Lesson: Operational Assortment Planning and Control
Exercise 4: Operational Assortment Planning and Control
Exercise Objectives
After completing this exercise, you will be able to:
• Display a purchasing list in SAP Retail
• Display sales targets (plan data from BI) in the purchasing list
• Enter fixed quantities for an initial buy allocation for each assortment
Business Example
You want to further process an existing purchasing list in operational assortment planning and control. When you do this, you can create new planned articles. You execute planning at different levels (planning at assortment level, planning at prepack level and planning at variant level). You can compare the planned values of the different levels with each other and you can use a top-down or a bottom-up distribution to distribute them to more detailed or higher levels. At the end of this exercise, you release your purchasing list items.
Task:
You want to display an existing purchasing list and add an item in operational assortment planning and control.
1. Display purchasing list EKL##. To which season year and season is your purchasing list assigned?
2. To which organizational structures is your purchasing list assigned?
3. Go to the target values tab page and display the target values for the fixed initial buy allocation key figure. What targets have been specified for your two assortments?
Continued on next page
Assortments R1KIDSL## Currency R1KIDSS## Currency
Next, exit the target values display and go to the overview area of your purchasing list.
4. Go to the detail view for your article R1TA01## in the overview area for the purchasing list and display the possible colors for this article. How do you do this?
Hint: If the articles in your purchasing list are displayed with the article text, you can use the Show Article Description pushbutton to change the view.
5. Now display the possible sizes for this article by specifying a color. How do you do this?
6. Go to the detail view for article R1TA01## and select the article tab page there.
Determine the following for your article R1TA01##:
Field Name or Data Type Values Mdse Catgry
Artl category Article Type
Characteristics Profile
Continued on next page
7. Choose the Purchasing/Sales tab page and find out the name of the vendor from whom this purchasing list item is ordered.
Vendor: ______________________
What is the purchasing and sales price of your article and in which currency has it been ordered from the vendor?
Purchasing Price: _______________________________
Sales price: _______________________________
Currency: _______________________________
8.
Now display the scheduling for this article in the Item Data tab page. Which data has the system calculated for the Delivery Date DC and PO Generation?
Display the scheduling (Display Dates). How were these dates calculated?
Then exit the detail view and return to the overview area.
9. You now want to add a new item to your purchasing list. To do this, close the detailed view for your purchasing list item and choose Add Item → Existing Article in the overview area. Enter the article number R1TA03## and add the presentation date in the new line that has appeared. This should be the same date as you entered in the existing items.
10. Now access the item details on your new purchasing list item and perform scheduling on the PL Item Detail tab. Which data has the system calculated for the Delivery Date DC and PO Generation? Display the scheduling (Display Dates). What do you notice if you compare this item with your other purchasing list item?
11. You do not want to procure this article R1TA03## as a prepack, but instead per variant. Choose the Variant Assignment tab in the prepack view. Add assortments for the key figure fixed initial buy allocation (Add Assortments) and plan the following total quantities (Input Total) for each assortment:
Continued on next page
Large assortment Small assortment
Color red 500 100
Color green 800 150
Color royal blue 1000 300
Then choose Compare Planning VS Assignment to copy the quantities you planned into the overview area for planning. Since you have not yet entered planned quantities in the overview area for this article, choose Overwrite planning in the dialog box. This copies the quantities as planned quantities from the purchasing list item. The system also checks the entries against the sales targets.
12. You now want to release your new purchasing list item. To do this, go to the overview area (item view) again, close the detailed view and choose Release/Unrelease→ Purchasing List Item → Release Immediately. Confirm all the warning messages that appear. What is the new status of your released purchasing list item (you may have to exit your purchasing list and then re-enter it)?
13. Now save the data to exit the purchasing list. The system automatically displays a log. What does this log indicate?
Solution 4: Operational Assortment Planning and Control
Task:
You want to display an existing purchasing list and add an item in operational assortment planning and control.
1. Display purchasing list EKL##. To which season year and season is your purchasing list assigned?
a) Master Data→ Assortment/Listing → Operational Assortment Planning and Control→ Maintain Purchasing List
Make your entries according to the exercise and confirm them by pressing [Enter].
Season year: Six months from today Season category: 0001
2. To which organizational structures is your purchasing list assigned?
Answer: Purchasing organization: R300 Purchasing group: R30
Sales organization: RG10 Distribution channel: R1
3. Go to the target values tab page and display the target values for the fixed initial buy allocation key figure. What targets have been specified for your two assortments?
Continued on next page
Assortments R1KIDSL## Currency R1KIDSS## Currency
Next, exit the target values display and go to the overview area of your purchasing list.
a) The following target values are displayed:
Assortments R1KIDSL##
4. Go to the detail view for your article R1TA01## in the overview area for the purchasing list and display the possible colors for this article. How do you do this?
Hint: If the articles in your purchasing list are displayed with the article text, you can use the Show Article Description pushbutton to change the view.
a) When you double-click on the relevant line, the colors red, green and royal blue are also displayed for article R1TA01##.
5. Now display the possible sizes for this article by specifying a color. How do you do this?
a) When you double-click the relevant line (for example, article R1TA01## in red), the size(s) 8 are also displayed. If you have chosen another color, then the relevant other sizes are displayed.
6. Go to the detail view for article R1TA01## and select the article tab page there.
Determine the following for your article R1TA01##:
Field Name or Data Type Values Mdse Catgry
Artl category Article Type
Characteristics Profile
a) Place the cursor on any of the lines for article R1TA01## and choose the Show Item Attributes pushbutton. Choose PL Item Details for purchasing list item and then select the Article tab page from the detail area. The following basic data is displayed:
Field Name or Data Type Values
Mdse Catgry RF14221
Artl category 01 Generic article
Article Type FASH
Characteristics Profile RFP06
Continued on next page
7. Choose the Purchasing/Sales tab page and find out the name of the vendor from whom this purchasing list item is ordered.
Vendor: ______________________
What is the purchasing and sales price of your article and in which currency has it been ordered from the vendor?
Purchasing Price: _______________________________
Sales price: _______________________________
Currency: _______________________________
a) Vendor: R1TV02## Chinese Clothes GR##
Purchasing Price: 100 CNY/PC Sales price: USD 47.99
Currency: CNY 8.
Now display the scheduling for this article in the Item Data tab page. Which data has the system calculated for the Delivery Date DC and PO Generation?
Display the scheduling (Display Dates). How were these dates calculated?
Then exit the detail view and return to the overview area.
Answer: The scheduling for this article is displayed in the Item Data tab page. The dates are calculated according to the transportation chain and the transportation times defined in days. The transportation chain is stored in the vendor master. The following data is calculated:
Delivery Date DC: the first working day 6 months from now, minus 4 working days for transportation time
PO Generation: Beginning of the scheduling, calculated by backward scheduling 9. You now want to add a new item to your purchasing list. To do this, close the
detailed view for your purchasing list item and choose Add Item→ Existing Article in the overview area. Enter the article number R1TA03## and add the presentation date in the new line that has appeared. This should be the same date as you entered in the existing items.
a) Choose the Add Item→ Existing Article pushbutton and make your entries according to the exercise.
Continued on next page
10. Now access the item details on your new purchasing list item and perform scheduling on the PL Item Detail tab. Which data has the system calculated for the Delivery Date DC and PO Generation? Display the scheduling (Display Dates). What do you notice if you compare this item with your other purchasing list item?
a) The scheduling for this article is displayed in the Item Data tab page.
The dates are calculated according to the transportation chain and the transportation times defined in days. The transportation chain is stored in the vendor master.
This article is procured from a different vendor. Since this vendor is assigned a different transportation chain, this results in different dates for DC delivery and purchase order generation.
The following data is calculated:
Delivery Date DC: the first working day 6 months from now, minus 4 working days for transportation time
PO Generation: Beginning of the scheduling, calculated by backward scheduling
11. You do not want to procure this article R1TA03## as a prepack, but instead per variant. Choose the Variant Assignment tab in the prepack view. Add assortments for the key figure fixed initial buy allocation (Add Assortments) and plan the following total quantities (Input Total) for each assortment:
Large assortment Small assortment
Color red 500 100
Color green 800 150
Color royal blue 1000 300
Then choose Compare Planning VS Assignment to copy the quantities you planned into the overview area for planning. Since you have not yet entered planned quantities in the overview area for this article, choose Overwrite
Continued on next page
planning in the dialog box. This copies the quantities as planned quantities from the purchasing list item. The system also checks the entries against the sales targets.
a) You start from the item details and go to the prepack view for the Variant Assignment tab page. Enter the data according to the exercise in the Input (Total) column, and confirm by pressing [Enter]. Proceed as specified in the exercise. Check the results in the overview area: The planned quantities of 2300 and 550 PC are displayed in your line of article R1TA03##.
12. You now want to release your new purchasing list item. To do this, go to the overview area (item view) again, close the detailed view and choose Release/Unrelease→ Purchasing List Item → Release Immediately. Confirm all the warning messages that appear. What is the new status of your released purchasing list item (you may have to exit your purchasing list and then re-enter it)?
Answer: The status of your item R1TA03## is: Article released, purchasing list item released
13. Now save the data to exit the purchasing list. The system automatically displays a log. What does this log indicate?
Answer: Your purchasing list item for article R1TA03## was released
immediately. Purchasing list items were created for the purchase order manager workbench for all the article variants for which you have entered and released planned quantities. These all start with 43....
Lesson Summary
You should now be able to:
• Name the three key figures in operational assortment planning and their function
• Describe the structure of the purchasing list
• List the subsequent functions in operational assortment planning and control