Planning and forecast

Hello All ,
I am looking for planning functionality of CRM
My requirements are:
Allow to sales man insert forecast for year including products, quantity, and customer per every month.
This data should be used for planning later.
Some ideas?
Thank you very much ,
Rika
P.S. We are implementing now SAP CRM 2006 .

Hi Rika,
i specifically do not know which module will be used for the planning functionality in crm for your requirement but what you can do is using BI and using keyfigure planning you can prepare the planning functioanlity and in your landscape when there is integration between BI and CRM it can be used to plan the forecast also.
We have done for CRM5.0 with BI and we done the KPI for the sales team to make sales forecast for the period month,quarter, halfyearly and yearly based on 5 measures like geography,product,sales rep etc. when the actual sale is done then it is taken from the CRM to make the plan vas actual forecast.
It was totally a custom development that we have done.
Thanks and if helpful reward points
Srini

Similar Messages

Setup of reorder point planning and forecasts

Can someone please tell me the setup steps of reorder point planning and forecast sets..
I hav seen the documentation but am complete lost
Need ur help!
Emm

Hi Emm,
1. Create an item for which the inventory planning method should be reorder point planning along with that provide the minmum order quantity & maximu ordered quantity and the Source type should be supplier.
2. Navigate to > planning > forecasts > Sets: to define the Forecast Quantity. ( First Forecast Set, then Forecast Line, then Forecast Items > inside this define the forecast quantity.
3. Define the safety stock by navigating to Planning > Safety Stocks .
4. Then submit the reorder point planning with parameters as restock – yes and name of your forecast.
Regards,
Jyoti

SAP ERP - Demand Planning and Forecasting

Dear all,
my customer is a wholesale company. They want to use a component in SAP ERP (not SAP APO), in order to make demanding planning and forecasting for the materials , quantities and dates they should make the purchases in order to cover the demand of their customers. What is the component that should be used in order to achieve this?

MRP can be used without production planning. SOP and Demand Management are not Production.
Nevetheless, if you want a simpler planning cycle, provided that you understand its ads and cons, you could go for Consumption Based Planning MRP.
See this link for details:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/7d/c2821c454011d182b40000e829fbfe/frameset.htm
Mario

Spare parts Demand Planning and Forecasting SCM

Hi ,
I am APO DP consultant can any body help me on questions on AS-IS and To-Be analysis Of Spare Parts Demand Planning and forecasting in SAP SCM.
If You have any Documents or links or nay information on these please give replay.
Ram

Dear Ram..
SPP is purely base on BOD (Bill of Distribution)..
following are the points u can cover in AS is TOBE..
1. On what Level (Chs) the Client performing Spare Parts Planning?nd how u want to disagreegate on lowest level ie.Hierarchy Level?
Ex. from Region..to Branch..to ..Customer..
2. Have u configured Spare Parts in R/3?
3. What is the Pattern of Sales History?Seasonal/Trend/Constant etc?
4. u can ask questions on Deployment...Inventory?
5. What is the Lead Time for Procurement?Distribution?Transportation?
for more details...
http://help.sap.com/saphelp_scm50/helpdata/en/a3/7ed240caeb752ae10000000a155106/frameset.htm
Rajesh Patil
SPINNOVATION

Difference :Automatic Reorder Point Planning and Forecast based palning ?

Dear MM Guru's,
As we See in throtical Concepts that
Automatic Reorder point planning and Forcast Based Planning Used the prevuious Historical Data.
Please explain what is difference Between them.
regards,
A. S.

Hi,
Reorder Point Planning: -
Use: -
In reorder point planning, procurement is triggered when the sum of plant stock and firmed receipts falls below the reorder point.
Features: -
The reorder point should cover the average material requirements expected during the replenishment lead time.
The safety stock exists to cover both excess material consumption within the replenishment lead time and any additional requirements that may occur due to delivery delays. Therefore, the safety stock is included in the reorder level.
The following values are important for defining the reorder point:
- Safety stock
- Average consumption
- Replenishment lead time
The following values are important for defining the safety stock:
- Past consumption values (historical data) or future requirements
- Vendor/production delivery timelines
- Service level to be achieved
- Forecast error, that is, the deviation from the expected requirements
Manual Reorder Point Planning
In manual reorder point planning, you define both the reorder level and the safety stock level manually in the appropriate material master.
Automatic Reorder Point Planning
In automatic reorder point planning, both the reorder level and the safety stock level are determined by the integrated forecasting program.
The system uses past consumption data (historical data) to forecast future requirements. The system then uses these forecast values to calculate the reorder level and the safety stock level, taking the service level, which is specified by the MRP controller, and the material's replenishment lead time into account, and transfers them to the material master.
Since the forecast is carried out at regular intervals, the reorder level and the safety stock level are continually adapted to the current consumption and delivery situation. This means that a contribution is made towards keeping stock levels low.
Forecast-Based Planning: -
Use: -
Forecast-based planning is also based on material consumption. Like reorder point planning, forecast-based planning operates using historical values and forecast values and future requirements are determined via the integrated forecasting program. However, in contrast to reorder point planning, these values then form the basis of the planning run. The forecast values therefore have a direct effect in MRP as forecast requirements.
Features: -
The forecast, which calculates future requirements using historical data, is carried out at regular intervals. This offers the advantage that requirements, which are automatically determined, are continually adapted to suit current consumption needs. The forecast requirement is reduced by the material withdrawal so that the forecast requirement quantity that has already been produced is not included in the planning run again.
Reducing Forecast Requirements
- Reducing forecast requirements by consumption
If consumption is higher than the forecast requirements in the current month, then the system also reduces future forecast requirements.
- Reducing current forecast requirements by consumption
If consumption is higher than the forecast requirements in the current month, then the system does not reduce future forecast requirements.
- Average reduction of the forecast requirements
The reduction of the forecast requirements is based on average daily consumption. Actual consumption data is not relevant.
The system calculates the average daily requirement first using the formula forecast requirement/number of workdays in the forecast period.
The forecast requirements are then reduced by the quantity resulting from the following formula: number of workdays worked x average daily requirements.
Period Pattern and Forecast Periods
You can specify the period pattern for the forecast (daily, weekly, monthly or per accounting period) and the number of periods to be included in the forecast individually for each material. It is possible, however, that the forecast period pattern is not specific enough for planning purposes. In this case, you can define per material that the forecast requirements should be divided according to a finer period pattern for planning. You can also define how many forecast periods are to be taken into account during requirements planning. The splitting indicator is defined in Customizing for MRP per plant and per period unit and is assigned to the material in the material master.
Example: -
For a monthly forecast, the requirements date would be set on the first workday of the month because, for planning, it is assumed that the total requirement must be available at the beginning of the period. You can then divide this monthly requirement into either daily or weekly requirements.

Seamless Integration between Plan and Forecast Data at KF level

I have data in 2 IC like below:
IC : Current*
*FiscalPEriod    Amount*
2011.01          100
2011.02          100
2011.03          100
2011.04          100
2011.05          100
2011.06          100
2011.07          100
2011.08          100
2011.09          100
2011.10          100
2011.11          100
2011.12          100
*IC : Forecast*
*Forecast Version     Fiscal Period     Amount*
2011.04                 2011.04             200
2011.04                 2011.05             200
2011.04                 2011.06             200
2011.04                 2011.07         200
2011.04                 2011.08      200
2011.04                 2011.09      200
2011.04                 2011.10      200
2011.04                 2011.11      200
2011.04                 2011.12      200
2011.05                   2011.05         300
2011.05                   2011.06      300
2011.05                   2011.07      300
2011.05                   2011.08      300
2011.05                   2011.09      300
2011.05                   2011.10      300
2011.05                   2011.11      300
2011.05                   2011.12      300
Master Data for Forcaste Version:
*Forecaste Version         FLAG*
2011.04                   Prior
2011.05                   Current
Now while creating Query, I need one KF called "Current Forecast Amount", So I need to go to master data and see forecast version against 'Current' and go to forecast cube abd selecet Amount under that Forcast Version. I did it with the help of Customer exit variable on Forcast Version. so its displaying data as below(From fiscalperiod 2011.05 it will pick 300):
2011.01     2011.02     2011.03   2011.04   2011.05    2011.06    2011.07   2011.08   2011.09   2011.10   2011.11   2011.12
                            300         300           300           300          300          300          300         300
Now requirement is to seamless integrate actuals with forcast data. Like let's take KF "Current Forecast Amount" we created above, so it should display data like below in the KF( From 2011.01 to 2011.04 it;s 100 from ACTUAL IC, from 2011.05 to 2011.12 it's 300 from Forcaste IC) :
===Data from Actual IC==========      =================Data from Forecaste Cube==========================
2011.01     2011.02     2011.03 2011.04 || 2011.05 2011.06 2011.07 2011.08 2011.09 2011.10 2011.11. 2011.12
100        100      100      100     || 300      300        300      300         300         300     300      300
This Query has no variable restriction it means this will display data from all the years. And structure of the KF section is as below:
Fiscal Period
KF's.......
Current Forecast Amount
Can we achieve this at query level? Please help me, I am stuck here.
Regards,
Amandeep
Edited by: AmanSharma123 on Jun 20, 2011 10:50 AM
Edited by: AmanSharma123 on Jun 20, 2011 10:52 AM
Edited by: AmanSharma123 on Jun 20, 2011 10:53 AM
Edited by: AmanSharma123 on Jun 20, 2011 10:54 AM
Edited by: AmanSharma123 on Jun 20, 2011 11:11 AM

Hi Suman,
Thank you for your reply. Users will be using this query dynamically ( no parameters at all in the query). I need to find a dynamic solution for this.
Do you have any idea for below question:
Let's say my Column structure is as below:
FiscalYear Period
KF's
Amount
and we run this query without any parameter, and we get out as below:
2001.01     2001.02 .................2001.12............................2002.05..........................2010.01
100           100                        10                                      20                                         30
Can we know by any chance what's the current value of fiscal year period for KF amount any time? Any way to find this?
If I get this value, I will be able to derive my KF.
Regards
Aman

Which table can we see consumption and forecast values in forecast based planning

Dear SAP Gurus,
I am working on implementing forecast based planning for Spare parts for my client. They have one Main Plant which do purchase of Spare Parts and through Stock transfers moved to 60+ Plants from where Spares are being sold.
Now I am carrying out SAP trial runs for a set of 160+ materials with various models and want to compare with their existing methodology of requirement calculation.
I want to compile Consumption and Forecast data month wise for these trial materials (160+ materials in 60 Plants) . One way I thought is to go individual Material Master and looks for values in Forecast view. However it is tedious and time consuming.
The table name shows RMCP2 and RM03M for forecast and Cons values, but I could not find the table.
Hence I want to know which table if I can view I can get the consumption and forecast data calculated for quick copying and compilation.
Thanks and Regards,
R.Velmurugan.

Dear Mariano,
Thanks for your valuable inputs.
Like I could able to get the consumption values for materials using table MVER and fields GSV01,GSV02 etc.,
What field I need refer in table PROP for getting forecast values.
As such I could not see any column where in data are similar to Forecast view.
Thanks and Regards,
R.Velmurugan.

Planning method/Basic and Planning method/forecast field values are grey

Hi Experts
The Planning method/Basic and Planning method/forecast field values are grey in my project profile.
What customization would influence for this setting. I wish to change from 2 to 4. Please advise the solution/
warm regards
ramSiva

You can change the above field values only from WBS scheduling profile. If you want to change them, choose 'free scheduling' method.
Regards,
Mahendra

Actual and Forecast not visible from Planning App -- VERY CRITICAL ISSUE ,

this is a very critical issue.. need immediate help..
my customer cannot see the Actual and Forecast not visible from Planning App. please help me with the same. tell me the possible solns as i cudnt have a web confrerence with the custmer till now.
thanks/

John ,
they are seeing the application in planning. they created a scenario dimension containing , budget, actual and forecast.. but in the planing application they can only see budget. the rest 2 are not visible.
thanks..

Difference between Forecast Based Planning and Time-Phased Planning

Difference between Forecast Based Planning and Time-Phased Planning and Time-phased w.auto.reord.point

Hi,
go through this links
http://help.sap.com/saphelp_40b/helpdata/fr/7d/c27143454011d182b40000e829fbfe/content.htm
http://it.toolbox.com/wiki/index.php/Time-Phased_Planning
http://help.sap.com/saphelp_46c/helpdata/en/fd/45bc639d6411d189b60000e829fbbd/content.htm
Regards,
Sreehari

Best MRP type and strategy to run MRP for component using PIR and forecast

Hi Experts,
I want to run MRP for Component parts. I need to run MRP based on Planned independent requirements and Forecast Data.
Which is the best suited MRP type and strategy.
Please help to share bestpractices if any. thank you.
Rayudu

Hi,
is the components you are talking are Semi finished materials or Raw materials and Packing materials which are procured from vendors ???....
It is not a good idea to maintain planning strategy for Components which are part of BOM...these materials are automatically planned when the header materials of these components are planned....
If these components are not part of any BOM then you can try the option of using forecast based planning.. MRP type VV and maintain the forecasting view in the material master
You can also explore the option of consumption based planning like manual or automatic reorder point planning...
Thanks
Kumar

CDR in the context of Forecast and forecast version

Can someone please help me understand the term "CDR" in the context of forecast and forecast version? What is the expansion of the term CDR?
Thanks
Kunal.
Edited by: Kunal. on Feb 23, 2012 2:06 PM
Edited by: Kunal. on Feb 23, 2012 2:09 PM

No idea of what is CDR ... We have CDP which means characteristic dependent planning.
Maybe CDR is also characterisict dependent somthing? (Just a guess ...)
What's the context do you find this term?

How can i get difference in base plan and actual/current plan for a project

Hi PS Experts,
How can i get difference in base plan and actual plan .
For example-
Project1 is created for 10 days (start and end date difference).
Now in between -project is extended/changed for 12 days .
What is the way to get 2 days as a difference in base plan and current plan.
Thanks
Suraj prakash

Hi Suraj,
You can follow a convention that -
(1) Forecast Start/Finish dates: Used only for Primary planning, once initial planning is done you should not change these dates.
Now, you will copy the same dates in Basic Start/Finish dates also.
(2) Basic Start/Finish dates: Whatever changes are done after the initial planning, you will make the changes only in Basic Start/Finish dates.
So, in Project Planning board, if you enable Forecast and Basic dates with different color coding, you can clearly see the variation in the Project schedule.
Hope this helps.

Planning item forecast consumption

We have a business need to use forecast demand to react and order long purchasing lead time items early and stock sub-assemblies to reduce manufacturing lead time. However our sales orders are for unique items (configured by outside system) , which cannot be forecasted as these items never repeat. It’s also not possible to create Product Family or planning BOM with Base model as assembly and saleable items as components because, saleable items keep changing (as they are unique). Due to this reason, standard forecast explosion will not serve the purpose of consuming the forecast. Hence, we are exloring the forecasting at Planning item level, which is a logical group of similar type of saleable items. Planning Bills will be created to include sub assmeblies and critical components. However now we have a problem with consumption, Planning item forecast needs to be consumed as sales orders for Unique items get created. Is there a way in standard oracle to address this business scenario? We are on 11.5.x and using MRP. Early response will be appreciated
Thanks,
Nitin

Use planning BOM which contains your sub assemblies or intermediates. Explode the planning BOM to arrive at forecast for individual sub assemblies / components.
Try using Forecast type : consume and derive in item setup

Planning, Budgeting, Forecasting, Reporting & Analysis Add-on for SBO?

Any proven solutions out there for planning, budgeting, forecasting, reporting & analysis for SAP Business One? Something that is applicable to a service-based industry. Something like http://centage.com/products-planningmaestro-product-overview.htm. Thanks!

Hi,
There are no other batch scripts I am aware of, you will have to create any new ones.
In regards to backing up with business rules and planning, that would be mainly be backing up the repository.
You can also use LCM to export your objects and this can be called from command line.
Cheers
John
http://john-goodwin.blogspot.com/

Planning and forecast

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