Sales Operations Planning Training Book

8/9/2019 Sales Operations Planning Training Book

1/19

Providing Software Training Services

Use or disclosure of this proprietary data is subject to RestrictionPlease contact [email protected] for specific details

LISSales & Operations

PlanningTraining Book

Prepared by:Roderick Collins

Exusia

5680 Highway 6, # 144Missouri City, TX 77459

January 4, 2006


2/19



Table of Contents

Step 1 Requirements Definition......................................................................................... 4Step 2 Creating Field Catalogues, Transaction Code MC18 ............................................. 5Step 3 Creating Info Structures, Transaction Code MC21 ................................................ 6

Changing Characteristic and Key Figure names........................................................... 11Creating a Data Element ........................................................................................... 12Finding Tables and Data Elements ........................................................................... 13

Step 4 Update Rules for Key Figures and Characteristics, Transaction Code MC24 ..... 14Step 5 Activate Update Rules, Transaction Code OMOZ............................................... 16Step 6 Set Parameters for Info Structures and key figures, Transaction Code MC7F .... 19Step 7 Maintain Planning Types, Transaction Code MC8A .......................................... 21Planning Table .................................................................................................................. 24

Forecast Accuracy Macro in Planning Table at all levels............................................. 25Step 8 Create Planning Hierarchy, Transaction MC61.................................................... 26Transferring Long-Term Planning Data from LTP to LIS ............................................... 27Copying Key Figures between Info Structures................................................................. 29Setup Mass Processing Job to Copy Key Figure data from one Info Structure to another30Transferring Info Structure Data from SOP to COPA...................................................... 33

Characteristics assignment LIS COPA ...................................................................... 33Key figure assignments................................................................................................. 34Assignment of info structure to operating concern....................................................... 35Setup job to Transfer Data from SOP/LIS to COPA .................................................... 37Confirm Transfer Result in COPA ............................................................................... 38

Copying From one Info Structure to Another, Transaction MCSZ.................................. 38Master Data Statistics Updates ......................................................................................... 41

IMG Configuration Areas ............................................................................................. 41Material Master Statistics Update Field........................................................................ 42

Making Fields Required on the Material Master ................................................... 43Customer Master Statistics Update Field...................................................................... 44

Making Fields Required on the Customer Master ................................................. 44Standard Analysis Reports................................................................................................ 45Setup Job to Copy the Statistical Data Version ................................................................ 45Loading Historical Data into the Info Structure: Statistical setup - Sales ....................... 49

Running Historical Data Upload Programs from the IMG........................................... 53Mandatory Sequential Steps for Successful Data Transfer from SOP to COPA.............. 53

Common Errors for SOP Not Detecting Master Data In Transaction MC9A (GenerateMaster Data) ..................................................................................................................... 54Creating and Choosing Requirements and Formulas for Info Structures......................... 55

Info Structure S675 Inventory Balances at Storage Location Level............................. 55Formula Routine Number 932, GR Blocked Stock.................................................. 55Formula Routine Number 933, Get Sterilization Md ............................................... 57Formula Routine Number 934, Intransit Stock......................................................... 58

Info Structure 676 Goods Movements......................................................................... 61


3/19



Requirement Routine Number 942, Material Type and Movement TypeRequirements ............................................................................................................ 61Formula Routine Number 935, Formula Value * (-1) .............................................. 61

Info Structure S678 Sales Orders and Deliveries ......................................................... 63Requirement Routine Number 904, Delivery not GI................................................ 63

Formula Routine Number 919, GDT Delivery Qty ............................................... 64Formula Routine Number 920, GDT Open Order Quantity..................................... 66

Info Structure S679 Purchase Requisitions and Purchase Orders ................................ 68Requirement Routine Number 902, Purchase Organization and Material TypeRequirements ............................................................................................................ 68Formula Routine Number 904 Open Purchase Order Quantity................................ 68Formula Routine Number 905, Goods Receipts Open Calculations ........................ 68

Updating Requirements Programs .................................................................................... 71Requirement ABAP Code checking for field contents ................................................. 72

Updating Formula Program .............................................................................................. 76Generating Transactional Data for Testing....................................................................... 79

Screen: Create Sales Order: Initial Screen.................................................................. 79Screen: Create Outbound Delivery .............................................................................. 79Screen: Create Transfer Order for Delivery Note........................................................ 79Screen: Enter Other Goods Receipts: Initial Screen ................................................... 79Screen: Enter Other Goods Receipts: New Items....................................................... 80Screen: Change Outbound Delivery ............................................................................ 80

Appendices........................................................................................................................ 81SOP Flexible Planning Checklist.................................................................................. 81Info Structure Custom Load Programs ......................................................................... 82

S675 Inventory Data at Storage Location Level....................................................... 82S676 Inventory Movements...................................................................................... 95

S678 Sales Order Data Historical Load.................................................................... 96S679 Purchase Requisition and Purchase Order..................................................... 106


4/19



SOP Configuration notes

Program to generate forecast is RMCA5256

The following describes the process for creating a complete and comprehensive FlexiblePlanning Info Structure in the Sales & Operations PlanningThis information is in addition to the online help provided by SAP and not a duplicationof that information.Comments: make it broader than Sales & Operations Planning , such as forecasting andre-engineering the Sales & Operations planning process(it includes a detailed step by step guide to configuring SOP)-check the number of sales for the Configuring FI CO in SAP book-list my credentials-list letter of acknowledgement from CFOs

-each section should be read completely so that you know if development work that isrequired before beginning the configuration.-state the objectives, you will be able to create LIS SIS information structures, flexibleSales & operations planning from beginning to end

Step 1 Requirements Definition

1. What data and /or activities do we want to capture?

For example:All Sales Orders, Purchase Orders, Inventory Movements, Storage Bin balances, etc.Are there any specific order types to include or exclude?

2. a. Identify the reporting hierarchy?For example, see Chart 1 and Chart 2 below

Chart 1

Info Sturcture Hierarchy

Plant

DivisionProduct Hierarchy

Material Type

Material

Storage Location

b. Do you want to exclude any Plants. Divisions, Material Types, etc. from thehierarchy?


5/19



3. Does the data need to be captured in specific time periods?For example: Monthly, Weekly, Daily, or Financial Posting period

Chart 2: PSR Demand Info Structures Layout

Purchasing Infostructure

Characteristics

1. Plant All

2. Div All

3. Movement type All

4. Heirarchy (18 characters) All

5. Material Type FERT, HALB, HAWA, UNBW

6. Material All

7. Transaction time From transaction

Key Figures

1. Quantity

2. Standard price

Comments

1.Because the transactional demand data required for the PSR is unique at theplant/m Type, storage location will not be a characteristic in the info structure

2. Inventory for material types FERT, HALB, HAWA, UNBW will be collected.All other material type inventory will be filtered out and not collected.

3. This info structure will use a periodicity of 'daily' where the day is defined asthe posting date (BUDAT).

4. Determine the number of days/months to retain data.

5. Determine archiving procedure.

Step 2 Creating Field Catalogues, Transaction CodeMC18

The Field Catalogue is a collection of fields from the SAP system. This catalogue is thenused when creating the Info Structure. Therefore a Field Catalogue must exist, or becreated, and contain the fields that you will need when building the Info Structure. (Foryour Info Structure a suitable Field Catalogue may already exist and this step can beskipped.)

Transaction SPROPress Enterprise IMG


6/19



>Logistics General>>Logistics Information System>>>Logistics Data Warehouse>>>>Data Basis>>>>>Field catalogues

>>>>>>Maintain self-defined field catalogues

You can create a catalogue of the individual key figures that you want inside it. The Keyfigures that you select are from predefined lists.

Step 3 Creating Info Structures, Transaction Code MC21Transaction SPROPress Enterprise IMG

>Logistics General>>Logistics Information System>>>Logistics Data Warehouse>>>>Data Basis>>>>>Information Structures>>>>>>Maintain self-defined information structures


7/19



Enter an available Info Structure numbere will use.

tributes section

Standard (most common, flexible planning can be utilized with this type)Without Period Unit (flexible planning is not possible with this type because datais not categorized into periods)Without Updating

(number range is from S500 thru S999).StructurEnter the application that this Info

AEnter the type of Info Structure

t


8/19




9/19




10/19



Notes:1-After creating the Info Structure save it and press the Generate button (this will mathe info s

ketructure active).

termines if an informationant in flexible planning.

3-The number of Characteristics that you can assign is limited to nine (9). Ther hierarchy, your structure for forecasting.

Row Label Headers

2-The Plng. Possible check box is an Indicator that destructure is relev

Characteristics will make up you4-Assign the key figures. The key figures will be the in the PlanningTable. When you view data in the Planning Table it will be listed by Key Figure in a rowformat. The Key Figure will be the header of that row.


11/19



5-The Unit field after the key figure is used for determining in which units it will beupdated. For example, base unit or sales unit of measure, etc.6-The Sum field, when checked will enable the records for this key figure to beaggregated.7-The Fix field, when checked will enable you to fix the values in the flexible plann

planning table.

ing,

hange the listed name of the characteristics in your hierarchy and cano so. For example, one of your characteristic names may be Material, but your client

calls it SKU. In order to make this change you will need to create a custom reference

ic and Key Figure names

c info structure that you assign.

ccess Key (if not already entered and stored in the system)

hort text Key Figure name mappingast changed RCollins 05/30/2002 Original language EN English

Delivery Class: Customizing Table (protected against SAP system upgrades)

Exampture name, beginning with a Z character

izing Table (protected against SAP system upgrades)le Maintenance Allowed: Do not check

SOP_CHARSistics fields for SOP tables

05/30/2002 Original language EN Englished Development class $TMP

e name DtypLength Short text Check table Dec.plSCH CHAR4 Sector 0

HAR3 Segment 0

You may want to cd

table in transaction SE11.

Changing Characterist

These name changes will only be valid for the specifiTransaction SE11Click the Create buttonEnter your AExample 1Enter the new Structure name, beginning with a Z characterStructure name ZLIS_KeyFiguresSLStatus Active Saved Development class $TMPScreen: Maintain Table

Attributes tabEnterTable Maintenance Allowed: Do not check

Fields tab

le 2Enter the new StrucEnter Delivery Class: CustomTab

Structure name ZShort text Reference characterLast changed RCollinsStatus Active SavField name Typ

BRSCH ZBR MVGR4 ZMVGR4 C


12/19



CHAR6 Region 0GR4 CHAR3 Territory 0NNR CHAR10 Customer 0

PWERK ZPL_PLANT CHAR4 Planning Plant 0MATNR ZMATNR CHAR18 SKU 0

PROVG ZPROVG CHAR2 Product line 0000

e 3LIS_CHAR

text Info Structure Ref Table for Characteristics and Key Figures06/19/2002 Original language EN English

ctive Saved Development class ZR22

xt D.P. RefTbl RefFldUAN 13 GR Blocked Stock 3 MSEG MEINS

LFIMG ZLFIMG QUAN 13 Issued Quantity 3 MCLIPS VRKMEUMLME ZUMLME QUAN 15 In-Transit Cross Co 3 MCBEST MEINS

The Field Name is the original field name.The Type Name is the customized Data Element nameNote: You may need to create a ZXXXX Data Element name. See Creating a DataElement listed below.Note: The Short Text field can be modified when creating the Data Element.

Enter the Reference table (You can use the same Reference table that the original SAPprovided field uses. See finding tables and data elements below)Enter the Reference field (You can use the same Reference field that the original SAPprovided field uses. See finding tables and data elements below)

Now go to transaction MC22,Screen: Change Info Structure: FieldsDouble click on the individual name (characteristic or key figure) that you desire tochange.A pop-up box will appear. In this box change the reference table and the reference fieldto the new custom table name and new Z field name.

Click continue.The new short text name will now appear.

Creating a Data Element

Use Transaction SE11elect Data Element and Enter the name ZXXXXX

your Structure/Tablent name in the Type field.

BZIRK ZBZIRKKVGR4 ZKV

KUNNR ZKU

MVGR1 ZMVGR1 CHAR3 Product groupMVGR3 ZMVGR3 CHAR3 Sub-familyMATKL ZMATKL CHAR9 Product family

ExamplStructure name ZShortLast changed RCollinsStatus A

Field name Type name Dtyp Length Short te MENGE ZMENGE Q

SOr from withinEnter your desired Data Eleme


13/19



st you will be prompted with a message.e Data Element.

creen: Dictionary: Create Data Elementcharacteristics or key figures)

be the same Domain name that appears for the field you

re cross referencing. For example, SAP provided Data Element LFIMG contains thetain the same

lds are abbreviated short text descriptions.)ress Save button

ransaction SE12Data Element

nt namebutton from the Header

Fields Screen will appearind a SAP Standard table

**The Short text is the new name that will appear in your characteristics list and

tep 3 Enter the name of the info structure that you want link to this new custom table.

BRSCH

If the Data Element does not exiDouble click the Data Element or click in the message box to create thSEnter Short Text (this is the name that will appear for theEnter Domain name (This should

aDomain name MENG13 so my new Data Element ZLFIMG will conDomain name.)

Enter the desired Short field labels (These fieP

Finding Tables and Data Elements

TSelect the radio button

Enter the Data ElemeSelect the Where Used IconA popup box will appearSelect the radio button Table FieldsPress EnterThe Data Element XXXX in TableFDouble click the Data Element which is associated with a SAP Standard TableScroll over to the far right to view the Reference table and Reference field

*planning table hierarchy. These new names will be used throughout the SAP System forthis info structure.***To link the new custom table to your info structure, go back to transaction MC22.Step 1 Double click on the Characteristics.Step 2 A Pop-up box appears.S

Change the Reference table name to the name of your custom table, as noted inthe example below. (The Data Element will be updated automatically.)

Field name

Reference table ZSOP_CHARSReference field BRSCHData element ZBRSCHDomain name BRSCH


14/19



S ep 4 Update Rules for Key Figures andCode MC24

arehouse

n using update rulesrules

Source table MCVBAKSource field BRSCH

tCharacteristics, Transaction

SPROLogistics General>LIS>>Logistics Data w

>>>Updating>>>>Updating Definition>>>>>Specific definitio>>>>>>Maintain update


15/19



nter the Info Structure namenter the Update group (stats)ote: ( Multiple update groups can be assigned to one info structure.)

u can create the Update rules for each key figureKey figure

ould already be populated by defaultthe Date field for period determination section with the appropriate Table

data. Use the selection boxes for these fields. Remember theseiod

Select CreateEEN

Now yoDouble click on theThe Source field data fields shNext, populatefor date and Date fieldfields determine the per that is updated.

eld and click the rules for characteristicsutton. Note the Source Table and Source field of each characteristic must be locatedithin the Update group (stats) that was selected when creating this Update Rule.

esfor Characters

rors noted in the generation log. Typical errors would include changinge update rules for the characteristics.

rules by pressing the Updating button which will take you to theate Rules).

ome Characteristics that you are updating are not be contained in the communicationse than you will need to either use a different

ommunication structure or add the Characteristic field to a Table that is listed in yourmmunications structure.

nt communications structure is possible, but you will need to recreateation. For example, if you selected

ct 03 Logistics because it willbroader range of Characteristic and Key Figure choices. When choosing to

munication structure you may need go back to the Rules for Keyou can change the source fields.

u desire are not available,

best option. This optionore work and development skills, but it will achieve your desired result when

dding the Characteristic Field to your Tableote: this work requires a SAP AG issued Developers Key)

ction Window

Next, place the cursor in the first Fey figure fibw

Rules for key figurRulesGenerate the Update RulesResolve and erthe table and field names within thNow activate the updatenext step (Activate UpdSstructure that you are using. If this is the cas

ccoSelecting a differeyour info structure and select a different applicApplication Type 01 Sales & Distribution, this time seleoffer you aselect a different comFigures and see if yWhen creating the Update Rules, if the source fields that yo

adding the Characteristic Field to your Table may be therequires mdone properly.

A(NFrom SAP TransaEnter SE11 this is the ABAP Dictionary


16/19



ick the radio button called Structures)le Name (this is a table name that appeared in your Communications Tables

)e button

s a SAP AG issued Developers Key

Select Structures (clEnter the Tabwhen you were creating the Update RulesPress the ChangNote: this work require

Enter your Developers Key

The ABAP Dictionary Screen will appear.

You will now see the Field Names that are

Step 5 Activate Update Rules, Transaction Code OMOZFrom the IMG, Use menu pathLogistics General>LIS>>Logistics Data warehouse>>>Updating>>>>Updating Control>>>>>Activate Update


17/19



Or from within the Update Rules Screen, press the Updating button


18/19



IS>>Logistics Data warehouse

ings: Sales

up on Item level

eral

>>>>Updating Control>>>>>Settings: Sales>>>>>>Update Group>>>>>>>Assign Update group on Header level

Now Run the Master Data Generator

Copying Profiles-copying from one version to another version-Transaction MC6B, from the SOP main screen choose>Settings>>Mass processing>>>Copy Profiles

Copying from one Info Structure to another Info Structure

-Transaction MC6B, from the SOP main screen choose>Settings>>Mass processing>>>Key Figures

ConfigurationCopying from one Info Structure to another Info Structure

choose module, sales and Distirbution

Sales Orders within the organization level write to LIS

SPROLogistics General>L

>>>Updating>>>>Updating Control>>>>>Sett>>>>>>Update Group>>>>>>>Assign Update gro

SPROLogistics Gen>LIS>>Logistics Data warehouse>>>Updating

In


19/19



ransaction SPRO>Production>>Sales and Operations Planning (SOP)>>>Functions>>>>Mass Processing

>>>>>Copying Key Figures between Info Structures>>>>>>Maintain Copy profiles, and>>>>>>Maintain Key Figure Assignment profiles

Step 6 Set Parameters for Info Structures and keyfigures, Transaction Code MC7FOr Transaction SPROPress Enterprise IMG>Production

>>Sales and Operations Planning (SOP)>>>Master Data>>>>Set parameters for info structures and key figures

T

Sales Operations Planning Training Book

Documents

Transcript of Sales Operations Planning Training Book