Demand Planning. SAP Business ByDesign

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Demand Planning

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July 28, 2012 2

Table of Content

1 About this Document ... 3

1.1 Purpose ... 3

1.2 Reference System and Model Company ... 3

2 Master and Organizational Data ... 4

3 Business Process Tasks ... 5

3.1 Demand Planning... 5

3.1.1 Important Note ... 5

3.1.2 Set up a Demand Plan ... 5

3.1.3 Interactive Demand Planning ... 7

3.1.4 Supply Planning ... 9

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1 About this Document

1.1 Purpose

The objective of this business scenario document is to give you hands-on experience of running the chosen business processes in a realistic business environment using the SAP Business ByDesign system. It allows you to quickly become familiar with this business scenario by guiding you through the steps that you need to carry out in the reference system.

To obtain a better understanding of the business processes that make up this scenario, also refer to the Scenario Outline for this scenario.

1.2 Reference System and Model Company

A reference system is a system that is preconfigured and loaded with fictitious users and sample data. The users and sample data are based on the model company Almika Inc.. By following the step-by-step instructions in this document, you can assume the identity of the Almika users and use the built-in sample data to carry out each of the business process tasks. This hands-on experience will help you to

understand the relevance and benefits of this business scenario.

To learn more about the model company that uses the business processes described in this document, read the Company Fact Sheet, which contains an overview of the reference

company, its organizational set up, employees and their different roles and work centers, as well as a comprehensive list of the master data used in your system.

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2 Master and Organizational Data

Each SAP Business ByDesign Reference System contains essential master and organizational data, which

 reflect the typical organizational structure of a mid-size company of a specific industry

 allow you to run the industry specific processes using the appropriate master data, for example, materials, vendors or customers.

For this scenario, use the master data as described below.

If you want to run the scenario with customer and project-specific values, you can copy master data with certain characteristics from the sample entries in the table and adapt this data.

For an illustration of the organizational data as well as additional information (bill of material, logistics layout) about the reference company, refer to the Company Fact Sheet.

Master / Org. Data Type Name and Value Usage

Forecasting Group ID ₁₀₀₀₀₁

Planning Area ID _{Almika Heating Cleveland} P1100

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3 Business Process Tasks

3.1 Demand Planning

3.1.1 Important Note

This document describes how you can set up a new demand plan that can be used for Interactive Planning without any existing historical demand. During planning, very simple historical data is entered. If you would like to use more sophisticated planning functions, you can make use of three predefined demand plans. You can then skip chapter 3.1.2 (Set up a demand Plan) and directly start with the chapter 3.1.3 (Interactive Demand Planning).

The three predefined demand plans are based on different forecasting models:

 DP_10: This demand plan contains two items which show seasonal demand (compressors are the essential element of an air conditioner and will have strongly skewed demand in the summer. Burner elements for furnaces will have the reverse usage pattern).

 Forecasting Model: Seasonal Linear Regression

 DP_11: This demand plan is set up to demonstrate the ability to forecast trends. The item is new in the market and has found market acceptance. Demand is growing at a regular rate.

 Forecasting Model: Linear Regression

 DP_12: This demand plan is set up to demonstrate averaging consumption to forecast future demand.

 Forecasting Model: Weighted Moving Average

3.1.2 Set up a Demand Plan

What You Should Know

The Supply Planner sets up a demand plan which contains the products and parameters required for a forecast of a future demand.

The system helps to create a new demand plan using a guided process. The Supply Planner selects the products for each planning area, the statistical forecast parameters, and the time parameters the plan has to take into consideration.

Logon and Work Center Information

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Procedure

Field Name Data to Enter Activity / Button / Comment

Demand Plans view

Click New. New Demand Plan guided activity

Step 1: Define General Settings Demand Plan ID FC_2012 Demand Plan Description Forecast 2012 Planning Mode-

Multi Level Planning Enabled No Forecasting- Statistical Forecasting Enabled Yes

Time – Plan Demand In Month

Time - Forecast Start Date <First day of the current month>

Time - Forecast Horizon 4

Time – History Horizon 6 Click Next.

Step 2: Select Planning Criteria

Click Next. Step 3: Maintain Scope

Click Add Row.

Product ID Click Object Value Selector

Select: Product ID

Click Advanced. Product Group Type Forecasting Group

Product Group ID 100001 Click Go.

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Select: Planning Area ID

Planning Area ID Almika Heating Cleveland P1100

Click Next. Step 4: Define Forecasting Models

Forecasting Models Moving Average, Linear Regression

Select the lines.

Click Add Item. Forecasting Model

Variants - Use as Default

1 Average (Mark Check Box)

Forecasting Model Variants

2 Moving Average Select the line.

Model Variant Settings – Number of Periods

3 Click Next.

Step 5: Set Time Parameters Release Offset 0

Release Horizon 3 Click Next.

Step 6: Review

Click Finish with Activation. Step 7: Confirmation

Click Close.

3.1.3 Interactive Demand Planning

Logon and Work Center Information

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Procedure

Demand Plans view

Demand Plan ID FC_2012 Select the line.

Click Plan. Planning Board screen

Click Choose Planning Board Layout  Maximal Layout. Click Move To  History Start. Final Actuals 1st Month (current month -6) 20 Final Actuals 2nd Month (current month -5) 20 Final Actuals 3rd Month (current month -4) 20 Final Actuals 4th Month (current month -3) 10 Final Actuals 5th Month (current month -2) 10 Final Actuals 6th Month (current month -1) 10 Click Move To  Forecasting Start Copy Statistical Forecast

to Final Forecast

Select the checkbox.

Click Run Statistical Forecast.

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depending on the final actuals and the forecasting model.

Model Variant ID 2 Moving Average Click Run Statistical Forecast.

Model Variant ID 3 Linear Regression Click Run Statistical Forecast.

The Statistical Forecast and Final Forecast values are calculated according to the forecasting model.

Click Save, then click Close. Demand Plans view

Demand Plan ID FC_2012 Click Release.

Release screen

Click Apply, and then click Close.

Typically, the forecast release would be an automated step. However, in order to show you this particular step, the job has not been scheduled. To define and schedule the job, go to Automated Actions in the Demand Planning work center, define the Release Run, and then define the required Schedule.

3.1.4 Supply Planning

Logon and Work Center Information

Logon ID (Role) SUPPLYPLANNER01P (Supply Planner / Richard Stone) Work Center / View Supply Planning  Products

Procedure

Products view

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Planning Area ID Almika Heating Cleveland P1100

Click Go, then click Open.

Product Planning Details: Combi ME (P100405) / Almika Heating Cleveland P1100 screen For an overview, see the Supply and Demand List. Entries named forecast in the

Category column are the result of the demand planning done previously. At this stage, the planning data has entered the supply level.

Click Run Planning  Single BoM Level.

Run Planning: Single BoM Level window Allow Planning Proposals

Creation In Past

<Do not mark the check box> Click OK.

Product Planning Details: Combi ME (P100405) / Almika Heating Cleveland P1100 screen Typically, the MRP run would be an automated step. However, in order to show you this particular step, the job has not been scheduled. To define and schedule the job, go to

Automated Actions in the Supply Planning work center, define the Planning Run, and then define the required Schedule.

Click Save and Close.

3.2 Connected Scenarios

The subsequent steps such as production and purchasing are documented in the business scenario document:

 Make-to-Stock

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Icons

Caution Example Tip

Note

User ID and User Role

Work Center and Work Center View

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