This document describes roles and reports in the Fiori APP for Sales & Distribution module. It outlines 8 roles including internal sales representative, sales manager, order fulfillment specialist, billing clerk, and accounts payable/receivable manager. For each role, it lists key transactions and reports. It provides more detail on several reports, describing their purpose and functionality for tracking sales orders, analyzing deliveries, scheduling billing, and viewing open worklists.

1. Fiori APP for Sales & Distribution Module
Roles:
 Internal Sales Representative
Sales Manager
Order fulfillment specialist
Order fulfillment Manager
Shipping Specialist
Billing Clerk
Accounts Payable/Receivable Manager (FI-CA)
Role Based Business Process

2. Role: Internal Sales Representative
 Transaction
• Manage Sales Orders
• My Sales overview
• Sales Order fulfilment issues
• Schedule Sales Output
• Customer Return
• Manage Credit memo Request
• Manage Debit memo Request
• Customer -360* View
 Report
• Track Sales Order
• List Incomplete Sales Document

3. Report: Track Sales Order
With this app, you can check whether the delivery of a sales order is on track regarding its fulfillment.
For example, you can see whether it has been shipped, invoiced, or even whether an accounting
document has been cleared.
You can immediately recognize whether the fulfillment of the sales order contains issues or not, or
whether it has been completed, or is still in process.
The app enables you to work reactively, for example, if a customer calls, asking for information on
their order, or a colleague asks for information of all orders belonging to a specific customer.

4. Report: List Incomplete Sales Documents
The app lists incomplete sales documents and offers the possibility to complete the missing data in the Sales
Document Change transaction

5. Role: Sales Manager
 Reports
• Analyze confirmation of Sales Order
• Delivery Performance-Delivered as Requested
• Sales Management Overview
• Sales Volume-check open sales
• Sales Volume-Detailed Analysis
• Sales Volume-Profit Margin/Sales Volume
Profit Margin/Credit Memo

6. Report: Analyze Confirmations of Sales Orders
• This report checks whether your sales orders have been confirmed for delivery on the date requested by
your customer, without any restrictions or delays. The app shows you whether the percentage of
confirmed sales orders has increased or decreased.
• The app tile displays the percentage of confirmed sales orders for the last 3 weeks.
• You can drill-down by plant and material, for example.
• You can branch to the material and sales order object pages.

7. Report : Delivery Performance – Delivered as
Requested
• The app compares the customer requested delivery date of sales order items with the actual delivery date of
the corresponding outbound deliveries.
• The app tile shows the ratio of sales orders delivered as requested for the last 3 weeks, giving you an instant
insight into the current delivery situation.

8. Report : Sales Management Overview
With this feature you as a sales manager can get a graphical overview of your various sales data on analytical
cards. You can further analyze the data by navigating to related analytical apps from the cards. Using this app,
you can gain comprehensive insights into your current sales situation and respond quickly.

9. Report : Sales Volume - Check Open Sales
• 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, in comparison with
previous months.
• The app enables you to see at a glance how the current months sales volume relates to the previous month.
Additionally, by showing your open sales at a glance, the app helps you to identify where you can take action
in order to increase your sales volume.
• You can navigate directly to the Sales Order Fulfillment app to either resolve blocks or issues yourself, or you
can collaborate by email, for example, with the shipping manager, to clarify why open deliveries could not be
invoiced.

10. Report : Sales Volume - Detailed Analysis
With this app, you as a sales manager can drill down into your sales volume, that is, the total invoiced sales
achieved during a specified period, from different perspectives. You can customize a step-by-step analysis path
that will help you identify the root cause behind sales volume fluctuations

11. Report : Sales Volume - Profit Margin / Credit
Memos
• With this app, you as a sales manager can check your sales volume against your profit margin for your sales
organizations. The tile of the app displays the profit margin for the top 3 sales organizations in percentage,
but you can also use other selection criteria.
• The app enables you to see at a glance whether your profit margin is low for a particular sales organization
or, for example, for a particular product. The profit margin is an indicator of your company’s pricing
strategies and how well you control costs.
• You can collaborate with your team by email, or with other sales managers, in order to gain further insights,
for example, regarding prices or discounts, and to take the necessary action in order to increase your sales
volume, and, as a result, your profit margin.

12. Role : Order fulfillment specialist
Transaction
• Release for Delivery
With this app, you can prioritize due sales orders containing materials with limited availability. The app allows
you to view the material availability situation of materials as well as assess the potential financial impact of
being unable to fulfill sales orders. This, in combination with other factors, helps you decide how to distribute
material quantities between sales orders, before you release the sales orders for subsequent logistics
processes.

13. Role : Order fulfilment Manager
Transaction
• Configure BOP segment
• Configure BOP Variant
Reports
• Configure Order Fulfillment
Responsibilities

14. Configure Order Fulfillment Responsibilities
With this app, you can configure order fulfillment responsibilities to enable your order fulfillment specialists to
process all the sales orders and materials for which they are responsible with a specific time period in the
Release for Delivery app (F1786). In addition to scoping and personalizing the work of your order fulfillment
specialists, the app helps you to react flexibly to changing situations by offering methods with which to
reassign responsibilities from one order fulfillment specialist to another.

15. Role : Shipping Specialist
Transaction
• Create Outbound deliveries
• Create Outbound deliveries –
from Order
• Pick Delivery
• Return delivery
Report
• Analyze delivery log
• Schedule Delivery creation
• Schedule Goods issue for
delivery

16. Report : Analyze Delivery Log
This feature helps you ensure timely and error-free shipment of goods to your customers. You can check the
system messages that have been logged during the collective creation run of deliveries. If your attempt to
create a delivery is unsuccessful, you can correct the issues that are mentioned in the log and then create a
new delivery for the respective sales order using another app.

17. Schedule Delivery Creation
With this app you can schedule the collective creation of outbound deliveries as a background job for sales
orders which are due for delivery. If you have the business role Shipping Specialist, the following corresponding
job template is available: Schedule Delivery Creation.

18. Schedule Goods issue for delivery
With this app you can schedule background jobs for posting goods issues for outbound deliveries and view the
log. If you have the business role Shipping Specialist, the following corresponding job template is available:
Schedule Goods Issue for Deliveries.

19. Role : Billing Clerk
Reports
• Invoice list
• Schedule Billing output
Transaction
• Create Billing Document
• Change and Display Billing document
• Manage Credit/Debit Memos, Invoice
cancellation
• Schedule Billing Documents

20. Report : Invoice Lists
Invoice lists are documents that combine billing documents (invoices, debit memos, or credit memos) that
have already been posted to financial accounting and are intended for a single designated payer. With this app,
you can display a summary of invoice list details. This includes remuneration and tax amounts, total amount,
payment terms, the individual billing documents contained in the invoice list, and more. You can also navigate
directly to the individual billing documents, as well as display business partner details.

21. Schedule Billing Output
• You can start the output of billing documents immediately or schedule the output to run in the background.
You can, for example, print billing documents regularly and reduce system load and processing times by
running document output at times when system usage is lower (for example, during the night).
• You can view all existing billing output jobs on the initial screen.
• For billing documents that are not created within the S/4HANA system (e.g. migrated documents) the output
control based on NAST is to be used

22. Role : Accounts Payable/Receivable Manager
(FI-CA)
Reports
• My Open Worklists

23. Report : My Open Worklists
• With this app, you display the results of all open worklists and their corresponding items, which you
have created in one of the following apps:
• Analyze Overdue Items, Payment Locks, Clearing Locks, Dunning Locks
• Using this app, you can easily track the working status, and set the status of a worklists and their items
to obsolete as required.
• To work more efficiently, you can personalize the layout of the tables, and save your settings as
variants.