Reports Ans Sales Info Systems

8/18/2019 Reports Ans Sales Info Systems

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India SAP CoE, Slide 1

SD2014: Sales Information

System


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Sales Information System

1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


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1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


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Purpose

• Management needs Analysis & Planning tools for

various business deisions!

• "arious reports are needed to be generated by

#uerying database tables!

• $eport generation involves large #uery%time i!e!

larger report generation time!

• Instead 'e an reate user%defined Information

strutures aording to t(e needs and utili)et(em for analysis!


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*se

• +(is report information an be used at

different levels in t(e deision%ma,ing

proess as a ontrol and planning

instrument!

• +(is 'ould enable t(e organi)ation to

reogni)e mar,et developments and

eonomi trends early on and to ta,e

appropriate measures!


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-(allenges

• Sieving t(e neessary informationor data from t(e (uge amounts ofavailable data t(at is needed foranalysis is a real (allenge

• +o ensure t(at t(e data seletedfor analysis is still relevant in t(eurrent mar,et environment!


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2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


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./+P and ./AP

• .n /ine Analytial Proessing or ./AP is an approa( to #ui,lyproviding ans'ers to analytial #ueries t(at are dimensional in nature!./AP is part of t(e broader ategory business intelligene '(i( alsoinludes trat transform load +/3 relational reporting and datamining! +(e typial appliations of ./AP are in business reporting forsales mar,eting management reporting business proess management

PM3 budgeting and foreasting finanial reporting and similar areas!

• .nline +ransation Proessing or ./+P3 is a lass of programs t(atfailitate and manage transation%oriented appliations typially for dataentry and retrieval transation proessing! ./+P also refers to omputerproessing in '(i( t(e omputer responds immediately to user

re#uests! An automati teller ma(ine for a ban, is an eample oftransation proessing! Some appliations of ./+P inlude eletroniban,ing order proessing employee time lo, systems e%ommereand e%+rading!


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-(arateristis./+P ./AP

Primary operation *pdate Analy)e

/evel of Analysis /o' 5ig(

Amount of data pertransation

"ery small "ery large

+ype of data Detailed Summary

+imeliness of data -urrent -urrent &5istorial

$esponse time 6ui, $easonable

./+P vs! ./AP

./AP .n /ine Analytial Proessing3 is best suited for Analysis &Planning as ompared ./+P .n /ine +ransation Proessing3 system

due to follo'ing (arateristis:


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/ogistis Information System

• /ogistis Information System /IS3 is an information system '(ere onean reate speifi tables t(at are updated at speifi stages and t(at anbe used to report on values ontained in speifi fields!

• /IS enables an organi)ation to use t(ese information systems forontrolling monitoring and planning purposes!

• /IS an be bro,en do'n into ea( logistis appliation7s individualinformation system su( as t(e sales information system SIS3!

• +(e ot(er logistis appliations (ave t(eir o'n information systems su(as Inventory Management Pur(asing Plant Maintenane et!



Standard SIS

• SAP (as standard sales information strutures SIS3 t(at are alreadyonfigured in t(e system!

• +(ese information strutures an be aessed via t(e menu pat(:/ogistis Sales and Distribution Sales information system Standard Analysis

• +(e reports use -ustomer Material Sales organi)ation S(ipping pointSales employee and Sales offie as (arateristis!

• +o use a standard report t(e report must be ativated in ustomi)ing t(estatistis group in t(e ustomer master Sales sreen3 and materialmaster Sales .rg! 2 sreen3 must be set and relevant for updating t(ese

strutures in t(e updating ontrol



Organization of Information Structures

Information strutures are speial statistial tables '(i( ontain basi data

from different appliations! +(is data is onstantly olleted and updated by

t(e system!

Information Strutures ontain t(ree basi types of information:

-(arateristis: +(ese are riteria '(i( you speify to ollet data on a

ertain sub8et! 9or eample in SD % Sales information is re#uired on Sales

organi)ations Plants -ustomers Materials et!

ey figures: +(ese are performane measures '(i( provide important

business information speifi to a (arateristi! 9or eample in SD ; .rder #uantity Delivered #uantity



Organization of Information Structures

+e(nially -(arateristis ey figures and

Period at as ey fields for t(e struture!

=e an use SAP defined Information

strutures or an reate our o'n ustomi)ed

Information strutures!

+(e name range allo'ed for user%defined

Information strutures is S>00%S???!

.rgani)ation of Information

Strutures ontinued3


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2 TellMe

3 ShowMe

4 LetMe

5 HelpMe



Steps for -reation of /IS SIS3

• -reate a field atalog ontaining ,ey figures and (arateristis if

neessary3

• -reate info struture using eisting or any ne'ly reated field atalogs!

• Assign an update group to t(e info struture and set up update rules for

t(e ,ey figures and t(eir (arateristis

• Ativate t(e update for t(e info struture

• Perform statistial setup to bring in old and urrent doument data into

t(e info struture



Steps for -reation of /IS ontd!3

Display IMB /ogistis ; Beneral /ogistis Information System

/IS3

SP$.

&o to 'o(i!ti! )

&eneral

Selet 'IS



Data asis and *pdatingData basis: In t(is setion you an

use field atalogs and informationstrutures to aggregate t(e data

from t(e operative proesses in

aordane 'it( your o'n

business re#uirements! In addition

a variety of tools for bot( editing

and generating your informationstrutures is available!

*pdating: In t(is setion you an

onfigure t(e settings for bot( t(e

updating definition and for

ontrolling t(e updating proess!

Display IMB

/ogistis ; Beneral

/ogistis Information System /IS3 /ogistis Data =are(ouse

Data asis

Display IMB

/ogistis ; Beneral

/ogistis Information System /IS3 /ogistis Data =are(ouse

*pdating



Appliations

In /IS settings are made 'it( respet to speifi Appliations su( as Sales and

Pur(asing! =e an also maintain appliations for -ross%appliation funtions!

Display IMB

/ogistis ; Beneral

/ogistis Information System

/IS3

/ogistis Data =are(ouse

Data asis

Appliations

Maintain Self%Defined Appliations -reate or -(ange or Display



9ield -atalogs

A field atalog defines a group of relevant fields from t(e appliation! Cou an

t(us use a miture of fields from any doument (ierar(ies Sales Deliveryilling et3

Display IMB

/ogistis ; Beneral

/ogistis Information System /IS3 /ogistis Data

=are(ouse

Data asis

9ield -atalogs

Maintain Self%Defined 9ield -atalogs

-reate or -(ange or Display



9ield -atalogs ontd!3

$*i! field atalo(ate(or+ i!

C*arateri!ti!

A%%liation i! S"

-ield! in t*e

Catalo(



-reating a 9ield -atalog

Enter -ield

Catalo( name

Enter -ield

Catalo( te.t

C*oo!e A%%liation

a! 01 /Sale! "i!tri#ution

C*oo!e t*e

atalo( ate(or+



-reating a 9ield -atalog ontd!3

Pre!! to add

*arateri!ti!

C*oo!e field! from

different Soure ta#le! a!

reuired and %re!! Co%+and Clo!e



-reating a 9ield -atalog ontd!3

Sae



Info Strutures



-reating Info Strutures

Enter ame Enter $e.t

Selet A%%liation



-reating Info Strutures ontd!3

Selet t+%e of info!truture

Selet if %lannin( i! %o!!i#le%tion to o%+ from

e.i!tin( info!truture




$epeat t(e above proedure for adding ,ey figures by

pressing t(e ,ey figures button!

Pre!! to add

*arateri!ti!

e an *oo!e field! fromone or more field atalo(!

otie t*e *arateri!ti field

atalo( reated #+ u!

C*oo!e field!, t*en %re!!

o%+lo!e #utton

$*i! indo ill #eome

atie "ou#le li on an+field t*at need! to #e !orted

to (et a ne #utton for !ort

funtion


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:e+ of t*e unit in *i* t*e e+ fi(ure i!

u%dated E.; 'oal Curren+, rder


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*pdating

Display IMB /ogistis ;

Beneral /ogistis Information

System /IS3 /ogistis Data

=are(ouse

*pdating

Beneral Definition *sing

*pdate Broups Maintain

*pdate Broups

=+ definin( t*e u%date %roe!!, +ou

define t*e flo of !tati!tial data fromt*e a%%liation to t*e information

!+!tem

$*e !tati!tial u%datin( of t*e

Info Struture de%end! u%on one

or man+ =u!ine!! eent! In t*e

a%%liation, one u%date (rou% i!

alloated to one !%eifi

#u!ine!! eent or (rou% of

#u!ine!! eent $*e t+%e of

alloation and t*e determinin(

or(ani>ational element! ar+

from a%%liation to a%%liation


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*pdate Broups


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*pdate $ules

Display IMB

/ogistis ;

Beneral

/ogistis

Information

System /IS3 /ogistis Data

=are(ouse

*pdating

Beneral

Definition *sing

*pdate

Broups

Maintain *pdate

Broups

*en +ou define u%datin(, +ou mu!t

define #ot* u%date rule! for t*e e+

fi(ure! and u%date rule! for t*e

*arateri!ti!


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-reating *pdate $ules

C*oo!e t*e Info Struture

Selet t*e


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-reating *pdate $ules ontd!3

Statu! i!

ne

Selet t*e

:e+

-i(ure

Pre!! ?ule! for

:e+ -i(


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-reating *pdate $ules ontd!3$*e eent determine! *i*

atiit+ in t*e o%eratie

a%%liation i! to tri((er t*e

u%date of t*i! e+ fi(ure

$*e u%date t+%e determine! *o

t*e data to #e u%dated i! linedto t*e data t*at *a! alread+ #een

u%dated in t*e Info Struture

$*i! field di!%la+! t*e unit in *i* t*e e+

fi(ure i! di!%la+ed /e( loal urren+, !tati!ti!

urren+, *i* a! !%eified durin( t*e

definition of t*e IS


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$*e Soure field info i! reeied

automatiall+ from t*e definition

of t*e e+ fi(ure in t*e field

atalo( e an *an(e t*e

!oure field

*en a e+ fi(ure i! u%dated,t*e !+!tem determine! t*e

%eriod in *i* t*e e+ fi(ure i!

umulated /!ee @el%e

-ollo !imilar

%roedure for ot*er

e+ fi(ure!


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-reating *pdate $ules ontd!3Selet :e+ -i(ure

Pre!! for definin(

C*arateri!ti


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If t*e u%date for a

*arateri!ti annot #ediretl+ determined from

one !oure field, +ou an

!%eif+ a formula

If t*e !%eified !oure field in t*e

doument i! not filled /initial and if no

u%date i! to #e made, +ou an

atiate t*e initial ondition

$*e doument *ierar*+

ena#le! +ou to determine

*i* information from t*e

a%%liation mu!t #e made

aaila#le for t*e u%date

-ollo !imilar

%roedure for ot*er

e+ fi(ure!


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Pre!! &enerate

=utton

Statu! *an(e! to

Partl+ AtieD


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*pdating -ontrol

Display IMB

/ogistis ;

Beneral

/ogistisInformation

System /IS3

/ogistis Data

=are(ouse

*pdating

*pdating

-ontrol Ativate

*pdate


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Ativate *pdate

Selet t*e Info Struture

Pre!! for Parameter!

"efine! t*e time leel on *i*

!tati!tial data i! to #e umulated

"etermine! *en

t*e IS are u%dated


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+ools

Display IMB

/ogistis ; Beneral

/ogistis Information System /IS3

/ogistis Data =are(ouse Data asis +ools Setup of Statistial Data

Appliation%Speifi Setup of Statistial Data

"urin( a !etu%, t*e Info

Struture i! filled it*

on!i!tent om%lete data

for ar*ied urrent

doument!


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Statistial Setup

S%eif+ t*e Info

Struture

$em%orar+ er!ion Atual er!ion i! 000

S%eif+ a

de!ri%tion

e an terminate t*e!etu% after !%eifi time

la%!e or after a !%eifi

num#er of fault+

doument!

Pre!! t*e e.eute

#utton


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-(e, Info Struture in S1n

S%eif+ t*e Info

Struture

'imit! t*e num#er of

reord! retrieed

Pre!! t*e e.eute#utton


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Display of Info Struture ntries

C*arateri!ti!

:e+ -i(ure!


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/ist +ypes

• Initial /ists: +(e initial list provides an overvie' oft(e (arateristi values for t(e ,ey figures inaordane 'it( t(e seletion riteria you ma,ebefore(and

• Drilldo'n /ists: A drilldo'n list s(o's a partiular(arateristi value for instane in detail! +(ere areseveral drilldo'n options depending upon t(eanalysis seleted! A drilldo'n an be based on t'oriteria: =it( regard to a (arateristi for eample

material material group vendor period3 or 'it(regard to an eisting (ierar(y! +(e maimumnumber of drilldo'ns or lo'er levels is !


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Standard Analysis

$*e!e are t*e

aaila#le !tandardanal+!i! o%tion!

$*e !eletion er!ion! in 'IS

ena#le +ou to !ae t*e data of

a !tandard anal+!i! or to%redefine +our ie of t*e data

Fou an a!!i(n a !eletion

er!ion to a !%eifi u!er

SAP Menu /ogistis Salesand Distribution Sales

Information System Standard

Analysis or Seletion version


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M-+A ; -ustomer Analysis

SAP Menu

/ogistis

Sales and Distribution

Sales Information

System

Standard Analysis

M-+A ; -ustomer

Seletion Sreen it*o%tion! of re!tritin(

out%ut data #+ limitin(

material, !ale! or( et

Pre!! E.eute #utton


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M-+A ; -ustomer Analysis ontd!3

:e+ -i(ure!

C*arateri!ti

/Cu!tomer

Plae ur!or onan+ !old to %art+

name and Pre!!

"rilldon =utton

Po% u% a%%ear! it* o%tion to

drill don #+ t*e aaila#le

*arateri!ti! Selet one

and li t*e (reen ti mar


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M-+A ; -ustomer Analysis ontd!3

ote t*e *an(e in

C*arateri!ti /"i!tri#utionC*annel

ote t*e *an(e in de!ri%tion

+(is drilldo'n proess an be repeated to rea( t(e remaining

(arateristis 'it( mont( being t(e final drilldo'n!


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erise

•-reate an info struture to report on t(e net value of sales orders persales organi)ation bro,en do'n furt(er by ustomer and again bymaterial group!

•+(e ,ey figure is net value and (arateristis are sales organi)ation

ustomer and material group!

•-(e, t(e data in t(e infostruture using transation S1n!

•-reate a sales order!

•-(e, if t(e sales doument appears in t(e infostruture usingtransation S1n by giving E000F for "ersion in t(e seletion riteria!


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+$A Maintain *pdate $ules: -(ange

M-2 Maintain *pdate $ules: Display

.M.1 Ativate *pdate

M-+A SIS ; -ustomer Analysis

M-+- SIS ; Material Analysis

M-+ SIS ; Sales .rgani)ation Analysis

M-+ SIS ; S(ipping Point Analysis


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2 TellMe

3 ShowMe

4 LetMe

5 HelpMe


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Date Seletion for ey 9igures

• Seleting t(e orret date (as a signifiant effet on t(e informativevalue of t(e stored information!

• 9or eample if you update t(e sales order #uantity for t(e event HsalesorderH using t(e date on '(i( t(e order 'as entered in t(e system you

obtain information on t(e order reeipt sine t(e urrent date of t(einoming order is ta,en as t(e entry date!

• If you use t(e s(ipping date instead of t(e entry date t(e order #uantityis umulated in anot(er period sine t(e s(ipping date usually lies in t(efuture! +(e update no' ontains information on t(e s(ipping apaity tobe planned in t(e subse#uent periods!

Reports Ans Sales Info Systems

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