Sales and Operations Planning with SAP IBP
1st Edition
Published on 28. May 2018
Book
Hardback
499 pages
978-1-4932-1674-1 (ISBN)
Description
Attention, supply chain planners: Ready to get S&OP working for you? Configure SAP Integrated Business Planning for S&OP, from your master data types to your planning levels. Then execute demand planning, perform unconstrained or constrained supply planning, and consolidate the results into views with step-by-step instructions. Get more out of your new SAP IBP implementation with what-if scenarios, KPIs, dashboards, and built-in integrations.
Highlights include:
Demand planning
Unconstrained supply planning
Constrained supply planning
Consolidation
Collaboration
Simulations
Process management
Planning views
Reporting and analytics
Configuration and integration
Case studies
More details
Other editions
New editions
Sagar Deolalikar | Raghav Jandhyala | Pramod Mane
Sales and Operations Planning with SAP IBP
Book
03/2023
2nd Edition
SAP PRESS
€89.95
Available immediately
Persons
Author
Raghav Jandhyala is a director in supply chain management at SAP, where he is the product owner for SAP Integrated Business Planning for S&OP.
Jeroen Kusters is a senior manager for Deloitte Consulting with 10 years of supply chain planning experience. Jeroen started his career implementing SAP APO environment, with a focus on demand planning and service parts planning. Since 2013, his focus has been on SAP Integrated Business Planning; he works closely with SAP to drive new functionality enabling best-practice supply chain planning business processes.
Amit Sinha is an expert in SAP APO and SAP IBP, with a focus on business process reengineering and supply chain solution modeling in sales and operations planning, demand forecasting, supply planning, detail production scheduling, inventory optimization, and supply chain analytics. He has more than twelve years of supply chain management experience doing solution architecting and project management for planning projects for clients in the pharmaceutical, high-tech, manufacturing, consumer goods, and chemical industries.
Content
... Foreword from Franz Hero ... 17
... Foreword from Adam Mussomeli ... 19
... Preface ... 21
... Target Audience ... 21
... How to Read This Book ... 22
... How This Book Is Organized ... 22
... Conclusion ... 26
... Acknowledgments ... 26
1 ... Introduction to Sales and Operations Planning ... 29
1.1 ... Market Drivers ... 29
1.2 ... Process Drivers ... 34
1.3 ... Technology Drivers ... 39
1.4 ... SAP Integrated Business Planning ... 45
1.5 ... Summary ... 65
2 ... SAP IBP Model and Navigation ... 67
2.1 ... SAP Integrated Business Planning Architecture ... 67
2.2 ... Planning Model ... 68
2.3 ... Navigating the Planning Model ... 75
2.4 ... Summary ... 92
3 ... Demand Planning ... 93
3.1 ... Demand Planning at a Glance ... 93
3.2 ... Forecasting Input with Historical Data ... 102
3.3 ... Forecast Generation through Statistical Modeling ... 104
3.4 ... Collaborative Financial Modeling of Demand Forecast ... 116
3.5 ... Review, Collaboration, and Finalization of the Demand Plan ... 120
3.6 ... Summary ... 122
4 ... Unconstrained Supply Planning ... 123
4.1 ... Unconstrained Planning at a Glance ... 123
4.2 ... The Sales and Operations Planning Heuristic ... 126
4.3 ... Supply Network Design ... 127
4.4 ... Propagating Demand ... 134
4.5 ... Propagating Supply ... 149
4.6 ... Rough-Cut Capacity Planning ... 156
4.7 ... Parameters of the Heuristic ... 160
4.8 ... Summary ... 172
5 ... Constrained Supply Planning ... 173
5.1 ... Constrained Supply Planning at a Glance ... 173
5.2 ... S&OP Optimizer ... 174
5.3 ... Optimization Constraints ... 177
5.4 ... Financial Modeling of the Supply Chain ... 179
5.5 ... Advanced Optimizer Features ... 189
5.6 ... Summary ... 199
6 ... Consolidation ... 201
6.1 ... Consolidation at a Glance ... 201
6.2 ... Financial Projections and Review ... 205
6.3 ... Operationalizing the Plan ... 217
6.4 ... Summary ... 224
7 ... Collaboration and Management by Exception ... 227
7.1 ... SAP Jam Collaboration ... 227
7.2 ... Custom Alerts ... 238
7.3 ... Case Management ... 251
7.4 ... Tasks ... 254
7.5 ... Summary ... 257
8 ... Planning Simulations ... 259
8.1 ... Simulation Planning at a Glance ... 259
8.2 ... Simulations ... 264
8.3 ... Versions ... 268
8.4 ... Scenarios ... 273
8.5 ... Summary ... 277
9 ... Process Management ... 279
9.1 ... Process Management in Practice ... 280
9.2 ... Setting Up Process Templates and Automations ... 284
9.3 ... Manage Processes ... 292
9.4 ... Task Management ... 301
9.5 ... Process Management with SAP Jam ... 305
9.6 ... Summary ... 306
10 ... Configuring SAP IBP for Sales and Operations ... 309
10.1 ... Planning Areas and Time Profiles ... 310
10.2 ... Attributes and Master Data Types ... 319
10.3 ... Planning Levels ... 330
10.4 ... Key Figures ... 333
10.5 ... Planning Operators ... 344
10.6 ... History Report ... 349
10.7 ... Advanced Configuration ... 352
10.8 ... System Performance Recommendations ... 355
10.9 ... Summary ... 357
11 ... Building Planning Views ... 359
11.1 ... Planning Views, Templates, and Favorites ... 359
11.2 ... Formatting Planning Views ... 372
11.3 ... Using Charts ... 380
11.4 ... Master Data Worksheets ... 383
11.5 ... Using Microsoft Visual Basic for Applications ... 388
11.6 ... Summary ... 389
12 ... Key Performance Indicators and Performance Monitoring ... 391
12.1 ... Key Performance Indicators in SAP IBP ... 392
12.2 ... Monitoring and Continuous Improvement ... 404
12.3 ... Summary ... 409
13 ... Dashboard and Analytics ... 411
13.1 ... Advanced Analytics ... 412
13.2 ... Advanced Dashboards ... 428
13.3 ... Summary ... 436
14 ... Integrating SAP IBP for Sales and Operations ... 437
14.1 ... Data Integration Scenarios ... 437
14.2 ... Integration for Tactical Planning ... 439
14.3 ... Integration for Operational Planning ... 454
14.4 ... Other Integrations ... 456
14.5 ... Summary ... 458
15 ... Roles and Security ... 459
15.1 ... Security Management ... 459
15.2 ... User Management ... 462
15.3 ... Business Roles Management ... 467
15.4 ... Permission Filters ... 470
15.5 ... Infrastructure Management ... 474
15.6 ... Summary ... 476
16 ... SAP IBP Case Studies ... 477
16.1 ... High-Tech OEM ... 477
16.2 ... Life Sciences and Health Care ... 484
16.3 ... Summary ... 488
... The Authors ... 489
... Index ... 491
... Foreword from Adam Mussomeli ... 19
... Preface ... 21
... Target Audience ... 21
... How to Read This Book ... 22
... How This Book Is Organized ... 22
... Conclusion ... 26
... Acknowledgments ... 26
1 ... Introduction to Sales and Operations Planning ... 29
1.1 ... Market Drivers ... 29
1.2 ... Process Drivers ... 34
1.3 ... Technology Drivers ... 39
1.4 ... SAP Integrated Business Planning ... 45
1.5 ... Summary ... 65
2 ... SAP IBP Model and Navigation ... 67
2.1 ... SAP Integrated Business Planning Architecture ... 67
2.2 ... Planning Model ... 68
2.3 ... Navigating the Planning Model ... 75
2.4 ... Summary ... 92
3 ... Demand Planning ... 93
3.1 ... Demand Planning at a Glance ... 93
3.2 ... Forecasting Input with Historical Data ... 102
3.3 ... Forecast Generation through Statistical Modeling ... 104
3.4 ... Collaborative Financial Modeling of Demand Forecast ... 116
3.5 ... Review, Collaboration, and Finalization of the Demand Plan ... 120
3.6 ... Summary ... 122
4 ... Unconstrained Supply Planning ... 123
4.1 ... Unconstrained Planning at a Glance ... 123
4.2 ... The Sales and Operations Planning Heuristic ... 126
4.3 ... Supply Network Design ... 127
4.4 ... Propagating Demand ... 134
4.5 ... Propagating Supply ... 149
4.6 ... Rough-Cut Capacity Planning ... 156
4.7 ... Parameters of the Heuristic ... 160
4.8 ... Summary ... 172
5 ... Constrained Supply Planning ... 173
5.1 ... Constrained Supply Planning at a Glance ... 173
5.2 ... S&OP Optimizer ... 174
5.3 ... Optimization Constraints ... 177
5.4 ... Financial Modeling of the Supply Chain ... 179
5.5 ... Advanced Optimizer Features ... 189
5.6 ... Summary ... 199
6 ... Consolidation ... 201
6.1 ... Consolidation at a Glance ... 201
6.2 ... Financial Projections and Review ... 205
6.3 ... Operationalizing the Plan ... 217
6.4 ... Summary ... 224
7 ... Collaboration and Management by Exception ... 227
7.1 ... SAP Jam Collaboration ... 227
7.2 ... Custom Alerts ... 238
7.3 ... Case Management ... 251
7.4 ... Tasks ... 254
7.5 ... Summary ... 257
8 ... Planning Simulations ... 259
8.1 ... Simulation Planning at a Glance ... 259
8.2 ... Simulations ... 264
8.3 ... Versions ... 268
8.4 ... Scenarios ... 273
8.5 ... Summary ... 277
9 ... Process Management ... 279
9.1 ... Process Management in Practice ... 280
9.2 ... Setting Up Process Templates and Automations ... 284
9.3 ... Manage Processes ... 292
9.4 ... Task Management ... 301
9.5 ... Process Management with SAP Jam ... 305
9.6 ... Summary ... 306
10 ... Configuring SAP IBP for Sales and Operations ... 309
10.1 ... Planning Areas and Time Profiles ... 310
10.2 ... Attributes and Master Data Types ... 319
10.3 ... Planning Levels ... 330
10.4 ... Key Figures ... 333
10.5 ... Planning Operators ... 344
10.6 ... History Report ... 349
10.7 ... Advanced Configuration ... 352
10.8 ... System Performance Recommendations ... 355
10.9 ... Summary ... 357
11 ... Building Planning Views ... 359
11.1 ... Planning Views, Templates, and Favorites ... 359
11.2 ... Formatting Planning Views ... 372
11.3 ... Using Charts ... 380
11.4 ... Master Data Worksheets ... 383
11.5 ... Using Microsoft Visual Basic for Applications ... 388
11.6 ... Summary ... 389
12 ... Key Performance Indicators and Performance Monitoring ... 391
12.1 ... Key Performance Indicators in SAP IBP ... 392
12.2 ... Monitoring and Continuous Improvement ... 404
12.3 ... Summary ... 409
13 ... Dashboard and Analytics ... 411
13.1 ... Advanced Analytics ... 412
13.2 ... Advanced Dashboards ... 428
13.3 ... Summary ... 436
14 ... Integrating SAP IBP for Sales and Operations ... 437
14.1 ... Data Integration Scenarios ... 437
14.2 ... Integration for Tactical Planning ... 439
14.3 ... Integration for Operational Planning ... 454
14.4 ... Other Integrations ... 456
14.5 ... Summary ... 458
15 ... Roles and Security ... 459
15.1 ... Security Management ... 459
15.2 ... User Management ... 462
15.3 ... Business Roles Management ... 467
15.4 ... Permission Filters ... 470
15.5 ... Infrastructure Management ... 474
15.6 ... Summary ... 476
16 ... SAP IBP Case Studies ... 477
16.1 ... High-Tech OEM ... 477
16.2 ... Life Sciences and Health Care ... 484
16.3 ... Summary ... 488
... The Authors ... 489
... Index ... 491