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Explaining Adjusted Key Figures

Objective

After completing this lesson, you will be able to explain adjusted key figures

Introduction to Adjusted Key Figures

In interactive planning, a user manually enters values into Adjusted Key Figures to override the values of key figures that are not otherwise editable.

For example, output key figures such as the Production Plan are not editable. Users may want to change the computed plan, and adjusted key figures are used for this purpose.

Adjusted key figures are also used to override inputs into supply planning operators.

General Master Data Types

The figure, General Master Data Types with Adjusted Key Figures, shows the Adjusted Constrained Demand key figure.

This figure shows the Adjusted Constrained Demand key figure

Adjusted Customer Receipts

The technical name of Customer Receipts Adj. is ADJUSTEDCONSTRAINEDDEMAND, and the key includes customer, product, and location.

This input key figure allows you to make manual adjustments to the key figure Customer Receipts, that is, to transports from own locations to customers. You can override the computed supply for one or several periods.

Adjusted Transport

The technical name of Adjusted Transport Receipts is ADJUSTEDTRANSPORT, and the key includes product, location, and ship-from location.

This key figure is arc-related and enables you to override the Transport Receipts sourced using a transportation source.

Transport Receipts delivered are over-written to the given adjusted values. This is independent of whether the ship-from location can ship this quantity or would be able to ship more, and is independent of whether the receiving location needs more or less.

Transport Receipts delivered are over-written to the given adjusted values

Adjusted Production Receipts

The technical name of Adjusted Production Receipts is ADJUSTEDPRODUCTION, and the key includes product, location, and source ID.

This stored key figure is considered as a direct input into Supply Planning. It is configured to be open for input in the current and future periods.

If the adjusted values are non-initial, the planning algorithms takes the adjusted values instead of computing the corresponding production quantities itself.

The receipts at Plant A are less than dependent demand, however. The supply from Plant A to Customer 1 for P1 is equal to dependent demand 160, resulting in negative projected inventory. The negative projected inventory does not increase the net demand of the following time bucket. The values in green in the figure, Adjusted Production after the Planning Run, show the planning results, taking the adjusted customer receipt value into account.

Adjusted External Receipts

The technical name for Adjusted External Receipts is ADJUSTEDRECEIPT, and the key includes product and location.

The Adjusted External Receipts key figure enables you to override the quantities sourced through a U-sourcing instead of having an unspecified supply of any quantity.

Note

If there is a U-rule and the user specifies an Adjusted External Receipts, the supply sourced through that U-rule is set to exactly that value specified in the Adjusted External Receipts key figure (in the corresponding period).

If, however, the U-rule doesn’t exist and the user specifies an Adjusted External Receipts, these Adjusted External Receipts are neglected. This means that they do not have any impact.

Demonstration: How to Plan with Adjusted Key Figures Using Infinite Planning

Plan with Adjusted Key Figures Using Infinite Planning

Example

We already worked with Adjusted Transport Receipts in one of the previous exercises.

In this exercise, we will plan using Adjusted Customer Receipts and Adjusted Production.

Task 1: Plan Using Adjusted Customer Receipts

You want to always ship full truck loads to your customer for product T-F2##, so you will use the Customer Receipts Adj. key figure to enforce that.

Steps

Display the customer demands and receipts for your product ID T-F2## using the Supply Planning favorite. Record the current values in the following table:
Customer ID
Product ID
Key Figure
Period +7
2400H_##
T-F2##
Consensus Demand

Total Customer Receipts
1. In the SAP IBP, add-in for Microsoft Excel, open your Supply Planning favorite and proceed to the first tab Customer Demand.
2. Record the values for the current period + 7 in the table.
Add the key figure Customer Receipts Adj. to your planning view and update your favorite.
1. On the SAP IBP ribbon, choose Edit View → Edit Planning View...
2. On the Key Figures tab, choose Customer Receipts Adj..
3. To view the change to your planning view, choose OK.
4. On the SAP IBP ribbon, choose Favorites → Update and choose Update.
Enter a value in the Customer Receipts Adj. key figure in 7 periods from today which is about 300% of the value in customer receipts for customer 2400H_## and product T-F2##, and save.
1. In the planning view, locate the value in the Customer Receipts key figure that is 7 periods from today.
2. In that same period, enter a value in the Customer Receipts Adj. that is about 300% of the above value; that is, larger than the value in Customer Receipts for customer 2400H_##.
3. To save your changes, choose Save Data.
Run the Time-Series-Based Supply Planning Heuristic operator and record the results in the following table:
Customer ID
Product ID
Key Figure
(None)
2400H_##
T-F2##
Consensus Demand

Total Customer Receipts

Customer Receipts Adj.
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. 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. When the status is completed, enter the values into the table.
Question: How did this affect the value in the Customer Receipts key figure?
Answer: The value of the Customer Receipts key figure is identical to the Adjusted Customer Receipts.
Question: Were any other customer receipts affected?
Answer: No, the values for other customer remained the same which resulted in over-delivery at the customer location.
Refresh your DC to Customer tab.
Question: What effect did this change have on dependent customer demand?
Answer: The value of the dependent customer demand was increased accordingly for the relevant supplying location.
Refresh your Transportation tab.
Question: What effect did this change have on the transport receipts for the customer supplying location? Check the sourcing for the location to determine where the quantity for that dependent demand is coming from.
Answer: The value of the transport receipt was increased accordingly because the delivery now requires a larger quantity to cover the increased customer demand.
Refresh your Production tab.
Question: What effect did this change have on production receipts?
Answer: The value of the production receipt was increased accordingly because the delivery now requires a larger quantity to cover the increased customer demand.
Refresh your External Receipts tab.
Question: What effect did this change have on External Receipts?
Answer: The value of the supplier receipt (external receipt) was increased accordingly because the delivery now requires a larger quantity to cover the increased customer demand.

Task 2: Plan Using Adjusted Production

You want to fix the production quantity of T-F2## at your production plant to produce a specific quantity.

Steps

Display the planned production quantities for your product family using the Production tab of your Supply Planning favorite. Record the current values for the current period + 5 in the following table:
Location ID
Product ID
Source ID
Key Figure
Value Period +5
1000
T-F2##
Dependent Demand

T-F2##_1000_0001
Production Receipts

T-F2##_1000_0002 Production Receipts
1. In the SAP IBP, add-in for Microsoft Excel, open your Supply Planning favorite and the Production tab.
2. Record the values for the current period + 5 in the table.
If missing, add the key figure Adjusted Production Receipts to your planning view and update your favorite.
1. On the SAP IBP ribbon, choose Edit View → Edit Planning View...
2. On the Key Figures tab, choose Adjusted Production Receipts and arrange the order so that the Adjusted key figure is under the Production Receipt key figure.
3. To view the change to your planning view, choose OK.
4. On the SAP IBP ribbon, choose Favorites → Update and choose Update.
In the 5th period from current, enter a value in the Adjusted Production Receipts key figure for location 1000 and source ID T-F2## _1000_001 for your product T-F2##, which is about 300% of the value of its production receipts at location 1000.
1. In the planning view, locate the value in the Production Receipts key figure that is 5 periods from today.
2. In that same period, enter a value in the Adjusted Production Receipts that is about 300% of the above value; that is, larger than the value in Production Receipts from location 1000.
3. To save your changes, choose Save Data.

Run the Time-Series-Based Supply Planning Heuristic operator and record the results in the following table:

Location ID	Product ID	Source ID	Key Figure	Value Period +5
1000	T-F2##		Dependent Demand
		T-F2##_1000_0001	Production Receipts
		T-F2##_1000_0001	Adjusted Production Receipts
		T-F2##_1000_0002	Production Receipts
		T-F2##_1000_0002	Adjusted Production Receipts

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.
Choose Next. There is no need to maintain a Reason Code. Choose Run.
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.
When the status is completed, enter the values into the table.

Question: How did this affect the value in the Production Receipts key figure?
Answer: The value of the Production Receipts key figure is identical to the adjusted production receipts value for the same period.
Question: Were any other production receipts affected?
Answer: No, the values for other periods and locations remained the same.
Refresh your Transportation tab.
Question: What effect did this change have on transport receipts?
Answer: The value of the transport receipt remained the same, which leaves excess inventory at plant 1000.
Refresh your Components tab.
Question: What effect did this change have on Component Usage?
Answer: The value of the Component Usage was increased accordingly in order to produce the larger quantity at location 1000.
Refresh your DC to Customer tab.
Question: What effect did this change have on customer receipts?
Answer: None. The customer receipts remain the same.
Delete all of the adjusted key figure values that you entered for this exercise.
1. Open your Supply Planning favorite and choose the DC to Customer tab.
2. Add the Customer Supply Adj. key figure so both it and the Customer Receipts Adj. key figure are in the planning view.
3. Choose the Production tab.
4. Add the Adjusted Production Receipts key figure if it is not already assigned and choose OK.
5. Delete the values in the Adjusted Production Receipts key figure and choose Save Data.
6. On the DC to Customer tab, delete the values from both adjusted key figures. Both should be deleted to allow the original demand to be covered.
7. Choose Save Data and leave the planning view without updating your favorite.
Run the Time-Series-Based Supply Planning Heuristic operator to re-balance the output key figures.

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