reports ans sales info systems
TRANSCRIPT
-
8/18/2019 Reports Ans Sales Info Systems
1/55
India SAP CoE, Slide 1
SD2014: Sales Information
System
-
8/18/2019 Reports Ans Sales Info Systems
2/55
India SAP CoE, Slide 2
Sales Information System
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
-
8/18/2019 Reports Ans Sales Info Systems
3/55
India SAP CoE, Slide 3
Sales Information System
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
-
8/18/2019 Reports Ans Sales Info Systems
4/55
India SAP CoE, Slide 4
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!
-
8/18/2019 Reports Ans Sales Info Systems
5/55
India SAP CoE, Slide 5
*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!
-
8/18/2019 Reports Ans Sales Info Systems
6/55
India SAP CoE, Slide 6
-(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!
-
8/18/2019 Reports Ans Sales Info Systems
7/55
India SAP CoE, Slide 7
Sales Information System
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
-
8/18/2019 Reports Ans Sales Info Systems
8/55
India SAP CoE, Slide 8
./+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!
-
8/18/2019 Reports Ans Sales Info Systems
9/55
India SAP CoE, Slide 9
-(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:
-
8/18/2019 Reports Ans Sales Info Systems
10/55India SAP CoE, Slide 10
/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!
-
8/18/2019 Reports Ans Sales Info Systems
11/55India SAP CoE, Slide 11
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
-
8/18/2019 Reports Ans Sales Info Systems
12/55India SAP CoE, Slide 12
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
-
8/18/2019 Reports Ans Sales Info Systems
13/55India SAP CoE, Slide 13
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
-
8/18/2019 Reports Ans Sales Info Systems
14/55
-
8/18/2019 Reports Ans Sales Info Systems
15/55India SAP CoE, Slide 15
Sales Information System
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
-
8/18/2019 Reports Ans Sales Info Systems
16/55India SAP CoE, Slide 16
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
-
8/18/2019 Reports Ans Sales Info Systems
17/55India SAP CoE, Slide 17
Steps for -reation of /IS ontd!3
Display IMB /ogistis ; Beneral /ogistis Information System
/IS3
SP$.
&o to 'o(i!ti! )
&eneral
Selet 'IS
-
8/18/2019 Reports Ans Sales Info Systems
18/55India SAP CoE, Slide 18
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
-
8/18/2019 Reports Ans Sales Info Systems
19/55India SAP CoE, Slide 19
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
-
8/18/2019 Reports Ans Sales Info Systems
20/55India SAP CoE, Slide 20
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
-
8/18/2019 Reports Ans Sales Info Systems
21/55India SAP CoE, Slide 21
9ield -atalogs ontd!3
$*i! field atalo(ate(or+ i!
C*arateri!ti!
A%%liation i! S"
-ield! in t*e
Catalo(
-
8/18/2019 Reports Ans Sales Info Systems
22/55India SAP CoE, Slide 22
-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+
-
8/18/2019 Reports Ans Sales Info Systems
23/55India SAP CoE, Slide 23
-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
-
8/18/2019 Reports Ans Sales Info Systems
24/55India SAP CoE, Slide 24
-reating a 9ield -atalog ontd!3
Sae
-
8/18/2019 Reports Ans Sales Info Systems
25/55India SAP CoE, Slide 25
Info Strutures
-
8/18/2019 Reports Ans Sales Info Systems
26/55India SAP CoE, Slide 26
-reating Info Strutures
Enter ame Enter $e.t
Selet A%%liation
-
8/18/2019 Reports Ans Sales Info Systems
27/55India SAP CoE, Slide 27
-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
-
8/18/2019 Reports Ans Sales Info Systems
28/55India SAP CoE, Slide 28
-reating Info Strutures ontd!3
$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
-
8/18/2019 Reports Ans Sales Info Systems
29/55
India SAP CoE, Slide 29
-reating Info Strutures ontd!3
:e+ of t*e unit in *i* t*e e+ fi(ure i!
u%dated E.; 'oal Curren+, rder
-
8/18/2019 Reports Ans Sales Info Systems
30/55
India SAP CoE, Slide 30
*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
-
8/18/2019 Reports Ans Sales Info Systems
31/55
India SAP CoE, Slide 31
*pdate Broups
-
8/18/2019 Reports Ans Sales Info Systems
32/55
India SAP CoE, Slide 32
*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!
-
8/18/2019 Reports Ans Sales Info Systems
33/55
India SAP CoE, Slide 33
-reating *pdate $ules
C*oo!e t*e Info Struture
Selet t*e
-
8/18/2019 Reports Ans Sales Info Systems
34/55
India SAP CoE, Slide 34
-reating *pdate $ules ontd!3
Statu! i!
ne
Selet t*e
:e+
-i(ure
Pre!! ?ule! for
:e+ -i(
-
8/18/2019 Reports Ans Sales Info Systems
35/55
India SAP CoE, Slide 35
-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
-
8/18/2019 Reports Ans Sales Info Systems
36/55
India SAP CoE, Slide 36
-reating *pdate $ules ontd!3
$*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!
-
8/18/2019 Reports Ans Sales Info Systems
37/55
India SAP CoE, Slide 37
-reating *pdate $ules ontd!3Selet :e+ -i(ure
Pre!! for definin(
C*arateri!ti
-
8/18/2019 Reports Ans Sales Info Systems
38/55
India SAP CoE, Slide 38
-reating *pdate $ules ontd!3
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!
-
8/18/2019 Reports Ans Sales Info Systems
39/55
India SAP CoE, Slide 39
-reating *pdate $ules ontd!3
Pre!! &enerate
=utton
Statu! *an(e! to
Partl+ AtieD
-
8/18/2019 Reports Ans Sales Info Systems
40/55
India SAP CoE, Slide 40
*pdating -ontrol
Display IMB
/ogistis ;
Beneral
/ogistisInformation
System /IS3
/ogistis Data
=are(ouse
*pdating
*pdating
-ontrol Ativate
*pdate
-
8/18/2019 Reports Ans Sales Info Systems
41/55
India SAP CoE, Slide 41
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
-
8/18/2019 Reports Ans Sales Info Systems
42/55
India SAP CoE, Slide 42
+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!
-
8/18/2019 Reports Ans Sales Info Systems
43/55
India SAP CoE, Slide 43
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
-
8/18/2019 Reports Ans Sales Info Systems
44/55
India SAP CoE, Slide 44
-(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
-
8/18/2019 Reports Ans Sales Info Systems
45/55
India SAP CoE, Slide 45
Display of Info Struture ntries
C*arateri!ti!
:e+ -i(ure!
-
8/18/2019 Reports Ans Sales Info Systems
46/55
India SAP CoE, Slide 46
/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 !
-
8/18/2019 Reports Ans Sales Info Systems
47/55
India SAP CoE, Slide 47
Standard Analysis
$*e!e are t*e
aaila#le !tandardanal+!i! o%tion!
$*e !eletion er!ion! in 'IS
ena#le +ou to !ae t*e data of
a !tandard anal+!i! or to%redefine +our ie of t*e data
Fou an a!!i(n a !eletion
er!ion to a !%eifi u!er
SAP Menu /ogistis Salesand Distribution Sales
Information System Standard
Analysis or Seletion version
-
8/18/2019 Reports Ans Sales Info Systems
48/55
India SAP CoE, Slide 48
M-+A ; -ustomer Analysis
SAP Menu
/ogistis
Sales and Distribution
Sales Information
System
Standard Analysis
M-+A ; -ustomer
Seletion Sreen it*o%tion! of re!tritin(
out%ut data #+ limitin(
material, !ale! or( et
Pre!! E.eute #utton
-
8/18/2019 Reports Ans Sales Info Systems
49/55
India SAP CoE, Slide 49
M-+A ; -ustomer Analysis ontd!3
:e+ -i(ure!
C*arateri!ti
/Cu!tomer
Plae ur!or onan+ !old to %art+
name and Pre!!
"rilldon =utton
Po% u% a%%ear! it* o%tion to
drill don #+ t*e aaila#le
*arateri!ti! Selet one
and li t*e (reen ti mar
-
8/18/2019 Reports Ans Sales Info Systems
50/55
India SAP CoE, Slide 50
M-+A ; -ustomer Analysis ontd!3
ote t*e *an(e in
C*arateri!ti /"i!tri#utionC*annel
ote t*e *an(e in de!ri%tion
+(is drilldo'n proess an be repeated to rea( t(e remaining
(arateristis 'it( mont( being t(e final drilldo'n!
-
8/18/2019 Reports Ans Sales Info Systems
51/55
India SAP CoE, Slide 51
Sales Information System
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
-
8/18/2019 Reports Ans Sales Info Systems
52/55
India SAP CoE, Slide 52
erise
•-reate an info struture to report on t(e net value of sales orders persales organi)ation bro,en do'n furt(er by ustomer and again bymaterial group!
•+(e ,ey figure is net value and (arateristis are sales organi)ation
ustomer and material group!
•-(e, t(e data in t(e infostruture using transation S1n!
•-reate a sales order!
•-(e, if t(e sales doument appears in t(e infostruture usingtransation S1n by giving E000F for "ersion in t(e seletion riteria!
-
8/18/2019 Reports Ans Sales Info Systems
53/55
India SAP CoE, Slide 53
+$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
-
8/18/2019 Reports Ans Sales Info Systems
54/55
India SAP CoE, Slide 54
Sales Information System
1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
-
8/18/2019 Reports Ans Sales Info Systems
55/55
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!