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RaghavanKathamuthu
Active Contributor
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Setupmatrix
The steup matrix is a configuration element used to specify the time required to switch from producing one product to another or to prepare a machine from old setup to a new production setup run.

For example Product A, B, C can be produced in same lathe machine but with different moulds. Product A and C uses same Mould 1 (1hr setup time), but product B  use different mould 2 (2hr setup time). So it means if the lathe machine has mould 1 installed we can produce product A and C in single go and if need to produce the product B we need to change the mould which requires 2 hr. 

Let us consider we need to produce the products A, B, C.

Production Sequence  1: A -> B -> C

RaghavanKathamuthu_0-1750412014039.png
Setup time = A (1 Hr) + B (2 Hr) + C (1 Hr) = 4 Hr

Production Sequence 2:  A -> C -> B

RaghavanKathamuthu_1-1750412071909.png
Setup time = A & C (1 Hr) + B (2 Hr) = 3 Hr

If we produce the product in 1st sequence we need to change the moulds for each production. So it will take 1 he extra setup time. But if we produce the Products in 2nd sequence then we take 1hr less setup time. So in the 2nd sequence the remaining 1 hr of the machine can be used for producing another product. So like this we can reduce the setup time and increase the production time.  All these can be done only if we have production resourse crunch. 

Main Part: 
Setup matrix Creation methods
1. Automatic creation
2. Manuall creation.
In automatic method characters are mandatory whereas in manuall method setup group are mandatory. Also manuall method can support campaign planning

Automatic Setupmatrix creation 1: 
reference SAP manufactory
For generation the setup matrix automatically, we need to define the class characters for material based on business and to create it in SAP. Consider we have 3 materials and which are produced in different forms & pack in same workcenter 'Lathe' which has 9 different moulds. 

MaterialCharacter - BulkCharacter 2 - Pack
PowerppdsPower1000ML
UltrapowerppdsUltrapower500ML
SupremeppdsSupreme750ML

Setup time required for changing moulds in lathe on product change.

 Production line A - Bulk type   Production line A - Pack type 
 PowerUltra powerSupreme  1 ltr500 ml750 ml
Power023 1 ltr012
Ultra Power202 500 ml101
Supreme430 750 ml210
 123  10.50.7

So here there will be 90 combinations of setup transistion times.
Process flow 
S1. Creation of characteristics and class - CT04, Cl02 - (and moving it to APO system using CIF See)
2. Maintain setup matrices for characteristic value /N/SAPAPO/CDPS_CHARMAT.
3. Maintain rules for the generation of setup groups using /N/SAPAPO/CDPS_GRPRULE. 4. Maintain rules for setup matrix generation with /N/SAPAPOI/CDPS_MATRULE.
5. Generate the setup matrix based on the specified rule using /N/SAPAPO/CDPS_MATGEN.
6. After generation, display the setup groups and setup matrices with /N/SAPAPO/CDPS_SETUP.
7. Creation of PP master data - MM01, CS01, CR01, CA01, C223.
8. Creation of PP order - /n/SAPAPO/RRP3
9. Running heuristics - /n/SAPAPO/CDPS0
Menu Path: SAP Easy Access screen > Logistics > Advanced Planning > Master Data > Setup Group/Setup Matrix > Generate Setup Matrices.
Characteristics
- CT04

RaghavanKathamuthu_0-1750341102950.png

RaghavanKathamuthu_1-1750341212940.png

RaghavanKathamuthu_2-1750341288945.pngClass - CL02RaghavanKathamuthu_3-1750341413236.pngRaghavanKathamuthu_4-1750341458158.png
Maintain setup matrix - /SAPAPO/CDPS_CHARMAT
RaghavanKathamuthu_5-1750343655491.pngAfter execution click create to create new entries. Later save it and click back. Then double click on the line item. Also do it for Packtype.RaghavanKathamuthu_6-1750343699343.png
Transform the setuptime table to below in excel and copy it here.RaghavanKathamuthu_7-1750343934535.pngDo the same for packtype characteristics RaghavanKathamuthu_8-1750344121919.png
Maintain rules for generationg setup group - /n/SAPAPO/CDPS_GRPRULE
RaghavanKathamuthu_9-1750344288220.png
Give the characters inside and seperator as - hypen. We can use up to 6 characters

RaghavanKathamuthu_10-1750344657131.png
Maintain rules for generating setup matrices - /N/SAPAPO/CDPS_MATRULERaghavanKathamuthu_11-1750344879648.pngGive the values which we created before.RaghavanKathamuthu_12-1750345018206.png
 Generate setup matrix - /N/SAPAPO/CDPS_MATGENRaghavanKathamuthu_14-1750345120167.pngRaghavanKathamuthu_13-1750345108411.pngDisplay setup Matrix - /N/SAPAPO/CDPS_SETUP. 
We can cross verify the values which we created. Now setup matrix is created.RaghavanKathamuthu_15-1750345194095.pngMaster data.
Created Material Master in mm01 with class characters and dummy BOM in cs01 with no components.RaghavanKathamuthu_1-1750346324570.png

RaghavanKathamuthu_0-1750346598366.pngRaghavanKathamuthu_3-1750346459694.png

Check that all characteristics moved to APO system in /N/SAPAPO/MAT1. CIF is mandatory.
Create Resource - CR01
Inside capacity header click APO resource and change the resource type to 2 - single reosurce. Setup matrix can be created only in single resource type.RaghavanKathamuthu_5-1750351496077.png
In APO /N/SAPAPO/RES01 maintain the setup matrix which we created.RaghavanKathamuthu_8-1750351756968.pngRouting - CA01 - I am creating as single routing and assigning all the materials to it.RaghavanKathamuthu_1-1750347206555.pngRaghavanKathamuthu_6-1750351558452.pngCreated production version in C223 and moved it to ppds via CURTOADV_CREATE with absolete transferRaghavanKathamuthu_3-1750347571985.png
/SAPAPO/CURTO_SIMU - Display Production Data StructuresRaghavanKathamuthu_0-1750351915100.png
Let us create order in /n/SAPAPO/RRP3. Inside it click edit button. RaghavanKathamuthu_19-1750676804929.pngThen add the available date and required quantity and save it.RaghavanKathamuthu_1-1750352205352.png
See the changes in production scheduling board - /n/SAPAPO/CDPS0RaghavanKathamuthu_2-1750352450984.png
You can see the setup matrix time has been picked here. Even I mentioned 1 hr in routing it took the time from setup matrix.
For first order the setup time 2 hr as the switch is from material empty to Power 1000ML For 2nd order its 0 hr as the switch is happening between the power 1000ml to power 1000ml. Same can be seen is setpmatrix - /n/SAPAPO/CDPS_SETUP RaghavanKathamuthu_3-1750352653373.pngLet us create order for other material.RaghavanKathamuthu_4-1750352967033.png
Let us schedule it and see the difference in planning board
RaghavanKathamuthu_5-1750353041160.png
Below the switch is between power 1000ml and ultrapower 500ml material. so the 1st setup time is 3hr and the second switch is between ultrapower and ultrapower. so the setup time is 0 hr.RaghavanKathamuthu_6-1750353193571.pngRaghavanKathamuthu_0-1750353901188.png

Manual Setup matrix creation 2:
Manual Setup Matrix are mostly used for process industries. Consider below 3 materials are produced and are grouped under below setup groups. Transistion times are given below.

ProductSetup groups SETUPGRP1SETUPGRP2SETUPGRP3
MATLATHE01SETUPGRP1623
MATLATHE02SETUPGRP2203
MATLATHE03SETUPGRP3330

Process flow 
1. Creation of setup groups - OP43
2. Moving setupgroups to APO logical system using CFM1 and CFM2
3. Display setup groups in APO using /n/SAPAPO/CDPSC6 - Maintain Setup Groups 
4. Create the setup matrix using /n/SAPAPO/CDPSC7
5. After Creation, display the setup groups and setup matrices with /N/SAPAPO/CDPS_SETUP.
6. Creation of PP master data - MM01, CS01, CR01, CA01, C223.
7. Assign the setupgroups to recipes in C202
8. Assign the setupmatrix to Resource in /n/SAPAPO/RES01
6. Creation of PP order - /n/SAPAPO/RRP3
7. Running heuristics - /n/SAPAPO/CDPS0
Configuration:
Create Setup Group 1:
OP43 or Path - SIMG - Production Planning for Process Industries - Master Data - Master Recipe - Data for Operations and Phases - Define Setup Groups and Setup Group CategoriesRaghavanKathamuthu_6-1750674802238.pngInside it create a setup group key

RaghavanKathamuthu_5-1750422243090.png
After creating setupgroups in ECC we need to create integeration model in CFM1 to create these setupgroups in APO logical system. You can add plant in general selection also in addition to setup groups. Here you can uncheck the objects if you have issue.RaghavanKathamuthu_0-1750673212907.pngIn next popup screen click No.
RaghavanKathamuthu_3-1750673432877.png
Later click Generate itRaghavanKathamuthu_1-1750673309581.png
Activate the integeration Model in CFM2 by clicking activate and start. Keep the CFM1, OP43, CT04 and CL02 tcodes closed to avoid data locks. At a time only one model can be activated.RaghavanKathamuthu_5-1750674575145.png
After activation the setup groups will be populated to APO logical system and seen in tcode /SAPAPO/CDPSC6 - Maintain Setup Groups .RaghavanKathamuthu_7-1750674894318.png
Master data:
Create Setup Matrix in - /n/SAPAPO/CDPSC7

RaghavanKathamuthu_8-1750674957508.png

Create setupmatrix and save it. later go back and double click it

RaghavanKathamuthu_9-1750675007784.pngLater give the combination manually inside and save it.RaghavanKathamuthu_10-1750675078239.png
The same can be displayed in /SAPAPO/CDPS_SETUP - Display Setup Matrix RaghavanKathamuthu_11-1750675172204.png
Now create the master data like material master, BOM, Recipe, PDS. Here additional step is we need to assign the setupmatrix to recipe at operation level for each material. You can add only to setup operations in recipe.
RaghavanKathamuthu_15-1750675553738.pngRaghavanKathamuthu_1-1750681676676.pngDouble click on operation No 0020 to maintain the setup group.
RaghavanKathamuthu_12-1750675340759.png
For MATLATHE02

RaghavanKathamuthu_17-1750676667871.pngAssign the setup matrix in /n/SAPAPO/RES01RaghavanKathamuthu_16-1750675655802.png
Move the PDS and check it whether it has all the phase and setupgroup.RaghavanKathamuthu_2-1750681769747.pngNow create orders in /n/SAPAPO/RRP3. Click edit button, give date, order quantity and save it for all three materials.RaghavanKathamuthu_18-1750676727678.png
Detailed scheduling Board Results
Having issue in PDS. Will update the pics later. As per above method the setup matrix to be utilized for process orders.

RaghavanKathamuthu_0-1750691216371.png

Assumptions in PPDS vs Reality
Previously in ECC Mrp Type XO was used to run advanced planning and the materials with XO will not be planned in MRP.
But now in HANA the MRP will plan the mateirals with MRP type XO. But MRP live parameters in MD01N will not be for ePPDS materials. Because of this ePPDS production order scheduling dates were modified by MRP and planned orders created for eppds BOM components. To overcome this remove scheduling in planned order parameters (OPU5) and use basic date scheduling in MD01N. All BOM materials above eppds material to be set active for ppds. Planning procedures to be maintained accordingly in SIMG - Advanced planning - Maintain Planning procedure. Scope Limitaion in material master to be set accordingly.

Note: /n/SAPAPO/CCR is used to solve scheduling discrepencies.

Scope Limitation in Advanced planning view of material master

RaghavanKathamuthu_1-1749487828212.png
Note: Blank - PPDS Entire scope

Some additional data regarding class in ECC vs APO.

Class Characters in APO are used for below.
Shelf Life Planning, Campaign Planning, Setup Matrix, Alternative Mode Resource Scheduling, Detailed Scheduling with characters, Characteristic dependent planning CDP, Variant configuration. Integeration Model should be set in CFM1 to move class characters from ECC to APO logical system
Class type in ppds vs ECC

Class TypeECCAPO
Variant Configuration300400
Batch Class023230
Material Class001001
Work center Assignment019019


No Integration Model required for data flow
Required only Organization area in use

In workcenter CR02 - More - Extra - Classification - Class type 019 can be added for Alternate mode resource schdeuling.
Configs to add class charactes in ECC and PPDS

RaghavanKathamuthu_0-1749487708397.png

SIMG - Logistics general - Batch management - Batch valuation - Update standard characteristics ,  to create default ppds charactersitcs
SIMG - Advanced planning - basic settings - Settings for data transfer, To move batch master to ppds

Conclusion: I hope this may help someone. Please mention if there are mistakes.

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