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SAP APO
NDICE
Production Planning and Detailed Scheduling (PP/DS).........................................................4
Purpose................................................................................................................................4
Integration...........................................................................................................................4
Features...............................................................................................................................6
Constraints..........................................................................................................................7
Supply Network Planning and PP/DS Scenario......................................................................8
Purpose................................................................................................................................8
Prerequisites........................................................................................................................9
Process Flow.......................................................................................................................9
Conversion of SNP Orders into PP/DS Orders.....................................................................10
Use....................................................................................................................................10
Prerequisites......................................................................................................................10
Features.............................................................................................................................11
Activities...........................................................................................................................12
PP/DS Process.......................................................................................................................13
Purpose..............................................................................................................................13
Prerequisites......................................................................................................................13
Process Flow.....................................................................................................................13
Maintenance of Master Data.................................................................................................17
Purpose..............................................................................................................................17
Prerequisites......................................................................................................................17
Process Flow.....................................................................................................................17
Creating Models....................................................................................................................19
Use....................................................................................................................................19
Creating Planning Versions...................................................................................................20
Maintaining Location Master Data.......................................................................................21
Definition..........................................................................................................................21
Use....................................................................................................................................21
Prerequisites......................................................................................................................22
Procedure..........................................................................................................................22
Single Activity or Multi-Activity Resource..........................................................................24
Definition..........................................................................................................................24
Structure............................................................................................................................24
Maintaining the PPM Plan....................................................................................................26
Procedure..........................................................................................................................26
User Interface in the Production Process Model (PPM).......................................................28
Definition..........................................................................................................................28
Use....................................................................................................................................28
Maintaining Operations.........................................................................................................31
Procedure..........................................................................................................................31
Maintaining Activities...........................................................................................................32
Use....................................................................................................................................32
Maintaining Logical Components and Modes......................................................................34
Procedure..........................................................................................................................34
Maintaining the PPM............................................................................................................37
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SAP APO
Prerequisites......................................................................................................................37
Procedure..........................................................................................................................37
Master Data for Production Planning....................................................................................38
Definition..........................................................................................................................38
Use....................................................................................................................................38
Setup Matrix..........................................................................................................................39
Definition..........................................................................................................................39
Use....................................................................................................................................39
Structure............................................................................................................................39
Production Planning and Detailed Scheduling (APO-PPS)..............................................41
Transportation Lane Maintenance.........................................................................................42
Use....................................................................................................................................42
Integration.........................................................................................................................42
Prerequisites......................................................................................................................42
Features.............................................................................................................................42
Procedures.........................................................................................................................43
Transportation Lane Maintenance Screen.............................................................................44
Use....................................................................................................................................44
Structure............................................................................................................................44
Creating Transportation Lanes..............................................................................................46
Use....................................................................................................................................46
Prerequisites......................................................................................................................46
Procedure..........................................................................................................................46
Maintenance of PP/DS Settings............................................................................................47
Use....................................................................................................................................47
Interactive Planning..............................................................................................................49
Purpose..............................................................................................................................49
Prerequisites......................................................................................................................49
Process Flow.....................................................................................................................49
Production Planning Run......................................................................................................50
Use....................................................................................................................................50
Prerequisites......................................................................................................................50
Features.............................................................................................................................51
Activities...........................................................................................................................52
Detailed Scheduling..............................................................................................................53
Use....................................................................................................................................53
Prerequisites......................................................................................................................53
Features.............................................................................................................................53
SAP APO
Integration
The data relevant for planning, such as master and transaction data, is provided by a connected
OLTP System. Products are planned in the APO System and the planning results are then
transferred to the OLTP System, where you perform execution functions. Requirements data from
long and medium-term planning can also be transferred to PP/DS within APO from Demand
Planning and Supply Network Planning.
The following diagram represents the integration between an OLTP system and the APO system
and its components:
Integration within APO and with an OLTP System
SAP APO
The following table shows how PP/DS is integrated with the OLTP System and other APO
components:
Integration with Other APO Components and an OLTP System
To
Procedure
Other Information
SAP APO
Display exceptional,
unexpected or critical situations
in the PP/DS planning process
Features
Automatic Planning
You can define that the System is to plan products automatically in PP/DS when you
change orders or data relevant to planning in the APO System or the connected OLTP
System. This enables up-to-date planning data in both systems.
With automatic planning, the system checks the availability of resources and components
when orders are created. The result is feasible availability dates for the product and its
components.
Automatic, multi-level transfer of changes to quantities and dates
Using pegging, the APO system creates a relationship between the receipt and
requirements elements of a product within a location. The system generates a pegging
structure that is organized according to the BOM structures of all relevant products. The
dynamic pegging structure ensures that quantity or scheduling changes are transferred to
orders at lower levels of the BOM structure.
Interactive Planning
You can use interactive planning for important products that you wish to plan manually and
to solve any planning problems that have arisen during automatic planning. Interactive
planning is supported by the following tools:
o Detailed scheduling planning board
In the DS Planning Board the planning situation and resource schedule are
displayed in Gantt charts. You use the detailed scheduling planning board to
reschedule orders or operations manually.
Product planning table
You use the product planning table to plan the production quantities for products
and the schedule of the production lines.
Optimization
Using the optimization tool, you can optimize the resource schedule according to
certain criteria, such as setup times and setup costs, to improve the planning
situation and solve particular detailed scheduling problems.
Heuristics and Background Planning
o
Heuristics
You use heuristics to solve specific planning tasks for selected objects (depending
on the focus of planning: products, operations, resources or line networks) using a
SAP APO
particular planning procedure algorithm. You can apply heuristics both during
interactive planning and during the production planning run.
Production Planning Run
You use the production planning run to execute heuristics, detailed scheduling
functions or optimization for a large number of objects online or as a background
job. During the production planning run, several heuristics or functions can be
executed one after another.
Constraints
The component Production Planning and Detailed Scheduling is a planning tool. Execution
functions, such as shop floor control with confirmation, purchasing and so on, must be performed in
an OLTP system.
SAP APO
As soon as at least one activity of an order in Supply Network Planning falls in the production
horizon, it will no longer be planned by Supply Network Planning. You convert the orders that are in
the production horizon into PP/DS orders. The converted orders are still visible for the supply
network planner as aggregated demand but are treated as firmed production and cannot be
changed by the supply network planner. During automatic planning, the system only creates receipt
elements to cover requirements that lie within the production horizon. You can, however, manually
create orders outside the production horizon. These orders are firmed in Supply Network Planning
and can only be changed in PP/DS.
Interaction Between Supply Network Planning and PP/DS
SAP APO
Visibility of Planning for Both Supply Network Planner and PP/DS Planner
Supply Network Planning orders and PP/DS orders of the same planning version load the same
resources. It is therefore important that the load of a resource is visible to both the supply network
planner and the PP/DS planner. It is possible to define resources that allow a bucket approach and
a detailed approach, which enables you to use the same resource for Supply Network Planning and
PP/DS. If PP/DS creates orders outside the production horizon, the supply network planner can see
the resource load as a bucket requirement. There are two forms of mixed resources: the single
mixed resource and the multi-mixed resource. These correspond to the single-activity resource
and the multi-activity resource respectively. Both forms of the mixed resource calculate the bucket
capacity from the resource capacity.
As neither setup nor sequence constraints are taken into account in Supply Network Planning, the
theoretically available bucket capacity can be reduced using a loss factor.
Both the PPM for Supply Network Planning and the PPM for PP/DS can use the single-mixed or
multi-mixed resource. You can assign a PP/DS PPM to a PPM used in Supply Network Planning to
ensure that the correct PPM is used in PP/DS when the orders are converted and re-created.
Prerequisites
See Conversion of SNP Orders into PP/DS Orders.
Process Flow
1. Requirements that are outside the production horizon are transferred from Demand
Planning to Supply Network Planning.
If the requirements lie in the defined production horizon, they are transferred directly to
PP/DS when you release the demand plan to Supply Network Planning. For more
information, see Transfer of DP Demands to PP/DS.
2. You plan the products in Supply Network Planning. You can use the following functions:
o
o
o
o
o
o
Planning run
Capable-to-match
Supply network optimization
Deployment
Transport load building
Interactive planning
3. Once the orders fall into the short-term planning period, defined by the production horizon,
you convert them into PP/DS orders.
For more information, see Conversion of SNP Orders into PP/DS Orders.
SAP APO
You can convert orders that are within or outside of the production horizon individually.
You can convert all SNP orders for which at least one activity begins within the production
horizon.
Prerequisites
To convert orders, you must have made settings for the following master data:
Object
Settings
Planning version
In Model and Planning Version Management you have set the following
indicators for the planning version:
Resources
You have assigned the SNP resources and the PP/DS resources to the model
of the planning version.
If you want to plan with the same resources in SNP and
PP/DS, you use mixed resources for which you can define
both an available capacity based on exact times, well as a
period-related available capacity.
PPM
10
You have defined a PPM for SNP and a PPM for PP/DS.
SAP APO
Production horizon
You have defined a production horizon for the location product as follows:
Global for all products in Customizing for Production Planning and
Detailed Scheduling under Maintain Global Parameter and Defaults
Product-specific in the location product master on the SNP 2 tab
If you define a product-specific production horizon, the system uses the
product-specific production horizon.
Features
Conversion for In-House Production
If you convert an SNP receipt for in-house production, the system:
Deletes the SNP receipt
Explodes the PP/DS PPM
Creates a new in-house production order for PP/DS
Control of Conversion
You can control conversion as follows:
You can specify that the system may not delete the newly created receipts in the PP
planning that follows.
You can specify whether the system is to use the sources of supply determined in SNP or
whether it is to determine new ones.
You can use the conversion mode to specify whether the system
o
o
o
You have the following control options for converting all orders in the production horizon:
You can use the category to specify the types of receipt elements the system is to convert
(for example, receipts for in-house production).
You can define a larger horizon in which the system is to convert orders.
Visibility of Converted Orders
SNP orders converted to PP/DS orders are still visible in SNP as aggregated demands. If you use
the same resources in SNP and in PP/DS (mixed resources), the resource schedule is visible in
SNP and in PP/DS.
Conversion in the Background
You can also convert orders in the background.
Activities
Function
11
Menu path
SAP APO
From the Interactive Production Planning menu area, access the product
view for the product.
Call the order processing view for the receipt element to be converted.
Choose Edit Convert SNP order.
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SAP APO
PP/DS Process
Purpose
This process describes how you use the component Production Planning and Detailed Scheduling.
Prerequisites
For the integration between the APO System and an OLTP system:
o
In the OLTP system, you must have set up an interface to the APO System via
which the data is to be transferred:
If you have a R/3 System as an OLTP system, to do this you have to generate and
activate an integration model in the R/3 System.
In APO, you must have maintained a business system group.
For more information, see Integration of APO and R/3. In this documentation, note the
document Checklist for Setting Up the System Infrastructure.
If you want to perform integrated long, medium and short-term planning in APO, you have
to use the components Demand Planning and/or Supply Network Planning in addition to
PP/DS.
Process Flow
The process flow for planning with PP/DS is illustrated in the following diagram.
Planning Process for Production Planning and Detailed Scheduling
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SAP APO
14
Automatic planning immediately: You use this type of planning for multilevel
planning of products with exact or fixed lot sizes. Planning is triggered as
soon as a change relevant to planning occurs.
Automatic planning in the planning run: You use Automatic planning in the
planning run to plan products using other lot-sizing procedures that are
available as heuristics, such as period lot-sizing or purchase order
optimization heuristics. When changes relevant to planning occur, a
planning file entry is created. These products are then planned during the
SAP APO
next net change production planning run using the heuristic defined for the
product in the Product Master.
o
o
During planning, the system creates and schedules the required receipt (planned
orders for in-house production, purchase requisitions or transport orders for
external procurement).
To cover the requirements of very important, manually planned products, you plan
interactively, that is, you manually create receipt elements.
The production planning run can also be used to apply other types of heuristics
whose planning focus is not on products, as in the case of the production planning
heuristics, but rather on resources, orders and line networks. For example, you can
reorganize the resource schedule according to certain criteria (for example,
sequence) using detailed scheduling heuristics or optimization.
6. You display and check the planning situation, using, for example the Alert Monitor or the
7.
Plan Monitor. You check for any alert situations and deal with them using interactive
planning.
You plan interactively
o
o
Confirmation
Posting goods receipt/issue
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SAP APO
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SAP APO
Prerequisites
If you do not use APO as an ATP server but as a planning system, you have to perform an initial
transfer of master data to APO using an integration model in the core interface. You must transfer
the master data of all products that are to be planned in APO.
Process Flow
1. You create a supply chain model in the model/planning version master data or in the Supply
Chain Engineer.
2. You create a planning version based on the supply chain model and you set the PP/DS:
Change planning active indicator for the planning version.
3. You maintain a location (type: plant) in which a product is to be produced. You assign the
location to the model by choosing Assign model on the initial location master data screen or
you assign it in the Supply Chain Engineer.
4. You maintain the following data in the Product Master records in this location for the product
and its components that are produced in-house:
o
o
o
The lot size, scrap and rounding data in the Lot Size tab.
Whether the product is to be planned automatically or manually (with or without
check) by setting the appropriate indicator in the PP/DS screen, in the section
entitled Automatic planning for all changes.
Whether a product is to be produced in-house or procured externally in the GI/GR
screen, in the Procurement field.
You assign the products to the model by choosing Assign model on the initial Product
Master screen or you assign them in the Supply Chain Engineer.
5. You maintain single-activity resources or multi-activity on which the products are to be
produced. You define the working times and capacity for these resources. If you also use
Supply network Planning to plan products, you maintain mixed-single or mixed-multi
resources. These types of resources can used both in Supply Network Planning and
Production Planning and Detailed Scheduling as it has both a bucket capacity and detailed
capacity.
You assign the resources to the model by choosing Model Assignment on the Process
Resource screen or you assign them in the Supply Chain Engineer.
6. You maintain production process models for the product and the components that are
produced in-house.
You assign the production process models to the model in the Supply Chain Engineer.
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SAP APO
7. You maintain the transportation lanes between locations in the Supply Chain Engineer to
model the transfer and delivery of products.
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SAP APO
Creating Models
Use
1. In the SAP Easy Access Menu, choose Master Data Planning Version Management
Model and Version Management.
The Model/Planning Version Manager: Display Model Data screen appears.
2. Choose Create Model/Planning Version Model.
The Model/Planning Version Manager: Create Model screen appears.
3. Choose Create and Save.
You can also create a Supply Chain Model from the Supply Chain Engineer. In the SAP Easy
Access Menu, choose Master Data Supply Chain Engineer.
In the Supply Chain Engineer, you can maintain the model you created in Model/Planning Version
Manager by assigning locations, products, resources, PPM, and transportation lanes. If the model is
very extensive, you can maintain parts of it by defining a work area.
See also:
Creating Models in the Supply Chain Engineer.
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SAP APO
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SAP APO
Use
To maintain the location master data, choose a location and a location type in the Location Master
Data: Initial Screen. Note that the location types are predefined. Once you have done so, you can
maintain the relevant data on the following tabs in the subsequent screen:
General
Address
Calendar
TP/VS
Resources
SNP
Addit. (if free attributes have been defined in Customizing)
VMI customer
Ca.
The VMI customer tab page only applies to location type 1010 Customer. The Carrier tab page
only applies to location type 1020 Carrier.
Additional input fields are provided for the location type 1007 MRP Area and are exclusive to this
location type.
For further information, refer to:
Maintaining General Data
Maintaining Addresses
Maintaining Calendar Data
Maintaining TP/VS Data
Maintaining Resource-Related Data
Maintaining Data for Supply Network Planning
Maintaining Additional Data
Maintaining VMI Customer Data
Maintaining Carrier Data
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SAP APO
Procedure
1. From the SAP Easy Access menu, choose SAP APO: Master Data Product. The Product
Master initial screen appears.
2. Enter a product name.
3. Select Location.
4. Use F4 help to select a location.
5. To apply the specifications in the pre-defined profiles, enter the profile name for each of the
following:
o
o
o
o
o
6.
The relevant fields in the product master are populated with the data specified in the
profiles you selected. If you modify this data, the product master cannot be maintained
globally via the profiles. Create and maintain master data profiles in Customizing. In
Customizing, choose Advanced Planner and Optimizer Supply Chain Planning Supply
Network Planning Profiles.
Choose Create. The Create Product for Location screen appears.
On this screen you can see both the tabs for global product master data, see
Maintaining Global Product Master Data, and the tabs for the location master data that are
documented below.
7. Enter the unit of measurement for the product. The system converts all the quantities you
enter in alternative units of measure to the base unit of measure.
8. Select each of the tabs on this screen. Enter the relevant data. You can choose from the
following tabs:
22
Administr.
Demand
Lot Size
SNP2
PP/DS
Procurement
GR/GI
SAP APO
Extra
SNP1 both global and location-specific product master data
ATP - both global and location-specific product master data
These tab pages are based on location-specific product master data. The SNP1 and ATP
tab pages contain both global and location-specific data. Unlike the global product view, the
location product view also shows the tab pages containing the global product master data.
9. Save your entries.
For further information about the maintenance of data for the various applications, see also:
Production Planning and Detailed Scheduling (PP/DS):
Maintaining Master Data
Integration documentation: OLTP PP/DS
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SAP APO
Structure
Working Time Data
The following working time data must be maintained for single-activity and multi-activity resources.
This data is used by the system for scheduling activities:
The rate of resource utilization is used to estimate the average periods when the resource is
unavailable (due to technical and organizational failures) during working times. The rate of resource
utilization is defined as the percentage relationship between the productive time and the working
time that remains once the breaks have been subtracted.
The productive time of the resource is relevant for scheduling activities. It is calculated using the
following working time data:
Productive time = (work end work start break duration) x rate of resource
utilization / 100%
Productive time is the time that is actually available for carrying out an activity during working time.
You should define the activity duration in the production process model (PPM) for cases in which
the resource is available without interruption and with 100% rate of resource utilization. During
scheduling, the system determines the actual duration of the activity. This is dependent on the
productive time for the resource.
Capacity of Single-Activity Resources
A single-activity resource upon which only one activity can be executed at a time has a dimensionfree capacity of one. For single-activity resources the capacity value is fixed in the system. A singleactivity resource can only have two different situations: Either it is loaded with an activity or it is not
loaded at all. As a result, only the working time data, in other words the "time capacity" is relevant
for scheduling activities on such a resource.
Capacity of Multi-Activity Resources
Multi-Activity resources are used to map resources on which several activities can be carried out at
a time. The maximum number of activities that can be scheduled at the same time depends on the
organizational or technical conditions for the resource. In order to model the multiple loading on the
resource, define a multi-activity resource in addition to the working time data ("time capacity"), a
capacity that reflects the technical and organizational requirements on the resource:
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SAP APO
If the multi-activity resource is, for example, a turnery with five lathes, you can schedule up
to five parallel turning activities on the resource. The turnery has a dimension-free capacity
of five.
Another example of a multi-activity resource is a saw that can cut a slab/block up to three
meters long into pieces. This block can also be formed from a combination of several
individual blocks of different lengths. These individual blocks can also come from different
orders. You can schedule as many activities on this resource at the same time as long as
the total length of the individual blocks does not exceed three meters. The saw has the
capacity three meters.
Each activity that is executed on the multi-activity resource "consumes" a certain proportion of this
capacity. You can only schedule as many activities at the same time as the available capacity allows
for.
You define the resource consumption of an activity in the PPM. The resource consumption is the
proportion of the multi-activity resource capacity that the activity consumes.
Capacity Variants
Within a resource you can define various capacity variants with different working time data and
capacities and select the variant of the resource to be used for planning. See Capacity Variants for
more information.
Planning Parameters
You can define planning parameters in a resource in addition to those for working time data and
capacity. These will be taken into account when operations and orders are scheduled for the
resource. See Resource-Specific Planning Parameters for further information.
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SAP APO
3.
26
All plans: using the F4 help, you can choose a plan from the list of existing plans
Choose a plan through PPM: you can search for a plan number by entering a product or a
location. All the plan numbers assigned to this product appear in a list, from which you can
select a number for the PPM you want to change or display.
In this way, you can restrict the number of PPM plans and determine whether plans
exist in this area.
You can use the Usage field to determine the planning type for a PPM, for example, supply
network planning, production planning, trim optimizing, demand planning, and so on.
You can also create a PPM that is independent of a product or a location.
In the Display and Options field groups, you can define further settings for the work area
and logical view (graphical view) as well as for multiple displays of objects and for
displaying hierarchies.
Work area: represents the quantity of products and resources that are to be displayed on
the Products and Resources tabs in the tree structure as a pool for maintaining the PPM
plan.
You define and maintain work areas in the screens for maintaining plans. You can
create you own user-specific work area by defining a work area without a name. The
system uses this user-specific work area if you do not specify a work area in the initial plan
maintenance screen.
Logical view: this is the graphical view in the PPM maintenance. Using the F4 help in the
initial screen, you can choose the defined views so that you can work with a certain
graphical icon arrangement in the logical view. In the Change/Create/Display Plan Initial
Screen, you can define various graphical views by clicking the Edit work area and logical
view pushbutton or by choosing Edit Logical view. You do not need to make an entry in
the Logical view field in the initial screen. In this case, the standard layout (fixed value) is
used.
Automatic alignment: when you click the Setting pushbutton in the initial screen, the Specify
automatic assignment dialog box is displayed, where you can configure certain graphical
layout settings for the logical view. You activate these settings by flagging the Automatic
alignment checkbox in the initial screen. As a result, the objects in the graphical view are
arranged accordingly when you call up the screen for maintaining the PPM plan. Resetting
the alignment: by choosing the Setting pushbutton, you can display the Specify automatic
assignment dialog box, where you can reset all of the individual settings by clicking the
Standard settings pushbutton.
SAP APO
Multiple display: parts of a PPM plan (for example, a resource) that are used more than
once can be represented in one of two ways in the graphical view: if the Multiple display
checkbox is flagged, the resource is shown in the graphical view at all of the points to which
it is assigned; if the checkbox is not flagged, the resource is only shown once in the
graphical view, and then represented by assigned relationships.
Setting the Multiple display indicator may provide you with a clearer overview,
especially if an object is used very often.
Display hierarchy: products and resources can be components in hierarchies. You can
show this in the tree structure by flagging this checkbox.
3. Choose Change or Create. The Plan 'xxx' Change or Display Single Record screen is
then displayed. The name of the plan as well as its usage and administrative information
(such as Created by and Changed by) are displayed automatically.
4. Enter a description of the plan. You can also maintain single-level and multi-level costs and
characteristics here.
5. In this screen, you start to maintain the data in the table. Start with the relevant data for
maintaining operations.
For more information, see:
User Interface in the Production Process Model
Maintaining Operations
Maintaining Activities
Maintaining Logical Components and Modes
Cost Maintenance
Maintaining the PPM
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SAP APO
Table
Graphical view
Tree structure
Use
The data is essentially maintained using a table. An additional graphical view and tree structure
provide you with an instant overview of the data in the PPM and allow you to access PPM data from
certain points in the system.
You can navigate to the maintenance table from both views, and then carry out basic changes or
maintain general data.
Simple/extended display:
Right-click a node in the tree structure or an icon in the graphical view to choose whether you want
to display only the PPM header (simple display) or also the data tables (extended display) in the
table section on the screen.
Graphical view:
The graphical view provides you with an instant overview of operations, activities, logical
components, modes, and resources in the PPM. These are identified by icons and the descriptions
you entered when you maintained the PPM. The lines between the individual components illustrate
the relationships, and the arrows on the lines indicate the direction of the relationship.
By positioning the cursor on one of the icons and clicking the left mouse button, you can change the
position of the icon. You can store these positions as a logical view by clicking the Edit work area
and logical view pushbutton or by choosing the menu path Edit Logical view. You then enter a
name for the new graphical layout and choose Save view. In this screen, you can also choose other
logical views using F4, load and delete views, and display the characteristics of a view. From the
initial PPM screen, you can also configure an automatic layout or choose a default one.
The graphical view enables you to access the functions for maintaining the PPM more easily. By
double-clicking one of the icons, you can display the relevant table with the PPM maintenance data,
where you can make changes or take a look at further details. You can display a legend with further
information on the icons by clicking the relevant pushbutton or choosing Goto Legend
Changing the tree structure in the graphical view: on the Products or Resources tab page,
choose a product or resource and assign it to a logical component or mode using drag & drop.
Tree structure
This area comprises three tab pages:
Plan: contains the tree structure that represents the PPM
Products: when you double-click Products, a dialog box is displayed in which you can add
further products to the PPM
Resources: when you double-click Resources, a dialog box is displayed in which you can
choose further resources for the PPM.
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SAP APO
The Plan tab page contains an overview of the individual components of the PPM. The top level
shows the name of the current PPM plan. The levels below show the operations, activity
relationships, and production process models in this PPM.
When you open the Production Process Models node, you can see the corresponding PPMs. The
Operations node shows different levels containing the individual components that you have
maintained for this PPM plan, for example
Operation
Activity
Modes with resources
Logical components as well as their input and output products
By double-clicking the nodes or subnodes maintained or the operations, you can display the
relevant PPM maintenance table, where you can make further changes or display further details on
the current object.
Maintenance table:
In every screen for maintaining data, you can go to the next level in the PPM maintenance hierarchy
by double-clicking the relevant entry or choosing the corresponding pushbutton. The header area in
these screens shows an overview of the settings that you have already maintained for the current
PPM plan, since any changes to the header data are displayed immediately.
Maintaining operations:
Header: plan number (copied from the initial screen)
Subareas: Single-level and Multi-level costs, Characteristics
Maintenance table: create operations
Maintaining activities:
Header: operation (copied from the previous screen), basis data (plan number)
Subareas: characteristics
Maintenance table: components, mode
Subareas: characteristics
Maintenance table: Alternative components
Other data:
Header: Alternative components (copied from the previous screen), Basis data (plan
number, operation number, activity, logical component)
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SAP APO
Any changes you make in the maintenance table are automatically included in the graphical
view and tree structure.
You can define further settings for the graphical view (logical view) and tree structure from the
initial screen of the PPM in the Display and Options field groups.
Navigating between the individual table views:
To maintain the various PPM data, you double-click a row in one maintenance table to navigate to
the next table view. To navigate between the various table views, click the corresponding
pushbuttons in the header data area of the table.
You are in the maintenance table for the Logical components/sessions. The header data area
contains all of the information on the activity for which you want to maintain the logical components
or sessions. To go back a step, choose the Return to operation pushbutton in the header data area.
The maintenance table for the activity and the header data area of the operation are then displayed.
You can navigate through all of the other views in the same way, that is, by using the corresponding
pushbuttons in the header data area.
Navigating between the various master data areas
You can navigate to other master data areas that are linked to the PPM from the PPM or PPM plan.
To do so, position the cursor on the corresponding master data key in the PPM or PPM plan and
choose the pushbutton for displaying the master data parameters.
You are in the Plan Change Single Record screen for maintaining the operations table.
Position the cursor in the Location column for an existing operation and choose the Location
parameters pushbutton. The location master data for this location is then displayed.
You can display the master data for location products, resources, and products in the same way.
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Maintaining Operations
Procedure
1. You are in the Plan 'xxx' Change or Display Single Record screen. The plan number and
description you selected in the initial screen are shown in the header data area. In the other
field groups, you can maintain single-level and multi-level costs, as well as characteristics.
2. In the Operations table, you maintain the data required for an operation.
The following fields are provided here:
Operations
Use to Define...
Description
Setup group/key
Location
Operation type
Superior operation
The operation is also relevant for transferring recipes in the process industry. For PP-PI, the
phase and secondary resource are transferred with an activity as a separate operation. The
activities of all phases of a PP-PI operation have a finish-start relationship; each PP-PI phase is
also an activity. The Operation type and Superior operation fields described above are relevant in
this context.
You can maintain several operations.
By double-clicking an operation in the table, you can maintain activities for this operation. The
activity maintenance table is displayed.
3. Choose Save or maintain further data by double-clicking the relevant entry.
See also:
Maintaining Activities
Maintaining Activity Relationships
Maintaining Logical Components and Modes
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Maintaining Activities
Use
Activities include not only data for the activity itself, but also materials (logical component, product),
relationships (between the individual activities) and resources (mode, resource).
Procedure
1. You are in the field group for maintaining activities on the Plan 'xxx' Change or Display
Single Record screen. The header data section shows the plan number you selected in the
initial screen, the description of the plan, and the operation number, for which you want to
maintain activities. In the other field groups, you can specify setup settings and additional
information on the operation and characteristics.
2. In the Activities table, you maintain the data required for an activity.
The following fields are provided here:
Activity
Use to Define...
Activity
Description
Activity type
Scrap (%)
Setup
Synchronization behavior
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In the other fields on the screen, you can maintain data for characteristics, activity
relationships, synchronization behavior, and setup activities.
Synchronization behavior: when you enter a value in this field, you deactivate the
synchronization of activities defined for a multi-activity or multi-mix resource in the resource
master. The synchronization behavior then no longer applies to all of the resources
maintained for the relevant activity.
Setup activity: you specify that the duration of the setup activity in the operation depends on
the operation that was processed previously at the resource, in other words, on the setup
status of the resource. If this indicator is not set, the system calculates the setup duration
from the setup matrix you assigned to the resource.
2. In the Logical components table, you maintain the data required for these components:
The following fields are provided here:
Components
Use to Define...
Short text
Input/output indicator
Consumption type
Offset consumption
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water). If you do not create a PPM for these products, they cannot be planned explicitly. In
other words, they are simply planned with the other products.
By double-clicking a logical component in the table, you can call up the screen for defining
alternative components. The table for maintaining alternative components is then displayed.
3. In the table on the Mode tab page, you can enter the relevant data.
The following fields are provided here:
Mode
Use to Define...
Mode
a mode number
Mode priority
Primary resource
Location
Activity start
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By double-clicking a mode in the table, you can call up the screen for defining resources.
The resource maintenance table is displayed.
4. Choose Save or maintain further data by double-clicking the relevant entry. By doubleclicking a logical component, you can maintain the alternative components; by doubleclicking a mode, you can maintain the resources.
Use the maintain time-dependent parameters function to maintain this data.
For more information, see:
Maintaining Alternative Components
Maintaining Resources
Maintaining Material Consumption
Maintaining Activity Relationships
Product Flow
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Procedure
1. You are in the Plan 'xxx' Change Single Record screen. Choose the Product plan
assignment pushbutton. A table for maintaining production process models is then
displayed on the screen.
2. Create a PPM in the Production process models field group by maintaining the relevant
data.
The following fields are provided here:
Production Process Model
Use to Define...
Description
Location
Procurement priority
the selected source supply for a product. You can specify the
priority of a source supply by entering a freely selectable
number here. The lower the number, the higher the priority.
Source supplies can be PPMs, iPPEs, external procurement
Bucket offset
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3. Choose Save.
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Use
Master data specific to PP/DS and its use is summarized in the following table.
Master data specific to PP/DS
Master data
Setup matrix
Use
Modeling sequence-dependent setup times and costs at
single resources
Based on the setup matrix, the system can do the following:
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Execute a
setup time adjustment automatically
during detailed scheduling for the setup activities
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synchronize
Setup Matrix
Definition
A matrix that contains, for each possible setup transition at a single resource, the setup duration
and the setup costs that are necessary to change the setup status of the resource to another setup
status.
Use
You can use a setup matrix to model setup times and setup costs for a single resource that are
dependent on sequence. Based on the setup matrix, the system can do the following:
Execute a
setup time adjustment automatically during detailed scheduling for the setup
activities
Determine optimal operation sequences based on setup time or setup costs during
optimization
Determine the production process model for creating a setup and cleaning order during
campaign optimization
Setup time adjustment and setup optimization can only be applied to single
resources that are used exclusively in the
modes of the production process
model as a primary resource.
A setup matrix is only valid for a particular location.
Structure
Setup transition types
A setup status is defined in the setup matrix either by a setup group or by a setup key. The following
types of setup transition are possible:
Standard setup transitions
Here you characterize the preceding setup status as well as the subsequent setup status in
the setup transition using a setup group.
Exceptional setup transitions
Here you characterize at least one of the setup statuses using a setup key.
You can only define an exceptional setup transition as an exception to the standard setup
transition in the setup matrix. The setup groups for this standard setup transition must
contain the setup key for the exceptional setup transition.
Setup groups and setup keys as in the case of the setup matrix are only valid for a particular
location.
Completeness of setup matrix
The setup matrix must contain all setup transitions that can occur at the resource. You do not have
to define each setup transition explicitly. Using an asterisk (*), which you enter in a setup transition
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instead of a setup group, you can define generic setup transitions in the setup matrix. However,
the asterisk (*) only replaces the setup groups that you also use in the setup matrix explicitly to
define setup transitions, and not all setup groups that you defined for the location.
Using the setup groups A, B, C and the setup key a, you have defined the following
setup transitions in the setup matrix: AB, AC, Aa.
Using a setup transition ** in the setup matrix, you include the following setup
transitions: AA, BA, BB, BC, CA, CB, CC. These are the missing combinations for
the setup groups used explicitly in the setup matrix. If you have also defined the
setup groups D, E and F in the location, the setup transitions with these setup
groups are not included when using the generic setup transition **. You have only
explicitly used the setup groups A, B and C in the setup matrix.
By entering a setup transition *a, you are including the following setup transitions:
Ba, Ca. These are the missing transitions for the setup groups used explicitly in the
setup matrix according to setup key a.
Initial setup statuses
It can happen that the setup status of the resource is not defined at the point in time when you
schedule an operation at this resource. This happens, for example, in the
Detailed Scheduling
planning board if you reschedule an operation at the start of the planning period and no operation
has been scheduled in the display period before this. Here, the setup status of the resource is not
defined for the system because no operation has yet been processed on it. In such cases, you can
enter setup transitions in the setup matrix between an initial setup status for the resource and the
possible setup statuses. You define such transitions by not entering a setup group or a setup key for
the preceding setup status.
For performance reasons, it is recommended that you define setup matrices that
are as small as possible, with only a few setup transitions. Therefore, you should do
the following:
Classify the setup transitions using setup groups and setup keys only to a degree of detail
that is necessary
Use as few exceptional setup transitions as possible
Transfer from
/SAPAPO/SETUP_GROUP_COPY
/SAPAPO/SETUP_MATRIX_COPY
Setup matrices
A prerequisite for a successful transfer is that the locations for which these objects were created are
available in the target system. This is also valid for the plan numbers which you can specify in the
setup matrices for campaigns. These plan numbers must also exist in the target system. You define
the target system by specifying the RFC destination of the system.
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define product procurement parameters such as lot sizes, cost functions, unit purchase
costs and priorities for each lane
define transportation methods for each lane and the related parameters such as
transportation costs, distances, duration
assign product-specific transportation methods
assign carriers to lanes
Arrows on the lanes indicate the direction of traffic between source and target locations. You can
view and maintain lane relevant data through a pull-down context menu either in the tree or on the
map. For example, you can display a list of all products assigned to a particular lane, or you can
change the transportation method for a certain product within a specific time period.
Integration
Transportation lanes are part of master data. Lanes are an integral part of the supply chain model
and usually remain unchanged over an extended period of time. Transportation lane maintenance is
especially relevant for:
Supply chain modelling
Network Design
Supply Network Planning
Production Planning
TP/VS
Prerequisites
Features
This function allows you to maintain lanes individually or in groups. Mass maintenance of
transportation lanes facilitates the generation and maintenance of large quantities of supply chain
transportation data. The following activities are possible for mass maintenance:
Simultaneous generation of multiple lanes
Multiple product assignment to a lane
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Procedures
Transportation lane maintenance consists of the following procedures:
Creating transportation lanes
Defining product procurement
Defining transportation methods
Assigning products to transportation methods
Assigning external carriers
Creating multiple lanes
See also :
Transportation Lane Maintenance Screen
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Structure
The Transportation lane maintenance screen consists of a header control and several tables, plus
an optional detail view for maintenance.
Tables
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Header data
Product-specific transportation methods
External carrier assignment
Lane overview
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transportation
methods
OR
external
carrier
To save space, these two tables replace each other. You can
toggle back and forth between them using the header icons.
lane overview (appears only when icon is activated)
Detail view
You can open the detail view of a table in the following ways:
click on the Create icon in the table control header
double click on a selected row in the table
select a row and click on the Detail icon in the table control
header
Close the detail view using one of the icons at the top of the screen:
close screen (without copying data)
copy data (copy data into the maintenance table on the left)
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copy and close (copy data into the maintenance table on the
left and close the parameter maintenance screen)
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Prerequisites
Create and assign locations to model.
Procedure
To create a lane directly on the map in the Supply Chain Engineer:
1.
2.
3.
4.
Access your supply chain model in Change mode via the SAP Easy Access menu.
From the map menu bar, select the Transportation Lane toggle.
Select the source location on the map.
Position mouse on source location, click left mouse button, hold and go to target location.
Release
mouse.
Result: The screen Create transportation lanes appears.
5. Click on the Header Data button. The detail view appears on the right. The General data
section is populated with the names of the source and target locations.
6. Enter a description and transportation planner (optional).
7. Maintain the procurement options and transportation methods for the lane as described in
the topic Transportation Lane Maintenance.
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Propagation range
The propagation range allows you to specify the resources and products for which changes
can be made in planning either interactively or in the production planning run.
o The resources of the propagation range are relevant for resource-related planning.
You can only change planning for resources of the propagation range. This means,
for example, you can only schedule or reschedule operations at these resources.
o The products of the propagation range are relevant for product-related planning.
You can only make changes in planning for products of the propagation range. This
means, for example, you can only create orders for these products.
If you create an order for a product that is in the propagation range but which
contains components that are not in the propagation range, the system does not
create any orders for these components. Instead, it writes a planning file entry for
them.
If you do not interactively set a propagation range, the system uses the propagation range
you have defined in Customizing for Supply Chain Planning under Maintain Global
Parameters and Defaults.
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Strategy profile
You use the strategy profile to control how orders are scheduled or rescheduled. In the
strategy profile you can define, for example, whether forward or backward scheduling is to
be used and whether you want to schedule finitely or infinitely. For more information, see
Detailed Scheduling and Detailed Scheduling Strategy.
If you do not interactively set a strategy profile on the planning screen, the system uses the
strategy profile that you have entered in Customizing for Supply Chain Planning under
Maintain Global Parameters and Defaults.
Alert profile
You use the alert profile to specify the problems and non-typical situations in planning for
which alerts are to be displayed in the Alert Monitor. For more information, see Display of
Alerts.
Time zone
You can define the time zone that is to be used for time entries.
Layout
SAP APO
You can make settings for the presentation of and navigation between planning data in the
product view and in the order processing view.
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You make the basic Customizing settings for PP/DS in Customizing for Supply Chain
Planning under Maintain Global Parameters and Defaults and in Customizing for
Production Planning and Detailed Scheduling. For more information, see the
Implementation Guides (IMG) for Supply Chain Planning and Production Planning and
Detailed Scheduling.
You can create and change propagation ranges and strategy profiles in both Customizing
for Production Planning and Detailed Scheduling and from the SAP Easy Access menu by
choosing Supply Chain Planning Production Planning Environment Current
Settings.
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Interactive Planning
Purpose
You use interactive planning for products that are to be planned manually. Since the system does
not create any receipt elements to cover these products, you must create the receipt elements
interactively. You also use interactive planning to improve the results of automatic planning and to
deal with any problems that may have arisen. You can manually change dates and quantities of
orders in various PP/DS views. You can use the DS planning board to perform interactive sequence
planning for the operations and orders.
Prerequisites
You have maintained all necessary master data and PP/DS settings.
Process Flow
1. To review the results of automatic planning, access one of the following views:
o
o
o
o
o
Product view
Order processing view
Receipts view
Requirements view
Product planning table
2. Check the planning results for any problems regarding order dates and quantities. They will
appear on the planning screen or in the Alert Monitor. For more information, see Display of
Alerts.
3. If a product has a red alert icon regarding its quantity, there is a product shortage. This
occurs with products that are planned manually. You solve this problem by creating an
appropriate receipt to cover the requirement.
4. If a product has a red alert icon regarding its date, there is a due-date violation, which
means that the date of the receipt is after the requirements date or that no receipt exists at
all. In this case, you either create a receipt to cover the requirement or you can change the
date of an existing receipt.
5. After you have manually created or changed orders, choose Product Heuristic in order to
trigger planning for the product. The heuristic that is defined for the product in the product
master is executed. If you do not wish the order to be changed, you can manually firm the
order. You can also fix pegging relationships so that the assignment of a receipt element to
a requirement element is not changed during planning.
6. To have a detailed view of an order and the resources within it, access the DS planning
board. Here you can reschedule orders and operations, and check the capacity of
resources. For more information, see Scheduling with the DS Planning Board.
7. After interactive planning, you can optimize the resource schedule.
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Prerequisites
In Customizing for Production Planning and Detailed Scheduling, you have defined the profiles with
which the planning area and the settings for the scheduling functions are defined. The following
profiles are required for the production planning run:
Profiles for the Production Planning Run
Profile
Description
Time profile
You use the time profile to specify the time period for which planning is
to be executed. Only the orders or operations that lie within this
planning period can be rescheduled.
Propagation range
You use the propagation range to specify which resources and products
can be changed. You can only change the schedule for resources and
products that lie within the propagation range.
Strategy profile
You use the strategy profile to specify the detailed scheduling strategies
for scheduling and rescheduling operations and orders.
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Optimization profile
Features
You can define several successive processing steps for the production planning run in which the
system executes various heuristics or functions for the defined objects. For each processing step,
you specify:
Production planning has two forms: functions and heuristics. For scheduling and optimization you
use functions. You cannot change functions. Heuristics, on the other hand, can be maintained in
Customizing for Production Planning and Detailed Scheduling. You can also program your own
algorithms and apply them as heuristics during the production planning run. SAP delivers some
standard heuristics and standard functions. These are described briefly below.
Standard Heuristics for the Production Planning Run
Production planning
These heuristics are mainly lot-sizing procedures, whose planning focus is on products.
Examples of these heuristics include periodic lot-sizing and order quantity optimizing. Two
important heuristics are Product planning and Production planning run using low-level code.
These heuristics execute the heuristic that is defined for each product in the product
master. For more information, see Automatic Planning in the Planning Run.
Detailed scheduling
These heuristics are for scheduling or rescheduling and their planning focus is on resources
and operations. Examples of these heuristics include Reduce runtime and Remove
backlog.
Repetitive manufacturing
These heuristics generate planned orders for requirements taking into account the resource
capacity for all periods. The planning focus is on resources, line networks and products.
Model Mix Planning
This heuristic optimizes the sequence of configurable products while taking any restrictions
into account. The planning focus is on resources and line networks.
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Function
Objects
Deallocate
Operations
Orders
Resources
Operations
Orders
Resources
Orders
Operations
Orders
Operations
Reschedule
Fix objects
Undo
fix
objects
on
Optimization
Transfer objects
to the customer
exit APOCDPS0
Resources
Operations
Orders
Resources
Products
Settings
Description
You use this function if you want to
remove operations or orders from
the schedule.
Strategy profile
Reschedule operations or
orders that are affected by
scheduling problems
Activities
You call up the production planning run from the SAP Easy Access Menu by choosing Production
Planning Automated Production Planning and Optimization Production Planning Run.
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Detailed Scheduling
Use
Detailed scheduling is used to:
Determine the resources and dates for processing operations, taking resource and product
availability into consideration.
Support the scheduler when scheduling resources, that is, when creating an optimal
processing sequence for operations
Prerequisites
The system can trigger detailed scheduling activities automatically, for example, the system
automatically schedules the order operations when creating an order. You can also start detailed
scheduling activities in the
production planning run or in the
detailed scheduling planning
board specifically for
selected operations or orders. Here, the system automatically carries out
detailed scheduling activities for affected
dependent objects, if necessary. For more information,
see detailed scheduling activities.
Features
Controlling Detailed Scheduling
Alongside the
desired scheduling date, the basis of detailed scheduling for an order, are the
capacity requirements of the activities. You control which constraints, rules, and parameters the
system must consider during scheduling using the settings and data in the following objects:
Resource
Strategy profile
Dates and Planning Directions
The starting point for scheduling or rescheduling is the
desired start or end date of the orders or
operations. If, for example, you create an order, the availability date of the main order product
defines the desired end date. If you reschedule an operation in the detailed scheduling planning
board using Drag&Drop for example, the desired date is the date on which you "let go" of the
operation.
Starting from the desired date, the system searches for a scheduling date in the set
planning
direction for the last activity (planning direction backwards) or for the first activity (planning direction
forwards) of an operation or an order. If the first activity is scheduled, it is then the turn of the next
activity in the sequence, and so on until all activities of the operation or order are scheduled or
rescheduled. The system cannot
schedule or reschedule an activity before or after the
application dependent earliest possible or latest possible date.
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Resource Availability
The dates on which an activity can be scheduled or rescheduled on a resource depends on the
capacity requirement of the activity and on the working times and capacity of the resource. In
general, you can only process activities during the working times of a resource, and you can
therefore only schedule these activities in regular working times. In working times you can
schedule activities finitely or infinitely, that is, with or without consideration of the resource capacity
and the existing resource load. If necessary, you can also
schedule activities during non-working
times, for example, breaks. Scheduling during downtime caused for example by a machine
breakdown or by maintenance is not possible. In order to schedule activities that are longer than
related working times, it must be possible to interrupt them with non-working times.
Selection of Resources
You can enter several alternative sets of resources (
modes) at which the activity can be
processed, in the PPM for the activity. The
mode selection can be automatic or
manual, as in
the detailed scheduling planning board.
Time Relationships
Time relationships that control which minimum and maximum time intervals activities can have can
exist between activities. The system always considers the obligatory end-start relationships
between activities for an operation. For example, when you have entered a minimum interval of one
hour between two activities in an operation, the system cannot schedule or reschedule these
activities in such a way that the time interval is less than one hour. You define in the detailed
scheduling strategy if the system should
consider time relationships between activities from
different operations when scheduling.
Pegging Relationships
Pegging relationships can exist between the activities of different orders. An activity therefore
produces a material that then undergoes further processing by an activity of another order. The
pegging relationship requires with a certain time tolerance that the material be available at the
right time, that is, that the supplying activity is scheduled at the appropriate time. You define in the
detailed scheduling strategy if the system should
consider pegging relationships during
scheduling.
Automatic Propagation of Changes
When you schedule or reschedule an operation or an order, other operations and orders are
affected, for example, due to time relationships or pegging relationships. In order that the schedule
remains consistent, subsequent rescheduling is often required. This is performed automatically by
the system. For more information, see
scheduling dependent objects.
Adjusting Setup Time
The duration of the setup activity for an operation may depend on the setup status of the resource
at the time of scheduling; that is, it depends on which operation was processed prior to this at the
resource. For set-up activities on single resources, the system can automatically
adjust the setup
time during detailed scheduling.
Synchronizing Activities on Multi-Resources
Several activities can be processed simultaneously on a multi-resource. How many can be
processed depends on the
resource consumption of the activities and on the capacity of the
multi-resource. The system can
synchronize the start times of the activities during detailed
scheduling if the duration of the activities and one further characteristic of the activities match.
Block Planning
In
block planning you can define blocks for resources, that is, time periods that are reserved for
production of products with particular characteristics. The system automatically considers this
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during detailed scheduling and only schedules or reschedules activities into the blocks with the
corresponding characteristics.
Scheduling Log
The system collects messages that it generates in interactive scheduling or in the production
planning run in the scheduling log. You can call up the scheduling log
In the detailed scheduling planning board under Extras
In the Production Planning area menu under Reporting Planning Run Reporting
Terminating Scheduling
In complex scheduling situations in which many constraints and dependencies must be considered,
the duration of scheduling can be very long. The system is set internally to terminate scheduling
after 10 minutes. You can set another
maximum scheduling duration. in the detailed scheduling
strategy.
Alerts
In the case of scheduling problems, for example,
resource overload, the system can create alerts
that are displayed in the
Alert Monitor. You must use a corresponding
PP/DS alert profile for
this purpose.
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Definition
A record of settings that control the
Planning and Detailed Scheduling.
Use
Using the detailed scheduling strategy, you specify which rules and constraints the system uses to
determine dates and resources for orders and operations, and which scheduling constraints (for
example, product and resource availability) it considers when doing this.
Additional operations may be affected by the scheduling or rescheduling of
an operation that you
have selected specifically for scheduling. In order that the schedule remains consistent, the system
must also
schedule or adjust these operations accordingly. Scheduling or rescheduling of an
operation can therefore trigger a chain reaction of detailed scheduling activities for the objects
concerned.
Structure
You can use strategy settings to control both the scheduling of the selected operations, and the
subsequent rescheduling of the affected operations. You can divide the strategy settings into the
following groups accordingly:
General Settings
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