Plan with Customers having multiple Distribution channels in IBP

[Former Member]

Hello Experts,

In our current Solution for IBP we have S&OP and Demand licenses. We are doing Time series based planning. IBP 1805 is integrated with S/4 Hana 1709 for master and transaction data.

My query is regarding planning at different attribute levels. I am providing a brief explanation below:

1. For the Customer master data in S/4 Hana, a Customer can belong to more than one Distribution Channel, say for example 01 and 02.
2. I am using a copy of UNIPA (Demand and S&OP filter). In this standard configuration, the Customer MDT has the Key field Customer ID.
3. While transferring the Customer Master data from S/4 Hana via CPI-DS, it does not allow to transfer multiple entries for the same Customer ID (for the Key field reason).
4. So, if the Customer has 2 Distribution Channels (01,02), how should we handle that in IBP. I can make both Customer Id & Channel attributes as Key fields to enable the transfer, but then how can we capture the Actual Sales along with the Channel?
5. When we upload the Actual Sales in IBP, the fields that are marked as Key fields are Product Id, Customer Id and Location Id. We can get the key figure date along with the Quantity in this process. But how can we achieve the planning for multiple Channels for the same Customer Id? Below is the snap of the ActualsQty Template for reference.

CUSTID LOCID KEYFIGUREDATE PRDID ACTUALSQTY

Lastly. can we achieve the above requirement with Time series planning of do we need Order series license to serve our purpose?

Regards,

A.Basu.

[lingaiahvanam · Accepted solution]

Hi,

I would suggest to once again review the S/4HANA and IBP master data types.

1. S/4HANA customer master has CUSID DISCHN and the same attributes to be mapped in IBP. If one customer belongs to 3 distribution channels, in IBP 3 planning objects to be created with customer and distribution channel combinations.

2. You need to adjust the master data type CUSTOMER.

3. While mapping from S/4HANA you need to change the logic disaggregate the data at customer/distribution channel wise and load data into IBP tables.

4. Load data at customer distribution channel level and aggregate data to the customer level, so you have data at both combinations.

5. You need to upload data at CUSTID/DISTCHN/LOCID/PRDID level.

Best Regards,

Lingaiah

[Former Member · Accepted solution]

Hi Lingaiah,

Based on the inputs-

1. Added MDT CUSTDISTRIBUTIONCHANNEL, with Cust id and Dist Channel. Checked Attribute Cust ID against Cust id for MDT Customer to have consistency.

2. Created a new planning level WKPRODLOCCUSTDISTCHN, added Dist Channel as root.

Now, the standard configuration for Actual Sales/Demand and other KFs are at level WKPRODLOCCUST.

I require to have the KF values at both levels so that i do not have to adjust other KF calculations for level WKPRODLOCCUST. How can i approach this need of having values at both level without touching other calculations?

Regards,

A.Basu.

[Former Member · Accepted solution]

Hi Lingaiah,

Sorry, i did not understand the optional bit for the planning level. Request your input.

How can i make WKPRODLOCCUSTDISTCHN - Dist Channel optional?

Regards,

A.Basu

[lingaiahvanam · Accepted solution]

Hi Basu,

Planning level WKPRODLOCCUSTDISTCHN - dist channel as root and create new key figure called ACTUALQTYS4 with planning level WKPRODLOCCUSTDISTCHN and finally write calculation planning level at WKPRODLOCCUST (So this key figure is input for ACTUALSQTY). Later create new key figure or used standard key figure to copy the ACTUALQTYS4 (WKPRODLOCCUSTDISTCHN) to ACTUALSQTY (WKPRODLOCCUST).

Sorry for the above message.

Best Regards,

Lingaiah

[former_member312896]

Hi Basu,

Rather than making changes in master data in IBP, I would suggest to do following.

Since Customer ID is a key field in IBP and in S4 Customer ID + Distribution channel makes it unique entry, you should combine CustomerID_DistChannel in HCI DS. This will make your customer ID as key in IBP. If you do this also make sure that every interface you have from S4 to IBP that has customer in it, same transformation should be applied.

Hope this helps.

Thanks

Vilas

[anil_gupta8]

at high level this seems like yiu will need separate master data retype distribution channels as you have inS4 you. Add new master data and attribute to planning are then to create new planning level wkprodcustdc. Something like that and adjust key figure r view this appr

[Former Member]

Hi Anil,

Thanks for the inputs.

Here is what i did - 1. Added MDT CUSTDISTRIBUTIONCHANNEL, with Cust id and Dist Channel. Checked Attribute Cust ID against Cust id for MDT Customer to have consistency.

2. Created a new planning level WKPRODLOCCUSTDISTCHN, added Dist Channel as root.

Now, the standard configuration for Actual Sales/Demand and other KFs are at level WKPRODLOCCUST.

I require to have the KF values at both levels so that i do not have to adjust other KF calculations for level WKPRODLOCCUST. How can i approach this need of having values at both level without touching other calculations?

Regards,

A.Basu.

[anil_gupta8]

Hi Basu

if you store data at

WKPRODLOCCUSTDISTCHN then aggregation will happen automatically if you remove DC in planning view

WKPRODLOCCUST as system functionality

you may include sum calculation

WKPRODLOCCUST

= sum (

WKPRODLOCCUSTDISTCHN)

If there is another business need then you cam also use copy operator but I don't think you need it

Regards

Anil