Erp Reports 222 Bpp en In

SAP ECC 6.0 EhP3

August 2008

English

SAP ERP Reports for Logistics (222)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices SAP ERP Reports for Logistics (222): BPD

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Contents

1 Purpose.................................................................................................................................. 7

2 Prerequisites........................................................................................................................... 7

2.1 Master Data.....................................................................................................................7

2.2 Roles............................................................................................................................... 7

3 Reports Overview Table.........................................................................................................8

4 Reports................................................................................................................................. 12

4.1 General Reports............................................................................................................12

4.1.1 MRP List................................................................................................................. 12

4.1.2 List Display of Purchase Requisitions....................................................................13

4.1.3 Stock Overview......................................................................................................14

4.1.4 Outbound Delivery Monitor.....................................................................................14

4.2 Sales and Distribution....................................................................................................16

4.2.1 List of Sales Orders................................................................................................16

4.2.2 Sales Order Selection............................................................................................17

4.2.3 Analyzing Sales Orders..........................................................................................18

4.2.4 Actual Cost Line Items for Sales Documents.........................................................19

4.2.5 Listing Billing Documents.......................................................................................19

4.2.6 Releasing Billing Documents for Accounting..........................................................20

4.2.7 Incompleting SD Documents..................................................................................21

4.2.8 SD Documents Blocked for Delivery......................................................................22

4.2.9 SD Incomplete Documents.....................................................................................22

4.2.10 Purchase Requisition per Account Assignment......................................................23

4.2.11 Purchase Orders by Account Assignment..............................................................24

4.2.12 Quotation List.........................................................................................................24

4.2.13 Expiring Quotations................................................................................................25

4.2.14 Expired Quotations.................................................................................................26

4.2.15 Completed Quotations............................................................................................26

4.2.16 Credit Overview......................................................................................................27

4.2.17 Customers with Missing Credit Data......................................................................27

4.2.18 Credit Memos.........................................................................................................28

4.2.19 License: Assigned Documents...............................................................................29

4.2.20 Check of Customer Master Regarding Legal Control.............................................29

4.2.21 Backorders.............................................................................................................30



4.2.22 Sales Support Monitor............................................................................................31

4.2.23 Returns...................................................................................................................31

4.3 Materials Management and Procurement......................................................................32

4.3.1 General Analyses: Purchase Orders, Contracts and Scheduling Agreements, Quotation.............................................................................................................................. 32

4.3.2 List of Notifications.................................................................................................34

4.3.3 Analysis of Purchase Order Values........................................................................35

4.3.4 Purchase Order by Material...................................................................................35

4.3.5 Purchase Order by Vendor.....................................................................................36

4.3.6 Purchase Order by Document Number..................................................................37

4.3.7 Purchasing Group Analysis....................................................................................38

4.3.8 Releasing Purchasing Documents.........................................................................39

4.3.9 Assigning and Processing Purchase Requisitions..................................................39

4.3.10 Stock Requirement List..........................................................................................40

4.3.11 SC Stock Monitoring for Vendor.............................................................................41

4.3.12 Vendor Analysis.....................................................................................................42

4.3.13 Mass Activation of Planned Changes for Vendor...................................................43

4.3.14 Material Document List...........................................................................................43

4.3.15 Displaying Warehouse Stocks of Material..............................................................44

4.3.16 Accounting Documents for Material........................................................................45

4.3.17 Material Documents with Reason for Movement....................................................46

4.3.18 Batch Analysis........................................................................................................47

4.3.19 Availability Overview..............................................................................................47

4.3.20 Plant Analysis.........................................................................................................48

4.3.21 Material Analysis....................................................................................................49

4.3.22 ABC Analysis..........................................................................................................50

4.3.23 Consignment and Pipeline Settlement...................................................................51

4.3.24 Collective Conversion.............................................................................................52

4.4 Service.......................................................................................................................... 53

4.4.1 Service Notifications...............................................................................................53

4.4.2 Service and Maintenance Orders...........................................................................54

4.4.3 Equipment List........................................................................................................54

4.4.4 Cost Analysis..........................................................................................................55

4.4.5 Scheduling Overview..............................................................................................56

4.5 Production.....................................................................................................................57

4.5.1 Production Order Information System....................................................................57



4.5.2 Missing Parts Info System......................................................................................58

4.5.3 Capacity Planning..................................................................................................58

4.5.4 Long-Term Capacity Planning................................................................................59

4.5.5 Long-Term Planning: MRP List..............................................................................60

4.5.6 Changing Plan........................................................................................................61

4.5.7 Evaluation of Product Group Planning...................................................................61

4.5.8 Selection: Plan/Actual/Variance.............................................................................62

4.5.9 Costs/Revenues/Expenditures/Receipts................................................................62

4.5.10 Actual/Plan/Variance Absolute/ Variance %...........................................................63

4.5.11 Order Progress Report...........................................................................................64

4.5.12 Displaying Production Order Confirmation.............................................................64



SAP ERP Reports for Logistics

1 PurposeIn the area of Logistics and Production various reports can be used to monitor and control your company processes.

2 Prerequisites

2.1 Master DataYou ensure that the relevant master data that is required to run the reports is available in your system. Depending on the report you want to run, different master data may be needed.

2.2 Roles

UseThe following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Procedure must be assigned to the user or users testing this scenario. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

PrerequisitesThe business roles have been assigned to the user who is testing this scenario. For the different areas (general reports, sales and distribution, materials management and procurement, service, production) distinct roles have to be assigned. If you plan to test all reports of all areas, you have to assign all roles listed in the table:

Business role Technical name

General Reports

Production Planner SAP_BPR_PRODUCTIONPLANNER_EX-S

Buyer SAP_BPR_PURCHASER-S

Warehouse Monitoring SAP_BPR_WAREHOUSESPECIALIST-K

Warehouse Clerk SAP_BPR_WAREHOUSESPECIALIST-S

Sales and Distribution

Sales Manager SAP_BPR_SALESPERSON-E

Product Cost Controller SAP_BPR_PRDCOST_CONTROLLER-K

Accounts Receivable Manager SAP_BPR_AR_CLERK-K

Sales Administration SAP_BPR_SALESPERSON-S



Business role Technical name

Warehouse Clerk SAP_BPR_WAREHOUSESPECIALIST-S

Warehouse Clerk(India) SAP_BPR_IN_WAREH_SPECIALIST-E

Purchasing Manager SAP_BPR_PURCHASER-E

Materials Management and Procurement

Purchasing Manager SAP_BPR_PURCHASER-E

BP: Quality Specialist SAP_BPR_QUALMGR-S

Buyer SAP_BPR_PURCHASER-S

Warehouse Manager SAP_BPR_WAREHOUSESPECIALIST-E

Business Analyst Purchaser SAP_BPR_PURCHASER-K

Warehouse Monitoring SAP_BPR_WAREHOUSESPECIALIST-K

Accounts Payable Accountant 1 SAP_BPR_AP_CLERK-S1

Accounts Payable Manager SAP_BPR_AP_CLERK-K

Strategic Planner SAP_BPR_STRATEGICPLANNER-S

Service

BP: Service Agent SAP_BPR_SERVAGENT-S

BP: Service Employee SAP_BPR_SERVEMPLOYEE-S

Product Cost Controller SAP_BPR_PRDCOST_CONTROLLER-K

BP: Maintenance Employee SAP_BPR_MAINTENANCE-S

Production

Manufacturing SAP_BPR_SHOPFLOORSPECIALIST-S

Production Planner SAP_BPR_PRODUCTIONPLANNER_EX-S

Strategic Planner SAP_BPR_STRATEGICPLANNER-S

Project Manager SAP_BPR_PROJECTMANAGER-S

Shop Floor Specialist SAP_BPR_SHOPFLOORSPECIALIST-S

3 Reports Overview Table

Report Name Transaction Code (SAP GUI)

Business Role (SAP NWBC)

Technical role name (SAP NWBC)

General Reports

MRP List MD05 Production Planner

SAP_BPR_PRODUCTIONPLANNER_EX-S



List Display of Purchase Requisitions

ME5A Buyer SAP_BPR_PURCHASER-S

Stock Overview MMBE Warehouse Monitoring

SAP_BPR_WAREHOUSESPECIALIST-K

Outbound delivery monitor

VL06O Warehouse Clerk

SAP_BPR_WAREHOUSESPECIALIST-S

Sales and Distribution

List of Sales Orders VA05 Sales Manager

SAP_BPR_SALESPERSON-E

Sales Order Selection

S_ALR_87013104

Product Cost Controller

SAP_BPR_PRDCOST_CONTROLLER-K

Analyze Sales Orders

KKBC_KUN Product Cost Controller


Actual Cost Line Items for Sales Documents

KVBI Product Cost Controller


List Billing Documents

VF05 Sales Manager


Release Billing Documents for Accounting

VFX3 Accounts Receivable Manager

SAP_BPR_AR_CLERK-K

Incomplete SD Documents

V.02 Sales Manager


SD Documents blocked for Delivery

VA14L Sales Administration

SAP_BPR_SALESPERSON-S

SD Incomplete Documents

V_UC Warehouse Clerk


Purchase Requisition per Account Assignment

ME5K Purchasing Manager

SAP_BPR_PURCHASER-E

Purchase Orders by Account Assignment

ME2K Purchasing Manager

SAP_BPR_PURCHASER-E

Quotation List VA25 Sales Manager


Expiring Quotations SDQ1 Sales Manager




Expired Quotations SDQ2 Sales Manager


Completed Quotations

SDQ3 Sales Manager


Credit Overview F.31 Accounts Receivable Manager

SAP_BPR_AR_CLERK-K

Customers With Missing Credit Data

F.32 Accounts Receivable Manager

SAP_BPR_AR_CLERK-K

Credit Memos MC+U Sales Manager


License: Assigned documents

VE29 Sales Administration


Check of Customer Master Regarding Legal Control

VI83 Sales Manager


Backorders V.15 Sales Manager


Sales Support Monitor

VC05 Sales Manager


Returns MC+M Sales Manager


Materials Management and Procurement

General Analyses: Purchase Orders

ME80FN Purchasing Manager

SAP_BPR_PURCHASER-E

General Analyses: Contracts and Scheduling Agreements

ME80RN Purchasing Manager

SAP_BPR_PURCHASER-E

General Analyses: Quotation

ME80A Purchasing Manager

SAP_BPR_PURCHASER-E

List of Notifications QM11 BP: Quality Specialist

SAP_BPR_QUALMGR-S

Analysis of Purchase Order Values

ME81N Purchasing Manager

SAP_BPR_PURCHASER-E

Purchase Order by Material

ME2M Buyer SAP_BPR_PURCHASER-S

Purchase Order by Vendor

ME2L Buyer SAP_BPR_PURCHASER-S

Purchase Order by ME4N Purchasing SAP_BPR_PURCHASER-E



Document Number Manager

Purchasing Group Analysis

MCE1 Purchasing Manager

SAP_BPR_PURCHASER-E

Release Purchasing Documents

ME28 Purchasing Manager

SAP_BPR_PURCHASER-E

Assign and Process Purchase Requisitions

ME57 Buyer SAP_BPR_PURCHASER-S

Stock Requirement List

MD04 Warehouse Manager

SAP_BPR_WAREHOUSESPECIALIST-E

SC Stock Monitoring for Vendor

ME2O Buyer SAP_BPR_PURCHASER-S

Vendor Analysis MCE3 Buyer SAP_BPR_PURCHASER-S

Mass Activation of Planned Changes for Vendor

MKH4 Business Analyst Purchaser

SAP_BPR_PURCHASER-K

Material Document List

MB51 Buyer SAP_BPR_PURCHASER-S

Display Warehouse Stocks of Material

MB52 Warehouse Monitoring


Accounting Documents for Material

MR51 Accounts Payable Accountant 1

SAP_BPR_AP_CLERK-S1

Material Documents with Reason for Movement

MBGR Warehouse Manager


Batch Analysis MCBR Warehouse Manager


Availability Overview CO09 Buyer SAP_BPR_PURCHASER-S

Plant Analysis MCBA Warehouse Manager


Material Analysis MCBE Warehouse Manager


ABC Analysis(By Usage)

MC40 Warehouse Manager

SAP_BPR_IN_WAREH_SPECIALIST-E

ABC Analysis(By Requirement)

MC41 Warehouse Manager


Consignment and Pipeline Settlement

MRKO Accounts Payable Manager

SAP_BPR_AP_CLERK-K

Collective Conversion

MD15 Strategic Planner

SAP_BPR_STRATEGICPLANNER-S

Service



Service Notifications IW59 Service Agent

SAP_BPR_SERVAGENT-S

Service and Maintenance Orders

IW39 Service Employee

SAP_BPR_SERVEMPLOYEE-S

Equipment list IH10 Service Agent

SAP_BPR_SERVAGENT-S

Cost Analysis MCI8 Product Cost Controller


Scheduling Overview

IP24 Maintenance Employee

SAP_BPR_MAINTENANCE-S

Production

Production Order Information System

COOIS Manufacturing

SAP_BPR_SHOPFLOORSPECIALIST-S

Missing Parts Info System

CO24 Production Planner


Capacity Planning CM01 Strategic Planner


Long-Term Capacity Planning

CM38 Strategic Planner


Long-Term Planning: MRP List

MS05 Strategic Planner


Change Plan MC82 Strategic Planner


Evaluation of Product Group Planning

MD47 Production Planner


Selection: Plan/Actual/Variance

S_ALR_87013532

Project Manager

SAP_BPR_PROJECTMANAGER-S

Costs/Revenues/Expenditures/Receipts

S_ALR_87013531

Project Manager


Actual/Plan/Variance Absolute/ Variance %

S_ALR_87013543

Project Manager


Order Progress Report

CO46 Production Planner


Display Production Order Confirmation

CO14 Shop Floor Specialist




4 Reports

4.1 General Reports

4.1.1 MRP List

UseThe MRP list always displays the stock/requirements situation at the time of the last planning run. Changes that are made after the planning date are not taken into consideration, so the list is static.

MRP lists are stored in the system until they are either deleted manually or replaced by new lists from a subsequent planning run.

Furthermore you have two options for selecting data:

Individual Access: You want to display the stock/requirements situation for a particular material in the MRP list.

Collective Access: You want to display the stock/requirements situation for a series of materials in the MRP list.

PrerequisitesYou have entered in the control parameters for the planning run that the system should create MRP lists.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Material Management Material Requirements Planning (MRP) MRP Evaluations MRP List Material

Transaction code MD05

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Production Planner


Business role menu Production Planning MRP MRP List Individual Display

2. On the MRP List screen, make the necessary entries to run the report as desired.

Result The system displays the MRP list.



4.1.2 List Display of Purchase Requisitions

UseYou use this to display a list of all purchase requisitions on the basis of the specified selection criteria. You can choose an entry to do further processing.

Procedure



SAP ECC menu Logistics Materials Management Purchasing Purchase Requisition List Displays General

Transaction code ME5A


Business role Buyer

SAP_BPR_PURCHASER-S

Business role menu Purchasing Purchase Requisitions List Display of Purchase Requisitions

2. On the List Display of Purchase Requisitions screen, make the necessary entries to run the report as desired.

Result A list of all selected purchase requisitions is displayed.

4.1.3 Stock Overview

UseThe stock overview gives you an overview of the stocks of the material across all organizational levels. This is the difference between this method and the views Plant Stock and Storage Location Stock in the material master, which only gives you an overview of the stocks for a specific plant or storage location.

To get to know the batch number and the available quantity, the stock overview transaction can be used.

Prerequisites Appropriate data, in this case appropriate stock data, have been created in the system.

Procedure





SAP ECC menu Logistics Materials Management Material Master Other – Stock Overview

Transaction code MMBE


Business role Buyer

SAP_BPR_PURCHASER-S

Warehouse Monitoring


Business role menu Buyer (SAP_BPR_PURCHASER-S)

Purchasing Materials and Stock Stock Overview

Warehouse Monitoring (SAP_BPR_WAREHOUSESPECIALIST-K)

Warehouse Management Inventory Control Stock Overview

2. On the Stock Overview: Company Code/Plant/Storage Location/Batch screen, make the necessary entries to run the report as desired.

Result The stock overview is displayed.

4.1.4 Outbound Delivery Monitor

UseThe delivery monitor is used to display and process completed deliveries and deliveries that are still open. Both inbound and outbound deliveries can be processed using the delivery monitor. Since several functions are performed in the same way for both delivery types, this description will use the general term delivery, which covers both types of delivery (inbound and outbound).

The delivery monitor is set up as a central transaction for collective processing of deliveries and for obtaining information on general shipping processing. You can call up deliveries with different statuses in one single list and initiate further processing from there, as required. The following collective processes are available:

Selection of deliveries that are due for picking or put away and creation of transfer orders

Selection of deliveries for which picked quantities or put away stocks need to be confirmed

Grouping together of deliveries for which transportation needs to be organized

Selection of outbound deliveries that are due for loading

Collective processing of deliveries that are due for goods issue or goods receipt



You can create lists of deliveries for collective processing using a number of selection criteria. However, depending on the processing type selected, many of the selection criteria may be preset. With the current functionality, for example, you can also call up selections using additional partners and other sales-specific criteria (delivery type, sales organization, division, and so on). You can store selection criteria that you use often in a selection variant, which can simplify routine work with the delivery monitor.

In addition to collective processing, you have the option of creating a general selection of deliveries where you can generate a type of work list based on delivery- and sales-specific criteria. You can then store these selection criteria in a selection variant.

On the initial screen of the delivery monitor, you can switch between the inbound and the outbound delivery views, or you can activate both views at the same time.

PrerequisitesAppropriate date, in this case sales process based data (especially deliveries), has been created in the system. You should have processed following steps while working on the BPP Extended sales order processing.

a sales order (VA01)

a goods receipt (MB1C)

a delivery (VL01N)

Procedure



SAP ECC menu Information system General report selection Sales and Distribution Shipping Delivery Monitor for outbound deliveries

Transaction code VL06O


Business role Warehouse Manager


Warehouse Clerk


Business role menu Warehouse Manager (SAP_BPR_WAREHOUSESPECIALIST-E)

Warehouse Management Monitor Outbound Delivery Process Outbound Delivery Monitor

Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)

Warehouse Management Shipping Outbound Delivery Monitor

2. On the Outbound Delivery Monitor screen, make the necessary entries to run the report as desired.



Result

The standard layout list displays the following information:

Delivery (document number)

Ship-to Party

Name of Ship-to Party

4 dates in regard to the business process

4.2 Sales and Distribution

4.2.1 List of Sales Orders

UseYou use this function to list sales and distribution documents (such as sales orders or billing documents) within a certain time period. You can also specify additional criteria, such as:

Business partner (for example, sold-to party, payer)

And/or material

Purchase order number

You can decide whether you want to list all sales documents or just open ones. You can also restrict your list to all those sales documents you created yourself.

There are various reasons for setting up a list of sales documents, for example:

You want to obtain information about existing sales orders in response to a customer inquiry.

You want to display all quotations for a certain material or a business partner for analysis.

You want to display all sales orders where data is still incomplete.

PrerequisitesAppropriate date, in this case sales orders, has been created in the system. You should have created a sales order while working on the BPP Extended sales order processing (J57).

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Orders List of Sales Orders

Transaction code VA05




Business role Sales Manager


Business role menu Sales Sales orders List of Sales Orders

2. On the List of Sales Orders screen, make the necessary entries to run the report as desired.

Result

A list of all selected sales orders is displayed.

Features: You can use lists to make mass changes, that is, changes to several sales documents at the same time, by entering a:

New plant

New material

New pricing

New currency

For example, if you want to reprise several sales documents select the relevant sales documents and choose Edit Mass change New pricing.

4.2.2 Sales Order Selection

UseYou use this to analyze sales order items that carry costs and revenues.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Product Cost by Sales Order Information System Reports for Product Cost by Sales Order Object List Sales Order Selection

Transaction code S_ALR_87013104


Business role Product Cost Controller


Business role menu Product Cost Controlling Reporting Sales order Selection

2. On the Sales Order Selection: Selection screen, make the necessary entries to run the report as desired.

Result



The sales order items with costs and revenues that meet the selection criteria are shown in user-definable results lists. From an order in the results list, you can go to the detailed reports.

4.2.3 Analyzing Sales Orders

UseYou use this to analyze:

Planned values (such as total planned costs, planned fixed costs, planned variable costs, and planned revenues)

Key figures that result from actual postings (such as total actual costs, actual fixed costs, actual variable costs, and actual revenues)

Statistical actual costs

Procedure



SAP ECC menu Logistics Production Shop Floor Control Information System Controlling Reports Product Cost by Sales Order Detailed Reports For Sales Order

Transaction code KKBC_KUN




Business role menu Product Cost Controlling Reporting Analyze Sales Order

2. On the Analyze Sales Orders: Plan/Actual Comparison screen, make the necessary entries to run the report as desired.

Result A list of plan costs and actual costs is displayed.

4.2.4 Actual Cost Line Items for Sales Documents

UseYou use this to make a detailed analysis of the actual costs. You can access the original documents (such as the FI or MM document) from the individual lines in the line item report. (Environment Source Document / Accounting Document)

Procedure





SAP ECC menu Logistics Production Shop Floor Control Information System Controlling Reports Product Cost by Sales Order Line Items Sales Orders Actual Costs

Transaction code KVBI




Business role menu Product Cost Controlling Reporting Sales Documents: Line Items Actual

2. On the Display Actual Cost Line Items for Sales Documents: Initial screen, make the necessary entries to run the report as desired.

Result The line item reports are supplied with a predefined layout. You can also create your own custom layouts so that you can see other fields of the CO line item in the line item report (such as the value type). You can usually display all the fields of the Controlling document in the line item report.

4.2.5 Listing Billing Documents

UseYou use this function to list billing documents within a certain time period. You have to select a Payer or Material but you can also specify additional criteria, such as:

Billing Date

Billing Type

Document number

You can decide whether you want to list all billing documents or just open ones.

There are various reasons for setting up a list of billing documents, for example:

You want to obtain information about existing billing items in response to a customer question.

You want to display all billing documents where data is still incomplete.

PrerequisitesAppropriate date, in this case billing documents, has been created in the system.

Procedure





SAP ECC menu Logistics Sales and Distribution Sales Support Information System List Billing Documents

Transaction code VF05




Business role menu Sales Sales orders List Billing Documents

2. On the List of Billing Documents screen, make the necessary entries to run the report as desired.

Result

A list of all selected billing documents is displayed.

4.2.6 Releasing Billing Documents for Accounting

UseYou can use this function to display which billing documents are blocked for transfer to accounting.

Procedure



SAP ECC menu Logistics Sales and Distribution Billing Billing Document Blocked Billing Docs

Transaction code VFX3


Business role Accounts Receivable Manager

SAP_BPR_AR_CLERK-K

Business role menu Accounts Receivable Billing Release Blocked Billing Documents to Accounting

2. On the Release Billing Documents for Accounting screen, make the necessary entries to run the report as desired.



Result You receive a list of all documents that satisfy your selection criteria.

4.2.7 Incompleting SD Documents

Use

The list determines all incomplete documents on the basis of the specified selection criteria. This BPP explains the following reporting features: Setting und Deleting filters

PrerequisitesAppropriate date, in this case an incomplete sales orders, has been created in the system. You should have completed step one of the BPP Sales Order Processing with Dummy Customer (J63). If you already completed the whole script, just go back to step one and create another sales order that you assign to a dummy customer.

Procedure



SAP ECC menu Logistics Sales and Distribution Credit management Sales and Distribution documents Incomplete SD documents

Transaction code V.02




Business role menu Sales Sales orders List of Incomplete Sales Orders

2. On the Incomplete SD Documents screen, make the necessary entries to run the report as desired. You can use the field SD transaction to search for a specific transaction group, for example, sales orders.

Result The overview list displays information on the type of incompleteness.

By marking a document and choosing the function 'Details', you can display the missing data. You can also edit the selected document from this branch of the list. By positioning the cursor on a specific document, you can branch into the document and make your changes.

You can also process incomplete documents from the overview list by marking the documents to be changed and choosing the function 'Edit documents'. The list is not updated.



4.2.8 SD Documents Blocked for Delivery

UseYou use this to provide a list of all the sales documents that have been blocked for delivery, with information about what has caused the block.

PrerequisitesYou can use this report immediately for new sales documents. The first time you use it for existing sales documents; you must update the new status fields.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Worklists Sales Documents Blocked for Delivery

Transaction code VA14L


Business role Sales Administration


Business role menu Sales Sales Orders Worklist: Sales Documents Blocked for Delivery

2. On the Sales Documents Blocked for Delivery screen, make the necessary entries to run the report as desired.

Result The report displays information about all SD documents that have been blocked for delivery and the reason for the block, for example, whether it was set at header or item level, or whether it is due to the user or credit status. You can go directly from the list to an individual sales document by placing the cursor on the relevant document and choosing Edit sales doc.

4.2.9 SD Incomplete Documents

UseYou use this to look for incomplete Sales and Distribution Documents.

Procedure





SAP ECC menu Logistics Sales and Distribution Shipping and Transportation Outbound Delivery Lists and Logs Incomplete Outbound Deliveries

Transaction code V_UC




Warehouse Clerk


Business role menu Warehouse Manager (SAP_BPR_WAREHOUSESPECIALIST-E):

Warehouse Management Monitor Outbound Delivery Process List of Incomplete Outbound Deliveries

Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S):

Warehouse Management Shipping Incomplete SD Documents

2. On the Selection of Incomplete SD Documents screen, make the necessary entries to run the report as desired.

Result A list of documents is displayed which satisfy your selection criteria.

4.2.10 Purchase Requisition per Account Assignment

UseListing of purchase requisitions with a certain account assignment (for example, cost center and so on).

Procedure



SAP ECC menu Logistics Sales and Distribution Foreign Trade/Customs General Foreign Trade Processing Environment Purchase – Import Purchasing Purchasing Requisition List Displays By Account Assignment General

Transaction code ME5K




Business role Purchasing Manager

SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting Requisitions by Account Assignment

2. On the List Display of Purchase Requisition screen, make the necessary entries to run the report as desired.

Result A list of purchase requisitions that are assigned to a sales order is displayed.

4.2.11 Purchase Orders by Account Assignment

UseListing of purchase orders with a certain account assignment (for example, cost center and so on).

Procedure



SAP ECC menu Logistics Sales and Distribution Foreign Trade/Customs General Foreign Trade Processing Environment Purchase – Import Purchasing Purchasing Order List Displays By Account Assignment General

Transaction code ME2K



SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting Purch. Orders by Account Assignment

2. On the Purchasing Documents per Account Assignment screen, make the necessary entries to run the report as desired.

Result A list of purchase orders that are assigned to a sales order is displayed.

4.2.12 Quotation List

Use



You use this function to list quotations within a certain time period. You can also specify additional criteria, such as:

Division

Sales Office

Sales Document

You can decide whether you want to list all quotations or just open ones. You can also restrict your list to all those quotations you created yourself.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Quotations Quotations List

Transaction code VA25




Business role menu Sales Quotations List of Quotations

2. On the List of Quotations screen, make the necessary entries to run the report as desired.

Result The List of Quotations is displayed.

4.2.13 Expiring Quotations

UseYou use this to generate a list of open quotations that are valid until the selection date you have entered. Rejected quotations are also counted as completed and do not appear in the list.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Quotations Expiring Quotations

Transaction code SDQ1






Business role menu Sales Quotations Expiring Quotations

2. On the Expiring Quotations screen, make the necessary entries to run the report as desired.

Result You receive a list of quotations that match your selection criteria.

4.2.14 Expired Quotations

UseYou use this to create a list of all the quotations that will have expired by today's date.

Rejected quotations are also counted as completed and do not appear in the list.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Quotations Expired Quotations





Business role menu Sales Quotations Expiered Quotations

2. On the Expired Quotations screen, make the necessary entries to run the report as desired.

Result The system issues a list according to your selection criteria.

4.2.15 Completed Quotations

UseYou can use this to create a list of all completed quotations.



In the standard system, quotations are only regarded as completed if they have been completely referenced, that is, when the total quantity has been copied to a subsequent document. Rejected quotations also count as completed.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Quotations Completed Quotations





Business role menu Sales Quotations Completed Quotations

2. On the Completed Quotations screen, make the necessary entries to run the report as desired.

Result You receive a list of quotations that match your selection criteria.

4.2.16 Credit Overview

UseYou can generate a credit data list to display an overview of the customer master data needed for credit management for a customer.

Procedure



SAP ECC menu Logistics Sales and Distribution Credit Management Credit management info system Overview

Transaction code F.31



SAP_BPR_AR_CLERK-K

Business role menu Accounts Receivable Credit Management Credit Management



– Overview

2. On the Credit Overview screen, make the necessary entries to run the report as desired.

Result The list is sorted by credit account and the credit control areas are listed for each credit account.

4.2.17 Customers with Missing Credit Data

UseYou can use this to check the credit limit-related data for completeness and create the corresponding error lists.

Procedure



SAP ECC menu Logistics Sales and Distribution Credit Management Credit management info system Missing Data

Transaction code F.32



SAP_BPR_AR_CLERK-K

Business role menu Accounts Receivable Credit Management Credit Management - Missing Data

2. On the Customers with missing Credit Data screen, make the necessary entries to run the report as desired.

Result A list of all customers with missing credit data that match your selection criteria is displayed.

4.2.18 Credit Memos

UseThis analysis should be used if you want to access specific statistical data that is directly linked to a material, in this case Credit Memos.

Procedure





SAP ECC menu Logistics Sales and Distribution Sales Information System Information System Material SIS: Credit Memos, Selec.

Transaction code MC+U




Business role menu Sales Sales performance SIS: Material Credit Memos, Selec.

2. On the Material Analysis: Credit Memos: Selection screen, make the necessary entries to run the report as desired.

Result A list of Credit Memos is displayed.

4.2.19 License: Assigned Documents

UseYou can use this to select all sales documents that have already been assigned one or more licenses.

Procedure



SAP ECC menu Logistics Sales and Distribution Foreign Trade/Customs Information System Legal Control Monitoring Assignment License to Document

Transaction code VE29


Business role Sales Administration


Business role menu Sales Additional Information Assigned Documents for Each License

2. On the License: Assigned documents screen, make the necessary entries to run the report as desired.



Result The system creates a list that contains the internal and external license number, document and item number of the sales document to which the license is assigned, the country of the ship-to party, the material number and the export control class.

4.2.20 Check of Customer Master Regarding Legal Control

UseYou use this to check whether data relevant to foreign trade is complete and valid in all customer master records for a certain plant.

PrerequisitesMaintain all materials for your plants.

Procedure



SAP ECC menu Logistics Sales and Distribution Foreign Trade/Customs Information System Legal Control Monitoring Check of Customer Master Regarding Legal

Transaction code VI83


Business role BP: Customs Agent

SAP_BPR_CUSTOMSAGENT-S

Sales Manager


Business role menu BP: Customs Agent (SAP_BPR_CUSTOMSAGENT-S)

Foreign Trade Monitoring Check Customer Master/Legal Control

Sales Manager (SAP_BPR_SALESPERSON-E)

Sales Sales performance Check Customer Master/Legal Control

2. On the Foreign Trade: Consistency check customer master: Legal control screen, make the necessary entries to run the report as desired.

Result You receive a list of any missing data.



4.2.21 Backorders

UseAll orders still due for shipping are displayed in this list with order values. Note that the value is determined from the confirmed quantities of the order items.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Orders Display Backorders

Transaction code V.15




Business role menu Sales Sales performance Display Backorders

2. On the Backordersl screen, make the necessary entries to run the report as desired.

Result You can choose the view in the list criteria (list variant):

1. Monthly overview: The confirmed order value in backlog is displayed in a monthly overview. The system takes the goods issue date to determine the month.

2. Customer view: Backorders are displayed and the customer specified.

3. Material view: Backorders are displayed and the material specified.

You can branch to document processing from the customer and material views.

4.2.22 Sales Support Monitor

UseYou can use the Sales Support Monitor to create lists of sales activities and sales promotions. You can use the lists to:

Create direct mailing campaigns or sales activities

Perform cross matching (checking for unnecessary sales activities)

Perform telesales or telemarketing activities

Procedure





SAP ECC menu Logistics Sales and Distribution Sales Support Information System List of Sales Activities

Transaction code VC05




Business role menu Sales Sales Performance Sales Support Monitor

2. On the Sales Support Monitor screen, make the necessary entries to run the report as desired.

Result You can manipulate the display of the list manually or using display variants. You can use all fields from the:

Sales activity

Direct mailing

Business partner master record

You can store the display of the list you create either as a standard or user-specific display variant. You can also define this variant as the initial variant for displaying lists in Sales Support.

4.2.23 Returns

UseThis analysis should be used if you want to access specific statistical data that is directly linked to a material, in this case Returns.

Procedure



SAP ECC menu Logistics Sales and Distribution Sales Information System Information System Material SIS: Material Returns, Selection

Transaction code MC+M




Business role menu Sales Sales performance SIS: Material Returns, Selection



2. On the Material Analysis: Returns: Selection screen, make the necessary entries to run the report as desired.

Result A list of Returns is displayed.

4.3 Materials Management and Procurement

4.3.1 General Analyses: Purchase Orders, Contracts and Scheduling Agreements, Quotation

Use

You can run analyses of certain purchasing documents and create various sum totals. For example, you can determine the order value for a single material over a certain period, or which purchasing organization is responsible for the largest portion of the total order value for all materials. Furthermore, you can compare several plants, purchasing groups, or vendors with each other.

There are three special reports for different purchase document categories:

Procedure for Purchase Orders



SAP ECC menu Logistics Materials Management Purchasing Purchase Order Reporting General Analyses

Transaction code ME80FN



SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting General Analyses (F)

2. On the General Evaluations screen, make the necessary entries to run the report as desired.

Procedure for Contracts and Scheduling Agreements



SAP ECC menu Logistics Materials Management Purchasing Outline Agreement Reporting General Analyses

Transaction code ME80RN





SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting General Evaluations for Contracts


Procedure for Request for Quotation



SAP ECC menu Logistics Materials Management Purchasing RFQ/Quotation Request for Quotation Reporting General Analyses

Transaction code ME80AN



SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting General Evaluations for RFQs


Result The basic list of all purchase orders within the selected criteria is displayed. From this list, you can switch between three views:

Header and item data

Schedule lines

Purchase order (PO) history

Choose Change view to switch between the individual views.

Purchase orders that have been put "on hold" are not taken into account in general analyses because the data they contain is incomplete.

4.3.2 List of Notifications

UseThere are a number of occasions when you will need system support in selecting notifications, tasks and items. For example, you may want to:

Change or display a particular notification, but do not know the number.



Change or display several notifications with particular characteristics.

Perform specific functions simultaneously for several notifications with particular characteristics.

Obtain an overview of all the notification tasks that fulfil certain criteria.

Obtain a list of all the notification items that fulfil certain criteria.

Procedure



SAP ECC menu Logistics Quality Management Quality Notification Info System Notification List

Transaction code QM11


Business role BP: Quality Specialist

SAP_BPR_QUALMGR-S

Business role menu Quality Management Quality Notifications Display List of Qual. Notifications

2. On the Display List of Qual. Notifications: Selection of Notifications screen, make the necessary entries to run the report as desired.

Result As a result of the search you obtain either:

A specific notification that the system offers directly for editing or displaying

A list of several notifications, from which you can select one or more notifications for editing or displaying

You can display the notifications in either a single or multi-level list.

4.3.3 Analysis of Purchase Order Values

UseYou can choose several options or combine several of the analyses:

Totals analysis

ABC analysis

Analysis using comparison periods

Frequency analysis

Procedure





SAP ECC menu Logistics Materials Management Purchasing Purchase Order Reporting Analysis of Order Values

Transaction code ME81N



SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting Analysis of Order Values

2. On the Analysis of Purchase Order Values screen, make the necessary entries to run the report as desired.

Result Totals analysis affords you an overview of the value of POs.

The ABC analysis allows you to determine the relative importance of the individual vendors in your vendor base. For example, it provides you with an overview of any changes that may occur in your relationships with vendors.

The analysis using comparison periods allows you to easily detect changes in purchasing activities. For example, you can determine how much was ordered from which vendor by which purchasing organization or purchasing group, and by how much the total order value of one period differs from that of a comparison period.

Use the frequency analysis to determine which net order values most frequently occur for which purchasing organization or vendor.

4.3.4 Purchase Order by Material

UseThe report lists the items in purchasing documents that contain a certain material or certain materials. Goods and invoice receipts that have already occurred are included in the list.

You can control the content and layout of the list by setting the scope of list. The scope of list determines whether additional information such as the PO history or changes to the item is to be included in the basic list or displayed in a subsidiary list.

Prerequisites

Appropriate data, in this case a purchase order or stock transport order, have been created in the system.

Procedure





SAP ECC menu Logistics Materials Management Purchasing Purchase Order List Displays By material

Transaction code ME2M


Business role Buyer

SAP_BPR_PURCHASER-S

Business role menu Purchasing Purchase Order Display Purchase Orders by Material

2. On the Purchasing documents for Material screen, make the necessary entries to run the report as desired.

Result You receive a printed list of all the stock transport and purchasing orders that satisfy your selection criteria.

From this list, you can switch between four views:


Changes

Delivery Schedule

Services

4.3.5 Purchase Order by Vendor

UseListing of purchase orders created for a particular vendor.

PrerequisitesAppropriate data, in this case a purchase order, have been created in the system.

Procedure



SAP ECC menu Logistics Materials Management Purchasing Purchase Order List Displays By vendor

Transaction code ME2L





SAP_BPR_PURCHASER-E

Buyer

SAP_BPR_PURCHASER-S

Business role menu Purchasing Manager (SAP_BPR_PURCHASER-E)

Purchasing Reporting Purchase Orders by Vendor

Buyer (SAP_BPR_PURCHASER-S)

Purchasing Purchase Orders Purchase Orders by Vendor

2. On the Purchasing documents per vendor screen, make the necessary entries to run the report as desired.

Result You receive a printed list of all the purchase orders that satisfy your selection criteria.

From this list, you can switch between three views:


Changes

Delivery Schedule

Services

4.3.6 Purchase Order by Document Number

UseListing of purchase orders created for a particular document number.

PrerequisitesAppropriate data, in this case a purchase order, have been created in the system.

Procedure



SAP ECC menu Logistics Materials Management Purchasing RFQ/Quotation Request for Quotation List Displays By RFQ Number

Transaction code ME4N





SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting RFQs by RFQ Number

2. On the Purchasing documents by documents number screen, make the necessary entries to run the report as desired.

Result You receive a printed list of all the purchase orders that satisfy your selection criteria.

From this list, you can switch between three views:

Changes

Delivery Schedule

Services

4.3.7 Purchasing Group Analysis

UseYou use this to answer a question like: How large is the order value of a purchasing group in relation to a particular vendor?

Procedure



SAP ECC menu Logistics Materials Management Purchasing Purchase Order Reporting Purchasing Information System Standard Analyses Purchasing Group

Transaction code MCE1



SAP_BPR_PURCHASER-E

Business role menu Purchasing Reporting Purchasing Group Analysis

2. On the Purchasing Group Analysis: Selection screen, make the necessary entries to run the report as desired.

Result A list with summarized data is displayed. You can double-click the entries to drill down the information.



4.3.8 Releasing Purchasing Documents

UseYou use this to approve purchasing documents.

PrerequisitesTo release a document, you need to know your release code.

Procedure



SAP ECC menu Logistics Materials Management Purchasing Purchase Order Release Collective Release

Transaction code ME28



SAP_BPR_PURCHASER-E

Business role menu Purchasing Approval Release Purchase Order - List

2. On the Release (Approve) Purchasing Documents screen, make the necessary entries to run the report as desired.

Result A list with all Purchasing Orders is displayed. You can double-click the entries to get more information.

4.3.9 Assigning and Processing Purchase Requisitions

UseYou use this for converting requisitions into external purchasing documents (purchase orders, contract release orders, scheduling agreement delivery schedules, RFQs), and the processing options thereby available to you:

Assigning means defining the desired source for each purchase requisition item

Further processing involves generating lists of requisitions that have been assigned or flagged as outlined above, and the subsequent creation of RFQs, purchase orders, or lines of delivery schedules under scheduling agreements.

Procedure





SAP ECC menu Logistics Materials Management Purchasing Purchase Requisition Follow-On Functions Assign and Process

Transaction code ME57


Business role Buyer

SAP_BPR_PURCHASER-S


Purchasing Purchase Requisitions Assign and Process Purchase Requisitions

2. On the Assign and Process Purchase Requisitions screen, make the necessary entries to run the report as desired.

Result A list of all selected purchase requisitions is displayed. You can choose the ones for assigning or further processing.

4.3.10 Stock Requirement List

UseYou use this list to display the current situation. Each time the stock/requirements list is called up, the system chooses the various MRP elements and displays the most up-to-date situation. You thus always see the current availability situation of the material in the stock/requirements list. Changes that are made after the planning date are displayed directly, so the list is therefore dynamic.

Furthermore you have two options for selecting data:

Individual Access: You want to display the stock/requirements situation for a particular material in the stock/requirements list.

Collective Access: You want to display the stock/requirements situation for a series of materials in the stock/requirements list.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment Stock Stock/Requirements List







Warehouse Manager


Business role menu Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S)

Production Planning MRP Stock/Requirements List - Individual Display

Warehouse Manager (SAP_BPR_WAREHOUSESPECIALIST-E)

Warehouse Management Warehouse Display Stock/Requirements Situation

2. On the Stock/Requirements List: Initial screen, make the necessary entries to run the report as desired.

Result In the stock/requirements list, the most up-to-date stock and requirements situation is displayed. Stock/requirements lists are not saved in a fixed state in the system, but are subject to change and only exist in the working memory.

A list of all selected purchase requisitions is displayed.

4.3.11 SC Stock Monitoring for Vendor

UseThe report creates a list of stocks of materials provided to a vendor, with the current stock situation, planned issues and planned receipts.

Procedure



SAP ECC menu Logistics Materials Management Purchasing Purchase Order Reporting SC Stocks per Vendor

Transaction code ME2O


Business role Buyer

SAP_BPR_PURCHASER-S



Warehouse Clerk



Purchasing Materials and Stock SC Stock Monitoring (Vendor)

Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)

Warehouse Management Shipping Monitoring Subcontracting Stock for Vendor

2. On the SC Stock Monitoring for Vendor screen, make the necessary entries to run the report as desired.

Result The list is initially aggregated, that is, the requirement and inward elements are shown as totals lines. You can also show the individual purchase orders, deliveries and so on.

All outward and inward elements are shown with their open quantity only. If, for example, 8 out of 10 units covered by a purchase requisition have already been ordered, the list only includes the remaining quantity of 2.

4.3.12 Vendor Analysis

UseA vendor analysis is useful if you need direct access to vendor-related data. You might wish to know, for example, which materials have been ordered from a particular vendor and in what quantity.

Procedure



SAP ECC menu Logistics Materials Management Purchasing Purchase Order Reporting Purchase Information System Standard Analyses Vendor

Transaction code MCE3


Business role Buyer

SAP_BPR_PURCHASER-S

Business role menu Purchasing Vendors Vendor Analysis (PURCHIS): Selection



2. On the Vendor Analysis (PURCHIS): Selection screen, make the necessary entries to run the report as desired.

Result You receive a list of all the vendors that satisfy your selection criteria. The list contains three columns with PO value, Invoice Amount and Order quantity. You can double-click every vendor or amount to get detailed information.

4.3.13 Mass Activation of Planned Changes for Vendor

UseYou use this to activate planned changes in the vendor master.

Procedure



SAP ECC menu Logistics Materials Management Purchasing Master Data Vendor Activate Planned Changes Batch Input Session

Transaction code MKH4


Business role Business Analyst Purchaser

SAP_BPR_PURCHASER-K

Business role menu Purchasing Vendors Activate vendors (batch input)

2. On the Mass Activation of Planned Changes for Vendor screen, make the necessary entries to run the report as desired.

Result The report creates a batch-input session containing the data of the vendors to be activated.

4.3.14 Material Document List

UseThis report provides you with a list of the material documents that were posted for one or more materials. You can display a material document from the output list.

You can choose whether you want to read a material directly from the database or from the archive. You can also display short documents for archived material documents from the database. The end of the document shows you how to define an additional field for the archived material documents and add it to the table MARI (Short documents for goods movements). You can only use data contained in the table MARI to choose and display short documents.



PrerequisitesYou need authorization to display material documents for all chosen. If you want to display value fields from the document, you also need authorization to display accounting documents for the relevant company code.

To read material documents from the archive, you have to archive them first.

To display short documents from the database, the short documents and the index table must have been created during archiving.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment List Displays Material Documents

Transaction code MB51


Business role Buyer

SAP_BPR_PURCHASER-S

Shop floor Specialist

SAP_BPR_SHOPFLOORSPECIALIST-K


Purchasing Materials and Stock Material Doc. List

Shopfloor Specialist (SAP_BPR_SHOPFLOORSPECIALIST-K)

Shop Floor Discrete Material Document List

2. On the Material Document List screen, make the necessary entries to run the report as desired.

Result From the output list, you can display the following by choosing Environment:

To go to the material document, place the cursor on a material document item and choose Material document.

If a purchase order is assigned to the material document, you can go to the purchase order by choosing Purchase order.

To call up the stock overview for the material in question, choose Stock overview.

To call up the accounting document, choose Accounting document.



By double-clicking the output list, you go directly to one of the following functions, depending on the field you choose:

Stock overview: double-click a header line.

Purchase order: double-click a purchase order number.

Purchase order item: double-click a purchase order item.

Document item: double-click the document item.

Material document: All other columns.

4.3.15 Displaying Warehouse Stocks of Material

UseYou use this report to display the total stock of a material (quantity and value) at plant and storage location level. If transit stocks or stock transfer stocks exist at plant level, the system totals these stocks and displays them in the column In Stock Transfer in a stock line without a storage location.

Note that in this report, the stock value of the warehouse stock is calculated using the following simplified formula:

Stock value = quantity x value/valuated stock

Therefore the stock value specified here only has informal characters and does not represent the actual stock value.

PrerequisitesYou need authorization to display material master data for all chosen plants. If you want to display stock values, you also need authorization to display accounting documents for the relevant company codes.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment Stock Warehouse Stock

Transaction code MB52


Business role Warehouse Monitoring


Business role menu Warehouse Management Inventory Control List of Warehouse Stocks on Hand

2. On the Display Warehouse Stocks of Material screen, make the necessary entries to run the report as desired.



Result A List of the warehouse stock is displayed. If you require more data and want a detailed evaluation, you can enhance the current layout or choose another existing layout via Settings Layout.

4.3.16 Accounting Documents for Material

UseYou use this to produce a list containing all accounting documents available for a selected material.

PrerequisitesYou require authorization to display accounting documents for all selected company codes.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment List Displays Accounting Document for Material

Transaction code MR51


Business role Accounts Payable Accountant 1

SAP_BPR_AP_CLERK-S1

Business role menu Accounts Payable Reporting Accounting Documents for Material

2. On the Accounting Documents for Material screen, make the necessary entries to run the report as desired.

Result A List of the accounting documents is displayed. The documents are sorted in descending order by the date and time entered for each material and valuation area.

When you place the cursor on a document number, you can display the accounting document by selecting Goto Document.

If you require more data and want a detailed evaluation, you can enhance the current layout or choose another existing layout via Settings Layout.



4.3.17 Material Documents with Reason for Movement

UseThe report chooses all of the material documents for which the Reason for movement indicator is set.

PrerequisitesAt plant level, you need authorization to display material documents. At company code level, you need authorization to display accounting documents.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment List Displays Reason for Movement

Transaction code MBGR




Business role menu Warehouse Management Warehouse Monitoring Displ. Material Docs. by Mvt. Reason

2. On the Material Docmts with Reason f. Mvt screen, make the necessary entries to run the report as desired.

Result A list of all goods movements is displayed for which at least one reason for movement has been specified. The items include the summarized data at movement type level, and the reason for the goods movement. The system totals the quantities and values from the individual documents. You can double-click every document to get detailed information.

4.3.18 Batch Analysis

UseStock key figures and movement key figures for batches can be evaluated (for example, goods issues and receipts).

Procedure





SAP ECC menu Logistics Materials Management Inventory Management Environment Inventory Controlling Standard Analysis Batches

Transaction code MCBR




Business role menu Warehouse Management Batch Batch Analysis

2. On the Batch Analysis: Selection screen, make the necessary entries to run the report as desired.

Result A list with summarized data is displayed. You can double-click the entries to drill down the information.

4.3.19 Availability Overview

UseBefore you start production, you have the option of checking whether all the material components production resources and tools (PRTs) assigned to a production order are available on the calculated requirements dates.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment Stock Availability Overview

Transaction code CO09


Business role Buyer

SAP_BPR_PURCHASER-S

Warehouse Manager





Purchasing Materials and Stock Availability Overview

Warehouse Manager (SAP_BPR_WAREHOUSESPECIALIST-E)

Warehouse Management Warehouse Display Availability Overview

2. On the Availability Overview screen, make the necessary entries to run the report as desired.

Result The system executes the availability check for the selected criteria. You see the available quantity from each receipt that can still be used to cover further requirements. Also the value specifies either the quantity received or the quantity required is displayed.

4.3.20 Plant Analysis

UseA plant analysis is useful if you need direct access to plant-related data, like data concerning goods movements and the current stocks at the time of a goods movement.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment Inventory Controlling Standard Analyses Plant

Transaction code MCBA




Business role menu Warehouse Management Inventory Evaluation and Monitoring Plant Analysis

2. On the Plant Analysis: Selection screen, make the necessary entries to run the report as desired.

Result You receive a list of all the plants that satisfy your selection criteria. The list contains four columns with Quantity of valuated stock issues, Valuated stock receipts quantity, Total usage quantity, Quantity of valuated stock. You can double-click the entries to get detailed information.



4.3.21 Material Analysis

UseA material analysis is useful if you need direct access to material-related data.

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment Inventory Controlling Standard Analyses Material

Transaction code MCBE




Business role menu Warehouse Management Inventory Evaluation and Monitoring Material Analysis

2. On the Material Analysis (INVCO): Selection screen, make the necessary entries to run the report as desired.

Result You receive a list of all materials that satisfy your selection criteria. The list contains three columns with Valuated stock receipts quantity, Quantity of valuated stock issues, Total usage quantity. You can double-click every vendor or amount to get detailed information.

4.3.22 ABC Analysis

Use

The ABC analysis allows you to classify materials according to their importance. The main criterion is either the usage value or the requirements value. The document evaluations also can carryout an ABC analysis that is based on usage value or requirements value.

The usage value is calculated by using the usage value that is valuated with the current price taken in the period to analyze.

The requirements value (issues in the future) is derived from the requirements of the MRP (customer orders, dependent requirements) valuated with the price that was saved in the material master.

The results of the ABC analysis are divided into three categories:

A materials: important, high usage/requirements value

B materials: less important, medium usage/requirements value



C materials: relatively unimportant, low usage/requirements value

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment Inventory Controlling Environment Document Evaluations ABC Analysis By Usage

Or By Requirement

Transaction code MC40 or MC41




Business role menu Warehouse Management Inventory Evaluation and Monitoring Plant Analysis INVCO: ABC Analysis of Usage Values

Or INVCO: ABC Analysis of Reqmt Values

2. On the Usage/Requirement -Based ABC Analysis screen, make the necessary entries as desired.

Field name Description User action and values Comment

Objects to analyze

All plants cumulated

carrying out the analysis for all plants

Plant Key uniquely identifying a plant.

Example: 1000 To specify the desired selection criterion in the field Plants

Period to analyze

Number of days(past)

Number of days in the period to analyze.

Default: 90 Any period can be selected for the analysis

Area to analyze

Material Default: Blank You can restrict the area of the analysis to certain materials.

Including MRP consumption

Default: Checked

Analysis


sapevent:DOCU_LINK%5CDS:GLOS.plant


Field name Description User action and values Comment

strategy

Usage value(in %)

Default:70/20/10 You allocate a percentage of the total usage or total requirements value to the A, B, and C items

Update ABC ind. in background processing mode

Default: Unchecked Updating of ABC ind. only possible in the background

3. Choose Execute. You will see the list of the materials, the list of materials shows in the single-line display for every material number the short text, the ABC indicator that is newly given by the analysis, and the ABC indicator from the material master.

4. Choose Save or Copy ABC indicator..

If you want to execute the analysis as a background job, select Program Execute as a background job.

Copying the ABC indicator into the material master can be done from the selection screen only with background processing. You can, however copy the ABC indicator online from the results.

Result The ABC indicators in the list of materials master have been set with new ABC indicator.

4.3.23 Consignment and Pipeline Settlement

UseThe use of consignment and pipeline settlement reduces the cost of stock holding in the company by:

Reducing the flow of paper and administration work

Minimizing transport costs by using collective transports

Procedure



SAP ECC menu Logistics Materials Management Inventory Management Environment Consignment Consignment from Vendor Liability



Transaction code MRKO


Business role Accounts Payable Manager

SAP_BPR_AP_CLERK-K

Business role menu Accounts Payable Periodic and Closing Activities Settle Consignment/Pipelines Liabs.

2. On the Consignment and Pipeline Settlement screen, make the necessary entries to run the report as desired.

Result You receive a list of all the records that satisfy your selection criteria.

4.3.24 Collective Conversion

UseIf the start date of a planned order lies in the opening period, you must arrange the procurement. For materials procured externally, you should convert the planned order into a purchase requisition.

Procedure



SAP ECC menu Logistics Materials Management Material Requirements Planning (MRP) MRP Planned Order Convert to Pur. Req. Collective Conversion



Business role Strategic Planner


Business role menu Strategic Planning Long-Term Planning (LTP) Collective Conversion Of Plnd Ordrs.

2. On the Collective Conversion of PlndOrd.to Pur.Req.: Initial screen, make the necessary entries to run the report as desired.

Result A list of all possible planned orders that satisfy your selection criteria is displayed.



4.4 Service

4.4.1 Service Notifications

UseYou can generate a list of service notifications or maintenance notifications using this report. You can use this list to

search for a notification whose number is unknown

acquire an overview of notifications with particular characteristics

further process notifications with particular characteristics

perform status changes for several notifications simultaneously

Procedure



SAP ECC menu Logistics Customer Service Service Processing Notification List Editing Display

Transaction code IW59


Business role Service Agent

SAP_BPR_SERVAGENT-S

Service Employee


Business role menu Service Agent (SAP_BPR_SERVAGENT-S)

Service Processing Notifications Display Service Notifications

Service Employee (SAP_BPR_SERVEMPLOYEE-S)

Customer Service Service Processing Display Service Notifications

2. On the Display Service Notifications: Selection of Notifications screen, make the necessary entries to run the report as desired.

Result You receive a list of all the notifications that fulfil the selection criteria you have specified. The basic list contains the notification number and the date on which the notification was created as well as a description of the notification.



4.4.2 Service and Maintenance Orders

UseYou use this to print a list of orders, with the option of being able to change some field entries.

Procedure



SAP ECC menu Logistics Plant Maintenance Order Order List Display

Transaction code IW39


Business role Service Employee


Business role menu Customer Service Service Processing Display PM orders

2. On the Display PM orders: Selection of Orders screen, make the necessary entries to run the report as desired.

Result You receive a printed list of all the orders that satisfy your selection criteria. The basic list contains the order number, order type, basic start date and the short text for all the orders selected.

4.4.3 Equipment List

UseYou use this to output a list of equipment. Equipment data comprises general data, serial number data, location data, maintenance data and sales/distribution data. You can use an equipment list to:

Search for a piece of equipment whose number you do not know

Compile a list of equipment based on particular criteria

Perform collective processing for pieces of equipment with particular characteristics

Procedure



SAP ECC menu Logistics Customer Service Management of Technical Objects



Equipment List Editing Display

Transaction code IH10


Business role Service Agent

SAP_BPR_SERVAGENT-S

Service Employee


Business role menu Service Agent (SAP_BPR_SERVAGENT-S):

Service Processing Technical Objects Equipment Selection

Service Employee (SAP_BPR_SERVEMPLOYEE-S):

Customer Service Service Planning Display Equipment

2. On the Display Equipment: Equipment Selection screen, make the necessary entries to run the report as desired.

Result The equipment list is displayed.

4.4.4 Cost Analysis

UseA cost analysis is useful if you need direct access to cost-related data.

Procedure



SAP ECC menu Logistics Customer Service Information System Standard Analyses Cost Analysis

Transaction code MCI8




Business role menu Product Cost Controlling Reporting Plant Maintenance Order: Cost Analysis



2. On the Cost Analysis: Selection screen, make the necessary entries to run the report as desired.

Result You receive a list of order types that satisfy your selection criteria. The list contains information about the number of orders, the number of unplanned or complete orders. You can double-click every entry to get detailed information.

4.4.5 Scheduling Overview

UseYou use this to generate a scheduling overview in the form of a list for maintenance plans.

Procedure



SAP ECC menu Logistics Plant Maintenance Information System Report Selection Maintenance Planning Maintenance Scheduling Overview

Transaction code IP24


Business role Maintenance Employee

SAP_BPR_MAINTENANCE-S

Service Employee


Business role menu Maintenance Employee (SAP_BPR_MAINTENANCE-S)

Product Maintenance Planning Scheduling overview list form

Service Employee (SAP_BPR_SERVEMPLOYEE-S)

Customer Service Service Planning Scheduling overview list form

2. On the Scheduling overview list form: Selection Criteria screen, make the necessary entries to run the report as desired.

Result You receive a list of all the maintenance plans that fulfil the selection criteria you have specified.



The list contains, for example, the number of the maintenance item and maintenance plan, and, if necessary, the maintenance strategies, maintenance item description, call number, start date.

You can call up the maintenance plan, maintenance item, graphical scheduling overview or the maintenance call objects generated for the maintenance plan from the list.

4.5 Production

4.5.1 Production Order Information System

UseThe order information system is a tool for shop floor control and process industries with reporting functions for production orders, planned orders and process orders. Evaluations take place - as with the IOC logical database, via the original order tables.

Procedure



SAP ECC menu Logistics Plant Maintenance Maintenance Processing Capacity Requirements Planning Leveling General Requirements Production Order Information System Order Information System

Transaction code COOIS




Manufacturing



Production Planning Monitoring Production Order Information System

Manufacturing (SAP_BPR_SHOPFLOORSPECIALIST-S)

Shop Floor Repetitive Production Order Information System

2. On the Production Order Information System screen, make the necessary entries to run the report as desired.

Result



You can view all the orders in the system, including the orders with deletion flags or deletion indicators. Archived orders are not taken into account.

The order information system has the following display options:

In an individual object list, a list is generated for the selected object (for instance, order header, operation, and component). You can define the structure and appearance of the individual object list with a layout.

On the object overview the individual orders are displayed with their subordinate objects in a hierarchical structure. With an overall profile, you can define which fields are displayed and which objects (order headers, items, sequences, and so on) are read or displayed. In addition, you can define which fields are displayed for the individual objects.

4.5.2 Missing Parts Info System

UseYou can use the missing parts information system to display the missing parts list for a selection of materials, or for all materials. You can also restrict your selection of missing parts according to a specific plant, MRP controller or requirements date.

You can branch directly from the missing parts list into backorder processing for the material. When you call up backorder processing, the system recalculates the ATP quantity (Available To Promise) of the material. It then displays the stock/requirements situation of the material(s), the quantities that have been committed to orders, reservations, and so on, as well as the cumulative ATP quantity. If individual requirements exist for sales orders, the system displays these separately.

Procedure



SAP ECC menu Logistics Production Shop floor control Information system Missing parts info system





Business role menu Production Planning Display Master Data MissingPartsInfoSyst

2. On the MissingPartsInfoSyst screen, make the necessary entries to run the report as desired.

Result A profile determines what data is displayed on the missing parts list and how it is displayed. The SAP System contains two standard profiles. They sort the missing parts list according to order number or material number. You can, however, define your own profiles in Customizing for Shop Floor Control.



4.5.3 Capacity Planning

UseYou can use capacity evaluations to analyze capacity loads in your company. You can adjust the analyses for each user according to the planning level, planning horizon and the area of responsibility. Available capacities and capacity requirements can be selected according to various criteria and cumulated using any period split you choose.

You can use work center hierarchies to cumulate the available capacities of production work centers and their capacity requirements to superior planning work centers.

Procedure



SAP ECC menu Logistics Production – Process Process Order Environment Process Planning Evaluation Resource view Load

Transaction code CM01




Strategic Planner



Production Planning Monitoring Capacity Planning

Strategic Planner (SAP_BPR_STRATEGICPLANNER-S)

Strategic Planning Supply & Demand Planning Cap. planning, work center load

2. On the Capacity Planning: Selection screen, make the necessary entries to run the report as desired.

For different types of Capacity Planning you can also use the Transactions CM02 (Process order), CM03 (Pool), CM04 (Backlog) and CM05 (Overload).

Result In the capacity evaluation you can display the planned capacity requirements and the remaining capacity requirements.



4.5.4 Long-Term Capacity Planning

UseLong-term capacity planning gives you an overview of future plans for production and procurement. You can plan several versions of the demand program using a simulated planning run and check the result using special evaluations. The planning run as well as the evaluations in long-term planning is separated from the tools in Materials Requirements Planning because long-term planning involves planning in simulation. Entries are made in a special planning file for long-term planning as well as simulated capacity requirements for long-term planning. The handling and functionality of long-term planning differ from that of capacity planning but not from that of material requirements planning. Therefore the description of the capacity planning functions in MRP is also valid for long-term planning.

Procedure



SAP ECC menu Logistics Production - Process Production Planning Long-Term Planning Evaluations Capacity requirements Work centers

Transaction code CM38




Business role menu Strategic Planning Long-Term Planning (LTP) Capacity Planning

2. On the Capacity Planning: Selection screen, make the necessary entries to run the report as desired.

Result In the capacity evaluation you can display the planned capacity requirements and the remaining capacity requirements.

4.5.5 Long-Term Planning: MRP List

UseYou use this for simulation purposes only. You can compare the long-term planning stock/requirements list with the operative stock/requirements list for the selected material.

Procedure





SAP ECC menu Logistics Production - Process Production Planning Long-Term Planning Evaluations MRP list - material

Transaction code MS05




Business role menu Strategic Planning Long-Term Planning (LTP) Long-term planning: display MRP list

2. On the Long-Term Planning: MRP List: Initial screen, make the necessary entries to run the report as desired.

Result The simulation for the MRP-list is displayed.

4.5.6 Changing Plan

UseYou use this to change existing Sales and Operations Planning Versions.

Procedure



SAP ECC menu Logistics Production SOP Planning For Product Group Change

Transaction code MC82




Business role menu Strategic Planning Supply & Demand Planning Sales and Operation Planning

2. On the Change Plan: Initial screen, make the necessary entries to run the report as desired.

Result



The selected planning version is displayed.

4.5.7 Evaluation of Product Group Planning

UseYou can use this to evaluate the product group planning.

Procedure



SAP ECC menu Logistics Production - Process Production Planning MPS Evaluations Situation - Prod.Grp





Business role menu Production Planning Display Master Data Product Group Planning Evaluation

2. On the Evaluation of Product Group Planning screen, make the necessary entries to run the report as desired.

Result The planning situation for the chosen product group is displayed.

4.5.8 Selection: Plan/Actual/Variance

UseVarious evaluations are available for you to use when analyzing and monitoring commercial data. This means you can run recurring standard reports and create reports for more unusual information needs and tasks. You can analyze all data online as soon as it is entered and trace its origin back to the document level.

Procedure



SAP ECC menu Logistics Project System Information System Financials Costs Plan-Based Hierarchical Plan/Actual/Variance





Business role Project Manager


Business role menu Project Management Project Reports Selection: Plan/Actual/Variance

2. On the Selection: Plan/Actual/Variance screen, make the necessary entries to run the report as desired.

Result The evaluation is displayed.

4.5.9 Costs/Revenues/Expenditures/Receipts


Procedure



SAP ECC menu Logistics Project System Information System Financials Costs/Revenues/Expenditures/Receipts





Business role menu Project Management Project Reports Costs/Revenues/Expenditures/Receipts

2. On the Selection: Costs/Revenues/Expenditures/Receipts screen, make the necessary entries to run the report as desired.




4.5.10 Actual/Plan/Variance Absolute/ Variance %


Procedure



SAP ECC menu Logistics Project System Information System Financials Costs Plan-Based By Cost Element Actual/Plan/Variance Absolute/ Variance %





Business role menu Project Management Project Reports Act/Plan/Variance Abs./% Var

2. On the Act/Plan/Variance Abs./ % Var.: Selection screen, make the necessary entries to run the report as desired.


4.5.11 Order Progress Report

UseWhen you work with the order progress report, you can

Choose the individual objects in the report in a flexible manner

Adapt the contents and the presentation of the report (for example, include hierarchy levels later)

Execute functions (for example, convert planned orders)

Go to object maintenance (for instance, Change production order)

Procedure





SAP ECC menu Logistics Production MRP Evaluations Order Progress





Business role menu Production Planning Display Master Data Order Progress Report

2. On the Order Progress Report: Selection screen, make the necessary entries to run the report as desired.

Result A progress report can be displayed for more than one sales order or a WBS element. The requirement elements and procurement elements are displayed.

If you want to display all objects for a sales order, enter the sales order with item number. By entering a material or production order, you can further limit the number of objects displayed.

If you want to display objects from the Project System, you have to choose a network or a material. The selected object (network or material) must be assigned to a WBS element. Depending on what you have entered, a structure is displayed, from which you can select a network or material.

4.5.12 Displaying Production Order Confirmation

UseYou use this to display the confirmations of production orders.

Procedure



SAP ECC menu Logistics Production Shop Floor Control Confirmation Display



Business role Shop Floor Specialist


Business role menu Shop Floor Discrete Display Production Order Confirmation



2. On the Display Production Order Confirmation: Initial screen, make the necessary entries to run the report as desired.

Result If several confirmations exist, the system branches to an operation overview containing the confirmations. Choose one or more confirmations. If you choose more than one confirmation then you can switch between confirmations in the detail display. You can print the operation overview and define a user-specific layout for it (column selection and sorting).

If only one confirmation exists, the system branches directly to the detail screen for the confirmation.


Date post:	07-Mar-2015
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