SAP IBP: Sales & Operational planning
Sales & Operations Planning (SOP) is a flexible forecasting and planning tool with
which sales, production, and other supply chain targets can be set on the basis of
historical, existing, and estimated future data.
Rough-cut planning can also be carried out to determine the amounts of the
capacities and other resources required to meet these targets.
SOP is particularly suitable for long- and medium-term planning.
Master Data in SOP:
o Information Structure
o Planning Type
o Planning Hierarchy
o Product Group
o Resource
o Rough cut planning profile
SOP steps have 3 classifications
o STANDARD SOP for Material
o STANDARD SOP for Product Group
o Flexible Planning
STANDARD SOP for Material:
o This will take place in Material and Plant level, so the characteristics will be
Material and Plant.
o The key figures are Sales, Production Quantity, Target stock level, etc.
o Steps:
o 1) Create Planning for material MC87
o 2) Copy to Active Version MC78
o 3) Transfer to Demand Management MC74
STANDARD SOP for Product Group
o Characteristics are same: material->product group.
o Steps:
o 1) Create Product Group MC84
o 2) Create Plan for Product Group MC81
o 3) Disaggregate Product Group Plan MC76
o 4) Copy to active version MC78
o 5) Transfer to Demand Management MC75 for PG or MC74 for material
FLEIXIBLE PLANNING
o Here you will be able to define your own characteristics and Key figures.
o Steps:
o 1) Create Info structure MC21
o 2) Maintain Planning Parameters MC7F
o 3) Create Planning Type MC8A
o 4) Create Flexible Planning MC93
o 5) Copy to active version MC8V
o 6) Transfer to Demand management
o 7) Create Standard SOP Planning
o 8) Transfer to DM from change mode of Flexible Planning with active version
MC94
Demand Management determines the requirement dates and requirement quantities
for important assemblies and specifies the strategies for planning and
producing/procuring finished products.
The result of Demand Management is the demand program. The demand program
differentiates planned independent requirements and customer independent
requirements.
It gives the information needed in MPS and MRP for planning at SKU level.
Different phases in IBP S&OP:
Phase 1: Product/Portfolio review
o Determine the product and group
o Determine the phasing out product
o Determine the new product
o Determine the product lifecycle
Phase 2: Demand review
o