s59_bb_configguide_en_de

SAP SCM 5.0

November 2007

English

Building BlockS59 Demand Planning for Product Allocation

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices S59 Demand Planning for Product Allocation: Configuration Guide

Content

1 Preparation........................................................................................................................ 5

1.1 Prerequisites............................................................................................................5

1.2 SAP Notes Building Block Demand Planning for Product Allocation.......................5

2 Configuration.....................................................................................................................6

2.1 Creating Master Planning Object Structure.............................................................6

2.2 Creating Planning Area............................................................................................7

2.3 Creating Product Allocation Object..........................................................................7

2.4 Creating Product Allocation Group..........................................................................8

2.5 Creating Product Allocation Procedure..................................................................10

2.6 Creating Sequence of Product Allocation Procedures...........................................11

2.7 Creating Characteristic Value Combinations.........................................................12

2.8 Initializing the Planning Area.................................................................................13

2.9 Creating Connection to Planning Area...................................................................14

2.10 Copy Characteristics Combination from Planning Area.........................................16

2.11 Check Product Allocation Settings.........................................................................17

2.12 Creating Planning Book.........................................................................................18

2.13 Copy Data View.....................................................................................................20

2.14 Creating Macro......................................................................................................21

2.15 Creating a Selection Profile for the Planning Book................................................22

© SAP AG of 20


1 Preparation

The building block Demand Planning for Product Allocation contains the configuration activities that enable planners to forecast dependent requirements in the SAP APO system.

1.1 PrerequisitesBefore starting the installation, make sure you have successfully set up the relevant sections of the Connectivity and Replication building blocks.

To execute forecasts in the SAP APO system, historical sales data is required. Within this building block, we provide the settings for loading the historical data from an Excel file.

1.2 SAP Notes Building Block Demand Planning for Product Allocation

Currently no SAP Note is required for this building block.

© SAP AG of 20


2 Configuration

2.1 Creating Master Planning Object Structure

UseA master planning object structure contains characteristics that can be planned for one or more planning areas.

Procedure1. Access the activity using the following navigation options:

SAP SCM Menu Advanced Planning and Optimization Demand Planning Environment Administration of Demand Planning and Supply Network Planning

Transaction Code /SAPAPO/MSDP_ADMIN

2. In the upper left screen area, choose Planning areas Plng object structures.

3. In the Name screen area, right-click the Plng Object Structures folder name and choose Create planning object structure.

4. In the Create planning object structure screen, enter the name of your new master planning object structure, for example, PRODALL.

5. On the S&DP Administration - Configure Planning Object Structure screen, enter the text PlObjStr Product Allocation.

6. Add following characteristics manually: 9ACUST_NO 9AKONOB9AMATNR9AVKORG

7. Activate this master planning object structure.

8. Go back.

© SAP AG of 20


2.2 Creating Planning Area

UseA planning area is the central data structure of Demand Planning. It groups the parameters together that define the scope of planning activities.




2. In the left screen area in the Name section, right-click the main node, Planning Areas.

3. Choose Create planning area.

4. In the Planning Area Create screen enter the following data :

Field name Description User action and values

Planning area PRODALL

Master Plng Object Struct. PRODALL

DB Connection LCA

Stor. Buck. Prof. 9ADP

Statistics Curr. For example, <EUR>

Unit of measure For example, <ST>

5. Choose enter.

6. Choose the Key Figs tab and choose the following key figures for the planning area:

Key fig. Description

9AADDKF1 Additional Field 1




7. Save the planning area.

2.3 Creating Product Allocation Object

UseThe product allocation object you define will be the value of the characteristic 9AKONOB in your planning object structure. It will be used later on to create characteristic combinations for your planning area.

© SAP AG of 20



SAP SCM IMG Menu SAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Allocation Maintain Product Allocation Object

Transaction Code SPRO

2. Select New Entries

3. On the New Entries: Overview of Added Entries Screen enter the following data:

Field name Description User action and values Notes

Object BOATCAREOBJ

Object Description boat care products

4. Choose Save

2.4 Creating Product Allocation Group

UseThe product allocation group defines the data container used by product allocation.

Within the product allocation group, you define the characteristics relevant for product allocation. You can select the characteristics defined in the field catalog. The characteristics of the product allocation group will be linked later on to characteristics of the planning area. The product allocation group has two default key figures, order quantity and allocation quantity, which will be linked against two key figures of the planning area later on.


SAP SCM IMG Menu SAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Allocation Maintain Product Allocation Group


2. Select New Entries.

3. On the New Entries: Details of Added Entries screen, enter the following data:


Notes

Prod. Alloc. Grp BOATCAREGRP

Product Allocation Group

Check Planning Area Select

Using config. Char. Select

Comm. Structure Enter MCVBEP

Check Date Enter MBDAT Product Allocation will be checked against material availability date

© SAP AG of 20


Time bkts prfl Select Month

4. In the Dialog Structure screen, select Characteristics.


6. On the Characteristics tab, the first characteristic KONOB is automatically included On the Characteristics tab, enter the following data


Notes

Characteristics Select MATNR, in Row Item enter value 2

Characteristics Select KUNNR, in Row Item enter value 3

Characteristics Select VKORG, in Row Item enter value 4

7. Choose Save.

8. In the Dialog Structure screen, select Consumption Period.


10. In the Consumption Period screen, enter the following data:


Notes

Group Select BOATCAREGRP

Bwd Cons Leave Blank No backward consumption of unrestricted allocation quantity is taken in account

FWd Cons Enter Value 2 If unrestricted quantity in period of sales order cannot fit the sales order quantity, the unrestricted quantity of next two periods will be taken in account

11. Choose Save and go back.

Result

You have defined a new product allocation group with allocation characteristics and consumption periods.

© SAP AG of 20


2.5 Creating Product Allocation Procedure

UseThe product allocation procedure links the product allocation object against the product allocation group, and defines validation horizons. The product allocation procedure is maintained in the material master, either location dependently or cross location dependently.


SAP SCM IMG Menu SAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Allocation Maintain Product Allocation Procedure


2. Choose New Entries.

3. On the New Entries: Overview of Added Entries screen, enter the following data:


Prod. Alloc. Proce BOATCAREPROC

Procedure Name Boat care products

Cumulative Select Allows to define backward consumption

4. Highlight your new entry.

5. On the Dialog Structure screen, choose Step Sequence.

6. Choose New entries.

7. On the Step Sequence screen, enter the following data:


Step 1

Step Name First Step

Product Allocation Group Select BOATCAREGRP


9. On the Dialog Structure screen, choose Control.

10. Choose New entries.

11. On the Control screen, enter following data:


Valid To Enter 31.12.2009

Object Choose BOATCAREOBJ

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ProdAll Active Select Activates product allocation in defined period

Factor Enter 1,00

12. Choose Save.

13. Go back.

2.6 Creating Sequence of Product Allocation Procedures

UseWhen more than one product allocation procedure determines allocation quantity, they can be combined in a sequence of product allocation procedures. The sequence defines the order of combination of the product allocation procedures.

The sequence of product allocation procedures is maintained in the material master, either location dependently or cross location dependently.

To show the functionality, we define a sequence with only one product allocation procedure.


SAP SCM IMG Menu SAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Allocation Maintain Sequence of Product Allocation Procedures


2. Choose New Entries.



Procedure Sequence BOATCARESEQ

Object Description Sequence for boat care products

4. Press Enter.


6. On the Dialog Structure frame, select Procedure List.

7. On the Change View Procedure List: Overview screen, choose New Entries.



Prod. Alloc. Procedure BOATCAREPROC

Item Enter 1

9. Choose Save.

© SAP AG of 20


2.7 Creating Characteristic Value Combinations

UseThe purpose of this activity is to determine the master data on which you want to create the demand pans, a necessary prerequisite of demand planning.

Procedure1. Access the activity using one of the following navigation options:

SAP SCM Menu Advanced Planning and Optimization Master Data Application Specific Master data Demand Planning Maintain Characteristic Values

Transaction Code /SAPAPO/MC62

2. In the Maintain Planning-Relevant characteristic combinations view, enter the following data:

Field name User action and values Note

Master Planning Object Structure

PRODALL

3. In the Maintain Characteristic Combinations section, choose Create Single Characteristic Combination.

4. In the Create Characteristic Values Combination screen, enter the following data:

Field name User action and values Note

Customer Number C6100

Product Allocations Object BOATCAREOBJ

APO Product APO-Fert-07

Sales Organization BP01

5. Choose Execute.

6. Repeat this procedure for all combinations of locations and products which are going to be checked in product allocation, such as:

PRODALL C61998 BOATCAREOBJ APO-FERT-07 BP01PRODALL C61999 BOATCAREOBJ APO-FERT-07 BP0XPRODALL C6100 BOATCAREOBJ APO-FERT-08 BP01PRODALL C61998 BOATCAREOBJ APO-FERT-08 BP01PRODALL C61999 BOATCAREOBJ APO-FERT-08 BP0X

7. Go back to the Maintain Planning-Relevant characteristic combinations view.

ResultYou have generated the master data for demand planning. You can check the characteristics combination you have just generated by using the Display characteristics combinations option in the Maintain Planning-Relevant characteristic combinations view.

© SAP AG of 20


2.8 Initializing the Planning Area

UseThe purpose of this activity is to initialize the planning area and to create time series objects.




2. Right-click the planning area you created (for example, PRODALL).

3. Choose Create time series objects.

4. Enter the following data :

Field name User action and values Notes

Plng Version 000

Start Date For example, current date – one year

End Date For example, current date + two years

5. Choose Execute.

6. Go back.

ResultThe planning area PRODALL has been successfully initialized.

© SAP AG of 20


2.9 Creating Connection to Planning Area

UseThe purpose of this activity is to define the assignment of the planning area info objects to characteristics and key features of the production allocation group.

All characteristics and key figures of the product allocation group must be linked to info objects of the planning area.

If not all info objects of the planning area are linked to characteristics of the product allocation group, you have to take care of correct aggregation or disaggregation procedures.


SAP SCM IMG Menu SAP SCM - Implementation Guide Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Allocation Maintain Connection to Planning Area


2. On the Change View Assign Product Alloc. Grp. To Planning Area: Overview screen, select New Entries



Product Allocation Group Use F4 and select BOATCAREGRP

Planning Area Use F4 and select PRODALL

Plng Version 000

Time buckets profile M

4. Press Enter.


6. On the Dialog Structure frame, select Characteristics.

7. On the Change View Characteristics: Overview screen, choose New Entries.

8. On the New Entries : Overview of Added Entries screen, enter the following data:


First Row

Charact. Use F4 and select KONOB

InfoObject Use F4 and select 9AKONOB

Second Row

Charact. Use F4 and select MATNR

InfoObject Use F4 and select 9AMATNR

Third Row

Charact. Use F4 and select KUNNR

© SAP AG of 20


InfoObject Use F4 and select 9ACUST_NO

Fourth Row

Charact. Use F4 and select VKORG

InfoObject Use F4 and select 9AVKORG

9. On the Dialog Structure frame, select Key Figure.

10. On the Change View: Key Figure: Overview screen, select New Entries

11. On the New Entries : Overview of Added Entries screen, enter the following data:


First Row

Key Figure. Use F4 and select AEMENGE

InfoObject Use F4 and select 9AADDKF2

Second Row

Key Figure. Use F4 and select KCQTY

InfoObject Use F4 and select 9AADDKF3

12. Choose Save.

13. Go back.

© SAP AG of 20


2.10 Copy Characteristics Combination from Planning Area

UseThe purpose of this activity is to copy the characteristic combinations from the planning area to the product allocation group.


SAP SCM Menu Advanced Planning and Optimization Global ATP Environment Product Allocations Connection Characteristics Combination from Planning Area

Transaction Code /SAPAPO/ATPQ_PAREA_K

2. Enter the following data :


Planning Area PRODALL

Prod. Alloc. Grp BOATCAREGRP

List of characteristics select

3. Choose Execute.

4. Go back.

ResultThe characteristic combinations of the planning area are transferred to the product allocation group and activated.

© SAP AG of 20


2.11 Check Product Allocation Settings


SAP SCM IMG Menu SAP SCM – Implementation Guide Advanced Planning and Optimization Global Available-to-Promise (Global ATP) Product Allocation Check the Product Allocation Settings


2. On the Product Allocations: Check Customizing Screen enter the following data:


Product Allocation Procedureect

BOATCAREPROC

3. Choose Execute.

4. No error messages should occur.

You can ignore the following warning messages:

The lengths of characteristic KUNNR and info object 9ACUST_NO differ

No allocation quantities defined for product allocation object BOATCAREOBJ

© SAP AG of 20


2.12 Creating Planning Book

UseThe purpose of this activity is to create a planning book to maintain allocation quantities and to make visible the already allocated quantities.

A planning book defines the content and layout of the interactive planning screen. It allows you to design the screen to suit individual planning tasks. A planning book is based on a planning area. You can create several user-specific data views in a planning book.

The data view created in this step will be used by marketing to maintain the percentages of the production quantities for their customers.


SAP SCM Menu Advanced Planning and Optimization Demand Planning Environment Current Settings Define Planning Book

Transaction Code /SAPAPO/SDP8B

2. Enter the name of the planning book you want to create, for example, PRODALLBOATCARE, and choose Create.

3. In the Planning Book Wizard dialog box, enter the following data:

Field name User action and values Comment

Planning book text Product Allocation Boat care products

Planning area PRODALL

4. Choose Continue.

5. Assign the following key figures from the planning area to the planning book by using drag and drop:

Description Value

Additional Field 1 9AADDKF1




6. Choose Continue.

7. Assign the following characteristics from the planning area to the planning book by using drag and drop:

Characteristics

APO Product

Customer Number

Product Allocations Object

Sales Organization

8. Choose Continue to change to the Data View tab.

© SAP AG of 20


The Key Fig. Attrib tab is available in the Change mode only after you have completed the planning book.

9. On the Data view tab, enter the following values:

Field name User action and values Comment

Data view For example, <Marketing>

Status 3 (Changeable)

Data view description For example, <DATA VIEW Marketing>

Offset 1

TB profile ID (future) 9AMONTHS

TB profile ID (history) 9AMONTHS

Title Table 1 FINISHED PRODUCT

10. Choose Continue, choose the Key figures tab, and assign the following key figures from the planning book to the data view:

Key Figures Description





11. Choose Complete.

12. Confirm the message Should planning book and data view be completed? with Yes.

13. On the initial screen, change the planning book you have just created by choosing Edit.

14. Choose the KeyFfig. Attributes tab, select the Free text radio button, and enter the following data for each key figure. After entering the free text for a key figure, choose Save Setting to save the key figure description and go to the next one.

Key Figure Free Text

9AADDKF1 Percentage

9AADDKF2 Order Entry

9AADDKF3 Allocation Quantity

9AADDKF4 Rest Quantity

15. Choose the Key figures tab on the right-hand site and choose Complete.

16. On the initial screen, change the data view (e.g. Marketing) you have just created by choosing Edit.

17. Select the rows Order Entry, Allocation Quantity and Rest Quantity.

18. Right-click and choose Select rows output only.

19. Choose Save.

20. On the Confirmation prompt screen, choose Save and go back.

© SAP AG of 20


2.13 Copy Data View

UseThe purpose of this activity is to create a second data view used by production planning within the same planning book.


SAP SCM Menu Advanced Planning and Optimization Demand Planning Environment Current Settings Define Planning Book


2. Enter the name of the planning book for which you want to create the second data view, for example, PRODALLBOATCARE.

3. Select Data View, and enter the name of the new data view, for example PRODUCTION PLANNING in the Data View field.

4. Because the new data view will use nearly the same layout as the one already created, choose With Ref., and enter the name of the already created data view, for example MARKETING.

5. Choose Create.

6. Quit the information dialog box.

7. Choose Edit.

8. Select the row Percentage, right-click, and choose Selected Rows Output only.

9. Select Row Allocation Quantity, right-click and choose Selected Rows Input/Output.

10. Choose Save.

11. On the Confirmation Prompt screen, choose Save.

12. Choose Planning Change Planning Book.

13. Go to the Data View tab and select the data view PRODUCTION PLANNING

14. in the field Data View Description, enter Production Planning

15. Choose Continue.

16. Choose Complete.

17. In the Planning wizard screen, choose Yes

18. Go back.

19. Repeat steps 1 to 18 to create an additional data view Customer Service without Step 9. So all rows will be for output only, Customer service should not be allowed to change input of marketing or production planning.

© SAP AG of 20


2.14 Creating Macro

UseYou can use advanced macros to perform complex calculations quickly and easily. Macros are executed either directly by the user or automatically at a predefined point in time. When defining advanced macros, you work in a special desktop environment known as the MacroBuilder.

This macro is for calculating the free quantity.


SAP SCM Menu Advanced Planning and Optimization Demand Planning Environment Current settings Define Planning Book


2. Enter the name of the planning book: PRODALLBOATCARE

3. Choose the marketing data view.

4. Choose Edit.

5. Choose MacroBuilder.

6. Choose MacroBuilder Planning Book.

7. Right-click on the macro node below the planning table, and choose Create New Macro Add macro.

8. In the APO MacroBuilder dialog box, in the descriptive text section, enter a name for the macro, for example, Calculate Open Quantity, and choose Continue.

9. Right-click on the new macro and choose Add macro element Step.

10. In the APO MacroBuilder dialog box, in the descriptive text section, enter a name for the macro step, for example, First Step, and choose Continue.

11. Right-click on the macro step and choose Add element (Result Level) Add results row.

12. In the APO MacroBuilder dialog box, choose Rest Quantity in the Row field, and choose Adopt.

13. Right-click on the result row you have just created and choose Add Element (Argument Element) Planning Table Element Add argument row.

14. In the APO MacroBuilder dialog box, choose Allocation Quantity in the row field, and choose Continue.

15. Right-click on the argument row you have just created, and choose Add Element (Argument Element) Append operator/function

16. In the APO MacroBuilder dialog box, choose – (Minus) in the operator or function field, and choose Continue

17. Right-click on the operator row you have just created, and choose Add Element (Argument Element) Planning Table Element Append Argument row

18. In the APO MacroBuilder dialog box, choose Order Entry in the row field, and choose Continue.

© SAP AG of 20


19. Select the macro name and choose Check to check the macro.

20. Generate the macro by choosing Generate.

21. Move the macro to the upper right corner of the screen to the Events section and to the Default folder by using drag and drop.

22. Go back.

23. Choose Save

24. In the Confirmation prompt, choose Save.

25. Go back.

2.15 Creating a Selection Profile for the Planning Book

UseFor your planning process, you need to make a selection that restricts the range of products and locations. The demand planner uses the selection profile to quickly access frequently used selections.

Procedure

1. Access the transaction using one of the following navigation options:

SAP SCM Menu Advanced Planning and Optimization Demand Planning Planning Interactive Demand Planning

Transaction Code /SAPAPO/SDP94

2. In the Planning Book screen, choose Planning Book PRODALLBOATCARE and Data View MARKETING.

3. Choose Selection window in the left screen area.The Object Selection dialog box is displayed.

4. From the possible entries list in the Show field, select APO Product.

5. Enter the planning version 000 in the field to the right of the APO Planning Version field.

6. In the second row, restrict the range of products by specifying only those products that you actually need for your planning task. To do this, select APO Product and enter the following products: APO-FERT-07 and APO-FERT-08.

7. Choose Save selection in the Objects Selection dialog box.

8. Enter Boat Care Products as the selection description, and choose Save.

9. Choose Adopt

10. To store the saved selection in your selection profile, choose Maintain selection profile in the left screen area. In the Maintain Selection Profiles for Users dialog box, use drag and drop to transfer the saved selection from the right area to your selection profile on the left.

11. Choose Save and Copy.

12. To display objects that belong to a selection profile, double-click the selection. The system displays the objects in the upper left screen area.

© SAP AG of 20

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