SCM221 Features and Functions of Demand Planning (SCM APO)

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1 Features and Functions of Demand Planning (SCM APO) SAP SCM - Planning Course Version: 98 Course Duration: 3 Day(s) Publication Date: 2014 Publication Time:

2 Copyright Copyright SAP AG. 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 AG. Additionally this publication and its contents are provided solely for your use, this publication and its contents may not be rented, transferred or sold without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Trademarks Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and INFORMIX Dynamic ServerTM are registered trademarks of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mysap.com Logo and mysap.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS. g

3 Contents Contents Course Overview... v Course Goals... v Course Objectives... v Unit 1: Supply Chain Management: An Overview... 1 Supply Chain Planning at a Glance... 1 Overview Demand Planning... 1 Technical Components of DP Planning Areas... 1 Unit 2: Interactive Planning... 2 Navigation in the Interactive Planning Table... 2 Using the Chart Engine... 2 Analyzing Data in the Interactive Planning Table... 2 Additional Features of the Interactive Planning Table... 3 User Settings in Interactive Planning... 3 Collaborative Planning... 3 Unit 3: Forecasting... 4 Executing a Univariate Forecast... 4 Determining the Best Forecast Method... 4 Assigning Forecast Profiles to Products... 5 Causal Analysis - Multiple Linear Regression... 5 Composite Forecasting... 5 Reconciling Demand Plans (Optional)... 5 Forecast Alert Profile... 5 Planner s Home Page... 6 Unit 4: Lifecycle Planning... 7 Realignment... 7 Lifecycle Planning... 7 Product Interchangeability (Optional)... 7 Unit 5: Promotion Planning... 8 Promotional Planning... 8 Handling Past Promotions (Optional) SAP AG. All rights reserved. iii

5 Course Overview Course Overview This course is designed to educate users in the features and functions of Demand Planning in SAP SCM. You will also learn basic navigational skills in developing demand plans, executing univariate forecasting, causal analysis, and composite forecasting techinques. Additional functionality such as marketing and sales tools, promotion planning, life cycle planning, and "like" modeling will be used. Finally, you will learn how to release demand plans to the SAP SCM livecache for Supply Network Planning and Production Planning/Detailed Scheduling. Target Audience This course is intended for the following audiences: Any user, key user, project team member, or consultant Course Prerequisites Required Knowledge Basic understanding of SAP SCM/APO processes Recommend that you attend SCM200 before attending this course. Recommended Knowledge Basic Knowledge of any companies demand planning or sales and operations planning process. Course Goals This course will prepare the participant to: Demonstrate basic navigational techniques of the Interactive Planning Table. Execute various forecasting methods and techniques Use marketing tools to advise of additional demand items (promotions) Demonstrate the different features of Life-cycle modeling Execute a release of the demand plan to SNP/PPDS via both interactive and mass processing methods Course Objectives After completing this course, the participant will be able to: Demonstrate basic navigational techniques of the Interactive Planning Table Execute various forecasting methods and techniques Use marketing tools to advise of additional demand items (promotions) Demonstrate the different features of Life-cycle modeling 2014 SAP AG. All rights reserved. v

7 Unit 1 Supply Chain Management: An Overview Unit Overview The unit provides an overview of Demand Planning in SAP SCM. The focus of the unit is planning books, macros, and demand plans using univariate forecasting, causal analysis, and composite forecasting. The unit also describes how to use marketing and sales tools, such as promotion planning, life-cycle planning, and "like" modeling. To conclude, the lesson describes how demand plans are released to Supply Network Planning and Production Planning / Fine Planning. Lesson: Supply Chain Planning at a Glance Describe the planning functions of mysap SCM. Define the different levels of Supply Chain Planning. Outline how data is exchanged between SAP ECC and SAP SCM (APO) during the planning process. Lesson: Overview Demand Planning Get an overview of Supply Chain Planning with SAP SCM. Describe the process of SCM Demand Planning (DP). Explain the concept of Demand Planning. Explain the functions of Demand Planning. Describe the techniques used for forecasting. Explain the result of Demand Planning. Lesson: Technical Components of DP Planning Areas Describe in detail the components involved in APO Demand Planning SAP AG. All rights reserved. 1

8 Unit 2 Interactive Planning Unit Overview In this unit you will create selection ID s that can be assigned to users and learn to navigate within the planning table. You will learn to maintain planning data at different levels and list the different disaggregation options. You will be able to describe how proportional factors are used and how they affect the final forecast. Lesson: Navigation in the Interactive Planning Table Use the shuffler and the selection area to display data of selected objects. Create, save, and assign Selection ID s to User Logon ID s. Use the work area for planning. Lesson: Using the Chart Engine Use the chart engine functionality. Personalize the chart engine to create charts. Use the integration of the chart and grid to mark data points. Lesson: Analyzing Data in the Interactive Planning Table Analyze data using aggregation and disaggregation. Navigate within the work area. Change proportional factors interactively. Use basic functions of the planning table SAP AG. All rights reserved. 2

9 Lesson: Additional Features of the Interactive Planning Table Enter notes to document your planning data. Fix values of key figures in interactive planning. Lesson: User Settings in Interactive Planning Create reports and assign them to users. Create user settings in the interactive planning table and assign them to users. Lesson: Collaborative Planning Use collaborative planning to enter forecast quantities using the internet SAP AG. All rights reserved. 3

10 Unit 3 Forecasting Unit Overview This unit will help you understand the concept of forecast profiles with control parameters and forecast errors. Next, you will learn to describe the differences between the various forecasting methods and models for univariate forecasting, causal analysis, and composite forecasting. Finally, you will be able to create your own forecast profiles and execute forecasts in the SCM system. Lesson: Executing a Univariate Forecast Explain the forecasting process flow. Create a master forecast profile. Create a univariate forecast profile. Use forecast profiles for forecasting. Use univariate forecasting models. Use exponential smoothing for forecasting. Use automatic model selection. Use outlier correction for performing automatic correction in historical data. Use the Workday adjustment function. Choose the forecast errors to be calculated. Lesson: Determining the Best Forecast Method Use forecast comparison to determine the best forecast model SAP AG. All rights reserved. 4

11 Lesson: Assigning Forecast Profiles to Products Explain automatic aggregation of historical data. Assign forecast profiles to products. Lesson: Causal Analysis - Multiple Linear Regression Explain multiple linear regression to create forecasts Lesson: Composite Forecasting Use composite forecasting to execute a forecast. Use composite forecasting to pick the best forecast model based on an error measure. Lesson: Reconciling Demand Plans (Optional) Explain how Demand Planning in SAP SCM might support a consensus based forecast process. Lesson: Forecast Alert Profile Create a forecast alert profile. Create an overall alert profile. Create a diagnosis group. Assign the diagnosis group to your forecast profile. Use the Alert Monitor to identify potential problems in the forecast SAP AG. All rights reserved. 5

12 Lesson: Planner s Home Page Access the planner s homepage. Personalize the planner s homepage. Describe what can be done in personalization, customization, and configuration SAP AG. All rights reserved. 6

13 Unit 4 Lifecycle Planning Unit Overview In this unit you will learn how product lifecycles can be modeled in SCM Demand Planning. Lesson: Realignment Explain the concept of characteristic value combinations. Create characteristic value combinations manually. Create characteristic value combinations in mass using realignment. Lesson: Lifecycle Planning Create a Like profile. Create a phase in profile. Create a phase out profile. Lesson: Product Interchangeability (Optional) List the functions of product interchangeability in demand planning. Explain when to use each method of product interchangeability. Explain each method of product interchangeability and how it works. Explain the 2 step process of executing realignment. Execute realignment on a Planning Object Structure, a Planning Area, and an InfoCube SAP AG. All rights reserved. 7

14 Unit 5 Promotion Planning Unit Overview This unit will help you create and assign promotions. Next, you will learn how promotions are extracted from historical data. Lesson: Promotional Planning Explain the purpose of promotions and why they are separate from the forecast. Explain the settings and levels needed to use Promotional Planning. Define promotions and assign characteristic values to it. Lesson: Handling Past Promotions (Optional) Explain how promotions are extracted from historical data. Explain how to determine the effects of a promotion on sales SAP AG. All rights reserved. 8

15 Unit 6 Releasing the Demand Plan Unit Overview In this unit you will learn how to control the release of the demand plan to livecache. This will include scenarios for your short term plan and your long term plan, and how to control the spread of demand over several periods. Lesson: Releasing the Demand Plan to SNP and PP/DS List and explain all methods of releasing the demand plan to the next level of your business process. Release the demand plan to SNP and PP/DS. Transfer the demand plan to SAP ECC SAP AG. All rights reserved. 9

16 Unit 7 Mass Processing Unit Overview This unit will help you configure and execute mass processing for macros, forecasts, and demand plan releases. You will also understand how sales quantities are released to Production Planning and explain how data is distributed between locations. Lesson: Mass Processing in Demand Planning Explain how Mass Processing fits into the demand Planning process. Describe how sales quantities are released to Production Planning. Configure and execute mass processing for macros, forecasts, and demand plan releases SAP AG. All rights reserved. 10