Interactive Planning

Table of Contents

• Navigation in the Interactive Planning Table

• Additional Features of the Interactive Planning

Table
 Learning Objectives

In this module students will learn about Interactive Planning

Navigation in the Interactive Planning Table
 Navigation in the Interactive Planning Table cont..

Purpose

Orders, such as sales orders, purchase orders, stock transport orders, and refunds, can be
assigned to vehicle resources through interactive planning. Manually or through the optimizer,
you can assign the orders to the resources. You as a result get shipments that were planned,
which you can then continue processing.

The planning view of interactive planning is where you carry out all of these tasks.

The optimization run can also be carried out in the background.

Prerequisites

Orders were generated in SAP R/3 and sent to SAP APO via the SAP APO Core Interface.

Your optimization profile has been established.

 Navigation in the Interactive Planning Table cont..

Use
You utilize interactive planning to address planning issues including shortages, order delays,
and resource overloads. You also carry out standard interactive planning tasks like the ones
listed below.
Developing purchase proposals for manually planned products, such as those for which you
have established standard planning methods 1 or 2
Sequencing of resources
Campaign definition

You must frequently assess the planning environment in order to address fresh planning issues
and complete interactive planning duties because planning is a dynamic activity. A variety of
technologies are available for interactive planning that offer various perspectives of the planning
scenario.
 Navigation in the Interactive Planning Table cont..

Additionally, you can distinguish between the tools you can use for interactive planning based on
the user interface technologies they employ, as shown below:

● Applications that your SAP system lets you access through its graphical user interface
client, SAP GUI.
● The product view, order processing view, receipts view, and requirements view are some of
these applications.
● Web-based programs that you can use in your web browser or the SAP NetWeaver
Business Client (SAP NWBC).
● You can access Enhanced Product Planning via a Web application from the SAP NWBC. It
is a tool that you, as a production planner, may use to do all of your daily tasks in a single
application and that can be readily customized.
Navigation in the Interactive Planning Table cont..

Process

1. Using the proper instrument, you present the planning situation.

2. You assess the planning environment and pinpoint the planning issues. You use the Alert
Monitor and the Plan Monitor to accomplish this. Various planning issues may also be
shown in the planning interface, depending on the tool.
3. You figure out the planning issues. You carry out the subsequent actions to achieve this:

● You can create a related receipt if a product is out of stock (for manually designed
products, for instance).
● You can alter the date and time of the receipt if a requirement isn't met because the
availability date/time of an existing receipt is later than the requirement's date/time.
Navigation in the Interactive Planning Table cont..

● If you want to execute planning for a product, for example, after you have manually created
or changed orders, call up the product heuristic.
● You can fix the order to stop the system from modifying a receipt during automatic
planning.
● You can fix the pegging relationships if you do not want the system to change the
assignment of a receipt element to a requirements element.
● You can use the comprehensive scheduling planning board to adjust the order of orders or
how resources are allocated. You can move orders and activities to various dates or
resources, or you can optimize the resource plans, via the detailed scheduling planning
board.
Process Flow

● Choose < Transportation Planning/Vehicle Scheduling < Planning < Interactive Vehicle
Scheduling . in the SAP APO menu (transaction /SAPAPO/VS01). The Vehicle Scheduling
– Selection screen appears.
● When choosing an optimization profile, consult the input help. You provide the orders that
the system should take into account when planning in the optimization profile. In the
optimization profile, you may also set the optimizer runtime and choose a planning horizon,
order categories, locations, and other options.
➢ Without changing the optimization profile itself, you can quickly make adjustments by
editing specific profiles on this screen. You can go directly to the chosen optimization
profile by selecting Optimization profile if you wish to make changes to it.
➢ Utilizing resource selection may be advantageous when there are numerous resources or
locations available. You can choose one or more orders or shipments in the same manner.
Selecting orders is only necessary to view already-planned shipments. The orders cannot
be planned.
Process Flow cont..

➢ The chosen settings can be saved as a variation.

➢ Select Execute. After that, you are in interactive planning's planning view.

● You plan shipments either manually or using the optimizer.

● You process the planning results as necessary.

Result

Once planning is complete, you can execute the next steps within the transportation planning

process, for example transportation service provider selection (TSP selection).

Additional Features of the Interactive Planning Table
Navigation in the Product Planning Table

Use

The work scope of the product planning table is displayed in the navigation tree in the top left
corner of the screen. The objects you want to appear in each view are specified using this
navigation tree. The navigation tree can be organized into many categories. You can show or
conceal objects as appropriate, and it provides information on BOMs and notifications for the
products. The color coding of the product rows allows you to see whether objects are displayed
or hidden in the charts.

If you want to view the charts in full-screen mode, you can toggle the navigation tree on or off.
Navigation in the Product Planning Table cont..

Features
The navigation tree displays the objects you selected in the initial screen of the product planning
table. In the navigation tree, the following sort and display functions are available:
● Switching on / off the navigation tree
● Grouping objects according to the following categories:

Product
Location
Planner
Resource
Destination (location or resource )
Source (location or resource )
Navigation in the Product Planning Table cont..

● Displaying warnings (alerts for the number of days' supply, date, and quantity)

● Displaying the BOM and a list of components' locations of use

● Returning objects to the worklist after setting them to "processed"

● Activating, selecting, and turning on/off items

Navigation in the Product Planning Table cont..

Procedure
Displaying Alerts in the Navigation Tree:
Days' supply warnings, date/time alerts, quantity alerts, characteristic alerts, and network alerts
can all be seen on the screen.
You have kept up with the profile for the alert monitor so that the alerts and their priority levels
are shown in the navigation tree. Monitor PP/DS Alerts as well.
The profile of the alert monitor determines the kind of days' supply that is shown. Depending on
the priority level, one of the following icons appears when an alert occurs: (mistake), (warning)
(information).
You can choose which objects are shown in the navigation tree based on alert types and
exclude the display of specific priority levels by using Filter and Change Filter.
Unset the Display Elements Without Alerts indicator in the filter settings if you only want to see
objects with alerts.
To reactivate an existing filter, choose Filter and Activate Filter.
Displaying the BOM for the Products

● Expand the object whose BOM you wish to see in the navigation tree.

● If orders also exist for the components needed for the assembly of the finished product,

you can also expand those components in the navigation tree.

● The BOM is displayed for all items, not only those from the chosen facility. It is valid for all

products.
Displaying the Where-Used List for Components

● If orders for the goods for which these components are needed already exist, you can

display the where-used list for components by expanding the navigation tree.

● Orders for the finished goods must also exist if the components are needed for other

products. The where-used list cannot be displayed otherwise.

● The where-used list includes information about the product's usage at distribution centers

and other plants in addition to its BOM.

Setting Objects to Processed and Returning them to the Worklist

● A resource, a line, or a product can be set to processed once the planning phase is
complete. Select a line and choose the tick mark Processed.
● The navigation tree now has the new folder Processed. This folder can be expanded to
reveal the processed object.
● By selecting the In Worklist icon, processed objects can be added back to the worklist.
● You can choose whether the indicator can be reset just manually or if it should be reset
automatically upon logoff or the start of a new day under Settings Processing Indicator. The
option can be changed independently for resources and products.
● You can add processed or unprocessed products as a selection criterion when using the
product planning table. To do this, fill up the Extended Selection section with the selection
criterion Products/Resources, Unprocessed or Processed.
Planning Using the Product Planning Table

Purpose
This method explains how to use the product planning table for interactive planning to resolve
date and sequence planning issues while taking into account available resources.
Prerequisites
The product planning table is provided by SAP with the default parameters. Make the necessary
adjustments in Customizing for Production Planning and Detailed Scheduling, which can be
viewed and adjusted in the application under user settings, if you want to tailor the product
planning table to your own unique planning requirements. See Configuration and Profiles in the
implementation guide (IMG) for Production Planning and Detailed Scheduling for more details.

You must keep an integration model up to date in order to enable integration with R/3.

For planning, you have either kept up with the PPM or the iPPE.
Planning Using the Product Planning Table cont..

Process

Direct Access:

1. From the SAP Easy Access my SAP Supply Chain Management screen, choose <
Advanced Planning and Optimization < Production Planning < Interactive Production
Planning < Product Planning Table.
2. Choose the resources and items that will be planned on the first screen.
3. Analyze the current state of the planning.
4. You can manually alter the projected numbers for production or outside purchasing, or you
can start automatic planning runs.
5. When the planning result is saved, the changed data is automatically sent if there is a link
to the R/3 system. You can plan and backflush other components in the R/3 system. The
R/3 system transfers back to APO the planning outcomes and stock changes.
6. Check the product planning table again for the modified planning condition.
Planning Using the Product Planning Table cont..

Access through the Alert Monitor

1. From the Alert Monitor, select PP/DS Alerts.

2. An alert can be chosen by using the right mouse button. A dialog box will then appear with
the options within PP/DS that you have to remedy the issue.
3. Pick the product planning table from the new window that displays. It displays the alerts'
planned situation.
4. You can manually alter the projected numbers for production or outside purchasing, or you
can start automatic planning runs.
5. When the planning result is saved, the changed data is automatically sent if there is a link
to the R/3 system. You can plan and backflush other components in the R/3 system. The
R/3 system transfers back to APO the planning outcomes and stock changes.
6. To return to the Alert Monitor, choose Back.
7. To receive the current alert situation, choose Refresh.
Tools for Interactive Planning

Use
The following table lists interactive planning tools that feature planning functions to display
various views of the planning:

Tool What is Displayed Use

Enhanced Product Planning An order list view containing Increased adaptability in

(EPP) order information, order production planning,
components, processes, especially in the selection,
and pegging context is formulation, and
provided by a management of orders.
product-focused solution.
Planning strategy, horizons,
and warnings are all
integrated into EPP, which
also has side panels for
extra data and KPIs.
Tools for Interactive Planning cont..

Requirements View Requirement elements for the selected Universal for product and order-related
location products
planning

These views belong to the order view.

You can navigate between the
individual views.

Receipts View Receipt elements for selected location

products

Product View Requirements/stock situation for a

location product

In the product view you can call up

push production to create orders that
consume surplus raw materials.
Tools for Interactive Planning cont..

Order Processing View Order information and related

data from the order
environment, such as the
pegging structure in an order

Product Planning Table Requirements/stock situation of Especially suitable for repetitive

a location product and manufacturing
overview of the occupation of
production lines

Product Overview Overview of the planning Mass transaction and fast

access to planning
situation of multiple products

The product overview is

integrated into the product
planning table.
Tools for Interactive Planning cont..

Detailed Scheduling Planning Gantt charts that show the Interactive detailed scheduling
Board
time position of activities,
operations and orders on the
resources.

The detailed scheduling

planning board is integrated in
the order processing view and
in the product planning board.

Resource Planning Table Display in table form of the Interactive detailed scheduling
capacity utilization of a
resource

Campaign Transaction Production campaigns Process industry