Sales and Operations Planning with SAP IBP
Ready to master S&OP? See how to configure SAP IBP for sales and operations to fit your unique requirements, from key figures to the planning model. Then use step-by-step instructions to execute demand planning, perform unconstrained or constrained supply planning, and consolidate the results into views. With this authoritative guide, get more out of your new SAP IBP implementation by tapping into what-if scenarios, KPIs and dashboards, collaboration using SAP Work Zone, and more!
- Set up and use SAP IBP for sales and operations planning
- Perform demand planning, constrained and unconstrained supply planning, and more
- Build planning views and dashboards to report on your KPIs
You'll learn about:
- Planning Basics:
Get step-by-step instructions for your essential S&OP tasks. Use historical data to create a statistical model during demand planning, implement shelf-life distribution planning, and use the S&OP optimizer for constrained supply planning.
- Advanced Planning:
From running simulations to building planning views, see how SAP IBP takes your S&OP calculations to the next level. Monitor the effectiveness of your sales and operations plan with performance monitoring, advanced analytics, dashboards, and KPIs.
- Configuration and Integration:
Walk through the global settings, master data, and key figures for setting up SAP IBP for sales and operations. See how to transfer data from SAP ERP, SAP S/4HANA, and other systems into SAP IBP.
Key Highlights:
- Demand planning
- Unconstrained supply planning
- Constrained supply planning
- Consolidation
- Collaboration
- Simulations
- Process management
- Planning views
- Reporting and analytics
- Configuration and integration
View Full Table of Contents
- Foreword from Franz Hero
- Foreword from Adam Mussomeli
- Preface
- Target Audience
- How to Read This Book
- How This Book Is Organized
- Conclusion
- Acknowledgments
- 1 Introduction to Sales and Operations Planning
- 1.1 Market Drivers
- 1.1.1 Supply Chain Disruptions
- 1.1.2 Globalization
- 1.1.3 Market Volatility
- 1.2 Process Drivers
- 1.2.1 Sales and Operations Planning: Process Definition
- 1.2.2 Planning Horizons
- 1.2.3 Sales and Operations Planning: Process Decomposition
- 1.3 Technology Drivers
- 1.3.1 Interactive Planning with In-Memory Computing
- 1.3.2 Data Visualization
- 1.3.3 Collaboration
- 1.4 SAP Integrated Business Planning
- 1.4.1 An Integrated Approach
- 1.4.2 Better Algorithms
- 1.4.3 User Experience
- 1.4.4 More Agility
- 1.4.5 SAP Integrated Business Planning Modules
- 1.5 Summary
- 2 SAP IBP Model and Navigation
- 2.1 SAP Integrated Business Planning Architecture
- 2.2 Planning Model
- 2.2.1 Attributes
- 2.2.2 Master Data Types
- 2.2.3 Time Profiles
- 2.2.4 Planning Areas
- 2.2.5 Planning Levels
- 2.2.6 Key Figures
- 2.2.7 Versions and User-Defined Scenarios
- 2.2.8 Multilanguage Support for Modeling Objects
- 2.3 Navigating the Planning Model
- 2.3.1 Excel User Interface
- 2.3.2 Web-Based SAP Fiori Applications
- 2.3.3 Social Collaboration
- 2.4 Summary
- 3 Demand Planning
- 3.1 Demand Planning at a Glance
- 3.1.1 Demand Forecasting Approach
- 3.1.2 Demand Planning Strategy
- 3.1.3 Demand Planning Process
- 3.2 Forecasting Input with Historical Data
- 3.3 Forecast Generation through Statistical Modeling
- 3.3.1 Statistical Models
- 3.3.2 Configuring and Executing Forecasting Models
- 3.4 Driver-Based Planning
- 3.5 Collaborative Financial Modeling of Demand Forecast
- 3.5.1 Income Statement Financial Model in SAP IBP
- 3.5.2 Financial Ratios and Analytics in SAP IBP
- 3.6 Review, Collaboration, and Finalization of the Demand Plan
- 3.7 Summary
- 4 Unconstrained Supply Planning
- 4.1 Unconstrained Planning at a Glance
- 4.2 The Sales and Operations Planning Heuristic
- 4.3 Supply Network Design
- 4.3.1 Products, Locations, and Customers
- 4.3.2 Sourcing Rules
- 4.3.3 Supply Network Accuracy and Check Mode
- 4.3.4 Subnetworks
- 4.4 Forecast Consumption
- 4.4.1 Forecast Consumption Methods
- 4.4.2 Forecast Consumption Profile
- 4.5 Propagating Demand
- 4.5.1 Sample Supply Network
- 4.5.2 Consensus Demand
- 4.5.3 Customer Sourcing
- 4.5.4 Net Demand Calculation
- 4.5.5 Location Sourcing
- 4.5.6 Production Sourcing
- 4.5.7 Lot Sizes
- 4.6 Propagating Supply
- 4.6.1 External Receipts
- 4.6.2 Production Component
- 4.6.3 Production Receipts
- 4.6.4 Transport Receipts
- 4.6.5 Constrained Demand
- 4.6.6 Minimum and Adjusted Key Figures
- 4.7 Rough-Cut Capacity Planning
- 4.7.1 Production Resources
- 4.7.2 Handling and Storage Resources
- 4.7.3 Capacity Key Figures
- 4.8 Parameters of the Heuristic
- 4.8.1 Processing Mode
- 4.8.2 Heuristic Type
- 4.8.3 Planning Level of the Heuristic
- 4.8.4 Quota Check Parameters
- 4.8.5 Carryforward Negative Projected Inventory
- 4.8.6 Balanced Receipts
- 4.8.7 Initialize Lead Time Horizon
- 4.8.8 Compute Expected Supply
- 4.8.9 Use of Validity Dates
- 4.9 Shelf-Life Planning
- 4.9.1 Shelf-Life Planning Infinite Heuristic
- 4.9.2 Shelf-Life Distribution Planning Heuristic
- 4.10 Summary
- 5 Constrained Supply Planning
- 5.1 Constrained Supply Planning at a Glance
- 5.2 Sales and Operations Planning Optimizer
- 5.3 Optimization Constraints
- 5.3.1 Hard Constraints
- 5.3.2 Pseudo-Hard Constraints
- 5.3.3 Soft Constraints
- 5.4 Financial Modeling of the Supply Chain
- 5.4.1 Financial or Cost Key Figures
- 5.4.2 Optimizer Parameters
- 5.5 Advanced Optimizer Features
- 5.5.1 Late-Demand Fulfillment
- 5.5.2 Minimum Resource Consumption
- 5.5.3 Fair-Share Distribution
- 5.5.4 Aggregate Constraints
- 5.5.5 Multiple Demand Category
- 5.5.6 Product Substitution
- 5.5.7 Subnetworks
- 5.5.8 Optimizer Explanation
- 5.6 Finite Heuristic
- 5.7 Summary
- 6 Consolidation
- 6.1 Consolidation at a Glance
- 6.1.1 Integrated Reconciliation Review
- 6.1.2 Executive Review
- 6.1.3 Operationalize the Approved Constrained Plan
- 6.2 Financial Projections and Review
- 6.2.1 Financial Projections of the Plan
- 6.2.2 Integrated Reconciliation Review
- 6.2.3 Management Business Review
- 6.3 Operationalizing the Plan
- 6.3.1 Plan Integration Overview
- 6.3.2 Integration between SAP IBP for Sales and Operations and SAP IBP for Demand
- 6.3.3 Integration between SAP IBP for Sales and Operations and SAP IBP for Inventory
- 6.3.4 Integration between Tactical Time-Series-Based and Order-Based Plans
- 6.3.5 Integration between Tactical Sales and Operations Planning with Financial Planning
- 6.4 Summary
- 7 Collaboration and Management by Exception
- 7.1 Collaboration Using SAP Build Work Zone
- 7.1.1 Navigation
- 7.1.2 SAP Integrated Business Planning Integration
- 7.1.3 Excel Planning View Integration
- 7.2 Custom Alerts
- 7.2.1 SAP Fiori Applications
- 7.2.2 Using Custom Alerts
- 7.2.3 Configuring Custom Alerts
- 7.3 Case Management
- 7.4 Tasks
- 7.5 Summary
- 8 Planning Simulations
- 8.1 Simulation Planning at a Glance
- 8.1.1 Demand Factors
- 8.1.2 Supply Feasibility Factors
- 8.1.3 Simulation Examples
- 8.2 Simulations
- 8.3 Versions
- 8.3.1 Manage Versions
- 8.3.2 Version Comparison
- 8.3.3 Version Configuration
- 8.4 Scenarios
- 8.4.1 Scenario Creation
- 8.4.2 Scenario Comparison
- 8.4.3 Manage Scenario
- 8.4.4 Version and Scenario Comparison
- 8.5 Summary
- 9 Process Management
- 9.1 Process Management in Practice
- 9.2 Setting Up Process Templates and Automations
- 9.2.1 Process Roles
- 9.2.2 Time Zone, Workday, and Duration Settings for Process Steps
- 9.2.3 Tasks Assignment
- 9.2.4 Process Steps Automation
- 9.2.5 Process Orchestration of Application Jobs
- 9.2.6 Gantt Chart View of Sequential and Parallel Processes
- 9.3 Manage Processes
- 9.3.1 What Is a Process?
- 9.3.2 Creating a Process
- 9.3.3 Managing Process Lifecycle
- 9.3.4 Monitoring Process Status
- 9.3.5 Process Dashboards
- 9.4 Task Management
- 9.4.1 Tasks Assignments and Completions
- 9.4.2 Tasks Completion from SAP Integrated Business Planning, Add-In for Microsoft Excel
- 9.4.3 Process Progress Based on Tasks Completion
- 9.5 Process Management with SAP Build Work Zone
- 9.6 Application Programming Interfaces for Process Management
- 9.7 Summary
- 10 Configuring SAP IBP for Sales and Operations
- 10.1 Planning Areas and Time Profiles
- 10.1.1 Planning Areas
- 10.1.2 Time Profile
- 10.2 Attributes and Master Data Types
- 10.2.1 Attributes
- 10.2.2 Master Data Types
- 10.3 Planning Levels
- 10.4 Key Figures
- 10.4.1 What Are Key Figures?
- 10.4.2 Creating Key Figures
- 10.4.3 Key Figure Types
- 10.4.4 Key Figure Aggregations
- 10.4.5 Disaggregation
- 10.4.6 Key Figure Calculations
- 10.5 Planning Operators
- 10.5.1 Creating a Copy Operator
- 10.5.2 Data Lifecycle Management
- 10.6 History Report
- 10.7 Advanced Configuration
- 10.8 System Performance Recommendations
- 10.9 Summary
- 11 Building Planning Views
- 11.1 Planning Views, Templates, and Favorites with Excel
- 11.1.1 Planning View Creation
- 11.1.2 Templates and Favorites
- 11.2 Planning Views, Custom Alerts, and Analytics Charts with Planner Workspaces
- 11.3 Formatting Planning Views
- 11.3.1 Basic Layout Tips
- 11.3.2 Sheet Options and Local Members
- 11.3.3 SAP Integrated Business Planning: Formatting Sheet
- 11.4 Using Charts
- 11.5 Master Data Worksheets
- 11.5.1 Master Data Workbooks
- 11.5.2 Planning Object Creation
- 11.5.3 Master Data App
- 11.6 Using Microsoft Visual Basic for Applications
- 11.6.1 VBA for Formulas in Local Members
- 11.6.2 Visual Basic for Applications: Hooks
- 11.7 Summary
- 12 Key Performance Indicators and Performance Monitoring
- 12.1 Key Performance Indicators in SAP IBP
- 12.1.1 How Key Performance Indicators Work
- 12.1.2 Using Key Performance Indicators in SAP IBP
- 12.1.3 Demand Review Key Performance Indicators
- 12.1.4 Supply Review Key Performance Indicators
- 12.1.5 Operating Review Key Performance Indicators
- 12.1.6 Executive Review Key Performance Indicators
- 12.2 Key Performance Indicators for Supply Chain Sustainability
- 12.3 Monitoring and Continuous Improvement
- 12.3.1 Balanced Scorecard
- 12.3.2 Root-Cause Analysis
- 12.3.3 Define, Measure, Analyze, Improve, and Control
- 12.4 Summary
- 13 Dashboards and Analytics
- 13.1 Advanced Analytics
- 13.1.1 Types of Analytics and Charts
- 13.1.2 Creating Advanced Analytics Charts
- 13.1.3 Managing Advanced Analytics Charts
- 13.2 Advanced Dashboards
- 13.2.1 Creating Advanced Dashboards
- 13.2.2 Using Advanced Dashboards
- 13.2.3 Managing Advanced Dashboards
- 13.3 Summary
- 14 Integrating SAP IBP for Sales and Operations
- 14.1 Data Integration Scenarios
- 14.2 Integration for Tactical Planning
- 14.2.1 SAP Cloud Integration for Data Services
- 14.2.2 Manual Data Integration Using Web Interface
- 14.2.3 Export of Key Figure Data Using OData Services
- 14.3 Integration for Operational Planning
- 14.4 Other Integrations
- 14.4.1 Financial Integration with SAP Analytics Cloud
- 14.4.2 Opportunities Integration with SAP Cloud for Customer
- 14.5 Summary
- 15 Roles and Security
- 15.1 Security Management
- 15.2 User Management
- 15.2.1 Creating Users
- 15.2.2 User Groups
- 15.3 Business Roles Management
- 15.4 Permission Filters
- 15.4.1 Read Criteria
- 15.4.2 Write Criteria
- 15.4.3 Permission Filters in the Process Stage
- 15.5 Infrastructure Management
- 15.6 Summary
- The Authors
- Index
