work instruction - university of leedssapinfo.leeds.ac.uk/content/zm60/wi/word/zm60wi.doc · web...

Title: KPI Report - Total Order Value FrequencyCategory 1 : Material ManagementCategory 2 : MM All

Work Instruction

KPI Report - Total Order Value Frequency ZM60

PurposeThis is a KPI report based on the Total Order value Analysis. The various types of analysis that are possible are –

Analysis by Total Order Value

ABC Analysis

Frequency Analysis based on the Total Order Value classification

Total Order value analysis with comparison between periods.

The Total Order Value Analysis provides an overview of the value of the POs.

ABC Analysis – An ABC analysis can be used for classifying Vendors or materials or Purchase Groups based on the Order value.

Frequency Analysis – Frequency analysis can be used to monitor the purchase orders and their categorization based on Total Order Value. It can be used to reduce the creation of PO’s for low value purchases.

Analysis by Comparison periods – This analysis allows you detect / monitor changes in your purchasing.

TriggerPerform this procedure when you wish to perform an analysis based on the Purchase Order total order value.

Prerequisites Authorisation to the transaction.

Menu PathNone.

Additional Information ME81 – The standard SAP report performs a similar functionality except that the analysis is

based on the Net order value of each line item in the Purchase Order. Maintain the transaction within your favourites.

File name: document.docReference Number: AV-01

Version: Draft ALast Modified: 3/14/2005 4:40 PM

Work Instruction / 12


Procedure

1. Start the report using the Transaction Code ZM60.

SAP Easy Access

2. As required, complete/review the following fields:

Field Name R/O/C Description

KEYCODE R Description of the Transaction Code.Example: ZM60





Analysis of Order Values



Currency for analysis R Description of the Currency for analysis.

The various document currencies used in the Purchase Orders are converted into GBP.

Example: GBP

Purchasing group O Description of the Purchasing group.

A range of purchasing groups can be maintained.Example: GE1

Document dates O Description of the Document date.

A range of document dates can be maintained. To perform comparison analysis, ensure the dates maintained here covers the periods entered in the comparison area. Alternatively, leave this selection as blank.

Example: 01.01.2005






Vendor O Description of the Vendor. A range can be maintained.Example: 100265

Material O Description of the material number. .If required, maintain the desired range of Material Numbers.Example: 4000250

Material Group O Description of the material group. If required, maintain the desired range of material Groups.Example: AJ

Document Type O Description of Purchasing Document Type.Example: NB

Purchasing Document O Description of the Purchasing Document Number. If required maintain the desired range of PO no.’s.Example: 45000259520

The selection conditions can be used to run specific analysis reports, such as: Frequency analysis of Purchase Orders raised by Purchase Groups for purchases against a specific Material Group or vendor.

4. Click .






The screen can be subdivided into 5 sub screens and an explanation of each is provided in the following steps.

5. The Sort Sequence section:

By default the sorting is done on the purchase Organisation. The priority is based on the numeric assigned to each of 6 objects. In this example the analysis is being performed on the Purchasing Group and hence a “1” has been placed in the box adjacent to the field.

6. The Output Sequence:





The report output is based on the values maintained in this section. The output sequence is based on the numerical assigned to the objects in this section. No two objects can have the same value. In this example, the output sequence has been maintained as Order Value and No. of Items.

7. Perform one of the following:

If Go To

For an ABC Analysis Step 8

For an Analysis with Comparison Periods Step 9

For a Frequency Analysis Step 10

8. The ABC analysis:

The percentage determination for A and B categories by default is 70/20/10, i.e., 70 Percent of the Total Order Values are accounted by 10 percent of the Purchase Groups(in this example).

An ABC analysis can also be performed on other objects in the section, such as, No. of Items, No. of Purchase Orders, Average Value per PO and Average Value per item.

9. Analysis with Comparison Screen:





To perform an analysis between two periods, maintain the date range in the fields.

The dates maintained here should be within the document date as in Step 3 entered in the opening selection criteria, else, do not maintain the document date.

10. Frequency Analysis section:



Net value1 R Description of the Net value 1.

PO’s with total order values less than or equal to the Net Value1 as maintained.

Example: 35


PO’s with Total Order values that fall between the Net Value 1 and Net Value 2.

Example: 2000<35 but less than or equal to 2000


PO’s with total order values that are between the Net value 2 and net Value 3

Example: 5000<2000 but <=5000


POs with Total Order Values that are between the Net order value3 and Net order value 4.

Example: 25000<5000 but <=25000

The report also identifies Purchase Orders that are over and above the Net Value 4 displays the result in a separate column.

12. The following screens provide an example of the values maintained and their resulting report outputs.






13. Click to run the report.





PO Value Analysis in Currency GBP: Totals

By default the report lists the total order values and based on the additional objects selected their totals.

14. Click to run an ABC analysis.





PO Value Analysis in Currency GBP: ABC Analysis

15. Click to perform a frequency analysis.





PO Value Analysis in Currency GBP: Frequencies

16. Click to perform a Period Comparison of total order values.





PO Value Analysis in Currency GBP: Comparison of Periods

To download the report to a local file follow the menu path System List Save Local File.

The file can be stored as tab delimited “.txt” file for easy import into Microsoft Excel spreadsheet.

17. Click to exit the report.

ResultYou have successfully created a set of reports based on this transaction.

Comments

ZM18- This report can be used to identify the purchase order numbers provided appropriate selection conditions are maintained.

ME2N - A list display of the Purchase orders can be got using this transaction.




work instruction - university of leedssapinfo.leeds.ac.uk/content/zm60/wi/word/zm60wi.doc · web...

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