Creating a Job Template

Objective

After completing this lesson, you will be able to create a job template

Job Template Creation

Application job templates are required to schedule and run any job in SAP Integrated Business Planning for Supply Chain.

Several individual operators, such as the Copy Operator, Purge Key Figure Data Operator, Statistical Forecast Operator, and others, can be set up to run in a sequence.

The resulting application job template works like a job chain that can be scheduled like any other application job template. The job chain executes the steps one by one and only stops execution if one of the steps fails.

Types of Application Job Templates

  • Global: delivered by SAP, visible for everyone
  • Shared: created by configurators and visible to everyone it is shared with

    Note

    To schedule the execution of the application job with the external scheduler, the template must be shared with the background user.
  • Private: only visible to the creator
  • Reference: used in Job Definitions for predefining job steps

Creating and Maintaining Application Job Templates

  • Use the app Application Job Template
  • Choose the menu option Maintain Steps
  • Sequence of the steps can be altered by using the up and down arrows
  • Define the parameters for each step (planning area, copy operator profile, version, etc.)
  • Choose the recurrence, or confirm the immediate start

You cannot restart the chain from the step that finished with an error, you either need to execute the template again, or create and run a new job template with the operators that have not yet been executed.

Application Job Templates and the Planning UIs

Executing the application jobs templates from the SAP IBP, add-in for Microsoft Excel), and the Planner Workspaces app is possible. These custom job templates must fulfill a few conditions. It is recommended to refer to the SAP Help Portal for a complete list.

For the Planner Workspaces app, you can define application job templates with the planning area set in at least one step and all mandatory parameters specified. When you schedule an application job, the parameters in the application job templates and their values will only be listed for your information.

Demonstration: How to Create a Job Chain

ExerciseStart Exercise

Create a Job Template

Task 1: Create a Job Chain to Delete Master Data and Key Figure Data

Steps

  1. Change your T## Purge Master Data filter to include another combination of Product ID x102, and Customer ID 102.

    1. From the home page, choose the Planning Filter tile.

    2. Open the filter details (via an arrow on the right) and choose Edit.

    3. Choose attribute values for Product ID as x102, and Customer ID as 102.

    4. Choose Save.

  2. Create a new application job template to create the steps in job chain, based on the inputs in the following table.

    For general information and scheduling options, use the data in the following table.

    FieldValue or Action
    Job TemplateT## Job Chain
    Scheduling Options
    Recurrence PatternSingle Run

    For parameter values, use the data in the following table.

    ParameterValue
    Step 1: Purge Master Data
    Master Data To Be Purged

    I## CustomerProduct

    Older Than (Days)0
    Planning Filter (ID Only)T## Purge Master Data
    Recurrence PatternSingle Run
    Step 2: Purge Key Figure Data
    Planning AreaT##
    VersionBaseline,UPSIDE
    Base Planning Level 
    Later Than Period Offset6
    Planning Filter (ID Only)T## Purge Key Figure Data
    Delete Planning ObjectsSelected

    1. In the Administrator section, choose the Application Job Template tile.

    2. Choose Create.

    3. Enter the data from the table provided and choose Maintain Steps.

    4. Choose Add.

    5. Select Purge Master Data as the first step.

    6. Choose Add.

    7. Select Purge Key Figure Data as the second step.

    8. Save the job template.

    9. Enter the parameter values for Step 1 and Step 2 from the table provided.

    10. Save the job template T## Job Chain.

Task 2: Create an Application Job and Schedule It

Steps

  1. Create an application job to schedule the job.

    1. In the General Planner section, choose the Application Job tile.

    2. Choose Create.

    3. Enter T## Job Chain in the Job Template field. The scheduling options and parameters values are populated automatically.

    4. Choose Schedule to run the job chain.

Task 3: Test Your Solution using Planner Workspace

Steps

  1. Test your solution by updating a planning view Purge using the data in the following tables.

    For time and planning level, use the data in the following table.

    FieldValue
    Time
    Time PeriodMonthly
    FromCurrent Month -12
    ToCurrent Month + 12
    RollingYes
    Planning Level
    Product IDSelected
    Customer IDSelected

    For key figures, use the data in the following table.

    Key FigureValue
    Consensus Demand RevenueSelected
    Actuals QuantitySelected

    For the filter, use the data in the following table.

    Key FigureValue
    ProductAs in the filter T## Purge Key Figure Data
    CustomerAs in the filter T## Purge Key Figure Data

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

    2. Open the workspace 300_##.

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

    4. In the Workspace Components ribbon, choose Planning View.

    5. Choose Purge planning view.

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

    7. To display the planning view, choose Apply.

    8. If you have another planning view on the screen, delete it.

    9. When you confirm that key figures had been purged after half a year in the future, choose Workspace → Save on the top right.

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