Sales and Operations Planning with SAP IBP

by Raghav Jandhyala, Jeroen Kusters, Pramod Mane, Amit Sinha

Overview

Attention, supply chain planners: Ready to get S&OP working for you? Configure SAP Integrated Business Planning for S&OP, from your master data types to your planning levels. Then execute demand planning, perform unconstrained or constrained supply planning, and consolidate the results into views with step-by-step instructions. Get more out of your new SAP IBP implementation with what-if scenarios, KPIs, dashboards, and built-in integrations.

Highlights include:
Demand planning
Unconstrained supply planning
Constrained supply planning
Consolidation
Collaboration
Simulations
Process management
Planning views
Reporting and analytics
Configuration and integration
Case studies

Product Details

ISBN-13:	9781493216741
Publisher:	Rheinwerk Publishing, Inc.
Publication date:	06/27/2018
Edition description:	New Edition
Pages:	499
Product dimensions:	7.20(w) x 9.20(h) x 1.40(d)

About the Author

Raghav Jandhyala is a director in supply chain management at SAP, where he is the product owner for SAP Integrated Business Planning for S&OP.

Jeroen Kusters is a senior manager for Deloitte Consulting with 10 years of supply chain planning experience. Jeroen started his career implementing SAP APO environment, with a focus on demand planning and service parts planning. Since 2013, his focus has been on SAP Integrated Business Planning; he works closely with SAP to drive new functionality enabling best-practice supply chain planning business processes.

Amit Sinha is an expert in SAP APO and SAP IBP, with a focus on business process reengineering and supply chain solution modeling in sales and operations planning, demand forecasting, supply planning, detail production scheduling, inventory optimization, and supply chain analytics. He has more than twelve years of supply chain management experience doing solution architecting and project management for planning projects for clients in the pharmaceutical, high-tech, manufacturing, consumer goods, and chemical industries.

Table of Contents

... Foreword from Franz Hero ... 17

... Foreword from Adam Mussomeli ... 19

... Preface ... 21

... Target Audience ... 21

... How to Read This Book ... 22

... How This Book Is Organized ... 22

... Conclusion ... 26

... Acknowledgments ... 26

1 ... Introduction to Sales and Operations Planning ... 29

1.1 ... Market Drivers ... 29

1.2 ... Process Drivers ... 34

1.3 ... Technology Drivers ... 39

1.4 ... SAP Integrated Business Planning ... 45

1.5 ... Summary ... 65

2 ... SAP IBP Model and Navigation ... 67

2.1 ... SAP Integrated Business Planning Architecture ... 67

2.2 ... Planning Model ... 68

2.3 ... Navigating the Planning Model ... 75

2.4 ... Summary ... 92

3 ... Demand Planning ... 93

3.1 ... Demand Planning at a Glance ... 93

3.2 ... Forecasting Input with Historical Data ... 102

3.3 ... Forecast Generation through Statistical Modeling ... 104

3.4 ... Collaborative Financial Modeling of Demand Forecast ... 116

3.5 ... Review, Collaboration, and Finalization of the Demand Plan ... 120

3.6 ... Summary ... 122

4 ... Unconstrained Supply Planning ... 123

4.1 ... Unconstrained Planning at a Glance ... 123

4.2 ... The Sales and Operations Planning Heuristic ... 126

4.3 ... Supply Network Design ... 127

4.4 ... Propagating Demand ... 134

4.5 ... Propagating Supply ... 149

4.6 ... Rough-Cut Capacity Planning ... 156

4.7 ... Parameters of the Heuristic ... 160

4.8 ... Summary ... 172

5 ... Constrained Supply Planning ... 173

5.1 ... Constrained Supply Planning at a Glance ... 173

5.2 ... S&OP Optimizer ... 174

5.3 ... Optimization Constraints ... 177

5.4 ... Financial Modeling of the Supply Chain ... 179

5.5 ... Advanced Optimizer Features ... 189

5.6 ... Summary ... 199

6 ... Consolidation ... 201

6.1 ... Consolidation at a Glance ... 201

6.2 ... Financial Projections and Review ... 205

6.3 ... Operationalizing the Plan ... 217

6.4 ... Summary ... 224

7 ... Collaboration and Management by Exception ... 227

7.1 ... SAP Jam Collaboration ... 227

7.2 ... Custom Alerts ... 238

7.3 ... Case Management ... 251

7.4 ... Tasks ... 254

7.5 ... Summary ... 257

8 ... Planning Simulations ... 259

8.1 ... Simulation Planning at a Glance ... 259

8.2 ... Simulations ... 264

8.3 ... Versions ... 268

8.4 ... Scenarios ... 273

8.5 ... Summary ... 277

9 ... Process Management ... 279

9.1 ... Process Management in Practice ... 280

9.2 ... Setting Up Process Templates and Automations ... 284

9.3 ... Manage Processes ... 292

9.4 ... Task Management ... 301

9.5 ... Process Management with SAP Jam ... 305

9.6 ... Summary ... 306

10 ... Configuring SAP IBP for Sales and Operations ... 309

10.1 ... Planning Areas and Time Profiles ... 310

10.2 ... Attributes and Master Data Types ... 319

10.3 ... Planning Levels ... 330

10.4 ... Key Figures ... 333

10.5 ... Planning Operators ... 344

10.6 ... History Report ... 349

10.7 ... Advanced Configuration ... 352

10.8 ... System Performance Recommendations ... 355

10.9 ... Summary ... 357

11 ... Building Planning Views ... 359

11.1 ... Planning Views, Templates, and Favorites ... 359

11.2 ... Formatting Planning Views ... 372

11.3 ... Using Charts ... 380

11.4 ... Master Data Worksheets ... 383

11.5 ... Using Microsoft Visual Basic for Applications ... 388

11.6 ... Summary ... 389

12 ... Key Performance Indicators and Performance Monitoring ... 391

12.1 ... Key Performance Indicators in SAP IBP ... 392

12.2 ... Monitoring and Continuous Improvement ... 404

12.3 ... Summary ... 409

13 ... Dashboard and Analytics ... 411

13.1 ... Advanced Analytics ... 412

13.2 ... Advanced Dashboards ... 428

13.3 ... Summary ... 436

14 ... Integrating SAP IBP for Sales and Operations ... 437

14.1 ... Data Integration Scenarios ... 437

14.2 ... Integration for Tactical Planning ... 439

14.3 ... Integration for Operational Planning ... 454

14.4 ... Other Integrations ... 456

14.5 ... Summary ... 458

15 ... Roles and Security ... 459

15.1 ... Security Management ... 459

15.2 ... User Management ... 462

15.3 ... Business Roles Management ... 467

15.4 ... Permission Filters ... 470

15.5 ... Infrastructure Management ... 474

15.6 ... Summary ... 476

16 ... SAP IBP Case Studies ... 477

16.1 ... High-Tech OEM ... 477

16.2 ... Life Sciences and Health Care ... 484

16.3 ... Summary ... 488

... The Authors ... 489

... Index ... 491