2.7    Reporting on Inventory

This section will focus on reporting that is delivered with SAP S/4HANA in the IM module. These reports are provided via SAP Fiori apps to allow for quick access to the most needed IM information. It highlights reporting on inventory turns, material document reporting, inventory valuation reporting, and stock overview reporting.

2.7.1    Inventory Turnover Analysis

This Inventory Turnover Analysis app is used to analyze the turnover of materials in a selected plant and provides detailed information about materials that have turnover issues according to your turnover definition, depending on a specified time horizon.

This SAP Fiori app can display information in a standard table format (see Figure 2.47), bubble chart (see Figure 2.48), or scatter plot (see Figure 2.49) format.

In the tabular format, as shown in Figure 2.47, the report provides information about average inventory value, inventory turnover ratio for goods issue, coefficient of variance for goods issue, annual inventory turnover, average stock, inventory turnover period, and inventory value category.

Figure 2.47    Inventory Turn Analysis in Table Format

Figure 2.48    Inventory Turnover Analysis in Bubble Chart format

Figure 2.49    Inventory Turnover Analysis in Scatter Plot Format

2.7.2    Material Documents Overview

The Material Documents Overview app is used to generate a report of material documents posted for a specific period of time. You can execute this report based on stock changes (stock increase, stock decrease, transfer posting), stock type, plant, storage location, material, material document year, posting date, or document date (Figure 2.50). This report doesn’t include movement type, but you can leverage the stock change function to track stock increases or decreases.

Figure 2.50    Material Documents Overview App

2.7.3    Material Document List

The Material Document List app is used to find a list of material documents based on specific selection criteria. This SAP Fiori app mimics SAP Business Suite Transaction MB51 (Material Document List Display). This transaction allows the user to search for material documents via a number of search criteria such as material, plant, storage location, movement type, and posting date (as seen in Figure 2.51 and Figure 2.52).

Figure 2.51    Material Document List: Initial Screen

Figure 2.52    Material Document List Results Screen

2.7.4    Material Inventory Values

You can use the Material Inventory Values app to gain an understanding of the quantities and values of your material inventories for a key date. Depending on the role assigned, role users can perform the following tasks:

• View the inventory value and quantity sorted by company code, SAP General Ledger (G/L) account, material group, profit center, and segment (standard layout).
• Analyze the balance summary in detail with an extensive number of attributes such as plant, valuation area, material, and key figures. The key figures are a compilation of central characteristics, including inventory quantity and amounts in a maximum of three currencies.
• Filter the dimensions according to various criteria such as G/L account, material, and profit center.
• Analyze your material inventories according to various perspectives by grouping the dimensions in rows and columns.
• Visualize the results of the balance summary in the form of a graphic, a table, or a combination of both types.

2.7.5    Stock Overviews

A number of SAP Fiori apps are provided that offer stock overview reporting. The first is a stock overview that displays inventory information for multiple materials, the second is an app that shows inventory for a specific material across all plants, and the third is a replication of the standard Transaction MMBE in SAP Business Suite.

The first stock overview is the Stock - Multiple Materials app, which allows for the entry of numerous selection criteria and will list all materials that meet the criteria (see Figure 2.53).

Figure 2.53    Stock Overview Multiple Materials

The Stock - Single Material app requires the entry of a specific material and will display stock levels by batch and plant/storage location combination (Figure 2.54).

Figure 2.54    Stock Overview Single Material

The final stock overview is the Display Stock Overview app (see Figure 2.55). This app very closely resembles the Transaction MMBE for displaying stock information.

After the search criteria have been entered and the report executed, the results are displayed, as shown in Figure 2.56.

SAP has also enabled a number of cloud-only stock over and stock monitoring apps. The Overview Inventory Management App has been provided as a single app for inventory managers. It provides information such as stock value, warehouse throughput history, and recent material documents all on one dashboard display.

The slow or non-moving materials app is also used by inventory managers to monitor slow moving items and make disposition decisions, such as scrapping. It can also be used to help optimize warehouse space.

Figure 2.55    Stock Overview/Traditional MMBE: Initial Screen

Figure 2.56    Stock Overview/Traditional MMBE: Results Screen