Objective
Fair Share for Demands lets you partially fulfill independent demands in a fair manner in the case of supply shortage.
Fair Share for Inventory lets you evenly distribute inventory in your supply chain network to partially fulfill safety stock and maximum stock levels. If all maximum stock levels are exceeded, excess stock is given in equal shares to stocking locations.
In this exercise, you will first complete several initial steps to get the sense of master data parameters and other setups that are involved. You will then create a distribution plan by running the deployment optimizer with push and pull scenario with ATD and non-ATD supply without fair share. You then check that generated quantities for both are in accordance with expectations.
Note
Master data has been created in SAP S/4HANA and verified in SAP IBP.
The planning area was assigned to SAP IBP for OBP and the order-based planning settings were maintained.
The available-to-deploy profiles and cost rules are created.
You will use TXX_PHONE_C with the following network:
In the General Planner Group, choose the Planner Workspaces tile.
Select your workspace IBP_800 ## and press the Workbook icon in the upper left corner of the Planner Workspaces screen. Choose your workbook Distribution ## and choose Go.
Choose the DC ## component and select in the filter section, your finished good TXX_PHONE_Cand the DC locations in your network DC71, DC72, DC73, L721, L722.
Choose Apply.
Choose the Transport ## component and select in the filter section, your finished good TXX_PHONE_C, the Ship-to Locations in your network DC71, DC72, DC73, L721, L722, and the Locations FA71, FA72.
Choose Apply.
Choose the Plant ## component and select in the filter section, your finished good TXX_PHONE_C and the Ship-to Locations in your network FA71, FA72.
Create supply by creating initial stock.
Log into the SAP S/4HANA system and enter transaction MIGO. You will create stock in the factory for the finished material.
In the upper left side of the screen, in the two drop-down lists, choose Goods Receipt and Other. Check that movement type is 501 (Receipt w/o purchase order into unrestricted-use stock).
To add lines, choose Add and fill the tabs as follows:
Choose Post.
Note
Create supply by creating a purchase order.
Log into the SAP S/4HANA system and enter transaction ME21N. You will create purchase orders in the plant for the finished material.
Enter Supplier73.
Go to the Org Data tab and enter the following data:
Choose Item Overview and on a new row enter the following data:
Choose Save.
Note
Create supply by creating a purchase requisition.
Log into the SAP S/4HANA system and enter transaction ME51N. You will create purchase requisition in the plant for the finished material.
Choose Item Overview and on a new row enter the following data:
Choose Save.
Note
Create a demand element.
Log into the SAP S/4HANA system and enter transaction VA01. You will create sales orders in the regional DC for the finished material.
Set Order Type to OR.
Set Sales Organization to 0IBP.
Set Distribution Channel to 10.
Set Division to 00.
Set Sales Office and Sales Group to 100.
In the Sold-To party and Ship-To party field, enter CUST11.
In the Cust Reference field, enter some text (it does not matter what text you enter, but it must be filled).
In the Req. Deliv. Date field, enter the date four weeks from now.
Choose Items Table and in a new row enter the following data:
Choose Save.
Note
When the real-time integration is complete, perform the checks on the data.
Log on to the SAP Integrated Business Planning web user interface and open the Projected Stock app by choosing the corresponding tile on the launchpad.
In the General Response Planner Group, open the SAP Fiori app Projected Stock.
In the Projected Stock app, select your TXX_PHONE_C and check that you can see the following entries in the items table (double-click the location product line to open the table):
Note
Create a distribution plan, by executing a job from the template, ZOrder-Based Planning Deployment Run OPT01 PWS.
In the General Planner Group, choose the Planner Workspaces tile.
Select your workspace IBP_800 ## .
In your workspace, choose Jobs -> Run Application Job.
In the Job Template field, select ZOrder-Based Planning Deployment Run OPT01 PWS.
Choose Base Version.
Choose TXX_PHONE C , as a planning filter.
In the Scheduling Information field, accept Start Immediately.
In the Job Template Parameters section, check that the values from the table below are populated.
| Field | Value |
| Planning Algorithm | OPTIMIZER |
| Available to Deploy Profile | STOCK_PROD |
| Planning Run Profile | PRP_OPT_01 |
Choose Schedule and Continue to start a deployment run. It will create a distribution plan by running an Order-Based Planning - Deployment Run process, using the profiles created earlier.
Check that the status of the job shows as Finished.
Verify the results of the deployment run in the SAP Fiori app, Projected Stock.
In the General Response Planner Group, open the SAP Fiori app Projected Stock.
In the Projected Stock app, select your TXX_PHONE_C and check the entries.
For Push Scenario from plant FA72 to DCs, check that you can see the following:
All the quantity from FA72 has been moved with deployment and non-deployment STRs. The supply is pushed to the DCs (DC72 and/or DC73).
For Pull Scenario between DC72 and L722, check that you can see the following:
The sales order in L722 is fully confirmed, the supply is received just before the demand requested date. The sales order confirmation can be seen in the View Confirmations app.
(Optional, if you want to check the results using the Planner Workspaces app). For the following key figures in your component Projected Stock ##, check that the values are calculated correctly and that the quantities match the results displayed in the Projected Stock app:
Relevant key figures at the DC are the distribution receipt key figures
Relevant key figures at the plant side are the distribution demand key figures
Relevant key figures on the lane are both distribution demand and receipt key figures
When the real-time integration transfers the data, check the STRs in SAP S/4HANA.
Check the outbound integration result on the SAP S/4 HANA side. The order number of MRP elements matches the number in the Projected Stock app.
Go to transaction MD04 and enter TXX_PHONE_C and L722.
Two new lines appear with MRP element PurRqs.
This exercise is based on the same network and data set that was used in the preceding exercise, Use Deployment Optimizer Run Push and Pull Scenario Without Fair Share.
Maintain the necessary fair-share segments for TXX_PHONE_C in the Location-Product Master Data Type (Z7FLOCATIONPRODUCT), using the Manage Master Data app. In the General Planner Group, choose the Manage Master Data tile and use the following data for the segments and locations:
| Type of Stock | Location | Segment |
|---|---|---|
| Fair-Share Safety Stock Segment | FA72 | 2 |
| DC72 | 0 | |
| DC73 | 0 | |
| L721 | 1 | |
| L722 | 1 | |
| Fair-Share Maximum Stock Segment | FA72 | 2 |
| DC72 | 0 | |
| DC73 | 0 | |
| L721 | 1 | |
| L722 | 1 | |
| Fair-Share Excess Stock Segment | FA72 | 1 |
| DC72 | 0 | |
| DC73 | 0 | |
| L721 | 1 | |
| L722 | 1 |
Create supply by creating initial stock.
Log into the SAP S/4HANA system and enter transaction MIGO. You will create stock in the factory for the finished material.
In the upper left-hand side of the screen, in the two drop-down lists, choose Goods Receipt and Other. Check that movement type is 501 (Receipt w/o purchase order into unrestricted-use stock).
To add lines, choose Add and fill the tabs as follows:
Choose the Post button.
Create a demand element.
Log into the SAP ERP system and enter transaction VA01. You will create sales orders in the regional DC for the finished material.
In the Order Type field, enter OR.
For the Organizational Data settings, refer to Step 1 of Exercise 1.
In the Sold-To party and Ship-To party fields, enter CUST11.
In the Cust Reference field, enter some text (it doesn't matter what text you enter, but it must be filled).
In the Req. Deliv. Date field, enter a date four weeks from now.
Choose Items Table and in a new row enter the following data:
Choose Save.
Note
When the real-time integration transfers the data, perform checks on the data using SAP IBP.
In the Fiori App Projected Stock, check that you can see the following entries in the items table:
Note
Use the workbook Distribution ## (component DC), maintain maximum stock levels by setting 1000 as the quantity of maximum stock for TXX_PHONE_C in DC72 and DC73, and 0 as the quantity for all other locations. Use the Maximum Stock key figure for all periods from today + 40 days.
In the General Planner Group, choose the Planner Workspaces tile.
Select your workspace IBP_800 ## and press the Workbook icon in the upper left corner of the Planner Workspaces screen. Choose your workbook Distribution ##.
On the Data section on the top of the workbook, ensure the Version/Scenarios is set to Base Version and the Plan mode is selected. Choose Go.
Select the component DC ##.
Select Filters in the Settings section.
On the Filter tab, adjust the filter as follow:
Choose Apply.
Ensure that your workspace is in the Plan mode, and access the Maximum Stock key figure and populate the values at 1,000 for TXX_PHONE_C in DC72 and DC73 for all periods from today + 40 days.
If the key figure "Maximum Stock" is missing, add it to your component.
Maintain maximum stock levels by setting 1000 as the quantity of maximum stock for TXX_PHONE_C in DC72 and DC73 for all periods from today + 40.
Maintain maximum stock levels by setting 0 as the quantity of maximum stock for TXX_PHONE_C in in all other locations for all periods from today + 40.
Choose Save.
Create a distribution plan by executing a template a job from the template ZOrder-Based Planning Deployment Run OPT02 PWS.
From your workspace, access Jobs → Run Application Job, and start a deployment run. It will create a distribution plan by running an Order-Based Planning - Deployment Run process,
Select the following version: Base Version.
Select T##_PHONE_C as a planning filter.
Check that the planning run parameters against the table below.
| Field | Value |
| Planning Algorithm | OPTIMIZER |
| Available to Deploy Profile | ATD_FIXED |
| Planning Run Profile | PRP_OPT_02 |
Select Schedule and Continue.
Check that the status of the job shows as Finished.
Verify the results of the deployment run in the SAP Fiori app, Projected Stock.
In the General Response Planner Group, open the SAP Fiori app Projected Stock.
In the Projected Stock app, select your TXX_PHONE_C and check the entries.
For Push Scenario from plant FA72 to DCs, check that you can see the following:
All 850 units from FA72 have been moved with a deployment STR, projected stock is here is 0.
For Pull Scenario between DC72 and L722, check that you can see the following:
The sales order quantity of 200 at L722 is fully confirmed, the supply is received just before the demand requested date.
For Fair Share between the DCs, check that you can see the following:
The excess supply is pushed from the factory to the DCs with respect to a fair share, at the end of the distribution freeze horizon, The 550 quantity of excess stock is fair shared between DC72 and DC73. Since DC72 and DC73 have the same stock segments, the distribution would be random.
Check results in the workspace, using the Deployment workbook to validate key figure values on DC, plant, and lane level.
For the following key figures, check that the values are calculated correctly and, as expected, quantities match with the results displayed in the Projected Stock app:
Relevant key figures at the DC are the distribution receipt key figures.
Relevant key figures at the plant side are the distribution demand key figures.
Relevant key figures on the lane are both distribution demand and receipt key figures.