SAP Sales Information System

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SAP Sales Information SystemSAP Sales Information System (SIS) is part of the Logistics Information System (LIS). Like its brothers, SAP Sales Information System consists of standard and variable analyses, planning information, early warning system, and the info library.

SAP Sales Information System uses the data of transactions in sales and distribution. It also uses various master data across the modules like customer, vendor, employee, and so on. We can utilize SAP Sales Information System as a decision-making tool in regard to sales trends and market development. To build a robust SIS, you will use info structures. Info structure will consume performance of SAP server, means it will affect the overall performance of your SAP ERP system, hence you need extra awareness by constantly monitoring the info structures; especially the ones that will burden the system.

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In this tutorial, we are going to learn how to activate standard analysis report and move to flexible analysis while reviewing different tools we can use to optimize these analyses. We are going to see how to check the consistency of info structures, the soul of SIS. SAP Sales Information System is the next level of reporting when reporting requirements cannot be met by the standard SAP SD reports.

Before we go into details, let’s get familiar with common terminologies that you will find.

Info structure

A short from Information Structure. It is a table of fields containing data from operative transactions that are exclusively used for analytics. SAP has its standard info structures ranging from S001 to S500.

Characteristics

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Characteristics are fields used to specify or limit the aggregated data by certain range that will be read during execution. Common characteristics which are often used include Sales Organization, Distribution Channel, or Sales Office.

Key Figures

Key figures are fields that store specific values related to the characteristics like sales volume or sales order quantity.

Period Unit

A reference that will determine in which time basis the data should be updated (daily, weekly, monthly, or any period.

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Standard Analysis

There are several standard analyses we can use; these analyses are based on individual info structures. Info structures are constantly updated in real time.

Customer Analysis

Customer analysis use info structure S001 for analyzing sales orders, deliveries, invoices, credit/debit memo, and returns. The selection criteria consists of sales area, material code range, and date range.

The table below lists some of the customer analysis that you can try.

Transaction Description
MC+I SIS: Customer Credit Memos – selection
MC+A SIS: Customer Return
MC+E SIS: Customer, Sales – selection
MC(A SIS: Incoming Orders – selection
MCTA SIS: Customer Analysis – selection

For this example, let’s call the transaction MCTA. Enter the selection parameter and click button.

Initial Screen of MCTA
Initial Screen of MCTA
MCTA Result
MCTA Result

Sales Organization Analysis

These analyses based on the info structure S003, with sales district, customer, and material as the key fields added to the sales area elements. Here is a list of sales organization analyses available in the standard system.

Transaction Description
MC+Y SIS: Sales Org. Returns, Selection
MC(I SIS: Sales Org. Incoming Orders, Selection
MC+6 SIS: Sales Org. Credit Memos, Selection
MC+2 SIS: Sales Org. Invoiced Sales, Selection

For this example, let’s call the transaction MC(I. Enter the selection parameters and click button.

Initial Screen of MC(I
Initial Screen of MC(I
MC(I Result
MC(I Result

Material Analysis

Material analysis use info structures S004. The table below lists all the material analysis

Transaction Description
MC+U SIS: Material Credit Memos, Selection
MC+M SIS: Material Returns, Selection
MC+Q SIS: Material, Sales – Selection
MC(E SIS: Material, Incoming Orders – Selection
MCTC SIS: Sales Org. Analysis – selection

For example, let’s call the transaction MCTC. Enter the selection parameters and click button.

Initial Screen of MCTC
Initial Screen of MCTC
MCTCI Result
MCTCI Result

Shipping Point Analysis

The shipping point analyses as listed in the table below use the info structure S005. The key fields for these analyses are Shipping Point / Receiving Point, Route, Forwarding Agent, and Destination Country.

Transaction Description
MC(U SIS: Shipping Point Deliveries Selection
MC-0 SIS: Shipping Point Returns, Selection
MCTK SIS: Shipping Point Analysis Selection

For this example, let’s call the transaction MCTK. Enter the selection criteria and click button.

Initial Screen of MCTK
Initial Screen of MCTK
MCTK Result
MCTK Result

Sales Employee Analysis

Sales employee analysis use info structure S006. Beside the sales area elements, the additional key fields are sold-to party, material, and sales employee.

Transaction Description
MC-U SIS: Employee – Credit Memos, Selection
MC-M SIS: Employee – Returns, Selection
MC-Q SIS: Employee – Sales, Selection
MC(Q SIS: Employee, Incoming Orders Selection
MCTI SIS: Sales Employee Analysis Selection

Sales Employee Analysis

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For this example, let’s call the transaction MCTI. Enter the selection criteria and click button.

Initial Screen of MCTI
Initial Screen of MCTI
MCTI Result
MCTI Result

Flexible Analysis

In order to meet your business requirements, you may need to customize the analysis. This approach called flexible analysis in SAP. There are two activities you need to create the flexible analysis: (1) create customized info structures and (2) create customized analysis which access the structure itself.

Create Customized Info Structures

If you decided to create customized analysis because the standard analysis doesn’t meet business requirements, then you first need to create the info structures.

Here are the steps you should follow:

1. Call the transaction MCS7.

  • Create a new evaluation structure and give it a description.
  • Click on the “DD table ref…” button.
Creating New Evaluation Structure
Creating New Evaluation Structure

2. Enter the reference table. It’s always a good practice to use the standard SAP table beforehand.

Referencing Table VBRK
Referencing Table VBRK

3. Click on the button and select the characteristic(s). When you finish, click on the button. The system will ask you for the confirmation of selection you made, agree and click “Copy”.

Select and Copy the Characteristics Given
Select and Copy the Characteristics Given
Confirm Characteristics Sequence
Confirm Characteristics Sequence

4. Now, do the same process for adding the key figures.

  • Click on the Key Figures button
  • Perform the selection
  • Click the copy + close button
  • Finish the process by click copy button
Select and Copy the Key Figures
Select and Copy the Key Figures
Key Figures to be Confirmed
Key Figures to be Confirmed

5. Once you finish with all the selections, proceed to performing generation of the evaluation structure as shown by the figure below.

Characteristics and Key Figures that Should be Generated
Characteristics and Key Figures that Should be Generated

6. The system will ask you whether you want to create a transport request for this modification or not. If you want to use this structure in the QA or Production systems, click yes; otherwise you could skip it.

A dialog Screen for Transport Request Confirmation
A dialog Screen for Transport Request Confirmation

7. Once saved, you can update and display the structure by calling transactions MCS8 and MCS9 respectively.

Evaluation Structure was Generated and Saved
Evaluation Structure was Generated and Saved

Create Customized Analysis

Using our custom info structure, we will create the customized analysis built around it.

1. Call transaction MCSA.

  • Enter the evaluation structure
  • Enter the evaluation key and its description
  • Press Enter
Enter Evaluation Structure, Name the Evaluation Key and Description
Enter Evaluation Structure, Name the Evaluation Key and Description

2. Now we are going to define the characteristics.

  • Click on the “Characteristics” button
  • Select the necessary selection list
  • Click the “Copy + Close” button
  • Confirm the selection list again by clicking the “Copy” button
An Example of Defining Characteristics
An Example of Defining Characteristics
Characteristics Confirmation Window
Characteristics Confirmation Window

3. Repeat the same steps for the key figures. After you click the “Copy” button, your screen will be similar to the one shown on the figure below.

Evaluation Definition
Evaluation Definition

4. To control behavior of each characteristic on the analysis screen, do the following:

  • Click on one of the characteristics and then click on the button
  • A new dialog box will pop out and you can make selection based on your requirements
  • Customize the screen based on your business requirement
Select One Option from Selection List
Select One Option from Selection List

5. You can go further in customization here by adding simple math operation(s).

  • Click on the key figures and click
  • Give the formula a new name and enter the math operation
  • For this example, we use gross value calculation
Insert Your Formula Here and Click Copy Afterwards
Insert Your Formula Here and Click Copy Afterwards

6. If you’ve done it correctly, the final result will be as shown below. Click on the button.

Save New Evaluation
Save New Evaluation

Execute Flexible Analysis

1. Call the transaction MCSG. Enter your evaluation structure along with the evaluation code. Press button.

Execute Evaluation – Initial Screen
Execute Evaluation – Initial Screen

2. The analysis selection list will be displayed. You can filter your selection here. Click on the to execute the evaluation.

Execute Evaluation – Selection Screen
Execute Evaluation – Selection Screen

3. The result will be similar as shown on the figure below. The characteristics and the key figures you designed prior will be reflected on this screen.

The Final Product of Your Customized SIS Analysis
The Final Product of Your Customized SIS Analysis

SAP Sales Information System Checks

Sometimes, you will find cases where SAP Sales Information System is not properly updated. You can run the standard transaction MCVCHECK01 which checks consistency of assignment of update group(s).

SIS Check - Initial Screen
SIS Check – Initial Screen
The Program will Check Assignments at Header and Item Levels
The Program will Check Assignments at Header and Item Levels

You have to select whether you want to run the check at the header or item levels. The reason is that the system will perform different checks as shown in the table below.

Header Level Item Level
All document types without an update group assigned to them All document types without an update group assigned to them
All customers with customer statistics group field empty All customers with customer statistics group field empty
Combinations of document type and customer for which the system is unable to determine an update group All item categories without an update group assigned
All materials with material statistic group field blank
The combination of above for which the system is unable to determine update group

Did you like this tutorial? Have any questions or comments? We would love to hear your feedback in the comments section below. It’d be a big help for us, and hopefully it’s something we can address for you in improvement of our free SAP SD tutorials.

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