A planning book defines the content and the layout of the interactive planning s

creen. Planning books are used in Demand Planning and Supply Network Planning. T
hey allow you to design the screen to suit individual planning tasks. A planning
book is based on a planning area. You can create several user-specific data vie
ws in a planning book. In this step, you create a planning book for Demand Plann
ing.
Procedure
1.
Access the activity using one of the following navigation options:
SAP SCM menu
Advanced Planning and Optimization ? Demand Planning ? Environm
ent ? Current settings ? Define Planning Book
Transaction code
/SAPAPO/SDP8B
2.
Enter the planning book DP_001 and choose Create.
The Planning Book Wizard dialog box is displayed.
3.
Make the following entries:
Field name
User action and values
Planning Book
Enter the planning book DP_001
Planning book text
Demand Planning
Planning area
Select the planning area DP_001 and choose Enter
Manual Proportion Maintenance
X
Promotion
X
Univariate forecast
X
4.
Choose Continue.
5.
Assign the following key figures from planning area to the planning book
by using drag and drop or choose Add all new Key Figures to add all key figures:
Description
Value
Comment
History
9AVHISTORY
Relevant for Scenario MTS
Forecast
9ADFCST
Relevant for Scenario MTS and VMI
Promotion 1
9APROM1
Relevant for Scenario MTS
Forecast (addition.)
9AAFCST
Relevant for Scenario MTS
Planned Price
9APRICEFC
Relevant for Scenario MTS
Sales Forecast
9AREVFC
Relevant for Scenario MTS
Production (Planned)
9APPROD
Relevant for Scenario MTS
Manual Correction
9AMANUP
Relevant for Scenario MTS
Additional Field 1
9AADDKF1
Relevant for Scenario VMI
Additional Field 2
9AADDKF2
Relevant for Scenario VMI
Additional Field 3
9AADDKF3
Relevant for Scenario MTS
Additional Field 4
9AADDKF4
Relevant for Scenario MTS
Additional Field 5
9AADDKF5
Relevant for Scenario MTS
The Proportional factor APODPDANT key figure is automatically added to your plan
ning area when you create the planning area. You do not have to add this key fig
ure yourself and assign it to the planning book in this step. When you create th
e respective view, this key figure will be automatically there for your selectio
n.
6.
Choose Continue.
7.
Assign the following characteristics from the planning area to the planni
ng book by using drag and drop:
Description
Value
APO Location
9ALOCNO
APO Product
9AMATNR
Brand
9ABRAND
Sales Organization
9AVKORG
APO Destination Loc.
9ALOCTO
The characteristic 9AVERSION (APO Planning Version) will be added to the pl
anning book automatically after you complete this step.
9.
Choose Continue to go to the Data View tab (the Key Fig. Attrib tab is av
ailable in the change mode only after you have completed the planning book).
10.
On the Data view tab; enter the following values:
Field name
User action (Scenario MTS)
User action (Scenario VMI)
Data view
DP_Standard
VMI_Standard

Data view description

Demand Planning
Demand Planning
TB profile ID (future)
DP_4Weeks_5Month
DP_4Weeks_5Month
TB profile ID (history)
DP_12Month
DP_12Month
Status
3 (Changeable)
3 (Changeable)
11.
Choose Enter.
12.
Select Visible and select the date as of which you wish the past plannin
g horizon to be visible when this data view is opened.
13.
Choose Continue, and assign the following key figures from the planning
book to the data view for either the MTS or the VMI scenario, keeping the same o
rder as in the table:
Make-to-Stock
Key Figures
Description
9AVHISTORY
History
9ADFCST
Forecast
9APROM1
Promotion 1
9AAFCST
Forecast (additional)
9APRICEFC
Planned Price
9AREVFC
Sales Forecast
9APPROD
Production (Planned)
9AMANUP
Manual Correction
9AADDKF4
Additional Field 4
Vendor-Managed Inventory
Key Figures
Description
9AADDKF1
Additional Field 1
9AADDKF2
Additional Field 2
9ADFCST
Forecast
14.
Choose Complete.
15.
When the Planning Wizard prompt appears, choose Yes to complete the plan
ning book and data view.
16.
On the initial screen, change the planning book you have just created by
choosing Edit.
17.
If you are installing the VMI scenario, continue with step 21 (entering
a free text for the key figures).
If you are installing the Make-to-Stock scenario, repeat steps 9 to 12 to create
the following views:
Views
View Description
Key Figures
DP_CLP
COLLABORATIVE DEMAND PLANNING
History
Forecast
Forecast (additional)
DP_RELEASE
DEMAND PLANNING - RELEASE VIEW
Manual Correction
18.
On
DP_RELEASE
Field name
TB profile
TB profile

the Data View tab page, specify the following TB profile IDs for the
view,
User action and values
ID (future)
DP_12Month
ID (history)
blank

19.
Create the remaining views for the Make-to-Stock scenario according to t
he steps 9-12:
Views
View Description
Key Figures
DP_LOGISTICS
DEMAND PLANNING - LOGISTICS VIEW
Forecast
Production (Planned)
DP_SALES
DEMAND PLANNING - SALES VIEW
History

DP_PROP

Forecast
Forecast (addition.)
Planned Price
Sales Forecast
Manual Correction
DEMAND PLANNING - PROPORTIONAL FACTOR VIEW

Proportional Factor

To modify the proportional factors manually, you need to create a separate data
view containing only the APODPDANT key figure to control the authorization to ch
ange these factors. This key figure is a default value in the view and is thus i
nvisible, so you do not need to assign any key figure from the right list in thi
s view.
20.
Choose Complete.
21.
Go to the Key fig. attributes tab, select the FreeText radio button and
make the following entries for each key figure. Choose Save Setting after enteri
ng the data for each key figure (depending on your scenario).
Key Figures
Free Text
Relevant for scenario
9AVHISTORY
Historical Data
MTS
9ADFCST
Statistical Forecast
MTS and VMI
9APROM1
Promotion
MTS
9AAFCST
Sales Forecast
MTS
9APRICEFC
Planning Price
MTS
9AREVFC
Sales Revenue Forecast
MTS
9APPROD
Logistics Forecast
MTS
9AMANUP
Final Forecast
MTS
9AADDKF1
VMI Historical Data
VMI
9AADDKF2
VMI Customer Forecast
VMI
9AADDKF3
u2013
MTS
9AADDKF4
Forecast Deviation
MTS
9AADDKF5
Customer Forecast
MTS
22.
Choose Complete and exit the planning book maintenance.
Steps to create macros in macro wrokbench:
3.7
Creating Macros (SAP APO)
Use
You can use advanced macros to perform complex calculations quickly and easily.
Macros are executed either directly by the user or automatically at a predefined
point in time. When defining advanced macros, you work in a special desktop env
ironment known as the MacroBuilder.
In total, four macros are created in the Demand Planning building block. They ar
e all defined for the planning book DP_001. You create three macros for forecast
calculation according to the following instruction. The chapter Creating the Ma
cro for Consensus-Based Planning describes how to create the alert macro for con
sensus-based planning.
In the DP_STANDARD view of the planning book DP_001, you create two macros:
The first macro is used for the standard and consensus-based planning. The syste
m calculates the arithmetic average of Statistical Forecast, Sales Forecast and
Logistics Forecast, the result of average forecast data plus Promotion Data is i
nserted in the Final Forecast cell. It enables the user to consider the forecast
input and the promotion plan from different departments within the company. The
planner can make manual adjustments and enter the final agreed forecast into th
e Final Forecast cell. All of this information can be shown in the planning book
screen.
The second macro multiplies the Final forecast data with the Planned price to ca
lculate the sales volume. The third macro is an alert macro used for highlightin
g exceptional situations in consensus-based planning.
In the DP_SALES view of the planning book DP_001, you create the fourth macro. T
his macro multiplies the Final forecast data with the Planned price to calculate

the sales volume, which is the same as the one in the standard view.
3.7.1
Creating Macros for the Standard View
1.
Access the activity using one of the following navigation options:
SAP SCM menu
Advanced Planning and Optimization ? Demand Planning Environmen
t Current settings Define Planning Book
Transaction code
/SAPAPO/SDP8B
2.
Enter the name of the planning book: DP_001
3.
Select Data view DP_standard.
4.
Choose Edit.
5.
Choose
MacroBuilder ? MacroBuilder ? Data view.

3.7.1.1
Creating the Macro for Consensus-Based Planning
1.
Right-click the macro node below the planning table and choose Create New
Macro ? Add macro. In the APO Macro Builder dialog box, enter a descriptive tex
t for the macro, for example, Forecast + Promotion ? Final Forecast. Choose Cont
inue.
2.
Right-click the macro and choose Add macro Element ? Step.
In the APO Macro Builder dialog box, in the descriptive text section, enter a na
me for the macro step, for example, First Step and choose Continue.
3.
Right-click the macro step and choose Add Element (Result Level) Add resu
lts row.
In the APO Macro Builder dialog box, choose Final Forecast in the Row field. Cho
ose Adopt.
4.
Right-click the result row you have just created and choose
Add Element (Argument Level) Add Operator/Function.
In the APO Macro Builder dialog box, choose u201C(u201C.
5.
Right-click the operator/function you have just created and choose
Add Element (Argument Level) Planning Table Element Append argument row. In the
APO Macro Builder dialog box, choose Statistical Forecast in the Row field.
6.
Right-click the argument row you have just created and choose
Add Element (Argument Level) Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
7.
Right-click the operator/function you have just created and choose
Add Element (Argument Level ) ? Planning Table Element ? Append argument row. In
the APO Macro Builder dialog box, choose Sales Forecast in the Row field.
8.
Right-click the argument row you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
9.
Right-click the operator/function you have just created and choose
Add Element (Argument Level ) ? Planning Table Element ? Append argument row. In
the APO Macro Builder dialog box choose Logistics Forecast in the Row field.
10.
Right-click the argument row you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
11.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C/u201D.
12.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, enter u201C(u201D.
13.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to u2
01CSIGN(u201C.
14.
Right-click the operator/function you have just created and choose
Add Element (Argument Level ) ? Planning Table Element ? Append argument row. In
the APO Macro Builder dialog box, choose Statistical Forecast in the Row field.

15.
Right-click the argument row you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
16.
Right-click the operator/function you have just created and choose
Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
17.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201CSIGN()u201D and change it to u2
01CSIGN(u201C.
18.
Right-click the operator/function you have just created and choose Add E
lement (Argument Level ) ? Planning Table Element ? Append argument row.
In the APO Macro Builder dialog box, choose Sales Forecast in the Row field.
19.
Right-click the argument row you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
20.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C+u201D.
21.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box choose the character u201CSIGN()u201D and ch
ange to u201CSIGN(u201C.
22.
Right-click the operator/function you have just created and choose Appen
d argument row. In the APO Macro Builder dialog box, choose Logistics Forecast i
n the Row field.
23.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
24.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, choose u201C)u201D.
25.
Right-click the operator/function you have just created and choose
Add Element (Argument Element) ? Append Operator/Function.
In the APO Macro Builder dialog box, enter u201C+u201D.
26.
Right-click the operator/function you have just created and choose
Append argument row.
In the APO Macro Builder dialog box, choose Promotion in the Row field.
27.
Select the macro and choose Check to check it. Generate the macro by c
hoosing Generate.
28.
Move the macro by using drag and drop to the Events section and to the D
efault folder in the upper right screen area.
29.
If you want to continue with the configuration, proceed with the next ac
tivity to create the Sales Volume Macro (see below).
If you want to discontinue the configuration at this point, we recommend that yo
u save your settings. To do this, go back to the Planning book Design screen and
choose Save. Choose All Functional Areas when the confirmation prompt appears.