Table of Contents

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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
The Author
549
Index
551