Configuration Guide – Getting Started CUSTOMER

SAP IBP 2408

August 2024
English

Getting Started with Implementing SAP Best

Practices for SAP Integrated Business Planning for
Supply Chain
Typographic Conventions

Type Style Description

Example Words or characters quoted from the screen. These include field names, screen ti-
tles, pushbuttons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.

Example Emphasized words or expressions.

EXAMPLE Technical names of system objects. These include report names, program names,
transaction codes, table names, and key concepts of a programming language
when they are surrounded by body text, for example, SELECT and INCLUDE.

Example Output on the screen. This includes file and directory names and their paths, mes-
sages, names of variables and parameters, source text, and names of installation,
upgrade and database tools.

Example Exact user entry. These are words or characters that you enter in the system ex-
actly as they appear in the documentation.

<Example> Variable user entry. Angle brackets indicate that you replace these words and char-
acters with appropriate entries to make entries in the system.

EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R .

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Document History

Revision Date Change

1.0 May 4, 2022 First version created for IBP 2205

2.0 August 5, 2022 Updated version for IBP 2208

3.0 October 26, 2022 Updated version for IBP 2211

4.0 February 3, 2023 Updated version for IBP 2302

5.0 May 5, 2023 Updated version for IBP 2305

6.0 August 4, 2023 Updated version for IBP 2308

7.0 October 27, 2023 Updated version for IBP 2311

8.0 February 2, 2024 Updated version for IBP 2402

9.0 May 3, 2024 Updated version for IBP 2405

10.0 August 2 , 2024 Updated version for IBP 2408

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Table of Contents

1 Solution Overview 5

2 System Setup 6
2.1 Software Product Versions 6
2.2 SAP Notes 7
2.3 Software Landscape Diagram 8
2.4 Install SAP Integrated Business Planning, Add-in for Microsoft Excel 10
2.5 Install Microsoft Excel VBA Add-In for Planning View Templates 11
2.6 Download Sample Data and Sample Planning Views 12
2.7 Set Up Integration with SAP Build Work Zone, Advanced Edition 12
2.7.1 Prerequisites 13
2.7.2 Create Communication System 13
2.7.3 Create Communication Arrangement 14
2.8 Set Up Real-Time Integration for Order-Based Planning 15
2.9 Setup Integration for Time-Series Based Planning 15
2.9.1 Prerequisites 16
2.9.2 Configuration in SAP S/4HANA, Supply Chain Integration Add-on for SAP IBP 16
2.9.2.1 Activate Data Sources 17
2.9.2.2 Activate BAdI 18
2.9.2.3 Define Logical System 19
2.9.2.4 Assign Logical System to Client 20
2.9.2.5 Activate Business Transaction Events 20
2.9.2.6 Specify System Release 21
2.9.2.7 Activate Change Pointers Generally 22
2.9.2.8 Activate Change Transfer of Info Records 22
2.9.3 Configure Data Integration Using WebSocket RFC 23
2.9.3.1 Create Communication User 23
2.9.3.2 Create Communication System 24
2.9.3.3 Create Communication Arrangement 24
2.9.4 Configure Outbound Integration Using CI-DS 25
2.9.4.1 Create Communication System 25
2.9.4.2 Create Communication Arrangement 26
2.10 Set Up Integration with SAP Enterprise Product Development for 3D Models 27
2.10.1 Prerequisites 27
2.10.2 Create Communication Arrangement 27
2.10.3 Associate 3D Model with SAP IBP Attribute Identifier 28

3 Evaluate Business Content/Processes 31

4 Security Aspects 32
4.1 General Security Guidelines 32
4.2 User Administration and Authentication 32

5 Deploy Best Practices Solution 33

6 Appendix: Useful Resources 36

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1 Solution Overview

Leverage SAP Best Practices for SAP Integrated Business Planning for Supply Chain (SAP IBP) to get an
entry scope of the following planning processes:
 Sales and operations planning
 Response and supply planning
 Demand planning
 Demand sensing
 Inventory optimization
 Demand-driven replenishment
 Maintenance, repair and operations

SAP Best Practices for SAP Integrated Business Planning for Supply Chain 2408:
 Are based on SAP Integrated Business Planning for Supply Chain 2408, SAP Build Work Zone,
advanced edition, and SAP S/4HANA.
 Support faster deployment of the required configuration settings.

For an overview of this SAP Best Practices solution scenario, refer to the information provided in the
SAP Signavio Process Navigator:
https://me.sap.com/processnavigator/SolS/EARL_SolS-034
.
The package solution scenario contains different deployment assets that are shipped either together
with the SAP Integrated Business Planning for Supply Chain product or through the SAP Signavio
Process Navigator.

These are the assets we deliver with the product:

 Sample planning area SAPIBP1 (for solution processes related to time-series-based planning)
 Sample planning area SAP7F (for solution processes related to order-based planning)
 Sample planning area SAP8 (for solution processes related to demand-driven replenishment)
 Sample planning area SAP9 (for solution processes related to maintenance, repair, and operations
(MRO))

These are the most important assets we deliver through the SAP Signavio Process Navigator:
 Sample planning views
 Sample master data
 Sample time profile
 Sample key figure data
 Setup instructions
 Test scripts
 Process diagrams

To use SAP Best Practices for SAP Integrated Business Planning, you need the respective application
licenses. For details on application licenses and the corresponding features, refer to the application
help: Applications and Features of SAP Integrated Business Planning for Supply Chain

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2 System Setup

The SAP Integrated Business Planning for Supply Chain system is provisioned by the SAP Cloud Service
Center. The customer receives an email containing the URL and an administration user for their
system.

2.1 Software Product Versions

The following software products and versions are required:

Product Product Compo- Comments Relevance

Version nents

SAP Integrated Business 2408 Cloud Mandatory All solution

Planning for Supply delivery processes
Chain OD

SAP Build Work Zone, n.a. Cloud Optional, required only if process 2BQ, 3RT, 2BS,
advanced edition delivery management functionality is to be 18N, 2BU, 2BW
used.

SAP Integrated Business 2408 n.a. Download from Software Download All solution
Planning, add-in for Center. See chapter Installing the processes
Microsoft Excel SAP Integrated Business Planning,
Add-in for Microsoft Excel.

SAP S/4HANA, supply 1.0 Latest Only required for the IBP for time- 3OF, 4NO
chain integration add-on support series based inbound and
for SAP Integrated package outbound integration with SAP
Business Planning S/4HANA solution processes.

SAP Cloud Integration 1.0 Latest Only required for the IBP for time- 3OF, 4NO
for data services support series based inbound and
package outbound integration with SAP
S/4HANA solution processes.

SAP Enterprise Product n.a. Cloud Only required for the IBP for 2P0
Development delivery response and supply – response
planning solution processes.

SAP Business Latest n.a Only required for the solution 2I0, 42C, 2P0,
Technology Platform release processes related to order-based 4UT, 2S4, 2S6,
including SAP planning. 4VA, 6NV,
Connectivity service and 6WZ, 6Z1
Cloud Connector

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 Product Product Compo- Comments Relevance
Version nents

SAP Business Latest Cloud Only required for the IBP for 78P
Technology Platform release Integration demand – demand forecast for SAP
including SAP S/4HANA Cloud solution process.
Integration Suite

Web Browser See SAP Note 1935915 on browser All solution

recommendations. processes

Microsoft Excel See SAP Note 2135948 for an All solution

overview of supported processes
configurations.

2.2 SAP Notes

The following notes contain important information related to the configuration of SAP IBP. Make sure to
read these notes before starting the implementation:

SAP Note Description Component Comment

3362305 SAP Best Practices for SV-RDS-SCM Always check the SAP Note
SAP Integrated of the SAP Best Practices
Business Planning for package for updates on the
Supply Chain 2408 implementation.

To be announced SAP IBP OD 2408 – SCM-IBP-DM This note also links to the
Central Note product restrictions of SAP
IBP.

To be announced SAP IBP OD 2408 – SCM-IBP-BF-PPF This note also links to the
Release Information Product Availability Matrix.
Note

To be announced SAP IBP 2408– Release SCM-IBP-DM Product restrictions for

Restriction Note using SAP IBP.

2135948 Install the S&OP / IBP SCM-IBP-XLS-UI Lists the supported

Excel Add-In: configurations and
Supported necessary prerequisites for
Configurations / the SAP Integrated
Prerequisites Business Planning, add-in
for Microsoft Excel (Excel
add-in).

1790530 S&OP / IBP Planning SCM-IBP-XLS-UI All restrictions mentioned

View Templates for the in this note also apply to
Excel Add-In the planning view
templates delivered with

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 SAP Note Description Component Comment

this solution. Make sure to

install the Excel add-in for
VBA templates mentioned
in this note.

2806360 SAP IBP, add-in for SCM-IBP-XLS-UI Follow the steps to ensure
Microsoft Excel: that your VBA add-in is
“SAP_IBP_Chart.xlam properly installed.
missing or not
activated” error
message

2515578 IBP: DISAGG or COPY SCM-IBP-BF-DIS This note describes what

operator not working you need to do if target
key figures don’t show any
values.

2776077 Order-based planning SCM-IBP-RM This note describes the

using the time-series- setup and configuration
based forecast steps needed to support an
consumption operator SAP IBP order-based
planning run (confirmation
run) using an open
forecast calculated by TS-
based forecast
consumption.

2640432 Details on Restrictions SCM-IBP-RM This note describes the

for SAP IBP Order- restrictions that apply for
Based Planning SAP IBP order-based
planning.

3106619 SAP IBP Real-time SCM-IBP-INT-RTI To use the SAP IBP real-
integration - Notes for time integration, you either
installation need to install the support
packages of SAP ERP and
SAP S/4HANA mentioned
below, or you need to
implement all the notes
listed as related notes.

3110007 IBP Real-time SCM-IBP-INT-RTI This note contains

Integration: information and details on
Information/Restriction restrictions for SAP IBP real
s time integration in
combination with order-
based planning and flexible
master data.

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2.3 Software Landscape Diagram
The following diagrams show an abstract view of the system landscape and illustrate at which points in
an implementation project the respective tasks are carried out. The view is rather generic and does
not describe all the technical details of a real system landscape.
SAP Integrated Business Planning for Supply Chain and SAP Build Work Zone, advanced edition
systems are provisioned by SAP Cloud Delivery. SAP S/4HANA is deployed in your on-premise system
landscape.

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2.4 Install SAP Integrated Business Planning, Add-in for
Microsoft Excel

Use

The planning processes in SAP IBP are executed in Microsoft Excel spreadsheets. All users need to
install the SAP Integrated Business Planning, add-in for Microsoft Excel (Excel add-in) locally on their
computer. You can download the installer from the Software Download Center.

Procedure

1. Navigate to the Software Download Center at https://launchpad.support.sap.com.

2. From the dropdown list at the top, select Downloads.
3. In the Enter search term field, enter EXCEL ADD-IN.
4. Choose E n t e r .
5. In the results list, on the SOFTWARE CATEGORIES tab, choose SAP IBP EXCEL ADD-IN 2408.
6. On the DOWNLOADS tab, choose the ZIP file containing the latest Support Package (SP) level.
7. Unzip the downloaded ZIP file.
8. Install the EXE installer on your computer.

Caution: Make sure to install the Excel add-in with English language settings only. Otherwise, the
sample planning views might not be displayed correctly.

Note: For more information on how to create a connection to the SAP IBP system and troubleshoot
issues with the Excel add-in, refer to the application help: Planning with Microsoft Excel.

2.5 Install Microsoft Excel VBA Add-In for Planning View

Templates

Use

The planning view templates delivered with SAP Note 1790530 include a VBA-embedded template and
a VBA add-in template that help users to easily create planning views from scratch. In SAP Best
Practices for SAP IBP, the planning view templates are based on the templates with the VBA add-in. To
use these planning view templates, users need to install the VBA add-in locally on their computer.
You can find the installer in the link provided in SAP Note 1790530. There, you’ll also find detailed
information on how to install the VBA add-in.

Caution: The planning view templates provide examples based on the configuration and data of SAP
Best Practices for SAP IBP and are designed to help you get started. They cannot be used directly in
productive mode. Please check and adapt the templates to meet your requirements. They might
also be subject to changes without any maintenance obligation.
All restrictions listed in SAP Note 1790530 also apply to the sample planning view templates
delivered with SAP Best Practices for SAP IBP.

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 Caution: For performance reasons, appropriate data filters need to be defined for each planning
view to meet the general recommendation of displaying a maximum of 2000 records. This is
customer-specific and not part of the SAP Best Practices implementation. If from a business point of
view more records are required, do not use the sample planning views, but develop your own
planning views using fewer formatting options, validations, or local members.

Caution: After you have downloaded the VBA sample files, the Excel templates may not load
properly if their location isn’t set to be part of the trusted locations. You can add a trusted location
in Excel by choosing File  Options  Trust Center  Trust Center Settings … Trusted Locations 
Add new location…  Browse. The same applies to the location of the VBA add-in if it is used
(%appdata%\Microsoft\AddIns).

Procedure

1. Extract SAP_IBP_Chart.xlam from the download link referenced in SAP Note 1790530.
2. Place this xlam file in folder %appdata%\Microsoft\Addins.
3. Open Microsoft Excel and go to File → Options → Add-Ins.
4. Choose Manage: Excel Add-ins → Go.
5. Select the checkbox for Sap_Ibp_Chart.
6. Choose OK.

Note: Please also check SAP Note 2806360 for further information on the VBA add-in installation.

2.6 Download Sample Data and Sample Planning Views

Use

Sample planning views and sample data for SAP Best Practices for SAP IBP are delivered through the
SAP Signavio Process Navigator. Before you start deploying your solution, download the corresponding
ZIP files to your computer.

Caution: Make sure to download the ZIP files related to SAP IBP version 2408 that you’re deploying
the solution for. The sample planning view templates delivered with this solution only work with the
SAP IBP, add-in for Microsoft Excel (Excel add-in) 2408.

Caution: After you have downloaded the VBA sample files, the Excel templates may not load
properly if their location isn’t set to be part of the trusted locations. You can add a trusted location
in Excel by choosing File  Options  Trust Center  Trust Center Settings … Trusted Locations 
Add new location…  Browse. The same applies to the location of the VBA add-in if it is used
(%appdata%\Microsoft\AddIns).

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Procedure

1. Navigate to https://me.sap.com/processnavigator/SolS/EARL_SolS-034.
2. Choose Version 2408.
3. Choose the Accelerators tab.
4. Choose the Configuration group.
5. In the Configuration group, choose Technical Assets for SAP7F (sample data, master data, planning
view templates) to download the accelerators required to set up the Best Practices for the order-
based planning scenarios.
6. In the Configuration group, choose Technical Assets for SAP8 (sample data, master data, planning
view templates) to download the accelerators required to set up the Best Practices solution
scenarios for the demand-driven replenishment scenarios.
7. In the Configuration group, choose Technical Assets for SAPIBP1 (sample data, master data,
planning view templates) to download the accelerators required to set up the Best Practices
solution processes for the time-series-based planning scenarios.
8. In the Configuration group, choose Technical Assets for SAP9 (sample data, master data, planning
view templates) to download the accelerators required to set up the Best Practices solution
processes for the maintenance, repair, and operations scenario.

2.7 Set Up Integration with SAP Build Work Zone, Advanced

Edition
The SAP Integrated Business Planning administrator on the customer side needs to take care of the
integration between SAP Integrated Business Planning and SAP Build Work Zone, advanced edition.
The integration allows users to use SAP Build Work Zone, advanced edition for multiple collaboration
scenarios in the apps where collaboration is available.
For more information on the SAP Build Work Zone, advanced edition product, see SAP Build Work
Zone, advanced edition.
For more information on how to use SAP Build Work Zone, advanced edition with SAP IBP, see the
application help: Social Collaboration.

2.7.1 Prerequisites
Separate licenses of SAP Build Work Zone, advanced edition are required to enable the collaboration
capabilities in SAP IBP. If you do not own SAP Build Work Zone, advanced edition licenses or do not
intend to use the collaboration capabilities in SAP IBP, you can skip this section.

2.7.2 Create Communication System

Use

To enable the integration with SAP Build Work Zone, advanced edition, you need to define a new
communication system and a new communication arrangement based on communication scenario

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SAP_COM_0026. For more information on the integration with SAP Build Work Zone, advanced edition,
refer to the application help: Integrating SAP Build Work Zone, advanced edition with SAP IBP.

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Systems.
3. On the Communication Systems screen, choose New.
4. In the New Communication System dialog box, enter the following data:

Field Entry Value

Name

System <SAP Build Work Zone server ID>

ID
Example:
Z_IBP_WORKZONE

System <SAP Build Work Zone system name>

Name
Example:
Z_IBP_WORKZONE

5. Choose Create.
6. On the Communication System screen, enter the following data:

Field Entry Value

Name

Host <SAP Build Work Zone host name>

Name
Example:
xxx.coreint1.workzone.ondemand.com

System Leave blank

Name

7. On the Communication System screen, in the User for Outbound Communication section, choose
the plus sign (+).
8. In the New Outbound User dialog, enter the following data:

Field Name Entry Value

Authenticatio OAuth 1.0

n Method

OAuth 1.0 <Tenant host name>

Client ID Enter the URL you use to access SAP IBP.

Example:
https://myXXXXXX.accounts.ondemand.com

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 Field Name Entry Value

Client Secret <Productive Password>

9. In the New Outbound User dialog box, choose Create.

10. On the Communication System screen, choose Save.

2.7.3 Create Communication Arrangement

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Arrangements.
3. On the Communication Arrangements screen, choose New.
4. In the New Communication Arrangement dialog box, enter the following data:

Field Name Entry Value

Scenario SAP_COM_0026

Arrangemen <Arrangement Name>

t Name
Example:
ZSAP_COM_0026_WORKZONE

5. In the New Communication Arrangement dialog box, choose Create.

6. On the Communication Arrangements screen, enter the following data:

Field Name Entry Value

Communication <Communication system defined in previous chapter>

System
Example:
ZSAP_COM_0026_WORKZONE

Outbound <Tenant host name>

Communication – Enter the URL you use to access SAP IBP.
OAuth 1.0 Client ID
Example:
https://myXXXXXX.accounts.ondemand.com

Service Status Active

Path /

Port 443

7. Choose Save.

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2.8 Set Up Real-Time Integration for Order-Based Planning
You can integrate master data and transactional data from your SAP S/4HANA system to SAP IBP order-
based planning in near real-time without using batch jobs. To enable real-time integration (RTI),
functions of the Core Interface (CIF) are used to capture changes to the data in real time and integrate
master data and transactional data asynchronously to SAP IBP.

Note: This chapter is only required for the following order-based planning solution processes:
 IBP for response and supply – supply and allocations planning – heuristic (2I0)
 IBP for response and supply – supply and allocations planning – optimizer (42C)
 IBP for response and supply – response planning (2P0)
 IBP for response and supply – deployment planning – optimizer (4UT)
 IBP for response and supply – transportation load building (6NV)
 IBP for response and supply – shelf life planning (6WZ)
 IBP – order-based planning inbound integration with SAP S/4HANA (2S4)
 IBP – order-based planning outbound integration with SAP S/4HANA (2S6)
 IBP – order-based planning inbound integration for deployment planning (4VA)
 IBP – order-based planning inbound integration for shelf life planning (6Z1)

We highly recommend that you use the CIAS guided workflow for the connectivity setup for real-time
integration (RTI) between an SAP IBP and an SAP on-premise system (S/4HANA or ECC). CIAS stands
for Cloud Integration Automation Service developed by SAP.
You can download the step-by-step guide for the RTI communication setup activities (process overview
of CIAS guided workflow) here: SAP DAM.
Before you start, ensure that all prerequisites for the usage of RTI are met according to SAP Note
3110007 - IBP Real-time Integration: Information/Restrictions. Check SAP Note 3106619 for installing
SAP IBP real-time integration. This note lists the minimum Enhancement Packages and SAP Notes you
need to implement in your SAP S/4HANA system to make sure that RTI will work.

2.9 Setup Integration for Time-Series Based Planning

SAP Cloud Integration for data services (CI-DS) is the main integration tool used for all time-series-
based tactical planning in SAP Integrated Business Planning (SAP IBP).
The SAP Integrated Business Planning administrator on the customer side needs to install and
configure the SAP Data Services Agent. For more information, see the SAP Data Services Agent guide.
The inbound integration delivered in SAP Best Practices is based on the SAP S/4HANA, supply chain
integration add-on for SAP Integrated Business Planning, which can simplify the integration. To make
use of this, you need to install the SAP S/4HANA, supply chain integration add-on for SAP Integrated
Business Planning in your SAP S/4HANA system.
For more information, see SAP S/4HANA, supply chain integration add-on for SAP Integrated Business
Planning and SAP ERP, supply chain integration add-on for SAP Integrated Business Planning

Note: Setup instructions for the integration between SAP S/4HANA Cloud, public edition, and SAP
IBP (IBP for demand – demand forecast business process) are provided in Setup Instructions for
Implementing IBP for demand – demand forecast for SAP S/4HANA Cloud (78P).

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2.9.1 Prerequisites

Note: This configuration step is only required for the following time-series-based planning solution
processes:
 IBP – time-series-based inbound integration with SAP S/4HANA (3OF)
 IBP – integration of planned independent requirements to SAP S/4HANA (4NO)

The system administrator first needs to install and configure the SAP Data Services Agent. This is not
described in this document. For more information, refer to the application help: SAP Data Services
Agent.

2.9.2 Configuration in SAP S/4HANA, Supply Chain

Integration Add-on for SAP IBP
Carry out the configuration steps described below in the SAP S/4HANA, supply chain integration add-on
for SAP IBP. These configuration steps are required to execute the IBP for time-series-based inbound
integration with SAP S/4HANA (3OF) test script.
In the current release, SAP Best Practices for SAP IBP offers time-series-based inbound integration
through SAP Cloud Integration for data services (CI-DS) templates for the following master data types
and key figures:

Master data types:

 PRODUCT (Product)
 LOCATION (Location)
 LOCATIONPRODUCT (Location Product)
 RESOURCE (Resource)
 RESOURCELOCATION (Location Resource)
 PLANNINGUNIT (Subnetwork)
 CUSTOMER (Customer)
 SOURCEPRODUCTION (Production Source Header)
 PRODUCTIONSOURCEITM (Production Source Item)
 SOURCELOCATION (Location Source)
 SOURCECUSTOMER (Source Customer)
 UOMCONVERSIONFACTOR (UoM Conversion Factor)
 UOMTO (Target UoM)
 CURRENCY (Currency)
 EXCHANGERATE (Exchange Rate)
 PRODUCTIONRESOURCE (Production Resource)

Key figures:
 CAPASUPPLY (Capacity Supply)
 INITIALINVENTORY (Stock on Hand)
 MINRECEIPT (Minimum External Receipts)
 MINPRODUCTION (Minimum Production Receipts)
 ACTUALSQTY (Actuals Qty)

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 EXCHANGERATE (Exchange Rate)
 OPENORDERSREV (Open Orders Rev)

Note: EXCHANGERATE is modeled as an attribute as key figure in sample planning area SAPIBP1.
SAP provides two options for integrating the exchange rate in time-series-based inbound integration
with SAP S/4HANA:
The first is to integrate the exchange rate as a master data type. In this case, you get a static
exchange rate in SAP IBP after integration from S/4HANA.
The second is to integrate the exchange rate as a key figure. In this case, the time-dependent
exchange rates maintained in S/4HANA are integrated to SAP IBP.
Choose the option that best suits your requirements.

2.9.2.1 Activate Data Sources

Use

This chapter describes how to activate data sources.

Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

1. Start transaction RSA9 to copy the delivered extractor hierarchy structure to the active hierarchy.
2. Start transaction RSA5. As a result of the previous step, the extractor hierarchy contains the
following entries:

Field Name Entry Value

SCM-IBP-INT SCM: Integration of SAP Integrated Business Planning

SCM-IBP-INT-ECC-TS-IO IBP Time-Series-Based ERP Integration: Master Data

SCM-IBP-INT-ECC-TS IBP Time-Series-Based ERP Integration: Transactional Data

Note: If you skipped the previous step, the SCM-IBP-INT-ECC-TS-IO node and its extractors are
nevertheless there. You can find them under the NODENOTCONNECTED node.

3. On the Installation of DataSource from Business Content screen, select the SCM-IBP-INT node.
4. Choose the Select Sub-tree +/- button. The node and the DataSources under the node are
highlighted in yellow.
5. Choose Activate DataSources to activate the DataSources.
6. Start transaction /n/IBP/ETS_REPL_TEST to test if the extractors were activated and correctly
provide data.
7. In the Data Sources/Extractor Name field, enter the name of the extractor.

Example:

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 /IBP/LOCATION_ATTR

Note: If required, you can specify additional selection conditions using the Selections parameter.
You can also use the Projections field to define which fields to request. These criteria correspond to
fields that are mapped in the CI-DS data flow or are used to evaluate filters that cannot be sent to
the extractor.
The /IBP/ETS_REPL_TEST report comes with a set of system variants. Half of these variants contain
the requested fields and filter settings of the templates delivered in CI-DS. The other half of the
variants have the same filter settings but request more fields. They can be used to analyze the
details of the selected data. This is especially useful with the /IBP/ORDER_KF extractor because the
detailed variant shows all individual object IDs and attributes related to the aggregated time series.
For most of these extractors, in order to check whether they provide data correctly, you have to run
the corresponding initial load steps described in the IBP for time-series-based inbound integration
with SAP S/4HANA (3OF) test script.

2.9.2.2 Activate BAdI

Use

This section describes how to activate the BAdI delivered by SAP to fill in the data for master data type
attributes that will be used in the SAP IBP business processes.

Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

2. Start transaction SPRO.
3. On the Customizing: Execute Project screen, choose SAP Reference IMG.
4. On the Display IMG screen, choose SAP Customizing Implementation Guide à Integration with Other
SAP Components à Integrated Business Planning à Business Add-Ins (BAdIs) à BAdI: Adjust
Outbound Data During Integration Via Extractors.
5. For the Location Region and Customer Region master data types, in the BAdI Implementations
dialog box, select the Active (IMG) checkbox for Enhancement Implementation
/IBP/ETS_SEL_LOCATION_REGION.
6. For the Customer Source master data type, in the BAdI Implementations dialog box, select the
Active (IMG) checkbox for enhancement implementation /IBP/ETS_SEL_SRCCUST_CI.
7. For the Actuals Qty key figure, in the BAdI Implementations dialog box, select the Active (IMG)
checkbox for enhancement implementation /IBP/ETS_SEL_ACTUALS_QTY_CI.
8. In the Prompt for Workbench Request dialog box, enter the <workbench request>.
9. In the BAdI /IBP/BADI_ES_ETS_SELECTION was activated in Customizing dialog box, choose
Continue.
10. In the BAdI Implementations dialog box, choose Finished.

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2.9.2.3 Define Logical System

Use

This section describes how to define the logical SAP S/4HANA system from which you’re going to
replicate data to SAP IBP. This logical system is used to uniquely address the system in your system
landscape.

Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

2. Start transaction BD54 or choose Logistics ® Central Functions ® Supply Chain Planning Interface
® Integrated Business Planning ® Settings ® Define Logical System from the menu.
3. Confirm the Caution: The table is cross-client message.
4. On the Change View “Logical Systems”: Overview screen, first check if the logical system has been
created. If so, skip this section. Otherwise, follow steps 4 to 7 to create the logical system.

Note: The logical system is usually named as <your SAP S/4HANA system name>CLNT<client>, for
example, S4HCLNT001.

5. On the Change View “Logical Systems”: Overview screen, choose New Entries.
6. On the New Entries: Overview of Added Entries screen, enter the following data:

Field Entry Value

Name

Log. <your SAP S/4HANA system name>CLNT<client>

System
Example:
S4HCLNT001

Name <your SAP S/4HANA system name>CLNT<client>

Example:
S4HCLNT001

7. Choose Save.
8. Choose a workbench request if required.

2.9.2.4 Assign Logical System to Client

Use

This section describes how to assign the logical system to a client.

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 Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

2. Start transaction SCC4 or choose Logistics ® Central Functions ® Supply Chain Planning Interface ®
Integrated Business Planning ® Settings ® Assign Logical System to a Client from the menu.
3. On the Display View “Clients”: Overview screen, first check if your client has been assigned to the
logical system. If yes, skip this section. Otherwise, follow steps 4 to 9 to assign the client to the
logical system.
4. On the Display View “Clients”: Overview screen, choose Change.
5. Confirm the Caution: The table is cross-client message.
6. On the Change View “Clients”: Overview screen, choose New Entries.
7. On the New Entries: Overview of Added Entries screen, enter the following data:

Field Entry Value

Name

Client <Your SAP S/4HANA system client>

Example:
001

Name <Your SAP S/4HANA system name>CLNT<client>

Example:
S4HCLNT001

8. Choose Save.
9. Choose a workbench request if required.

2.9.2.5 Activate Business Transaction Events

Use

A Business Transaction Event (BTE) allows you to immediately and automatically transfer all changes
made to SAP S/4HANA transactional data and the following master data to SAP IBP:
 Vendor
 Customer
 Material

Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

2. Start transaction BF11 or choose Integration with Other SAP Components ® Integrated Business
Planning ® Activate BTE Application in the IMG.
3. Confirm the Caution: The table is cross-client message.

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4. On the Change View “BTE Application Indicator”: Overview screen, activate Business Transaction
Events for the following applications:

Appl. A Text

IBP X (selected) Integrated Business Planning

ND-APO X (selected) New Dimension PlugIn APO

NDI X (selected) New Dimension Integration

5. Choose Save.
6. Choose a Workbench Request if required.

2.9.2.6 Specify System Release

Use

You need to maintain the SAP S/4HANA logical system that you’re using to replicate data to SAP IBP.

Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

2. Start transaction NDV2 or choose Logistics ® Central Functions ® Supply Chain Planning Interface
® Integrated Business Planning ® Settings ® Change View Systems and Their Types and Releases
from the menu.
3. Confirm the Caution: The table is cross-client message.
4. On the Change View “Systems and Their Types and Releases”: Overview screen, choose New
Entries.
5. On the New Entries: Overview of Added Entries screen, enter the following data:

Field Name Entry Value

Log. System <your SAP S/4HANA system name>CLNT<client>

Example:
S4HCLNT001

Syst. Type IBP

Release 70

6. Choose Save.
7. Choose a workbench request if required.

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2.9.2.7 Activate Change Pointers Generally

Use

This section describes how to activate change pointers.

Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

2. Start transaction BD61.
3. On the Activate Change Pointers Generally screen, select Change pointers activated (in general).
4. Choose Save.
5. Choose a customizing request if required.

2.9.2.8 Activate Change Transfer of Info Records

Use

This section describes how to activate the change transfer of info records.

Procedure

1. Log on to the SAP GUI in the SAP S/4HANA system.

2. Start transaction BD50.
3. On the Change View “Activate Change pointers for Message Type”: Overview screen, choose New
Entries.
4. On the New Entries: Overview of Added Entries screen, enter the following data:

Field Name Entry Value

Msg. Type /IBP/ECC_SRC

active X (selected)

5. Choose Save.
6. Choose a customizing request if required.

2.9.3 Configure Data Integration Using WebSocket RFC

Data integration between SAP Cloud Integration for data services (CI-DS) and SAP IBP can be
implemented using JDBC or WebSocket RFC.

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SAP IBP systems provisioned from release 2108 onwards communicate with CI-DS through WebSocket
RFC, using communication scenario SAP_COM_0593.
With this implementation, the SAP Data Services Agent can directly connect to staging and application
tables in SAP IBP to integrate data between these tables and your on-premise system.

2.9.3.1 Create Communication User

Use

This chapter describes how to create the communication user for the WebSocket RFC integration.

Note: The authentication method can be either certificate-based using an X.509 certificate or basic
authentication. This document only describes the basic authentication. For certificate-based
authentication, see Defining the Communication Arrangement.

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Users.
3. On the Maintain Communication Users screen, choose New.
4. On the Create Communication User screen, enter the following data:

Field Entry Value

Name

User <User name>

Name
Example:
BP_USER_0593

Descripti <User Description>

on
Example:
BP_USER_0593

Passwor <Enter Password>

d

5. Choose Create.

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2.9.3.2 Create Communication System

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Users.
3. In the New Communication System dialog box, enter the following data:

Field Entry Value

Name

System <System ID>

ID
Example:
BP_IBP_0593

System <System name>

Name
Example:
BP_IBP_0593

4. Choose Create.
5. On the Communication System screen, in the Technical Data section, select Inbound Only.
6. On the Communication System screen, in the User for Inbound Communication section, choose the
plus sign (+).
7. In the New Inbound User dialog box, enter the following data:

Field Name Entry Value

User Name <Communication user name>

Example:
BP_IBP_0593

Authentication User name and password

Method

8. Choose OK.
9. On the Communication System screen, choose Save.

2.9.3.3 Create Communication Arrangement

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Arrangements.

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3. On the Communication Arrangements screen, choose New.
4. In the New Communication Arrangement dialog box, enter the following data:

Field Name Entry Value

Scenario SAP_COM_0593

Arrangemen <Arrangement name>

t Name
Example:
ZSAP_COM_0593_WEBSOCKET

5. In the New Communication Arrangement dialog box, choose Create.

6. On the Communication Arrangements screen, enter the following data:

Field Name Entry Value

Communication <Communication system defined in previous chapter>

System
Example:
BP_IBP_0593

7. Choose Save.

2.9.4 Configure Outbound Integration Using CI-DS

SAP Best Practices for SAP IBP supports the integration of planned independent requirements from SAP
IBP to S/4HANA using a CI-DS template.

Note: This configuration step is only required for the following time-series-based planning solution
process:
 IBP – integration of planned independent requirements to SAP S/4HANA (4NO)

To be able to schedule jobs in SAP Cloud Integration for data services from SAP IBP, you must perform
the configuration tasks described in the next sections.
For more information, refer to the application help: Configuring the Outbound Communication with SAP
Cloud Integration for Data Services. You can also refer to SAP Note 2593057.

2.9.4.1 Create Communication System

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Systems.
3. On the Communication Systems screen, choose New.
4. In the New Communication System dialog box, enter the following data:

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 Field Entry Value
Name

System <System ID>

ID
Example:
BP_CIDS_0035

System <System name>

Name
Example:
BP_CIDS_0035

5. Choose Create.
6. On the Communication System screen, enter the following data:

Field Entry Value

Name

Host <Host name of your SAP CI-DS system>

Name
Example:
lddbcpi.xxx.zzz.corp

HTTPS Leave blank (automatically created on save)

Port

7. On the Communication System screen, in the Users for Outbound Communication section, choose
the plus sign (+).
8. In the New Outbound User dialog box, add the user for the outbound communication using the
authentication method User Name and Password and the format WebServicesUser|<your
organization>.
9. On the Communication System screen, choose Save.

2.9.4.2 Create Communication Arrangement

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Arrangements.
3. On the Communication Arrangements screen, choose New.
4. In the New Communication Arrangement dialog box, enter the following data:’

Field Name Entry Value

Scenario SAP_COM_0035

Arrangemen <Arrangement name>

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 Field Name Entry Value

t Name

Example:
BP_SAP_COM_0035_CIDS

5. In the New Communication Arrangement dialog box, choose Create.

6. On the Communication Arrangements screen, enter the following data:

Field Name Entry Value

Communication <Communication system defined in previous chapter>

System
Example:
BP_CIDS_0035

7. Choose Save.

2.10 Set Up Integration with SAP Enterprise Product

Development for 3D Models
This integration scenario is designed for SAP IBP users who want to integrate the visualization of 3D
product or location models to SAP IBP apps such as Intelligent Visibility. The 3D models are stored and
retrieved from SAP Enterprise Product Development.
The SAP Integrated Business Planning administrator on the customer side needs to take care of the
integration between SAP Integrated Business Planning and SAP Enterprise Product Development.
This section describes the general configuration steps required to integrate SAP IBP with SAP
Enterprise Product Development for the visualization of 3D models.

Example: This section is only required if you want to view 3D models of locations in the IBP for sales
and operations – footprint analysis (5LG) solution process, or if you want to view 3D models of
products in the IBP for response and supply – response planning (2P0) solution process.

2.10.1 Prerequisites
Communication scenario SAP_COM_0658 is used to display 3D models of your products or locations in
SAP IBP apps. To set up this communication scenario in your SAP IBP system, you must:
 Own a license of SAP Enterprise Product Development.
 Have added the SAP IBP tenant domain to the list of allowed origins in the Security Administration
app in the Visualization area of SAP Enterprise Product Development.
 Have administrator rights to download the default client certificate from the Maintain Client
Certificates app.
 Have access to the SAP Enterprise Product Development APIs and a generated service key for
communication.
For more information, refer to the application help: Integrating with SAP Enterprise Product
Development.

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2.10.2 Create Communication Arrangement

Procedure

1. Log on to the SAP Fiori launchpad in the SAP IBP system.

2. Open Communication Arrangements.
3. On the Communication Arrangements screen, choose New.
4. In the New Communication Arrangement dialog box, enter the following data:

Field Name Entry Value

Scenario SAP_COM_0658

Arrangemen <Arrangement name>

t Name
Example:
ZSAP_COM_0658_EPD

Service Key Copy and paste the service key file content

5. In the New Communication Arrangement dialog box, choose Create.

2.10.3 Associate 3D Model with SAP IBP Attribute Identifier

Use

You associate a 3D model of a location for the IBP for sales and operations – footprint analysis (5LG)
solution process, or you associate a 3D model of a product for the IBP for response and supply –
response planning (2P0) solution process.
Once the SAP_COM_0658 communication scenario has been implemented, several SAP IBP apps such
as Intelligent Visibility can display a View 3D Model icon next to attribute identifiers that have 3D
models associated with them in the SAP Enterprise Product Development service.
To associate a 3D model, you must:
 Have access to the Browse Visualizations app in the Enterprise Product Development launchpad.
 Have 3D visualization models that are available in the Enterprise Product Development storage.

Procedure

Note: This step is executed in SAP Enterprise Product Development.

1. Log on to the SAP Fiori launchpad in the SAP Enterprise Product Development system.
2. Open Browse Visualizations.
3. Navigate to the folder where the 3D visualization model is stored.
4. Go to the Details of the 3D model for your location.

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5. Select the Metadata tab and choose Edit.
6. To associate an SAP IBP attribute identifier with a 3D model for your location, enter the two-part
keys on the Metadata screen as follows:

Field Entry Value

Name

Source <SYSTEM_ID>_<CLIENT_ID>

Example:
ZXY_100

Note: Enter value ALL for all systems.

Categor <PLANNING_AREA_NAME>
y
Example:
ZSAPIBP1

Note: Enter value ALL for all planning areas.

Name ATTR

Value LOCID

Field Entry Value

Name

Source <SYSTEM_ID>_<CLIENT_ID>

Example: ZXY_100

Note: Enter value ALL for all systems.

Categor <PLANNING_AREA_NAME>
y
Example:
ZSAPIBP1

Note: Enter value ALL for all planning areas.

Name ATTR_VALUE

Value <Location ID>

Example:

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 Field Entry Value
Name

1010

7. Choose Save.
8. To associate an SAP IBP attribute identifier with a 3D model for your product, repeat the above
steps and enter the two-part keys on the Metadata screen as follows:

Field Entry Value

Name

Source <SYSTEM_ID>_<CLIENT_ID>

Example:
ZXY_100

Note: Enter value ALL for all systems.

Categor <PLANNING_AREA_NAME>
y
Example:
ZSAPIBP1

Note: Enter value ALL for all planning areas.

Name ATTR

Value PRDID

Field Entry Value

Name

Source <SYSTEM_ID>_<CLIENT_ID>

Example: ZXY_100

Note: Enter value ALL for all systems.

Categor <PLANNING_AREA_NAME>
y
Example:
ZSAPIBP1

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 Field Entry Value
Name

Note: Enter value ALL for all planning areas.

Name ATTR_VALUE

Value <Product ID>

Example:
FG126

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3 Evaluate Business Content/Processes

This section provides an overview of where business consultants can obtain information on the
available SAP Best Practices scenarios that we call solution processes.
For SAP Best Practices for SAP Integrated Business Planning, you can check the available solution
processes in the ProcessSAP Signavio Process Navigator:
https://me.sap.com/processnavigator/SolS/EARL_SolS-034
In the Solution Process section, you can find information on which business processes are covered by
the solution processes:
 You can access an individual solution process by choosing its name, for example, IBP for sales and
operations – demand review (2BQ).
 By choosing the Diagrams tab, you can navigate to the process diagram. This diagram provides the
business process representation.
 By choosing the Accelerators tab, you can navigate to the test script. Use this document to
evaluate the solution process in the system.

You can download all accelerators delivered with the SAP Best Practices for SAP Integrated Business
Planning solution scenario:
1. Navigate to https://me.sap.com/processnavigator/SolS/EARL_SolS-034.
2. Choose Version 2408.
3. Choose the Download button at the upper right side of the screen.
The downloaded ZIP file contains the setup instructions that describe crucial parts of the system
configuration of the respective solution processes.

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4 Security Aspects

This section provides an overview of the security-relevant information that applies to the deliverables
of this solution package.

4.1 General Security Guidelines

For security-related information, refer to the application help: Security Guide.

4.2 User Administration and Authentication

Once the tenant setup has been completed by SAP Cloud Operations, the official representative who
signed the SAP Integrated Business Planning contract on behalf of your organization receives an email
containing the URL to access your system and an administration user including an initial password.
User creation and administration tasks can then be performed using Identity and Access Management
(IAM) and comprise the following steps:
1. Create employee records.
2. Create a business user for each employee.
3. Create business roles from the predefined business catalogs that provide access to the apps.
4. Specify the activities and data sets that are available for each business role.
5. Assign the business roles to business users, or the business users to business roles.
6. Create user groups that enable business users to collaborate within the apps.
For further information, refer to the application help: Identity and Access Management.

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5 Deploy Best Practices Solution

You implement SAP Best Practices for SAP Integrated Business Planning manually by following the
setup instructions as outlined in the Prerequisites Matrix.
The following matrix shows which setup instructions must be deployed for which solution process:

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In some cases, no manual implementation of time-series based planning solution processes is required
(see the caution notes below).
You can find all setup instructions in the content library in the SAP Signavio Process Navigator:
1. Navigate to https://me.sap.com/processnavigator/SolS/EARL_SolS-034.
2. Choose Version 2408.
3. Choose the Solution Process tab.
4. Choose the Name of the solution process you want to implement, for example, IBP for sales and
operations – demand review (2BQ).
5. Choose the Related Assets tab.
6. Choose, for example, Setup instructions time-series-based planning.

Is SAP Best Practices for SAP IBP pre-installed in my SAP IBP system?
When SAP IBP Operations provisions a brand-new test tenant (including the SAP IBP starter edition and
partner cloud test & demo tenants), SAP Best Practices for SAP IBP (all time-series-based planning
solution processes) is pre-installed.
Important: The order-based planning solution processes with planning area SAP7F must always be
installed manually by the customer as outlined above.
In some cases, test tenants may be provisioned without SAP Best Practices for SAP IBP. These cases
include:
 A test tenant is copied from another test tenant (for example, test to development).
 Tenants have been migrated from older versions of SAP IBP (for example, IBP release 4.0 or IBP
release 5.0).
 Tenants have been migrated from one data center to another.

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In these cases, all activated planning areas from the source tenant will be copied as is to the target
tenant, so there will be no change to the pre-installed content of the source (if any).
Production tenants do not have SAP Best Practices for SAP IBP pre-installed but are instead delivered
as "blank" tenants.

Is the SAP Best Practices for SAP IBP content updated in my system with each SAP IBP upgrade?
The SAP Best Practices for SAP IBP content pre-installed in or added to your SAP IBP system is not
automatically updated with each SAP IBP release. The SAP Best Practices for SAP IBP content will
remain in the same state as when the tenant was first provisioned or when the content was added. If
you want the SAP Best Practices for SAP IBP content to be updated to the latest version, you need to
manually configure the latest content as outlined in the Prerequisites Matrix.
For further details, refer to the FAQ document.

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6 Appendix: Useful Resources

SAP Best Practices provides preconfigured content and settings to be deployed with existing SAP
applications. For information about SAP Integrated Business Planning installation and usage, refer to
the SAP Help Portal.

Topic Guide/Tool Link

SAP IBP SAP Help Portal http://help.sap.com/ibp

SAP IBP Application Help http://help.sap.com/ibp

Choose Use → Application Help for SAP IBP for

Supply Chain.

SAP IBP Model Configuration Guide http://help.sap.com/ibp

Choose Implement → Model Configuration Guide.

The model configuration guide is designed for

expert business users, consultants, and others who
create, change, or extend a company planning
model. Based on the web user interface that’s used
to configure the planning model, the guide provides
task-based information to help you carry out
common modeling tasks.

For information on SAP S/4HANA, supply chain integration add-on for SAP Integrated Business
Planning, see the SAP Help Portal:

Topic Guide/Tool Link

SAP S/4HANA, supply chain SAP Help Portal https://help.sap.com/viewer/product/

integration add-on for SAP SAP_S_4HANA_SUPPLYCHAIN_INTEGRATION_A
Integrated Business DDON_FOR_SAP_INTEGRATED_BUSINESS_PLAN
Planning NING/1.0/en-US

For information on real-time integration for order-based planning, see the SAP Help Portal:

Topic Guide/Tool Link

Real-Time Integration with SAP Help Portal http://help.sap.com/ibp

SAP ECC or SAP S/4HANA Choose Use → Application Help for SAP IBP for
Supply Chain → Business Applications → Order-
Based Planning → Using Order-Based Planning
with Flexible Master Data → Setting Up and
Refining Plans → Basic Settings → Integrating
Master Data and Transactional Data → Real-

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 Topic Guide/Tool Link

Time Integration

For information on SAP Build Work Zone, advanced edition, see the SAP Help Portal:

Topic Guide/Tool Link

SAP Build Work Zone, SAP Help Portal https://help.sap.com/viewer/product/WZ/

advanced edition Cloud/en-US

SAP Build Work Zone, SAP Help Portal http://help.sap.com/ibp

advanced edition in SAP IBP Choose Use → Application Help for SAP IBP for
Supply Chain → Cross-Application Topics →
Social Collaboration

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www.sap.com/contactsap

© 2024 SAP SE or an SAP affiliate company. All rights

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reliance on these forward-looking statements, which speak
only as of their dates, and they should not be relied upon in
making purchasing decisions.