SIS - Sales Information System

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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:

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 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)

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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 ‘ ’ Icon and then click on ‘ ’ icon to choose fields

from ‘ field catalogs’ .

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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.

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

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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 button

 Click on to generate the structure

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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:

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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

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Note:

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

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 Copy rules from S001

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

 Save it.

 Check the updating Rules by clicking on

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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:

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These values can be used in customer master

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Maintain Statistics Groups for Material

Same manner you have to maintain Statistics Groups for Materials. IMG Path:

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

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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:

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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:

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Assign Statistics Groups to each Delivery Item Type IMG Path:

Determine Billing Document Types Relevant to Statistics IMG Path:

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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.

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Activate SIS Update

Last step is to activate LIS Update for the Structure IMG path:

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 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).

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 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

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

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Customizing SIS reports

All SIS reports can be customized.

Eg: If user wants to appear ID and description in the report.

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 Give the relevant user ID

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Now the report will display Key and description.

Author: Anupa Wijesinghe

E-Mail: anupaw@gmail.com / anupaw@learnsaptips.com

Website: www.learnsaptips.com View my profile in LinkedIn Follow me on Twitter

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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.