Article
Document Info structures in Sales and Distribution
Summary
This document captures the basic process flow of how an info-structure can be configured and used in sales and distribution.
Author: Ramya
Created On: 16th October, 2014
Author Bio: Ramya is a Consultant at Infosys & has over 2 years of professional work experience in SAP Sales and Distribution module. She is engineering graduate from Anna University & Post Graduate Diploma in Management from Birla Institute of Management Technology, Greater Noida.
This document describes how Info-structures can be configured and maintained for the purpose of sales/forecasting in Sales and Distribution. Some orders have been created to see how the data is updated in the info structure. Also, the concept of conditions and requirement routines that place restrictions on the infostructure update has been captured.
An information structure is a set of data that contains information (as a resultant of an operation) which is subsequently used for reporting and analysis.The standard SAP system has info structures from S001 to S500. Customizing of info structures can also be done. Number ranges for customizing info structure is from S500 to S999
The various steps involved in creation of an Info Structure are
Creating Field Catalogue
PATH : IMG->Logistrics general->Logistics Information System (LIS)-> Logistics Data Warehouse-> DataBasis->Field Catalog->Maintain self-defined field catalogs.Tcode : MC18
The Field Catalog is a set of fields that can be used in creating an info structure for determining the key figures and characteristics
PATH : IMG->Logistrics general->Logistics Information System (LIS)->Logistics Data Warehouse->Data Basis->Information Structures ->Maintain self-defined information structures . Tcode : MC21
PFB the sample of Info structure
The settings that needs to be maintained are
Structure
An information structure comprises of
Characteristics are the fields that are used in aggregation for the info structure (For example Plant, Material, Sales Organization etc...). The characteristics can be chosen by the Choose Characteristics option in the info structure. A pop up appears as shown below.
On clicking Copy + close, the chosen characteristics are displayed. Again copy must be clicked on. The characteristics will be reflected in the info structure.The number of Characteristics that can be assigned is limited to nine
Key figures are the fields that store the values that are updated during an operation and are used for analysis. For example Order quantity (Updated when an order is created for a particular material from a plant and sales organization), delivery quantity(delivery is created for the order) etc..The key figure that needs to be updated when the operation is carried out is chosen and copied. On copying, the data reflects in the info structure as shown below.
Every info structure has a period unit. Depending on the period unit, the key figure values are updated at regular intervals. The periods can be daily, weekly, monthly or any posting period of your choice. Generate Icon needs to be clicked in order to proceed.
Update group must be created for the statistics updating. This can be done in the path below
PATH : IMG->Logistics-general->Logistics Information System (LIS)->Updating->Updating Definition->Generate Definition using Update Groups->Maintain Update Groups
A record is created with description. App refers to the application(same as in info structure)
The update group is determined at sales order header and item level through the settings made for the same.
PATH : IMG-Logistics General-Logistics Information System- Updating-Updating Definition- General Definition using Update Groups
The update group is customized for the following combination
PFB a combination maintained for ZS610 update group.
If this condition is satisfied then the details will be updated in the sales order header. The sales order header is updated as per the combination maintained
The update group is customized for the following combination
PFB a combination maintained for ZS601 update group.
The sales order item level is updated as per the combination maintained
Creating Update Rules
The update rules determine how the key figures/characteristics in the info structure needs to be updated.
PATH : IMG->Logistrics general->Logistics Information System (LIS)->Updating->Updating Definition-> Specific definition using Update Rules->Maintain Update Rules.TCode : MC24.
Already existing update rule for Characteristics
After creating rules for all your key figures, go to Environment in the menu bar and choose activate updating.
Here the period split and updating for the info structures can be seen. On Double clicking the info structure, the period split and the updating (whether no updating is required or if the statistics update is made synchronously with the document update or if the statistics update is asynchronous) can be modified.
Set up LIS environment(Tcode : LBW0)
The info structure needs to be activated in the LIS environment through the transaction code LBW0
After this you can see the status of the info structure as active in MC23.
PATH : SBIW ->Setting for applications specific data source – logistics – Managing transfer information structure – setup of statistical data – applications specific setup of statistical data –perform statistical setup – sales. And distribution.
Choose activity, enter the info structure (S898), give name of the run, date of termination, time of termination, No. of tolerated faulty documents. Then execute.
After generating the following is updated in the LIS environment
Material 10076393 for the month of October is checked.Currently, there is no data for the material. Standard Order is created with Quantity 10 for the material. Delivery date in the order is 03.10.2014
The order and the cumulative order quantity gets updated for the month of October as shown below
Delivery created for the same
The same is getting reflected in the system under delivery quantity
Now the delivery is PGIed. The quantity now reflects in the Actual delivery quantity
There is a requirement set in the update rules for the delivery quantity and actual delivery quantity
The condition is
Delivery Quantity – Requirement Routine 961
Quantity gets updated if Good Movement Status = A or B
If material div = '6A'
If material group = 'COM'
If delivery type = 'LF'
UPDATE.
If delivery type = 'ZNL' or 'NL'
If supplying plant = 'NL02' AND (receiving plant = 'NL03' OR 'NLYP')
UPDATE.
Actual Delivery Quantity– Requirement Routine 961
Quantity gets updated if Good Movement Status = C. All the other conditions are as mentioned above for delivery qty. Now a material with material division ‘6A’ is taken for the testing.
An existing STO is picked up and the quantity is updated from 155 to 200 (Difference 45).
Delivery with delivery type ‘NL’ is created
For this STO, the supplying plant is NL01. Hence as expected it is not getting reflected in the info structure.
Standard Report for customized Info structure
There is a standard report that can be used as an analysis tool for custom defined info structures.
All the info-structures under the category gets populated.
S601 is selected and executed for the following months.
The result of the analysis is as shown below
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