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This document is an E-Bite focused on data integration for SAP Integrated Business Planning (IBP), providing guidance on integrating SAP and non-SAP data with the IBP system. It covers various integration scenarios, tools, and technologies, along with step-by-step instructions for setting up bi-directional integration. The document is authored by experienced SAP professionals and aims to enhance understanding of SAP IBP integration processes.

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0% found this document useful (0 votes)
550 views162 pages

Data Integration for SAP IBP __ Copy Zxug-db4h-Qfy9-37s2

This document is an E-Bite focused on data integration for SAP Integrated Business Planning (IBP), providing guidance on integrating SAP and non-SAP data with the IBP system. It covers various integration scenarios, tools, and technologies, along with step-by-step instructions for setting up bi-directional integration. The document is authored by experienced SAP professionals and aims to enhance understanding of SAP IBP integration processes.

Uploaded by

Megha Goel
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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SAP PRESS E-Bites

Data Integration
for SAP IBP
®

Ujwalkumar Jetagi
Venugopal Kelkar
Ujwalkumar Jetagi, Venugopal Kelkar

Data Integration
for SAP IBP ®

This E-Bite is protected by copyright. It contains a digital watermark, a signature that


indicates which person may use this copy. Full Legal Notes and Notes on Usage can be
found at the end of this publication.
Copy No. zxug-db4h-qfy9-37s2
for personal use of
Kiril Todorov
[email protected]
SAP PRESS E-Bites
SAP PRESS E-Bites provide you with a high-quality response to your specific project need.
If you’re looking for detailed instructions on a specific task; or if you need to become
familiar with a small, but crucial sub-component of an SAP product; or if you want to
understand all the hype around product xyz: SAP PRESS E-Bites have you covered.
Authored by the top professionals in the SAP universe, E-Bites provide the excellence
you know from SAP PRESS, in a digestible electronic format, delivered (and consumed) in
a fraction of the time!

Dhaval Desai
Setting Up and Running Order-Based Planning with SAP IBP
www.sap-press.com/4592 | $24.99 | 94 pages

Ravi Patwardhan, Shashikanth Sammiti


Configuring and Running Demand Sensing with SAP IBP
www.sap-press.com/4692 | $29.99 | 74 pages

Donna Leong-Cohen, Seng-Ping Gan


Integrating SAP SuccessFactors with SAP Cloud Platform Integration (SAP HCI)
www.sap-press.com/4371 | $24.99 | 106 pages

The Authors of this E-Bite


Ujwalkumar Jetagi is an SAP IBP solution architect at SAP America with
more than 12 years of experience. His focus is on end-to-end SAP IBP
design, supply chain planning, integration technologies, SAP HANA, and
ABAP.

Venugopal Kelkar is an SAP IBP solution lead at SAP's Mission Control


Center with more than 13 years of supply chain planning experience in
the areas of implementation, product maintenance, service/support
delivery, and product development.

Learn more about Ujwalkumar and Venugopal at www.sap-press.com/4953.


What You’ll Learn
Learn how to integrate your SAP and non-SAP data with your SAP IBP system!
Choose the right tools for the job and set up those tools for bi-directional
integration with step-by-step instructions. As you walk through six integra-
tion scenarios—SAP S/4HANA, SAP ERP, SAP Demand Signal Management,
SAP Ariba, SAP Sales Cloud, and SAP Analytics Cloud—you'll master the
breadth and depth of SAP IBP integration!

1 Introduction to SAP Integrated Business Planning Integration . . . . . . 5


1.1 Integration Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.2 Integration Tools and Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.3 Supply Chain Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
2 Integration with SAP S/4HANA or SAP ERP . . . . . . . . . . . . . . . . . . . . . . . 20
2.1 Different Integration Strategies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
2.2 Setting Up the Supply Chain Integration Add-On for
SAP IBP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
2.3 Integration for Tactical and Time Series-Based Planning . . . . . 43
2.4 Integration for Order-Based Planning . . . . . . . . . . . . . . . . . . . . . . . 62
2.5 Integration for Demand-Driven MRP . . . . . . . . . . . . . . . . . . . . . . . . 70
3 Integration with SAP Demand Signal Management . . . . . . . . . . . . . . . 75
3.1 Business Relevance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
3.2 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
3.3 Configuring Integration Using SAP Cloud Platform
Integration for Data Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
4 Integration with SAP Ariba . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
4.1 Supply Chain Collaboration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
4.2 High-Level Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
4.3 SAP Ariba Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
4.4 SAP Integrated Business Planning Configuration . . . . . . . . . . . . 93
4.5 Runtime and Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
5 Integration with SAP Sales Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
5.1 Basic Data Flow between SAP Sales Cloud and SAP IBP . . . . . . 104
5.2 Technical Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 4


5.3 OData in SAP Sales Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
5.4 SAP IBP Planning Area Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
5.5 SAP Cloud Platform Integration for Data Services Setup . . . . . 111
5.6 Scheduling and Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
6 Integration with SAP Analytics Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
6.1 Business Scenarios for Collaborative Enterprise Planning . . . . 121
6.2 Tactical Financial Planning and Operational Financial
Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
6.3 Set Up SAP Analytics Cloud and OData API Integration . . . . . . 124
7 Integration with Any System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
7.1 Integration Using SAP Cloud Platform Integration for
Data Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
7.2 Integration Using SAP HANA Smart Data Integration
File Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
7.3 Integration Using OpenAPI and OData Services . . . . . . . . . . . . . 143
7.4 Integration Using CSV Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
8 What’s Next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

1 Introduction to SAP Integrated


Business Planning Integration
SAP Integrated Business Planning (SAP IBP) is a cloud-based solution that
provides features to model supply chain planning scenarios. Integration of
business-related data by sourcing it from multiple peripheral solutions to
SAP IBP is an important part of an end-to-end integrated supply chain.
Some of the prominent solutions with business relevance for integration
are as follows:

쐍 SAP ERP and SAP S/4HANA 쐍 SAP Analytics Cloud


쐍 SAP Demand Signal Management 쐍 SAP Advanced Planning and
쐍 SAP Ariba Optimization (SAP APO)
쐍 SAP Sales Cloud 쐍 SAP Business Warehouse (SAP BW)

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1 Introduction to SAP Integrated Business Planning Integration

Different tools and technologies can be leveraged to integrate these solu-


tions. This E-Bite acts as a guide to configure and set up different integration
scenarios and use cases.

In this section, you’ll get an overview of integration scenarios for SAP IBP.
You’ll also learn about different tools and technologies that support SAP IBP
integration with other SAP or non-SAP systems.

1.1 Integration Scenarios


SAP IBP is a supply chain planning solution that allows you to prepare a
plan to meet your organization’s strategic goals with the help of tactical and
operational planning. Tactical planning is used for mid- to long-term plan-
ning, whereas operational planning is used for the short term.

SAP IBP requires the following data objects to be integrated periodically for
successful supply chain planning:

쐍 Time profile data


Represents time data per a time profile definition in SAP IBP (e.g., the low-
est storage time level as day granularity, and the highest storage time level
as a year can be represented as Day->Week->Month->Quarter->Year).
쐍 Master data
Represents actual data objects and attributes of a supply chain defined in
SAP IBP (e.g., products with product ID and product description as its
attributes).
쐍 Transactional data
Represents key figures or orders in SAP IBP. Planning steps require key
figure data for the planning level combination based on master data (e.g.,
time bucketed key figure quantity or actual order quantity).

SAP IBP integration can be categorized into three types of scenarios:

쐍 Time series-based integration


Tactical planning is executed on a time bucketed quantity. SAP IBP appli-
cations, such as SAP IBP for demand, SAP IBP for sales and operations, SAP

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 6


1 Introduction to SAP Integrated Business Planning Integration

IBP for inventory, and SAP IBP for response and supply work on key figure
data based on time series. If you want to plan with these applications, you
have to transform order data into time-series data before the integration.
The lowest level of time granularity can be days or weeks.
쐍 Order-based integration
Operational planning is executed on actual order data. Response plan-
ning in SAP IBP for response and supply works on an order-based data
model. With this model, you integrate actual orders from the SAP ERP sys-
tem for running operational planning. This doesn’t require transforma-
tion from an order quantity into a bucketed quantity.
쐍 Other integration scenarios
The rest of the integration requirements, such as supply chain collabora-
tion with SAP Ariba, collaboration with SAP Jam, integrating logging and
monitoring data, can be combined as other integration scenarios.

Figure 1.1 shows SAP IBP integration points with different systems.

SAP IBP SAP Sales Cloud

REST APIs OData services SAP Analytics Cloud

SAP Cloud Platform


Identity Authenticaiton

SAP Jam

Communication
Management SAP Ariba
cXML
IAM

Applications Job Scheduling


SAP Supply Chain Control Tower Data Integration SAP HANA Add-on SAP S/4HANA
for SAP HANA SDI SDI agent for SAP IBP or SAP ERP
S&OP Response
Inventory SAP Cloud
Demand and Supply
Data Integration Platform SAP Cloud Plat-
for SAP Cloud Plat- Integration form Integration
form Integration for data for data services
for data services services agent

Data Integration Other


CSV file (SAP BW, SAP
SAP Fiori App
Demand Signal
Management …)

Legend:
SAP Customer Cloud On-Premise

Figure 1.1 SAP IBP Integration Points

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1 Introduction to SAP Integrated Business Planning Integration

1.2 Integration Tools and Technologies


SAP offers several integration tools and technologies to integrate data. You
need to identify the right integration tool depending on the integration sce-
nario and system to be integrated. SAP IBP offers the following integration
tools and technologies:

쐍 SAP Cloud Platform Integration for data services

쐍 SAP HANA smart data integration

쐍 Supply chain integration add-on for SAP IBP (available for both SAP
S/4HANA and SAP ERP)
쐍 SAP IBP communication management

쐍 SAP Ariba Commercial Extended Markup Language (cXML) message

쐍 OData services

쐍 SAP Jam

쐍 Comma-separated value (CSV) file

Table 1.1 shows the mapping between integration scenarios with tools.

Time Series-Based Order-Based Other Integration


Integration Integration Scenarios
SAP IBP 쐍 SAP IBP for sales and Response and Collaboration,
Process operations supply planning logging, and
쐍 SAP IBP for demand (order-based sup- monitoring
ply planning)
쐍 SAP IBP for response and
supply (tactical planning)
Integration 쐍 SAP Cloud Platform SAP HANA smart 쐍 Direct connec-
Tools Integration for data data integration tion using cXML
services using OpenAPI 쐍 OData services
쐍 CSV file upload using the 쐍 RESTful web
Data Integration app service
쐍 OpenAPI

Table 1.1 Mapping between Integration Scenarios and Tools

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 8


1 Introduction to SAP Integrated Business Planning Integration

Time Series-Based Order-Based Other Integration


Integration Integration Scenarios
SAP SAP S/4HANA, SAP ERP, SAP S/4HANA, SAP SAP Ariba, SAP Jam,
Systems SAP APO, SAP Business ERP and other systems
Planning and Consolida-
tion (SAP BPC), and other
systems

Table 1.1 Mapping between Integration Scenarios and Tools (Cont.)

Basically, the integration scenario determines which integration tool you


use. Table 1.1 shows the mapping among processes, tools, and systems to be
integrated with SAP IBP. Tools are required for a specific integration need.
The SAP Cloud Platform Integration for data services and SAP HANA smart
data integration with OpenAPI tools cover two important scenarios, as dis-
cussed in Section 2.3.

SAP Cloud Platform Integration for Data Services


SAP Cloud Platform Integration for data services provides the platform to
integrate the simple master data as well as time series-based transactional
data. The master data (simple master data types) and the time series-based
transactional data are used by the following applications: SAP IBP for sales
and operations, SAP IBP for demand, SAP IBP for response and supply, and
SAP IBP for inventory.

The two components of SAP Cloud Platform Integration for data services
are as follows:

쐍 SAP Data Services agent


SAP Data Services agent provides a secure connection to the on-premise
and cloud systems. The agent can be downloaded and installed on a
standalone computer or on a virtual machine. Further information on
the configuration of SAP Data Services agent is detailed in the Set Up SAP
Cloud Platform Integration for Data Services section.

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1 Introduction to SAP Integrated Business Planning Integration

쐍 SAP Cloud Platform Integration server


The SAP Cloud Platform Integration server connects to SAP Data Services
agent through secure Hypertext Transfer Protocol-Secure Socket Layer
(HTTPS-SSL) and Remote Function Call (RFC) connections. The server is
provisioned by SAP, and the sizing of the servers is “one size fits all.”
There is no requirement to execute volume sizing of this server. Multiple
SAP Data Services agents can be configured and connected to one SAP
Cloud Platform Integration server. Following are some of the criteria to
configure multiple agents:
– One agent for test and another for production systems
– Backup agent in case of main agent failures
– Poor performance of one agent due to high data volume

Figure 1.2 shows SAP Cloud Platform Integration for data services web user
interface (UI).

Figure 1.2 SAP Cloud Platform Integration for Data Services Web UI

Before you log in to SAP Cloud Platform Integration for data services web
UI, install and configure the SAP Data Services agent. If you need help in
installing and configuring, the GET STARTED menu provides all the informa-
tion and help required.

Some of the challenges when integrating applications or systems include


representing the source and target systems with the correct system type
and achieving connectivity with different authentication methods. The tool
used to address these challenges must be able to logically group together

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 10


1 Introduction to SAP Integrated Business Planning Integration

different type of data loads and data flows, execute logically grouped data
flows, administer different users and their roles to use the tool, and monitor
the capabilities involved in data flow executions.

The web UI shown in Figure 1.2 has all these capabilities, and you can use the
following menu options, among others shown:

쐍 DASHBOARD
Allows users and administrators to monitor job executions.
쐍 PROJECTS
Allows users to create projects to group processes, tasks, and data flows
logically. In this context, processes are groups of tasks, tasks are group of
data flows that have the same source and target systems, and data flows
represent different source and target objects and their data transforma-
tions.
쐍 DATASTORES
Allows users to create the source and target systems, select system type,
and choose authentication methods to connect to the systems.
쐍 ADMINISTRATION
Allows administrators to manage users and their roles, such as adminis-
trator, developer, publisher, and so on.

SAP HANA Smart Data Integration


SAP HANA smart data integration provides the tools to integrate order-
based master data and transactional data. Response planning uses the
order-based master data (external master data types) and transactional
data.

Like SAP Data Services agent, SAP HANA smart data integration also needs a
Data Provisioning Agent to connect the on-premise systems to SAP IBP.
Unlike SAP Cloud Platform Integration for data services, the data provision-
ing server is built on the SAP HANA index server and is native to SAP HANA.
The SAP HANA smart data integration agent connects to the on-premise
system and SAP IBP through secure HTTPS/RFC connections.

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1 Introduction to SAP Integrated Business Planning Integration

Multiple adapters, such as ABAP, Java, C++, file adapters, database adapters,
and so on, can be used for transferring data through SAP HANA smart data
integration. In this E-Bite, however, the best practice ABAP adapter and file
adapter are predominantly discussed for connecting SAP IBP for response
and supply through SAP HANA smart data integration.

To connect the on-premise systems (SAP ERP or SAP S/4HANA) through SAP
HANA smart data integration, the supply chain integration add-on is
required for data extraction. For file adapters, a secure folder in a virtual
machine is required for data transfer. To connect an SAP IBP system to the
SAP HANA smart data integration data service agent, remote data sources
should be configured in SAP IBP. During the setup of the remote data
sources in SAP IBP, you define the adapter type that is used to integrate.
Near real-time integration is achieved by scheduling two application jobs
on the SAP IBP side: data integration using SAP HANA smart data integra-
tion (inbound) integrates the data into SAP IBP, and data integration using
SAP HANA smart data integration (outbound) integrates the data from SAP
IBP into SAP ERP or SAP S/4HANA.

Further detailed information on installation, setup, and usage is covered in


Section 2.4.

Supply Chain Integration Add-On


As specified in the previous section, to connect SAP IBP to an on-premise
system, either of the following must be installed on the on-premise system,
specific to the SAP IBP release: SAP ERP, supply chain integration add-on for
SAP Integrated Business Planning or SAP S/4HANA, supply chain integra-
tion add-on for SAP Integrated Business Planning.

The supply chain integration add-on can be used to integrate master data
and transactional data for both time series-based as well as order-based
data. To integrate time series-based data, the system uses predefined SAP
BW extractors on SAP S/4HANA or SAP ERP. The add-on provides standard
predefined and ready-to-use ABAP dictionary objects and ABAP program
objects that allow bidirectional integration.

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 12


1 Introduction to SAP Integrated Business Planning Integration

Figure 1.3 shows the architecture of the supply chain integration add-on.

SAP S/4HANA, SAP ERP

Application

Integration programs Outbound integration for


time series-based planning
BAdIs
SAP Cloud Platform
Data source
Integration for data
and extractors
services Agent
Staging tables
RFC functions

SAP HANA
Supply chain integration add-on for SDI Agent
SAP Integrated Business Planning

Bi-directional integration
for order-based planning

Figure 1.3 Supply Chain Integration Add-On

Like the SAP HANA smart data integration staging tables in SAP IBP, there
are equivalent SAP add-on staging tables in the supply chain integration
add-on for SAP ERP or SAP S/4HANA. There are different staging tables for
inbound and outbound master data and transactional data. The supply
chain integration add-on provides flexibility to transform integrated data
through Business Add-Ins (BAdIs) to realize nonsupported SAP IBP business
scenarios such as subcontracting, vendor-managed inventory, and material
requirements planning (MRP) areas.

Further details on the architecture and usage of the supply chain integra-
tion add-on are discussed in Section 2.2.

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1 Introduction to SAP Integrated Business Planning Integration

Note
The supply chain integration add-on support pack release cycle is the same as
the SAP IBP quarterly release cycles.

SAP IBP Communication Management


SAP IBP communication management configuration allows SAP IBP to
manage the connections to peripheral systems for data integration. Most of
the integration scenarios discussed in this section—SAP Cloud Platform
Integration for data services, OData services, SAP Jam, and so on—will
require communication management settings to be configured for data
integration. The multiple predefined communication scenarios that are
readily available for integration can be displayed through the Display Com-
munication Scenarios app in SAP IBP. The communication scenario type is
set to Managed by SAP for these predefined communication scenarios. This
is a mandatory step to define and complete the communication manage-
ment configuration.

Communication Users lists the user IDs that are used for integration. This
configuration requires a certificate for communication. Communication
System specifies the type, host name, and other authorization settings
required to represent a system for integration. For example, SAP Analytics
Cloud can be defined as a communication system in this app for integration
through OData services. The inbound and outbound user IDs can also be
maintained in the communication system. The Communication Arrange-
ment app brings the communication scenario, user, and system settings
together, along with the services associated with the communication
arrangement.

SAP Ariba cXML Message


SAP IBP can be integrated with SAP Ariba for supply chain collaboration of
forecasts, inventory levels, forecast commits, and so on. Planning data can

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 14


1 Introduction to SAP Integrated Business Planning Integration

be transferred between SAP IBP and the forecast add-on for SAP Ariba Sup-
ply Chain Collaboration for Buyers in cXML format.

The following steps are required to integrate with SAP Ariba:

1. Set up communication management in SAP IBP.


2. Define an authentication method in both systems (SAP IBP and SAP
Ariba).
3. Activate supplier enablement to establish a relationship with suppliers in
the forecast add-on for SAP Ariba Supply Chain Collaboration for Buyers.
4. Create a data sharing plan and arrangements in SAP IBP.

In Section 4, you’ll learn the necessary details for supply chain collaboration
and integration setup.

OData Services
OData services and Simple Object Access Protocol (SOAP) services allow the
integration of data directly from other peripheral systems, which requires
data to be transferred to and from SAP IBP without needing to use standard
integration tools such as SAP Cloud Platform Integration for data services
or SAP HANA smart data integration. For example, OData services can be
used if the peripheral systems require the extraction of master data and
transactional data directly into their native applications. Multiple OData
services are available in standard SAP IBP. OData services provide interfaces
for the following activities:

쐍 Extraction of master data and transactional data


OData service /IBP/EXTRACT_SRV extracts master data and transactional
data in JSON format.
쐍 Job scheduling through external scheduling tools
OData service BC_EXT_APPJOB_MANAGEMENT allows third-party external job
scheduling tools to schedule the jobs in SAP IBP.
쐍 External monitoring tools for exception handling
As of SAP IBP 1902, exception handling is possible through OData service

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1 Introduction to SAP Integrated Business Planning Integration

/IBP/LOG_VIEW_SRV. Critical business application jobs, such as heuristics


and optimizer runs, require careful monitoring, and exceptions can be
monitored and handled through this OData service.
쐍 Integration of business users from any external identity management
system
There are two SOAP services that allow uploading and downloading of
business users’ data: MANAGEBUSINESSUSERIN allows user creation in SAP
IBP, and QUERYBUSINESSUSERIN allows business user data to be read from
SAP IBP.

In addition to these OData services, there are services for integrating per-
mission filters and new product introduction, which are detailed further in
Section 7.3.

SAP Jam
In today’s world, collaboration is key for success, which is especially true for
supply chain planning. Integration with SAP Jam allows supply chain plan-
ners to collaborate across teams and business units to accomplish the fol-
lowing:

쐍 Exchange ideas.

쐍 Keep all stakeholders informed about the latest activities.

쐍 Align and make rapid decisions.

쐍 Improve planning results.

쐍 Manage sales and operations planning tasks.

Following are the important steps required in SAP Jam integration:

1. Create business users in SAP IBP.


2. These same users are created in identity providers serving SAP IBP.
3. Connect tenants of SAP IBP and SAP Jam.

Figure 1.4 shows a sample SAP Jam collaboration UI and tasks from the SAP
IBP Excel add-in.

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 16


1 Introduction to SAP Integrated Business Planning Integration

Figure 1.4 Sample SAP Jam Collaboration UI and Tasks from the SAP IBP Excel Add-In

CSV File
In exceptional cases, the standard tools and scenarios might not be enough
for integration. For example, you might have a one-time activity in which
you want to upload a small data set. In such scenarios, SAP IBP provides the
Data Integration Jobs app to upload the data in the CSV file format. The Data
Integration Jobs app can be used to upload the following items:

쐍 Master data

쐍 Key figure data

쐍 Time periods

쐍 Snapshots

Figure 1.5 shows an example of the Data Integration Jobs app.

The format of the CSV file can be downloaded through this app. The oper-
ation types to upload the listed data can be insert/update, replace, or de-
lete. This app also can be used to monitor all data integration jobs that are

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1 Introduction to SAP Integrated Business Planning Integration

integrated through SAP Cloud Platform Integration for data services, SAP
HANA smart data integration, or manual upload. Administrators can use
this app to monitor the status of the data integration job, execution start
time, total execution time, total records, successful records, and rejected re-
cords. You can download the logs to get the status of execution. The data in-
tegration jobs that are listed in the Data Integration Jobs app are persisted
in the system based on the SAP IBP Global Configuration app parameter
STAGCLEANUP, which is maintained in the Integration parameter group. You
can also purge these data integration jobs by scheduling the application job
via Purge Data Import Batch Operator through the Applications Jobs app.

Figure 1.5 Data Integration Jobs App

CSV file use cases are detailed further in Section 7.4.

1.3 Supply Chain Example


In this E-Bite, we’ll use the sample supply chain model shown in Figure 1.6.
In this example, you manufacture a finished product SAPIBPINT_FG_1 at
plant 1010 that requires components SAPIBPINT_COMP_1 and SAPIBPINT_
COMP_2. The ratio of finished goods to components bill of materials (BOM)

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 18


1 Introduction to SAP Integrated Business Planning Integration

is 1:1. In other words, to produce one piece of product SAPIBPINT_FG_1


requires one piece of SAPIBPINT_COMP_1 and SAPIBPINT_COMP_2. These
two components are sourced from supplier 13300003. The arrow marks
connecting the supply chain are transportation lanes. Transportations lanes
represent connections between the source and target as well as the material
flow, including lead time. NA_DC and EMEA_DC are two distribution cen-
ters that supply two regions, North America and Europe, respectively.

Customers
NA_CUST01

Tier 1
Plant
Supplier NA_DC

NA_CUST02
13300003 1010

SAPIBPINT_COMP_1 EMEA_CUST01
SAPIBPINT_FG_1
SAPIBPINT_COMP_2

EMEA_DC

EMEA_CUST02

Figure 1.6 Example Supply Chain

In the example, plant 1010, distribution centers NA_DC and EMEA_DC, and
supplier 13300003 are modeled as locations in SAP IBP. The BOM provides
the relationship between the finished goods and the components. Plant
1010 manufactures SAPIBPINT_FG_1 on a production line (routing) with the
help of an operation and a work center. This BOM information with routing,
operation, and work center is modeled as a production data structure in
SAP IBP.

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2 Integration with SAP S/4HANA or SAP ERP

2 Integration with SAP S/4HANA or SAP ERP


In this section, you’ll learn the different available strategies to integrate SAP
S/4HANA or SAP ERP. This section will cover the integration of master data
and transactional data for time series-based planning as well as order-based
planning. For time series-based data integration, there are multiple integra-
tion points. This section will provide the advantages and disadvantages of
these different integration points and the best practice approach.

SAP provides the supply chain integration add-on for SAP IBP to integrate
with SAP S/4HANA or SAP ERP. We’ll start by looking at the different inte-
gration strategies and then move on to the architecture and details of the
supply chain integration add-on for SAP IBP.

2.1 Different Integration Strategies


The integration with SAP S/4HANA or SAP ERP can be broadly classified into
outbound integration and inbound integration. Outbound integration rep-
resents the data transferred out of the system, and inbound integration rep-
resents the data coming into the system. For example, if the data flow is
from a SAP S/4HANA system to SAP IBP, then the integration in the SAP
S/4HANA system will be called outbound, and the integration for SAP IBP
will be called inbound.

Outbound Integration
Figure 2.1 shows the different SAP S/4HANA and SAP ERP outbound integra-
tion strategies, such as integrating master data and transactional data using
SAP Cloud Platform Integration for data services or SAP HANA smart data
integration. SAP Cloud Platform Integration for data services uses the sup-
ply chain integration add-on, SAP BW extractors, and data files, whereas SAP
HANA smart data integration uses only the supply chain add-on for SAP IBP.

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2 Integration with SAP S/4HANA or SAP ERP

SAP S/4HANA
or SAP ERP Firewall Firewall SAP Integrated
Business Planning

Custom ABAP
Data file
program
SAP Cloud Platform
Direct extraction Integration for data
SAP Cloud services staging
SAP Cloud Platform Platform tables
Custom ABAP
program Integration for data Integration
Application services agent for data
tables services
SAP BW extractors Application tables
ABAP/file
adapter
Supply chain
integration add-on
Order-based
SAP HANA
planning staging
SDI agent
tables (open API)

Figure 2.1 SAP S/4HANA and SAP ERP Outbound Integration Strategies

The options currently available for outbound integration from SAP S/4HANA
or SAP ERP to SAP IBP for time series-based data are as follows:

쐍 Data file integration


The two systems can be integrated through SAP Cloud Platform Integra-
tion for data services by downloading a file from the SAP S/4HANA or SAP
ERP system into a file path on a virtual machine or on a standalone sys-
tem and then uploading that file to the SAP IBP system. The download of
the data files can be executed through ABAP programs. The SAP Cloud
Platform Integration for data services tasks can be configured to read the
data files and upload them to the SAP IBP system. This option requires
ABAP programs, and maintaining the programs and files is a disadvan-
tage. However, this option can be used for configuration data that needs
a one-time data load.
쐍 SAP Cloud Platform Integration for data services direct extraction
During the SAP Cloud Platform Integration for data services task and the
data flow creation, a direct database query can be executed on the SAP
S/4HANA or SAP ERP source tables. A join of more than one database table

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can be executed to extract data. In this case, SAP Cloud Platform Integra-
tion for data services executes a SQL query directly on the database table
on the source system. Such an extraction through a direct SQL query
reduces maintenance of the objects and is a relatively easy implementa-
tion, but if the source table volume is very high, this method may be per-
formance intensive.
쐍 SAP Cloud Platform Integration for data services custom ABAP (ABAP
endpoint)
Custom ABAP can be used in the task and the data flow creation in SAP
Cloud Platform Integration for data services, which, in turn, generates an
ABAP program on the SAP S/4HANA or SAP ERP source system that is
included in the change request of the transport organizer in SAP S/4HANA
or SAP ERP. When the SAP Cloud Platform Integration for data services
tasks are promoted from test to production, this generated ABAP program
must also be transported to the production system. Although custom
ABAP provides better performance and better control of the data selection
from the source system, it involves increased maintenance of ABAP pro-
grams. Any changes in the SAP Cloud Platform Integration for data ser-
vices task and data flow may result in custom ABAP program changes, so
care should be taken to ensure that the generated program and the ABAP
programs are in sync.
쐍 SAP BW extractors
SAP BW extractors can be used to extract the data from SAP S/4HANA or
SAP ERP. The data store objects (DSOs) and extractors can be configured
through SAP BW transactions. This method involves increased mainte-
nance of extractors. The runtimes of the SAP BW extractors can be consid-
erable if the data volumes are huge, increasing the overall runtime of the
SAP Cloud Platform Integration for data services tasks and data flow.
쐍 Supply chain integration add-on
The supply chain integration add-on is a standard add-on for SAP S/4HANA
and SAP ERP systems for integration. This add-on, which we’ll cover in
Section 2.2, is the best practice solution for integrating between these two
systems.

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2 Integration with SAP S/4HANA or SAP ERP

For order-based planning integration, the SAP HANA smart data integra-
tion agent can be used with this add-on. The two different adapters were
shown earlier in Figure 2.1.

Inbound Integration
Figure 2.2 shows the different integration strategies for inbound SAP S/4HANA
or SAP ERP integration. SAP Cloud Platform Integration for data services
uses web services and data files for inbound integration, whereas SAP
HANA smart data integration uses only the supply chain integration add-
on.

Firewall Firewall
SAP S/4HANA
or SAP ERP SAP Integrated
Business Planning

ABAP
Data file
program
SAP Cloud
SAP Cloud Platform Platform
Web service Integration for data Integration
Application services agent for data
tables services
Application tables
Supply chain ABAP/file
integration add-on adapter

SAP HANA
SDI agent

Figure 2.2 SAP S/4HANA or SAP ERP Inbound Integration Strategies

Transactional data is relevant for inbound integration. There are some


exceptional scenarios where master data might be integrated from SAP IBP
to SAP S/4HANA or SAP ERP. For example, safety stock calculations can be
derived by inventory planning, which might be required in the material
master in SAP S/4HANA or SAP ERP.

Currently, web services are required for any integration if the target system
is an SAP S/4HANA or SAP ERP system. The other option is to use the data

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file upload. The best practice approach is to use web services, but data file
integration can be used in exceptional cases.

The options for inbound integration from SAP IBP to SAP S/4HANA or SAP
ERP for time series-based data are as follows:

쐍 Web services using a Business Application Program Interface (BAPI)


If a web service exists in the SAP S/4HANA or SAP ERP system, it can be
used for integration. Use Transaction SOAMANAGER to search for exist-
ing web services. If there are no standard web services, then a custom web
service can be created that can then use the standard BAPI to integrate
data. For example, standard BAPIs can be used to create planned orders
(BAPI_PLANNEDORDER_CREATE), purchase requisitions (BAPI_REQUISITION_
CREATE), planned independent requirements (BAPI_PIRSRVAPS_SAVE-
MULTI), and so on. In such cases, create a web service for these BAPI func-
tions, and use this as the target in the SAP Cloud Platform Integration for
data services data flow.
쐍 Data file integration
This integration method involves downloading the integration data from
the SAP IBP source system into a file through SAP Cloud Platform Integra-
tion for data services. This file can be retrieved via a custom program in
SAP S/4HANA or SAP ERP and then integrated into its applications. This
method involves implementation and maintenance efforts on the SAP
S/4HANA or SAP ERP ABAP extraction programs, but allows the flexibility
to control and transform the integrated data.
쐍 Web service upload to the supply chain integration add-on
The web service along with outbound custom staging tables can be used
for data upload. In this method, a custom web service can be created in the
SAP S/4HANA or SAP ERP system, and the integrated data can be trans-
formed and updated into the inbound custom staging tables using the
web service function. A custom program can be used to move this to the
supply chain integration add-on staging tables. The standard programs
and transactions available in the add-on can then be used to convert this
integrated data into the application data. Here the maintenance is mini-

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2 Integration with SAP S/4HANA or SAP ERP

mal, and the implementation cycle is faster because most of the data inte-
gration can be handled within the standard supply chain integration add-
on. However, care should be taken to ensure the consistency of order data
while using this in conjunction with SAP HANA smart data integration.

Note
For inbound integration, the standard supply chain integration add-on has
functionality to convert orders such as sales order confirmations, purchase req-
uisitions, planned orders, and stock transfer requisitions. If any other master
data or any other transactional data needs to be integrated, then these conver-
sion programs aren’t yet part of the standard. In this case, the other options—
web service using a BAPI or data file upload/download—should be considered.

2.2 Setting Up the Supply Chain Integration


Add-On for SAP IBP
Figure 2.3 shows the architecture of the supply chain integration add-on.

SAP S/4HANA
or SAP ERP

Initial load for MD BAdIs for Extractors


master data (for time series
Program triggers transformation Integration)
for MD
Staging
Application tables
tables Open API for order-
Initial load for TD
BAdIs for based planning
transactional data integration
Program triggers transformation
for TD

Legend:
MD: Master data | TD: Transactional data | BAdI: Business add-in

Figure 2.3 Architecture Diagram of the Supply Chain Integration Add-On

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The supply chain integration add-on consists of staging tables for master data
and transactional data. For transactional data, the inbound and outbound
staging tables are normal ABAP dictionary tables that contain all the data
integrated into SAP IBP. The supply chain integration add-on has all the
required SAP transactions, OpenAPI functions, and ABAP reports to inte-
grate master data and transactional data. The staging tables and their corre-
sponding BAdIs will be discussed in the Business Add-Ins section.

The steps to set up and configure the integration model, including loading
master data and transactional data, are executed in SAP S/4HANA or SAP
ERP. To get started, you’ll need to define an integration model. After the
integration model is defined, you can execute the initial load of planning-
relevant master data and its corresponding transactional data. The supply
chain integration add-on also provides functionality to reconcile, delete,
and monitor the integrated data.

Define Integration Model


To define the integration model, follow these steps:

1. Go to Transaction /IBP/ECC_INT_MOD1, or navigate to SAP Menu 폷 Logis-


tics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Integrated Busi-
ness Planning 폷 Integration Model 폷 Define 폷 Define Plants.
2. Specify the plants that you want to integrate to SAP IBP. All the plant-
related master data and transactional data integration validates whether
the plant is maintained in the Define Plants configuration. Save this set-
ting.
3. Navigate back to the same menu path, but this time, select Define MRP
Types or go to Transaction /IBP/ECC_INT_MOD2.
4. Specify the MRP Types that are relevant for integration. All the materials
that have the MRP types maintained in this configuration are integrated
to SAP IBP. The MRP type of the materials are maintained in the MRP 1
view in the material master maintenance Transactions MM01/MM02.
Configure this setting and save the data.

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2 Integration with SAP S/4HANA or SAP ERP

5. To integrate planning-relevant configuration data such as material groups,


unit of measure, and so on, go to Transaction /IBP/ECC_MDCKTABFILL,
or navigate to SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Plan-
ning Interface 폷 Integrated Business Planning 폷 Integration Model 폷 Data
Transfer 폷 Configuration 폷 Integrate Configuration Data To IBP.
6. Select the Integrate Configuration Data checkbox, and execute this trans-
action. This transaction loads planning-relevant configuration data from
SAP S/4HANA or SAP ERP into the staging tables, including material
types, unit of measure, MRP controllers, purchasing organizations, cus-
tomer classifications, calendars, currency settings, and so on.
7. Execute this transaction, and click the Back button.

For daily loads, the supply chain integration add-on works on business
transaction events (BTEs) to load the master data and transactional data to
the staging tables. The BTE for SAP IBP can be activated through the Trans-
action SPRO menu by choosing Integration with Other SAP Components 폷
Integrated Business Planning 폷 Activate BTE Application.

Initial Load of Master Data


To integrate master data into the staging tables, navigate to SAP Menu 폷
Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Integrated
Business Planning 폷 Integration Model 폷 Data Transfer 폷 Initial Load of Master
Data. The transactions that are available in this SAP menu should be exe-
cuted during the cutover to do an initial load.

To integrate locations, go to Transaction /IBP/ECC_INT_LOC, or navigate to


SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷
Integrated Business Planning 폷 Integration Model 폷 Data Transfer 폷 Initial Load
of Master Data 폷 Integrate Locations to IBP. This transaction allows you to
integrate locations such as plants, distribution centers, vendors, and cus-
tomers. When integrating plants, specify only those plants that were main-
tained in SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning
Interface 폷 Integrated Business Planning 폷 Integration Model 폷 Define 폷 Define
Plants. Execute the transaction to update the locations staging table /IBP/

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LOC_EXT. Similarly, to integrate vendors and customers, specify the vendors


and customers selection fields in the transaction. Select the Initial Load
radio button to execute the transaction. Navigate back to the SAP Menu.

To integrate materials, go to Transaction /IBP/ECC_INT_MAT, or navigate to


SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷
Integrated Business Planning 폷 Integration Model 폷 Data Transfer 폷 Initial Load
of Master Data 폷 Integrate Materials to IBP.

Figure 2.4 shows the Integrate Materials to IBP screen.

Figure 2.4 Integrate Materials to SAP IBP Transaction

This transaction will update the materials staging tables /IBP/MARA_EXT


(Basic Material Data), /IBP/MARC_EXT (Material Plant Data), and /IBP/MAKT_
EXT (Material Descriptions). Only those materials that have the right MRP
types and plants maintained in the integration model will be transferred to
the staging tables. Figure 2.4 shows an example screenshot of integrating
the materials. To improve the runtime and performance of this transaction,
you can also specify the following:

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2 Integration with SAP S/4HANA or SAP ERP

쐍 Block Size
Limits the number of materials processed within a single dialog work pro-
cess.
쐍 Number of Parallel Processes
Specifies the number of dialog work processes that this transaction can
use for parallel processing.
쐍 Server Group
Specifies the server group name on which the parallel threads will be pro-
cessed.

If you want to have a default value for the parallel processing, use the Cus-
tomizing Transaction SPRO menu, Integration with Other SAP Components 폷
Integrated Business Planning 폷 Adjust Parallel Processing. Execute this trans-
action, and navigate back to the SAP Menu.

To integrate transportation lanes, go to Transaction /IBP/ECC_INT_TLANE,


or navigate to SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning
Interface 폷 Integrated Business Planning 폷 Integration Model 폷 Data Transfer 폷
Initial Load of Master Data 폷 Integrate Transportation Lanes to IBP. This trans-
action allows you to integrate purchasing info records (Transactions ME11/
ME12) 1 as transportation lanes to staging table /IBP/TLANE_EXT 2. Figure
2.5 shows the side-by-side screenshots of these transactions.

Specify the filtering criteria of Material, Plant, Purch. Organization, and Ven-
dor. Purchasing info records of only those materials, plants, and vendors
defined in the integration model will be selected for transportation lane
integration. Important fields that are relevant for planning, such as pur-
chasing info record number, planned delivery time in days, info record
type, purchasing organization, and validity dates, are automatically consid-
ered during the update.

This transaction also allows delta mode, which works based on change
pointers that are activated for the message type /IBP/ECC_SRC in Transac-
tion BD50 (Activate Change Pointers for Message Type). If this Customizing
setting is activated, change pointers will be recorded for any new changes to
the relevant purchasing info record. When this Delta Load option is selected

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as the Transfer Mode, the system uses these change pointers to read only
those purchasing info records that have been changed or newly created.
Transaction /IBP/ECC_INT_TLANE (Integrate Transportation Lanes to IBP)
can be executed daily with the transfer mode set to Delta Mode to improve
the overall performance and reduce the runtime of the transaction. To
reduce the total memory used by this transaction, the system uses the Block
Size setting to read purchasing info records in blocks.

Figure 2.5 Integrating Purchasing Info Record Transactions as Transportation Lanes


in SAP IBP

Between two physical locations, such as plants, distribution centers, ven-


dors/ suppliers and customers, there are multiple modes of transport to
deliver the finished goods. The mode of transport can be by road (trucks),
by sea (ships), or by air (planes). They have different transportation dura-
tions (lead times) for transporting the goods between the two physical loca-
tions. During planning and depending on the required delivery date of the

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2 Integration with SAP S/4HANA or SAP ERP

customer, these alternative modes of transport can be used to meet the


delivery Service Level Agreements (SLAs).

In your business scenario, you can maintain your mode of transport in


Transaction /IBP/ECC_MOT or via SAP Menu 폷 Logistics 폷 Central Functions 폷
Supply Chain Planning Interface 폷 Integrated Business Planning 폷 Maintain
Master Data 폷 Transportation Lane 폷 Mode of Transport Maintenance.

You can also maintain the mode of transport rules that can be derived
between the locations through Transaction /IBP/ECC_MOTDECISION or via
SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷
Integrated Business Planning 폷 Maintain Master Data 폷 Transportation Lane 폷
Mode of Transport Rule Maintenance.

In Transaction /IBP/ECC_MOT, you can specify the Transport Duration and


the Transport Duration Source. You can also specify different rules for the
mode of transportation, as shown in Figure 2.6.

Figure 2.6 Mode of Transport Rule Maintenance

Different transportation durations can be maintained. During the integra-


tion of transportations lanes, the most specific rule from this transaction is
determined.

It’s possible that no purchasing info record exists, but you need a transpor-
tation lane for planning purposes. One such example is stock transfers
between plants and distribution centers. In such cases, execute Transaction
/IBP/ECC_TLANE (Transportation Lane Maintenance), or navigate to SAP
Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Inte-
grated Business Planning 폷 Maintain Master Data 폷 Transportation Lane 폷
Transportation Lane Maintenance.

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Transaction /IBP/ECC_TLANE allows you to create, change, and delete trans-


portation lanes. Deletion of transportation lane sets the Deletion flag to
ensure that SAP IBP doesn’t consider these transportation lanes during
planning.

Figure 2.7 shows the example data for Transaction /IBP/ECC_TLANE.

Figure 2.7 Transportation Lane Maintenance Transaction

Navigate back to the SAP Menu after maintaining the transportation lanes.
To integrate work centers, go to Transaction /IBP/ECC_INT_WC, or navigate
to SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷
Integrated Business Planning 폷 Integration Model 폷 Data Transfer 폷 Initial Load
of Master Data 폷 Integrate Work Centers to IBP.

Transaction /IBP/ECC_INT_WC allows for integration of work centers


(Transaction CR01/CR02) in SAP S/4HANA or SAP ERP as resource capacities
in SAP IBP. Executing this transaction updates staging table /IBP/RESHEAD_
EXT with the resource header data. The resource name is a text concatena-
tion of the work center name in SAP S/4HANA or SAP ERP, plant number,
and the capacity category number. Staging table /IBP/RESCAPA_EXT is filled
with the available resource capacity based on the work center capacity that
is maintained for the work center in Transactions CR01/CR02. The resource
description is updated in staging table /IBP/RESDESC_EXT. Execute this
transaction, and then navigate back to the SAP Menu.

To integrate routing and a BOM as the production source of supply, go to


Transaction /IBP/ECC_INT_PDS, or navigate to SAP Menu 폷 Logistics 폷 Central
Functions 폷 Supply Chain Planning Interface 폷 Integrated Business Planning 폷
Integration Model 폷 Data Transfer 폷 Initial Load of Master Data 폷 Integrate Pro-
duction Source of Supply to IBP.

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Transaction /IBP/ECC_INT_PDS allows for the integration of BOMs (Trans-


actions CS01/CS02), routing (Transactions CR01/CR02), and operations with
work centers as the production source of supply or production data struc-
tures to SAP IBP. For this transaction to work, the production version should
be maintained in the material master maintenance (Transaction MM01/
MM02) MRP 4 view. It’s possible for one finished good to have multiple pro-
duction versions, but each production version is transferred as a separate
source of supply to staging tables /IBP/SOSHEAD_EXT, /IBP/SOSRES_EXT, and
/IBP/SOSBOM_EXT. The source of supply IDs is text concatenation of the
material number, plant, production version, and source of supply type. Nor-
mally, the source of supply type is set to S (supply network planning type).

This transaction maps and updates the production data structures as follows:

쐍 The routing header and the BOM header material as the production
source of supply header replication table /IBP/SOSHEAD_EXT
쐍 BOM material components in replication table /IBP/SOSBOM_EXT

쐍 Routing operations as the source of supply activity in replication table


/IBP/SOSACT_EXT
쐍 Operation work center capacity as the source of supply capacity demand
in replication table /IBP/SOSRES_EXT

Similar to Transaction /IBP/ECC_INT_TLANE (Integrate Transportation


Lanes to IBP), Transaction /IBP/ECC_INT_PDS also works based on delta
mode with the Change Transfer setting.

Before using Transaction /IBP/ECC_INT_PDS (Integrate Production Source


of Supply to IBP), execute Transaction PDS_MAINT, or navigate to SAP Menu 폷
Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Integrated
Business Planning 폷 Maintain Master Data 폷 Location Material 폷 Maintain Addi-
tional Data for Production Data Structure.

This transaction should be executed to ensure that the fixed bucket con-
sumption and the variable bucket consumption capacities are maintained
correctly in the operations data.

Figure 2.8 shows the Maintain Additional Data for Production Data Structures
screen to maintain the bucket consumptions setting.

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Figure 2.8 Maintain Additional Data for Production Data Structure Transaction

Now you’ve completed the transfer of the master data to the SAP IBP staging
tables.

Load Outbound Transactional Data


After the initial load of the master data is completed, the transactional data
can now be transferred to the supply chain integration add-on staging
tables for outbound integration. This integrated data is transferred from
SAP S/4HANA or SAP ERP to SAP IBP.

To load transactional data for the first time, execute Transaction /IBP/ECC_
INT_TRANS, or navigate to SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply
Chain Planning Interface 폷 Integrated Business Planning 폷 Data Transfer 폷 Initial
Load of Transactional Data 폷 Initial Load of Orders and Stocks.

This transaction updates transactional data such as sales orders, inbound/


outbound deliveries, purchase orders, advanced shipping notifications, pur-
chase requisitions, planned orders, and production orders to the replication
table /IBP/ORDER_EXT; goods movements/stock data to table /IBP/STOCK_
EXT; and the sales order field catalog to table /IBP/SLDFCAT_EXT. All the
orders that are relevant based on the integration models are loaded as an ini-
tial update into these staging tables. For newly created orders after the proj-

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2 Integration with SAP S/4HANA or SAP ERP

ect cutover phase is completed, the data is loaded to these staging tables
automatically through BTEs. During the BTEs execution, the staging tables
are loaded in an update task, which doesn’t reduce the performance of the
business transactions. For example, when a sales order is created and saved,
the execution time of the sales order save isn’t impacted by the loading of
replication tables /IBP/ORDER_EXT and /IBP/SLDFCAT_EXT.

Figure 2.9 shows the Initial Load of Orders And Stock screen where you can
make the necessary selections.

Figure 2.9 Selection Screen of the Initial Load of Orders and Stock Transaction

Similar to Transaction /IBP/ECC_INT_TLANE (Integrate Transportation


Lanes to IBP), Transaction /IBP/ECC_INT_TRANS (Initial Load of Orders and
Stock) can also be executed in parallel mode.

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Load Inbound Transactional Data


Transaction /IBP/ECC_INB_ORD converts the uploaded data in staging
table /IBP/ORDER_O_EXT into the SAP S/4HANA or SAP ERP applications. The
staging table is filled when the outbound SAP HANA smart data integration
application job is executed in SAP IBP, as explained in the Configure SAP
Integrated Business Planning Remote Data Source section.

To load inbound transactional data from the staging table to the applica-
tion, execute Transaction /IBP/ECC_INB_ORD or navigate to SAP Menu 폷
Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Integrated
Business Planning 폷 Data Transfer 폷 Send and Receive Data 폷 Order Inbound.

All the order-based data is loaded either from SAP HANA smart data integra-
tion or SAP Cloud Platform Integration for data services into staging table
/IBP/ORDER_O_EXT. Normally, planned documents such as purchase requisi-
tions, planned orders, and stock transfer requisitions are uploaded into this
staging table.

Figure 2.10 shows the selection screen of Transaction /IBP/ECC_INB_ORD


(Order Inbound).

Figure 2.10 Selection Screen of the Order Inbound Transaction

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2 Integration with SAP S/4HANA or SAP ERP

Similar to Transaction /IBP/ECC_INT_TLANE (Integrate Transportation


Lanes to IBP), Transaction /IBP/ECC_INB_ORD allows parallel processing to
improve the performance by reducing the usage of memory and execution
runtimes. The selection screen doesn’t have the selection based on material
or plant because the business process requires all the transactional data to
be converted and available in near real-time in the SAP S/4HANA or SAP ERP
applications. But uploading selective data to this replication table is possi-
ble through SAP HANA smart data integration or SAP Cloud Platform Inte-
gration for data services.

Some documents uploaded to this replication table might not update suc-
cessfully in the applications due to various application-specific reasons. In
such cases, the entries in replication table /IBP/ORDER_O_EXT remain with
error messages. These errors are visible in Transaction /IBP/ECC_INB_ORD
(Order Inbound) after the execution. If you want to monitor and reprocess
such erroneous documents, use the Order Inbound Monitor via SAP Menu 폷
Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Integrated
Business Planning 폷 Data Transfer 폷 Send and Receive Data 폷 Order Inbound
Monitor.

Reconcile Transactional Data


Due to update failures, documents might not be updated into the outbound
staging tables /IBP/ORDER_EXT, /IBP/SLDFCAT_EXT, and /IBP/STOCK_EXT. In
such situations, you can reconcile the transactional data by executing
Transaction /IBP/ECC_REC_TRANS or by navigating to SAP Menu 폷 Logistics 폷
Central Functions 폷 Supply Chain Planning Interface 폷 Integrated Business Plan-
ning 폷 Data Transfer 폷 Reconciliation of Transactional Data 폷 Reconciliation of
Orders and Stock.

The selection screen of this transaction is like Transaction /IBP/ECC_INT_


TRANS (Initial Load of Orders and Stock). Based on the selection criteria, the
transaction first deletes all the selected data from staging tables /IBP/
ORDER_EXT, /IBP/SLDFCAT_EXT, and /IBP/STOCK_EXT and then reloads the
staging tables from the SAP S/4HANA or SAP ERP application tables.

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Deletion
As part of the data lifecycle, some of the master data and transactional data
becomes obsolete and isn’t relevant for planning. To delete the obsolete
data from the staging table, use the deletion Transaction /IBP/ECC_DEL_
ALL, or navigate to SAP Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain
Planning Interface 폷 Integrated Business Planning 폷 Data Transfer 폷 Deletion 폷
Delete Master Data and Transactional Data from IBP.

The master data can be deleted only after the relevant transactional data is
deleted from the system. For example, if you want to delete the master data,
the transactional data relevant to this master data should be deleted first.

Figure 2.11 shows the Delete Master Data and Transactional Data from IBP
selection screen.

Figure 2.11 Delete Master Data and Transactional Data from SAP IBP Screen

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2 Integration with SAP S/4HANA or SAP ERP

There are three tabs for data deletion:

쐍 Location
This tab allows the deletion of plant/distribution centers, vendors, and
customers. There are multiple deletion modes to delete the location mas-
ter data, as follows:
– All Selected: Deletes the plant specified in the plant selection.
– Not in Integration Model: Deletes those plants that aren’t part of the
integration model.
– No Deletion: Selected plants aren’t deleted. This deletion mode is the
default mode to ensure that data isn’t deleted by mistake.
– Consider Deletion Flag: Deletes the data based on the deletion flag set in
the staging tables.

Note
The deletion mode explained is specific for location master data. Similar dele-
tion mode also exists for work center and material-dependent objects sub
screens. The deletion mode explained also can be generalized to these sub
screens.

쐍 Work Center
This tab allows users to delete work centers. To delete a work center, all
the production data structures that have the work center as the resource
should be deleted first.
쐍 Material-Dependent Objects
This tab allows users to delete material-dependent master data and trans-
actional data objects. Caution should be exercised that the deletion of the
data is agreed upon by the business users. This report normally isn’t
scheduled as a batch job and is executed on an ad hoc basis.

In some order-based planning scenarios, the master data and transactional


data might not be relevant for planning, but the business users might need
it to view the historical data in the SAP IBP system. In such scenarios, rather
than deleting the data from SAP IBP, the replication tables provide the

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option to mark such data as Planning non-relevant. The planning nonrele-


vant data is still integrated to SAP IBP, but the planning application jobs in
SAP IBP don’t consider this data for planning.

Caution
Only users who have administrative rights should be allowed to delete master
data or transactional data from SAP IBP.

Monitoring
All the transactions to integrate master data and transactional data are capa-
ble of creating application logs. The application logs can be saved by setting
the Save Log option in the selection screen of the supply chain planning inter-
face transactions. These logs can be accessed and analyzed by choosing SAP
Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Inte-
grated Business Planning 폷 Monitoring 폷 Analyze Application Log.

Figure 2.12 shows the Analyze Application Log selection screen.

Figure 2.12 Analyze Application Log Screen

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2 Integration with SAP S/4HANA or SAP ERP

For Object /IBP/ECC_INT, there are multiple subobjects. Based on the type of
master data or transactional data, you can choose the Subobject in the selec-
tion screen and provide the From (Date/Time) and To (Date/Time). On execu-
tion of this transaction, the system will display all the relevant logs.

These application logs grow in volume if the application logs are switched
on. These logs can be deleted periodically as a batch job by choosing SAP
Menu 폷 Logistics 폷 Central Functions 폷 Supply Chain Planning Interface 폷 Inte-
grated Business Planning 폷 Monitoring 폷 Delete Application Log.

Business Add-Ins
Many nonsupported business scenarios are possible in SAP S/4HANA and
SAP ERP that might require data transformation to allow SAP IBP to plan.
For example, as of SAP IBP 1905, the subcontracting scenario and planning
with MRP areas aren’t supported. For the subcontracting scenario, planning
of materials and its packaging is executed by the manufacturers. The sub-
contractor will execute the operations to package the finished goods by pro-
curing the material and its packaging from the manufacturer. In such a sce-
nario, vendors from SAP S/4HANA or SAP ERP must be integrated as plants
into SAP IBP to allow planning on the subcontracting vendor.

The subcontracting scenario involves transformation of the vendor as plant


in SAP IBP. Materials should be created at the transformed vendor, which is
represented in SAP IBP as a plant. Subcontracting transactional data that is
integrated from SAP IBP to SAP S/4HANA or SAP ERP must be mapped as
subcontracting purchase requisitions.

Similarly, MRP areas currently aren’t supported in SAP IBP. To allow SAP IBP
to plan on MRP areas, the MRP areas need to be integrated as plants in SAP
IBP. The standard supply chain integration add-on transactions might not
have all the fields for filtering the data to be integrated. For example, Trans-
action /IBP/ECC_INT_MAT (Integrate Materials to IBP) doesn’t have mate-
rial type or MRP controller as filters.

To realize such scenarios in SAP IBP and to have transformation and filtering
capabilities, the supply chain integration add-on has BAdIs in the master

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data and transactional data for this purpose. The master data and transac-
tional data outbound BAdIs are executed before the master data and trans-
actional data are updated in the supply chain integration add-on staging
tables. For example, to transform the subcontracting vendor to be mapped
as a plant in SAP IBP, use the /IBP/ECC_SAVE_LOCATION BAdI. This BAdI is
called before the data is updated into staging table /IBP/LOC_EXT.

This BAdI has three methods:

쐍 SAVE_LOCNO
The location number can be changed in this method.
쐍 SAVE_LOC
The /IBP/LOC_EXT fields can be transformed in this method. As of the SAP
IBP 1905 release, this method has been deprecated.
쐍 SAVE_LOC_MASS
This is like the SAVE_LOC method, but it’s used for mass changes where
more than one location can be transformed.

Note
Similar to the BAdI explained for location master data, there are BAdIs for other
master data objects that are self-explanatory. You can find a list of BAdIs in
Transaction SPRO by choosing Integration with Other SAP Components 폷 Inte-
grated Business Planning 폷 Business Add-Ins (BAdI). If there are any fields that
don’t exist in the staging tables, then the custom fields of the staging tables
can be used, and their field values can be updated through the BAdIs. These
staging tables also can be enhanced to have more custom fields whose data can
be updated through this BAdI.
Note, however, that these added custom fields can’t be integrated to SAP HANA
smart data integration, but they can be integrated through SAP Cloud Platform
Integration for data services. More information on this is provided in Section 2.3.

Transaction data inbound BAdIs are executed during the execution of


Transaction /IBP/ECC_INB_ORD (Order Inbound). BAdIs that are available
for data filtering and transformation are as follows:

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2 Integration with SAP S/4HANA or SAP ERP

쐍 /IBP/ECC_MODIFY_PREQ
Data transformation for purchase requisition integrated from staging
table /IBP/ORDER_O_EXT to SAP S/4HANA or SAP ERP purchasing.
쐍 /IBP/ECC_MODIFY_PLANNED_ORDER
Data transformation for planned orders integrated from staging table
/IBP/ORDER_O_EXT to SAP S/4HANA or SAP ERP production.

2.3 Integration for Tactical and Time Series-Based


Planning
In the previous section, you learned about different inbound/outbound in-
tegration strategies for time-series data between SAP IBP and SAP S/4HANA
or SAP ERP. To enable time series-based data integration, you’ll need to set
up SAP Cloud Platform Integration for data services. The following sections
describe setup and interface development details.

Set Up SAP Cloud Platform Integration for Data Services


To set up and configure SAP Cloud Platform Integration for data services,
you need to install SAP Data Services agent, set up the supply chain integra-
tion add-on, and enhance the add-on selection structures. The following
sections provide further details.

Install SAP Data Services Agent


SAP Data Services agent installation is required to connect on-premise
systems with SAP Cloud Platform Integration and ensure secure connectiv-
ity between on-premise systems and SAP Cloud Platform Integration. SAP
Data Services agent can be installed on on-premise Microsoft Windows or
Linux servers. You can have multiple SAP Data Services agents to handle
large-volume scenarios or to support failover. SAP Data Services agent
should be accessible and in running state during integration. If the agent is
installed on a machine running the Windows operating system (OS), by de-

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fault, the agent is installed in the C:\Program Files\SAP\DataServicesAgent


path.

Note
On Windows systems, support is restricted to a single agent on one system.

To begin the process of installation, go to the SAP ONE Support Launchpad


(https://launchpad.support.sap.com), and search for “SAP Data Services
agent” under Downloads. In the results list, click on SAP Data Services OD
Agent to view the latest available patches. Download the most recent patch,
and follow the steps given in the SAP Data Services Agent Guide (https://
help.sap.com/cpi_ds) to complete the installation and configuration of SAP
Data Services agent. Note that you’ll have to create an RFC destination for
SAP Cloud Platform Integration for data services within the SAP S/4HANA
or SAP ERP system using Transaction SM59. Figure 2.13 shows the SAP Cloud
Platform Integration for data services download page.

Figure 2.13 Downloading SAP Cloud Platform Integration for Data Services Agent

After the agent installation, you can configure the agent by selecting the
configure agent program from the Windows menu path: Start Menu 폷 Pro-
grams 폷 SAP Data Services Agent 폷 Configure Agent.

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Data Flow and the Supply Chain Integration Add-On


Figure 2.14 shows the data flow between SAP IBP and SAP S/4HANA or SAP
ERP for time series-based data integration. Before starting development of
the SAP Cloud Platform Integration for data services interfaces, you need
to ensure that the time series-based planning area is set up in SAP IBP and
that the application/staging tables are successfully activated. From the
source system (SAP S/4HANA or SAP ERP), identify the list of data objects to
be integrated.

SAP Cloud Platform


Integration for
SAP S/4HANA
data services SAP Integrated
or SAP ERP
Firewall Firewall Business Planning

Custom ABAP Mapping


Data file
program templates
Direct extraction

Mapping
Custom ABAP SAP Cloud Platform
content
program Integration for
Application
data services
tables
SAP BW extractors agent
Application
tables
Supply chain Integration jobs
integration add-on
Staging
tables

Figure 2.14 SAP Cloud Platform Integration for Data Services Architecture and Data Flow

The supply chain integration add-on provides extractors and an extractor


framework to integrate relevant master data and transactional data. Follow-
ing are the extractors:

쐍 /IBP/S_ETS_CAPASUPPLY_KF_ALL

쐍 /IBP/S_ETS_LOCATION_ATTR_ALL

쐍 /IBP/S_ETS_LOCPROD_ATTR_ALL

쐍 /IBP/S_ETS_ORDER_KF_ALL

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쐍 /IBP/S_ETS_PRODSRCITM_ATTR_ALL

쐍 /IBP/S_ETS_PRODUCT_ATTR_ALL

쐍 /IBP/S_ETS_PRODUCT_TEXT_ALL

쐍 /IBP/S_ETS_PRODUCTUOM_ATTR_ALL

쐍 /IBP/S_ETS_RESLOC_ATTR_ALL

쐍 /IBP/S_ETS_RESOURCE_ATTR_ALL

쐍 /IBP/S_ETS_RESOURCE_TEXT_ALL

쐍 /IBP/S_ETS_SOURCELOC_ATTR_ALL

쐍 /IBP/S_ETS_SRCPROD_ATTR_ALL

쐍 /IBP/S_ETS_STOCK_KF_ALL

쐍 /IBP/S_ETS_TIMEPRF_ATTR_ALL

쐍 /IBP/S_ETS_UOM_ATTR_ALL

쐍 /IBP/S_ETS_UOM_TEXT_ALL

You can add additional custom fields to these extractors by enhancing


them using Transaction RSA6. Additionally, you can add these custom
fields to selection screens and update values using BAdIs.

Enhancing Selection Structure


Two options are available to update values into custom fields that are added
to extractors. In the first option, there will be an automatic move corre-
sponding from the source replication tables. In this option, the framework
will determine the field mapping between extractor tables and staging
tables by ignoring any suffixes and customer namespace (ZZ or /../). If the
search is successful, values from the staging table will be copied automati-
cally.

Table 2.1 lists the available extractors, corresponding staging tables, and
BAdIs.

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Extractor Staging Tables Staging Table BAdIs


/IBP/LOCATION_ATTR /IBP/LOC_EXT /IBP/ECC_SAVE_LOCATION
/IBP/PRODUCT_ATTR /IBP/MARA_EXT /IBP/ECC_SAVE_MATERIAL
/IBP/PRODUCT_TEXT /IBP/MAKT_EXT /IBP/ECC_SAVE_MATERIAL
/IBP/MARA_EXT
/IBP/RESOURCE_ATTR /IBP/RESHEAD_EXT /IBP/ECC_SAVE_WORK_CENTER
/IBP/RESOURCE_TEXT /IBP/RESDESC_EXT /IBP/ECC_SAVE_WORK_CENTER
/IBP/RESHEAD_EXT
/IBP/LOCATIONPRODUCT_ATTR /IBP/MARC_EXT /IBP/ECC_SAVE_MATERIAL
/IBP/MARA_EXT
/IBP/RESOURCELOCATION_ATTR /IBP/RESHEAD_EXT /IBP/ECC_SAVE_WORK_CENTER
/IBP/RESCAPA_EXT /IBP/ECC_SAVE_LOCATION
(current date only)
/IBP/LOC_EXT
/IBP/SOURCEPRODUCTION_ATTR /IBP/SOSHEAD_EXT /IBP/ECC_SAVE_PDS
/IBP/MARC_EXT /IBP/ECC_SAVE_MATERIAL
/IBP/PRODUCTIONSOURCEITEM_ATTR /IBP/SOSBOM_EXT /IBP/ECC_SAVE_PDS
/IBP/SOSHEAD_EXT /IBP/ECC_SAVE_MATERIAL
/IBP/MARC_EXT
/IBP/PRODUCT_UOM_ATTR /IBP/MARM_EXT /IBP/ECC_SAVE_MATERIAL
/IBP/MARA_EXT
/IBP/UNIT_OF_MEASURE_ATTR RST006 (structure) N/A
/IBP/UNIT_OF_MEASURE_TEXT RSLANGUSEL (structure) N/A
RST006A (structure)
RST006 (structure)
/IBP/CAPASUPPLY_KF /IBP/RESCAPA_EXT /IBP/ECC_SAVE_WORK_CENTER
/IBP/RESHEAD_EXT
/IBP/LOC_EXT
/IBP/ETS_TIMEPRF

Table 2.1 Supply Chain Integration Add-On Extractors, Corresponding Staging


Tables, and BAdIs

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Extractor Staging Tables Staging Table BAdIs


/IBP/ORDER_KF /IBP/ORDER_EXT /IBP/ECC_SAVE_ORDER_STOCK
/IBP/MARC_EXT
/IBP/ETS_TIMEPRF
/IBP/STOCK_KF /IBP/STOCK_EXT /IBP/ECC_SAVE_ORDER_STOCK
/IBP/MARC_EXT
/IBP/MARA_EXT
/IBP/SOURCELOCATION_ATTR /IBP/TLANE_EXT /IBP/ECC_SAVE_TLANE
/IBP/MARC_EXT

Table 2.1 Supply Chain Integration Add-On Extractors, Corresponding Staging


Tables, and BAdIs (Cont.)

The second option is to implement the BAdI /IBP/BADI_ES_ETS_SELECTION


of the enhancement spot /IBP/ES_ETS_SELECTION to update values if option
one isn’t feasible. Table 2.2 shows the BAdIs for enhancing the selection
structure of the supply chain integration add-on.

Extractor Extractor Structure Structure of BAdI Table Implementing Class


Parameter CT_ITAB
/IBP/LOCATION_ATTR /IBP/S_ETS_ /IBP/S_ETS_LOCATION_ /IBP/CL_ETS_GET_
LOCATION_ATTR_PUB ATTR_ALL LOCATION_ATTR
/IBP/PRODUCT_ATTR /IBP/S_ETS_ /IBP/S_ETS_ PRODUCT_ /IBP/CL_ETS_GET_
PRODUCT_ATTR_PUB ATTR_ALL PRODUCT_ATTR
/IBP/PRODUCT_TEXT /IBP/S_ETS_ /IBP/S_ETS_ PRODUCT_ /IBP/CL_ETS_GET_
PRODUCT_TEXT_PUB TEXT_ALL PRODUCT_TEXT
/IBP/RESOURCE_ATTR /IBP/S_ETS_ /IBP/S_ETS_RESOURCE_ /IBP/CL_ETS_GET_
RESOURCE_ATTR_PUB ATTR_ALL RESOURCE_ATTR
/IBP/RESOURCE_TEXT /IBP/S_ETS_ /IBP/S_ETS_RESOURCE_ /IBP/CL_ETS_GET_
RESOURCE_TEXT_PUB TEXT_ALL RESOURCE_TEXT
/IBP/LOCATIONPRODUCT_ /IBP/S_ETS_ /IBP/S_ETS_LOCPROD_ /IBP/CL_ETS_GET_
ATTR LOCPROD_ATTR_PUB ATTR_ALL LOCPROD_ATTR

Table 2.2 BAdIs for Enhancing the Selection Structures of the Supply Chain Integration
Add-On

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Extractor Extractor Structure Structure of BAdI Table Implementing Class


Parameter CT_ITAB
/IBP/RESOURCELOCA- /IBP/S_ETS_RES- /IBP/S_ETS_RESLOC_ /IBP/CL_ETS_GET_
TION_ATTR LOC_ATTR_PUB ATTR_ALL RESLOC_ATTR
/IBP/PRODUCT_UOM_ATTR /IBP/S_ETS_ /IBP/S_ETS_ /IBP/CL_ETS_GET_
PRODUCTUOM_ATTR_ PRODUCTUOM_ATTR_ALL PROD_UOM_ATTR
PUB
/IBP/UNIT_OF_MEASURE_ /IBP/S_ETS_UOM_ /IBP/S_ETS_UOM_ATTR_ /IBP/CL_ETS_GET_
ATTR ATTR_PUB ALL UOM_ATTR
/IBP/UNIT_OF_MEASURE_ /IBP/S_ETS_UOM_ /IBP/S_ETS_UOM_TEXT_ /IBP/CL_ETS_GET_
TEXT TEXT_PUB ALL UOM_TEXT
/IBP/SOURCEPRODUC- /IBP/S_ETS_ /IBP/S_ETS_SRCPROD_ /IBP/CL_ETS_GET_
TION_ATTR SRCPROD_ATTR_PUB ATTR_ALL SRCPROD_ATTR
/IBP/ /IBP/S_ETS_ /IBP/S_ETS_PRODSR- /IBP/CL_ETS_GET_
PRODUCTIONSOURCEITEM_ PRODSRCITM_ATTR_ CITM_ATTR_ALL PRDSRCITM_ATTR
ATTR PUB
/IBP/CAPASUPPLY_KF /IBP/S_ETS_ /IBP/S_ETS_ /IBP/CL_ETS_GET_
CAPASUPPLY_KF_PUB CAPASUPPLY_KF_ALL CAPASUPPLY_KF
/IBP/ORDER_KF /IBP/S_ETS_ORDER_ /IBP/S_ETS_ORDER_KF_ /IBP/CL_ETS_GET_
KF_PUB ALL ORDER_KF
/IBP/STOCK_KF /IBP/S_ETS_STOCK_ /IBP/S_ETS_STOCK_KF_ /IBP/CL_ETS_GET_
KF_PUB ALL STOCK_KF
/IBP/SOURCELOCATION_ /IBP/S_ETS_ /IBP/S_ETS_ /IBP/CL_ETS_GET_
ATTR SOURCELOC_ATTR_ SOURCELOC_ATTR_ALL SOURCELOC_ATTR
PUB

Table 2.2 BAdIs for Enhancing the Selection Structures of the Supply Chain Integration
Add-On (Cont.)

You can also define your own custom extractor based on example
extractors provided by SAP. For this, you’ll have to activate an example
BAdI from the SAP Reference IMG by choosing SAP Customizing Implemen-
tation Guide 폷 Integration with Other SAP Components 폷 Integrated Business
Planning 폷 Business Add-Ins (BAdIs). Table 2.3 shows the custom extractors
and example BAdI implementations.

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Extractor Extractor and BAdI Enhancement Implementing Class


Structure Implementation
/IBP/ /IBP/S_ETS_S /IBP/ETS_SEL_ /IBP/CL_ETS_SEL_
SOURCECUSTOMER_CI_ATTR RCCUST_ATTR_CI SRCCUST_CI SRCCUST_CI
/IBP/FORECAST_QTY_CI_ /IBP/S_ETS_ /IBP/ETS_SEL_ /IBP/CL_ETS_SEL_
KF FORECAST_QTY_KF_CI FORECAST_QTY_CI FORECASTQTY_CI
/IBP/ACTUALS_QTY_CI_KF /IBP/S_ETS_ /IBP/ETS_SEL_ /IBP/CL_ETS_SEL_
ACTUALS_QTY_KF_CI ACTUALS_QTY_CI ACTUALS_QTY_CI

Table 2.3 Customer Extractors and Example BAdI Implementations

To aggregate orders into time series-based key figure data, the supply chain
integration add-on uses time profile data that can be uploaded using Trans-
action /IBP/ETSTP. You can reuse the time profile that was uploaded to SAP
IBP or use the Data Integration Jobs app to download a prefilled template
with the Existing Time Periods option.

Note
For more detailed information on using and enhancing these extractors, refer to
Administrator’s Guide - SAP S/4HANA, Supply Chain Integration Add-On for SAP
Integrated Business Planning (http://s-prs.co/v495300).

SAP Cloud Platform Integration for Data Services Interface


Development
Prepackaged data flow contents are available to extract most of the master
data or transactional data using the supply chain integration add-on. There
may be other data objects for which prepackaged contents may not be avail-
able. Interface development is illustrated with the master data type PROD-
UCT and key figure data capacity supply of resources.

Prerequisite
You need to set up SAP S/4HANA or SAP ERP add-on integration as discussed in
Section 2.2. Additionally, activate extractors using Transactions RSA9 and
RSA5. In Transaction RSA5, you’ll see SAP IBP extractors in the following path:

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2 Integration with SAP S/4HANA or SAP ERP

SCM-IBP-INT (SCM: Integration of SAP Integrated Business Planning) 폷 SCM-IBP-


INT-ECC-TS-IO (IBP Time-Series Based ERP Integration: Master Data) and SCM-
IBP-INT (SCM: Integration of SAP Integrated Business Planning) 폷 SCM-IBP-INT-
ECC-TS (IBP Time-Series Based ERP Integration: Transactional Data).

To develop the SAP Cloud Platform Integration for data services interface,
you’ll need to develop inbound tasks and outbound tasks for bidirectional
data integration. After development, these tasks can be executed and mon-
itored in SAP Cloud Platform Integration for data services. The following
sections provide further details.

Inbound Tasks
You need to have a data store created for the source system and target cloud
application. Follow these steps to create a data store in SAP Cloud Platform
Integration for data services:

1. Go to the DATASTORES tab, click on Create New Datastore, and enter the
data store details, such as Name (e.g., “S4HANA_EUP”), Description, Type,
Agent, and Credentials. For Type, select SAP Business Suite Application for
SAP S/4HANA or SAP ERP. For example, Figure 2.15 shows the steps to cre-
ate data store and import objects.
2. Similarly, to create a data store for SAP IBP, go to the DATASTORES menu,
click on Create New Datastore, and enter the data store details, such as
Name (e.g., “SAPIBPINT”), Description, Type, Agent, and Credentials. For
Type, select SAP HANA Application Cloud for SAP IBP.
3. For the master data integration, select the S4HANA_EUP data store, and
click Import Objects to import the extractors available for SAP IBP integra-
tion. From the Import Objects screen, choose Extractors 폷 By Application 폷
BW_ROOT 폷 SCM: Integration of SAP Integrated Business Planning 폷 IBP Time
Series Based ERP Integration: Master Data 폷 /IBP/PRODUCT_TEXT. Click on
import. Repeat the same steps for all master data objects that are to be
integrated.

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Figure 2.15 Creating a Data Store and Importing Objects

Hint
Extractors may not be visible in SAP Cloud Platform Integration for data services
if they are inactive. If you don’t see available extractors, go to the source SAP
S/4HANA or SAP ERP system, and activate extractors using Transaction RSA6.

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4. For the transactional data integration, select the S/4HANA_EUP data


store, and click Import Objects to import the extractors available for inte-
gration. From the Import Objects screen, select extractors 폷 By Application 폷
BW_ROOT 폷 SCM: Integration of SAP Integrated Business Planning 폷 IBP Time
Series Based ERP Integration: Transactional Data 폷 /IBP/ORDER_KF. Click on
import. Repeat the same steps for all transactional data objects.
5. To import master data objects, select the SAPIBPINT data store, and click
Import Objects. From the Import Objects screen, select Master Data Folder 폷
SAPIBPINT (Planning Area Name) 폷 SOPMD_STAG_IN1PRODUCT (IN1PROD-
UCT is the product master data type in SAP IBP). Click on Import. Repeat
the same steps for all master data objects that are to be integrated with
SAP IBP.
6. To import transactional data objects, select the SAPIBPINT data store, and
click Import Objects. From the Import Objects screen, select Timeseries
Folder 폷 SAPIBPINT (Planning Area Name) 폷 SOPDD_STAGING_KFTAB_
SAPIBP1SAPIBPINT (each planning version will have time-series staging
tables). Click on Import. Repeat the same steps for all transactional data.

Next, the PROJECTS tab of SAP Cloud Platform Integration for data services
allows you to create and manage projects and tasks. Each project contains a
list of tasks with data flow and mapping between the sources and targets.
Design for the integration will be done under PROJECTS. SAP-delivered tem-
plates come with predefined data flows and mapping. If you’re not using
standard templates, then create custom data flows. Follow these steps to
create tasks and data flows:

1. Go to the PROJECTS tab, and click on New Project to create a new project.
2. From the list of projects, select the project created in step 1, and click on
Create Task to create a task based on the standard integration template, as
shown in Figure 2.16.
3. Enter the Name and Description.
4. Select IBP_MD_S4_ERP_AddOn from the templates listed in the table.
Ensure that you select the template that is released for the most recent
SAP IBP version. Click Next.

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Figure 2.16 Creating a Task for the Inbound Scenario

5. As shown in Figure 2.17, on screen Source Datastores select the data store
S4HANA_EUP that was created before for SAP S/4HANA system. Select
Next to proceed.

Figure 2.17 Selecting the Data Store for the Inbound Scenario

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2 Integration with SAP S/4HANA or SAP ERP

6. As shown in Figure 2.17, under Target Datastores, select the SAPIBPINT


data store created earlier for the SAP IBP system.
7. Select Save and Define Data Flow to proceed.
8. In the table displaying the template task/data flow and target object for
the product master data, select SOPMD_STAG_IBPPRODUCT->IBP_MD_
Product_w_Text_Addon.
9. Click Actions 폷 Copy to New Target.
10. Enter the Data Flow Name as “DF_MD_PRODUCT”. Target objects from
the target data store (SAPIBPINT) will be displayed. A new target object
can be added from the existing list by choosing one via Choose an Exist-
ing Target Object or by importing one via Import a New Target Object.
11. Choose SOPMD_STAG_IN1PRODUCT, and click on Copy Data Flow.
12. Select the newly created data flow DF_MD_PRODUCT, and click on
Actions->Edit to review the data flow design. When your review is com-
plete, click on Done.

Similarly, you can create a new task and data flow for transactional data by
following these steps:

1. From the list of projects, select the project that was created, and click on
Create Task to create a task based on the standard integration template
data flow.
2. Enter the Name, and select IBP_KF_S4_ERP_AddOn from the list of tem-
plates in the table. Ensure that you select the template corresponding to
the most recent SAP IBP release. Click Next.
3. Under Source Datastores, select the S4HANA_EUP data store for the SAP
S/4HANA system. Select Next to proceed.
4. Under Target Datastores, select the SAPIBPINT data store for the SAP IBP
system. Select Save and Define Data Flow.

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5. From the table displaying the template data flow and target object for
transactional data, select SOPDD_STAGING_KFTAB_SAPIBP1SAPIBP1-> IBP_
KF_CapaSupply_AddOn.
6. Click Actions 폷 Copy to New Target.
7. Enter the Data Flow Name as “DF_KF_CAPASUPPLY”. Target objects from
the target data store (SAPIBPINT) will be displayed. A new target object
can be added from the existing list by choosing one via Choose an Existing
Target Object or by importing one via Import a New Target Object.
8. Choose SOPDD_STAGING_KFTAB_SAPIBP1SAPIBPINT, and click on Copy
Data Flow.
9. Select the newly created data flow DF_KF_CAPASUPPLY, and click on
Actions 폷 Edit to review data flow design. When your review is complete,
click on Done.

Hint
Upload the time profile data in the SAP S/4HANA or SAP ERP system using
Transaction /n/IBP/ETSTP to ensure time aggregation for key figure data.

You’ll now be able to see both inbound tasks under the project folder:

쐍 Task name for master data: Product_S4toIBP

쐍 Task name for transactional data: CapacitySupply_S4toIBP

Outbound Tasks
You can integrate data from SAP IBP to SAP S/4HANA or SAP ERP by staging
data into a CSV file or calling a SOAP web service for the target. Outbound
integration for integrating planned independent requirements is illus-
trated using the web service approach. This template requires a web service
published from a SAP S/4HANA or SAP ERP system. Figure 2.18 shows the
screen for Transaction SE80.

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2 Integration with SAP S/4HANA or SAP ERP

Figure 2.18 Creating a Web Service for a Function Module

Follow these steps to create and publish a web service from SAP S/4HANA or
SAP ERP:

1. Navigate to Transaction SE80, open the 10020 function group, and click
on Display.
2. Right-click on function module BAPI_PIRSRVAPS_SAVEMULTI, and choose
Create 폷 Enterprise Service or Create 폷 Web Service.
3. In the guided procedure wizard popup of the web service, provide a Ser-
vice Definition name and Description.
4. Select Continue twice, and select the authentication profile as Authentica-
tion with User and Password, No Transport Guarantee. Then, click the Cont.
button.

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5. Specify the Package and Transport Request. Click on Complete to open the
Service Definition screen.
6. In the Service Definition screen, navigate to External View.
7. If you have multiple modules within the same web service, you can
change the External Operation field by double-clicking on the function
BAPI_PIRSRVAPS_SAVEMULTI. Now you’ve completed the service defini-
tion.
8. Create the web service by calling Transaction SOAMANAGER. On the SOA
Management webpage, navigate to Service Administration 폷 Web Service
Configuration. Search for the object name, which will be the service defi-
nition you’ve created.
9. Click on your web service definition, navigate to the Configurations
screen, and click on the Create Service button.
10. Specify the Service Name and the New Binding Name in the popup screen
that appears.
11. Specify the Transport Channel Authentication and the Message Authenti-
cation to the appropriate authentication methods, and then click Next
and Finish.
12. Click on the Open Binding WSDL Generation button. This will provide the
URL that can be used as the target for the data flow.

Now you’ve created the web service for the inbound integration from SAP
IBP to SAP S/4HANA or SAP ERP.

Next, follow these steps to create a data store with web service as a target:

1. Go to the DATASTORES tab, click on Create New Datastore, and enter the
data store details, such as Name, Description, Type, Agent, and Creden-
tials. For Type of web service, choose SOAP Web Service. For this example,
enter the Name as “S4_WebService” and enter the WSDL Path as “WSDL
URL”, which was the binding URL after creating the web service.
2. Select the S4_WebService data store, and click Import Objects to import
the available extractors.

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3. From the Import Objects screen, select your web service binding name,
and mark the web service to import. Click on Import.
4. Select the SAPIBPINT data store as specified in the previous section. To
extract data from SAP IBP, you need to use the calculation scenario table,
not the time-series tables. Click Import Objects to import the source table
available for SAP IBP integration under Calculation Scenario Folder.
5. From the Import Objects screen, select SAPIBPINT Calculation Scenario ->
SAPSOPG001.SOPSAPIBPINTSAPIBP1SAPIBPINT. Click on Import.

To create a new project, task, and data flow for the outbound scenario, fol-
low these steps:

1. Go to PROJECTS tab, and click on New Project to create a new project.


2. Enter the Name and Description.
3. From the list of projects shown in Figure 2.19, select the project created in
the previous step, and click on Create Task to create a task based on the
standard integration template.

Figure 2.19 Create Task for Outbound Scenario

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4. Enter the Name and Description, and click Next to proceed.


5. Under Source Datastores, select the SAPIBPINT data store as specified in
the previous section (see Figure 2.20). Click Next.

Figure 2.20 Selecting Data Stores for the Outbound Scenario

6. Under Target Datastores (see Figure 2.20), select the S4_WebService data
store that was created in the previous steps. Select Save and Define Data
Flow to proceed.
7. Click Add Target Object to add the web service as the target.
8. Select the web service from the list, and click Create Data Flow.
9. Enter the Data Flow Name, for example, “PIR_IBP_TO_S4”. Target objects
from the target data store S4_WebService will be displayed.
10. Drag Source Table from the available transform options to add the source
as the SAP IBP calculation scenario.
11. Select SOPSAPIBPINTSAPIBP1SAPIBPINT, and click OK.

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12. Add a Query Transform, and double-click the query transform to map the
required inputs.
13. Apply the required data type conversion, for example, TSTFR is repre-
sented as a decimal data type in SAP IBP and a varchar (10) data type in
SAP S/4HANA or SAP ERP. You can edit the output field to make it
varchar (10).
14. Add the XML Map transform to map query transform data to XML for-
mat. Double-click on the XML Map transform.
15. Add the web service function in the Output section by selecting Generate
Schema 폷 Generate Schema from Web Service Function to create a nested
schema for the web service that was created.
16. Map Logical System, Planning Version, Product, Location, Date From, and
Quantity from the source to the target. Logical System and Planning Ver-
sion can be modeled as global variables.
17. When you map to the table type entry on the target, select Map the col-
umn.
18. Connect XML map Transform1 to Target_Web_Service_Call.
19. Navigate into the Target_Web_Service_Call transform, and map at the
top-level node from the input to the output section by dragging and
dropping. Click Close and Done.

You can restrict the number of records exported from SAP IBP using attri-
bute-based filters, value-based filters, or time filters. In the query transform,
you can use the Filter tab for this purpose.

Runtime and Monitoring


You can now go to each project, select a task, and click on Run to execute it.
Before executing, you’ll have an option to select the Data Provisioning
Agent, source/target systems, and global variables. You can click on View
History anytime to monitor and view the history of task executions and see
a status of each task executed along with Trace Log, Monitor Log, and Error

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Log. For the outbound web service scenario, a tab is also available to show
you the output of web services, which is useful for troubleshooting task
failures.

Figure 2.21 shows an example task execution status and its logs. If there are
failures, you’ll also see logs on the Error Log tab.

Figure 2.21 View History Showing Task Execution Status and Logs

2.4 Integration for Order-Based Planning


In the SAP HANA Smart Data Integration section, you learned about SAP
HANA smart data integration, and in the Supply Chain Integration Add-On
section, you learned about the supply chain integration add-on. In this sec-
tion, we’ll build on those sections by providing more details on the setup,
configuration, and internal architecture of SAP HANA smart data integra-
tion and the supply chain integration add-on. Multiple business scenarios

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2 Integration with SAP S/4HANA or SAP ERP

require data transformations to plan successfully in SAP IBP for both


inbound and outbound master data and transactional data integration. This
section provides the business add-on details that can aid in these data trans-
formations.

Order-based planning helps supply chain planners react to supply chain dis-
ruptions in a short-term horizon, which normally is in days to weeks.

Note
A prerequisite for setting up integration for order-based planning is to have a
copy of sample order-based planning area SAP7. The sample SAP7 planning area
can be copied through the Sample Model Entities in SAP IBP app.

Figure 2.22 shows the integration steps necessary for order-based planning.
In the following sections, we’ll show you how to perform these steps.

Setup and configure


supply chain integra- Configure SAP IBP Setup SAP IBP Execute inbound
Install Configure
tion add-on for remote data application jobs orders transaction
SAP HANA SDI SAP HANA SDI
SAP S/4HANA or sources for data transfer (optional)
SAP ERP

Virtual machine or a standalone system SAP S/4HANA or SAP ERP SAP IBP SAP S/4HANA or SAP ERP

Figure 2.22 Integration for Order-Based Planning Steps

Install and Set Up SAP HANA Smart Data Integration


The first step for integrating order-based planning with SAP S/4HANA or
SAP ERP is to download and install the SAP HANA smart data integration
Data Provisioning Agent:

1. Download the Data Provisioning Agent installation from the Downloads


section of SAP ONE Support Launchpad at https://launchpad.support.
sap.com.
2. Search for “HANA DP Agent”, and download the latest x86_6464bit or x64
64bit .SAR file (see Figure 2.23).

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Figure 2.23 Data Provisioning Agent Installation Files

3. Download the most recent patch, and follow the steps given in the SAP
Data Services Agent Guide (https://help.sap.com/viewer/product/HANA_
SMART_DATA_INTEGRATION). Navigate to the Installation and Upgrade
section and click on Installation and Configuration Guide. Further details
on the installation are given in Section 7.2.

Note
The installation and setup detailed is for the Windows OS. To install the Data
Provisioning Agent, you must have the administrator role on the system or be
part of the administrator’s group.

Configure SAP HANA Smart Data Integration Add-On


Two types of adapters are predominantly used to integrate SAP S/4HANA or
SAP ERP to SAP IBP through SAP HANA smart data integration: ABAP
adapter or file adapter.

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If you’re using the RFC connections to integrate the data between SAP
S/4HANA or SAP ERP and intending to use the supply chain integration add-
on, then the recommendation is to create the remote source of type ABAP
adapter. If you’re using an ABAP adapter, the prerequisite to configure the
SAP HANA smart data integration add-on are the steps listed in Section 2.2.
In addition, ensure that the staging tables are setup and updated with the
master data and transactional data.

To transform or filter the master data and transactional data, the supply
chain integration add-on has the ABAP In and ABAP Out BAdIs in SAP
S/4HANA or SAP ERP, as described here:

쐍 /IBP/ECC_ABAP_IN
This BAdI is called before the data is integrated into staging table /IBP/
ORDER_O_EXT. This BAdI can be used to filter or transform the order data
that is integrated into SAP S/4HANA or SAP ERP. Planning data that can be
integrated includes planned orders, purchase requisitions, sales order
confirmations, and stock transfer requisitions.
쐍 /IBP/ECC_ABAP_OUT
This BAdI is called before the master data and transactional data is trans-
ferred from SAP S/4HANA or SAP ERP. Use this BAdI to filter or transform
the data before integrating to SAP IBP. To differentiate between different
master data and transactional data objects, the BAdI method MODIFY_DATA
has the importing parameter IV_TABNAME. This parameter has the staging
table name as the value.

If you’re using the file adapter, see Section 7.2.

Configure SAP Integrated Business Planning Remote Data Source


To start the integration between SAP IBP and SAP S/4HANA or SAP ERP sys-
tems, the remote data source should be configured in SAP IBP. Open the
Configure Remote Sources – Smart Data Integration app in SAP IBP. Figure
2.24 shows the ABAPAdapter remote source creation.

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Figure 2.24 Creation of Remote Source Type ABAP Adapter

Specify the Application Server of the SAP S/4HANA or SAP ERP system, and
maintain the Client and Instance Number. The user credentials need to be
maintained as well, which are same as the RFC connection user credentials
maintained in the SAP S/4HANA or SAP ERP system.

Test the remote source that you’ve created by selecting the Test button to
ensure that the connection is successfully tested. Save your changes. The
remote source configuration for SAP HANA smart data integration is

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complete. Now you’re ready to integrate data between SAP S/4HANA or SAP
ERP and SAP IBP.

First, there are three application jobs in SAP IBP that can be scheduled to
transfer master data and transactional data using the following SAP IBP
application job templates:

쐍 Data integration using SAP HANA smart data integration (calendar,


UoM, currency)
Schedule this job to transfer Calendar, Unit of Measure, and Currency data
from SAP S/4HANA or SAP ERP. This application job can be scheduled
weekly or depending on the frequency of changes via Scheduling Options 폷
Recurrence Pattern.
쐍 Data integration using SAP HANA smart data integration (inbound)
Schedule this job to transfer master and/or transactional data from SAP
S/4HANA or SAP ERP to SAP IBP. This application job has the parameter
OpenAPI Version, which can have different options:
– <OpenAPI release version>_Full: This option integrates both master
data and transactional data. Schedule the application job with the
Scheduling Options 폷 Recurrence Pattern as Daily.
– <OpenAPI release version>_Trans: This option integrates only transac-
tional data. Runtime with this value will be much faster compared to
the option <OpenAPI release version>_Full.

Note
The value of <OpenAPI release version> changes for every quarterly release, for
example, 1905.0.0 for the 1905 release. If you’re using a recently released
OpenAPI version, then the SAP HANA smart data integration agent adapter
should be upgraded to the corresponding version.

쐍 Data integration using SAP HANA smart data integration (outbound)


Schedule this application job to transfer transactional data to SAP S/4HANA
or SAP ERP. Transactional data such as sales order confirmations, purchase

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requisitions, planned orders, and stock transfer requisitions are relevant


for transfer. This application job has the following parameters:

Note
The prerequisite for this step is to execute order-based planning in SAP IBP so
that the order data is generated.

– Disable Auto Order Processing: By default, when this application job is


executed, Transaction /IBP/ECC_INB_ORD (Order Inbound) is auto-
matically executed in SAP S/4HANA or SAP ERP. This transaction is
explained in the Load Inbound Transactional Data section. If you set
this parameter, then you don’t have to execute Transaction /IBP/ECC_
INB_ORD as a separate task in SAP S/4HANA or SAP ERP.
– Integration Transfer Mode: After the planning is executed, all the order-
based data isn’t updated. Use the Delta option to integrate only the
changed data. Use the Full option to integrate all the data. The Delta
option reduces the execution time of the application job.
Other filter criteria, such as Material, Location, and MRP Controller, pro-
vide flexibility to the business planners and administrators to integrate
or publish only required data.

Schedule and execute these jobs. Ensure that they have executed success-
fully by checking the application job status in the Application Logs app.
Now you should be able to view the master data and transactional data in
SAP IBP as well as order data in SAP S/4HANA or SAP ERP.

You’ve now completed the end-to-end integration for order-based plan-


ning. Figure 2.25 shows the integrated data for the example specified in Sec-
tion 1.3.

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Figure 2.25 Integrated Data Example through the ABAP Adapter

The Stock/Requirements List screen 1 shows the order data in SAP S/4HANA
or SAP ERP. The Display of Entries Found screen 2 shows the data in the stag-
ing table after the add-on transactions are executed. The Application Jobs
screen 3 shows the SAP IBP to SAP HANA smart data integration job’s suc-
cessful execution, and the View Projected Stock app screen 4 shows the inte-
grated order data in SAP IBP.

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2.5 Integration for Demand-Driven MRP


Demand-driven material requirements planning (DDMRP), also known as
demand-driven replenishment (DDR), is a new concept to execute MRP but
with added advantages over traditional planning.

DDR has been available in SAP S/4HANA as a standalone solution since the
1709 release. DDR was also released to market in SAP IBP 1905 onwards. In
the SAP S/4HANA DDR solution, the buffer decoupling isn’t determined
automatically; however, in SAP IBP DDR, this step is executed automati-
cally.

Note
The supply chain integration add-on explained in this chapter deals with the
version for SAP ERP. Along with the SAP IBP 1905 release, the supply chain inte-
gration add-on has the functionality to integrate SAP ERP and SAP IBP for DDR.
To integrate SAP S/4HANA to SAP IBP for DDR, the current planned release cycle
for the supply chain integration add-on is 1911.
This section explains the supply chain integration add-on for SAP ERP and SAP
IBP integration only—not with SAP S/4HANA.

For DDR, the supply chain integration add-on provides the functionality to
do the following:

쐍 Integrate master data and transactional data from SAP ERP through the
supply chain integration add-on extractors and SAP Cloud Platform Inte-
gration for data services tasks. Further details are provided in the Data
Flow and the Supply Chain Integration Add-On section.
쐍 Integrate data derived from DDR in SAP IBP to SAP ERP through the SAP
Cloud Platform Integration for data services tasks and the web service for
the function group /IBP/EDD_INBOUND_INTERFACE, as specified later in Fig-
ure 2.27.
쐍 Execute the DDR planning run to create supply orders and to monitor the
planning results through the DDR cockpit and other DDR-relevant trans-
actions.

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In the following sections, you’ll learn how to configure SAP IBP data stores
and SAP ERP for DDR.

Configure SAP Integrated Business Planning Data Stores


To start the integration process for DDR, the prerequisite is to configure the
supply chain integration add-on, as mentioned in Section 2.2. The steps are
executed in the SAP Cloud Platform Integration for data services web UI
tool.

Three data stores are required for integrating DDR:

쐍 SAP Business Suite application data store


This data store represents the data store for the SAP ERP system. The SAP
Cloud Platform Integration for Data Services Interface Development sec-
tion shows the data store creation steps for SAP S/4HANA. A similar data
store should be created for the SAP ERP system but referencing the SAP
ERP system application server.
쐍 SAP HANA application cloud data store
This data store represents the data store for the SAP IBP system. Ensure
that the planning area is DDR-relevant (you’ll find the SAP8 sample plan-
ning area in the Sample Model Entities app in SAP IBP).
쐍 SOAP web service data store
This data store is used to integrate time-dependent buffer levels and
decoupling points data from the SAP IBP system to SAP ERP system. This
data is used as the input to the DDR planning run executed in SAP ERP.
The web service must be created for the function group /IBP/EDD_
INBOUND_INTERFACE, as specified later in Figure 2.27.

After the data stores are created, you can create the tasks and data flows, as
follows:

1. SAP Cloud Platform Integration for data services preconfigured tem-


plates and data flows for integrating the DDR data
Figure 2.26 shows three predefined templates in SAP Cloud Platform

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Integration for data services that can be readily used to copy into a new
project for DDR.

Figure 2.26 Three Predefined Templates in SAP Cloud Platform Integration for
Data Services

2. Task IBP_DDR_MD_ERP_AddOn
Copy this task to integrate master data from SAP ERP to SAP IBP for DDR.
The preconfigured master data flows that can be integrated are planning
units, currency, customer, DDR profile, product, location, LocationProd-
uct, production data structures, source locations, and so on. After the task
is copied, create a new target, and specify the correct target master data
types for the data flows.
3. Task IBP_DDR_KF_ERP_AddOn
Copy this task to integrate transactional data from SAP ERP to SAP IBP for
DDR. The preconfigured transactional data flows that can be integrated
are supply orders, inventory, total demand, confirmed orders, and so on.
This data is integrated through the respective supply chain integration
add-on extractors, such as /IBP/ORDER_KF, /IBP_STOCK_KF, /IBP/TOTAL_
DEMAND_QTY_CI_KF, and so on.
4. Task IBP_DDR_KF_to_ERP_AddOn_via_WS
Copy this task to integrate the DDR data from SAP IBP to SAP ERP. Before

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you copy the task, the prerequisite is to create a web service on the SAP
ERP side.

Now that you’ve created the tasks and data flows, you can run the IBP_DDR_
MD_ERP_AddOn and IBP_DDR_KF_ERP_AddOn tasks to integrate the master data
and transactional data from SAP ERP. After the replenishment order recom-
mendations are obtained from DDR, execute task IBP_DDR_KF_to_ERP_
AddOn_via_WS and the DDR run in SAP ERP.

Configure SAP ERP


To configure the SAP ERP for DDR functions of the supply chain integration
add-on, activate the business function from Transaction SPRO by choosing
Activate Business Functions 폷 IBP DDR Heuristics for ECC (SCM_IBP_ECC_DDH).

To enable the inbound integration (SAP IBP to SAP ERP), the prerequisite is
to create a web service to integrate time-dependent buffer levels, decou-
pling points, and DDR product locations. The steps provided in this section
should be executed in the SAP ERP system. Figure 2.27 shows the function
group to be used for creating the web service.

Use the steps explained in the Outbound Tasks section, but use the function
group /IBP/EDD_INBOUND_INTERFACE for the web service creation.

In the service definition screen, navigate to External View. Double-click on


function IBP_EDD_BLT_FILL, and change the External Operation field to
IbpEddTimeDependBufferLevelFill. Similarly, navigate to IBP_EDD_PL_FILL,
and specify the External Operation as IbpEddDemandDrivenProductLocation-
Fill. Now you’ve completed the service definition. After the web service is
created from Transaction SOAMANAGER, copy the Binding URL, and use this
to create the target web service that will be inserted using task IBP_DDR_KF_
to_ERP_AddOn_via_WS as the target.

You’ve now created the web service for the inbound integration to SAP ERP
for DDR.

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Figure 2.27 The Function Group for Creating the Web Service

Note
As of SAP IBP 1905, function group /IBP/ECC_EXT_INTERFACE is the valid web
service function group. This web service function group doesn’t have the corre-
sponding template in SAP Cloud Platform Integration for data services and has
been deprecated from release 1908. From SAP IBP release 1908 onwards, the
function group /IBP/EDD_INBOUND_INTERFACE is valid and has the IBP_DDR_KF_
to_ERP_AddOn_via_WS corresponding template in SAP Cloud Platform Integra-
tion for data services.

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To access the DDR transaction, navigate to SAP Menu 폷 Logistics 폷 Central


Functions 폷 Supply Chain Planning Interface 폷 Integrated Business Planning 폷
Demand-Driven Replenishment.

In the DDR transaction, maintain the Global Settings, Plant Settings, and
External Interface Settings. Then, navigate to External Interface. The
Demand-Driven Materials option displays the list of location products and
the integrated data to SAP ERP through function modules IBP_EDD_PL_FILL
and /IBP/EDD_DS_DCP. Decoupling Point, Decoupled Lead Time, and External
Order Recommendation published values are displayed on this screen.

The Time-Dependent Buffer Levels option displays the buffer levels data that
is integrated through function module IBP_EDD_BLT_FILL, which has the
quantities of the buffer levels. The buffer levels Top of Green, Top of Yellow,
and Top of Red are displayed in the DDR transaction.

If you’re using file upload to upload the data to SAP ERP, then you can use
the DDR transaction, and web services won’t be required. From SAP Cloud
Platform Integration for data services, create the target as a file. Provide the
file path in the DDR transaction to upload the data directly.

Note
Transactions /IBP/EDD_RUN_MRP (Demand-Driven Planning), /IBP/EDD_MON-
ITOR (Monitor DDMRP Planning Runs), and /IBP/EDD_ELEM_LIST (Display
DDMRP Element List) aren’t part of the integration; they are more relevant to
executing the DDR planning, so they aren’t covered as part of this E-Bite.

3 Integration with SAP Demand Signal


Management
In supply chain planning, there is always a need to improve the accuracy of
short-term demand forecasts through demand sensing. This will ensure
that the distribution centers and stores with higher customer demands are
replenished in time to minimize loss of sales.

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3 Integration with SAP Demand Signal Management

In this section, you’ll learn the importance of integrating SAP Demand Sig-
nal Management and how this will improve the accuracy of short-term de-
mand forecasts. This section will cover the data model differences between
SAP Demand Signal Management and SAP IBP. You’ll also learn the tools
and the steps required for this integration.

3.1 Business Relevance


SAP Demand Signal Management provides a scalable and robust repository
to collect and manage point of sale (POS) data, market, and research related
data. SAP Demand Signal Management can collect, cleanse, and harmonize
very high-volume and discrete data from different sources. This POS data
and market-related data can then be used in SAP IBP for demand planning
and demand sensing. The aim of this business process is to drive better ful-
fillment of demands in the short term, lower the loss of sales, and optimize
inventory at retailers and stores. The business process for short-term oper-
ational planning is shown in Figure 3.1.

SAP Demand Signal


Management
SAP IBP
Collect point-of-sales
(POS) data
SAP Cloud Platform Statistical forecast
Integration for (based on historical
data services demand)
Cleanse POS data

Task IBP_KF_POSSales
Demand sensing/
sensed demand
Harmonize POS data

Task IBP_KF_POSStock Supply and


Release POS data allocation planning
to SAP IBP

Figure 3.1 Business Process for Short-Term Operational Planning

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3 Integration with SAP Demand Signal Management

The POS data is obtained from retailers and stores discretely from multiple
sources into SAP Demand Signal Management. This discrete data is
cleansed and harmonized in SAP Demand Signal Management. Harmo-
nized data is verified and released to SAP IBP through DSOs in SAP Demand
Signal Management. This released data is integrated to SAP IBP through SAP
Cloud Platform Integration for data services as input to demand-sensing
algorithms that drive the short-term forecast. This improved short-term
forecast then drives the operational supply planning processes, such as
deployment, inventory optimization, and procurement. For example, POS
data can be actual sales, new product introductions, promotion-related
sales, or stock on the shelves of stores or distribution centers.

When a new product is introduced to the market or there are promotional


sales, the demand at different regions in a country will defer based on mul-
tiple factors, such as weather, culture, and so on. For example, if a new ice
cream flavor is introduced in the market by a manufacturing conglomerate,
the demand for the ice cream can vary in cold or rainy regions versus warm
or hot regions. If this near real-time POS data is input during the demand
sensing in SAP IBP, then the short-term demand forecast in warm and hot
regions will be higher.

3.2 Prerequisites
Master data such as products that are collected in SAP Demand Signal Man-
agement need to be harmonized to ensure that the collected master data
from different sources into SAP Demand Signal Management are mapped
to a product master that exists in SAP IBP.

There are differences in data models in SAP Demand Signal Management


and SAP IBP. The planning level in SAP IBP consists of distribution center,
customer, and product in weekly buckets. The customers denoted in SAP
IBP are retailers that are supplied by distribution centers of the manufac-
turer, which isn’t the same as the customer in SAP Demand Signal Manage-
ment. In other words, the combination of distribution center and customer
in SAP IBP will be a retailer store in SAP Demand Signal Management. This

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3 Integration with SAP Demand Signal Management

mapping of SAP Demand Signal Management retailer stores to distribution


center and customer in SAP IBP needs to be set up in SAP Demand Signal
Management and is possible through harmonization.

Note
Harmonization isn’t covered in this section further as this topic is out of scope
for this E-Bite.

3.3 Configuring Integration Using SAP Cloud Platform


Integration for Data Services
To develop SAP Cloud Platform Integration for data services interfaces,
you’ll need to prepare the data in SAP Demand Signal Management, set up
and configure SAP Cloud Platform Integration for data services, and exe-
cute the interfaces. The following sections provide further details.

Prepare Data in SAP Demand Signal Management


To begin, execute report /DSR/BW_CONT_INST_AND_CHECK, which gives
the list of SAP Demand Signal Management business intelligence (BI) con-
tent on SAP HANA, allowing administrators to install (for both new installa-
tion and upgrades) and check whether the SAP Demand Signal Manage-
ment metadata is active. This must be executed in all SAP Demand Signal
Management systems within the landscape.

Navigate to Transaction RSA1 (Modeling – DW Workbench) to check the meta-


data. Figure 3.2 shows the list of data sources, process chains, and InfoProvid-
ers in SAP Demand Signal Management that are relevant for integration.

In Transaction RSA1, create a new source system via the Source systems
ODP_BW menu. After the system is created, replicate data sources DS91_F
(Sales for IBP) and DS92_F (Stock for IBP) via the Replicate Datasources
context menu. These two data sources will be the sources based on which
you can create the data store in SAP Cloud Platform Integration for data
services.

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3 Integration with SAP Demand Signal Management

Figure 3.2 Relevant Data Sources, Process Chains, and InfoProviders in SAP Demand Signal
Management

Create a source system for uploading the master data. This could be an SAP
ERP system or another SAP BW system. If an upload needs to be done
through the SAP ERP system, then create a source system of type SAP via
Transaction RSA1. Similarly, for another SAP BW system, create a source sys-
tem of type BW. You need to have an RFC connection to these systems via
Transaction SM59.

Note
The connection setup to the SAP ERP system to upload master data and perform
harmonization can be viewed at http://s-prs.co/v495301.

Customize the stock and the sales data through the IMG path: SPRO 폷 Cross
Application Components 폷 Demand Data Foundation 폷 Integration with Other
SAP Components 폷 Integrated Business Planning.

Under Integrated Business Planning, you’ll find the following tasks:

쐍 General Settings
This setting allows business users to specify the start day of the week and
the number of weeks for aggregation. SAP Demand Signal Management
uses this Customizing to aggregate on weekly buckets based on the start
day and the number of weeks.

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3 Integration with SAP Demand Signal Management

쐍 Define Types of Sales Data as Relevant for IBP


This setting is used to list the sales data types that are relevant for SAP IBP.
Promotional sales data types are aggregated into one single key figure,
and other sales data types are aggregated at location, which is either a
retailer or a distribution center.
쐍 Define Stock Types as Relevant for IBP
This setting is used to specify which stock document types are relevant
for SAP IBP (e.g., unrestricted stock, blocked stock, etc.). This data is aggre-
gated at the retailer of the manufacturer’s distribution center.

The following Customizing settings are optional:

쐍 Define CompositeProviders for Transferring Sales Data to IBP

쐍 Define CompositeProviders for Transferring Stock Data to IBP

Normally, to transfer sales data, SAP Demand Signal Management uses the
standard InfoProviders /DDF/CP04 and /DDF/CP05. For stock data, it uses /DDF/
CP07 and /DDF/CP08. If you’ve created your own CompositeProvider, then
use these Customizing settings to maintain these CompositeProviders.

The relevant data for POS data integration is transferred multiple times by
the retailers. This data needs to be cleansed before integrating with SAP IBP.
SAP Demand Signal Management provides two SAP Fiori apps for this pur-
pose, as follows:

쐍 Release Data for IBP app


This app provides the list of distribution centers, SAP IBP customers, and
products, along with the quantities, in weekly aggregated format. This
app enables you to set the SAP IBP relevant statuses to the data (Pending,
Outdated, and Released). Rows that have Pending or Outdated statuses are
filtered during data integration, and only Released data is sent to SAP IBP.
쐍 Mass Release to IBP app
This app allows you to release multiple combinations of distribution cen-
ters, customers, and periods. Through the filter function, you can filter
the relevant customers, distribution centers, and locations. You can also
select rows en masse and set the status to Released.

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3 Integration with SAP Demand Signal Management

Set Up SAP Cloud Platform Integration for Data Services


To transfer the data from SAP Demand Signal Management to SAP IBP
through SAP Cloud Platform Integration for data services, you’ll follow the
steps in the following sections.

Create a Data Store for SAP Demand Signal Management


Create the data store by navigating to DATASTORES in the SAP Cloud Platform
Integration for data services portal. Figure 3.3 shows the example data store.

Figure 3.3 Data Store of Type SAP BW Source

Choose the objects for importing to the data store, as shown in Figure 3.4.

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Figure 3.4 Import Objects Table for the SAP Demand Signal Management Source System

Create a Data Store for SAP Integrated Business Planning


As specified in the Inbound Tasks section, create a data store for SAP IBP.
Import the target planning area into this data store. The SAP IBP target key
figure examples are shown in Figure 3.5.

Figure 3.5 Target Key Figures in SAP IBP

These example key figures exist as a standard key figure in the SAP6 sample
planning area. CUSTDCSLSQTY is relevant for the POS sales data, and CUST-
DCSTOCKQTY is relevant for the POS stock data. Both these key figures are at
planning level distribution center, product, and customer at a weekly
bucket granularity. These key figures can be seen in the SAP IBP Model Con-
figuration app.

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3 Integration with SAP Demand Signal Management

Create the Remote Function Call User in SAP Demand Signal Management
Create the RFC user SAPDS in Transaction SM59 as shown in Figure 3.6.

Figure 3.6 SAPDS RFC User in Transaction SM59

Now you’ve completed the data store creation for SAP Demand Signal Man-
agement and SAP IBP.

Set Up Project, Task, and Integration into SAP IBP


Create the task and the data flow in SAP Cloud Platform Integration for data
services by navigating to Projects 폷 Create Task, as shown in Figure 3.7.

There are two predefined templates in SAP Cloud Platform Integration for
data services. Create a new task based on these templates. Through forward
navigation, select the source and the target. Select the Save and Define Data
Flow button.

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Figure 3.7 Predefined Templates for SAP Demand Signal Management in SAP Cloud Plat-
form Integration for Data Services

In the following screen, highlight the data flow, and navigate to Actions 폷
Copy to new target. Add a new target as the SAP IBP planning area that was
imported in the previous section to the data flow that has been copied. An
example is shown in Figure 3.8.

Figure 3.8 Creation of the Data Flow with the New Target

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3 Integration with SAP Demand Signal Management

Edit the data flow as shown in Figure 3.9, and insert the source table.

Figure 3.9 Data Source Table Definition for the POS Data and Stock Data

Map the fields from the source to the target. An example data flow for inte-
grating POS sales data is shown in Figure 3.10.

Figure 3.10 Example Data Flow for Integration of POS Data

Similarly, you can create the POS stock data with the relevant source table
name. Now you’re ready to integrate the data from SAP Demand Signal
Management into SAP IBP through SAP Cloud Platform Integration for data
services.

Note
In the example shown previously in Figure 3.9, the SAP Cloud Platform Integra-
tion for data services data flow shows the source table name as /1DD/ADS9100
for POS sales data. The template displays the source table name /DDF/DS91$F.

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3 Integration with SAP Demand Signal Management

Depending on the version of SAP Demand Signal Management, this DSO table
name could change. You could verify the source table name in SAP Demand Sig-
nal Management by verifying the technical attributes of the DSO in Transaction
RSA1.

In SAP Demand Signal Management, there are two predefined standard pro-
cess chains for sales POS data and stock POS data that can be used to extract
the data from SAP Demand Signal Management (see Figure 3.11):

쐍 Load Sales Data for IBP


This process chain inserts the POS sales data into DSO /DDF/DS91 from
DSO /DDF/DS11, which is the DSO for the POS discrete data. The process
chain ensures that only released data is harmonized and transformed
into DSO /DDF/DS91.
쐍 Load Stock Data for IBP
Like Load Sales Data for IBP, this process chain inserts the POS stock data
into DSO /DDF/DS92 from DSO /DDF/DS12.

Figure 3.11 Predefined Process Chains

These process chains must be executed before the SAP Cloud Platform Inte-
gration for data services task is executed. Follow these steps to perform the
integration:

1. Verify the data to be released to SAP IBP through the Release Data to IBP
and Mass Release to IBP apps. Set the correct status.

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3 Integration with SAP Demand Signal Management

2. Execute the Load Sales Data for IBP and Load Stock Data for IBP process
chains.
3. Execute the SAP Cloud Platform Integration for data services task.

Figure 3.12 shows the example steps executed for the supply chain planning
example described in Section 1.3. These steps are as follows:

1 The product SAPIBPINT_FG_1 POS data can be seen in the data source Pre-
view tab in SAP Demand Signal Management Transaction RSA1.
2 The SAP Cloud Platform Integration for data services task is executed
successfully to integrate the three rows shown in SAP Demand Signal
Management.
3 The integrated data is displayed in the SAP IBP Excel add-in for the NA_
CUST01 (customer), NA_DC (manufacturer distribution center), and
SAPIBPINT_FG_1 (product) in weekly buckets.

Figure 3.12 Steps Executed for the Supply Chain Planning Example

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4 Integration with SAP Ariba

Now you’ve integrated the POS data successfully from SAP Demand Signal
Management through SAP Cloud Platform Integration for data services.
Similarly, if there is a need to integrate market-related data for SAP IBP from
SAP Demand Signal Management, similar configuration can be executed.

In the next section, you’ll learn how to integrate with SAP Ariba Supply
Chain Collaboration.

4 Integration with SAP Ariba


In this section, you’ll get an overview of SAP Ariba Supply Chain Collabora-
tion and learn how to integrate it with SAP IBP. For illustration purposes,
we’ll focus on a forecast collaboration use case. However, most of the setup
is valid for other use cases of SAP Ariba Supply Chain Collaboration.

We’ll use the sample supply chain model as described in Section 1.3.

4.1 Supply Chain Collaboration


SAP Ariba Supply Chain Collaboration enables buyers and suppliers to col-
laborate on a connected digital platform. Sharing key business planning
data provides visibility and helps with efficient planning. Visibility into
planning data, such as forecasts, supplier commits, inventory levels, and so
on, will help users make better and faster planning decisions. This improves
buyers’ as well as suppliers’ inventory levels, capacity utilization, customer
service, and more.

Following are some of the typical SAP IBP and SAP Ariba Supply Chain Col-
laboration use cases:

쐍 SAP Ariba Supply Chain Collaboration supported with an SAP Ariba front-
end add-on that provides the following:
– Forecast collaboration
– Inventory visibility

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4 Integration with SAP Ariba

쐍 SAP Ariba Supply Chain Collaboration supported for business-to-busi-


ness (B2B) (without SAP Ariba add-on frontend) that provides the follow-
ing:
– Sharing target stock levels with suppliers
– Sharing supplier component forecasts with buyers
– Sharing purchase order time-series with buyers

The forecast collaboration process between SAP IBP and SAP Ariba Supply
Chain Collaboration is represented in Figure 4.1.

SAP Integrated SAP Ariba


Business Planning

Generate
Send component Receive and
unconstrained
forecast to supplier review forecast
supply plan

Generate
Receive component Provide commit
constrained
forecast commit and publish
supply plan

Figure 4.1 Forecast Collaboration Process Steps

In the traditional world, you would take this component forecast and com-
municate via email or phone to collaborate with suppliers and get their
commitment. However, this approach can cause delays and manual mis-
takes that have negative impacts on business.

Sharing your component forecast with your supplier on a connected digital


platform such as SAP Ariba Supply Chain Collaboration will allow suppliers
to gain visibility and provide commitment quickly. As a result, you can
identify potential issues in meeting your customer demand and make

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4 Integration with SAP Ariba

necessary supply planning decisions and arrangements. From a supplier


context, suppliers can use component forecasts in their supply planning as a
demand signal and generate a constrained supply plan to come up with the
correct commitment.

You as a buyer can invite your suppliers on Ariba Network and enable them
quickly for supply chain collaboration. After buyer and supplier relation-
ships are established, the buyer can send component forecasts to the sup-
plier. The supplier can log in to the SAP Ariba UI as a supplier to review and
provide component forecast commit. The supplier can then publish the
provided commit to the buyer to make it visible in the buyer’s SAP IBP sys-
tem. This component forecast commit can be used as a component con-
straint while generating a constrained supply plan in SAP IBP.

In our example, if supplier 13300003 commits for only 400 out of 500 com-
ponents forecast, you as a buyer will have this commitment in your SAP IBP
system. You can review the supplier commit within SAP IBP and generate a
constrained supply plan. In this case, you’ll be able to support only 400 out
of the 500 finished good SAPIBPINT_FG_1. This integrated process will
allow planners to trigger appropriate actions to handle the quantity short-
age of 100.

4.2 High-Level Architecture


SAP IBP to SAP Ariba Supply Chain Collaboration integration uses cXML
messages to exchange data. SAP Ariba Supply Chain Collaboration forecast
add-on within SAP IBP has the following:

쐍 Synchronous outbound adapter


When outbound jobs are executed, messages are pushed synchronously
to SAP Ariba.
쐍 Polling client
Polling client will keep checking the SAP Ariba outbox for any inbound
messages. The frequency of the polling check is configurable within the
communication arrangement.

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4 Integration with SAP Ariba

Figure 4.2 shows the high-level architecture of the SAP IBP and SAP Ariba
integration.

Ariba supply chain collaboration


SAP Ariba

cXML product
replenishment message
cXML
HTTP(s) SOAP

cXML product
activity message

Data
sharing Outbound Inbound
SAP Integrated
plan message polling
Business Planning

Figure 4.2 SAP IBP and SAP Ariba Integration: High-Level Architecture

4.3 SAP Ariba Configuration


You need to have a buyer account on the SAP Ariba Supply Chain Collabora-
tion for Buyers forecast add-on. This account will provide the Ariba Network
ID (ANID), which is used to establish authentication between SAP IBP and
the SAP Ariba Supply Chain Collaboration forecast add-on.

A one-time technical setup is required to establish communication be-


tween SAP IBP and the forecast add-on.

System administrators will have to perform the following steps to prepare


the forecast add-on:

1. Invite suppliers to Ariba Network.


2. Maintain the shared secret.
3. Upload the client certificate.

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Note
For more details, refer to the Configuration Guide for Business Network Collabo-
ration in the SAP Help documentation (http://s-prs.co/v495302).

As a buyer, you need to perform the following steps for each supplier you
want to collaborate and share data with using the forecast add-on. Note that
suppliers must have a supplier account on SAP Ariba that is enabled to
establish relations.

Figure 4.3 shows the steps for supplier enablement:

1 Log in to https://service.ariba.com/Buyer.aw with your buyer account.


After login, go to the SUPPLIER ENABLEMENT tab.
2 You’ll see a list of suppliers with whom releationships have been estab-
lished. Select the supplier, and click Actions 폷 Enable/Disable Supply Chain
Collaboration to enable SAP Ariba Supply Chain Collaboration.
3 Select the Collaborative supply chain checkbox.

Figure 4.3 Supplier Enablement Steps

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4 Integration with SAP Ariba

4 Select the supplier, and click More Actions 폷 Edit.


5 Edit the preferences for the selected supplier. Enter the Vendor ID under
Enter supplier identifiers for the procurement application. This is same as
the supplier ID in SAP IBP. Per the example, it’s 0013300001.
6 In the Forecast Collaboration area, follow these steps:
– Select Override the following default forecast rules.
– Select Allow suppliers to view forecast data.
– Select Allow suppliers to commit to forecast data.
– Enter a value for Forecast Commit Horizon (in days). For example, enter
“365” days.

Note
In order to complete supplier enablement, you need to perform the same steps
under Manage Profile 폷 Default Transaction Rules 폷 Forecast Collaboration.

4.4 SAP Integrated Business Planning Configuration


To set up SAP Ariba integration, you’ll need to configure a communication
management and data sharing plan in SAP IBP. The following sections pro-
vide further details.

Prerequisite System Setup


A one-time technical setup is required to establish communication between
SAP IBP and the forecast add-on for SAP Ariba Supply Chain Collaboration.
System administrators will have to perform one of the following authenti-
cation steps in SAP IBP to communicate with forecast add-on:

쐍 Authenticate using client certification


– Create communication system
– Create communication arrangement
쐍 Authenticate using the shared secret
– Create communication system

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– Create communication arrangement


– Specify Ariba Network credentials

We’ll use the authentication using shared secret option for illustration pur-
poses in this section:

1. Create the communication system.


Open the Communication Systems app in the SAP IBP system to define a
communication system. Click on New, and enter the System ID and Sys-
tem Name. Click Create, and enter the SAP Ariba system host name “ser-
vice-2.ariba.com” in the Host Name field. Under Users for Outbound Com-
munication, click the + button to set the authentication method to None.
Click on Save to save the changes.
2. Create the communication arrangement.
Open the Communication Arrangements app in the SAP IBP system to
define a new communication arrangement. Click on New, select communi-
cation scenario SAP_COM_0201, and click Create. Enter the Arrangement
Name, and select the Communication System created in the previous step
from the available search help. Specify the job frequency for the product
replenishment messages, and then click on Save to save the changes.
3. Specify Ariba Network credentials.
Open the Manage Ariba Network Credentials and Endpoints app in the SAP
IBP system to specify the Ariba Network credentials. Click on New, enter
your ANID, and specify the shared secret. Click on Save to save the changes.

Create a Data Sharing Plan


Data sharing plans are used to define an agreement between SAP IBP and
SAP Ariba Supply Chain Collaboration. A data sharing plan is specific to a
planning area in SAP IBP. To set up a data sharing plan, follow these steps:

1. Go to the Manage Data Sharing Plans app.


2. Click on Create New to create a new data sharing plan.
3. Enter the Header Information, such as data sharing Plan ID, Name, Planning
Area, and Plan Type. Plan Type signifies the direction of the data flow. If a

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4 Integration with SAP Ariba

buyer is sending data, then the plan type will be Provider. If a buyer is
receiving data, then the plan type will be Consumer.
In the example described in Section 1.3, the plan type for sending the
component forecast to SAP Ariba Supply Chain Collaboration will be Pro-
vider and the receiving component forecast commit from SAP Ariba Sup-
ply Chain Collaboration will be Consumer.
4. Under the GENERAL INFORMATION tab, enter the description and default
settings that can be applied to each data sharing arrangement.
5. Go to the Plan Attributes area of the screen, and click New to enter the plan
attributes.
6. Select a FREETEXT attribute to map the Buyer ANID and Supplier Location.
In the example described in Section 1.3, the ANID provided for the buyer
account is AN01443930905, and the Supplier Location ID is 0013300001.
Figure 4.4 shows the header, GENERAL INFORMATION, and PLAN ATTRI-
BUTES used for our example. The left side of the figure represents the out-
bound data sharing plan, and the right side of the figure represents the
inbound data sharing plan.

Figure 4.4 Data Sharing Plan Showing Header, General, and Plan Attributes

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7. Go to the MAPPINGS tab, and click New to create field mapping. Under the
header section, select the Source and Target. This depends on the plan
type. Table 4.1 shows the plan types for provider and consumer data shar-
ing plans.

Plan Type Source Target


Provider _BASELINE (planning area version) CXML_PROACT (message type)
Consumer CXML_PREM (message type) _BASELINE (planning area version)

Table 4.1 Plan Types for Provider and Consumer Data Sharing Plans

8. Create a mapping to associate the source and target fields. The following
source fields are available for mapping.
– Attributes from the data sharing plan
– Attributes from the planning area master data
– Key figures
– Time level
– Time profile attributes

In our example, provider mapping MAP_SUPPLIERFORECAST_TO_CXML has


the mapping shown in Table 4.2.

Source Source Field Target Field Mandatory


Time level PERIODID4 $$TIME_LEVEL$$ Yes
Attribute LOCTO BUYER_LOCATION_ID Yes
Attribute LOCTODESCR BUYER_LOCATION_DESC Yes
Attribute PRDID BUYER_PART_ID Yes
Attribute PRDDESCR BUYER_PART_DESCRIPTION No
Time attribute TSTFR FORECAST_START_DATE No
Time attribute TSTTO FORECAST_END_DATE No
Key figure SUPPLIERFORECASTDS FORECAST_QUANTITY No
Data sharing plan Attribute HDR_SUPPLIER_ID TO_VENDOR_ID Yes
Data sharing plan attribute HDR_BUYER_COMPANY_ANID FROM_NETWORK_ID Yes

Table 4.2 Provider Mapping for Sending a Supplier Forecast

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In our example, consumer mapping MAP_SUPPLIERCOMMIT_TO_CXML has the


mappings shown in Table 4.3.

Source Source Field Target Field Mandatory


Attribute BUYER_LOCATION_ID LOCTO No
Attribute BUYER_PART_ID PRDID No
Key figure CONFIRMATION_QUANTITY SUPPLIERCOMMIT No
Time attribute CONFIRMATION_START_DATE TSTRFR No
Attribute SUPPLIER_LOCATION_ID LOCID No
Data sharing plan Attribute FROM_VENDOR_ID HDR_SUPPLIER_ID No
Data sharing plan attribute TO_NETWORK_ID HDR_BUYER_COMPANY_ANID No

Table 4.3 Consumer Mapping for Receiving the Supplier Commit

Figure 4.5 shows the inbound mapping for our example.

Figure 4.5 Data Sharing Plan: Inbound Mapping

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Figure 4.6 shows the data sharing plan for the outbound mapping sce-
nario.

Figure 4.6 Data Sharing Plan: Outbound Mapping

Note
In the preceding mapping, we’ve shown the key figure mapping for FORECAST_
QUANTITY. However, the XML_PROACT message interface has 10 custom key fig-
ures that can be mapped from SAP IBP.

9. Go to the ARRANGEMENT tab, and click New to create a new data sharing
arrangement. The data sharing arrangement defines how data is shared
between SAP IBP and SAP Ariba Supply Chain Collaboration. You create
separate data sharing arrangements for each supplier. For our example,
we’ll create the arrangement for supplier 0013300001:

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– Enter the ID, Name, and General Information. Select Sharing mode as
the XML Message, and maintain the default settings that are applicable
to this data sharing arrangement.
– Select a Mapping as defined in the previous step. In our example, send-
ing the component forecast to SAP Ariba Supply Chain Collaboration
uses MAP_SUPPLIERFORECAST_TO_CXML mapping, and receiving the com-
ponent commit uses MAP_CXML_TO_SUPPLIERCOMMIT.
– Select a Permission Filter. You can restrict what data is to be shared in
this arrangement by specifying a permission filter. For example, for
this supplier, we want to share forecast key figure values for the com-
ponent products that are sourced from supplier 0013300001. So, the
permission filter can be set to have a read restriction on PRDID with fil-
ter values SAPIBPINT_COMP_1 and SAPIBPINT_COMP_2.
– Select the Default time filter. Select Time Period, From, and To time peri-
ods to indicate time bucket restrictions. You can choose the Rolling
option to roll over the period automatically.
– Select the Status of the data sharing arrangement as Enabled to use it
for outbound data sharing.
Figure 4.7 shows the inbound/outbound mapping for our example. The
left side of the figure represents the data sharing arrangement for the
provider, and the right side of the figure represents the data sharing
arrangement for the consumer.
10. Click Apply to check all changes, and click Save to save your data sharing
plan.
11. Navigate back to the Manage Data Sharing Plans screen, select your data
sharing plan from the Inactive tab, and click Activate.
12. Go to the Active tab, reselect your data sharing plan, and click Enable to
enable data sharing.

Now your data sharing plan is active and enabled for SAP IBP Ariba Supply
Chain Collaboration integration.

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Figure 4.7 Data Sharing Arrangements

4.5 Runtime and Monitoring


After setting up the SAP IBP and SAP Ariba configuration, now the out-
bound and inbound data sharing plans can be executed and monitored. The
following sections provide further details on the runtime and monitoring
of the outbound sharing to SAP Ariba, inbound sharing to SAP IBP, and mes-
sage monitoring.

Outbound to SAP Ariba


You can send data from SAP IBP to SAP Ariba Supply Chain Collaboration
using the Data Sharing Plan Outbound job template from the Application
Jobs app or via the SAP IBP Excel add-in. Select Data Sharing Plan and Data
Sharing Arrangement you created in the Create a Data Sharing Plan section

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4 Integration with SAP Ariba

to schedule the outbound job. Optionally, you can enter a Planning Filter to
restrict shared data and Max Records per Message to specify the maximum
number of records sent together in a single message. Figure 4.8 shows an
example of the outbound job scheduling from the SAP IBP application job
template and SAP IBP Excel add-in.

Figure 4.8 Outbound Job Scheduling

Inbound to SAP Integrated Business Planning


SAP IBP runs a polling job to check and retrieve data from the SAP Ariba Sup-
ply Chain Collaboration outbox. Message PREM (Product Replenishment Mes-
sage) is used to transfer data from SAP Ariba Supply Chain Collaboration to
SAP IBP. The consumer data sharing plan must be active and enabled for
successful inbound integration.

Note
Polling job details are maintained in the communication arrangement.

Supplier can log in to https://service.ariba.com/Supplier.aw. When the sup-


plier provides a commit and publishes to SAP IBP, there will be a product

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4 Integration with SAP Ariba

replenishment message created in the SAP Ariba Supply Chain Collaboration


outbox. Figure 4.9 shows the steps for providing a commit from SAP Ariba:

1 Click on the Click To Specify Commit Quantities button to open the Fore-
cast Commit screen. This screen shows the forecast quantities that was
transferred from SAP IBP.

Figure 4.9 Supplier Commit Steps from SAP Ariba Supply Chain Collaboration

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4 Integration with SAP Ariba

2 Provide the commit quantities in the Committed field. This is the quan-
tity that you wish to transfer as the supplier commit from SAP Ariba to
SAP IBP. Click on the Commit and Close button. In case you wish to com-
mit to the forecasted quantity, you can click on the button Commit to
Forecast Quantities.
3 Publish the committed quantities by clicking on the Send Commitment
to buyer button.

Message Monitoring
You can monitor inbound and outbound messages from the Message Dash-
board app. As shown in Figure 4.10, you can restrict time periods using the
Calendar Monitor screen to monitor messages exchanged during a specified
duration. With this app, you’ll be able to do the following, among other things:

쐍 Check status logs of inbound/outbound messages.

쐍 Reprocess failed messages.

쐍 Check the content of the message structure.

Figure 4.10 Message Monitoring Dashboard

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In this section, you learned about SAP Ariba Supply Chain Collaboration and
the configuration steps to achieve successful integration with SAP IBP for
forecast collaboration. Similarly, other scenarios, such as inventory visibility
and stock replenishment based on target stock level, can be configured.

5 Integration with SAP Sales Cloud


SAP Sales Cloud provides presales as well as post-sales capabilities. This sec-
tion provides insights on the importance of integration of SAP Sales Cloud
with SAP IBP. We’ll walk through the basic data flow options between SAP
Sales Cloud and SAP IBP. Further, we’ll touch upon the integration of the mas-
ter data and sales data, such as products, customers, sales leads, opportuni-
ties, sales forecast, and so on, to SAP IBP for sales and operations planning and
SAP IBP for demand. To enable this, we’ll create business analytics and sales
OData services, provision data stores in SAP Cloud Platform Integration for
data services, configure a simple task with the source as SAP Sales Cloud and
the target as the SAP IBP planning area, and view the data in SAP IBP.

5.1 Basic Data Flow between SAP Sales Cloud


and SAP IBP
Figure 5.1 shows the data integration between SAP Sales Cloud and SAP IBP.
Master data and transactional data can be integrated between these two
systems. Some of the most relevant master data for integration includes
products, product categories, accounts, customers, and customer groups.

Depending on the SAP IBP for sales and operations planning and SAP IBP for
demand business requirements, the following documents can be integrated
from SAP Sales Cloud to SAP IBP:

쐍 Sales leads 쐍 Quotations and sales orders

쐍 Opportunities 쐍 Forecasts

쐍 Sales quotes

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5 Integration with SAP Sales Cloud

SAP Sales Key Figure SAP Integrated


Cloud Business Planning
Opportunities
Opportunities
Sales leads
Sales leads

Sales target Baseline forecast


Sales target

Sales forecast Sales forecast

Consensus demand
Quotes
Quotes

Sales orders
Sales orders Statistical forecast

Master data type

Product
Product

Customer
Customer

Figure 5.1 Data Integration between SAP Sales Cloud and SAP IBP

Normally, master data, quotations, and sales orders are integrated from the
SAP ERP system if they exist in the system landscape. Integrating the sales
document quantities or revenue numbers into the baseline and consensus
demand planning not only improves the accuracy of the forecast but also
reduces the forecast variances and provides a more stable demand planning
output.

Not all documents are relevant for planning. For example, for sales leads,
you can maintain the Qualification Level (Cold or Hot), Status (Open or Qual-
ified), which will determine the probability of sales leads getting converted

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to opportunities and ultimately into sales orders. Sales leads that are hot
and qualified make the best sense to be considered for consensus demand
planning.

Similarly, for opportunities, you can maintain the probability percentage


and publish to forecast fields. Opportunities can be filtered using these
fields, for example, integration opportunities with a probability of 80%.

For sales forecasts, you can use the opportunity level forecast and product
level forecast to filter the most relevant forecasts for integration.

These sales documents can be integrated and used in planning at any con-
sensus demand planning hierarchy. Data such as leads can be integrated at
the product/customer, product/region, product/country, and so on levels
based on the business requirements.

5.2 Technical Integration


Figure 5.2 shows the technical view of the SAP Sales Cloud integration
through OData services consumption via SAP Cloud Platform Integration
for data services.

Opportunities Sales leads Sales target Sales forecast Quotes Sales orders

Data source
SAP Sales
Cloud
Business analytics report OData services

SAP Cloud Platform SAP Cloud Platform


Integration for data Integration for data
services data store, services on-premise or
SAP Cloud Platform
task, and data flow virtual machine agent

Planning area, key figure


SAP Integrated Staging tables
master data types
Business Planning

Figure 5.2 Technical View of the SAP Sales Cloud and SAP IBP Integration

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There are two options to integrate data from SAP Sales Cloud:

쐍 OData using business analytics

쐍 OData services v2 using the c4cODataapi namespace released in SAP


Cloud for Customer 1808

Note
SAP Cloud Platform Integration for data services allows integration of OData v2
and v4 only as of software version 3.13.7.

The volume of data and the number of fields for integration are key factors
to consider when choosing between the two options specified earlier. When
integrating the data through the business analytics, you can limit the fields,
which in turn improves the runtime and performance of the SAP Cloud
Platform Integration for data services task execution.

Following are the requirements for integration:

쐍 SAP Cloud Platform Integration for data services agent: Even though the
SAP Sales Cloud, SAP Cloud Platform Integration for data services server,
and SAP IBP systems are available in the cloud, you still need a SAP Cloud
Platform Integration for data services agent set up on an on-premise or a
virtual machine. The agent must be available to execute the SAP Cloud
Platform Integration for data services tasks successfully.
쐍 SAP Sales Cloud data store of type adapter

쐍 SAP IBP planning area with the required planning levels and key figures.
For example, unified planning area SAPIBP1 as of 1902 has key figure
OPPORTUNTIESQTY at planning level WKPRODCUST (Week/Product/Customer).
쐍 IBP system data store with the following:

– Type: HANA Application Cloud


– Application type: Integrated Business Planning
쐍 SAP Cloud Platform Integration for data services task and data flow with
required transformations

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Now let’s look at the steps in SAP Sales Cloud to set up the OData integration
to SAP Cloud Platform Integration for data services.

5.3 OData in SAP Sales Cloud


In Section 5.2, you learned about the two OData service options to integrate
data from SAP Sales Cloud. Log on to the SAP Sales Cloud frontend to exe-
cute the necessary steps to use OData in SAP Sales Cloud, which we’ll cover
in the following sections.

OData Services Using Business Analytics


Create a business analytics report by navigating to Business Analytics 폷
Design Reports 폷 Design and Assign Reports 폷 New. The guided procedure
helps you in defining the data source and the key figures that are relevant
for the report. If only the master data is required, then select Only for Master
Data in Business Analytics 폷 Design Reports 폷 Design and Assign Reports 폷 New 폷
Define Report and Data Source.

You can improve the performance of the integration by selecting only the
relevant key figures, characteristics, and characteristics properties during
the creation of the business analytics report. The characteristics that should
be included in the report depend on the planning levels defined in the rele-
vant key figures. For example, the standard opportunities key figure is
defined at the WKPRODCUST planning level. In this case, the most appropriate
fields are account number (Customer ID) and Product ID, and the key figures
are start date of the opportunity, probability, item quantity, or item reve-
nue value. For date extraction, you can also pick week, month, quarter, or
year depending on the base planning level of the key figure.

The characteristics properties play a major part in the selection of the busi-
ness analytics report, which in turn determines the performance of the SAP
Cloud Platform Integration for data services task. In characteristics proper-
ties, you can define the value selection and the display of the master data
value. Normally, the date range selections that are relevant for planning
should be selected.

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Figure 5.3 shows an example of a design report of sales leads that can be con-
figured in SAP Sales Cloud.

Figure 5.3 Example of a Design Report of Sales Leads

After the business analytics report is designed, note down the Report ID,
which is visible in the Business Analytics 폷 Design Report path. This Report ID
will be used in selecting the right object while defining the SAP Sales Cloud
object that is detailed in the SAP Cloud Platform Integration for Data Ser-
vices Task and Data Flow Definitions section.

Build the OData queries by clicking on Business Analytics 폷 Design Reports 폷


Build OData Queries 폷 Generate Meta Data Query. Note down the Metadata
Query as this will be used during SAP Cloud Platform Integration for data
services data store definition for source metadata extraction.

OData Services Application Programming Interface V2


The newly released OData services API V2 (1808 release) can also be used for
integration. The relevant OData APIs can be viewed in Administrator 폷 OData

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Service Explorer. If the relevant OData doesn’t exist in the standard SAP
OData services, then a custom OData service can also be created by choos-
ing Administrator 폷 OData Service Explorer 폷 Custom OData Services. The
recently released OData services V2 are available in namespace c4cOData-
api. Figure 5.4 shows the frontend of the ODATA CONSOLE application in
SAP Sales Cloud.

Figure 5.4 ODATA CONSOLE Application Screen in SAP Sales Cloud

Note down the service and/or the Get method request URL as this will be
used for the source metadata extraction in SAP Cloud Platform Integration
for data services.

5.4 SAP IBP Planning Area Setup


Log on to SAP IBP to configure the planning area, which can have the OPPOR-
TUNITIESQTY key figure. This planning area and the key figure will then be
used to set up the data store in SAP Cloud Platform Integration for data ser-
vices. Figure 5.5 shows an example from the SAPIBP1 planning area with key
figures OPPORTUNITIESQTY and OPPORTUNITIESREV.

The screen displays the SAP IBP standard unified planning area (SAPIBP1)
key figure for opportunities integration. Depending on the business re-
quirements, the base planning levels can be any characteristics of the prod-
uct and customer.

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Figure 5.5 Key Figure Configuration in SAP IBP Unified Planning Area SAPIBP1 for Opportuni-
ties Quantity and Revenue

Note
As of release 1902, the OPPORTUNITIES document key figure exists in the SAPIBP1
sample planning area. You can create a similar key figure if the business requires
key figures such as Sales Leads in line with the OPPORTUNITIES key figure.

5.5 SAP Cloud Platform Integration for


Data Services Setup
For the successful integration of the master data and transactional data
through SAP Cloud Platform Integration for data services, you require the
following:

쐍 SAP Sales Cloud data store definition

쐍 SAP IBP data store definition

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SAP Sales Cloud Data Store Definition


This section gives information on how the data stores can be created for
SAP Sales Cloud. Connect to SAP Cloud Platform Integration for data ser-
vices, and navigate to Datastores 폷 New Datastore. In Section 5.1, we dis-
cussed these two options. For both options, the data store should be created
as shown in Figure 5.6:

1 Specify the name of the data store in the Name field.


2 Specify the business analytics URL you noted down from the OData ser-
vices console in the Endpoint URI field.
3 SAP Cloud Platform Integration for data services supports OData V2 and
V4. Specify this in the OData Version field.

Figure 5.6 Creation of SAP Sales Cloud Data Store in SAP Cloud Platform Integration for
Data Services

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5 Integration with SAP Sales Cloud

If you want to use the business analytics reports, use the endpoint URL you
noted down in the OData Services Using Business Analytics section. There
are two ways you can define this URL. The URL normally has the following
pattern: <URL>sap/c4c/OData/ana_businessanalytics_analytics.svc/$meta-
data?entityset=<Report ID>. You can use the complete URL to import only
the defined business analytics report ID, which will allow you to import
only the report ID specified in the URL.

Alternatively, you can use the pattern https://<serviceurl>sap/c4c/odata/


ana_businessanalystics_analytics.svc, which allows you to select and im-
port all the business analytics reports, which are exposed to the external
systems from SAP Sales Cloud.

If OData services need to be used, then use the service URL that was noted
down in the OData Services Application Programming Interface V2 section.
Ensure that the OData version is set to V2.

After defining the data store, test the connection by selecting Datastores 폷
Test Connection with default configuration. After the connection is success-
ful, you can now import the objects by selecting Datastores 폷 Tables 폷 Import
Objects or Import Objects by Name. The system will display the list of busi-
ness analytics reports or OData services. For the business analytics report,
the object name displayed in the Import Objects list has the suffix “RP” fol-
lowed by the Report ID from SAP Sales Cloud that you’ve noted down in the
OData Services Using Business Analytics section.

Figure 5.7 shows the example list of OData services that are available from
SAP Sales Cloud in SAP Cloud Platform Integration for data services.

In Figure 5.7, you can see all the OData services that are visible in the SAP
Sales Cloud OData service explorer. Select the objects that you want to
import. The selected objects after the import will now be visible in the
Tables section of the data store. You’ve now successfully added the SAP
Sales Cloud data store to SAP Cloud Platform Integration for data services.

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Figure 5.7 The OData Services of SAP Sales Cloud in SAP Cloud Platform Integration for Data
Services

SAP Integrated Business Planning Data Store Definition


Figure 5.8 shows an example of creating a SAP Cloud Platform Integration
for data services data store for the SAP IBP system. This data store should be
created as follows:

1 Specify the Name of the data store.


2 Select the Type.
3 Select the Instance of the SAP IBP system.

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Figure 5.8 Adding the SAP IBP Data Store in SAP Cloud Platform
Integration for Data Services

The application type and the instance are crucial in defining the data store
for the SAP IBP system. The instance is defined by the SAP Cloud Operations
team during the provisioning of the SAP Cloud Platform Integration for
data services server instance. You can test this connection just like you
tested the SAP Sales Cloud data store that you created earlier. Now you’re
ready to import objects from the SAP IBP system. Import the objects by
choosing Datastores 폷 Tables 폷 Import Objects or Import Objects by Name.

Figure 5.9 shows the key figure and master data imports for the SAP IBP data
store. Here you can see the following:

1 Select the Timeseries Folder for the key figure data import. Select the Mas-
ter Data Folder for master data import.
2 If the Master Data Folder is selected, then scroll and select the appropriate
master data type for import.

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3 If the Time Series Folder is selected, then scroll and select the appropriate
planning area and the version.

Figure 5.9 Key Figure and Master Data Object Imports for SAP IBP Data Store

After selecting the right objects, click on Import to see these objects in the
Tables Section of the Datastore. Set up the system configuration by navigat-
ing to Datastores 폷 System Configurations. Create a new System Configura-
tion, and add the SAP IBP data store that you’ve just created. Save your
entries.

You’ve successfully created the SAP IBP data store. Now you can create the
SAP Cloud Platform Integration for data services task and data flow for
actual integration.

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SAP Cloud Platform Integration for Data Services Task and


Data Flow Definitions
The SAP Cloud Platform Integration for data services task definition
includes the selection of the source and the target data stores. The tables
that were imported in the SAP Sales Cloud Data Store Definition and SAP
Integrated Business Planning Data Store Definition sections are the only
objects that can be selected from the source and the target data stores. You
can encapsulate the different tasks in a Projects folder.

Note
As of the SAP IBP 1902 release, there are no standard templates available for the
SAP Sales Cloud and SAP IBP integration.

Create a project by navigating to Projects 폷 New Project. After creation of the


project through forward navigation of the Project screen, select Save and
Create Task. In the task, specify the task name. Select the source as the SAP
Sales Cloud data store that you created. Similarly, select the target as the
SAP IBP data store that you created. Through forward navigation, click on
Save Task and Define the Dataflow. You’re now in the Task Definition screen.
In this screen, select Add Target Object, and add the object to initiate the
data flow creation. Select the target object name. Specify the data flow name
in the next screen, and the system will automatically insert the target object
and the query transform for the target object.

Figure 5.10 shows the example data flow for the sales lead integration.

Drag and drop the source element by selecting the source in the left naviga-
tion pane as displayed in Figure 5.10. Similarly, drag and drop a transform if
there are any field transformations. For example, if you want to map the
date to a week format, you can use this transform. Provide an appropriate
name for the transform. Connect the elements of the data flow as displayed
in Figure 5.10.

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Figure 5.10 Sample Sales Leads Integration Data Flow

Within the source and transforms elements, you’ll perform the following
tasks:

쐍 Specify the input mapping of the fields. Input mapping fields are input to
the data flow element.
쐍 Specify the output mapping of the fields. Output mapping is the output of
the transform.
쐍 The target query will have the mapping of the input fields of the target
query to the output fields of the key figure or master data.
쐍 Save the data flow by clicking on Done.

Now the data flow definition is complete. Navigate back to the Projects
menu. Execute the created task by selecting the task in the Projects menu
and clicking on Run Now. After the task is completed successfully, you
can view the key figure data in SAP IBP via a template in the SAP IBP Excel
add-in.

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5.6 Scheduling and Monitoring


After the data flow and the task definitions are defined, you can schedule
this as a job in SAP Cloud Platform Integration for data services and moni-
tor the task executions. The following sections provide further details.

Job Scheduling
There are two options to schedule the SAP Cloud Platform Integration for
data services task. First, in the Projects menu, select the task you want to
schedule, and choose Schedule 폷 New.

Figure 5.11 shows the schedule function in SAP Cloud Platform Integration
for data services.

Figure 5.11 Task Schedule in SAP Cloud Platform Integration for Data Services

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After the scheduling is completed, you can view the task executions by
choosing Dashboard 폷 Schedules. The schedules can be set up both on the
sandbox and in production tenants.

Second, through the Application Jobs app in SAP IBP, you can also schedule
and execute the SAP Cloud Platform Integration for data services task. Use
the Data Integration Using Cloud Platform Integration for data services tem-
plate file in the Application Jobs app. Specify the Organization Name and
Task Name to schedule this. If there are multiple steps in the job execution
and other templates in SAP IBP that needs to be executed as a multistep
template, then you can use this approach to schedule the task execution.

Monitoring Tools
In SAP Cloud Platform Integration for data services under the Administra-
tion 폷 Notifications menu, you can configure email notifications for the task,
process failures/successes, and set up agent notifications. Use the Notifica-
tions functionality to monitor the SAP Cloud Platform Integration for data
services task execution. If the tasks have failed, the detailed log can be
viewed either through the Dashboard 폷 Status menu or by navigating to the
Projects menu and selecting the task in the Projects 폷 View History menu.

The Data Integration app can be used to check the SAP Cloud Platform Inte-
gration for data services task job execution status in SAP IBP. If you’ve used
the Application Jobs app to schedule the task, then the detailed status and
logs of the execution is also available in the Application Jobs or Application
Logs apps.

The integration concepts and configuration settings provided in this sec-


tion are applicable for other documents in SAP Sales Cloud such as satisfac-
tion surveys and visits that are part of the service module. You can use the
relevant OData services to connect and use these for planning purposes in
SAP IBP.

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6 Integration with SAP Analytics Cloud

6 Integration with SAP Analytics Cloud


In this section, you’ll learn the need for integrating planning data with SAP
Analytics Cloud. This section will briefly explain business scenarios and
provide an example use case and steps to extract data from SAP IBP to SAP
Analytics Cloud.

Figure 6.1 shows the high-level integration points with SAP Analytics Cloud.
SAP IBP provides OData services to read and write master data and key fig-
ure data. SAP IBP uses communication management to enable integration
based on OData services. SAP Analytics Cloud uses the OData URL provided
by SAP IBP’s communication management.

Model and SAP Digital Financial


SAP Analytics story Boardroom planning
Cloud

OData services to write


OData services
HTTPs

OData services to read

Communication
arrangement
SAP Integrated Planning area
Business Planning

Figure 6.1 High-Level Integration Points with SAP Analytics Cloud

6.1 Business Scenarios for Collaborative Enterprise


Planning
SAP has several planning solutions for different domains of business to per-
form planning activities. Each of these solutions is capable of computing

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effective planning results involving different data structures and level of


details.

Some of the examples of planning solutions from SAP are as follows:

쐍 SAP IBP
Used for supply planning.
쐍 SAP S/4HANA
Used for production planning.
쐍 SAP Analytics Cloud
Used for financial planning, sales planning, and so on.

Typically, every organization will have strategic planning, financial plan-


ning, and operational planning. Strategic planning prepares a plan to meet
certain strategic goals for mid- to long-term horizon. Financial planning
takes a strategic plan to convert into a financial plan by setting financial tar-
gets and key performance indicators (KPIs). Operational plans consider
financial targets as input to compute the optimal plan.

Collaborative enterprise planning uses SAP’s planning and analytics solu-


tions to align planning data between SAP IBP and SAP Analytics Cloud. SAP
Digital Boardroom, with its superior analytical capabilities, plays an import-
ant role in bringing all data points from different SAP or non-SAP systems
to provide a 360-degree view.

Some use cases of collaborative enterprise planning are as follows:

쐍 Financial planning based on SAP IBP for demand

쐍 S&OP based on financial targets from financial planning

쐍 Revised financial planning based on the constrained demand plan

쐍 360-view of financial and S&OP information in SAP Digital Boardroom

Figure 6.2 shows the sample integration use case between SAP IBP and SAP
Sales Analytics Cloud.

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6 Integration with SAP Analytics Cloud

SAP Integrated SAP Analytics


Business Planning Cloud

Demand plan
Demand planning Financial planning

Annual
Sales and operations operating plan
-
planning – unconstrained

Constrained
Sales and operations operations plan Financial planning
planning – constrained revised
SAP IBP
planning
SAP Integrated Business information SAP Digital
Planning information Boardroom – 360º view

Figure 6.2 SAP IBP and SAP Analytics Cloud Integration Use Cases

6.2 Tactical Financial Planning and Operational


Financial Planning
The financial planning process can be divided into tactical financial plan-
ning and operational financial planning. Tactical financial planning sets
financial targets while operational financial planning derives profitability
planning and revised profit/loss planning.

Financial targets are derived in SAP Analytics Cloud based on SAP IBP for
sales and operations sales forecasts. Tactical financial planning creates an
annual budget plan based on these financial targets.

Operational financial planning starts with the creation of unconstrained


demand planning in SAP IBP based on financial targets. An approved SAP
IBP consensus demand plan created based on all constraints available
within the supply chain is used for deriving profitability in SAP Analytics

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Cloud. Based on the new profit and loss plan, revised financial targets and a
profit/loss plan are shared with SAP IBP for visibility.

Figure 6.3 shows a flow diagram for tactical and operational financial plan-
ning.

SAP Integrated
Integrated SAP Analytics
Business Planning Cloud
Demand plan:
Strategic, sales,
and marketing
Tactical Demand planning Financial planning
financial planning

Annual
Operational operating plan
financial planning Sales and operations
-
planning – unconstrained
Constrained
operations plan
Sales and operations Financial planning
planning – constrained revised
Revised
Sales and operations financial targets
planning – profit and
loss visibility

Figure 6.3 Tactical versus Operational Financial Planning

6.3 Set Up SAP Analytics Cloud and OData API


Integration
You can import data from SAP IBP into SAP Analytics Cloud for financial
planning and enhance analytical reporting.

Note
This section will focus on outbound data integration from SAP IBP to SAP Ana-
lytics Cloud. Inbound integration from SAP Analytics Cloud to SAP IBP isn’t in
the scope of this section. Similar setup and configuration can be realized for the
inbound integration.

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6 Integration with SAP Analytics Cloud

SAP IBP provides OData service /IBP/EXTRACT_ODATA_SRV to extract key fig-


ure data and master data. This OData service is exposed via the SAP_COM_
0143 communication scenario. The following setup steps are required to
extract data from SAP IBP into SAP Analytics Cloud (steps to set up the
required integration are detailed in the SAP Integrated Business Planning
Configuration and SAP Analytics Cloud Configuration sections):

SAP Integrated Business Planning Configuration


First, you’ll need to open the Maintain Communication Users app in the SAP
IBP system to define a communication user. Click on New to create the new
user. Enter the User Name, Description, and Password. Click Create to save
changes. Figure 6.4 shows an example of a communication user.

Figure 6.4 Communication User

Next, open the Communication Systems app in the SAP IBP system to define
a communication system. The communication system will represent the

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OData details and inbound communication user. Click on New, and enter the
System ID and System Name. Click Create to enter the following details:

쐍 Host Name
Enter the SAP IBP system host name – localhost or specify the correct host
name for the SAP IBP system.
쐍 HTTPS Port
Enter the SAP IBP system port number (e.g., 443).
쐍 Users for Inbound Communication
Add the user that was created in the previous step, and then click on Save
to save the changes.

Figure 6.5 shows an example of the communication system.

Figure 6.5 Communication System

Next, open the Communication Arrangements app in the SAP IBP system to
define a new communication arrangement. The communication arrangement
will establish a link between the communication system and communication

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scenario. Click on New, select communication scenario SAP_COM_0143, and


click Create. Enter the Arrangement Name, and select the Communication
System that you’ve created. Then click on Save to save the changes.
Figure 6.6 shows an example of a communication arrangement.

Figure 6.6 Communication Arrangement

Finally, go to the Global Configuration app in SAP IBP to enable the planning
area for external extraction using OData services. Add the PLANNING AREA
parameter under the FLEXQUERY parameter group. Enter the planning area
name from which you want to extract the data into SAP Analytics Cloud.
Now you’ve completed the configuration required for SAP IBP to consume
OData in SAP Analytics Cloud.

SAP Analytics Cloud Configuration


From the home page menu of SAP Analytics Cloud, click on Connection to
create a new connection. Click on Add Connection, and select SAP Integrated
Business Planning as a data source. Enter the following details:

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쐍 Connection Name
Specify the connection name of your choice.
쐍 Description
Enter the description which explains the connection.
쐍 Data Service URL
This can be obtained from communication arrangement in SAP IBP.
쐍 User Name
Use the communication user name that was created in the previous sec-
tion.
쐍 Password
Use the password used in the communication user created in the previ-
ous section.

If the URL and credentials are correct, you’ll see a success message after the
connection is created.

Figure 6.7 shows an example of defining a connection in SAP Analytics Cloud.

Figure 6.7 Defining a Connection in SAP Analytics Cloud

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6 Integration with SAP Analytics Cloud

Next, as shown in Figure 6.8, you’ll create a model and build a query to
extract data from SAP IBP.

Figure 6.8 Creating a Model and Extracting from the SAP IBP Data Source

The steps are as follows:

1 From the menu, select Create 폷 Model to create a new model.


2 Select Get data from a datasource.
3 Choose SAP Integrated Business Planning from the list.
4 Select the connection you just created. Select Create a new query, and
click Next.
5 Enter a Query Name, select the SAP IBP planning area from the list, and
click Next.

As shown in Figure 6.9, all master data attributes and key figures from the
selected SAP IBP planning area are listed in the Available Data section of the
query builder. You can select required attributes, time periods, and key fig-
ures (e.g., Week, Product ID, Customer ID, and Consensus Demand). Drag and
drop the selected object from the Available Data to the Selected Data area.

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Figure 6.9 Query Builder and Result View

Additionally, you can add filters based on master data attributes to restrict
data for required data combinations. Click Create to view the draft data that
is imported from the SAP IBP planning area.

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You can now consume integrated data from SAP IBP in SAP Analytics Cloud
stories. Similarly, it can be used for SAP Digital Boardroom use cases. In the
next section, you’ll learn about SAP IBP integration with systems not
already covered in this E-Bite.

7 Integration with Any System


SAP IBP can be integrated with any SAP or non-SAP systems. This section
describes tools and methods that can be leveraged to integrate any system.
You’ll also learn the following:

쐍 Integration of SAP APO and SAP BW through SAP Cloud Platform Integra-
tion for data services
쐍 SAP HANA smart data integration using a file adaptor

쐍 Integration through OpenAPI and OData services

쐍 CSV file upload using the Data Integration Jobs app

7.1 Integration Using SAP Cloud Platform Integration


for Data Services
SAP Cloud Platform Integration for data services can be used to integrate
with any SAP cloud solution. Other SAP solutions that have business rele-
vance to be integrated are SAP APO and SAP BW.

SAP Advanced Planning and Optimization


SAP APO is an advanced planning and optimization tool that consists of
Demand Planning (DP), Supply Network Planning (SNP), Production Plan-
ning and Detailed Scheduling (PP-DS), and Global Available-to-Promise
(GATP). This solution consists of very similar functionalities to those in its
successor product SAP IBP. Demand planning and supply network planning

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functionalities have been moved to SAP IBP. Production planning and


detailed scheduling and global available-to-promise are now part of SAP
S/4HANA and SAP ERP solutions. There are use cases where the planning
data or procurement proposals (planned orders and purchase requisitions
that aren’t published yet to SAP ERP or SAP S/4HANA) that exist in SAP APO
are needed in SAP IBP for executing further planning.

The consensus demand planning data that is derived in SAP APO can be
transferred to SAP IBP as input for supply planning. Master data as well as
the key figure data that exists in the demand planning area are required in
this use case.

Another use case is that SAP APO SNP planned orders or purchase requisi-
tions that aren’t published into SAP ERP or SAP S/4HANA can also be trans-
ferred as demand for order-based planning to generate procurement pro-
posals.

For SAP APO, you create a data store in SAP Cloud Platform Integration for
data services as explained in the SAP Cloud Platform Integration for Data
Services Interface Development section, except that the application server
will be SAP APO. All other settings specified in the section remain the same.

To realize these business scenarios, SAP Cloud Platform Integration for data
services has predefined key figure templates, which we’ll discuss in the fol-
lowing sections.

Template IBP_KF_DEMANDPLANNING
This template data flow consists of master data such as the product master
(data flow: DF_IBP_PRODUCTMASTER), units of measure (data flow: DF_IBP_
UnitsOfMeasure), units of measure conversion (data flow: DF_IBP_UnitsOf-
Measure_Conversion), location master (data flow: DF_IBP_LocationMaster),
customer master (data flow: DF_IBP_CustomerMaster), and template (data
flow: DF_IBP_PRODUCTMASTER), as shown in Figure 7.1.

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Figure 7.1 Template IBP_KF_DEMANDPLANNING

To implement these data flows, a data source for this demand planning area
must be created in SAP APO.

Figure 7.2 shows the steps to create the data source in SAP APO.

Figure 7.2 Steps to Create the Data Source in SAP APO

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To create the data source, execute Transaction /SAPAPO/SDP_EXTR, and


follow these steps:

1 Generate the data source through this transaction for the key figures that
are relevant for integration.
2 Replicate the data source.
3 Navigate to the Data Warehousing Workbench.
4 Activate this data source.
5 After activation, expose this data source to the SAP Cloud Platform
Integration for data services through report /SAPAPO/PAREA_EXTR_
EXPOSE (Transaction SE38).

In the SAP Cloud Platform Integration for data services data flow that has
been created, replace the specific data sources with the data sources that
have been newly created.

If the data volume is very high, performance degradation may occur with
data extraction through data sources. In such scenarios, an ABAP endpoint
with the ABAP program in an SAP APO system can be used to extract the
data. In this case, the ABAP program can use the existing BAPI to extract the
data from the Demand Planning (DP) planning area. Similarly, for extract-
ing the procurement proposals from SAP APO, use the ABAP endpoint as
the source in SAP Cloud Platform Integration for data services data flows to
extract the data.

Template SOP_APO_TASK
This template doesn’t have any transformations but has the preload and
postload execution scripts that can be used to create new data flows. The
preload script includes the required global variables, such as planning area,
load date, scenario, time profiles, and so on.

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Template SOP_KF_CapacityLimit
This template integrates the capacity limit of the resource. The resource
header and the capacity key figure from SAP APO are joined in the source to
extract the data. Create a key figure data source as explained in the Tem-
plate IBP_KF_DEMANDPLANNING section to extract the data from the SAP
APO system. Replace the 9A_CAPACITY_SOP source with this new data source
that was created for capacity.

Template SOP_KF_Consumption
This template integrates the production data structures bucket consump-
tion and the variable consumption data from SAP APO.

SAP Business Warehouse


SAP Business Warehouse (SAP BW) provides the tools to logically group
huge volumes of business master data and transactional data for analysis.
By analyzing the data through BI tools such as SAP Business Explorer (SAP
BEx), important information can be extracted to drive business decisions.
Some of the key components of SAP BW are data warehouse, planning mod-
eler, and SAP BEx. SAP BW can be used to store historical, current, and
planned data. This data can be analyzed to extract BI data, such as market
fluctuations, and can be used to analyze data errors. SAP BW historical data
can be used by SAP IBP for demand and SAP IBP for sales and operations to
derive forecasts.

To integrate data with SAP BW or SAP BW/4HANA, SAP Cloud Platform Inte-
gration for data services provides three data stores types, as follows:

쐍 SAP BW source
Create this data store type for extracting data from SAP BW. The objects
that can be imported into this type of data store are table and SAP_
EXTRACTOR. The SAP_EXTRACTOR object type requires a DSO to be created
and exposed externally in SAP BW or SAP BW4/HANA.

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쐍 SAP BW target
Create this data store type for extracting data from SAP IBP and integrat-
ing into SAP BW or SAP BW/4HANA. The transaction InfoSources and mas-
ter InfoSources maintained in Transaction RSA1 are the available objects
that can be imported for this type of data store.
쐍 Database
Create this data store for extracting data from SAP BW or SAP BW/4HANA.
For this type of data store, specify the database. For SAP BW/4HANA, the
database parameter should be set to SAP HANA. Connection to the data-
base can be set up either by using Open Database Connectivity (ODBC) or
through the database server name. If you use ODBC, then the ODBC data
source name and user name are mandatory parameters to create the data
store. If you use the database server name, then the database server name,
database name, port number, and user name are mandatory parameters.

Figure 7.3 shows the different data stores that can be created for SAP BW in
SAP Cloud Platform Integration for data services.

Figure 7.3 Data Stores and the Import Objects for SAP BW in SAP Cloud Platform
Integration for Data Services

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As explained in the Create the Remote Function Call User in SAP Demand
Signal Management section, an RFC connection is required for the connec-
tions to SAP BW and SAP BW/4HANA.

The creation of the project, tasks, and data flow is similar to the setup
explained the Set Up SAP Cloud Platform Integration for Data Services sec-
tion.

Note
SAP BEx queries in SAP BW can’t be executed by SAP Cloud Platform Integration
for data services, so they aren’t supported by that application.

7.2 Integration Using SAP HANA Smart Data Integration


File Adapter
Some integration use cases might be using other third-party ERP systems
instead of SAP ERP. In such scenarios, SAP IBP allows data transfers through
file adapters.

You learned in Section 2.4 about the integration of order-based planning


through the ABAP adapter. You’ll learn in this section about the integration
of master data and transactional data through file adapters.

The architecture of integration using the SAP HANA smart data integration
file adapter was shown earlier in Figure 2.1. Instead of the ABAP adapter, you
select the file adapter as the SDI Agent parameter.

SAP IBP uses OpenAPIs to transfer the data through the file adapters.

The requirements for SAP HANA smart data integration through file adapt-
ers are as follows:

쐍 File format for download and upload of data

쐍 SAP HANA smart data integration Data Provisioning Agent setup

쐍 Remote sources configured in SAP IBP

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쐍 File download and upload capabilities in third-party ERP solutions or SAP


ERP
쐍 Integrating data between SAP IBP and SAP ERP through file adapters

File Format for Download and Upload of Data


OpenAPI in SAP IBP requires the integrated data to be in CSV and CFG (con-
figuration) file formats. The CFG files provide the format of the data files
and consists of data file format, filename pattern, row delimiter, codepage
format, columns, column data types, and so on. Figure 7.4 shows an exam-
ple of configuration and data file formats (CFG 1 and CSV 2) for integrating
material master data.

Figure 7.4 Example CFG and CSV Files for Integrating Material Master Data

As of release SAP IBP 1905, there are 50 file formats covering configuration,
master data, and transactional data. Refer to SAP Note 2479514 for more
information and to download all the CFG and CSV files. Just make sure the
correct OpenAPI version formats are downloaded from this note.

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7 Integration with Any System

Data Provisioning Agent Setup


You must install the SAP HANA smart data integration agent (Data Provision-
ing Agent) and configure the Data Provisioning Agent for the file adapter.

To install the Data Provisioning Agent, download the Data Provisioning


Agent installation files. Figure 7.5 shows the following steps for installation
after the Data Provisioning Agent installation files are downloaded:

1 The downloaded file will contain a Data Provisioning Agent zip file.
2 Extract the ZIP file, and navigate to the hdbsetup.exe file.
3 Execute the hdbsetup.exe file as an administrator by right clicking and
selecting Run as Administrator from the context menu. Forward navigate
on the SAP HANA Data Provisioning Agent screen, and specify the installa-
tion path and installation properties, such as the Data Provisioning
Agent unique name, domain user name/password, and password for the
agent service user. After the installation is complete, an entry in the Win-
dows Start menu is created: SAP HANA 폷 SAP HANA Data Provisioning
Agent Configuration. The Data Provisioning Agent configuration files are
stored in the directory path that was specified during the installation.

Figure 7.5 Steps for SAP HANA Smart Data Integration Data Provisioning Agent

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The Data Provisioning Agent configuration steps are shown in Figure 7.6, as
follows:

1 Configure Connect to HANA and Configure SSL. The hostname, user names,
and passwords to connect to SAP HANA are provided by SAP Cloud Oper-
ations during the provisioning of SAP IBP.
2 After the connection to SAP HANA is set up, register the agent by select-
ing the Register Agent button. After the agent is registered, you’ll be able
to see the list of adapters that are deployed.

Figure 7.6 Data Provisioning Agent Configuration Steps

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7 Integration with Any System

Now you’ve completed the Data Provisioning Agent installation and config-
uration setup.

Configure Remote Sources in SAP Integrated Business Planning


Use the Configure Remote Source – Smart Data Integration app in SAP IBP
for this purpose. The Data Provisioning Agent that was configured in the
previous section can now be used to configure remote sources. An example
of configure remote sources for file adapters is shown in the Configure SAP
Integrated Business Planning Remote Data Source section. Select the SDI
Agent parameter as the File Adapter.

Select the Source Options and Target Options parameters as the Local File Sys-
tem. The path to the file directory should be maintained in Root Directory,
and the format of the files should be maintained in Directory of the File For-
mat Definitions (.cfg files).

File Download and Upload Capabilities in Third-Party ERP Solutions


In third-party ERP systems, you must include the functionality to upload
and download the file data from the root directory. These third-party ERP
solutions should also have the capability to integrate the relevant data into
their native applications, such as logistics, sales and distribution, purchas-
ing, and so on.

If file adapters are used for integration with SAP ERP, then implement the
following SAP Notes (see Figure 7.7):

1 SAP Note 2316969


Implement to integrate order data from SAP IBP into SAP ERP. This SAP
Note has the steps to create ABAP program ZIBP_ERP_INBOUND_INTE-
GRATION.
2 SAP Note 2289945
Implement to integrate the configuration, master data, and transac-
tional data from SAP ERP. This SAP Note has the steps to create SAP ERP
database table ZIBP_OPEN_ORDER and ABAP program ZIBP_ERP_OUT-
BOUND_INTEGRATION.

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The interfaces of programs ZIBP_ERP_OUTBOUND_INTEGRATION and


ZIBP_ERP_INBOUND_INTEGRATION are shown in Figure 7.7.

Figure 7.7 SAP ERP ABAP Reports for File Adapter Integration

Note
SAP Notes 2289945 and 2316969 are consulting notes and aren’t supported by
standard SAP support. These SAP Notes provide sample programs and tem-
plates to perform the file adapter integration with SAP IBP and SAP ERP. One of
the prerequisites of implementing these notes is to install the SAP ERP, supply
chain integration add-on for SAP Integrated Business Planning version 1.1.

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Integrating Data between SAP IBP and SAP ERP via File Adapters
Follow these steps to integrate data from SAP ERP to SAP IBP through a file
adapter:

1. Execute report ZIBP_ERP_OUTBOUND_INTEGRATION in SAP ERP to


transfer the configuration, master data, and transactional data from SAP
ERP to the CSV files.
2. Execute the application job Data Integration using SAP HANA SDI (In-
bound) from the Application Jobs app in SAP IBP. The steps to create the
job are the same as mentioned in the Configure SAP Integrated Business
Planning Remote Data Source section, except that the Remote Source field
in the parameters section is set to the remote source with the File Adapter
type.

Similarly, to integrate the order data, such as sales order confirmations,


planned orders, and purchase requisitions, follow these steps:

1. Execute the Data Integration using SAP HANA SDI (outbound) application
job from the Application Jobs app in SAP IBP. The steps to create the job
are the same, except that the Remote Source field in the parameters sec-
tion is set to the remote source with the File Adapter type.
2. Execute report ZIBP_ERP_INBOUND_INTEGRATION in SAP ERP to trans-
fer the order data from CSV files to the SAP ERP applications.

7.3 Integration Using OpenAPI and OData Services


OpenAPI is based on SAP HANA smart data integration and can be used for
periodic data transfer from any system to an order-based external data store
in SAP IBP. If the source system is SAP ERP, you can use the SAP ERP, supply
chain integration add-on to transform master data and transactional data. If
the source system is SAP S/4HANA, you can use the SAP S/4HANA, supply
chain integration add-on to transform master data and transactional data.
Refer to Section 2.4 for a detailed use case using OpenAPI.

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SAP IBP also provides OData services to integrate data with external sys-
tems to support several integration scenarios. While integrating with exter-
nal systems, you need to establish a connection with SAP IBP by setting up
the communication system, communication user, and communication
arrangement. Refer to the SAP Analytics Cloud Configuration section for
detailed steps in the context of integrating SAP IBP with SAP Analytics Cloud.

Some of the supported scenarios and respective OData services are as follows:

쐍 Integrating permission filters and attribute permissions

– /IBP/VISIBILITY_FILTER_SRV: Can be used to read, create, or maintain


permission filters and assign them to users and user groups. This ser-
vice is part of the SAP_COM_0069 communication scenario.
– /IBP/ATTPERM_API_SRV: Can be used to read, create, or maintain attri-
bute permissions and assign them to users and user groups. This ser-
vice is part of the SAP_COM_0069 communication scenario.
쐍 Integrating exception monitoring with SAP IBP logging
This integration is typically implemented with SAP Solution Manager for
business process monitoring and exception handling. /IBP/LOG_VIEW_SRV
can be used to read SAP IBP logs and is part of communication scenario
SAP_COM_0068.
쐍 Integrating job scheduling via external tools
In a complex system landscape, a centralized job scheduling tool will be
needed to orchestrate the execution and monitoring of cross-system
application jobs (e.g., SAP Business Process Automation by Redwood). BC_
EXT_APPJOB_MANAGEMENT can be used to schedule, cancel, and check the sta-
tus of a job. A typical use case for this is managing job scheduling with an
external job scheduler in both on-premise and cloud systems. This ser-
vice is part of the SAP_COM_0064 communication scenario.
쐍 Integrating reference product assignments for new product introduction
/IBP/DEMAND_LIFE_CYCLE_EXT_SRV can be used to maintain and display
reference product assignments for new product introduction and is part
of communication scenario SAP_COM_0072.

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쐍 Extracting key figure data and master data from SAP IBP
This type of OData service is used for SAP Analytics Cloud integration
with SAP IBP. /IBP/EXTRACT_ODATA_SRV can be used to extract master data
and key figure data and is part of communication scenario SAP_COM_0143.

In the following sections, we’ll look at two example scenarios of integration


using an OData service.

Scheduling SAP IBP Application Jobs with Postman


OData service BC_EXT_APPJOB_MANAGEMENT integrates job scheduling through
external tools. The example provided in this section uses the Postman tool
to trigger the OData service that schedules the application job template.
Postman is a freely downloadable tool used for interfacing the APIs. Simi-
larly, any other job scheduler tools, such as SAP Business Process Automa-
tion by Redwood or Azure Scheduler, can be used. The aim of this example
is to demonstrate the steps required to execute the OData service success-
fully. In this example, the application job template created in SAP IBP exe-
cutes an S&OP operator. Follow these steps:

1. In SAP IBP, create an application job template through the Application Job
Templates app. Figure 7.8 shows an example of creating an application job
template in SAP IBP.

Figure 7.8 Creating the Application Job Template in SAP IBP

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Note the application Job Template name. This job template name will be
used in calling the OData service from Postman. Ensure that this applica-
tion job template has the Shared Template checkbox selected.
2. Create the communication arrangement, communication system, and
communication user for communication scenario SAP_COM_0064. For fur-
ther details, refer to the SAP Integrated Business Planning Configuration
section. Note down the communication user name/password and the
URL from the Inbound Services 폷 Service URL/Service Interface. Normally
the service URL is in this format:
https://<IBPsystemURL>/sap/opu/odata/sap/BC_EXT_APPJOB_MAN-
AGEMENT;v=0002
3. In the Postman tool, use the GET method of OData service BC_EXT_APPJOB_
MANAGEMENT to fetch x-csrf-token. Figure 7.9 shows the execution of the
GET method.

Figure 7.9 Executing the Get Method in Postman

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7 Integration with Any System

This token is used in the Post method of the OData service to post the job
scheduling. In Figure 7.9, you see the following steps:
1 Select the GET method, and insert the service URL along with “/Job-
TemplateSet” concatenated at the end of the service URL.
2 Navigate to the Headers tab, and enter the key value for x-csrf-token as
Fetch. In the Authorization tab, enter the Communication User Name
and Password.
3 Click on the Send button.
4 The result of the output is shown in the Status section.
5 Navigate to the Headers tab of the Result area. Note down the x-csrf-
token.
4. In the Postman tool, use the Post method to execute the application job
template in SAP IBP. Figure 7.10 shows the following steps for executing
the Post method in Postman:
1 Select the Post method, and input the service URL in the following for-
mat:
https://<IBPsystemURL>/sap/opu/odata/sap/BC_EXT_APPJOB_MAN-
AGEMENT;v=0002/JobSchedule?JobTemplateName='ZESFAPPKASAPOT-
MGASQW7VO4SOA'&JobText='<Any Job text>'&JobUser='<Business User>'
In the service URL, insert the job template that has been noted as the
jobTemplateName. The Job text can be any text you prefer. JobUser
should be the business user ID for the user who will execute the Job.
2 In the Params tab, you can see the service URL parameters.
3 Navigate to the Headers tab, and insert the x-csrf-token obtained in the
Get method.
4 Click on the Send button.
5 In the results section, you should be able to see the Status of the Post
method.

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Figure 7.10 Executing the Post Method in Postman

5. Ensure that the status is green. You’ve now successfully executed the
application job template in SAP IBP.
6. To verify the execution, navigate to the Application Jobs SAP IBP system
app. You should be able to see the execution of the application job with
the specified job text. Figure 7.11 shows the Application Jobs app after the
Post method was executed.

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7 Integration with Any System

Figure 7.11 SAP IBP Application Jobs App

Many application job templates are available to be executed through OData


service BC_EXT_APPJOB_MANAGEMENT.

Reading SAP IBP Logs with Microsoft Power Business Intelligence


The /IBP/LOG_VIEW_SRV ODATA service allows administrators to monitor SAP
IBP application logs. This OData service provides the header, status, and
detailed logs. The example scenario mentioned in this section uses this
OData service to create reports and dashboards through the freely down-
loadable Power BI Desktop application from Microsoft. The Power BI Desk-
top reports and dashboard can be migrated to the Power BI Embedded ser-
vices in Microsoft Azure. This scenario uses xibpxC_log_hdr to display the
application log headers in the Power BI Desktop reports and dashboard. A
graph can also be generated, for example, to represent the most-used appli-
cations in SAP IBP.

Figure 7.12 shows the Power BI Desktop frontend, where you’ll take the fol-
lowing steps:

1 Navigate to Get Data 폷 OData feed on the toolbar.


2 In the next screen, specify the OData link in the format: https://<IBPsys-
tem URL>/sap/opu/odata/IBP/LOG_VIEW_SRV/. Select the Basic authen-
tication. The user name and password that you specify here must be the

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communication user name and password that is used in the communi-


cation arrangement. Select the OK button.
3 Now you’ll be able to view all the output entries from the OData service.
Select table xibpxC_log_hdr.

Figure 7.12 Microsoft Power BI Desktop Application Frontend

If you want to edit the output of the report, for example, the order of col-
umns, click on Transform Data, as shown in Figure 7.13, and edit the report
view. Save your report by selecting the Save button.

Similarly, you can create a stacked bar chart from the visualizations pane.
Provide the Axis, Legend, and Value fields by dragging from the Fields pane
into the Values pane.

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Figure 7.13 Editing the Output of the Report

Publish the report and the bar chart by selecting the Publish button. After
the publish is complete, you’ll get a success message. Go to the Power BI app
by selecting the link from the Publish screen.

Figure 7.14 shows the report display with application logs from SAP IBP.

Figure 7.14 Report Display of Application Logs in Power BI Desktop

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Figure 7.15 shows the stacked bar chart in Power BI Desktop revealing the
most-used application in SAP IBP.

Figure 7.15 Stacked Bar Chart in Power BI Desktop

Similar to both of our example scenarios, the OData services that are listed
in Section 7.3 can be used in different cloud platforms to leverage this inte-
gration capability.

7.4 Integration Using CSV Files


SAP IBP provides the Data Integration Jobs app from SAP Fiori with which
you can integrate data using the CSV file format. This app is intended for
administrators and configuration experts to manually upload smaller sets
of data into SAP IBP on a need basis. This method isn’t recommended for
uploading larger data sets. Data upload should be done in a sequence for
successful and consistent integration. Following are the supported data
objects and their sequence:

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1. Time periods
2. Master data (simple only)
3. Key figures

You can download CSV file templates using the Data Integration Jobs app to
help with prepopulated columns per the object selected. Actions allowed
while uploading data include insert or update, delete, and replace.

Caution
Extra caution should be taken while using the delete or replace options. These
two actions may result in unintentional data deletion. Users with access to this
app should be educated regarding the consequences of the actions chosen
while uploading data. Deletion of master data will delete all dependent transac-
tional data as well.

You can download templates using the Data Integration Jobs app to ease
CSV file preparation to upload data. Figure 7.16 shows the options available
to download templates.

Following are the options to download the templates:

쐍 Time Periods
You can select the time profile for which you want to create or update
time periods. For first time usage, you can use the With New Time Periods
option to create new time periods. After the time periods are created, you
can select the With Existing Time Periods option for any changes. Option-
ally, you can also create time periods using the Create Time Periods for
Time Profiles application job.
쐍 Master Data
Select the master data type from the list to download a template.
쐍 Key Figures
Select the planning area and key figure from the list to download a tem-
plate. The template will include all the key figures that are at the same
planning level as the selected key figure.

Personal Copy for Kiril Todorov, [email protected] 153


7 Integration with Any System

Figure 7.16 Template Download Options

Figure 7.17 shows the options available to upload data templates.

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 154


7 Integration with Any System

Figure 7.17 Template Upload Options

Personal Copy for Kiril Todorov, [email protected] 155


7 Integration with Any System

On these screens, you can perform the following actions:

쐍 Uploading time periods:

– From the Data Integration Jobs application, choose Add to open the
New Import Job window.
– Select Time Periods from the Data Type list.
– Select the Time Profile for which time periods are to be uploaded.
– Select the File using the Browse button from your on-premise system.
– Select the Separator used in the CSV file.
– Select the Operation Type as Replace.
– Enter a Job Name.
– Click Save to create the upload integration job.
쐍 Uploading master data:

– From the Data Integration Jobs application, choose Add to open the
New Import Job window.
– Select Master Data from the Data Type list.
– Select the Master Data Name for which the master data is to be uploaded.
– Select the File using the Browse button from your on-premise system.
– Select the Separator used in the CSV file.
– Select the Operation Type as intended: Insert/Update for updating
existing master data, Replace to delete and create a new set of master
data, or Delete to delete master data from the system.
– Enter a Job Name.
– Click Save to create the upload integration job.
쐍 Uploading key figures:

– From the Data Integration Jobs application, choose Add to open the
New Import Job window.
– Select Key Figures from the Data Type list.
– Select the Planning Area for which the key figures are to be uploaded.
– Select the Version for the planning area. This step is optional.

© 2020 by Rheinwerk Publishing Inc., Boston (MA) 156


8 What’s Next?

– Select the Time Profile Level at which the key figure is stored. This step is
optional.
– Select the File using the Browse button from your on-premise system.
– Select the Separator used within the CSV file.
– Select the Operation Type as intended: Insert/Update for updating
existing key figure data, Replace to delete and create a new set of key
figure data, or Delete to delete key figure data from the system.
– Enter a Job Name.
– Click Save to create the upload integration job.

8 What’s Next?
Now that you know how to integrate SAP IBP with whatever system you
have, it’s time to learn more about your SAP IBP system. Whether your
focus is on SAP IBP for demand, SAP IBP for response and supply, SAP IBP
for sales and operations, or SAP IBP for inventory, there’s so much to learn!

Recommendation from Our Editors


Get to know SAP IBP with SAP Integrated Business Plan-
ning: Functionality and Implementation, 2nd edition by
Sandy Markin and Amit Sinha. With this guide, walk
through the complete S&OP, demand, response and
supply, and inventory planning picture—and then
learn to monitor and control these processes. You’ll
understand how to set up and use your SAP IBP sys-
tem, from planning models to user roles.

Visit www.sap-press.com/4615 to check out the second edition of SAP Integrated


Business Planning: Functionality and Implementation!

In addition to this book, our editors picked a few other SAP PRESS publica-
tions that you might also be interested in. Check out the next page to learn
more!

Personal Copy for Kiril Todorov, [email protected] 157


More from SAP PRESS
Inventory Planning and Optimization with SAP IBP
From setting service target levels and lead times to
managing demand variability, learn to calculate and
plan the best way to handle your inventory. Config-
ure SAP IBP for inventory and model your supply
network.
419 pages, pub. 04/2019
E-book: $79.99 | Print: $89.95 | Bundle: $99.99
www.sap-press.com/4820

Sales and Operations Planning with SAP IBP


Configure SAP IBP for S&OP, from your master data
types to your planning levels. Then execute demand
planning, perform unconstrained or constrained sup-
ply planning, and consolidate the results.
499 pages, pub. 05/2018
E-book: $79.99 | Print: $89.95 | Bundle: $99.99
www.sap-press.com/4589

SAP Cloud Platform Integration:


The Comprehensive Guide
Connect your cloud and on-premise applications!
Learn integrate processes and data in your system by
developing and configuring integration flows.
791 pages, 2nd edition, pub. 08/2018
E-book: $79.99 | Print: $89.95 | Bundle: $99.99
www.sap-press.com/4650

© 2020 by Rheinwerk Publishing Inc., Boston (MA)


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