Planning Details

Objective

After completing this lesson, you will be able to specify planning details.

Time Profile and Time Periods

Time Profiles define a time interval used for managing planning data.

A time profile is made up of time profile levels (for example, months, quarters, or years). Each level is made up of periods, which are identified by a number, and describe the start and end time of the time period in question.

If you want to perform aggregation or disaggregation along time, then the periods on different levels need to form a hierarchy. In this hierarchy, time profile levels can have multiple parents, and there can be time profile levels without a parent level.

The figure describes the Time Periods for a Time Profile with 6 Time Levels.

The sample models delivered with SAP Integrated Business Planning (IBP) for Supply Chain also provide time profile definitions. Launching the Sample Model Entities app will guide you to see the time profiles delivered with SAP IBP. You can either copy one of these time profiles or create one from scratch in the Time Profiles app.

After creating and activating a time profile, you must load a time profile data file, or schedule an application job to create the time periods.

The standard bucket size is in weeks and provides months and quarters additionally.

Time Profile Settings for Inventory Optimization

The time profiles cam consist of the following levels:

  • Weekly: represents a normal calendar week

  • Weekly (technically): represent a modelling to enable correct calculations in case calendar weeks fall into two months.
  • Monthly: represents a calendar month

  • Quarterly: represents a quarter of a calendar year

  • Yearly: represents a calendar year

The time profile levels are represented in key figure calculations by the following names:

  • Weekly (technical): PERIODID5

  • Weekly: PERIODID4

  • Monthly: PERIODID3

  • Quarterly: PERIODID2

  • Yearly: PERIODID1

Note

Inventory optimization only supports WEEKWEIGHT as a PERIODWEIGHT attribute. It does not support DAYWEIGHT.

As described above, inventory optimization also supports the technical week time profile. Technical week is used to split calendar weeks that span over two months into two separate technical weeks. In addition, inventory also supports the aggregation and disaggregation of data across different time levels.

Unified Planning Area and Inventory Optimization

Within the Unified Planning Process of SAPIBP1, inventory optimization is performed weekly and uses the combined output of the demand planning and demand sensing processes to create an inventory plan. Inventory optimization calculates inventory targets for each material at each location in a supply chain, and considers and compensates for uncertainties in demand forecasts, supply timing, and supply quantity. The inventory plan serves as an input to the SAP Sales and Operations Planning (S&OP) process.

As follows general settings of a time profile:

Time Profile

FieldValue
DescriptionSAP 3 TP - TW CW M Q Y
IDXXX (3 integers normally). You can also add the specific date i.e. 19122011
Start dateFor example, 01/01/2021
End dateFor example, 12/31/2029

Standard bucket sizes are presented in the following table:

Default Display

LevelNameDefault Display Horizon, PastDefault Display Horizon, Future
1Technical Week6565
2Week5252
3Month1212
4Quarter44
5Year11

Note

Please adjust the time profile to your requirements.

Observe that the user can define a Start and End Data for the Attributes as Key Figures which will be consumed by the Inventory Optimization Algorithms.

Note

You can use the technical week time profile with inventory optimization to split weeks into sub-weeks. This assigns the weekdays to the correct month for calendar weeks that occur in more than one month. You can model time profile levels with multiple parents, and intermediate levels without parents, and specify the parent-child relationship between them using the base level attribute. You define an attribute that represents the period weighting factor, typically the number of workdays or calendar days. This enables you to use the technical week period type and the period weighting factor attribute to model part of a week that belongs to a given month. You then assign this period weighting factor to time levels and inventory optimization key figures to allow correct aggregation and disaggregation of values. For more information go to SAP Help and search for Using Technical Week Time Profile.

Planning Area and Details

The following table shows the fields used to define a planning area and the corresponding possible values.

Copy of SAPIBP1: ZIOUNIFIED – Unified Planning Area

FieldValue
StatusActive
Last Action StatusActivation - Success
Supply Planning EnabledON
Change History EnabledON
Current Period Offset0 (or offset of your choice if historical analysis)
Planning HorizonsBy Level, Periods in the Past and in the Future (as required)
Tab: Planning OperatorsCalculate Inventory Components, Multistage Inventory opt and Single Stage Inventory opt
The figure describes the Copy of SAPIBP1, ZIOUNIFIED – Unified Planning Area: Planning Area Settings.
The figure describes the Copy of SAPIBP1, ZIOUNIFIED: Attributes as Key Figures and Planning Horizon.

Planning Area and Details

Business Example

Display the Planning Area and Details in the SAP IBP Web UI to become familiar with the structure of the SAPIBP1 standard delivered planning areas (full and partial copy). You want to understand the Planning Areas and Details structure to start your inventory plan. To accomplish this goal, in this exercise we will explore Time Levels, Time Profiles, Planning Horizons, and Planning Area Settings delivered in the partial copy of SAPIBP1 for inventory optimization (ZIOPCUNIPA) and in SAPIBP1 (Sample Planning Area for an unified planning including inventory optimization - ZIOUNIFIED).

Prerequisites

Prerequisites

For this exercise, two planning areas will be used: ZIOUNIFIED (A copy of SAPIBP1) and ZIOPCUNIPA (A partial copy of SAPIBP1 for inventory optimization) to display Planning Details used for inventory optimization.

Steps

  1. Display the SAPIBP1 settings within the Sample Model Entities app in the SAP IBP Web UI and make a mental note of the main characteristics that are assigned.

    1. On the SAP Fiori home screen, navigate to Model Configuration Group choose the Sample Model Entities – Model Configuration tile. If needed, use the search bar in the upper part of the SAP Fiori screen.

    2. Select the SAPIBP1 – Unified Planning Area planning area on the left.

    3. Select the Information tab.

    4. Observe the planning area settings and the time settings.

    5. Select the Attributes tab.

    6. Observe the attributes configured within this planning area.

    7. Select the Planning Levels tab.

    8. Observe the planning levels configured within this planning area.

    9. Select the Attributes as Key Figures tab.

    10. Observe the Attributes as key figures configured within this planning area.

    11. Select the Key Figures tab.

    12. Observe how many key figures are being used within this planning area.

    13. Select the Versions tab.

    14. Observe the versions configured within this planning area.

    15. Select the Planning Operators tab.

    16. Observe the planning operators configured within this planning area.

  2. Display the Planning Areas – Model Configuration in the SAP IBP Web UI, and make a mental note of the IDs and the settings that are assigned.

    1. On the SAP Fiori home screen, choose the Planning Areas – Model Configuration tile.

    2. Select the ZIOUNIFIED planning area.

    3. Select the General tab.

    4. Observe the Planning Area Settings and the Time Settings.

    5. Select the Attributes as Key Figures tab.

    6. Observe the Attributes as Key Figures and the Time Settings: From Period and To Period.

    7. Repeat step a. to g. with ZIOPCUNIPA.

Result

Results

At the end of this exercise, you have analyzed the planning details within SAPIBP1 compared to ZIOUNIFIED and to ZIOPCUNIPA.