SIS - Sales Information System

Contents Introduction .................................................................................................................................................. 2 Create an Information Structure............................................................................................................... 2 Maintain Update Groups ........................................................................................................................ 10 Maintain Update Rules ........................................................................................................................... 11 Maintain Statistics Groups ...................................................................................................................... 15 Maintain Statistical groups for customers .......................................................................................... 15 Maintain Statistics Groups for Material .............................................................................................. 17 Maintain Statistics Groups for Sales Document ................................................................................. 19 Configuration steps needed to use standard SIS reports ....................................................................... 20 Assign Statistics Groups for relevant Sales Document Type ............................................................... 20 Assign Statistics Groups to each Sales Item Type ............................................................................... 21 Assign Statistics Groups to each Delivery Type .................................................................................. 21 Assign Statistics Groups to each Delivery Item Type .......................................................................... 22 Determine Billing Document Types Relevant to Statistics .................................................................. 22 Assign Update Groups to Header and Item Levels ................................................................................. 23 Activate SIS Update ................................................................................................................................. 24 View the SIS report ................................................................................................................................. 26 For customized info structures ........................................................................................................... 26 For standard SIS reports...................................................................................................................... 27 Customizing SIS reports .......................................................................................................................... 28

Introduction Sales Information System (SIS) is a component of LIS (Logistics Information System). LIS has below components.    

Purchasing Information System Sales Information System Plant Maintenance Information System Retailing Information System

The Sales Information System is a flexible tool which allows you to collect, consolidates, and utilizes data from Sales and Distribution processing. It can be used at different levels in the decision-making process as a control and planning instrument, enabling you to recognize market developments and economic trends early on and to take appropriate measures.

Create an Information Structure This step is needed only if you need to create your own SIS reports. If you want to activate existing SIS; then this step is not required. Tx Code: MC21 IMG Path:



Enter new Info Structure ID and name

To create a new Structure, we have to use a number from the custom number range. (Between 501 and 999) You can copy from an existing structure as well.



Press Enter key

You can create your own field catalog using transaction MC18. Note: (Optional) If you want you can add more fields to the info structure as well. Follow below steps to add more fields. Eg: Adding Sales Document’ and ‘ Sales document item fields Click on ‘ from ‘ field catalogs’ . Choose field catalog ‘

’ Icon and then click on ‘

by double-clicking it.

’ icon to choose fields

Double-click on ‘ Sales Document’ and ‘ Sales document item’ from ‘ field catalog fields to add it to field catalog fields section. Choose fields‘

’ and ‘

’ from Field Catalog. You can view technical names

by toggling the icon. Make sure that you have selected correct characteristics as: MCVBAK-VBELN’ and ‘ MCVBAP-POSNR.

Click on ‘

’ icon and then click on ‘

’ icon to accept the changes. •

New fields will appear under “Characteristics” section.

Newly added fields will appear under Characteristics section as shown below;

Double-click on characteristics and key figures to review technical information. This step is not mandatory, just for information. Eg:

Once everything is done,  

Press Give relevant development package name. If it’s for testing purposes and no need of transporting from your test client to any other client. Use $TMP to make it as a local object.



You can check the consistency by clicking

 

Click on to generate the structure You will get the successfully generated log as below.

button

Maintain Update Groups Update Groups for Sales and Distribution No new entries need to be created. You can use the existing system-delivered update groups. IMG Path:

Eg:

Use Update Group (UpdGrp) 1 for the standard order process of: SIS: Sales Document, Delivery, Billing Document and use UpdGrp 2 for the SIS: Returns, Returns Delivery, Credit Memo.

Maintain Update Rules Update rules help you to define updating in detail. The definition of the update rules depends on the information structure and update group. Update rules consist, for example, of the source field, the event which triggers the update, requirements and formulas. Once you have defined the update rules, the corresponding update programs are automatically generated. In this IMG activity, you can create, change and display update rules. Once you have defined the update rules, you then need to activate the update in a separate step. The creation of update rules, the generation of the update programs, and the eventual activation of the update have been divided up into separate steps for security reasons

Note: If you create your own info structures, this step is mandatory for each info structure. Tx: MC24



Choose “Create”



Copy rules from S001



Press Enter

Please make sure the Source information is properly updated for all the characteristics. 

Save it.



Check the updating Rules by clicking on



Click on

Maintain Statistics Groups Maintain Statistics Groups for Customers, Materials, SD Document Types etc. Default standard values can be used directly. (No need of creating new ones) Make sure that settings are updated for customized objects too, Eg: All customized Sales document types should be added. Also, make sure that the customer (sales view) and material Master records are updated with appropriate Statistics Groups. Maintain Statistical groups for customers IMG path: Tx: OVRA

These values can be used in customer master

In the customer master, Sales tab, you need to assign one of these to the relevant customer.

Maintain Statistics Groups for Material Same manner you have to maintain Statistics Groups for Materials. IMG Path: Tx: OVRF

These values will be assigned to each material in sales 2 view of the material master.

Material Master sales 2 tab will be as follows.

Maintain Statistics Groups for Sales Document

Configuration steps needed to use standard SIS reports Assign Statistics Groups for relevant Sales Document Type If you need to use existing SIS reports for your client, then you need to start configuration from this step onwards. Above mentioned steps are used only if new Info structures are created. In this IMG node we need to assign Statistics Groups for each Sales Document Item Type. IMG Path:

In order to use existing SIS, you have to assign statistics groups to all Z sales document types. Assign Statistics Groups to each Sales Item Type IMG Path:

In order to use existing SIS, you have to assign statistics groups to all Z item categories.

Assign Statistics Groups to each Delivery Type IMG Path:

Assign Statistics Groups to each Delivery Item Type IMG Path:

Determine Billing Document Types Relevant to Statistics IMG Path:

Make sure that customized objects specific to your company are also updated appropriately.

Assign Update Groups to Header and Item Levels For combinations of Sales Area (Sales Org, Distribution Channel, Division), assign Update groups we need to assign relevant statistical update groups.

Activate SIS Update Last step is to activate LIS Update for the Structure IMG path: Tx: OMO1



Select Sales and Distribution activity

Choose Activity as Sales and Distribution. Let's update our LIS structure S990 with period as ‘ Month’ and update option of ‘ Asynchronous Updating (2). Use down arrow key to locate the relevant structure



Double click on the structure and maintain relevant values.



Save it

View the SIS report For customized info structures If you have created your own info structures, then you need to do below. Create a new sales order and generate the report to check whether values are correct. Tx: MCSI 

Select relevant report from the popup



You’ll be able to view the selection screen to generate the report.

You can ask your ABAP developer to create a Z transaction for this report as well. For standard SIS reports Menu path

Customizing SIS reports All SIS reports can be customized. Eg: If user wants to appear ID and description in the report. 

Click on the

button from the selection screen.



Give the relevant user ID



For each section you can define it by clicking on

button

Now the report will display Key and description.

Author: Anupa Wijesinghe E-Mail: [email protected] / [email protected] Website: www.learnsaptips.com View my profile in LinkedIn Follow me on Twitter

Disclaimer This article is done based on my research and readings, unless otherwise stated. The views expressed are my own and not of anyone else. Author accepts no liability for the content of the articles in this website or for the consequences of any actions taken on the basis of the information provided. Using this information is at the users own discretion and responsibility.