General Analyses (SAP Library - Purchasing (MM-PUR))

General Analyses

Use

This section describes the analyses you can create, how to run an analysis, and how to define the layout of the information in the list yourself.

Purpose of General Analyses

You can run analyses of certain purchasing documents and create various sum totals.

For example, you can determine the order value for a single material over a certain period, or which purchasing organization is responsible for the largest portion of the total order value for all materials.

Note

Note that purchase orders that have been put "on hold" are not taken into account in general analyses because the data they contain is incomplete.

Furthermore, you can compare several plants, purchasing groups, or vendors with each other.

To do so, proceed as follows:

Select criteria for the analysis
Run the analysis
Define the list display

Activities

To generate an analysis, proceed as follows:

Choose Purchase order ® Reporting ® General analyses. A screen allowing you to enter your selection criteria (such as the following) appears:

Vendor
Material
Material group
Purchasing group
Document category

Note

Choose Edit ® Dynamic selections to enter further criteria (such as the material type) for your analysis. A screen appears on which you can choose and enter additional criteria from header and item data.

Enter a vendor, a purchasing organization, and the purchasing document category F for purchase orders.

In the Document date and Document date to fields, you can limit the period to be analyzed (for example, October 20 - 22).

Click to display the basic list of all purchase orders issued to the vendor in the specified period.

Defining the Analysis Display

From within the basic list, you can define how the results of your analysis are shown yourself.

In the process, you can switch between three views:

Header and item data

Schedule lines

Purchase order (PO) history

Click This graphic is explained in the accompanying text Change view to switch between the individual views.

Showing or Hiding Columns (Changing the Display Variant)

You can define the structure of your list yourself with the aid of a display variant, thereby stipulating which fields are to be displayed to you and which are not.

Choose Choose display variant ® Change display variant to show or hide individual fields, or
Position the cursor on the relevant column heading and choose Show or Hide after clicking the right mouse button.

Note

You can re-use a display variant by saving it and defining it as an initial variant.

You return to the basic list if you re-choose the display variant you used or change the display variant and cancel the totaling indicator after the totaling process.

Filtering Data

If you wish to see only purchasing documents belonging to certain purchasing organizations, purchasing groups, or plants in the basic list, you can set a filter.

To use several filtering criteria, click Set filter. A window appears in which you can enter data such as the purchasing group and the plant as filtering criteria.

Click This graphic is explained in the accompanying text Adopt to call up a further window. Here you can enter either an individual value or an interval. Click . As a result, only those documents that satisfy your filtering criteria are displayed.

If you wish to use just one filtering criterion, position the cursor on the desired field and choose Set filter (option available via the right mouse button).

If you want to see all documents again, you can remove the filter.

Searching for Data

If you want to search for individual data (e.g. materials) in the basic list, select the desired line or column and choose This graphic is explained in the accompanying text Find.

Sorting Data

You can sort the data in the basic list in different ways. Select the relevant column and choose This graphic is explained in the accompanying text Sort in descending order or Sort in ascending order.

Create Totals and Subtotals

For numeric fields, such as net value or quantity, you can create totals.

You can display the total net value of all purchase orders issued to a certain vendor, for example. Select the relevant column in the basic list and choose This graphic is explained in the accompanying text Total.

You can also display the totals for several columns simultaneously, so that the total net value and the total order quantity are displayed at the same time in the totals line.

For other data, such as material or vendor, you can create subtotals. Before you can create subtotals, you must already have created a total. Select the relevant column and click This graphic is explained in the accompanying text Subtotals.

You can also create subtotals for several columns. For example, you may wish to first see the subtotal per vendor and then, in addition, the subtotal per material.

Example: Creating Totals and Subtotals

You want to create totals from within the basic list, in order to compare the net order values for various purchasing groups for instance.

Procedure

You are currently in the Header/Item Data view.

To create totals, proceed as follows:

Select the Net value column in the basic list and choose Total.
Then select the Purchasing group column and choose Subtotals.

The system then calculates the subtotals for the net order value per purchasing group.

Note

If you only wish to see the lines with the total values, you can hide the individual lines by clicking the dots in front of the totals in the totals lines.

Displaying Document, Vendor, and Material

If, for example, you wish to display a purchase order, either choose the document number in the basic list by double clicking or select the relevant line and choose Purchasing document ® Purchasing document details. You branch to the document display.