IBP300. SAP Integrated Business Planning - Advanced Configuration COURSE OUTLINE. Course Version: 15 Course Duration: 5 Day(s)

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1 IBP300 SAP Integrated Business Planning - Advanced Configuration. COURSE OUTLINE Course Version: 15 Course Duration: 5 Day(s)

2 SAP Copyrights and Trademarks 2016 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see copyright/index.epx for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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5 Contents vii Course Overview 1 Unit 1: Overview of SAP Integrated Business Planning 1 Lesson: Describing SAP Integrated Business Planning 1 Lesson: Describing SAP Integrated Business Planning Applications 3 Unit 2: Planning Area Copy and Merge 3 Lesson: Performing a Simple Copy of a Planning Area 3 Lesson: Performing an Advanced Copy of a Planning Area 3 Lesson: Performing a Planning Area Merge 3 Lesson: Describing SAP Integrated Business Planning Architecture 5 Unit 3: Key Figure Functions 5 Lesson: Implementing Disaggregation 5 Lesson: Troubleshooting Activation Errors 5 Lesson: Using Helper Key Figures 5 Lesson: Configuring Change History 5 Lesson: Creating Snapshot Key Figures 5 Lesson: Positioning SAP Integrated Business Planning in a System Landscape 7 Unit 4: Currency Conversion 7 Lesson: Converting Currency 7 Lesson: Implementing SAP Integrated Business Planning 9 Unit 5: UOM Conversion, Implementation Blueprints, and Price Conversion 9 Lesson: Creating Time Independent Key Figures 9 Lesson: Converting Units of Measure (UOM) 9 Lesson: Developing a Blueprint 9 Lesson: Converting Price 11 Unit 6: SAP Jam User Onboarding 11 Lesson: Setting Up SAP Jam User Onboarding 13 Unit 7: Attribute Transformations 13 Lesson: Performing Attribute Transformations 13 Lesson: Describing Performance and Sizing Copyright. All rights reserved. v

6 15 Unit 8: Advanced Attribute Transformations 15 Lesson: Configuring Last Period Aggregation 15 Lesson: Creating and Comparing Scenarios 15 Lesson: Using Time as a Dimension for Key Figures 15 Lesson: Exporting and Importing Planning Areas 15 Lesson: Configuring Split Factor Calculations 17 Unit 9: Planning Operators 17 Lesson: Planning Operator Overview 17 Lesson: Purging Change History (PCH) 17 Lesson: Purging Key Figure Data (PURGE) 17 Lesson: Creating Copy Operators 17 Lesson: Creating Disaggregation Operators 17 Lesson: Creating Advanced Simulation Operators 18 Lesson: Creating Group Operators 18 Lesson: Creating an ABC Classification 18 Lesson: Managing Global Configuration Parameters 19 Unit 10: Planning View Formatting 19 Lesson: Formatting Reports 19 Lesson: Linking the IDs and Descriptions of Attributes vi Copyright. All rights reserved.

7 Course Overview TARGET AUDIENCE This course is intended for the following audiences: Application Consultant Business Process Architect Business Process Owner/Team Lead/Power User Program/Project Manager Solution Architect Technology Consultant User Copyright. All rights reserved. vii

8 viii Copyright. All rights reserved.

9 UNIT 1 Overview of SAP Integrated Business Planning Lesson 1: Describing SAP Integrated Business Planning Describe supply chain trends and challenges Describe SAP Integrated Business Planning Lesson 2: Describing SAP Integrated Business Planning Applications Describe SAP Integrated Business Planning for sales and operations Describe SAP Supply Chain Control Tower Describe SAP Integrated Business Planning for inventory Describe SAP Integrated Business Planning for demand Describe SAP Integrated Business Planning for supply Copyright. All rights reserved. 1

10 Unit 1: Overview of SAP Integrated Business Planning 2 Copyright. All rights reserved.

11 UNIT 2 Planning Area Copy and Merge Lesson 1: Performing a Simple Copy of a Planning Area Perform a simple copy Lesson 2: Performing an Advanced Copy of a Planning Area Perform an advanced copy Lesson 3: Performing a Planning Area Merge Perform a planning area merge Lesson 4: Describing SAP Integrated Business Planning Architecture Describe SAP Integrated Business Planning architecture Copyright. All rights reserved. 3

12 Unit 2: Planning Area Copy and Merge 4 Copyright. All rights reserved.

13 UNIT 3 Key Figure Functions Lesson 1: Implementing Disaggregation Implement disaggregation Lesson 2: Troubleshooting Activation Errors Troubleshoot activation errors Lesson 3: Using Helper Key Figures Use helper key figures Lesson 4: Configuring Change History Configure change history Lesson 5: Creating Snapshot Key Figures Create snapshot key figures Lesson 6: Positioning SAP Integrated Business Planning in a System Landscape Copyright. All rights reserved. 5

14 Unit 3: Key Figure Functions Position SAP Integrated Business Planning 6 Copyright. All rights reserved.

15 UNIT 4 Currency Conversion Lesson 1: Converting Currency Convert currency Lesson 2: Implementing SAP Integrated Business Planning Implement SAP Integrated Business Planning Set up a project team Configure language support Copyright. All rights reserved. 7

16 Unit 4: Currency Conversion 8 Copyright. All rights reserved.

17 UNIT 5 UOM Conversion, Implementation Blueprints, and Price Conversion Lesson 1: Creating Time Independent Key Figures Create time-independent key figures Lesson 2: Converting Units of Measure (UOM) Convert UOM Lesson 3: Developing a Blueprint Develop a blueprint Lesson 4: Converting Price Convert price Copyright. All rights reserved. 9

18 Unit 5: UOM Conversion, Implementation Blueprints, and Price Conversion 10 Copyright. All rights reserved.

19 UNIT 6 SAP Jam User Onboarding Lesson 1: Setting Up SAP Jam User Onboarding Set up SAP Jam user onboarding Describe mobile collaboration and analytics Copyright. All rights reserved. 11

20 Unit 6: SAP Jam User Onboarding 12 Copyright. All rights reserved.

21 UNIT 7 Attribute Transformations Lesson 1: Performing Attribute Transformations Transform attribute values Lesson 2: Describing Performance and Sizing Describe performance and sizing Copyright. All rights reserved. 13

22 Unit 7: Attribute Transformations 14 Copyright. All rights reserved.

23 UNIT 8 Advanced Attribute Transformations Lesson 1: Configuring Last Period Aggregation Configure last period aggregation Lesson 2: Creating and Comparing Scenarios Create and compare scenarios Lesson 3: Using Time as a Dimension for Key Figures Use time as a dimension for key figures Lesson 4: Exporting and Importing Planning Areas Export planning areas Lesson 5: Configuring Split Factor Calculations Configure split factor calculations Copyright. All rights reserved. 15

24 Unit 8: Advanced Attribute Transformations 16 Copyright. All rights reserved.

25 UNIT 9 Planning Operators Lesson 1: Planning Operator Overview Know the different planning operators available and their uses Lesson 2: Purging Change History (PCH) Purge change history (PCH) Lesson 3: Purging Key Figure Data (PURGE) Purge key figure data (PURGE) Lesson 4: Creating Copy Operators Create a copy operator Lesson 5: Creating Disaggregation Operators Create Disaggregation operators Lesson 6: Creating Advanced Simulation Operators Copyright. All rights reserved. 17

26 Unit 9: Planning Operators Create an advanced simulation operator Lesson 7: Creating Group Operators Create a group operator Lesson 8: Creating an ABC Classification Create an ABC classification Lesson 9: Managing Global Configuration Parameters Manage global configuration parameters 18 Copyright. All rights reserved.

27 UNIT 10 Planning View Formatting Lesson 1: Formatting Reports Format reports Lesson 2: Linking the IDs and Descriptions of Attributes Link IDs and descriptions of attributes Copyright. All rights reserved. 19