Step by step to create planning book & Macro's behind it   I am a ABAPer

Recently I have been shifted  from R/3 to Apo ; Want to know the creation of planing book & the creation of Macro workbench playing behind planning book .
To create planning book.
To create Macro  & how to relate a planning book with the macro.
Step by step process from simple to complex .
Different process to programe a macro .
I can understant ( rather I know ) how to relate  a badi (Enhancement spot ) to a macro & but please guide me how to define a row of a planing book : such as how to define the row 'Avg Weekly Forcast' of planing book in a single varriable as  'ZAVGWKFST' to capture it at badi in the  parameter I_T_LINES[]
(component - FELDH).
To create  a custom Button in a planning book & how to program.
I have many broken links while I try to know it by myself.

Hi amitabha,
Please find below the detailed steps to define a planning book:
A planning book defines the content and the layout of the interactive planning screen. Planning books are used in Demand Planning and Supply Network Planning. They allow you to design the screen to suit individual planning tasks. A planning book is based on a planning area. You can create several user-specific data views in a planning book. In this step, you create a planning book for Demand Planning.
Procedure
1.     Access the activity using one of the following navigation options:
SAP SCM menu     Advanced Planning and Optimization  Demand Planning  Environment  Current settings  Define Planning Book
Transaction code     /SAPAPO/SDP8B
2.     Enter the planning book DP_001 and choose Create.
The Planning Book Wizard dialog box is displayed.
3.     Make the following entries:
Field name     User action and values
Planning Book     Enter the planning book DP_001
Planning book text     Demand Planning
Planning area     Select the planning area DP_001 and choose Enter
Manual Proportion Maintenance     X
Promotion     X
Univariate forecast     X
4.     Choose Continue.
5.     Assign the following key figures from planning area to the planning book by using drag and drop or choose Add all new Key Figures to add all key figures:
Description     Value     Comment
History     9AVHISTORY     Relevant for Scenario MTS
Forecast     9ADFCST     Relevant for Scenario MTS and VMI
Promotion 1     9APROM1     Relevant for Scenario MTS
Forecast (addition.)     9AAFCST     Relevant for Scenario MTS
Planned Price     9APRICEFC     Relevant for Scenario MTS
Sales Forecast     9AREVFC     Relevant for Scenario MTS
Production (Planned)     9APPROD     Relevant for Scenario MTS
Manual Correction     9AMANUP     Relevant for Scenario MTS
Additional Field 1     9AADDKF1     Relevant for Scenario VMI
Additional Field 2     9AADDKF2     Relevant for Scenario VMI
Additional Field 3     9AADDKF3     Relevant for Scenario MTS
Additional Field 4     9AADDKF4     Relevant for Scenario MTS
Additional Field 5     9AADDKF5     Relevant for Scenario MTS
The Proportional factor APODPDANT key figure is automatically added to your planning area when you create the planning area. You do not have to add this key figure yourself and assign it to the planning book in this step. When you create the respective view, this key figure will be automatically there for your selection.
6.     Choose Continue.
7.     Assign the following characteristics from the planning area to the planning book by using drag and drop:
Description     Value
APO Location     9ALOCNO
APO Product     9AMATNR
Brand     9ABRAND
Sales Organization     9AVKORG
APO Destination Loc.     9ALOCTO
     The characteristic 9AVERSION (APO Planning Version) will be added to the planning book automatically after you complete this step.
9.     Choose Continue to go to the Data View tab (the Key Fig. Attrib tab is available in the change mode only after you have completed the planning book).
10.     On the Data view tab; enter the following values:
Field name     User action (Scenario MTS)     User action (Scenario VMI)
Data view     DP_Standard     VMI_Standard
Data view description     Demand Planning     Demand Planning
TB profile ID (future)     DP_4Weeks_5Month     DP_4Weeks_5Month
TB profile ID (history)     DP_12Month     DP_12Month
Status     3 (Changeable)     3 (Changeable)
11.     Choose Enter.
12.     Select Visible and select the date as of which you wish the past planning horizon to be visible when this data view is opened.
13.     Choose Continue, and assign the following key figures from the planning book to the data view for either the MTS or the VMI scenario, keeping the same order as in the table:
Make-to-Stock
Key Figures      Description
9AVHISTORY     History
9ADFCST     Forecast
9APROM1     Promotion 1
9AAFCST     Forecast (additional)
9APRICEFC     Planned Price
9AREVFC     Sales Forecast
9APPROD     Production (Planned)
9AMANUP     Manual Correction
9AADDKF4     Additional Field 4
Vendor-Managed Inventory
Key Figures      Description
9AADDKF1     Additional Field 1
9AADDKF2     Additional Field 2
9ADFCST     Forecast
14.     Choose Complete.
15.     When the Planning Wizard prompt appears, choose Yes to complete the planning book and data view.
16.     On the initial screen, change the planning book you have just created by choosing Edit.
17.     If you are installing the VMI scenario, continue with step 21 (entering a free text for the key figures).
If you are installing the Make-to-Stock scenario, repeat steps 9 to 12 to create the following views:
Views     View Description     Key Figures
DP_CLP     COLLABORATIVE DEMAND PLANNING     
          History
          Forecast
          Forecast (additional)
DP_RELEASE     DEMAND PLANNING - RELEASE VIEW     
          Manual Correction
18.     On the Data View tab page, specify the following TB profile IDs for the DP_RELEASE view,
Field name     User action and values
TB profile ID (future)     DP_12Month
TB profile ID (history)     blank
19.     Create the remaining views for the Make-to-Stock scenario according to the steps 9-12:
Views     View Description     Key Figures
DP_LOGISTICS     DEMAND PLANNING - LOGISTICS VIEW     
          Forecast
          Production (Planned)
DP_SALES     DEMAND PLANNING - SALES VIEW     
          History
          Forecast
          Forecast (addition.)
          Planned Price
          Sales Forecast
          Manual Correction
DP_PROP     DEMAND PLANNING - PROPORTIONAL FACTOR VIEW     Proportional Factor
To modify the proportional factors manually, you need to create a separate data view containing only the APODPDANT key figure to control the authorization to change these factors. This key figure is a default value in the view and is thus invisible, so you do not need to assign any key figure from the right list in this view.
20.     Choose Complete.
21.     Go to the Key fig. attributes tab, select the FreeText radio button and make the following entries for each key figure. Choose Save Setting after entering the data for each key figure (depending on your scenario).
Key Figures     Free Text     Relevant for scenario
9AVHISTORY     Historical Data     MTS
9ADFCST     Statistical Forecast     MTS and VMI
9APROM1     Promotion     MTS
9AAFCST     Sales Forecast     MTS
9APRICEFC     Planning Price     MTS
9AREVFC     Sales Revenue Forecast     MTS
9APPROD     Logistics Forecast     MTS
9AMANUP     Final Forecast     MTS
9AADDKF1     VMI Historical Data     VMI
9AADDKF2     VMI Customer Forecast     VMI
9AADDKF3     u2013     MTS
9AADDKF4     Forecast Deviation     MTS
9AADDKF5     Customer Forecast     MTS
22.     Choose Complete and exit the planning book maintenance.
Steps to create macros in macro wrokbench:
3.7     Creating Macros (SAP APO)
Use
You can use advanced macros to perform complex calculations quickly and easily. Macros are executed either directly by the user or automatically at a predefined point in time. When defining advanced macros, you work in a special desktop environment known as the MacroBuilder.
In total, four macros are created in the Demand Planning building block. They are all defined for the planning book DP_001. You create three macros for forecast calculation according to the following instruction. The chapter Creating the Macro for Consensus-Based Planning describes how to create the alert macro for consensus-based planning.
In the DP_STANDARD view of the planning book DP_001, you create two macros:
The first macro is used for the standard and consensus-based planning. The system calculates the arithmetic average of Statistical Forecast, Sales Forecast and Logistics Forecast, the result of average forecast data plus Promotion Data is inserted in the Final Forecast cell. It enables the user to consider the forecast input and the promotion plan from different departments within the company. The planner can make manual adjustments and enter the final agreed forecast into the Final Forecast cell. All of this information can be shown in the planning book screen.
The second macro multiplies the Final forecast data with the Planned price to calculate the sales volume. The third macro is an alert macro used for highlighting exceptional situations in consensus-based planning.
In the DP_SALES view of the planning book DP_001, you create the fourth macro. This macro multiplies the Final forecast data with the Planned price to calculate the sales volume, which is the same as the one in the standard view.
3.7.1     Creating Macros for the Standard View
1.     Access the activity using one of the following navigation options:
SAP SCM menu     Advanced Planning and Optimization  Demand Planning à Environment à Current settings à Define Planning Book
Transaction code     /SAPAPO/SDP8B
2.     Enter the name of the planning book: DP_001
3.     Select Data view DP_standard.
4.     Choose Edit.
5.     Choose    MacroBuilder  MacroBuilder   Data view.
3.7.1.1     Creating the Macro for Consensus-Based Planning
1.     Right-click the macro node below the planning table and choose Create New Macro  Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, for example, Forecast + Promotion  Final Forecast. Choose Continue.
2.     Right-click the macro and choose Add macro Element  Step.
In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, First Step and choose Continue.
3.     Right-click the macro step and choose Add Element (Result Level) à Add results row.
In the APO Macro Builder dialog box, choose Final Forecast in the Row field. Choose Adopt.
4.     Right-click the result row you have just created and choose
Add Element (Argument Level) à Add Operator/Function.
In the APO Macro Builder dialog box, choose u201C(u201C.
5.     Right-click the operator/function you have just created and choose
Add Element (Argument Level) à Planning Table Element à Append argument row. In the APO Macro Builder dialog box, choose Statistical Forecast in the Row field.
6.     Right-click the argument row you have just created and choose
Add Element (Argument Level) à Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
7.     Right-click the operator/function you have just created and choose
Add Element (Argument Level )  Planning Table Element  Append argument row. In the APO Macro Builder dialog box, choose Sales Forecast in the Row field.
8.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
9.     Right-click the operator/function you have just created and choose
Add Element (Argument Level )  Planning Table Element  Append argument row. In the APO Macro Builder dialog box choose Logistics Forecast in the Row field.
10.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
11.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C/u201D.
12.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, enter u201C(u201D.
13.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to u201CSIGN(u201C.
14.     Right-click the operator/function you have just created and choose
Add Element (Argument Level )  Planning Table Element  Append argument row. In the APO Macro Builder dialog box, choose Statistical Forecast in the Row field.
15.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
16.     Right-click the operator/function you have just created and choose
Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
17.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to u201CSIGN(u201C.
18.     Right-click the operator/function you have just created and choose Add Element (Argument Level )  Planning Table Element  Append argument row.
In the APO Macro Builder dialog box, choose Sales Forecast in the Row field.
19.     Right-click the argument row you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
20.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
21.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box choose the character u201CSIGN()u201D and change to u201CSIGN(u201C.
22.     Right-click the operator/function you have just created and choose Append argument row. In the APO Macro Builder dialog box, choose Logistics Forecast in the Row field.
23.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
24.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
25.     Right-click the operator/function you have just created and choose
Add Element (Argument Element)  Append Operator/Function.
In the APO Macro Builder dialog box, enter u201C+u201D.
26.     Right-click the operator/function you have just created and choose
Append argument row.
In the APO Macro Builder dialog box, choose Promotion in the Row field.
27.     Select the macro and choose   Check to check it. Generate the macro by choosing   Generate.
28.     Move the macro by using drag and drop to the Events section and to the Default folder in the upper right screen area.
29.     If you want to continue with the configuration, proceed with the next activity to create the Sales Volume Macro (see below).
If you want to discontinue the configuration at this point, we recommend that you save your settings. To do this, go back to the Planning book Design screen and choose Save. Choose All Functional Areas when the confirmation prompt appears.
Hope this should help you.
Regards,
Umesh

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    4) Once your selected items are seen, double click on the location product combination for which demand needs to entered.
    5) The data will get populated into the planning book
    6) Meanwhile, select your planning book and data view which contains the relevant key figure for which manual demand needs to be entered (say like forecast, demand, dependent demand etc.,) 
    7) Goto change mode
    8) Then enter the suitable demand values in the key figures in the planning book
    9)  Once the data are entered, save the changes.
    Regards
    R. Senthil Mareeswaran.

  • Master Data Setup Steps & Execution for SNP Aggregated Planning

    Hi,
    I need some URGENT Help on the Master Data Steps and Execution of SNP Aggregated Planning.  I've read the SCM 5.0 help with quite confusing understanding from it as regards to Master Data setup.
    I want to run SNP for a Group of Products at a Group of Locations (say Customer Group or Group of Distribution Centers) at an Aggregate Level & then later Disaggregate the Generated Supplies from the Aggregate Level to the detailed Product-Locations level.
    I have setup a Location Hierarchy with the Group of Distribution Centers and Product Hierarchy with a Group of Products  & since  SNP_LOCPROD aggregation is assigned to the 9ASNP02 Planning area ... I created a LOCPROD Hierarchy which use the Location & Product Hierarchy.
    The Main intention is to Improve Performance of Planning Runs at a Rough Cut  / Aggregate Level by doing a Rough Cut Capacity Check & Split Distribution Center requirements to Multiple Plants producing the same product.  This would also help increase the Optimizer Performance.
    I am finding there is no place to run SNP Heuristic by Specifiying a Hierarchy in the Selection screen of /sapapo/snp01.  So how is Aggregated Planning even run ?
    (I know there are Aggregation & Disaggregation Functions available in SNP Interactive Planning ... but what do I put in the Selection as 'Hierarchies' are not available in the Selections in the 9ASNPAGGR  Aggregation Planning Book).
    Can someone also Provide me Detailed Steps and point me to a Detailed Training document on this  ?  I could not find anything on the SDN Form as well as BPX Forum as well as on Wiki site from within SDN.
    Please if anybody can Guide me Urgently  ?  I am needing to test this quickly to Demo to someone to demonstrate the APO Capabilities  (else the Customer may lose interest in APO as he is comparing functionality with another tool).  I don't want this to happen.
    Regards,
    Ambrish Mathur

    Harish,
    Read your Blog with great interest. I think you have very nicely captured the Features over there.  It was very helpfull.
    I still have some very very basic questions (sorry if I was not clear earlier) and I will try state with an Example.
    Are you saying ...
    1.  If I have 2 Products FG1 & FG2 .. then I need to FIRST
         create another Product Master called FG1_2_GP (say)
         via Trnx.  /sapapo/mat1  ?
    2. Similarly for the 5 DCs say DC1, DC2 .... DC5 ... I need
        to First Create a Location of type 1002 DC1_5_GP (say)
        via Trnx. /sapapo/loc3 first  ?
    I think I have not done these at all.
    3.  Finally are you saying that I need to now Create the
         Hierarchies ... ZCPGPROD  (using FG1 & FG2)
         and ZCPGLOC (using DC1, DC2 ... DC5)  and
         then create a generated Hierarchy ZCPGLOCPROD
         with Structure SNP_LOCPROD and using the ZCPGPROD
         and ZCPGLOD as Component Hierarchies ?
    4. I am still not clear how would you Link  Product Group
    FG1_2_GP  with  ZCPGPROD  ??  Where do we setup that FG1_2_GP is a Header of FG1 & FG2 ?
    5. Similarly where do you Link Location Group DC1_5_GP with the Location Hierarchy  ZCPGLOC  ?
    6. Finally in SNP Interactive Planning with Planning Book 9ASNPAGGR using the Location-Product (Header) as Selection what will I enter in this field ?
    I read your Blog. More details on the Example would help ... I saw in your Blog the PH_POWDER product Group (containing PH_FG1,2,3 Products) example which I was not clear whether it was a New Product you created via /sapapo/mat1 or a New Hierarchy Code created via /sapapo/relhshow.  Similarly you did create Location Groups PH_DC_AGG but do not seem to have used it.  I think you have assigned PH_POWDER group and assigned to Locations 3000, 3100 & 3400 individually via /sapapo/mat1 ... but was not clear on how you linked it to the Location Product Hierarchies.  You have also not created a Location Produc Hierarchy at all using PH_POWDER and PH_DC_AGG at all ... or have you  ? 
    7. Is the Untold Trick that the Product Hierarchy Name and the Product Group created in Trnx. MAT1 must be same  and the Location Hierarchy Name and the Location Group code created in LOC3 Trnx. should be same ?
    8. I had created a Generated Hierarchy at ZCPGLOCPROD ... is this what I enter in 9ASNPAGGR as Selection of Location-Product (Header)  ?
    9. I want to first understand Standard SNP before I go into the diretion of creating my own Planning areas and Planning Books. Is this really needed for me to Plan 2 Products in these 5 DCs at an Aggregate level.  I will be doing Aggregation of all kinds of Demand (STOs, POs, Forecast, SalesOrders, TLB Order Demand) and want the Supply generated at Aggregated Level to Disaggregate to the 2 FGs at the 5 DC Locations based on Proportion of Demand.
    I think my question is far more basic wrt the Master Data Setup ... would help if you can clarify each of my questions separately in your reply.  The Confusion is due to lack of clarity on the Master Data Setup in linking the Product Group PRODUCT Code & Location Group LOC Code to the respective Hierarchies and also SNP Interactive Planning not having a Place to enter these created Hierarchies.
    I do want to praise and appreciate your contribution to the Blog ,,, well done.  Full 10 Points Guaranteed on reply to above questions.
    Regards,
    Ambrish

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