Validating the inputs through a dashboard and a planning view

Objective

After completing this lesson, you will be able to validate the inputs through a dashboard and a planning view.

Sample Use Case: Inventory Input Review

The figure describes the Use Case: Inventory Input Review.

The slide presents two graphs on a dashboard to review the inputs for inventory optimization:

Forecast by Finished Product (Eaches)
A line plot where IO Forecast key figure is grouped by products and weeks.
Demand Variability: Forecast Error Coefficient of Variation
This is a heat-map, where the combinations product location are displayed showing the coefficient of variation.

The slide presents four graphs on a Dashboard to the inputs for inventory optimization:

Customer Target Service Level
This is a bar plot where the Target Service Level is displayed by Location IDs and Customer Group.
Vendor Metrics: Production Lead Time (Weeks), Lead Time Variability (CV), and Production Minimum Lead Time.
This is a bar chart where the production lead times: CV, Minimum, and PLT are compared by vendor.
Order Cycle: Period Between Reviews (PBR) (Week) and Inventory Holding Cost Rate.
This a table where the user can track location IDs, Location types, product IDs, Product series, inventory holding cost rate, and periods between replenishment.
Transportation Lead Time (Weeks) and variability (CV).
This is a bar chart, where the transportation lead times and their variabilities are grouped by locations

Validate Inputs via the SAP IBP, Add-in for Microsoft Excel

ExerciseStart Exercise

Business Example

As inventory planner you would like to validate the inputs to run the Inventory Optimization algorithms. To do that, we will work during this exercise with the connection ZIOUNIFIED within the Planning Area ZIOUNIFIED via the Excel UI.

Prerequisites

Planning View: IO 210 input Data Review ## is a prerequisite.
All previous exercises are mandatory for this exercise.
For this exercise we will work with a planning filter FG1##.

Note

Manual inputs are only feasible in the current and in the future periods. Calculations will not affect the past in the planning horizon

Steps

Verify in the first tab, IOCV that results of the Forecast Error Calculation exist. With this step, we are verifying as well that IO Demand Forecast and IO Sales contain input values.
1. Log on to the SAP IBP, add-in for Microsoft Excel
2. Open your favorite, IO 210 Input Data View ##.
3. In the first tab, IOCV, filter by your group number ## to display your products.
4. Verify that IO Demand Forecast, IO Sales, IO Historical Forecast Error CV, and IO Demand Forecast Error CV contain input values.
Go to the Demand Input tab to verify that on the current week we have inputs on the Demand side
1. In the second tab, Demand Input, filter by your group number ## to display your products.
2. Verify that IO Demand Forecast, IO Demand Forecast Error CV, and Target Service Level contain input values.
Go to the Production Input tab to verify that we have inputs on the Production side for the entire horizon
1. In the third tab, Production Input, filter by your group number ## to display your products.
2. Verify that Production Lead Time, Production Lead Time Error CV, Production Minimum Lot Size, and Production Incremental Lot Size contain input values.
3. If you don't see any values in the current week, copy the values from last periods and paste them into all time buckets in the current and in the future period, for all displayed combinations.
4. Save your changes under Reason Code: Inventory with a comment Reviewing inputs.
Go to the Transportation Input tab to verify that on the current week we have inputs on the transport side
1. In the fourth tab, Transportation Input, filter by your group number ## to display your products.
2. Verify that Transportation Lead Time, Transportation Lead Time Error CV, Transportation Minimum Lot Size, and Transportation Incremental Lot Size contain input values.
3. If you don't see any values in the current week, copy the values from last periods and paste them into all time buckets in the current and future period, for all displayed combinations.
4. If no data appears in the time frame used in your planning view, change the time settings in your planning view to the earliest periods possible
5. Save your changes under Reason Code: Inventory with a comment Reviewing inputs.
Go to the Cost Input tab to verify that on the current week we have inputs on the Cost side.
1. In the fifth tab, Cost Input, filter by your group number ## to display your products.
2. Type 1 as input cost (Inventory Holding Cost Rate) for all combinations in the current and in all future time buckets. Save your changes.
  Note
  Remember that you can only change cost values in the current period and in the future.

Result

Results

Now you have validated the input for inventory optimization.

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