Performing New with Dependencies (Advanced) Copy of a Planning Area

Objective

After completing this lesson, you will be able to perform New with Dependencies copy

New with Dependencies Copy

New with Dependencies copy of a planning area creates a new planning area with new master data types, time profile as specified by user. Any changes to the source planning area such as master data type changes do not affect the new (target) planning area.

When you use advanced copy, it is also possible to filter for partial copy. In this way, you can create a copy of a planning area for selected processes.

Demonstration: How to Perform New with Dependencies Copy

ExerciseStart Exercise

Perform an Advanced Copy (New with Dependencies)

Note

All subsequent exercises depend on the planning area that you create in this exercise.

In this exercise, when the values include ##, replace the characters with the number that your instructor has assigned to you.

Business Example

In this course, you perform an advanced copy when multiple people are working on different aspects of a project, and you want to copy data from their planning areas to the main project planning area.

Note

The system features work better on Google Chrome.

Task 1: Use Advanced Copy to Create a Planning Area

Steps

  1. Perform an advanced copy (the Create New with Dependencies option) of the TXX planning area in the Planning Areas Model Configuration tile of the SAP Fiori launchpad. Use the data from the following table on the Copy screen.

    FieldValue
    New Planning AreaT##
    Target Time Profile ID1##
    Source PrefixTXX
    Target PrefixI##

    1. In the Model Configuration group, navigate to the Planning Areas Model Configuration area.

    2. Select the planning area, TXX.

    3. From the toolbar on the top of the screen, choose the Copy link.

      The Copy screen opens.

    4. On the Copy screen, select the Create New with Dependencies option.

    5. Enter the details provided in the table for this exercise step.

    6. Choose Copy.

      The T## planning area opens with the copied data.

Task 2: Create Time Periods and Activate Your Time Profile

Steps

  1. Using the Time Profiles app, activate your time profile.

    1. In the Time Profiles app, choose your profile and choose the Activate on the toolbar at the top right side of the screen.

    2. Check the progress in the log. Refresh the screen, and the status changes to Active.

  2. Create time periods for your T## time profile with the application job.

    1. In the General Planner section, select the Application Jobs app.

    2. Choose Create and in Template Selection select template Create Time Periods for Time Profiles.

    3. Do not change anything in Scheduling Options section.

    4. In the Parameter section, choose your Time Profile ID.

    5. Select Schedule.

    6. Choose Go to refresh and check the job status.

Task 3: Change and Activate Your Planning Area

Steps

  1. Change the description of your planning area to T## Training Planning Area.

    1. Select the Planning Areas Model Configuration tab.

    2. Select your T## planning area with the hyperlink.

    3. Select Edit Header and change the Description to T## Training Planning Area.

    4. Press Save.

    5. Choose Back in the top left corner to return to the list of planning areas.

  2. Activate your T## Planning Area. Remember to include master data when activating.

    1. With your planning area selected, select Activate from the toolbar in the upper right of the screen and choose Full Scope With Dependencies option .

    2. Choose Activate and confirm this action in the popup.

      It can take a few minutes for the activation to complete. You can check the activation status in the log.

      When you refresh the screen, the status of your T## planning area changes to Active.

Task 4: Copy Required Files to Virtual Server Environment

Note

Remember to initialize the course from the Start menu of your computer. Steps 1 and 2 describe how to do this. Then, you can continue with the steps to load data to your new planning area.

Steps

  1. Initialize the IBP300 folder in the remote desktop.

    1. On the Remote Desktop, in the taskbar, choose Start.

    2. Choose All Programs.

    3. Navigate to and choose Initialize Course.

    4. Choose Initialize_IBP300.

    5. In the displayed popup, choose Yes to proceed with the initialization.

    6. In the popup that is displayed when the initialization is completed, choose OK.

  2. Verify that the files are initialized.

    1. On the Remote Desktop, in the taskbar, open an instance of Windows Explorer.

    2. Navigate to Documents and observe that a new folder called IBP300 exists.

      This folder contains all of the files required to complete the exercises in the IBP300 course.

Task 5: Load Master Data for Each Master Data Type in Your Planning Area

Steps

  1. Using the Data Integration Jobs load data into your I##CUSTOMER master data type. Refer to the following table.

    FieldValue or Action
    Data TypeMaster Data
    Data NameCustomer (I##Customer)
    File SelectionCUSTOMER.csv
    Separator,
    Operation TypeInsert/Update
    Job NameCustomer from (I##Customer)
    Repeat these steps to load data for each of the following:

    • I##LOCATION

    • I##PRODUCT

    • I##RESOURCE

    • I##CUSTOMERPRODUCT

    • I##RESOURCELOCATION

    • I##RESOURCELOCATIONPRODUCT

    Browse for the files in IBP300 folder in the Documents.

    1. Locate the data files provided by your instructor.

      They should be located in the Documents → IBP300 → 2MD folder in the WTS.

    2. On the SAP Fiori Home page of the Web UI, choose the Data Integration Jobs tile in the Administrator group.

    3. At the bottom left of the screen, choose + (Add) and complete the dialog box using the data provided.

    4. Choose Save and ensure that you have a successful data load.

    5. Repeat the above steps to load data for the master data types listed. Make sure to load the files in the order specified as dependencies exist.

  2. Load data into your key figures using the information from the following table. Repeat for each key figure file.

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

    Load the following files:

    • KF_CUSTOMERRATIO.csv

    • Inventory.csv

    • Timeless Inventory.csv

    1. Locate the data files provided by your instructor.

      They should be located in the Documents → IBP300 → 3KF folder in the WTS.

    2. Open the key figure file(s) in Notepad and ensure that the date format is yyyy-mm-dd.

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

    4. At the bottom left of the screen, select + (Add) and complete the dialog box using the data provided.

    5. Choose Save and ensure that you have a successful data load.

    6. Repeat these steps for the following key figure files:

      • KF_CUSTOMERRATIO.csv

      • Inventory.csv

      • Timeless Inventory.csv

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