Exercise Objectives
Task 2: Interactive Demand Planning
During the demand planning process at your company, the forecast data is usually generated using mass processing jobs. In this task, however, you will first create interactive sales quantities and then analyze the disaggregation in the next exercise.
1. Select your planning book DPBOOK## and data view DEMAND PLAN, then load the data for product P-102 through your selection. Do you find your customer correction here? Why or why not? In the FORECAST key figure of the planning table, plan 1000 pieces each month for the next five months (not including the current month) using the distribution operator and save.
How is the demand plan calculated?
Solution 1: Working with the Interactive Planning Table
Task 1: Selection IDs in Demand Planning
During the demand planning process, each demand planner plans the objects for which he or she is responsible. You need to configure predefined selections to speed up access to data and forecasts. In the next exercise, you will create two example selection IDs and assign them to the planner's planning book to support the demand planning process.
1. Selections enable easy access to characteristic combinations that are required on a daily basis. For this reason, in your DPBOOK## planning book in the DEMAND PLANdata view in Interactive Planning, create a selection called
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PRODUCT##for the version 000, and enter the products, P-102 through P-104. Assign the selection, PRODUCT##, to your selection profile. Load the data for product P-102. Is actual data displayed for the past?
a) Advanced Planning and Optimization → Demand Planning → Planning → Interactive Demand Planning.
b) Save your planning book DPBOOK##, click the triangle to expand the data views, and double-click the DEMAND PLAN view.
c) Choose the Selection Window symbol.
Next to Show, choose APO Product. In the lower section, you can now store conditions for the products. The version 000 will default since it is the only active version that exists. In the next row, select APO Product, and on the right side click the Multiple Selection symbol.
Click the Range tab to enter the product range P-102 to P-104 and when finished select the copy symbol .
d) Select Save and enter PRODUCT## as the selection description.
Click Save and then Copy.
e) To enable easy access to this selection, assign the selection to your user ID by clicking the Selection Profile bar. A dialog window opens. Drag your selection from the right side of the window to the book on the left side. Choose Save and Adopt.
f) To load the data, first double-select the selection PRODUCT##, and then the product P-102. The previous year's sales data should immediately be visible in the table. Scroll to past dates in the table to check if the historical data from the InfoCube is displayed in the ACTUAL SALES key figure. The actual data should now be displayed.
It was loaded from the InfoCube version 000 when you loaded the data.
2. In your DPCOLL## planning book and in the DPCOLL## data view, create a selection called COLL## for version 000, product P-102, and customer 0000001032, and assign it to your logon ID.
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Plan 20 pieces in month 2 in the Customer Correction key figure for this characteristic value combination. Save your plan.
a) Advanced Planning and Optimization → Demand Planning → Planning → Interactive Demand Planning.
b) In the selection area, select the triangle next to your DPCOLL##
planning book to expand the views, then double click the DPCOLL00 data view.
c) Choose the Selection Window symbol. Choose APO Product under Show and define only product P-102 and customer 0000001032.
To save the selection as COLL##, click Save Selection. Enter COLL## as the selection description. Click Save and then Adopt.
d) To enable easy access to this selection, assign the selection to the selection profile by pressing the Selection Profile bar. A dialog window opens. Drag your selection from the right side of the window to the book on the left side. Choose Save and Adopt.
e) Double-click the selection, then double-click the displayed
characteristic value combinations, then enter 20 pieces in month 2 in the Customer Correction key figure. Save your plan.
Task 2: Interactive Demand Planning
During the demand planning process at your company, the forecast data is usually generated using mass processing jobs. In this task, however, you will first create interactive sales quantities and then analyze the disaggregation in the next exercise.
1. Select your planning book DPBOOK## and data view DEMAND PLAN, then load the data for product P-102 through your selection. Do you find your customer correction here? Why or why not? In the FORECAST key figure of the planning table, plan 1000 pieces each month for the next five months (not including the current month) using the distribution operator and save.
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How is the demand plan calculated?
a) Select your planning book DPBOOK## and double-click the DEMAND PLAN view.
b) Load the data for product P-102 by double-clicking the PRODUCT##
selection ID and then product P-102. Your customer corrections appear here as well, because both planning books belong to the same planning area.
c) To select the next five periods (not including the current month), hold the left mouse button and drag your cursor over the column headers.
Click the Distribute symbol, check the horizon, enter 1000 pieces for the FORECAST key figure, and enter = for the operator. Choose
Distribute. Click Save.
d) A macro calculates the demand plan as the total from the forecast, correction, promotion and customer correction key fugures.
Lesson Summary
You should now be able to:
• Use the selection area to display the data of selected objects
• Create, save, and assign selection IDs to user logon IDs.
• Use the work area for planning
• Explain enqueue management in Demand Planning