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

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



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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



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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]



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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



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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



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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



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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



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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



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



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Issue

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?



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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



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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)



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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



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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





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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



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2 - Maintain Update Groups (cont.)

TxnOMOG

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

Update Groups> Maintain Update Groups



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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



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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



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3 - Maintain Update Rules (cont.)

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

! Maintain rules for! Key figures! Characteristics



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3 - Maintain Update Rules: Adjust Settings for Event VA

Txn

MC24



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3 - Maintain Update Rules: Adjust Settings for Event VC

Txn

MC24



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3 - Maintain Update Rules: Adjust Settings for Event VD

Txn

MC24



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3 - Maintain Update Rules: Update Source Table/Fields

Review the sourcetable and field forsales order andItem number



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3 - Maintain Update Rules: Save and Activate

• Save and activate the update rules

• Repeat this step for Update Group 2



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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)



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4 - Maintain and Assign Statistics Groups (cont.)

TxnOVRA

TxnOVRF

TxnOVRN



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• 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



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TxnOVRH

Sales document types Sales document item types

TxnOVRI



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TxnOVRK

Delivery types Delivery item types

TxnOVRL



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TxnOVRM

Billing document types



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4 - Mark Customers and Materials As LIS-relevant

Customer master:sales view

TxnXD02



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

Material master:sales 2 view

TxnMM02



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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



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

TxnOVRO

Header level

For combination of SalesArea, CustStatGrp and

SalesDocGroup



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Header level

Assign updategroups

Header level



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TxnOVRP

Item level

For combination of SalesArea, CustStatGrp,MtrlStatGrp, SalesDocGrp

and SalesItemGrp



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Item level

Assign updateGroups



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Step 6 - Activate the LIS Structure for Updating

TxnOMO1

Set the status to

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

Choose aperiodicity



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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!



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

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



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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



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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



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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



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Double-clickon S990

TxnMC30

Structuresupdated when asales order iscreated (VA01)



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Various keyfigures areupdated withthese values

di S i i l ( i i l)



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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 )



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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



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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

Tip

Copying the Test Data to Test Version ‘000’



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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 )



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

ProgramRMCSISCP

What We’ll Cover



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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 )



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Standard LIS Reports Drill down Analysis (cont.)

Standard LIS Reports - Analysis Tools



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Standard LIS Reports Analysis Tools

Standard LIS Reports - Top 10 Customers



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Standard LIS Reports Top 10 Customers

Standard LIS Reports - Top 10 Customers (cont.)



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Standard LIS Reports Top 10 Customers (cont.)

LIS vs. BW



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• 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



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g g

• 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



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• “ 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



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• 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.)



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• 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!



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How to contact me:Mitresh [email protected]

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