Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
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
1.1.1 Customer Centricity
25
1.1.2 Individualized Products
27
1.1.3 The Sharing Economy
28
1.1.4 Sustainability
30
1.2 The Evolution of Supply Chain Planning at SAP
31
1.3 SAP IBP at a Glance
34
1.3.1 SAP IBP for Sales and Operations
36
1.3.2 SAP IBP for Inventory
36
1.3.3 SAP Supply Chain Control Tower
38
1.3.4 SAP IBP for Demand
40
1.3.5 SAP IBP for Response and Supply
41
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
2.1.1 My Home
48
2.1.2 General Maintenance
54
2.1.3 Demand Planner
56
2.1.4 Response Planner
58
2.2 SAP IBP Excel Planning View
59
2.2.1 Excel Add-In for SAP IBP Planning View
60
2.2.2 Planning View Options
60
2.2.3 Data Input Options
65
2.2.4 Alerts in the SAP IBP Excel Planning View
66
2.2.5 Master Data Option in SAP IBP Excel Planning View
68
2.2.6 Scenario and Version Options in the Excel Planning View
69
2.2.7 Advanced Planning Options in SAP IBP Excel Planning View
71
2.2.8 Integration of the Planning View with Planning Collaboration
72
2.3 Summary
74
3 Planning Data
75
3.1 Master Data in a Supply Chain Network
75
3.1.1 Time Bucket Planning
76
3.1.2 Order Series Planning
83
3.2 Transactional Data in a Supply Chain Network
86
3.3 Standard Data Models in SAP IBP
87
3.4 Data Integration
88
3.4.1 Manual Data Integration
88
3.4.2 SAP Cloud Platform
89
3.4.3 SAP HANA Smart Data Integration
92
3.5 Data Visualization in SAP IBP
93
3.5.1 Excel Planning View
94
3.5.2 SAP Fiori View
97
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
6.1.1 Sales and Operations Plan
146
6.1.2 Benefits of Sales and Operations Planning
147
6.2 Balancing Demand and Supply through Sales and Operations Planning
148
6.2.1 Complete Scalable Model
149
6.2.2 Scenario Planning
151
6.2.3 Collaboration
152
6.2.4 Advanced Analytics
154
6.2.5 Intuitive User Interface
155
6.3 Managing Sales and Operations Planning Processes with SAP IBP
155
6.3.1 Demand Review
155
6.3.2 Supply Review
157
6.3.3 Pre-Sales and Operations Planning Review
161
6.3.4 Executive Review
162
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
7.2.1 Time Profile and Planning Level
170
7.2.2 Key Figures
171
7.2.3 Planning Area Activation and Related Settings
176
7.3 Demand and Supply Planning for Sales and Operations Planning
177
7.3.1 Demand Review Process Configuration
177
7.3.2 Supply Review Process Configuration
179
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
9.1.1 Master Data Types
226
9.1.2 Period Type
227
9.1.3 Planning Level
228
9.1.4 Key Figures
229
9.1.5 Planning Area, Model, and Planning Operator
232
9.2 Forecast Model Management
234
9.2.1 General Settings
235
9.2.2 Preprocessing
235
9.2.3 Forecasting
236
9.2.4 Postprocessing
240
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
10.2.1 Demand Prioritization
255
10.2.2 Supply, Allocation, and Response Planning
256
10.2.3 Deployment Planning
257
10.3 Forecast Consumption
258
10.4 Gating Factor Analysis
258
10.5 Order Review and Analysis
259
10.5.1 SAP IBP Excel Planning View
259
10.5.2 SAP IBP: SAP Fiori View
261
10.6 Order Simulation and Scenario Planning
264
10.6.1 Simulation of Sales Order
264
10.6.2 Scenario Creation, Analysis, and Constraint Management
265
10.6.3 Collaboration, Decision, and Data Update to the Live System
266
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
11.4.1 Rule Creation and Segment Sequence
276
11.4.2 Segment Definition and Segment Condition
277
11.4.3 Sorting Condition of a Segment
278
11.4.4 View Demand by Priority
280
11.5 Response and Supply Management Planning Run
281
11.5.1 Constrained Planning Run for Product Allocation and Supply Plan
283
11.5.2 Confirmation Planning Run
285
11.5.3 Response Management: Gating Factor Analysis Run
286
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
12.2.1 Inventory Types Based on the Product Property
296
12.2.2 Inventory Types Based on Inventory Planning and Optimization
297
12.3 Inventory Planning and Related Analytics
299
12.3.1 Supply Chain Network and Inventory Optimization
300
12.3.2 Basic Concepts and Analytics for Inventory Optimization
301
12.4 Inventory Optimization Calculations
306
12.5 SAP IBP for Inventory
310
12.5.1 Network Visualization and Inventory Calculation
310
12.5.2 Sales, Inventory, and Operations Planning and Analytics Applications
310
12.5.3 Planning Views for SAP IBP for Inventory
312
12.6 Summary
315
13 Implementing SAP IBP for Inventory
317
13.1 Building Network Visualization
317
13.1.1 Supply Chain Nodes
318
13.1.2 Chart Types for Network Visualization Display
318
13.1.3 Master Data Elements for the Network Visualization Chart
319
13.2 Modeling Inventory Optimization
321
13.3 Forecast Error Calculation
325
13.4 Input-Output Data Objects and Key Figures
327
13.4.1 Input Data for Inventory Optimization
328
13.4.2 Output of the Inventory Optimization Engine
331
13.5 Planning Operators for Inventory Calculation
333
13.6 Performing and Reviewing Inventory Optimization
334
13.6.1 Executing Planning Runs
334
13.6.2 Review Inventory Optimization
336
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
14.5.1 KPIs for Order Fulfillment and Service Quality
354
14.5.2 KPIs for Demand Forecasting
354
14.5.3 KPIs for Supply, Response, and Transportation
355
14.5.4 KPIs for Inventory
356
14.6 The Future of SAP Supply Chain Control Tower
357
14.6.1 Supply Chain Segmentation
357
14.6.2 Supply Chain Collaboration
358
14.6.3 Digital Operations and Internet of Things
358
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
15.7.1 Defining and Subscribing to Custom Alerts
377
15.7.2 Custom Alert Overview
380
15.7.3 Monitoring Custom Alerts
380
15.8 Summary
382
16 Unified Planning and User Roles
385
16.1 Unified and Integrated Planning Areas
385
16.1.1 Unified Planning Area: SAPIBP1
385
16.1.2 Integrated Planning Area for Response and Supply: SAP74
389
16.2 Application Jobs
389
16.2.1 Application Job Templates
390
16.2.2 Application Jobs
391
16.2.3 Application Logs
393
16.3 User and Business Roles
394
16.3.1 Maintaining Employees and Business Users
395
16.3.2 Maintaining Business Roles
396
16.3.3 Role Assignment
398
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
17.2.1 Waterfall and ASAP Methodology
403
17.2.2 Agile Methodology
406
17.2.3 Agile Add-On to ASAP Methodology
410
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
18.1.1 Situation and Objectives
417
18.1.2 Solution and Benefits
418
18.1.3 Conclusions
418
18.2 Collaborative Demand Management
419
18.2.1 Situation and Objectives
419
18.2.2 Solution and Benefits
419
18.2.3 Conclusions
420
18.3 Forecasting and Replenishment Planning
420
18.3.1 Situation and Objectives
420
18.3.2 Solution and Benefits
420
18.3.3 Conclusions
421
18.4 Multilevel Supply Planning
422
18.4.1 Situation and Objectives
422
18.4.2 Solution and Benefits
422
18.4.3 Conclusions
423
18.5 Cost-Optimized Supply Planning
424
18.5.1 Situation and Objectives
424
18.5.2 Solution and Benefits
424
18.5.3 Conclusions
425
18.6 Sales and Operations Planning
425
18.6.1 Situation and Objectives
426
18.6.2 Solution and Benefits
426
18.6.3 Conclusions
427
18.7 End-to-End Planning and Visibility
427
18.7.1 Situation and Objectives
427
18.7.2 Solution and Benefits
428
18.7.3 Conclusions
428
18.8 Integrated Business Planning
429
18.8.1 Situation and Objectives
429
18.8.2 Solution and Benefits
429
18.8.3 Conclusions
430
18.9 Summary
430
Appendices
433
A Supply Chain Management Acronyms
433
B The Authors
437
Index
439