After completing this exercise, you will be able to:
• Develop a basic level of knowledge of the LIS analysis functionality.
Business Example
Your organisation is implementing all ECC Logistics modules. In order to have consistent reporting across the enterprise, management has requested that the same set of data warehouse reporting tools be used for all logistics analyses. You need to become familiar with the basic functions of LIS so that you can demonstrate how this could be achieved.
Task 1:
You must choose one of the three activities based on the Logistics Information System (LIS). They are all similar but are based on either sales data, purchasing data or production order data you created in the previous exercise steps. Please do not work through more than one activity.
You will investigate some of the key reporting functions of the Logistics Information System (LIS).
Sales Orders Analysis
1. Use the customer standard analysis in the Sales Information System, create a list of materials that has been sold in the last 3 months.
2. See which materials you have sold to the customer 1400. Using the standard drilldown path, drill down to the materials that have been sold to the customers in the list.
3. Change the characteristic display to include the key and the description.
4. Change the column width for the characteristic to see more information.
5. Change the analysis currency to USD. Use exchange rate type M and the current date for conversion date.
6. Return to the customer level of the analysis. What do you notice about the display?
______________________________________________________
______________________________________________________
7. You are now interested to view the monthly sales directly for the customer rather than material display of the sales. Use the Switch Drilldown function to do this.
8. You have decided you want to see the Incoming Orders Qty for the customer displayed. Therefore, you want to add this key figure to your list.
9. You would now like to define your own default settings for the customer analysis. You would like a drilldown in the order Customer, Material, Month and Sales Organisation.
In addition to the default key figures, you also require the key figure Incoming Order Quantity. All key figures should be displayed without decimal places.
10. Execute a standard analysis for the Material, create a list for materials RM-00 to RM-24.
11. Since you regularly use these selections, save these settings as a variant.
12. Return to the main menu. Execute the analysis again, using the variant.
Task 2:
You will investigate some of the reporting functions of the Logistics Information System (LIS). This activity uses the purchasing data you created in the previous exercise steps.
Purchase Orders Analysis
1. Use the vendor standard analysis in the Purchasing Information System, create a list of materials that has been been procured for the past months.
2. See which materials you are ordering from the vendor 1000. Using the standard drilldown path, drill down to the materials for the vendor in the list.
3. Change the characteristic display to include the key and the description.
4. Change the column width for the characteristic to see more information.
5. Change the analysis currency to USD. Use exchange rate type M and the current conversion date.
6. Return to the vendor level of the analysis. What do you notice about the display?
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
7. You are now interested to view the monthly purchases directly for the vendor rather than by material displays of the purchases. Use the Switch Drilldown to do this.
8. You have decided you want to see the GR Quantity for the Vendor displayed.
Therefore, you want to add this key figure to your list.
9. You would now like to define your own default settings for the Vendor analysis. You would like a drilldown in the order Vendor, Material, Month and Material Group.
In addition to the default key figures, you also require the key figure Qty of goods recvd. All key figures should be displayed without decimal places.
10. Execute a standard analysis for the Material, create a list for materials RM-00 to RM-24.
11. Since you regularly use these selections, save these settings as a variant.
12. Return to the main menu. Execute the analysis again, using the variant.
Task 3:
You will investigate some of the reporting functions of the Logistics Information System (LIS). This activity uses the production order data you created in the previous exercise steps.
Production Orders Analysis
1. Using the production operations standard analysis in the Shop Floor Information System, create a list of materials that has been been produced for the past three months.
Hint: For LIS part we would only have a look at Purchase
Information System. The way the Sales and Distribution System and Shop Floor Information System would operate would be similar to this.
2. What is the Standard Drilldown that the report provides.
______________________________________________________
3. See which materials you have produced for the plant 1000. Using the standard drilldown path, drill down to the materials for the plant.
4. Change the characteristic display to include the key and the description.
5. Change the column width for the characteristic to see more information.
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
7. You are now interested to view the production from a date perspective rather than for the material. Hence use the Switch drilldown to do this.
8. You have decided you want to see the Confirmed Quantity for the date displayed. Therefore, you want to add this key figure to your list.
9. You would now like to define your own default settings for the operations analysis. You would like a drilldown in the order Date, Plant, Material, Order.
In addition to the default key figures, you also require the key figure Confirmed Quantity. All key figures should be displayed without decimal places.
10. Execute a standard analysis for the Material, create a list for materials RM-00 to RM-24.
11. Since you regularly use these selections, save these settings as a variant.
12. Return to the main menu. Execute the analysis again, using the variant.
Solution 2: LIS Functions
Task 1:
You must choose one of the three activities based on the Logistics Information System (LIS). They are all similar but are based on either sales data, purchasing data or production order data you created in the previous exercise steps. Please do not work through more than one activity.
You will investigate some of the key reporting functions of the Logistics Information System (LIS).
Sales Orders Analysis
1. Use the customer standard analysis in the Sales Information System, create a list of materials that has been sold in the last 3 months.
a) Logistics→ Logistics Controlling → Logistics Information System → Standard Analyses→ Sales and Distribution → Customer
2. See which materials you have sold to the customer 1400. Using the standard drilldown path, drill down to the materials that have been sold to the customers in the list.
a) Enter the Sold-to party as 1400 and leave all other fields as they are.
Execute the report (F8). Double click on the each characteristic in order to follow the drill down path.
3. Change the characteristic display to include the key and the description.
a) Click on Settings→ Characteristic Display → Key and Description to view both the key value and description.
4. Change the column width for the characteristic to see more information.
a) Settings→ Column Width → Characteristic.
Enter a column width of 40.
5. Change the analysis currency to USD. Use exchange rate type M and the current date for conversion date.
a) Settings→ Currency → Analysis Currency.
6. Return to the customer level of the analysis. What do you notice about the display?
______________________________________________________
______________________________________________________
______________________________________________________
a) View→ Basic List
The analysis currency is the original currency. Changing the settings only affects the level you are working on and below. It does not change the higher level. Therefore to have consistent settings, make the settings in the highest level before drilling down.
7. You are now interested to view the monthly sales directly for the customer rather than material display of the sales. Use the Switch Drilldown function to do this.
a) Return to the initial drill down level (Sold to) then use the button or menu option
View→ Switch Drilldown → Month.
8. You have decided you want to see the Incoming Orders Qty for the customer displayed. Therefore, you want to add this key figure to your list.
a) Edit→ Choose Key Figures
On the right side of the display, scroll down until you find Incoming Orders Qty.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Choose Continue/Enter.
9. You would now like to define your own default settings for the customer analysis. You would like a drilldown in the order Customer, Material, Month and Sales Organisation.
In addition to the default key figures, you also require the key figure Incoming Order Quantity. All key figures should be displayed without decimal places.
a) Return to the initial selection screen for the analysis.
Choose User Settings.
Enter your ID: SCM150-##.
Click on Choose Characteristics.
Click on the bottom Do Not Choose All in order to remove all characteristics from the selection.
On the right side of the find Sold-To Party.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Repeat this step for the characteristics Material, Month and Sales Organisation so that they appear in this order from top to bottom.
Now press the Continue button.
Choose Key Figures.
Click on Choose Key Figures.
On the right side of the display, scroll down until you find Incoming Order Quantity.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Select no Decimal places for all Key Figures.
Press the Save button to save your settings.
Test your setting by executing the analysis one more time.
10. Execute a standard analysis for the Material, create a list for materials RM-00 to RM-24.
a) Logistics→ Logistics Controlling → Logistics Information System → Standard Analyses→ Sales and Distribution → Material
On the selection screen, select the Multiple Selection arrow for the Material.
In the range selection, enter 150-00 to 150-24.
Click on the Execute button.
11. Since you regularly use these selections, save these settings as a variant.
a) Goto→ Variants → Save as variant.
Enter your ID SCM150-## and the description. Then save the variant 12. Return to the main menu. Execute the analysis again, using the variant.
a) Goto→ Variant → Get Select the Variant.
The Settings defined will now be displayed.
Task 2:
You will investigate some of the reporting functions of the Logistics Information System (LIS). This activity uses the purchasing data you created in the previous exercise steps.
Purchase Orders Analysis
1. Use the vendor standard analysis in the Purchasing Information System, create a list of materials that has been been procured for the past months.
a) Logistics→ Logistics Controlling → Logistics Information System → Standard Analyses→ Purchasing → Vendor
2. See which materials you are ordering from the vendor 1000. Using the standard drilldown path, drill down to the materials for the vendor in the list.
a) Enter the Vendor as 1000 and the Plant as 1000. Execute the report (F8).
Click on Settings→ Characteristic Display → Key and Description to view both the vendor name and description.
Double click on the vendor to drilldown to the go to the material level display for that vendor.
3. Change the characteristic display to include the key and the description.
a) Click on Settings→ Characteristic Display → Key and Description to view both the material name and description.
4. Change the column width for the characteristic to see more information.
a) Settings→ Column Width → Characteristic.
Enter a column width of 40.
5. Change the analysis currency to USD. Use exchange rate type M and the current conversion date.
a) Settings→ Currency → Analysis Currency.
6. Return to the vendor level of the analysis. What do you notice about the
The analysis currency is the original currency. Changing the settings only affects the level you are working on and below. It doesnot change the higher level. Therefore to have consistent settings, make the settings in the highest level before drilling down.
7. You are now interested to view the monthly purchases directly for the vendor rather than by material displays of the purchases. Use the Switch Drilldown to do this.
a) Select the Vendor
View→ Switch Drilldown → Month.
8. You have decided you want to see the GR Quantity for the Vendor displayed.
Therefore, you want to add this key figure to your list.
a) Edit→ Choose Key Figures
On the right side of the display, scroll down until you find Qty of goods recvd.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Choose Continue/Enter.
9. You would now like to define your own default settings for the Vendor analysis. You would like a drilldown in the order Vendor, Material, Month and Material Group.
In addition to the default key figures, you also require the key figure Qty of goods recvd. All key figures should be displayed without decimal places.
a) On the Initial screen choose User Settings.
Enter your ID: SCM150-##.
Click on Choose Characteristics.
Click on the bottom Do Not Choose All in order to remove all characteristics from the selection.
On the right side of the display, scroll down until you find Vendor.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Repeat this step for the characteristics material, month, material group Choose Key Figures.
Click on Choose Key Figures.
On the right side of the display, scroll down until you find Qty of goods recvd.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Select no Decimal places for all Key Figures.
10. Execute a standard analysis for the Material, create a list for materials RM-00 to RM-24.
a) Logistics→ Logistics Controlling → Logistics Information System → Standard Analyses→ Purchasing → Material – MCE7 (Double Click) On the selection screen, select the Multiple Selection arrow for the Material.
In the range selection, enter RM-00 to RM-24.
Click on the Execute button.
Enter the Plant as 1000.
11. Since you regularly use these selections, save these settings as a variant.
a) Goto→ Variants → Save as variant.
Enter your ID SCM150-## and the description. Then save the variant
12. Return to the main menu. Execute the analysis again, using the variant.
a) Goto→ Variant → Get Select the Variant.
The Settings defines will now be displayed.
Task 3:
You will investigate some of the reporting functions of the Logistics Information System (LIS). This activity uses the production order data you created in the previous exercise steps.
Production Orders Analysis
1. Using the production operations standard analysis in the Shop Floor Information System, create a list of materials that has been been produced for the past three months.
Hint: For LIS part we would only have a look at Purchase
Information System. The way the Sales and Distribution System and Shop Floor Information System would operate would be similar to this.
a) Logistics→ Logistics Controlling → Logistics Information System → Standard Analyses→ Production → Operation
2. What is the Standard Drilldown that the report provides.
______________________________________________________
a) Click on the Standard Drilldown button. The Drilldown format will be displayed.
3. See which materials you have produced for the plant 1000. Using the standard drilldown path, drill down to the materials for the plant.
a) Enter the plant as 1000 and remove the entry for material Leave the date range as it is. Execute the report (F8).
Double click on the plant to drilldown to work center then double click once more to drill down to the material level.
4. Change the characteristic display to include the key and the description.
a) Click on Settings→ Characteristic Display → Key and Description to view both the material name and description.
5. Change the column width for the characteristic to see more information.
a) Settings→ Column Width → Characteristic.
Enter a column width of 40.
6. Return to the plant level of the analysis. What do you notice about the display?
The settings you just changed are lost. Changing the settings only affects the level you are working on and below. It does not change the higher level. Therefore to have consistent settings, make the settings in the highest level before drilling down.
7. You are now interested to view the production from a date perspective rather than for the material. Hence use the Switch drilldown to do this.
a) Select the Vendor
View→ Switch Drilldown → Date.
8. You have decided you want to see the Confirmed Quantity for the date displayed. Therefore, you want to add this key figure to your list.
a) Edit→ Choose Key Figures
On the right side of the display, scroll down until you find Confirmed Quantity.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Choose Continue/Enter.
9. You would now like to define your own default settings for the operations analysis. You would like a drilldown in the order Date, Plant, Material, Order.
In addition to the default key figures, you also require the key figure Confirmed Quantity. All key figures should be displayed without decimal places.
a) On the Initial screen choose User Settings.
Enter your ID: SCM150-##.
Click on Choose Characteristics.
Click on the bottom Do Not Choose All in order to remove all characteristics from the selection.
On the right side of the display, scroll down until you find Date.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Repeat this step for the characteristics plant, material, order Choose Key Figures.
Click on Choose Key Figures.
On the right side of the display, scroll down until you find Confirmed Quantity.
Select this field by clicking once on that line. Press the left arrow. The field will move from the right to the left of the display.
Select no decimal places for all key figures.
10. Execute a standard analysis for the Material, create a list for materials RM-00 to RM-24.
a) Logistics→ Logistics Controlling → Logistics Information System → Standard Analyses→ Production → Product Costs
Enter the Plant as 1000.
On the selection screen, select the Multiple Selection arrow for the Material.
In the range selection, enter 150-00 to 150-24.
Click on the Execute button.
11. Since you regularly use these selections, save these settings as a variant.
a) Goto→ Variants → Save as variant.
Enter your ID SCM150-## and the description. Then save the variant
12. Return to the main menu. Execute the analysis again, using the variant.
a) Goto→ Variant → Get
a) Goto→ Variant → Get