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8/10/2019 How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding
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© 2003 Wellesley Information Services. All rights reserved.
How to Achieve Fast andFlexible LIS/SIS ReportingWithout Custom ABAPCoding
Mitresh KundaliaQuality Systems & Software
8/10/2019 How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding
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What We’ll Cover …
• Understanding LIS and SIS• Building and activating LIS information structures• Testing structures and loading historical data• Getting the most out of LIS reporting
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What is LIS?
• LIS is adata warehouse built into SAP system! “ Data warehouse is a copy of transaction data specifically
structured for querying and reporting” – Ralph Kimball! Faster reporting since reports access summarized
tables, instead of transaction tables
• LIS – Logistics Information Systems! Logistics data warehouse is a key component of LIS! Information systems – provide reporting tools for strategic
and operative decision-making
! [Availability? i.e. R/3 version][Yes, standard SAP R/3 >=3.x]
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LIS Components
• R/3 information systems that are part of LIS include:! Sales Information System (SIS)! Purchasing Information System (PURCHIS)! Inventory Controlling (INVCO)! Shop Floor Information System! Plant Maintenance Information System! Quality Management Information System
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What Can You Do With LIS?
• You can use LIS for:! Standard reporting
! Standard system reports for analysis! Flexible reporting
! Custom reports! Planning tools
! To plan target values! Analysis tools
! Flexible drill down, slice-and-dice, rank and sorts
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What Are Information Structures?
• Information structures are ‘summary tables’ within theLIS
! Store summarized data! R/3 populates them with select data from R/3 transactions
• R/3 comes with over 100 standard structures! Customer sales bookings, sales office sales, etc.! Standard structures are numbered 1-to-500
• You can also develop your own!! Custom structures are numbered 501-to-999
B u i ld ing B lock
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What Are Information Structures? (cont.)
• Information structures have three components! Time unit
! e.g., day, week, month, fiscal period! Characteristics (the “ by” words)
! e.g., sales “ by” customers or “ by” material! Key figures
! e.g., order value, order quantity, sales value
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LIS Benefits
• Centralized and integrated information systems formonitoring, planning, and controlling purposes
• Based on data warehouse concepts, used for drill-down and exceptions processing
• Aggregate reporting, even if you don’t have BW• Included with R/3--no extra cost!• Gives your team modeling experience before BW
• Another visual tool that reduces reliance on ABAP
8/10/2019 How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding
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What We’ll Cover …
• Understanding LIS and SIS• Building and activating LIS information structures• Testing structures and loading historical data• Getting the most out of LIS reporting
8/10/2019 How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding
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Issue
Building and Activating LIS Information Structures
• SD ‘customer’ information structure S001! Very useful standard structure--good choice for demo
! Contains ‘customer-wise’ bookings, sales and openorders information
! But invariably clients want more details!
! e.g., sales order and item numbers! e.g., number of orders still pending processing
• So what to do?
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Solut ion
Building and Activating LIS Information Structures (cont.)
• Common solution: write an ABAP report! Very expensive and prone to errors! Usually lacks LIS’s exception reporting, drill-down, and
slice-and-dice features
• A better solution! Create a custom structure with the additional details
! Include the fields from S001! Add fields like sales order and item number
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Menu Paths/Objects We’ll Need
• IMG path for LIS! IMG > Logistics General > Logistics Information System
(LIS) > Logistics Data Warehouse• Characteristics for information structure
! Sales order and item number:VBAK-VBELN and VBAP-POSNR
! Order information available in structures MCVBAK andMCVBAP
• Sales processes to populate our LIS structure! Sales order create (transaction VA01)! Shipment (transaction VL01)! Invoicing (transaction VF01)
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Solut ion
Steps to Build and Activate a User-Defined LIS Structure
• 1 - Create and activate user-defined information structure• 2 - Maintain update groups• 3 - Maintain update rules• 4 - Maintain and assign statistics groups
• 5 - Assign update groups to individual processes• 6 - Activate the LIS structure for updating
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Step 1 - Create and Activate User-Defined Information Structure
TxnMC21
“Copy from”structure S001
Use numberwithincustomerrange 501-999
Or via IMG: Data Basis > Info. Structures > Maintain self-defined info structures> Create
Create a user-defined SIS Structure S990 as a copy of S001
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Step 2 - Maintain Update Groups
• Update groups represent various business events• R/3 is delivered with two update groups in SD
! Update Group 1 for standard order process! Sales Order> Delivery> Invoice
! Update Group 2 for returns process! Return Order >Return Delivery>Credit Memo
• We will use these existing system-delivered SISupdate groups
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2 - Maintain Update Groups (cont.)
TxnOMOG
Or via IMG: Updating> Updating Definition> General Definition Using
Update Groups> Maintain Update Groups
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Step 3 - Maintain Update Rules
• Update rules tell R/3 how to update informationstructures from specific sales activities
• Update rule components! Event that triggers the update! Source field
! From communication structures MCVBAK, MCVBAP! Requirements! Formulas
• You define update rules for combinations ofinformation structures and update groups
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3 - Maintain Update Rules (cont.)
• Events in sales processes! VA – Sales orders! VB – Quotation contract! VC – Delivery! VD – Billing! VG – Customer inquiry! VK – Sales activities
We’ll only update VA, VC and VD for our demoNote
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3 - Maintain Update Rules (cont.)
• First, launch MC24 and use “ Copy from” to copy the rules fromstructure S001
! Maintain rules for! Key figures! Characteristics
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3 - Maintain Update Rules: Adjust Settings for Event VA
Txn
MC24
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3 - Maintain Update Rules: Adjust Settings for Event VC
Txn
MC24
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3 - Maintain Update Rules: Adjust Settings for Event VD
Txn
MC24
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3 - Maintain Update Rules: Update Source Table/Fields
Review the sourcetable and field forsales order andItem number
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3 - Maintain Update Rules: Save and Activate
• Save and activate the update rules
• Repeat this step for Update Group 2
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Step 4 - Maintain and Assign Statistics Groups
• Statistics groups let you selectively update LIS! For specific customers! For specific materials! For specific sales order types
• We need to maintain three statistics groups for the
demo! Customers (OVRA)! Materials (OVRF)! Sales documents types (OVRN)
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4 - Maintain and Assign Statistics Groups (cont.)
TxnOVRA
TxnOVRF
TxnOVRN
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4 - Maintain and Assign Statistics Groups (cont.)
• Assign statistics groups for:! Sales document types (OVRH)! Sales document item type (OVRI)! Delivery types (OVRK)! Delivery item type (OVRL)
! Billing document types (OVRM)
Make sure that sales documents, billing documents, and
delivery types specific to your company are assignedappropriate statistics groups; otherwise, transactions forthese documents won’t be posted to LIS
Don ' t
Forget
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4 - Maintain and Assign Statistics Groups (cont.)
TxnOVRH
Sales document types Sales document item types
TxnOVRI
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4 - Maintain and Assign Statistics Groups (cont.)
TxnOVRK
Delivery types Delivery item types
TxnOVRL
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4 - Maintain and Assign Statistics Groups (cont.)
TxnOVRM
Billing document types
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4 - Mark Customers and Materials As LIS-relevant
Customer master:sales view
TxnXD02
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4 - Mark Customers and Materials As LIS-relevant (cont.)
Material master:sales 2 view
TxnMM02
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Step 5 - Assign Update Groups to Individual Processes
• Next, assign update groups at two levels! The header level (OVRO)! The item level (OVRP)! In this step, you are assigning individual business events
to an update group
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5 - Assign Update Groups to Individual Processes (cont.)
TxnOVRO
Header level
For combination of SalesArea, CustStatGrp and
SalesDocGroup
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5 - Assign Update Groups to Individual Processes (cont.)
Header level
Assign updategroups
Header level
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5 - Assign Update Groups to Individual Processes (cont.)
TxnOVRP
Item level
For combination of SalesArea, CustStatGrp,MtrlStatGrp, SalesDocGrp
and SalesItemGrp
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5 - Assign Update Groups to Individual Processes (cont.)
Item level
Assign updateGroups
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Step 6 - Activate the LIS Structure for Updating
TxnOMO1
Set the status to
(1), (2), or (3)
Choose aperiodicity
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6 - Activate the LIS Structure for Updating (cont.)
• LIS update types! Synchronous
! LIS update is simultaneous with the source transaction! Source transaction fails if the LIS update fails!
! Asynchronous V2
! LIS update is simultaneous, but separate! Source transaction saved even if the LIS update fails! You must update failed LIS transactions manually
!
Asynchronous V3! LIS updates are queued and processed via mass update
GOTCHA!
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What We’ll Cover …
• Understanding LIS and SIS• Building and activating LIS information structures
• Testing structures and loading historical data• Getting the most out of LIS reporting
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Testing and Troubleshooting Structures
• The SIS update log enables you to trade updates! Shows which structures get updated for an activity
• How to access! Set user parameter MCL to ‘X’ in your user profile! Run transaction MC30! Also shows a log of updates for each information structure
In productive systems, set user parameter MCL only for
troubleshooting purposes since it consumesconsiderable resources
Don't Forget
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Example: Testing and Troubleshooting S990
• To test our new S990 structure:! Post various SD transactions
! Create sales order ! Deliver and PGI! Invoice
! Review standard analysis reports for S990! SAP menu: Logistics> Sales & Distribution> Sales
Information System> Standard Analyses> Self-definedanalysis
! Review how key figures change at various SDtransactions
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Example: Testing and Troubleshooting S990 (cont.)
Create Sales Order VA01Create Sales Order VA01
Deliver Order VL01Deliver Order VL01
Create Invoice VF01Create Invoice VF01
Sales value
Is updated
Open ordervalue is reduced
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Example: Testing and Troubleshooting S990 (cont.)
Double-clickon S990
TxnMC30
Structuresupdated when asales order iscreated (VA01)
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Example: Testing and Troubleshooting S990 (cont.)
Various keyfigures areupdated withthese values
di S i i l ( i i l)
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Loading Statistical (Historical) Data
• New structures get populated going forward! But how to populate existing (historical) transactions?
• Solution: run the R/3 programs listed below!
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E l L di St ti ti l D t f S990 ( t )
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Example: Loading Statistical Data for S990 (cont.)
• By default, data is stored under version ‘000’! Update statistical data under a test version first!
TxnOLI7
V if i g th t th St ti ti l D t L d d C tl
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Verifying that the Statistical Data Loaded Correctly
• Use standard analysis reports (transaction MCSI)! By default, standard analysis reports run for version ‘000’
! Set user parameter MCR to ‘X’ so you can run reports forspecific version
Tip
Copying the Test Data to Test Version ‘000’
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Copying the Test Data to Test Version ‘000’
• Once you like the data, copy it to ‘000’!! Saves processing time over re-running the load programs!
ProgramRMCSISCP
Copying the Test Data to Test Version ‘000’ (cont )
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Copying the Test Data to Test Version 000 (cont.)
ProgramRMCSISCP
What We’ll Cover
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What We ll Cover …
• Understanding LIS and SIS• Building and activating LIS information structures
• Testing structures and loading historical data• Getting the most out of LIS reporting
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Standard LIS Reports - Drill-down Analysis (cont )
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Standard LIS Reports Drill down Analysis (cont.)
Standard LIS Reports - Analysis Tools
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Standard LIS Reports Analysis Tools
Standard LIS Reports - Top 10 Customers
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Standard LIS Reports Top 10 Customers
Standard LIS Reports - Top 10 Customers (cont.)
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Standard LIS Reports Top 10 Customers (cont.)
LIS vs. BW
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• BW! SAP’s strategic reporting solution
! Very sophisticated• LIS
! LIS data warehouse has many hidden strengths, which
many clients do not exploit enough! Based on data warehouse concepts for summarizedreporting
! On Line Analytical Processing (OLAP) tools for drill-down, exceptions reporting
Using LIS and BW Together
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g g
• You can use standard LIS OLAP functions for analysisfor monitoring, planning, and controlling logistics
transactions• In many circumstances, predefined or modified LIS
structures can meet your specific needs
! For example, costs of transferring transactional data to BWis more than the benefits of BW reporting! Creating a user-defined info structure is fairly
straightforward, based on standard information structure
Resources
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• “ How to use the SIS data warehouse for ManagementReporting,” by Mitresh Kundalia
! November 2002 issue of FICO Expert• Detailed step-by-step instructions document to
activate self-defined information structure
! “ SIS Step-By-Step”
7 Key Points to Take Home
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• LIS is a centralized, integrated data warehouse builtinto-R/3 3.x and higher for monitoring, planning and
controlling purposes• The first step to using LIS is to activate one or more
information structures
• Start by looking through R/3’s 100+ standardstructures, but don’t be afraid to create and activateuser-defined ones
• Save time creating user-defined structures by copyingR/3’s standard ones, like S001
7 Key Points to Take Home (cont.)
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• Update statistical data for existing and historicaltransactions
! Use a ‘test’ version and copy data from a clean run toversion ‘000’
• LIS is a good stepping stone to BW!
You can leverage much of your modeling work• Continue to use LIS, even when you have BW
Your Turn!
8/10/2019 How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding
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