Data Integration for SAP IBP __ Copy Zxug-db4h-Qfy9-37s2
Data Integration for SAP IBP __ Copy Zxug-db4h-Qfy9-37s2
Data Integration
for SAP IBP
®
Ujwalkumar Jetagi
Venugopal Kelkar
Ujwalkumar Jetagi, Venugopal Kelkar
Data Integration
for SAP IBP ®
Dhaval Desai
Setting Up and Running Order-Based Planning with SAP IBP
www.sap-press.com/4592 | $24.99 | 94 pages
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.
SAP IBP requires the following data objects to be integrated periodically for
successful supply chain planning:
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 Jam
Communication
Management SAP Ariba
cXML
IAM
Legend:
SAP Customer Cloud On-Premise
쐍 Supply chain integration add-on for SAP IBP (available for both SAP
S/4HANA and SAP ERP)
쐍 SAP IBP communication management
쐍 OData services
쐍 SAP Jam
Table 1.1 shows the mapping between integration scenarios with tools.
The two components of SAP Cloud Platform Integration for data services
are as follows:
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.
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.
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.
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.
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.
Figure 1.3 shows the architecture of the supply chain integration add-on.
Application
SAP HANA
Supply chain integration add-on for SDI Agent
SAP Integrated Business Planning
Bi-directional integration
for order-based planning
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.
Note
The supply chain integration add-on support pack release cycle is the same as
the SAP IBP quarterly release cycles.
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.
be transferred between SAP IBP and the forecast add-on for SAP Ariba Sup-
ply Chain Collaboration for Buyers in cXML format.
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:
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.
Figure 1.4 shows a sample SAP Jam collaboration UI and tasks from the SAP
IBP Excel add-in.
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 Time periods
쐍 Snapshots
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
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.
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
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.
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.
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.
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:
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.
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
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
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:
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.
SAP S/4HANA
or SAP ERP
Legend:
MD: Master data | TD: Transactional data | BAdI: Business add-in
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.
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.
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.
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
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.
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.
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.
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.
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
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.
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.
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.
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
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.
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.
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
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.
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.
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.
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
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.
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.
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.
Note
On Windows systems, support is restricted to a single agent on one system.
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.
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
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
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
Table 2.1 lists the available extractors, corresponding staging tables, and
BAdIs.
Table 2.2 BAdIs for Enhancing the Selection Structures of the Supply Chain Integration
Add-On
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.
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).
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:
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.
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.
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.
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
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.
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:
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.
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.
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.
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:
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.
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.
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
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.
Virtual machine or a standalone system SAP S/4HANA or SAP ERP SAP IBP SAP S/4HANA or SAP ERP
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.
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.
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
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:
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.
Note
The prerequisite for this step is to execute order-based planning in SAP IBP so
that the order data is generated.
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.
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.
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.
In the following sections, you’ll learn how to configure SAP IBP data stores
and SAP ERP for DDR.
After the data stores are created, you can create the tasks and data flows, as
follows:
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
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.
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.
You’ve now created the web service for the inbound integration to SAP ERP
for DDR.
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.
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.
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.
Task IBP_KF_POSSales
Demand sensing/
sensed demand
Harmonize POS data
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.
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.
Note
Harmonization isn’t covered in this section further as this topic is out of scope
for this E-Bite.
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.
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.
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.
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:
Choose the objects for importing to the data store, as shown in Figure 3.4.
Figure 3.4 Import Objects Table for the SAP Demand Signal Management Source System
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.
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.
Now you’ve completed the data store creation for SAP Demand Signal Man-
agement and SAP IBP.
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.
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
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.
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.
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):
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.
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
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.
We’ll use the sample supply chain model as described in Section 1.3.
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
The forecast collaboration process between SAP IBP and SAP Ariba Supply
Chain Collaboration is represented in Figure 4.1.
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
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.
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.
Figure 4.2 shows the high-level architecture of the SAP IBP and SAP Ariba
integration.
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
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.
Note
In order to complete supplier enablement, you need to perform the same steps
under Manage Profile 폷 Default Transaction Rules 폷 Forecast Collaboration.
We’ll use the authentication using shared secret option for illustration pur-
poses in this section:
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
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.
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
Figure 4.6 shows the data sharing plan for the outbound mapping sce-
nario.
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:
– 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.
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.
Note
Polling job details are maintained in the communication arrangement.
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
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:
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.
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 Opportunities 쐍 Forecasts
쐍 Sales quotes
Consensus demand
Quotes
Quotes
Sales orders
Sales orders Statistical forecast
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
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.
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.
Opportunities Sales leads Sales target Sales forecast Quotes Sales orders
Data source
SAP Sales
Cloud
Business analytics report OData services
Figure 5.2 Technical View of the SAP Sales Cloud and SAP IBP Integration
There are two options to integrate data from SAP Sales Cloud:
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.
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:
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.
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.
Figure 5.3 shows an example of a design report of sales leads that can be con-
figured in SAP Sales Cloud.
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.
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.
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.
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.
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.
Figure 5.6 Creation of SAP Sales Cloud Data Store in SAP Cloud Platform Integration for
Data Services
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.
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.
Figure 5.7 The OData Services of SAP Sales Cloud in SAP Cloud Platform Integration for Data
Services
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.
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.
Note
As of the SAP IBP 1902 release, there are no standard templates available for the
SAP Sales Cloud and SAP IBP integration.
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.
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.
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
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.
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.
Communication
arrangement
SAP Integrated Planning area
Business Planning
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.
Figure 6.2 shows the sample integration use case between SAP IBP and SAP
Sales Analytics 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
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.
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
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.
Next, open the Communication Systems app in the SAP IBP system to define
a communication system. The communication system will represent the
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.
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
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.
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.
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
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.
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.
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.
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
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.
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.
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.
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.
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.
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
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.
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:
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.
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
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.
Now you’ve completed the Data Provisioning Agent installation and config-
uration setup.
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).
If file adapters are used for integration with SAP ERP, then implement the
following SAP Notes (see 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.
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 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.
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 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.
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.
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.
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.
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.
Figure 7.12 shows the Power BI Desktop frontend, where you’ll take the fol-
lowing steps:
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.
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 7.15 shows the stacked bar chart in Power BI Desktop revealing the
most-used application in SAP IBP.
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.
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.
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.
– 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.
– 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!
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!
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ISBN 978-1-4932-1876-9
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1st edition 2020
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