... Foreword from Franz Hero ... 17

... Foreword from Adam Mussomeli ... 19

... Preface ... 21

... Target Audience ... 21

... How to Read This Book ... 22

... How This Book Is Organized ... 22

... Conclusion ... 26

... Acknowledgments ... 26

1 ... Introduction to Sales and Operations Planning ... 29

1.1 ... Market Drivers ... 29

1.2 ... Process Drivers ... 34

1.3 ... Technology Drivers ... 39

1.4 ... SAP Integrated Business Planning ... 45

1.5 ... Summary ... 65

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 ... 92

3 ... Demand Planning ... 93

3.1 ... Demand Planning at a Glance ... 93

3.2 ... Forecasting Input with Historical Data ... 102

3.3 ... Forecast Generation through Statistical Modeling ... 104

3.4 ... Collaborative Financial Modeling of Demand Forecast ... 116

3.5 ... Review, Collaboration, and Finalization of the Demand Plan ... 120

3.6 ... Summary ... 122

4 ... Unconstrained Supply Planning ... 123

4.1 ... Unconstrained Planning at a Glance ... 123

4.2 ... The Sales and Operations Planning Heuristic ... 126

4.3 ... Supply Network Design ... 127

4.4 ... Propagating Demand ... 134

4.5 ... Propagating Supply ... 149

4.6 ... Rough-Cut Capacity Planning ... 156

4.7 ... Parameters of the Heuristic ... 160

4.8 ... Summary ... 172

5 ... Constrained Supply Planning ... 173

5.1 ... Constrained Supply Planning at a Glance ... 173

5.2 ... S&OP Optimizer ... 174

5.3 ... Optimization Constraints ... 177

5.4 ... Financial Modeling of the Supply Chain ... 179

5.5 ... Advanced Optimizer Features ... 189

5.6 ... Summary ... 199

6 ... Consolidation ... 201

6.1 ... Consolidation at a Glance ... 201

6.2 ... Financial Projections and Review ... 205

6.3 ... Operationalizing the Plan ... 217

6.4 ... Summary ... 224

7 ... Collaboration and Management by Exception ... 227

7.1 ... SAP Jam Collaboration ... 227

7.2 ... Custom Alerts ... 238

7.3 ... Case Management ... 251

7.4 ... Tasks ... 254

7.5 ... Summary ... 257

8 ... Planning Simulations ... 259

8.1 ... Simulation Planning at a Glance ... 259

8.2 ... Simulations ... 264

8.3 ... Versions ... 268

8.4 ... Scenarios ... 273

8.5 ... Summary ... 277

9 ... Process Management ... 279

9.1 ... Process Management in Practice ... 280

9.2 ... Setting Up Process Templates and Automations ... 284

9.3 ... Manage Processes ... 292

9.4 ... Task Management ... 301

9.5 ... Process Management with SAP Jam ... 305

9.6 ... Summary ... 306

10 ... Configuring SAP IBP for Sales and Operations ... 309

10.1 ... Planning Areas and Time Profiles ... 310

10.2 ... Attributes and Master Data Types ... 319

10.3 ... Planning Levels ... 330

10.4 ... Key Figures ... 333

10.5 ... Planning Operators ... 344

10.6 ... History Report ... 349

10.7 ... Advanced Configuration ... 352

10.8 ... System Performance Recommendations ... 355

10.9 ... Summary ... 357

11 ... Building Planning Views ... 359

11.1 ... Planning Views, Templates, and Favorites ... 359

11.2 ... Formatting Planning Views ... 372

11.3 ... Using Charts ... 380

11.4 ... Master Data Worksheets ... 383

11.5 ... Using Microsoft Visual Basic for Applications ... 388

11.6 ... Summary ... 389

12 ... Key Performance Indicators and Performance Monitoring ... 391

12.1 ... Key Performance Indicators in SAP IBP ... 392

12.2 ... Monitoring and Continuous Improvement ... 404

12.3 ... Summary ... 409

13 ... Dashboard and Analytics ... 411

13.1 ... Advanced Analytics ... 412

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