Preface

15

How This Book Is Organized

15

Acknowledgments

18

Conclusion

18

1 Introduction to Demand Planning

19

1.1 What Is Demand Planning?

19

1.1.1 Importance of Demand Planning in the Supply Chain

20

1.1.2 Key Elements and Steps of Demand Planning

21

1.1.3 Future of Demand Planning

23

1.2 Demand Planning with SAP

24

1.2.1 SAP IBP Solution Portfolio

25

1.2.2 SAP IBP for Demand

32

1.2.3 Demand Sensing

35

1.3 Summary

37

2 Configuring the Demand Planning Data Model

39

2.1 Architecture

40

2.2 Attribute and Master Data Type

43

2.2.1 Attributes

44

2.2.2 Master Data Types

46

2.3 Time Profile and Planning Area

54

2.3.1 Time Profile

55

2.3.2 Planning Area

62

2.3.3 Manage the Planning Area

71

2.4 Planning Level and Attribute as Key Figure

83

2.4.1 Planning Level

83

2.4.2 Attribute as a Key Figure

91

2.5 Key Figures

93

2.5.1 Key Figure Types

94

2.5.2 Manage Key Figures

99

2.5.3 Key Figure Calculations

108

2.5.4 Calculation Chain

110

2.5.5 Calculation Function and Expressions

115

2.6 Version Management

126

2.7 Planning Operators

129

2.7.1 Planning Operator Types

129

2.7.2 Advanced Copy Operator

131

2.7.3 Snapshot Operator

139

2.8 Global Configuration

141

2.9 Summary

143

3 Configuring the Demand Sensing Data Model

145

3.1 Planning Area

145

3.1.1 Time Profile Levels

146

3.1.2 Master Data Types

147

3.1.3 Planning Levels

150

3.1.4 Key Figures

152

3.1.5 Planning Operators

157

3.1.6 Calendars

158

3.2 Lag-Based Snapshots

159

3.3 Global Configuration

161

3.4 Summary

162

4 Statistical Forecasting

163

4.1 Introduction to Statistical Forecasting

164

4.2 Statistical Forecasting Model Configuration

166

4.3 Preprocessing and Data Cleansing

168

4.3.1 Outlier Correction

168

4.3.2 Substitute Missing Values

178

4.4 Constant Models

180

4.4.1 Simple Average

180

4.4.2 Simple Moving Average

181

4.4.3 Weighted Average

182

4.4.4 Weighted Moving Average

183

4.4.5 Single Exponential Smoothing

185

4.4.6 Adaptive Response Rate Single Exponential Smoothing

187

4.4.7 Copy Past Periods

189

4.5 Trend Models

190

4.5.1 Brown's Linear Exponential Smoothing

190

4.5.2 Double Exponential Smoothing

193

4.5.3 Auto-ARIMA/ARIMAX

196

4.6 Seasonal Models

199

4.6.1 Triple Exponential Smoothing

199

4.6.2 Auto-SARIMA/SARIMAX

202

4.6.3 Seasonal Linear Regression

204

4.7 Regression and Sporadic Models

205

4.7.1 Multilinear Regression

206

4.7.2 Croston Method

210

4.7.3 Croston TSB Method

212

4.8 Classification/Advanced Models

215

4.8.1 Gradient Boosting of Decision Trees

215

4.8.2 Automated Exponential Smoothing

217

4.9 Postprocessing Models

220

4.9.1 Forecast Error Measures

220

4.9.2 Forecast Accuracy Calculation

224

4.9.3 Manage Forecast Error Calculations (Demand Planning)

231

4.10 Advanced Forecast Automation

233

4.11 Summary

236

5 Event-Based Planning

237

5.1 Product Lifecycle Planning

237

5.1.1 Lifecycle Planning Process

238

5.1.2 Configure Product Lifecycle Planning

241

5.1.3 Aggregated Lifecycle Planning

254

5.2 Manual Forecasting

255

5.3 External Forecasting

259

5.3.1 External Forecasting Process

259

5.3.2 Configure External Forecasting

260

5.4 Driver-Based Planning

264

5.4.1 Driver-Based Planning Process

264

5.4.2 Configure Driver-Based Planning

265

5.5 Promotional Planning

272

5.5.1 Promotional Planning Process

273

5.5.2 Configure Promotional Planning

275

5.6 Financial Planning

282

5.7 Summary

284

6 Operational Demand Planning

285

6.1 Demand Sensing

286

6.1.1 Introduction to Demand Sensing

287

6.1.2 Configure Demand Sensing Forecast Models

291

6.1.3 Forecasting Models

296

6.2 Lag-Based Planning

315

6.3 Summary

318

7 Data Segmentation and Realignment

319

7.1 Data Segmentation

319

7.2 ABC/XYZ Segmentation Rules

323

7.2.1 General Settings

323

7.2.2 Settings for Both Segmentations

324

7.2.3 ABC Segmentation

325

7.2.4 XYZ Segmentation

329

7.3 ABC/XYZ Simulation

333

7.3.1 ABC Segmentation Simulation

334

7.3.2 XYZ Segmentation Simulation

346

7.4 Data Realignment

353

7.4.1 Realignment Concepts

353

7.4.2 Master Data Realignment

355

7.4.3 Key Figure Data Realignment

356

7.4.4 Set Up the Realignment Project

361

7.4.5 Upload Realignment Project

365

7.5 Summary

367

8 Microsoft Excel-Based Planning

369

8.1 SAP IBP, Add-In for Microsoft Excel Ribbon

370

8.1.1 Build Planning View Templates

372

8.1.2 Templates and Favorites

374

8.1.3 Manage Master Data

378

8.2 Planning View Formatting

379

8.2.1 EPM Formatting

379

8.2.2 Local Member Formatting

389

8.2.3 VBA Hooks

391

8.3 Simulation Planning

395

8.3.1 Planning View with Simulation

396

8.3.2 Planning View with Scenarios

398

8.3.3 Planning View with Version

402

8.4 Planner Collaboration

407

8.4.1 Planning Notes

408

8.4.2 Change History

411

8.4.3 Key Figure Fixing

414

8.4.4 User Settings and Help

415

8.4.5 Collaboration

419

8.5 Summary

420

9 Exception Management with Analytics and Dashboards

423

9.1 Advanced Analytics and Dashboards

425

9.1.1 Advanced Analytics

425

9.1.2 Advanced Dashboards

432

9.2 Custom Alerts

434

9.2.1 Define and Subscribe to Custom Alerts

434

9.2.2 Machine Learning in Alert Rules

439

9.2.3 Custom Alert Overview

442

9.2.4 Monitor Custom Alerts

445

9.3 Case Management

446

9.4 Intelligent Visibility

447

9.5 Navigate to Other SAP Systems

450

9.5.1 Static Navigation

450

9.5.2 Dynamic Navigation

452

9.6 Summary

454

10 Data Integration

455

10.1 Data Integration Using the Web UI

456

10.1.1 Manual Data Upload

456

10.1.2 Mass Data Upload

457

10.2 Data Integration Using SAP Cloud Integration for Data Services

461

10.2.1 Data Transfer Process

461

10.2.2 Cloud Data Integration Architecture

464

10.2.3 SAP Standard Interfaces for Demand Planning

465

10.2.4 Data Integration with SAP ERP and SAP S/4HANA

468

10.2.5 Data Integration with Other SAP Systems and Files

474

10.2.6 Data Integration Using API Services and Databases

480

10.2.7 Process Chain with SAP Cloud Integration for Data Services

483

10.2.8 SAP Cloud Integration for Data Services Administration

485

10.3 Data Integration with Other SAP IBP Modules

488

10.3.1 Integration with SAP IBP for Sales and Operations

489

10.3.2 Integration with SAP IBP for Inventory

490

10.3.3 Integration with SAP IBP for Response and Supply

491

10.3.4 Integration with SAP Supply Chain Control Tower

492

10.4 Summary

493

11 Identity and Access Management

495

11.1 Identity Authentication

495

11.2 Identity and Access Management Configuration

497

11.2.1 Business User

497

11.2.2 Maintain Business Roles

499

11.2.3 Restrictions

500

11.3 Permission Filters

501

11.3.1 Attribute Permission for Master Data

503

11.3.2 Manage Editability Horizon for Key Figures

505

11.4 Planning Filters

507

11.4.1 Planning Filters App

508

11.4.2 SAP IBP, Add-In for Microsoft Excel

509

11.5 Identity and Access Management Information System

511

11.6 Summary

513

12 Application Job Scheduling

515

12.1 Templates

516

12.1.1 Create Application Job Template

517

12.1.2 Use Application Job Template

519

12.2 Application Jobs

520

12.2.1 Application Jobs App

521

12.2.2 Manage Application Jobs from SAP IBP, Add-In for Microsoft Excel

524

12.2.3 Manage Application Jobs with Process Management

524

12.2.4 External Application Job Scheduling

530

12.2.5 Application Jobs with Machine Learning

532

12.2.6 Application Jobs KPIs

536

12.3 Application Logs

537

12.4 Data Lifecycle Management

538

12.5 Summary

547