Sales Volume - Check Open Sales
Application component: Analytical Apps
App type: Analytical
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Monitoring and Analytics (S/4)
Scope items: SAP Fiori Analytical Apps for Sales
Description:  With this app, you as a sales manager can check your sales volume in comparison with previous months, with the additional insight of open orders and open deliveries for the current month.  This enables you to see at a glance how the current month's sales volume relates to the previous month, and shows you where you can still increase your sales volume in the current period, for example, open orders, open billing requests, open deliveries. The app uses the following key figures:     Key Figure   Description   Representation Term      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.   Net Amount, Quantity     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.    Net Amount, Quantity     Profit Margin   The difference between sales volume and costs   Percentage, Net Amount     Credit Memo Profit Margin  The difference between credit memos and costs Net Amount    Net Sales Volume   Sales volume minus credit memos   Net Amount      Net Profit Margin   Profit margin minus credit memo profit margin   Net Amount     Net Sales Cost   Costs of sales volume minus costs of credit memos  Note The determination of the cost depends on the sales process. One central attribute is Cost in document currency in the Billing Document Item (I_BillingDocumentItem) query.The following are some examples of possible sales processes:1. Sell-from-StockIn 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.     Net Amount     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.  Note Scheduling agreements with release are not considered in the calculation of open orders.   Net Amount     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   Net Amount     Open Credit Memo Requests   Returns or credit memo requests for order-related invoicing which have not yet been invoiced   Net Amount, Quantity   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) Net Amount    Open Deliveries    Deliveries in which a delivery quantity is not fully invoiced    Net Amount, Quantity     Deliveries Shipped But Not Invoiced   Deliveries in which a goods issue is posted, but not fully invoiced   Net Amount, Quantity     Note The key figures are calculated based on items that are part of business objects, for example, invoice items in invoices, or credit memo items in credit memos. However, this can also be mixed, for example, credit memo items can be part of invoices, but still contribute to the Credit Memo key figure.  
With this app, you as a sales manager can check your open 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.
Key features:  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 onNote The standard app shows the sales volume that exists in your system, regardless of scenarios or sales organizations or other characteristics. In order to avoid performance issues, SAP urgently recommends that your key user configures this app for the users' needs, by specifying the characteristics they want to see. You specify the required filters in the Manage KPIs and Reports app for the group Sales Volume and the Check Sales Volume key figure.Example: You only analyze sales volume for a specific sales organization. Therefore, you use the filter to set a specific sales organization or other characteristic.Note You need to maintain the exchange rates from your transactional currencies for your reporting currency. You do this with the Currency Exchange Rates app.   An alternative application  Sales Volume- Check Open Sales by Org is available to check your open sales by sales organization.    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.Note To avoid receiving too many documents at once, we recommend that you do not drill-down directly by sales documents, delivery documents, or billing documents. To narrow the results list down, we recommend you first drill-down and filter by, for example, product, and then drill-down by documents for the selected product. An additional advantage of this two-step drill-down is that further Open In options are provided, such as to display billing document, sales order, or sales order object page. 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 Here, you can either resolve the blocks or issues yourself, collaborate by email (for example, with the shipping manager, to clarify why open deliveries could not be invoiced). Note You access this app using the Sales Manager business user. However, you also need the Internal Sales Representative business user's authorizations in order to branch to the Sales Order Fulfillment - Analyze and Resolve Issues app to analyze and resolve issues directly.Note also that authorization for sales document types and billing types is available as default alongside the organizational authorization, such as sales organization, distribution channel and so on. This authorization is set to unrestricted as default.    This app uses the Analytics - Sales Volume and Open Sales (C_SalesAnalyticsQry_1) CDS view. For more information, see Sales Volume and Open Sales - Query. 
Business roles: Internal Sales Representative| Sales Manager
Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.

Solution Order Specialist : 
Manages solution orders for customers. Creates, updates, orchestrates and monitos the solution order, order execution and coordination across delivery organizations, delivering reports on orders, executing order changes, etc.

Internal Sales Representative : 
Manages sales documents, e.g. captures changes or cancels sales orders, prepares quotations, and manages contracts. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.