Planning Operator Overview

Objective

After completing this lesson, you will be able to know the different planning operators available and their uses

Overview of Planning Operators

A Planning Operator uses an algorithm to compute large amounts of key figure data within a planning session. You can schedule a planning operator to be processed in the background.

The below list of operators (relevant for time series planning) is not exhaustive, as well as new operators continue to be added with new releases of SAP Integrated Business Planning.

Planning Operators

Job Template NameDescription
ABC/XYZ SegmentationYou can schedule this job to execute the ABC/XYZ segmentation operator. This operator allows you to categorize the values of a set of attributes into A, B or C categories based on the values of a key figure defined on those attributes. You can use the Manage ABC/XYZ Segmentation Rules app to specify your segmentation settings.
Copy and Disaggregate Key Figure OperatorThe Advanced Copy Operator covers all features of the old copy and disaggregation operators and delivers competitive performance. It is set up using Copy Operator Profiles app.
Copy Version OperatorYou can schedule this job to execute the Copy Version operator. This operator allows you to copy master data and key figures from one version of a planning area to another.
Delete Version OperatorYou can schedule this job to execute the Delete Version operator. This operator allows you to delete master data and key figure values from a planning version.
Statistical ForecastingYou can schedule this job to execute the Statistical Forecasting operator. This operator allows you to run forecasting based on forecasting models.
Application Job TemplateYou can schedule this job to execute several individual operators and/or an application jobs in sequence. A job chain stops automatically if one of the operators finishes with an error.
Inventory Optimization OperatorYou can schedule this job to execute the Inventory Optimization (IO) operator. This operator allows you to run inventory optimization for a given supply chain network.
Lag-Based SnapshotYou can schedule this job to take lag-based snapshots of the input forecast for demand sensing, statistical forecasting, and inventory optimization.
Purge Jobs for deleting unused dataThere are several application job templates available, in the next section of the course we describe the individually.
Create Time Periods for Time ProfilesYou can schedule this job to generate the time periods for a selected time profile.
Custom Alert NotificationsYou can schedule this job to trigger notifications for users or user groups who have calculated custom alerts that require their attention.
S&OP OperatorYou can schedule this job to execute the S&OP Planning (SCM) operator. This operator allows you to perform supply planning across the supply chain network.

Version 2 of this operator is now available with subnetwork selection by filter that offers planners an easier way to flexibly select location products that should be planned by specifying a filter criteria based on attributes of location, product, or location product.

Snapshot OperatorYou can schedule this job to execute the Snapshot operator. This operator allows you to perform supply planning across the supply chain network.
Realign Planning DataRecurring realignment is now available in SAP IBP. You can schedule this job to execute the changes in your planning data that result from changes in your company's daily business such as introduction of new distribution centers, new products, and so on. You define the changes as realignment rules in the Manage Realignment Rules app.
Redo Snapshot OperatorYou can schedule this job to execute the Redo Snapshot operator. This operator allows you to perform supply planning across the supply chain network.

Data Lifecycle Management

Data in SAP IBP system grows over time, and eventually unused data will be occupying valuable in-memory space.

SAP IBP database tables have the standard SAP HANA record count limit of 2,147,384,648. If an operation tries to insert more records into an unpartitioned table, it will fail.

If data isn’t used in any business planning functions, it is vital that it gets deleted regularly to avoid reaching the limit of available memory space and help prevent undesired performance degradation or operational issues.

SAP IBP offers different application jobs that can be executed to delete different kinds of data. Some of these jobs should be scheduled to run regularly, others can be run on an adhoc basis.

Using the System Monitoring app it is possible to get an idea of how many time series records and planning object records are stored for a planning area and version.

Several application job templates are available for deleting unused data. Running them carries obvious risks, if parameters that are set are incorrect. It is recommended to have a well-devised strategy as to what purge job to run and with what periodicity and first run them in simulation mode to have a preview of what is going to be deleted.

Application Job TemplateDescription
Purge Key Figure Data Outside Planning Area Planning HorizonDelete all key figure data that is outside a planning area's planning horizon (as time rolls forward, planning horizon moves forward in time, as well). Along with the key figure data, it is possible to delete planning objects. This is a must run job for large-scale implementations.
Purge Change History DataDeletes historical change history records that are older than a specified period from a planning area and version.
Purge Data Import BatchesDeletes data that is used for reporting purposes on data imports and that is older than a specified period.
Purge ProcessesDeletes unused process instances that are older than a specified period.
Purge Non-Conforming DataDeletes master data, planning objects, and key figure values that have become obsolete due to changes to master data or configurational changes.
Purge Planning Area DataDeletes master data, key figure values, and planning objects for one or multiple planning areas so you can start with a clean slate. Not to be used on production systems!
Purge Key Figure DataDeletes all key figure data from a planning area, version, and optionally a base planning level that is older or newer than a specified period. You can also specify if you want planning objects to be deleted.
Purge Master DataDeletes outdated or not used master data.
Delete Planning NotesPlanning notes are not automatically deleted when you delete the key figure values they belong to, so this job needs to be run to delete notes for outdated key figures data.

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