SAP Integrated Business Planning
Functionality and Implementation
1st Edition
Published on 28. May 2017
Book
Hardback
449 pages
978-1-4932-1427-3 (ISBN)
Description
Take your supply chain to the cloud with this guide to SAP IBP planning processes and configuration. Begin with the basics, from loading data into SAP IBP to exploring the planning model. Then dive deep into key functionality and implementation steps for S&OP, demand planning, supply and response planning, inventory management, and supply chain analytics. Using in-depth SAP SCM industry case studies, discover what it takes to ensure a successful adoption of SAP IBP.Highlights Include:1) Sales and operations planning (S&OP)2) Configuration and deployment3) Planning model4) Demand planning and forecasting5) Supply planning6) Response management7) Control Tower8) Inventory management and optimization9) Supply chain analytics10) Implementation methodology11) Use cases
Highlights:
1) Sales and operations planning (S&OP)
2) Configuration and deployment
3) Planning model
4) Demand planning and forecasting
5) Supply planning
6) Response management
7) Control Tower
8) Inventory management and optimization
9) Supply chain analytics
10) Implementation methodology
11) Use cases
More details
Other editions
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Sandy Markin | Amit Sinha | Sanchit Chandna
SAP Integrated Business Planning
Functionality and Implementation
Book
06/2021
3rd Edition
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€79.95
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05/2018
2nd Edition
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Persons
Author
Sandy Markin is the senior director of supply chain solutions at SAP and the solution owner of SAP Integrated Business Planning. Before SAP IBP, Sandy worked extensively as part of the design, development, and launch of SAP APO, among other supply chain solutions.
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
... Preface ... 17
... Target Audience ... 17
... How to Read This Book ... 18
... How This Book Is Organized ... 18
... Conclusion ... 21
... Acknowledgments ... 21
1 ... Introduction ... 25
1.1 ... Supply Chain Complexity in the Digital World ... 25
1.2 ... The Evolution of Supply Chain Planning at SAP ... 31
1.3 ... SAP IBP at a Glance ... 34
1.4 ... SAP IBP Architecture ... 44
1.5 ... SAP HANA and SAP IBP ... 45
1.6 ... Summary ... 46
2 ... Navigation ... 47
2.1 ... SAP Fiori ... 47
2.2 ... SAP IBP Excel Planning View ... 59
2.3 ... Summary ... 74
3 ... Planning Data ... 75
3.1 ... Master Data in a Supply Chain Network ... 75
3.2 ... Transactional Data in a Supply Chain Network ... 86
3.3 ... Standard Data Models in SAP IBP ... 87
3.4 ... Data Integration ... 88
3.5 ... Data Visualization in SAP IBP ... 93
3.6 ... Summary ... 98
4 ... Building Blocks of a Planning Model ... 99
4.1 ... Attribute ... 100
4.2 ... Master Data Type ... 101
4.3 ... Time Profile ... 104
4.4 ... Planning Area ... 105
4.5 ... Planning Level ... 106
4.6 ... Key Figure ... 107
4.7 ... Key Figure Calculation Logic ... 110
4.8 ... Planning Operators ... 114
4.9 ... Version ... 118
4.10 ... Scenario ... 118
4.11 ... Reason Code ... 119
4.12 ... Global Configuration Parameters ... 120
4.13 ... Snapshot Configuration ... 121
4.14 ... Summary ... 122
5 ... Configuring an SAP IBP System ... 123
5.1 ... Managing Planning Attributes ... 123
5.2 ... Assigning the Master Data Type ... 124
5.3 ... Creating Time Profiles ... 127
5.4 ... Defining Planning Areas ... 129
5.5 ... Managing the Planning Level ... 132
5.6 ... Using Key Figures ... 133
5.7 ... Adding Calculation Logic to Key Figures ... 135
5.8 ... Applying Planning Operators ... 135
5.9 ... Creating Reason Codes ... 136
5.10 ... Version Configuration ... 137
5.11 ... Creating Scenarios ... 138
5.12 ... Managing Global Configuration Settings ... 139
5.13 ... Activating the Planning Model ... 140
5.14 ... Deleting Active Objects ... 143
5.15 ... Summary ... 143
6 ... Sales and Operations Planning with SAP IBP ... 145
6.1 ... Objective of Sales and Operations Planning ... 145
6.2 ... Balancing Demand and Supply through Sales and Operations Planning ... 148
6.3 ... Managing Sales and Operations Planning Processes with SAP IBP ... 155
6.4 ... Summary ... 163
7 ... Implementing SAP IBP for Sales and Operations ... 165
7.1 ... Managing Master Data for Sales and Operations Planning ... 165
7.2 ... Building and Activating Sales and Operations Planning Models ... 169
7.3 ... Demand and Supply Planning for Sales and Operations Planning ... 177
7.4 ... Planning Views and Alerts through Sales and Operations Planning ... 186
7.5 ... Collaboration ... 192
7.6 ... Summary ... 195
8 ... Demand Planning and Forecasting with SAP IBP ... 197
8.1 ... Demand Forecasting, Demand Planning, and Demand Sensing ... 198
8.2 ... Performing Demand Forecasting and Demand Sensing ... 202
8.3 ... Preprocessing for Demand Forecasting ... 205
8.4 ... Forecasting ... 208
8.5 ... Postprocessing and Forecast Error ... 219
8.6 ... Promotion Planning and Management with SAP IBP for Demand ... 222
8.7 ... Summary ... 224
9 ... Implementing SAP IBP for Demand ... 225
9.1 ... Planning Model Configuration ... 226
9.2 ... Forecast Model Management ... 234
9.3 ... Promotion Planning ... 241
9.4 ... Demand Planning Run in SAP IBP ... 242
9.5 ... Demand Planning for a New Product ... 244
9.6 ... Planning Results ... 246
9.7 ... Summary ... 249
10 ... Response and Supply Planning with SAP IBP ... 251
10.1 ... Response and Supply Planning Overview ... 252
10.2 ... Supply Planning Methodology ... 254
10.3 ... Forecast Consumption ... 258
10.4 ... Gating Factor Analysis ... 258
10.5 ... Order Review and Analysis ... 259
10.6 ... Order Simulation and Scenario Planning ... 264
10.7 ... Summary ... 267
11 ... Implementing SAP IBP for Response and Supply ... 269
11.1 ... Basic Configuration ... 270
11.2 ... Integration ... 272
11.3 ... Planning Area Overview ... 274
11.4 ... Demand Prioritization Configuration ... 275
11.5 ... Response and Supply Management Planning Run ... 281
11.6 ... Order Simulation and Scenario Planning ... 287
11.7 ... Planning Review for Response and Supply ... 288
11.8 ... Gating Factor Analysis ... 289
11.9 ... Summary ... 291
12 ... Inventory Management with SAP IBP ... 293
12.1 ... Why Hold Inventory? ... 294
12.2 ... Inventory Types and Usage ... 296
12.3 ... Inventory Planning and Related Analytics ... 299
12.4 ... Inventory Optimization Calculations ... 306
12.5 ... SAP IBP for Inventory ... 310
12.6 ... Summary ... 315
13 ... Implementing SAP IBP for Inventory ... 317
13.1 ... Building Network Visualization ... 317
13.2 ... Modeling Inventory Optimization ... 321
13.3 ... Forecast Error Calculation ... 325
13.4 ... Input-Output Data Objects and Key Figures ... 327
13.5 ... Planning Operators for Inventory Calculation ... 333
13.6 ... Performing and Reviewing Inventory Optimization ... 334
13.7 ... Summary ... 341
14 ... SAP Supply Chain Control Tower ... 343
14.1 ... Supply Chain Analytics and Dashboards ... 344
14.2 ... SAP Supply Chain Control Tower Alerts ... 346
14.3 ... Integration with Other Systems ... 347
14.4 ... Root-Cause Analysis and Resolution ... 348
14.5 ... Analytics and Key Performance Indicators ... 350
14.6 ... The Future of SAP Supply Chain Control Tower ... 357
14.7 ... Summary ... 359
15 ... Implementing SAP Supply Chain Control Tower with SAP IBP ... 361
15.1 ... Analytics Application ... 362
15.2 ... Process Modeling ... 366
15.3 ... Dashboard Creation ... 367
15.4 ... Key Performance Indicators ... 369
15.5 ... Case and Task Management ... 370
15.6 ... Collaboration ... 374
15.7 ... Custom Alerts ... 376
15.8 ... Summary ... 382
16 ... Unified Planning and User Roles ... 385
16.1 ... Unified and Integrated Planning Areas ... 385
16.2 ... Application Jobs ... 389
16.3 ... User and Business Roles ... 394
16.4 ... User Group Creation ... 398
16.5 ... Summary ... 400
17 ... Implementation Methodology ... 401
17.1 ... SAP IBP Project Implementation ... 402
17.2 ... Project Implementation Methodologies ... 403
17.3 ... Sprint Delivery and Team Framework ... 412
17.4 ... Implementation Recommendations ... 413
17.5 ... Summary ... 416
18 ... Customer Use Cases ... 417
18.1 ... Sales Planning ... 417
18.2 ... Collaborative Demand Management ... 419
18.3 ... Forecasting and Replenishment Planning ... 420
18.4 ... Multilevel Supply Planning ... 422
18.5 ... Cost-Optimized Supply Planning ... 424
18.6 ... Sales and Operations Planning ... 425
18.7 ... End-to-End Planning and Visibility ... 427
18.8 ... Integrated Business Planning ... 429
18.9 ... Summary ... 430
... Appendices ... 433
A ... Supply Chain Management Acronyms ... 433
B ... The Authors ... 437
... Index ... 439
... Target Audience ... 17
... How to Read This Book ... 18
... How This Book Is Organized ... 18
... Conclusion ... 21
... Acknowledgments ... 21
1 ... Introduction ... 25
1.1 ... Supply Chain Complexity in the Digital World ... 25
1.2 ... The Evolution of Supply Chain Planning at SAP ... 31
1.3 ... SAP IBP at a Glance ... 34
1.4 ... SAP IBP Architecture ... 44
1.5 ... SAP HANA and SAP IBP ... 45
1.6 ... Summary ... 46
2 ... Navigation ... 47
2.1 ... SAP Fiori ... 47
2.2 ... SAP IBP Excel Planning View ... 59
2.3 ... Summary ... 74
3 ... Planning Data ... 75
3.1 ... Master Data in a Supply Chain Network ... 75
3.2 ... Transactional Data in a Supply Chain Network ... 86
3.3 ... Standard Data Models in SAP IBP ... 87
3.4 ... Data Integration ... 88
3.5 ... Data Visualization in SAP IBP ... 93
3.6 ... Summary ... 98
4 ... Building Blocks of a Planning Model ... 99
4.1 ... Attribute ... 100
4.2 ... Master Data Type ... 101
4.3 ... Time Profile ... 104
4.4 ... Planning Area ... 105
4.5 ... Planning Level ... 106
4.6 ... Key Figure ... 107
4.7 ... Key Figure Calculation Logic ... 110
4.8 ... Planning Operators ... 114
4.9 ... Version ... 118
4.10 ... Scenario ... 118
4.11 ... Reason Code ... 119
4.12 ... Global Configuration Parameters ... 120
4.13 ... Snapshot Configuration ... 121
4.14 ... Summary ... 122
5 ... Configuring an SAP IBP System ... 123
5.1 ... Managing Planning Attributes ... 123
5.2 ... Assigning the Master Data Type ... 124
5.3 ... Creating Time Profiles ... 127
5.4 ... Defining Planning Areas ... 129
5.5 ... Managing the Planning Level ... 132
5.6 ... Using Key Figures ... 133
5.7 ... Adding Calculation Logic to Key Figures ... 135
5.8 ... Applying Planning Operators ... 135
5.9 ... Creating Reason Codes ... 136
5.10 ... Version Configuration ... 137
5.11 ... Creating Scenarios ... 138
5.12 ... Managing Global Configuration Settings ... 139
5.13 ... Activating the Planning Model ... 140
5.14 ... Deleting Active Objects ... 143
5.15 ... Summary ... 143
6 ... Sales and Operations Planning with SAP IBP ... 145
6.1 ... Objective of Sales and Operations Planning ... 145
6.2 ... Balancing Demand and Supply through Sales and Operations Planning ... 148
6.3 ... Managing Sales and Operations Planning Processes with SAP IBP ... 155
6.4 ... Summary ... 163
7 ... Implementing SAP IBP for Sales and Operations ... 165
7.1 ... Managing Master Data for Sales and Operations Planning ... 165
7.2 ... Building and Activating Sales and Operations Planning Models ... 169
7.3 ... Demand and Supply Planning for Sales and Operations Planning ... 177
7.4 ... Planning Views and Alerts through Sales and Operations Planning ... 186
7.5 ... Collaboration ... 192
7.6 ... Summary ... 195
8 ... Demand Planning and Forecasting with SAP IBP ... 197
8.1 ... Demand Forecasting, Demand Planning, and Demand Sensing ... 198
8.2 ... Performing Demand Forecasting and Demand Sensing ... 202
8.3 ... Preprocessing for Demand Forecasting ... 205
8.4 ... Forecasting ... 208
8.5 ... Postprocessing and Forecast Error ... 219
8.6 ... Promotion Planning and Management with SAP IBP for Demand ... 222
8.7 ... Summary ... 224
9 ... Implementing SAP IBP for Demand ... 225
9.1 ... Planning Model Configuration ... 226
9.2 ... Forecast Model Management ... 234
9.3 ... Promotion Planning ... 241
9.4 ... Demand Planning Run in SAP IBP ... 242
9.5 ... Demand Planning for a New Product ... 244
9.6 ... Planning Results ... 246
9.7 ... Summary ... 249
10 ... Response and Supply Planning with SAP IBP ... 251
10.1 ... Response and Supply Planning Overview ... 252
10.2 ... Supply Planning Methodology ... 254
10.3 ... Forecast Consumption ... 258
10.4 ... Gating Factor Analysis ... 258
10.5 ... Order Review and Analysis ... 259
10.6 ... Order Simulation and Scenario Planning ... 264
10.7 ... Summary ... 267
11 ... Implementing SAP IBP for Response and Supply ... 269
11.1 ... Basic Configuration ... 270
11.2 ... Integration ... 272
11.3 ... Planning Area Overview ... 274
11.4 ... Demand Prioritization Configuration ... 275
11.5 ... Response and Supply Management Planning Run ... 281
11.6 ... Order Simulation and Scenario Planning ... 287
11.7 ... Planning Review for Response and Supply ... 288
11.8 ... Gating Factor Analysis ... 289
11.9 ... Summary ... 291
12 ... Inventory Management with SAP IBP ... 293
12.1 ... Why Hold Inventory? ... 294
12.2 ... Inventory Types and Usage ... 296
12.3 ... Inventory Planning and Related Analytics ... 299
12.4 ... Inventory Optimization Calculations ... 306
12.5 ... SAP IBP for Inventory ... 310
12.6 ... Summary ... 315
13 ... Implementing SAP IBP for Inventory ... 317
13.1 ... Building Network Visualization ... 317
13.2 ... Modeling Inventory Optimization ... 321
13.3 ... Forecast Error Calculation ... 325
13.4 ... Input-Output Data Objects and Key Figures ... 327
13.5 ... Planning Operators for Inventory Calculation ... 333
13.6 ... Performing and Reviewing Inventory Optimization ... 334
13.7 ... Summary ... 341
14 ... SAP Supply Chain Control Tower ... 343
14.1 ... Supply Chain Analytics and Dashboards ... 344
14.2 ... SAP Supply Chain Control Tower Alerts ... 346
14.3 ... Integration with Other Systems ... 347
14.4 ... Root-Cause Analysis and Resolution ... 348
14.5 ... Analytics and Key Performance Indicators ... 350
14.6 ... The Future of SAP Supply Chain Control Tower ... 357
14.7 ... Summary ... 359
15 ... Implementing SAP Supply Chain Control Tower with SAP IBP ... 361
15.1 ... Analytics Application ... 362
15.2 ... Process Modeling ... 366
15.3 ... Dashboard Creation ... 367
15.4 ... Key Performance Indicators ... 369
15.5 ... Case and Task Management ... 370
15.6 ... Collaboration ... 374
15.7 ... Custom Alerts ... 376
15.8 ... Summary ... 382
16 ... Unified Planning and User Roles ... 385
16.1 ... Unified and Integrated Planning Areas ... 385
16.2 ... Application Jobs ... 389
16.3 ... User and Business Roles ... 394
16.4 ... User Group Creation ... 398
16.5 ... Summary ... 400
17 ... Implementation Methodology ... 401
17.1 ... SAP IBP Project Implementation ... 402
17.2 ... Project Implementation Methodologies ... 403
17.3 ... Sprint Delivery and Team Framework ... 412
17.4 ... Implementation Recommendations ... 413
17.5 ... Summary ... 416
18 ... Customer Use Cases ... 417
18.1 ... Sales Planning ... 417
18.2 ... Collaborative Demand Management ... 419
18.3 ... Forecasting and Replenishment Planning ... 420
18.4 ... Multilevel Supply Planning ... 422
18.5 ... Cost-Optimized Supply Planning ... 424
18.6 ... Sales and Operations Planning ... 425
18.7 ... End-to-End Planning and Visibility ... 427
18.8 ... Integrated Business Planning ... 429
18.9 ... Summary ... 430
... Appendices ... 433
A ... Supply Chain Management Acronyms ... 433
B ... The Authors ... 437
... Index ... 439