Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Foreword from Franz Hero
17
Foreword from Adam Mussomeli
19
Preface
21
Target Audience
22
How to Read This Book
22
How This Book Is Organized
22
Conclusion
25
Acknowledgments
26
1 Introduction to Sales and Operations Planning
29
1.1 Market Drivers
29
1.1.1 Supply Chain Disruptions
29
1.1.2 Globalization
30
1.1.3 Market Volatility
32
1.2 Process Drivers
34
1.2.1 Sales and Operations Planning: Process Definition
34
1.2.2 Planning Horizons
35
1.2.3 Sales and Operations Planning: Process Decomposition
36
1.3 Technology Drivers
38
1.3.1 Interactive Planning with In-Memory Computing
39
1.3.2 Data Visualization
41
1.3.3 Collaboration
42
1.4 SAP Integrated Business Planning
43
1.4.1 An Integrated Approach
43
1.4.2 Better Algorithms
51
1.4.3 User Experience
53
1.4.4 More Agility
60
1.4.5 SAP Integrated Business Planning Modules
61
1.5 Summary
66
2 SAP IBP Model and Navigation
67
2.1 SAP Integrated Business Planning Architecture
67
2.2 Planning Model
68
2.2.1 Attributes
69
2.2.2 Master Data Types
70
2.2.3 Time Profiles
71
2.2.4 Planning Areas
71
2.2.5 Planning Levels
72
2.2.6 Key Figures
73
2.2.7 Versions and User-Defined Scenarios
74
2.2.8 Multilanguage Support for Modeling Objects
75
2.3 Navigating the Planning Model
75
2.3.1 Excel User Interface
75
2.3.2 Web-Based SAP Fiori Applications
81
2.3.3 Social Collaboration
89
2.4 Summary
96
3 Demand Planning
97
3.1 Demand Planning at a Glance
97
3.1.1 Demand Forecasting Approach
99
3.1.2 Demand Planning Strategy
101
3.1.3 Demand Planning Process
102
3.2 Forecasting Input with Historical Data
105
3.3 Forecast Generation through Statistical Modeling
107
3.3.1 Statistical Models
107
3.3.2 Configuring and Executing Forecasting Models
113
3.4 Driver-Based Planning
119
3.5 Collaborative Financial Modeling of Demand Forecast
121
3.5.1 Income Statement Financial Model in SAP IBP
122
3.5.2 Financial Ratios and Analytics in SAP IBP
124
3.6 Review, Collaboration, and Finalization of the Demand Plan
125
3.7 Summary
127
4 Unconstrained Supply Planning
129
4.1 Unconstrained Planning at a Glance
129
4.2 The Sales and Operations Planning Heuristic
131
4.3 Supply Network Design
132
4.3.1 Products, Locations, and Customers
133
4.3.2 Sourcing Rules
134
4.3.3 Supply Network Accuracy and Check Mode
138
4.3.4 Subnetworks
138
4.4 Forecast Consumption
139
4.4.1 Forecast Consumption Methods
139
4.4.2 Forecast Consumption Profile
140
4.5 Propagating Demand
143
4.5.1 Sample Supply Network
143
4.5.2 Consensus Demand
144
4.5.3 Customer Sourcing
145
4.5.4 Net Demand Calculation
147
4.5.5 Location Sourcing
149
4.5.6 Production Sourcing
150
4.5.7 Lot Sizes
153
4.6 Propagating Supply
155
4.6.1 External Receipts
156
4.6.2 Production Component
157
4.6.3 Production Receipts
158
4.6.4 Transport Receipts
158
4.6.5 Constrained Demand
159
4.6.6 Minimum and Adjusted Key Figures
160
4.7 Rough-Cut Capacity Planning
162
4.7.1 Production Resources
163
4.7.2 Handling and Storage Resources
163
4.7.3 Capacity Key Figures
164
4.8 Parameters of the Heuristic
165
4.8.1 Processing Mode
166
4.8.2 Heuristic Type
167
4.8.3 Planning Level of the Heuristic
169
4.8.4 Quota Check Parameters
169
4.8.5 Carryforward Negative Projected Inventory
172
4.8.6 Balanced Receipts
173
4.8.7 Initialize Lead Time Horizon
175
4.8.8 Compute Expected Supply
176
4.8.9 Use of Validity Dates
176
4.9 Shelf-Life Planning
176
4.9.1 Shelf-Life Planning Infinite Heuristic
178
4.9.2 Shelf-Life Distribution Planning Heuristic
179
4.10 Summary
180
5 Constrained Supply Planning
183
5.1 Constrained Supply Planning at a Glance
183
5.2 Sales and Operations Planning Optimizer
184
5.3 Optimization Constraints
186
5.3.1 Hard Constraints
187
5.3.2 Pseudo-Hard Constraints
187
5.3.3 Soft Constraints
188
5.4 Financial Modeling of the Supply Chain
188
5.4.1 Financial or Cost Key Figures
188
5.4.2 Optimizer Parameters
192
5.5 Advanced Optimizer Features
197
5.5.1 Late-Demand Fulfillment
197
5.5.2 Minimum Resource Consumption
199
5.5.3 Fair-Share Distribution
200
5.5.4 Aggregate Constraints
201
5.5.5 Multiple Demand Category
201
5.5.6 Product Substitution
202
5.5.7 Subnetworks
203
5.5.8 Optimizer Explanation
204
5.6 Finite Heuristic
206
5.7 Summary
209
6 Consolidation
211
6.1 Consolidation at a Glance
211
6.1.1 Integrated Reconciliation Review
212
6.1.2 Executive Review
212
6.1.3 Operationalize the Approved Constrained Plan
214
6.2 Financial Projections and Review
215
6.2.1 Financial Projections of the Plan
215
6.2.2 Integrated Reconciliation Review
219
6.2.3 Management Business Review
222
6.3 Operationalizing the Plan
226
6.3.1 Plan Integration Overview
226
6.3.2 Integration between SAP IBP for Sales and Operations and SAP IBP for Demand
229
6.3.3 Integration between SAP IBP for Sales and Operations and SAP IBP for Inventory
230
6.3.4 Integration between Tactical Time-Series-Based and Order-Based Plans
232
6.3.5 Integration between Tactical Sales and Operations Planning with Financial Planning
232
6.4 Summary
234
7 Collaboration and Management by Exception
235
7.1 Collaboration Using SAP Build Work Zone
236
7.1.1 Navigation
237
7.1.2 SAP Integrated Business Planning Integration
240
7.1.3 Excel Planning View Integration
242
7.2 Custom Alerts
244
7.2.1 SAP Fiori Applications
244
7.2.2 Using Custom Alerts
247
7.2.3 Configuring Custom Alerts
251
7.3 Case Management
255
7.4 Tasks
258
7.5 Summary
260
8 Planning Simulations
261
8.1 Simulation Planning at a Glance
261
8.1.1 Demand Factors
262
8.1.2 Supply Feasibility Factors
263
8.1.3 Simulation Examples
264
8.2 Simulations
266
8.3 Versions
269
8.3.1 Manage Versions
270
8.3.2 Version Comparison
271
8.3.3 Version Configuration
272
8.4 Scenarios
274
8.4.1 Scenario Creation
274
8.4.2 Scenario Comparison
275
8.4.3 Manage Scenario
276
8.4.4 Version and Scenario Comparison
277
8.5 Summary
278
9 Process Management
279
9.1 Process Management in Practice
280
9.2 Setting Up Process Templates and Automations
283
9.2.1 Process Roles
284
9.2.2 Time Zone, Workday, and Duration Settings for Process Steps
284
9.2.3 Tasks Assignment
285
9.2.4 Process Steps Automation
287
9.2.5 Process Orchestration of Application Jobs
289
9.2.6 Gantt Chart View of Sequential and Parallel Processes
290
9.3 Manage Processes
291
9.3.1 What Is a Process?
291
9.3.2 Creating a Process
292
9.3.3 Managing Process Lifecycle
293
9.3.4 Monitoring Process Status
296
9.3.5 Process Dashboards
297
9.4 Task Management
299
9.4.1 Tasks Assignments and Completions
300
9.4.2 Tasks Completion from SAP Integrated Business Planning, Add-In for Microsoft Excel
302
9.4.3 Process Progress Based on Tasks Completion
302
9.5 Process Management with SAP Build Work Zone
304
9.6 Application Programming Interfaces for Process Management
306
9.7 Summary
306
10 Configuring SAP IBP for Sales and Operations
307
10.1 Planning Areas and Time Profiles
308
10.1.1 Planning Areas
309
10.1.2 Time Profile
312
10.2 Attributes and Master Data Types
316
10.2.1 Attributes
316
10.2.2 Master Data Types
317
10.3 Planning Levels
325
10.4 Key Figures
328
10.4.1 What Are Key Figures?
328
10.4.2 Creating Key Figures
329
10.4.3 Key Figure Types
330
10.4.4 Key Figure Aggregations
334
10.4.5 Disaggregation
335
10.4.6 Key Figure Calculations
336
10.5 Planning Operators
339
10.5.1 Creating a Copy Operator
340
10.5.2 Data Lifecycle Management
342
10.6 History Report
343
10.7 Advanced Configuration
346
10.8 System Performance Recommendations
346
10.9 Summary
349
11 Building Planning Views
351
11.1 Planning Views, Templates, and Favorites with Excel
351
11.1.1 Planning View Creation
352
11.1.2 Templates and Favorites
362
11.2 Planning Views, Custom Alerts, and Analytics Charts with Planner Workspaces
364
11.3 Formatting Planning Views
370
11.3.1 Basic Layout Tips
370
11.3.2 Sheet Options and Local Members
372
11.3.3 SAP Integrated Business Planning: Formatting Sheet
375
11.4 Using Charts
377
11.5 Master Data Worksheets
380
11.5.1 Master Data Workbooks
380
11.5.2 Planning Object Creation
381
11.5.3 Master Data App
383
11.6 Using Microsoft Visual Basic for Applications
387
11.6.1 VBA for Formulas in Local Members
387
11.6.2 Visual Basic for Applications: Hooks
388
11.7 Summary
388
12 Key Performance Indicators and Performance Monitoring
391
12.1 Key Performance Indicators in SAP IBP
392
12.1.1 How Key Performance Indicators Work
392
12.1.2 Using Key Performance Indicators in SAP IBP
393
12.1.3 Demand Review Key Performance Indicators
395
12.1.4 Supply Review Key Performance Indicators
398
12.1.5 Operating Review Key Performance Indicators
402
12.1.6 Executive Review Key Performance Indicators
403
12.2 Key Performance Indicators for Supply Chain Sustainability
405
12.3 Monitoring and Continuous Improvement
407
12.3.1 Balanced Scorecard
407
12.3.2 Root-Cause Analysis
408
12.3.3 Define, Measure, Analyze, Improve, and Control
410
12.4 Summary
411
13 Dashboards and Analytics
413
13.1 Advanced Analytics
414
13.1.1 Types of Analytics and Charts
415
13.1.2 Creating Advanced Analytics Charts
419
13.1.3 Managing Advanced Analytics Charts
424
13.2 Advanced Dashboards
428
13.2.1 Creating Advanced Dashboards
428
13.2.2 Using Advanced Dashboards
430
13.2.3 Managing Advanced Dashboards
435
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
438
14.2.1 SAP Cloud Integration for Data Services
440
14.2.2 Manual Data Integration Using Web Interface
445
14.2.3 Export of Key Figure Data Using OData Services
450
14.3 Integration for Operational Planning
451
14.4 Other Integrations
454
14.4.1 Financial Integration with SAP Analytics Cloud
454
14.4.2 Opportunities Integration with SAP Cloud for Customer
454
14.5 Summary
455
15 Roles and Security
457
15.1 Security Management
457
15.2 User Management
460
15.2.1 Creating Users
460
15.2.2 User Groups
464
15.3 Business Roles Management
465
15.4 Permission Filters
467
15.4.1 Read Criteria
467
15.4.2 Write Criteria
469
15.4.3 Permission Filters in the Process Stage
470
15.5 Infrastructure Management
471
15.6 Summary
473
The Authors
475
Index
477