{"id":81353,"date":"2024-08-30T14:54:47","date_gmt":"2024-08-30T12:54:47","guid":{"rendered":"https:\/\/www.pikon.com\/blog\/berichtswesen-auftragseingang-und-auftragsbestand-in-sap-s-4hana\/"},"modified":"2024-08-30T15:18:54","modified_gmt":"2024-08-30T13:18:54","slug":"reporting-order-entry-and-order-backlog-in-sap-s-4hana","status":"publish","type":"post","link":"https:\/\/www.pikon.com\/en\/blog\/reporting-order-entry-and-order-backlog-in-sap-s-4hana\/","title":{"rendered":"Reporting: Order Entry and Order Backlog in S\/4HANA"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"81353\" class=\"elementor elementor-81353 elementor-80583\" 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data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fefa9d5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fefa9d5\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7571c84\" data-id=\"7571c84\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b147d0f elementor-toc--minimized-on-tablet elementor-widget elementor-widget-global elementor-global-75893 elementor-global-75856 elementor-widget-table-of-contents\" data-id=\"b147d0f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;exclude_headings_by_selector&quot;:&quot;.bdt-ep-advanced-icon-box-title, .no-table-of-content&quot;,&quot;headings_by_tags&quot;:[&quot;h2&quot;,&quot;h3&quot;,&quot;h4&quot;,&quot;h5&quot;],&quot;container&quot;:&quot;.elementor-widget-theme-post-content&quot;,&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;marker_view&quot;:&quot;numbers&quot;,&quot;minimize_box&quot;:&quot;yes&quot;,&quot;minimized_on&quot;:&quot;tablet&quot;,&quot;hierarchical_view&quot;:&quot;yes&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 class=\"elementor-toc__header-title\">\n\t\t\t\tContent\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__b147d0f\" aria-expanded=\"true\" aria-label=\"Open table of contents\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__b147d0f\" aria-expanded=\"true\" aria-label=\"Close table of contents\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__b147d0f\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<i class=\"elementor-toc__spinner eicon-animation-spin eicon-loading\" aria-hidden=\"true\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cbc1ce4 elementor-widget elementor-widget-text-editor\" data-id=\"cbc1ce4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The reporting of order entry and order backlog is a central function in the corporate environment. It offers valuable insights into sales performance and business development, thereby supporting decision-making processes. In SAP S\/4HANA, integrated reporting capabilities help companies analyze and evaluate their order situation. However, there are several challenges because the standard reporting in SAP S\/4HANA does not fully meet all requirements.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f169ab elementor-widget elementor-widget-heading\" data-id=\"2f169ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why do you need order entry or order backlog reporting?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b30cd70 elementor-widget elementor-widget-text-editor\" data-id=\"b30cd70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Order entry<\/strong> is a crucial metric for measuring sales performance. It also serves as an early warning system for future revenue. Typical questions include:<\/p><ul><li>What is the net value of all customer orders created (or modified) within a specific period?<\/li><li>What is the ratio between revenue and order entry in a given month?<\/li><\/ul><p>The <strong>order backlog<\/strong> shows the value of all open customer orders at a specific point in time. From this, you can deduce how much of the planned revenue for the current year is already covered by customer orders. Additionally, it indicates how much revenue can be expected in the current year from already received orders. A high order backlog, for example, points to strong demand for the offered services.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6126e20 elementor-widget elementor-widget-heading\" data-id=\"6126e20\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why SAP S\/4HANA Standard is not enough<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-74e5c9a elementor-widget elementor-widget-text-editor\" data-id=\"74e5c9a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>SAP S\/4HANA offers a powerful platform for reporting on order entry and order backlog. Some key advantages include:<\/p><ol><li><strong>Real-time data:<\/strong> Thanks to SAP HANA&#8217;s in-memory technology, companies can analyze their order data in real-time. This enables immediate responses to market changes and precise resource management.<\/li><li><strong>Integrated analytics tools:<\/strong> S\/4HANA integrates modern analytics tools like SAP FIORI and Embedded Analytics, allowing data analysis directly within the system and the creation of custom dashboards.<\/li><li><strong>Scalability and flexibility:<\/strong> The platform is highly scalable and flexible, enabling companies to adapt and expand their reporting requirements as they grow.<\/li><\/ol><p>However, these general advantages are offset by significant drawbacks due to missing functionalities:<\/p><p>In the <strong>FIORI apps for sales<\/strong>, only the order values of (open) customer orders are displayed. Service orders are completely ignored and thus missing in the reporting!<\/p><p>The same applies to changes in customer orders. If customer orders are canceled, this does not reflect as a negative order entry in the reporting of the corresponding period. The order entry appears too high. It would be correct if the change in the period in which it occurred was represented as a negative order entry (cancellation) and the order entry was accordingly reduced.<\/p><p>Retroactive changes to the order value in the customer order are also not evaluated correctly in SAP standard reporting. In such cases, it would be correct to display the delta, i.e., the increase or decrease in order value, in the period in which the change occurred. Instead, only the final sum is visible. For example, with cancellations, the reporting may falsely indicate that no order entry was achieved by sales.<\/p><p>Certain business cases, such as cross-company scenarios, are also not covered in SAP S\/4HANA standard reporting:<\/p><ul><li>For cross-company customer orders, one customer order must generate an order entry in two company codes (the selling and the producing company code).<\/li><li>For cross-company stock transfer orders, the order entry must occur in the delivering company code, even if there is no customer order there. In SAP, it is only recorded in the sales organization.<\/li><\/ul><p>Some of these cases were covered in the <strong>old Sales Information System (SIS)<\/strong>. SIS is still available in S\/4HANA, but by default, it is initially deactivated. The issues with service orders and cross-company orders, however, persist.<\/p><p>The expectation that S\/4HANA would provide meaningful order entry and order backlog reporting at the push of a button, compared to SAP ECC, is unfortunately not fulfilled with the standard options available.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14b7320 elementor-widget elementor-widget-heading\" data-id=\"14b7320\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Solution for an International Machinery Manufacturer<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-49a0942 elementor-widget elementor-widget-text-editor\" data-id=\"49a0942\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We used the embedded Business Warehouse in S\/4HANA to collect the necessary data since it is free and already available. Therefore, there were no additional costs for our client. We used Analytics for Office as the reporting frontend for power users, and end-users work with QlikView.<\/p><p>From the Business Warehouse, data from the service and sales modules is extracted daily, and so-called snapshots are created. By comparing the snapshots daily, changes are identified. These include:<\/p><ul><li>Order cancellation \u2192 negative order entry on the day of cancellation<\/li><li>Order deletion \u2192 negative order entry on the day of deletion<\/li><li>Quantity change in an order \u2192 Delta order entry recorded on the day of change<\/li><li>Price change \u2192 Delta order entry recorded on the day of change<\/li><li>Changes in defined reporting characteristics, such as product hierarchy:<br \/><p>If a product hierarchy changes in an order, this is reflected in the relevant reporting by showing the old product hierarchy with the negative order entry and the new one with the positive<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71026b8 elementor-widget elementor-widget-image\" data-id=\"71026b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.pikon.com\/wp-content\/uploads\/2024\/08\/Order-Backlog-Screenshot.png\" data-elementor-open-lightbox=\"yes\" data-elementor-lightbox-title=\"Order-Backlog-Screenshot\" data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%3DeyJpZCI6ODEwOTksInVybCI6Imh0dHBzOlwvXC93d3cucGlrb24uY29tXC93cC1jb250ZW50XC91cGxvYWRzXC8yMDI0XC8wOFwvT3JkZXItQmFja2xvZy1TY3JlZW5zaG90LnBuZyJ9\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"176\" src=\"https:\/\/www.pikon.com\/wp-content\/uploads\/2024\/08\/Order-Backlog-Screenshot-768x176.png\" class=\"attachment-medium_large size-medium_large wp-image-81099\" alt=\"\" srcset=\"https:\/\/www.pikon.com\/wp-content\/uploads\/2024\/08\/Order-Backlog-Screenshot-768x176.png 768w, https:\/\/www.pikon.com\/wp-content\/uploads\/2024\/08\/Order-Backlog-Screenshot-300x69.png 300w, https:\/\/www.pikon.com\/wp-content\/uploads\/2024\/08\/Order-Backlog-Screenshot-1024x235.png 1024w, https:\/\/www.pikon.com\/wp-content\/uploads\/2024\/08\/Order-Backlog-Screenshot-600x138.png 600w, https:\/\/www.pikon.com\/wp-content\/uploads\/2024\/08\/Order-Backlog-Screenshot.png 1191w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-021414d elementor-widget elementor-widget-text-editor\" data-id=\"021414d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Additionally, a routine was implemented to handle exchange rate changes for foreign currency orders. If the order backlog in the document currency goes to zero (the order has been fully invoiced), the order backlog in the company code currency is also set to zero, even if there would have been differing calculated results due to exchange rate fluctuations.<\/p><p>As another feature, the customer can also view when the order backlog is expected to convert into revenue (e.g., based on the delivery date, even if there are multiple schedules).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a5eef8c elementor-widget elementor-widget-heading\" data-id=\"a5eef8c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What can we do for you?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a61801d elementor-widget elementor-widget-text-editor\" data-id=\"a61801d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>How does your order entry and order backlog reporting look? Are you familiar with the challenges described above? Our approach to the implementation project is as follows: The first step is always an <strong>analysis of the actual situation<\/strong>. Which processes (e.g., cross-company processes, currency management, etc.) are relevant and should be considered in the reporting?<\/p><p>We can deliver the <strong>business concept for order entry and order backlog<\/strong> &#8220;out of the box.&#8221; This includes both business definitions for key figures and characteristics as well as concepts for common business transactions in SAP.<\/p><p>For implementation, we can use Embedded Business Warehouse, BW\/4HANA, BW on HANA, or, in the future, SAP Datasphere as <strong>the backend<\/strong>. <strong>Frontend<\/strong> technologies like Analysis for Office, SAP SAC, or even Microsoft Power BI are suitable.<\/p><p>Do you have any further questions?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8271236 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"8271236\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-feabafe\" data-id=\"feabafe\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-8dacf5e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8dacf5e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-f2027f0\" data-id=\"f2027f0\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a17363b no-table-of-content elementor-widget elementor-widget-heading\" data-id=\"a17363b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Contact us!<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ec5189 elementor-widget elementor-widget-text-editor\" data-id=\"1ec5189\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Arrange a web meeting with our experts or ask us your question in the comments section.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-846d027 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default\" data-id=\"846d027\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-d01b9a9\" data-id=\"d01b9a9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fa88d15 elementor-widget__width-initial elementor-widget elementor-widget-pikon-author-box-widget\" data-id=\"fa88d15\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"pikon-author-box-widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-widget-image-box elementor-position-left elementor-vertical-align-top\"><div class=\"elementor-image-box-wrapper\"><figure class=\"elementor-image-box-img\"><img decoding=\"async\" src=\"https:\/\/www.pikon.com\/wp-content\/uploads\/2023\/03\/Martina_klein-1-150x150.jpg\" alt=\"Martina Ksinsik\" title=\"Martina Ksinsik\" loading=\"lazy\"\/><\/a><\/figure><div class=\"elementor-image-box-content\"><div class=\"elementor-image-box-title\">Martina Ksinsik<\/div><div class=\"elementor-image-box-position\">Customer Success Manager<\/div><div class=\"elementor-image-box-phone\"><a href=\"tel:+4968137962113\"><i class=\"fas fa-phone\"><\/i> +49 (0) 681 379 62 - 113<\/a><\/div><div class=\"elementor-image-box-mail\"><a href=\"mailto:martina.ksinsik@pikon.com\"><i class=\"fa-fw far fa-envelope\"><\/i> martina.ksinsik@pikon.com<\/a><\/div><div class=\"elementor-image-box-description\"><p><div class=\"activecampaign-inline-container \"><div class=\"activecampaign-inline-form\">[borlabs-cookie id=\"active-campaign-email-marketing-form\" type=\"content-blocker\"]<div class='_form_264'><\/div><script type='text\/javascript' src='https:\/\/pikon.activehosted.com\/f\/embed.php?static=0&id=264&6A7FC40020530&nostyles=0&preview=0'><\/script>[\/borlabs-cookie]<\/div><div class=\"activecampaign-inline-button\"><a class=\"cta-button\" href=\"#\">Book a meeting<\/a><\/div><\/div><\/p><\/div><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>SAP S\/4HANA&#8217;s standard reporting does not cover all requirements. Learn how to solve the problem.<\/p>\n","protected":false},"author":15,"featured_media":80933,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[22],"tags":[75,175],"class_list":["post-81353","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-posts","tag-reporting","tag-sap-s-4hana","no-featured-image-padding"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Reporting: Order Entry and Order Backlog in S\/4HANA<\/title>\n<meta name=\"description\" content=\"Challenges of order entry and order backlog reporting in S\/4HANA. 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