Integrating SAP Integrated Business Planning for Supply ...

Integration Guide | PUBLICDocument Version: 1.1 – 2021-02-19

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerSAP Integrated Business Planning for Supply Chain 2102

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Content

1 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.1 Scope of the Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2 Description of the Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

2 Creating a Report in SAP Cloud for Customer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

3 Data Flows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123.1 Datastores in SAP Cloud Integration for Data Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Datastore in SAP Integrated Business Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Datastore in SAP Cloud for Customer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

3.2 Defining a Data Flow in SAP Cloud Integration for Data Services. . . . . . . . . . . . . . . . . . . . . . . . . . . 15

4 Running the Task. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174.1 Starting the Task in SAP Cloud Integration for Data Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174.2 View Results in SAP Integrated Business Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

2 PUBLICIntegrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for Customer

Content

Document History

NoteUntil three months after the publication of a new release of SAP Integrated Business Planning for Supply Chain, we publish regular documentation updates on the SAP Help Portal. If you use a local PDF copy or a paper printout of this document, make sure that you have the latest version. You can find it at http://help.sap.com/ibp2102.

The following table provides an overview of the most important document changes.

Version Date Description

1.1 2021-02-19 The SAP Cloud Platform brand has been retired at the end of January 2021. The branding change also affects the name of services used by SAP IBP. In this guide, we have applied the following name changes:

SAP Cloud Platform Integration for data services is now called SAP Cloud Integration for data services.

1.0 2021-02-03 Initial version for SAP Integrated Business Planning for Supply Chain 2102

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerDocument History PUBLIC 3

http://help.sap.com/ibp2102

http://help.sap.com/ibp2102

1 Overview

SAP Integrated Business Planning is a cloud-based solution that integrates data from several sources for planning. You use it to plan your supply chain based on the demand streams that can be planned in SAP Integrated Business Planning or imported from other systems.

This document describes how to integrate opportunities data between SAP Cloud for Customer and SAP Integrated Business Planning using SAP Cloud Integration for data services. It explains how opportunities that are planned in SAP Cloud for Customer can be integrated with SAP Integrated Business Planning, where they are included in the “consensus demand” planning process. By integrating these two systems, you can transfer key figure data from SAP Cloud for Customer to SAP Integrated Business Planning.

In SAP Integrated Business Planning, the primary data integration tool is SAP Cloud Integration for data services. SAP Cloud for Customer is also a cloud-based solution. One of its interfaces is an API that uses OData and that can be used to connect to SAP Integrated Business Planning.

1.1 Scope of the Integration

In the integration scenario, opportunity quantities and opportunity revenue based on aggregated opportunities and (optionally) sales forecasts and targets are transferred from SAP Cloud for Customer to SAP Integrated Business Planning.

● Opportunities are aggregated to a time series in SAP Cloud for Customer based on a selection of the opportunity status, probability to close, sales forecasted opportunity, and the forecast horizon.

● SAP Cloud Integration for data services calls the OData analytical services of SAP Cloud for Customer to incorporate time-series-based opportunities, the sales forecast quantity (optional), and the sales target quantity.

● In SAP Integrated Business Planning● Scenarios and “what-if” analyses can be applied to opportunities quantity. The quantity can be increased

or decreased for a product/account and the impact on the supply chain analyzed., the opportunity information is used in sales planning and consensus demand planning.

● This integration scenario can be extended to:○ Integrate sales forecast quantity and sales target quantity at product, account, or monthly level with

SAP Integrated Business Planning○ Pass filters from SAP Cloud Integration for data services to the report in the opportunity information in

SAP Cloud for Customer


Overview

SAP Cloud for Customer to SAP Integrated Business Planning: Enrich Sales Planning

Prerequisites

In SAP Cloud for Customer:

● Opportunities are aggregated to product/account/month level in the SAP Cloud for Customer report that is to be sent to SAP Integrated Business Planning.

● The report is based on a predelivered data store “Opportunities” item.● Filters are set up on probability, status, and horizon in the SAP Cloud for Customer report.

In SAP Integrated Business Planning:

● The planning area contains the key figures for opportunity quantity and opportunity revenue.● Master data for products and customers that are planned in SAP Cloud for Customer is available in SAP

Integrated Business Planning.

Technical Integration

Both SAP Integrated Business Planning and SAP Cloud for Customer are cloud-based applications. The systems are integrated using the OData service in SAP Cloud Integration for data services. This OData service requires an on-premise agent to transfer the data because cloud-to-cloud integration technology is not available. The agent can be installed on an SAP HANA Cloud Platform server or on the customer's on-premise platform. Because both SAP Cloud Integration for data services and SAP Integrated Business Planning get their core data from ECC or S/4HANA, the customer will usually have the SAP Cloud Platform Integration agent installed in the on-premise landscape.

The report, which is created in SAP Cloud for Customer, can be called externally using the OData analytical service. CPI-DS can connect to SAP Cloud for Customer and can query the report data using the OData adapter. It then transfers the data to SAP Integrated Business Planning. Data flows are defined for the data transfer in SAP Cloud Integration for data services.

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerOverview PUBLIC 5

Technical Integration

1.2 Description of the Model

Sales opportunities are created in SAP Cloud for Customer. Opportunities that have reached a certain stage (such as “decision”) and that have a higher probability of being closed (>70%) are imported to SAP Integrated Business Planning for the “demand planning” process. Opportunities that have been published to forecast are also important for the process in SAP Integrated Business Planning.

Opportunities View

Each opportunity has one or more products for an account (customer) with the expected value and negotiated value. Item quantities are also captured in the opportunity item.


Overview

Products View in an Opportunity

Integration with SAP Integrated Business Planning has three stages:

1. You create a report in SAP Cloud for Customer based on the standard data store “Opportunities” item.2. You create an SAP Cloud Integration for data services data flow based on the OData analytical service to

extract data from SAP Cloud for Customer.3. You run the job from SAP Cloud Integration for data services or as an application job in SAP Integrated

Business Planning.

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerOverview PUBLIC 7

2 Creating a Report in SAP Cloud for Customer

Procedure

1. Under Business Analytics, choose Design Reports and click New Report.

Designing a New Report

2. Enter a name and a description, and choose Opportunity Item as the data source.

Defining the Report

3. In the Select Key Figures step, select the checkboxes for Item Quantity and Item Value.


Creating a Report in SAP Cloud for Customer

Selecting the Key Figures

4. Select the following characteristics:

AccountMonth/Calendar YearRelevant For ForecastForecast CategorySales PhaseProduct

Selecting the Characteristics

In the final report, we only want to display the fields Product, Account, and Month/Calendar Year. The other fields are used to filter the report.

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerCreating a Report in SAP Cloud for Customer PUBLIC 9

Characteristic Properties

The fixed value selections that are used to get only those opportunities that are relevant for forecasting in SAP Integrated Business Planning are as follows:

Sales Phase: 006;005;004Month/Calendar Year: Current Year and Next YearForecast Category: 2Relevant for Forecast: Y

Setting Fixed Value Selections

5. Review and finish.

Report Opened by Administrator in Business Analytics Work Center

You can view the results in the report view by selecting the required attributes and filter conditions.


Creating a Report in SAP Cloud for Customer

6. Assign the report to a work center.

This is important because the OData service in the URL needs to know the work center for the report.

Assigning the Report to a Work Center

7. Note the report ID and the work center.

These will be used in the data flows in SAP Cloud Integration for data services.

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerCreating a Report in SAP Cloud for Customer PUBLIC 11

3 Data Flows

3.1 Datastores in SAP Cloud Integration for Data Services

Datastores are the objects that connect SAP Cloud Integration for data services to your cloud and on-premise applications and databases. Through these connections, SAP Cloud Integration for data services can access metadata from, and read and write data to your applications and databases.

The specific information that a datastore can access depends on its connection configuration. When your database or application changes, you must make the corresponding changes in the datastore because it does not automatically detect the new information.

SAP HANA Cloud Integration supports datastores for the following types of applications and databases:

● SAP Business Suite applications● SAP BW sources and targets● SAP HANA cloud applications such as SAP Integrated Business Planning● Adapters for applications such as SAP SuccessFactors and OData● Databases● File format groups● SOAP and REST Web services


Data Flows

3.1.1 Datastore in SAP Integrated Business Planning

The connection in SAP Integrated Business Planning is set by the infrastructure team. However, it is still necessary to create a datastore and import the metadata for the target planning area.

Example

New Datastore

Once the datastore has been created, the metadata for the target planning area must be imported.

Metadata for the Target Planning Area

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerData Flows PUBLIC 13

3.1.2 Datastore in SAP Cloud for Customer

The OData adapter is used for the connection to SAP Cloud for Customer.

Datastore Adapter Options

The syntax of the endpoint URI is https://<your system information>.sapbydesign.com/sap/byd/odata/<workcenter_name>.

The metadata must also be imported.

Metadata Import

The table name matches the technical name of the report created in SAP Cloud for Customer.


Data Flows

3.2 Defining a Data Flow in SAP Cloud Integration for Data Services

Context

A new task is created without using a template. The source should be the new datastore from SAP Cloud for Customer, and the target is the datastore in SAP Integrated Business Planning.

Procedure

1. Save and define a data flow.2. Add a target object and select the SAP Integrated Business Planning staging table for key figures (this is

typically SOPDD_STAGING_KFTAB_<xxxx>).

The data flow will look like this:

Edit Data Flow

3. Drag and drop a table (top icon in the left column).

The system prompts you to select the table name. Use the table that was imported from SAP Cloud for Customer after the datastore was created. Link it to Target_Query by dragging one orange square to the next one.

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerData Flows PUBLIC 15

Adding a Table

4. Double-click Target_Query to establish the mapping.

ExampleIn the example, map the fields as follows:

Input from SAP Cloud for Customer Output in SAP Integrated Business Planning

CDPY_MAINPROSPCT CUSTID

CIPR_PRODUCT_ID PRDID

KCITM_EXNETAMTRC OPPORTUNITIESREV

KCITM_QUANBASEUOM OPPORTUNITIESQTY

NoteIf the key figures have different base planning level, then it might be necessary to use separate data flows for each planning level.

5. SAP Integrated Business Planning also requires the key figure date. Click KEYFIGUREDATE in the output list, and under mapping, enter to_date(CDSF_EXPPRO_YR_M,'mm/yyyy').

This transforms the date from a string of characters into the “Datetime” format required by SAP Integrated Business Planning. You may need to adjust the formatting, for example, if loading at weekly level.

6. SAP Integrated Business Planning also requires a unique identifier. Click the ID in the output list and under mapping, enter genuuid().

7. Save the data flow, enter the global variables as described in the manual, validate, and save the task.


Data Flows

4 Running the Task

4.1 Starting the Task in SAP Cloud Integration for Data Services

Procedure

1. Highlight the task and click Run Now.

Running the Task

2. Select the agent and click OK.

Selecting the Agent

On the next screen, you can click View History to see the execution details for the task.

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerRunning the Task PUBLIC 17

Viewing the History

The job execution status is displayed as an icon.

Job Execution Status

You can also see the details such as the row count.

Details in Monitor Log


Running the Task

4.2 View Results in SAP Integrated Business Planning

After the job for SAP Cloud Integration for data services has run, you can view the results in the Excel planning view for the opportunity quantity and the opportunity revenue.

Results of SAP Cloud Integration Job in Microsoft Excel

These key figures can be used in the demand planning process as the input key figures for the sales forecast quantity and, subsequently, as the consensus demand planning quantity.

Input Key Figures in Demand Planning Process

Integrating SAP Integrated Business Planning for Supply Chain with SAP Cloud for CustomerRunning the Task PUBLIC 19

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