[ZT] Important points of creating planning book

From one SAP site:
Some hints on the design and usage of macros for background processing:
u2022 Create a separate planning book for each macro background job. The planning book should
contain only key figures used by the macro itself, and only macros executed as activities by
the mass-processing job. Use a different planning book whenever different key figures are
needed by two macros, and a different data view whenever the time periods are different.
u2022 Remove all unused macros from planning books associated with mass processing jobs, as
they are loaded in an unorganized manner which can be performance-intensive. Unused
macros are not helpful to your business process.
u2022 Only those macros that are called by an activity are executed in background. These activities
are: Start, End, Level change. Default macros are not executed automatically, as they are in
dialog. When defining a job, you must therefore first establish which start and default macros
have to be executed and in which sequence, so that your own self-defined macro can work
correctly. Macros for background should not involve actions like setting colors, hiding fields,
display icons, or sending popup windows that are frequently included in default macros for
online use.
u2022 The planning book used for background macros should have only the functionality it uses, i.e.
application demand planning and no other functionality.
u2022 For performance reasons, run macros for a delta period rather than the entire horizon
wherever possible. Under most circumstances, historical data is not changed, other than
adding new periods, one time bucket profile at a time. Rather than performing the full
calculation over a long historical period, run a macro to do this once, and then design a new
macro that only performs the calculation for the u201Cdeltau201D period, or the period that has just
entered the historical horizon.
u2022 If you want to speed up the processing in the APO releases 3.0A, 3.10 and SCM 4.0, you can
create several background jobs with roughly equal numbers of characteristic combinations
and run them in parallel. Make sure that no individual characteristic combination belongs to
more than one selection variant, as this can cause lock issues. For optimum performance the
selections for parallel processing should be roughly of the same size.
u2022 From release mySAP SCM 4.1 you can use parallel processing profiles for running macros,
e.g. for the adjustment of historical data. You can navigate from transaction /SAPAPO/MC8E
directly to the maintenance of parallel processing profiles or start transaction
/SAPAPO/SDP_PAR for direct access. After defining block size and number of maximum
parallel processes you have to assign the parallel processing profile to the selection variant.
The next time you run this selection as background job it will automatically run with parallel
processing.
u2022 If you need to run two macros on the same key figures with the same level of aggregation, put
both into one planning book and execute them as two actions within the same background
activity (defined with transaction /SAPAPO/MC8T, see below). You thus save the time needed
for loading the data for a second time.

This explanation sounds very good. I think this is a very first things that we face while implementing.
Thanks for posting this.
My

Similar Messages

  • 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

  • PLANNING BOOK SNP

    DEAR ALL,
    I AM NEW TO SAP APO.
    HOW TO CREATE COPY OF SNP STANDARD PLANNING BOOKS ( WITH REFERANCE TO SNP94(1) AND SNP94(2).
    WHEN I "CREATE" MY OWN PLANNING BOOKS WITH REF TO SNP94(1) and
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    PLS HELP ME TO SOLVE THIS PROBLEM.I AM ON APO VERSION 3.1
    MANT THANKS IN ADVANCED
    BEST REGARDS,
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    Creation of Planning Book with Reference to Standard Data View:
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    Step2: Specify newly created planning book and press Edit button.
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    Step4: Change TB Profile ID if want to display result in ur time stream.
    Step5: Select "Data View" tab rename as per ur naming convention.
    Step6: Proceed to last tab and Press Complete; confirm the save query.
    Activate Macros
    Path: Administration of Demand Planning and Supply Network Planning --> Supply Network Planning -->Environment --> Current Settings  --> Macro Work bench
    Step1: select ur planning book with data view under SNP APO application. Double click on it.
    Step2: Press Generate Macro Push Button.
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  • Address Book -- Importing CSV File created by Numbers

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    Many people have run into this problem, including myself. I had worked many hours on a spreadsheet in Numbers, exported to CSV, and received the error message when trying to import into Address Book. The answers to this dilemma are out there, but tidbits of the whole answer are spread around discussion boards. So I hope to consolidate those answers here.
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    The problem with commas in your spreadsheet is that the CSV format uses commas to distinguish when a new cell is formed. So having other commas will inevitably confuse Address Book during the attempted import. I didn't have too many commas in my spreadsheet, so I was able to quickly remove them. Yet, if you have dozens or hundreds of cells with commas in them, you'll need an easier solution. I imagine opening Number's Inspector>Cell Inspector>Format will have the solution of removing commas from, say, currency amounts or something else. Yet, how many commas arise in contact information? Perhaps the easiest way is to use the same method of removing those hidden RETURNs. Read on...
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  • How to create a custom Button in a SNP planning book

    Hi Experts,
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    2. Please give me any document, material teaching about writing macro and relating to my above scenario.
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    Duyennx
    Edited by: xuanduyen on Sep 6, 2011 9:20 AM

    Hi,
    Access the transaction "/n/sapapo/advm". In the list select your planning book/ data view and click 'Start Macro Builder' button.
    In the Macro builder screen, drag and drop your macro from Macro depot to the work area.
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    Regards,
    Manimaran M.

  • I can not open i photo. it needs a library that i can use to import photos but i created already books, slide shows and had over 6.000 pictures in the librarybut i can

    i photo does not open. It says i photo needs a photo library but I had more that 6.000 pictures in my library. I created already books and slide shows. it seems everthing is gone.
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    Regards
    TD

  • Need to change forecast data thru planning book + doubt while creating POS

    hi friends,
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    product , location start date , end date.
    i need to put this data into APO(DP).
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    Hi Rohit,
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    Answer to Q1: You can not place time characteristics in the POS. You will define the "time characteristics" in your Planning Area by specifying a relevant storage bucket profile.
    Answer to Q2: You dont need to add time characteristics in the POS.
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  • How to know which user created a given Selection ID in Planning Book

    Dear Expert
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    Hi,
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    You may create a simple query for this or an elaborate ABAP report.
    Regards
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