Sagar Deolalikar is an SAP IBP specialist at Deloitte with more than 15 years of supply chain planning and SAP products experience. He worked as a supply chain planning solution architect and subject matter expert in various large-scale transformation projects, and has led multiple SAP IBP implementation projects. His focus is on implementing core supply chain planning solutions leveraging SAP IBP, SAP ERP and SAP S/4HANA, and SAP APO; he has implemented demand planning, supply planning, and S&OP solutions in companies across the FMCG, heavy equipment manufacturing, and automobile sectors.

2nd edition, updated and revised

· ... Foreword from Franz Hero ... 17

· ... Foreword from Adam Mussomeli ... 19

· ... Preface ... 21

· ... Target Audience ... 22

· ... How to Read This Book ... 22

· ... How This Book Is Organized ... 22

· ... Conclusion ... 25

· ... Acknowledgments ... 26

· 1 ... Introduction to Sales and Operations Planning ... 29

· 1.1 ... Market Drivers ... 29

· 1.2 ... Process Drivers ... 34

· 1.3 ... Technology Drivers ... 38

· 1.4 ... SAP Integrated Business Planning ... 43

· 1.5 ... Summary ... 66

· 2 ... SAP IBP Model and Navigation ... 67

· 2.1 ... SAP Integrated Business Planning Architecture ... 67

· 2.2 ... Planning Model ... 68

· 2.3 ... Navigating the Planning Model ... 75

· 2.4 ... Summary ... 96

· 3 ... Demand Planning ... 97

· 3.1 ... Demand Planning at a Glance ... 97

· 3.2 ... Forecasting Input with Historical Data ... 105

· 3.3 ... Forecast Generation through Statistical Modeling ... 107

· 3.4 ... Driver-Based Planning ... 119

· 3.5 ... Collaborative Financial Modeling of Demand Forecast ... 121

· 3.6 ... Review, Collaboration, and Finalization of the Demand Plan ... 125

· 3.7 ... Summary ... 127

· 4 ... Unconstrained Supply Planning ... 129

· 4.1 ... Unconstrained Planning at a Glance ... 129

· 4.2 ... The Sales and Operations Planning Heuristic ... 131

· 4.3 ... Supply Network Design ... 132

· 4.4 ... Forecast Consumption ... 139

· 4.5 ... Propagating Demand ... 143

· 4.6 ... Propagating Supply ... 155

· 4.7 ... Rough-Cut Capacity Planning ... 162

· 4.8 ... Parameters of the Heuristic ... 165

· 4.9 ... Shelf-Life Planning ... 176

· 4.10 ... Summary ... 180

· 5 ... Constrained Supply Planning ... 183

· 5.1 ... Constrained Supply Planning at a Glance ... 183

· 5.2 ... Sales and Operations Planning Optimizer ... 184

· 5.3 ... Optimization Constraints ... 186

· 5.4 ... Financial Modeling of the Supply Chain ... 188

· 5.5 ... Advanced Optimizer Features ... 197

· 5.6 ... Finite Heuristic ... 206

· 5.7 ... Summary ... 209

· 6 ... Consolidation ... 211

· 6.1 ... Consolidation at a Glance ... 211

· 6.2 ... Financial Projections and Review ... 215

· 6.3 ... Operationalizing the Plan ... 226

· 6.4 ... Summary ... 234

· 7 ... Collaboration and Management by Exception ... 235

· 7.1 ... Collaboration Using SAP Build Work Zone ... 236

· 7.2 ... Custom Alerts ... 244

· 7.3 ... Case Management ... 255

· 7.4 ... Tasks ... 258

· 7.5 ... Summary ... 260

· 8 ... Planning Simulations ... 261

· 8.1 ... Simulation Planning at a Glance ... 261

· 8.2 ... Simulations ... 266

· 8.3 ... Versions ... 269

· 8.4 ... Scenarios ... 274

· 8.5 ... Summary ... 278

· 9 ... Process Management ... 279

· 9.1 ... Process Management in Practice ... 280

· 9.2 ... Setting Up Process Templates and Automations ... 283

· 9.3 ... Manage Processes ... 291

· 9.4 ... Task Management ... 299

· 9.5 ... Process Management with SAP Build Work Zone ... 304

· 9.6 ... Application Programming Interfaces for Process Management ... 306

· 9.7 ... Summary ... 306

· 10 ... Configuring SAP IBP for Sales and Operations ... 307

· 10.1 ... Planning Areas and Time Profiles ... 308

· 10.2 ... Attributes and Master Data Types ... 316

· 10.3 ... Planning Levels ... 325

· 10.4 ... Key Figures ... 328

· 10.5 ... Planning Operators ... 339

· 10.6 ... History Report ... 343

· 10.7 ... Advanced Configuration ... 346

· 10.8 ... System Performance Recommendations ... 346

· 10.9 ... Summary ... 349

· 11 ... Building Planning Views ... 351

· 11.1 ... Planning Views, Templates, and Favorites with Excel ... 351

· 11.2 ... Planning Views, Custom Alerts, and Analytics Charts with Planner Workspaces ... 364

· 11.3 ... Formatting Planning Views ... 370

· 11.4 ... Using Charts ... 377

· 11.5 ... Master Data Worksheets ... 380

· 11.6 ... Using Microsoft Visual Basic for Applications ... 387

· 11.7 ... Summary ... 388

· 12 ... Key Performance Indicators and Performance Monitoring ... 391

· 12.1 ... Key Performance Indicators in SAP IBP ... 392

· 12.2 ... Key Performance Indicators for Supply Chain Sustainability ... 405

· 12.3 ... Monitoring and Continuous Improvement ... 407

· 12.4 ... Summary ... 411

· 13 ... Dashboards and Analytics ... 413

· 13.1 ... Advanced Analytics ... 414

· 13.2 ... Advanced Dashboards ... 428

· 13.3 ... Summary ... 436

· 14 ... Integrating SAP IBP for Sales and Operations ... 437

· 14.1 ... Data Integration Scenarios ... 437

· 14.2 ... Integration for Tactical Planning ... 438

· 14.3 ... Integration for Operational Planning ... 451

· 14.4 ... Other Integrations ... 454

· 14.5 ... Summary ... 455

· 15 ... Roles and Security ... 457

· 15.1 ... Security Management ... 457

· 15.2 ... User Management ... 460

· 15.3 ... Business Roles Management ... 465

· 15.4 ... Permission Filters ... 467

· 15.5 ... Infrastructure Management ... 471

· 15.6 ... Summary ... 473

· ... The Authors ... 475

· ... Index ... 477