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Former Member

The Main purpose of the sales and operation planning is to provide the planning data to production by historical data and forecasted analysis of the market for particular product, product group, assemblies, spare parts, individual’s etc...

This purpose come’s into the play to reach the goal of the particular industrial sector, depends on the scenario:

Consumer good’s industry – Discrete Manufacturing

Food industry – Process industry and

Some of the industries those are specialized towards Repetitive Manufacturing.

The Planning purely based on historical data and forecasting. In SOP, planning can be done by two ways Standard SOP and Flexible planning.

In standard SOP the data that required for planning is pre-configured by an information structure (S076).

The information structure is the combination of key figures, characteristics, periods. Whereas in standard SOP the sales quantities, for a given product group/material, plant and production version, characteristics combination gets updated on real time basis.

In Flexible planning the data that need to be fetched must be retrieved by describing the required elements for that particular plan.

The data that need to be prepared for Flexible planning are information structure, planning method, planning hierarchy, planning table, planning type.

Information structure: Data structure that stores the planning. Information structure contain characteristics and key figures. The key figures contain the actual information, whereas characteristics are used as keys for accessing the information.

  • Key figures: planning is stored in key figures.
  • Characteristics: These are arranged in hierarchal sequence for which key figure data has been collected with the combination of characteristic values.
  • Periods: Represents the period type and period dates in which the key figure data has been collected.

The most important items in the information structure are planning method, currency, base unit of measure. The maintenance of these planning parameters are the prerequisite for creating a planning hierarchy.

Planning method: The storage, aggregation and Disaggregation of the data takes place with regards to the planning level. Two different planning methods are available consistent planning, level-by-level planning. A third planning method delta planning is no longer available.

NOTE: One should the planning method to the information structure.

Consistent planning: The data is directly disaggregated to most detailed level, where it is stored. This means any change in the data at any level, the change automatically transfers to other levels. The aggregation and disaggregation is triggered automatically.

Level-by-level: The planning values are stored at the level at which they are entered. The changes made at one level will not be transferred to other. The aggregation and disaggregation is triggered manually. 

Planning hierarchy: Contains the characteristic values for the characteristic combination for characteristics in information structure. In order to create a planning hierarchy it’s mandatory to maintain the data in information structure.

NOTE: One planning hierarchy can be assigned to only one information structure.

Planning table: Where actual planning is carried out. The planning table is the tool for implementing panning.

Planning type: This defines the format of planning and thus represents the link between the planning table and the information structure. You can create several planning types for one information structure. You must create a separate planning type for each planning level.

NOTE: The above mentioned elements are the key elements that are need to be maintained in order to carry out flexible planning method, in STD SOP all the elements are preconfigured in the information structure S076.

In addition to this, MACRO’S provides the mathematical calculation of key figures elements which can be done automatically during aggregation and disaggregation process.

Creation of MACRO’S is not a mandatory step, you can prefer not to have events at all in your planning situation.

Sales and operation planning can be done for different scenarios and can be implemented for mass processing, forecasting, capacity planning.

The following are the steps that are need to be carried out for executing standard SOP and Flexible planning.


The contents are as below:


1) Create Planning for material MC87

2) Copy to Active Version MC78

3) Transfer to Demand Management MC74

B) STD sop for Product Group

Here also the Characteristics are same material->product group

You have to maintain master data Product group


1) Create Product Group MC84

2) Create Plan for Product Group MC81

3) Disaggregate Product Group Plan MC76

4) Copy to active version MC78

5) Transfer to Demand Management mc75 for Pg or mc74 for material


Here you can able to define your own characteristics and Key figures

Char like Sales org, Dis channel, Div.,

Key figures like stock, invoice qty...


1) Create Info structure MC21

2) Maintain Planning Parameters MC7F

3) Create Planning Type MC8A

4) Create Flexible Planning MC93

5) Copy to active version MC8V

6) Transfer to Demand management

5) Create STD SOP Planning -MC

6) Transfer to DM from change mode of Flex Planning with active version MC94

If you want use the flexible planning info like SIS in STD sop

After the 4th step of above it will be like

5) MC87 STD sop there Sales data from SIS it will ask for info STR and version then you can get it automatically then the std steps like

6) Copy to Active Version MC78

7) Transfer to Demand Management MC74.


Sravanth Kumar.

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