Cross Topics

Objectives

After completing this lesson, you will be able to:

  • Understand the innovations for Cross Topics

Enhancements in the Planner Workspaces App

Attribute-Based Totals

Attribute-based totals can be used to display key figure data aggregated across attribute combinations. The aggregation mode is defined in the key figure definition. Key figures which are editable, can be edited on attribute-based totals as well. You can change the values of attribute-based totals on one level in one simulation run. You can't change key figure values on different levels. Grand totals aren't editable. To update the values that you changed, you must save your data or run a simulation. When changing attribute-based totals, the disaggregation mode defined in the key figure definition will be taken into consideration. 

The global configuration parameter MAX_SUB_TOTALS in the PLAN_VIEW parameter group, can be used to determine the number of attributes for which you can display totals in a planning view.

Attribute-based totals can't be used in combination with value-based filters. 

Attribute-based totals can be formatted differently by using the appearance feature. 

Full-Screen Mode

The full-screen mode has been further enhanced. Crucial actions like simulate and save are accessible while working in full-screen mode. The same applies to keyboard shortcuts. The side panel is also accessible while you are in full-screen mode, so you can easily add another key figure to the planning view. Furthermore, the planning view position will be remembered in case you enter or leave the full-screen mode.

The full-screen mode is not being stored as part of the Workspace definition. Consequently, the Workspace will open in the normal mode when you refresh the page, or open the Workspace the next time. 

Enabling the design mode, will end the full-screen mode.

Alert Snoozing

Alert snoozing user experience has been improved with the following features: 

  • Alerts are displayed in two tabs  (Active and Snoozed) making them easy to access. 
  • Pre-configuration of the way you want to snooze alerts at the Define and Subscribe to Custom Alerts app level.  
  • Fast snooze alerts that reduces user interactions. 
  • Editing and unsnoozing alerts is made easy and intuitive.  

Alerts can be configured to be snoozed for all users or individual users. All subscriptions of the same alert definition have the same settings. 

  • If you have no comments to enter and you have already snoozed an alert of the same subscription, you can snooze an alert by hovering on it and clicking on the Snooze icon that will appear.  
  • It's very easy to edit or unsnooze an alert from the quick view information 
  • You can also edit the snooze information and make updates. 
  • The appearance feature has been enhanced to display the rules in the order in which they are applied to planning views.
  • The basic rules have been streamlined to allow only one basic rule per rule type. Any existing duplicate rules will be merged into one, with the last rule winning over any previous one in case of an overlap.
  • The key figure and time period rules can be reordered within their group.
  • We now support appearance rules for attribute-based totals and time-based totals.
  • The user can preview the rule changes without having to close the dialog and reopen it, by pressing the Preview button. The appearance dialog can be moved and resized to see the affected entities.

Analytics charts have been enhanced to display the planning notes if there are any. 

Users can click on the discovery icon in the toolbar to identify which data points have planning notes. 

Select Show Planning Notes to display the planning notes in a table below the chart.

When scheduling jobs, you can now define ad-hoc filters. In case you prefer to use a planning filter, you can select it as usual, but you will now be able to see the conditions of the filter and make adjustments before scheduling the job. 

To define an ad-hoc filter, click on Adapt Filters, select the attributes, and subsequently maintain the filter conditions. Filter conditions can also be pasted from the clipboard. 

Keyboard Shortcuts

UI ElementActionKeyboard Shortcut
RefreshRefresh the data for all of the components in a Planner Workspace and discard any unsaved key figure data.Microsoft Windows: Ctrl + Alt + RMac OS: control + R
SimulateSimulate the effect that changes to key figure values will have on all of the components in a Planner Workspace.Microsoft Windows: Ctrl + Alt + BMac OS: control + B
SaveSave changes you've made to key figure values.Microsoft Windows: Ctrl + Alt + SMac OS: control + S
EditEdit appearance settings that you've created.Microsoft Windows: Ctrl + Alt + TMac OS: control + shift + T

Keyboard shortcuts enable you to navigate the user interface and access functions efficiently.

The following table gives an overview of the most important keyboard shortcuts. Further details can be found here SAP Help Portal Keyboard Shortcuts.

You can now edit an analytics chart and use the Remove null entries or Remove zero data points options. This will allow you to display the data in a more readable way. 

Remove null entries:This option will remove all planning data from the chart in case the appropriate key figure value is null

Remove zero data points:This option will remove all planning data from the chart in case the appropriate key figure value is zero (=0)

  • The Transportation Load Building (TLB) component of Planner Workspaces now provides settings for component filters and settings that are specific to TLB
  • Component filters:
    • Version / Scenario: Select one version or scenario, multi-selection is not possible
    • Time Periods: Select one interval of time periods
    • Filter Options: Defines the source of the filters for versions / scenarios and time periods. The source can be the workbook or the component.
    • Outlook: Component specific attribute-based filters will be added in a future release
  • Settings specific to TLB:
    • Filter for Stock Transfer: Defines whether the distribution order table shows at stock transfer lanes only deployment requisitions or all types of requisitions
    • Unload Operation: Defines the target order type and the fixing status of unloaded items
    • Outlook: Configuration of table views for load items and for distribution orders will be added in a future release
  • The settings can be saved to a new content type "Transportation Load View".

Enhancements in the SAP IBP, Add-In for Microsoft Excel 2311.2.0

Keyboard Shortcuts

Version 2311.2.0 of the Excel add-in provides the possibility to use keyboard shortcuts for some of the most important SAP IBP functions when working with planning views:

  • Save Data: Ctrl + Alt + S
  • Simulate (Basic): Ctrl + Alt + B
  • Refresh: Ctrl + Alt + R
  • Reset Changes: Ctrl + Alt + Z

The keyboard shortcuts get the same actions done as when you choose the respective functions in the SAP IBP ribbon.

Note
The keyboard shortcuts do not work for master data workbooks

With version 2311.2.0, the Copy Worksheet Settings function in the Create Planning View and Edit Planning View dialogs has been enhanced, as follows:

  • It is possible to select all settings that can be copied at once by using the All checkbox.
  • In the From: dropdown the worksheet of the current tab is selected by default when you open the Copy Worksheet Settings dialog.
  • No worksheet is selected under To: by default.
  • By using the All checkbox under To: you copy the settings to all worksheets in the workbook apart from the one selected in the From: dropdown.

New SAP IBP Formatting Sheet - Cell Format Dialog

With version 2311.2.0, the SAP IBP Formatting Sheet - Cell Format dialog has been redesigned and improved.

In this dialog, you can define which of the formatting properties specified should be taken over.

To open the dialog, double-click the respective cell in one of the Use columns in the SAP IBP Formatting Sheet.

  • It is possible to differentiate between FontBold, FontItalic and FontUnderline, instead of taking over all FontStyle properties.
  • It is possible to differentiate between BackgroundColor, PatternColor and PatternStyle, instead of taking over all Pattern properties.
  • HorizontalAlignment and VerticalAlignement are grouped together under TextAlignment.
  • The WrapText property has been added and can be taken over independently.

For more information about the available properties, see SAP Help Portal

The Override Selected Item function has been removed. This makes the dialog less complex and easier to understand.

With the Override Selected Item function, it was possible to override the values of the formatting properties that have been defined in the formatting rule. For example, you could change the font size to 12, even if you defined 11 in your formatting rule.

Please note: If you are using the Override Selected Item function in one of your formatting rules, the respective formatting rule won't be applied after having installed version 2311.2.0 of the Excel add-in. In this case, adjust the rule by again selecting the properties that should be taken over.

Please always make sure to only select the formatting properties that really need to be taken over when formatting the cells of the planning view.

For example, select FontBold instead of All in the SAP IBP Formatting Sheet - Cell Format dialog if you want to have respective values in the planning view formatted bold without changing, for example, the background color.

With this, all other formatting properties will stay as they are, which reduces the time it takes to format the cells in a planning view.

Scenario Visible in the Alert Dashboard Function

With version 2311.2.0, an additional column in the Alert Dashboard dialog displays the scenario for which the alert has been set up. The number of exceptions are calculated and displayed for each version and scenario combination.

With version 2311.2.0 or newer, the Alert Dashboard is supported when you use All Versions or All Scenarios in the alert definition.

The text field for Name in Alert Dashboard (Favorites only) stays active if you select All Versions or All Scenarios in the Version or Scenario dropdown.

In this way, the same alert can be displayed several times in the Alert Dashboard for different version and scenario combinations, as shown in the previous slide.

Enhancements to Local Members

Overview

With version 2311.2.0 of the Excel add-in, working with local members (locally calculated key figures) has been enhanced in the following way:

  • Additional possibility to reference members relative to the actual cell. Therefore, the existing local member formula EPMMEMBER() has been enhanced with an additional parameter that defines the relative position of the member.

    = EPMMEMBER(member, relative position)

  • Support of "$" (absolute cell references) in local member formulas, to reference a fixed column or row in the Microsoft Excel grid.
  • Performance improvements when loading planning views with local members included.

In your planning view, you want to see the delta between the value of Consensus Demand in the current and the previous time periods.

Therefore, the local member Delta prev. period has been added to the planning view.

In the planning view, the Microsoft Excel formula looks as follows:

When we check the local member Delta prev.period in the Report Editor on the Local Members tab, the formula is the following:

=IFERROR(EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND]) -EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND],-1),"") 

  • Especially for the first period, where no previous period exists, the IFERROR() formula needs to be included to avoid exceptions.
  • EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND]) references the key figure value of the same time period (0).
  • EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND],-1) references the key figure value of the previous time period (-1).

The local member is attached to the key figure Consensus Demand, and inserted after it, see its configuration on the next slide.

Please note: To be able to use the Report Editor function, you need to have the Planning View Template permission (PV_TMPLT) assigned to your user in the restriction field Administration Functions.

Starting with the current time period in the planning view, you want to sum up the key figure values of Consensus Demand in a rolling manner to see the total demand after x month.

Therefore, the local member Rolling Aggregation has been added to the planning view.

In the planning view the Microsoft Excel formula looks as follows:

When we check the local member Rolling Aggregation in the Report Editor on the Local Members tab, the formula is the following:

=IFERROR((EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND])+EPMMEMBER(000,-1)), EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND]))

  • Especially for the first period, where no previous period exists, the IFERROR() formula needs to be included to avoid exceptions.
  • EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND]) references the key figure value of the same time period (0).
  • EPMMEMBER(000,-1) references the value of the local member with ID 000 of the previous time period (-1).

The local member is attached to the key figure Consensus Demand and inserted after it, see its configuration on the next slide.

The examples mentioned can be used with any other key figure.

The relative position parameter in EPMMEMBER(member, relative position) specifies the following:

  • The relative position of the column if the member is situated on the row axis.
  • The relative position of the row if the member is situated on the column axis.

This means that if you use different layout settings, having the key figures for example on the column axis, the relative position x in EPMMEMBER([KEY_FIGURES].[].[CONSENSUSDEMAND], x)

lets you add a key figure value from another row to your calculation.

The Rolling Aggregation local member explained in the previous example can also be configured by using "$" (absolute cell references) in its formula:

In the local member Excel-based, the key figure values of Consensus Demand are summed up always starting in column K (which is fixed with the $ symbol) until the time period of the active cell (in this case, L6). Column L is not fixed by using the $ symbol so it's adjusted relative to the cell we are inspecting.

When we check the local member Excel-based in the Report Editor on the Local Members tab, the formula is the following:

=SUM($K6:K6)

The same can be achieved by using the IBP-based formula EPMRELATIVECELL. When checking the local member IBP-based in the Report Editor on the Local Members tab the formula is the following: 

=SUM(EPMRELATIVECELL(-2,$11): EPMRELATIVECELL(-2,0))

Support of "$" in local member formulas - Example (3/3)

If you are used to Microsoft Excel formulas, you can use the Excel-based formula. Otherwise, the IBP-based formula can be used. The result is the same, irrespective of the type of formula you are using.

The IBP-based formula EPMRELATIVECELL(position row, position column) is a new formula to handle such use cases.

In our example:

EPMRELATIVECELL(-2,$11) references the cell two rows above (-2) in the fixed column 11 ($11) of the Microsoft Excel grid, which is column K in this example.

EPMRELATIVECELL(-2,0) references the cell two rows above (-2) in the same column 0 (relative position).

To create local members in your planning view, you can select the Activate local member recognition checkbox in Options. If you then insert additional rows or columns into your planning view and enter formulas, the Excel add-in automatically converts them into a local member and attaches them to the respective member if referenced, or to the row or column axis. You can then check and adjust the local member in the Report Editor function on the Local Member tab.

If you want to create the local members described in the previous examples by using local member recognition, first create a local member referencing the Consensus Demand value of the same time period to attach it to this key figure. In a second step, adjust the formula either by using the Report Editor or by changing it in a cell of the local member in the planning view. (The system automatically applies any changes to all cells of the local member if the Activate local member recognition checkbox is selected.)

Performance improvements

With version 2311.2.0 of the Excel add-in, performance improvements in the following areas have been implemented:

  • Save Data function: Save happens asynchronously (mainly in the cases when the dialog for reason codes, comments, and sharing is displayed.)
  • Log On function: Time it takes to log in to the SAP IBP system has been improved.
  • Go offline and Go online function.
  • Loading planning views with local members included.

The global configuration parameter DISABLE_LEADZEROS_TIME_RELATIVES has been deleted with SAP IBP release 2311. This parameter was previously used for formatting rules based on the RELATIVE property of time periods.

Since Excel add-in version 2011.2.0, there is no difference whether the parameter is enabled or not, the respective formatting rules based on the RELATIVE property of time periods are applied correctly.

One exception is if you are using formatting rules for the RELATIVE property of time periods with operators Is Like or Is Not Like and had applied the logic with leading zeroes before, then the rule won't be applied correctly after the upgrade to SAP IBP 2311. In this case please adjust or delete the respective formatting rules.

With SAP IBP release 2311, the logic without leading zeroes is applied generally and the global configuration parameter is deleted.

If a planning view includes non-SAP-IBP-related columns to the right of the planning view columns with a Microsoft Excel Filter applied, as of Excel add-in version 2208.2.0, this filter is removed when you refresh the planning view.

With version 2311.2.0, the Microsoft Excel filter is kept for non-SAP-IBP-related columns that are positioned directly after the planning view columns and that have a header title.

As part of the SAP IBP release 2311 we will introduce a new upgrade policy for versions of the SAP IBP, add-in for Microsoft Excel (Excel add-in). The minimum version will be raised to 2205.2.0 (version six versions before 2311) and with each subsequent release we plan to raise the minimum version of the Excel add-in in a rolling manner by one major version. This means once SAP IBP 2402 is released the minimum required Excel add-in version will be 2208.2.0 and so on.

Maintenance: As before, Excel add-in versions are in maintenance and supported for 6 months after their release. This means that the current and previous versions of the Excel add-in are in active maintenance and will receive updates. In certain cases, updates will be only applied to the current version. 

Compatible: Users can use the current version or six prior versions of the Excel add-in. As a consequence, upgrading just once a year is still possible. Nevertheless, we propose a regular upgrade schedule to keep up with security, stability, performance and feature enhancements.

Incompatible: Affected versions of the Excel add-in are incompatible. The installation of a newer version is mandatory.

Mitigation:

  • If not done yet, download and roll-out a newer version of the Excel add-in to your user base.
  • Check in the Login Statistics for Excel Add-in app to see which of your users are affected

and notify them to upgrade their Excel add-in in time. 

By using the global configuration parameter MINIMUM_ADDIN_VERSION you can let the system bring up a warning message each time a user logs on with a version older than the specified one. To do so, change the value of the parameter to, for example 2205.2.0

Excel: https://help.sap.com/docs/SAP_INTEGRATED_BUSINESS_PLANNING/b28ffdd739bf45678ef36c44e64652d7/926a67f78aa143abb1eb48d54cc9d11d.html

Planner Model Template SAPIBP1

2311 Summary of Changes in SAPIBP1

S&OP and Supply Planning

  • Change merger policy for key figures in sample S&OP operator profiles
  • Fixed capacity consumption in production
  • Production Group Planning
  • Non-Delivery Cost Rate for Inter-Subnetwork Dependent Production Demand

Demand Planning

No changes in release 2311

Inventory Optimization

  • Enhancements to support service level prediction
  • Change name and description of NONSTOCKALLOCATIONHORIZON attribute
  • Change key figure TARGETSERVICELEVELIND to system editable
  • Change parameters in sample profile for inventory forecast error

Cross Topics

  • Change of multiple sample attributes to uppercase values only
  • Create key figures for integrating plan monitor KPIs from PP/DS to SAP IBP
  • Enhancements for carbon emissions rollup
  • Change key figure HNAGCSTINITIALAGGRUNITCOST to helper key figure

Change merger policy for key figures in sample S&OP operator profiles

Reason for Change

The merger policy of all S&OP operator profiles has been set to Upstream Key Figure Leading. This has been done because the ADJUSTEDTRANSPORT upstream key figure is used in the PWS for CO2e Analysis sample planner workspace for the use case of carbon emissions rollup. The S&OP operator keeps upstream and downstream output key figures in sync (for example, transport receipts and transport supply) and the merger policy for key figures is used to control this synchronization.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Open the S&OP Operator Profiles app.
  2. Filter for your planning area.
  3. Select 101 - TS-Based Supply Heuristic.
  4. Choose Edit.
  5. From the dropdown Merger Policy for Key Figures, choose Upstream Key Figure Leading.
  6. Repeat the steps for S&OP operator profiles 102 - TS-Based Supply Optimizer and 104 - TS-Based Supply Optimizer - FS.

Fixed capacity consumption in production

Reason for Change

The optimizer algorithm has been enabled to consider fixed capacity consumption in production.

For further information about this feature, please refer to the SAP IBP product documentation.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Create attribute FIXEDPCAPACONSUMPTION of data type DECIMAL(18,6).
  2. Assign the new attribute to master data type <Your MDT Prefix>PRODUCTIONRESOURCE:
  3. Create key figure FIXEDPCAPAUSAGE:

Production Group Planning

Reason for Change

You can now optimize planning results using the newly introduced production groups. Production groups include products that share attributes, such as color or shape, which cause fixed capacity consumption or fixed costs. Such groups can be modelled using new master data types for production group attributes, production group attribute values, and the respective resource assignments.

For further information about this feature, please refer to the The SAP IBP product documentation.

Steps

Refer to sample planning area SAPIBP1 for the following changes below:

  1. Create the following attributes:
  2. Create simple master data type <Your MDT Prefix>GRPATTRHEADER:
  3. Create simple master data type <Your MDT Prefix>GRPATTRVAL including attribute check:
  4. Create compound master data type <Your MDT Prefix>GRPATTRVALRESASSIGN:
  5. Create compound master data type <Your MDT Prefix>GRPATTRRESASSIGN:
  6. Create planning level WKGRPIDGRPVALLOCRES including tight coupling:
  7. Create key figure FIXEDPCAPAUSAGEGROUP and assign it to PVSMD, DOWNSIDE and UPSIDE versions:

Non-Delivery Cost Rate for Inter-Subnetwork Dependent Production Demand

Reason for Change

When using the time-series-based supply planning optimizer, you can now prioritize demands for components that are required for productions in downstream subnetworks. To do so, you can fill the new key figure Non-Delivery Cost Rate for Inter-Subnetwork Dependent Production Demand (DEPCOMPDEMNONDELIVCOSTRATE), which we have added to the SAPIBP1 sample planning area. Previously, such dependent demands were always treated as pseudo-hard constraints, which resulted in all supply being allocated to them in constrained capacity situations.

For further information about this feature, please refer to the SAP IBP product documentation.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

1. Create key figure DEPCOMPDEMNONDELIVCOSTRATE and assign it to PVSMD, UPSIDE and DOWNSIDE versions:

Enhancements to support service level prediction

Reason for Change

To support the new Service Level Prediction operator for inventory optimization, the SAPIBP1 sample planning area has been enhanced with three new key figures.

For further information about this feature, please refer to the SAP IBP product documentation.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Create key figure PREDICTEDSERVICELEVEL and assign to version PVSMD:
  2. Create key figure IOINVENTORYTARGET and assign it to version PVSMD:
  3. Create key figure HCONVIOINVENTORYTARGET as helper key figure:
  4. Create copy operator Copy Final Safety Stock (for IO) to IO Inventory Target Input:

Change name and description of NONSTOCKALLOCATIONHORIZON attribute

Reason for Change

The name and description of the NONSTOCKALLOCATIONHORIZON sample attribute have been changed to Fair-Share Horizon.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Open the Attributes app.
  2. Search for attribute NONSTOCKALLOCATIONHORIZON.
  3. Choose Edit.
  4. In the Edit Attribute dialog box, change both name and description to Fair-Share Horizon.
  5. Choose Save.

Change key figure TARGETSERVICELEVELIND to system editable

Reason for Change

To be in sync with other stored key figures that are outputs of the inventory optimization algorithms, the key figure TARGETSERVICELEVELIND was changed to system editable.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Open the Planning Areas app.
  2. Choose the Key Figures tab.
  3. Search for TARGETSERVICELEVELIND.
  4. Select the key figure and choose Edit.
  5. Change setting Edit Allowed from Not Editable to System Editable.

Change parameters in sample profile for inventory forecast error

Reason for Change

Several calculation settings in the sample inventory forecast error profile IO Forecast Error CV have been adjusted to be in sync with sample planning area SAP3.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Open the Manage Forecast Error Calculations - Inventory Optimization app.
  2. Select the profile IO_ForecastErrorCV belonging to your planning area.
  3. Choose Edit.
  4. Choose group IO_FECV.
  5. Choose the Calculation Settings tab and adjust the values highlighted in green like in the screenshot below:

Change of multiple sample attributes to uppercase values only (1/2)

Reason for Change

Several sample attributes have been switched to Uppercase values only. The reason is that their origin in SAP ERP or SAP S/4HANA is stored as uppercase value.

Important: Check before implementing this change

Only implement this change in your copies of the sample attributes if you are sure that your current attribute data is stored with uppercase values. If you set Uppercase Values Only for an attribute that had been activated before, it's possible that there are master data and planning objects that do not conform to the changed setting. Although the change will not directly affect any data already stored in the attribute, you will not be able to create new or update any existing records that contain lowercase values.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Open the Attributes app.
  2. Search for attribute PRDID.
  3. Choose Edit.
  4. In the Edit Attribute dialog box, check the Uppercase Values Only flag.
  5. Choose Save.
  6. Repeat the steps with the following attributes:
    • PRDFR
    • PRDTO
    • SPRDID
    • SPRDFR
    • SPRDTO
    • LOCID
    • LOCFR
    • RESID
    • SRESID

Create key figures for integrating plan monitor KPIs from PP/DS to SAP IBP

Reason for Change

With SAP IBP 2311, the more granular key figures Confirmed Resource Production Time (CONFIRMEDCAPAPRODUSAGE) and Confirmed Resource Set Up Time (CONFIRMEDCAPASETUPUSAGE) are available to integrate plan monitor KPIs from PP/DS to SAP IBP. They are used for the calculation of Confirmed Capacity Utilization (CONFIRMEDUTILIZATIONPCT). Before 2311, only Confirmed Capacity Usage (CONFIRMEDCAPAUSAGE) was available. For further information refer to the What's New on the SAP Help Portal.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Create key figure TOTALORDERONTIME and assign it to DOWNSIDE, UPSIDE and PVSMD versions:
  2. Create key figure TOTALORDERDELAY and assign it to DOWNSIDE, UPSIDE and PVSMD versions:
  3. Create key figure CONFIRMEDCAPAPRODUSAGE and assign it to DOWNSIDE, UPSIDE and PVSMD versions:
  4. Create key figure CONFIRMEDCAPASETUPUSAGE and assign it to DOWNSIDE, UPSIDE and PVSMD versions:
  5. Change key figure CONFIRMEDUTILIZATIONPCT to use key figure CONFIRMEDCAPAPRODUSAGE and CONFIRMEDCAPASETUPUSAGE as input instead of CONFIRMEDCAPAUSAGE:

Enhancements for Carbon Emissions Rollup

Reason for Change

You can use the Network Aggregation Operator application job to calculate the carbon emissions of products at every location throughout the supply network and in every period of the planning horizon. The SAPIBP1 sample planning area has been enhanced with sample key figures and carbon emissions rollup profiles to run network aggregation. For further information about this feature, please refer to the SAP IBP product documentation - Configure Carbon Emissions Rollup.

Note
All key figures that have been added to SAPIBP1 start with the prefix NAG (for generic network aggregation KFs), HNAGCO2 (for helper key figures) or NAGCO2 (for KFs specific to carbon rollup). If you copied the SAPIBP1 sample planning area and don't want to use the network aggregation feature, you can filter the key figures by the prefixes and delete them.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Create the planning levels WKLOCLOCFR, WKPRODLOCLOCFRNOLP, PROD2, PRODUOM2 and PRODUOMTOTON
  2. Create the following new key figures. Key figures marked with an asterisk (*) are of type helper key figure. Assign the ones marked in yellow to DOWNSIDE, UPSIDE and PVSMD versions. The tables are sorted from independent key figures to dependent key figures, so that you can implement the key figures in the right sequence.
  3. Continue with creating the following key figures:
  4. Create six carbon emissions rollup profiles as shown on the next slides:
    • CO2 Rollup for Aggregated Unit
    • CO2 Rollup Ext. Proc. Share
    • CO2 Rollup Initial Inv. Share
    • CO2 Rollup Inv. Maint. Share
    • CO2 Rollup Production Share
    • CO2 Rollup Transportation Share
  5. Create carbon emissions rollup profile for CO2 Rollup for Aggregated Unit:
  6. Create carbon emissions rollup profile for CO2 Rollup Ext. Proc. Share:
  7. Create carbon emissions rollup profile for CO2 Rollup Initial Inv. Share:
  8. Create carbon emissions rollup profile for CO2 Rollup Inv. Maint. Share:
  9. Create carbon emissions rollup profile for CO2 Rollup Production Share:
  10. Create carbon emissions rollup profile for CO2 Rollup Transportation Share:

Change key figure HNAGCSTINITIALAGGRUNITCOST to helper key figure

Reason for Change

Cost rollup profiles now also accept input key figures that are helper key figures. For this reason, the Cost Rollup: Initial Aggregated Unit Cost Helper (HNAGCSTINITIALAGGRUNITCOST) key figure has been changed to a helper key figure. To replace the key figure, you first must delete the old key figure. After that, create the new helper key figure.

Steps

Refer to sample planning area SAPIBP1 for the changes below:

  1. Edit key figure NAGCSTINITIALINVENTORYCOST: remove key figure HNAGCSTINITIALAGGRUNITCOST from the calculation.
  2. Delete key figure HNAGCSTINITIALAGGRUNITCOST.
  3. Activate your planning area.
  4. Create key figure HNAGCSTINITIALAGGRUNITCOST as a helper key figure.
  5. Edit key figure NAGCSTINITIALINVENTORYCOST: restore key figure HNAGCSTINITIALAGGRUNITCOST in the calculation.
  6. Activate your planning area.

SAP Best Practices for SAP Integrated Business Planning for Supply Chain V33.2311

New scope and changes in V33.2311

  • Technical upgrade to product version 2311 of the SAP Integrated Business Planning for Supply Chain solution
  • The SAPIBP1 sample planning area has been enhanced as follows:
    • New key figures for CO2 emissions rollup operator
    • New key figures for service level prediction in inventory
    • Change of multiple sample attributes to uppercase values only
    • New configuration for group planning in supply planning
    • New attribute and key figure for fixed capacity consumption in production
  • The IBP for inventory solution process has been enhanced with customer service level prediction. It predicts the customer service level by product location using an inventory to learn the impact of changes, for example on recommended safety stock. 
  • Several preconfigured Planner Workspaces - PWS for Consensus Demand Plan, PWS for Sales Manager, PWS for Marketing Manager, and PWS for Finance Manager - are now available for the S&OP process. They are used in the IBP for sales and operations – demand review solution process. 
  • The IBP for sales and operations – footprint analysis solution process has been reworked. Now it features a CO2 emissions rollup example using the network aggregation operator, and includes a Planner Workspace with different planning views and charts. The CO2 emissions rollup calculates the CO2 emissions of products at different locations across a planning horizon, considering CO2 emissions incurred at various points in the supply network. Examples are transportation emissions, production emissions, etc. 

Key information about SAP Signavio Process Navigator

  • The new tool to access the SAP Best Practices content is SAP Signavio Process Navigator.
  • SAP continues to build and deliver SAP Best Practices.
  • SAP Best Practices for SAP Integrated Business Planning for Supply Chain (SAP IBP) will be updated and enhanced every quarter in the usual quality and scope.
  • Access to SAP Best Practices and usage of the assets will remain free of charge for customers and partners.
  • SAP Best Practices for SAP IBP 2305 and all future releases are only available in the SAP Signavio Process Navigator.

Link to all solution scenarios: https://me.sap.com/processnavigator

Link to SAP IBP solution scenario: https://me.sap.com/processnavigator/SolS/EARL_SolS-034

SAP Best Practices for SAP IBP 2305 and all future releases are only available in the SAP Signavio Process Navigator.

The demand review is the first phase of the sales and operations planning process. Representatives from sales, finance, marketing, and demand planning prepare and review their input data for the new S&OP planning cycle. They agree on a single consolidated consensus demand plan which measures the current volume and respects corporate financial targets. This consensus demand plan is then used as a basis in the succeeding supply review phase to create a complete supply plan.

IBP for sales and operations – footprint analysis

As a global supply chain planner, you use the results of the supply planning run to monitor the greenhouse gas emissions of your supply chain. Using the network aggregation operator, you can aggregate the CO2 emissions throughout your supply chain, including emissions caused by external procurement, transport, production, and inventory maintenance. This detailed information allows you to analyze your supply chain to identify the critical emitters, simulate different options, and reduce the overall CO2 emissions.

SAP IBP can receive some of the greenhouse gas emission information at location product level from SAP Sustainability Footprint Management through SAP S/4HANA. SAP Sustainability Footprint Management is a native SAP Cloud application to calculate product footprints periodically and at scale, considering the entire product lifecycle.

Aggregates the emissions from the supplier up to the location including all the emissions that occur for procurement / transport / production / inventory maintenance

IBP for demand – new product introduction

Companies introduce new products into their portfolio on a regular basis. When you start planning for a new product, there's usually no historical data available. You can search for similar products and use their historical data to obtain reliable forecasts for the future demand of the new product. This solution process shows three different variants for the new product introduction process - using a reference product with substitution, using a reference product without substitution, and using manual forecasting without a reference product. It covers the following tasks: creating the planning objects, defining the reference product or manual forecast, executing the statistical forecast run, and finally checking the result.

IBP for Inventory

Inventory optimization helps you balance your customer service and inventory investment levels. Considering uncertainties in demand forecasts, lead times, and supply quantities, SAP Integrated Business Planning optimizes your entire supply chain network and determines the optimum safety stock for each stocking location. As an inventory planner, you validate your input data and then create an inventory plan by running several planning operators calculating the safety stock levels and the inventory components for each location. Using dashboards and a Planner Workspace, you can review the optimization results. When running the service level prediction, you can review the impact of the safety stock adjustments on the predicted customer service level. You can also execute a what-if analysis to see how changed demands affect inventory component levels.

IBP for maintenance, repair, and operations (MRO)

The purpose of integrated maintenance, repair, and operations planning is to provide full transparency for mid-term and long-term MRO parts and resource requirements by leveraging statistical forecasting methods, inventory and supply planning algorithms. In a first step, the inventory planner needs to check the updated MRO parts usage history at the beginning of each planning cycle. During this task, the planner also run the demand classification job. The maintenance planner then creates MRO part and resource consumption corrective maintenance forecasts for a period of 12 months for mid-term forecasting. After that, the inventory planner carries out an MRO part segmentation analysis in which parts are segmented based on their costs and usage volumes as well as their lead time risk. Once the service levels are defined, the inventory planner creates an inventory plan and determines the new safety stock, reorder point or target inventory position for MRO parts being planned. After the inventory parameters are defined, the maintenance planner can create a supply plan for MRO parts and labor resources for the mid- to long-term horizon. Upon completion of the supply plan, the financial calculations are populated in the planning area which can be reviewed by a finance manager. Finally, the finance manager can approve the expected maintenance expenditures and complete the cycle of the integrated business plan for maintenance, repair, and operations.

Process Management

Usability Enhancements to the Manage Recurring Process App

We've added a variant manager and a filter bar. The filter bar enables you to search for specific processes by name or description, and to filter by process owner, status, and recurrence of recurring processes. You can use the variant manager to save your selected filters.

The status of a recurring process is now color coded to improve clarity.

If you preview a recurring process that you are creating and then decide to cancel the preview to make a further change, the app takes you back to the creation dialog and your changes so far are retained.

Improved Process Automation

Detecting Misconfiguration

We've introduced a new check to detect errors caused by automatic start conditions that can't be fulfilled due to the sequence of the process steps. These errors are logged so that you can analyze and rectify the situation to enable processing to continue.

If, for example, you set up the steps like this: Step 1 -> Step 2 -> Step 1, and you've set the condition that a step cannot start until a previous step is complete, processing stops because the automatic start conditions can't be fulfilled. 

In our example, this means Step 1 can't be started because Step 2 has to be completed first, but Step 2 can't be completed because the previous step is Step 1 itself. 

If processing stops for this reason, the system displays an error message and logs the error so that you can analyze and rectify the situation to enable processing to continue. 

Customizable Templates for Email Notifications

You can now customize templates for email notifications for all the types of process management notification in the Maintain Email Templates app. You can choose whether to use the predelivered email templates for each type of notification or to customize these to create your own templates.To specify which templates are to be used, you can set the related new global configuration parameters accordingly. These global configuration parameters are available in the OUTPUT_MANAGEMENT parameter group.

Usability Enhancements to the Manage Process Template App

When you create process templates for collaboration groups, you can now select a collaboration group and a collaboration subgroup in separate fields if you've got an integrated collaboration tool. Previously, there was just one field for the collaboration group. If you're using SAP Jam or SAP Build Work Zone, you must select a group. Once you've selected a group, you can select a subgroup if you wish. If you're using Microsoft Teams, you must select both a group and a subgroup. In Microsoft Teams, a group is represented by the team-plan pair and a subgroup is represented by the bucket.

We've made it easier to select application job templates in the step settings, and permission filters in the planning data permissions. You can now select this data using input help instead of a dropdown list.

Log in to track your progress & complete quizzes