Sales Operations Planning Training Book

Providing Software Training Services
LIS
Sales & Operations
Planning
Training Book
Prepared by:
Roderick Collins
Exusia
5680 Highway 6, # 144
Missouri City, TX 77459
January 4, 2006
Use or disclosure of this proprietary data is subject to Restriction
Please contact RCollins@exusia.com for specific details
Table of Contents
Step 1 Requirements Definition......................................................................................... 4
Step 2 Creating Field Catalogues, Transaction Code MC18 ............................................. 5
Step 3 Creating Info Structures, Transaction Code MC21 ................................................ 6
Changing Characteristic and Key Figure names........................................................... 11
Creating a Data Element ........................................................................................... 12
Finding Tables and Data Elements ........................................................................... 13
Step 4 Update Rules for Key Figures and Characteristics, Transaction Code MC24 ..... 14
Step 5 Activate Update Rules, Transaction Code OMOZ ............................................... 16
Step 6 Set Parameters for Info Structures and key figures, Transaction Code MC7F .... 19
Step 7 Maintain Planning Types, Transaction Code MC8A .......................................... 21
Planning Table .................................................................................................................. 24
Forecast Accuracy Macro in Planning Table at all levels............................................. 25
Step 8 Create Planning Hierarchy, Transaction MC61.................................................... 26
Transferring Long-Term Planning Data from LTP to LIS ............................................... 27
Copying Key Figures between Info Structures................................................................. 29
Setup Mass Processing Job to Copy Key Figure data from one Info Structure to another30
Transferring Info Structure Data from SOP to COPA...................................................... 33
Characteristics assignment LIS COPA ...................................................................... 33
Key figure assignments................................................................................................. 34
Assignment of info structure to operating concern....................................................... 35
Setup job to Transfer Data from SOP/LIS to COPA .................................................... 37
Confirm Transfer Result in COPA ............................................................................... 38
Copying From one Info Structure to Another, Transaction MCSZ.................................. 38
Master Data Statistics Updates ......................................................................................... 41
IMG Configuration Areas ............................................................................................. 41
Material Master Statistics Update Field........................................................................ 42
Making Fields Required on the Material Master ................................................... 43
Customer Master Statistics Update Field...................................................................... 44
Making Fields Required on the Customer Master ................................................. 44
Standard Analysis Reports................................................................................................ 45
Setup Job to Copy the Statistical Data Version ................................................................ 45
Loading Historical Data into the Info Structure: Statistical setup - Sales ....................... 49
Running Historical Data Upload Programs from the IMG........................................... 53
Mandatory Sequential Steps for Successful Data Transfer from SOP to COPA.............. 53
Common Errors for SOP Not Detecting Master Data In Transaction MC9A (Generate
Master Data) ..................................................................................................................... 54
Creating and Choosing Requirements and Formulas for Info Structures......................... 55
Info Structure S675 Inventory Balances at Storage Location Level............................. 55
Formula Routine Number 932, GR Blocked Stock .................................................. 55
Formula Routine Number 933, Get Sterilization Md ............................................... 57
Formula Routine Number 934, Intransit Stock......................................................... 58
Info Structure 676 Goods Movements......................................................................... 61

Requirement Routine Number 942, Material Type and Movement Type
Requirements ............................................................................................................ 61
Formula Routine Number 935, Formula Value * (-1) .............................................. 61
Info Structure S678 Sales Orders and Deliveries ......................................................... 63
Requirement Routine Number 904, Delivery not GI................................................ 63
Formula Routine Number 919, GDT Delivery Qty ............................................... 64
Formula Routine Number 920, GDT Open Order Quantity ..................................... 66
Info Structure S679 Purchase Requisitions and Purchase Orders ................................ 68
Requirement Routine Number 902, Purchase Organization and Material Type
Requirements ............................................................................................................ 68
Formula Routine Number 904 Open Purchase Order Quantity................................ 68
Formula Routine Number 905, Goods Receipts Open Calculations ........................ 68
Updating Requirements Programs .................................................................................... 71
Requirement ABAP Code checking for field contents ................................................. 72
Updating Formula Program .............................................................................................. 76
Generating Transactional Data for Testing....................................................................... 79
Screen: Create Sales Order: Initial Screen.................................................................. 79
Screen: Create Outbound Delivery .............................................................................. 79
Screen: Create Transfer Order for Delivery Note........................................................ 79
Screen: Enter Other Goods Receipts: Initial Screen ................................................... 79
Screen: Enter Other Goods Receipts: New Items ....................................................... 80
Screen: Change Outbound Delivery ............................................................................ 80
Appendices........................................................................................................................ 81
SOP Flexible Planning Checklist.................................................................................. 81
Info Structure Custom Load Programs ......................................................................... 82
S675 Inventory Data at Storage Location Level....................................................... 82
S676 Inventory Movements...................................................................................... 95
S678 Sales Order Data Historical Load .................................................................... 96
S679 Purchase Requisition and Purchase Order..................................................... 106


SOP Configuration notes
Program to generate forecast is RMCA5256

The following describes the process for creating a complete and comprehensive Flexible
Planning Info Structure in the Sales & Operations Planning
This information is in addition to the online help provided by SAP and not a duplication
of that information.
Comments: make it broader than Sales & Operations Planning , such as forecasting and
re-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 is
required before beginning the configuration.
-state the objectives, you will be able to create LIS SIS information structures, flexible
Sales & 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
Division
Product Hierarchy
Material Type
Material
Storage Location
b. Do you want to exclude any Plants. Divisions, Material Types, etc. from the
hierarchy?
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.
2.
3.
4.
5.
6.
7.
Plant
Div
Movement type
Heirarchy (18 characters)
Material Type
Material
Transaction time
All
All
All
All
FERT, HALB, HAWA, UNBW
All
From transaction
Key Figures
1. Quantity
2. Standard price
Comments
1. Because the transactional demand data required for the PSR is unique at the
plant/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 as
the posting date (BUDAT).
4. Determine the number of days/months to retain data.
5. Determine archiving procedure.
Step 2 Creating Field Catalogues, Transaction Code

MC18
The Field Catalogue is a collection of fields from the SAP system. This catalogue is then
used when creating the Info Structure. Therefore a Field Catalogue must exist, or be
created, and contain the fields that you will need when building the Info Structure. (For
your Info Structure a suitable Field Catalogue may already exist and this step can be
skipped.)
Transaction SPRO
Press Enterprise IMG

>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 Key
figures that you select are from predefined lists.
Step 3 Creating Info Structures, Transaction Code MC21

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

Enter an available Info Structure number (number range is from S500 thru S999).
Enter the application that this Info Structure will use.
Attributes section
Enter the type of Info Structure
Standard (most common, flexible planning can be utilized with this type)
Without Period Unit (flexible planning is not possible with this type because data
is not categorized into periods)
Without Updating



Notes:
1-After creating the Info Structure save it and press the Generate button (this will make
the info structure active).
2-The Plng. Possible check box is an Indicator that determines if an information
structure is relevant in flexible planning.
3-The number of Characteristics that you can assign is limited to nine (9). The
Characteristics will make up your hierarchy, your structure for forecasting.
4-Assign the key figures. The key figures will be the Row Label Headers in the Planning
Table. When you view data in the Planning Table it will be listed by Key Figure in a row
format. The Key Figure will be the header of that row.


5-The Unit field after the key figure is used for determining in which units it will be
updated. 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 be
aggregated.
7-The Fix field, when checked will enable you to fix the values in the flexible planning,
planning table.
You may want to change the listed name of the characteristics in your hierarchy and can
do 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
table in transaction SE11.
Changing Characteristic and Key Figure names

These name changes will only be valid for the specific info structure that you assign.
Transaction SE11
Click the Create button
Enter your Access Key (if not already entered and stored in the system)
Example 1
Enter the new Structure name, beginning with a Z character
Structure name ZLIS_KeyFigures
Key Figure name mapping
Short text
RCollins
05/30/2002
Original language EN English
Last changed
Status
Active
Saved
Development class $TMP
Screen: Maintain Table
Attributes tab
Enter Delivery Class: Customizing Table (protected against SAP system upgrades)
Table Maintenance Allowed: Do not check
Fields tab
Example 2
Enter the new Structure name, beginning with a Z character
Enter Delivery Class: Customizing Table (protected against SAP system upgrades)
Table Maintenance Allowed: Do not check
Structure name ZSOP_CHARS
Short text
Reference characteristics fields for SOP tables
05/30/2002
Last changed
RCollins
Development class $TMP
Status
Active
Saved
Field name
BRSCH
MVGR4
Type name DtypLength Short text

CHAR4
Sector
ZBRSCH
Segment
ZMVGR4
CHAR3
Check table
0
0

Dec.pl

CHAR6
BZIRK
ZBZIRK
CHAR3
KVGR4
ZKVGR4
CHAR10
KUNNR
ZKUNNR
PWERK
ZPL_PLANT CHAR4
MATNR
ZMATNR
CHAR18
PROVG
ZPROVG
CHAR2
MVGR1
ZMVGR1
CHAR3
MVGR3
ZMVGR3
CHAR3
MATKL
ZMATKL
CHAR9
Region
Territory
Customer
Planning Plant
SKU
Product line
Product group
Sub-family
Product family
0
0
0
0
0
0
0
0
0
Example 3
Structure name ZLIS_CHAR
Info Structure Ref Table for Characteristics and Key Figures
Short text
06/19/2002
Last changed
RCollins
Saved
Development class ZR22
Status
Active
Field name
MENGE
LFIMG
UMLME
Type name
ZMENGE
ZLFIMG
ZUMLME
D.P. RefTbl
RefFld
Dtyp Length Short text
GR Blocked Stock 3 MSEG
MEINS
QUAN 13
QUAN 13
Issued Quantity
3 MCLIPS VRKME
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 name
Note: You may need to create a ZXXXX Data Element name. See Creating a Data
Element 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 SAP
provided field uses. See finding tables and data elements below)
Enter the Reference field (You can use the same Reference field that the original SAP
provided field uses. See finding tables and data elements below)
Now go to transaction MC22,
Screen: Change Info Structure: Fields
Double click on the individual name (characteristic or key figure) that you desire to
change.
A pop-up box will appear. In this box change the reference table and the reference field
to 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 SE11
Select Data Element and Enter the name ZXXXXX
Or from within your Structure/Table
Enter your desired Data Element name in the Type field.

If the Data Element does not exist you will be prompted with a message.
Double click the Data Element or click in the message box to create the Data Element.
Screen: Dictionary: Create Data Element
Enter Short Text (this is the name that will appear for the characteristics or key figures)
Enter Domain name (This should be the same Domain name that appears for the field you
are cross referencing. For example, SAP provided Data Element LFIMG contains the
Domain name MENG13 so my new Data Element ZLFIMG will contain the same
Domain name.)
Enter the desired Short field labels (These fields are abbreviated short text descriptions.)
Press Save button
Finding Tables and Data Elements

Transaction SE12
Select the radio button Data Element
Enter the Data Element name
Select the Where Used Icon button from the Header
A popup box will appear
Select the radio button Table Fields
Press Enter
The Data Element XXXX in Table Fields Screen will appear
Find a SAP Standard table
Double click the Data Element which is associated with a SAP Standard Table
Scroll over to the far right to view the Reference table and Reference field
***The Short text is the new name that will appear in your characteristics list and
planning table hierarchy. These new names will be used throughout the SAP System for
this 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.
Step 3 Enter the name of the info structure that you want link to this new custom table.
Change the Reference table name to the name of your custom table, as noted in
the example below. (The Data Element will be updated automatically.)
Field name
BRSCH
Reference table ZSOP_CHARS

Reference field BRSCH
Data element ZBRSCH
Domain name BRSCH

Source table MCVBAK
Source field BRSCH
Step 4 Update Rules for Key Figures and

Characteristics, Transaction Code MC24
SPRO
Logistics General
>LIS
>>Logistics Data warehouse
>>>Updating
>>>>Updating Definition
>>>>>Specific definition using update rules
>>>>>>Maintain update rules


Select Create
Enter the Info Structure name
Enter the Update group (stats)
Note: ( Multiple update groups can be assigned to one info structure.)
Now you can create the Update rules for each key figure
Double click on the Key figure
The Source field data fields should already be populated by default
Next, populate the Date field for period determination section with the appropriate Table
for date and Date field data. Use the selection boxes for these fields. Remember these
fields determine the period that is updated.
Next, place the cursor in the first Fey figure field and click the rules for characteristics
button. Note the Source Table and Source field of each characteristic must be located
within the Update group (stats) that was selected when creating this Update Rule.
Rules for key figures
Rules for Characters
Generate the Update Rules
Resolve and errors noted in the generation log. Typical errors would include changing
the table and field names within the update rules for the characteristics.
Now activate the update rules by pressing the Updating button which will take you to the
next step (Activate Update Rules).
Some Characteristics that you are updating are not be contained in the communications
structure that you are using. If this is the case than you will need to either use a different
communication structure or add the Characteristic field to a Table that is listed in your
communications structure.
Selecting a different communications structure is possible, but you will need to recreate
your info structure and select a different application. For example, if you selected
Application Type 01 Sales & Distribution, this time select 03 Logistics because it will
offer you a broader range of Characteristic and Key Figure choices. When choosing to
select a different communication structure you may need go back to the Rules for Key
Figures and see if you can change the source fields.
When creating the Update Rules, if the source fields that you desire are not available,
adding the Characteristic Field to your Table may be the best option. This option
requires more work and development skills, but it will achieve your desired result when
done properly.
Adding the Characteristic Field to your Table
(Note: this work requires a SAP AG issued Developers Key)
From SAP Transaction Window
Enter SE11 this is the ABAP Dictionary

Select Structures (click the radio button called Structures)
Enter the Table Name (this is a table name that appeared in your Communications Tables
when you were creating the Update Rules)
Press the Change button
Note: this work requires a SAP AG issued Developers Key
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 OMOZ

From the IMG, Use menu path
Logistics General
>LIS
>>>Updating
>>>>Updating Control
>>>>>Activate Update


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


choose module, sales and Distirbution
Sales Orders within the organization level write to LIS

SPRO
Logistics General
>LIS
>>>Updating
>>>>>Settings: Sales
>>>>>>Update Group
>>>>>>>Assign Update group on Item level
SPRO
Logistics General
>LIS
>>>Updating
>>>>>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
In Configuration
Copying from one Info Structure to another Info Structure

Transaction 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 key

figures, Transaction Code MC7F
Or Transaction SPRO
>Production
>>Sales and Operations Planning (SOP)
>>>Master Data
>>>>Set parameters for info structures and key figures


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Providing Software Training Services

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Use or disclosure of this proprietary data is subject to Restriction

Providing Software Training Services

Program to generate forecast is RMCA5256

Step 1 Requirements Definition

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3. Does the data need to be captured in specific time periods?

Chart 2: PSR Demand Info Structures Layout

Step 2 Creating Field Catalogues, Transaction Code

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Step 3 Creating Info Structures, Transaction Code MC21

Use or disclosure of this proprietary data is subject to Restriction

Providing Software Training Services

Use or disclosure of this proprietary data is subject to Restriction

Providing Software Training Services

Use or disclosure of this proprietary data is subject to Restriction

Providing Software Training Services

Use or disclosure of this proprietary data is subject to Restriction

Providing Software Training Services

Use or disclosure of this proprietary data is subject to Restriction

Providing Software Training Services

Changing Characteristic and Key Figure names

Type name DtypLength Short text

Use or disclosure of this proprietary data is subject to Restriction

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The Field Name is the original field name.

Creating a Data Element

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Finding Tables and Data Elements

Reference table ZSOP_CHARS

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Step 4 Update Rules for Key Figures and

Use or disclosure of this proprietary data is subject to Restriction

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You will now see the Field Names that are

Step 5 Activate Update Rules, Transaction Code OMOZ

Use or disclosure of this proprietary data is subject to Restriction

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Use or disclosure of this proprietary data is subject to Restriction

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Sales Orders within the organization level write to LIS

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Step 6 Set Parameters for Info Structures and key

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