SAP Integrated Business Planning For Supply Chain: Order-Based Planning Process

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4/19/2022

SAP Integrated Business Planning for Supply Chain


Generated on: 2022-04-19 03:53:29 GMT+0000

SAP Integrated Business Planning for Supply Chain | 2202

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Original content: https://help.sap.com/docs/SAP_INTEGRATED_BUSINESS_PLANNING/feae3cea3cc549aaa9d9de7d363a83e6?locale=en-


US&state=PRODUCTION&version=2202

Warning
This document has been generated from the SAP Help Portal and is an incomplete version of the official SAP product documentation. The information included in
custom documentation may not reflect the arrangement of topics in the SAP Help Portal, and may be missing important aspects and/or correlations to other topics.
For this reason, it is not for productive use.

For more information, please visit the https://help.sap.com/docs/disclaimer.

Order-Based Planning
Order-based planning (OBP) helps you to create a supply plan using operational data and react to short-term changes.

This approach enables supply planning from an operational perspective: It uses detailed data from external systems, and takes into account, for example, planned
orders, production orders, sales orders, and purchase orders. Compared to the time-series-based planning functions of SAP Integrated Business Planning for
Supply Chain (SAP IBP), the order-based approach takes a shorter-term view.

You can use the resulting supply plan, for example, to adapt your stock levels as required, and to quickly respond to changes that might arise at short notice.

Note

Since the planning runs and the apps for order-based planning consider all dependencies within the supply chain, they do not take any permission filters into
account.

Order-based planning supports make-to-stock production strategies. This means that sales orders for location products to which strategy group 10 or 40 is
assigned in SAP ERP or SAP S/4HANA can be adequately planned, while sales orders for location products to which make-to-order production strategies
are assigned can’t. The latter are therefore not integrated to SAP IBP.

Order-Based Planning Process


With the order-based planning functions, you can take care of the entire planning process as follows:

Setting Up and Refining Plans

This includes the following functions:

The basic settings required to configure order-based planning, including the integration with exernal systems. For more information, see Basic Settings.
Note

As of release 2111, OBP planning areas can be set up based on two configuration models. If you want to get familiar with the basic settings adapted to the
newer configuration model, which is based on flexible master data, see Basic Settings. For more information about the available planning area configuration
models, see Selecting Your Master Data Configuration Model.

The core functions of order-based planning come with the different OBP planning runs. You run them in different phases of the planning process. For more
information, see OBP Planning Runs.

Functions to review and refine plans that are shared by the different planning processes. For more information, see Reviewing and Refining Plans.

Planning Processes

The following planning processes are supported by order-based planning:

With demand-driven replenishment, you can generate supply elements as part of the DDMRP process in SAP IBP. For more information, see Demand-
Driven Replenishment.

You can create a supply and allocations plan and react to suppy and demand changes in response management. For more information, see Response
Management.

You can do detailed planning and scheduling in an SAP S/4HANA system that is connected to your SAP IBP system with production planning integration.
For more information, see Production Planning Integration.

You can distribute available supply to demand with deployment planning. For more information, see Deployment Planning.

The following graphic depicts this process. It is interactive. Hover over each area for a description. Click highlighted areas for more information.

This is custom documentation. For more information, please visit the SAP Help Portal 1
4/19/2022

Selecting Your Master Data Configuration Model


To set up order-based planning (OBP) for SAP Integrated Business Planning for Supply Chain (SAP IBP), you first need to configure an OBP planning area. As a
part of the process, you must create a master data model, and specify important attributes like key figures and time periods.

The master data model you select greatly influences what the next steps of your configuration will be. Therefore, the documentation we provide is structured
according to this model choice.

As of release 2111 you can select between a model based on external master data and one based on flexible master data. But no matter which configuration model
you choose, OBP planning runs and applications offer mostly the same features and benefits.

High Level Comparison Between Configuration Models


Model Based on External Master Data Model Based on Flexible Master Data
Master data stored externally is integrated into the OBP Master Data Store, a Master data is integrated and stored in master data types (which are stored in
repository for the static OBP master data tables. SAP IBP), and then synchronized with the OBP Master Data Store.
Works only with external master data types, which are configured using external Works based on simple and compound master data types that you can configure
data sources. flexibly. To use the master data types for OBP, they have to comply with OBP
business model requirements.
Uses a predefined set of master data types and attributes, which cannot be Allows you to extend your master data configuration with custom elements.
extended.
Planning areas are only used to expose OBP data toward SAP IBP through OBP applications run based on a planning area, similarly to all other SAP IBP
external master data types. Order-based planning can run stand-alone (without a applications. They read a synchronized copy of the master data integrated and/or
planning area). maintained in SAP IBP.

To understand how to configure OBP based on external master data, you can find a detailed documentation at Setting Up Order-Based Planning Based on External
Master Data.

To familiarize yourself with OBP based on flexible master data, which has been new in release 2111 of SAP IBP, start by reading Getting Started Using Order-
Based Planning with Flexible Master Data and Prerequisites to Start Using Order-Based Planning with Flexible Master Data.

This is custom documentation. For more information, please visit the SAP Help Portal 2

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