837 BB ConfigGuide en de

EHP3 for SAP ERP
6.0
October 2009
English
Flexible Planning (837)

Building Block Configuration Guide
SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices
Flexible Planning (837): Configuration Guide
Copyright
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or the
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Contents
Flexible Planning: Configuration Guide.....................................................................................5
1
Purpose............................................................................................................................. 5
1.1
Preparation........................................................................................................................ 6
2.1
2.1.1
Overview.................................................................................................................. 5
Prerequisites............................................................................................................ 6
Building Blocks.................................................................................................... 6
Configuration..................................................................................................................... 6
3.1
Creation of Planning Info Structure..........................................................................6
3.1.1
Creation of Data Elements..................................................................................6
3.1.2
Creation of Structure...........................................................................................7
3.1.3
Creation of Field Catalogs...................................................................................8
3.1.4
Creation of Info Structure....................................................................................9
3.1.5
Set parameters for Info Structures and Key Figures..........................................10
3.1.6
Creating ABAP Program YQ_FILL_S999...........................................................11
3.1.7
Creating ABAP Program YQ_TRANSFER_TO_SOP........................................12
3.2
Creation of Planning Types....................................................................................13
3.2.1
Local Planning Type and Statistical Forecast Transfer Macro...........................13
3.2.2
Define Global Planning Type.............................................................................16
3.2.3
Define Batch Planning Type..............................................................................18
3.3
Define Macros for Planning Type YQ_BATCH.......................................................20
3.3.1
Copy Macro Local Plan to Local Plan Fix..........................................................21
3.3.2
Copy Macro Global Plan to Global Plan Fix......................................................21
3.3.3
Add. Macro Local Plan Fix + Global Plan Fix = Sales.......................................22
3.4
Create Forecast Profile Y999................................................................................22
3.5
Definition of Activities............................................................................................. 23
3.5.1
Sequence Forecast........................................................................................... 24
3.5.2
Sequence Copy Local Plan to Local Plan fix................................................24
3.5.3
Copy Global Plan to Global Plan fix and Transfer to SOP............................24
3.6
Creation of Background Jobs for Mass Processing...............................................25
3.7
Copy Management................................................................................................ 27
3.7.1
Maintain Method for Editing Statistical Data......................................................27
3.7.2
Transfer S003 S999......................................................................................28
3.7.3
Transfer S999 S076......................................................................................29
3.8
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Definition of Proportional Distribution across Plants..............................................30
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Flexible Planning: Configuration Guide

1 Purpose
This configuration guide provides the information you need to set up the configuration of this
building block manually.
1.1 Overview
To set up the configuration for the scenario flexible planning the following steps must be
executed.
The data basis for the scenario Flexible planning is a self-defined info structure where all
estimated sales data is stored in. For this purpose the data elements, structure, field catalogs
for the configuration of the self-defined info structure have to be maintained in the first step.
For the change of local and global sales plan the corresponding planning types and also userdefined macros that fix and calculates the sales quantities are necessary.
In the scenario a statistical forecast is displayed in the sales plans. The setting for the
calculation of the forecast includes a specified forecast profile, configuration for a job
sequence and a macro for reset the forecast value.
To schedule activities for forecasting, fixing and determining sales quantities automatically,
background jobs for mass processing have to be defined.
The following document describes also the creation of two ABAP programs. The first program
is used to fill the self-defined info structure S999 in the case that standard information
structure S003 has no use full data. The second program is needed in the copy management
to transfer the estimated sales quantity to standard SOP.
Instead of the filling program for info structure S999, you can also use the copy management
to transfer sales data from standard information structure S003 to S999.
At least the factors for proportional distribution across plants have to be configured. All these
settings are described in the following document.
Document
Documen
t
S003
S00
3
Version
S999
S99
9
Version
000
S076
S07
6Version
A00
Sales Organization
Sales
Sales organisation
Production
Production
Distribution channel
chanel
Distribution channel
Material
Division
Division
Plant
BZIRK
Material
BZIRK
Sold
Sold -to -party
Material
Billing
Billin quantity
g
Monthly update of
Monthly update of
Sales history
history
Macro
Macro :
Local planning
Local planning =
Local plan fix
Local plan fix
Macro
Macro :
Global planning
Global plan fix
Billing
Billing quantity
quantity
Transfer
Transfer Sales
Sales for
for
Material to
Material
to SOP
SOP
Stat.
Stat.FC
FC
planning
Local planning
Local
Sales
Sales
Product
Product group
group
Aggregation
Aggregation
group
Product
Product group
Local plan
planfixfix
2
Sold -to-party
Global planning
Global plan fix
Sales
Sales
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A00
Macro
:
Sales = Macro
Local plan
fix +
SalesGlobal
= Local
plan plan
fix fix +
Global plan fix
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2 Preparation
2.1 Prerequisites
2.1.1
Building Blocks
Before you start installing this scenario, you must install prerequisite building blocks. For more
information, see the Building Block Prerequisites Matrix for Chemicals.
3 Configuration
3.1 Creation of Planning Info Structure
Use
The purpose of this activity is to create an Info Structure for demand planning.
3.1.1
Creation of Data Elements
Procedure
1. Access the activity using one of the following navigation options:
SAP Menu
Tools ABAP Workbench Development ABAP

Dictionary
Transaction Code
SE11
2. On the ABAP Dictionary Initial screen select Data type and make the following entries:
Key field
Entry
Data Type
YQ_LOCPL
3. Choose Create.
4. On the Data Element dialog box and choose Enter.
5. On the Maintain Data Element screen choose the Data Type tab page make the following
entries:
Key field
Entry
Short Description
Local planning
Domain
MENGV15_3
6. Choose Field Label tab page and make the following entries:
Key field
Length
Field Label
Short
10
Local Plan
Medium
15
Local Planning
Long
20
Local Planning
Heading
22
Local Planning
7. Choose Save.
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8. Choose Activate.
9. Repeat the steps 1 to 8 for the following 3 data elements:
Data Type
Short
Description
Domain
YQ_GLBFX
Global
planning
fixed
MENGV15_3
YQ_GLBPL
YQ_LOCFX
Global
planning
Local plan
fixed
MENGV15_3
MENGV15_3
Field Label
Key field
Length
Field Label
Short
10
Global Fix
Medium
15
Global Plan Fix
Long
20
Global Plan Fix
Heading
19
Global Plan Fix
Key field
Length
Field Label
Short
10
Global Pln
Medium
15
Global Planning
Long
20
Global Planning
Heading
19
Global Planning
Key field
Length
Field Label
Short
10
Local Fix
Medium
15
Local Plan Fix
Long
20
Local Plan Fixed
Heading
19
Local Plan Fixed
Result
The required data elements have been created and activated.
3.1.2
Creation of Structure
Procedure
SAP Menu
Tools ABAP Workbench Development ABAP

Dictionary
Transaction Code
SE11
2. On the ABAP Dictionary Initial screen select Data type and make the following entries:
Key field
Entry
Data Type
YQFLEXPLAN
3. Choose Create.
4. On the upcoming screen, choose Structure and choose Enter.
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5. On the Maintain Structure screen choose Components tab page and make the following
entries:
Key field
Entry
Short Description
Structure for flexible planning
Component
Component Type
LOCPL
YQ_LOCPL
LOCFX
YQ_LOCFX
GLBPL
YQ_GLBPL
GLBFX
YQ_GLBFX
6. Choose Currency/quantity fields tab page and make the following entries:
Key Field Component
Reference table
Ref. field
LOCPL
S076
BASME
LOCFX
S076
BASME
GLBPL
S076
BASME
GLBFX
S076
BASME
7. Choose Save.
8. Choose Activate.
Result
The structure has been created and activated.
3.1.3
Creation of Field Catalogs
Procedure
IMG Menu
Logistics General Logistics Information System (LIS)

Logistics Data Warehouse Data Basis Field Catalogs
Maintain Self-Defined Field Catalogs
Transaction Code
SPRO
2. On the Choose Activity screen choose Create.

3. On the Create Field Catalog: Initial Screen make the following entries and choose Enter.
Key field
Entry
Field Catalog
YQ01
Field Catalog Description
Flexible planning
Application
01
Catalog Category
Key Figure Catalog
4. Choose Key figures.
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5. On the upcoming selection screen, select 4 random fields of a random source table by
double-click. Make sure that the fields are marked with the copied icon (green checkmark)
and choose Copy + close.
6. On the previous selection screen, choose Copy.
7. On the Create Field catalog: Key figures catalog delete all entries in the fields
SourceTabl, Source Fld and replace the entries in the fields Ref. table, Ref. field with the
following entries:
Ref. table
Ref. field
YQFLEXPLAN
LOCPL
YQFLEXPLAN
LOCFX
YQFLEXPLAN
GLBPL
YQFLEXPLAN
GLBFX
8. Choose Enter to accept the changes to the field catalog and save your entries.
Result
The field catalog with the key figures for flexible planning has been created.
3.1.4
Creation of Info Structure
Use
The purpose of this activity is to create a user defined information structure, which will be
used later for the scenario Flexible Planning.
Procedure
IMG Menu

Logistics Data Warehouse Data Basis Information
Structures Maintain Self-Defined Information Structures
Transaction Code
MC21
2. Choose activity Create.

3. On the Create Info Structure: Initial Screen make the following entries and choose Enter.
Key field
Entry
Information Structure
S999
Information Structure Description
Demand planning
Application
01
Plng possible
Set Flag
Copy from: Info Structure
S003
4. On the Create Info Structure: fields screen choose Choose Charact

5. The Chosen Characteristics: Sequence screen shows the copied characteristics of
standard info structure S003. Choose Select/ deselect (F9) for the characteristic material.
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6. Set the cursor in the line of characteristic sales district and choose move (Shift + F4). The
characteristic material is now moved between the characteristics division and sales
district.
7. Choose Copy (Enter).
8. On the Create Info Structure: fields screen choose Choose Key Figures
9. The screen Chosen Key Figures: Sequence shows the copied Key Figures of standard
info structure S003. Choose one following the other Select/deselect all (F9) for all
characteristics except for billing quantity, Delete (Shift + F2) and Selection List..(F5).
10. On the following Selection List screen, choose the field catalog Flexible Planning by
double-clicking.
11. Choose copy (F5) for each field catalog field of catalog Flexible Planning and also for the
field sales of catalog Key Figures: SOP.
12. Choose Copy and close (Enter).
13. On the Chosen Key Figures: Sequence screen, choose Copy (Enter).
14. Choose Generate and save the new information structure.
Result
The information structure S999 has been created.
3.1.5
Set parameters for Info Structures and Key Figures

This is a cross-client configuration. Ensure that the target client has appropriate
settings (transaction scc4).
Use
The purpose for this activity is to set the appropriate parameters for the created info structure
S999.
Procedure
IMG Menu
Production Sales & Operations Planning (SOP) Master

Data Set parameters for info structures and key figures
Transaction Code
MC7F
2. On the Change View Info structure planning parameters: Overview screen select entry
S999.
3. Choose Details (Ctrl+Shift+F12).
4. On the Change View Info structure planning parameters: Details screen make the
following entries:
Key field
Entry
Planning method
Base Unit of Measure
KG
Planning periods
5. Choose Save.
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6. On the menu tree (on the right side of the screen) double-click the dialog structure
element Key Figure planning parameter.
7. On the Change View Key Figure planning parameters: Overview screen choose the first
key figure ABSAT in the selection list and choose Details.
8. Make the following entries:
Key field
Entry
Time-based disaggregation
selected
Aggregation type
Total created
9. Choose Save.
10. Repeat steps 7-9 for the other 5 key figures, use the following entries and consider the
different settings for the key figure UMMENGE:
Key figure
Key Field
Entry
GLBFX
selected
Aggregation type
Total created
selected
Aggregation type
Total created
selected
Aggregation type
Total created
selected
Aggregation type
Total created
Forecast
selected
selected
Aggregation type
Total created
GLBPL
LOCFX
LOCPL
UMMENGE
Result
The planning parameters for the information structure S999 have been maintained.
3.1.6
Creating ABAP Program YQ_FILL_S999
Use
The purpose of this activity is to create the program YQ_FILL_S999 that uploads example
sales data from an external file into the information structure S999. The program is needed to
simulate sales data if no sales history exists so far in information structure S003.
For the function module upload use the file YQ_FILL_S999.TXT from the HTML-DVD (Path:
Misc\Chemicals\Global\Programs).
Procedure
IMG Menu
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Tools ABAP Workbench Development ABAP Editor
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Transaction Code

SE38
2. On the ABAP Editor: Initial Screen enter YQ_FILL_S999 in the Program field and choose
Source code.
3. Choose Create.
4. On the ABAP: Program Attributes ZYQ_FILL_S999 Change screen, make the following
entries:
Field name
User action and values
Title
Fill information structure S999 with data from Excel sheet
Type
1 - Executable program
Status
K - Customer production program
Fixed point arithmetic
flag set
Unicode checks active
flag set
5. Choose Enter.
6. On the ABAP Editor: Change Report YQ_FILL_S999 screen, choose Load local file.
7. Get the file YQ_FILL_S999.TXT from the HTML-DVD (Path:
8. Choose Check.
9. Choose Activate.
10. Choose Save.
Result
The report YQ_FILL_S999 was loaded and activated.
3.1.7
Creating ABAP Program YQ_TRANSFER_TO_SOP
Use
The purpose of this activity is to create the program YQ_TRANSFER_TO_SOP that
represents the coding for a user defined method YSOP used in the copy management to
transfer sales data to SOP.
For the function module upload use the file YQ_TRANSFER_TO_SOP.TXT from the HTMLDVD (Path: Misc\Chemicals\Global\Programs).
Procedure
IMG Menu
Tools ABAP Workbench Development ABAP Editor
Transaction Code
SE38
2. On the ABAP Editor: Initial Screen enter YQ_TRANSFER_TO_SOP in the Program field
and choose Source code.
3. Choose Create.
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4. On the ABAP: Program Attributes YQ_TRANSFER_TO_SOP Change screen, make the

following entries:
Field name
User action and values
Title
Coding for user method YSOP
Type
S - Subroutine Pool
Status
K - Customer production program
Fixed point arithmetic
flag set
Unicode checks active
flag set
5. Choose Enter.
6. On the ABAP Editor: Change Report YQ_TRANSFER_TO_SOP screen, choose Load
local file.
7. Get the file YQ_TRANSFER_TO_SOP.TXT from the HTML-DVD (Path:
8. Choose Check.
9. Choose Save.
10. Choose Activate.
Result
The report YQ_TRANSFER_TO_SOP.TXT was loaded and activated.
3.2 Creation of Planning Types

Use
The purpose of this activity is to create several planning types, which will later be used for the
scenario flexible planning.
Procedure
1. Access the activity for the creation of planning types using one of the following navigation
options:
IMG Menu
Logistics - General Logistics Information System (LIS)

Planning Tools Maintain planning types Change
Transaction Code
MC8A
3.2.1
Local Planning Type and Statistical Forecast Transfer

Macro
3.2.1.1
Define Local Planning Type
2. On the Create Planning Type screen make the following entry and choose Enter.
Key field
Entry
Planning Type
YQ_LOCAL
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3. On the upcoming Information structure screen make the following entry and choose
Enter.
Key field
Entry
Info structure
S999
4. On the upcoming Define planning type screen make the following entry and choose
Enter.
General Description
Entry
Text
S999: Local planning
Aggr. Planning
Set Flag
Detailed Selection
Set Flag
Planning horizon
Entry
Future periods
12
Historical periods
12
Period offset
5. On the Define Planning Type: Characteristic View screen choose Add Structure row
(Shift+F8).
6. On the upcoming choose Key figures screen choose the key figure Billing quantity and
choose Enter.
7. Back on the Define Planning type: Characteristic view screen choose Row attributes
(Shift + F7), make the following entries on the upcoming line attributes screen and choose
Enter.
Line description
Entry
Freely defined text
Statistical Forecast
Ready for input status
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
8. Choose line Statistical forecast and choose Actual data, previous year (Ctrl+F3). Then a
new line PrvYrAct Billing quantity is created.
9. Choose line PrvYrAct Billing and repeat step 6 with the following data.
Line description
Entry
Freely defined text
PrvYrAct Sales History
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
10. Choose line Statistical forecast and choose Actual data (Ctrl+F1). Then a new line Actual
Billing quantity is created.
11. Choose line Actual Billing quantity and repeat step 6 with the following data.
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Line description
Entry
Freely defined text
Sales History
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
12. Choose line Sales History and choose Insert row (Shift + F6).
13. Choose the inserted line, choose Row attributes and make the following entries to create
a free line for optical reasons and choose Enter.
Line description
Entry
Freely defined text
------------------------------------
Entry
Text line
Set flag
Aggregation type
Entry
No aggregation
Set flag
14. Choose line PrvYrAct Billing and choose Add row (Shift + F5).
15. Repeat step 12 to create a free line under the line PrvYrAct Billing quantity.
16. Choose Add row (shift + F5) twice to create two new lines and repeat the steps 4 and 5
for the key figures Local Planning and Local Plan Fixed.
Key figure
Line Attributes
Entry
Local Planning
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Line description
Entry
Standard text
Set flag
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
Local Plan fixed
17. Choose Save.
Result
The planning type YQ_LOCAL has been created.
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3.2.1.2
Define Statistical FC Transfer Macro
Use
The purpose of this activity is to create a user defined macro, which will later be used to
transfer Statistical Forecast data to Local Planning Data in the scenario flexible planning.
Procedure
1. Access the activity for the creation of macros in planning types using one of the following
navigation options.
IMG Menu

Planning Tools Maintain planning types Change
Transaction Code
MC8B
2. On the Change Planning Type screen make the following entry and choose Enter.
Key field
Entry
Planning Type
YQ_LOCAL
3. On the Planning type: change screen choose Macro Create.

4. On the upcoming screen Define Macro make the following entries.
Key field
Entry
Macro
YQ_COPYFC
Description
Transfer forecast to Local Plan
5. On the Planning type: Change screen make the following entries.

Key field
Entry
Display
Set flag
Operand
Statistical Forecast
Op
=V (copy line)
Result
Local Planning
6. Choose Save and confirm upcoming information message.

7. Go back and choose Save on the Planning Type: Change screen again.
Result
The macro YQ_COPYFC has been created and linked to planning type.
3.2.2
Define Global Planning Type
navigation options.
IMG Menu

Planning Tools Maintain planning types Create
Transaction Code
MC8A
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Key field
Entry
Planning Type
YQ_GLOBAL
Copy from
Entry
Planning Type
YQ_LOCAL
Line layout
Set flag
3. On the Define planning type: Characteristic view screen choose Planning type info
(Ctrl+Shift+F12), make the following entries and choose Enter.
General Description
Entry
Text
S999: Global Planning
Aggr. Planning
Set Flag
Detailed Selection
Set Flag
Planning horizon
Entry
Future periods
12
Historical periods
12
Period offset
4. On the Define Planning Type: Characteristic View screen choose line Local Planning and
choose Delete Row (Shift+F2).
5. Choose line Local Plan fixed and choose Add Row (Shift+F5) for five times.
6. Choose the next inserted line, choose Row attributes and make the following entries to
create a free line for optical reasons and choose Enter.
Line description
Entry
Freely defined text
------------------------------------
Entry
Text line
Set flag
Aggregation type
Entry
No aggregation
Set flag
7. Back on the Define Planning type: Characteristic view screen choose Add structure row
(Shift + F8), choose one after another the following key figures, make the following entries
on the upcoming line attributes screen and choose Enter.
Key figure
Line Attributes
Entry
Global Planning
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Line description
Entry
Standard text
Set flag
Global Plan fixed
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Key figure
Line Attributes
Entry
Global Planning
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
8. Repeat step 5 to create a free line under the line Global Plan fixed.
9. Repeat Step 6 for the key figure Sales with the following data.
Key figure
Line Attributes
Entry
Sales
Line description
Entry
Freely defined text
Set flag
Line text
Transfer to SOP
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
10. Choose Save.
Result
The planning type YQ_GLOBAL has been created.
3.2.3
Define Batch Planning Type
navigation options.
IMG Menu

Planning Tools Maintain planning types Create
Transaction Code
MC8A
Key field
Entry
Planning Type
YQ_BATCH
3. On the upcoming Information structure screen make the following entry and choose
Enter.
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Entry
Info structure
S999
4. On the upcoming Define planning type screen make the following entry and choose
Enter.
General Description
Entry
Text
S999: Planning Type for Background Processing
Aggr. Planning
Set Flag
Detailed Selection
Set Flag
Planning horizon
Entry
Future periods
12
Historical periods
12
Period offset
5. On the Define Planning type: Characteristic view screen choose Add structure row (Shift
+ F8), select the key figure Billing quantity and make the following entry on the upcoming
screen line attributes and choose Enter.
Key figure
Line Attributes
Entry
Billing quantity
Line description
Entry
Freely defined text
Set flag
Line text
Billing quantity (stat. FC)
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
6. Choose line Billing quantity (Stat. FC) and choose Actual data, previous year (Ctrl+F3).
Then a new line PrvYrAct Billing quantity is created.
7. Choose line PrvYrAct Billing quantity and repeat step 5 with the following data.
Line description
Entry
Freely defined text
PrvYrAct Sales History
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
8. Choose line Billing quantity (Stat. FC) and choose Actual data (Ctrl+F1). Then a new line
Actual Billing quantity is created.
9. Choose line Actual Billing quantity and repeat step 6 with the following data.
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Line description
Entry
Standard Text
Set flag
Entry
Output line
Set flag
Aggregation type
Entry
Total created
Set flag
10. Repeat step 5 for the following key figures

Key figure
Line Attributes
Entry
Local Planning
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Line description
Entry
Standard text
Set flag
Entry
Planning line
Set flag
Aggregation type
Entry
Total created
Set flag
Local Plan Fixed
Global Planning
Global Plan Fix
Sales
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11. Choose Save.
Result
The planning type YQ_BATCH has been created.
3.3 Define Macros for Planning Type YQ_BATCH

Use
The purpose of this activity is to create several user defined macros, which will be used later
to copy or calculate data in the scenario flexible planning.
Procedure
1. Access the activity for the definition of macros in planning types using one of the following
navigation options.
IMG Menu
SAP Menu Logistics Production SOP Tools

Planning Type/ Macro Change
Transaction Code
MC8B
3.3.1
Copy Macro Local Plan to Local Plan Fix
Key field
Entry
Planning Type
YQ_BATCH

4. On the upcoming Define Macro screen make the following entries.
Key field
Entry
Macro
YQCOPYLOCP
Description
Copy Local Plan to Local Plan Fix

Key field
Entry
Display
Set flag
Operand
Local Planning
Op
=V (copy line)
Result
Local Plan Fixed

Result
The macro YQCOPYLOCP has been created.
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3.3.2
Copy Macro Global Plan to Global Plan Fix
Key field
Entry
Planning Type
YQ_BATCH

3. On the upcoming Define Macro screen make the following entries.
Key field
Entry
Macro
YQCOPYGLOP
Description
Copy Global Plan to Global Plan Fix

Key field
Entry
Display
Set flag
Operand
Global Planning
Op
=V (copy line)
Result
Global Plan Fix

Result
The macro YQCOPYGLOP has been created.
3.3.3
Add. Macro Local Plan Fix + Global Plan Fix = Sales
Key field
Entry
Planning Type
YQ_BATCH

3. On the upcoming screen Define Macro make the following entries.
Key field
Entry
Macro
YQLOF+GLOF
Description
Local Plan Fix + Global Plan Fix = Sales

Key field
Entry
Display
Set flag
Operand
Local Plan Fixed
Op
+ (Add value)
Operand
Global Plan Fix
Result
Sales
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Key field
Entry
Operand
Billing quantity (stat.FC)
Op
+ (Add value)
Operand
Sales
Result
Sales

Result
The macro YQLOF+GLOF has been created.
3.4 Create Forecast Profile Y999

Use
The purpose of this activity is to configure a profile, which includes relevant parameters and
factors to define a forecast in the scenario flexible planning.
Procedure
navigation options.
IMG Menu
Customizing Logistics - General Logistics Information

System (LIS) Planning Functions Forecast Maintain
forecast profiles
Transaction
MC96
2. Choose New Entries (F5).

3. On the New Entries: Details of Added Entries screen make the following settings.
Key field
Entry
Profl.
Y999
Textfield
Profile for info structure S999
Period definition
Entry
No. of per. (Historical)
12
No. of per. (Forecast)
13
Forecast control
Entry
Forecast strat.
10 (Forecast with constant models)
Period Ind.
W/o zero cons.
Set flag
Corr. vals
Set flag
ApplicationArea
SD
Forecast parameters
Entry
Alpha factor
0,20
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Key field
Entry
Beta factor
0,20
Gamma factor
0,20
4. Choose Save.
Result
The forecast profileY999 has been created.
3.5 Definition of Activities

Use
The purpose of this activity is to define steps for mass processing, which will be carried out i
later n the background in the scenario flexible planning.
Procedure
navigation options.
IMG Menu
Customizing Logistics - General Logistics Information

System (LIS) Planning Functions Mass Processing
Define activities
Transaction
MC8T
3.5.1
Sequence Forecast
2. On the New Entries: Details of Added Entries screen make the following settings.
Key field
Entry
Key f. plng. activity
Sequence in activity
Planning type
YQ_BATCH
Activity
Prognose
Activity profile
Entry
Forecast profile
Y999
Field name
UMMENGE
3. Choose Save.
Result
The background planning activity for the Sequence Forecast has been created.
3.5.2
Sequence Copy Local Plan to Local Plan fix
Repeat the steps 1 to 3 with the following data.
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Key field
Entry
Planning type
YQ_BATCH
Activity
Makro
Activity profile
Entry
Macro
YQCOPYLOCP
Result
The background planning activity for the Sequence Copy Local Plan to Local Plan fix has
been created.
3.5.3
Copy Global Plan to Global Plan fix and Transfer

to SOP
3.5.3.1
Sequence Copy Global Plan to Global Plan fix

Key field
Entry
Planning type
YQ_BATCH
Activity
Makro
Activity profile
Entry
Macro
YQCOPYGLOP
Result
The background planning activity for the sequence Copy Global Plan to Global Plan fix has
been created.
3.5.3.2
Sequence Transfer to SOP

Key field
Entry
Planning type
YQ_BATCH
Activity
Makro
Activity profile
Entry
Macro
YQLOF+GLOF
Result
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The background planning activity for the Sequence Transfer to SOP has been created.
3.6 Creation of Background Jobs for Mass Processing

Use
The purpose of this activity is to create background jobs for mass processing. The activities
defined in section 3.55 will be assigned to background jobs that can later be scheduled
automatically at certain periodic intervals.
Procedure
1.
2.
Access the activity using one of the following navigation options:

SAP Menu
Logistics Logistics Controlling Flexible Planning

Planning Mass Processing Create
Transaction Code
MC8D
On the Create Planning Job screen make the following entries and choose Execute (F8).
Key field
Entry
Job Number
Job Name
CALCULATE STATISTICAL FORECAST
3. On the following Create Planning Job screen make the following entries and choose
Execute (F8).
Key field
Entry
Info structure
S999
Version
A00
4. On the Planning type selection screen select the following entry and choose Copy.
Key field
Entry
Plng.type
YQ_BATCH
Text
5. If the ABAP: Variant Directory of Program RMCA9996 selection screen appears choose
Cancel (F12) to get to the ABAP Variants: Create variant screen.
6. On the ABAP Variants: Create variant screen make the following entry and choose
Create.
Key field
Entry
Create variant
YQ_STATFC
7. If the Variants Change Screen Assignment selection screen appears select option For All
Selection Screens and choose Continue (Enter).
8. On the Maintain variant screen select the following entry and choose Attributes.
Key field
Entry
Planning activity
Aggregation Level
Sold-to party
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9. On the Variants Attributes screen make the following entry and choose Save (Ctrl+S).
Key field
Entry
Meaning
Create stat.FC
10. Repeat steps 1-9 for the second background job and replace the corresponding key fields
with the following entries
Key Field
Entry
Job Number
Job Name
COPY LOCAL PLAN TO LOCAL PLAN FIX
Info structure
S999
Version
A00
Plng.type
YQ_BATCH
Text
S999: Planning type for background processing
Create variant
YQ_COPYLOCPLAN
Planning activity
Aggregation Level
Sold-to party
Meaning
Copy Local Plan to Local Fix
11. Repeat steps 1-9 for the third background job and replace the corresponding key fields
with the following entries
Key Field
Entry
Job Number
Job Name
COPY GLOBAL PLAN TO GLOBAL FIX
Info structure
S999
Version
A00
Plng.type
YQ_BATCH
Text
Create variant
YQ_COPYGLOPLAN
Planning activity
Aggregation Level
Sold-to party
Meaning
Copy Global Plan to Global Fix
Result
The needed background jobs for mass processing have been created.
3.7 Copy Management

Use
The purpose of this activity is to set up the copy management to transfer data from a source
info structure to a target info structure.
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3.7.1
Maintain Method for Editing Statistical Data
Procedure
This is a cross-client configuration. Ensure that the target client has appropriate
settings (transaction scc4).
IMG Menu

Logistics Data Warehouse Data Basis Tools Copy
Management
Transaction Code
MCSZ
2. On the LIS Copy Management: Initial Screen make the following entry and choose
Methods maintenance (F9)
Key field
Entry
Source info struct.
S999
3. Choose Enter on the Information message Caution: The table is cross-client.

4. On the following screen choose New entries (F5).
5. On the New Entries: Details of Added Entries screen make the following entries:
Key field
Entry
Method
YSOP
Description
Transfer sales from S999 to S076 with plant
Source info struct.
S999
Target info struc.
S076
Program
YQ_TRANSFER_TO_SOP
FORM routine
METHOD_0000
6. Choose Save.
Result
The user defined method for editing statistical data during the transfer from info structure
S999 to info structure S076 has been maintained.
3.7.2
Transfer S003 S999
Procedure
IMG Menu
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Transaction Code

MCSZ
2. On the LIS Copy Management: Initial Screen make the following entry and choose Enter
Key field
Entry
Source info struct.
S003
3. On the LIS Copy Management: Work Table screen make the following entry and choose
Maintain
Key field
Entry
Variants
YQ_000->000
4. On the screen LIS Copy Management: Function Selection choose Enter.

5. If the screen Variants: Change Screen Assignments appears, select For All Selection
Screens and choose Continue.
6. On the Maintain Variant: Report RMCA0035, Variant YQ_000->000 screen make the
following entries and choose Attributes (F6).
Key field
Entry
Source version
000
Target info structure
S999
Target version
000
No copy method
X (flag set)
Do not copy initial records
X (flag set)
Reset target Version
X (flag set)
7. On the Variants Attributes screen make the following entry and choose Save (Ctrl+S)
Key field
Entry
Meaning
Copy S003-000 -> S999-000
Result
The variant for the copy program to transfer data from info structure S003 to info structure
S999 has been created.
3.7.3
Transfer S999 S076
Procedure
IMG Menu

Management
Transaction Code
MCSZ
2. On the LIS Copy Management: Initial Screen make the following entry and choose Enter
Key field
Entry
Source info struct.
S999
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3. On the LIS Copy Management: Work Table screen make the following entry and choose
Maintain.
Key field
Entry
Variants
YQ_TRANSFERSOP
4. On the LIS Copy Management: Function Selection screen choose Enter.

5. If the Variants: Change Screen Assignments screen appears, select For All Selection
Screens and choose Continue.
6. On the Maintain Variant: Report RMCA9995, Variant YQ_TRANSFERSOP screen make
the following entries and choose Attributes (F6).
Key field
Entry
Source version
A00
Target info structure
S076
Target version
A00
Self-defined method
X (flag set)
Copy method
YSOP
Do not copy initial records
X (flag set)
7. On the Variants Attributes screen make the following entry and choose Save (Ctrl+S)
Key field
Entry
Meaning
Transfer to SOP
Result
The variant for the copy program to transfer data from info structure S999 to info structure
S076 has been created.
3.8 Definition of Proportional Distribution across

Plants
Use
The purpose of this activity is to create a proportional distribution for SOP relevant materials
across plants.
Procedure
2.
SAP Menu
Logistics Production SOP Planning Flexible

Planning Settings Plant Distribution
Transaction Code
MC7A
On the Change view: Configuration for plant distribution: Overview screen choose New
Entries.
3. On the New entries: Overview screen of added entries make the following entries.
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Material
Plnt
Proportion
CH-6000
1000
100
CH-6010
1000
100
CH-6100
1000
100
CH-6200
1000
100
CH-6210
1000
100
CH-6220
1000
100
CH-6230
1000
100
CH-6400
1000
100
4. Choose Save (Ctrl+S).
Result
The proportional distribution across plants for SOP relevant materials has been created.
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EHP3 for SAP ERP

Flexible Planning (837)

SAP Best Practices

Flexible Planning (837): Configuration Guide

SAP Best Practices

Flexible Planning (837): Configuration Guide

Words or characters that appear on the screen. These include field

Emphasized words or phrases in body text, titles of graphics and tables.

Names of elements in the system. These include report names,

Keys on the keyboard, for example, function keys (such as

SAP Best Practices

Flexible Planning (837): Configuration Guide

Creation of Planning Info Structure..........................................................................6

Creation of Data Elements..................................................................................6

Creation of Field Catalogs...................................................................................8

Creation of Info Structure....................................................................................9

Set parameters for Info Structures and Key Figures..........................................10

Creating ABAP Program YQ_FILL_S999...........................................................11

Creating ABAP Program YQ_TRANSFER_TO_SOP........................................12

Creation of Planning Types....................................................................................13

Local Planning Type and Statistical Forecast Transfer Macro...........................13

Define Global Planning Type.............................................................................16

Define Batch Planning Type..............................................................................18

Define Macros for Planning Type YQ_BATCH.......................................................20

Copy Macro Local Plan to Local Plan Fix..........................................................21

Copy Macro Global Plan to Global Plan Fix......................................................21

Add. Macro Local Plan Fix + Global Plan Fix = Sales.......................................22

Create Forecast Profile Y999................................................................................22

Sequence Copy Local Plan to Local Plan fix................................................24

Copy Global Plan to Global Plan fix and Transfer to SOP............................24

Creation of Background Jobs for Mass Processing...............................................25

Maintain Method for Editing Statistical Data......................................................27

Transfer S003 S999......................................................................................28

Transfer S999 S076......................................................................................29

Definition of Proportional Distribution across Plants..............................................30

SAP Best Practices

Flexible Planning (837): Configuration Guide

Flexible Planning: Configuration Guide

SAP Best Practices

Flexible Planning (837): Configuration Guide

Creation of Data Elements

Tools ABAP Workbench Development ABAP

SAP Best Practices

Flexible Planning (837): Configuration Guide

Global Plan Fix

Global Plan Fix

Global Plan Fix

Local Plan Fix

Local Plan Fixed

Local Plan Fixed

Tools ABAP Workbench Development ABAP

SAP Best Practices

Flexible Planning (837): Configuration Guide

Structure for flexible planning

Creation of Field Catalogs

Logistics General Logistics Information System (LIS)

2. On the Choose Activity screen choose Create.

Field Catalog Description

Key Figure Catalog

4. Choose Key figures.

SAP Best Practices

Flexible Planning (837): Configuration Guide

Creation of Info Structure