sales Document
AUDAT Document Date
Field Name Description Default Value Used In Comment
POSNR Line Item
LFSTK Delivery Status
FKSAK Billing Status
GBSTK Overall Status
2.3.6 Overview of Sales Organization Analysis Measures:
Key Figure Unit Business Definition Calculation Used in
UMNETWR Sales Revenue
AENETWR Incoming Orders
UMMENGE Billing Qty
AEMENGE Inc. Orders Qty
Dimensions:
Field Name Description Default Value Used In Comment
SPBUP Period/year
VKORG Sales Organization
VTWEG Distr. Channel
SPART Division
BZIRK Sales District
KUNNR Customer
MATNR Material