IBP800

SAP IBP for Response & Supply

Planning

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PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 21
Course Duration: 3 Day(s)
e-book Duration: 5 Hours
Material Number: 50150722
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Typographic Conventions

American English is the standard used in this handbook.

The following typographic conventions are also used.

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Contents

vii Course Overview

1 Unit 1: Introduction

2 Lesson: Overview of IBP

4 Lesson: Overview of IBP Response and Supply
7 Lesson: Where IBP fits into the SCM Landscape

12 Unit 2: Manage Supply Chain Integration

13 Lesson: Time Series and Order Stores

15 Lesson: HCI and SDI Integration

17 Unit 3: Configuration

18 Lesson: General Remarks

20 Lesson: Master Data Types
28 Lesson: Planning Area
34 Lesson: Planning Levels
38 Lesson: Key Figures

45 Unit 4: Master Data

46 Lesson: Master Data in SAP Fiori

49 Lesson: Maintain Master Data

54 Unit 5: Configuration of IBP for Response and Supply

55 Lesson: Response Management Configuration

58 Lesson: Forecast Consumption Profiles
60 Lesson: Product Allocation Profiles

62 Unit 6: Manage Forecast Consumption

63 Lesson: Forecast Consumption

64 Unit 7: Prioritization of Demands

65 Lesson: Set Rule Priorities and Demonstrate Results

74 Unit 8: Constrained Forecast

75 Lesson: Using Gating Factor Analysis

80 Lesson: Constrained Forecast Run

83 Unit 9: Generate Allocations

84 Lesson: Generation of Allocations

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 87 Unit 10: Execute Confirmation Run and View Results

88 Lesson: Confirmation Run

93 Unit 11: Simulate a New Sales Order

94 Lesson: Simulation of a New Sales Order

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Course Overview

TARGET AUDIENCE
This course is intended for the following audiences:

Business Process Architect

Business Process Owner/Team Lead/Power User

Program/Project Manager

Solution Architect

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© Copyright. All rights reserved. viii
 UNIT 1 Introduction

Lesson 1
Overview of IBP 2

Lesson 2
Overview of IBP Response and Supply 4

Lesson 3
Where IBP fits into the SCM Landscape 7

UNIT OBJECTIVES

Explain the benefits and features of planning with SAP Integrated Business Planning

Describe the main functionality within SAP IBP Response and Supply planning

Specify, where Response and Supply planning can be used in an SCM landscape

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 Unit 1
Lesson 1
Overview of IBP

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Explain the benefits and features of planning with SAP Integrated Business Planning

Overview of IBP

Figure 1: Integrated Business Planning - Overview

Integrated Business Planning has a number of applications which are each licensed
separately.
Sales and Operations planning is a core component, used in most if not all implementations. It
enables you to plan interactively or in the background via the Excel interface, or analyze your
plan via the web interface. It allows you to create your own attributes and key figures with you
own calculations and also contains basic demand planning functionality.
IBP for Demand contains advanced forecasting and demand sensing algorithms. Similarly,
IBP for Inventory has advanced inventory management functionality.
IBP for Response and Supply allows you to sort demand by priority, then plan supply to match
with a constraint based optimizer, or an unconstrained heuristic.
Supply Chain Control Tower provides visibility across all of the other components.

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 Lesson: Overview of IBP

Benefits of Integrated Business Planning

Integrated Business Planning allows you to:

Create
Demand and Supply plans across your entire supply chain network or a subset of it.
Plan
interactively using “Simulation” or online batch mode as well as being able to schedule a
background process.
Develop
multi-level plans using “bills of material” (BOMs) or complex distribution networks.
Generate
capacity requirements, with or without consideration of constraints.
Evaluate
A number of “what-if” scenarios.

LESSON SUMMARY
You should now be able to:

Explain the benefits and features of planning with SAP Integrated Business Planning

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 Unit 1
Lesson 2
Overview of IBP Response and Supply

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Describe the main functionality within SAP IBP Response and Supply planning

Overview IBP Response and Supply

Figure 2: Integrated Business Planning - Response and Supply

Most IBP components plan with „time series" - all the requirements in a particular „bucket"
e.g. week or month, are grouped together and a matching supply generated by either an
unconstrained heuristic or an optimizer that considers constraints.
IBP for Response and Supply supports this, but also allows you to plan by individual order.
You can sort the orders by their priority, then generate a single supply order against each
demand. Currently this is only possible with heuristics, but optimization is also in the
roadmap.

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 Lesson: Overview of IBP Response and Supply

Figure 3: Integrated Business Planning - Response and Supply

Integrated Business Planning for Response and Supply offers a variety of approaches that are
suitable for many industries.

Figure 4: IBP Response and Supply - Key Capabilities

You use response management to plan your company's supply and demand. This means
ensuring that you always have enough stock available, and that you can respond quickly to
any changes that might arise on short notice.
With response management, you can take care of the entire process as follows:

Create a supply plan - which can be tailored to your individual customer requirements
based on master data, transactional data, and configuration data imported from any
systems, as well as forecast information.

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Unit 1: Introduction

Control which orders will be processed first - you do this by creating rules with which to
rank customer orders by priority.

React quickly to any unforeseen supply and demand changes, using simulations (what-if
analysis) to try out potential solutions, and then update your live plan accordingly.

Analyze gating factors in order to better overcome them in future.

Response management requires master data (especially locations and materials),

transactional data (especially order information), and configuration data to work.

Figure 5: IBP Response and Supply - Integration capabilities

SAP IBP for Response and Supply can be integrated to other solutions via SAP HANA Cloud
Integration (HCI-DS) or SAP Smart Data Integration (SDI).

LESSON SUMMARY
You should now be able to:

Describe the main functionality within SAP IBP Response and Supply planning

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 Unit 1
Lesson 3
Where IBP fits into the SCM Landscape

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Specify, where Response and Supply planning can be used in an SCM landscape

Where IBP fits into the SCM Landscape

Figure 6: Response and Supply Planning - main processes

Demand Prioritization
Depending on your business requirements, you might want to assign a higher priority to
certain orders. With response management, this is easy - all you have to do is create a rule for
that order. These rules will be applied during planning runs and simulations, so orders will
always be given the correct priority and processed accordingly. You can subsequently edit or
delete the rules at any time.
Constrained Forecasts
Early on in the planning process, it can be useful to anticipate future customer demand and
your own ability to fulfil it. This is what the constrained forecast is for - it considers the orders
that are likely to come in and then calculates how many of these orders you'll actually be able
to fulfil by taking the following into account:

Resource capacities

Supplier commit quantities

Material availability and lead time

Simulations (What-If Analysis)

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Unit 1: Introduction

Sometimes an unforeseen demand might occur, and you'll need to react quickly and update
your supply plan. Simulations enable you to analyze the root cause of the problem and then
experiment with as many different solutions as you want without affecting your live data.
Once you've settled on a course of action, you'll be given an instruction sheet containing all
the guidelines you (or a colleague) need to update the live order. The instruction sheet is
available online and can be shared with as many relevant colleagues as necessary. You can
also download it as an Excel file.

Figure 7: Response and Supply Planning - different views required:

Response and Supply Planning - different views supplied

Withing Response and Supply Planning different views are supplied:

Account Planner Views
View Order Confirmations with gating factor indication and link to order item detail
information
Periodic Allocation view with allocations and allocation consumption at various planning
levels
Root cause analysis with detailed order network analysis and gating factor resolution
Prioritization Rule definition
Excel Frontend for periodic information of projected stock
Supply Planner Views
Periodic view on projected stock with aggregated planned demands and receipts
Stock projection view with focus on supply shortages and detailed demand and receipt
information
Periodic Allocation view in Excel Frontend allowing for manual adjustment of allocations
Key User Views (could also be used by Allocation Planner or Supply Planner)
Scenario management
Planning run monitor with run history, technical results comparison and log information

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 Lesson: Where IBP fits into the SCM Landscape

A gating factor is anything that prevents you from fulfilling an order or forecast demand on
time - for example, insufficient stock or manufacturing capacity. With response management
you can analyze these gating factors and devise solutions to overcome them.
By acquiring more familiarity with your supply chain in this way, you can also make any
necessary changes that might prevent those gating factors from arising in future.

Figure 8: Comparison of Response Management to SAP Advanced Planning and Optimization (APO)

Innovation

Supply planning uses the same data as other SCP modules leading to high homogeneity of
data

Embedded analytics allows analysis of planning results

Simulations can analyze results under different planning assumptions

High usability with state-of-the-art and role-specific user experience

Integration

Close synchronization with S&OP allows to see Supply Planning results in an updated
S&OIP plan immediately

Full integration to control tower ensures end-to-end visibility along the extended supply
chain

Near-real time integration to ERP with highest re-use of data avoids data redundancy

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Unit 1: Introduction

Figure 9: IBP 6.0 Planning Areas

You can find two different categories of sample planning areas: application specific planning
areas and the integrated planning area.

Figure 10: Planning area for Response - SAP7

The template planning area SAP7 has been designed to support response management
functionality and can be used as a sample or starting point for according implementation
projects.

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 Lesson: Where IBP fits into the SCM Landscape

Figure 11: IBP Data Models (Store)

The SAP IBP data model has two data stores — the time-series store and the order store.

LESSON SUMMARY
You should now be able to:

Specify, where Response and Supply planning can be used in an SCM landscape

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 UNIT 2 Manage Supply Chain
Integration

Lesson 1
Time Series and Order Stores 13

Lesson 2
HCI and SDI Integration 15

UNIT OBJECTIVES

Understand the difference between time series store and order store

Explain HCI and SDI Integration tool

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 Unit 2
Lesson 1
Time Series and Order Stores

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Understand the difference between time series store and order store

Time series and order stores

Figure 12: IBP Integration "Big Picture" Vision

A long-term SAP IBP integration strategy is the best of all worlds, whereas competition only
offers certain parts and pieces.

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Unit 2: Manage Supply Chain Integration

Figure 13: IBP Integration Overview

The IBP data model offers two data stores, being the time-series store and the order store.

LESSON SUMMARY
You should now be able to:

Understand the difference between time series store and order store

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 Unit 2
Lesson 2
HCI and SDI Integration

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Explain HCI and SDI Integration tool

HCI and SDI Integration

Figure 14: Data Integration Capabilities in SAP Integrated Business Planning - Overview

Note that there are two different ways of integrating SAP IBP to other solutions — either with
SAP HANA Cloud Integration or with SAP Smart Data Integration.

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Unit 2: Manage Supply Chain Integration

Figure 15: SAP IBP Integration Technology Overview

SAP SDI for the order data model offers real-time data replication and batch data integration.
With SAP HCI for the time-series data model, both data integration and prepackaged
integration flows are possible.

Figure 16: IBP 6 Data Integration Capabilities in SAP Integrated Business Planning - Comparison

From the figure you can derive the main properties of both HCI and SDI integration concepts.

LESSON SUMMARY
You should now be able to:

Explain HCI and SDI Integration tool

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 UNIT 3 Configuration

Lesson 1
General Remarks 18

Lesson 2
Master Data Types 20

Lesson 3
Planning Area 28

Lesson 4
Planning Levels 34

Lesson 5
Key Figures 38

UNIT OBJECTIVES

Explain the general set up and configuration needed to model Response and Supply
planning within IBP

Describe which Master Data Types are used for Response and Supply planning

Explain the difference between SAP 7 planning area and unified planning area

Understand the key configuration for SAP 7 planning area

Describe the Planning Levels defined in the SAP 7 planning area

Explain the Key Figures within SAP 7 planning area

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 Unit 3
Lesson 1
General Remarks

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Explain the general set up and configuration needed to model Response and Supply
planning within IBP

General Points

Figure 17: General configuration of IBP

Attributes are used to represent individual entities in the supply chain e.g. product or
customer.
They are grouped together in master data types, which have at least one attribute as the key,
with the other attributes assigned to them. For example LOCATION may be the key field with
the COUNTRY it is located in, stored as a dependent attribute. Master data is loaded to the
master data types, for example all the customers and their dependent countries.
Master data types are used to build planning levels within planning areas. A number of
attributes from each MDT can be assigned to each level, which then decides their granularity.
Key figures store numeric data and must be assigned to a „base planning level" thereby using
it's particular granularily.
For example CONSENSUSDEMAND is stored at PERPRODCUST LEVE - so it contains values
for each product/customer/period combination.

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 Lesson: General Remarks

Another key figure CONSENSUSDEMANDBYCOUNTRY might be stored at

PERPRODCOUNTRY level - so it would contain data per product/country/period - typically
aggregating the values from multiple customers.

General configuration of IBP Response and Supply

FOR RESPONSE AND SUPPLY PLANNING – YOU ALSO NEED TO MAINTAIN:

Response Management Settings
Relation to one IBP planning area and version.
Semantic mapping of time periods, attributes, key figures or planning levels of the IBP
planning area to related properties in response.
Forecast Consumption Profiles
Define the planning level and periodicity from which the forecast key figure from the IBP
planning area is read.
Product Allocation Profiles
Are created simultaneously with the forecast consumption profile.
Both profiles can be assigned to the location material master data in ERP and are
evaluated during planning in response.

These will be covered in a later unit.

LESSON SUMMARY
You should now be able to:

Explain the general set up and configuration needed to model Response and Supply
planning within IBP

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 Unit 3
Lesson 2
Master Data Types

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Describe which Master Data Types are used for Response and Supply planning

Master Data Types

Figure 18: Master data types used in SAP7 (Prefix: S7…):

All other master data types shown are „External" - based on external datasources such as
SMD_LOC etc
S7LOCFR and S7LOCTO are reference master data types, based on S7LOCATION.

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 Lesson: Master Data Types

Figure 19: Master Data Type S7PRODUCT

The figure shows the master data type product.

Figure 20: Master Data Type S7LOCATION

The figure shows the master data type location.

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Unit 3: Configuration

Figure 21: Master Data Type S7LOCFR

The figure shows the master data type ship-from location.

Figure 22: Master Data Type S7LOCTO

The figure shows the master data type ship-to location.

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 Lesson: Master Data Types

Figure 23: Master Data Type S7LOCATIONPRODUCT

The figure shows the master data type location product.

Figure 24: Master Data Type S7CUSTOMER

The figure shows the master data type customer.

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Unit 3: Configuration

Figure 25: Master Data Type S7LANEPRODUCT

The figure shows the master data type lane product.

Figure 26: Master Data Type S7RESOURCE

The figure shows the master data type resource.

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 Lesson: Master Data Types

Figure 27: Master Data Type S7RESOURCEPRODUCT

The figure shows the master data type resource product.

Figure 28: Master Data Type S7SUPPLIER

The figure shows the master data type supplier.

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Unit 3: Configuration

Figure 29: Master Data Type S7SUPPLIERPRODUCT

The figure shows the master data type supplier product.

Figure 30: Master Data Type S7PDS

The figure shows the master data type production data structure (PDS).

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 Lesson: Master Data Types

Figure 31: Master Data Type S7PDSCOMP

The figure shows the master data type production data structure (PDS) component.

Figure 32: Master Data Type S7PDSRES

The figure shows the master data type production data structure (PDS) resource.

LESSON SUMMARY
You should now be able to:

Describe which Master Data Types are used for Response and Supply planning

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 Unit 3
Lesson 3
Planning Area

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Explain the difference between SAP 7 planning area and unified planning area

Understand the key configuration for SAP 7 planning area

Planning Area

Figure 33: Standard SAP Planning Areas

For IBP for Response and Supply the standard planning area SAP7 is suitable as an
application-specific planning area.

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 Lesson: Planning Area

Figure 34: Benefits of Using a Standard SAP Planning Area:

Note there are many good reasons to use a standard SAP planning area for IBP.

Figure 35: Details - SAP7 Planning Area:

This planning area only has days and weeks in the time profile.
The standard planning operator "COPYFORECASTTOPAL" can be used to copy constrained
forecast to product allocation. The level of product allocation key figure is always the same as
the level of the constrained forecast key figure.

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Unit 3: Configuration

Planning Area Configuration

Figure 36: SAP7: General Planning Area Settings

The figure shows general planning area settings of SAP7.

Figure 37: SAP7: General Planning Area Settings Planning Operators

Planning operators use an algorithm to compute large amounts of key figure data inside a
planning session.

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 Lesson: Planning Area

Figure 38: Time Profile Definition

Time profiles allow a flexible definition of the time-related reporting granularity by defining
levels that represent time periods.

Figure 39: Uploading Time Periods

You can upload time periods you have predefined in CSV files.

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Unit 3: Configuration

Figure 40: New Job to Generate Time Periods I

To generate time periods by job, use the Fiori app Application Jobs.

Figure 41: New Job to Generate Time Periods II

Use the job template Creation of Time Periods for Time Profile” to assign the corresponding
levels and schedule the job.

SAP7: General Remarks

The following are further properties of SAP7:

SAP7 is designed to support response management. Focus is on visibility of aggregated
orders planned by response management runs and as data entry for input key figures, e.g.
forecast, time dependent safety stock or constraints (e.g. supplier, capacity)

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 Lesson: Planning Area

The storage profile used for SAP7 consists of days and weeks only. Monthly buckets are
not used

SAP7 is designed to work as a sample or starting point for response management

implementation projects:
- SAP7 was designed to be as realistic as possible (to the best of our knowledge)
- Customers may use a copy of SAP7 and make changes to it as needed

LESSON SUMMARY
You should now be able to:

Explain the difference between SAP 7 planning area and unified planning area

Understand the key configuration for SAP 7 planning area

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 Unit 3
Lesson 4
Planning Levels

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Describe the Planning Levels defined in the SAP 7 planning area

Planning Levels

Figure 42: Planning Level General Remarks

You can interpret a planning level as a set of attributes that identifies and labels key figure
values. All key figures are calculated or stored at specific planning levels.

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 Lesson: Planning Levels

Figure 43: Planning Level External data source

Planning levels of the SAP7 standard planning area are linked to data sources for external key
figure definition.

Figure 44: Base Planning Level Key Figure Overview

The figure shows an overview of base planning level key figures for the location material.

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Unit 3: Configuration

Figure 45: Base Planning Level Key Figure Overview

The figure shows an overview of base planning level key figures for the transportation lane
material and supplier material.

Figure 46: Base Planning Level Key Figure Overview

The figure shows an overview of base planning level key figures for the resource and resource
material.

Figure 47: Planning Levels

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 Lesson: Planning Levels

The figure shows planning levels in standard planning area SAP7.

LESSON SUMMARY
You should now be able to:

Describe the Planning Levels defined in the SAP 7 planning area

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 Unit 3
Lesson 5
Key Figures

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Explain the Key Figures within SAP 7 planning area

Key Figures

Figure 48: Key figure overview

For the different base planning levels, SAP7 delivers a set of default key figures.

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 Lesson: Key Figures

Figure 49: Location Material level - Key Figure summary:

The figure shows the key figures of the location material level and their properties.

Figure 50: Key Figure Overview - Allocations

This figure describes the different key figures for allocations.

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Unit 3: Configuration

Figure 51: Key Figure Overview - Demand (1)

This figure includes the first part of the different key figures for demand.

Figure 52: Key Figure Overview - Demand (2)

This figure includes the second part of the different key figures for demand.

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 Lesson: Key Figures

Figure 53: Key Figure Overview - Supply

This figure describes the different key figures for supply.

Figure 54: Key Figure Overview - Stock / Safety Stock

This figure describes the different key figures for stock and safety stock.

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Unit 3: Configuration

Figure 55: Transportation Lane - Key Figure Overview

The figure shows the key figures of the lane material and their properties.

Figure 56: Supplier / Material - Key Figure Overview

The figure describes the key figures of the supplier material and their properties.

Figure 57: Resource Capacity levels - Key Figure summary:

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 Lesson: Key Figures

This figure shows the key figures of the resource capacity level and their properties.

Figure 58: Key Figure Overview - Resource Capacity

This figure describes the key figures of the resource capacity.

Figure 59: PDS Levels - Key Figure summary:

The figure shows the key figures of the PDS level and their properties.

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Unit 3: Configuration

Figure 60: PDS Key Figure Overview

This figure describes the key figures of the PDS.

LESSON SUMMARY
You should now be able to:

Explain the Key Figures within SAP 7 planning area

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 UNIT 4 Master Data

Lesson 1
Master Data in SAP Fiori 46

Lesson 2
Maintain Master Data 49

UNIT OBJECTIVES

Find and review the response master data in the web SAP Fiori tiles

Describe which master data types are used for Response and Supply planning

Describe the maintenance of additional material master attributes in the ECC system

Outline the maintenance of transportation lanes in the ECC system

Name the relevant roles & new authority objects

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 Unit 4
Lesson 1
Master Data in SAP Fiori

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Find and review the response master data in the web SAP Fiori tiles

Describe which master data types are used for Response and Supply planning

View Master Data in SAP Fiori Tiles

Figure 61: View Master Data Applications

You can view many different master data types using SAP Fiori applications.

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 Lesson: Master Data in SAP Fiori

Used Master Data Types

Figure 62: View Master Data Uis - Functions

Note that all master data UIs have a similar layout and standard functionality.

Figure 63: View Master Data UIs - Examples

As examples, you can view location materials or transportation lanes as given in the figure.

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Unit 4: Master Data

Figure 64: View Production Data Structures - Show Details

Note, that you can navigate to detail screens for the entries of the Production Data Structures
list.

Figure 65: View Production Data Structures - Show Details II

On the detail page for a selected PDS you can find both components and capacity demand.

LESSON SUMMARY
You should now be able to:

Find and review the response master data in the web SAP Fiori tiles

Describe which master data types are used for Response and Supply planning

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 Unit 4
Lesson 2
Maintain Master Data

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Describe the maintenance of additional material master attributes in the ECC system

Outline the maintenance of transportation lanes in the ECC system

Name the relevant roles & new authority objects

Additional Material Master Attributes, Maintenance

Figure 66: Define Product Allocation Procedure & Forecast Consumption Profile

With the given transaction you can define the product allocation procedure and forecast
consumption profile.

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Unit 4: Master Data

Figure 67: Maintain Location Materials I

You can maintain location materials with the according transaction. First select the relevant
location materials.

Figure 68: Maintain Location Materials II

In the edit mode you can maintain the forecast consumption profile and the allocation
procedure.

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 Lesson: Maintain Master Data

Maintenance of Transportation Lanes

Figure 69: Maintain Transportation Lanes I

You can maintain transportation lanes with the according transaction. First select the relevant
transportation lanes.

Figure 70: Maintain Transportation Lanes II

Choose the edit mode to generate and edit transportation lanes.

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Unit 4: Master Data

Roles & New Authority Objects

Figure 71: PFCG Role

Using transaction code PFCG you can access roles and responsibility objects for the
administrator and for the user responsible for master data maintenance.

Figure 72: Authority Objects

There are two authority objects to control access to transportation lanes and material
maintenance.

LESSON SUMMARY
You should now be able to:

Describe the maintenance of additional material master attributes in the ECC system

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 Lesson: Maintain Master Data

Outline the maintenance of transportation lanes in the ECC system

Name the relevant roles & new authority objects

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 UNIT 5 Configuration of IBP for
Response and Supply

Lesson 1
Response Management Configuration 55

Lesson 2
Forecast Consumption Profiles 58

Lesson 3
Product Allocation Profiles 60

UNIT OBJECTIVES

Maintain Response Management Settings

Manage forecast consumption profiles

View Allocation Profiles

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 Unit 5
Lesson 1
Response Management Configuration

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Maintain Response Management Settings

Response Management Settings

Basic Configuration of Response

The basic configuration of IBP response contains the following settings:

Relation to one IBP planning area and version

Semantic mapping of time periods, attributes, key figures or planning levels of the IBP
planning area to related properties in response

Definition of forecast consumption profiles which define the planning level and periodicity
from which the forecast key figure from the IBP planning area is read. The related
production allocation profile is created simultaneously. Both profiles can be assigned to
the location material master data in ERP and are evaluated during planning in response

Figure 73: View Response Management Settings and View Forecast Consumption Profiles

You can use two Fiori apps to view the basic configuration for response management.

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Unit 5: Configuration of IBP for Response and Supply

Figure 74: Maintain Response Managements Settings I

To view the basic response management settings, start the app Maintain Response
Management Settings. You can choose Edit to maintain the settings.

Figure 75: Maintain Response Managements Settings II

In the following, find the relation to a specific IBP planning area and version.

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 Lesson: Response Management Configuration

Figure 76: Maintain Response Managements Settings III

After that, find the settings for the key figure semantics, the sales order field assignments and
the planning level assignments.

LESSON SUMMARY
You should now be able to:

Maintain Response Management Settings

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 Unit 5
Lesson 2
Forecast Consumption Profiles

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Manage forecast consumption profiles

Forecast Consumption Profiles

Figure 77: Manage Forecast Consumption Profiles

To manage forecast consumption profiles you can start the relevant app. Choose Edit or
Delete to manage the profiles.

Figure 78: Manage Forecast Consumption

On the subsequent screen find the settings for key figure semantics, sales order field
assignments, and planning level assignments.

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 Lesson: Forecast Consumption Profiles

You use the application “Manage forecast consumption” to create and set the appropriate
level on which you would like the forecast consumption to take place.
You do this by selecting the relevant planning level and periodicity. This will allow you to
perform forecast consumption not only on location material level, but also on a more detailed
level like location material and customer.
Forecast consumption profile needs to be assigned to location material.

LESSON SUMMARY
You should now be able to:

Manage forecast consumption profiles

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 Unit 5
Lesson 3
Product Allocation Profiles

LESSON OBJECTIVES
After completing this lesson, you will be able to:

View Allocation Profiles

Product Allocation Profiles

Figure 79: View Product Allocation Profiles

With the Fiori app View Product Allocation Profiles you can view the consumption settings for
the allocation profiles.

Product Allocation Consumption

The following are basic properties of the Product Allocation Consumption:

When a sales order item consumes the product allocation quantity, this product allocation
consumption information is stored in table /IBP/RM_PALCONS for active version. For the
simulated orders, the consumption information is stored in table /IBP/RM_PALCON_S

In SAP IBP response and supply, there is no backward consumption of the product
allocation bucket. If the remaining product allocation quantity is less than the request
schedule line quantity, planning run automatically consumes remaining quantity (if
available) from future buckets using forward consumption if the feature flag PLANNING
RUN LATENESS STRATEGY is set to ‘X’ in transaction /ibp/rm_feature

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 Lesson: Product Allocation Profiles

In the standard planning area SAP7, key figures ALLOCATIONCONS and

ALLOCATIONREMAIN provide the value of Consumed Allocation and Remaining Allocation

Only identical base planning levels for forecast and product allocation are supported

LESSON SUMMARY
You should now be able to:

View Allocation Profiles

© Copyright. All rights reserved. 61

 UNIT 6 Manage Forecast
Consumption

Lesson 1
Forecast Consumption 63

UNIT OBJECTIVES

Understand forecast consumption profiles

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 Unit 6
Lesson 1
Forecast Consumption

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Understand forecast consumption profiles

Forecast Consumption

Figure 80: Forecast consumption in order store (response)

Forecast consumption in order store happens within the same bucket (no forward / backward
consumption)
The periodicity can be selected as either daily or weekly.
The Consumption level (field combination by which forecast and sales orders are matched)
can be selected.

LESSON SUMMARY
You should now be able to:

Understand forecast consumption profiles

© Copyright. All rights reserved. 63

 UNIT 7 Prioritization of
Demands

Lesson 1
Set Rule Priorities and Demonstrate Results 65

UNIT OBJECTIVES

Explain Demand Prioritization process using Rules

Create/Edit/Delete Rules, segments and collections using Fiori App “Rules for Demand
Prioritization”

Set sequence to an attribute using Fiori App “Rules for Demand Prioritization”

Check demand prioritization using Fiori App „View Demands by Priority”

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 Unit 7
Lesson 1
Set Rule Priorities and Demonstrate Results

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Explain Demand Prioritization process using Rules

Create/Edit/Delete Rules, segments and collections using Fiori App “Rules for Demand
Prioritization”

Set sequence to an attribute using Fiori App “Rules for Demand Prioritization”

Check demand prioritization using Fiori App „View Demands by Priority”

Prioritize Demand
Demand Prioritization Overview

The demands that enter the system need to be prioritized for order fulfillment based on
the business requirements:
The rules are set up to prioritize the demands

Rules are used during Planning run to prioritize the demands

Confirmation during Planning run will be according to prioritization

Demand Prioritization Rules optimize Rules network and provide best possible Order
fulfillment for the Customers. The demand prioritization rules should be aligned with Business
goals of my company.
For example, give higher priority to regular customers who buy in bulk.

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Unit 7: Prioritization of Demands

Figure 81: Priority Rules and Segments

The figure shows how priority rules and segmentation are applied to sort the demands
accordingly.

Figure 82: Rules Concept

The demand prioritization is based on series of segments with a certain sequence.

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 Lesson: Set Rule Priorities and Demonstrate Results

Figure 83: Segment Concept

Every rule consists of one or several segments, and every segment has a sequence. Based on
sort attributes in the segments, the demands are sorted accordingly.

Create/Edit/Delete Rules, Segments and Collections

Figure 84: Rules for Demand Prioritization Fiori App

The Rules for Demand Prioritization app supports you in defining rules and segments used for
demand prioritization. The selected rule is applied by the planning run.

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Unit 7: Prioritization of Demands

Figure 85: Rules for Demand Prioritization Purpose

The app provides an overview of all the rules, the segments, and the attributes. Choose the
business role Account Planner to perform the according tasks.

Figure 86: Rules for Demand Prioritization 1- How to Create, Edit, or Delete a Rule

You can create a rule by choosing the according button on the bottom of the screen

Figure 87: Rules for Demand Prioritization 2- How to Create, Edit, or Delete a Rule

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 Lesson: Set Rule Priorities and Demonstrate Results

You can edit or delete a rule after selecting.

Figure 88: Rules for Demand Prioritization 1- How to Create, Edit, or Delete Segment

Use the given sequence of steps to create a segment.

Figure 89: Rules for Demand Prioritization 2 - How to Create, Edit, or Delete Segment

After selecting, you can edit or delete a segment.

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Unit 7: Prioritization of Demands

Figure 90: Rules for Demand Prioritization 1- How to Define a Segment Condition

You can define a segment condition using the field’s suggest option supported by the editor.

Figure 91: Rules for Demand Prioritization 2- How to Define a Segment Condition

Subsequently, enter the segment condition as described.

Figure 92: Rules for Demand Prioritization 1- How to Create, Edit, or Delete Collections

A collection is a grouping of sort attributes you can re-use in another segment.

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 Lesson: Set Rule Priorities and Demonstrate Results

Figure 93: Rules for Demand Prioritization 2 - How to Create, Edit, or Delete Collections

You can edit or delete a collection after selecting.

Set a Sequence to an Attribute

Figure 94: Rules for Demand Prioritization 1- How to Set Sequence to an Attribute

You can map attributes to a sequence to enable sorting in the segment if the attribute values
are non-numeric.

Figure 95: Rules for Demand Prioritization 2- How to Set Sequence to an Attribute

Deletion of attribute values can be done for single or multiple values in a single instance.

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Unit 7: Prioritization of Demands

Demand Prioritization with the SAP Fiori App „View Demands by Priority”

Figure 96: View Demands by Priority Fiori App

The View Demands by Priority app supports you in checking how the demands are prioritized
according to the selected rule.

Figure 97: View Demands by Priority Purpose

Use the app to check if demand prioritization is according to the business requirements.

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 Lesson: Set Rule Priorities and Demonstrate Results

Figure 98: View Demands by Priority How to Display the Prioritized Demands

Use the steps given in the figure to display and verify the prioritized demands.

Figure 99: View Demands by Priority How to Display Sales Order and Rule Details

From the app you can view both sales order details and rule details.

LESSON SUMMARY
You should now be able to:

Explain Demand Prioritization process using Rules

Create/Edit/Delete Rules, segments and collections using Fiori App “Rules for Demand
Prioritization”

Set sequence to an attribute using Fiori App “Rules for Demand Prioritization”

Check demand prioritization using Fiori App „View Demands by Priority”

© Copyright. All rights reserved. 73

 UNIT 8 Constrained Forecast

Lesson 1
Using Gating Factor Analysis 75

Lesson 2
Constrained Forecast Run 80

UNIT OBJECTIVES

Use gating factor analysis

Explain and execute a constrained forecast run

© Copyright. All rights reserved. 74

 Unit 8
Lesson 1
Using Gating Factor Analysis

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Use gating factor analysis

Gating Factor Analysis

Definition of Gating Factor
A gating factor is anything that prevents you from fulfilling an order or forecast demand on
time – for example, insufficient stock or manufacturing capacity. With response management
you can analyze these gating factors and devise solutions to overcome them. By acquiring
more familiarity with your supply chain in this way, you can also make any necessary changes
that might prevent those gating factors from arising in future.

Figure 100: Calculation of Gating Factors

A gating factor is anything that prevents you from fulfilling an order or forecast demand on
time – for example, insufficient stock or manufacturing capacity. With response management
you can analyze these gating factors and devise solutions to overcome them. By acquiring
more familiarity with your supply chain in this way, you can also make any necessary changes
that might prevent those gating factors from arising in future.

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Unit 8: Constrained Forecast

Figure 101: Gating Factor Types

There are six gating factor types: Supplier constraint, product allocation, lead time, projected
stock, resource, and supply chain model.

Figure 102: Application "View Gating Factors"

As a supply planner you can filter both gating factors and primary demands to get an overview
about their dependencies.

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 Lesson: Using Gating Factor Analysis

Figure 103: Application "View Gating Factors"

In the View Gating Factors app you see all gating factors together with information about the
affected sales orders or forecast demands.

Figure 104: Application "View Gating Factors"

From the app you can navigate to the Analyze Demand app to check the gating factors for a
single primary demand.

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Unit 8: Constrained Forecast

Figure 105: Application "View Confirmation"

Use the View Confirmation app to review your relevant gating factors together with the
confirmation status.

Figure 106: Gating factor analysis

Gating factor analysis is possible with the applications View Confirmations and Analyze
Orders.

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 Lesson: Using Gating Factor Analysis

Figure 107: Gating Factor Analysis

The figure shows an example for a gating factor analysis.

Figure 108: Gating factor analysis

Gating factor analysis can be done by calculating the requested date, checking for capacity
and checking for materials.

LESSON SUMMARY
You should now be able to:

Use gating factor analysis

© Copyright. All rights reserved. 79

 Unit 8
Lesson 2
Constrained Forecast Run

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Explain and execute a constrained forecast run

Constrained Forecast

Figure 109: Definition of the Constraint Forecast Run

You use the constraint forecast run in SAP IBP for Response to plan forecasts and derive the
constraint forecast key figure.

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 Lesson: Constrained Forecast Run

Figure 110: Application Job for the Constraint Forecast Run I

As a first step in the process you start the Application Jobs — Response Planner app.

Figure 111: Application Job for the Constraint Forecast Run II

Then choose the template and define the planning scope and control parameters. Choose
Schedule to run the job.

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Unit 8: Constrained Forecast

Figure 112: Application Job for the Constraint Forecast Run III

You can find further details in the job log for an executed constraint forecast run.

LESSON SUMMARY
You should now be able to:

Explain and execute a constrained forecast run

© Copyright. All rights reserved. 82

 UNIT 9 Generate Allocations

Lesson 1
Generation of Allocations 84

UNIT OBJECTIVES

Generate product allocations

© Copyright. All rights reserved. 83

 Unit 9
Lesson 1
Generation of Allocations

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Generate product allocations

Generate Product Allocations

Create Product Allocation
The process “Create Product Allocation Plan based on Priority Process” creates constrained
forecast.

This contains the following:

this generated constrained forecast can be used as an input to generate product allocation
key figure. For this copy of generated constrained forecast to product allocation quantity,
the COPY planning operator type in IBP Framework can be used.

in Standard planning area SAP7, COPY operator with key COPYFORECASTTOPALand

name Copy Forecast to Allocationcan be used to copy constrained forecast to product
allocation

the level of product allocation key figure is always same as the level of constrained forecast
key figure

Product Allocation Consumption

When a sales order item consumes the product allocation quantity, this product allocation
consumption information is stored in table /IBP/RM_PALCONS for active version. For the
simulated orders, the consumption information is stored in table /IBP/RM_PALCON_S.
In SAP IBP response, there is no backward consumption of the product allocation bucket. If
the remaining product allocation quantity is less than the request schedule line quantity,
planning run automatically consumes remaining quantity (if available) from future buckets
using forward consumption if the feature flag PLANNING RUN LATENESS STRATEGY is set to
‘X’ in transaction /ibp/rm_feature.
In the standard planning area SAP7 , key figures ALLOCATIONCONS and
ALLOCATIONREMAIN provide the value of Consumed Allocation and Remaining Allocation.

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 Lesson: Generation of Allocations

Figure 113: Create Product Allocation

Choose the IBP for Response Constraint Forecast Run to create a feasible supply plan based
on forecasts and constraints.

Figure 114: Create Product Allocation

With the process Create Product Allocation Plan based on Priority Process you create a
constrained forecast.

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Unit 9: Generate Allocations

Figure 115: Product Allocation Usage in Planning Run

In case the material is relevant for product allocation, the planning run carries out a product
allocation check.

LESSON SUMMARY
You should now be able to:

Generate product allocations

© Copyright. All rights reserved. 86

 UNIT 10 Execute Confirmation
Run and View Results

Lesson 1
Confirmation Run 88

UNIT OBJECTIVES

Execute confirmation run

Analyze Order Confirmations

© Copyright. All rights reserved. 87

 Unit 10
Lesson 1
Confirmation Run

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Execute confirmation run

Analyze Order Confirmations

Confirmation Run
Definition of the Confirmation Run
The confirmation run in IBP for response and supply is the basic planning run to plan sales
orders. It also considers open forecasts, fixed requirements and receipts (stock) from
execution and safety stock.
The confirmation run creates, when necessary, multi-level receipts and considers the
different valid sources of supplies available. Constraints considered in the confirmation run
are:

Resource Capacities

Supplier Commit quantities

Material availability and lead time

Product Allocations

Additionally, the confirmation run creates new confirmation proposals for sales orders.

Constraints in the Confirmation Run

Planning considers the following constraints:

Resource Capacities on daily or weekly buckets

Resources together with an initial Resource Availability can be imported from ERP based
on Work Center Capacities. Resource Availability can be overwritten and adjusted in the
IBP planning area.
Usage of resources can be derived from ERP based on production versions. Nevertheless
the bucked resource consumption must be complemented using transaction
“pds_maint”.
Supplier Constraint
A Supplier Constraint can be defined for purchasing materials in the IBP planning area.
Lead time
Lead Times for production, procurement and transport are considered in planning. The
Lead Times are imported from ERP as part of the sources of supply.

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 Lesson: Confirmation Run

Product Allocations
Product allocations are generated by the process “Create Product Allocation and Supply
Plan based on Priority” or created manually.

Transactional Input Data in the Confirmation Run

The following are Transactional Input Data in the Confirmation Run:

Sales Orders
Open sales order items is the primary demand which is considered in this planning
process.
Forecast
Open forecast is considered as demand in planning.
Safety Stock Target
For safety stock planning either the safety stock target defined in ERP material master or
a time dependent safety stock define in IBP planning area is considered.
Fixed requirements and receipts from execution
Fixed execution requirements and receipts like stock, purchase orders, production
orders and stock transfer orders can be imported from ERP. These elements will not be
changed in planning but requirements and receipts are considered.

Product Allocation Usage in Confirmation Run

The planning run carries out a product allocation check (PAL) when location material is
relevant for product allocation.
The input for the product allocation check is an order item (location material) with a request
schedule line (requested quantity and date), and the output of the product allocation check is
one or several confirmed schedule lines (confirmed quantities and date).
The product allocation check can be of type unconstrained or constrained as follows:

Product allocation becomes a constrained check for sales order confirmation when the
product allocation quantity is less than the requested quantity.

Product allocation becomes an unconstrained check for sales order confirmation when the
product allocation quantity is equal to or more than the requested quantity.

Note:
The confirmation of the sales order is limited to the lesser of supply and product
allocation quantity

Product Allocation Usage in Confirmation Run

As product allocation is maintained as time series storage in SAP IBP framework, the time
series consists of a start date and end date of the bucket alone with other planned objects
used.
The requested date in schedule line of the sales order item determines the product allocation
bucket by comparing with the start date and end date stored in the SAP IBP framework

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Unit 10: Execute Confirmation Run and View Results

Analyse Order Confirmation

Analyze order confirmation, supply issues and projected stock

Figure 116: Analyze supply issues and projected stock

You can use the application “View Projected Stock” to analyze the projected stock for all
location materials in your supply chain. You can focus on location materials with supply issues
in a certain horizon. For a location material you get details about the projected stock and the
corresponding supply elements in the element view, the periodic view and the chart.
The application allows you to simulate changes on existing supply elements or simulate new
supply to resolve stock issues.

Analyze order confirmation

Figure 117: Analyze order confirmation

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 Lesson: Confirmation Run

The following are the steps to analyze an order confirmation:

You can use the application “View Confirmations” to analyze the order item confirmations
for location materials or relevant customers in your supply chain

You select order items to view competing demands

You select the order network to understand the pegging and the mapped supply to the
selected demand

The application allows you to simulate changes on order item priority.

In this first step given in the figure you view the confirmations.

Figure 118: Analyze order confirmation

In this step you analyze the demand and order network, along with the pegging relationships.

Figure 119: Analyze order confirmation

In this view you analyze the competing demands.

© Copyright. All rights reserved. 91

Unit 10: Execute Confirmation Run and View Results

LESSON SUMMARY
You should now be able to:

Execute confirmation run

Analyze Order Confirmations

© Copyright. All rights reserved. 92

 UNIT 11 Simulate a New Sales
Order

Lesson 1
Simulation of a New Sales Order 94

UNIT OBJECTIVES

Simulate a new Sales Order

© Copyright. All rights reserved. 93

 Unit 11
Lesson 1
Simulation of a New Sales Order

LESSON OBJECTIVES
After completing this lesson, you will be able to:

Simulate a new Sales Order

Simulation of a new Sales Order

Simulation and Scenario Concept
Simulation are used to test changes to a plan without affecting live data:

With the application “Simulate Sales Order” you create and plan a new sales order without
affecting live data

You can plan and create additional supply within the simulation

There you can also change product allocations and sales orders, which have been
transferred from ERP

Figure 120: Simulation and Scenario Concept Three layer approach to Versions and Simulations

Simulations can become a scenario, which can be further processed by other users.
The “Manage Scenarios” application allows you to copy, delete and share scenarios. An
instruction sheet summarizes the manually changed data of a scenario, so that these can be
applied to an execution system.

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 Lesson: Simulation of a New Sales Order

Simulation and Scenario Concept

Simulation are used to test changes to a plan without affecting live data.
With the application Simulate Sales Order you create and plan a new sales order. You can plan
and create additional supply within the simulation. There you can also change product
allocations and sales orders, which have been transferred from ERP.
Simulations can become a scenario, which can be further processed by other users.
The “Manage Scenarios” application allows you to copy, delete and share scenarios. An
instruction sheet summarizes the manually changed data of a scenario, so that these can be
applied to an execution system.

Plan new sales order in simulation (Big Deal) Create and Plan a New Sales Order in a
Simulation

Figure 121: Create and Plan a New Sales Order in a Simulation

To create a new sales order and trigger a simulation planning:

Press tile “Simulate Sales Order" in the Fiori Launchpad

Enter Requested Quantity, Requested Date and the other required fields. Remark: These
fields are the most relevant attributes to prioritize the new sales order

Press “Start Simulation Run”

The result of the run are shown in the view “Analyze Demand”. The new sales order is
ranked between the two existing sales orders

A yellow header bar indicates the simulation mode

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Unit 11: Simulate a New Sales Order

Plan new sales order in simulation (Big Deal) Replan a Scenario Based on Changed
Allocation

Figure 122: Replan a Scenario Based on Changed Allocation

To execute a planning run in the scenario to consider the changed allocation:

Press tile "Application Jobs Response Management" in the Fiori Launchpad

Press "New" button to create a new job. Job Template: Use "IBP for Confirmation Run".
Version/Scenario: Select your new scenario

Press tile “Manage Scenarios” in Fiori Launchpad

Select the scenario via the radio button and press “Open in” and select “View
Confirmations”

The app “View Confirmations” opens with a yellow header bar for your scenario

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 Lesson: Simulation of a New Sales Order

Plan new sales order in simulation (Big Deal) Create Supply in a Scenario and Replan

Figure 123: Create Supply in a Scenario and Replan

To create a supply for a bottleneck component in the scenario:

Press “Open In” in the yellow header bar and select “View Stock Projection”

The app “View Projected Stock” opens with a yellow header bar for your scenario

Select your bottleneck component

The system shows a list of material-locations

Select the row with the receiving location for the critical component and scroll down

Press “Create Receipt” in the lower section

In the pop-over enter the required data and press “Save”

The system performs a delta planning. It shows an updated list including the newly created
supply

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Unit 11: Simulate a New Sales Order

Plan new sales order in simulation (Big Deal) Get an Instruction Sheet

Figure 124: Get an Instruction Sheet

When planning a scenario you can verify the manual changes:

Press “Instructions” in the yellow header bar

A pop-over opens with a list of the manually changed and created elements of your
scenario

These instructions can be downloaded to excel by pressing the excel symbol

If you press “Close” you can continue to work in the scenario

Plan new sales order in simulation (Big Deal) Manage Scenarios

Figure 125: Manage Scenarios

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 Lesson: Simulation of a New Sales Order

You can manage the live cycle and properties of a scenario as follows:

Press tile “Manage Scenarios” in Fiori Launchpad

Press “Create” in the top of the table to create a new scenario

Select a scenario with the radio button and perform actions like “Copy”, “Open In” or
“Delete”

Press the > symbol for a specific scenario to access further details

In the “Information” facet you change the planned deletion date and scenario purpose

LESSON SUMMARY
You should now be able to:

Simulate a new Sales Order

© Copyright. All rights reserved. 99