Creating a Reason Code

Objective

After completing this lesson, you will be able to create a reason code

Reason Code

Reason codes in SAP IBP function as explanatory tags that users can associate with the changes they make in forecast values or planning data during planning activities. They answer the question, "Why was this change made?" providing clarity and accountability for each alteration made in the plan.

Planners can assign specific reason codes to document the rationale behind their adjustments to demand forecasts or other planning figures. For instance, a change in a demand forecast due to a promotional event could be tagged with a reason code of "Promotion." This directly links the change to its underlying cause, producing a trackable change history that ensures transparency and facilitates review.

One of the key benefits of reason codes is that they offer a systematic way of capturing and categorizing the reasons for changes, converting tacit knowledge into explicit, transferable information. This is crucial in large planning teams, where multiple planners might work on different forecast aspects. With reason codes, the knowledge behind each change is not confined to the individual planner's memory but is explicitly recorded within the system, facilitating communication and learning within the team.

Moreover, reason codes provide the raw data for valuable analytics. Companies can analyze these codes to identify recurrence patterns, assess the impact of different factors on their forecasts, and ultimately enhance their forecasting accuracy. For instance, by analyzing reason codes, a business might discover that a particular promotional strategy consistently leads to increased demand, inspiring them to replicate this strategy in future planning.

In conclusion, reason codes in SAP IBP are an ingenious tool that enhances planning activities' transparency, accountability, and effectiveness. Using reason codes to document the rationale behind each change, businesses can make their planning processes more robust, facilitate knowledge transfer, and garner valuable insights for future planning.

How to Create a Reason Code

Create a Reason Code

Business Example

You are a member of the project team managing the implementation of SAP Integrated Business Planning for Supply Chain solution. You want to set up the business model objects in the SAP Integrated Business Planning system. Based on your blueprint, you set up the necessary reason code that you require for analysis.

When the data values for the exercise include ##, replace ## with the group number that the instructor has provided to you.

Steps

  1. Using the Reason Codes Model Configuration app, create a new reason code and enter RC## in the Reason Code ID field and Test Reason Code ## in the Reason Code Name field.

    1. On the SAP Fiori launchpad home page, choose the Reason Codes Model Configuration tile.

      Result

      The Reason Codes screen appears with the standard SAP IBP reason codes listed.
    2. Choose New.

      Result

      The Create Reason Code dialog box appears.
    3. Enter RC## in the Reason Code ID field, enter Test Reason Code ## in the Reason Code Name, and choose Save.

      Result

      The new reason code appears in the reason code list.
    4. Return to the SAP Fiori launchpad home page.

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