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.Raghav Jandhyala is a director in supply chain management at SAP, where he is the product owner for SAP Integrated Business Planning for S&OP.Pramod Mane is a senior director of product management at SAP for SAP Integrated Business Planning. He has more than 17 years of supply chain planning experience. At SAP he is responsible for the roadmap and direction for supply chain planning applications covering sales and operations planning (S&OP) and business network collaboration. Pramod was part of the initial product development team for SAP Sales and Operations Planning on SAP HANA.Amit Sinha is an expert in SAP APO and SAP IBP, with a focus on business process reengineering and supply chain solution modeling in sales and operations planning, demand forecasting, supply planning, detail production scheduling, inventory optimization, and supply chain analytics. He has more than twelve years of supply chain management experience doing solution architecting and project management for planning projects for clients in the pharmaceutical, high-tech, manufacturing, consumer goods, and chemical industries.

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