Reports Ans Sales Info Systems

SD2014: Sales Information
System
India SAP CoE, Slide 1
Sales Information System

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Purpose
Management needs Analysis & Planning tools for

various business decisions.
Various reports are needed to be generated by

querying database tables.
Report generation involves large query-time i.e.

larger report generation time.
Instead, we can create user-defined Information

structures according to the needs and utilize
them for analysis.
Use
This report information can be used at
different levels in the decision-making
process as a control and planning
instrument.
This would enable the organization to
recognize market developments and
economic trends early on and to take
appropriate measures.
Challenges
Sieving the necessary information
or data from the huge amounts of
available data that is needed for
analysis is a real challenge
To ensure that the data selected
for analysis is still relevant in the
current market environment.

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OLTP and OLAP
On Line Analytical Processing, or OLAP, is an approach to quickly

providing answers to analytical queries that are dimensional in nature.
OLAP is part of the broader category business intelligence, which also
includes Extract transform load (ETL), relational reporting and data
mining. The typical applications of OLAP are in business reporting for
sales, marketing, management reporting, business process management
(BPM), budgeting and forecasting, financial reporting and similar areas.
Online Transaction Processing (or OLTP) is a class of programs that

facilitate and manage transaction-oriented applications, typically for data
entry and retrieval transaction processing. OLTP also refers to computer
processing in which the computer responds immediately to user
requests. An automatic teller machine for a bank is an example of
transaction processing. Some applications of OLTP include electronic
banking, order processing, employee time clock systems, e-commerce,
and e-Trading.
OLTP vs. OLAP

OLAP (On Line Analytical Processing) is best suited for Analysis &
Planning as compared OLTP (On Line Transaction Processing) system
due to following characteristics:
OLTP
OLAP
Primary operation
Update
Analyze
Level of Analysis
Low
High
Amount of data per

transaction
Very small
Very large
Type of data
Detailed
Summary
Timeliness of data
Current
Current &
Historical
Response time
Quick
Reasonable
Characteristics
Logistics Information System
Logistics Information System (LIS) is an information system where one

can create specific tables that are updated at specific stages and that can
be used to report on values contained in specific fields.
LIS enables an organization to use these information systems for

controlling, monitoring and planning purposes.
LIS can be broken down into each logistics applications individual

information system, such as the sales information system (SIS).
The other logistics applications have their own information systems such
as Inventory Management, Purchasing, Plant Maintenance, etc.
Standard SIS
SAP has standard sales information structures (SIS) that are already
configured in the system.
These information structures can be accessed via the menu path:

Logistics Sales and Distribution Sales information system
Standard Analysis
The reports use Customer, Material, Sales organization, Shipping point,

Sales employee and Sales office as characteristics.
To use a standard report, the report must be activated in customizing, the

statistics group in the customer master (Sales screen) and material
master (Sales Org. 2 screen) must be set and relevant for updating these
structures in the updating control
Organization of Information
Structures
Organization
of Information
Structures
Information structures are special statistical tables which contain basic data
from different applications. This data is constantly collected and updated by
the system.
Information Structures contain three basic types of information:
Characteristics: These are criteria which you specify to collect data on a
certain subject. For example in SD - Sales information is required on Sales
organizations, Plants, Customers, Materials etc.
Key figures: These are performance measures which provide important
business information specific to a characteristic. For example in SD Order
quantity, Delivered quantity, Net value etc.
Period unit: It is also criterion used in Information Structures. We can collect
data for a particular day, week, month or posting period.
Organization of Information
Structures
Organization
of Information
Structures (continued)
Technically, Characteristics, Key figures and
Period act as Key fields for the structure.
We can use SAP defined Information
structures or can create our own customized
Information structures.
The name range allowed for user-defined
Information structures is S500-S999.
Information Structures as
interface for OLAP
SAP R/3 is an OLTP system. Information structures can provide some
operational analysis in R/3 as well as act as interface between R/3 and OLAP
tools like BW for Strategic analysis.
R/3 (OLTP)
Transactional
Data
Information
Structures
Simulta
neous
update
OLAP
Strategic
Database
tables
Analysis

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Steps for Creation of LIS (SIS)
Create a field catalog containing key figures and characteristics (if

necessary)
Create info structure using existing or any newly created field catalogs.
Assign an update group to the info structure and set up update rules for
the key figures and their characteristics
Activate the update for the info structure
Perform statistical setup to bring in old and current document data into
the info structure
Steps for Creation of LIS (contd.)

SPRO
Go to Logistics
General
Select LIS
Display IMG Logistics General Logistics Information System

(LIS)
Data Basis and Updating

Data basis: In this section, you can
use field catalogs and information
structures to aggregate the data
from the operative processes in
accordance with your own
business requirements. In addition,
a variety of tools for both editing
and generating your information
structures is available.
Updating: In this section, you can
configure the settings for both the
updating definition and for
controlling the updating process.
Display IMG Logistics General Logistics Information System (LIS) Logistics Data Warehouse
Data Basis
Display IMG Logistics General Logistics Information System (LIS) Logistics Data Warehouse
Updating
Applications
In LIS settings are made with respect to specific Applications such as Sales and
Purchasing. We can also maintain applications for Cross-application functions.
Display IMG Logistics General Logistics Information System
(LIS) Logistics Data Warehouse Data Basis Applications
Maintain Self-Defined Applications Create or Change or Display
Field Catalogs
A field catalog defines a group of relevant fields from the application. You can
thus use a mixture of fields from any document hierarchies (Sales, Delivery,
Billing, etc)
Display IMG Logistics General Logistics Information System (LIS) Logistics Data
Warehouse
Data Basis Field Catalogs Maintain Self-Defined Field Catalogs Create or Change or Display
Field Catalogs (contd.)

This field catalog
category is
Characteristics.
Application is SD
Fields in the
Catalog
Creating a Field Catalog
Enter Field
Catalog name
Enter Field
Catalog text
Choose Application
as 01 (Sales &
Distribution)
Choose the
catalog category
Creating a Field Catalog (contd.)

Press to add
characteristics
Choose fields from

different Source tables as
required and press Copy
and Close
Creating a Field Catalog (contd.)

Save
Info Structures
New self-defined
information
structures need a
4-character
name, which lies
between S501
and S999.
Display IMG
Logistics General
Logistics Information
System (LIS)
Logistics Data
Warehouse Data
Basis Information
Structures Maintain
Self- Defined
Information
Structures Create or
Change or Display
Creating Info Structures

Enter Name
Select Application
Enter Text
Creating Info Structures (contd.)

Select type of infostructure
Option to copy from

existing infostructure
Select if planning is possible

We can choose fields from
one or more field catalogs
Notice the characteristic field

catalog created by us
Choose fields, then press
copy+close button
Press to add
characteristics
This window will become
active. Double click on any
field that needs to be sorted
to get a new button for sort
function.
Repeat the above procedure for adding key figures by

pressing the key figures button.

Click on Generate Button
Key of the unit in which the key figure is

updated. Ex: Local Currency, Order Unit.
This indicator
specifies whether
or not the key
figure values can
be meaningfully
cumulated.
Set this indicator if you wish to be able to fix
the values of this key figure in the planning
table of Flexible Planning.
Updating
Display IMG Logistics
General Logistics Information
System (LIS) Logistics Data
Warehouse Updating
General Definition Using
Update Groups Maintain
Update Groups
The statistical updating of the

Info Structure depends upon one
or many Business events. In the
application, one update group is
allocated to one specific
business event or group of
business event. The type of
allocation and the determining
organizational elements vary
from application to application.
By defining the update process, you

define the flow of statistical data from
the application to the information
system.
Update Groups
Update Rules
Display IMG
Logistics
General
Logistics
Information
System (LIS)
Logistics Data
Warehouse
Updating
General
Definition Using
Update
Groups
Maintain Update
Groups
When you define updating, you must

define both update rules for the key
figures and update rules for the
characteristics.
Creating Update Rules
Choose the Info Structure

Select the Update group
Creating Update Rules (contd.)

Status is
new
Select the
Key
Figure
Press Rules for

Key Fig.

The event determines which
activity in the operative
application is to trigger the
update of this key figure.
The update type determines how
the data to be updated is linked
to the data that has already been
updated in the Info Structure.
This field displays the unit in which the key

figure is displayed (e.g. local currency, statistics
currency), which was specified during the
definition of the IS

The Source field info is received
automatically from the definition
of the key figure in the field
catalog. We can change the
source field.
When a key figure is updated,

the system determines the
period in which the key figure is
cumulated (see HelpMe).
Follow similar
procedure for other
key figures.

Select Key Figure
Press for defining

Characteristic Updating rules
for selected Key figure
Source table/field appear
from the definition of the IS
but can be overwritten
If you do not want the entire contents of
the source field is to be used in the
update, you can use offset (O) and
length (L) to precisely specify the
section of the source field that you
require.

If the specified source field in the
document is not filled (initial) and if no
update is to be made, you can
activate the initial condition.
If the update for a
characteristic cannot be
directly determined from
one source field, you can
specify a formula.
The document hierarchy
enables you to determine
which information from the
application must be made
available for the update.
Follow similar
procedure for other
key figures.

Press Generate
Button
Status changes to
Partly Active
Updating Control
Display IMG
Logistics
General
Logistics
Information
System (LIS)
Logistics Data
Warehouse
Updating
Updating
Control Activate
Update
Activate Update
Press for Parameters
Select the Info Structure
Determines when
the IS are updated
Defines the time level on which

statistical data is to be cumulated.
Tools
During a setup, the Info

Structure is filled with
consistent & complete data
for archived & current
documents.
Display IMG Logistics General Logistics Information System (LIS)

Logistics Data Warehouse Data Basis Tools Setup of Statistical Data
Application-Specific Setup of Statistical Data
Statistical Setup
Press the execute
button.
Specify the Info
Structure
Temporary version.
Actual Version is 000
Specify a
description
We can terminate the
setup after specific time
lapse or after a specific
number of faulty
documents
Check Info Structure in SE16n

Press the execute
button.
Specify the Info
Structure
Limits the number of

records retrieved
Display of Info Structure Entries

Key Figures
Characteristics
List Types
Initial Lists: The initial list provides an overview of
the characteristic values for the key figures, in
accordance with the selection criteria you make
beforehand
Drilldown Lists: A drilldown list shows a particular
characteristic value, for instance, in detail. There are
several drilldown options, depending upon the
analysis selected. A drilldown can be based on two
criteria: With regard to a characteristic (for example,
material, material group, vendor, period) or with
regard to an existing hierarchy. The maximum
number of drilldowns or lower levels is 6.
Standard Analysis
SAP Menu Logistics Sales
and Distribution Sales
Information System Standard
Analysis or Selection version
These are the

available standard
analysis options
The selection versions in LIS

enable you to save the data of
a standard analysis or to
predefine your view of the data.
You can assign a selection
version to a specific user.
MCTA Customer Analysis

Press Execute button
SAP Menu Logistics Sales and Distribution Sales Information

System Standard Analysis MCTA Customer
Selection Screen with

options of restricting
output data by limiting
material, sales org. etc
MCTA Customer Analysis (contd.)

Place cursor on
any sold to party
name and Press
Drilldown Button
Characteristi
c (Customer)
Key Figures
Pop up appears with option to

drill down by the available
characteristics. Select one
and click the green tick mark
MCTA Customer Analysis (contd.)

Note the change in description
Note the change in

Characteristic (Distribution
Channel)
This drilldown process can be repeated to reach the remaining

characteristics with month being the final drilldown.

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Exercise
Create an info structure to report on the net value of sales orders per
sales organization, broken down further by customer and again by
material group.
The key figure is net value and characteristics are sales organization,
customer and material group.
Check the data in the infostructure using transaction SE16n.
Create a sales order.
Check if the sales document appears in the infostructure using
transaction SE16n by giving 000 for Version in the selection criteria.
TRANSACTION CODES
OMOA
Create Application
OMOB
Change Application
OMOC
Display Application
MC18
Create Field Catalog: Initial Screen
MC19
Change Field Catalog: Initial Screen
MC20
Display Field Catalog: Initial Screen
MC21
Create Info Structure: Initial Screen
MC22
Change Info Structure: Initial Screen
MC23
Display Info Structure: Initial Screen
MC24
Maintain Update Rules: Create
MC25
Maintain Update Rules: Change
MC26
Maintain Update Rules: Display
OMO1
Activate Update
MCTA
SIS Customer Analysis
MCTC
SIS Material Analysis
MCTE
SIS Sales Organization Analysis
MCTK
SIS Shipping Point Analysis

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Date Selection for Key Figures
Selecting the correct date has a significant effect on the informative

value of the stored information.
For example, if you update the sales order quantity for the event "sales
order" using the date on which the order was entered in the system, you
obtain information on the order receipt since the current date of the
incoming order is taken as the entry date.
If you use the shipping date instead of the entry date, the order quantity
is cumulated in another period since the shipping date usually lies in the
future. The update now contains information on the shipping capacity to
be planned in the subsequent periods.

Reports Ans Sales Info Systems

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SD2014: Sales Information

India SAP CoE, Slide 1

Sales Information System

Sales Information System

Management needs Analysis & Planning tools for

Various reports are needed to be generated by

Report generation involves large query-time i.e.

Instead, we can create user-defined Information

India SAP CoE, Slide 4

India SAP CoE, Slide 5

India SAP CoE, Slide 6

Sales Information System

OLTP and OLAP

On Line Analytical Processing, or OLAP, is an approach to quickly

Online Transaction Processing (or OLTP) is a class of programs that

India SAP CoE, Slide 8

OLTP vs. OLAP

Amount of data per

India SAP CoE, Slide 9

Logistics Information System

Logistics Information System (LIS) is an information system where one

LIS enables an organization to use these information systems for

LIS can be broken down into each logistics applications individual

India SAP CoE, Slide 10

These information structures can be accessed via the menu path:

The reports use Customer, Material, Sales organization, Shipping point,

To use a standard report, the report must be activated in customizing, the

India SAP CoE, Slide 11

India SAP CoE, Slide 12

India SAP CoE, Slide 13

India SAP CoE, Slide 14

Sales Information System

Steps for Creation of LIS (SIS)

Create a field catalog containing key figures and characteristics (if

Activate the update for the info structure

India SAP CoE, Slide 16

Steps for Creation of LIS (contd.)

Display IMG Logistics General Logistics Information System

Data Basis and Updating

India SAP CoE, Slide 20

Field Catalogs (contd.)

India SAP CoE, Slide 21

Creating a Field Catalog

India SAP CoE, Slide 22

Creating a Field Catalog (contd.)

Choose fields from

India SAP CoE, Slide 23

Creating a Field Catalog (contd.)

India SAP CoE, Slide 24

India SAP CoE, Slide 25

Creating Info Structures

India SAP CoE, Slide 26

Creating Info Structures (contd.)

Option to copy from

Select if planning is possible

Creating Info Structures (contd.)

Notice the characteristic field

Repeat the above procedure for adding key figures by

Creating Info Structures (contd.)

Key of the unit in which the key figure is

The statistical updating of the

By defining the update process, you

India SAP CoE, Slide 31

India SAP CoE, Slide 32