LO230 - Capacity Planning

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LO230 Capacity PlanningLO230

R/3 System Release 46C 05/08/2001

0


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LO230 Capacity Planning.............................................................................................................................................0-1

Copyright ..................................................................................................................................................................0-2

Production Planning..............................................................................................................................................0-4

Prerequisites..........................................................................................................................................................0-5

Target Audience....................................................................................................................................................0-6Introduction...............................................................................................................................................................1-1

Course Goals.........................................................................................................................................................1-2

Course Objectives .................................................................................................................................................1-3

Course Content......................................................................................................................................................1-4

Overview Diagram 1.............................................................................................................................................1-5

Main Business Scenario ........................................................................................................................................1-6

Overview...................................................................................................................................................................2-1

Overview: Objectives............................................................................................................................................2-2


Overview: Business Scenario................................................................................................................................2-4

Integration of Capacity Planning (1).....................................................................................................................2-5

Capacity Planning Environment (1)......................................................................................................................2-6

Planning Views .....................................................................................................................................................2-7

Capacity Planning / Elements ...............................................................................................................................2-8

Work Center Data .................................................................................................................................................2-9

Types of Display .................................................................................................................................................2-10

Overview: Summary ...........................................................................................................................................2-11

Capacity Evaluation..................................................................................................................................................3-1

Capacity Evaluation: Objectives...........................................................................................................................3-2


Capacity Evaluation: Business Scenario ...............................................................................................................3-4


Procedure in Capacity Evaluation.........................................................................................................................3-6

Capacity Planning Phases .....................................................................................................................................3-7

Standard Overview................................................................................................................................................3-8

Selection and Display Parameters.........................................................................................................................3-9

Cumulated Display..............................................................................................................................................3-10

Period Split..........................................................................................................................................................3-11

Detailed Capacity List and its Functions.............................................................................................................3-12

Structure of a Profile...........................................................................................................................................3-13

Structure of a Set.................................................................................................................................................3-14

Functions in the Variable Overview....................................................................................................................3-15

Capacity Planning Environment..........................................................................................................................3-16


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Configuration Sequence Capacity Planning (1) ..................................................................................................3-17

Capacity Planning / Overall Profile Evaluations.................................................................................................3-18

User Parameters - Evaluation..............................................................................................................................3-19

Selection Profile (Capacity Evaluations) ............................................................................................................3-20

Options Profile (Capacity Evaluations)...............................................................................................................3-21

Extended Evaluation (Standard Overview).........................................................................................................3-22

Extended Evaluation (Detailed Capacity List)....................................................................................................3-23

Structure of a Profile (Extended Evaluation) ......................................................................................................3-24

Structure of a Set (Extended Evaluation)............................................................................................................3-25

Capacity Evaluation: Summary...........................................................................................................................3-26

Data used in the exercises ...................................................................................................................................3-27

Capacity Evaluation Exercises............................................................................................................................3-29

Capacity Evaluation Solutions ............................................................................................................................3-34

Capacity Leveling (Part 1) ........................................................................................................................................4-1

Capacity Leveling (Part 1): Objectives .................................................................................................................4-2

Capacity Evaluation..............................................................................................................................................4-3

Capacity Leveling (Part 1): Business Scenario .....................................................................................................4-4


Capacity Leveling Measures .................................................................................................................................4-6

User Interface for Capacity Leveling....................................................................................................................4-7

Capacity Planning Table (Tabular Form)..............................................................................................................4-8

Capacity Planning Table .......................................................................................................................................4-9

Dispatching .........................................................................................................................................................4-10

Dispatching Procedure ........................................................................................................................................4-11

Types of Dispatching (tabular)............................................................................................................................4-12

Capacity Leveling (part 1): Summary.................................................................................................................4-13

Capacity Leveling (Part 1) Exercises..................................................................................................................4-14

Capacity Leveling (Part 1) Solutions ..................................................................................................................4-16

Available Capacity....................................................................................................................................................5-1

Available Capacity: Objectives.............................................................................................................................5-2


Available Capacity: Business Scenario.................................................................................................................5-4


Capacities at a Work Center..................................................................................................................................5-6

Available Capacity at the Work Center.................................................................................................................5-7

From Work Time to Operating Time ....................................................................................................................5-8

Maintaining Available Capacity using Shift Sequences .......................................................................................5-9

Available Capacity in the Work Center ..............................................................................................................5-10

Available Capacity/Maintenance Variants..........................................................................................................5-11


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Maintaining and Assigning Factory Calendar.....................................................................................................5-12

Work Center Hierarchy.......................................................................................................................................5-13

Configuration Sequence Capacitiy Planning (2) .................................................................................................5-14

Shift Sequences and Shifts..................................................................................................................................5-15

Available Capacity: Summary ............................................................................................................................5-16

Available Capacity Exercises..............................................................................................................................5-17

Available Capacity Solutions..............................................................................................................................5-21

Capacity Requirements and Reduction .....................................................................................................................6-1

Capacity Requirements and Reduction: Objectives ..............................................................................................6-2


Business Scenario .................................................................................................................................................6-4


Planning Levels.....................................................................................................................................................6-6

Determining Capacity Requirements ....................................................................................................................6-7

Formulas ...............................................................................................................................................................6-8

Link between Formula and Standard Values ........................................................................................................6-9

Setting up a Formula...........................................................................................................................................6-10

Examples of Formulas.........................................................................................................................................6-11

Capacity Reduction.............................................................................................................................................6-12

Determining Remaining Capacity Requirements................................................................................................6-13

Capacity Requirements and Reduction: Summary..............................................................................................6-14

Capacity Requirements and Reduction Exercises...............................................................................................6-15

Capacity Requirements and Reduction Solutions ...............................................................................................6-18

Scheduling.................................................................................................................................................................7-1

Scheduling: Objectives..........................................................................................................................................7-2


Scheduling: Business Scenario..............................................................................................................................7-4

Work Center and Lead Time Scheduling..............................................................................................................7-5

Lead Time Scheduling - Basics.............................................................................................................................7-6

Scheduling / Time Elements in an Order ..............................................................................................................7-7

Scheduling Types..................................................................................................................................................7-8

Today Scheduling .................................................................................................................................................7-9

Scheduling / Performance Efficiency..................................................................................................................7-10

Correction of Execution Time.............................................................................................................................7-11

Distribution of Capacity Requirements...............................................................................................................7-12

Distribution Basis................................................................................................................................................7-13

Scheduling: Summary.........................................................................................................................................7-14

Scheduling Exercises ..........................................................................................................................................7-15

Scheduling Solutions...........................................................................................................................................7-17


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Capacity Leveling (Part 2) ........................................................................................................................................8-1

Capacity Leveling (Part 2): Unit Objectives .........................................................................................................8-2

Overview Diagram (8) ..........................................................................................................................................8-3



Capacity Planning Table .......................................................................................................................................8-6

Types of Dispatching (Graphical).........................................................................................................................8-7

Dispatching Operations.........................................................................................................................................8-8

Planning Details at the Work Center / Capacity....................................................................................................8-9

Lead Time Scheduling - Finite Scheduling.........................................................................................................8-10

Finite Scheduling ................................................................................................................................................8-11

Rescheduling / Deallocating ...............................................................................................................................8-12

Midpoint Scheduling I.........................................................................................................................................8-13

Midpoint Scheduling II .......................................................................................................................................8-14

Structure of a Profile (Leveling) .........................................................................................................................8-15

Dispatching to Freely-Definable Period split ......................................................................................................8-16

Enhanced Handling Functions 1 .........................................................................................................................8-17

Strategy Profile ...................................................................................................................................................8-18

Planning Direction ..............................................................................................................................................8-19

Dispatching at the Earliest Time.........................................................................................................................8-20

Planning Strategy: Strategy Profile.....................................................................................................................8-21

Treatment of Queue Time ...................................................................................................................................8-22

Use of Order Floats / Operation Floats ...............................................................................................................8-23

Various Functions ...............................................................................................................................................8-24

Configuration Sequence Capacity Planning (3) ..................................................................................................8-25

Capacity Leveling - Overall Profile ....................................................................................................................8-26

Standard Overall Profiles for Capacity Leveling ................................................................................................8-27

Control Profile.....................................................................................................................................................8-28

Selection Profile..................................................................................................................................................8-29

Planning- (Scheduling) Levels............................................................................................................................8-30

Time Profile ........................................................................................................................................................8-31

Evaluation Profile ...............................................................................................................................................8-32

List Profile ..........................................................................................................................................................8-33

Profile for Capacity Planning Table (tab.) ..........................................................................................................8-34

Period Profile ......................................................................................................................................................8-35

Profile for Capacity Planning Table....................................................................................................................8-36

Check Report / Overall Profile............................................................................................................................8-37

Requirements Grouping ......................................................................................................................................8-38

Requirements Grouping - Example Group..........................................................................................................8-39


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Cumulation of Available Capacity / Capacity Requirements..............................................................................8-40

Cumulation of Available Capacity using Period Split ........................................................................................8-41

Capacity Leveling (Part 2): Summary.................................................................................................................8-42

Capacity Leveling (Part 2) Exercises..................................................................................................................8-43

Capacity Leveling (Part 2) Solutions ..................................................................................................................8-49

Extended Planning Functions....................................................................................................................................9-1

Extended Planning Functions: Unit Objectives.....................................................................................................9-2



Sequencing 1 .........................................................................................................................................................9-5

Sequencing 2 .........................................................................................................................................................9-6

Sequencing 3 .........................................................................................................................................................9-7

User Exits.............................................................................................................................................................9-8

Additional Functions 1..........................................................................................................................................9-9

Additional Functions 2........................................................................................................................................9-10

Material Stock Curves.........................................................................................................................................9-11

Planning in Non-Work Periods / Fixing..............................................................................................................9-12

Temporarily Saving Results of Planning.............................................................................................................9-13

Mass Processing..................................................................................................................................................9-14

Capacity Planning with Production Versions......................................................................................................9-15

Notes on Documentation.....................................................................................................................................9-16

Extended Planning Functions: Summary ............................................................................................................9-17

Extended Planning Functions Exercises..............................................................................................................9-18

Extended Planning Functions Solutions..............................................................................................................9-26

Detailed Planning....................................................................................................................................................10-1

Detailed Planning: Unit Objective ......................................................................................................................10-2

Overview Diagram 10 .........................................................................................................................................10-3

Detailed Planning: Business Scenario.................................................................................................................10-4

Application Criteria for Splits.............................................................................................................................10-5

Levels of Detail...................................................................................................................................................10-6

Capacity Assignments.........................................................................................................................................10-7

Qualifications - Objectives..................................................................................................................................10-8

Qualifications - Abilities Required .....................................................................................................................10-9

Qualifications - Assignments ............................................................................................................................10-10

Requirements Profiles .......................................................................................................................................10-11

Splitting and Allocating ....................................................................................................................................10-12

Ranking List......................................................................................................................................................10-13

Types of Split ....................................................................................................................................................10-14

Confirmation of Splits.......................................................................................................................................10-15


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Detailed Planning: Summary ............................................................................................................................10-16

Detailed Planning Exercises..............................................................................................................................10-17

Detailed Planning Solutions..............................................................................................................................10-21

Integration...............................................................................................................................................................11-1

Integration: Unit Objectives 1 .............................................................................................................................11-2

Integration: Unit Objectives 2 .............................................................................................................................11-3

Overview Diagram 11.........................................................................................................................................11-4

Integration: Business Scenario............................................................................................................................11-5

Integration of Capacity Planning (2)...................................................................................................................11-6

CRP Along the Process Chain.............................................................................................................................11-7

Planning Phases...................................................................................................................................................11-8

Integrated Planning Levels..................................................................................................................................11-9

Simultaneous Use of Different Planning Levels ...............................................................................................11-10

Overall Profiles in the Applications..................................................................................................................11-11

Integration Types ..............................................................................................................................................11-12

Integration: Sales and Distribution (SD)...........................................................................................................11-13

Integration: Sales and Operations Planning - Planning Table (SOP)................................................................11-14

Integration: MRP/MPS......................................................................................................................................11-15

Integration: Long-term Planning 1....................................................................................................................11-16

Integration: Long-term Planning 2....................................................................................................................11-17

Available Capacity and Requirements Versions...............................................................................................11-18

Integration: Repetitive Manufacturing (REM)..................................................................................................11-19

Repetitive Manufacturing with Production Versions........................................................................................11-20

Integration: Shop Floor Control (SFC) .............................................................................................................11-21

Integration: Unit Summary ...............................................................................................................................11-22

Integration Exercises.........................................................................................................................................11-23

Integration Solutions.........................................................................................................................................11-27

Appendix.................................................................................................................................................................12-1

Change Mode and GUI Status.............................................................................................................................12-2

Layout of the Planning Table..............................................................................................................................12-3

Chart Sequence ...................................................................................................................................................12-4

Chart Sequence (cont.)........................................................................................................................................12-5

Actual Capacity Requirements............................................................................................................................12-6


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SAP AG 1999

LO230 Capacity Planning

SAP AG

LO230LO230

Capacity PlanningCapacity Planning

R/3 System

Release 4.6B March 2000

50034893


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SAP AG 1999

Copyright 2001 SAP AG. All rights reserved.

Neither this training manual nor any part thereof may

be copied or reproduced in any form or by any means,

or translated into another language, without the prior

consent of SAP AG. The information contained in this

document is subject to change and supplement without pr ior

notice.

Al l r ights reserved.

Copyright

Trademarks:

Some software products marketed by SAP AG and its distributors contain proprietary software

components of other software vendors.

Microsoft, WINDOWS, NT, EXCEL, Word and SQL Server are registered trademarks of

Microsoft Corporation.

IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390,

AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation.

ORACLE is a registered trademark of ORACLE Corporation, California, USA.

INFORMIX-OnLine for SAP and Informix Dynamic ServerTM are registered trademarks of

Informix Software Incorporated.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of The Open Group.

HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web

Consortium, Laboratory for Computer Science NE43-358, Massachusetts Institute of Technology, 545

Technology Square, Cambridge, MA 02139.

JAVA is a registered trademark of Sun Microsystems, Inc. , 901 San Antonio Road, Palo Alto, CA

94303 USA.

JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology

invented and implemented by Netscape.

SAP, SAP Logo, mySAP.com, mySAP.com Marketplace, mySAP.com Workplace, mySAP.com

Business Scenarios, mySAP.com Application Hosting, WebFlow, R/2, R/3, RIVA, ABAP, SAP

Business Workflow, SAP EarlyWatch, SAP ArchiveLink, BAPI, SAPPHIRE, Management Cockpit,SEM, are trademarks or registered trademarks of SAP AG in Germany and in several other countries all


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over the world. All other products mentioned are trademarks or registered trademarks of their respective

companies.

Design: SAP Communications Media


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SAP AG 1999

Production Planning

Level 2 Level 3

ManufacturingPlanning &Execution forDiscrete & Repetitive

LO050 5 days

EngineeringChangeManagement

LO980 3 days

BatchManagement

LO955 3 days

KANBAN

LO235 2 days

Classification

LO985 3 days

Special Features ofLIS in Production

LO275 2 days

Logistics InfoPlanning

LO935 2 days

CAP Calculation ofStandard Values

LO720 2 days

RepetitiveManufacturing

LO225 3 days

Capacity Planning

LO230 5 days

LogisticsInformationSystem (LIS)Reporting

LO930 2 days

Basic Data

Part 2

LO206 3 days

Basic Data forDiscreteManufacturing

LO205 3 days

ProductionOrders

LO215 5 days

ProductionPlanning

LO210 5 days

VariantConfiguration Part 1

LO990 5 days

VariantConfiguration Part 2

LO991 3 days


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Prerequisites

LO050 - Planning & control for discrete manufacturing and

repetitive manufacturing

LO205 - Basic data for discrete manufacturing

LO215 - Prduction orders


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Target Audience

Participants

Members of the project team responsible for the

implementation of capacity planning

Members of shop floor control

Duration: 5 days

Notes to the user

The training materials are not teach-yourself programs. They complement the course instructor's

explanations. On the sheets, there is space for you to write down additional information.


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(C) SAP AG LO230 1-1

SAP AG 1999

Introduction

Course goal

Course objectives

Course contents

Course overview diagram

Main business scenario

Introduction to course

Contents:


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Understand how to use capacity planning within PP

At the conclusion of this course you wil l be able to :

Describe connections between the elements of

capacity planning

Use the capacity evaluation and the capacity

planning tables

Make system settings

This course will enable you to:

Course Goals


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SAP AG 1999

Create available capacit ies

Execute capacity evaluations

Execute leveling of capacity requirements

and available capacities

This course will enable you to:

Course Objectives


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SAP AG 1999

Unit 7 Scheduling

Unit 8 Capacity leveling (part 2)

Unit 9 Extended planningfunctions

Unit 10 Detailed planning

Unit 11 Integration

Unit 1 Introduction

Unit 2 Overview

Unit 3 Capacity evaluation

Unit 4 Capacity leveling (part 1)

Unit 5 Available capacity

Unit 6 Capacity requirements /reduction

Preface

Appendix

Course Content


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SAP AG 1999

Work Center

Work Centers

Jul' 98

W 28W 27W 26 W 29

Jul' 98

W 28 W 29

1310

1320

1330

Mont. 1

Mont. 2

Material Order

100-500 18752

500-300 600001650

100-500 18770

500-300 600001699

Jun' 98

1310

1320

1330

Work Centers

Overview Diagram 1

SAP AG

Capacity evaluationCapacity evaluation

Capacity leveling (part 1)Capacity leveling (part 1)

Available capacityAvailable capacity

Capacity reqmts / reductionCapacity reqmts / reduction

SchedulingScheduling

Capacity leveling (part 2)Capacity leveling (part 2)

Detailed planningDetailed planning

IntegrationIntegration

Extended planning functionsExtended planning functions

OverviewOverview

IntroductionIntroduction


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You are running a manufactur ing company andaim to deliver materials for orders received by

the dates promised. Thus you want to provide

available capacity that is sufficient but not

excessive to cover requirements generated by

orders. This is why you are using capacity

planning; for example to spot overloads in time

or to carry out leveling for the requirements

dates using the capacities available and to f ix

the requirements.

Main Business Scenario


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Overview

Integration of capacity planning

Capacity planning environment

Overview of elements and types of display

Contents:


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At the conclusion of th is uni t you w il l:

Overview: Objectives

Have an overview of the integration of

capacity planning in the PP System and the

main elements of capacity p lanning.


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Arbeitsplatz /

Work Center

Arbei tspltze / Work Center

Jul' 98

W 28W 27W 26 W 29

Jul' 98

W 28 W 29

1310

1320

1330

Mont. 1

Mont. 2

Material Auftrag / Order

100-500 18752

500-300 600001650

100-500 18770

500-300 600001699

Jun' 98

1310

1320

1330

Arbei tspltze


CapacityCapacity evaluationevaluation

Capacity levelingCapacity leveling ((partpart 1)1)

AvailableAvailable capacitycapacity

CapacityCapacity reqmtsreqmts // --reductionreduction



DetailedDetailed planningplanning


ExtendedExtended planningplanning functionsfunctions

OverviewOverview

Overview Diagram 2


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SAP AG 1999

You are running a manufactur ing company andneed an overview of capacity planning.

Therefore you want to find out about the

capacity planning environment. You are

particularly interested in the basic data such as

the work center and the pegged requirements.

Overview: Business Scenario


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SAP AG 1999

R/3R/3

FIFI

COCO

AMAM

PSPS

WFWF

ISIS

MMMM

PDPD

SDSD

PMPM

QMQM

PPPP

Client / ServerClient / Server

ABAP/4ABAP/4

PP - BD

Basic Data

PP - MPS

Master Prod. Scheduling

PP - MRP

Mat. Reqmts Planning

PPPP -- CRPCRP

CapacityCapacity ReqmtsReqmts PlanningPlanning

PP - SFC

Shop Floor Control

PP - PIProcess Industries

PP - SOP

Sales and Operations Planning

PP - REM

Repetitive Manufacturing

Integration of Capacity Planning (1)

The PP production planning component consists of several integrated components.

Capacity planning is flexible and can be adapted to the relevant point of view.

The user has a planning instrument he can use to help in planning limited resources on various planning

levels (detailed, production-rate and rough-cut). It can be used for every application area and it has

specially-defined functions.

Capacity leveling is an integrated component of the following R/3 applications.

SD Sales and distribution

SOP Sales and Operations Planning

MPS/MRP Master Production Scheduling / Material Requirements Planning

REM Repetitive Manufacturing

SFC Production Control

PD Personnel Planning and Development

PI Process Industries PS Project System

PM/SM Plant Maintenance, Service Management


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Available capaci ty

10 20 30 40 50

Scheduling

t

Capacity requi rementst

BasicBasic datadata Production planningProduction planning PM / PSPM / PS

Capacity evaluationCapacity evaluation//--levelingleveling4

Calendar

Arbeitsp lanRoutingTskLs tGrp C 1

10 Cen ter 1

20

30

Bill of material

MaterialMaterial

A

Planned orders

Production orders

Process orders

SOP orders

Plant maint.

Projects

Capacity Planning Environment (1)

With the help of R/3 basic data such as Material Masters, work plans and work centers, as well as

planned orders and production orders, a database is created, which can show the available capacity and

the capacity required.

Available capacity indicates which activity produces a capacity each day. A capacity is always assigned

to at least one work center.

Capacity requirementsshows how much capacity the individual orders need at a certain point in time.

Capacity requirements are determined during lead time scheduling.

In Capacity evaluation, these requirements can now be compared with the available capacity.

In Capacity levelling, orders can be shared out to avoid overloading. This way it is possible to leverage

the suitable resources or to plan optimal scheduling with sort criteria.


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SOP

MPS

MRP/SFC

TodayToday Months laterMonths later

Planning Views

There are different planning levels available for the individual application areas. For example, you can

plan MRP requirements in the following three ways depending on how specific you want your planning

to be:

Rough-cut planningwith a rough-cut planning profile

Production-rate planningwith a rate routing or a routing

Detailed planningwith a routing


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Available capacityAvailable capaci ty


Capacity requirementsCapacity requirements

Capacity evaluationCapacity evaluation andand --levelingleveling

Capacity reductionCapacity reduction

Capacity Planning / Elements

The available capacityrepresents the capacity available for production.

Schedulingthe sequence of operations determines the times for the capacity requirements.

The system calculates the capacity requirementsusing formulas and dates and quantities for

production.

The capacity evaluationgives you an overview of the load and the requirements for production.

Capacity levelingallows you to achieve optimal planning and an optimal load.

Capacity reductionoccurs when operations are confirmed or order quantities reduced or deleted.


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GeneralGeneral datadata

DefaultDefault valuesvalues

Capacity dataCapacity data

Scheduling dataScheduling data

Personnel systemPersonnel system

datadata

Basic data

Default values

Capacity

Scheduling

Assignments

Work Center Data

Name and description

Standard values key

Effciency rate key

Control key

Standard text key

Wage data

Available capaci ty

Formula key

Individual capacities

Scheduling basis

Queue and move time

Formula key

Labor

Positions

Qualifications

The work center contains several groups of data that are located on different screens. Only the most

important ones are shown in this example.


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(C) SAP AG LO230 2-10

SAP AG 1999

Capacity requirements

Available capaci ty

Printing of s tandard

overview and det.

cap. list

Planing tablePlaning table ((tabulartabular)) Planning tablePlanning table ((graphicalgraphical ))

CapacityCapacity

evaluationevaluation

DiagramsDiagrams

Types of Display

Capacity planning uses several types of display. It uses evaluation lists, block diagrams, bar charts, line

graphs and Gantt charts.

You can also carry out simulations with the planning tables.


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(C) SAP AG LO230 2-11

SAP AG 1999

You have an overview of the integration,

environment and elements of capacity

planning.

Overview: Summary


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Capacity Evaluation

Capacity overviews

Order detail lists

Graphics

Printing functions

System settings

Contents:


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At the conclusion of this topic you wil l know:

What opt ions there are for comparing the

capacity requirements with the available

capacity

How to create new overall prof iles

Capacity Evaluation: Objectives


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Arbeitsplatz /

Work Center

Arbei tspltze / Work Center

Jul' 98

W 28W 27W 26 W 29

Jul' 98

W 28 W 29

1310

1320

1330

Mont. 1

Mont. 2

Material Auftrag / Order

100-500 18752

500-300 600001650

100-500 18770

500-300 600001699

Jun' 98

1310

1320

1330

Arbei tspltze


CapacityCapacity evaluationevaluation


AvailableAvailable capacitycapacity

CapacityCapacity reqmtsreqmts // --reductionreduction



DetailedDetailed planningplanning


ExtendedExtended planningplanning functionsfunctions

OverviewOverview

Overview Diagram 3


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Capacity Evaluation: Business Scenario

You want to evaluate the work center load forproduction. You use the capacity evaluation

funct ions to compare capacity requirements with

available capacity. You can see the pegged

requirements f rom the results of the evaluation

and thus decide whether you need to take

measures to keep to the production dates.


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Availab le capaci ty

10 20 30 40 50

Scheduling

t

Capacity requi rementst

Basic dataBasic data Production planningProduction planning PM / PSPM / PS

Capacity evaluation/-levelingCapacity evaluation/-leveling

Planned orders

Production orders

Process orders

SOP orders

Plant maint.

Projects

4

Calendar

Arbeits planRoutingTskLs tGrp C 1

10 Cen ter 1

20

30

Bill of material

MaterialMaterial

A

Capacity evaluation/leveling

Capacity Planning Environment (2)

In the capacity evaluations, the capacity requirements are compared to the available capacity.

Capacity evaluation has to perform the following:

Determination of available capacity

Determination of capacity requirement

Comparison of available capacity to capacity requirement


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Initial screen

Access ing Capacity Plann ingAccessing Capacity Plann ing


Settings Selection

Standard

overview

Variable

overview

Detailed

capacity l ist

Work center

Load

Orders

...

Variable

Profile 1

...

...

Procedure in Capacity Evaluation

Capacity evaluations are basically accessed using two menu options:The menu Work centerview

accesses evaluations for loads, orders, released orders, order in backlog or overloads.The menu Variable

allows you to access evaluations using profiles created for your specific needs.

When accessing the capacity evaluation the settings are pulled from the overall profile.

This overall profile can be one provided by SAP or a user-specific profile.

To access the evaluation via the work center you can use standard profiles and user-specific profiles.

You can change display using the menu optionSettings.

You can use the menu Selectionto increase or restrict the selection criteria for the capacity evaluation.


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PlanningPlanning

phasephase

RoughRough--cutcu t

Medium

DetailedCharacteristicsCharacteristics

Month Week Day

WCtr area WCtr g roup Work c tr

Incomplete Complete

Time - Display of

periods

Location - Work center hierarchies

Planning

data

Capacity Planning Phases

Capacity planning can use different planning phases. For example, the level of detail of planning can

depend on how close the planning date is to the completion date.


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Graphics PrintingListsLists

Work center Detailed capacity listCapacity

t t


Branch

Standard

overview

Detailed

capacity l ist

Variable

overview

Standard Overview

The standard overview compares the available capacity and the capacity requirements for the selected

work centers for each capacity category. The loads and remaining available capacity are also listed.

From the standard overview you can generate graphics, print lists, maintain work centers and capacities

and from the detailed capacity list you can process orders.

The standard overview can be limited using minimum and maximum load percentages. You can

predefine these in the options profile.


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Cumulated display

Capacity uni t

Requirement unit

yes / no

Time unit

Target / remaining requirement

GeneralGeneral

Time segment / PeriodsTime segment / Periods

HierarchyHierarchy

DistributionDistribution

Requirement prioritizing and comparison of offers can beeither static or dynamic

Selection o f period to be displayed

Period spli t for display

Selection and Display Parameters

Through distribution keys from work center in produc tion orders from operation or work center in network plans / maintenance orders from standard setting of capacity planning per capacity category

The selection and display parameters can be predefined in profiles. They can, however, be changed in

the menu settings.

You can only update the reading time section via Customizing.


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Available

capacity

Availab le

capacity

DDD

AAABBB

CCC

DDD

AAA AAA AAA

BBB BBB

CCC

Display notDisplay not cumulatedcumulated

Cumulated displayCumulated display

Cumulated Display

The cumulated display has the following significance for the standard overview and the variable

overview:

For every period the capacity requirements and the available capacity result from the sum of the

capacity requirements/available capacity in this and the preceding periods. The starting point for the

cumulation is the first period displayed. In this way you get an overview of the period available for

reducing the capacity requirements.


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Periods

Days

10 20 30

1 2 3 4 5 6 7

1 2 3 4

1 2

1

Period

duration

44 DaysDays

11 WeekWeek

33 WeeksWeeks

11 MonthMonth

Period Split

To display the evaluations you can choose between the following period displays:

Month Week Day

Factory calendar day

Posting period

You use the period duration to define thenumberof days or weeks for a period.


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Work center Capacity

. . .. . .

Order Stock-/reqmts list

Order Stock-/requirements l ist

t t

Standard

overview

Detailed

capacity lis t

Variable

overview

Branch

CapacityCapacity EvaluationEvaluation

Detailed Capacity List and its Functions

In the detailed capacity list the orders and their operations are listed by period depending on the work

center selected. They may be sorted, for example, by order number, date, and priority.

From this list you can make changes to the work center, the capacity and the order.

You can call up additional information on the material and the stock/requirements situation.

You can predefine the display using the list profile and change it using the settings menu.


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Overall profile

Options profile Selection profile List profile Graphics profile

Order set Initial set Capacity category set Work center set

Structure of a Profile

The overall profilecontains the names of four subprofiles:

The selection profiledetermines which sets are used to generate the various selection screens and forwhat period the capacity requirements are read from the database.

The list profile defines the layout of the detailed capacity list and the variable overview.

The graphics profiledefines the layout of the graphics.

In the options profilethe default parameters are set for the type of display, the display period, thedistribution and for branches in change or display mode.

The order set, the capacity category set and the work center set are used for the extended selection.


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Multi-dimension set

BasicBasic setset BasicBasic setset

ValueValue VariableVariable VariableVariable ValueValue

BasicBasic setset

Work center Capacity cat. Capacity planner

101&KAPART&KAPLATZPP-MONT1

Structure of a Set

It is important to distinguish between basic sets that always refer to one criterion and multidimension

sets that group together any number of basic sets.

For example, which selection criteria are displayed in a dialog box for selection depends on the basic

sets the multidimension set consists of.

Multidimension sets are always used in the selection profile, in the combinations and in the column

definitions in the variable overview.

Whether and how you can specify values for a selection criterion is determined by the structure of the

relevant basic set. You can use the basic set to specify:

- whether an individual value or a value range can be specified

- whether the criterion is assigned a fixed value and thus no user specification is required

Sets are specified in Customizing for capacity planning and grouped together in a selection profile or in

a combination.

To make it possible to specify an individual value or a value range for a selection criterion, a variablemust be defined for the individual value or for the upper and lower limit of the value range.

You create variables in Customizing for capacity planning.


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Detailed capacity list


Standard

overview

Detailed

capacity lis t

Variable

overview

Branch

Functions in the Variable Overview

You can define the form and content of the variable overview. You use it to display any capacity data

you wish.

In the first column appear the periods. In the following columns you can display, for example, capacity

requirements, available capacities and formulas.

You can predefine the display using the list profile and change it using the settings menu.


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Display Maintain

Display/maintain

Detailedcapacity li st

Goods receiptfor order

t t

Work centerWork center

CapacityCapacityOrderOrder

Confirmation

434518 7596914

Stock/reqmts list

Pegged

requirements

Material Thats whatI want !

Auftrags kopf

Arbeitsvorgnge

Materialkomponenten

Fertigungshilfsmittel

K o st e n P l anSollIst

20

50100

Capacity Planning Environment

From the detailed capacity screen you can use the menuEnvironment to branch to further sections of PP

in change mode or in display mode.

In the options profile in Customizing you can specify that the system is to branch to orders, the work

center and the capacity in change mode or in display mode.

You can also get the system to branch by double-clicking on the fields for the order, the work center or

the capacity.


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Creating work center hierarchies

Maintaining and cumulating available capacity

Profiles for capacity evaluations

Profiles for capacity leveling/extended evaluation

Defining distribution of requirements

M

O

O

D

D

Configuration Sequence Capacity Planning (1)

Legend:

M = Mandatory action (mandatory)

O = Optional action (optional)

D = Action completed as a result of default setting


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OverallOverall profileprofile

Options profile

Selection profi le

List prof i le

Graphics profile

Capacity Planning / Overall Profile Evaluations

The overall profile contains four subprofiles.

In the options profile the default parameters are specified for the type of display, the display period,

distribution and branching in display or change mode. Most of the settings can be changed in the

application using the menu options Settings General for this evaluation run.

The selection profile determines which sets are accessed to generate the various selection screens and

for which period the capacity requirements are read from the database.

The list profile specifies the layout of the detailed capacity list and the variable overview and determines

which list is automatically displayed.

The graphics profile contains settings for the layout of the various graphics:

Determining the earliest/latest dates of operations

Sort sequence such as date, material number, order number

Displaying columns, bars or lines

The line display only makes sense for a cumulative display.


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OverallOverall prof ile evaluationprofi le evaluation Parameter /Parameter / Std profileStd profile

Work center view

Load

Orders

Released

Backlog

Overload

Variable

CY1CY1

CY2CY2

CY3CY3

CY4CY4

CY5CY5

CY7CY7

SAPX911SAPX911

SAPX912SAPX912

SAPX913SAPX913

SAPX914SAPX914

SAPX915SAPX915

User Parameters - Evaluation

An overall profile can be accessed with the user parameters CY1 - CY7 individually for every user.


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Selection profile

Selection control:

Initial set:

Capacity reqmts

category set:

Work center set:

Order set:

Scheduling level:

Version of available capacity

Selection period for reading from the database (KBED)

Read KBED records for work center(s)

Read KBED records for order type(s)

Read KBED records for capacity reqmts categories

Fields for initial screen

Selection of KBED records according to detailed-,

production rate- or rough-cut scheduling and specifying

order categories (take account of scheduling levels table TCX00)

Selection Profile (Capacity Evaluations)

You use the selection profile among other things to specify which sets are used to define the layout of

the various dialog boxes.

You can also specify the database read period in the selection profile in the sectionInterval period. In

the evaluation only those capacity requirements are read from the database where at least one date (for

example, the earliest start date) falls in the period defined. The display period (see settings) must also lie

in the database read period.

During the capacity evaluation you can specify another selection profile with the menu options Planning

-> Profiles -> Selection profile.


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Options profile

General settings: Cap. Unit, Remaining requirements, plannedrequirements, cumulated display, load restrictions

Cumulating

available capacity:

Hierarchy: Yes / no, dynamic, hierarchy name

Interval settings: Start / end of disp lay, period split ,

cumulate backlog to

Distribution of capacity

requirements:

From work center, operation or profile

Goto: Work center, branches in display / change mode

Options Profile (Capacity Evaluations)

The options profile groups together general settings. You can change most of these settings during the

evaluation with the menu options: Settings -> General.

You can change the following parameters during the capacity evaluation using other menu options or a

function key:

Values for the minimum and maximum load displayed in the standard overview

The standard distribution key for work orders and networks/maintenance orders

You cannot change the following parameters during the capacity evaluation:

Date for dispatching the backlog: If remaining requirements are displayed then all the

requirements whose finish dates lie before the date for dispatching the backlog are dispatched to the

period that contains this date.

Indicator "Production order": The indicator specifies whether you branch to production orders in

display mode or in change mode.

Indicator "Planned order": The indicator specifies whether you branch to planned orders in displaymode or in change mode.

Indicator "Work center": The indicator specifies whether you branch to work centers or capacities

in display mode or in change mode.


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Work center

view

Printing

Standard overview list

Work center Det.capacity listCapacity

Indiv. capacity

viewOrder view Project view

Labor

t t

Extended Evaluation (Standard Overview)

In the extended evaluation you can display all relevant objects (persons, individual capacities, SOP

requirements).

You can sort all the lists in any way you like, even in groups.


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Work center

view

Printing

Det. capacity list

Work center Capacity

Indiv.capacity

viewOrder view Project view

Person

Order

Operation

t t

Extended Evaluation (Detailed Capacity List)

In the extended evaluation you can display all relevant objects (persons, individual capacities, SOP

requirements).

You can sort all the lists in any way you like, even in groups.


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Overall profileOverall profile

Selection p rofileSelection p rofile

Object setObject setFilter setFilter set

Control profileControl profile List prof i leList prof ile

Period profi lePeriod p rofile

Requirements groupingRequirements grouping

Evaluation profileEvaluation profile

Time profileTime profile

Structure of a Profile (Extended Evaluation)

The overall profile for the extended evaluation contains six subprofiles whose settings are compatible

with one another. You can maintain them in Customizing for Capacity leveling andExtended evaluation.

In the selection profile you specify which sets are used for the layout of the various selection screens.

In the list profile you specify which list is displayed when you access the extended evaluation. You can

branch from one list to another with the menu option Goto.

In the time profile you specify for what time period the capacity requirements are read from the

database. The database read period, the evaluation period, the planning period and the date for

dispatching the backlog are specified in the time profile. All the requirements are accessed that lie

wholly or partly in the database read period.

In the period profile you specify in which periods the loads are to be displayed. For example, a period

can be one day, several days, one week or several weeks.

In the options profile you specify the work center hierarchy name for the cumulation of available

capacity and capacity requirements and the distribution key. In the control profile you specify the type of presentation and the layout of the data (here lists in period

form).


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Multidimension setMultidimensionMultidimension setset

Object setObject set

VariableVariableVariable

&5KPLANRV&5KPLANRV

Basic SetBasic SetBasic Set

Cap. planner

groupPLANR

Cap. planner

groupPLANR

ValueValueValue

10001000


PlantCRHDWERKS

PlantCRHDWERKS


&5KEARBP&5KEARBP


Work centerARBPL

Work centerARBPL


Capacity

categoryKAPAR

Capacity

categoryKAPAR


&5KKAPARV&5KKAPARV

Structure of a Set (Extended Evaluation)

It is important to distinguish between a basic set and a multidimension set.

The object set stands for a multidimension set. A multidimension set groups together several basic sets.

The field names for the selection fields are defined in the basic set. You can specify values or variables

for these field names.

A default value can be specified for a variable for a particular field name.


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Capacity Evaluation: Summary

In this uni t you have learnt about:

The procedure with overview lists in the

capacity evaluation

The structure of pro files and sets


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Data used in the exercises

Explanation of symbols in the exercises and solutions

Exercises

Solutions

Course Objectives

Business Scenario

Tips & Tricks

Warning or Attention

Data in the exercises

Type of data Data in the training system

Plant 1000 and 1200

Material and routings T-F2## and T-F1## ( T-CV )

Material and rate routing R-1000

Product group PG-100

Work centers T-M##, T-V##, T-L##, T-E##,

T-F##, T-P##, V## and KS##

Work center hierarchies T-V, T-E and H-##

Pooled capacity VOR##

Capacity category P##Grouping key 52

Formulaparameters

LO##

Formula key FO##

Machines L1##, L2## and L3##

Overall profiles Z##SFCG011, Z##SFCG002


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Z230-GES##

Activity group SAP_LO_PP_PRODMAN


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Capacity Evaluation Exercises

Unit: Capacity Evaluation

Topic: Standard Overview

At the conclusion of these exercises, you will be able to:

Use the standard overview in the capacity evaluation

Change the display

You are a capacity planner and have to show an overview of the

capacity requirements versus the available capacity for your

organization. To do this, you choose the standard overview in the

capacity evaluation and, if necessary, switch to the cumulateddisplay.

1-1 Look at the capacity loads for your work centers using your capacity planner group 0##

in the standard overview.

1-1-1 In which evaluation period were the capacity requirements read?

______________________

1-1-2 Specify the menu path that you would use to find this out.

_____________________________________________________

1-1-3 Change the settings in such a way that only those periods are displayed with a

load greater than 40%.

1-2 Now call up the standard overview for the work center T-M##.

1-2-1 Change the display for the standard overview by defining a period as three

days.

1-2-2 Specify the menu path and name the indicator for a standard overview withcumulated capacity requirements and available capacities over the entire

evaluation period.

______________________________________________________

1-2-3 Only analyze the pegged requirements in the first period. What sort of pegged

requirements are there?

_______________________


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Exercises


Topic: Detailed Capacity List


Use the detailed capacity list in the capacity evaluation

Test various selection options

Make changes to the detailed capacity list

You are a capacity planner and want to see in an overview thepegged capacities for the work centers for which you are

responsible. After seeing an overview, you want to release a

production order.

2-1 Call up the detailed capacity list in the capacity evaluation for your work centers T-L##

and T-V##.

2-1-1 Describe the menu option for calling up the detailed capacity list directly.

_____________________________________________________

2-1-2 You want to call up the detailed capacity list for 2 special work centers. To do

this you need an additional menu option. Restrict the selection of work centerson the dialog box with the entry T-*. Describe the additional menu options.

_____________________________________________________

2-2 You want to be able to see which production orders are to be released, and therefore

you want to copy the field "Overall order status" into the detailed capacity list after the

column for pegged requirements. To ensure that the standard list is not overwrittenwhen saving, you have to first create your own list variant in Customizing.

2-2-1 Copy the list variant SAPDETC0 in Customizing for Capacity Planning

(Evaluation). Your detailed list profile should be called ZAPDETC##. Before

saving, it is possible to protect this profile from being changed by other users.

2-2-2 Call up the detailed capacity list for your work centers T-L## and T-V## again.Enter a column for the Overall order status after the column for pegged

requirements. Reduce the column width for the "Overall order status" to 20 and

the column width for "Material" to 8 spaces.


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Save the changes made to the detailed capacity list in your list variant

ZAPDETC##. Note that the subprofile SAPDETF0 is not changed for thedisplayed fields. Before saving, overwrite this profile with ZAPDETF##.

2-2-3 Release the production order with the requirements quantity 80 and update the

evaluation so that you can see the status change directly in the detailed capacity

list.

2-2-4 Look at the detailed capacity list for your work centers T-L## and T-V## again.Switch to the list variant you saved previously to control the detailed capacitylist you created.


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Exercises


Topic: Creating an Overall Profile


Define an overall profile with a new entry screen

You are a capacity planner and want to use certain work centersin the entry screen for selection. You therefore create a newinitial set and include this in a new overall profile. In addition,

you always want to call up this overall profile automatically when

you chooseEvaluation -> Variable.

3-1 Create for your group an overall profile for a new initial set. You want to see thefollowing entry fields in the initial set when you call up this overall profile:

Work center from:Work center to:

Capacity cat.:

Capacity planner group:

Plant:

In addition, the work center T-V## should be set as a value.

3-1-1 In the first step create a new basic set Z230-PLZ##for the entry Work centerfrom/tofor the field name ARBPL. As descriptive text choose ##-Work centerfrom/to. Take two variables for the entry fields and set the value T-V##.

3-1-2 In the second step create a new multidimension set Z230-EIN##for thecomplete initial screen. Copy this set using 5kstart1 as a reference. As adescriptive text, choose ##-Work center, CapCat, CapPl. Change themultidimension set for the entry fields according to the defaults and the

sequence in 3-1.

3-1-3 Copy the selection profile SAPA010 as a separate profile with the name Z230-AUS##and switch the initial set with the multidimension set created in 3-1-2.Choose ##-AUSWas a descriptive text.


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3-1-4 Copy the overall profile SAPX912 as a separate profile with the name Z230-GES##and swap the selection profile with the profile created in 3-1-3. Choose##-GES as a descriptive text.

3-1-5 You always want to call up this overall profile automatically when you choose

Evaluation Variable. Maintain your user parameters by entering your overallprofile for this parameter.

3-1-6 Describe why requirements are also displayed for the work center T-V##.


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Capacity Evaluation Solutions


Topic: Standard Overview

1-1 Look at the capacity loads for your work centers using your capacity planner group 0##

in the standard overview.

1-1-1 Logistics Production Capacity planning Evaluation Work center

view Load

60 days as of today

1-1-2 Specify the menu path that you would use to find this out.Settings General

1-1-3 Change the settings in such a way that only those periods are displayed with a

load greater than 40%.

Settings Evaluations Standard overview

1-2 Now call up the standard overview for the work center T-M##.

1-2-1 Change the display for the standard overview by defining a period as threedays.

Settings Evaluations and radio buttonDay, period duration 3

1-2-2 Specify the menu path and name the indicator for a standard overview withcumulated capacity requirements and available capacities over the entire

evaluation period.

Settings General

Cumulated display

1-2-3 Select Periodand buttonCapacity detail/period


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Solutions


Topic: Detailed Capacity List

2-1 Call up the detailed capacity list in the capacity evaluation for your work centers T-L##and T-V##.

2-1-1 Describe the menu option for calling up the detailed capacity list directly.

Evaluations Work center view Orders

2-1-2 You want to call up the detailed capacity list for 2 special work centers. To dothis you need an additional menu option. Restrict the selection of work centers

on the dialog box with the entry T-*. Describe the additional menu options.

Planning Selection Work center

Once you have specified the restrictions chooseDetailed selection

2-2 You want to be able to see which production orders are to be released, and therefore

you want to copy the field "Overall order status" into the detailed capacity list after thecolumn for pegged requirements. To ensure that the standard list is not overwritten

when saving, you have to first create your own list variant in Customizing.

2-2-1 Copy the list variant SAPDETC0 in Customizing for Capacity Planning(Evaluation). Your detailed list profile should be called ZAPDETC##. Beforesaving, it is possible to protect this profile from being changed by other users.

Tools Accelerated SAP Customizing Edit Project. ButtonEnterpriseIMG.

Production Capacity planning Evaluation Lists Define list

variants for capacity detail list.

Copy SAPDETC0 into ZAPDETC##.


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2-2-2 Call up the detailed capacity list for your work centers T-L## and T-V## again.

Enter a column for the Overall order status after the column for peggedrequirements. Reduce the column width for the "Overall order status" to 20 and

the column width for "Material" to 8 spaces.

Save the changes made to the detailed capacity list in your list variant

ZAPDETC##. Note that the subprofile SAPDETF0 is not changed for the

displayed fields. Before saving, overwrite this profile with ZAPDETF##.Choose Choose fields.

Choose Overall order statusand transfer it to the list Selected fields.

Select Overall order statusand place the cursor on the line material. PressMove.

Change the column width for the Overall order statusand forMaterialand

save this list under your list variant name.

Settings Capacity detail Save list variant

2-2-3 R

LO230 - Capacity Planning

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Transcript of LO230 - Capacity Planning