SAP SD Overview Training

Sales Information System

Lo cal n eeds, Gl oba l s olution

Report and Sales

Information System

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Reporting and Analysis on the Processes in SD

Contents:
Information sources in Sales and
Distribution
List / worklist

Lists and reports

online lists and online reporting

worklists

document flow

Sales Information System

information structures

standard analyses

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Unit Objectives

At the conclusion of this unit, you will be able to:

Describe the reporting and analysis tools in the

SAP R/3 System

Use list processing

to locate transaction
information and organize tasks

Analyze

SD
information using the tools
available in the Sales
Information System (SIS)

Define the components of information

structures

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Sources of SD Information

Info library

Standard
analyses

Flexible
analyses

ABAP query

SIS
Info structure

Master and
document data

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

SD lists
& reports

Lists and Reports

Online lists

provide data from documents

display documents,
for

for example
,

customer or

with

Backorders

material

specific status

allow you review and change

documents

Delivery list

Billing
due list

Worklists

display work that needs

to be processed

allow you
work units

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Open

quotations

organize tasks into efficient

Example : List of Sales Orders

Sold-to

Sold-to

party C1

party
: C1

Sales order

1241

Sales order

1549

Sales order

1600

Functions:
- Sort

- Other fields

- Find

- Change document

- Sum

- Quantity, value

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Work Lists
Invoice

Order

Billing
worklist

Delivery
worklist

Order

Outbound

Order
6713

Outbound
Outbound
delivery
80001017

Billing doc.
Billing doc.
Billing doc.
90001318

Accounting

Picking
worklist

Post goods
issue worklist
Transfer

Transfer
Transfer
order
218

Material
Material

Material
document
49011239

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Accounting
Accounting
document
100009318

Processing Worklists
Delivery
Delivery list
list
Sales
order

Sales
order

Sales
order

Sales
order

Outbound
delivery

Outbound
delivery

Billing
Billing due
due list
list
Outbound
Outbound
delivery
delivery
Outbound
delivery
Outbound
delivery

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Billing
document

Billing
document

Document Flow
Standard
order

Outbound
Delivery

Accounting
document

Invoice

Document
Standard order 6839
. Outbound delivery 80002832
. . WMS transfer order 482
. . GD goods delivery:
. . Invoice 90005371
. . . Accounting 100001276

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

4900001537

Logistics Information System

LIS
SIS

QMIS

PURCHIS

PMIS

INVCO

TIS

FIS
1988
----------------

SD
QM

MMPUR
PM

WM

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

MMIM
PP

1994
----------------

How Information Structures are Organized

Sxxx
Time unit

398
157

Characteristics

005

Key figures

Week
Sales
Customer
organization

April
April
Mo Tu We Th

11
11
Fr Sa Su

Incoming
orders

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Sales
volume

Number of
order items

Delivery
quantity

...

Standard Analyses
Customer analyses

Drill-down
to view
customer

Additional
information

Sales
Org.

Order value Invoiced

amount

1000

100.000

90.000

Functions
ABC analysis

Material master

Classification

Customer master
Documents

Sales org.: 1000

Customer PO value

Drill-down
to view
period

Smith Inc. 60.000

Brown Inc. 40.000

Sales org.: 1000

Customer: Smith Inc.
Month
PO value
Feb.1998 25.000
Mar.1998 35.000
.
.

Invoiced
amount
20.000
30.000

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Dual classification
Invoiced
amount

Planned/actual
comparison

50.000
40.000

Cumulative
frequency curve
Correlation

Flexible Analyses
Characteristics

Key figures
Pick-up
Pick-up
technique
technique

Customer
Customer
Material
Article
Month
Month

Total
Smith Inc.
Printer 6512
Computer H217
Miller Inc.
Laser printer
Personal computer

No. of order items

No.
No. of
of order
order items
items

Order value

No. of order items

$ 200.000

66

$ 240.000

75

$ 90.000

24

$ 100.000

26

$ 40.000
$ 50.000

18
8

$ 40.000
$ 60.000

16
10

$ 110.000

42

$ 114.000

49

$ 60.000
$ 50.000

2
40

$ 75.000
$ 65.000

4
45

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Order
Order value
value

April 1996

March 1996
Order value

398
398
157
157 005
005

Navigation in Standard Analysis Lists

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Standard Drilldown

Standard drilldown
Material
Customer
Month

Cust.

Customer : Brown

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Drill Down By

Sales Org.
Dist. Ch.
Division
Article
Site
Month

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Switch Drilldown

Sales Org.
Dist. Ch.
Division
Article
Site
Month

Lo cal n eeds, Gl oba l s olution

Nexus System Resources

Summary

You are now able to:

Describe the reporting and analysis tools in the

SAP R/3 System

Use list processing

to
locate transaction
information and organize tasks

Analyze

SD
information using the tools
available in the Sales
Information System (SIS)

Define the components of information

structures

Lo cal n eeds, Gl oba l s olution

Nexus System Resources