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SAP HANA Cloud Integration for data servicesDocument Version: 1.0.6 - 2014-05-14
Integration Guide for SAP Sales and Operations Planning
Table of Contents1 About the templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2 Sales and Operations Planning templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.1 Master data templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.2 Key figure templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.3 General purpose templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3 Load data using master data and key figure tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83.1 Change the target table in a data flow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
4 Load data using general purpose tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
5 Set global variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
6 Preload scripts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
7 Global Variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137.1 Shared global variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137.2 Unique global variables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
2 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Table of Contents
1 About the templatesSAP HANA Cloud Integration templates for SAP Sales and Operations Planning provide predefined content which serves as the starting point for populating your Sales and Operations Planning (S&OP) application.
The templates are designed to meet the specific requirements for S&OP data and reduce the time needed to get up and running with the application.
Three types of templates are available in SAP HANA Cloud Integration:
● General purpose templates● Master data templates● Key figure templates
General purpose templates contain information required by S&OP to process the data after it is loaded. The general purpose templates, SOP_APO_Task and SOP_ECC_Task, contain global variables preload scripts and postload scripts. After using either of these templates to create a task, you add datastore information and your own data flows.
Tasks created from the master data and key figure templates contain the data flows, global variables, and scripts necessary to do the following:
● Extract data from SAP Applications sources (ERP and SCM/APO).● Transform it as required for Sales and Operations Planning.● Load the data to predefined target tables for the default model (SAPMODEL1) in the staging area of the SAP
HANA application cloud.
Task elements
Each task contains the elements described in the following table:
Element Description
Source datastore and tables Connects SAP HANA Cloud Integration and the source data.
Target datastore and tables Connects SAP HANA Cloud Integration and the S&OP application target.
Data flow Defines the movement and transformation of data from source to target.
Global variables Parameterize the task.
Preload script Initializes global variables required for task run.
Postload script Records the timestamp of the most recent run.
Integration Guide for SAP Sales and Operations PlanningAbout the templates © 2014 SAP AG or an SAP affiliate company. All rights reserved. 3
Advantages to using templates
Because each S&OP implementation is unique, you will almost always need to customize the out-of-the-box tasks and data flows that you create from the S&OP templates. However, using the templates to create tasks and data flows as a starting point has the following advantages over creating tasks from scratch:
● Template tasks provide the framework and thus reduce the integration development time.● Template tasks contain the global variables required to successfully load and process data into S&OP.● Preload scripts are configured with default values for these global variables and provide a framework. This
eliminates the need to write preload scripts from scratch.● Master data and key figure template data flows follow best practice design for optimal integration
performance.● Master data and key figure template data flows contain mappings from ERP and APO source systems which
include joins and predefined filters.● Master data and key figure template data flows contain predefined transformations of ERP and APO data.
NoteTo learn about known issues when using SAP HANA Cloud Integration with SAP Sales and Operations Planning,
see 1826078 .
4 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
About the templates
2 Sales and Operations Planning templates
2.1 Master data templates
Tasks created from master data templates load data to staging tables.
Tasks created from master data templates must be run prior to tasks created from key figure templates. Information about master data tasks is summarized in the table below.
Load order Task name SAP Applications source
Source tables or extractors
S&OP target table
1 SOP_MD_LocationMaster
ERP 0PLANT_ATTR
T001W
SOPMD_STAG_SM1LOCATION
2 SOP_MD_ProductMaster
ERP 0MATERIAL_ATTR
MAKT
SOPMD_STAG_SM1PRODUCT
3 SOP_MD_LocationProd
ERP MBEW
MARA
MARC
SOPMD_STAG_SM1LOCATIONPRODUCT
Must be loaded prior to key figure tasks
SOP_MD_CustomerMaster
ERP 0CUSTOMER_ATTR
KNVP
KNVH
SOPMD_STAG_SM1CUSTOMER
Must be loaded prior to key figure tasks
SOP_MD_Resource SCM /SAPAPO/RES_HEAD SOPMD_STAG_SM1RESOURCE
2.2 Key figure templates
Tasks created from key figure templates load data to the SOPDD_STAGING_KFTAB_SM1BASE staging table.
Key figure tasks require that associated master data is already loaded, processed and currently available in the S&OP application. If master data is not loaded into S&OP before key figure data, the key figure data will be loaded but will not be processed properly by S&OP. Information about key figure tasks is summarized in the table below.
Task name SAP Application source
Source tables/extractors/BAPI functions
S&OP key figure columns
SOP_KF_Actuals ERP 2LIS_12_VCITM_SOP SM1ACTUALSQTY
Integration Guide for SAP Sales and Operations PlanningSales and Operations Planning templates © 2014 SAP AG or an SAP affiliate company. All rights reserved. 5
Task name SAP Application source
Source tables/extractors/BAPI functions
S&OP key figure columns
VBRK
VBRP
SM1ACTUALSREV
SOP_KF_Inventory ERP MARC
MARA
MARD
SM1INITIALINVENTORYQTY
SM1INVENTORYTARGETQTY
SOP_KF_OpenOrders ERP 2LIS_11_VAHDR
2LIS_11_VAITM
2LIS_11_VASTI
SM1OPENORDERSQTY
SM1OPENORDERSREV
SOP_KF_SalesForecastPrice
ERP 2LIS_13_VDITM SM1SALESFORECASTPRICE
SOP_KF_CapacityLimit SCM/APO /SAPAPO/RES_HEAD
9ACAPACITY
SM1CAPASUPPLY
SOP_KF_Consumption SCM/APO BAPI_LOCSRVAPS_GETLIST2
BAPI_PDSSRVAPS_GETLIST
SM1CAPACONSUMPTION*
SOP_KF_DemandPlanning SCM/APO 9ABPC_EXTRACT SM1DEMANDPLANNINGQTY
SOP_KF_StatisticalForecast SCM/APO 9ABPC_EXTRACT SM1SALESFORECASTQTY
Note*SOP_KF_Consumption is implemented to extract from a sequence of BAPI function calls via a custom ABAP program. You can download the necessary ABAP program from SAP Note 1772288.
Related Information
SAP Note 1772288
6 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Sales and Operations Planning templates
2.3 General purpose templates
General purpose templates contain information required by S&OP to process the data after it is loaded.
Unlike Master data or key figure templates, these templates do not specify the S&OP target table and source inputs (tables or extractors). Nor do they contain predefined data flows. The general purpose templates are SOP_APO_Task, SOP_ECC_Task, and SOP_File_Task.
SOP_APO_Task and SOP_ECC_Task use SAP application datastores as source system. While SOP_File_Task uses a file group datastore as source.
Integration Guide for SAP Sales and Operations PlanningSales and Operations Planning templates © 2014 SAP AG or an SAP affiliate company. All rights reserved. 7
3 Load data using master data and key figure tasksYou load data to S&OP by running a group of tasks in a specific order.
Use the master data and key figure templates to create customized tasks to meet the requirements of your S&OP planning area model.
Defining the tasks
Define the necessary tasks as described in the following high-level steps:
1. Determine the table and column naming conventions used by your S&OP model.2. Create tasks using the S&OP templates.
You can either create the tasks individually or create multiple tasks at once. If you do the latter, you must perform the Create Multiple Tasks action separately for SAP_APO and SAP_ECC.
3. Within each task, modify the data flows to specify the target tables and columns used in your planning area.Change the target table in a data flow by copying it to a new data flow.
4. For each task, review the default values of the global variables and make changes as needed. Global variables apply to all data flows within a task.
NoteCertain global variables are used by the S&OP application to process the data after it is loaded. If the global variables are not included in the task, then data will be loaded, but S&OP cannot process it as expected. The required global variables are: $G_PLAN_AREA, $G_SCENARIO, $G_TIME_PROFILE and $G_BATCH_COMMAND.
For details on the development workflow, see the Get Started tab of the SAP HANA Cloud Integration Help.
Task execution order
Load master data first and then load key figure data. This order is required to ensure proper processing of key figure data.
Run the tasks in the following order:
1. SOP_MD_LocationMaster2. SOP_MD_ProductMaster3. SOP_MD_LocationProd4. SOP_MD_CustomerMaster5. SOP_MD_Resource6. All key figure tasks (run order does not matter)
8 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Load data using master data and key figure tasks
NoteThe order in which you run the SOP_MD_CustomerMaster and SOP_MD_Resource tasks does not matter, as long as they are run prior to the key figure tasks.
3.1 Change the target table in a data flow
Change the target table in a data flow by copying it to a new data flow.
Prerequisites
The table must already exist in the target datastore.
Context
To change the target table:
Procedure
1. From the Projects tab, select the task that contains the data flow you want to change and then click Edit.2. From the Data Flows tab, select the data flow that loads to the target table you want to change and then click
Copy to New Target Table.3. Enter a name for the new data flow.4. Select a target table and click Copy Data Flow.
Results
The new data flow contains the same source information and transformations as the original data flow, but loads to the new target. Edit the mappings and column names or make other changes to meet your needs.
Integration Guide for SAP Sales and Operations PlanningLoad data using master data and key figure tasks © 2014 SAP AG or an SAP affiliate company. All rights reserved. 9
4 Load data using general purpose tasksYou load data to S&OP by running one or more tasks. You can use the general purpose tasks as a starting point and define your own data flows from scratch.
To use the general purpose tasks, follow the workflow described in the Get Started tab of the SAP HANA Cloud Integration Help. Before running a task, ensure that you set the value of each of the required global variables as needed to meet your requirements and environment.
10 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Load data using general purpose tasks
5 Set global variablesGlobal variables are symbolic placeholders. When a task runs, these placeholders are populated with values. This allows users flexibility of run-time values used in extractions.
Context
NoteCertain global variables are used by the S&OP application to process the data after it is loaded. If the global variables are not included in the task, then data will be loaded, but S&OP cannot process it as expected. The required global variables are: $G_PLAN_AREA, $G_SCENARIO, $G_TIME_PROFILE, and $G_BATCH_COMMAND.
Procedure
Depending on your requirements and environment, allow the default values or set values in one of the following locations:Option Description
Run Now dialog box Use for testing.
From the Projects tab, select a task. From the Actions menu, select Run Now.
Execution Properties tab of a task
Use for loading data.
From the Projects tab, select a task. From the Actions menu, select Edit. Click the Execution Properties tab.
Preload script Use for testing and loading data.
.
Integration Guide for SAP Sales and Operations PlanningSet global variables © 2014 SAP AG or an SAP affiliate company. All rights reserved. 11
6 Preload scriptsEach of the Sales and Operations Planning (S&OP) tasks includes a preload initialization script.
If you do not specify values for global variables (symbolic placeholders), during task execution the preload script populates the global variables with default values.
12 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Preload scripts
7 Global Variables
7.1 Shared global variables
Shared global variables are included in all Sales and Operations Planning (S&OP) data integration tasks. Most tasks contain additional unique global variables.
Global variables contain default values which are used if the value has not been changed. As needed, change the value of each global variable per your requirements and environment. Certain global variables are used by the S&OP application to process the data after it is loaded. The default value and information about each of the shared global variables is shown in the following tables:
Required by S&OP Global variable
nameData type Default value for
master data task
Default value for key figure data task
Description
Yes $G_PLAN_AREA varchar(50) ‘’ ‘SAPMODEL1’ The Planning Area value is defined in S&OP under Configuration Model
Planning Area Definition . The value must contain only uppercase alphanumeric characters and begin with a letter.
Spaces are not allowed.
Yes $G_SCENARIO varchar(50) ‘’ ‘’ Indicates the base scenario.
Yes $G_TIME_PROFILE
int -1 -1 The Time Profile ID value is defined in S&OP under Configuration Model
Planning Area Definition .
Yes $G_BATCH_COMMAND
varchar(50) 'INSERT_UPDATE'
'INSERT_UPDATE'
Defines how S&OP processes the data loaded
Integration Guide for SAP Sales and Operations PlanningGlobal Variables © 2014 SAP AG or an SAP affiliate company. All rights reserved. 13
Required by S&OP Global variable
nameData type Default value for
master data task
Default value for key figure data task
Description
in the batch execution. Recognized values are 'INSERT_UPDATE' and 'DELETE'.
INSERT_UPDATE updates or adds new data to S&OP.
DELETE removes the specified records from S&OP.
No $G_LOAD_DATE datetime Sysdate() Sysdate() The load date of the task.
No $G_DEFAULT_TEXT
varchar(1) ‘?’ ‘?’ Default text for dimension default rows, foreign keys, and primary keys. Also used as a default for missing descriptions.
No $G_DEFAULT_DATE
Datetime ‘1900.01.01’ ‘1900.01.01’ Default date for dimension default rows, foreign keys, and primary keys. Also used as a default for missing dates.
14 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Global Variables
7.2 Unique global variables
All Sales and Operations Planning (S&OP) data integration tasks contain shared global variables. Additionally, most tasks contain global variables which are unique to that task.
Global variables contain default values which are used if the value has not been changed. As needed, change the value of each global variable per your requirements and environment. The default value and information about each of the unique global variables is shown in the following tables.
Actuals (SOP_KF_Actuals)
Global variable name Data type Default value Description
$G_INITIAL_OR_DELTA varchar(7) 'INITIAL' Identifies whether the task is a first (initial) load or a delta load. Legal values are 'INITIAL' or 'DELTA'.
$G_DELTA_DAYS INTEGER 730 or 30 Defines the number of days of data to extract. Default for INITIAL load is 730 days (or 2 yrs). Default for DELTA load is 30 days. To change this value, update the preload script.
$G_SDATE DATETIME Calculated in preload script
"Starting date for Actuals extraction. This is automatically calculated in the preload script as: <Today's Date> - $G_DELTA_DAYS"
Consumption (SOP_KF_Consumption)
Global variable Name Data type Default value Description
$G_LOGICAL_SYSTEM varchar(255) ‘APOCLNT800’ Logical System value required to call BAPI functions (BAPI_LOCSRVAPS_GETLIST2 and BAPI_PDSSRVAPS_GET
Integration Guide for SAP Sales and Operations PlanningGlobal Variables © 2014 SAP AG or an SAP affiliate company. All rights reserved. 15
Global variable Name Data type Default value Description
LIST). Task will return no data if this value is not correct. Enter the correct logical system name for your SAP Applications system. For example, ‘SYSCLNT001’.
Customer Master (SOP_MD_CustomerMaster)
Global variable name Data type Default value Description
$G_PARVW varchar(255) 'AG' Use the value defined by your Business Partner. Allows you to extract customer data for a single value of KNVP.PARVW. The default value used in the template is ‘AG’ for Sold-to party.
General Purpose Template (SOP_File_Task)
Global Variable Name Data Type Default Value Description
$G_FILE_NAME varchar(100) 'C:\Directory' Can be used to specify the file directory that is loaded into S&OP. Set this value in the preload script.
$G_FILE_DIRECTORY varchar(100) 'FileName.csv' Can be used to specify the file directory that is loaded into S&OP. Set this value in the preload script.
16 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Global Variables
Inventory (SOP_KF_Inventory)
Global variable name Data type Default value Description
$G_MONTHS_FORECAST int 18 Number of months the current inventory will be forecast. For example, 0 is the current month, 18 is 18 months in the future.
$G_MATERIAL_TYPE_1 varchar(4) ‘ROH' Extracts inventory data from MARA.MTART for the specified material type.$G_MATERIAL_TYPE _2 varchar(4) ‘HALB'
$G_MATERIAL_TYPE _3 varchar(4) ‘FERT'
$G_MATERIAL_TYPE _4 varchar(4) ‘HIBE'
$G_MATERIAL_TYPE _5 varchar(4) ‘FHMI'
Location Master (SOP_MD_LocationMaster)
Global variable name Data type Default value Description
$G_NODETYPE1 varchar(3) ‘DC’ Extracts location data for the supply chain network from the specified nodes.$G_NODETYPE2 varchar(3) ‘B’
$G_NODETYPE3 varchar(3) No default value
$G_NODETYPE4 varchar(3) No default value
$G_NODETYPE5 varchar(3) No default value
Location Product Master (SOP_MD_LocationProd)
Global variable name Data type Default value Description
$G_MATERIAL_TYPE_1 varchar(4) ‘ROH' Extracts inventory data from MARA.MTART for the specified material type.$G_MATERIAL_TYPE _2 varchar(4) ‘HALB'
$G_MATERIAL_TYPE _3 varchar(4) ‘FERT'
Integration Guide for SAP Sales and Operations PlanningGlobal Variables © 2014 SAP AG or an SAP affiliate company. All rights reserved. 17
Global variable name Data type Default value Description
$G_MATERIAL_TYPE _4 varchar(4) ‘HIBE'
$G_MATERIAL_TYPE _5 varchar(4) ‘FHMI'
Product Master (SOP_MD_ProductMaster)
Global variable name Data type Default value Description
$G_MATERIAL_TYPE_1 varchar(4) ‘ROH' Extracts inventory data from MARA.MTART for the specified material type.$G_MATERIAL_TYPE_2 varchar(4) ‘HALB'
$G_MATERIAL_TYPE_3 varchar(4) ‘FERT'
$G_MATERIAL_TYPE_4 varchar(4) ‘HIBE'
$G_MATERIAL_TYPE_5 varchar(4) ‘FHMI'
Sales Forecast Price (SOP_KF_SalesForecastPrice)
Global variable name Data type Default value Description
$G_DAYS_FORECAST int 183 Number of days that the initial forecast values are based on.
Default is 6 months (or 365/2).
$G_MONTHS_FORECAST int 18 Number of months current sales price will be forecast. For example, 0 is the current month only, 18 is 18 months in the future.
18 © 2014 SAP AG or an SAP affiliate company. All rights reserved.Integration Guide for SAP Sales and Operations Planning
Global Variables
Integration Guide for SAP Sales and Operations PlanningGlobal Variables © 2014 SAP AG or an SAP affiliate company. All rights reserved. 19
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