RWD Info Pak Template

Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Work Instruction
Standard Analysis for Information Structure
MCSI
Purpose
Use this procedure to perform an analysis of SAP internal and external sales for the University
of Leeds.
Trigger
Perform this procedure when you are required to analyse sales information for external
customers and customers of the Internal Market.
Prerequisites
None.
Menu Path
Use the following menu path to begin this transaction:

Select Logistics  Sales and Distribution  Sales Information System  Standard
analyses  Self-def. analysis to go to the Self defined analysis for Info Structure S912
selection screen.
Transaction Code
MCSI
Additional Information
None.
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 1 / 16
Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Procedure
1.
Start the transaction using the menu path or transaction code.
Info structure (1)
2.
1 Entry found
Select an option to report on by selecting either S911 for external customers or S922 for
Internal Market customers.
The options listed below are available for reporting on either market.
3.
Click on
4.
Perform one of the following:
.
If
Go To
You wish to perform a standard analysis
Step 5
You wish to change user settings
Step 6
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 2 / 16
Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
If
Go To
You wish to perform a standard analysis - switch drilldown
Step 7
You wish to analyse sales for a particular sales office
Step 8
You wish to analyse sales by Time period
Step 9
You wish to analyse sales by Top N
Step 10
Standard Analysis
5.
Start the transaction using the menu path or transaction code.
Standard analysis for info structure S911: Selection
5.1
As required, complete/review the following fields.
Field Name
R/O/C
Description
Sales organization
O
Defaults to UNIV.
Distribution channel
O
Defaults to 01.
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Field Name
R/O/C
Division
O
Description
Defaults to 01.
Select 02 to report on the Internal Market. For both
markets, leave blank.
Sales office
OR
O
Enter a sales office a range of sales offices. Use the
matchcode to select a sales office.
Leave the Sales office, Material group and Material
fields blank to display all values.
Material group
OR
O
Enter a material group or a range of material groups by which
to report.
Leave the Sales office, Material group and Material
fields blank to display all values.
Material
OR
O
Enter a material or a range of materials by which to report.
Leave the Sales office, Material group and Material
fields blank to display all values.
Period
R
Enter a period by which to report.
These are accounting periods e.g. period 01 2002 is
August 2001.
to
R
Enter the end of a range of materials by which to report.
SAP defaults to the current period and two months in
the past. To change individual settings see Sub Step 3.1
Change User settings
6.
To change the settings of the report to suit your individual requirements, select
from the Standard analysis for Info Structure S912: Selection screen.
6.1
Click on
6.2
Click on
drilldown screen.
Filename: 81923026
Reference: SD_DG_Report
when prompted by the User settings screen.
on the Standard analysis for Info Structure S912: Standard
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 4 / 16
Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Standard Analysis for Info Structure S912: Parameters
6.3
As required, complete/review the following fields:
Field Name
R/O/C
Number of previous
periods
O
With current period
O
Charact. Colum
O
Description
Click on
the report.
Leave
Click on
to change the number of months shown in
to show the current month in the report.
to adjust the character column width.
Suggest 30-40.
Key figure column
O
Click on
to adjust the key figure column width.
Suggest leave as is.
Characteristic display
6.4
Click on
Filename: 81923026
Reference: SD_DG_Report
O
Click on
Key and description.
once you have selected the parameters you require.
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Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
These parameters will display as your user default.
6.5
Click on
.
6.6
Click on
when all parameters have been entered.
Standard analysis for info structure S912: Basic List
6.7
There are many options you can select from to display sales information for the
University.
Standard Analysis - Switch Drilldown
7.
Click on
.
Using this button retains the totals but analyses between different characteristics. E.g.
Sales office, period etc.
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 6 / 16
Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Switch drilldown
7.1
Select the radio button
7.2
The following table describes what selection of each option provides:
Field Name
R/O/C
as appropriate to display sales information.
Description
Ctry sold-to party
O
List displays the countries in which the sold-to parties reside.
Distribution channel
O
Refers to the University as a whole.
Division
O
01- General debtors is external sales.
02- Internal market is internal sales.
Material
O
List displays the value of the materials sold by the University.
Material group
O
List displays the value of material groups sold by the
University.
All materials are assigned to a material group.
Sales office
O
List displays sales by a particular sales office.
Sales organization
O
Refers to the University as a whole.
Ship-to party
O
List displays the value of materials by the ship-to parties.
Note SAP term for customers.
Period
7.3
O
Click on
Filename: 81923026
Reference: SD_DG_Report
List displays the periods in which the sales were made. This
will result from the periods entered on the selection screen.
once the selection has been made. This example uses Sales Office.
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Standard analysis for info structure S911: Basic List
Analysis for a particular Sales Office
8.
Click on a sales office to be analysed.
8.1
Click on
Filename: 81923026
Reference: SD_DG_Report
.
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Drill-down by
8.2
Select
8.3
Click on
Material.
.
Standard analysis for info structure S911: Drilldown
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Note that the above table displays sales information for the selected Sales office.
8.4
Click on
beside the Sales office name in the top of the display to select a
different sales office.
8.5
Click on
when you have completed viewing the display.
The principle of the above procedure applies to all characteristics. If you click on
while in the above display, you can select a different characteristic.
See display below for a ship-to display. Also it is possible to drill down further by
selecting a row and clicking on
Filename: 81923026
Reference: SD_DG_Report
again.
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Standard analysis for info structure S911: Drilldown
Analyse sales by Time Period
9.
Click on
to display a monthly breakdown of sales by period.
Time series
9.1
Click on
Filename: 81923026
Reference: SD_DG_Report
.
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
9.2
Click on
.
Switch drilldown
9.3
Select
Filename: 81923026
Reference: SD_DG_Report
Sales office and click on
.
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
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Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Standard analysis for info structure S911: Drilldown
9.1
Click on
. Select
Materials.
Analyse sales by Top N
10.
Select a key figure column e.g. Incoming orders.
10.1
Click on
.
Use this to search for the top number of a list. Search for the top10 materials sold for a
specified period.
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 13 / 16
Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Top N
10.2
Click on
Filename: 81923026
Reference: SD_DG_Report
.
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 14 / 16
Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
Standard analysis for info structure S911: Ranking List
The list is displayed in ranking order from highest to lowest. Click on
sort in ascending or descending order.
11.
Click on
or
to
once you have completed the display.
Exit Standard analysis
12.
Click on
13.
Click
.
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 15 / 16
Title: Standard Analysis for Information Structure
Category 1 : Sales
Category 2 : Sales Clerk
14.
You have completed this transaction.
Result
You have listed sales orders for the University of Leeds, switched the drilldown to show
differing values and listed the Top N rank for a specific key figure.
Comments
None.
Filename: 81923026
Reference: SD_DG_Report
Version: Prelim
Last Modified: 7/31/2017 3:06 PM
Work Instruction
Page 16 / 16