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Canceling a Billing Document

Figure 113: Canceling a Billing Document

Abillingdocumentmayhavetobecanceled,forexample,ifthepaymentterms

or address of the payer have changed.

Inthiscase, aseparate billing document (cancellation billing document) and a

newaccountingdocumentaregenerated. Thisrevisesallthepostingsmadeasa

resultoftheincorrectbillingdocumentbyrepostingeachpostingitemwiththe

opposite symbol.

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Unit7: ComplaintsProcessing SCM600

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SCM600 Lesson: Invoice Correction Requests

Exercise 12: Complaints Processing

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Process returns and credit memos

Business Example

Acustomerbuysheadlightsfromyou. Aftertheheadlightshavebeendelivered

tothecustomerandhehaspaid, thecustomersendsacomplainttosaythatone

of the headlights does not work. You agree with the customer that he will be

givencreditfortheamounthehasalreadypaid. Thecustomerthenmakesanother

complaint about another headlight. You ask him to send theheadlight back so

that you can check it.

Task 1:

You sell headlights. Create the sales order, outbound delivery and billing

document for this.

1. Createastandardorderforthefollowingcustomerpurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 9-111

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 10

Savetheorderandwritedownthedocumentnumber.

___________________________________

2. Createanoutbounddeliveryfortheprevioussalesorder.

Savetheoutbounddeliveryandrecordthedocumentnumber.

___________________________________

3. Pick thedelivery and post the goods issue.

Createatransferrequestasabasisforgoodsmovementinthewarehouseand

toprintthepickinglist. Enterthetransferorderfortheoutbounddelivery

from the previous task:

Continued on next page

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Unit7: ComplaintsProcessing SCM600

Warehouse number 010

Plant 1000

Process Background

Adoptpick.quantity2(includepick. quantitiesindeliveryandpostGI)

Record the transfer order number.

___________________________________

4. Createthe billing document for the outbound delivery from the previous

task: Savethebillingdocumentandwritedownthedocumentnumber.

___________________________________

Task 2:

Afterthecustomerhasreceivedthematerialsandhaspaid, herealizesthatone

of theheadlightsisdefective. Youdeterminethatthisdamageoccurredduring

transportation. Youagreewiththecustomer thathecankeeptheheadlight and

willbecreditedwiththeamountpaid. Youcarryoutcreditmemoprocessing.

1. Create a credit memo request (order type CR) with reference to the

standardorderyoucreatedinthefirstexerciseofthisunitforaheadlight.

Hint: Youenteracreditmemorequestwiththesametransactionas

asalesorder. ChooseCreatewithReferencetoOrder. Thenchoose

Selectionlist,changethequantityto1,andchooseCopy.

2. OntheSalestabpage,enterDamagedintransitastheorderreason.

3. Savethecreditmemorequestandrecordthedocumentnumber.

___________________________________

Task 3:

Thecreditmemorequestischeckedandapprovedbythepersonresponsible.

1. Releasethecreditmemorequestforbillingbyremovingthebillingblock.

Hint: Changethecreditmemorequestandremovethebillingblock

ontheSalesorItemoverviewtabpagebyselectingtheblankentry

(last row) from the F4 input help.

Continued on next page

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SCM600 Lesson: Invoice Correction Requests

Task 4:

Oncethecredit memo request hasbeenreleased, it can bebilledand thecredit

memo can be created.

1. Createthecreditmemoforthecreditmemorequest.

Hint: To create credit memos, use the same transaction as for

creating billing documents.

2. Savethecreditmemoandrecordthedocumentnumber.

___________________________________

Task 5:

The customer later makes a further complaint saying that another headlight

is defective. This time, you want the customer to return the headlight so that

the damage can be inspected. You agree with the customer that he sends the

headlight back and that he will be credited with the amount paid. Carry out

returns processing.

1. Createareturn(ordertypeRE)withreferencetothestandardorderyou

createdinthefirstexerciseofthisunitforaheadlight.

Hint: Youenterreturnswiththesametransactionasasalesorder.

ChooseCreatewithReferencetoOrder. ThenchooseSelectionlist

and change the quantity to 1 unit.

2. OntheSalestabpage,enterReturnsastheorderreason.

3. Savethereturnsandrecordthedocumentnumber.

___________________________________

Task 6:

Thedefectiveheadlighthasarrived. Processthedeliveryandthegoodsreceipt.

1. Createthereturnsdeliverydocumentfortheheadlight.

Hint: Tocreateareturnsdeliverydocument, chooseLogistics→

SalesandDistribution→ShippingandTransportation→Outbound

Delivery→Create→SingleDocument→WithReferencetoSales

Order. Use shipping point Z0##.

Continued on next page

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Unit7: ComplaintsProcessing SCM600

2. Postthegoodsreceiptandmakeanoteofthenumberofthereturnsdelivery

document.

____________________________

Hint: ThegoodsreceiptispostedintheCreate/ChangeDelivery

transaction. Choose Post GoodsReceipt.

3. Checkthestockoverviewfortheheadlightinplant1000toensurethatthe

oneiteminquestionislocatedinaseparatestockforreturns.

Hint: Inventorymanagementiscarriedoutinmaterialsmanagement.

UsethetransactionLogistics→MaterialsManagement→Inventory

Management→Environment→Stock→StockOverview. Choose

plant 1000.

Task 7:

Thereturnsarecheckedandapprovedbythepersonresponsible.

1. Releasethereturnsforbillingbyremovingthebillingblock.

Hint: ChangethereturnsandremovethebillingblockontheSales

or Itemoverview tab pagebyselectingthelast entry(emptyrow)

from the F4 input help.

Task 8:

Oncethereturnshavebeenreleased,theycanbebilledandthecreditmemofor

returns can be created.

1. Createthecreditmemoforreturnsforthereturnedgoods.

Hint: To create credit memos, use the same transaction as for

creating billing documents.

2. Savethecreditmemoforreturnsandrecordthedocumentnumber.

___________________________________

Task 9:

Questionsaboutreturnsandcreditmemoprocessing

1. Canyoucreateadeliverydocumentforacreditmemorequest?

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SCM600 Lesson: Invoice Correction Requests

___________________________________________________________

2. Do you haveto createa credit memo request or areturns document with

referenceto asalesorder or billing document?

___________________________________________________________

3. Why would you create a credit memo request or returns document with

reference to a sales order?

___________________________________________________________

4. Which document would you create if the billing document contains a

different quantity or price?

___________________________________________________________

5. Cananinvoicecorrectionrequestalsobecreatedwithreferencetoasales

order?

___________________________________________________________

6. Whydoyouhavetoenteranorderreasonforreturnsorcredit/debitmemo

requests?

___________________________________________________________

7. Beforeacreditmemocanbecreatedasaresultofbilling,anapprovalstep

maybenecessaryforthecreditmemorequest. Whatfieldisusedhere?

___________________________________________________________

8. After you have created a billing document, you notice that the terms of

paymentareincorrect. Whatstepsdoyouneedtotaketocorrectthiserror?

___________________________________________________________

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Unit7: ComplaintsProcessing SCM600

Solution 12: Complaints Processing

Task 1:

You sell headlights. Create the sales order, outbound delivery and billing

document for this.

1. Createastandardorderforthefollowingcustomerpurchaseorder.

Purchase order

Customer: T-S50A##

Purchaseordernumber: 9-111

Requesteddeliverydate: in 10 days

Material Quantity

T-AS1## 10

Savetheorderandwritedownthedocumentnumber.

___________________________________

a) Logistics→SalesandDistribution→Sales→Order→Create

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

2. Createanoutbounddeliveryfortheprevioussalesorder.

Savetheoutbounddeliveryandrecordthedocumentnumber.

___________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→WithReference

to Sales Order

To be able to enter the outbound delivery at an earlier date, set the

selectiondate20daysintothefuture. UseshippingpointZ0##.

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

3. Pick the delivery and post thegoods issue.

Createatransferrequestasabasisforgoodsmovementinthewarehouseand

toprintthepickinglist. Enterthetransferorderfortheoutbounddelivery

from the previous task:

Continued on next page

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SCM600 Lesson: Invoice Correction Requests

Warehouse number 010

Plant 1000

Process Background

Adoptpick.quantity2(includepick. quantitiesindeliveryandpostGI)

Record the transfer order number.

___________________________________

a) Logistics→SalesandDistribution→ShippingandTransportation→

Picking→CreateTransferOrder→SingleDocument

Thedocumentnumberisassignedinternallybythesystem.

4. Createthe billing document for the outbound delivery from the previous

task: Savethebillingdocumentandwritedownthedocumentnumber.

___________________________________

a) Logistics→SalesandDistribution→Billing→Billing Document

→ Create

Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

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Unit7: ComplaintsProcessing SCM600

Task 2:

Afterthecustomerhasreceivedthematerialsandhaspaid, herealizesthatone

of theheadlightsisdefective. Youdeterminethatthisdamageoccurredduring

transportation. Youagreewiththecustomer thathecankeeptheheadlight and

willbecreditedwiththeamountpaid. Youcarryoutcreditmemoprocessing.

1. Create a credit memo request (order type CR) with reference to the

standardorderyoucreatedinthefirstexerciseofthisunitforaheadlight.

Hint: Youenteracreditmemorequestwiththesametransactionas

asalesorder. ChooseCreatewithReferencetoOrder. Thenchoose

Selectionlist,changethequantityto1,andchooseCopy.

a) Logistics→SalesandDistribution→Sales→Order→Create

Order type Credit memo request.

Choose Create with Reference.

ChoosetheOrdertabpageandentertheordernumber.

Choose Item Selection.

Change the open quantity to 1 unit.

Choose Copy.

2. OntheSalestabpage,enterDamagedintransitastheorderreason.

a) ChoosetheSalestabpageandenterDamaged in transitinthe

Order reason field.

3. Savethecreditmemorequestandrecordthedocumentnumber.

___________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Continued on next page

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SCM600 Lesson: Invoice Correction Requests

Task 3:

Thecreditmemorequestischeckedandapprovedbythepersonresponsible.

1. Releasethecreditmemorequestforbillingbyremovingthebillingblock.

Hint: Changethecreditmemorequestandremovethebillingblock

ontheSalesorItemoverviewtabpagebyselectingtheblankentry

(last row) from the F4 input help.

a) Logistics→SalesandDistribution→Sales→Order→Change

ChoosetheSalesorItemoverviewtabpageandselectthelastentry

(blank)fromtheF4inputhelpfortheBillingblockfield.

Task 4:

Oncethecredit memo request hasbeenreleased, it can bebilledand thecredit

memo can be created.

1. Createthecreditmemoforthecreditmemorequest.

Hint: To create credit memos, use the same transaction as for

creating billing documents.

a) Logistics→SalesandDistribution→Billing→Billing Document

→ Create

2. Savethecreditmemoandrecordthedocumentnumber.

___________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Continued on next page

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Unit7: ComplaintsProcessing SCM600

Task 5:

The customer later makes a further complaint saying that another headlight

is defective. This time, you want the customer to return the headlight so that

the damage can be inspected. You agree with the customer that he sends the

headlight back and that he will be credited with the amount paid. Carry out

returns processing.

1. Createareturn(ordertypeRE)withreferencetothestandardorderyou

createdinthefirstexerciseofthisunitforaheadlight.

Hint: Youenterreturnswiththesametransactionasasalesorder.

ChooseCreatewithReferencetoOrder. ThenchooseSelectionlist

and change the quantity to 1 unit.

a) Logistics→SalesandDistribution→Sales→Order→Create

Order type Returns

Choose Create with Reference.

ChoosetheOrdertabpageandentertheordernumber.

Choose Item Selection.

Change the open quantity to 1 unit.

Choose Copy.

2. OntheSalestabpage,enterReturnsastheorderreason.

a) ChoosetheSalestab page andenterReturns intheOrderreason

field.

3. Savethereturnsandrecordthedocumentnumber.

___________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Continued on next page

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SCM600 Lesson: Invoice Correction Requests

Task 6:

Thedefectiveheadlighthasarrived. Processthedeliveryandthegoodsreceipt.

1. Createthereturnsdeliverydocumentfortheheadlight.

Hint: Tocreateareturnsdeliverydocument, chooseLogistics→

SalesandDistribution→ShippingandTransportation→Outbound

Delivery→Create→SingleDocument→WithReferencetoSales

Order. Use shipping point Z0##.

a) Logistics→SalesandDistribution→ShippingandTransportation→

OutboundDelivery→Create→SingleDocument→WithReference

to Sales Order

IntheOrderfield,entertheNumberofreturns.

2. Postthegoodsreceiptandmakeanoteofthenumberofthereturnsdelivery

document.

____________________________

Hint: ThegoodsreceiptispostedintheCreate/ChangeDelivery

transaction. ChoosePost GoodsReceipt.

a) Choose Post Goods Receipt.

Thedocumentnumberisassignedinternallybythesystem.

3. Checkthestockoverviewfortheheadlightinplant1000toensurethatthe

oneiteminquestionislocatedinaseparatestockforreturns.

Hint: Inventorymanagementiscarriedoutinmaterialsmanagement.

UsethetransactionLogistics→MaterialsManagement→Inventory

Management→Environment→Stock→StockOverview. Choose

plant 1000.

a) Logistics → Materials Management → Inventory Management →

Environment → Stock →StockOverview

Chooseplant1000. 1unitislocatedinthereturnsstock.

Continued on next page

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Unit7: ComplaintsProcessing SCM600

Task 7:

Thereturnsarecheckedandapprovedbythepersonresponsible.

1. Releasethereturnsforbillingbyremovingthebillingblock.

Hint: ChangethereturnsandremovethebillingblockontheSales

or Itemoverview tab pagebyselectingthelast entry(emptyrow)

from the F4 input help.

a) Logistics→SalesandDistribution→Sales→Order→Change

ChoosetheSalesorItemoverviewtabpageandselectthelastentry

(blank)fromtheF4inputhelpfortheBillingblockfield.

Task 8:

Oncethereturnshavebeenreleased,theycanbebilledandthecreditmemofor

returns can be created.

1. Createthecreditmemoforreturnsforthereturnedgoods.

Hint: To create credit memos, use the same transaction as for

creating billing documents.

a) Logistics →Salesand Distribution → Billing →Billing Document

→ Create

2. Savethecreditmemoforreturnsandrecordthedocumentnumber.

___________________________________

a) Choose Save.

Thedocumentnumberisassignedinternallybythesystem.

Task 9:

Questionsaboutreturnsandcreditmemoprocessing

1. Canyoucreateadeliverydocumentforacreditmemorequest?

___________________________________________________________

a) No. In credit memo processing, no deliveries or goods movements

occur.

2. Do you haveto create a credit memo request or a returnsdocument with

referenceto asalesorder or billing document?

Continued on next page

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SCM600 Lesson: Invoice Correction Requests

___________________________________________________________

a) No. Acreditmemorequest or returnsdocument canalsobecreated

without referenceto another document.

3. Why would you create a credit memo request or returns document with

reference to a sales order?

___________________________________________________________

a) When you create a credit memo request or returns document with

reference to a sales order, the system receives all the required data

(customer data, material data, quantity, andprice) fromthe original

document.

4. Which document would you create if the billing document contains a

different quantity or price?

___________________________________________________________

a) Aninvoicecorrectionrequestisusedforcorrectingquantitiesorother

values in billing documents.

5. Cananinvoicecorrectionrequestalsobecreatedwithreferencetoasales

order?

___________________________________________________________

a) No. Aninvoicecorrectionrequestisalwayscreatedwithreferencetoa

billing document.

6. Whydoyouhavetoenteranorderreasonforreturnsorcredit/debitmemo

requests?

___________________________________________________________

a) Theorderreasonisenteredsothatthatcausesofcomplaintscanlater

be evaluated.

7. Beforeacreditmemocanbecreatedasaresultofbilling,anapprovalstep

maybenecessaryforthecreditmemorequest. Whatfieldisusedhere?

___________________________________________________________

a) TheBillingBlockfield. Thecreditmemorequestissubjecttoabilling

block,whichpreventsimmediateorautomaticbilling. Oncethecredit

memo request hasbeenapproved, thebilling block can beremoved

and the document billed.

This step can be avoided, however, by making the appropriate

Customizingsettingforthe“creditmemorequest”documenttypeso

thatthesystemdeactivatesthebillingblockoption.

Continued on next page

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Unit7: ComplaintsProcessing SCM600

8. After you have created a billing document, you notice that the terms of

paymentareincorrect. Whatstepsdoyouneedtotaketocorrectthiserror?

___________________________________________________________

a) Youcancelthebillingdocument,correctthetermsofpaymentinthe

salesorder, and carry out billing again.

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SCM600 Lesson: Invoice Correction Requests

Lesson Summary

You should now be able to:

• Useaninvoicecorrectionrequestandexplaintheprocessindetail

• Cancel a billing document

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UnitSummary SCM600

Unit Summary

You should now be able to:

• Process a complaint with reference to a previous sales and distribution

process

• Carryoutandexplainindetailcreditmemoprocessing

• Carryoutandexplainindetailreturnsprocessing

• Useaninvoicecorrectionrequestandexplaintheprocessindetail

• Cancel a billing document

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Unit 8

Analyses for Sales and Distribution

Processes

Unit Overview

This unit looks at the different options available for analyzing sales and

distribution data.

Unit Objectives

After completing thisunit, you will beableto:

• Uselistprocessingtolocateandevaluateinformation

• AnalyzeSDinformationusingthetoolsavailableintheSalesInformation

System (SIS)

• Definethecomponentsofinformation structures

• DescribehowSAPBusinessInformationWarehouseworks

Unit Contents

Lesson: Lists and Reports.....................................................316

Exercise 13: Lists and Reports...........................................323

Lesson: Sales Information System...........................................332

Exercise 14: Sales Information System .................................339

Lesson: Business Information Warehouse..................................348

Exercise 15: Business Information Warehouse ........................353

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Lesson: Lists and Reports

Lesson Overview

This lesson explains list evaluation options.

Lesson Objectives

After completingthislesson, you will beable to:

• Uselistprocessingtolocateandevaluateinformation

Business Example

• IDES,Inc. reviewsallareasofitsbusinesstoidentifyopportunitiestoreduce

costs and improve efficiency.

• Inordertoensureefficientsalesorderprocessing,openoperationsmustbe

identifiedquicklyanddetailedinformationfromdocumentshastobelisted

specifically.

Lists and Reports

Figure 114: SourcesofSales and Distribution Information

TheSalesInformationSystem(SIS)belongstoSalesandDistribution. WithSIS,

youcan compressdatafromsales documentstoobtaininformationwhich will

helpyoumakestrategicbusinessdecisions. SIScontainsstandardanalysesaswell

asflexibleanalysestohelpyouevaluatestatisticaldata.

SAP provides list functions to create worklists in sales, delivery, picking, and

billing.

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SCM600 Lesson: Lists and Reports

TheLogisticsInformationLibraryallowsyoutointegratestandardandflexible

analyses as well as your own reports. You can structure and enhance the

information library as you require.

In casethestandard reportsdo not fulfill your requirements, youcan use SAP

queriestoextractinformationfromthedatabaseintoareport.

Figure 115: Lists and Reports

Thesystemprovidesliststosupporttheentiresalesordermanagementcycle.

Lists fall into two categories.

• Online lists:

Onlinelistsdisplay,forexample,sales,delivery,orbillingdocumentsfora

customer, amaterial, or acombination of both.

Otheronlinelistsdisplaydocumentswithastatusthatrequiresprocessing.

• Worklists:

(forinstance,alldocumentsthatareblockedfordelivery)

Worklistsallowyoutoselectcertain tasksinsalesanddistributionandto

process them afterwards. You select the tasks according to your area of

responsibilityandtovariousselectioncriteria(suchasdate,organizational

element, or customer).

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Figure 116: Example: List of Sales Orders

Enter the information you want to use to restrict the options, on the selection

screen. Thesystemthendisplaysalistoftherelevantdocuments.

You can edit the list further by:

• Using filter, sort, and sum up functions

• Addingor deletingadditionalfields(columns)

From the list, you can also:

• Displayorchangeasalesorderandreturntothelist

• Display statusinformation (overall status, delivery status, and so on) for

each document

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SCM600 Lesson: Lists and Reports

Figure 117: Example: Documents with a Specific Status

You can display document lists using the date and some additional selection

criteria. For example, you can:

• Displaylistsoftheinquiriesor quotationswhicharetobeprocessedbya

specified point in time

• Displaylistsofallsalesordersthatstillhavetobedelivered

• Display listsof theincompletesalesanddistributiondocumentsinwhich

importantinformationforthesubsequentprocessstepsismissing

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Figure 118: Processing Worklists

Thesystemprovidestoolsthatyoucanusetoprocessdifferentworklists.

In the first step, you use specific criteria (for instance, date, responsible

organizational unit, and so on) to select from all documents that need to be

processed. Bydoingthis, youcanorganizetheorganizetheworktomeet your

business requirements.

In the second step, the system processes this worklist. Tasks from various

referencedocuments can begrouped together appropriately and multiple tasks

fromapreviousdocumentcanbesplitintoseveraldocuments.

TheDeliveryDueListandBillingDueListarejusttwoexamplesofworklists.

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SCM600 Lesson: Lists and Reports

Figure 119: Document Flow

Documentflowisanotheronlinelistfunction. Itdisplaysthehistoryofsuccessive

documents.

Documentflowtrackstheprogressofasalesorderinordertorespondtocustomer

inquiries. Itshowsalldocumentsassociatedwiththesalesorder.

Youcanselectadocumenttodisplayitandthenreturntothedocumentflow.

Youcanalsodisplaythestatusoftheentiredocumentandofeachlineitem.

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SCM600 Lesson: Lists and Reports

Exercise 13: Lists and Reports

Exercise Objectives

After completingthisexercise, youwillbeableto:

• UseSDanalysistoolsandadjustthemtoyourrequirements

• Useliststoorganizeinformationoncurrentbusinessprocesses

Business Example

IDES,Inc. must ensurethat all phasesofsalesorder managementareefficient

andeffective. Todothis,theyrequireinstantaccesstolistsandonlinereporting

forcustomerservice, shipping, andinvoiceprocessingactivities. Theyalsouse

liststofindimportantinformation if, forexample, theydonot knowtheactual

document number.

Eachdepartmenthasspecificliststheyuse; examplesincludepreparinglistsof

salesordersreadyfordeliverycreation,listsofdeliveriesreadyforpickingand

shipping,listsofshippedoutbounddeliveriesreadyforbilling,andlistsofblocked

documents requiring special attention.

IDES, Inc. must also answer customer questions regarding quotations, sales

orders, outbound deliveriesand billingdocuments.

Task 1:

The sales and distribution departments require reporting and analysis for the

currentSDprocessesonamonthlybasisatdocumentlevel.

1. CheckwhetherthereareanyopenordersforthematerialT-AS3##forthe

currentandthepastmonth. Useasuitablelisttodothis.

Hint: Use the menu path:

Logistics→SalesandDistribution→Sales→InformationSystem

→ Orders → List of Sales Orders

Choose Open sales orders.

2. DisplayalistofalltheordersthathavebeencreatedformaterialT-AS1##

in the course of this month.

3. Branch to an order and enter the employee Melanie Mayer (personnel

number1701)asasalesrepresentative. Returntothelist.

Hint: Youcanbranchtoanorderbydouble-clickingontheentry.

Continued on next page

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

4. Choose the display variantOrder item.

Hint: ChooseSettings→Layouts→Choose.

Task 2:

Process the list you executed in the last step according to your management’s

requirements.

1. Sortthelistinascendingorderbasedonsold-topartynumbers.

Hint: SelecttheSold-topartycolumnandchooseSortinascending

order.

2. Restrict the list to standard orders.

Hint: SelecttheSalesDocumentTypecolumnandchooseSetfilter.

Restrict the list tosalesdocument toOR.

3. Determinethenetvaluethathasbeenobtainedforthismaterialinthegiven

period of time.

Hint: SelecttheNetvaluecolumnandchooseAddupvalues.

4. Movethedocumentnumbercolumntotheleftendofthelistanddeletethe

purchasing order column from the list.

Hint: ChooseCurrent(or→Settings→Layouts→Current). Select

theSDdocumententryandchooseSelectedrow(s)uponeposition.

Alternatively,youcanmovetheitemsbyusingdraganddrop.

5. Includetheinformationonorder quantity, plant and shipping point at the

end of the list.

Hint: Choose Current. Select the last line. Select the relevant

entriesintherighttable,chooseShowselectedfieldsthenCopy.

6. Display subtotals for each sold-to party.

Hint: MarktheSold-topartycolumnandchooseSubtotal.

Continued on next page

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SCM600 Lesson: Lists and Reports

7. Optimize the column width.

Hint: Choose→Settings→Columns→Optimizewidth.

8. Saveyourprocessedlistasauser-specificdisplayvariantwiththename:

LayoutSCM600-##andthedescriptionOrderlist##.

Hint: Choose→Settings→Layout→Save.

9. Set your layout as the initial variant.

Hint: Choose→Settings→Layouts→Administration. Selectyour

variantandchooseSetinitialvariantandthenSave.

10. Returntothelistoforders. Sendthelisttoanothercourseparticipant,anda

copy toyourselfalso, and addashortnotetoit.

Hint: Choose→ List →Save→Office.

Asrecipient, enterthedesiredcourseparticipant’snameandyour

name.

11. CallupthelistusingyourvariantandmaterialT-AS2##.

Continued on next page

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Task 3:

Questions on lists and reports

1. List examples of typesof standard reports.

2. When you process and display lists, what are some of the key features

available when editing?

3. Nametwotypesofworklistsyougeneratedinthiscourse.

4. What is a display variant?

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SCM600 Lesson: Lists and Reports

Solution 13: Lists and Reports

Task 1:

The sales and distribution departments require reporting and analysis for the

currentSDprocessesonamonthlybasisatdocumentlevel.

1. CheckwhetherthereareanyopenordersforthematerialT-AS3##forthe

currentandthepastmonth. Useasuitablelisttodothis.

Hint: Use the menu path:

Logistics→SalesandDistribution→Sales→InformationSystem

→ Orders → List of Sales Orders

Choose Open sales orders.

a) Logistics→SalesandDistribution→Sales→InformationSystem→

Orders → List of Sales Orders

Choose Open sales orders.

2. DisplayalistofalltheordersthathavebeencreatedformaterialT-AS1##

in the course of this month.

a) Enter material number T-AS1##.

3. Branch to an order and enter the employee Melanie Mayer (personnel

number1701)asasalesrepresentative. Returntothelist.

Hint: Youcanbranchtoanorderbydouble-clickingontheentry.

a) Double-click the order.

Choose Display doc. header details.

Choose the Partners tab page.

Partner function: Sales employee

Personnel number: 1701

4. Choose the display variant Order item.

Hint: ChooseSettings →Layouts→Choose.

a) Settings → Layouts → Choose

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Task 2:

Process the list you executed in the last step according to your management’s

requirements.

1. Sortthelistinascendingorderbasedonsold-topartynumbers.

Hint: SelecttheSold-topartycolumnandchooseSortinascending

order.

a) Select the Sold-to party column.

Choose Sort in ascending order.

2. Restrict the list to standard orders.

Hint: SelecttheSalesDocumentTypecolumnandchooseSetfilter.

Restrict the list tosalesdocument toOR.

a) Select the SalesDocument Typecolumn.

ChooseSetfilter. EnterthesalesdocumenttypeOR.

3. Determinethenetvaluethathasbeenobtainedforthismaterialinthegiven

period of time.

Hint: SelecttheNetvaluecolumnandchooseAddupvalues.

a) Select the Net value column.

Choose Add up values.

4. Movethedocumentnumbercolumntotheleftendofthelistanddeletethe

purchasing order column from the list.

Hint: ChooseCurrent(or→Settings→Layouts→Current). Select

theSDdocumententryandchooseSelectedrow(s)uponeposition.

Alternatively,youcanmovetheitemsbyusingdraganddrop.

a) Choose Current.

Select theSales Document Type entry.

ChooseSelectedrow(s)uponepositionseveraltimes.

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SCM600 Lesson: Lists and Reports

5. Includetheinformationonorder quantity, plantand shippingpoint at the

end of the list.

Hint: Choose Current. Select the last line. Select the relevant

entriesintherighttable,chooseShowselectedfieldsthenCopy.

a) Choose Current.

Select the last line.

Selecttherelevantentriesinthetableontheright-handside.

SelectShowselectedfields andthen Copy.

6. Display subtotals for each sold-to party.

Hint: MarktheSold-topartycolumnandchooseSubtotal.

a) Select the Sold-to party column.

Choose Subtotal.

7. Optimize the column width.

Hint: Choose→Settings→Columns→Optimizewidth.

a) →Settings →Columns→Optimizewidth.

8. Saveyourprocessedlistasauser-specificdisplayvariantwiththename:

LayoutSCM600-##andthedescriptionOrderlist##.

Hint: Choose→Settings→Layout→Save.

a) Choose → Settings → Layouts.

Select the User-specific field.

→ Save.

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

9. Set your layout as the initial variant.

Hint: Choose→Settings→Layouts→Administration. Selectyour

variantandchooseSetinitialvariantandthenSave.

a) ChooseSettings→Layouts→Administration.

Select your layout.

Choose Default setting.

10. Returntothelistoforders. Sendthelisttoanothercourseparticipant,anda

copy toyourselfalso, andadd ashort noteto it.

Hint: Choose→List→ Save →Office.

Asrecipient,enterthedesiredcourseparticipant’snameandyour

name.

a) Choose List → Save → Office.

11. CallupthelistusingyourvariantandmaterialT-AS2##.

a) Logistics→SalesandDistribution→Sales→InformationSystem→

Orders → List of Sales Orders.

Thelistiscalledwith your displayvariant.

Task 3:

Questions on lists and reports

1. List examples of typesof standard reports.

Answer: Listoforders,quotations,inquiries, outbounddeliveries, billing

documents,listofincompletedocuments,listofblockeddocuments,andso

on.

2. When you process and display lists, what are some of the key features

available when editing?

Answer: Youcanfilter(restrict),sort,totalandsubtotaldata. Youcanalso

add and delete fields on a list.

3. Nametwotypesofworklistsyougeneratedinthiscourse.

Answer: Delivery DueListandBillingDueList

4. What is a display variant?

Answer: Avariantisavariationofareportthatiseitherdeliveredwiththe

R/3Systemorthatyoucreatedandsaved. Eachvariantcontainsdifferent

fieldsthatarepopulatedwithdataeverytimeyoucallupthereport.

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SCM600 Lesson: Lists and Reports

Lesson Summary

You should now be able to:

• Uselistprocessingtolocateandevaluateinformation

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Lesson: Sales Information System

Lesson Overview

This lesson explains how to carry out strategic analyses using the Sales

Information System.

Lesson Objectives

After completingthislesson, you will beable to:

• AnalyzeSDinformationusingthetoolsavailableintheSalesInformation

System (SIS)

• Definethecomponentsofinformationstructures

Business Example

• ThesalesordermanagementteammustrespondtoIDES,Inc. management

requestsforreportsonkeyperformancefiguresandtransactions.

Sales Information System

Figure 120: Information Sources in the System

Thesystemallowsyoutoanalyzedatafromdifferentcorporateperspectives.

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SCM600 Lesson: Sales Information System

Decision makers can carry out multi-level analyses on data specific to one

application or a variety of applications.

TheLogisticsInformationSystem(LIS)isusedtoreviewandanalyzekeyfigures

throughout theentireLogisticsareain the system.

Figure 121: Logistics Information System

In the area of LIS, a series of application-specific information systems are

availablewhichhaveastandardizedinterfaceandsimilarbasicfunctionality.

ThefollowinginformationsystemsareavailableinLogistics:

• SIS Sales Information System

• PURCHIS Purchasing Information System

• INVCO Inventory Controlling

• TIS Transportation Information System

• SFIS Shop Floor Information System

• QMIS QualityManagement InformationSystem

• PMISPlant MaintenanceInformation System

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Figure 122: Data Warehouse Concepts

WhenyouusethetransactionsintheLogisticsapplications,LIS-relevantdatais

updated. YoucanalsoupdatedatafromothersystemsinLIS.

LIS aggregates and stores this data in the data warehouse. The data can be

aggregated with regard to quality or quantity:

• Quantitativereductionbyaggregationatperiodlevel

• Qualitativereductionbytheselectionofkeyfigures

Toanalyzetheaggregatedata,youcanusetheSIStools. Aggregationimproves

responsetimesandthequalityof theresultingreports.

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SCM600 Lesson: Sales Information System

Figure 123: Composition of Information Structures

The Sales Information System is based on information structures. These are

special statistical tables that contain data from processes carried out by the

differentapplications. Thisdataisconstantlycollectedandupdatedbythesystem.

Informationstructurescomprisethreebasictypesofinformation:

• Characteristics are criteria that you specify to collect data on a certain

subject.

InSD,yougenerallyrequire salesinformation about salesorganizations,

sales offices, customers, and materials.

• Aperiod unitisalso acriterion used in information structures. You can

updatedataforaparticularperiod(aday,week,month,orapostingperiod,

for example).

• Keyfiguresaremetricsforservicesrendered. Theyprovidekeycorporate

information regarding a particular characteristic. In SD, for example,

incomingorders,sales,andreturnsareofkeyimportance.

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Figure 124: Information Structures in SD

ThestandardsystemcontainsavarietyofinformationstructuresforSD(S001to

S006, forexample). Youcanusethestandardanalysestoevaluatedatawithout

havingto makeadditionalsettingsin Customizing.

Thestandardsystemalsocontainsinformationstructuresforinternaluse. These

includeinformation structures for creditmanagement, rebate processing, sales

support, or contract processing.

YoucanalsocreateyourowninformationstructuresinCustomizinginthename

range S501 to S999.

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SCM600 Lesson: Sales Information System

Figure 125: Standard Analyses

Standardanalysesofferawiderangeoffunctionsforcreatingcomplexdatabase

presentations and analyses in the LIS.

Theanalysisisbasedontheinformationstructures. First,selecttherequireddata

scopedependingonthecharacteristicsandperiodof theinformation structure.

Thisdataisfirst displayedinabasiclist, whichcanbedrilled down todisplay

differentcharacteristics. All analysescanbearchived.

Youcanalsocallupstandardtransactionsfromthecurrentevaluationtodisplay,

for example, master dataor documentinformation.

Avarietyoftoolsareavailablethatallowyoutoanalyzetheselecteddatafurther

andpresentyour results. Theseinclude, for example, cumulativecurves, ABC

analyses, time series, correlations, top-n evaluations, and other comparison

options.

You can then display this data graphically.

The evaluation results can also be:

• Printed

• Downloaded as a file to your local PC

• Downloaded to a spreadsheet program

• Senttooneormoreemployeesviayoursystem’sofficecomponent

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Figure 126: Flexible Analyses

FlexibleanalysesinLIS allowyoutodeterminewhichdatainwhichformatis

combined to create an individual report.

Todoso,usethemenutodefinetheformatandcontentofyourrequiredlist. At

thetouchofabutton,theprogramisgeneratedinthebackground. Theresulting

listoffersavarietyofoptionsforinteractiveonlineprocessing.

This procedure offers additional functions:

• Youcancombinecharacteristicsandkeyfiguresfromdifferentinformation

structures in one list.

• You can generate new key figures that can be calculated according to

separateformulasonthebasisoftheexistingkeyfigures.

• Youcanchoosebetweendifferentlayoutvariants.

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SCM600 Lesson: Sales Information System

Exercise 14: Sales Information System

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Carryoutcross-documentanalysisofsalesanddistributionprocesses

• Carry out periodic evaluations using the tools of the Sales Information

System

• Use the tools for standard analyses

Business Example

The management of IDES, Inc. requests analysis reports to analyze buying

patterns,andtoreviewtheamountofbusinesswitheachcustomer. Onthisbasis,

theproductionrequirementscanbeplanned. Theprojectteamhasrequestedthe

abilitytorespondaccuratelyandquicklytotheserequirements.

IDES,Inc. reviewstheoverallperformanceoftheSDdepartmentbyanalyzing

thesalespatternswithineachsalesorganization. IDES,Inc. isprimarilyinterested

inviewingthetotalvalueofincomingordersandthesalesordersbycustomer.

Forplanningandbudgeting,IDES,Inc. analyzesthevalueofsalesbydivisions

andthevalue of sales by customer and material.

AsamemberoftheSDprojectteam,youwillverifythatthesystemcanmeetthe

requirementsoftheIDES,Inc. management. Youwillrunstandardanalysesusing

theSalesInformationSystemandtestthevariousreportingfunctions.

Task 1:

Selection for a standard analysis

1. Reviewthecustomersaleshistoryforthismonthbyperformingastandard

customer analysis for all customers in sales organization 1000 and

distribution channel 12.

MakesurethattheentryfieldDivisionisblank.

Hint: SaveyouranalysisasselectionversionKA-##. Usethemenu

path: Logistics → Sales and Distribution → Sales Information

System →Standard analyses→Customer

Youcanstoreyour selecteddatainaselectionversion for further

analysis.

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Unit8: AnalysesforSalesandDistributionProcesses SCM600

Task 2:

Carry out your customer analysis.

1. Change the settings in order to display the customer number and the

customer name.

Hint: Choose → Settings → Characteristic display → Key and

description.

2. Notedownthevalueoftheincomingordersfor customerT-S50A##. Do

not leave the analysis.

IncomingordersT-S50A##: ______________________________

Task 3:

Characteristics and standard drilldown

1. Drilldowntheanalysistothebottomlevel. Notedownthecriteriabywhich

analysis is carried out.

1.

2.

3.

4.

5.

6.

Hint: In order to reach the next level of thedrilldown, placethe

cursoronacharacteristicintheleft-handcolumnandchooseDetail.

2. Comparethesequencerecordedabovewiththestandarddrilldownforthis

analysis.

Hint: ChooseExtras→Displaystandarddrilldown.

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