List with 9 SAP S/4 HANA Fiori Apps for Analysis and Reports | SALES (SD)

[former_member690303]

Hi,

 

In this blog post I am going to talk about SAP Fiori Apps for Reporting/Analysis in the area of Sales.

Previously I talked about the SAP Fiori Apps for Reporting/Analysis for Sourcing and Procurement and Inventory Management, if you are interested to find more about this topic you can check the blog posts below:

• List with 16 SAP S/4 HANA Fiori Apps for Analysis and Reports | Sourcing and Procurement (MM)


• List with 9 SAP S/4 HANA Fiori Apps for Analysis and Reports | INVENTORY (MM)

 

Introduction 

SAP Fiori Apps is a group of accumulated cards of Apps, which represents the new user experience that assures that employees’ and managers have consistent, coherent, simple, and intuitive user experience.

The SAP Fiori Library is constantly expanding for both SAP S/4HANA on-premises and SAP S/4HANA cloud. The apps run on browser and work seamlessly on smart phone, tablet, and desktop. As a business process owner is requested to permanently improve the user experience. SAP S/4 Projects will use SAP Fiori and it is so different from the SAP ECC.

 

Objectives

• Gain an overview of SAP Reporting/Analytics Apps for Sales


• Explaining and presenting the basics of the most important SAP Reporting/Analytics Apps for Sales


• Make you familiar with the most important Apps that will help you to complete the business processes.

 

Main Part

I will bring to light the most important SAP Fiori Apps that can be used for Analysis / Reports for Sales and Distribution, I will explain in detail about their uses and scope. Let’s see below more details.

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The first app mentioned in this list is My Sales Overview, which provides information such as sales order data, performance figures, and quick actions using actionable cards in a dashboard format. An internal sales representative can use the app to search for, create, modify, or view sales information to improve reaction time and allows the user to act on the most important issues first.g

1. My Sales Overview, App ID F2200

Application Type	Analytical (SAP Fiori elements: Overview Page)
Form Factor	Desktop, Tablet

 

 

 

 

 

• Cards included in this app provide information on sales data, including open sales quotations and sales orders, blocked credit memo requests, customer returns, and customer information.


• Cards are displayed based on the roles assigned to your user and you can select which cards to display under Manage Cards in your user settings.


• You can filter the data displayed in the cards in one of the following ways:
  
  
  
  • Specify default sales area filters (Sales Org., Distr. Channel, and Division) under Default Values in your user settings.
  
  
  • Specify filter values in the filter bar of the My Sales Overview app.
  
  
  
  

My Sales Overview Cards

Card	Description
Customer Contacts	Displays a list of customer contacts, sorted by customer classification and customer. Direct access to the Customer - 360° View application by clicking on the customer’s name and allows you to display contact information for the customer by clicking on the customer contact link.
Open Sales Orders	Displays a list of sales orders that are still open and require processing, starting with the most recently changed or created sales orders. Direct access to navigate to the Manage Sales Orders app by clicking on the card header and allows you to display details of a sales order by clicking on it.
Customer Returns	Displays a list of customer returns, starting with the most recently changed or created customer returns and allows you to display details of a customer return by clicking on it. Permission to filter the displayed customer returns by status (the default is Active Returns). Direct access to the Manage Customer Returns app by clicking on the card header.
Blocked Credit Memo Requests	Displays a list of credit memo requests that are blocked for checking, starting with the most recently changed or created requests. Direct access to the Manage Credit Memo Requests app by clicking on the card header and allows you to display details of a credit memo request by clicking on it.
Open Sales Quotations	Displays a list of sales quotations that are incomplete, starting with the most recently changed or created quotations. Direct access to the Manage Sales Quotations app by clicking on the card header and allows you to display details of an open quotation by clicking on it.
Quick Actions	Provides shortcuts for creating sales documents, including: Sales Orders Sales Quotations Credit Memo Requests Customer Returns
Incoming Sales Orders	Allows you to select the length of the analysis period. By default, the last four months are considered as the current period. Displays a monthly comparison of incoming sales orders between the Current Period and the Previous Period, that is, the same period one year ago. Direct access to the Incoming Sales Orders - Flexible Analysis app by clicking on the graph. The user's currency is derived from the company code to which they belong.
Sales Quotation Pipeline	Displays sales quotations grouped by their expiry timelines. Direct access to the Manage Sales Quotations app by clicking on the card header and allows you to display quotations by clicking on their group.
Sales Order Fulfilment - Monitor Issues	Provides an overview of sales order fulfillment issues and allows you to display sales orders with fulfillment issues by clicking on the issue type. Direct access to the Sales Order Fulfillment - Resolve Issues app by clicking on the card header.

 

My Sales Overview App

 

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The second app that I will mention in this list is Sales Management Overview, as a sales manager role you can get a graphical overview of various sales data on analytical cards. Using this app, you can gain comprehensive insights into your current sales situation and respond quickly.

2. Sales Management Overview, App ID F2601

Application Type	Analytical (SAP Fiori elements: Overview Page)
Form Factor	Desktop, Tablet

Key Features

• Each sales topic is represented by a card. On the cards, you can view relevant sales KPIs


• Sales data is visualized in charts and lists


• You can filter results by various criteria, such as sold-to party and sales organization


• You can specify a preferred currency for displaying the results


• You can navigate to related apps to drill down into the data

The app provides the following cards:

Card	Description
Incoming Sales Orders	Indicates the total net value or the number of sales order items that are relevant for billing or delivery Displays the last four months and lets you compare them to the same period in the previous year Direct access to the Incoming Sales Orders – Flexible Analysis app for more details
Customer Returns	Indicates the total net value of customer return items that are relevant for billing or delivery Displays the last four months and lets you compare them to the same period in the previous year Direct access to the Customer Returns - Flexible Analysis app
Incomplete Sales Documents	Displays the total number of incomplete sales documents Displays the number of incomplete sales documents by document category as a percentage Direct access to the List Incomplete Sales Documents app to view the document and complete the data
Backorder Items	Displays the total number of backorder items Displays the four plants with the most backorder items Direct access to the Sales Volume – Backorders app for more details
Profit Margin	Indicates the difference between sales volume and costs Displays the sales volumes for the last four months and lets you compare them to their profit margins Direct access to the Sales Volume – Profit Margin app for more details
Blocked Sales Orders	Displays the total net value and the number of blocked sales orders by issue type Direct access to the Sales Order Fulfillment – Analyze Issues app for more details
Overdue Sales Orders	Displays the total net value and the number of overdue sales orders by issue type Direct access to the Sales Order Fulfillment – Analyze Issues app for more details

 

Sales Management Overview app

 

The next Fiori App I will talk about is Sales Performance - Plan/Actual. With this app, you can compare planned and actual sales on different dimensions, such as sales organization, customer, and material. By doing so, you can analyze to what extent your sales targets are being achieved and thus gain insights into your current sales performance.

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3. Sales Performance - Plan/Actual, App ID F2941

Application Type	Analytical (SAP Fiori elements)
Form Factor	Desktop, Tablet

You can select value plans to compare the planned and actual sales values, for more information about sharing sales plans with team, see Manage Sales Plans.

After a value plan is selected, the plan and actual data are compared as follows:

• Planned and actual values represent either incoming sales orders or sales volume, depending on what you have planned in the selected sales plan version


• Planned and actual values are compared by month, quarter, or year within the planned period, depending on how you have defined this in the selected sales plan version

You can display a hybrid view that visualizes the differences on a chart while displaying the details in a table. In addition, you can compare the planned sales volume to the actual net sales volume (sales volume minus credit memos).

You can drill down to further compare the plan and actual data. The drill-downs available to you are the dimensions that you have defined for the sales plan version.

You can select relevant data (for example, specific customers) from the chart and then navigate to related apps to show quotation conversion rates, contract fulfillment rates, and check open sales.

You can select quantity plans to compare the planned and actual quantities (Sales Performance – Plan/Actual - Quantity-Based). Planned and actual quantities represent either incoming sales orders quantity or sales volume quantity, depending on what you have planned in the selected quantity plan

Sales Performance - Plan/Actual app

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The next Fiori App is Customers Overview. With this app, you can get an overview of the sales data of one or more customers.

 

4. Customers Overview, App ID F4645

Application Type	Analytical (SAP Fiori elements)
Form Factor	Desktop, Smartphone, Tablet

You can use this app to:

• View various sales measures of customers represented by cards. The data is displayed in an easy-to-consume manner using charts and lists.


• Filter results by various criteria, such as sold-to party, sales organization, sales group, and so on.


• Specify a preferred currency for displaying the results. You must select the display currency and at least one sold-to party (customer) in order to see the corresponding sales data.


• Navigate to the related apps to drill down into the data.

The app displays the following cards:

Card	Description
Frequency of Sales Orders	Displays the average number of sales orders per month for the last 6 months. Displays the number of sales orders per month for the last 6 months in a chart. Direct access to the Manage Sales Orders app.
Incoming Sales Orders	Displays the average net value of sales orders per month for the last 6 months. Displays the net value of sales orders per month for the last 6 months in a chart. Direct access to the Manage Sales Orders app.
Open Sales Orders	Displays the list of sales orders that are not completed. This status is based on the Overall Status filter in the Manage Sales Orders app. The sales orders displayed are ordered by the requested delivery date. Direct access to the Manage Sales Orders app.
Rejected Sales Orders	Displays the total number of sales orders that are either partially rejected or fully rejected (Everything Rejected). This status is based on the Rejection Status filter in the Manage Sales Orders app. The data displayed in this card is only for the sales orders from the current year. Displays the number of partially rejected sales orders. Partially rejected sales orders are those where only some of its items are rejected. Displays the number of fully rejected sales orders. Fully rejected sales orders are those where all its items are rejected. Direct access to the Manage Sales Orders app.
Customer Returns	Displays the total number of items returned by customers for various reasons. The data displayed in this card is only for the items returned in the current year. Displays the number of items returned by customers for each reason. The reasons are ordered in the descending order of the number of items tagged against it. Direct access to the Customer Returns - Return Rate app.
Delivery Performance	Displays the delivery performance of sales orders over the last 6 quarters. Displays the quarterly data in a chart for the following key figures: Delivered as Requested: Includes sales order items that have been delivered by the customer's requested delivery date. Delivered as Committed: Includes sales order items that have been delivered by the committed delivery date.
Sales Volume / Profit Margin	Displays the sales volume against profit margin for the last 6 quarters in a chart. Direct access to the Sales Volume - Profit Margin app.
Sales Volume by Sales Area	Displays the net sales volume from all sales areas, which are assigned to the selected sold-to party, for the current year. A sales area is a combination of sales organization, distribution channel, and division. Displays the sales volume in each sales area, assigned to the selected sold-to party, for the current year in a chart. Direct access to the Sales Volume - Check Open Sales app.
Open Quotations	Displays the list of sales quotations that are not completed. This status is based on the Overall Status filter in the Manage Sales Quotations app. The sales quotations displayed are ordered by their validity. Direct access to the Manage Sales Quotations app by clicking on the card header to see details of all the open sales quotations. Allows you to navigate to the fact sheet of a specific sales quotation by clicking on it.

Customers Overview app

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The next Fiori App is Customer Returns - Flexible Analysis. With this app, you can analyze the monthly rolling trend of your customer returns based on flexible combinations of dimensions.

5. Customer Returns - Flexible Analysis, App ID F3889

Application Type	Analytical, BW Query used (SAP Fiori: Design Studio)
Form Factor	Desktop

Provide the following KPIs for analyzing customer returns:

• Customer Returns: Net amount of customer return items that are relevant for delivery or billing


• Return Item Quantity: Quantity of customer return items that are relevant for delivery or billing


• No. of Return Items: Number of customer return items that are relevant for delivery or billing


• Analyze the return rate of incoming sales orders


• Analyze customer returns by return reason


• Drill down further into a list of customer return items

Customer Returns - Flexible Analysis app

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The app Order-to-Cash Performance - Overview enables process managers and process owners to get a quick overview of issues and the current and past performance of the order-to-cash process without having to open many different reports and transactions. All relevant information is shown on a single page in an attractive and efficient way.

 

6. Order-to-Cash Performance - Overview, App ID F2242

Application Type	Analytical Analytical (SAP Fiori elements: Overview Page)
Form Factor	Desktop, Tablet

Activities you can perform with the help of the app:

• Track delivery blocks or billing blocks


• Detect changes made to critical fields of a sales order


• Monitor lead times (for example, order to delivery or goods issue to billing)

The overview page enables process managers and process owners to get a quick overview of issues, and the current and past performance of the order-to-cash process without having to open many different reports and transactions. All relevant information is shown on a single page, which is visualized using cards for multiple types of content. On clicking a card all relevant data is displayed. You can use the interval drop-down to view data for a different time range.

Order-to-Cash Performance - Overview app

 

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Further, the app that I am going to talk about is Sales Volume - Check Open Sales, with which you can check sales volume in comparison with previous months, with the additional insight of open orders and open deliveries for the current month, in comparison with previous months. The app enables you to see briefly how the current month’s sales volume relates to the previous month and helps you to identify where you can take action in order to increase your sales volume.

7. Sales Volume - Check Open Sales, App ID F2270

Application Type	Analytical (SAP Fiori: SAP Smart Business generic drill down app)
Form Factor	Desktop, Tablet

You can use the app to do the following:

• Filter according to various criteria, such as sales organization, month of billing or year of billing, sold-to party, product, sales document, and so on


• Display and analyze the key figures as a chart or a table

• Drill down to view detailed information for selected sales organizations, products, sales documents, customer group, sold-to parties, and so on.


• Navigate to the object pages (for example, for customer, various sales documents, and product) for further information


• Navigate to related apps via the mini tiles at the top of the screen


• Navigate to the Sales Order Fulfillment - Analyze and Resolve Issues app

The app uses the following key figures:

Key Figure	Description
Sales Volume	The total invoiced sales achieved during a specified period. This is based on invoice items or debit memo items (debits) that have not been canceled.
Credit Memos	The total amount of credit memos during a specified period. This is based on credit memo items (credits) that have not been canceled.
Profit Margin	The difference between sales volume and costs
Credit Memo Profit Margin	The difference between credit memos and costs
Net Sales Volume	Sales volume minus credit memos
Net Profit Margin	Profit margin minus credit memo profit margin
Net Sales Cost	Costs of sales volume minus costs of credit memos The following are some examples of possible sales processes: 1. Sell-from-Stock: In this case, the cost is usually taken from a condition, which is filled from the material valuation in the product master or, in the case of billing, the goods issue. 2. Third-Party: In this case, the cost is usually taken from a condition, which is filled from the material valuation in the product master or, in the case of billing, the invoice receipt. 3. Intercompany: In this case, the cost is usually taken from a condition record of an intercompany price.
Open Orders	Confirmed sales orders for which a delivery document has not yet been created in the period of the planned billing date (goods issue date). In this case, the net amount of the confirmed schedule lines is shown. In the case of unconfirmed or partially unconfirmed sales orders, the net amount of the not yet confirmed requested schedule line is shown, and the billing date defines the analysis period, for example, month, in which the schedule line is displayed. Scheduling agreements with release are not considered in the calculation of open orders.
Open Billing Requests	Sales documents which are relevant for invoicing, but which have not yet been invoiced in the context of debit memos, for example, debit memo requests or sales orders with billing plans
Open Credit Memo Requests	Returns or credit memo requests for order-related invoicing which have not yet been invoiced
Overall Open Orders	Orders that have been confirmed for delivery, but for which a delivery document has not yet been created (Open Orders), orders which are relevant for invoicing but have not been fully invoiced (Open Billing Requests), or orders which include a billing plan, but in which a customer invoice has not yet been created in the period of the planned billing dates (Open Orders for Billing Plans)
Open Deliveries	Deliveries in which a delivery quantity is not fully invoiced
Deliveries Shipped But Not Invoiced	Deliveries in which a goods issue is posted, but not fully invoiced

Sales Volume - Check Open Sales app

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The app Sales Volume - Flexible Analysis can be used to gain an understanding of the monthly sales volume.

8. Sales Volume - Flexible Analysis, App ID F1250

Application Type	Web Dynpro
Form Factor	Desktop

Key Features

• You can view the key figures as a graphic or a table on a monthly basis.


• You can drill down to view detailed information for selected sales organizations, sold-to parties, bill-to parties, and so on.


• You can filter the items according to various criteria, such as year/month, sales organization, sold-to party, and bill-to party.


• You can change the displayed ID or description.


• You can save your selection as a variant.

The app provides the following key figures:

Key Figures	Description
Net Value	The total net value of items in billing documents
Sales Volume	The total invoiced sales achieved during a specified period. This is based on invoice items or debit memo items (debits) that have not been canceled.
Sales Volume Qty	The total quantity of invoice items or debit memo items (debits) that have not been canceled
Cancellations	Canceled sales volume. Cancellation documents are not considered at all.
Profit Margin	The difference between sales volume and costs
Credit Memos	Net value of items in credit memos. This is based on credit memos that have not been canceled.
Credit Memo Profit Margin	The difference between credit memos and costs
Net Sales Volume	Sales volume minus credit memos
Net Profit Margin	Profit margin minus credit memo profit margin
Net Sales Cost	Costs of sales volume minus costs of credit memos

Sales Volume - Flexible Analysis app

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The next Fiori App is Incoming Sales Orders - Flexible Analysis. With this app, you can use this app to gain an understanding of the monthly rolling trend of incoming sales orders.

9. Incoming Sales Orders - Flexible Analysis, App ID F1249

Application Type	Analytical (SAP Fiori elements)
Form Factor	Desktop, Phone, Tablet

Key Features

• You can view the monthly rolling trend for sales as a graphic or a table.


• You can analyze the net values of aggregated sales order items with the display currency.


• You can drill down to view detailed information for selected sales organizations, products, product groups, sold-to parties, sales document types, and so on.

Example: You can select the sales document type for a drilldown so that you can compare the incoming sales orders in the available scenarios.

• You can filter the items according to various criteria, such as year, month, sales organization, product group, and sold-to party.


• You can change the displayed ID or description.


• You can save your selection as a variant.

Incoming Sales Orders - Flexible Analysis app

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Conclusion

In this blog post we have seen the most important SAP Fiori Apps for Reporting/Analysis that can be applied in business processes in the area of ​​Sales.

I hope you really enjoyed this reading, and you will find this blog post helpful in your projects.

 

Sources

https://sap.com/fiori-apps-library

E-Book:  Mobilizing SAP Fiori Standard Apps

SAP PRESS Book: Materials Management with SAP S/4HANA

https://help.sap.com/

Images: All images in this list are my own captures

 

You can find out more about SAP Fiori Apps (technical information, configuration, installation) at https://sap.com/fiori-apps-library , the information is public.

 

Thank you,

Elena Puica

SAP Consultant