Cross Topics

Objectives

After completing this lesson, you will be able to:

  • Understand the innovations for Cross Topics

Enhancements in the Planner Workspaces App

Planner Workspaces remembers the width of the navigation menu. If you collapse it completely, the navigation menu does not show up the next time you launch the Planner Workspace. This scenario is handy if you just work with one workbook variant. Any other width is also stored. 

The width of the navigation menu is stored automatically and is valid per Planner Workspace and user.

Session Time-Out

In Planner Workspaces, a session times out after 30 minutes. Every open and active Planner Workspace is bound to a simulation session hosted in the back end. Numerous active simulation sessions affects the performance of the system. With release 2402, several interactions with the Planner Workspace resets the time-out, so in the end the session never times out when working actively with a Planner Workspace. If you are not using your Planner Workspace, we show a warning message five minutes before the session times out, so you can easily extend the session by another 30 minutes.

Actions that prolong the session are:

  • Any action that triggers a data load (simulate, save, refresh, create a scenario…)
  • Applying component settings (changes made in the side panel)
  • Applying Workspace settings

The Add Subscription dialog has been enhanced so it's easier to see the difference between the alert definition and the actual alert subscription, which can be added to the Planner Workspace.

If you want to create a new alert subscription, you can select Create without selecting something from the table. The Create button is disabled once you tick any checkbox.

You can add multiple alert subscriptions in one step by selecting the appropriate checkboxes.

There’s a new Planner Workspace component for reviewing master data. To review and define the attribute to be displayed, you can select the master data type. The sequence for the attributes can be adjusted as well. The workbook filter is considered by the master data workbook component. The business catalog Master Data Component (SAP_IBP_BC_MMD_COMP_PC) need to be added to the business role to be able to use the component. Editability features are planned for future releases.

Enhancements in the SAP IBP Add-In for Microsoft Excel 2402

Redesigned Dialog for Creating and Editing Master Data Workbooks

With Excel add-in version 2402.2.0, a new visual design for the Create Master Data Workbook and Edit Master Data Workbook dialogs is introduced.

As part of the new design, more functions are available, such as:

  • Choose which attributes are visible and define their order for worksheets that include master data.
  • Define a workbook filter and more filters for each worksheet in a similar way as you do for planning views.
  • Decide if you want to use the Simple or the Advanced filtering mode for worksheets that include master data. The Advanced filtering mode lets you filter with attributes that are not part of the selected master data type (former Common Filter logic).
  • The Suggest Master Data Worksheets function is separated from the former Common Filter function. You now only must select attributes without specifying any values to have the Excel add-in suggest worksheets.
  • If you have the respective permissions to edit the master data workbook, it is opened in edit mode. The Edit checkbox has been removed.
  • You can now search for the key figure you want to be displayed when you choose a planning level for planning object worksheets.

The dialog for creating and editing master data workbooks now has a similar layout as the dialog for creating and editing planning views. The dialog is divided into tabs, and you can also use the Workbook Filter side panel to add attribute-based filters that are applied to all worksheets in the workbook, if applicable:

  • On the General tab you can choose between the worksheet types Master Data and Planning Objects. Depending on the selection, the dropdowns and the tabs are adjusted.
  • For master data worksheets, you can select the master data type, the version, and the attributes you want to be displayed, and define a worksheet filter.
  • For planning object worksheets, you can select the planning level, the version, time periods, and key figures you want to be displayed, and define a worksheet filter.
  • By default, the Workbook Filter side panel is expanded. If you don't need the panel, you can collapse it.

For worksheet type Master Data, all attributes are selected by default. However, you can remove the attributes from the Selected Attributes list that you do not want to be displayed and reorder them as you prefer.

By default, the key attributes are displayed first. Other attributes are sorted by their description. Administrative attributes, such as Changed By, are added at the end.

When you save your master data workbook as a master data favorite, your selection of attributes is saved. The next time you open your master data favorite, the attributes you selected are displayed in the order you specified.

Note
Even if you did not adjust the order of the attributes, the order in the newly created master data workbooks might differ from previous Excel add-in versions. Previously, the attributes were sorted by their ID, not by their description.

In a similar way as for planning views, you can define a workbook filter that is applied to all worksheets in the master data workbook.

In the workbook filter, you can define filter criteria for all available attributes. However, in the worksheet-specific filter, by default, you can only select from those attributes that belong to the selected master data type or the selected planning level.

When you define a workbook filter, the workbook filter conditions also appear on the Filter tab of the worksheet, if the relevant attributes belong to the selected master data type or the selected planning level. When you open the workbook, those filter conditions are merged with the worksheet conditions.

In this example, only the filter condition for Product Group is displayed on the Filter tab. That's because Product Group is directly assigned to the master data type Product, while Location Region isn't. If you want all filter conditions to be taken over select the Advanced filtering mode (more details on the next slides).

Note
The Excel add-in does not check whether filter conditions from the workbook filter are valid and reduces the amount of data in the worksheet. It only visualizes which filter conditions can be used on the worksheet level.

Simple vs. Advanced Filtering Mode

For master data worksheets, you can decide if you want to use the Simple or the Advanced filtering mode on the Filter tab.

The Simple filtering mode lets you only filter for attributes that are assigned to the master data type that you selected. Only related workbook filter conditions are displayed and considered on worksheet level.

Using the Advanced filtering mode lets you filter by attributes that are not part of the selected master data type. The system then considers dependencies between master data types of the planning area when it applies filters. In this way, all workbook filter conditions are displayed and considered on the worksheet level.

For example, you can filter master data type Location Product with an attribute of master data type Product, such as Product Group. You can also filter master data type Product with an attribute of master data type Location Product such as Subnetwork ID.

In previous versions of the Excel add-in, when you used the Common Filter for master data worksheets. The same filtering logic was applied as the filtering logic that is now used in the Advanced filtering mode for master data worksheets. The Common Filter was enabled by default when you created master data workbooks. For planning object worksheets, the behavior of the Common Filter was equivalent to the current behavior of the Workbook Filter - the Advanced logic was not used.

With version 2402.2.0, the Simple filtering mode is used by default when you create new master data workbooks. You must explicitly enable the advanced filtering mode by choosing the Advanced button. For planning object worksheets, the filtering mode can't be changed - the simple filtering mode is applied.

Note
For master data worksheets, the behavior of the Workbook Filter is not equivalent to the behavior of the previous Common Filter. If you want to achieve the same behavior as you had with the Common Filter previously, you must specify a Workbook Filter and choose the Advanced button on the Filter tab of the respective worksheets. See also the table Common Filter in Previous Versions..

Common Filter in Previous Versions

Worksheet TypeWhat You Want to DoWhich Function You Used PreviouslyWhich Function to Use as of 2402.2.0
Master Data TypeApply to all worksheets an advanced filtering logic that considers dependencies between master data types of the planning area. In this way, attributes that are not assigned to the selected master data type can be used as filter criteria.Common FilterUse the Advanced filtering mode enabled on each worksheet individually in combination with the workbook filter.
Planning ObjectApply to all worksheets a filter that is only applied if the attributes in the filter conditions are assigned to the selected planning level.Common FilterWorkbook Filter

The Suggest Sheets function has been renamed to Suggest Master Data Worksheets and is located next to the Add Worksheets function. Previously, it could only be used together with the Common Filter. You can now use it independently.

When choosing the function, select only the attributes for which you want the system to add worksheets of related master data types. You do not need to specify any attribute values. Those values are not relevant in this case as the system searches for master data types that contain the selected attributes.

Removed Edit Checkbox

With version 2402.2.0 and newer, you do not need to select the Edit checkbox every time you want to edit and not only display master data entries.

An information message tells you if you have permission to edit the master data entries of the selected master data type, or the planning objects of key figures from the selected planning level. It also lets you know:

  • If you have only edit permissions for specific versions.
  • If you are only able to edit master data entries that you created.
  • If you are not allowed to edit specific attributes.

You can find some examples in the following images.

When you open the master data workbook, it is visualized which entries can be edited and which ones can't. Noneditable rows or columns are formatted with a gray background color.

For planning object worksheets, it is now easier to find the right planning level for a specific key figure. In the value help dialog for planning levels, you can now search for a specific key figure and select the planning level the key figure belongs to.

You can now decide whether they want to add the administrative fields Changed By, Changed On, Created By, and Created On to their master data workbooks. Therefore, the value that has been maintained for the global configuration parameter.

EXCEL_MASTER_DATA_ADMIN_FIELDS is not considered as of version 2402.2.0 of the Excel add-in.

Background: Since Excel add-in version 2305.2.0 the global configuration parameter EXCEL_MASTER_DATA_ADMIN_FIELDS could be used to decide if more columns for Changed By, Changed On, Created By, Created On are added to master data workbooks or not.

Compatibility of Master Data Favorites

Consider the following regarding master data favorites that have been saved with Excel add-in versions older than 2402.2.0 and are opened with version 2402.2.0 or newer:

  • If you open existing master data favorites, the master data workbook settings are taken over in such a way that the same data is visible to you as before.
  • The favorite opens in edit mode if you have saved a master data favorite with the Edit checkbox deselected, but you have permission to edit the master data or planning objects.
  • If you edit the master data favorite and open it again, the attributes are sorted by their descriptions, which are displayed, and not by their IDs, as in previous versions of the Excel add-in.
Note
Before adjusting your master data favorites with Excel add-in version 2402.2.0 or newer using features that were not supported with previous versions (such as deselecting or reordering attributes or including workbook and worksheet filter), ensure that all users who have access to the favorite have version 2402.2.0 or newer of the Excel add-in installed.

Users who do not yet have version 2402.2.0 or newer installed and open such a shared master data favorite will still have all attributes included in the master data workbook sorted by ID and might have different filter settings as originally defined in the favorite.

When you create a planning view by choosing New View>From Template..., the name of the template is now displayed in the workbook file name including a number.

For example, when you create a planning view from the template Supply Chain Planning, the workbook file name shows Supply Chain Planning 1.xlsm. When you create a second planning view based on the same template, the number increases by one, showing Supply Chain Planning 2.xlsm, and so on.

Previously, the workbook file name showed NewPlanningView 1.xlsm, and if multiple planning views were created, NewPlanningView 2.xlsm, NewPlanningView 3.xlsm, and so on. This way, it was not easy to differentiate the open template workbooks by just checking the file name.

If you have the permission to open and adjust templates, you can open the respective template from the Template Admin group of the SAP IBP ribbon, as before. When you open the template from the Template Admin group, the name of the workbook only includes the template name without any numbers. For example, Supply Chain Planning.xlsm.

With version 2402.2.0 of the Excel add-in, we improved working with multiple Microsoft Excel windows, using the New Window function in the Window group of the View tab of Microsoft Excel.

By using this function, you can open the same planning view workbook a second time in a new window and pin it side-by-side to the already opened window. If you then select a different worksheet in a window, you can display and compare the data in planning views of different worksheets of the same workbook side-by-side.

If you change data and simulate or save the changes in one of the worksheets, and then switch to the other worksheet in the second window, the respective planning view is automatically refreshed reflecting the changes, and you can continue comparing the data. With previous versions of the Excel add-in simulated or saved changes were not reflected in other windows.

If you are opening a planning view workbook in a new window by using the New Window function of Microsoft Excel, some settings might not be taken over. For example, hiding the gridlines or configured freeze panes - these settings must be reset. This is a general restriction coming from Microsoft. However, you can solve this issue by using Visual Basic for Applications (VBA) coding.

If you use the New Window function to display a planning view, the VBA-based chart and its controls included in the sample planning view templates (see SAP Note 1790530) do not work.

With version 2402.2.0 of the Excel add-in, we've made the layout settings for planning views where a value-based filter is applied more flexible.

Previously, all attributes in the planning view had to be grouped on the same axis, together with the key figure.

As of version 2402.2.0 of the Excel add-in, the key figure can be placed on either axis and doesn't have to be grouped with the attributes.

Additional Telemetry Data When Working with the Excel add-in: Additional User Actions

With SAP IBP 2402 additional telemetry data related to working with the Excel add-in is available in the Telemetry Data app, see SAP Help portal at Telemetry Data and Integrating Telemetry Data for information on accessing telemetry data.

If Excel add-in version 2311.2.0 or newer is used, the following extra user actions generate telemetry data:

  • Choosing Simulate (Basic) or simulating any of the available operators.
  • All actions that change the settings of a planning view, for example, choosing Edit View, changing the workbook or worksheet filter in the ribbon function, or using the Quick Edit Planning View functions in the context menu.
  • Creating a planning view from the beginning by using New View>Without Template On Current Sheet.
  • Switching to another worksheet that includes a planning view, which is not yet loaded, when you have a planning view workbook open.

Additional telemetry data when working with the Excel add-in: Additional details

For user actions related to planning views, the following additional details are available:

  • Key figures that are included in the planning view.
  • Time the Excel add-in needs to format the planning view.
  • Time spent by VBA code included in the planning view.

Relevant details for user actions Save Data and Simulate:

  • Key figures that have been changed in the planning view
  • Number of changed cells in the planning view

Relevant details for user action Simulate: Operator type that has been simulated. No operator type means that Simulate (Basic) has been used.

.NET 8 Desktop Runtime Not Supported

In November 2023, Microsoft released .NET 8, see Microsoft .NET Support Policy. When testing .NET 8 Desktop Runtime with the Excel add-in we noticed some problems that we are investigating, therefore we do not recommend using this version of .NET.

.NET 6 is further supported until November 2024, therefore we do not yet raise the required version of .NET Desktop Runtime for the Excel add-in. For version 2402.2.0 of the Excel add-in the required .NET Desktop Runtime version is .NET 6.

If .NET 8 Desktop Runtime is required for other software that you are using, you can install it, without uninstalling .NET 6 Desktop Runtime. In this way the Excel add-in keeps working using .NET 6.

For subsequent versions of the Excel add-in, we adjust the prerequisites in SAP Note 2394311 - Version information for the SAP IBP, add-in for Microsoft Excel accordingly, and we will let you know if those support .NET 8 Desktop Runtime.

Before rolling out a new major version of .NET, make sure to check the version note for the Excel add-in version that you are using.

New Minimum Version for the SAP IBP, add-in for Microsoft Excel

As part of the SAP Integrated Business Planning for Supply Chain release 2402, we raise the minimum version to 2208.2.0 (version six versions before 2402).

Note
Since SAP IBP 2311 we are raising the minimum Excel add-in version with each release by one major version in a rolling manner. This means that once SAP IBP 2405 is released the minimum required Excel add-in version will be 2211.2.0 and so on.

New Minimum Version for the SAP IBP, add-in for Microsoft Excel

 2202 (n-8)2205 (n-7)2208 (n-6)2211 (n-5)2302 (n-4)2305 (n-3)2308 (n-2)2311 (n-1)2402 (n)
Maintenance       xx
Compatible  xxxxxxx
Incompatiblexx       

Maintenance: As before, Excel add-in versions are in maintenance and supported for 6 months after their release. This means that the current and previous versions of the Excel add-in are in active maintenance and receive updates. In certain cases, depending on the urgency of the fix, updates will be only applied to the current version. 

Compatible: You can use the current version or six prior versions of the Excel add-in. As a consequence, upgrading just once a year is still possible. Nevertheless, we propose a regular upgrade schedule to keep up with security, stability, performance, and feature enhancements.

Incompatible: Affected versions of the Excel add-in are incompatible. The installation of a newer version is mandatory.

Mitigation:

  • If you have not done it yet, download and roll out a newer version of the Excel add-in to your user base.
  • Check in the Login Statistics for Excel Add-in app to see which of your users are affected and notify them to upgrade their Excel add-in in time. 

By using the global configuration parameter MINIMUM_ADDIN_VERSION, you can let the system bring up a warning message each time a user logs on with a version older than the specified one. To do so, change the value of the parameter to, for example 2208.2.0. 

Planner Model Template SAPIBP1

2402 Summary of Changes in SAPIBP1

S&OP and Supply Planning

  • Late Delivery for Inter-Subnetwork Dependent Production Demand.

Inventory Optimization

  • Create planning levels, key figures, and supply lead time profile for Supply and Transport Lead Time Calculation.
  • Change the aggregation mode of HCONVIOMAXINVENTORY to MAX.
  • Create key figures for safety stock inventory holding cost.

Cross Topics

  • Supply Chain Risk Analysis.
  • Change FINALIOSAFETYSTOCK and EXCHANGERATEUOMCONVERSION.
  • Version-Specific Key figure.
  • Integration of Risk Data from Everstream Analytics.

S&OP and Supply Planning: Late Delivery for Inter-Subnetwork Dependent Production Demand

Reason for Change

Following the introduction of the prioritization of inter-subnetwork dependent production demand with SAP IBP 2311, we now provide key figures that also support late deliveries in that scenario.

The following key figures have been added to the SAPIBP1 sample planning area:

  • Late-Delivery Cost Rate for Inter-Subnetwork Dependent Production Demand (DEPCOMPDEMLATEDELIVCOSTRATE).
  • Maximum Late-Delivery for Inter-Subnetwork Dependent Production Demand (DEPCOMPDEMLATEDELIVMAX).
  • Inter-Subnetwork Production Component Supply Delivered Late (IPUPRODCOMPDELIVEREDLATEDS).
Note
For these key figures to be considered in upstream subnetwork planning, the additional parameter USE_PRIORITIZATION_OF_DEPENDENT_COMPONENT_ DEMANDS must be set to Yes in the corresponding operator profile (in the S&OP Operator Profiles app).

For further information about this feature, refer to the What's New on the SAP Help Portal.

Refer to sample planning area SAPIBP1 for the following changes:

1. Create the key figure IPUPRODCOMPDELIVEREDLATEDS and assign it to PVSMD, UPSIDE, and DOWNSIDE versions:

2. Create the key figure DEPCOMPDEMLATEDELIVMAX and assign it to PVSMD, UPSIDE, and DOWNSIDE versions:

3. Create the key figure DEPCOMPDEMLATEDELIVCOSTRATE and assign it to PVSMD, UPSIDE, and DOWNSIDE versions:

Inventory Optimization: Supply and Transportation Lead Time Calculation

Reasons for Change

The SAPIBP1 sample planning area has been enhanced with 14 new key figures and two new planning levels to support the new feature of Supply and Transport Lead Time Recommendation.

For further information about this feature, refer to the What's New and the user assistance on the SAP Help Portal.

Refer to the sample planning area SAPIBP1 for the following changes:

1. Create planning level CALWKPRODLOCSRC.

2. Create planning level CALWKPRODLOCLOCFR.

3. Create the following key figures at planning level CALWKPRODLOCLOCFR, and assign them to version PVSMD:

THISTLEADTIME

THISTLEADTIMEAVG

THISTLEADTIMESTDDEV

THISTLEADTIMECV

THISTLEADTIMELL

THISTLEADTIMEUL

THISTLEADTIMEOUTLIERIND

4. Create the following key figures at planning level CALWKPRODLOCSRC, and assign them to version PVSMD:

PHISTLEADTIME

PHISTLEADTIMEAVG

PHISTLEADTIMESTDDEV

PHISTLEADTIMECV

PHISTLEADTIMELL

PHISTLEADTIMEUL

PHISTLEADTIMEOUTLIERIND

5. Create supply lead time profile Transportation Lead Time.

6. Create supply lead time profile Production Lead Time.

Inventory Optimization: Change Aggregation Mode of HCONVIOMAXINVENTORY to MAX

Reasons for Change

The aggregation mode of the HCONVIOMAXINVENTORY key figure has been changed to MAX to match the aggregation mode of the corresponding MAXINVENTORY key figure.

Step: Change aggregation mode of HCONVIOMAXINVENTORY to MAX.

Inventory Optimization: Create Key Figure for Safety Stock Holding Cost

Reasons for Change

Create a new key figure to show the recommended safety stock holding cost.

Step: Create the key figure RECOMMENDEDSAFETYSTOCKHOLDCOST and assign it to version PVSMD.

Cross Topics: Supply Chain Risk Analysis

Reasons for Change

To ship the Supply Chain Risk Analysis story as part of the SAP Best Practices for SAP Integrated Business Planning for Supply Chain, the SAPIBP1 sample planning area is enhanced with one more planning level and five new key figures. The key figure NAGCO2TOTALEMISSION is enhanced with an additional calculation.

For further information about Supply Chain Risk Analysis, refer to the test script of the IBP - supply chain risk management (6S7) solution process.

Steps

Refer to sample planning area SAPIBP1 for the following changes:

  1. Create the key figure RISKSCOREDEMAND and assign it to PVSMD versions.
  2. Create the key figure RISKSCORESUPPLY and assign it to DOWNSIDE, UPSIDE, and PVSMD versions.
  3. Create the key figure RISKSCOREINVENTORY and assign it to PVSMD versions.
  4. Create the planning level MTHLOC.
  5. Add the new calculation NAGCO2TOTALEMISSION@MTHLOC to the key figure NAGCO2TOTALEMISSION.
  6. Create the key figure RISKSCOREFOOTPRINT and assign it to DOWNSIDE, UPSIDE, and PVSMD versions.
  7. Create the key figure FINALIOSAFETYSTOCKVALNOLPA and assign it to PVSMD versions.

Cross Topics: Change FINALIOSAFETYSTOCK and EXCHANGERATEUOMCONVERSION to Version-Specific Key Figure

Reasons for Change

To make the calculated key figures become visible in all planning versions where they are registered, reassign the key figures as version-specific key figures in the DOWNSIDE and UPSIDE versions.

Steps

Refer to sample planning area SAPIBP1 for the following changes:

1. Reassign the key figure FINALIOSAFETYSTOCK as a version-specific key figure in DOWNSIDE and UPSIDE versions.

2. Reassign the key figure EXCHANGERATEUOMCONVERSION as a version-specific key figure in DOWNSIDE and UPSIDE versions.

Cross Topics: Integration of Risk Data from Everstream Analytics

Reasons for Change

SAPIBP1 has been enhanced with new attributes, master data types, planning levels, and key figures to support the integration with Everstream.

Steps

Refer to sample planning area SAPIBP1 for the following changes:

  1. Create the following new attributes:

    EXTRISKRELEVANT

    ROPFAMILY

    ROPREVISION

    ROPCHANGEDDATE

    ROPSTARTDATE

    ROPENDDATE

    ROPDURATION

  2. Add ROPDESCR as a display attribute to ROPID. Change the length of attributes ROPID and ROPDESCR.
  3. Assign the following attributes to master data type IBPRISKOPP.

    ROPFAMILY

    ROPREVISION

    ROPCHANGEDDATE

    ROPSTARTDATE

    ROPENDDATE

    ROPDURATION

  4. Assign attribute EXTRISKRELEVANT to master data type IBPLOCATION.
  5. Create compound master data type IBPLOCRISKOPP.
  6. Add attributes to sample planning area.

    ROPCHANGEDDATE

    ROPDURATION

    ROPENDDATE

    ROPFAMILY

    ROPREVISION

    ROPSTARTDATE

    EXTRISKRELEVANT

  7. Create Planning Level DAYROPLOC.
  8. Create the key figure RISKSCOREEXT and assign it to DOWNSIDE, UPSIDE, and PVSMD versions.

SAP Best Practices for SAP Integrated Business Planning for Supply Chain V33.2402

  • Technical upgrade to product version 2402 of the SAP Integrated Business Planning for Supply Chain solution
  • The SAPIBP1 sample planning area has been enhanced as follows:
    • New key figures and attributes to store risk information.
    • New key figures in inventory to support supply lead time recommendation.
    • Preconfigured analytics stories for demand and risk.
  • The IBP for demand - demand planning solution process now uses the preconfigured analytics stories for the demand planning process expert, the global demand planner, and the local demand planner.
  • The IBP - supply chain risk management solution process now uses the preconfigured analytics stories called IBP Best Practices - Supply Chain Risk Analysis.
  • We've added a new solution process called IBP for demand - demand forecast for SAP S/4HANA Cloud, public edition. It describes how to use the advanced forecasting algorithms in SAP IBP as input for material requirements planning in SAP S/4HANA Cloud. It covers the integration of master and transactional data from SAP S/4HANA Cloud using SAP Integration Suite, Cloud Integration to SAP IBP. It also covers the integration of planned independent requirements back to SAP S/4HANA Cloud.
  • The IBP for maintenance, repair, and operations (MRO) solution process now includes master data maintenance rules as part of the segmentation process and now uses a planning view to analyze the expected project activities in SAP IBP.

Unified Planning: Sample Planning Areas Used in SAP Best Practices for SAP Integrated Business Planning (Update 2402)

Planning AreaProcess Running in this Planning AreaApplication Content AvailableIntegration/DataSample Data Available
SAPIBP1 (unified planning area)Time-series-based planning processes

Yes

Dashboards, charts, alerts, procedure playbook, Planner Workspace* available as part of SAPIBP1

  1. Sample data loaded using Data Integration app (see Setup Instructions for Implementing Time-Series-Based Planning (TSP_IBPxxxx_setup))
  2. Integration to SAP S/4HANA using SAP Cloud Integration for data services (CI-DS) (see test script 3OF - IBP – time-series-based inbound integration with SAP S/4HANA)
  3. Integration to SAP S/4HANA Cloud, public edition using SAP Integration Suite (see test script 78P – IBP for demand – demand forecast for SAP S/4HANA Cloud, public edition)
Yes
SAP7F (response and supply)Order-based planning processes

Yes

Dashboards, charts, alerts, procedure playbook, Planner Workspaces available as part of SAP7F

Integration to SAP S/4HANA using real-time integration and Data Integration app. See test script 2S4 - IBP – order-based planning inbound integration with SAP S/4HANA, 4VA - IBP - order-based planning inbound integration for deployment planning.Yes
SAP8 (demand-driven replenishment)Demand-driven replenishment processYesSample data loaded using Data Integration app. See Setup Instructions for Implementing Demand-Driven Replenishment (DDR_IBPxxxx_setup.)Yes
SAP9 (maintenance, repair, and operations)Maintenance, repair, and operations (MRO) processesYesSample data loaded using Data Integration app. See Setup Instructions for Implementing maintenance, repair, and operations (MRO) (MRO_IBPxxxx_setup.)Yes

SAP Best Practices for SAP-Integrated Business Planning for Supply Chain: Solution Process Overview - V34.2402

Integrated Business Planning for sales and operations

  • IBP for sales and operations - demand review
  • IBP for sales and operations - supply review - heuristic
  • IBP for sales and operations - reconciliation review
  • IBP for sales and operations - management business review
  • IBP for sales and operations - forecast error calculation and analysis
  • IBP for sales and operations - time-series-based forecast consumption
  • IBP for sales and operations - footprint analysis

Integrated Business Planning for demand (New)

  • IBP for demand - demand planning
  • IBP for demand - demand sensing
  • IBP for demand - forecast error calculation and analysis
  • IBP for demand - time-series analysis
  • IBP for demand - new product introduction
  • IBP for demand - demand forecast for SAP S/4HANA Cloud, public edition

Integrated Business Planning for demand-driven replenishment

  • IBP for demand-driven replenishment - strategic buffer positioning
  • IBP for demand-driven replenishment - buffer setup and adjustment
  • IBP for demand-driven replenishment - planning

Integrated Business Planning for response and supply

  • IBP for response and supply - supply review - TS-based supply optimizer
  • IBP for response and supply - supply and allocations planning - heuristic
  • IBP for response and supply - supply planning - OBP optimizer
  • IBP for response and supply - response planning
  • IBP for response and supply - deployment planning - optimizer
  • IBP for response and supply - transportation load building
  • IBP - order-based planning inbound integration with SAP S/4HANA
  • IBP - order-based planning outbound integration with SAP S/4HANA
  • IBP - order-based planning inbound integration for deployment planning
  • IBP - order-based planning inbound integration for shelf life planning
  • IBP for response and supply - shelf life planning

Integrated Business Planning for inventory

  • IBP for inventory
  • IBP for inventory - scenario planning

Cross-application solution processes

  • IBP - ABC-XYZ segmentation
  • IBP - time-series-based inbound integration with SAP S/4HANA
  • IBP - integration of planned independent requirements to SAP S/4HANA
  • IBP - supply chain risk management
  • IBP for maintenance, repair, and operations (MRO)

Solution Process Status, Table 1

IBP ApplicationSolution ProcessSIDStatusShort Description and What's New
Integrated Business Planning for sales and operationsIBP for sales and operations – demand review2BQTechnical UpgradeCollect demand input from various sources like sales, marketing, and finance, and generate a single consensus demand plan for measuring the current volume and financial target achievement.
 IBP for sales and operations – supply review – heuristic2BSTechnical UpgradeGenerate an infinite supply plan with no shortages for your consensus demand, and identify supply and capacity bottlenecks. Carry out manual capacity leveling to solve potential supply issues and to create a feasible constrained demand plan.
 IBP for sales and operations – reconciliation review2BUTechnical UpgradeEvaluate constrained demand scenarios and prepare an executive proposal for demand, supply, and finance alignment.
 IBP for sales and operations – management business review2BWTechnical UpgradeDecide on demand, supply and finance alignment, and approve a final consensus demand plan.
 IBP for sales and operations – forecast error calculation and analysis2C4Technical UpgradeAnalyze the accuracy of your past consensus demand forecasts by calculating error measures based on actual sales data.
 IBP for sales and operations – time-series-based forecast consumption3RTTechnical UpgradeEnsure that sales orders – even if they are not in the current period – reduce or consume the forecast by the sales order quantity.
 IBP for sales and operations – footprint analysis5LGTechnical UpgradeGain an insight into the greenhouse gas emissions of your plants, based on the results of the supply planning run.
Integrated Business Planning for demandIBP for demand – demand planning11VTechnical upgrade with enhancementsGain full demand transparency for mid-term and long-term forecasts by using statistical forecasting methods. Preconfigured analytics stories for the demand planning process expert, global demand planner, and local demand planner.
 IBP for demand – demand sensing11XTechnical upgrade with changesRefine short-term forecasts to drive better fulfillment and inventory reduction. Get a better sense of demand by identifying demand patterns based on daily granular demand signals. Remove web-based planning view and replace it with Excel planning view.
 IBP for demand – forecast error calculation and analysis2BMTechnical upgradeAnalyze the accuracy of your past demand forecasts by calculating error measures based on actual sales data.
 IBP for demand – time-series analysis34YTechnical upgradeDetect and record patterns in time series, which help the customer to select the ideal forecasting algorithms, including sample data adjustment to have different types of demand.
 IBP for demand – new product introduction5OZTechnical upgradeProvide a reliable forecast for new products without sales history.
 IBP for demand – demand forecast for SAP S/4HANA Cloud, public edition78PNewUse the result of advanced forecasting algorithms in SAP IBP as input for material requirements planning in SAP S/4HANA Cloud, public edition.

Solution Process Status, Table 2

IBP ApplicationSolution ProcessSIDStatusShort Description and What's New
Integrated Business Planning for response and supplyIBP for response and supply – supply and allocations planning – heuristic.2I0Technical upgradeCreate an operational supply plan and product allocations based on prioritized forecast demand and supply chain constraints.
 IBP for response and supply – supply planning – OBP optimizer42CTechnical upgradeCreate an operational supply plan and product allocations based on given demand, supply chain constraints, and cost rules.
 IBP for response and supply – supply review – TS-based supply optimizer18NTechnical upgradeGenerate a feasible cost-optimized supply plan for your consensus demand based on finite capacities, lead times, lot sizes, and other supply chain constraints.
 IBP for response and supply – response planning2P0Technical upgradeCreate order confirmations and adopt the supply plan based on prioritized demand, allocations, and supply chain constraints.
 IBP for response and supply – deployment planning – optimizer4UTTechnical upgradeCreate an optimum reliable short-term distribution plan to satisfy demand with the existing supply elements based on predefined costs for supply alternatives and demand.
 IBP – order-based planning inbound integration with SAP S/4HANA2S4Technical upgradeOrder-based planning requires dynamic data integration between the execution system and the SAP IBP system to allow a quick response to demand changes triggered by sales orders.
 IBP – order-based planning outbound integration with SAP S/4HANA2S6Technical upgradeTo enable execution processes to use the output of order-based planning, dynamic data integration between the SAP IBP system and the execution system is needed to exchange order information on a detailed level. Includes now also deployment planning.
 IBP – order-based planning inbound integration for deployment planning.4VATechnical upgradeOrder-based planning requires dynamic data integration between the execution system and the SAP IBP system to allow a quick response to demand changes triggered by sales orders. This solution process covers the integration required for IBP for response and supply – deployment planning – optimizer.
 IBP for response and supply – transportation load building.6NVTechnical upgrade with changesGroup planned distribution receipts for products with the same transportation lane, transportation group, and delivery date into loads to reduce transportation costs and optimally use given equipment types. Extra step to unload items from a transportation load.
 IBP for response and supply – shelf-life planning.6WZTechnical upgradeCreate an operational supply plan considering the minimum remaining shelf-life.
 IBP – order-based planning inbound integration for shelf-life planning.6Z1Technical upgradeOrder-based planning requires dynamic data integration between the execution system and the SAP IBP system to allow a quick response to demand changes triggered by sales orders. This solution process covers the integration required for IBP for response and supply – shelf-life planning.

Solution Process Status, Table 3

IBP ApplicationSolution ProcessSIDStatusShort Description and What’s New
 IBP for inventory11ZTechnical upgradeOptimize multi-stage inventory targets to efficiently meet or exceed customer service levels, fully considering uncertainties like forecast errors and supply uncertainty.
 IBP for inventory – scenario planning4YITechnical upgradeCreate scenarios for inventory-related changes to demand, transportation, production, and policy input variables to determine the sensitivity of these variables regarding baseline planning outputs.
 IBP – ABC-XYZ Segmentation1S6Technical upgradeGroup your planning objects based on data and increase user efficiency and planning accuracy.
 IBP – time-series-based inbound integration with SAP S/4HANA3OFTechnical upgradeIntegrate selected master data types by using available extractors and templates with the unified planning area for time-series-based planning.
 IBP - integration of planned independent requirements to SAP S/4HANA4NOTechnical upgradeIntegrate planning results (planned independent requirements) from SAP IBP to SAP S/4HANA.
 IBP – supply chain risk management6S7Technical upgrade with enhancementsExample of how the new analytics stories embedded in SAP IBP can be used. The story used in this solution process helps supply chain leads to analyze typical supply chain risks and collaborate with planners to eliminate them. - preconfigured analytics story.
 IBP for maintenance, repair, and operations (MRO)75CTechnical upgrade with enhancementsProvide full transparency for mid-term and long-term MRO parts and resource requirements by using statistical forecasting methods as well as inventory and supply planning algorithms.
  • Extra planning view: MRO 160 Project Network.
  • Master data maintenance rules as part of the segmentation process.
  • Best fit algorithm for parts with continuous demand.
Integrated Business Planning for demand-driven replenishmentIBP for demand-driven replenishment – strategic buffer positioning.40UTechnical upgradeSimultaneously determine decoupling points across the end-to-end supply chain network.
 IBP for demand-driven replenishment – buffer setup and adjustment.40VTechnical upgradeSize and maintain the inventory level for the buffers to make sure that inventory remains at optimum stocking levels.
 IBP for demand-driven replenishment – planning.40WTechnical upgradeCalculate the net flow position for relevant location-product combinations and generate supply orders.

IBP - Supply Chain Risk Management, Description

This solution process contains a preconfigured example of how you can use the new analytics stories embedded in SAP IBP. The story used in this solution process helps supply chain leads analyze typical supply chain risks and collaborate with planners to eliminate them. The scores illustrate risks resulting from low forecast accuracy, inaccurate safety stock levels, resource bottlenecks, and excess CO2 emissions.

SCOPE

Use Case

Discover and then eliminate risks throughout the supply chain network.

Benefits

  • Use best-in-class analysis and visualization capabilities.
  • Support reporting from within the business application.
  • Offer a consistent reporting experience across SAP applications.

Participants

  • Head of Supply Chain
  • Supply Planner
  • Demand Planner
  • Inventory Planner
  • Supply Planner

TECHNICAL DETAILS

Business Conditions. The following business conditions must be met before this solution process can be tested:

  • Demand Planning
  • Demand Forecast error calculation and analysis
  • Supply Review - heuristic or optimizer
  • Inventory
  • Footprint Analysis

USER INTERACTION

  • Fiori Apps: Manage Analytics Stories.
  • Planning Views: No predefined planning views.
  • Alerts: No predefined alerts.
  • Analytics: Preconfigured Analytics Story "IBP Best Practices - Supply Chain Risk Analysis."
  • Collaboration: No predefined process management and no integration with SAP Build Work Zone, advanced edition.

IBP for Sales and Operations - Demand Review, Description

The demand review is the first phase of the sales and operations planning process. Representatives from sales, finance, marketing, and demand planning prepare and review their input data for the new S&OP planning cycle. They agree on a single consolidated consensus demand plan which measures the current volume and respects corporate financial targets. This consensus demand plan is then used as a basis in the succeeding supply review phase to create a complete supply plan.

SCOPE

Use Case

  • Align supply chain planning with corporate financial targets.
  • Collaboratively define a consensus demand plan.

Benefits

  • Create the ideal business plan to drive revenue growth and increase market share.
  • Improve the speed, agility, and accuracy of sales and operations planning.

Frequency

Monthly

Participants

  • Director of finance, sales manager, marketing manager, demand planner.
  • S&OP coordinator.
  • Key customers.

TECHNICAL DETAILS

Input

  • Annual operating plan
  • Sales forecast
  • Marketing forecast
  • Global demand plan

Output: Unconstrained consensus demand plan

Planning Level: Months / Product family / Customer group

Planning Operator: No planning operator

USER INTERACTION

Fiori Apps

  • Manage Processes
  • Dashboards - Advanced
  • Application Jobs
  • Manage Master Data
  • Manage Realignment Rules
  • Manage Tasks
  • Manage Processes
  • Planner Workspaces

Planning Views

  • Sales Forecast, one worksheet
  • Marketing Forecast, one worksheet
  • Annual Operating Plan, one worksheet
  • Consensus Demand Plan, two worksheets
  • Four predefined Planner Workspaces (Sales Manager, Marketing Manager, Finance Manager, Demand Planner)

Alerts: No predefined alerts

Analytics: One predefined 'Demand Review' dashboard with six charts

Collaboration: One step with four tasks in a predefined S&OP process management template with task integration for SAP Build Work Zone, advanced edition.

IBP for demand - Demand Forecast for SAP S/4HANA Cloud, Public Edition, Description

The material requirements planning (MRP) run in SAP S/4HANA Cloud, public edition needs forecast data to estimate the future demand of materials and components. This information is crucial for determining the quantities of materials and components required to fulfill customer orders. SAP IBP offers advanced forecasting algorithms and can provide high-quality forecasts to SAP S/4HANA Cloud. This solution process starts with integrating master data and transactional data from SAP S/4HANA Cloud into SAP IBP. In SAP IBP, the statistical forecast run delivers the data for the planned independent requirements (PIRs) that are integrated back to SAP S/4HANA Cloud. The PIRs are used as the input for the material requirements planning in SAP S/4HANA Cloud.

SCOPE

Use Case

  • Mid-term or long-term demand planning.
  • Advanced statistical forecasting.

Benefits

  • Improved forecast accuracy with automatic forecast models based on historical data
  • More accurate and timely sales predictions
  • Better resource allocation and operational efficiency
  • Timely availability of materials
  • Predefined Cloud Integration iflows for out-of-the-box integration

Frequency: Weekly

Participants: Demand planner

TECHNICAL DETAILS

Inbound Integration Objects Master Data:

  • Location: Plant, DC
  • Product
  • Business Partner

Key Figures: Actuals Quantity

Outbound Integration Objects: Planned Independent Requirements (PIR) (using key figure Consensus Demand Plan Quantity.)

Planning Level: Weeks / Product / Location / Customer

Planning Operator: Statistical forecasting based on forecast models that support a broad range of forecasting algorithms and any combinations thereof.

USER INTERACTION

Fiori Apps

  • IBP: Manage Master Data
  • IBP: Planner Workspaces
  • S/4HANA Cloud: Maintain PIRs

Planning Views: No predefined planning views

Alerts: No predefined alerts

Analytics: No specific predefined analytics stories, but the stories for IBP for demand - demand planning can be used.

Collaboration: No predefined process management and no integration with SAP Build Work Zone, advanced edition.

IBP for Demand – Demand Planning, Description

During demand planning, you use statistical forecasting methods to gain full demand transparency for mid-term and long-term forecasts, resulting in an adopted global demand plan at the end of each week. As the demand planning process expert, the local demand planner, or the global demand planner, you collaborate in a globally distributed demand planning team and align on your decisions using SAP Build Work Zone, advanced edition. You can combine automated, exception-based planning processes as well as manual planning capabilities and carry out role-based local and global demand planning.

SCOPE

Use Case

  • Mid- or long-term demand planning
  • Advanced statistical forecasting
  • Role-based local and central planning

Benefits

  • Improved forecast accuracy with automatic forecast models based on historical data.
  • Increased efficiency through automated exception-based planning, embedded analytics, and collaboration capabilities.

Frequency

  • Weekly
  • New global demand plan at the end of every week.

Participants: Local demand planner, global demand planner, demand planning process expert.

TECHNICAL DETAILS

Input

  • Order-based or time-series-based sales history.
  • Approved consensus demand plan from the last S&OP cycle.
  • Additional input: sales forecast, final sensed demand.*

Output

  • Global demand plan.
  • Combined final demand = global demand plan + last final sensed demand.*

Planning Level: Weeks / Product / Location / Customer

Planning Operator: Statistical forecasting based on forecast models that support a broad range of forecasting algorithms and any combinations thereof.

USER INTERACTION

Fiori Apps

  • Data Integration Jobs
  • Monitor Custom Alerts
  • Planner Workspaces
  • Manage Planning Notes
  • Manage Analytics Stories

Planning Views

  • Historical Data Cleanse, one worksheet
  • Statistical Forecast, one worksheet
  • Local Demand Plan, one worksheet
  • Global Demand Plan, two worksheets
  • Preconfigured planner workspace for global demand planner

Alerts: Two predefined custom alerts: Global Demand Planner, Statistical Fcst Error Measures.

Analytics: Preconfigured Analytics Stories for Demand Planning Process Expert, Global Demand Planner, Local Demand Planner.

Collaboration: No predefined process management and no integration with SAP Build Work Zone, advanced edition.

*only if the IBP for demand – demand sensing solution process is implemented.

For more information on the integration scenarios in SAP IBP, see the documentation

* AddOn recommended, but not mandatory.

**SIEM: Security Information and Event Management.

SAP S/4HANA cloud, private edition uses the same technologies such as SAP S/4HANA On-Premise to integrate with SAP IBP.

Process Management

Workflow Approval via SAP Build Process Automation

Feature Overview

We've integrated SAP Build Process Automation with process management in SAP Integrated Business Planning for Supply Chain (SAP IBP) to enable an approval workflow. This integration means that process step reviewers can use the features of SAP Build Process Automation to make a final check on the progress of process steps and to decide whether the process can continue. Workflows are designed in SAP Build Process Automation and reviewers can use the My Inbox app from SAP Business Technology Platform (SAP BTP) to process ongoing workflows tasks.

If your system has been set up to use workflows and if workflows have been created by your administrator, in the Manage Process Templates application you can now specify that the approval workflow is to be triggered when a process step is completed and that the next step can't be started until the current process step is completed. You can do this in the settings for the end of a step by choosing the Custom option and selecting a workflow as defined by your administrator.

Introduction of the New Step Status

If an approval workflow has been set up in the Manage Process Templates app for the completion of process steps, you can now see the approval status of a process step in the Manage Processes application.

  • The status of the process step changes to In Approval while it's being reviewed. 
  • If a process step is rejected, its status is set to In Process again. You can retrigger the approval workflow once the process step is ready for the process step reviewer again. 
  • If a process step is approved, its status is set to Completed and the next process step can begin.

The process feed is updated accordingly.

Workflow Rejection and Retriggering

If an approval workflow has been set up, and the workflow for your process step was rejected, you can trigger it again manually once you've revised it. The process feed is updated accordingly.

Usability Enhancements to the Manage Recurring Processes App

Improved Recurring Process Scheduling

Previously, recurring process instances that are scheduled in the Manage Recurring Processes app were created once a day at midnight (UTC). Now, the system creates any scheduled instances every 30 minutes throughout the day (24 hours).

Manage Analytics Stories–IBP2402 New Features

When you create a calculated measure, you can now use calculated input controls. These controls allow you to influence the measure calculation, by using an existing dimension member or a static numeric list.

You can now create and use restricted measures based on versions and scenarios without a page or story filter, and use them in your charts.

The unified planning area (SAPIBP1) now includes sample analytics stories.

Scenarios Covered:

  • SAP IBP for Demand - Demand Planning Process Expert, Global Demand Planner, Local Demand Planner
  • Cross- Application - Supply Chain Risk Analysis

For a detailed description of the changes, see the IBP 2402 for Cross Topics: SAPIBP1 Planning Model document.

We now support the option to display variance as waterfall for bar and column charts, or horizontal waterfall charts.

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