销售信息系统 (SIS)

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Sales Information System (销售信息系统)

ℹ️Scope
This note covers the Sales Information System (SIS) for SD reporting and analysis.

What is SIS?

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SIS = Sales Information System = SD reporting and analysis tool

SIS is a component of the Logistics Information System (LIS) that provides comprehensive reporting and analysis capabilities for Sales and Distribution data.

SIS Architecture (SIS架构)

Data Flow

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┌─────────────────────────────────────────────────────────┐
│                  SIS DATA FLOW                          │
├─────────────────────────────────────────────────────────┤
│                                                           │
│  SD Documents                                              │
│  ┌──────┐ ┌──────┐ ┌──────┐ ┌──────┐                    │
│  │Order │ │Deliv │ │Bill  │ │Retrn │                    │
│  └───┬──┘ └───┬──┘ └───┬──┘ └───┬──┘                    │
│      │        │        │        │                        │
│      └────────┴────────┴────────┘                        │
│                      │                                   │
│                      ▼                                   │
│              Update Groups                               │
│              ┌──────────┐                                │
│              │ Update    │                                │
│              │ Rules     │                                │
│              └─────┬────┘                                │
│                    │                                     │
│                    ▼                                     │
│              Info Structures                             │
│              ┌──────────┐                                │
│              │ LIS      │                                │
│              │ Tables    │                                │
│              └─────┬────┘                                │
│                    │                                     │
│                    ▼                                     │
│              SIS Reports                                 │
│              ┌──────────┐                                │
│              │ Standard │                                │
│              │ Reports  │                                │
│              └──────────┘                                │
│                                                           │
└─────────────────────────────────────────────────────────┘

Key Components (关键组件)

1. Update Groups (更新组)

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Update Group = Controls which data is updated to LIS
Update Group Description Usage
01 Order update Updates LIS from sales orders
02 Delivery update Updates LIS from deliveries
03 Billing update Updates LIS from billing documents
09 Return update Updates LIS from returns
💡Update Control
  • Update groups are assigned in customizing
  • Controls which fields are updated to LIS
  • Can be at header or item level

2. Info Structures (信息结构)

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Info Structure = LIS table structure for storing SD data
Info Structure Description Key Fields
S001 Order data Customer, Material, Sales Org, Quantity, Value
S002 Delivery data Customer, Material, Plant, Shipping Point, Quantity
S003 Billing data Customer, Material, Sales Org, Billing Value
S012 Customer data Customer hierarchy data

3. Standard Analysis (标准分析)

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Standard Analysis = Predefined reports in SIS
Analysis Type Description
Customer Analysis Sales by customer, customer hierarchy
Material Analysis Sales by material, product group
Sales Org Analysis Sales by sales organization, sales area
Time Analysis Sales by period (day, week, month, year)

SIS Reports (SIS报表)

Report Types

Report Type T-Code Description
MC+1 MC01 to MC99 Standard SIS reports
MCSI - Interactive Sales Analysis
MB51 - Material movements (MM but relevant)

Common SIS Reports

Report Analysis Usage
MC.1 Sales by customer Customer performance analysis
MC.2 Sales by material Product performance analysis
MC.3 Sales by sales office Sales office performance
MC.4 Customer hierarchy Hierarchical sales analysis
MC.5 Material group Product group analysis

SIS Navigation (SIS导航)

Standard Analysis Navigation

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┌─────────────────────────────────────────────────────────┐
│              STANDARD ANALYSIS NAVIGATION                │
├─────────────────────────────────────────────────────────┤
│                                                           │
│  1. Selection Screen                                      │
│     ┌────────────────────────────────────┐               │
│     │ - Sales Organization                │               │
│     │ - Customer (or range)               │               │
│     │ - Material (or range)               │               │
│     │ - Date range                        │               │
│     └────────────────────────────────────┘               │
│                    │                                     │
│                    ▼                                     │
│  2. Drill-down Levels                                     │
│     ┌────────────────────────────────────┐               │
│     │ Level 1: Sales Org                 │               │
│     │   ├─ Level 2: Customer            │               │
│     │   │   └─ Level 3: Material        │               │
│     │   └─ Level 2: Material            │               │
│     │       └─ Level 3: Customer        │               │
│     └────────────────────────────────────┘               │
│                    │                                     │
│                    ▼                                     │
│  3. Display Options                                      │
│     ┌────────────────────────────────────┐               │
│     │ - Table view                       │               │
> │     │ - Graphic view                    │               │
│     │ - Pivot view                       │               │
│     └────────────────────────────────────┘               │
│                                                           │
└─────────────────────────────────────────────────────────┘

SIS Features (SIS功能)

1. Drill-Down Reporting (下钻报表)

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Drill-Down = Navigate from summary to detail
Level Example
Summary Total sales for company
Sales Org Sales by sales organization
Customer Sales by customer within sales org
Material Sales by material within customer

2. Interactive Analysis (交互分析)

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Interactive = User can change analysis parameters dynamically
Feature Description
Variable Selection Change selection criteria
Sort Sort by any column
Filter Filter by specific values
Export Export to Excel, etc.

3. Period Comparison (期间比较)

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Period Comparison = Compare sales across different periods
Comparison Type Example
Year-over-Year Current year vs previous year
Month-over-Month Current month vs previous month
Quarters Compare different quarters

SIS vs Business Warehouse (SIS vs BW)

Aspect SIS BW
Data Source Live SD documents Data Warehouse
Data Volume Limited Very Large
Update Real-time Batch updates
Complexity Simple reports Complex analysis
Cost Included in SD Separate license
Usage Operational reporting Strategic analysis
💡When to Use Which
  • Use SIS for: Day-to-day operational reporting, quick sales analysis
  • Use BW for: Strategic analysis, cross-module reporting, large data volumes

SIS Configuration (SIS配置)

Customizing Path

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IMG → Logistics Information System (LIS) → Sales Information System (SIS)

Key Settings

Setting Description
Update Rules Define which fields update to LIS
Info Structures Define LIS table structures
Field Catalog Available fields for analysis
Reports Define standard reports

SIS Data Analysis Examples (SIS数据分析示例)

Customer Analysis Example

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Question: Who are our top 10 customers by revenue?

Process:
1. Run MC.1 (Customer Sales Analysis)
2. Selection: Sales Org = 1000, Year = 2024
3. Sort by Net Value (descending)
4. Display top 10 customers

Result:
  Customer A: $1,200,000
  Customer B: $950,000
  Customer C: $800,000
  ...

Material Analysis Example

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Question: Which products have declining sales?

Process:
1. Run MC.2 (Material Sales Analysis)
2. Selection: Sales Org = 1000, Year = 2023-2024
3. Display by month
4. Identify materials with downward trend

Result:
  Material X: Jan $50K → Dec $30K (decline)
  Material Y: Jan $40K → Dec $45K (growth)

Summary Diagram

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┌─────────────────────────────────────────────────────────┐
│              SALES INFORMATION SYSTEM                   │
├─────────────────────────────────────────────────────────┤
│                                                           │
│  Input: SD Documents                                     │
│  ┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐           │
│  │ Orders │ │Deliveries│ │Billing│ │Returns │           │
│  └───┬────┘ └───┬────┘ └───┬────┘ └───┬────┘           │
│      └─────────┴──────────┴─────────┘                   │
│                      │                                  │
│                      ▼                                  │
│  Processing: Update Groups & Rules                      │
│  ┌──────────────────────────────────────┐              │
│  │ - Update Groups (01, 02, 03)        │              │
│  │ - Update Rules                       │              │
│  │ - Info Structures (S001, S002, S003) │              │
│  └──────────────────────────────────────┘              │
│                      │                                  │
│                      ▼                                  │
│  Storage: LIS Tables                                     │
│  ┌──────────────────────────────────────┐              │
│  │ S001: Order Data                     │              │
│  │ S002: Delivery Data                  │              │
│  │ S003: Billing Data                   │              │
│  └──────────────────────────────────────┘              │
│                      │                                  │
│                      ▼                                  │
│  Output: Reports & Analysis                             │
│  ┌──────────────────────────────────────┐              │
│  │ - MC.1: Customer Sales              │              │
│  │ - MC.2: Material Sales              │              │
│  │ - MC.3: Sales Office Performance    │              │
│  │ - Drill-down, Interactive, Export    │              │
│  └──────────────────────────────────────┘              │
│                                                           │
└─────────────────────────────────────────────────────────┘
  • [[08-Analysis/Lists-Reports]] → Lists and reports
  • [[08-Analysis/Business-Warehouse]] → Business Information Warehouse
  • [[08-Analysis/Practice-13-15-Analysis]] → Practice exercises
  • [[08-Analysis/Practice-13-15-Analysis]]