ArganoSCM02 - FGF

Forecast Error Test Script

Table of Contents
1. Purpose
2. Prerequisites
2.1 System Access
2.2 Master Data, Organizational Data, and Other Data
2.3 Business Conditions
2.4 Preliminary Steps
2.4.1 Upload Historical Values for Snapshot Key Figures (Optional)
2.4.2 Run Forecast Error Calculation for Past 12 Months (Optional)
3. Overview Table
4. Test Procedures
4.1 Analyze Forecast Errors
5. Appendix
5.1 Process Integration
5.1.1 Preceding Processes
1. Purpose
You can use the Manage Forecast Error Calculations app to set up calculations for forecast error measures. You can use the
As a sales and operations (S&OP) coordinator, you can use this information to monitor your company's S&OP performance:
· Compare different forecast key figures to track the forecast value-add. For S&OP performance, you can check forecas
· Find areas where forecasting accuracy needs to be improved.
· Calculate forecast accuracy at product-location-customer level.
· Define appropriate forecast accuracy goals for various types of products, for example, products with least volatile dem

This document provides a detailed procedure for testing the IBP for sales and operations – forecast error calculation and ana
activation, reflecting the predefined scope of the solution. Each process step, report, or item is covered in its own section, pr
steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly. Project-
asures. You can use the results of the calculations to gain insight into the forecasting accuracy.
y's S&OP performance:
e, you can check forecast error for consensus demand and final consensus demand.

cts with least volatile demand or highest sales.

error calculation and analysis (2C4) scope item after solution

red in its own section, providing the system interactions (test
ked accordingly. Project-specific steps must be added.
2. Prerequisites
This section summarizes all
prerequisites to conduct the test in
terms of application licenses, systems,
users, master data, organizational data,
other test data, and business
conditions.

2.1 System Access

System Details
https://
SAP Integrated Business Planning web
my307052.scmibp1.ondemand
user interface
.com/
Connection Name: FGFUPAPRD
Server URL:
SAP Integrated Business Planning, add-
https://my307052.scmibp1.ond
in for Microsoft Excel
emand.com/
Planning Area: FGFUPAPRD

2.2
wereMaster
createdData, Organizational
in your system duringData, and Other
activation. Data
The organizational
structure reflects the structure of your company. The master data
represents products,
master customers,
and vendors, for procedure.
example, depending
Use your own data to go through the test If you've installed an SAP Best Practices baseline package, you
Data Sample Value Details
<Planning Area> FGFUPAPRD
<Target UoM> XX

2.3 Business Conditions

Before this scope item can be tested, the following business conditions must be met:
Scope Item ID Business Condition
At the end of the S&OP cycle, you
2BW - IBP for sales and operations – management business review can run the forecast error
calculation.

2.4 Preliminary Steps

2.4.1 Upload Historical Values for Snapshot Key Figures (Optional)
Use
In this preliminary step, you upload historical data for the snapshot key figures (in addition to other similar key figures used
Caution
If you have already uploaded historical values for snapshot key figures for Integrated Business Planning for demand –

Procedure

Test Step # Test Step Name Instruction

Open the Data Integration Jobs

Open the Data Integration Jobs app by choosing the
1.
app corresponding tile on the SAP Fiori
launchpad.
2. New Import Job Choose Add.
 On the New Import Job screen,
enter the following data:
Example
Data Type: Select Key Figures
via the value help icon.
Planning Area: Select <Your
Planning Area> (for example,
FGFUPAPRD) to select the
target for the data upload.
Version: Baseline (Baseline)
is preselected.
Time Profile Level: Leave
blank.
File: Choose Browse to select
the MTHPRODLOCCUSTLAG.csv
3. Maintain Job Parameters file for upload.
Separator: Semicolon;
Note
You can check the
separator character in the
CSV file, for example, by
opening the file in
Notepad++. Select the
corresponding separator in
the import job.
Operation Type: Select
Insert/Update via the value
help icon.
Job Name: HISTORICAL
SNAPSHOT DATA
Choose Save to load the data into
4. Save
the system.

Choose the Refresh icon at the top

of the page to view the latest
5. Refresh
status for all or a filtered subset of
the submitted data upload jobs.

Result
You've uploaded the initial historical values for snapshot key figures.

2.4.2 Run Forecast Error Calculation for Past 12 Months (Optional)

Use
In this preliminary step, you carry out the initial calculation for the forecast error, based on sample data uploaded in the pre
Procedure

Test Step # Test Step Name

1. Log on to SAP Integrated Business Planning

2. Open Application Jobs App

3. Create Job

4. Enter Parameters

5. Schedule Job
6. Check Job Status
tices baseline package, you can use the following baseline package sample data:
Comments

her similar key figures used in the Integrated Business Planning for demand process).

iness Planning for demand – demand planning (11V), this step is not necessary and must be skipped.

Pass / Fail
Expected Result /
Comment

The Data Integration screen is displayed.

The New Import Job screen is displayed.

 All key figures contained in the file are submitted for upload to the
Integrated Business Planning system.
Key figures are updated with the uploaded values.
A report is generated and listed in the data load status. Successful
data upload is indicated via a green light.

ple data uploaded in the previous step.

Pass / Fail
Expected
Instruction /
Result
Comment
 The SAP
Fiori
launchpa
d as the
access
point to
all web-
based
applicatio
Log on to the SAP Integrated Business Planning web user interface. ns for SAP
Integrate
d
Business
Planning
is
displayed.
Apps are
displayed
as tiles.
Open the Application Jobs app by choosing the corresponding tile.
The New
Job
Choose Create.
screen is
displayed.

The New Job screen is designed as a guided procedure that comprises

several main sections. You can sequentially navigate through the
individual sections by filling in the required data and then choosing
Step x where x is the number of the next step.
Enter the following data:
Example
Template Selection
Job Template: Forecast Error Calculation Operator
Job Name: Enter a name or leave the default one (Forecast Error
Calculation Operator)
Scheduling Options
Start Immediately: Select the checkbox
Parameters
Planning Area: Your current planning area
Profile: SOP_Forecast_Error
Version ID: Base Version
Calculate Trend Curve: Select the checkbox
Number of Periods: 12
Choose Schedule.
Choose Go to refresh the job status until the status is set to Finished.
3. Overview Table
The IBP for sales and operations – forecast error calculation and analysis scope item consists of the following process steps:

Process Step, Report or Item

Run Forecast Error Calculation

Analyze Forecast Errors

lowing process steps:

SAP Work
Zone is
Business Role App/Transaction Expected Results
used
(Y/N)
Consensus Demand Plan
SAP Integrated Business Quantity and Consensus
Planning web user Demand Final are copied to
S&OP Coordinator
interface snapshot key figures with N
(IBP)
lag 1 and lag 3. Forecast
error and bias are
Application Jobs app
calculated.
SAP Integrated Business
Planning web user
interface The charts in the Sales and
S&OP Coordinator
Operations Forecast Error N
(IBP)
Sales and Operations dashboard are displayed.
Forecast Error dashboard
4. Test Procedures
This section describes test procedures for each process step that belongs to this scope item. The test should take around 24

4.1 Analyze Forecast Errors

Test Administration
Customer project: Fill in the project-specific parts.
Test Case
<X.XX> Tester Name
ID
Business
S&OP Coordinator (IBP)
Roles
Responsibi
FGF and SCMO2
lity

Procedure
Test Step
Test Step Name Instruction
#

Log on to SAP Integrated Business Log on to the SAP Integrated Business Planning web
1.
Planning web user interface user interface as S&OP Coordinator (IBP).

Open the Dashboards Advanced app by choosing the

2. Open the Dashboards Advanced app
corresponding tile on the launchpad.
Select the Sales and Operations Forecast
3. Select the FGF S&OP Process - PRD dashboard.
Error dashboard

4 Go to Forecast Error Analytics Review the forecast error for the past periods/weeks

5 Choose Home Choose Home.

Alternate Procedure - Using the planning view template in Excel

Test Step
Test Step Name Instruction
#

Log on to SAP Integrated Business Log on to the SAP Integrated Business Planning, add-
1.
Planning, add-in for Microsoft Excel in for Microsoft Excel.

On SAP IBP tab, in Planning View group, On the SAP IBP tab, in the Planning View group,
2.
choose Favorites choose the Favorites dropdown list.
From the Favorites dropdown list, select FGF 210
3. Choose DP 120 Statistical Forecast
Forecast Error
In Planning View group, choose Filter → In the Planning View group, choose Ad hoc Filter →
4.
Edit Edit.
On the Filter subscreen, make the following entries:
Example
On Filter subscreen, make entries for
5. PH Lev 3: Muffins
product and customeer group

8. Choose OK Choose OK.

Review the forecast error in the key-figure Forecast

9. Review forecast Error Accuracy weeks(Invoiced actuals only) and Forecast
Error(Including Lost Sales)
 Review the forecast error in the key-figure Forecast
9. Review forecast Error Accuracy weeks(Invoiced actuals only) and Forecast
Error(Including Lost Sales)

10 Close planning view Close the planning view.

test should take around 240 min.

Testing Date Click here to enter a date.

Duration 2 min

Pass / Fail /
Expected Result
Comment
The SAP Fiori launchpad as the access point to all
web-based applications for SAP Integrated
Business Planning is displayed. Apps are
displayed as tiles.
The Dashboard List screen is displayed.

The FGF S&OP Process - PRD dashboard is

displayed.

Forecast Error was reviewed

The SAP Fiori launchpad is displayed.

Pass / Fail /
Expected Result
Comment

The SAP IBP tab is displayed in Microsoft Excel

with the active ribbon.

The FGF 210 Forecast Error planning view is

displayed in the dropdown list.
The FGF 210 Forecast Error planning view is
loaded.
The Edit Planning View dialog box appears.

The planning view is restricted by the filter.

Forecast Accuracy was reviewed
Forecast accuracy numbers signify the
comparison between forecast vs actuals qty. e.g.
200% means that actuals qty was 200% of the
forecast
4.1 Analyze Forecast Errors

1.

2.

3.
4.

Alternate Procedure - Using the planning view template in Excel

1.

3.
5.

9.
5. Appendix
5.1 Process Integration
The process to be tested in this test script is part of a chain of integrated processes.

5.1.1 Preceding Processes

You may first have completed the following processes and conditions before you start with the test steps:
Process

IBP for sales and operations – management business review

art with the test steps:
Business Condition
At the end of the S&OP cycle, you can run the forecast error
calculation.