Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Foreword from Martin Barkman
19
Foreword from Tim Gaus
21
Preface
23
Target Audience
23
How to Read This Book
24
How This Book Is Organized
24
Conclusion
27
Acknowledgments
27
1 Introduction
31
1.1 Supply Chain Complexity in the Digital World
31
1.1.1 Customer-Centricity
32
1.1.2 Individualized Products
33
1.1.3 The Sharing Economy
34
1.1.4 Sustainability
36
1.2 The Evolution of Supply Chain Planning at SAP
37
1.3 SAP IBP at a Glance
40
1.3.1 SAP IBP for Sales and Operations
42
1.3.2 SAP IBP for Inventory
42
1.3.3 SAP Supply Chain Control Tower
44
1.3.4 SAP IBP for Demand
46
1.3.5 SAP IBP for Response and Supply
47
1.4 SAP IBP Architecture
50
1.5 SAP S/4HANA and SAP IBP
51
1.6 SAP IBP and the Intelligent Digital Supply Chain
52
1.7 Summary
54
2 Navigation
55
2.1 SAP Fiori
55
2.1.1 My Home
56
2.1.2 General Maintenance
62
2.1.3 Demand Planner
64
2.1.4 General Response Planner
65
2.2 SAP IBP Excel Planning View
66
2.2.1 Excel Add-In for SAP IBP Planning View
67
2.2.2 Planning View Options
67
2.2.3 Data Input Options
72
2.2.4 Alerts in the SAP IBP Excel Planning View
73
2.2.5 Master Data Option in SAP IBP Excel Planning View
74
2.2.6 Scenario and Version Options in the SAP IBP Excel Planning View
76
2.2.7 Advanced Planning Options in SAP IBP Excel Planning View
77
2.2.8 Integration of the Planning View with Planning Collaboration
78
2.3 Summary
80
3 Planning Data
81
3.1 Master Data in a Supply Chain Network
82
3.1.1 Time Series Planning
82
3.1.2 Order Series-Based Planning
90
3.2 Transactional Data in a Supply Chain Network
93
3.3 Standard Data Models in SAP IBP
94
3.4 Data Integration
95
3.4.1 Manual Data Integration
96
3.4.2 SAP Cloud Platform
96
3.4.3 SAP HANA Smart Data Integration
99
3.5 Data Visualization in SAP IBP
100
3.5.1 Excel Planning View: Master Data
101
3.5.2 Excel Planning View: Transactional Data
108
3.5.3 SAP Fiori View
109
3.6 Summary
111
4 Building Blocks of a Planning Model
113
4.1 Attribute
114
4.2 Master Data Type
115
4.3 Time Profile
119
4.4 Planning Area
121
4.5 Planning Level
121
4.6 Key Figure
123
4.7 Key Figure Calculation Logic
125
4.8 Planning Operators
129
4.9 Version
132
4.10 Scenario
133
4.11 Reason Code
134
4.12 Global Configuration Parameters
135
4.13 Snapshot Configuration
136
4.14 Summary
137
5 Configuring an SAP IBP System
139
5.1 Managing Planning Attributes
139
5.2 Assigning the Master Data Type
141
5.3 Creating Time Profiles
145
5.4 Defining Planning Areas
148
5.5 Managing the Planning Level
152
5.6 Using Key Figures
154
5.7 Adding Calculation Logic to Key Figures
156
5.8 Assigning Planning Operators
157
5.9 Creating Reason Codes
157
5.10 Version Configuration
158
5.11 Creating Scenarios
160
5.12 Managing Global Configuration Settings
161
5.13 Copying from a Standard SAP-Delivered Planning Area
161
5.14 Activating the Planning Model
163
5.15 Deleting Active Objects
165
5.16 Summary
166
6 Sales and Operations Planning with SAP IBP
167
6.1 Objective of Sales and Operations Planning
167
6.1.1 Sales and Operations Plan
168
6.1.2 Benefits of Sales and Operations Planning
169
6.2 Balancing Demand and Supply through Sales and Operations Planning
170
6.2.1 Complete Scalable Model
171
6.2.2 Scenario Planning
173
6.2.3 Collaboration
174
6.2.4 Advanced Analytics
176
6.2.5 Intuitive User Interface
176
6.3 Managing Sales and Operations Planning Processes with SAP IBP
177
6.3.1 Demand Review
177
6.3.2 Supply Review
179
6.3.3 Pre-Sales and Operations Planning Review
182
6.3.4 Executive Review
183
6.4 Planning and External Procurement Collaboration
185
6.5 What’s Ahead for S&OP?
188
6.6 Summary
188
7 Implementing SAP IBP for Sales and Operations
189
7.1 Managing Master Data for Sales and Operations Planning
189
7.2 Building and Activating Sales and Operations Planning Models
193
7.2.1 Time Profile and Planning Level
194
7.2.2 Key Figures
195
7.2.3 Planning Area Activation and Related Settings
201
7.3 Demand and Supply Planning for Sales and Operations Planning
202
7.3.1 Demand Review Process Configuration
202
7.3.2 Supply Review Process Configuration
204
7.4 Planning Views and Alerts through Sales and Operations Planning
212
7.5 Collaboration
218
7.6 Summary
220
8 Demand Planning and Forecasting with SAP IBP
221
8.1 Demand Forecasting, Demand Planning, and Demand Sensing
222
8.2 Performing Demand Forecasting and Demand Sensing
226
8.3 Preprocessing for Demand Forecasting
229
8.4 Forecasting
232
8.5 Postprocessing and Forecast Error
243
8.6 Promotion Planning and Management
246
8.7 What’s Ahead for Demand Planning?
248
8.8 Summary
249
9 Implementing SAP IBP for Demand
251
9.1 Planning Model Configuration
252
9.1.1 Master Data Types
252
9.1.2 Period Type
253
9.1.3 Planning Level
254
9.1.4 Key Figures
255
9.1.5 Planning Area, Model, and Planning Operator
259
9.2 Forecast Model Management
261
9.2.1 General Settings
261
9.2.2 Preprocessing
262
9.2.3 Forecasting
263
9.2.4 Postprocessing
268
9.3 Promotion Planning
269
9.4 Demand Planning Run in SAP IBP
270
9.5 Demand Planning for a New Product
272
9.6 Planning Results
274
9.7 Summary
276
10 Response and Supply Planning with SAP IBP
277
10.1 Response and Supply Planning Overview
278
10.2 Supply Planning Methodology
280
10.2.1 Demand Prioritization
281
10.2.2 Supply, Allocation, and Response Planning
283
10.2.3 Deployment Planning
284
10.3 Forecast Consumption
284
10.4 Gating Factor Analysis
285
10.5 Order Review and Analysis
286
10.5.1 SAP IBP Excel Planning View
286
10.5.2 SAP IBP: SAP Fiori View
288
10.6 Order Simulation and Scenario Planning
291
10.6.1 Simulation of Sales Order
291
10.6.2 Scenario Creation, Analysis, and Constraint Management
292
10.6.3 Collaboration, Decision, and Data Update to the Live System
293
10.7 What’s Ahead for Response and Supply Planning?
294
10.8 Summary
295
11 Implementing SAP IBP for Response and Supply
297
11.1 Basic Configuration
298
11.2 Integration
300
11.3 Planning Area Overview
302
11.4 Demand Prioritization Configuration
306
11.4.1 Rule Creation and Segment Sequence
306
11.4.2 Segment Definition and Segment Condition
308
11.4.3 Sorting Condition of a Segment
309
11.4.4 View Demand by Priority
311
11.5 Response and Supply Management Planning Run
311
11.5.1 Constrained Planning Run for Product Allocation and Supply Plan
314
11.5.2 Confirmation Planning Run
316
11.5.3 Response Management: Gating Factor Analysis Run
316
11.6 Order Simulation and Scenario Planning
317
11.7 Planning Review for Response and Supply
319
11.8 Gating Factor Analysis
320
11.9 Deployment Planning
322
11.9.1 Order Series-Based Planning Deployment Run
322
11.9.2 Key Figures in Deployment Planning
324
11.9.3 Available-to-Deploy Profiles
324
11.10 Summary
325
12 Inventory Management with SAP IBP
327
12.1 Why Hold Inventory?
328
12.2 Inventory Types and Usage
330
12.2.1 Inventory Types Based on the Product Property
330
12.2.2 Inventory Types Based on Inventory Planning and Optimization
331
12.3 Inventory Planning and Related Analytics
333
12.3.1 Supply Chain Network and Inventory Optimization
333
12.3.2 Basic Concepts and Analytics for Inventory Optimization
335
12.4 Inventory Optimization Calculations
339
12.5 SAP IBP for Inventory
343
12.5.1 Network Visualization and Inventory Calculation
343
12.5.2 Sales, Inventory, and Operations Planning and Analytics Applications
344
12.5.3 Planning Views for SAP IBP for Inventory
346
12.6 Demand-Driven Material Requirements Planning
347
12.7 What’s Ahead for Inventory?
349
12.8 Summary
350
13 Implementing SAP IBP for Inventory
351
13.1 Building Network Visualizations
351
13.1.1 Supply Chain Nodes
352
13.1.2 Supply Chain Network App
352
13.1.3 Master Data Elements for Supply Chain Network App
352
13.2 Modeling Inventory Optimization
355
13.3 Forecast Error Calculation
359
13.4 Input-Output Data Objects and Key Figures
361
13.4.1 Input Data for Inventory Optimization
362
13.4.2 Output of the Inventory Optimization Engine
365
13.5 Planning Operators for Inventory Calculation
367
13.6 Performing and Reviewing Inventory Optimization
368
13.6.1 Executing Planning Runs
368
13.6.2 Review Inventory Optimization
370
13.7 Summary
375
14 SAP Supply Chain Control Tower
377
14.1 Supply Chain Analytics and Dashboards
378
14.2 SAP Supply Chain Control Tower Alerts
380
14.3 The Networked Supply Chain
382
14.4 Root-Cause Analysis and Resolution
384
14.5 Analytics and Key Performance Indicators
386
14.5.1 KPIs for Order Fulfillment and Service Quality
390
14.5.2 KPIs for Demand Forecasting
390
14.5.3 KPIs for Supply, Response, and Transportation
391
14.5.4 KPIs for Inventory
392
14.6 Collaborative Supply Chain: SAP IBP and SAP Ariba
393
14.7 What’s Ahead for Analytics?
397
14.7.1 Supply Chain Segmentation
397
14.7.2 Business Network Collaboration
398
14.7.3 Digital Supply Chain and Internet of Things
398
14.8 Summary
399
15 Implementing SAP Supply Chain Control Tower with SAP IBP
401
15.1 Analytics Application
402
15.2 Process Modeling
406
15.3 Dashboard Creation
407
15.4 Key Performance Indicators
408
15.5 Case and Task Management
410
15.6 Collaboration
414
15.7 Custom Alerts
416
15.7.1 Defining and Subscribing to Custom Alerts
417
15.7.2 Custom Alert Overview
420
15.7.3 Monitoring Custom Alerts
421
15.8 Business Network Collaboration
423
15.8.1 Create a Communication System
423
15.8.2 Create a Communication Arrangement
423
15.8.3 Setting Up SAP Ariba Supply Chain Collaboration
426
15.9 Summary
427
16 Unified Planning and User Roles
429
16.1 Unified and Integrated Planning Areas
429
16.1.1 Unified Planning Area: SAPIBP1
429
16.1.2 Integrated Planning Area for Response and Supply: SAP74
434
16.2 Application Jobs
435
16.2.1 Application Job Templates
435
16.2.2 Application Jobs
437
16.2.3 Application Logs
438
16.3 User and Business Roles
439
16.3.1 Maintaining Employees and Business Users
440
16.3.2 Maintaining Business Roles
441
16.3.3 Role Assignment
443
16.4 User Group Creation
444
16.5 Summary
445
17 Implementation Methodology
447
17.1 SAP IBP Project Implementation
448
17.2 Project Implementation Methodologies
449
17.2.1 Waterfall and ASAP Methodology
449
17.2.2 Agile Methodology
452
17.2.3 Agile Add-On to ASAP Methodology
456
17.3 Sprint Delivery and Team Framework
458
17.4 SAP Best Practices for SAP IBP
459
17.5 SAP Integrated Business Planning, Edge Edition
460
17.6 Implementation Recommendations
461
17.7 Summary
465
18 Customer Use Cases
467
18.1 Sales Planning
467
18.1.1 Situation and Objectives
467
18.1.2 Solution and Benefits
468
18.1.3 Conclusions
468
18.2 Collaborative Demand Management
469
18.2.1 Situation and Objectives
469
18.2.2 Solution and Benefits
469
18.2.3 Conclusions
470
18.3 Forecasting and Replenishment Planning
470
18.3.1 Situation and Objectives
470
18.3.2 Solution and Benefits
470
18.3.3 Conclusions
471
18.4 Multilevel Supply Planning
472
18.4.1 Situation and Objectives
472
18.4.2 Solution and Benefits
472
18.4.3 Conclusions
473
18.5 Cost-Optimized Supply Planning
474
18.5.1 Situation and Objectives
474
18.5.2 Solution and Benefits
474
18.5.3 Conclusions
475
18.6 Sales and Operations Planning
475
18.6.1 Situation and Objectives
476
18.6.2 Solution and Benefits
476
18.6.3 Conclusions
477
18.7 End-to-End Planning and Visibility
477
18.7.1 Situation and Objectives
477
18.7.2 Solution and Benefits
478
18.7.3 Conclusions
479
18.8 Integrated Business Planning
479
18.8.1 Situation and Objectives
479
18.8.2 Solution and Benefits
479
18.8.3 Conclusions
480
18.9 Response and Supply Planning
480
18.9.1 Situation and Objectives
481
18.9.2 Solution and Benefits
481
18.9.3 Conclusions
483
18.10 Supply Chain Collaboration
483
18.10.1 Situation and Objectives
483
18.10.2 Solution and Benefits
483
18.10.3 Conclusions
484
18.11 Summary
485
Appendices
487
A Supply Chain Management Acronyms
487
B The Authors
491
Index
493