Sales Proj

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


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.


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.



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.



3. Select Sales Item Status Analysis.


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.



3. Select Sales Organization Analysis.


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


MATNR Material Group All SPBUP Period/Year current

KUNNR Customer All

2.3.2 Overview of Sales Credit Memo Analysis Measures:


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:


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:


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:


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:


FKIMG Billed Quantity

CM_NETWR_TRG_CURR

Net Value HANA Amount with Currency: Conversion enabled

Dimensions:



VBELN Sales Document

KUNRG Customer

FKDAT Billing Date

FKTYP Billing Category

2.3.5 Overview of Sales Item Status Analysis Measures:


KWMENG Order Quantity

LSMENG Required Delv. Qty

TRGWR Net Value (translation) (translation currency)

NETWR Net Value

Dimensions:


VBELN Sales Document

AUDAT Document Date


POSNR Line Item

LFSTK Delivery Status

FKSAK Billing Status

GBSTK Overall Status

2.3.6 Overview of Sales Organization Analysis Measures:


UMNETWR Sales Revenue

AENETWR Incoming Orders

UMMENGE Billing Qty

AEMENGE Inc. Orders Qty

Dimensions:


SPBUP Period/year


VTWEG Distr. Channel

SPART Division

BZIRK Sales District

KUNNR Customer

MATNR Material

Sales Proj

Documents

Transcript of Sales Proj