S/4 HANA Advance

Planning
Overview
SAP APO (Advanced Planning and Optimization) application has been transformed into SAP IBP (Integrated Business
Planning) and S/4HANA PPDS.

 PP/DS planning and scheduling features available in SAP S/4HANA

 Constraint-based capacity planning, scheduling & optimization
 Heuristic framework
 Industry-specific features (RPM, CBP etc).
 Simulation versions.
 Supports various manufacturing models (MTO/MTS)
 Simplicity and Seamless Integration
 One coherent application, consistent look at feel, intuitive navigation PP/DS is an integral part of S4/HANA (not
an add-on, not a side-by-side installation).
 Simplified master data and integration model maintenance.
Flow Chart
PPDS mainly covers the following requirements.

 To create procurement proposals for in-house production or external procurement to cover product
requirements

 To optimize and plan the resource schedule and the order dates/times in detail

 Reduce lead times

 Increase on-time delivery performance

 Increase the throughput of products and reduce the stock costs, through better coordination of resources,
production, and procurement
Configuration
s
Advanced planning function activation
• In order to switch Advanced Planning function, you have to enter Customizing (transaction SPRO) Advanced
Planning -> Basic Settings -> Activate Advanced Planning and Scheduling
Data transfer settings
Define the transaction data that can be transferred from SAP ERP to PPDS and vice versa. In other words, you can select for
transfer those order types that should be advanced planning-relevant this includes:
Global Settings – Global Parameters
The system will only use these default values if you have not specified any values in the master data or the
applications
Set up the Model and Planning Version

Core Interface settings (CIF)

 Name Logical System
 Assign a Logical System to a Client
 Set Up RFC Destination
 Maintain Business System Group
 Assign Logical System and Queue Type
 Maintain Operating Mode
 Specify SAP APO Release
Master Data
• Product
• Location
• Resource
• Production data structure
Material Master
Advance planning check in Material master
Product Master : PPDS tab

 Basic details for Product is CIFed from but

some additional settings are maintained for
PPDS:
 Production planning procedure

 Product Heuristic

 Plan Explosion

 PPDS Horizon
Resource
Advance planning check in Work centre
 Resource Master in PPDS
Work Center in S4
 Resource Master in PPDS
Work Center in S4
Capacity Variants
Capacity variants is used to define the available capacity based on different shift programs in PPDS.

Time interval and shift sequence is assigned to the capacity variant. This defines the available capacity of the capacity variant.
Available capacity in Capacity variant
Capacity Variants

Resource capacity is defined by active capacity variant.

Active Variant is maintained in the General tab of resource master

Production Version

Production Version with BOM and Routing/Recipe is CIFed as PDS.

Production Data Structure : Components
Production Data Structure : Operations
Production Data Structure : Activities
Production Data Structure : Activities Relationships
Areas for PPDS Heuristics

 Production Planning Heuristics:

 Mainly focused on planning Products with Lot

sizing procedures. Standard PPDS
Heuristics
 Detailed Scheduling Heuristics:
Production Detailed
 Mainly focused on scheduling Resources and Planning Scheduling
Operations. ( For Products ) ( For Resources)
 Heuristic for Production planning

Product Heuristics Production Planning Run Service Heuristics

Optimization SAP_PP_008 SAP_PP_019

Fix Pegging
Static Period SAP_MRP_001 Rescheduling Relationship
Procedure Product Planning ( According Bottom Up
to low level code) SAP_PP_011
SAP_PP_002 SAP_PP_005 Cont I/O Delete Fix Pegging
Plan Standard Lot Part period balancing

SAP_PP_012
SAP_PP_003 SAP_PP_006
Change order Priority
Plan shortage Quantity Least unit cost SAP_MRP_002 SAP_PP_009
Product Planning ( Plan
component immediately) Rescheduling
SAP_PP_018
SAP_PP_004
Plan shortage quantity in
SAP_PP_013 Bottom Up Generate Safety stock in
Live cache
three Horizon Graff Procedure

SAP_PP_020
SAP_PP_007 Stage Numbering
Reorder Point Planning SAP_PP_010 Algorithms

Rescheduling
SAP_PP_C001
Planning of Standard Lot for
Top Down
Cont I/O
 Heuristic for Detailed Scheduling

SAP001: Schedule Sequence

SAP002: Dissolve Backlog

SAP003: Schedule Sequence Manually

SAP004: Minimize Lead Time

SAP005: Schedule Deallocated Operations

SAP_DS_001: Stable Forward scheduling

Interactive PPDS Planning Tools

PPDS Tools

Detailed
Product
Product View Scheduling
Planning Table
Board
Product View

 In Product View Requirements/stock situation for a location product is shown.

 Production Planning Heuristic can be executed in Product View.

 Pegging overview tab page displays the pegging relationships between the receipt and the requirement
elements of a product.
Transaction : /SAPAPO/RRP3
View Requirements/stock situation for a location product
Pegging overview
Product Master
Product Heuristics
Variable Heuristics
Products tab
Product planning table:

 Create a variant
 User Settings
 Expand selections
 Strategies
 Product Heuristic
 Variable Heuristic
 Display / hide objects
 Display / hide charts
 Display master data
 Order processing
• Create a variant
 Restrict selected values in PPT is recommended (performance and visibility)
 Grouping related objects (resources involved in the same planning process)
 Easy and quick access
Create a variant
Enter required fields: Planning Version; Location; Resources/Products
Save
User Settings: Charts
Set On and select the charts to be displayed by default
Set On/Off to display/hide overview tree
Select charts to have available in overview tree
User Settings: Profile
Define different set of profiles used for planning functions.
User Settings: General
Select Column widths, days of supply parameters, product number display and unit of measure settings.
User Settings: Navigation Tree
Used to set default navigational tree to be populated when you open any selection.
User Settings: Sort order
Used to set sort your selection either in ascending or descending order in respective charts when you open
them.
User Settings: Periods
Select Period Category according to desired buckets to display information
User Settings: Product1
Select Single Row to display only one-row information for selected products.
Select Distributed Quantities to display continuous production results.
Here settings are just how you want to see your data and what data needs to be shown.
User Settings: Product2
Select info to be displayed in receipts/Demands/forecast row description (display Output Resource to
distinguish modes!!). Numbers show the order that info is appearing in description.
You can choose source of supply priority and modes priority setting also to show data in table.
User Settings: Resources
Select Single Row to display only %Occupation for selected resources.
Settings to show secondary resource, utilization and orders for particular status.
User Settings: Production
Select Distributed Quantities to display Continuous production results.
Select lines to be shown in Production view chart.
User Settings: Orders
User Settings: Product Overview
Shows alert profile used and other related settings options.
User Settings: Cross Location view
Used for aggregating requirements and receipts and other related items to be shown or hidden.
Settings can be changed and can be saved as per user requirement. New variant can be created and old one
can be deleted as per requirement.
Extend selections
It’s possible to extend the selection of objects in PPT without leaving the screen by clicking shuffler button
highlighted in below screenshot.
Strategy
It’s possible to choose standard Globe strategies as well as customize an existing one (save after changes)
The selected strategy will be considered by the Heuristic while running.
Product Heuristic
This option runs Heuristic for the selected products.
System will consider the selected strategy, heuristic and Lot Size Parameters from Product Master Data.
Variable Heuristic
This option allows to choose other PP Heuristics and/or change its main settings before running.
Other tabs used for checking selected products/Resources and to check logs after heuristic run.
Hide objects
While loading multiple products, Resources. Select object in chart and press hide button to hide it from the
chart.
Display / hide charts
Select chart in overview tree , drag and drop.
Display Master Data
Product / Location: Select row/ Right-click/ Location or Product Master data
Order Processing
Detailed Scheduling
Board
Topics

I. DS Planning board
II. DS strategy profile
III. Planning board functions
Selection screen:
Overall Profiles: Planning Board Profile
Overall Profiles: DS Strategy Profile
Overall Profiles: Heuristic Profile
Overall Profiles: More Profile
Detailed Scheduling board
 DS strategy profile
 DS strategy profile parameters controls the behavior
of scheduling and rescheduling of operations on the
planning board

 Desired date will help in deciding start date of the

operation on the planning board

 General Strategy parameters will decide the

planning direction, scheduling mode and other
relevant scheduling parameters of the operation on
the planning board

 Strategy parameters of dependent objects will

control the scheduling of dependent operations on
the planning board
• Current date : System searches for a scheduling date starting from the current operation or
order date. For backwards planning, this is the current end date of the operation or order, while for
forward planning, this is the current start date of the operation or order.

• Earliest date : System tries to schedule the operation or order as early as possible. The system
therefore searches for a scheduling date at the earliest possible date.
• You can only use this option in combination with the planning direction 'forwards'.

• Specified date : you can enter a default desired scheduling date in the detailed scheduling
planning board when accessing the planning function Reschedule. The system looks for a scheduling
date in the planning direction using this date as the start date. In the case of backwards planning, you
specify the desired end date of the operation or order, while for forward planning, you specify the
desired start date of the operation or order.
Forwards: System searches in the future for a scheduling date
e.g.: If the desired date is set as current date from current date system tries to schedule forwards.

Backwards: System searches in the past for a scheduling date

e.g.: Based on the order end date it tries to schedule in the backward direction

Forward with Reverse: System first searches in the future for a scheduling date. If it does not find a
scheduling date in this direction, it searches in the past

Backward with Reverse: System searches in the past for a scheduling date. If it does not find a
scheduling date in this direction, it searches in the future.
• Find Slot: The system attempts to schedule the operation to be scheduled or rescheduled in the next
possible slot in the direction of planning which is of sufficient length and in which sufficient capacity is available

• Insert operation: The system attempts to insert an operation to be scheduled or rescheduled (as close as
possible) to the desired date in the existing schedule

• Squeeze in operation: The system attempts to insert an operation to be scheduled or rescheduled for
the desired date in the existing schedule, even if the slot in the schedule is too small. If the slot is too small, the
system moves the neighboring operations in both planning directions

• Append operation: The system attempts to schedule an operation that is to be scheduled or

rescheduled after the last operation on the resources, independent of the desired date and the planning
direction

• Insert operation and close gaps until end: The system attempts to insert an operation that is to
be rescheduled at the desired point. The system then attempts to close the gaps in the resource schedule in the
planning direction using the original date of the operation as a starting point

• Infinite sequencing: This infinite scheduling mode allows the system to reschedule only those
operations selected by you and their dependent operations. These selected operations are scheduled without
gaps and do not take the existing capacity situation into account for the requested date on the resource
(infinite).
Checking this check box
will enable the system to
plan in non-working
times

Decides the system

behavior in case of
scheduling errors
Dependent operations of an
order will be scheduled
based on the setting
maintained here

Pegging significance will be

determined based on the
setting maintained here
Planning Board Functions

 Reschedule operations on the planning board  Save to simulation version

 Undo operation  Order Creation
 Heuristic execution  Order Deletion
 Visibility and Time scale  Drag and Drop
 Order fixing and unfixing  Change order quantity
 Fixing resource intervals  Maintain Downtime
 Multiple loading
 Viewing alert monitor
 Display logs
Planning board functions- Heuristic Execution
In menu bar click on Functions
-> select heuristics->choose
the required heuristic to be
executed

Select resources on the left

pane of the planning board
Multiple resources can be
selected by pressing on the
CTRL button on keyboard
and clicking the resources
 To hide Non-working time on the planning
Visibility and Timescale board, Go to Menu bar->Settings-
>Visibility-> Hide Non-working time
 To adjust the timescale and zooming
Zoom in and options on the planning board, Go to
Zoom out Menu bar->Settings->Timescale
buttons
Order fixing and unfixing
To fix or unfix the order, select
the order on the planning
board and right click on the
mouse, Select the options
Fix/Unfix respectively
 Viewing of the scheduled orders on the resources can be
Multiple loading adjusted by using the options Expand multiple loading or Hide
Multiple loading
Select the resource on the left pane of the board, right click
on the mouse and select the above-mentioned options
respectively
Viewing Alert Monitor
To view alerts from DS
planning board click
Alert monitor button
 To view the optimizer and
Display logs Scheduling logs click the
logs button in the tool bar
Save to simulation version
 Step 1: Click on Resource and
Order Creation right click
Step 2: Select Create order
option from the list
Order Deletion

Step 1: Select the order from

the planning board (multiple
orders can be selected by using
CTRL button on the keyboard)
Step 2: Right click and select
the option Delete order from
the list
Step 1: Select the rows of
the order which needs to
be deleted

Step 2: Click on the

continue button
Drag and Drop

Step 1: Select the order

Step 2: Drag and drop the order
with out releasing the left click on
the mouse to specific date and
time on the planning board
Change order quantity

Step 1: Select order and right

click
Step 2: Select Change order
quantity option from the list
Downtime

Step 1: Click on Resource and

right click
Step 2: Select define
downtimes from the list
Optimizer

 PPDS optimization is executed after an infinite MRP run has been executed.

 During optimization, the system carries out finite scheduling to achieve a feasible production plan.

 The optimization evaluates the dates, the resource allocation and the sequence of activities in the planned
scheduled , based on the planning-relevant variables.

 PPDS optimizer does not create or delete orders it just reschedules the order created by Heuristics.
Optimizer profile : Basic settings
Optimizer profile : Order Processing
Optimizer profile : Resource Processing
Optimizer profile : Horizon
Optimizer profile : Costs
Alerts
Alert Monitor

 Transaction /N/SAPAPO/AMON1
 The Alert Profile can be accessed by clicking on the icon in the transaction.
 On expanding the node Overall Alert Profile & APO: Production Planning / Detailed scheduling we can see all
the overall profiles & alert profiles configured.
 Alert profiles are configured and assigned to overall alert profile.
 An overall alert profile can be configured for each user/plant
Types of Alert
Monitoring
CIF Comparison and Reconciliation (CCR)
Errors can be seen in report.

Stuck order can be pushed/deleted to rectify inconsistency.

CIF Post Processing
• SMQ1 : Outbound Queues
• SMQ2 : Inbound Queues
• SLG1 : Analyse application logs
• ST22 : ABAP Dumps
• SM37 : Background Jobs