Master Data and Transaction Data in SNP

Table of Contents

• Working with Master Data

• APO Product Master

• APO Resource Master

• Introducing the Production Process Model

• Introducing Quota Arrangements

• Transactional Data used in Supply Network

Planning
Learning Objectives
In this module students will learn about Master Data and Transaction Data in SNP
Master Data
Transactions

The planners can access the capacity leveling by the following transactions:

● Change mode: /sapapo/mat1

● Display mode: /sapapo/rrp3

Utility

Master data is the core data that is essential to operations in a specific business or business
unit.
Master data is the essential data (about products, locations, resources, production process
models (PPMs), and so on) that is necessary to build a supply chain model and execute
planning.
Using the Master data, the planners can transform the model business information in to tangible
data to the system process.
APO Product Master
APO Product Master
APO Product Master cont..
APO Product Master cont..
SNP 2

This tab is in charge of the business's horizons.

● SNP Production Horizon: SNP shifts production to the first day following this horizon rather
than adding any scheduled orders to the Production (planned) key figure.
● SNP Stock Tranfer Horizon: Enter the number of days, weeks, or months during which the
system is not to organize stock transfers in the SNP Stock Tranfer Horizon field. The
scheduled distribution proceeds are moved to the first day following the SNP stock transfer
horizon rather than being generated inside this horizon by the system.
● Obs: The horizon begins on the system date or the day specified in the planning book's
Planning Start Date field.
APO Product Master cont..
APO Product Master cont..
APO Product Master cont..
Lot Size

● The planners can modify the minimum and maximum lot sizes on this tab in accordance
with the process constraints.
❏ Minimum Lot Size: This value indicates the minimal order quantity.
❏ Maximum Lot Size: This value indicates the most number of items that can be ordered per
order.
● The Period Factor is another crucial aspect of this tab. This element is utilized by the
system to determine the date and time that a receipt element will be available within a
given time frame (bucket).
● You can enter a factor in the range of 0 to 1, with 0 denoting the beginning of the time, 0.5
the halfway, and 1 the conclusion.
● You must set the "Use period factor" flag in order to use this factor.
APO Product Master cont..
APO Product Master cont..
Procurement

The Procurement Type, which determines how the product is bought, can be selected by the
planner under the procurement tab.

There are several forms of procurement available:

F- Execute the plan at an external location for external procurement.

E - Internal planning: apply the strategy to the situation.

X - External or internal production: Execute the plan both internally and externally.

Obs: If you leave the field blank, the system will assume X.
APO Product Master cont..
APO Product Master cont..
GR/GI

Here, the planner can modify the processing times for good receipts and good issues in
accordance with the limitations of the process.

The period of time between releasing a product from storage and delivering it is known as the
good issue processing time.

The period of time between a product's creation or delivery and its availability as stock is known
as the "good receipt processing time."
APO Product Master cont..
APO Resource Master
APO Resource Master
Defines:

Capacity of equipment, workers, vehicles, staff, and warehouses

Supply Network Planning (SNP), Capable-to-Match (CTM), and Production Planning and
Detailed Scheduling (PP/DS) planning criteria that are resource-specific

When setting order dates, it is important to take into account working hours and the capacities of
the resources.
Uses
Use in Routing

A production data structure (PDS) or a production process model's routing information is saved
by SAP APO's system. Each activity in a PDS or PPM is given the resource where it is executed
in the appropriate mode. Alternative resources are also defined here. The system schedules the
activities using the resource data.

Relationship to the Planning and Supply Chain Model Version

Independent of a specific supply chain model or planning version, you generate resources. You
allot any resource that is important for planning to a model. Additionally, the system
automatically transfers the resources to every planning version that is present in this model.

The system generates a planning version for a supply chain model when you are constructing
one.
APO Resource Master cont..

Create Resources (optional).

You have the option of creating the following resource types for Supply Network Planning:

■ Single-mixed resource
■ Multimixed resource
■ Bucket resource
■ Transportation resource
APO Resource Master cont..
If you want to use the resources for both supply network planning and production planning and
detailed scheduling (PP/DS), use single-mixed or multimixed resources. Only SNP can use
bucket resources. If you can, make mixed resources, which is what we advise. But keep in mind
that only when employing distinct resources for block planning in PP/DS and Supply Network
Planning can you use bucket-oriented block planning in PP/DS in conjunction with SNP. By
setting the Not SNP-Relevnt indicator for the resource used in PP/DS, you may be sure of this.

Use the same steps as for establishing bucket resources to generate transportation resources.

The APO master data document's resource section contains general information about
generating resources. Here is a list of the exact data you have to define for heuristic-based
planning in SNP.
Single/Multimixed Resources

Tab page/screen : Standard Capacity

Field : The capacity of the accessible bucket must be specified:

Bucket definition - If you select From Cont. Capacity for the bucket definition, the PP/DS
available capacity is used to determine the available bucket capacity. Defining a loss factor is
also possible here (for maintenance or setup times for example).
Single/Multimixed Resources cont..

You must submit the following additional information if you select Maintain:
● Period type
● Number of periods
● Bucket capacity
● Rate of bucket-oriented capacity utilization (%)
The available bucket capacity that was specified for each bucket can be seen by clicking the
Bucket Capacity button.
Additionally, you can still specify a capacity profile and capacity variants, as well as modify the
periodicity and capacity of specific buckets. Consult the APO master data document for further
details.
Bucket Resources
Tab page/screen:
General Data :
■ Resource
■ Resource category
■ Location - if you define a location, the system adopts the time zone from the location
master data; if not, you have to enter the time zone
■ Time zone
■ Planner group
■ Factory calendar
■ Active variant
■ Reference resource
Planning Parameters :
■ Day -/Day + - validity period for the resource capacity
■ Overload (%)
■ Minimum load (%)
APO Resource Master cont..

Standard Capacity :
■ Period type
■ Number of periods
■ Bucket capacity
■ Rate of bucket-oriented capacity utilization (%)
Capacity variants button :
■ You can define up to 99 capacity variants in order to define the available capacity for
specific validity periods.
■ Capacity variant
■ Valid from/to
■ Rate of bucket-oriented capacity utilization (%)
■ Quantity/rate definition
The system takes into account the default available capacity for periods without a capacity
variant.
APO Resource Master cont..
Definitions button :

■ You use the quantities/rates definition to define the available capacity for the capacity
variant.
■ Qty/rate definition (name)
■ Valid to
■ Planner group
■ Number of periods
■ Period type
■ Bucket capacity
■ Unit
Production Process Model

Use

The planning applications in SAP APO can produce a scheduled order within procurement
planning that stages this product using a source of supply for internal production. In SAP APO, a
production process model (PPM) can be created.

By entering the PPM manually in SAP APO

First moving pertinent data from an OLTP system to SAP AFPO and then, if necessary, inputting
SAP APO-specific planning data in the PPM
Production Process Model cont..

Structure

PPMs are built using PPM plans. The PPM plan outlines the non-order-specific actions and

materials needed to manufacture the output goods from the plan. For each output product of a

PPM plan, a PPM is defined. You specify the validity requirements for using the PPM plan in the

PPM. The order data must meet the following requirements in order for the system to use a

PPM (and consequently the PPM plan) for a planned order:

Production Process Model cont..
Margin for Lot Size

The procurement quantity for the main item of the anticipated order must fall within the range of
lot sizes that you have specified in the product's PPM.

Time Relevance

The anticipated order's availability date and time must fall within the PPM's validity term. The
validity period you entered in the plan for the output product is automatically used by the system
for the PPM.
Production Process Model cont..

Planning Location

The PPM has to have the planning location set to the location where the planned order is
created. Therefore, a PPM is never good for more than one site. The primary product receipt is
created by the system in the planning location.

The system generates dependent requirements for the components and receipts for the
co-products at the production site if you enter a production location in the PPM that is different
from the planning location. The production site is important for subsequent productions.
Production Process Model cont..
The manufacturing site in the planned order may be different from the issuing location of the
components when planning with storage location MRP regions. The storage location and the
production site are used by the system to automatically determine the issuing location.

The locations where the capacity requirements arise are determined by the resources utilised in
the strategy. Therefore, different sites may have varied capacity needs.

Procurement Priority

Multiple PPMs can be specified for an output product. When a PPM is taken into account during
source selection, the system's priority is determined by the procurement priority.
Quota Arrangements
Use

To distribute product quantities among source or destination locations in accordance with your
preferences, utilize a quota arrangement in SAP APO. For the purposes of allocating the
amounts, you can set weightings for partner locations, external procurement, and in-house
production

There are two types of quota arrangements:

Incoming quota arrangement

To determine what percentage of a demand is to be purchased from which source location, you
employ an incoming quota arrangement (e.g. vendor).

Outgoing quota arrangement

Which part of the receipts is to be forwarded to which destination location is determined using
an outgoing quota system (e.g. one of your distribution centers).
Quota Arrangements cont..

How quota arrangement items are planned depends on whether or not you have specified (in
the product master) that the quota arrangement heuristic is to be used to plan the product:
Quota Arrangements cont..

Quota Arrangement Heuristic

If you have specified the heuristic for the quota arrangement for the product, the analysis of the

requirements will allocate the needs among the quota arrangement elements. According to the

item heuristic you specified in the Supply Chain Engineer, each quota arrangement item is

designed separately. The system is able to take planning factors such lot-sizing methods,

procurement lead times, rounding profiles, or vendor calendars of the various sources of supply

into account by planning each quota arrangement item separately.

Quota Arrangements cont..
Prerequisites

You have designated the quota arrangement heuristic as the heuristic for planning the product
(on the PP/DS tab page of the product master record) in order for planning to be done at the
item level of the quota arrangement. You have listed the heuristic to be applied while planning
the quota arrangement item in the Supply Chain Engineer.

On the PP/DS tab page of the product master, you have stated that the product should be
planned using Standard Planning Procedure 1, Standard Planning Procedure 2, or Standard
Planning Procedure 4.
Quota Arrangements cont..
Assignment Quota Agreement

The system will first form lots and then distribute them across the various vendors and/or
factories during the source determination phase if you haven't established a quota arrangement
heuristic for the product. As a result, using this method you cannot take into account the
planning elements described above. Therefore, you must define the quota arrangement heuristic
at the product level if you want to plan the quota arrangement separately.

Prerequisites

In the Supply Chain Engineer, you have specified the Quota Arrangement Header and Quota
Arrangement Items for the pertinent vendors and/or factories.
Transactional Data
Transactional Data
Data that is recorded, for instance, during the sale or purchase of a product is considered

transactional data and refers to the transactions of the company. In many transactions, the term

"master data" is used, and examples include data on customers, products, or suppliers. In most

cases, master data is static and doesn't need to be produced for each transaction. For instance,

if a single client buys several items at various times, a transaction record must be made for each

sale, although the consumer's information remains the same. The inclusion of master data in a

transactional record is depicted in Figure below. In this instance, the transaction makes

reference to the pertinent product IDs and client IDs when the lamp and chair products are sold.
Transactional Data cont..
If the customer and product records already exist, there is no need to create new ones or modify

existing ones for this new transaction. However, other information in the transaction, such the

sale ID and unique transaction identifier, must be updated. As a result of its frequent creation

and modification, transaction data is often more volatile than master data. Take note that this

straightforward example displays the product's price in the master data as well as the actual

sale price in the transaction. Although there are other models for this, the example demonstrates

how the real price can vary depending on the transaction and may only be determined using the

product price in the master data (after including discounts, etc.).

Transactional Data cont..
Transactional Data cont..

Master data also has the characteristic of frequently being shared and utilized by several

business units. A customer record, for instance, will be used by both marketing and sales. When

one business unit modifies the master record without notifying the other business unit, issues

develop. For instance, if the marketing department changes a customer's address without

informing the sales department, purchases may be delivered to an outdated address.

Transactional Data cont..
Despite the fact that these are the typical characteristics of both master and transactional data,

there are times when both data types behave differently, blurring the lines between the two.

When changes to a supplier address, for instance, result in a new record being created rather

than being overwritten in an existing record, master data may also appear to be transactional. In

particular, if they want to track a supplier's movements, an organization may decide to keep all

of a supplier's previous addresses on file. It is important to pay attention to situations like these

because it may be preferable to employ transactional solutions to address the issues with this

data type and ensure proper data management.