Preface

15

Who This Book Is For

15

How This Book Is Organized

15

Conclusion

18

1 Introduction to PP/DS with SAP S/4HANA

19

1.1 What Is Production Planning and Detailed Scheduling?

20

1.1.1 Production Planning

21

1.1.2 Detailed Scheduling

22

1.2 PP/DS with SAP

23

1.2.1 SAP Advanced Planning and Optimization

24

1.2.2 Key Simplifications in PP/DS for SAP S/4HANA

30

1.2.3 Deployment

33

1.2.4 Architecture

39

1.3 Summary

42

2 Master Data

43

2.1 Integration Models

43

2.1.1 Create the Integration Model

44

2.1.2 Activate the Integration Model

47

2.2 Locations

49

2.3 Product Master

54

2.3.1 Activation of Advanced Planning for Materials

54

2.3.2 Deactivation of Advanced Planning for Materials

57

2.3.3 Advanced Planning Settings Specific to the Material Requirements Planning Area

61

2.3.4 Flexible Integration of Material to Embedded PP/DS

62

2.4 Work Centers and Resources

66

2.4.1 Work Centers

67

2.4.2 Resources

72

2.5 Sources of Supply

75

2.5.1 Production Data Structure

75

2.5.2 Transfer of Routing to PP/DS as Production Data Structures

75

2.5.3 Transfer of Master Recipes as Production Data Structures to PP/DS

82

2.5.4 External Procurement Sources of Supply

83

2.6 Classes and Characteristics

88

2.7 Quota Arrangements

92

2.8 Setup Matrix

96

2.8.1 Static Setup Matrix

97

2.8.2 Generated Setup Matrix

100

2.9 Summary

109

3 Configuration

111

3.1 Activating PP/DS in SAP S/4HANA

111

3.2 Basic Settings for Embedded PP/DS

113

3.2.1 Model Version Management

113

3.2.2 Integration Settings

116

3.2.3 Transaction Data Transfer

127

3.2.4 Configuration Schema of the PP/DS System

129

3.2.5 Global Parameters and Default Values

130

3.2.6 Master Data Settings

135

3.3 Heuristics Configuration

142

3.3.1 Heuristic Settings

142

3.3.2 Heuristics Profiles

145

3.4 Planning Procedures

146

3.4.1 Planning Procedure Settings

146

3.4.2 Settings for Production Planning Runs in PP/DS

150

3.5 Order View Settings

154

3.6 Detailed Scheduling Planning Board

160

3.6.1 Overall Profile

160

3.6.2 Time Profile

161

3.6.3 Work Area

162

3.6.4 Planning Board Profile

163

3.7 Application Logs for PP/DS

168

3.8 PP/DS Optimizer Settings

169

3.9 Summary

173

4 Data Transfer for Transaction Data

175

4.1 Activating the Integration of Transaction Data

175

4.2 Planned Independent Requirements

177

4.3 Planned Orders

182

4.4 Production Orders

187

4.5 External Procurement Orders

191

4.6 Stocks and Batches

194

4.7 Inspection Lots

196

4.8 Maintenance Orders

198

4.9 Sales Orders

202

4.10 Production Campaign

207

4.11 Transaction Data with Flexible Integration

208

4.12 Initial Transfer and Retransfer of Transaction Data to PP/DS

211

4.13 Summary

214

5 Production Planning

217

5.1 Determining When PP/DS Should Be Used for Planning

218

5.2 Basic Functions in PP/DS Planning

221

5.2.1 Pegging

221

5.2.2 Planning Horizon and Planning Time Fence

228

5.2.3 Net Requirements Calculation

230

5.2.4 Procurement Quantity Calculation

233

5.2.5 Target Stock Level and Safety Stock Methods

235

5.2.6 Source Determination

246

5.3 Leveraging Planning Heuristics

246

5.3.1 Planning of Standard Lots

247

5.3.2 Reorder Point Planning

253

5.3.3 Planning of Standard Lots in Three Horizons

255

5.3.4 MRP Heuristic

258

5.3.5 Demand Propagation Heuristic

260

5.3.6 Quota Heuristic

261

5.3.7 Planning of Standard Lots for Co-Products

262

5.4 Leveraging Service Heuristics

264

5.4.1 Bottom-Up Rescheduling

264

5.4.2 Top-Down Rescheduling

270

5.4.3 Change Order Priorities

271

5.4.4 Create Fixed Pegging

271

5.4.5 Delete Fixed Pegging

274

5.4.6 Stage Numbering

275

5.4.7 Repetitive Manufacturing

279

5.5 Heuristics for Inactive Planned Orders

284

5.6 Triggering a PP/DS Planning Run

286

5.6.1 Production Planning Run in Interactive Mode

287

5.6.2 Production Planning Run in the Background

292

5.6.3 Interactive Production Planning

296

5.6.4 Planning PP/DS Materials in MRP Live (One MRP Run)

308

5.7 Monitoring and Evaluating the Planning Runs

309

5.7.1 PP/DS Planning Log

309

5.7.2 Evaluate the MRP Live Execution

312

5.7.3 Evaluate the PP/DS Background Planning Run

313

5.7.4 Monitor Planning Results from MRP SAP Fiori Apps

315

5.8 Leveraging the Production Planning Optimizer

318

5.8.1 Master Data Settings for Production Planning Optimizer

319

5.8.2 Profiles for Production Planning Optimizer

325

5.8.3 Executing the Production Planning Optimizer

334

5.8.4 Analyzing Production Planning Optimizer Results

336

5.9 Planning in PP/DS with SAP Integrated Business Planning for Supply Chain

339

5.10 Summary

342

6 Detailed Scheduling

343

6.1 Determining When PP/DS Should Be Used for Scheduling

344

6.2 Creating a Detailed Scheduling Strategy

347

6.2.1 Strategy Profiles

347

6.2.2 General Strategy Parameters

352

6.2.3 Strategy Parameters for Dependent Objects

368

6.3 Leveraging Detailed Scheduling Heuristics

377

6.3.1 Schedule Sequence

377

6.3.2 Remove Backlog

378

6.3.3 Schedule Operations

380

6.3.4 Minimize Runtime

381

6.3.5 Multilevel Scheduling Framework Heuristics

383

6.3.6 Multiresource Scheduling Heuristic

390

6.3.7 Demand-Driven Scheduling (DDMRP Schedule Sequence)

393

6.4 Triggering PP/DS Scheduling

398

6.4.1 Detailed Scheduling Planning Board

399

6.4.2 Advanced Scheduling Board

413

6.4.3 Monitor Capacity Utilization App

421

6.4.4 Resource Planning Table

426

6.5 Detailed Scheduling Optimizer

430

6.5.1 Objective Functions

431

6.5.2 Optimization Profile

434

6.5.3 Execute and Monitor Detailed Scheduling Optimizer Runs

440

6.6 Summary

447

7 The Alert Monitor

449

7.1 Alert Profiles

449

7.1.1 Activate and Access the Alert Monitor

450

7.1.2 Create Alert Profile

452

7.1.3 Create Overall Profile

457

7.1.4 Transport Profiles

458

7.2 Alert Monitoring

459

7.2.1 Monitor Alerts from the Alert Monitor

459

7.2.2 Generate Alerts in the Background

460

7.2.3 Monitor Alerts from PP/DS Applications

463

7.3 Summary

470

8 Advanced PP/DS Features

471

8.1 Planning with Shelf Life

471

8.1.1 Master Data

472

8.1.2 Integration of Batches with Shelf Life

474

8.1.3 Pegging and Planning

479

8.1.4 Alerts for Shelf Life

481

8.2 Product Interchangeability

484

8.2.1 Master Data

485

8.2.2 Interchangeability in the Planning Process

491

8.3 Characteristics-Dependent Planning

494

8.3.1 Planning and Pegging

494

8.3.2 Block Planning

497

8.4 Push Production

505

8.4.1 Identify the Push Problem

506

8.4.2 Launch the Push Production View

506

8.5 Tank Planning

508

8.5.1 Configuration

509

8.5.2 Master Data

514

8.5.3 Interactive Tank Planning

518

8.6 Production Campaign Planning

521

8.6.1 Configuration

522

8.6.2 Master Data

525

8.6.3 Campaign Planning Tools

528

8.7 Segmentation

535

8.7.1 Master Data

536

8.7.2 Transaction Data

544

8.8 Summary

546

9 SAP Digital Supply Chain Management, edition for SAP S/4HANA

547

9.1 Solution Architecture

547

9.2 Prerequisites

551

9.3 Customizing and Configuration

552

9.3.1 Settings in the ERP System

552

9.3.2 Settings in SAP S/4HANA Manufacturing for Planning and Scheduling

555

9.4 Integration

562

9.4.1 Integration of Master Data

562

9.4.2 Integration of Transaction Data

565

9.5 Summary

567

10 Administering PP/DS with SAP S/4HANA

569

10.1 Core Interface Queue Monitoring

570

10.2 Core Interface Postprocessing

576

10.3 Core Interface Comparison and Reconciliation

582

10.4 Core Interface Application Log Management

588

10.5 SAP liveCache Housekeeping and Reconciliation

589

10.5.1 Housekeeping

590

10.5.2 Data Reconciliation

592

10.5.3 Overview of SAP liveCache Transactions

595

10.6 Administration of PP/DS Master Data

596

10.6.1 Pegging Areas

596

10.6.2 Resources

597

10.7 Housekeeping and Consistency Check Jobs

599

10.8 Summary

601

11 Migration to Embedded PP/DS

603

11.1 New Implementation

604

11.2 System Conversion

605

11.3 Landscape Transformation

608

11.4 Summary

610

Appendices

611

A SAP Notes

611

B The Author

619