Dp6 Scm703 Bb Configguide en Xx

BB Installation Guide

EHP3 for SCM 7.0

April 2014August 2000EnglishEnglish

Planners Home Page Configuration(DP6)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBuilding Block Configuration Guide

Copyright 2014 SAP AG or an SAP affiliate company. All rights reserved.

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IconMeaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type StyleDescription

Example textWords or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example textEmphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXTNames of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example textScreen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXTKeys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example textExact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Content51Purpose

52Preparation

52.1General Prerequisites

52.2Role Prerequisites

52.3Technical Prerequisites

63Configuration

63.1Assigning Role to Users

73.2Maintaining Settings for Planners Home page

73.2.1Maintaining Key Performance Indicators (KPIs)

83.2.2Maintaining KPI Profiles

93.2.3Assigning KPI Profiles to Users

93.3Configuring POWL Type

103.4Maintaining POWL Type Role Assignment

103.5Configuring Alert Worklist Type

113.6Personalizing My Objects Content Block

123.7Personalizing Favorite Selections Content Block

133.8Creating Alert Query

133.8.1Creating Alert Query for Central Planner

163.8.2Creating Alert Query for Local Planner

Planner's Home Page Configuration1 Purpose

The purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation.

If you do not want to configure manually and prefer an automated installation process using the tools, refer to the Quick Guide of your rapid-deployment solution that is attached to the SAP Note 1968183.This document supplements the existing Customizing documentation in the Implementation Guide (IMG) and provides additional information where required.

2 Preparation

2.1 General Prerequisites

Before you start installing this scenario, you must also install the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix. You will find this document in the Content Library, attached to the project-specific Step-by-Step Guide in the RDS Business Center.To use planner's home page functions, you must activate the business function SCM-APO, Planner's Home Page (SCM_APO_HOME_PAGE). 2.2 Role Prerequisites

Use

SAP standard role SAP_SCM_PLN_HOME does not contain the link to forecast dashboard, we need to copy it to Y_SAP_SCM_PLN_HOME role and enhance it.

Procedure1. To carry out the activity, choose one of the following navigation options:

SAP SCM menuTools ( Administration ( User Maintenance ( Role Administration (Roles

Transaction codePFCG

2. On the Role Maintenance screen, Input SAP_SCM_PLN_HOME in field Role and choose Copy role. In the dialogue window, keep SAP_SCM_PLN_HOME in field from role unchanged, and input Y_SAP_SCM_PLN_HOME in field to role. Choose Copy all.You will get information message indicating role is copied2.3 Technical Prerequisites

We recommend that you use SAP NetWeaver Business Client 4.0 for Desktop to get the full range of functions of the planner's home page. Please note that NWBC always uses your digital certificate by default to login.For installation of SAP NetWeaver Business Client, choosehttps://service.sap.com/swdc, then choose Support Packages and Patches ( Browse our Download Catalog ( SAP Frontend Components ( Netweaver Business Client ( NWBC NW Business Client 4.0.

Since the SAP Best Practices package uses SAP NetWeaver Business Client version 4.0 do NOT choose a higher release version even if it is available.The connection in NWBC 4.0 needs to be set up after you logon NWBC, in the System Selection screen choose New. Make the following entries:

FieldUser actionComment

NameEnter the connection name, for example, RS2

URLEnter https://:/sap/bc/nwbcCall transaction NWBC in the SAP Easy Access screen, you can then get the host name and port number in your IE browser

TypeChoose Application Server ABAP

ClientEnter your system client number, for example., 086

LanguageEnter EN

3 Configuration

The following section describes the complete settings for this building block. These settings can be divided into three main groups:

Prerequisite settings that have to be checked and which were delivered by SAP (as part of the standard delivery)

The term Check refers to these prerequisite settings.

Settings defined by the customer (in the customer namespace and customer-specific):

The system uses automation to request individual customer settings during the personalization process. These settings can be initial or reused from existing SAPERP layers and are indicated in the text by .

Additional settings that need to be made, covered either by automation or manual configuration (in the customer namespace)

The term Create refers to these additional settings in the text.The planner's home page is delivered with the necessary configuration settings and business content so that you can start using it without having to make changes to the Web Dynpro configuration. However, specific requirements might be necessary to make configuration changes. Here we mention how to make such changes, mainly focus on personalization.

3.1 Assigning Role to UsersUse

To use planner homepage, the role created in the previous step needs to be assigned to the user.

Procedure1. Access the activity using one of the following navigation options:

SAP SCM menuTools ( Administration ( User Maintenance ( Users

Transaction codeSU01

2. In the User field, enter YR_CENTRAL. 3. Choose Change.4. Choose tab page Roles.5. Select role SAP_SCM_PLN_HOME and choose Delete.6. Add role Y_SAP_SCM_PLN_HOME and choose Save.7. Repeat step 1 to 5 for the following users.User

YR_LOCAL_AME

YR_LOCAL_EU

YR_LOCAL_APJ

3.2 Maintaining Settings for Planners Home page 3.2.1 Maintaining Key Performance Indicators (KPIs)Use

In this Customizing activity, you can define, configure, and personalize key performance indicators (KPIs) for system objects assigned to specific supply chain planners.Procedure 1. Access the transaction using one of the following navigation options:Transaction codeSPRO

SAP SCM IMG menuAdvanced Planning and Optimization( Supply Chain Planning ( Settings for the Planner's Home Page ( My Objects (Maintain Key Performance Indicators (KPIs)

2. In dialog structure area, choose KPI Definition for DP.3. Choose New Entries.4. On the New Entries: Details of Added Entries screen, make the following entriesFieldUser actionComment

KPI IDYR_01

User-Defined

KPI NameLast 12 month sales graph

KPI DescriptionLast 12 months sales with graphic

FormattingSparkline - Column Chart

Planning BookYR_DP_10_MASSJOB

Data ViewYR_11_DATAPREP

Key FigureYR_D_Q_01

Calc. MethodBucket value

Year-to-Date KPI

Offset-12

Horizon12

5. Choose Save.6. Choose Back.7. Repeat step 3 to 6 with the following dataKPI IDUser-DefinedKPI nameKPI DescriptionFormattingPlanning BkData viewKey FigureCalculate methodOffset Horizon

YR_02Last 12 months salesLast 12 months salesQuantity with unitYR_DP_10_MASSJOBYR_11_DATAPREPYR_D_Q_01SUM value-1212



YR_052nd last month forecast2nd last month forecastQuantity with unitYR_DP_10_MASSJOBYR_13_MACROYR_D_Q_12Bucket value-21

YR_062nd last month sales2nd last month salesQuantity with unitYR_DP_10_MASSJOBYR_11_DATAPREPYR_D_Q_01Bucket value-21

YR_07Last month forecastLast month forecastQuantity with unitYR_DP_10_MASSJOBYR_13_MACROYR_D_Q_12Bucket value-11

YR_08Last month salesLast month salesQuantity with unitYR_DP_10_MASSJOBYR_11_DATAPREPYR_D_Q_01Bucket value-11

8. Choose Save.3.2.2 Maintaining KPI ProfilesUse

In this Customizing activity, you create and maintain key performance indicator (KPI) profiles. A KPI profile is a grouping of KPIs that can be assigned to users or roles.

Procedure 1. Access the transaction using one of the following navigation options:Transaction codeSPRO

SAP SCM IMG menuAdvanced Planning and Optimization( Supply Chain Planning ( Settings for the Planner's Home Page( My Objects (Maintain KPI Profiles

2. Choose New Entries.3. Make the following entries:FieldUser actionComment

KPI Profile IDYR_PROF

KPI Prof. DescrnKPI Profile for Demand Planning

4. Choose Save.5. Choose Back.6. Choose the created entry and double click on Maintain KPIs in KPI Profiles in the Dialog Structure area.7. Select tab page CVC. Select the KPI ID from YR_01 to YR_08 and move them to the selected KPIs area.8. Choose Save.3.2.3 Assigning KPI Profiles to Users Use

In this Customizing activity, you assign KPI profiles to users. Each KPI profile can be assigned to any user.

Procedure 1. Access the transaction using one of the following navigation options:Transaction codeSPRO

SAP SCM IMG menuAdvanced Planning and Optimization( Supply Chain Planning ( Settings for the Planner's Home Page( My Objects (Assign KPI Profiles to Users or Roles

2. Choose KPI Profile User Assignment in the Dialog Structure area.3. Switch to Change mode.4. Choose New Entries.5. Make the following entries:UserKPI Profile ID

YR_CENTRALYR_PROF

YR_LOCAL_AMEYR_PROF

YR_LOCAL_EUYR_PROF

YR_LOCAL_APJYR_PROF

6. Choose Save.7. Choose Back.3.3 Configuring POWL Type

Use

A new POWL type has to be created which will later be assigned to a newly created alert worklist type.Procedure 1. Access the transaction using one of the following navigation options:

Transaction codePOWL_TYPE

2. Choose Enter to confirm the message Caution: The table is cross-client.3. Choose New Entries and make the following entries:FieldUser actionComment

POWL Type IDYR_DP_ALERT

DescriptionDemand Planning Alert

Feeder class/SAPAPO/CL_AMOWL_POWL

4. Choose Save.3.4 Maintaining POWL Type Role Assignment

Use

POWL Type is assigned to application.

Procedure 1. Access the transaction using one of the following navigation options:

Transaction codePOWL_TYPER

2. Choose Enter to confirm the message Caution: The table is cross-client.3. Choose New Entries and make the following entries:FieldUser actionComment

Application/SAPAPO/AMOWL

POWL Type IDYR_DP_ALERT

4. Choose Save.3.5 Configuring Alert Worklist Type

Use

In this step you copy the standard alert worklist type and open fields planning book and data view in selection criteria. Procedure 1. Access the transaction using one of the following navigation options:

Transaction codeSPRO

SAP SCM IMG menuSCM Basis ( Alert Monitor ( Configure Alert Worklist Types

2. Select the standard alert worklist type /SAPAPO/AMOWL_SDP and choose Copy As...3. On the next screen, make the following entries:FieldUser actionComment

Alert Worklist TypeYR_DP_ALERT_WORKLIST

Alert Worklist Type DescriptionDemand Planning Alert Worklist

4. Choose Enter and choose copy all on the dialog box Specify object to be copied. 5. Choose Enter to confirm information about number of dependent entries copied. 6. Mark the newly created alert worklist type and double click on the Alert Worklist Type Fields in the dialog structure area. 7. For alert worklist type fields DVIEW and MVIEW , remove the flag in column Hide Field. 8. Choose Save. 9. Double click on the Assignment to POWL Query Type in the dialog structure area.10. Choose New Entries.11. Make the following entries:FieldUser actionComment

POWL Type ID YR_DP_ALERT

Alert Worklist TypeYR_DP_ALERT_WORKLIST

12. Choose Save.3.6 Personalizing My Objects Content BlockUse

In this activity, you personalize the My Objects content block to get an overview of location products or that you are interested in, based on the assigned KPI-s that were previously defined in the KPI customizing.Procedure 1. Logon SAP Netweaver Business Client with central planner user YR_CENTRAL and password initial.2. For first time logon, it is required to change the password. Change the password to welcome.

If the Single Sign on is active, you may not receive the logon screen but logon directly with your own user ID. In this case, make the following settings in your IE browser.a. In IE browser, choose Tool ( Internet Options , choose tab page Security.

b. Choose button Customer Level

c. For option Dont prompt for client certificate selection where only one certificate exists, choose option Disable.d. Choose OK.e. Choose Apply .

f. Choose OK.g. Access the activity using the following navigation path:

Navigation PathAPO Planners Home Page ( Overview ( Home Page

3. In My Objects content block, choose the Demand Planning tab page, choose button Personalize on the top right hand corner.4. On the Personalization screen, make the following entries:FieldUser actionComment

Overall Alert ProfileYR_OV_CENT_F

5. Choose button Specify Planning Book and Characteristics 6. On the Specify Characteristics screen, make the following entries:FieldUser actionComment

Planning BookYR_DP_10_MASSJOB

7. Choose button Add Characteristic, for Characteristic 1 , choose location characteristic YR_C_LOC8. Choose button Add Characteristic, for Characteristic 2, choose product characteristic YR_C_PROD.9. Choose button OK.10. If there is message Objects and KPI personalization will be reset. Do you want to continue? Choose OK to confirm.11. Choose button OK.12. Choose button Refresh.13. Choose button Personalize on the top right hand corner.14. Select the tab page KPIs. All the KPIs which were defined in the previous step are listed in Available KPIs. Select all the KPIs and choose button Add to move them to the Displayed KPIs area.15. Choose button OK.16. Choose button Personalize on the top right hand corner.17. Choose Objects tab page.18. Choose button Load from selection.19. Choose selection YR_DP_CENTRAL_ALL and choose OK.20. Choose OK. 21. The KPI results can be found for the selected location and product. 22. Repeat step 1 to 20 for local planners with the following data:User for local plannerOverall Alert ProfilePlanning BookSelection

YR_LOCAL_AMEYR_OV_LAMEYR_DP_10_MASSJOBYR_DP_LOC_AME

YR_LOCAL_EUYR_OV_LEUYR_DP_10_MASSJOBYR_DP_LOC_EU

YR_LOCAL_APJYR_OV_LAPJYR_DP_10_MASSJOBYR_DP_LOC_APJ

3.7 Personalizing Favorite Selections Content BlockUse

The planner's home page offers the possibility of accessing your most frequently used selections in Demand Planning (DP), Supply Network Planning (SNP), and Production Planning and Detailed Scheduling (PP/DS) from one location.Prerequisites

The selection profiles have been created. Procedure1. Logon SAP Netweaver Business Client with central planner user YR_CENTRAL 2. Access the activity using the following navigation path:

Navigation PathAPO Planners Home Page ( Overview ( Home Page

3. In Favorite Selection content block, choose Edit Favorite Selections from the Favorite Selection: Menu button on the top right hand corner.4. On the dialog box Edit Favorite Selections screen, choose the Demand Planning tab page, make the following entry:Planning BookData ViewSelection Description

YR_DP_20_CENTRALYR_22_FCREVYR_DP_CENTRAL_ALL

If the corresponding selection profile in the search help in field Selection Description cannot be found, you can manually enter the selection profile name.5. Choose OK.6. The selection profile is added in the Favorite Selections content block.7. You can test the selection by choose the selection profile name. 8. In Favorite Selection content block, choose Edit Favorite Selections from the Favorite Selection: Menu button on the top right hand corner.9. On the dialog box Edit Favorite Selections screen, choose the Demand Planning tab page, make the following entry:Planning BookData ViewSelection Description

YR_DP_20_CENTRALYR_21_HSADJYR_DP_CENTRAL_ALL

If the corresponding selection profile in the search help in field Selection Description cannot be found, you can manually enter the selection profile name.10. The selection profile is added in the Favorite Selections content block.11. You can test the selection by choose the selection profile name. 12. Repeat step 1 to 6 with the following data to maintain the favorite selection for local planners.User for local plannerPlanning BookData ViewSelection Description

YR_LOCAL_AMEYR_DP_30_LOCALYR_31_LOCADJYR_DP_LOC_AME

YR_LOCAL_EUYR_DP_30_LOCALYR_31_LOCADJYR_DP_LOC_EU

YR_LOCAL_APJYR_DP_30_LOCALYR_31_LOCADJYR_DP_LOC_APJ

3.8 Creating Alert Query Use

The planner's home page provides you with the possibility of monitoring the alerts that are relevant for your daily work, and navigating to the applications where the alerts originated from. TheAlert Overviewcontent block lists the alerts grouped according to categories. This allows you to get an overview of the current alert situation.Prerequisites

The Alert Profiles have been maintained.

3.8.1 Creating Alert Query for Central PlannerProcedure

1. Logon SAP Netweaver Business Client with central planner user YR_CENTRAL 2. Access the activity using the following navigation path:

Navigation PathAPO Planners Home Page ( Alert Worklist

3. Choose Define New Query. 4. You are on the Define New Query screen.

5. On the step 1 Selection Object Type, select Demand Planning Alert Object Type. Choose Next.

6. On the step 2 Maintain Criteria, make the following entries:

Field nameUser action and valueComment

Profile IDChoose YR_OV_CENT_H

Alert Object TypeChoose 4000SDP database macro alerts

ErrorSelected

WarningSelected

InformationDo not select

Planning BookYR_DP_20_Central

Data ViewYR_21_HSADJ

LocationEnter the selection criteria

Product NumberEnter the selection criteria

7. Choose Next.

8. On the step 3 Finish, enter the Query Description, for example, Historical Sales Adjustment9. Check the checkbox Activate Query.

10. Choose Create New Category, and enter the new category name, for example Macro Alerts.11. Choose Finish.

Query Historical Sales Adjustment has been created.

12. Choose Open Settings Dialog button on the top right hand corner of the query list.13. On the Settings screen, remove the following fields from displayed column to hidden column. Select the field and choose Remove.Field name

Default Appl.

Processing Level

14. Choose Save as15. On the Save View as screen, enter the description for example. Historical Sales Adjustment View16. Mark the check box Initial View.17. Choose OK.18. On the Settings screen, choose OK.

Default Query layout Historical Sales Adjustment View has been created.19. Choose Define New Query.20. On the step 1 Selection Object Type, select Demand Planning Alert Object Type. Choose Macro Alerts-Historical Sales Adjustment in field Select Existing Query as Template. Choose Next.



Profile IDChoose YR_OV_CENT_F


ErrorSelected

WarningSelected

InformationDo Not Select

Planning BookYR_DP_20_CENTRAL

Data ViewYR_22_FCREV



22. Choose Next.

23. On the step 3 Finish, enter the Query Description, for example, Forecast Review.24. Check the checkbox Activate Query.

25. Choose Macro Alerts in field Select Category.26. Choose Finish.

Query Forecast Review has been created.27. Choose Open Settings Dialog button on the top right hand corner of the query list.28. On the Settings screen, remove the following fields from displayed column to hidden column. Select the field and choose Remove.Field name

Default Appl.

Processing Level

29. Choose Save as30. On the Save View as screen, enter the description for example. Forecast Review View31. Choose OK.32. On the Settings screen, choose OK.

Query layout Forecast Review View has been created.

33. Choose Define New Query.34. On the step 1 Selection Object Type, select Demand Planning Alert Object Type. Choose Macro Alerts-Forecast Review in field Select Existing Query as Template. Choose Next.





ErrorDo not select

WarningDo not select

InformationSelected

Planning Book

Data View



36. Choose Next.

37. On the step 3 Finish, enter the Query Description, for example, Planning Status.38. Check the checkbox Activate Query.

39. Choose Macro Alerts in the field Select Category.40. Choose Finish.

Query Planning Status has been created.41. Choose Open Settings Dialog button on the top right hand corner of the query list.

42. On the Settings screen, remove all the fields except Priority and Description from displayed column to hidden column. Select the field and choose Remove.

43. Choose Save as

44. On the Save View as screen, enter the description for example. Planning Status View45. Choose OK.

46. On the Settings screen, choose OK.

Query layout Planning Status View has been created.47. Choose Define New Query.

48. On the step 1 Selection Object Type, select Demand Planning Alert Object Type. Choose Macro Alerts-Planning Status in field Select Existing Query as Template. Choose Next.





ErrorSelected

WarningSelected


Planning Book

Data View



50. Choose Next.

51. On the step 3 Finish, enter the Query Description, for example, Forecast Alerts.52. Check the checkbox Activate Query.

53. Choose Create New Category, and enter the new category name, for example Forecast Alerts.54. Choose Finish.

Query Forecast Alerts has been created.55. Choose Open Settings Dialog button on the top right hand corner of the query list.

56. On the Settings screen, remove the following fields from displayed column to hidden column. Select the field and choose Remove.

Field name

Default Appl.

Processing Level

57. Choose Save as

58. On the Save View as screen, enter the description for example. Forecast Alerts View59. Choose OK.

60. On the Settings screen, choose OK.

Query layout Forecast Alerts View has been created.61. In the following step, you define the default alert query when accessing the Alert Worklist. Choose button Personalize.

62. On the Personalize Worklists Page screen, for alert query Planning Status, mark indicator Set Default Query and choose refresh type On Every Page Visit.

63. Choose Apply. 3.8.2 Creating Alert Query for Local Planner

Procedure

1. Logon SAP Netweaver Business Client with central planner user YR_LOCAL_AME 2. Access the activity using the following navigation path:

Navigation PathAPO Planners Home Page ( Alert Worklist

3. Choose Define New Query.

4. You are on the Define New Query screen.

5. On the step 1 Selection Object Type, select Demand Planning Alert Object Type. Choose Next.



Profile IDChoose YR_OV_LAME


ErrorSelected

WarningSelected


Planning BookYR_DP_30_LOCAL

Data ViewYR_31_LOCADJ



7. Choose Next.

8. On the step 3 Finish, enter the Query Description, for example, Forecast Adjustment.9. Check the checkbox Activate Query.

10. Choose Create New Category, and enter the new category name, for example., Macro Alerts.11. Choose Finish.

Query Forecast Adjustment has been created.

12. Choose Open Settings Dialog button on the top right hand corner of the query list.13. On the Settings screen, remove the following fields from displayed column to hidden column. Select the field and choose Remove.Field name

Default Appl.

Processing Level

14. Choose Save as15. On the Save View as screen, enter the description for example. Forecast Adjustment View16. Mark the check box Initial View.17. Choose OK.18. On the Settings screen, choose OK.

Default Query layout Forecast Adjustment View has been created.

19. Choose Define New Query.20. On the step 1 Selection Object Type, select Demand Planning Alert Object Type. Choose Macro Alerts-Forecast Adjustment in field Select Existing Query as Template. Choose Next.



Alert Profile IDChoose YR_OV_LAME


ErrorDo not select

WarningDo not select

InformationSelected

Planning Book

Data View



22. Choose Next.

23. On the step 3 Finish, enter the Query Description, for example, Planning Status.24. Check the checkbox Activate Query.

25. Choose Macro Alerts in field Select Category.26. Choose Finish.

Query Planning Status has been created.

27. Choose Open Settings Dialog button on the top right hand corner of the query list.28. On the Settings screen, remove all the fields except Priority and Description from displayed column to hidden column. Select the field and choose Remove.29. Choose Save as30. On the Save View as screen, enter the description for example. Planning Status View31. Choose OK.32. On the Settings screen, choose OK.

Query layout Planning Status View has been created.

33. In the following step, you define the default alert query when accessing the Alert Worklist. Choose button Personalize.34. On the Personalize Worklists Page screen, for alert query Planning Status, mark indicator Set Default Query and choose refresh type On Every Page Visit.35. Choose Apply. 36. Repeat the step from 1 to 36 with the following dataLocal Planner UserAlert Profile ID

YR_LOCAL_EUYR_OV_LEU

YR_LOCAL_APJYR_OV_LAPJ

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Dp6 Scm703 Bb Configguide en Xx