Analyzing a Supply Planning Run

Set up a new planning view, retrieve Consensus Demand, and run S&OP heuristics.

1. Your Planning Area has been pre-loaded with master data for supply planning. The following data elements have been loaded to support 99 Planning Units:

   Master Data File Data

   Field	Value
   Data Type	Master Data Objects
   Data Name	Resource (ZPARESOURCE) Subnetwork (ZPAPLANNINGUNIT) Location Product (ZPALOCATIONPRODUCT) Customer Source (ZPACUSTOMERSOURCE) Location Resource (ZPARESOURCELOCATION) Resource Location Product (ZPARESOURCELOCATIONPRODUCT) Location Source (ZPASOURCELOCATION)

   Optional: Review these master data objects by accessing them through the Master Data Workbook.

   1. Using the Microsoft Excel user interface in theMaster Data section of SAP IBP ribbon select Master Data Workbook → Create.

   2. In the Master Data Type drop-down, select Product.

   3. Choose the icon to create a new tab, and in the Master Data Type drop-down, select Customer.

   4. Continue this process. Keep adding tabs and choosing the master data types for each one of the master data tables that you wish to review.

2. Open a template Supply Plan Heuristics, that is prepared for the class and apply your Filter My Group Products as a Workbook Filter and in the Planning Scope set your Subnetwork ID (Planning Unit) ##_PUMP.

   1. On the Planning View section of SAP IBP ribbon select New View → From Template. Select Supply Plan Heuristic.

   2. In the Workbook Settings section, apply your Workbook Filter My Group Products.

   3. In the Workbook Settings section, confirm your Scenario is Baseline and the Base Version is selected. Choose Planning Unit ## in Planning Scope section. Confirm no other planning unit has been selected.

3. Adjust your planning view. In the first tab on the planning view (Customer Demand), edit the planning view, ensuring that Customer Region, Customer ID and Product ID are selected. On the second tab of the planning view (DC to Customer), add the Customer Receipts key figure.

   1. Choose Edit View → Edit planning view and ensure that in the Attributes Customer Region, Customer ID and Product ID are chosen.

   2. Choose the DC to Customer from planning view tabs on the bottom of the edit window. Choose the Key Figures editing tab and add Customer Receipts.

4. Execute Supply Planning as a background job, which will always save the results. Do this for your planning unit (subnetwork) using the Time-Series-Based Supply Planning Heuristic planning operator.

   1. From the Application Jobs menu, choose SOP Operator → Run. Ensure that the Time-Series- Based Supply Planning Heuristic operator is selected.

      Note

      If the system has many operators available, the operator selection may be displayed as a dropdown list rather than as a radio button.

   2. The system reads the Planning Unit you assigned in your planning view settings. A Pop-up will display the message that your Planning Unit ## is automatically copied. To close the Pop-up select OK. In the next window, you have the opportunity to change the Planning Unit selection. If needed, choose Planning Unit (subnetwork) ##, select the checkbox and choose Next. There is no need to maintain a Reason Code. Choose Run.

   3. On the pop-up the status of the job will be displayed. To review the logs select Navigate to Status, to close the Pop-up select OK. If you want to review the logs later, choose S&OP Operator → Status.

   4. If you refresh your planning view, you will find that there are matching Customer Receipts ("Total Customer Receipts") for your Customer Demand ("Consensus Demand").

5. Now transition to the second tab of the planning view (DC to Customer). Here, the Location attribute is added to your planning view as a Column Axis. Analyze which locations provided the supply receipts and note the quantity in the Customer Supply key figure for the following 3 customers for product T-F2## in current week+4

   Customer ID	Location	current week +4
   2200H_##
   2400H_##
   2500H_##

   1. Note the quantity in the Customer Supply key figure for the following 3 locations for product T-F2## in current week+4:

      Customer ID	Location	current week +4
      2200H_##	2200
      2400H_##	2400
      2500H_##	2500

6. Now transition to the third tab of the planning view (Transportation). Analyze which locations have Outbound Demand.

   1. On the Transportation tab, the Outbound Location Demand key figures are matched by equivalent Transport Receipts. Also notice that most quantity is being sourced from location 1000, that in turn, supplies overflow location 2210.

7. Create a Favorite called T## Supply Planning that displays the key figures and tabs with your filtering that we will use for the rest of the class.

   1. Add your planning view as a Favorite. In the Planning View tab, choose Favorites → Add, and enter T## Supply Planning.

8. Create a Supply Chain Network, called NetVis##, with Description Supply Chain Network ##. Use the following data:

   Filter Field	Value
   Planning Area	ZUNIFIED
   Versions	Base Version
   Product ID	T-F2##

   1. In the IBP Web UI, in the General Planner section, choose the Supply Chain Network tile.

   2. Choose Create.

   3. Enter the data from the table in the appropriate fields and choose Preview.

   4. Choose Save → Save Chart with name NetVis##, description Supply Chain Network##, and choose OK.

9. Create a dashboard called Supply Planning## using the data in the table below and add your Supply Chain Network chart, NetVis##. Finally resize your Supply Chain Network chart (columns= 4 and row=1).

   Filter Field	Value
   Name	Supply Planning ##
   Description	Supply Planning Dashboard GR##
   Favorite	Selected

   1. In the IBP Web UI, in the General Planner section, choose the Dashboard Advanced tile.

   2. Choose New.

   3. Enter the Name Supply Planning##, with Description Supply Planning Dashboard GR##, choose Favorite and save.

   4. Choose Add → Supply Chain Networks, choose your NetVis## chart, and choose Add Chart.

   5. Resize the chart to be 4 columns and 1 row. You may need to exit and return to resize, and you may need to refresh to see the resized chart.

   6. After analyzing your supply network return to Home.