Configuring Production Capacity Planning and Evaluation (31L)

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Configure production capacity planning and evaluation (31L)

Master Data for Production Capacity Planning and Evaluation (31L)

Required Master Data Scripts

Create Product Master of Type "Raw Material" (BNR)The material or product master contains information about all the physical materials that are procured, produced, stored and sold. It is also used to manage information about services, for example, for buying and selling services in hours.

The material master holds information such as unique material number, name, material type, unit of measure, descriptions, weight and dimensions. This material information is used and stored in transactions such as sales orders, deliveries, purchase orders and goods movements.

As all information for one material is stored centrally, material master information is organized into different views. For example, sales, storage, MRP, costing and accounting.

Some information in each material is specific to particular organizational units. For example, a sales description is specific to a sales unit (known as sales area), a MRP controller is specific to a specific site (known as a plant) or some information might be specific to a storage location.

Create Product Master of type "Semi-Finished Good" (BNS)
Create Product Master of Type "Finished Good" (BNT)
Create Material BOM for Engineering, Production and Sales (BNK)A production bill of material is a formally structured list of the components that make up a product or assembly (part of a product). The list contains the object number of each component, together with the quantity and unit of measure.

A component might be a raw material or a semi-finished material representing an assembly. It is used in an MRP run to calculate material requirements and in transactions such as a production order.

Information is specific to a production site (known as a plant).

Create Production Version (BLD)A production version is the link between a product bill of material (BOM) and the process routing. It determines which alternative BOM is used together with which routing to produce a material or plan a material. There may be different production versions based on the lot sizes and validity dates.
Create Resource (3X8)A resource is a means of production and persons involved in a production process that have capacities assigned to them. Resources are divided into resource categories, such as production line, labor, and storage.

Using resources, you can: (1) Create a resource network structure to define the sequence of the resources used, (2) Define a resource hierarchy to group resources for evaluation, and (3) Classify the resources to define their suitability for a purpose or use in an operation.

Create Master Recipe (3X9)You can use the master recipe to describe an enterprise-specific process in process industries without relating to a specific order.

Master recipes are mainly used for planning the manufacture of products. However, you can also use them to describe the clean-out or changeover of a production line.

Master recipes are used as a reference for process orders as well as the basis for product costing.

Configuration Apps for Production Capacity Planning and Evaluation (31L)

Configuration Apps

Configuration apps are the Self-Service Configuration User Interfaces (SSCUIs) in the SAP S/4HANA Cloud, public edition application Manage Your Solution > Configure Your Solution.
Application AreaApplication SubareaConfiguration Item NameConfiguration Item IDConfiguration StepConfiguration ApproachCategoryGlobal, Country Dependent, or Localized
ManufacturingShop Floor ControlMaster Discrete Manufacturing500088Define Production Scheduling ProfileUse Configuration Step in Configure Your SolutionOptionalCountry Dependent
ManufacturingShop Floor ControlMaster Data for Process Manufacturing500330Define Production SupervisorUse Configuration Step in Configure Your SolutionRecommendedGlobal
ManufacturingShop Floor ControlRouting500224Define Task List UsageUse Configuration Step in Configure Your SolutionOptionalGlobal
ManufacturingShop Floor ControlRouting500224Define Profiles with Default ValuesUse Configuration Step in Configure Your SolutionOptionalGlobal

Define Production Scheduling Profile


You use this configuration item to create production scheduling profiles for specific plants.

In a production scheduling profile, you can:

  • Specify that certain business transactions or processes are to be carried out in parallel in a production or process order
    • Order release at the time the order is created
    • Generation of document link from the material master when the order is created
    • Generation of document link from a BOM when the order is created
    • Scheduling upon order release
    • Generation of document link from the material master upon order release
    • Generation of document link from a BOM upon order release
  • Specify whether only partial quantities are to be confirmed at the time of an availability check
  • Specify that an automatic goods receipt is to take place
  • Specify that in the case of the confirmation:
    • No short quantities are to be updated
    • No excess quantities are to be updated
    • Neither short nor excess quantities are to be updated
    • An adjustment of the operation and component quantities to the actual values is to take place
  • Make various specifications in the area of batch management:
    • Automatic batch creation when an order is opened
    • Branching to batch classification when a batch is changed
    • Extended batch classification via Customer Function Call
    • Generation of a batch split record in the production order for each batch that is found
  • Specify settings regarding transport:
    • Specify that only transport requirements are to be created if transport requirements can be generated for all the components of the operation
    • Specify that either the committed quantities or the required quantities are to be taken into account when transport requirements are generated
    • Specify that the creation of transport requirements is to take place automatically
  • Specify which order type is to be suggested depending on the business process
  • You can assign a production scheduling profile to a:
    • Material (Work Scheduling screen in material master)
    • Production supervisor
  • The assignment to a material takes higher priority.
  • The production scheduling profile is adopted in the production or process order at the time the order is opened.


  1. Create the necessary production scheduling profiles.
  2. Assign the profiles to the appropriate materials or production supervisors.

Define Production Supervisor


You use this configuration item to define the production supervisors for your plants. In addition, you can assign a control profile to each production supervisor. By assigning production supervisors to materials within the application, you can define responsibilities for a material within production activity control.


  1. Create your production supervisors.
  2. If necessary, assign profiles to your production supervisors.

Define Task List Usage


In this configuration item, you can define task list usages to assign routing to various work areas. You can create several task lists with various usages for the production of a material. In work orders, you can assign order types* to usages. The system uses the usage in an order for automatic task list selection.


You can specify that a routing is to be used only for Plant Maintenance or for goods receipt.


Define task list usages.

Define Profiles with Default Values


You use this configuration item to define a collection of default values for task list headers and operations.

You can minimize the maintenance of task list data as follows:

  • Data from the material master is proposed
  • Data from the work center can be referenced or copied
  • Data from the profile is proposed

You can enter a profile in routing maintenance. The values from this profile are proposed when you create a new routing or routing object, such as a header or an operation. This data can either be saved or overwritten.


The profile contains default values for the status or for the operation increment.

The values you maintained in the material master or the work center will be proposed before any values from the profile.


  1. Determine the default values that can reduce the amount of maintenance work in your company.
  2. If necessary, define several profiles.
  3. Maintain the default values for routing maintenance.

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