Unit 9: Analyses for Sales and Distribution Processes SCM600

Lesson: Lists and Reports

Lesson Overview
This lesson explains list evaluation options.

Lesson Objectives
After completing this lesson, you will be able to:
• Use list processing to locate and evaluate information

Business Example
• IDES, Inc. reviews all areas of its business to identify opportunities to reduce
costs and improve efficiency.
• In order to ensure efficient sales order processing, open operations must be
identified quickly and detailed information from documents has to be listed
specifically.

Lists and Reports

Figure 121: Sources of SD Information

The Sales Information System (SIS) belongs to Sales and Distribution. With SIS,
you can compress data from sales documents to obtain information which will
help you make strategic business decisions. SIS contains standard analyses as well
as flexible analyses to help you evaluate statistical data.

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SCM600 Lesson: Lists and Reports

SAP provides list functions to create worklists in sales, delivery, picking, and
billing.
The Logistics Information Library allows you to integrate standard and flexible
analyses as well as your own reports. You can structure and enhance the
information library as you require.
In case the standard reports do not fulfill your requirements, you can use ABAP
queries to extract information from the database into a report.

Figure 122: Lists and Reports

The system provides lists to support the entire sales order management cycle.
Lists fall into two categories.
• Online lists:
Online lists display, for example, sales, delivery, or billing documents for a
customer, a material, or a combination of both.
Other online lists display documents with a status that requires processing.
• Worklists:
(for instance, all documents that are blocked for delivery)
Worklists allow you to select certain tasks in sales and distribution and to
process them afterwards. You select the tasks according to your area of
responsibility and to various selection criteria (such as date, organizational
element, or customer).

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Unit 9: Analyses for Sales and Distribution Processes SCM600

Figure 123: Example: List of Orders

Enter the information you want to use to restrict the options, on the selection
screen. The system then displays a list of the relevant documents.
You can edit the list further by:
• Using filter, sort, and sum up functions
• Adding or deleting additional fields (columns)
From the list, you can also:
• Display or change a sales order and return to the list
• Display status information (overall status, delivery status, and so on) for
each document

338 © 2006 SAP AG. All rights reserved. 2006/Q2

SCM600 Lesson: Lists and Reports

Figure 124: Example: Documents with a Specific Status

You can display document lists using the date and some additional selection
criteria. For example, you can:
• Display lists of the inquiries or quotations which are to be processed by a
specified point in time
• Display lists of all sales orders that still have to be delivered
• Display lists of the incomplete sales and distribution documents in which
important information for the subsequent process steps is missing

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Unit 9: Analyses for Sales and Distribution Processes SCM600

Figure 125: Processing Worklists

The system provides tools that you can use to process different worklists.
In the first step, you use specific criteria (for instance, date, responsible
organizational unit, and so on) to select from all documents that need to be
processed. By doing this, you can organize the organize the work to meet your
business requirements.
In the second step, the system processes this worklist. Tasks from various
reference documents can be grouped together appropriately and multiple tasks
from a previous document can be split into several documents.
The Delivery Due List and Billing Due List are just two examples of worklists.

340 © 2006 SAP AG. All rights reserved. 2006/Q2

SCM600 Lesson: Lists and Reports

Figure 126: Document Flow

The document flow is another online list function. It displays the history of
related documents.
Document flow tracks the progress of a sales order in order to respond to customer
inquiries. It shows all documents associated with the sales order.
You can select a document to display it and then return to the document flow.
You can also display the status of the entire document and of each line item.

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