DP SAP APO

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Demand Planning

Purpose

Use APO Demand Planning (DP) to create a forecast of market demand for yourcompany's products. This component allos you to take into consideration the many

different causal factors that affect demand. The result of APO Demand Planning is the

demand plan.Demand Planning is a poerful and fle!i"le tool that supports the demand planning process in yourcompany. User#specific planning layouts and interacti$e planning "ooks ena"le you to integrate people

from different departments% and e$en different companies% into the forecasting process. Using the DP

li"rary of statistical forecasting and ad$anced macro techni&ues you can create forecasts "ased on

demand history as ell as any num"er of causal factors% carry out predefined and self#defined tests on

forecast models and forecast results% and adopt a consensus#"ased approach to reconcile the demand

plans of different departments. To add marketing intelligence and make management adustments% you

use promotions and forecast o$errides. The seamless integration ith APO upply etork Planning

supports an efficient *OP process.

+ntegration

,ith Other APO -omponentsTo Do this Other information

Track exceptional,unexpected or criticalsituations in the demandplanning process

Open the Alert Monitor

Share plans with your supplychain planner

Use the functions for releasingdata to and from Supply NetworkPlanning

The supply chain plannercan plan resourcesased on a full andreliale picture ofdemand, and thedemand planner canmonitor wheread!ustments to thedemand plan ha"e een

necessary due toproduction, distriutionand other constraints#

$o reporting %nstall a &' front end and launch(ueries from your APO system

,ith Other ystemsTo Do this Other Information

)oad actual and*or planneddata into $emand Planningfrom a &', +*, or externalsystem or from a flat f ile

Use APO Administrator 'orkenchin $emand Planning

The functions of theAdministrator 'orkenchin APO are identical tothose of the

Administrator 'orkench

of the &usiness%nformation 'arehouse-&'.#

$o reporting +un the &usiness /xplorercomponent of the SAP &usiness%nformation 'arehouse -&'.

)oad data into &' Use APO Administrator 'orkenchin $emand Planning to load thedata into &' as from one data

The functions of theAdministrator 'orkenchin APO are identical to

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mart to another those of theAdministrator 'orkenchof the &usiness%nformation 'arehouse-&'.#

Manage your customers0forecasts using "endor1managed in"entory -2M%.

3ather your customers0 in"entoryand POS data "ia /$%

Seeendor /anaged

+n$entory ith APOand AP 012#

&uild a forecast together withyour suppliers, customersand other usiness partners

Use 4ollaorati"e $emandPlanning

Partners without an APOsystem plan demandthrough a we1asedinterface#

Demand Planning Process

Purpose

This process descri"es each acti$ity in the Demand Planning (DP) cycle. +n general% you

can assume that the order of the processes presented here is the order in hich you should

proceed through the DP cycle. 3oe$er% since DP is represented as a cycle% not a linearpath% you may decide to repeat certain acti$ities or to proceed in a different order.

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Process 4lo

The folloing diagram depicts the DP cycle.

...

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5. -arry out all the steps needed to set up your planning area. The planning area is

the "asis for all acti$ities in APO Demand Planning. +t is a collection of parameters

that define the scope of all planning tasks. The planning area is linked to the datamart. 6ou load into the data mart the actual history (for e!ample% "ookings%

shipments or "illings) that l7ll "e used to create the DP master data and generate

the demand forecasts. eePlanning Area Administration. 8. /ap the structure of your company (for e!ample% regions% di$isions% "rands%

products and customers) for planning purposes in the DP master data. ee /aster

Data etup.

2. -onfigure the layout of the planning screens for the different parties(departments% managers% di$isions% and so on) ho ill participate in demand

planning "y designing planning "ooks. Define macros to perform calculations%

carry out tests% and arn you of e!ceptional situations. ee Planning 9ook Design.

:. Define forecast models for time series forecasting% causal analysis and1orcomposite forecasting. ee Definition10edefinition of 4orecast /odels.

;. -reate a forecast of market demand using a top#don% middle#out% or "ottom#

up approach. -hoose from a ide $ariety of forecasting methods and techni&ues.ee -reation of the Demand 4orecast.

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$ersions that you did not release to P. ee /onitoring of 4orecast Accuracy.

5?. 0e$ise the master data to reflect the addition of ne products% customers% and so

on. ee /aster Data 0e$ision.

5. 0efine the forecast models in the light of knoledge gained from forecast

accuracy checks. Add ne models for ne products and product lines. ee

Definition10edefinition of 4orecast /odels.

0esult

The result of Demand Planning is the demand plan.

+nfoO"ects in Demand Planning

Definition

Demand Planning makes use of se$eral +nfoO"ects from the 9usiness +nformation

,arehouse.

Use

This section descri"es these +nfoO"ects and their use in Demand Planning in more detail.+ntegration

6ou can use infoO"ects such as key figures or characteristics "oth in Demand Planningand for reporting purposes in the 9usiness +nformation ,arehouse.

-haracteristic

Definition

A planning o"ect such as a product% location% "rand or region.

The master data of Demand Planning or upply etork Planning encompasses thepermitted $alues of the characteristics% the characteristic $alues. -haracteristic $alues are

discrete names or num"ers . 4or e!ample% the characteristic 'location' could ha$e the

$alues >ondon% Delhi ande 6ork.

Use

The characteristics used in Demand Planning are the same as those used in theAP 9usiness +nformation ,arehouse. 6ou create and edit characteristics in the

Administration ,ork"ench. 4or more information% see+nfoO"ectand -reating

+nfoO"ectsE -haracteristics.

AP deli$ers se$eral characteristics for use in AP APO as 9usiness -ontent. These

characteristics ha$e the prefi! BA as opposed to C for other 9, characteristics. As AP

reser$es the right to change these characteristics ithout notice% e strongly recommendthat you do not change them.

-ompared to 9, characteristics there are the folloingrestrictions for the use of characteristics in Demand Planning.

Data types DAT F Date and T+/ F Time are not permissi"le.

imilarly loercase characteristic names are not permissi"le. (6ou can of

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course use loercase in the description fields.

,e recommend that you do not use compound characteristics.

Descripti$e -haracteristics

Definition

9efore 0elease 2.5% product and location ere the only characteristics that could "e

transferred from Demand Planning to upply etork Planning (P) and Production

Planning and Detailed cheduling (PP1D). As of 0elease 2.5% it is possi"le to define

descripti$e characteristics for use in the applications that use Order >i$e-ache. Thesecharacteristics permit more detailed planning in se$eral applications.

As far as Demand Planning is concerned% descripti$e characteristics do not differ from

other characteristics.

Use

Demand Planning

0elease of Unconstrained Demand to Order >i$e-ache

Descripti$e characteristics are used in Order li$e-ache. +n order to use the

forecast from Demand Planning% you must release the demand plan to P. +n the release

transaction% you must edit the fields that appertain to descripti$e characteristics. Thedescripti$e characteristics are then attached to the resulting planned independent

re&uirements. ee also Descripti$e -haracteristics in Production Planning.

0elease of -onstrained Demand from Order li$e-ache to Demand Planning

This process recogniGes the characteristics attached to the >i$e-ache order and

transports the constrained forecast "ack to DP ith the same characteristic $alues. eealso 0elease of upply etork Plan to Demand Planningand 0eceipts and

0e&uirements During 0elease to DP.

Production Planning

-onsumption

,ith descripti$e characteristics% it is no possi"le to perform forecast consumption on

any characteristic in DP that can "e matched to an 012 attri"ute of a sales order. 4or

e!ample% including the customer in the descripti$e characteristics ena"les the

identification of customer#specific forecasts for the same location1product that can "econsumed "y a sales order for that customer.

-apa"le#to#/atch Planning (-T/)

Demand PrioritiGation

+t is possi"le to assign priorities "ased on descripti$e characteristics. 4or e!ample% you

can specify that one customer or customer group is gi$en preferential treatment if thedemand cannot "e completely satisfied.

-urrently% rules can "e found for a fe attri"utes of the forecast (product% location%

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/aster Data I /aintain -haracteristic alues.

8. @nter the master planning o"ect structure.

2. -hoose Display -haracteristics -om"inations.

6ou cannot assign attri"utes to aggregates.

+f you use na$igational attri"utes% it is much easier to

realign realignment characteristic $alue com"inations hencharacteristic $alues change. 4or more information% see J0ealigningK

a$igational Attri"utes.

Attri"utes in +nteracti$e Demand Planning

6ou do not see the difference "eteen characteristics and attri"utes in interacti$e demandplanning. Use the attri"utes for selection and na$igation.

0eporting

6ou can perform reporting on "oth characteristics and attri"utes.

4or more information% see the AP >i"rary for the AP 9usiness +nformation ,arehouse(9,) in the Administrator ,ork"ench component under a$igational Attri"utes.

Ley 4igure

Definition-ontains data that is represented as a numerical $alueMeither a &uantity or a monetary

$alue. @!amples of key figures used in Demand Planning are planned demand and ac tual

sales history. @!amples of key figures used in upply etork Planning are production

receipts and distri"ution receipts.Use

6ou create key figures in the Administration ,ork"ench% e$en if you only intend to usethe key figures in >i$e-ache. -hoose Tools I @dit +nfoO"ects.+n APO% create APO key figures (not 9, key figures).

There are three types of key figure that are of interest for demand planningE

Nuantity

Use this type for physical &uantities

Amount

This type is amounts of money

um"er

Use this type for num"ers that do not ha$e units of measure or currencies% such as factors.

The unit of measure and currency are alays taken from the planning area.

There are different places in hich a

Ley 4igures in Demand Planning @!plained

Demand Planning has a num"er of key figures that are used for separate% &uitespecific purposesE

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3istorical +nput

Original 3istory

-orrected 3istory

Original19aseline 4orecast

-orrected 4orecast

Promotion

3istorical +nput Definition

6ou enter the historical input key figure in the uni$ariate forecast profile. The historical

input key figure is the one hose actual data is used to calculate the forecast.6ou see the historical input key figure% sometimes called the orders history% in the uni$ariate forecast

$ie.

The key figure is taken from either an +nfo-u"e or the >i$e-ache.

Original 3istory

DefinitionThe original history is almost the same as the historical inputkey figure% "ut ith to

possi"le adustmentsE

The system adusts the historical input $alues as per the phase#in profile if thefolloing conditions are fulfilledE

5 4rom the master forecast profile% you ha$e created a phase#in profile.

8 4rom the master forecast profile% you ha$e maintained the "asic settings of the phase#in profile that is% you ha$e assigned characteristics to the profile.

2 4rom the master forecast profile% you ha$e assigned characteristic $alues to thephase#in profile.: The time range of the profile falls ithin the historical forecast horiGon of the master

forecast profile.

; 6ou ha$e specified that the phase#in profile affects historical data. +n the

maintenance of forecast profiles choose oto I Phase#in1out profiles I ettings.< 6ou ha$e selected /aterial fcst in the master forecast profile.

? To create the forecast% you use a uni$ariate forecast profile.

The system adusts the historical input $alues as per the phase#out profile if thefolloing conditions are fulfilledE

5 4rom the master forecast profile% you ha$e created a phase#out profile.

8 4rom the master forecast profile% you ha$e maintained the "asic settings of the phase#out profile that is% you ha$e assigned characteristics to the profile.

2 4rom the master forecast profile% you ha$e assigned characteristic $alues to the

phase#out profile.

: The time range of the profile falls ithin the historical forecast horiGon of the masterforecast profile.

; 6ou ha$e specified that the phase#out profile affects historical data. +n the

maintenance of forecast profiles choose oto I Phase#in1out profiles I ettings.

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< 6ou ha$e selected /aterial fcst in the master forecast profile.

? To create the forecast% you use a uni$ariate forecast profile.

This results in the original history. The original history is displayed in interacti$e demandplanning if you ha$e included an actuals ro for the historical input key figure in the

planning "ook. The original history is not stored in the planning area. +t is the historical

input key figure that is stored in the planning area.+f neither of the a"o$e situations e!ists in your system% the historical input and the original history arethe same.

-orrected 3istory Definition

Ley figure in hich the history that has "een corrected "y the system or manually "y the

user is stored.

6ou can correct history (see steps 8 and 2 "elo) ithout storing it in this key figure. The

corrected history is then displayed in an au!iliary ro in the statistical forecast $ie and cannot "e

sa$ed. This has no significant performance disad$antages.

+f you set theRead corrected history datafrom planning $ersion indicator% the system uses the

corrected history as the "asis for the forecast% and not the key figure you entered for historical input inthe uni$ariate profile.

Only use this setting if you ha$e corrected the historical data manually. The system

automatically takes other effects such as phase#in1out profiles and outlier correction into account.

etting the indicator ould then result in such correction "eing applied each time you e!ecute the

forecast. ee also note 222;

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+f you use the history of a =like= product to create the forecast% the system "ases the forecast on the

original history. +t does not read the corrected history of the =like= product. +t applies any corrections

you ha$e specified (Days in period% Outlier correction%Historical value markingsand1or promotion

corrections) to the original history.

-orrected 3istory

Definition

Ley figure in hich the history that has "een corrected "y the system or manually "y theuser is stored.

6ou can correct history (see steps 8 and 2 "elo) ithout storing it in this key figure. The

corrected history is then displayed in an au!iliary ro in the statistical forecast $ie and cannot "e

sa$ed. This has no significant performance disad$antages.

+f you set theRead corrected history datafrom planning $ersion indicator% the system uses the

corrected history as the "asis for the forecast% and not the key figure you entered for historical input in

the uni$ariate profile.

Only use this setting if you ha$e corrected the historical data manually. The system

automatically takes other effects such as phase#in1out profiles and outlier correction into account.

etting the indicator ould then result in such correction "eing applied each time you e!ecute theforecast. ee also note 222;

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Original19aseline 4orecast

Definition

The original forecast% sometimes knon as the "aseline forecast% is the key figure tohich the original forecast results are ritten. +n addition% any e!isting phase#in profile

and1or phase#out profile is applied to the original forecast.

The system adusts the original1"aseline forecast $alues as per the phase#in profile if thefolloing conditions are fulfilledE

5 4rom the master forecast profile% you ha$e created a phase#in profile.

8 4rom the master forecast profile% you ha$e maintained the "asic settings of the phase#in profile

that is% you ha$e assigned characteristics to the profile.

2 4rom the master forecast profile% you ha$e assigned characteristic $alues to the phase#in profile.

: The time range of the profile falls ithin the future forecast horiGon of the master forecast

profile.

; 6ou ha$e selectedMaterial fcstin the master forecast profile.

< 6ou ha$e specified that the phase#in profile affects historical data. +n the maintenance of forecast

profiles choose GotoPhase-in/out profiles Settings

? To create the forecast% you use a uni$ariate forecast profile.

The system adusts the original1"aseline forecast $alues as per the phase#out profile if the

folloing conditions are fulfilledE

4rom the master forecast profile% you ha$e created a phase#out profile.

4rom the master forecast profile% you ha$e maintained the "asic settings of the phase#out

profile that is% you ha$e assigned characteristics to the profile.

4rom the master forecast profile% you ha$e assigned characteristic $alues to the phase#out

profile.

The time range of the phase#out profile falls ithin the future forecast horiGon of the master

forecast profile.

6ou ha$e selectedMaterial fcstin the master forecast profile.

6ou ha$e specified that the phase#out profile affects historical data. +n the maintenance of

forecast profiles choose GotoPhase-in/out profilesSettings

To create the forecast% you use a uni$ariate forecast profile.

Use

1

2 ,hen you create the planning area% you include a key figure for the original

forecast.

3 +f you use any of the folloing key figures% you assign them to the 4orecast key

figure in -ustomiGing for the planning areaE

-orrected history -orrected forecast

@!#post forecast

@!#post multiple linear regression

4 6ou enter the original forecast key figure as the!orecast key figurein the master forecastprofile.

5 +f you do promotion planning% you enter the original forecast key figure as thePlanning key

figureon thePlanning areata"strip in the promotion planning orkspace.

-orrected 4orecast

Definition

The corrected forecast key figure is made up as follosE5

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8 The system takes the original forecastas the starting point.

2 +f you ha$e entered a $alue in the Days in period field in the uni$ariate forecast

profile% the system adusts the corrected forecast key figure "ased on the actualnum"er of orkdays in each period. 4or a detailed e!planation% see the 45 3elp of

this field.

UseThe prere&uisities for using the corrected history key figure are as follosE +n the planning area% you ha$e included a key figure to hold the corrected forecast.

+n -ustomiGing% you ha$e defined hich key figure in your planning area is to hold the

corrected forecast and ha$e assigned it to the "aseline forecast key figure.

+n the uni$ariate forecast profile% you ha$e made an entry in the fieldDays in period

+f you ish to see the corrected forecast key figure in interacti$e demand planning% you ha$e

included a ro for it in the planning "ook and data $ie.

6ou do not need a corrected forecast key figure for promotion planning.

Promotion

Definition

The system stores a promotion as an a"solute num"er in the promotion key figure. +f youdefine your promotion as a percentage% the system con$erts the percentage to an a"solute

num"er "efore storing it.

Use

The prere&uisites for using the promotions key figure are as follosE

...

5. ,hen creating the planning area% you ha$e included a key figure for

promotions.

8. +f you ish to release the sum of the unpromoted forecast and the promotedforecast to upply etork Planning% you ha$e included in the planning area a keyfigure to contain the total.

2. +f you ish to see the promotions key figure in interacti$e demand planning%

you ha$e included a ro for it in the planning "ook and data $ie.

:. +f you ish to see the sum of the unpromoted forecast and the promotedforecast in interacti$e demand planning% you ha$e ritten a macro that adds the to

together and displays them in a third ro of the planning "ook data $ie. This ro

can "e the key figure you defined in step 8.

;. +f you ish to release the sum of the unpromoted forecast and the promotedforecast to upply etork Planning% you ha$e ritten a macro that adds the to

together and stores the results in the key figure you created during the transfer

process in step 8.

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Planning I Planning I Promotion I /aintain Promotion Ley 4igures.

. +n the orkspace on the Promotions Planning desktop% you ha$e entered the

original forecast key figure as the Planning key figure and ha$e specified thePromotions key figure on the Planning area ta"strip.

4or more information% see Promotion Planning.

Data ,arehousing ,ork"ench

The Data ,arehousing ,ork"ench contained in AP APO is used in e!actly the sameay as the Data ,arehousing ,ork"ench of the AP et,ea$er 9usiness +ntelligence

(9+) usage type. 4or more information% see the AP >i"rary of AP et,ea$er under

AP et,ea$er >i"rary IAP et,ea$er Ley 4unctional Area I Ley 4unctionalAreas of +nformation +ntegration I 9usiness +ntelligence I Data ,arehousing I Data

,arehousing ,ork"ench.

Data ,arehousing ,ork"ench

The Data ,arehousing ,ork"ench contained in AP APO is used in e!actly the same

ay as the Data ,arehousing ,ork"ench of the AP et,ea$er 9usiness +ntelligence

(9+) usage type. 4or more information% see the AP >i"rary of AP et,ea$er underAP et,ea$er >i"rary IAP et,ea$er Ley 4unctional Area I Ley 4unctional

Areas of +nformation +ntegration I 9usiness +ntelligence I Data ,arehousing I Data

,arehousing ,ork"ench.

Planning O"ect tructures

Definition

The term planning o"ect structure comprises of

R /aster planning o"ect structuresand

R Aggregates4or more information% see the rele$ant topics.

Planning O"ect tructures

Definition

The term planning o"ect structure comprises of

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R /aster planning o"ect structuresand

R Aggregates

4or more information% see the rele$ant topics.

,orking ith /aster Planning O"ect tructures

Use

/aster planning o"ect structures are prere&uisites for creating planning areas in upply

and Demand Planning.

+n Demand Planning you can assign any characteristics that e!ist in the system to the

master planning o"ect structure.

The folloing applications ha$e fi!ed sets of standard characteristicsE

R upply etork Planning

R -haracteristic#"ased forecasting

R 4orecasting ith "ills of materialPrere&uisites

6ou ha$e created the characteristics ith hich you ish to ork.

Procedure

To edit master planning o"ect structures you ork in upply and Demand Planning

Administration% hich you access "y choosing Demand Planning1upply etork

Planning I @n$ironment I -urrent ettings I Administration of Demand Planning andupply etork Planning.

+n *DP Administration you can editE

R Planning areas

R /aster planning o"ect structures

To edit master planning o"ect structures choose Plng o"ect structures on theselection "utton (top left of the screen).

-reating /aster Planning O"ect tructures

5. -hoose -reate master planning o"ect structure from the conte!t menu.

8. On the dialog "o! that appears enter a name for the ne master planningo"ect structure and choose . The -onfigure Planning O"ect tructure screen

appears.

2. @nter a descripti$e te!t for the master planning o"ect structure.

:. 6ou no assign characteristics from the ta"le on the right of the screen. +fthe master planning o"ect structure is for use in one of the applications listed a"o$e

in the Use section% simply select the rele$ant indicator. The standard characteristics

are transferred automatically. Otherise select the characteristics that you ant to

use and then choose . imilarly you can choose to remo$e characteristics from themaster planning o"ect structure.

;. 6ou can also assign dimensions to the characteristics in your master

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planning o"ect structure. Dimensions here are similar to dimensions in +nfo-u"es

and are used to impro$e performance. To assign dimensions use the pull#don "o!

in the dimension () column of the left hand ta"le. 6ou can add further dimensions"y choosing the Add "utton at the "ottom of the screen.

O-O% you must specify these characteristics in the masterplanning o"ect structure. +n general you should use the to AP characteristics as

the "asis for the ne characteristics. The main reason for changing these

characteristics is to "e a"le to use na$igational attri"utes in Demand Planning

ithout causing pro"lems afterards in P (P does not support na$igationalattri"utes). To assign the product 1 location characteristics in the master planning

o"ect structure choose @dit I Assign prod.1loc.. @nter the rele$ant characteristics

in the dialog "o! that appears.

?. a$e your master planning o"ect structure.

-hanging Planning O"ect tructures

AP recommends that you do not change master planning o"ect structures that ha$e

"een acti$ated and that are in use in planning "ooks.

To remo$e a characteristic from a master planning o"ect structure you must firstdeacti$ate the structure.

,hen you deacti$ate a master planning o"ect structure% all characteristic$alue com"inations are deleted and the e!isting li$e-ache time series o"ects

"ecome inconsistent.

Acti$ating1Deacti$ating /aster Planning O"ect tructures

9efore you can ork ith a master planning o"ect structure (for e!ample create

characteristics com"inations or assign them to a planning area) you must acti$ate it.

6ou can do this eitherE

R 4rom the planning o"ect structure orkspace in *DP Administration "yselecting the master planning o"ect structure and then choosing Acti$ate or

Deacti$ate from the conte!t menu.

R On the -onfigure Planning O"ect tructure screen "y choosing to

acti$ate or to deacti$ate.

-haracteristic alue -om"ination

Definition

A characteristic $alue com"ination is the com"ination of characteristic $alues ith hich

you ant to plan. +t is sometimes referred to as a characteristic com"ination. 6ou can

only plan data if you ha$e defined such a com"ination.

-haracteristic $alue com"inations are planned for master planning o"ect structures. The

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com"inations are then $alid for all planning areas "ased on this planning o"ect structure.

Use

There are to paths for accessing characteristic $alue com"ination maintenance. 9oth

paths lead to the same screen.

R On the AP @asy Access screen% choose /aster Data IDemand Planning /asterData I /aintain -haracteristic alues.

R +n *DP Administration% select the rele$ant master planning o"ect structure and

then -reate -har. -om"ination from the conte!t menu.

+n "oth cases% the /aintain -haracteristic -om"inations 0ele$ant to Planning screen

appears. 3ere you can perform the folloing acti$itiesE

R enerate characteristic com"inations

6ou use this option to generate characteristic com"inations "ased on the contents ofan +nfo-u"e. The system checks hich com"inations of $alues e!ist in the

+nfo-u"e and creates them for the master planning o"ect structure.

As a result% it is essential that the same characteristics are contained in the +nfo-u"eand the master planning o"ect structure. The +nfo-u"e can contain morecharacteristics than the master planning o"ect structure. Taking the a"o$e pro$iso

into account% you can use any +nfo-u"e to generate com"inations.

ee alsoenerating /aster Data for DP.

R -reate indi$idual characteristic com"inations

6ou use this option if there is no suita"le data stored in an +nfo-u"e or the

com"inations of $alues is ne% for instance% a ne product. ee also -reating a

ingle @ntry in the /aster Data.

R Display or delete e!isting characteristic com"inations

ee alsoDisplay and Deletion of -haracteristic alue -om"inations.During operation% ne characteristic $alue com"inations occur. 4or instance% your

company introduces ne products or products are manufactured at another location. AP

pro$ides a realignment tool ith hich you create the ne characteristic $aluecom"inations automatically. 4ore more information% see 0ealignment.

Another method of maintaining se$eral characteristic $alue com"inations is to edit the

com"inations in a flat file such as a /icrosoft @!cel file% upload this file to an +nfo-u"e%and then use this +nfo-u"e to generate the characteristic $alue com"inations.

0ead the cautions a"o$e "efore deacti$ating master planning o"ect

structures.

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-reation of -haracteristic

alue -om"inations

Use

Use this function to create se$eral characteristic $alue com"inations either online or as aorklist from hich the characteristic $alue com"inations can "e created later in a

"ackground o".

Prere&uisites

6ou ha$e created and acti$ated the master planning o"ect structure.

+f you ant to create the corresponding time series o"ects% you must ha$e created andinitialiGed the rele$ant planning area.

4eatures

The function has four optionsE

R -reate /anually

6ou can create one or more characteristic $alue com"inations manually. The ne

com"inations are first placed in a orklist and can "e used as the "asis for furthercom"inations. 6ou can then check the ne com"inations. The folloing checks are

carried outE

R Duplicate entries

Do the ne entries e!ist alreadyS

R Type

Dos the ne entries ha$e the correct entry format F numerical entry

only% alphanumericalS

R pecial characters

Do the ne entries contain special characters that are not alloedS

R -on$ersion routine

Are the prere&uisites for the con$ersion routine for the characteristicfulfilledS

6ou then generate the selected com"inations. The ne characteristic $alue

com"inations are displayed immediately.

+t is also possi"le to load com"inations from other sources. 4or more details see"elo.

R >oad to ,orklist

6ou can directly load data into the orklist from other sources. These sources areE

R Planning O"ect tructuresThis is can "e the same planning o"ect structure as you are currentlyorking in. +n this case the com"inations that are loaded form the "asis

for ne com"inations to create ne com"inations you must change

the e!isting ones. Alternati$ely you can upload com"inations fromanother planning o"ect structure. +n this case the structure should "e

similar in "oth planning o"ect structures. This means that at least one

characteristic should "e the same% "ut to ork effecti$ely the

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differences should "e $ery small. The $alues of the characteristics that

are contained in the target planning o"ect structure "ut not in the

source remain "lank in the orklist and must "e filled manually orusing the 9Ad+. -haracteristics that e!ist in the source "ut not the

target are ignored.

R +nfoPro$ider6ou can upload com"inations from+nfoPro$idersin the 9usiness+nformation ,arehouse. The same remark as a"o$e apply for

+nfoPro$iders.

R 4ile

6ou can create a list of characteristic $alue com"inations as a file andupload it. 4or details of the file format% choose the +nformation icon

that appears hen you choose 4ile as the Data ource.

ote that you can upload data from a P- in online mode% "ut canaccess the application ser$er in "oth online and "ackground mode.

R 9usiness Add#+n (9Ad+)+f you ha$e implemented the -O/9+@0+-3 method of the

1APAPO1DP/AT@0 9Ad+% you use it to import data to theorklist. 4or more information% see the +/ under 9usiness Add#+ns

# Additional 4unctions for -haracteristic alue -om"inations.

R enerate +mmediately

The system generates the ne characteristic $alue com"inations from the same datasources as a"o$e immediately ithout creating a orklist.

R enerate in 9ackground

+n a "ackground o" the system generates the ne characteristic $alue com"inations

from the same data sources as descri"ed a"o$e in>oad to ,orklist% ithout creatinga orklist.

Acti$ities

,orking ith the ,orklist

The orklist is "ased on the AP >ist ieer see A> rid -ontrol (9-#0#

A>). This means that you ha$e the usual functions to change% filter and sort thedisplay. The folloing functions are particular to the orklist

+con 4unction -omment

-reate ro -reates a ne ro in the orklist. 6ou enter ne $alues either

$ia the key"oard or "y using the 4: help.

-opy ro 6ou select an e!isting entry and choose this icon. The system

creates an identical that you must then change to create a ne

characteristic com"ination.

0eplace

characteristic $alues

4or the selected ros in the orklist you can replace one

characteristic $alue ith another. ,hen you click on the icon adialog "o! appears in hich you choose the characteristic% the

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$alue to "e replaced% and the ne $alue.

-heck

@ntries

-arries out the checks descri"ed a"o$e in the -reate /anually

section for the selected ros.

enerate

com"inations

enerates characteristic $alue com"inations from the selected

ros. +f you ha$e set the Adust Time eries O"ects indicatoron the initial screen% these are also created. (4or more

information% see the 45 help for this indicator.)

>og Displays the log for the current session

+f you load data from the current planning o"ect structure into the

orklist and change entries% these com"inations are not changed in the

planning o"ect structure. e com"inations are created% "ut the e!istingcom"inations are neither deleted or changed. +f you ant to do this% use

0ealignment.

Adustment of Time eries O"ects

Use

+n general hen you create characteristic $alue com"inations you also create thecorresponding time series o"ects "y setting the Adust Time eries O"ects indicator.

3oe$er there are situations here this is not ad$isa"leE

R 6ou ha$e created many characteristic $alue com"inations. ince creating the time

series o"ects takes longer than creating the characteristic $alue com"inationsthemsel$es% it can impro$e system performance if you do this in a "ackground o"%

scheduled for a lo#load period such as at night or the eekend.

R e$eral o"s run simulataneouly for the same master planning o"ect structure.This can cause inconsistencies. The cases in hich this can happen are less than in

earlier releases. The main case is hen se$eral users create characteristic $alue

com"inations at the same time.

Prere&uisites

Time series o"ects already e!ist for the master planning o"ect structure. This means that

you ha$e initilaiGed at least one planning area "ased on the master planning o"ectstructure.

Acti$ities

6ou start this function from *DP Administration for planning o"ect

structures "y selecting the rele$ant master planning o"ect structure and choosing Adust

Time eries from the conte!t menu. On the Adust Time eries O"ects screen that

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appears you can see if the function needs to "e e!ecuted "y choosing the icon ith the

&uick info te!t Time series to "e adusted. The system displays the num"er of times series

o"ects to "e created or deleted.

6ou can also specify that the system creates an error log hen it e!ecutes the program.

+t is also possi"le to create a program $ariant and thus run the program in the "ackground.

Aggregate

Definition

The aggregates in APO are not the same as those in the 9usiness +nformation ,arehouse(9,)% "ut they ha$e the same purposeE to speed up data access and therefore increase

performance. AP recommends that you use aggregates in Demand Planning.

These aggregates are sometimes referred to as persistent aggregates% in particular hen

talking a"out detail and aggregate le$els in interacti$e planning.

Use

An APO aggregate contains a su"set of the characteristics in the master planning o"ect

structure. The creation and use of aggregates is optional. The data is alays sa$ed on the

loest le$el of detail. +f aggregates e!ist% the system sa$es the planning data on thedefined aggregate le$els as ell as on the loest le$el of detail. The data is sa$ed tice%

"ut consistently that is% the sum of the details e&uals the aggregate $alue.

AP recommends that the aggregates you "uild in APO for planning data also e!ist in

9, for actual data.

+f you ant to sa$e fi!ed $alues at aggregate le$el that is not at detail le$el of the master

planning o"ect structure% in a planning "ook% you must create aggregates for this le$el.

Otherise the data is only sa$ed at detail le$el.

6ou cannot form aggregates for na$igational attri"utes

ee alsoE

4i!ing Ley 4igure alues

Aggregates are discussed in detail in O note ;C22

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planning le$el affects the other le$els.

Prere&uisites

To "e a"le to fi! a key figure in interacti$e planning% the folloing prere&uisites must "e

metE

R The key figure must ha$e a calculation type that allos for disaggregation% fore!ample% pro rata or "ased on another key figure. A calculation type for a$erage

calculations or o -alculation are not alloed. The system pre$ents you fromcreating such planning areas ith key figures for fi!ing.

R 6ou ha$e included the key figure in the planning area. 6ou ha$e defined this key

figure as a 4i!a"le Ley 4igure. +f you also ant to fi! key figures ith Gero $alues%

you must ha$e set the Vero alloed and 4i!a"le Vero indicators.

...

4eatures

Propagation of 4i!ing +nformation

+f you ork ith the propagation of fi!ing information% you can create and fi! data at anaggregated le$el ithout ha$ing created a fi!ed aggregate for this le$el. The prere&uisite

is that you are orking at aggregated le$el and the detail le$els are not $isi"le. +f you fi!a $alue at aggregated le$el in this case% the system propagates the fi!ing information at

the detail le$els% meaning that it fi!es the $alues at the detail le$els as ell. +f you unfi! a

$alue at aggregated le$el% the system also unfi!es the $alues at the detail le$els.

+f the detail le$els are $isi"le% hoe$er% and you fi! a $alue at aggregated le$el% the

system does not automatically propagate the fi!ing information at the detail le$els.

+f you fi! all the $alues at the detail le$els% the system does not fi! the corresponding total

$alue at the aggregated le$el. 3oe$er% the $alue is displayed as fi!ed.

+f you ork ith se$eral fi!ed $alues at the detail le$els% at least one$alue and the total must "e ready for input% meaning they should not "e fi!ed.

Otherise the system cannot make any changes.

+f a firm aggregate e!ists for a specific le$el and you fi! it% the system propagates the

fi!ing at the detail le$els as ell. The aggregate itself remains fi!ed e$en after you sa$e.

Acti$ities

4unctions for 4i!ing in +nteracti$e Planning

4unction Procedure

4i! a key figure $alue Dou"le#click in the cell for the key figure$alue. Alternati$ely% click on the cell ith

the right mouse "utton and choose 4i!cell.

A padlock icon and a pink font indicate

that this $alue is no fi!ed.

Unfi! a key figure $alue Dou"le#click in the cell for the key figure

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$alue. Alternati$ely% click on the cell iththe right mouse "utton and choose Unfi!.

a$e a $alue as a fi!ed $alue a$e the planning "ook.

,hen orking ith different aggregate le$els% onlydisplay the key figures that are currently of interest. Use the key figureselection icon () from the tool"ar a"o$e the planning ta"le to do this. This

makes the display more intelligi"le.

@!ample

6our planning "ook contains the folloing characteristicsE

R ales organiGation

R >ocation

R Product

R -ustomer6ou start interacti$e planning ith a planning "ook at the ales OrganiGation 5CCC le$eland drill don on the location. 9efore you display any details% you enter a $alue% fi! and

sa$e it.

+f you no drill don on some products% they ha$e all "een fi!ed.

6ou can unfi! one line% for instance the last. The total is automatically unfi!ed so

that the data remains consistent. +n the e!ample "elo% if you add 5C to the total 2CC% this

is added to the unfi!ed lines% that is the : in the last line is increased "y 5C.

6ou can also use the function to change the distri"ution to each detail line. To do so%unfi! the lines that should "e changed and fi! the total. The sum of the unfi!ed lines

remains constant. +f you change ;8 to 5C in the e!ample "elo% the system automatically

changes ; to 5CC.

Using this procedure it is $ery easy to generate negati$e entries% hich

make no sense for planning purposes. +n the a"o$e e!ample% if you ere to

enter 8CC instead of 5C% the $alue for P: ould "e changed to FBC.

+f you no sa$e the planning "ook% the total only remains fi!ed if there is an aggregate

for this characteristic com"ination% in this case for sales organiGation and location.

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aila"le for administrati$e purposes.

4eatures

6ou can run consistency checks for

R /aster planning o"ect structures

R Aggregates

R -haracteristics

The checks that you can select are dependent on hich type of o"ect you select.

6ou choose the elect checks "utton to select these checks. 9y clicking on the 3elpicon you can display the online help for each check. This also tells you if it is possi"le to

use the 0epair option ith this check to automatically correct any errors found in the

o"ect.

6ou can use the election -ondition and rouping -ondition "uttons to restrict the

characteristic $alue com"inations that are checked.

There are to modes

R AnalyGe

The selected check(s) are carried out. A results screen appears from hich you cango to a more detailed log.

R 0epair

+f the selected check permits (see online help for check)% the system automatically

tries to correct any errors it finds. As a"o$e a results screen appears from hich youcan go to a more detailed log.

Acti$ities6ou access the checks either "y choosing Ad$anced Planning and OptimiGation I APO#Administration I -onsistency -hecks I Demand Planning I -onsistency -heck for

Planning O"ect tructure or

in maintenance of a planning o"ect structure "y choosing @!tras I -onsistency -heck.

On the screen that appears you select the type of o"ect that you ant to check (masterplanning o"ect structure% aggregate% or characteristic) and enter the name of the o"ect.

6ou first run the checks in Analyse mode% and then if any errors are detected that can "e

corrected in 0epair mode (deselect unnecessary checks).

Planning Area

Definition

Planning areas are the central data structures for Demand Planning and upply etorkPlanning.

The planning area is created as part of the Demand Planning1upply etork Planning

setup. A planning "ook is "ased on a planning area. The end user is aare of the planning

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"ook% not the planning area. The li$e-ache o"ects in hich data is sa$ed are "ased on

the planning area% not the planning "ook.

The planning area specifies the folloingE

R Unit of measure in hich data is planned

R -urrency in hich data is planned (optional)

R -urrency con$ersion type for $ieing planning data in other currencies (optional)

R torage "uckets profile that determines the "uckets in hich data is stored in this

planning area

R Aggregate le$els on hich data can "e stored in addition to the loest le$el of

detail in order to enhance performance

R Ley figures that are used in this planning area

R ettings that determine ho each key figure is disaggregated% aggregated% andsa$ed

R The assignment of key figures to aggregates

upply etork Planning comes ith predefined planning areas. 6ou can also define

your on planning areas.

Use

6ou define planning areas in *DP Administration.

tructure

6ou assign a planning area to a master planning o"ect structure% hich in turn is assigned

characteristics and aggregates.

hich in turn is assigned characteristics and aggregates.

6ou assign the key figures ith hich you ant to ork directly to the planning area.

torage 9uckets Profile

Definition

There are to kinds of time "ucket profilesE one is used for storing data (the storage"uckets profile)% and the other for planning the data (the planning "uckets profile).

A storage "uckets profile defines the time "uckets in hich data "ased on a gi$en

planning area is sa$ed in Demand Planning or upply etork Planning.

+n a storage "uckets profile% you specifyER One or more periodicities in hich you ish the data to "e sa$ed

R The horiGon during hich the profile is $alid.

6ou can also include a time stream in storage "ucket profile. 6ou use time streams to

incorporate factory calendars and other planning calendars in Demand Planning. 6ou canthus specify hich days are orkdays and hich days are holidays. 6ou define time

streams in -ustomiGing under APO I /aster Data I -alendar I /aintain Planning

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-alendar (Time tream). 0efer to the implementation guide (+/) "efore editing time

streams.

6ou assign the time stream to the storage "ucket profile in the rele$ant field at the "ottomof the screen.

6ou select the periodicities month and eek in the storage "ucketsprofile. 6ou do not enter a time stream. Data for the months of Hune and Huly

8CC5 is stored in the folloing "uckets% also knon as technical periods.

Time span um"er of

days

4riday through unday%

Hune 5#2

2 days

/onday through

unday% Hune :#5C

? days

/onday throughunday% Hune 55#5?

? days

/onday throughunday% Hune 5#8:

? days

/onday throughaturday% Hune 8;#2C

< days

unday% Huly 5 5 days

/onday throughunday% Huly 8#

? days

/onday through

unday% Huly B#5;

? days

/onday through

unday% Huly 5

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technical periods take up storage space. On the other hand% you must include all the

periodicities in hich you intend to plan. 4or e!ample% if you intend to plan in months%

you must include the periodicity month in the storage "uckets profile.

6ou need a storage "uckets profile "efore you can create a planning area.

The storage "uckets profile can "e used for the release to P. 4or more information%

see 0elease of the Demand Plan to P.

The ay data is sa$ed is further defined "y the ay you customiGe the -alculation typeand Time#"ased disaggregation in the planning area. 4or more information% see

Aggregation and Disaggregationand the 45 3elp for these fields.

To define the "uckets in hich data is displayed and planned in interacti$e planning%

create a planning "uckets profile. 4or more information% seePlanning 9uckets Profile.

6ou maintain storage "ucket profiles in -ustomiGing under upply -hain Planning I

Demand Planning I 9asic ettings I Define torage 9ucket Profile.

Once a storage "uckets profile is in use% it is not possi"le to change it. +t is

therefore sensi"le to specify a relati$ely long horiGon. ince the storage"ucket profile does not take up any room in li$e-ache% this does not affectperformance.

Planning 9uckets Profile

Definition

+nformation that is incorporated into the definition of the past or future time horiGon ofdemand planning. The planning "uckets profile defines the folloingE

R ,hich time "uckets are used for planningR 3o many periods of the indi$idual time units are used

R The se&uence in hich the time periods ith the $arious time units appear in theplanning ta"le

Use

R 6ou can plan in monthly% eekly% daily or (com"ined ith fiscal year $ariants)

self#defined periods.

R ,hen you create a planning "uckets profile% only use the periodicities or a su"setof the periodicities that are also defined in the storage "uckets profiles (see storage

"uckets profiles) on hich the planning area is "ased. +n a planning "uckets

profile% do not include a periodicity that is not in the storage "uckets profile.

R 6ou can ha$e multiple planning "uckets profiles% and therefore multiple planninghoriGons% for one planning "ook. The planning "uckets profile is attached to the

data $ie ithin the planning "ook. 6ou could ha$e three data $ies for three

users% for e!ample% here a different planning "uckets profile is $alid for each$ieE /arketing plans in months% sales plans in months and eeks% and logistics

plans in eeks and days.

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R To sitch to a different planning "uckets profile in interacti$e planning% you open

the planning "ook iGard "y changing to Design mode and choosing the -hange

Planning 9ook "utton. On the Data ie ta" page% enter a name and description forthe ne $ie as ell as the re&uired time "ucket profiles and any other necessary

data.

R +f you specify a historical planning horiGon in the data $ie% the first historicaltime "ucket starts on the day "efore the future planning horiGon start date. The

second historical period "egins further "ack in the past% and so on. +f you plan in

eeks% the first day of the eek is alays /onday.

R +f you plan in eeks and the planning horiGon start date as specified in the data$ie of the planning "ook is not a /onday% the first eek of the planning horiGon is

predated to the pre$ious /onday. 4or e!ample% if the planning horiGon start date as

specified in the planning "ook is o$em"er 5% 8CC5 (a Thursday)% the first eek ofthe planning horiGon "egins on Octo"er 8B% 8CC5 (a /onday).

R +f the planning "uckets profile contains smaller and larger time "uckets% for

e!ample eeks and months% the smaller time "uckets take precedence if any

conflict arises. +f% for instance% you ha$e specified that the first month is to "eplanned in eeks and the month does not start or end on a /onday% the system

creates ; time "uckets of a eek's duration. 4or e!ample% you start planning on

Hanuary C5% 8CC5 and specify that the first month (Hanuary) is to "e planned ineeks. The first ; time "uckets from Hanuary 5 to 4e"ruary : are in eeks. The first

month "ucket is shortened and is from 4e"ruary ; through 4e"ruary 8.

R +f you forecast using mass processing o"s% the length of the planning horiGon is a

$ital prere&uisite for "eing a"le to sa$e corrected history and the corrected forecast.The historical planning horiGon in the planning "ook must include the historical

forecast horiGon in the master forecast profile. +t may also go further "ack into the

past than the historical forecast horiGon in the master forecast profile. +t must not "eshorter than in the master forecast profile. imilarly% the future planning horiGon in

the planning "ook must include the future forecast horiGon that is defined in the

master forecast profile. +t may also e!tend further into the future than the futureforecast horiGon in the master forecast profile. +t must not "e shorter than in the

master forecast profile. This restriction is necessary for performance reasons. +t

does not apply if you forecast in interacti$e demand planning.

R To read the data for the online release of the demand plan to P% you canuse a planning "uckets profile. 4or more information% see 0elease of the Demand

Plan to P.

R To release the demand plan to upply etork Planning in daily "uckets%

you use a daily "uckets profile% that is a planning "uckets profile containing daily"uckets only. The use of a time "uckets profile to release data to upply etork

Planning is optional. ee also0elease of the Demand Plan to Pand 0elease

from an +nfoPro$ider to P.

R To see the start and end dates of a period in a planning "ook or in the demand

planning ta"le% dou"le#click ith the right mouse "utton on the column heading. +n

this dialog "o!% you can also configure hat information you ant to see in the

column heading.

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R The "uckets in hich the data is stored in the system are knon as storage

"uckets or technical periods. 6ou define these technical periods hen you create a

storage "uckets profile. 4or information on ho technical periods affectdisaggregation and rounding% see@!ample of Disaggregation and 0ounding.

tructure

After you ha$e created the planning "uckets profile% use it for the definition of the future

planning horiGon and of the past horiGon "y entering them in a planning "ookE onehoriGon as future planning horiGon and one as past horiGon. The system displays the

horiGons in interacti$e demand and supply planning starting ith the smallest time "ucket

and finishing ith the largest time "ucket. The future horiGon starts ith the smallest time"ucket% on the planning horiGon start date% and orks forards% finishing ith the largest

time "ucket. The past horiGon starts ith the smallest time "ucket the day "efore the start

of the future horiGon and orks "ackards% finishing ith the largest time "ucketE

@!ample

um"er ofperiods

9asicperiodicity

4iscal year$ariant of "asic

periodicity(optional)

Displayperiodicity

4iscal year$ariant of

displayperiodicity

(optional)

8 6

5 6 /

8 / ,

+n the a"o$e e!ample% the time horiGon spans to years. Of these to years% the first year

is displayed in months. The first to months of this year are displayed in eeks.

The first ro defines the entire length of the time horiGon. The folloing ros define thedifferent sections of the horiGon. 6ou make entries in the columns um"er and Display

periodicity. The content of the other columns is displayed automatically hen you press

@nter. To see e!actly hich "uckets ill "e displayed% choose Period list.

-reating Planning Areas

Prere&uisites

6ou ha$e created a master planning o"ect structure.

Procedure

...

5. -hoose Demand Planning I @n$ironment I -urrent ettings I Administrationof Demand Planning and upply etork Planning. The Planning Area $ie

appears automatically.

8. elect the Planning areas node and -reate planning area from the conte!t menu.

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The -reate Planning Area dialog "o! appears.

2. @nter a name for the ne planning area% the master planning o"ect structure% a

storage "ucket profile and a unit of measure for the planning area. 6ou can alsoenter a currency for statistics and e!change rate type.

+f you access historical data from +nfo-u"es% you must ensure that theunits of measure in the +nfo-u"e and the planning area are the same.

:. -hoose @nter. A ne screen appears% at the Aggregate ta" page. The

system automatically copies the aggregates from the master planning o"ectstructure. +f you do not ant to use an aggregate in the planning area% select it and

then choose . ote that this feature is only a$aila"le for P planning areas.

;. On the Ley figs. ta" page assign key figures to the planning areas. +n the

right#hand ta"le you can see all the a$aila"le key figures in the system. elect there&uired key figures and choose to transfer them to the planning area. The system

creates for each key figure a planning o"ect at detail le$el and at each aggregate

le$el.4or more details of these planning o"ects% choose . +f a key figure is to

"e taken from an +nfo-u"e% enter the +nfo-u"e here.

+f a key figure is taken from an +nfo-u"e% the units of measure must "e

the same in the +nfo-u"e and the planning area.

/ost of the other fields on this screen are for use in P planning areas fordetails refer to the 45 help. +n Demand Planning the Ley 4igure emantics field is

used hen planning ith "ills of material. for more details see4orecasting ith

9ills of /aterial.

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the planning area.

4eatures

6ou can change a planning area as long as there are no time series and the planning area

has not "een initialiGed. +f there is one or more time series for the planning area% thesystem enters planning area maintenance in display mode. 6ou can still use se$eral

features% such as data e!traction% in change mode.

Planning Area -heck

+n change or display mode you can start a check for the planning area. This check is lesse!tensi$e than the full consistency check. The system checks

R the consistency of the data"ase entries

R that the planning o"ect structure is $alid

R the num"er of key figures

o log is created. The check stops as soon as the first message is issued. To start thecheck% choose .

4unctions a$aila"le under the oto /enu

election /anagement

This function refers to the selections used in forecasting. 4or more details% see

elections in 4orecasting. This function is not to "e confused ith selection organiGationas can "e accessed from the AP @asy Access screen (see election /anagement).

o to /aster Planning O"ect tructure

9y choosing oto I /aster Planning O"ect tructure you can go directly to the master

planning o"ect on hich the planning area is "ased. +f the master planning o"ect has"een deacti$ated% it is possi"le to change it% otherise the system sitches to Display

mode.

A similar function lets you go from a master planning o"ect structure to its dependentplanning areas.

o to >inked Planning 9ooks

9y choosing oto I >inked Planning 9ooks you can start interacti$e planning for

planning "ooks in the planning area. +f there is more than one planning "ook for theplanning area% a dialog "o! appears here you can choose a planning "ook.

otes O$er$ie

3ere you can call up the notes o$er$ie for the planning area. eeotes

/anagement.

Transport -onnection

Use this function to transport the planning area% planning "ooks% selections% and so on to

other systems. 4or more information see the +/ documentation for Demand Planning

(DP) under 9asic ettings I/aintain /anual Transport >ink for DP1P and the APote

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area has already "een initialiGed. 6ou can also add or delete key figures. 3oe$er% you

can only delete key figures that are no longer used in planning "ooks% data $ies% macros%

or demand forecasts. 6ou can find out in hich o"ects a specific key figure is used iththe here#used list.

Only e!perienced users should "e alloed to delete key figures or changekey figure properties in initialiGed planning areas. +f you make changes here%

the time series o"ects ha$e to "e adusted directly in li$e-ache and in thedata"ase. ince these changes are time#consuming% e recommend that you

make the changes to key figure properties in the "ackground.

4orecast ettings

+t is possi"le to use se$eral key figures for the forecast. 6ou can use this function tospecify hich key figures contain the other information re&uired for forecasting in

Demand Planning.

6ou can specify key figures for the folloings functionsE

R -orrected historyR -orrected forecast

R @!#post forecast

R @!#post multi#linear regression

and assign them to a forecast key figure.

Use of this function is optional. 3oe$er% if you do not enter a key figure in one ofthese fields% you cannot sa$e this information. +t is possi"le to create se$eral

com"inations for one planning area% "ut each key figure can only "e used once. 4or more

information on forecasting% see Definition10edefinition of 4orecast /odels.

Parallel Processing for +nitialiGation

6ou can define the technical system settings for the parallel processing of planning "ookinitialiGation. 6ou can specify the num"er of characteristic $alue com"inations in a "lock%

the minimum num"er of com"inations to initiate parallel processing% and the ma!imum

num"er of parallel processes. 4or more information% see the 45 help for the rele$antfields. -hoose ettings I Parallel Processing of +nitialiGation.

@!port Data ource

6ou can also generate an e!port data source to transfer data from the planning

area to an +nfo-u"e% see for e!ample% @!tracting Data from a Planning Area.

6ou can also access se$eral tools for use ith data e!traction. 4or more details% see

Tools for @!traction from Planning Areas.

-onsistency -hecks6ou can start consistency checks for notes% selections% and dependent planning "ooks. 4ormore information% see-onsistency -hecks for Planning Areas.

Acti$ities

+f you ant to change a planning area% from the AP @asy Access screen% choose Demand

Planning I @n$ironment I Administration of Demand Planning and upply etorkPlanning. elect a planning area and in the conte!t menu choose -hange.

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-onsistency -hecks for Planning Areas

Use

The consistency of planning area data is paramount importance for smooth e!ecution ofthe Demand Planning processes. -hanges in a planning area can result in inconsistencies

in su"ordinate o"ects. These functions let you check the consistency of the data in

$arious areas.

4eatures

6ou can check the consistency of the folloing o"ects from planning area maintenanceE

R otes ta"le

R election ta"le

R The planning "ooks that use the planning area

R The time series in >i$e-ache9oth notes and selections are stored internally in a ta"le that is created together ith theplanning area. +f the planning area is su"se&uently changed% for instance characteristics

are created or deleted% the su"ordinate ta"les may not agree ith the planning area. uch

inconsistencies may cause the program to terminate. The check for selections is the sameas the one you can access from selection management.

The system also checks the standard interfaces in P.

The fourth option is a consistency check for time series >i$e-ache o"ects. The system

checks that the corresponding o"ects for the planning area e!ist in >i$e-ache. Othermore specific checks are also a$aila"le F see the 45 help for more details.

+n se$eral cases you can correct any inconsistencies that the system finds immediately.

This of course depends on the se$erity of the pro"lems found.

Acti$ities

6ou start the consistencies checks from planning "ook maintenance. -hoose @!tras I-onsistency -hecks and then the check you ant to start. +n all cases a further screen

appears on hich you can make the necessary detail settings. 6ou the choose @!ecute to

start the checks. An application log appears after the checks ha$e run. +n it are listedE

W The checks that ha$e run

W Any arnings.

W Any errors

+t is also possi"le to schedule the checks as a "ackground o"s "y choosing Program I@!ecute in 9ackground.

Time eries -onsistency -heck

This check is only possi"le if time series o"ects e!ist for the planning area. This means

that you ha$e initialiGed at least one planning $ersion. +n a Demand Planning en$ironm

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Planning Area 4unctions in

*DP Administration

Use

e$eral functions for planning areas are directly a$aila"le in *DP Administration. 6ouaccess all functions from the conte!t menu.

4eatures

/aintenance 4unctions

6ou can change% delete and copy planning areas.

6ou can change a planning area as long as you ha$e not created any

time series o"ects for the planning areas.

To display the details of a planning area choose Detail from the conte!t menu. A second

screen area appears on the right. 3ere you can find information such as

R eneral information% for e!ample storage "ucket profile% unit of measure

R Details of master planning o"ect structure% including the key figures that ha$e"een assigned. The details of the key figures contain the +nfo-u"e if rele$ant% the

P details (key figure semantic% category group etc.)% and the disaggregation

settings as used in the planning area.

R Details of any aggregates. The same information is pro$ided as for the masterplanning o"ect structure.

R Administrati$e data such as ho created or changed the planning area hen.

R A list of the planning "ooks that are "ased on the planning area.

+t is possi"le to go directly from this detail screen to indi$idual o"ects% for e!ample aplanning "ook% "y dou"le#clicking on it.

e$eral functions that in pre$ious releases ere a$aila"le from the

conte!t menu ha$e "een mo$ed to ithin planning area maintenance (see@diting Planning Areas and Additional 4unctions). -onse&uently it is no

possi"le to enter planning area maintenance e$en if the planning area has

acti$e time series o"ects. +n this case you cannot change the planning area

itself% "ut can access and change the additional functions.

Time eries

9efore you can create and ork ith planning "ooks% you must create time series o"ects

for the planning area. This process is sometimes knon as initialiGing the planning area.The system creates a netork of characteristics and key figures in >i$e-ache.

6ou create time series o"ects for a $ersion and a period of time. 6ou can delete time

series o"ects and see hich time series o"ects e!ist for a planning area.

As of 0elease :.C it is possi"le to choose the initialiGation period for each key figureindi$idually. This means% for e!ample% that you initialiGe key figures for historical data

only in the past and forecast key figures only in the future. 6ou can thus reduce the

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On the initial screen% enter the report program1APAPO1TPA0@A++T+A>+V@.

-hoose .

8. @nter the re&uisite data as descri"ed in Planning Area 4unctions in *DPAdministration.

2. -hoose to sa$e the selection data as a $ariant. On the screen that appears%

enter a name and a description for the $ariant. -hoose .

:. 4rom the menu% choose Program I @!ecute in 9ackground.

;. On the screen that appears% enter the "ackground print parameters. -hoose

a$e.

i"rary documentation for -omputing -enter/anagement ystem (9-#--/).

etting Up 0olling +nitialiGation

+f you ant the system to roll o$er periodically ithout scheduling the same o"

repeatedly% you should use selection $aria"les to enter relati$e dates. The system thencalculates the start and end dates each time the report is e!ecuted. 4or instance% you

specify that the initialiGation period should "e from 58 months in the past to 58 months in

the future. +f todayXs date is Huly 5% 8CC2% this means that the initialiGation period starts on

Huly 5% 8CC8 and ends on Hune 2C% 8CC:. +f the report is started ane on August 5% 8CC2%change the dates to August 5% 8CC8 and Huly 25% 8CC:.

?. On the a$e as ariant screen select the election aria"le indicator for the

tart1@nd Date field.

. -hoose the election $aria"les "utton on the tool"ar.

B. +n the ta"le that appears% click on the traffic lights in column D so that the

lights change to green. -lick on the pull#don that appears "eneath the name of the

field (0DAT). A list of possi"le entry types appears. -hoose an entry type for arange such as 9eginning of mth#!! months% end of mthYyy months. -hoose .

5C. +n the dialog "o! that appears% enter the num"er of periods in the past or

in the future for start and end dates. -hoose .

55. -hoose .

58. -ontinue as in step 2 in the main procedure.

ee alsoE

ariantsin the AP >i"rary for the A9AP ,ork"ench

and in particularUsing aria"les for Date -alculations.

Time eries Data /anagement in Demand Planning

Use

This function ena"les you to use data from Time eries Data /anagement (TD/) in

planning areas of Demand Planning (DP).

Prere&uisites

6ou ha$e configured and acti$ated Time eries Data /anagement. 4or more

information% see Time eries Data /anagement.

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4eatures

6ou can ork ith time series data in the planning area at the folloing planning le$elsE

Z at location product le$el if the master planning o"ect structure contains thecharacteristics product and location

Z at detail le$el ith any characteristics in the master planning o"ect structures

+n this case% planning must take place at the most detailed le$el. This function is not

a$aila"le for orking ith planning areas of upply etork Planning (P) orith data from er$ice Parts Planning (PP).

ote the folloing general constraints hen orking ith TD/ inDemand PlanningE

Z 6ou cannot use any time series data in characteristics#"ased

forecasting.

Z 0ealignment is not possi"le for planning areas that useTD/.

Planning

6ou can carry out planning ith TD/ key figures at location product le$el or at detail

le$el if you are at the correct planning le$el. +f not% the corresponding key figures are notready for input in interacti$e planning. +n mass processing% you must select the correct

planning le$el as the aggregation le$el.

0eports

6ou can use the folloing reports hen orking ith time series dataE

Z 1APAPO1T-3@-L/AT@0DATA

6ou can use this report to check if all the master data e!ists for the location

products of a planning o"ect structure.Z 1APAPO1TD/P>O9>+T@@0

6ou can use this report to generate a list of location products that are used in a timeseries data type for a specific time period. 6ou can e!tend this list in a ord#

processing or spreadsheet program ith free characteristics and their $alues. Then

you can upload these characteristic $alues com"inations to a planning o"ectstructure. 4rom the AP @asy Access screen% choose Ad$anced Planning and

OptimiGation I /aster Data IApplication#pecific /aster Data I Demand

Planning I /aintain -haracteristic alues. 4or more information% see -reation of

-haracteristic alue -om"inations.

6ou can sa$e the list the report generates ith [> or T[T format. Toupload the list at a later time% hoe$er% you need format T[T.

Acti$ities

Planning Area /aintenance

eneral ettings for TD/

6ou make the settings for TD/ in planning area maintenance on the +nfo ta" page. 3ere

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you specify hether you ant to plan ith time series data at location product le$el or at

detail le$el. +n "oth cases you must specify a times series type for hich you ha$e

defined a corresponding time series data type in -ustomiGing for TD/E

Z TD/ at location product le$el

elect a mode A time series data type. +f you ork ith locations for hich you

ha$e set the $irtual child location (->) or third#party order processing (TPOP)indicator in the location product master% use type -.

Z TD/ at detail le$el

elect a time series data type ith mode 9.

Use -hange 3istory

6ou can also specify that the system records hen data in TD/ is changed in a changehistory. 4or this% the folloing prere&uisites must "e fulfilledE

Z 6ou ha$e set the TD/ -hange 3istory indicator in planning area maintenance on

the +nfo ta" page.

Z 6ou ha$e set the -hange 3istory indicator in -ustomiGing for Time eries Data/anagement under -onfigure Time eries Data /anagement.

6ou must also make sure that you ha$e set the o -hange 3istory indicator for key

figures for hich the system is not to record changes.

Define TD/ Ley 4igures

4or key figures that use TD/% select the se