Customer Order Management Reporting and Analysis

SCENARIO

To review areas related to Customers, managers need to get customer lists and prepare reports across the activities of the Sales areas. Standard reporting tools are used and custom modifications are introduced called variants. Variants are saved and can be run again to produce customized reports.

PREPARING A CUSTOMER NAME AND ADDRESS LIST

Execute ABAP4 Program

MENU PATH

System>Services>Reporting

Field Name  Input Data 
Program  RFDKVZ00

Select Execute

Field Name  Input Data 
Customer Account  1342-00 to 1342-99 
Company Code  3000 

Select Execute

The report should appear on the screen.

To print the report

MENU PATH

List>Print

Select the Print Icon

Printout will be at the SAP PRINTER in o506

MENU PATH

List>Save>File>Spreadsheet > Continue

Enter a File name and directory that makes sense on your computer.

CREATING A VARIANT OF A STANDARD REPORT

Select the Back Icon top return to the Customer List Program Selection Screen

Field Name  Value 
matchcode ID  D 
Search STring  FIN361 

Select Execute

To verify the report

Select Back

MENU PATH

Goto> Variants> Save as Variant

Field Name  Input Value 
Variant  Your Last Name 
Description  FIN361 Customers 

Select the Save Icon

Now go all the way back to the main menu and see if you can call this variant and execute it.

GETTING A LISTING OF OPEN ITEMS AT A KEY DATE

Getting the detail and total for each open item for all customers matching search criteria.

MENU PATH

Accounting> Financial Accounting> Accounts Receivable> Periodic Processing> Info System> Report Selection> Other Evaluations> Account Folder

Double Click on Line Items

Field Name  Input Values
Matchcode ID D
Search String SAPWEB
Company Code 3000
Open Items at Key Date  Todays Date
Further Selections-Reconciliation account master reco 140000
Item selection  1

Select Execute

FIND THE TOP FIVE CUSTOMERS IN SALES AND PRODUCE GRAPHIC

MENU PATH

Logistics> Sales & Distribution> Sales Information System> STandard Analysis> Customer

Field Name  Input Value
Sold to Party  0000-000 to 9999-999
Sales Organization  3000
Distribution Channel   
Division  
Period  01/1999 to 12/1999

Select Execute

Position Cursor on Invoiced Sales Column

Select Top N Button

Enter 5

Select Enter

Select Graphics Button

Maximize the Graphic

AGING OF ACCOUNTS RECEIVABLE

Transaction Code SART or

MENU PATH

Information System> Accounting> Financial Accounting> Accounts Receivable> Select Report> Customer Information System> Account Information>

Double Click Payment History with OI Analysis

Field Name  Input Value 
Matchcode ID D 
Customer Accoutn  1351-990 to 1351-999
Company Code   3000 
Printed only as sorted list  unchecked 
all other checkboxes  unchecked 
   
Days overdue sorted list  checked 

Other setting should default

Select Execute

Analyze the report. Look at the values for customer 1351-995 and compare them to the open and cleared items listing.