Explaining Planning Adjustments and Consensus

Objective

After completing this lesson, you will be able to explaining Planning Adjustments and Consensus in the Demand Planning process

Demand Planning Adjustments

As displayed in the following slide, demand and sales planers might have key information to be incorporated to the plan. Using predefined key figures, this critical information can be considered within the plan.

The pre-configured Key Figures shown in the figure can be used as the definition recommends according to SAP Best Practices for SAP IBP. As per slide, Key Figures can represent hierarchies and data aggregation or disaggregation.

The usage of the predefined Key Figures are broadly described on the SAP Best Practices for SAP Integrated Business Planning (IBP) site.

The local demand plans are consolidated in more aggregated regions, where global and aggregated consolidated adjustments can be done, overwriting the local demand plans. SAP IBP's flexibility allows for easy and fast slice and dice of data on various aggregation levels in terms for product, customer, location and time.

The built-in dashboard and analytic capabilities enable easy access to reports, graphics, and KPIs accessed from the Fiori user interface.

Create alert definitions and under which conditions (rules) thex should be triggered. The alert definition contains the key figures that measure the impact of unexpected situations in your business. You can create an alert for your own purposes, or you share alert definitions with other users or roles. You can perform the following tasks: Define alert tules, define alert metrics, select chart display otpions, share alert definitions with other users or roles.

Exception-based Planning is possible based on predefined alerts. You can create alert definitions and the conditions why they should be triggered.

Review in Financial Figures

Calculating a Consensus Forecast

The difference between the normal key figure calculation and the copy operator has to do with timings of the releases. The copy operator can be triggered from the Excel UI and by scheduled jobs. The copy jobs can be run for specific scenarios and versions separately. Additionally the copy operator can be filtered, to only copy specific planning combinations.

Demonstration how to Adjust a Local Demand Plan

Demonstration how to Adjust a Global Sales and Operations Demand Plan

Demonstration how to Use Analytics and Dashboards

Demonstration how to Control an Exception-Based Alert

Demonstration how to Calculate and Release a Consensus Forecast

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