vishnu pathangi Demand Planning Configuration The following are the basic Demand planning configuration steps: 1. 2. 3. 4. 5. 6.

Master Planning Object Structure Storage Bucket profile Time bucket profile Planning area Planning books and data view Forecast profile

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All that above steps should be configured in sequence. In this document, I will present the required configuration steps in detail and also their relevancy with demand planning

There are three types of master data in DP: • Planning master data: BOMs, Routings, Material Masters, and Resources, that are required to generate supply plans. This data uses the CIF to populate SAP APO. • BW Master Data: Data required for reporting that relates to Characteristics, such as Text, Attributes and Hierarchies. This data uses BW extractors to populate tables in SAP APO. • Forecasting Master Data: Master data specifically for Demand Planning, called Characteristic value combinations. This data is created in SAP APO Demand Planning and stored in the Planning Object Structure. In regards to Transactional Data, SAP APO will essentially store three types: • OLTP: Current planning data from your R/3 system such as Sales Orders, Stock, Production/Purchase Orders. This data uses the CIF to populate SAP APO. • BW: Historical transactional data on Sales orders, Production/Purchasing orders for forecasting or Analysis. This data uses BW extractors to populate InfoCubes in SAP APO.

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Before configuring the above said requirements, it is important to determine what the characteristics are and key figures are. Let us take an example of Honda Company. The car by itself is a Finished Product and then the nature of the car (Product Category) like Sedan or an SUV and again it is further divided into standard luxury Sedan or a limited edition (Product Hierarchy) one and so on. So if we look into the above example, Product, Product category, product hierarchy all form the Characteristics. The Number of cars to be produced and the number of parts required to produce a car all form the key figures (Example 100 cars to be produced in Honda plant A, the 100 forms the key figure) Characteristics and Key figures are usually defined in APO BW All characteristics are selected in Planning Object structure and All Key figures are selected in Planning area of APO DP Back to the configuration steps: 1. Master Planning Object Structure Log on to your SAP-SCM system. In your SAP Menu ->Advanced Planning and Optimization ->Demand Planning ->Environment -> Administration of Demand Planning and Supply Network Planning T.Code: /n/SAPapo/msdp_Admin

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Once in the screen, select from the selection list “Planning Object Structures” as shown below.

Now you will see the following objects:

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Note: The objects starting with 9A SAP/System defined objects.

(9AAPOCRM, 9ACBAS) are

9ADPBAS is the standard planning object structure defined by SAP. 9ADP01 is the standard planning area defined by SAP

For our example characteristics

let

us

create

an

object

with

the

following

Planning Object Structure 1. 2. 3. 4. 5. Brand Product Location Customer Sales org

ZV_MPOS

ZV_BRND 9AMATNR 9ALOCNO ZV_CUST ZV_SORG

For the Key figures we would have to get back to planning area screen and copy some defined key figures from 9ADP01. From the drop-down menu, select Planning Area and then double click on the planning area 9ADP01

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vishnu pathangi 6/49 Click on the Key figs tab to see the available key figures. vishnuop@sapanalyst.net 6/49 .

ZV_SLHIST Sales History 11. ZV_PROM1 Promotion 1 6.1) 8. 9ATOTFC Total Forecast 10. ZV_DEPDM Dependent Demand 2. Deleting now and adding a key figure manually later is a tedious work as system gets disturbed. For our example. ZV_MANCOR Manual Correction 4.vishnu pathangi In real time scenario it is always advisable to keep the Additional Field1-5 as it is. ZV_SLSFR Sales Forecast 7. you can simply modify these buffer fields. from the same screen click on or on the command line (in the Menu section) enter /o/rsa1 -> another way would be to or SAP Menu ->Demand Planning ->Environment ->S_AP9_75000146Data Warehousing workbench vishnuop@sapanalyst. I have selected and re-named to the following Planning Area ZV_PLGAR 7/49 1. In future if you wanted to add any new key figure to the planning area.net 7/49 . ZV_MANFIX Fixing Values To create the Planning Objects structure we first need to create the info objects in BW/BI (Business warehouse/Business Intelligence) You have several ways to enter BW in SCM. ZV_PLNDPR Planned Price 5. ZV_TOTDM Total Demand Plan 3. ZV_STFR1 Forecast (Stat.2) 9. ZV_STFR2 Forecast (Stat.

Info area: ZV_infoarea Long Description: Info area for DP ractice vishnuop@sapanalyst.net 8/49 . Create info objects (characteristics and key figures) To create Info area. Create Info area 2. right click on Info provider and select create info area Enter the info area name and long description For our example.vishnu pathangi 8/49 Steps to create Info Objects in BI 1. Create Info objects catalog 3.

vishnu pathangi 9/49 This will create a transport object and should be treated as a transport request to be release via se09/se10 The next step is to create the info objects catalog For this. select info objects. and right click on your info area and select create info objects catalog vishnuop@sapanalyst.net 9/49 .

vishnu pathangi 10/49 Next we need to create 2 infoobject catalogs. For test purpose we shall assign it to /SAPapo/demand_planning vishnuop@sapanalyst.net 10/49 . The system will ask for package details. one for characteristics and another for key figures In the next screen click on activate icon to activate the char info obj catalog.

(The characteristics that we discussed vishnuop@sapanalyst.vishnu pathangi 11/49 Once the required info for the transport is entered and saved you would see the char info objects created as shown below In the same manner create another catalog for Key figures. Once both are completed you should be able to see them under the infoobjects Next and the last step in this BI are to create info objects for the characteristics and keyfigures.net 11/49 .

When creating Key figures select APO function. vishnuop@sapanalyst.1) ZV_STFR2 Forecast (Stat.vishnu pathangi 12/49 in the planning objects and keyfigures in the planning area are to be created here.) Characteristics Brand Product Location Customer Sales org ZV_BRND 9AMATNR 9ALOCNO ZV_CUST ZV_SORG Key figures ZV_DEPDM Dependent Demand ZV_TOTDM Total Demand Plan ZV_MANCOR Manual Correction ZV_PLNDPR Planned Price ZV_PROM1 Promotion 1 ZV_SLSFR Sales Forecast ZV_STFR1 Forecast (Stat.2) 9ATOTFC Total Forecast ZV_SLHIST Sales History ZV_MANFIX Fixing Values In the same screen right click on the In the next screen enter the characteristics that we would like to have When creating characteristics select BW function.net 12/49 .

I have selected Char and length to be 10. You should be able to see that the Version and Object status are in Active state as shown in the fig.net 13/49 .vishnu pathangi 13/49 Once you selected enter it would take you to the screen where you would enter the attributes of the characteristics like data type and Length. For ZV_BRAND. Click on the activation icon on the top. vishnuop@sapanalyst.

For creating key figures. right click on the And enter the Key figures that we have discussed. vishnuop@sapanalyst.vishnu pathangi 14/49 Similarly create for other characteristics too.net 14/49 .

Demand Planning is always with 0unit.vishnu pathangi 15/49 Enter the quantity and unit of currency in the next screen.net 15/49 . vishnuop@sapanalyst.

Code: /n/SAPapo/msdp_Admin vishnuop@sapanalyst. But it should be avoided to change in the Master planning objects. Please note that the key figures can be added here at any point of time.vishnu pathangi 16/49 Similarly create the same for other key figures. our next step is to create the Master Planning Object structure In your SAP Menu ->Advanced Planning and Optimization ->Demand Planning ->Environment -> Administration of Demand Planning and Supply Network Planning T. Once the BW part is complete.net 16/49 .

net 17/49 .vishnu pathangi 17/49 Once in select the Planning objects structure right click on the planning objects structure folder and create vishnuop@sapanalyst.

net 18/49 .vishnu pathangi 18/49 In the next screen enter the long text and also select the planning object structures. vishnuop@sapanalyst.

Click on the Info provider and search for the Planning Object that you have created. Activate.vishnu pathangi 19/49 Once all the object structures are in. In this case. To check this click on the . “ZV_POS” Double click on the instance and it will show With this we complete the first step in Demand Planning i. This inturn will activate an infocube in the same name in BW.e. vishnuop@sapanalyst.net 19/49 . Master Planning Object Structure The next step is the creation of storage bucket profile.

vishnu pathangi 2.Code: /n/SAPapo/tr32 Here we enter at what period we would be planning the DP. Time bucket profile vishnuop@sapanalyst. Storage Bucket Profile 20/49 The storage bucket profile is also called Periodicities for planning area. The path for creating the storage bucket profile is SAP menu->Demand planning ->Environment->Current settings ->Periodicities for Planning Area T. Like weekly or monthly or yearly For test purpose we will keep the horizon for 10 years.net 20/49 . The next step is the creation of Time bucket profile 3.

vishnu pathangi 21/49 For this we need 2 types of profile. 4.Code: /n/SAPapo/tr30 The next step is the creation of planning area. Planning Area vishnuop@sapanalyst.net 21/49 . one for future and the other for history So let us name the future as ZV_TBFUT and for history ZV_TBHIS The path for creating Time bucket profile is SAP menu->Demand planning ->Environment->Current settings ->Maintain Time bucket profile for Demand Planning and Supply Network Planning T.

code and right clock on Planning Area to create the planning area.Code: /n/SAPapo/msdp_Admin Enter the T.vishnu pathangi 22/49 In your SAP Menu ->Advanced Planning and Optimization ->Demand Planning ->Environment -> Administration of Demand Planning and Supply Network Planning T. vishnuop@sapanalyst.net 22/49 .

net 23/49 .vishnu pathangi 23/49 Enter the following details and save. Once you click enter you will be taken into the detail view of the Planning Area. Select the Key Figs tab and add all the key figs that you have described vishnuop@sapanalyst.

vishnu pathangi 24/49 In the locking logic.net 24/49 . unlock the deactivate the “Activate livecache Lock” vishnuop@sapanalyst.

vishnu pathangi 25/49 Once saved it will appear in as following Next step is to create Time series objects for the planning area. Right click on the created planning area and select “Create Time series objects” vishnuop@sapanalyst.net 25/49 .

and if we did not give that vast time period. So enter the required planning time period in the Time period section vishnuop@sapanalyst. I.e this should reflect the 18 months period (or the client’s time period) The date entered in the planning version is like a safety cap. then we do not need to go and change it every 18 months and also once the first 18 months planning is done.vishnu pathangi 26/49 As we enter the “000”. If we give a range of 10 years.net 26/49 . At any point of time it should have 2 years of past history and 18 months of future history. But the dates should reflect the exact date of when the planning would take place. the planning version we described. then the there is a huge gap and discrepancy created. it would automatically populate the start and end date.

net 27/49 . This is nothing but. a combination of (values) key figures and vishnuop@sapanalyst. It would through the following error This is because we did not maintain the characteristic combinations.vishnu pathangi 27/49 Once you clicked on the execute icon.

go to the planning objects. vishnuop@sapanalyst. select the one that we created ZV_POS. right click ->Char.net 28/49 .vishnu pathangi 28/49 characteristics. To maintain these values. Combinations->Maintain This would take you to the following screen.

For our example I am selecting the create characteristics combinations”.net 29/49 . Product Brand. If you select “Single characteristic combination” In APO itself you can create the location.vishnu pathangi 29/49 Here you have two options to enter the data. This will take you to the next screen where you can load data vishnuop@sapanalyst. To enter more than one record at a time you can select “create characteristics combinations”. This is helpful if you wanted to enter 1 or 2 set of data (1 or 2 row). Customer and so on.

vishnuop@sapanalyst. For our example I am selecting the option of loading from a file. In real time scenario the data are uploaded from Info providers. The “Create manually” option will let you enter the data one by one.net 30/49 .vishnu pathangi 30/49 There are several options to load the data again. using BAdI or even from other Planning objects. To load from ECC to SCM you would first have to enter the data in the Info Cube (BW) and then transport from BW to SCM. The reason is there might several changes to the master data and hence maintenance is easier with info providers. The “Load to worklist” and “Generate Immediately” options would let you upload the file in several ways. This file will be created with format shown in the next figure. from CSV file. using info cube.

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vishnu pathangi Let us create a new file “DP_POS_Data. Click on and generate combinations by clicking vishnuop@sapanalyst.net 32/49 .txt” attached below 32/49 C:\Docum ents and Settings\Owner\Desktop\DP_POS_Data.txt Make sure that the columns and rows match. You might have to “tab” twice in your keyboard to adjust the key figures as per the columns Once executed your data will be displayed in SAP as: Once you see the data entered.

vishnu pathangi 33/49 To view in detail.net 33/49 . Select the option Yes and proceed vishnuop@sapanalyst. go back to the previous screen.

This will display all the uploaded data vishnuop@sapanalyst.vishnu pathangi 34/49 Select Display Characteristic Combinations and in the next screen click on the execute icon.net 34/49 .

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Take care of the start and End date of Time period. Once you clicked on the execute icon. Right click on the created planning area and select “Create Time series objects” and enter the required details. Create the Time series objects for the planning area. It will be activated this time vishnuop@sapanalyst.vishnu pathangi 36/49 Please note that the BOM Char Comb ID column will not be displayed as it is Internal Now that the Combinations are maintained go back and activate the Planning Area.net 36/49 .

net 37/49 .vishnu pathangi 37/49 This finishes the setup of planning area. vishnuop@sapanalyst. The next step in the DP configuration is the Planning books and data view.

vishnu pathangi 5) Planning books and data view 38/49 Planning book is the most important tool for demand planner. the data stored in the Planning are maintained by him. In your SAP Menu ->Advanced Planning and Optimization ->Demand Planning ->Environment -> Current Settings -> Define Planning book T. Enter the name of the planning book.Code.Code: /n/SAPapo/SDP8B Once you enter the T. Although the Demand Planner does not maintain the Planning area. There can be n-number of planning book per planning To define a Planning book. Let us name our planning book as ZV_PLGBK and click on create vishnuop@sapanalyst.net 38/49 . The data for planning is derived from the planning area.

vishnuop@sapanalyst.net 39/49 . The navigational views in the same screen represent the planning model type and the screen selections associated with it.vishnu pathangi 39/49 In the next screen enter the planning book description and planning area. Select all the views and continue.

vishnu pathangi 40/49 For our example I am selecting all the key figures from the planning object and characteristics from the planning area. vishnuop@sapanalyst.net 40/49 .

then the DP would start on 21-oct-2009. Planning book is a subset of Planning Area and Data View is a subset of planning book. For example if the Planning start is 10-oct-2009. Offset field represents the buffer period given in days (offset in buckets). the Planning start is the day on/from which you want the planning to start. Here.net 41/49 .vishnu pathangi Click “Continue” to select the characteristics. and offset entry is 10. You can have n number of Data view for 1 planning book. This represents the number of days after which the DP to be started. 41/49 The next step is assigning Data view for the Planning book. vishnuop@sapanalyst. If left blank the planning will start automatically from today (default value).

Once selected. Once you click continue. You are the key figures here to add it to the data view. whether you wanted to view past history and if so from when and whether you wanted to manually enter/add history data in the planning book if so from when. we select all the key figures. but this time it is from the Planning book. Please note that the characteristics are not/cannot be selected.net 42/49 . only the key figures. vishnuop@sapanalyst. The Table1 field represents a name for this Data View table. For our example I have given from October 2007 onwards. Again for our example.vishnu pathangi 42/49 The TB represents the Time bucket profile that we assigned to planning area. you would again see the key figures. click complete to activate the planning book. The visible and Input fields are related to the Time bucket history profile.

vishnuop@sapanalyst.net 43/49 .vishnu pathangi 43/49 Now to see how all the description/data entry we did in the previous step. Click on Edit In the next screen you would see. go back to the same transaction In your SAP Menu ->Advanced Planning and Optimization ->Demand Planning ->Environment -> Current Settings -> Define Planning book T.Code: /n/SAPapo/SDP8B Enter the Planning book name we created and the corresponding forecast in the data view.

the fields we described in the data view.Maintain Time Buckets Profile for Demand Plng and Supply Network Plng and change the month and week in the TB profile. For example. vishnuop@sapanalyst. same is affected here. Go to /SAPAPO/TR30 .vishnu pathangi 44/49 The table name we gave DP_FCST1. TB past and future and it will also be in Edit mode as during the planning book creation we selected the input option for TB past.net 44/49 . Please note that whenever we change the TB history and future.

vishnu pathangi 45/49 This completes the creation of planning book and data view. 6. The next is creation of Forecast profile. To create a forecasting profile. go to SAP menu-> Advanced Planning and Optimization ->Demand Planning -> Environment-> Maintain Forecast profiles.Maintain Forecast Profiles vishnuop@sapanalyst.net 45/49 . T. This assignment is done in the forecasting profile. Forecast Profile In order to do the Demand planning we need to forecast. For that forecasting we need to assign some algorithms/formulas to a profile.Code: /n/SAPAPO/MC96B . This forecasting profile is assigned to the planning area.

The forecast horizon represents the restricting period for this master forecast profile. Here u can either enter the “From” and “To” or you can just enter the period as shown in the figure above. vishnuop@sapanalyst.net 46/49 . The forecast figure key represents the key figure to which the calculated forecast to be saved. select the Planning Area and enter a name for the forecasting profile. For our example let us take ZV_STFR1.vishnu pathangi 46/49 Once in.

Once the details are entered on this screen click on the to save this profile. vishnuop@sapanalyst. For our model parameters. Then go to the main profile tab and assign this profile there. Here we choose Univariate profile. we choose Moving Average and for Forecast errors we choose.net 47/49 .vishnu pathangi 47/49 The next step is to select a model for the master profile to do the forecast. all the error type.

vishnu pathangi 48/49 Save the profile and exit. This completes the configuration required for the Demand Planning concept. vishnuop@sapanalyst.net 48/49 . From this we would be seeing the processes in DP or Interactive Demand Planning.

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