How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding

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8/10/2019 How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding

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How to Achieve Fast andFlexible LIS/SIS ReportingWithout Custom ABAPCoding

Mitresh KundaliaQuality Systems & Software

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

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]

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

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

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

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

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

• Understanding LIS and SIS• Building and activating LIS information structures• Testing structures and loading historical data• Getting the most out of LIS reporting

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?

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

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)

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

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

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

2 - Maintain Update Groups (cont.)

TxnOMOG

Or via IMG: Updating> Updating Definition> General Definition Using

Update Groups> Maintain Update Groups

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

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

3 - Maintain Update Rules (cont.)

• First, launch MC24 and use “ Copy from” to copy the rules fromstructure S001

! Maintain rules for! Key figures! Characteristics

3 - Maintain Update Rules: Adjust Settings for Event VA

3 - Maintain Update Rules: Adjust Settings for Event VC

3 - Maintain Update Rules: Adjust Settings for Event VD

3 - Maintain Update Rules: Update Source Table/Fields

Review the sourcetable and field forsales order andItem number

3 - Maintain Update Rules: Save and Activate

• Save and activate the update rules

• Repeat this step for Update Group 2

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)

4 - Maintain and Assign Statistics Groups (cont.)

TxnOVRA

TxnOVRF

TxnOVRN

• 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

TxnOVRH

Sales document types Sales document item types

TxnOVRI

TxnOVRK

Delivery types Delivery item types

TxnOVRL

TxnOVRM

Billing document types

4 - Mark Customers and Materials As LIS-relevant

Customer master:sales view

TxnXD02

4 - Mark Customers and Materials As LIS-relevant (cont.)

Material master:sales 2 view

TxnMM02

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

5 - Assign Update Groups to Individual Processes (cont.)

TxnOVRO

Header level

For combination of SalesArea, CustStatGrp and

SalesDocGroup

Header level

Assign updategroups

Header level

TxnOVRP

Item level

For combination of SalesArea, CustStatGrp,MtrlStatGrp, SalesDocGrp

and SalesItemGrp

Item level

Assign updateGroups

Step 6 - Activate the LIS Structure for Updating

TxnOMO1

Set the status to

(1), (2), or (3)

Choose aperiodicity

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!

• Understanding LIS and SIS• Building and activating LIS information structures

• Testing structures and loading historical data• Getting the most out of LIS reporting

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

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

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

Double-clickon S990

TxnMC30

Structuresupdated when asales order iscreated (VA01)

Various keyfigures areupdated withthese values

di S i i l ( i i l)

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!

E l L di St ti ti l D t f S990 ( t )

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

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

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 )

Copying the Test Data to Test Version 000 (cont.)

ProgramRMCSISCP

What We’ll Cover

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

Standard LIS Reports - Drill-down Analysis (cont )

Standard LIS Reports Drill down Analysis (cont.)

Standard LIS Reports - Analysis Tools

Standard LIS Reports Analysis Tools

Standard LIS Reports - Top 10 Customers

Standard LIS Reports Top 10 Customers

Standard LIS Reports - Top 10 Customers (cont.)

Standard LIS Reports Top 10 Customers (cont.)

LIS vs. BW

• 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

• 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

• “ 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

• 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.)

• 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!

How to contact me:Mitresh KundaliaMitresh@QSandS.com

How to Achieve Fast and Flexible LISSIS Reporting Without Custom ABAP Coding

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