Monitoring and Sales Analytics Flashcards
The Sales Order Fulfillment Monitor
With a traditional SAP ERP system, employees have to check multiple reports to get a holistic view of all process-related issues. This means that multiple issues in a sales order cannot be detected in one step, therefore increasing the risk of undetected exceptional situations.
Furthermore, problem-related communication and decisions cannot be tracked in the system.
Sales Order Fulfillment in SAP S/4HANA
SAP S/4HANA supports the users with the relevant insights, contacts, and collaboration features. Users can also use notes to document their actions.
SAP Smart Business in a Nutshell
offers a new exception-based working model that combines analytics with action; you can jump directly from a data point in the chart to the relevant transaction to solve the issue
provides tiles that reside in the SAP Fiori launchpad. It helps you to easily identify exceptions with key performance indicator (KPI) visualizations that use semantic colors based on targets and thresholds that have been defined.
It also offers SAP Fiori apps (SAP Smart Business modeler apps) for easy configuration of your KPIs and their visual appearance.
New User Experience
With the SAP Sales Order Fulfillment Monitor app, internal sales representatives can resolve issues that impede sales orders from being fulfilled.
The app offers a list of all sales orders that cannot be processed for one or more reasons. It has the following features:
- Highlights impediments
- Provides supporting information
- Provides specific options to resolve issues
Issue Types
The user has many options such as the following:
- Display header information and the list of blocked items
- Display details for each blocked item
- Remove the billing block on header level and/or item level
- Check and edit the payment terms on header and/or item level
- Navigate to the app Change Sales Order to do further changes
Issue Solving in Sales Orders - Resolve Billing Block
- Provides a quick overview of the complete business process and shows the issues in the context of the related business objects
- Gives a graphical overview of all documents, their relationships, and the document status
- Allows resolving the issues directly from the process flow as a starting point
- Indicates graphically the actual status (red, green)
- Shows a colored circle with the overall status of the involved documents for each stage (in order, in supply, in delivery, and in invoice)
- Changes from red to green, if all issues are resolved
Solving Issues with the Process Flow: Example
- Process flow indicates shipping issue
- Open and solve issue
- Process flow indicates invoicing issue
- Open issue in Process flow
- Solve issue
- All issues are resolved
Sales Plans
Sales plans can be used to set sales targets for an upcoming period (for example, the next year). The desired target values can be planned by using various dimensions, such as customer, material and/or organizational units.
With the app Manage Sales Plans, these dimensions can easily be selected.
Sales Performance - Plan/Actual
After sales plans have been created for a planned period, the sales performance can be tracked by comparing the actual values to the target values. It can be monitored in real time to what extent the sales targets are being achieved and thus insights into the current sales performance can be gained.
The app Sales Performance — Plan/Actual offers a hybrid view in which you can effectively visualize the difference between plan and actual data in a chart while display the details in a table.
