Customer use case of Embedded SAC on Purchasing Reconciliation Dashboard
This is a Proof of Concept in customer system for embedded analytics / embedded SAC. S/4HANA Cloud Embedded SAP Analytics Cloud can enhance the analysis function of the current system and can better help customers analyze business related data. In this blog, the successful PoC of Embedded SAC Purchasing Reconciliation Dashboard will be shared to show its powerful functions and to introduce the key steps to implement it in detail.
What’s customer’s request?
There is already a long list of standard analysis apps in S/4HANA Cloud. But customer in specific region or with special purpose will request for dashboard/report with a specific format.
For this customer, Customer would like to analyze the full life cycle of purchasing, including Purchase Requisition, Purchase Order, Good Receipt, Invoice Receipt, to enable the purchaser to see the overall purchasing situation. Customers want to view amount with tax and unit price with tax of Purchase Order which are not provided in the standard APP.
Therefore, we recommend that customers use the Embedded Analytics Cloud to create Purchasing Reconciliation Dashboard.
The content of the table could be as follow:
|Purchase Requisition||Purchase Requisition Item||Department or cost center||Purchase Order||Purchase Order Item||Purchase Order Date||Delivery Dates||Supplier||Supplier Description||Product||Product Description||Short Text||Basic unit of measure||PO Quantity||Our Reference||Goods receipt posting date|
|Material Document||Receipt Quantity||Order Currency||
|unit price before tax||untaxed amount||unit price including tax||Amount including tax||total order quantity||The total amount of the order including tax||Invoice Amount||Billed Amount||Not Billed Amount|
How to solve the problem?
There are four main steps to implement Embedded SAC: creating Custom CDS View, creating Custom Analytical Query, creating Story and creating an Application. The specific steps will be described in detail below. To protect customer sensitive data, some of the screenshots come from dummy test system.
- Creating Custom CDS Views
3 custom CDS view are created in this use case. Go to the APP Custom CDS View and create new CDS views.
The first CDS view YY1_PurchaseOrderGoodsRept helps to retrieve the details of items requested with a purchase order. Add I_PurchaseOrderHistoryAPI01 as primary data source and I_SuplrInvcItemPurOrdRefAPI01 as associated data source with join conditions. Expose needed Elements from main data-source and its associations and then sav
e and publish the view.
The second CDS view is YY1_PurchaseOrderHeaders which helps to retrieve the fields of a purchase order. Add I_PurchaseOrderAPI01 as primary data source and I_Supplier_VH as associated data source. Add necessary elements and then save and publish the cds view.
The last CDS view is YY1_MonitorPurchaseOrderF which helps to retrieve the fields of Goods receipt and Invoice receipt. Set the scenario as Cube. Add I_PurchaseOrderItemAPI01 as primary data source and add YY1_PurchaseOrderHeader ,YY1_PurchaseOrderGoodsRept and I_ProductText as associated data source. Add necessary elements from the primary data sources and associations.
Add calculations to get GR quantity, approval status and tax rate. For example, add a formula to get the tax rate.
case when I_PurchaseOrderItemAPI01.TaxCode = ‘V1’
cast( 0.13 as ABAP.DEC( 5, 2 ) )
when I_PurchaseOrderItemAPI01.TaxCode = ‘V2’
cast( 0.10 as ABAP.DEC( 5, 2 ) )
Maintain Element Properties and then save and publish the cds views. So far all the views have been created.
- Creating Custom Analytical Queries
Find the Custom Analytical Queries app from menu Query Design and create a new custom query. Select YY1_MonitorPurchaseOrderF as data source and add fields.
Add Calculated measure. Take Net Price Amount as an example:
|“未税单价(NetPriceAmount)” / NODIM ( “价格单位” )|
Add an optional single-value prompt on PurchaseOrder field.
Save Draft and Publish the query.
- Creating Story
The Create Story page allows customers to define SAP Analytic Cloud story for a selected data source. Customers can create different visualizations to the data source. Multiple data sources can be added to the story and users can design interactive dashboards, create new pages, and add visualization such as charts, tables, and other graphics to visualize the data. The items on the page such as chart are arranged as tiles that can be moved around, resized, and styled to your liking.
- Creating an Application
Customers can publish the relevant stories or queries as apps according to their business needs.
In this blog, we show how to create a custom SAP Analytics Cloud Story or Dashboard via S/4HANA Cloud and embed it in S/4HANA Cloud Fiori Launchpad. The Purchasing Reconciliation Dashboard can provide all the information the customer required, which fully meets their business needs. By using the S/4HANA Cloud embedded SAP Analytics Cloud, it becomes efficient to help customers solve problems with its powerful function. In the future, we will continue to share more successful stories of embedded analytics to readers.
For more information on SAP S/4HANA Cloud embedded analytics with SAP Analytics Cloud, check out the following links:
- Customer use case of Embedded SAC: how to create custom SAC story and the dashboard in S/4HANA Cloud: click here
- A Customer Use Case of Embedded Analytics in S/4HANA Cloud – Extend the Possibility：click here
- Customer use case of Embedded SAC on Material Stock Analysis: click here
- Customer use case of Embedded SAC on Inventory Aging Report: click here
- Customer use case of Embedded SAC on Inventory Aging Report (Enhanced): click here
- Customer use case of Embedded SAC on Sales Gross Profit Analysis: click here
- Customer use case of Embedded SAC on Goods Movement Analysis: click here
- Customer Use Case of Embedded SAP Analytics Cloud on Outbound Delivery and Billing Overview: click here
- Customer use case of embedded SAP Analytics Cloud on Sales Order Fulfillment Analysis: click here
- Customer use case of Embedded SAC on Group Reporting: click here
- Customer use case of Embedded SAC on Account Balance Comparison Across 3 Years: click here
- Customer use case of Embedded SAC on Financial Key Figures Comparison: click here
Thanks for this blog series and keep posting and Joey!