SAP Production Planning

Sales and Operations

Planning
What is SOP?
 “Flexible forecasting and planning tool wherein
sales, production, and other supply chain targets
can be set on the basis of historical, existing, and
estimated future data”
Historical
Existing Forecasting
Estimate
forecast

SOP
 use SOP to
sales/production plan
simplify
planning Demand
Management
independent requirements

MRP
planned orders

Shop Floor production orders

Standard SOP
 “Uses product groups to create the
sales/production plan, level-by-level”

Sales plan at
1000 pc product group
Product level
group Nokia Phones

10 % 20 % 30 % 40 %

Material
s
100 pc 200 pc 300 pc 400 pc

Sales plan at product level

Level-by-level planning characteristics

 data stored in all planning levels

 each level can be planned separately
 independent planning levels
 top-down planning possible
 bottom-up planning possible
 hierarchical view of planning table

1000 pc
Nokia Phones

10 % 20 % 30 % 40 %

100 200 300 400

pc pc pc pc
 Product Groups
 Multi-level
 contains other product groups
 lowest level is always composed of materials
 Single-level
 contains only materials
2000 pc
Phones

50 % 50 %
1000 pc 1000 pc
Nokia Phones Motorola Phones

10 % 20 % 30 % 40 % 25 % 75 %

100 200 300 400 250 750

pc pc pc pc pc pc
Product Group Maintenance
 Menu Path: Logistics > Production > SOP >
Product Group

 Create – MC84
 Change – MC86
 Display – MC85
Product Group Create Steps (1)
 Transaction Code: MC84
 Screen: Create Product Group: Initial Screen

Make entries for the following fields:

 Product group and description
 Plant
 Base Unit
 Members

Press Enter
Product Group Create Steps (2)
 Transaction Code: MC84
 Screen: Create Product Group: Maintain Members
(Materials)

Make entries for the following fields:

 Member number
 Plant
 Aggr.fact.
 Proportion

Press Enter
To save, click
Product Group Change Steps (1)
 Transaction Code: MC86
 Screen: Change Product Group: Initial Screen

Make entries for the following fields:

 Product group
 Plant

Press Enter
Product Group Change Steps (2)
 Transaction Code: MC84
 Screen: Change Product Group: Maintain Members
(Materials)

Maintain members as necessary:

 To add members, enter data in the next available line
 To delete a member, click

To save, click
Planning Type
 Customized view of the planning table based on
an information structure

Standard Planning Types

 SOPKAPA
 used for planning of individual product groups
 SOPKAPAM
 used for planning of individual materials
 SOPDIS
 used for dual-level planning of product group hierarchies

In standard SOP, these are the planning types that

are used
Accessing the Planning Table in Standard SOP

 Menu Path: Logistics > Production > SOP >

Planning > For product group
 Create – MC81
 Change – MC82
 Display – MC83

Menu Path: Logistics > Production > SOP >

Planning > For material
 Create – MC87
 Change – MC88
 Display – MC89
Plan for Product Group Create Steps (1)
 Transaction Code: MC81
 Screen: Create Plan: Initial Screen

Make entries for the following fields:

 Product group
 Plant

Press Enter

 Window: Define Version

Make entries for the following fields:

 Version
 Version description

Press Enter
Plan for Product Group Create Steps (2.a)
 Transaction Code: MC81
 Screen: Create Rough-Cut Plan

Example: Enter Sales

plan, derive production
plan
 Enter planned sales
 Press Enter

 Select Edit > Create

productn plan >
Synchronus to sales

To save, click
Plan for Product Group Create Steps (2.b)
 Transaction Code: MC81
 Screen: Create Rough-Cut Plan

Example: Enter Sales

plan and target stock
level, derive production
plan
 Enter planned sales
 Enter target stock
level
 Press Enter

 Select Edit > Create

productn plan > Target
stock level

To save, click
Plan for Product Group Create Steps (2.c)
 Transaction Code: MC81
 Screen: Create Rough-Cut Plan

Example: Enter Sales

plan and target days’
supply, derive
production plan
 Enter planned sales
 Enter target days’
supply
 Press Enter

 Select Edit > Create

productn plan > Target
days’ supply

To save, click
Plan for Product Group Change Steps (1)
 Transaction Code: MC82
 Screen: Change Plan: Initial Screen

Make entries for the following fields:

 Product group
 Plant

To select active version, click

To select inactive version, click and select
version, then press enter

 Screen: Change Rough-Cut Plan

Maintain the plan data as necessary

To save, click
Plan for Product Group Display Steps (1)
 Transaction Code: MC83
 Screen: Display Plan: Initial Screen

Make entries for the following fields:

 Product group
 Plant

To select active version, click

To select inactive version, click and select
version, then press enter

 Screen: Display Rough-Cut Plan

To exit, click
Plan for Material Create Steps (1)
 Transaction Code: MC87
 Screen: Create Plan: Initial Screen

Make entries for the following fields:

 Material
 Plant

Press Enter

 Window: Define Version

Make entries for the following fields:

 Version
 Version description

Press Enter
Plan for Material Create Steps (2)
 Transaction Code: MC87
 Screen: Create Rough-Cut Plan

Example: Enter Sales

plan, derive production
plan
 Enter planned sales
 Press Enter

 Select Edit > Create

productn plan >
Synchronus to sales

To save, click
Plan for Material Change Steps (1)
 Transaction Code: MC88
 Screen: Change Plan: Initial Screen

Make entries for the following fields:

 Material
 Plant

To select active version, click

To select inactive version, click and select
version, then press enter

 Screen: Change Rough-Cut Plan

Maintain the plan data as necessary

To save, click
Plan for Material Display Steps (1)
 Transaction Code: MC89
 Screen: Display Plan: Initial Screen

Make entries for the following fields:

 Material
 Plant

To select active version, click

To select inactive version, click and select
version, then press enter

 Screen: Display Rough-Cut Plan

Maintain the plan data as necessary

To exit, click
Aggregation and Disaggregation

 Aggregation
 Totaling, copying, or averaging of key figures from the
detailed level to the aggregate level

 Disaggregation
 Distribution of plan data from the aggregate level to the
detailed level

 In Standard SOP
 Selection of Product Group Members
 Creation of Members’ Sales Plans
 Creation of Members’ Production Plans
Disaggregation Steps (1)
 Menu Path: Logistics > Production > SOP >
Disaggregation > Break Down PG Plan
 Transaction Code: MC76
 Screen: Change Plan: Initial Screen

Make entries for the following fields:

 Product group
 Plant

To select active version, click

To select inactive version, click and select
version, then press enter
Disaggregation Steps (2)
 Transaction Code: MC76
 Window: Change Plan: Initial Screen

Select product group members for disaggregation

Maintain Disaggregation parameters:
 Create sales plans
 Disaggregate production plan or Disaggregate Sales
Plan
 Select strategy for creating production plans for
members

Press Enter
Disaggregation Steps (3)
 Transaction Code: MC76
 Window: Change Rough-Cut Plan

Change plan data as necessary

To save, click
Aggregation Steps (1)
 Menu Path: Logistics > Production > SOP >
Disaggregation > Display PG Plan
 Transaction Code: MC77
 Screen: Display Plan: Initial Screen

Make entries for the following fields:

 Product group
 Plant

To select active version, click

To select inactive version, click and select
version, then press enter
Select product group members and press enter

 Screen: Display Plan

Select menu path Planning > Change

Aggregation Steps (2)
 Transaction Code: MC94
 Screen: Change Plan: Initial Screen

Make entries for the following fields:

 Product group
 Plant

To select active version, click

To select inactive version, click and select
version, then press enter

Select product group members and press enter

Aggregation Steps (3)
 Transaction Code: MC94
 Screen: Change Rough-Cut Plan

Change plan data as necessary, example:

 Change sales plan of a member

To aggregate, click
Aggregation Steps (4)
 Transaction Code: MC94
 Window: Macro Selection

Select Aggregation Macro

Press Enter

To save, click
Transferring Standard SOP Data to Demand
Management

 You can transfer sales or production plans from

SOP to Demand Management

 Demand Management determines the

requirement dates and requirement quantities for
important assemblies and specifies the strategies
for planning and producing/procuring finished
products

 You can transfer data for the product group or

for individual materials
Transferring Standard SOP Data to Demand
Management

For Product Group

 Menu Path: Logistics > Production > SOP >
Planning > For Product Group
 Transfer Product Group to Planning – MC75

For Material
 Menu Path: Logistics > Production > SOP >
Planning > For Material
 Transfer Material to Demand Management –
MC74
Transfer Product Group to Planning Steps (1)
 Transaction Code: MC75
 Screen: Transferring Planning Data to Demand
Management

Make entries for the following fields and areas:

 Product group
 Plant
 Version
 Transfer strategy and period
 Independent requirement specifications

To transfer, click
Transfer Material to Demand Management
Steps (1)
 Transaction Code: MC74
 Screen: Transferring Planning Data to Demand
Management

Make entries for the following fields and areas:

 Material
 Plant
 Version
 Transfer strategy and period
 Independent requirement specifications

To transfer, click
Standard SOP - Exercises

 Create Product Group – PG-INI-01

 Create Sales and Production Plan for the Product

Group

 Create Sales and Production Plan for the Product

Group Members by disaggregating the Sales Plan of
the Product Group

 Transfer the Production Plan of the Product

Group Members to Demand Management