Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Preface
13
How This Book Is Organized
13
Acknowledgments
16
Conclusion
16
Introduction: The Path to Certification
17
C_IBP Exam
18
Certification Exam Basics
18
Certification Exam Format
19
Certification Exam Scope
20
Stay Current with SAP IBP
21
Preparing for the Exam
22
Training Courses
22
Ways to Learn
23
Summary
24
1 Sales and Operations Planning
25
1.1 Objectives of This Portion of the Test
26
1.2 Integrated Business Planning
27
1.2.1 SAP IBP’s Solution Strategy
27
1.2.2 SAP IBP in a System Landscape
29
1.3 Sales and Operations Planning Basics
30
1.4 Sales and Operations Planning with SAP IBP
31
1.4.1 Unified Planning Environment
32
1.4.2 Real-Time Planning and Simulation
33
1.4.3 Contextual Process Orchestration
34
1.4.4 Communication and Collaboration
38
1.4.5 Embedded Advanced Analytics
39
1.4.6 User Interface
41
1.4.7 Open Integration
42
1.5 Sales and Operations Planning Solution Strategy
44
1.5.1 Demand Review
44
1.5.2 Supply Review
46
1.5.3 Reconciliation Review
48
1.5.4 Management Business Review
48
1.6 Key Terminology
50
1.7 Practice Questions
51
1.8 Practice Question Answers and Explanations
53
1.9 Test Takeaway
55
2 Demand Planning
57
2.1 Objectives of This Portion of the Test
59
2.2 Demand Planning Basics
59
2.3 Product Segmentation
61
2.4 Forecast Automation Profile
62
2.5 Statistical Forecasting
63
2.5.1 Preprocessing
63
2.5.2 Forecasting
65
2.5.3 Postprocessing and Forecast Errors
71
2.6 Consensus Demand Planning
73
2.7 Demand Sensing
75
2.8 Promotions and New Product Introductions
77
2.8.1 Promotions
77
2.8.2 Product Lifecycle
77
2.8.3 Realignment
78
2.9 Key Terminology
79
2.10 Practice Questions
81
2.11 Practice Question Answers and Explanations
83
2.12 Test Takeaway
85
3 Inventory Planning
87
3.1 Objectives of This Portion of the Test
89
3.2 Inventory Planning Basics
89
3.2.1 Inventory Planning Elements
90
3.2.2 Inventory Planning Methods
91
3.2.3 Inventory Demand Patterns
93
3.2.4 Inventory Planning Drivers
95
3.3 Demand and Supply Variability
95
3.4 Multistage Inventory Optimization
96
3.4.1 Traditional Approach for Safety Stock Calculation
97
3.4.2 Multistage Approach for Safety Stock Calculation
98
3.4.3 Demand Uncertainty Calculation
99
3.4.4 Lead-Time Uncertainty Calculation
101
3.4.5 Customer Service Levels
102
3.4.6 Multistage Safety Stock Formula
105
3.5 Inventory Inputs and Outputs
105
3.6 Key Terminology
108
3.7 Practice Questions
109
3.8 Practice Question Answers and Explanations
111
3.9 Test Takeaway
113
4 Response and Supply Planning
115
4.1 Objectives of This Portion of the Test
117
4.2 Response and Supply Basics
117
4.3 Time Series-Based Planning Model
118
4.3.1 Master Data Types
118
4.3.2 Planning Levels and Key Figures
121
4.3.3 Key Settings
124
4.3.4 Time Series-Based S&OP Operator Profiles
126
4.3.5 Time Series-Based Forecast Consumption
128
4.3.6 Time Series-Based Supply Planning Infinite Heuristic
133
4.3.7 Time Series-Based Supply Planning Finite Heuristic
136
4.3.8 Time Series-Based Supply Planning Optimizer
139
4.3.9 Time Series-Based Shelf-Life Planning Heuristic
145
4.3.10 Additional Algorithms
145
4.4 Order-Based Planning Model
146
4.4.1 Smart Data Integration and Data Models
146
4.4.2 Key Capabilities
150
4.4.3 Key Settings
155
4.4.4 Algorithms
158
4.4.5 Apps
160
4.5 Key Terminology
160
4.6 Practice Questions
162
4.7 Practice Question Answers and Explanations
166
4.8 Test Takeaway
169
5 Analytics and Reporting
171
5.1 Objectives of This Portion of the Test
173
5.2 Process Orchestration
173
5.2.1 Modeling a Business Process
173
5.2.2 Key Features
175
5.3 Dashboard and Analytics
179
5.3.1 Setting Up Analytics Charts
179
5.3.2 Setting Up Dashboards
182
5.4 Alert Management
184
5.5 SAP Work Zone Collaboration
188
5.6 Key Terminology
189
5.7 Practice Questions
190
5.8 Practice Question Answers and Explanations
193
5.9 Test Takeaway
195
6 Solution Architecture
197
6.1 Objectives of This Portion of the Test
198
6.2 SAP IBP Architecture
199
6.3 Master Data Management
202
6.3.1 Time Series-Based Master Data
202
6.3.2 External Master Data for Order-Based Planning
207
6.4 Integration with Execution Systems
208
6.4.1 Integration Using SAP Cloud Integration for Data Services
208
6.4.2 Integration Using Smart Data Integration
210
6.5 Integration with Other Systems
211
6.5.1 Integration Using SAP Cloud Integration for Data Services
211
6.5.2 Integration Using OData Connectivity
212
6.5.3 Native Integration with Other SAP Systems
213
6.6 Cloud Security
216
6.6.1 Data Protection
216
6.6.2 Identity and Access Management
217
6.6.3 Data Privacy
220
6.6.4 Backup and Availability
220
6.7 Key Benefits of Implementing Integrated Business Planning
221
6.8 Key Terminology
222
6.9 Practice Questions
223
6.10 Practice Question Answers and Explanations
226
6.11 Test Takeaway
227
7 General Configuration of the Planning Area
229
7.1 Objectives of This Portion of the Test
230
7.2 Configuration of the Planning Area
231
7.2.1 Creating Attributes
231
7.2.2 Creating Master Data Types
233
7.2.3 Creating Time Profiles
235
7.2.4 Creating Planning Levels
237
7.2.5 Creating Key Figures
238
7.2.6 Creating Planning Versions and Scenarios
244
7.2.7 Creating Planning Areas
246
7.2.8 Copying and Merging Planning Areas
247
7.3 Activation of the Planning Model
248
7.4 Deletion of Active Objects
251
7.5 Planning Operators
252
7.6 Key Terminology
253
7.7 Practice Questions
254
7.8 Practice Question Answers and Explanations
257
7.9 Test Takeaway
260
8 Key Figures and Attributes
261
8.1 Objectives of This Portion of the Test
262
8.2 Key Figures
263
8.2.1 Creating and Writing a Key Figure Calculation
265
8.2.2 Implementing Aggregation and Disaggregation
270
8.2.3 Using Helper Key Figures
273
8.2.4 Change History
275
8.2.5 Attribute Transformation
277
8.2.6 Fixing Key Figures
279
8.2.7 Planning Notes
282
8.2.8 Snapshots
285
8.3 Advanced Configuration
288
8.3.1 Period Shift
288
8.3.2 Split Factor Calculation
289
8.3.3 Last-Period Aggregation
291
8.3.4 Cumulative and Rolling Aggregation
292
8.3.5 Coverage
294
8.4 Comparing Versions and Scenarios
295
8.5 Key Terminology
296
8.6 Practice Questions
297
8.7 Practice Question Answers and Explanations
300
8.8 Test Takeaway
303
9 Planning Operators and Application Jobs
305
9.1 Objectives of This Portion of the Test
306
9.2 Planning Operators
307
9.2.1 Planning Operator Basics
308
9.2.2 Data Lifecycle Management with Purge Operators
308
9.2.3 Copy and Disaggregating Key Figure Values
313
9.2.4 Advanced Simulation Operator
315
9.2.5 Copy Planning Versions Data
317
9.3 Creating a Job Chain
320
9.4 Scheduling a Job or Job Chain
322
9.5 Key Terminology
324
9.6 Practice Questions
324
9.7 Practice Question Answers and Explanations
327
9.8 Test Takeaway
329
10 User Interface
331
10.1 Objectives of This Portion of the Test
332
10.2 SAP IBP Web UI
333
10.2.1 Navigation
333
10.2.2 Planner Workspace
334
10.2.3 Configuring the Planner Workspace
336
10.3 Microsoft Excel Planning View Templates
337
10.3.1 Configuring the SAP IBP Connection with Microsoft Excel
338
10.3.2 SAP IBP, Add-In for Microsoft Excel
338
10.3.3 Creating Templates
340
10.3.4 Template Formatting
343
10.4 Key Terminology
347
10.5 Practice Questions
348
10.6 Practice Question Answers and Explanations
351
10.7 Test Takeaway
352
The Authors
355
Index
357