Converting Units of Measure (UOM)

Objective

After completing this lesson, you will be able to convert UOM

UOM conversion

Model configuration for SAP Integrated Business Planning for Supply Chain supports unit of measure (UoM) conversion, that is, conversion of key figures from the base unit of measure to a target unit of measure using a configured conversion factor.

The figure displays as an example, three different unit of measurements: EA, CS and PAL.

Members from different organizations want to display and edit data in different units of measure. Different units of measure may also be needed for reporting. UOM conversion is available in SAP Integrated Business Planning with configuration and related master data.

The configuration steps necessary for unit of measure conversion are similar to those for currency conversion. However, there are some differences, as follows:

  • Units of measure are not usually time-dependent.

  • Unit of measure is an attribute of a master data type, such as Product.

  • The planning views and analytics provide the user with the option to select the target unit of measure. The conversion is handled by IBP.

UOM Conversion for Key Figures

S&OP supports UOM conversion for converting key figures from its base UOM to target unit of measure using the configured conversion factor. Quantity Key Figures belong to this category. The configuration of UOM is similar to that of Currency Conversion. However, UOM configuration differs where they are usually not time dependent, and UOM is an attribute of Master Data Type like Product. The Planning Views and Analytics provide the user with the option to select the target UOM and the conversion is handled by S&OP.

Model configuration for SAP Integrated Business Planning supports unit of measure (UOM) conversion, that is, conversion of key figures from the base unit of measure to a target unit of measure using a configured conversion factor. The configuration steps necessary for unit of measure conversion are similar to those for currency conversion. However, there are some differences, as follows:

  • Units of measure are not usually time-dependent
  • Unit of measure is an attribute of a master data type such as product

The planning views and analytics provide the user with the option to select the target unit of measure. The conversion is handled by SAP Integrated Business Planning.

Demonstration: How to Configure UOM Conversion

ExerciseStart Exercise

Configure UOM Conversion

Business Example

You need to set up the configuration for Unit of Measure conversion for the S&OP process that you are modeling using SAP IBP for Supply Chain.

When the values include ##, replace the characters with the number that your instructor has assigned to you.

Task 1: Create Attributes

Steps

  1. Create the attributes used for the unit of measure conversion. Use the values in the following table:

    ID

    Name

    Type

    Length

    I##UOMCONVFACTOR

    UOM Conversion Factor##

    DECIMAL

    18, 6

    I##UOMDESCR

    UOM Description##

    NVARCHAR

    40

    I##UOMID

    UOM From##

    NVARCHAR

    20

    I##UOMTODESCR

    UOM To Description##

    NVARCHAR

    40

    I##UOMTOID

    UOM To##

    NVARCHAR

    20

    1. Open the SAP Fiori launchpad and proceed to the Model Configuration group.

    2. Choose Attributes.

    3. To create the attributes, choose New and fill the boxes with the information provided in the table.

    4. To add the attribute, choose Add. Repeat for all the attributes.

    5. Choose Save and New.

Task 2: Create the Master Data Types and Planning Levels

Steps

  1. Create the simple master data type I##UOMTO using the following details.

    FieldValue
    NameUOM To
    DescriptionUOM To
    Master Data TypeSimple
    ATTRIBUTES:
    I##UOMTOIDKey
    I##UOMTODESCR 

    1. In the Model Configuration group, choose Master Data Types.

    2. Choose New, then Simple.

    3. In the ID field, enter I##UOMTO.

    4. Enter UOM To as the Name and Description.

    5. Choose Add, select the checkboxes for the attributes I##UOMTODESCR and I##UOMTOID, and select I##UOMTOID as a key.

    6. Choose Save.

  2. Change the master data type I##PRODUCT by adding the I##UOMID and I##UOMDESCR attributes.

    FieldValue

    ATTRIBUTES:

    		 
    PRDIDKey
    PRDDESCR 
    PRDFAMILY 
    I##UOMID 
    I##UOMDESCR 
    ABCCODE 

    1. In the Model Configuration screen, choose Master Data Types.

    2. Search for your existing I##PRODUCT, then choose Edit.

    3. Choose Add and select the checkboxes for the attributes I##UOMDESCR and I##UOMID.

    4. Select the attributes above to add them to your master data type.

      You will see a popup about the data already loaded into this MD type.

    5. Choose Save.

  3. Create the compound master data type I##UOMCONVERSION, made up of simple master data types I##PRODUCT and I##UOMTO, using the following details:

    FieldValueSimple Master Data Types
    NameUOM Conversion 
    DescriptionUOM Conversion 
    Master Data TypeCompound 
    Add Simple Master Data Types:
      I##PRODUCT
      I##UOMTO
    ATTRIBUTES:
    PRDIDKey 
    I##UOMTOIDKey 
    I##UOMCONVFACTOR  

    1. In the Model Configuration group, choose Master Data Types.

    2. Choose New, then Compound.

    3. In the ID field, enter I##UOMCONVERSION.

    4. Enter UOM Conversion as the Name and Description.

    5. In the table that appears on the right, choose Add and choose I##PRODUCT from the list.

    6. In the table that appears on the right, choose Add and choose I##UOMTO from the list.

      The root attributes from the simple master data types are automatically added and selected as roots; PRDID and I##UOMTOID and add I##UOMCONVFACTOR as an additional attribute.

    7. In the Assigned Attribute table, choose Add and select I##UOMCONVFACTOR from the dropdown list. Choose OK.

    8. Choose Save.

  4. Open the T## planning area and assign the simple master data type you just created and the attributes of I##PRODUCT to the planning area:

    • I##PRODUCT

    • I##UOMTO

    1. In the Model Configuration group, choose Planning Areas Model Configuration.

    2. Select your T## Planning area in the left column.

    3. Once in the T## screen go to Attributes tab. Select Add.

    4. Select I##UOMTO from the list to assign them to your planning area.

    5. Select I##PRODUCT from the list, expand the list of attributes and assign the new attributes that were just created to your planning area.

    6. Choose Add.

  5. Create the PRODUOMTO planning level, which will be the base planning level for the UOM Conversion.

    FieldValueRootConversion SourceConversion Target
    IDPRODUOMTO   
    DescriptionProduct / UOM To   
    Master Data Type    
    I##PRODUCT    
    √PRDID√√ 
    √PRDDESCR   
    √PRDFAMILY   
    √ABCCODE   
    √I##UOMID   
    √I##UOMDESCR   
    I##UOMTO    
    √I##UOMTODESCR   
    √I##UOMTOID√ √

    1. Transition to the Planning Levels tab of your planning area.

    2. Select New, choose the lowest time profile level as None, and choose OK.

    3. Enter the ID and description.

    4. Select Add in the Attributes section and select the master data types indicated in the table.

    5. Select the Conversion Source and Conversion Target indicators as in the table.

    6. Choose Save.

  6. Create the PERPRODCUSTUOMTO planning level, which will be the base planning level for the UOM Conversion Calculation.

    FieldValueRoot
    IDPERPRODCUSTUOMTO 
    DescriptionPeriod / Product / Customer / UOM To 
    Time Attributes  
    √PERIODID (add via Change Assignment) 
    √Monthly√
    √Quarterly 
    √Year 
    Attributes  
    I##UOMTO  
    √I##UOMTODESCR 
    √I##UOMTOID√
    I##CUSTOMER  
    √CUSTDESCR 
    √CUSTID√
    √CUSTREGION 
    I##PRODUCT  
    √PRDID√
    √PRDFAMILY 
    √PRDDESCR 
    √I##UOM 
    √I##UOMDESCR 
    √ABCCODE 

    1. Once in the T## configuration screen go to Planning Levels tab and choose New.

    2. Choose Lowest Time Profile Level as Monthly.

    3. Enter the ID and description.

    4. in the Attributes section choose Add and select the master data types indicated in the table.

    5. Choose Save.

Task 3: Assign the UOMCONVERSION Key Figure as an Attribute as Key Figure

Steps

  1. Set I##UOMCONVFACTOR as Attribute as key figure and assign the PRODUOMTO planning level.

    Master Data TypeAttributeKey Figure
    I##UOMCONVERSION  
     I##UOMCONVFACTOR√

    1. Navigate to the Planning Areas Model Configuration app and select your planning area, T##, in the left column.

    2. Go to Attributes as Key Figures tab.

    3. Choose New and in the Attributes box search for T## objects.

    4. Select the attribute I##UOMCONVFACTOR.

    5. Assign the PRODUOMTO planning level.

    6. Choose Save.

  2. Make the following settings for the I##UOMCONVFACTOR key figure.

    FieldValue
    Stored√
    Edit AllowedEditable in the Current or Future Period
    Aggregation ModeAVG
    Disaggregation ModeCopy Value

    1. Transition to Key Figures tab.

    2. In the left column, select your I##UOMCONVFACTOR key figure.

    3. Select Edit and enter the settings provided in the table.

    4. Choose Save.

  3. Check that the Request level calculation for I##UOMCONVFACTOR exists and that it is the average of the PRODUOMTO level.

    I##UOMCONVFACTOR@REQUEST = AVG("I##UOMCONVFACTOR@PRODUOMTO")
    Key FigureSelect as InputStored
    I##UOMCONVFACTOR@PRODUOMTO√√

    1. Staying in the I## UOMCONVFACTOR Key Figure screen, go to Inputs tab.

    2. In the dialog box that appears, ensure that UOMCONVFACTOR is selected as an input and is selected as Stored.

    3. Click OK.

    4. Go to Validate tab.

    5. Choose Save.

  4. Create a new key figure called TARGETQTY at the PERPRODCUST planning level with the following data.

    FieldValue
    Key Figure IDTARGETQTY
    NameTarget Quantity
    DescriptionTarget Quantity
    Base Planning LevelPERPRODCUST
    Stored√
    Edit AllowedEditable in current or future period
    Aggregation ModeSum
    Disaggregation ModeEqual Distribution
    ProportionalitySame key Figure Stored Values
    Convert UsingI##UOMCONVFACTOR

    1. In the Key Figures tab choose New.

    2. Enter the Key Figure ID.

    3. Enter the remaining data from the table and ensure that the Convert Using value is assigned.

    4. Choose Save.

  5. Add the calculation so the Target Quantity is calculated by the stored value times the UOM Conversion.

    TARGETQTY@PERPRODCUSTUOMTO = "TARGETQTY@PERPRODCUST" * "I##UOMCONVFACTOR@PRODUOMTO"
    Key FigureSelect as InputStored
    I##UOMCONVFACTOR@PRODUOMTO√√
    TARGETQTY@PERPRODCUST√√

    1. Staying in the TARGETQTY Key Figure screen, select Edit.

    2. To add a calculation, choose Add Calculation Definition.

    3. Enter the calculation shown in the step.

    4. Select Inputs and in the dialog box that displays, ensure that I##UOMCONVFACTOR and TARGETQTY are selected as an input and selected as Stored.

    5. Select Validate.

    6. Choose Save.

  6. Change the Request level calculation for TARGETQTY so that it is the sum of the PERPRODCUSTUOMTO level.

    TARGETQTY@REQUEST = SUM("TARGETQTY@PERPRODCUSTUOMTO")
    Key FigureSelect as InputStored
    TARGETQTY@PERPRODCUSTUOMUOMTO√ 

    1. Staying in the TARGETQTY Key Figure screen choose Edit.

    2. In the Request level calculation definition area, choose Edit.

    3. Change the planning level for TARGETQTY on the right side of the calculation.

    4. Validate the calculation.

    5. In the Input Key Figures dialog box that displays, ensure that TARGETQTY is selected as an input, but not selected as Stored.

    6. Choose Save.

Task 4: Activate the Planning Objects

Steps

  1. Activate your T## planning area and select the Full Scope with Dependencies to include the Related Master Data Types.

    1. In the Planning Areas Model Configuration app select your T## Planning area and select Activate and select the Full Scope with Dependencies.

    2. You may need to modify previously created planning levels by adding UOMDESCR## and UOMID## attributes to Product

    3. Refer to the activation logs to ensure that your planning area is activated.

Task 5: Load Data into the New Master Data Types

Steps

  1. Load data into your new I##UOMTO and I##UOMCONVERSION master data types using the information in the following table:

    FieldValue
    Data TypeMaster Data
    Data NameI##UOMTO (UoM To)
    File Selection8_UOM To##.csv
    Separator,
    Operation TypeInsert/Update
    Job NameMaster Data

    1. Locate the data files provided by your instructor in My Documents in the WTS.

    2. Open the file(s) in Notepad and ensure that column headers are matching the IDs of the attributes in your T## planning area.

    3. On the SAP Fiori home page of the Web UI, choose the Data Integration tile.

    4. At the bottom left of the screen, choose + (Add) and enter the data from the table.

    5. Choose Save and ensure that the data is successfully loaded.

    6. Repeat the above steps to load data into the I##PRODUCT master data type, utilizing 8_UOM_Prod##.csv file because you added the I##UOM and I##UOMDESCR attributes.

    7. Repeat the steps above to load conversion data utilizing 8_UOM_Conversion##.csv file.

  2. Load data into your Target Qty key figure using the information from the following table:

    FieldValue
    Data TypeKey Figures
    Planning AreaT## Training Planning Area (T##)
    VersionBaseline ()
    File Selection8_UOM Target QTY.csv
    Separator,
    Operation TypeInsert/Update
    Job NameKey Figures

    1. Locate the data files provided by your instructor in My Documents in the WTS.

    2. Open the file(s) in Notepad and ensure that column headers are matching the IDs of the attributes in your T## planning area.

    3. On the SAP Fiori home page of the Web UI, choose the Data Integration tile.

    4. At the bottom left of the screen, choose + (Add) and enter the data from the table.

    5. Choose Save and ensure that the data is successfully loaded.

Task 6: Test the Solution in the Planner Workspace

Steps

  1. Test your solution by creating a Workspace using the information from the table. After you view the data, choose Settings and change the Target UOM to view the data in another UOM.

    Use the following values for Time:

    FieldValue
    Time PeriodMonthly
    FromCurrent Month
    ToCurrent Month + 12
    RollingYes

    Use the following values for Attributes:

    FieldValue
    Product IDSelected
    Customer IDSelected
    I##UOMTODESCRSelected

    Use the following values for Key Figures:

    FieldValue
    Target QTYSelected
    UOM ToEA

    1. Choose Planner Workspaces app in the General Planner group.

    2. Open the workspace 300_##.

    3. On the top right, choose Workspace → Design.

    4. Choose Settings on the top right of your existing planning view.

    5. Under the More dialog (three dots), choose Manage Workspace Content.

    6. Select your component and choose Copy.

    7. Name your new planning view as UOM Conversion.

    8. Back in the Planner Workspaces app, choose Planning View.

    9. Select the copied content.

    10. Complete the dialog box with the information provided in the table.

    11. To display the planning view, choose Apply.

    12. When you observe the effects of change to the another unit of measure, choose Workspace → Save on the top right.

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