Oil & Gas: Warning
Oil & Gas: Warning
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Warning
This document has been generated from the SAP Help Portal and is an incomplete version of the official SAP product
documentation. The information included in custom documentation may not re ect the arrangement of topics in the SAP Help
Portal, and may be missing important aspects and/or correlations to other topics. For this reason, it is not for productive use.
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Inventory Cockpit
Use
Inventory Cockpit is an enhanced feature of Trader's and Scheduler's Workbench that provides a more simpli ed view to
schedule bulk shipments efficiently.
Features
Flexible navigation to source documents like nominations, purchase orders, sales orders, and so on that impact the
inventory
Alerts to be noti ed if the inventory levels reduce beyond the de ned limit
Creation of a nomination in a planning state without having complete information about the nomination
The inventory gures, production, nomination, documents, and simulations are aggregated by date with respect to all
the real locations belonging to the planning location.
As an alternate approach to the O-data service, RFC function modules are provided for the following:
To insert Rack or Bulk Forecast data into the respective database tables. These forecasts can be viewed in IPW
and are used in the stock projection calculation.
User Settings
Use
You maintain user settings if you want to extend the settings made in Customizing for each user.
Features
General
You can:
De ne the default UoM, rolling period, location, transport system, material, and valuation type to be used for the
user. System displays only the list of location, transport system, and material maintained in the user settings for
the user during the search operation.
De ne the simulation options to be available when an existing nomination number is entered. With these options
you can enable creation of a new nomination or add the entry as a line item to an already existing nomination.
Select the inventory targets to be displayed for location-material combinations in the Inventory Planning Details
screen area for reference. The details are fetched from the master data settings made for the respective
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location-material.
Column Group
You can create multiple groups and assign columns to each group. Sequence numbers can be assigned to columns to
decide on the order of display. You can use the created column groups in the Inventory Planning Workbench (IPW) and
Nomination Planning Workbench (NPW). The column groups can be added using context menu on the column group
headers in IPW and NPW.
Alerts
You can set alerts to be noti ed if the inventory level goes beyond a certain value. For example, you set an alert if the
beginning day book inventory is less than 120% of the planning minimum inventory level. You need to assign a priority to
each alert. This priority will be considered when multiple alerts are issued for the same inventory eld.
You can also create location and material speci c alerts with date validity. This also integrates the time-based
constraints from location-material data into the alert framework.
Display
You make the basic display settings to in uence the space taken up by different screen areas, such as the selection
panel, Inventory Planning Details and the Nomination Planning Details screen area. You can set the number of rows or
columns to be displayed in each screen area. You can set the percentage of screen width to be taken up by the selection
panel.
The visible rows in max view indicates the number of rows to be visible in a particular table when the corresponding
screen area is maximized. The visible rows in standard view indicates the number of rows to be visible in the table when
the screen area is not maximized.
Global Alerts
You can create alerts for all or speci c material, location, valuation type combinations for one or more validity attached
to each alert and make it active. An alert can also be active when there is no validity assigned or the current date/time is
within the validity period of the alert.
The global and user-speci c alerts are together applied based on the priority. For the same priority level, a global alert
would take precedence over a local alert while simulating inventory. And, global alerts maintained by other users are also
visible under this tab.
Use
Inventory Planning Workbench helps you to analyze and manage the inventory levels for location-material or transport system-
material combinations.
Prerequisites
You have:
The required authorization to manage bulk shipments using Inventory Planning Workbench.
Made the required settings in Customizing for Inventory Cockpit under Industry Solution Oil & Gas (Downstream) TSW
(Trader's and Scheduler's Workbench) .
Features
Flexible search to form combinations
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After you enter a location, material, or transport system, the related materials, transport systems, or locations are
displayed and you can form combinations. The inventory details for the selected combinations are displayed for analysis
and for scheduling movements.
You can save the search criteria as a variant so that you do not have to enter it when you want to view the inventory
details again.
Modify the layout of inventory planning details (IPD) and nomination planning details (NPD)
The inventory details are displayed based on the settings maintained in the Customizing and User Settings. Columns can
be added or removed from a combination or all combinations using the context menu options in the respective screen
area. The drag and drop function helps you to rearrange the sequence of columns based on the need.
All the nominations that are part of the IPD are available in the NPD area of the screen. You can scroll to the nomination
number to view the details in the Nomination Planning Details screen area using the context menu option on the
nomination number in the IPD area. All the line items of the nomination (even if they are not related to the combination)
are displayed. You can also add and edit nomination details in the NPD section. You can also auto scroll to the nomination
in NPD by clicking on the nomination number from IPD.
In the NPD section, you can also view other nomination items that are linked to the nomination item of a location -
material combination that are pegged using the transshipment pegging type.
Create a new line item in an existing nomination or a new nomination using the context menu options.
Maintain alternative starting value for the beginning day book inventory for the current day.
You can navigate to the Volume Mass Reading (VMR) app using the hyperlink in the Begin Physical Inventory for the
current day and End Physical Inventory of past days to update the physical inventory details for a location-material
combination. Once it is allocated from the VMR app, on refresh the same is re ected in the Physical Inventory column in
IPD.
You can maintain any missing quantity (for example, delayed tickets) in the Manual Adjustments column in IPD that
affects the inventory rundown calculation. Any value entered in this column for past days impacts the End Physical
Inventory and for the present-day the Begin Physical Inventory is impacted. Manual adjustments are possible only from
the last physical inventory maintained to the present day. The last physical inventory maintained in the system, is
highlighted in the Begin or End Physical Inventory columns.
You can capture simulation independent comments for a day in the Comments column in IPD
You can maintain time-dependent constraints from IPW by navigating to the corresponding Location- Material
Combination’s Time dependent Constraints from the context menu option.
You can view the rack actuals breakdown using the hyperlink in the Actual Rack Issue column in IPD. The Rack Actuals
Breakdown report for the location- material combination is displayed with the following details:
- Location
- Material
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- Mode of Transport
- Valuation type
- Material Document
- Contract Number
- Quantity
- UoM
- Sold to Party
- Ship to party
- Bill of Lading
You can display the underlying un-simulated values using the context menu option for each combination.
You can manually refresh the inventory planning details in addition to the auto-refresh settings maintained in user
settings.
You can download IPD into a spreadsheet using the option Download to Excel. Multiple location and material
combinations can be downloaded, which is displayed in the spreadsheet separated by a splitter for each location and
material combination.
Activities
1. Form combinations to view inventory details.
Planning Nomination
Concept
You create a planning nomination if you do not have the complete details for creating a nomination, for example, if you want to
create a nomination for a future date and check the impact on the inventory. A planning nomination is converted to a standard
nomination by the system if the list of elds selected in Customizing is maintained.
Prerequisites
You have:
1. Set the business processes for the status pro le Carrier Nomination Header in Customizing for De ne status pro les
and dependencies under Industry Solution Oil & Gas (Downstream) TSW (Trader's and Scheduler's
Workbench) Nomination Application Settings Status Management as given below.
Field Value
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Field Value
Operation OR
2. Made the required settings in Customizing for De ne Settings for Planning Nomination under Industry Solution Oil &
Gas (Downstream) TSW (Trader's and Scheduler's Workbench) Inventory Cockpit .
3. Made the required settings in Customizing for De ne Validation Groups under Industry Solution Oil & Gas
(Downstream) TSW (Trader's and Scheduler's Workbench) Nomination Application Settings .
4. Selected the planning nomination indicator for a nomination under General Settings.
Features
You can do the following:
You can select the Validation indicator to perform the set of validations de ned in the validation group. And also
create and assign new validation groups in Customizing.
You can select Defaulting, Worklist Update, Realtime SPW Update and Physical Deletion indicators respectively
to enable these functions in planning nomination.
Note
In a standard nomination, the nominations are only marked for deletion, but in case of a planning nomination the
nominations can be physically deleted from the database.
In the Nomination Header and Item elds, you can de ne the set of elds that must be maintained based on which the
planning nomination is converted to a standard nomination. If all the required data is entered then it becomes a
standard nomination else it still remains a planning nomination. The data entered in the nomination header elds takes
precedence over the nomination item elds. If all the required data is maintained in the nomination header elds then it
is converted to a standard nomination.
Create Combinations
Context
You can form location - material or transport system - material combinations to manage the inventory gures across locations
and transport systems.
You must have the required authorizations maintained in the O_OIJ5_IPW authorization object to perform actions in the
Inventory Planning Workbench.
Procedure
1. In the Search Criteria, enter a location, transport system, or material.
2. Press Enter .
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The list of relevant transport systems, materials, or locations along with the indicators, for example L for location, P for
planning location, T for transport system and so on are displayed in the Combine with Transp. Syst./Loc screen area
based on the user settings maintained.
Results
The list of combinations selected is displayed in the Inventory Planning Workbench Selection screen area. The inventory details
for the combinations are displayed in the Inventory Planning Workbench screen area. The details of the nominations (including
the nomination line items that are not related) associated with the inventory details are displayed in the Nomination Planning
Details screen area.
The search criteria can be saved as a user-speci c variant if you plan to reuse it again. This saves time as you need to enter only
the variant name the next time.
You can also save the search criteria as a global variant by selecting the option Global Variant, so that other users can use this
variant to view combinations.
Simulations
In IPW, you can perform simulations which are user-speci c and non-user speci c.
Global Simulation
In Customizing, under Industry Solution Oil & Gas (Downstream) TSW (Trader’s and Scheduler’s Workbench) Inventory
Cockpit Basic Settings De ne Parameters for Inventory Planning Workbench , you can specify if IPW will work with only
user-speci c simulations or only global simulations or both global and user-speci c simulations.
If you set the option as user-speci c simulation only, then the IPW will only process user-speci c simulations. Then the
only global simulations handled will be those from the other applications.
If you set the option as Only Global Simulations, then all simulations (nomination, physical inventory and Rack related)
created behaves like Global simulations that is, it is visible for all users. In this case the concept of versions will no longer
be relevant.
If you select the option as Both Global and User-speci c Simulation, then all simulations created by you initially will be
user-speci c simulations. You have the option to publish the user-speci c simulation as a global simulation through an
option in the publish button or the context menu. This covers all IPW simulations which include nomination simulation,
physical inventory simulation and rack related simulations.
You can display, modify, delete and publish the global simulations created through IPW as well as display the global
simulations created by the three other applications.
The global simulation like nomination simualtion is shown by default in all versions of IPW in dual mode or in user-speci c
simulations only mode.
In case you have a user-speci c and global simulation for the same nomination key, and item, then the user-speci c
simulation takes precedence over the global simulation. For physical inventory and rack forecast, the user-speci c
simulation is shown over global simulation. On publish of this user-speci c simulation, if a global simulation exists for that
line, it is displayed with precedence over the just published value. All the global simulations for the nomination are
displayed as multiple lines without any precedence.
A BAdI is provided to allow you to add additional schedule lines for publish of data in the lines to be published.
In User Settings, you can choose whether you want to enable publish of:
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1. IPW simulations
3. Both
Always the entire nomination represented by the global simulations for any of the three types mentioned is published. If
a nomination has multiple global simulations, publish is not allowed and an error message is displayed.
Once an IPW simulation is converted to a global simulation, you cannot change it back to a user-speci c simulation.
Simulation Modes
Depending on the simulation mode, along with user-speci c simulations, IPW global simulations and simulations from external
applications are captured.
Simulation mode 3: User-speci c simulations, IPW global simulations and simulations from external applications.
Global Simulations from External Applications are non-editable in Inventory Planning Workbench
Nomination Simulations
Bulk movements are entered as bulk or nomination simulations. These simulations are similar to nominations other than the
fact that they are not published and hence do not have a nomination key assigned. Simulations are saved with minimal values
like location, material, date, scheduled quantity and nomination number for simulating the impact on the inventory values.
You can perform simulations that are non-user speci c or global simulations generated in IPW and by three other processes
namely three-way pegging, IBP Interface (planned), Location balancing.
Rack Simulations
All non-bulk issues out of a location is usually signi ed by rack. The rack is obtained in the following ways:
Manual rack forecast is entered in the rack forecast column or in the corrected rack column. The corrected rack forecast column
takes precedence over rack forecast. When a value is entered in any of the columns, it is rst converted to a simulation and then
published. Rack simulations can be global or user-speci c simulations based on the Customizing settings.
In Customizing, under Industry Solution Oil & Gas (Downstream) TSW (Trader’s and Scheduler’s Workbench) Inventory
Cockpit Basic Settings De ne Parameters for Inventory Planning Workbench , if you select Docs as Global Simulation, then
documents like sales order, purchase order and so on are displayed as global simulations.
If simulation schedule type SD is included in the Customizing, Simulated schedules usage by applications for Inventory Cockpit,
then:
The document quantity column in IPW displays the unpegged(non-balance) document quantities.
If the above mentioned customizing is set, then these unpegged schedule lines appear as global simulations in inventory
planning details. However, the impact on inventory is only once.
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Once the schedule lines are pegged, the balance schedule lines are displayed in nomination planning details along with
the respective three-way pegging schedule lines.
If the SD schedule lines are partially consumed, the schedule status becomes S for the SD schedule line. In this case the
SD schedule line is ignored and 3 three-way pegging schedule lines are created. The pegged balance schedule lines are
displayed in nomination planning details while the unpegged three-way pegging schedule lines are displayed as
document quantities and as Global Simulations.
If the simulation schedule type SD is not included in the Customizing, the SD schedule lines are not displayed in the document
quantity column nor as global simulations.
Three-way pegging simulations that are pegged with the SD schedule lines are published together, irrespective of whether the
SD schedule lines are displayed in IPW or not.
Event Simulations
Event simulations are not allowed to be a global simulation, if they are being entered for a user-speci c nomination simulation.
Only when the user-speci c nomination simulation is converted to a global simulation, the event simulation entered is allowed
to be converted to a global Simulation.
Simulate Nominations
Procedure
1. Load the required combinations.
The list of nominations for all the combinations are displayed in the Nomination Details screen area.
2. Create a simulation.
The table below helps you to understand how various simulations can be created.
Purpose Steps
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Purpose Steps
c. Press Enter .
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Purpose Steps
Split a nomination
a. In the context menu for the nomination number or
quantity in the Inventory Planning Details screen area,
choose Split Nomination.
Delete a nomination or a nomination line item In the context menu for the nomination number or quantity in
the Inventory Planning Details or Nomination Details screen
area, select one of the following:
Delete a simulation In the context menu for the simulation in the Inventory
Planning Details or Nomination Details screen area, choose
Delete Entire Simulation.
Version simulation Save the simulations as one of the planning versions from the
Version dropdown in the selection panel as de ned in
Customizing. You can also save your version as planning
version 0 based on the authorization assigned.
Note
You can only publish the planning version 0.
Check simulations for conistency Choose Check to perform a consistency check all the
simulations before it is published.
3. If you want to compare the simulations with baseline values, in the context menu option for the combination title, choose
Show Baseline.
4. If you want to save the changes but not actualize the impact on inventory, save the simulations.
The color of the simulation changes from green to the default color of the elds.
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Context
You can simulate manual forecast rack values for the current and future dates for a speci c rolling period.
Procedure
1. Load the required combinations.
2. If you want to edit the manual forecast rack values for a period, perform the following:
a. In the context menu for Forecast Rack column, choose Manual Rack for a Date Range.
a. Compare the simulations with baseline values, in the context menu option for the combination title, choose Show
Baseline
b. Save the changes but not actualize the impact on inventory, save the simulations
The color of the simulation changes from green to the default color of the elds.
Corrected Rack
Context
You can simulate corrected rack values for the current and future dates.
Procedure
1. Load the required combinations.
2. If you want to edit the rack values for a period, perform the following:
a. In the context menu for Correct. Rack column, choose Rack Corrections for a Date Range.
Particular quantity
a. Edit the rack value for a single date, enter the rack correction for the required date
b. Compare the simulations with baseline values, in the context menu option for the combination title, choose Show
Baseline
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c. Save the changes but not actualize the impact on inventory, save the simulations
The color of the simulation changes from green to the default color of the elds.
2. Select a demand line (Global Simulation/Nomination/User or Local Simulation) in IPD and right-click on it.
A list of sources in ranking order is displayed, you can decide which option to select as source.
4. You can add required business partners and check the recalculated cost:
a. Select the Source line and choose the partner details option against the line
The Partner selection screen is displayed with default partner functions and descriptions
Based on the Partners entered, cost is recalculated and displayed in the logistics cost.
Once the cost is recalculated, ranking is altered, and new order of source lines are displayed with all the
parameters.
A new source corresponding to the demand line is created by updating all the required elds.
6. The scheduling option (Global/User/Nomination) corresponding to the demand line is created and saved.
If you select the demand (Global simulation) then the identi ed scheduling option is saved with the same nomination key
and nomination number.
If you select the demand (Nomination) then the identi ed scheduling option is saved with the same nomination key and
nomination number.
If you select the demand (User-speci c simulation or local simulation) then the identi ed scheduling option is saved with
the same nomination key and nomination number.
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You can choose the mode to be used for inventory calculation under Industry Solution Oil & Gas (Downstream) TSW (Trader's
and Scheduler's Workbench) Inventory Cockpit Basic Settings De ne Parameters for Inventory Planning Workbench
In this mode of inventory calculation, the scheduled quantity of a nomination/simulation is considered for calculation,
that is begining and ending physical inventory and begining and ending book inventory.
In this mode, the actual quantity value available in the nomination line item on the scheduled date of the line item
is considered. All the unactualized quantity is added to the inventory value for the present day (that is today).
In this mode, the actual quantity value from the ticket related table is considered, and this is added to the ending
inventory value on the ticket end date. The unactualized quantity is added to the inventory on the scheduled date
of the nomination line item.
To avoid double counting, the bulk forecast is considered in the rundown calculation. The following three aspects are considered:
The nomination open quantity is used to consume forecast, not the total or actual quantity if the nomination has been
partially or fully ticketed.
Forecast consumption is only within a means of transport ( barge consumes barge forecast but not rail forecast)
The movement scenarios are identi ed that are allowed to consume the forecast. These depend on the scope of the
planning system deployed, for example, considering IBP in cases where both demand forecasting and IBP supply planning
are used, only customer nominations consume the primary forecast.
In Customizing, the relevant movement scenarios are provided that considers both pick up and delivered cases. In order to
accommodate different solution scopes in the same installation (for example, phased roll-out of IBP Supply Planning), entries
are by location as shown below:
Location SI type Ref Doc Indicator SI Type Ref Doc Indicator Consumption
Relevance
DE_HAM_TR O G X
DE_HAM_TR O S X
DE_HAM_TR O X D G X
Consumption is always by the origin line (as mentioned above – using the open quantity)
You can de ne the relevant movement scenarios in Customizing, under Industry Solution Oil & Gas (Downstream) Industry
Solution Oil & Gas (Downstream) Inventory Cockpit Bulk Forecast Consumption Settings De ne Movement Scenarios for
Bulk Forecast Consumption
Note
If you are not using supply planning and therefore release the total forecast ( external plus replenishment) to IPW, transfer
cases can be added to the customizing.
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Consumption Period
It is possible that the forecast and nominations do not exactly match. You can de ne pro les that control the backward or
forward consumption and the forecast horizon within which only nominations are considered, not the forecast. These pro les
are assigned to the location-material in the planning related screen.
You can de ne the pro les in Customizing, under Industry Solution Oil & Gas (Downstream) Industry Solution Oil & Gas
(Downstream) Inventory Cockpit Bulk Forecast Consumption Settings De ne Pro le for Consumption Period and Horizon
Context
You can share the inventory planning details (including simulations) for a combination through a local mail client. The rolling
period and the scope of information displayed depends on the user settings you have maintained in Inventory Planning
Workbench.
Procedure
1. Launch Inventory Planning Workbench.
The link to access the inventory planning details is added to the local mail client.
Results
To view the inventory planning details, the receiving user clicks on the link. The refresh option can be used to view the updated
information.
Use
You can manage the details of the nominations using the Nomination Planning Workbench (NPW).
Prerequisites
You have:
Made the required settings in Customizing for Inventory Cockpit under Industry Solution Oil & Gas (Downstream) TSW
(Trader's and Scheduler's Workbench) .
Features
Flexible search of nominations using multiple selection criteria in the selection panel. The entire nomination (header and
items) can be retrieved, or only the items that match the selection criteria depending on the option selected.
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Modify the layout of the nomination planning workbench.
The NPW layout is displayed based on the settings maintained in the Customizing and User Settings. Columns can be
added or removed using the context menu options in the respective screen area.
Copy line item to create a new line item within an existing nomination
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