SAP ECC 6.

00 December 2006 English

H10: Sales & Operations Planning (SOP), Long Term Planning and Capacity Evaluation
Business Process Procedure

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf

Germany

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Copyright
Copyright 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, OpenPower and PowerPC are trademarks or registered trademarks of IBM Corporation. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Icons
Icon Meaning Caution Example Note Recommendation Syntax

Typographic Conventions
Type Style Description Example text Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE Names of elements in the system. These include report names, program names, TEXT transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE Keys on the keyboard, for example, function keys (such as F2) or the ENTER TEXT key. Example text <Example text> Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents
1 Sales & Operations Planning (SOP), Long Term Planning and Capacity Evaluation..........................6 1.1 Process Flow..............................................................................................................................6 1.2 Organizational and Master Data..................................................................................................7 1.3 Preliminary Steps........................................................................................................................8 2 Business Process Procedure.............................................................................................................9 2.1 Defining Product Group...............................................................................................................9 2.2 Creating Sales Quotation for Product Group...............................................................................9 2.3 Disaggregating Product Group (only for MTO Process).............................................................10 2.4 Transferring Production Plan to Demand Planning ...................................................................11 2.5 Long Term Planning..................................................................................................................13 2.6 Evaluating MRP .......................................................................................................................15 2.7 Evaluating Capacity .................................................................................................................16 2.8 Transferring Checked Demand Planning Version to Operative Environment.............................19 2.9 Starting MRP Run (Operative)...................................................................................................20 2.10 Evaluating MRP (Operative)....................................................................................................22 2.11 Capacity Evaluation and Leveling (Operative).........................................................................22

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Sales & Operations Planning (SOP), Long Term Planning and Capacity Evaluation

1.1 Process Flow

In this scenario, you perform sales planning for product groups before embarking on the operative business for a new business year. At first you simulate the result of the disaggregated members of the product group. The result of the disaggregation is a demand plan for each material using long term planning. Long term planning simulates material requirements planning (MRP) to check the availability of components and capacity. This scenario uses Sales and Operation Planning (SOP) standard structure S076. You can create a sales quotation with materials or with product groups. Product groups represent a number of materials. Further you can give each material (member of the product group) a proportional factor. The proportional factor is needed for the disaggregation of planning level data. In this scenario, you create the sales quotations manually for product groups. It is possible to create an interface to CO-PA, but this is not covered explicitly in this scenario. If the component and capacity checks are good, the demand planning of each material is transferred to the operative environment. If the checks show shortfalls, you can change the planning and repeat the MRP and capacity check until it is correct. In this scenario, the capacity evaluation is done using standard SAP ERP transactions. An interface to the business warehouse (BW) is also possible, but again this is not covered specifically in this scenario. You can run the scenario with either a make-to-stock (MTS) process or a make-to-order (MTO) process. Make-to-Stock The MTS-based scenario uses finished products, aggregated in a product group. To run the MTS process, use the product groups P00010000100000001 and P00010000100000002. Make-to-Order The MTO-based scenario runs in the same way as the MTS process, but uses semi-finished products aggregated in a second level product group. This product group itself is aggregated in a top product group. The product group structure of the MTO is based on the following assumptions: The product H73-PC-1000 is configurable and no one knows how often which configuration will be sold. You know from past experience how many PCs you are able to sell and the ratio of hard disk types. However, you do not know exactly which single material (hard disk) will be used. Also, you want to plan how many hard disks you must produce.

You therefore must prepare product groups as follows:

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(Note for the figure above: The number of the product groups changed from 0000XXXX to P000XXXX) To run the MTO process, create product group P00020002 according to the diagram above.

1.2 Organizational and Master Data

You have entered the master data required to go through the procedures of this scenario. Ensure that the scenario-specific master data exists before you test this scenario. The following organizational and master data is required in the scenario: Field name Plant Product groups MTS Product groups MTO Value BP01 P00010000100000001 P00010000100000002 P000200002 P00020000200000001 P00020000200000002 Materials H10-1000; H10-2000; H10-3000, Materials for MTS Product Groups for MTO Description Production Plant (Produktionswerk) BP01 Product Groups for MTS

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SAP Best Practices Field name Materials Planning scenario Work centers Value H10-4000

H10: SOP, Long Term Planning and Capacity Evaluation Description Materials for MTO Planning scenarios for MTS and MTO Work centers used for capacity evaluation

H73-FP-1100, H73-FP-1200 H73-PR-1100, H73-PR-1200 001 or 002 E1011; E1012; E1013

1.3 Preliminary Steps

1.3.1 Use
Before you can begin performing the steps described in the Business Process Procedure, you must upload the evaluation role for this scenario and assign it to your user. An evaluation role enables you to comfortably access all transactions required for the business application testing. You must install an evaluation role for each scenario. The following role is available: Technical name /SMB50/H10_05U Description H10: SOP, Long Term Planning and Cap. Evaluation File name for upload _SMB50_H10_05U.SAP

Uploading the Evaluation Role

Procedure
For more information about uploading the evaluation role to the system and working with roles, see to the Essential Information building block.

1.3.2 Use

Assigning User Parameter

You assign an individual user parameter (CY- Capacity eval.: Scenarios with production order 'X'=on) This parameter controls whether the capacity requirements for production orders are displayed when evaluating the capacity situation.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP Easy Access menu Transaction code Tools Administration User Maintenance Users SU01

2. Enter the User and choose Change 3. On tab-page Parameters make the following entry: Field name Parameter ID Description User action and values CYComment

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SAP Best Practices Paramter value 4. Save your entries.

H10: SOP, Long Term Planning and Capacity Evaluation X

Business Process Procedure

2.1 Defining Product Group

Use
You can create a sales quotation with materials or product groups. Product groups represent a number of materials. Further you can give each material (member of the product group) a proportional factor. The proportional factor is needed for the disaggregation of planning level data.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP role menu Transaction code Field name Product group Plant 3. Confirm your entries with Enter. 4. On the Change Product Group: Maintain Members (Materials), make the following entries: Field name Proportion Description User action and values Set a proportion for each material (%) Comment (Or change the values according to your requirement) Description Change Product Groups MC86

2. On the Change Product Group: Initial Screen, make the following entries: User action and values P00010000100000001 BP01 Comment

2.2 Creating Sales Quotation for Product Group

Use
You create the sales quotations for each product group manually. It is possible to transfer the sales quotation from CO-PA, but this is not covered in this scenario. This scenario uses the standard SOP information structure S076.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP role menu Transaction code Sales and Operations Planning MC81

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2. On the Create Plan: Initial Screen, make the following entries: Field name Product group Plant Description User action and values P00010000100000001 BP01 Comment

To run the MTO process, use product group P00020002. 3. Confirm your entries with Enter.

If this is the first time you create an SOP plan, the system automatically creates a version A00 as the active version. Every subsequent time you create an SOP plan, you are required to enter a version number. This is a technical prerequisite and does not prevent you from using several product groups in SOP. It is also possible to create several versions of one product group. Enter the version number and the version description. (Preferably use the product group name). 4. On the Create Rough-Cut Plan screen make the following entries: Field name Sales Description User action and values For example current month + 12 Comment Give a value of sales quotation like 100 for each month

5. From the menu, choose Edit Create production plan Synchronous to sales. The system fills the Production line automatically (you can make manual revisions if desired). 6. Choose Save.

Result
You have created the production plan for a product group. This plan is not used in any operative planning. You use this plan as a basis for simulative or operative demand planning.

2.3 Disaggregating Product Group (only for MTO Process)

Use
If you are running the MTS version of this scenario, skip this step. In the MTO process, because a multi-level product structure exists, you must disaggregate the toplevel planning. Only product groups, its members, and materials can transfer to demand planning.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP role menu Transaction code Disaggregation: Planning MC76

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2. On the Change plan: initial screen make the following entries: Field name Product Group Plant 3. Choose Inactive version. 4. Choose the version you assigned to the SOP plan for this product structure. 5. On the Change Plan: Initial Screen dialog box, make the following entries: Field name Create sales plans 6. Confirm with Enter. 7. The system displays the rough cut plan displays and shows the three planning tables for the product groups P00020002, P00020000200000001, and P00020000200000002. 8. From the menu, choose Edit create production plan synchronous to sales. 9. The system creates the production quantities for both second level product groups. 10. Choose Save. Description User action and values Set mark Comment Description User action and values P00020002 BP01 Comment

Result
You have created the production plans for the second level product groups. You can now transfer disaggregate each second level product group to demand planning. The product group that is used for the next steps does not matter, as long as you use the same one.

2.4 Transferring Production Plan to Demand Planning

Use
In this step, you disaggregate the production plan and transfer it to demand planning. To do this, you use a special inactive version of demand planning that is only used for simulation purposes in long term planning. After you have checked the results of the simulation, you can easily transfer this demand plan to operative planning.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP menu Transaction code Field name Product Group Plant Version Version of SOP Plan Description Transfer PG to Demand Management MC75

2. On the Transfer Planning data to Demand management screen make the following entries: User action and values P00010000100000001 BP01 Enter the version set for the product group previously. (For example A00 or 001) Comment

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SAP Best Practices Prod. plan for mat. or PG members as proportion of PG From..to

H10: SOP, Long Term Planning and Capacity Evaluation Select

You do not must enter anything here unless you do not want to transfer the whole period from SOP This determines whether you want to check (and possibly change) the result of disaggregation for each material. If you set the indicator, the result is saved in background. Deselect Deselect the indicator to look at the result. Later, when you have more data, it may be advisable to set the indicator. No entry necessary if it is certain that the materials have the correct settings. YH Do not set This would make the demand plan operative

Invisible transfer

Requirements type

Version Active

3. Confirm your entries with Enter. 4. Choose Transfer Now. 5. On the the Plnd int. reqmts: planning table screen, check the result and change if required. In our example product group P00010000100000001, material H10-1000 is displayed.

(This screen displays for each material that is a member of the product group.) 6. Choose Save. The next planning table for the next material displays. (In our example, material H10-2000.) 7. Check the result, change if required, and save again. 8. Repeat for all the members in the product group. In our example, there are only two members, so the system now returns to Transfer Planning Data to Demand Management. 9. To see the whole result of the product group once more, choose one of the following navigation options: SAP role menu Change Planned Indep. Requirements

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SAP Best Practices Transaction code Field name Product Group Plant Selected Version From..to The version of demand planning Description

H10: SOP, Long Term Planning and Capacity Evaluation MD62 User action and values Set the indicator and enter P00010000100000001 BP01 Set the indicator and enter YH Comment

10. On the Change Planned Independent Requirement: Initial Screen, make the following entries:

No value necessary except you dont want to see the whole period from demand planning

You do not have to enter anything here unless you do not want to transfer the whole period from SOP

Planning period 11. Choose Enter.

12. Now you can see all members of the product group in the planning table. You can check these and make any required changes. Choose Save.

Result
The production planning data is now disaggregated and transferred to demand management. The planning table for each single material now contains the quantity resulting from the proportion (and any manual changes). These planning tables will only be used in long term planning for simulation.

2.5 Long Term Planning

Use
Long term planning allows you to simulate the data of the demand planning in MRP. You can therefore check how demand planning data reacts to the material and capacity planning before you use the data in the operative environment. Planning Scenarios Long term planning uses a planning scenario. These planning scenarios contain the necessary data for running and evaluating the simulation. The MRP run in long term planning creates its own planned orders for each requirement. The scenario is able to copy firmed receipts such as firmed planned orders from the operative environment. A planning scenario can also consider sales orders and work orders from the operative environment. Scenario 001: The scenario does not take into account sales orders and firmed planned orders from the operative environment. The simulated result does not exactly reflect the situation in the operative environment, because the MRP creates a new planned order even if a firmed planned order exists. Furthermore there is no consumption between sales orders and demand planning that could lead to an imbalance between the simulated and operative situation in the MRP result.

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However, the capacity evaluation can use all operative planned orders without the risk that there are capacity requirements in simulation and operative environment based on the same demand. Scenario 002: By regarding operative sales orders and work orders, and copying firmed planned orders, you get the most detailed simulated situation possible. In this case you evaluate the capacity situation by using the operative data as well. You cannot consider operative planned orders in long term planning because they are either copied (firm planned orders) or long term planning creates its own planned orders that are also effective in the operative environment. This can potentially cause the problem that if there are any planned orders required by demand planning in the operative environment these are not taken into account by capacity evaluation.

Choose scenario 001 if the risk of relevant imbalance is insignificant (due to a low number of sales orders). It is however important to take into account all the operative planned orders (those required by operative demand planning (independent requirement planning) by capacity evaluation. Choose scenario 002 if an imbalance is not allowed (for example due to a large number of sales orders) and if it is unimportant if some capacity requirements are missing (if there are only a few or no planned orders relevant for demand planning in operative environment). The version YH (demand planning) is used automatically in both scenarios.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP role menu Transaction code Field name Planning Scenario Material Plant Product group Processing key Create MRP list Planning mode Scheduling Include firm planned orders 3. Choose Enter twice. 4. If the Next Stopping Point dialog box displays, choose Continue. The MRP run starts. Long-term plng: single-itm, mult-lvl MS02 Description User action and values 001 or 002 P00010000100000001 BP01 Set mark NETCH 1 1 2 1 Important for getting capacity requirements Comment

2. On the Long-Term Planning: Single-Item, Multi-Level make the following entries:

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5. Once the MRP run is finished, a statistical list displays. There you can see information about the MRP run, for example how many materials are planned.

Result
The MRP run, within the long term planning environment, has created planned orders across the whole BOM structure. As a result the system created corresponding capacity requirements. You can now evaluate the planning situation in terms of materials and capacity.

2.6 Evaluating MRP

Use
In this activity, you can check how the planning run affected the requirements planning situation of each material (each member of the product group itself and each component/part of the corresponding BOM). Here you can choose between evaluating each material or evaluating a product group.

Procedure Option 1: Evaluate Each Material

1. Access the activity using one of the following navigation options: SAP role menu Transaction code Field name Planning scenario Plant Product group 3. Confirm your entries. 4. The system displays the LTP: Stock/Reqmts List: Material list (the members of the product group) 5. Select all lines and double-click the first line. You branch to the Single Stock/Requirements List of the material (in the same way as using transaction MS04). Long-Term Plng: Material Overview MS07 Description User action and values 001 or 002 BP01 P00010000100000001 or P00010000100000002 Also set indicator Also set indicator Comment

2. On the Long-Term Planning: Stock/Requirements List: Initial Screen, make the following entries:

Option 2: Evaluate Product Group

1. Access the activity using one of the following navigation options: SAP menu Transaction code Field name Planning scenario Product group Description Evaluation LTP for Product Group MS47 User action and values 001 or 002 P00010000100000001 Comment

2. On the Long-Term Planning: Evaluation screen, make the following entries:

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SAP Best Practices Plant Layout No comparison 3. Confirm with Enter.

H10: SOP, Long Term Planning and Capacity Evaluation BP01 SAPSOP Set indicator In the Compare with section

4. The system displays an aggregated view of the planning situation of the product group. To view more details of the MRP elements, select the relevant row (issues and/or receipts), and choose Expand Subtree. 5. To view the disaggregated view of each material, select the relevant MRP element and choose Product Group View.

2.7 Evaluating Capacity

Use
In the capacity evaluation of work centers, available capacity and capacity requirements are determined and compared. You can use capacity evaluation to provide an overview of available capacity and the load for the individual work centers in your company. You can adjust the analyses for each user according to the planning level, planning horizon, and the area of responsibility. Available capacities and capacity requirements can be selected according to various criteria and cumulated using any period split you choose. Capacity planning is carried out to verify if the rough-cut production plan, based on long-term planning, is possible with the capacity on hand.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP menu Transaction code Capacity leveling L-T planning CM38

2. Select from the menu: Planning Profiles Overall profile scroll down to find the YHH10_PLAN and select it. 3. On the Capacity Planning: Selection screen, make the following entries: Field name Planning Scenario Long Term Pl Description User action and values 001 or 002 Comment Operator: Set <= if using 001 (So that the operative plant orders are also selected) If using 002 do not make any entry Work Center Capacity Planner Group Plant E1011 or E1013 No entry necessary BP01 To see a particular work center. To see all, do not enter anything.

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SAP Best Practices Capacity category Material

H10: SOP, Long Term Planning and Capacity Evaluation No entry necessary For example H10-1000 Entry only necessary if using more than one capacity category for each work center. To see all work centers used for a material, choose materials that are members of the product group, or any other material from the BOM.

4. Choose Standard overview, Detailed cap. list or Variable overview. You should choose Variable overview first. This displays the capacity requirements split by work orders, planned orders, operative and scenario related planned orders. 5. Double-click in the line of the period and the column for which you want to see details of the requirements. 6. Return to the selection list. 7. Choose Standard overview to view a list of the capacity requirements by work center. 8. This table displays an overview of the weekly periods condensed. 9. Select the period you want to see in detail and choose Cap. Details/period. The screen Capacity Planning: Standard Overview: Detail shows you which order is responsible for the requirement.

2.7.1 Use

Capacity Leveling

Capacity leveling lets you check individual work centers for overloads and, if necessary, dispatch planned orders at other times or with other quantities. If you are checking the demand planning of the year, it is not generally important to change single planned orders. Normally you would evaluate the capacity situation in greater scope, so if you identify problems (overload) in a period, you must either change the planning greatly, change the sales planning (SOP: product group quantity), or change the demand planning data of a single material. Regardless of this aspect you can change each order easily by branching directly to the order from the detail list. The evaluation of the capacity allows you to check how the capacity situation will be depending on the demand planning during the planning period. You can quickly identify if there is an overload situation. If there is an overload situation, you can identify the responsible requirement and change the demand planning or the SOP planning. You then must repeat the steps and check the new evaluation. Alternately, you can change the availability of the work center.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP menu Transaction code Capacity leveling L-T planning CM38

2. From the menu bar, choose Planning Profiles Overall profile scroll down to find the YHH10_PLAN and select it.

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3. The screen Capacity Planning: Standard overview: Detail shows which order is responsible for the requirement.

To get a better overview of the planning situation of a material, open another session in parallel and access transaction MS04 (stock/reqmts list). In transaction MS04 you can easily change every MRP element (including the demand planning table) and start a new MRP run. You can also jump to MS04 in the same modus by choose from the menu bar Environment Stock/reqmts list. 4. Use one of the following options:

Option 1: Change single orders directly (enter MS04 in a separate session) To change one single order, select the relevant row and choose Order header. Alternately, double-click PeggedReqmt number. You branch to the order and can change it (time, quantity or both). If you change a planned order it will be fixed. If you are changing several planned orders you must later transfer them to the operative environment. If you only change the requirements, you must only copy the version of the demand planning table. The right planned orders will be created by the MRP run in the operative environment.

Option 2 (Recommended): Change demand planning table It is better to change the responsible requirement. To do this, open transaction MS04 in another session. Double-click the MRP element IndReq. You can now change the quantities and/or the periods of the demand planning. Save (you will automatically go back to MS04), and choose You can now see the changes to the demand planning. Refresh.

5. Execute a new MRP run to assimilate the planned orders and therefore the capacity requirement. To do this, choose Sng-item, multi-lvl on the Long Term Planning: Stock/Requirements List screen. 6. On the Long-Term Planning: single-item, Multi Level screen, make the following entries: Field name Planning scenario Material scope of planning plant Processing key Create MRP list Planning mode Description R/O/C R R R R R R R User action and values 001 or 002 Example H101000 BP01 BP01 NETCH 1 1 Comment

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SAP Best Practices Scheduling Include firm planned orders

H10: SOP, Long Term Planning and Capacity Evaluation R R 2 1 Refresh. The Important for getting capacity requirements

7. Go to the Capacity Planning: Overview screen (in the other session) and choose system displays the new capacity situation.

Result
You have leveled the capacity by changing single orders, the demand planning table, and/or changing the capacity availability. You have checked these changes by repeating the MRP run and evaluating the capacities again. You may have done this repeatedly until the situation is balanced.

2.8 Transferring Checked Demand Planning Version to Operative Environment

Use
Once you have made the necessary changes in demand or SOP planning and have checked that the result is ok, you transfer this demand planning table to the operative environment. Copying the version used in long term planning to another version gives you the advantage, that you can always compare the operative version with the primary version. Alternately you can perform long term planning again with the same material using the demand planning table while the operative version is still working.

Procedure
1. Access the transaction choosing one of the following navigation options: SAP role menu Transaction code Field name Plant Material Source version Target version Target version active History No database changes YH 00 Set indicator Set indicator Do not set indicator Set the indicator if you first only want to see the result list without creating a new version Description User action and values BP01 If you only want copy a particular material Copy Version MS64 Comment

2. On the Copy Version screen, make the following entries:

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SAP Best Practices Result List Output Format 3. Choose Enter.

H10: SOP, Long Term Planning and Capacity Evaluation Set indicator Set indicator on detailed list You can check if all the data is copied

4. Choose Execute. The system displays the statistical result list. 5. Choose Back. 6. Check if the copy is correct. To view the result of the product group once more, access the activity using one of the following navigation options: SAP role menu Transaction code Field name Product Group Plant Selected Version Prod. plan for material or PG members as proportion of PG From..to No value necessary except you dont want to see the whole period from demand planning You do not have to enter anything here unless you do not want to transfer the whole period from SOP Description Display Planned Indep. Requirements MD63 User action and values Set indicator and enter P00010000100000001 BP01 Set indicator and enter 00 The operative and active version Comment

7. On the Change Planned independent requirement: initial screen, make the following entries:

Result
You have executed the copy of the version with database changes, and the system has created a new version (00) of all materials in the scenario (if you have not limited by selecting a special material). This new demand planned table is now active and integrated in the operative environment.

2.9 Starting MRP Run (Operative)

Use
To achieve a new planning situation that includes the transferred demand planning you must start a new MRP run. You can do this for a single material or for a product group (MD02), or for a total planning across the whole plant.

The recommendation is to use total planning across the whole plant.

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Option 1: MRP per plant

1. Access the activity using one of the following navigation options: SAP menu Transaction code 2. On the MRP Run screen make the following entries: Field name Plant Processing key Create purchase req. Schedule line Create MRP list Planning mode Scheduling 3. Choose Enter. 4. When the MRP run is finished, a statistical list displays with information about the MPR run (including, for example, how many materials are planned). 5. Choose Back. Description User action and values BP01 NETCH 1 1 1 3 2 Important for getting capacity requirements Comment MRP Run MD01

Option 2: MRP per product group

1. Access the activity using one of the following navigation options: SAP role menu Transaction code MRP - Single-item, Multi-level MD02

2. On the Single-item, multi-level screen make the following entries: Field name Material Description User action and values P00010000100000001 or P00010000100000002 Plant Product group Processing key Create purchase req. Delivery schedules Create MRP list BP01 Set indicator NETCH 1 1 1 Comment

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SAP Best Practices Planning mode Scheduling 3. Choose Enter.

H10: SOP, Long Term Planning and Capacity Evaluation 1 2 Important for getting capacity requirements

4. When the MRP run is finished, a statistical list displays with information about the MPR run (including, for example, how many materials are planned). 5. Choose Back.

2.10 Evaluating MRP (Operative)

Use
In this activity you evaluate the MRP result for the product group.

Procedure
1. Access activity using one of the following navigation options (for evaluation each material ): SAP role menu Transaction code Current Material Overview MD07 To select the whole product group

To select a single material from the product group, use transaction MD04. 2. On the Stock/Requirements List: initial Screen, make following entries: Field name Plant Product group 3. Choose Enter. 4. The Stock/Requirements List: Material list is displayed (showing the members of the product group). 5. Select all the lines and double-click the first line. You branch to the single Stock/Requirements List of the material (as you would see if using transaction code MD04). Description User action and values Set indicator and enter BP01 Set indicator and enter P00010000100000001 or P00010000100000002 Comment

2.11 Capacity Evaluation and Leveling (Operative)

Use
In the operative environment you must continuously level the capacity. In this activity, you check that the capacity situation really is correct. Generally you would do this in the same way as in the activity Capacity leveling. However, in this activity, you use transaction CM01 and a different profile. You could also perform the leveling in more detail by changing orders or work centers.

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Procedure
1. Access the activity using one of the following navigation options: SAP role menu Transaction code Cap. planning, work center load CM01

2. From the menu bar select Planning Profiles Overall profile and select YHH10_OPER. 3. On the Capacity Planning: Selection screen, make the following entries: Field name Work center Capacity Planner group Plant Capacity category Material For example H10-1000 BP01 You only need to make an entry here if you are using more than one capacity category each work center. To see all work centers used for a material, choose materials that are members of the product group, or any other material from the BOM. Description User action and values E1011 or E1013 Comment To see a particular work center. To see all work centers leave the field blank. No entry necessary

4. Choose Standard overview, Detailed cap. List or Variable overview. In the operative environment, you would normally want to display work centers, so choose Standard overview. The variable list only gives you information about how many capacity requirements depend on work orders or planned orders. 5. Double-click the line of period and the section of a work center for which you want to see details of the requirements. 6. In a separate session, access transaction MD04 and enter the material that is responsible for the capacity requirement you want to change. 7. Check that changing the order is ok (taking into account the whole planning situation of the material). 8. Return to the capacity detail screen and double-click the order you want to change. You branch to the order screen. 9. Make the required changes (for example, reduce the quantity) and save your changes. 10. Go back to the capacity detail screen. Choose Refresh to see the changes to the capacity list. 11. Return to the overview. You can now see the new capacity overview. 12. Return to the stock/requirement list and refresh it. You can see the result of the changing the MRP planning situation.

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