6.12 Reporting Sales Order Management
This section will walk you through the standard SAP S/4HANA sales order management reports available using the new frontends integrated with SAP Fiori and embedded analytics.
The purpose of this section isn’t to cover the concept of embedded analytics in SAP S/4HANA in depth, but rather to show you the benefits and new levels of Business Intelligence maturity level (BI maturity level) of reports available in SAP S/4HANA Sales functionality. BI maturity level is explained in detail in Chapter 9.
6.12.1 SAP Fiori Artifacts in Sales Operations
The SAP S/4HANA system backend reports offer the traditional SAP transactions and screens on sales order management reports. It’s possible to assign access to these SAP S/4HANA transactions to end users. These transactions share the same names as SAP ERP transactions and also provide the same reports.
With the introduction of SAP Fiori artifacts and SAP S/4HANA embedded analytics, a new frontend is open to end users. This digital frontend is available to display not only in standard layouts such as laptops or desktops but also in mobile devices such as tablets or smartphones.
This SAP Fiori artifact also contains embedded analytics that not only provides the traditional lists of data from the traditional transactions but also opens the possibilities to analyze data in a graphical mode.
Classification of SAP Fiori Artifacts for Sales Order Management in SAP S/4HANA
The SAP Fiori artifacts are classified by business roles and by report functions in Table 6.6.
| Business Role | Report Function |
|---|---|
| Sales Manager | Sales Analytics |
| Sales Manager | Sales Information Display |
| Sales Manager | Sales Performance |
| Sales Representatives | Sales Order Processing |
Table 6.6 SAP Fiori Artifact Classification by Role and Report Function
The SAP Fiori artifacts can be assigned by the security roles of each end user without depending on their business roles and functions; therefore, if sales representatives in your organization need to check sales performance, this report will be available for this business role.
The new digital analytical capabilities offered in SAP S/4HANA allow your organization to adopt self-service analytics capabilities beyond the old predefined reporting approach that didn’t allow end users to react to constant business changes in their organizations.
The predefined SAP Fiori artifacts can be modified, or you can create your own following the development standards. Flexibility and agility are the main purposes of this new technology.
6.12.2 Sales Analytics
The SAP Fiori SAP_SD_BC_SALES_ANALYTICS is the name of the SAP Fiori sales analytics function. This artifact is prebuilt, standard, and calls for the report of all incoming sales orders and the sales volume. Figure 6.17 shows the SAP Fiori sales analytics tiles.
Figure 6.17 SAP Fiori Sales Analytics Artifacts
Sales Order Processing
The SAP Fiori Order Processing tile is another example of thee more complex new reporting available. This easy-to-navigate SAP Fiori tile, gives access to sales representatives to create, change, display, and list sales orders. In the same screen, an overview is provided of the status of sales orders, as well as user-defined issues to monitor and analyze.
Figure 6.18 shows the content of this tile. Note that, in this example, the end user added additional SAP Fiori tiles related to sales master data for an agile reference to information that supports the functions of the sales representative.
Figure 6.18 Sales Order Processing
The sales representative also can get a closer look at all the different sales orders and drill down from the Sales Order Fulfillment tile to a detailed report by Sales Order, Net Value of the Sales Order, Action in days, Customer Reference, and dates. This second report also can be adjusted according to specific end-user needs.
Figure 6.19 shows the drilldown capabilities.
Figure 6.19 Sales Order Fulfillment Detail View
The combination of SAP Fiori artifacts and SAP embedded analytics in SAP S/4HANA allows further analysis based on the end-user settings.
Following the example of the sales representative, Sales Order Fulfillment—Analyze Issues allows the identification of relevant issues by client, order, and type.
Figure 6.20 shows how the end user navigates from the Sales Order Fulfillment—Analyze Issues tile to the Analyze Issues graphic and drills down to a particular issue of orders not confirmed.
The SAP S/4HANA system offers more than a thousand different SAP Fiori tiles ready to use, in addition to all the custom tiles and reporting that your organization can create based on specific requirements.
Figure 6.20 Analyze Sales Orders
Analysis of Sales Margin and Profit Margin
You can also produce a variety of reporting based on revenue and profit margin. The flexibility of this reporting allows the reporting of sales volume and profit margins by any business classification or grouping.
The data architecture of the embedded analytics provides data by any sales semantic object, such as sales orders, sales contracts, billing documents, and so on.
Creating your own SAP Fiori artifacts to fulfill particular business requirements of your organization permit the use and integration of data semantic objects from any SAP S/4HANA functional area (e.g., the financial, purchasing, manufacturing, or transportation areas) and also data from third-party sources.
Figure 6.21 shows an example of an analysis of sales volume and profit margin at the sales organization level and customer level.
Figure 6.21 Sales Volume and Profit Margin by Sales Organization and Customer