Dairy Planning - SAP Help Portal

User Guide CUSTOMER

Document Version: 1.0 – 2016-10-25

Dairy PlanningRelease 4.0 SP01

Content

1 Dairy Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

2 Sales Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.1 Long-Term Sales Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62.2 Sales Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

3 Production Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93.1 Sales Order Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93.2 Sales Promotion Quantity Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103.3 Sales Promotion Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113.4 Dependent Requirements Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123.5 Weekly Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123.6 Daily Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133.7 Material Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143.8 Maintenance Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153.9 Production Capacities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153.10 Stock Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

4 Long-Term Production Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184.1 Long-Term Production Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184.2 Long-Term Production Capacities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184.3 Material Plan Balance Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194.4 Long-Term Stock Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

5 Raw Material Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215.1 Long-Term Raw Material Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215.2 Plant Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Using Plant Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235.3 Rough-Cut Planning Purchase/Sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Editing Rough-Cut Planning Purchase/Sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265.4 Rough-Cut Planning Route Redirections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Editing Rough-Cut Planning Route Redirections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305.5 Rough-Cut Planning Stock Transfers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Edit Rough-Cut Planning Stock Transfers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335.6 Raw Material Plan Balance Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Using the Raw Material Balance Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375.7 Opening Stock Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Editing Opening Stock Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

2 C U S T O M E RDairy Planning

Content

5.8 Detailed Planning Purchase/Sale/Stock Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43Editing Detailed Planning Purchase/Sale/Stock Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

5.9 Detailed Planning Routes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Editing Detailed Planning Routes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

5.10 Detailed Planning Requirement/By-Product Generation/Replacement. . . . . . . . . . . . . . . . . . . . . . . . 58Editing Detailed Planning Requirement/By-Product Generation/Replacement. . . . . . . . . . . . . . . . .59

6 Information System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

7 Master Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 667.1 Plan Management Raw Material Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 667.2 Plan Management Production Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 677.3 Assign Supplying Plant to Production Plant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

8 Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 688.1 Assign Ingredient - Reference Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 688.2 Control Production Version. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 688.3 Customer/Material Combination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698.4 Manage Forwarding Agents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Dairy PlanningContent C U S T O M E R 3

1 Dairy Planning

Use

The Dairy Planning module is tailored to the dairy industry. The emphasis is on the process integration from the planning processes up to the executing layer. In this, the focus is on the planning and control of the operational processes. Based on the particular conditions of the milk industry, Production and Raw Material Planning is consequently orientated towards:

● all raw materials with their particular properties (ingredients, ingredient types)● all finished products, semifinished products and intermediate products● joint product utilization● material requirements with the particularities of the milk industry● allocation of resources.

Integration

SAP Dairy Management by msg uses data from the following SAP components across applications in the Dairy Planning module (see also the Configuration Guide):

● SAP Materials Management (MM)● SAP Sales and Distribution (SD)● SAP Production Planning and Control (PP)● SAP Production Planning for Process Industries (PP-PI)

SAP Dairy Management by msg transfers data from the Dairy Planning module across applications to the following SAP components (see also the Configuration Guide):

● SAP Materials Management (MM)● SAP Sales and Distribution (SD)● SAP Production Planning and Control (PP)● SAP Production Planning for Process Industries (PP-PI)

Prerequisites

To execute the planning functions that are provided in the Dairy Planning module, you must create the corresponding basic data and make the necessary settings (see Configuration Guide).


Dairy Planning

Structure

The Dairy Planning module includes the following planning functions:

● Sales Planning [page 6]● Production Planning [page 9]● Raw Material Planning [page 21]● Information System [page 65]● Master Data [page 66]● Environment [page 68]

Dairy PlanningDairy Planning C U S T O M E R 5

2 Sales Planning

Structure

The following transactions are available in sales planning of the Dairy Planning module:

● Longterm Sales Planning [page 6]

● Sales Planning [page 7]

2.1 Long-Term Sales Planning

Use

You use the Long-Term Sales Planning transaction to determine and edit planned sales quantities for materials, taking into account historical data.

Prerequisites

You have created a plan in the Plan Management Production Planning transaction under Dairy PlanningMaster Data . Here, you create the reference to the materials via the plant group, the planned sales quantities of which you would like to plan in the Long-Term Sales Planning transaction.

Features

In the Long-Term Sales Planning transaction, the system supports plant-independent, long-term sales planning.

● You can plan planned sales order quantities in advance for a period of 12 months, starting with the current month.

● To do so, you choose materials the display of which should no longer only be controlled by the material group but also by using SAP product groups.

● When distributing the plan data of a material subgroup among the individual materials, the material category of the enhanced material master controls the individual requirement types.


Sales Planning

Activities

Call the Long-Term Sales Planning transaction under Dairy Planning Sales Planning .

2.2 Sales Planning

Use

You use the Sales Planning transaction to plan future sales quantities on the basis of available plan data.

You can edit the planned sales quantities as material independent requirements in the Daily Planning transaction under Dairy Planning Production Planning .

The system displays the material quantities of sales planning as a raw material requirement in the Raw Material Plan Balance Sheet transaction under Dairy Planning Raw Material Planning .

Prerequisites

Create the basic data in the following transactions:

● Dairy Planning Production Planning Sales Order Planning

● Dairy Planning Production Planning Sales Promotion Planning

● Dairy Planning Sales Planning Long-Term Sales Planning

Features

The Sales Planning transaction contains functions that you use to define and edit planned sales quantities on the basis of historical sales data.

● The system displays all materials that are assigned to the selected plant via the material group in the main table.

● Note that the planned date must be in the future and must not be within the current calendar week.● You restrict the period for displaying historical sales data by entering a start date and an end date.● The sales quantities depend on the category of the selected material. The distribution channels are

differentiated according to the following criteria:○ “LAG”

The system displays the anonymous storage share. You can add or delete additional planning lines for individual customers if this is necessary for an irregular planning as regards time and quantity. These planning lines only refer to the anonymous storage share (category “LAG”).

○ “CUS”

Dairy PlanningSales Planning C U S T O M E R 7

The system only displays customers for which there is an entry for the selected material in the customer/material combination. You cannot add or delete planning lines.

○ “K+L”The system only displays subtotals for the storage share and customer share. Identical to category “LAG”, you can also add or delete additional planning lines for individual customers that only refer to the anonymous storage share. Identical to category “CUS”, the system only displays customers in the customer share of the table for which an entry exists for the selected material in the customer/material combination. You cannot add or delete planning lines.

● The system proposes a sales quantity when you select one or more planned quantities in the Historical Sales Data table area. You can accept or change this proposal by using a factor or you can enter and accept a selected planned sales directly.

● The system displays the change in percentage of the total per calendar week to the previous week for historical sales data and planned sales quantities. In this case, the displayed change of planned sales quantities refers to the previous year period.

● You can also enter the planned change in percentage and accept this by using the Assume Planned Quantity with Forecast function.

● Changes to the production cycle may result in having to do the planning again. To repeat the planning, choose New Planning of All Available Plan Data above the main table.

You can use the following details tables as the basis for planning:

● Detail table Customer Overview <Material Number>In the Historical Sales Data table area, the system displays an overview of the sales quantities that have already been delivered to the customer for each calendar week. In the Planned Sales Quantities table area, the system displays quantities that you plan to deliver to customers for each calendar week.

● Detail table Detail View Individual Days Material <Material Number>The system displays historical sales quantities and historical sales promotion quantities for the previous calendar week and planned sales quantities for future calendar weeks, including the current calendar week, for each weekday and as a total for each calendar week.

● Detail table Sales Order Overview <Material Number>The system displays the delivered quantities for sales orders that have already been delivered and supplied from the SAP Sales and Distribution (SD) component and the planned sales quantity for each weekday of the current week and the selected planning week and as a total for the respective calendar weeks.

● Detail table Overview of Sales Promotions <Material Number>The system displays the quantities that have been planned in sales promotion planning for a material for each weekday of the current week and the selected planning weeks and as a total for the respective calendar weeks.

● Detail table Monthly Overview <Material Number>The system displays historical sales data of the previous 12 months and as a total for the selected material. This is used as an overview of the sales quantities over the previous year.

Activities

Call the Sales Planning transaction under Dairy Planning Sales Planning .


Sales Planning

3 Production Planning

Structure

You can use the following transactions in the production planning of the Dairy Planning module:

● Sales Order Planning [page 9]● Sales Promotion Quantity Planning [page 10]● Sales Promotion Planning [page 11]● Dependent Requirements Planning [page 12]● Weekly Planning [page 12]● Daily Planning [page 13]● Material Requirements [page 14]● Maintenance Planning [page 15]● Production Capacities [page 15]

3.1 Sales Order Planning

Use

You use the Sales Order Planning transaction to plan production of the overall order quantity according to the schedule for a sales order in a plant. The schedule for a sales order determines how the overall order quantity that has to be made available by the plant at the loading date is divided.

You can then use the determined plan data in the following transactions:

● Dairy Planning Sales Planning Sales Planning

● Dairy Planning Production Planning Weekly Planning

● Dairy Planning Production Planning Daily Planning

● Dairy Planning Raw Material Planning Raw Material Plan Balance Sheet

Prerequisites

The system only reads sales orders for the materials that are assigned to the customer in SAP Dairy Management by msg. You must have created at least one sales order and a schedule for the sales order.

Dairy PlanningProduction Planning C U S T O M E R 9

Features

In the Sales Order Planning transaction, you divide the overall order quantity for a material into production quantities for each calendar day. The plant must produce the complete order quantity of the materials defined in the schedule for the sales order by the loading date.

Activities

Call the Sales Order Planning transaction under Dairy Planning Production Planning .

3.2 Sales Promotion Quantity Planning

Use

You use the Sales Promotion Quantity Planning transaction to plan sales promotion quantities of a material for a sales promotion. You set a sales promotion status for the sales promotion quantity. The sales promotion status describes whether you release the sales promotion quantity for further editing because a differentiated sales promotion planning is not necessary or whether you have to further specify the sales promotion planning in a second step. Based on the sales promotion status, you can use the planned sales promotion quantities in the Sales Promotion Planning transaction under Dairy Planning Production Planning for further editing.

Prerequisites

You have transferred at least one sales promotion from an external data source into SAP Dairy Management.

Features

You can use the Sales Promotion Quantity Planning transaction to split the sales promotion quantity of a material into individual sales promotion quantities according to their sales promotion status. You restrict the selection of the sales promotions by specifying a delivery period for a material in the selected plant. You choose the sales promotion to be edited by specifying the customer, the sales promotion period and the delivery period. You can split the sales promotion quantity in the detail table Sales Promotion Details, map items of a sales promotion and set the sales promotion status for items.


Production Planning

Activities

Call the Sales Promotion Quantity Planning transaction under Dairy Planning Production Planning .

3.3 Sales Promotion Planning

Use

You use the Sales Promotion Planning transaction to plan planned sales promotion quantities that have been planned in the Sales Promotion Planning transaction under Dairy Planning Production Planning divided into sales quantity and production quantity within a planning period of a sales promotion.

In the Daily Planning transaction under Dairy Planning Production Planning , planned sales of a promotion planning increase the planned production quantity for a material. You can release the document for production in daily planning.

Prerequisites

You have previously executed the Sales Promotion Quantity Planning in the Sales Promotion Quantity Planning transaction under Dairy Planning Production Planning .

Features

In the Sales Promotion Planning transaction, you can enter sales promotion quantities of a sales promotion divided into items of the default planning types “Sales” and “Production”. In the detail table Sales Promotion Details, you distribute sales and production quantities for each day among the calendar weeks within the planning period. The item with planning type “Sales” describes how you distribute material quantities that you plan to sell within the scope of a sales promotion. The item with planning type “Production” describes how you distribute material quantities that you plan to produce within the scope of a sales promotion. In this case, you have to take into account the displayed transfer period (in days) between production plant and supplying plant in the Transfer Time (Days) column.

Activities

Call the Sales Promotion Planning transaction under Dairy Planning Production Planning .


3.4 Dependent Requirements Planning

Use

You use the Dependent Requirements Planning transaction to manually determine plan quantities for dependent requirements.

You can use the plan data for dependent requirements in the Daily Planning transaction Dairy PlanningProduction Planning for further planning purposes. The system displays the planned purchases from raw material planning. The system displays the plan quantities for dependent requirements in the Raw Material Plan Balance Sheet transaction under Dairy Planning Raw Material Planning in the Requirement table area.

Dependent requirements planning takes into account the ripening periods and ripening losses for the production of the materials.

Materials with a ripening period are only taken into account as an increase once the ripening period has been completed. The system uses the ripening period and ripening loss from the enhanced material master for calculating the increase. In addition, the system re-calculates the material quantity after the ripening period has been exceeded by deducting the ripening loss from the plan quantity.

Prerequisites

You must store this information in the enhanced material master so that the system can determine the ripening period and the ripening loss for a material.

Activities

Call the Dependent Requirements Planning transaction under Dairy Planning Production Planning .

3.5 Weekly Planning

Use

You use the Weekly Planning transaction to determine the proposal for the plan production quantity from the comparison of planned sales quantities and stocks. You can either accept this proposal or enter the plan production quantity.

The system displays the material quantities of weekly planning as a requirement in the Raw Material Plan Balance Sheet transaction under Dairy Planning Raw Material Planning .


Production Planning

Prerequisites

You can only plan plan production quantities on the basis of sales quantities if you have executed the Sales Planning transaction under Dairy Planning Sales Planning . Otherwise, you have to manually enter plan production quantities.

Features

The Weekly Planning transaction contains functions for entering or editing the plan production quantities of a material for a calendar week.

Activities

Call the Weekly Planning transaction under Dairy Planning Production Planning .

3.6 Daily Planning

Use

You use the Daily Planning transaction to

● transfer the production quantities that have been planned in the upstream planning functions to SAP Production Planning and Control (PP) or SAP Production Planning - Process Industries (PP-PI) as a planned order so that secondary materials with long lead times for procurement, such as packing materials, can be ordered in good time.

● optimize production quantities and production days on the basis of production quantities that have been planned in upstream planning functions, and to release them as a planned order to SAP PP/PP-PI to control the production. You can then create a new manufacturing order from the planned order.

Prerequisites

To execute the Daily Planning transaction, you must have previously performed planning in at least one of the following transactions under Dairy Planning Sales Planning or under Dairy Planning Production Planning :

● Sales Planning● Weekly Planning


● Sales Promotion Planning● Sales Order Planning● Dependent Requirements Planning● Maintenance Planning

Features

You can use the following functions in the Daily Planning transaction:

● Manage Production QuantitiesYou can optimize production quantities of materials per calendar day and transfer them to planned orders.

● Display Stock QuantitiesYou can display stocks, increases and decreases of materials.

Activities

Call the Daily Planning transaction under Dairy Planning Production Planning .

3.7 Material Requirements

Use

You use the Material Requirements transaction to obtain a complete requirement overview for all planning quantities. The system determines the required material quantities based on the bills of material (BOM). You can display material requirements as a daily view or a weekly view.

Prerequisites

To be able to process the Material Requirements transaction, you must have previously carried out planning in at least one of the following transactions under Dairy Planning Sales Planning or under Dairy PlanningProduction Planning :

● Sales Planning● Sales Order Planning● Sales Promotion Planning● Dependent Requirements Planning● Weekly Planning● Daily Planning


Production Planning

Activities

Call the Material Requirements transaction under Dairy Planning Production Planning .

3.8 Maintenance Planning

Use

You use the Maintenance Planning transaction to plan downtimes due to maintenance work, which influence production planning and production control, for particular facilities or work centers. You can then include these maintenance periods in the Daily Planning transaction under Dairy Planning Production Planning .

Features

You can use the maintenance planning in the following functions:

● Plan maintenance for each work center (facility)● Display maintenance works per calendar week

Activities

Call the Maintenance Planning transaction under Dairy Planning Production Planning .

3.9 Production Capacities

Use

You use the Production Capacities transaction to determine the utilization of a work center in percentage or absolute form for each calendar day for a particular plant. You can determine utilizations that exceed the maximum capacity of the work center. For each work center and calendar day, you determine the material requirement parameters that govern the utilization and the malfunction times that restrict the capacity of the work center on the respective calendar day.


Prerequisites

If you want to determine the malfunction times, you must have processed the Maintenance Planning transaction under Dairy Planning Production Planning first.

To determine the dependent requirements of the material, you must have processed the Material Requirements transaction under Dairy Planning Production Planning first.

Activities

Call the Production Capacities transaction under Dairy Planning Production Planning .

3.10 Stock Planning

Use

You use the Stock Planning transaction to display the stock history and perform planning for the advance production stock.

Prerequisites

You have created the plant groups and the material grouping in the corresponding transactions under Dairy Cross Functions Master Data .

Features

You can use the following functions in the Stock Planning transaction:

● You can display the stocks for each material based on a plant or a plant group. Here you can choose between a daily or weekly view.

● You can have the system display the MRP stock or the stock for the planned advance production separately.● The system displays the stocks from the SAP Materials Management (MM) component in detail and at

individual batch level.● You can execute planning for the advance production stock using detailed stock levels for each material.


Production Planning

Activities

Call the Stock Planning transaction under Dairy Planning Production Planning .


4 Long-Term Production Planning

Structure

You can use the following transactions in the long-term production planning of the Dairy Planning module:

● Long-Term Production Planning [page 18]● Long-Term Production Capacities [page 18]● Material Plan Balance Sheet [page 19]

4.1 Long-Term Production Planning

Use

You use the Long-Term Production Planning transaction to manually adjust production quantities on the basis of plan data of long-term sales planning. You can edit the production quantities and the proposal for distribution to the production plants and can plan advance production for anonymous advanced requirement quantities.

Prerequisites

You have created a plan in the Plan Management Production Planning transaction under Dairy PlanningMaster Data .

Activities

Call the Long-Term Production Planning transaction under Dairy Planning Production Planning .

4.2 Long-Term Production Capacities

Use

You use the Long-Term Production Capacities transaction to determine a plan that is used as a basis to determine the capacity utilization of the facilities in the plants, which are assigned to the plant group of the plan.


Long-Term Production Planning

To determine the capacity utilization, the system takes both the already planned maintenance works and the productive times of the facility into account that result from Long-Term Production Planning and the materials to be produced. Related to a month or week, you can thus check whether the facility may exceed its maximum capacity.

Activities

Call the Long-Term Production Capacities transaction under Dairy Planning Long-Term Production Planning .

4.3 Material Plan Balance Sheet

Use

You use theMaterial Plan Balance Sheet transaction to obtain a comparison of the long-term raw material requirements to the long-term planned stocks of raw materials. In this case, the material plan balance sheet is based on both plans that originate from raw material planning or production planning.

For the plan from production planning, you already entered the materials that you plan to produce. If necessary, you already entered in the plan from raw material planning how you plan to cover the resulting raw material requirement. You use the material plan balance sheet to determine whether, based on this planned quantity, excess or shortage related to the absolute material quantities or related to a selected ingredient type may occur.

Besides determining excess or shortage on the basis of planned quantities, the material plan balance sheet also specifies the way in which excess or shortage can be balanced. You can balance an excess by planning to purchase the material specified in usage, for example.

Activities

Call the Material Plan Balance Sheet transaction under Dairy Planning Long-Term Production Planning .

Dairy PlanningLong-Term Production Planning C U S T O M E R 19

4.4 Long-Term Stock Planning

Use

You use the Long-Term Stock Planning transaction to get an overview of the stock levels and to perform long-term target stock planning.

Prerequisites

You have released a plan for the production planning and a plan for the raw material planning in the corresponding transactions under Dairy Planning Master Data .

Features

You can use the following functions in the Long-Term Stock Planning transaction:

● You can perform evaluation and planning for an individual material, but also globally for the material area, a material group or a material subgroup.

● You can have the system display the MRP stock or the stock for the planned advance production separately.● To determine the closing stock, the system adds the increases from the long-term production planning and

the purchases from the long-term raw material planning to the opening stock and subtracts the decreases from the long term sales planning.

● The system saves the difference of the planned target stock for each material and in relation to the production quantities.

Activities

Call the Long-Term Stock Planning transaction under Dairy Planning Long-Term Production Planning .


Long-Term Production Planning

5 Raw Material Planning

Structure

You can use the following transactions in the raw material planning of the Dairy Planning module:

● Plant Overview [page 22]● Rough-Cut Planning Purchase/Sale [page 25]● Rough-Cut Planning Route Redirections [page 30]● Rough-Cut Planning Stock Transfers [page 33]● Raw Material Plan Balance Sheet [page 36]● Opening Stock Planning [page 39]● Detailed Planning Purchase/Sale/Stock Transfer [page 43]● Detailed Planning Routes [page 50]● Detailed Planning Requirement/By-Product Generation/Replacement [page 58]

5.1 Long-Term Raw Material Planning

Use

You use the Long-Term Raw Material Planning transaction to perform long-term material planning for own milk, purchases and sales.

Prerequisites

You have created a plan for the raw material planning in the corresponding transaction under Dairy PlanningMaster Data . If you want to incorporate historical inbound delivery data, imported forecast data or forecast data determined from the SAP Sales and Operations Planning (PP-SOP) component into the planned quantity of the long-term material planning, you must make it available in the system.

Dairy PlanningRaw Material Planning C U S T O M E R 21

Features

You can use the following functions in the Long-Term Raw Material Planning transaction:

● The system displays the following data in the main table, depending on the planning concept:○ Historical route data○ External forecast data○ Forecast data determined from the PP-SOP component

● You can enter planned quantities manually, or you transfer the data displayed in the main table and specify a factor, if required.

● You can adjust the planned quantities for each material for routes, customers and suppliers in the detail table.● Besides quantities, you can also transfer or plan factors for individual ingredient types.

Activities

Call the Long-Term Raw Material Planning transaction under Dairy Planning Raw Material Planning .

5.2 Plant Overview

Use

You use the Plant Overview transaction to determine excess stock and shortage of raw material quantities and their ingredient types for each plant group or plant. The system displays how excess stock and shortage of raw material quantities and their ingredient types affect the corresponding finished materials.

Prerequisites

You have created a plan in the Plan Management Raw Material Planning transaction under Dairy PlanningMaster Data .

You have defined reference materials and used materials for an ingredient type in the Assign Ingredient to Reference Material transaction under Dairy Planning Environment .

Activities

Call the Plant Overview transaction under Dairy Planning Raw Material Planning .


Raw Material Planning

5.2.1 Using Plant Overview

Context

You use Plant Overview of SAP Dairy Management by msg to obtain an overview of coverages that result from the plan for the respective plant. The system calculates coverage on the basis of material quantities entered in the plan.

The plant overview specifies the coverage related to the absolute material quantity and related to the quantity of the selected ingredient type. This way, you can check whether excess or shortage may occur due to a plan in a plant at a particular calendar day.

General Information

In the header area of the Plant Overview screen, you see the title line with the path of the transaction and under this the Display pushbutton. You can either choose the pushbutton directly or, alternatively, use the following keyboard shortcut CTRL+4.

When you open the plant overview, the system initially does not display any data in the overview table:

You display data as follows:

1. Adjust the selection criteria.

NoteYou have to choose a plan. Depending on the plan data, the system presets the plan unit of measure (PUoM), the Plant Group, the checkboxes for each plant of the plant group, the Area, Group, Material, Planned Date, Valid From and Valid To. The Day View view is selected. For more information on the selection criteria, see Selection Criteria of Plant Overview Transaction.

2. Choose the Display pushbutton.

NoteAs an alternative, you can use the keyboard shortcut CTRL+4.

3. The system displays the data according to the selection criteria.

Selection Criteria of Plant Overview Transaction

You can use the following selection criteria in the Plant Overview transaction:

● Plan● PUoM (display only)● Plant Group (display only)● Plant (multiple selection possible)● Material with Area and Group● Plan Date● Valid From (display only)● Valid To (display only)● Ingredient Type

In addition to the selection criteria, you can choose between the views Day View or Weekly View.


NoteIn the day view, the system always displays 14 days. In the weekly view, the system displays all weeks of the selected plan.

Selection Criterion Plan

You have to select the plan before displaying data in the Plant Overview transaction. The system calculates coverages based on the material quantities of this plan and on data that originate from detailed planning

Selection Criterion PUoM

The system displays the plan unit of measure of the selected plan. This unit of measure refers to all material quantities of the plant overview.

Selection Criterion Plant Group

The system displays the plant group of the selected plan.

Selection Criterion Filter Plants

The system displays the plant overview for any combination of all plants of the plant group. Select the checkbox of the respective plant for the plant overview to take this plant into account. You have to choose at least one plant.

Selection Criterion Material

You can select from the areas and groups that were configured for the plant in the Material Grouping transaction under Dairy Cross Functions Master Data . When selecting several plants, the system maps the total quantity of all selected plants.

Selection Criterion Planned Date

When the selected plan is valid on the current calendar day, the system presets the Planned Date with the current date. If the selected plan is not valid on the current calendar day, the system presets the Planned Date with the date on which the plan is valid on the first day.

You can only choose a planned date that is within the validity period of the selected plan.

Selection Criterion View

With this selection criterion, you can choose between the following options:

● Day ViewIn the day view view, the system displays the plant overview of the individual calendar days of the previous two calendar weeks.

● Weekly ViewIn theWeekly View view, the system displays the plant overview for all calendar weeks of the plan and creates sums of material quantities for the individual calendar weeks.

Procedure

Coverages, which are the result based on the material quantities of the plan, for a plant group or a plant as described below:1. When opening the plant overview, the Day View radio button is already selected. If necessary, choose the

Weekly View radio button.



2. Adjust the values for the selection criteria Plan, Filter Plant, Material and Planned Date and Ingredient Type.

NoteFor more information on the selection criteria, see Selection Criteria of Plant Overview Transaction.


If you want to determine the coverage related to the absolute quantity of the selected material, expand the Excess Stock / Shortage Quantity tree. The overview table contains an individual line for each selected plant. In the day view, the column refers to a calendar day. The Excess Stock / Shortage Quantity line contains for each column the total of material quantities that result from the individual coverages from the lines undeneath.

If you want to determine the coverage related to the absolute quantity of the selected ingredient type, expand the Excess Stock / Shortage Ingredient Type tree. The overview table contains an individual line for each selected plant. In the day view, the column refers to a calendar day. The Excess Stock / Shortage Ingredient Type line contains for each column the total of material quantities that result from the individual coverages from the lines undeneath.

NoteIf you select more than one plant in the selection criteria, you obtain cross-plant excess/shortage. It may be possible to balance excess/shortage using plant stock transfers.

NoteIf the specified material quantity is a shortage, the number is displayed with a - sign. If it is an excess, the number is displayed with no sign.

5.3 Rough-Cut Planning Purchase/Sale

Use

You use the Rough-Cut Planning Purchase/Sale transaction to manage plan values as the basis for the Detailed Planning Purchase/Sale/Stock Transfer transaction under Dairy Planning Raw Material Planning . Enter purchase or sale quantities to plan and calculate the quantities of the ingredient types. The system supports you during planning by including the plan quantities of the variable routes and of the stock transfers in the calculation.

Activities

Call the Rough-Cut Planning Purchase/Sale transaction under Dairy Planning Raw Material Planning .


5.3.1 Editing Rough-Cut Planning Purchase/Sale

Prerequisites

To use the Rough-Cut Planning Purchase/Sale transaction, you have to choose a plan from raw material planning that has the status active and In Process and that is valid for the planning period start selected in rough-cut planning.

Note

You use Plan Management Raw Material Planning under Dairy Planning Master Data to manage plans from raw material planning.

Context

You use rough-cut planning purchase/sale in SAP Dairy Management by msg to plan which material quantity you want to purchase or sell for each calendar day. By entering this material quantity in the Planning Raw Material Quantities detail table, you also specify the supplier for purchase and the customer for sale.

In the Planning Ingredient Type detail table, you can specify for each calendar day the factor that the system applies to the planned material quantity to calculate the absolute quantity of the ingredient type. If you do not adjust the factor, the system uses the default factor.

General Information

In the header area of the Rough-Cut Planning Purchase/Sale screen, you see the title line with the path of the transaction and under this the pushbuttons Save, Cancel, Edit and Display. You can either choose the pushbuttons directly or, alternatively, use the following keyboard shortcuts:

● Pushbutton Save - CTRL+1● Pushbutton Cancel - CTRL+2● Pushbutton Edit - CTRL+3● Pushbutton Display - CTRL+4

When you execute the Rough-Cut Planning Purchase/Sale transaction, the system initially does not display any data in the detail tables.



NoteYou have to choose a Plan. Depending on the plan data, the system sets the Plan Unit of Measure (PUoM), the Plant Group, the Plant, the Area, the Group, the Material, the Planning Period Start, Valid From and Valid To by default. The Day View view is selected. For more information on the selection criteria, see Selection Criteria of Rough-Cut Planning Purchase/Sale Transaction.

2. Choose the Display pushbutton. You can also use the keyboard shortcut CTRL+4.




You edit data as follows:


NoteYou have to choose Plan. Depending on the plan data, the system sets the Plan Unit of Measure (PUoM), the Plant Group, the Plant, the Area, the Group, the Material, the Planning Period Start, Valid From and Valid To by default. The Day View view is selected. For more information on the selection criteria, see Selection Criteria of Rough-Cut Planning Purchase/Sale Transaction.

2. Choose the Edit pushbutton. You can also use the keyboard shortcut CTRL+3.3. The system displays data according to the selection criteria and activates the Adjust Ingredient Type

pushbutton in the Planning Ingredient Type detail table. The system is in editing mode.4. You can make the following changes in the rough-cut plan:

○ Plan material quantity for the purchase from a supplier○ Plan material quantity for the sale to a customer○ Adjust the factor for calculating the absolute quantity of an ingredient type

NoteWhen you expand a node in the tree of the Planning Raw Material Quantities detail table, the system expands the corresponding node in the tree of the Planning Ingredient Type detail table and vice versa. This way, the system supports you when entering material quantities in the Planning Raw Material Quantities detail table and when adjusting the ingredient type in the Planning Ingredient Type.

5. When you choose the Save pushbutton, the system saves your changes. When you choose the Cancel pushbutton, the system terminates the editing mode without saving your changes.

Selection Criteria of the Rough-Cut Planning Purchase/Sale Transaction

You can use the following selection criteria in the Rough-Cut Planning Purchase/Sale transaction:

● Plan● PUoM (display only)● Plant Group (display only)● Plant● Material with Area and Group● Planning Period Start● Valid From (display only)● Valid To (display only)

In addition to the selection criteria, you can choose between the views Day View or Weekly View. Note that you can only edit the rough-cut plan in the Day View view. You use the Weekly View view to display the material quantity for each calendar week.


Before you can switch to the display or editing mode in the Rough-Cut Planning Purchase/Sale transaction, you have to choose the plan that you would like to display or edit, for example.



The system displays the plan unit of measure of the selected plan. This unit of measure refers to all material quantities of the rough-cut plan.


The system displays the plant group of the selected plan. In the plant group selection criterion, only plants of this plant group are valid.

Selection Criterion Plant

The system presets the plant with the first plant of the plant group that is assigned to the selected plan. You can only switch to another plant that belongs to the plant group that is assigned to the selected plan.


You can select from the areas and groups that were configured for the plant in the Material Grouping transaction under Dairy Cross Functions Master Data .

Selection Criterion Planning Period Start

If the selected plan is valid on the current date, the system presets the planning period start with this date. If the selected plan is not valid on the current date, the system presets the planning period start with the date on which the plan is valid on the first day.

You can only choose a planning period start that is within the validity period of the selected plan. If you want to edit the rough-cut plan, you have to choose a planning period start that is not in the past.


With these selection criteria, you can choose between the following options:

● Day ViewIn the Day View view, you manage material quantities on individual calendar days of two weeks to record planned material quantities. The first week is the calendar week of the selected planning period start, the second week is the following week.

● Weekly ViewIn the Weekly View view, you can display material quantities for individual calendar weeks. You can use this to control the planned material quantities for all calendar weeks of the plan.

Procedure

You plan the material quantity that you purchase or sell on the selected calendar day as described below:1. Select the Day View radio button in the View detail area of the selection criteria. When you open Rough-Cut

Planning Purchase/Sale, the Day View radio button is already selected.2. Adjust the values for the selection criteria Plan, Plant, Material and Planning Period Start.

For more information on the selection criteria, see Selection Criteria of Rough-Cut Planning Purchase/Sale Transaction.

3. Choose the Edit pushbutton.



You have to activate the editing mode in order to enter a material quantity. When you choose the Edit pushbutton, the system switches to editing mode and activates the Adjust Ingredient Type pushbutton using the Planning Ingredient Type detail table.

4. In the Planning Raw Material Quantities detail table, expand the tree Purchase Material Supplier Group , to get to the editable lines for each supplier. For the supplier, you enter the material quantity that you plan to purchase from the supplier on this calendar day in the corresponding column.

5. In the Planning Raw Material Quantities detail table, expand the tree Sale Material Customer Group , to get to the editable lines for each customer. For the customer, you enter the material quantity that you plan to sale to the customer on this calendar day in the corresponding column.

When you expand a node in the tree of the Planning Raw Material Quantities detail table, the system expands the corresponding node in the tree of the Planning Ingredient Type detail table and vice versa. This way, the system supports you when entering material quantities in the Planning Raw Material Quantities detail table and when adjusting the ingredient type in the Planning Ingredient Type.

6. Choose the Save pushbutton.You adjust the factor for calculating the absolute quantity of the ingredient type for a material quantity as described below:If you want to adjust the factor for calculating the absolute quantity of an ingredient type for the specified material quantity in the rough-cut plan, proceed as described below:1. Select the Day View radio button in the View detail area of the selection criteria. When you start on Rough-Cut

Planning Purchase/Sale transaction the Day View radio button is already selected.2. Adjust the values for the selection criteria Plan, Plant, Material and Planning Period Start.

For more information on the selection criteria, see Selection Criteria of Rough-Cut Planning Purchase/Sale Transaction.

3. Choose the Edit pushbutton.You have to activate editing mode to adjust a factor. When you choose the Edit pushbutton, the system switches to editing mode and activates the Adjust Ingredient Type pushbutton using the Planning Ingredient Type detail table.

4. In the list field, choose the ingredient type for which you want to adjust the factor.

5. In the Planning Ingredient Type detail table, expand the tree Purchase Material Supplier Group , to get to the editable lines for each supplier. In the Planning Ingredient Type detail table, expand the tree SaleMaterial Customer Group , to get to the editable lines for each customer. If you have entered a material quantity in the Planning Raw Material Quantities detail table for a supplier or customer on a calendar day, the corresponding cell in the Planning Ingredient Type detail table contains the absolute quantity of the ingredient type calculated by the system. If you want to adjust the factor to be used for this calendar day, select the cell first and then choose the Adjust Ingredient Type pushbutton. You get to the Rough-Cut Planning Purchase/Sale Adjust Ingredient Type dialog box.

6. Specify the percentage for the calculation of the absolute quantity of the ingredient type in the Factor New (%) field. In the Factor Planned (%) field, the system displays the currently used percentage. In the Factor According to Default (%) field, the system displays the percentage that originates from the BOM of the material. Choose the OK pushbutton.

7. Choose the Save pushbutton.


5.4 Rough-Cut Planning Route Redirections

Use

You use the Rough-Cut Planning Route Redirections transaction to manage plan values as the basis for the Detailed Planning Routes transaction under Dairy Planning Raw Material Planning in the Route Redirections view. The system supports you during planning by taking into account the variable raw material quantities from the route redirections.

Activities

Call the Rough-Cut Planning Route Redirections transaction under Dairy Planning Raw Material Planning .

5.4.1 Editing Rough-Cut Planning Route Redirections

Context

In Rough-Cut Planning Route Redirections of SAP Dairy Management by msg, you specify which material quantity you plan to redirect from the home plant to the receiving plant by entering the material quantity. The route redirection is only valid on the selected calendar day.

General Information

In the header area of the Rough Cut Planning Route Redirections screen, you see the title line with the path of the transaction and under this the pushbuttons Save, Cancel, Edit and Display. You can either choose the pushbuttons directly or, alternatively, use the following keyboard shortcuts:


When you open the Rough-Cut Planning Route Redirections transaction, the system initially does not display any data in the overview table.



NoteYou have to select a Plan from the plan management raw material planning. Depending on the plan data, the system presets the plan unit of measure (PUoM), the Plant Group, the Home Plant, the Area, the Group, the Material, the Planning Period Start, Valid From and Valid To. The Day View view is selected. For more



information on the selection criteria, see Selection Criteria of Rough-Cut Planning Route Redirections Transaction.


NoteAlternatively, you can use the keyboard shortcut CTRL+4.




NoteYou have to select a Plan from the plan management raw material planning. Depending on the plan data, the system presets the plan unit of measure (PUoM), the Plant Group, the Home Plant, the Area, the Group, the Material, the Planning Period Start, Valid From and Valid To. The Day View view is selected. For more information on the selection criteria, see Selection Criteria of Rough-Cut Planning Route Redirections Transaction.



3. The system displays data according to the selection criteria and is in editing mode.4. You can execute the following activity in the rough-cut plan:

○ Enter material quantities for redirection. This way, you plan to redirect this material quantity from the home plant to a different receiving plant on this calendar day.


Selection Criteria of Rough-Cut Planning Route Redirections Transaction

You can use the following selection criteria in the Rough-Cut Planning Route Redirections transaction:

● Plan● PUoM (display only)● Plant Group (display only)● Home Plant● Material with Area and Group● Planning Period Start● Valid From (display only)● Valid To (display only)

In addition to the selection criteria, you can choose between the views Day View or Weekly View. Note that you can only edit the rough-cut plan in the day view. You use the weekly view view to display the total of the material quantity for each calendar week.

The system displays the calendar days of the previous two calendar week in the Day View view. In the Weekly View view, the system displays all weeks of the selected plan.



Before you can switch to the display or editing mode in the Rough-Cut Planning Route Redirections transaction, you have to choose the Plan that you would like to display or edit, for example.




The system displays the plant group of the selected plan. In the Home Plant selection criterion, only plants are valid that belong to this plant group.

Selection Criterion Home Plant

The home plant is the plant that is not supplied by the redirected route. A redirected route supplies the specified receiving plant instead of its home plant. You can only redirect variable routes. Fixed routes cannot be redirected, they always supply their home plant.


You can select from the areas and groups that were configured for the home plant in the Material Grouping transaction under Dairy Cross Functions Master Data .


If the selected plan is valid on the current calendar day, the system presets the Planning Period Start with the current date. If the selected plan is not valid on the current calendar day, the system presets the Planning Period Start with the date on which the plan is valid on the first day.



● Day ViewIn the Day View view, you manage the rough-cut plan for individual calendar days.

● Weekly ViewIn the Weekly View view, the system displays the totals of material quantities for individual calendar weeks. This way, you can check planned material quantities related to a calendar week.

Procedure

Planning RedirectionsYou plan redirections of a quantity to be redirected on the selected calendar day as follows:1. Select the Day View radio button in the View detail area of the selection criteria. When you open the Rough-

Cut Planning Route Redirections, the Day View radio button is already selected.2. Adjust the values for the selection criteria Plan, Plant, Material and Planning Period Start.

NoteFor more information on the selection criteria, see Selection Criteria of Rough-Cut Planning Route Redirections Transaction.




You have to activate the editing mode in order to enter a material quantity for the route redirection. When you choose the edit pushbutton, the system switches to the editing mode. This way, the lines underneath

Material Totals Variable Routes Group Own Routes and External Routes are ready for entry.4. Enter the planned material quantity for the route redirection in the line for the plant that is to receive the

material quantity. This way, you plan that this plant is the receiving plant of the redirected quantity on this calendar day.


5.5 Rough-Cut Planning Stock Transfers

Use

You use the Rough-Cut Planning Stock Transfers transaction to manage plan values as the basis for the Detailed Planning Purchase/Sale/Stock Transfer transaction under Dairy Planning Raw Material Planning . You enter material quantities for outgoing stock transfers. The system supports you during planning by taking into account the plan quantities of the variable routes and their purchases and sales from the Detailed Planning Purchase/Sale/Stock Transfer transaction.

Activities

Call the Rough-Cut Planning Transfers transaction under Dairy Planning Raw Material Planning .

5.5.1 Edit Rough-Cut Planning Stock Transfers

Context

You use Rough-Cut Planning Stock Transfers of SAP Dairy Management by msg for entering which material quantity you plan to transfer from one plant to another plant for each calendar day.

Note that planned material quantities to be transferred have to be entered as Outbound Stock Transfer. You can only plan stock transfers between plants of the same plant group.

General Information

In the header area of the Roug-Cut Planning Stock Transfers screen, you see the title line with the path of the transaction and under this the pushbuttons Save, Cancel, Edit and Display. You can either choose the pushbuttons directly or, alternatively, use the following keyboard shortcuts:

● Pushbutton Save - CTRL+1


● Pushbutton Cancel - CTRL+2● Pushbutton Edit - CTRL+3● Pushbutton Display - CTRL+4

When you open the Rough-Cut Planning Stock Transfers transaction, the system initially does not display any data in the overview table.



NoteYou have to choose Plan. Depending on the plan data, the system presets the plan unit of measure (PUoM), the Plant Group, the Area, Group, Material, Planned Date, Valid From and Valid To. The Day View view is selected. For more information on the selection criteria, see Selection Criteria of Rough-Cut Stock Transfers Transaction.






NoteYou have to choose Plan. Depending on the plan data, the system presets the plan unit of measure (PUoM), the Plant Group, the Area, Group, Material, Planned Date, Valid From and Valid To. The Day View view is selected. For more information on the selection criteria, see Selection Criteria of Rough-Cut Stock Planning Transfers Transaction.



3. The system displays data according to the selection criteria and is in editing mode.4. You can execute the following activity in the rough-cut plan:

○ Enter the material quantity for the outbound stock transfer from plant to another5. When you choose the Save pushbutton, the system saves your changes. When you choose the Cancel

pushbutton, the system terminates the editing mode without saving your changes.

Selection Criteria of Rough-Cut Planning Stock Transfers Transaction

You can use the following selection criteria in the Rough-Cut Planning Stock Transfers transaction:

● Plan● PUoM (display only)● Plant Group (display only)



● Plant● Material with Area and Group● Plan Date● Valid From (display only)● Valid To (display only)

In addition to the selection criteria, you can choose between the views Day View or Weekly View. Note that you can only edit the rough-cut plan in the Day View view. You use the Weekly View view to display the material quantity for each calendar week.


Before being able to switch to the display or editing mode in the Rough-Cut Planning Stock Transfers transaction, you have to choose the Plan that you would like to display or edit, for example.




The system displays the plant group of the selected plan. In the Plant selection criterion, only plants of this plant group are valid.


When choosing a plant, the material quantities of the rough-cut plan always refer to this plant. For material quantities in the lines underneath Outbound Stock Transfer this means that you planned in the selection criterion for the plant that the specified material quantity is to be transferred to the plant to which the line refers.

When no plant is selected, the material quantity always refers to the corresponding plant in the columns in the overview table. For material quantities in the lines underneath Outbound Stock Transfer this means that you planned for the plant in this column that the specified material quantity is to be transferred to the plant to which the line refers.


You can select from the areas and groups that were configured for the plant in the Material Grouping transaction under Dairy Cross Functions Master Data . If you have not chosen a plant, the system mapds the total quantity for the plant group from the material grouping.

Selection Criterion Planned Date

When the selected plan is valid on the current calendar day, the system presets the Planned Date with the current date. If the selected plan is not valid on the current calendar day, the system presets the Planned Date with the date on which the plan is valid on the first day.

You can only choose a planned date that is within the validity period of the selected plan. If you want to edit the rough-cut plan, you have to choose a planned date that is not in the past.



● Day ViewIn the Day View view, you manage the rough-cut plan for individual calendar days.

● Weekly View


In the Weekly View view, the system displays material quantities for individual calendar weeks. You can use this to control the planned material quantities related to one calendar week.

Procedure

You enter material quantities that you plan to transfer on the selected calendar day as described below:1. Select the Day View radio button in the View detail area of the selection criteria. When opening Rough-Cut

Planning Stock Transfer, the Day View radio button is already selected.2. Adjust the values for the selection criteria Plan, Material and Planned Dated.

NoteFor more information on the selection criteria, see Selection Criteria of Rough-Cut Planning Stock Transfers Transaction.


You have to activate the editing mode in order to enter a material quantity. When choosing Edit pushbutton, the system switches to the editing mode. This way the lines under Outbound Stock Transfer is ready for entry.

NoteIf you have not chosen a plant from the selection criteria, the system displays each plant of the plant group as an individual column in the overview table. If a column and a line of a cell refer to the same plant, the cell is blocked for entry.

4. Enter the planned material quantity that is to be transferred in the line for the plant that is to obtain the material quantity. For this plant, the material is an inbound stock transfer.

When no plant has been chosen from the selection criteria, you have to enter this material quantity in the column for the plant that is to issue the material quantity. In this case, you can only plan stock transfers that apply to the calendar day that is specified in the planned date.

When you have chosen a plant from the selection criteria, you have to enter this material quantity in the column for the calendar date on which this plant issues the material quantity. In this case, you can plan stock transfers for those days of the week that are within the planend date and for days of the following week.


5.6 Raw Material Plan Balance Sheet

Use

You use the Raw Material Plan Balance Sheet transaction to determine the raw materials and their quantities that you require in future for a plant from a plant group (material requirement).



You need the results for further planning in the Material Requirements transaction under Dairy PlanningProduction Planning and for route planning in the raw material planning.

Prerequisites

If the opening stock plan contains the material quantity, the system transfers the material quantity from the Opening Stock Planning transaction under Dairy Planning Raw Material Planning . Otherwise, the system transfers the material quantity from the closing stock of the previous day.

Activities

Call the Raw Material Plan Balance Sheet transaction under Dairy Planning Raw Material Planning .

5.6.1 Using the Raw Material Balance Sheet

Context

You use the raw material plan balance sheet in SAP Dairy Management by msg to determine for each calendar day which material quantities are calculated as the balance sheet, based on the planned raw material quantities and production quantities, and whether the material quantity is sufficient for the requirement.

The material quantities of the planned raw material quantities and production quantities are calculated from the Opening Stock Planning, Detailed Planning Routes, Detailed Planning Purchase/Sale/Stock Transfer, Detailed Planning Requirement/By-Product Generation/Replacement and the by-product generation and the requirement that result from the production planning.

General Information

In the header area of the Raw Material Balance Sheet screen, you see the title line with the path of the transaction and under this the Display pushbutton. You can either choose the pushbutton directly or, alternatively, use the following keyboard shortcuts CTRL+4.

When you execute the Raw Material Balance Sheet transaction, the system initially does not display any data in the overview table.

Selection Criteria of Raw Material Balance Sheet Transaction

You can use the following selection criteria in the Raw Material Plan Balance Sheet transaction:

● Plant Group● Plant● Cross-Plant (checkbox)● Material with Area and Group● Planning Period Start


● Planning Period End● Ingredient Type● UoM (display only)● Take Replacement into Account● Allocation By-Product Generation/Requirement

In addition to the selection criteria, you can choose between the views Day View or Weekly View.


You have to select a plant group, for which the system creates a raw material balance sheet, for displaying a raw material balance sheet. In the Plant selection criterion, only plants of this plant group are valid.


You can create a raw material balance sheet for each plant individually. You can only switch to a plant that belongs to the selected plant group. If you do not specify the Plant selection criterion, the system creates a raw material balance sheet for each plant of the selected plant group.

Selection Criterion Cross-Plant

You use this to control whether the system displays the balance sheet as a plant group and whether the material quantities of individual balance sheet types result from all plants of the plant group such as the opening stock, for example.




The system creates a raw material balance sheet for the first calendar week that includes the date specified under Planning Period Start.

Selection Criterion Planning Period End

The system creates a raw material balance sheet for the calendar week (inclusive) that includes the date specified under Planning Period End.

Selection Criterion Ingredient Type

When you choose the Quantity entry in this selection criterion, the system creates the raw material balance sheet and its totals related to the absolute material quantity of the specified raw material. If you choose a different entry, you specify an ingredient type for which the system calculates the absolute quantities on the basis of the corresponding material quantity of the raw material.

Selection Criterion Take Replacement into Account

If you cover the requirement by using a replacement material, you can create the raw material balance sheet either by using the material quantities of the original raw material or by using the material quantity that results from the calculation of the material quantity of the replacement material based on the original raw material. To do so, choose Take Replacement into Account.

Selection Criterion Allocation By-Product Generation/Requirement

In the case of the by-product generation of a material, which is required on the same day as the requirement, you can either create the raw material balance sheet by using both material quantities or by using the material



quantity that results from the calculation of requirement minus the by-product generation. The system displays this result in the requirement. If the requirement consumes the entire by-product generation, the system no longer displays the by-product generation. If the by-product generation is higher than the requirement, the system does no longer displays the requirement.

Selection Criterion Allocation View


● Day ViewIn theDay View view, the system displays material quantities for individual calendar days.

● Weekly ViewIn the Weekly View view, the system displays material quantities for individual calendar weeks. You can use this to control the planned material quantities related to one calendar week.

Procedure

You display data as follows:1. Adjust the selection criteria.

NoteYou have to choose a Plant Group. Depending on the plant group data, the system presets the Area and the Group. The system presets the Planning Period Start with the first day of the calendar week in which the current date occurs. The system presets the Planning Period End with the last day of the last calendar week to be displayed. The system determines the number of calendar weeks to be displayed from the Material Grouping for the selected material group. The Ingredient Type is preset with quantity. The Allocation By-Product Generation/Requirement selection criterion is selected. The Day View view is selected. For more information on the selection criteria, see Selection Criteria of Raw Material Balance Sheet Transaction.




5.7 Opening Stock Planning

Use

You use the Opening Stock Planning transaction to define the opening stock of a material for a calendary day for the daily production start. The opening stock can be distributed among several work centers. The system transfers the material quantities as opening stock in the Raw Material Plan Balance Sheet transaction under

Dairy Planning Raw Material Planning .


Prerequisites

If you want also want to specify the portions of the ingredient types for a material, the BOM must be defined for the respective material.

Activities

Call the Opening Stock Planning transaction under Dairy Planning Raw Material Planning .

5.7.1 Editing Opening Stock Planning

Prerequisites

If you want also want to specify the portions of the ingredient types for a material, the BOM must be defined for the respective material.

Context

You use the Opening Stock Planning of SAP Dairy Management by msg to plan the material quantities for the daily start of operation for each calendar day, material and work center. If you do not plan opening stock, the system uses the closing stock of the previous calendar day as the opening stock for the current calendar day in raw material plan balance sheet.

General Information

In the header area of the Opening Stock Planning screen, you see the title line with the path of the transaction and under this the pushbuttons Save, Cancel, Edit and Display. You can either choose the pushbuttons directly or, alternatively, use the following keyboard shortcuts:


When you execute the Opening Stock Planning transaction, the system initially does not display any data in the overview table and detail tables.



NoteThe selection criteria for plant, material and planning period start contain default values. For more information on the selection criteria, see Selection Criteria of Opening Stock Planning Transaction.








NoteThe selection criteria for plant, material and planning period start contain default values. For more information on the selection criteria, see Selection Criteria of Opening Stock Planning Transaction.



3. The system displays the data according to your selection criteria and activates the pushbuttons Add, and Delete in the Details, Material <Number>, Material <Name> detail table. The system is in editing mode.

4. You can perform one of the following actions:○ Edit Opening Stock○ Add Opening Stock○ Delete Opening Stock


Selection Criteria of Opening Stock Planning Transaction

You can use the following selection criteria in the Opening Stock Planning transaction:

● Plant● Material with Area and Group● Planning Period Start


Using the selection criterion you determine for which plant the opening stock plan is valid. The system defaults the plant with the value from the user parameter /MFX/PLANT or with the first plant. You can use a value help to select a plant, or enter the plant directly.

NoteWhen you enter a plant in any transaction, the system saves this value in your user parameter /MFX/PLANT and uses it immediately.





The system presets the Planning Period Start with the current date and displays in the overview table plan data for the calendar week that contains the planning period start.

NoteYou can only choose calendar days of the current calendar week or future calendar weeks as the Planning Period Start.

Procedure

Add Opening StockTo plan opening stock, you have to determine selection criteria for opening stock planning. To do so, choose the Plant , the Planning Period Start and, in the case of requirement, the Area and the Group for materials. This way, you restrict materials in the opening stock plan. Afterwards, you determine the material quantity in the opening stock for each individual work center for each calendar day.To add an opening stock, proceed as described below:1. Adjust the values for the selection criteria Plant, Material and Planning Period Start.

NoteFor more information on the selection criteria, see Selection Criteria of Opening Stock Planning Transaction.

2. Choose the Edit pushbutton.You have to activate the editing mode in order to add an opening stock. When you choose the Edit pushbutton, the system switches to the editing mode and activates the pushbuttons Add and Delete in the Details, <Material>, <Name>, <Planning Period Start> detail table.

3. In the overview table, choose the cell that is the intersection of Material and Planning Period Start.4. Choose the Add pushbutton.

The system adds a new line for an opening stock.5. Enter the required values for the opening stock.

You have to select at least one Facility for which you want to specify the opening stock. You can optionally select an Ingredient Type from the selection list and overwrite the default value in the Planned field.

6. Choose the Save pushbutton so that the system saves the opening stock. If the system cannot save the opening stock, it issues a message.

Edit Opening StockYou edit an existing opening stock as described below:1. Adjust the values for the selection criteria Plant, Material and Planning Period Start.


2. Choose the Edit pushbutton.You have to activate the editing mode in order to edit an opening stock. When choosing Edit pushbutton, the system switches to the editing mode.



3. In the overview table, choose the cell that is the intersection of Material and Planning Period Start.4. Change the opening stock in the Details, <Material>, <Name>, <Planning Period Start> detail table.5. Choose the Save pushbutton so that the system saves the opening stock. If the system cannot save the

opening stock, it issues a message.

Delete Opening StockYou delete an existing opening stock as described below:1. Adjust the values for the selection criteria Plant, Material and Planning Period Start.



You have to activate the editing mode in order to delete an opening stock. When you choose the Edit pushbutton, the system switches to the editing mode and activates the pushbuttons Add and Delete in the Details, <Material>, <Name>, <Planning Period Start> detail table.

3. In the overview table, choose the cell that is the intersection of Material and Planning Period Start.4. In the Details, <Material>, <Name>, <Planning Period Start> detail table, choose the line with the opening

stock that you want to delete.5. Choose the Delete pushbutton.

The system deletes the opening stock. Repeat steps 4 and 5 until all requested opening stocks have been deleted.

6. Choose the Save pushbutton so that the system saves the changes. If the system cannot save the opening stock, it issues a message.

5.8 Detailed Planning Purchase/Sale/Stock Transfer

Use

You use the Detailed Planning Purchase/Sale/Stock Transfer transaction to plan the purchase, sale or stock transfer of a material for a plant. You enter the corresponding material quantity for each calendar day by choosing the respective supplier or customer for the planned purchase or sale. For a planned stock transfer, you choose the receiving plant.

Prerequisites

The system maps the raw material quantity of a planned purchase or sale in the raw material balance sheet dependent on your system settings. You have created at least one supplier group or customer group in Customizing under Manage Supplier Groups or Manage Customer Groups and assigned them in Customizing under Assign Supplier Group to Plant or Assign Customer Group to Plant. You find these Customizing activities


under SAP Dairy Management by msg Dairy Planning General Settings . The raw material plan balance sheet lists the material quantities from planned purchases and sales for the respective supplier group or customer group.

In addition, the raw material plan balance sheet also displays planned outbound and inbound stock transfers for the selected plant.

Features

In the Detailed Planning Purchase/Sale/Transfer transaction, you can plan the following plan types:

● Purchase,if you want to buy raw materials (material) for the selected plant,

● Sale,if you want to sell raw materials (material) for the selected plant,

● Stock Transfer,if you want to transfer a material of the selected plant to another plant (receiving plant).

Activities

Call the Detailed Planning Purchase/Sale/Stock Transfer transaction under Dairy Planning Raw Material Planning .

5.8.1 Editing Detailed Planning Purchase/Sale/Stock Transfer

Context

You use Detailed Planning Purchase/Sale/Stock Transfer of SAP Dairy Management by msg to enter which material quantity you want to purchase, sell or transfer for each calendar day. You enter these material quantities in the Details detail table and specify the supplier for purchase, the customer for sale and the receiving plant for stock transfer.

In the Details detail table, you can enter the factor in the Planned field that the system applies to the planned material quantity to calculate the absolute quantity of the selected ingredient type. If you do not adjust the factor, the system uses the default factor.

When releasing a purchase, sale or stock transfer, SAP Dairy Management by msg creates the document on the basis of the entered purchase, sale or stock transfer in SAP Materials Management (MM).

General Information



In the header area of the Detailed Planning Purchase/Sale/Stock Transfer screen, you see the title line with the path of the transaction and under this the pushbuttons Save, Cancel, Edit and Display. You can either choose the pushbuttons directly or, alternatively, use the following keyboard shortcuts:


When you execute the Detailed Planning Purchase/Sale/Stock Transfer transaction, the system initially does not display any data in the overview tables and detail tables.



NoteYou have to choose a Plant and a Planning Period Start. The system presets the Plant with the latest selected plant. The Planning Period Start is preset with the current date. Depending on the selected plant, the system presets the Area and the Group. The Purchase plan type is selected. The Day View view is selected.

NoteIf necessary, you can restrict entries of theDetails detail table according to the status of the corresponding document in SAP Materials Management (MM) or according to the status of the planned purchase/sale/stock transfer in Dairy Planning.

For more information on the selection criteria, see Selection Criteria of Detailed Planning Purchase/Sale/Stock Transfer Transaction

.2. Choose the Display pushbutton.





NoteYou have to choose a Plant and a Planning Period Start. The system presets the Plant with the latest selected plant. The Planning Period Start is preset with the current date. Depending on the selected plant, the system presets the Area and the Group. The Purchase plan type is selected. The Day View view is selected.


NoteIf necessary, you can restrict entries of theDetails detail table according to the status of the corresponding document in SAP Materials Management (MM) or according to the status of the planned purchase/sale/stock transfer in Dairy Planning.


2. Select at least one checkbox in the overview table.3. Choose the Edit pushbutton.


4. The system displays the data according to the selection criteria. When the Orders from Rough-Cut Planning detail table contains data, the system activates the Create Proposal pushbutton. The system activates the pushbutton in the Details detail table. The system is in editing mode.

5. You can execute the following activities in the detailed plan:○ If you have chosen the Purchase plan type, you plan purchases from a supplier.○ If you have chosen the Sale plan type, you plan sales to a customer.○ If you have chosen the Stock Transfer plan type, you plan stock transfers for the selected receiving plant.○ Adjust the factor for calculating the absolute quantity of an ingredient type○ Set the completed flag for the order from rough-cut planning, after having created the detailed planning○ Release purchase/sale/stock transfer so that the system can create the corresponding document in SAP

Material Management (MM)○ Reverse purchase/sale/stock transfer○ Delete purchase/sale/stock transfer

NoteYou can use the Create Proposal pushbutton the Orders from Rough-Cut Planning screen area. This way, the system creates a proposal for the creation of the detailed planning based on the material quantity from rough-cut planning.


Selection Criteria of the Detailed Planning Purchase/Sale/Stock Transfer Transaction

You can use the following selection criteria in the Detailed Planning Purchase/Sale/Stock Transfer transaction:

● Plant● Area and Group● Planning Period Start● SAP MM (Status)● Dairy Planning (Status)

In addition to the selection criteria, you can choose between the views Day View or Weekly View. Note that you can only edit the detailed plan in the Day View view. You use the Weekly View view to display the material quantity for each calendar week.



You use the Plan Type to control whether you use the Detailed Planning Purchase/Sales/Stock Transfer transaction to plan a purchase, sale or stock transfer.


The system presets the Plant with the latest selected plant. You can choose a different plant. The Plant selection criterion must be specified.




The system presets Planning Period Start with the current date. You can choose another planning period start that must not be in the past.

Selection Criterion Plan Type

With these selection criteria, you can control whether you use the Detailed Planning Purchase/Sale/Stock Transfer transaction to plan a purchase, sale or stock transfer. The system selects Purchase by default.



● Day ViewIn the Day View view, you manage material quantities for individual calendar days to enter planned material quantities.

● Weekly ViewIn the Weekly View view, the system displays material quantities for individual calendar weeks. You can use this to control the planned material quantities related to one calendar week.

Selection Criterion Status

You can use the list field inSAP MM to filter entries in the Details detail table according to the status of the corresponding document in SAP MM. If you do not select an entry from the list field, the system cannot filter the result according to list field entries.

You can use the Dairy Planning list field to filter entries in the Details detail table according to the status of the entry in raw material planning. If you do not select an entry from the list field, the system cannot filter the result according to list field entries.

Procedure

You plan purchases, sales or stock transfers for the selected calendar day as described below:1. Select the Day View radio button in the View detail area of the selection criteria.

When you open Detailed Planning Purchase/Sale/Stock Transfer, the Day View radio button is already selected.

2. Adjust the values for the selection criteria Plant, Material and Planning Period Start.



3. Choose the corresponding Plan Type. This way you control whether you use the Detailed Planning Purchase/Sale/Stock Transfer transaction to plan purchases, sales or stock transfers.

4. Detailed planning is done on the basis of existing orders from rough-cut planning. To do so, you have to choose at least one calendar day for which orders exist from rough-cut planning in the overview table. Activate the relevant checkbox. If you then switch to editing mode the system displays these orders from rough-cut planning in the detail table.

NoteMaterial quantities are specified in the overview table that originate from orders from rough-cut planning. When open orders from rough-cut planning exist on a day, the system displays this entry in colors in the overview table.

NoteYou can update the overview table to display material quantities to which new orders from rough-cut planning have been added since the last time you opened the Detailed Planning Purchase/Sale/Stock Transfer transaction. To do so, choose the Update pushbutton.


You have to activate the editing mode in order to enter the material quantity. Note that the overview table and the Update pushbutton are locked in the editing mode.

6. Choose the Add pushbutton to enter a new entry.

The Details detail table is divided into the following table areas:

○ Quantity○ Partner○ Transport○ Ingredient Type○ Change Data (display only)

In the Quantity table area, note the following when creating an entry:

To create a new entry, you have to specify the Material, the Date, the Requirement Quantity and the Document Type.

NoteWhen you release a document after saving it, the system copies the requirement quantity and the current date to the fields Release Requirement Quantity and Release Date. If the quantity is changed in SAP Materials Management (MM), you are still able to trace the original value in Dairy Planning.

In the Partner table area, note the following when creating an entry:

○ When entering a purchase, you can specify the supplier from which you buy the material in the Partner Number field in the Partner table area. You can optionally enter the Ripening Age of the material in weeks.



Note

If the ripening age is specified for the selected supplier in the Ripening transaction under Dairy Cross Functions Master Data , the system displays this in the Ripening Age of the material for the purchase.

○ When entering a sale, you can specify the customer to which you sell the material in the Partner Number of the Partner table area. You can optionally enter the Ripening Age of the material in weeks.

○ When entering a stock transfer; you can specify the plant in the Receiving Plant field in the Partner table area that receives the material quantity from the plant selected in the Plant selection criterion. You can optionally enter the Ripening Age of the material in weeks.

In the Transport table area, note the following when creating an entry:

○ When entering a purchase or sale, you can specify the forwarding agent that is responsible for the transport in the Forwarding Agent field in the Transport table area. You can also optionally add a Comment.

○ When entering a stock transfer, you can specify the forwarding agent that is responsible for the transport in the Transport table area in the Forwarding Agent field. Specify the time at which the forwarding agent loads the transport vehicle in the fields Loading Date and Loading Time Specify the time at which the forwarding agent unloads the transport vehicle in the fields Delivery Date and Delivery Time You can also optionally add a Comment.

In the Ingredient Type table area, note the following when creating an entry:

The system displays the defaulted factor of the selected ingredient type in the Default field. You need to specify the respective factor in the Planned field for the system to calculate the absolute quantity of the selected ingredient type. The quantity unit for the absolute quantity of the selected ingredient type is the same quantity unit as that for the requirement quantity.

The Change Data table area contains information about the person who created the entry and the person who made the last changes to the entry with the corresponding time stamps.

NoteWhen this new detailed planning matches an order from rough-cut planning and provided that you did not choose the Calculate Proposal pushbutton, the order quantity of the corresponding rough-cut planning is reduced. Detailed planning matches an order from rough-cut planning if material and partner match. After detailed planning, you may set existing remaining orders from rough-cut planning to 0 by setting the completed flag for this order.

7. Choose the Save pushbutton.8. Once the system has saved the changes, you can release the purchase, sale or stock transfer. Since the

system is in display mode after saving, you have to switch to the editing mode. Choose the Edit pushbutton. In the Details detail table, select the entry you wish to release. Afterwards, choose the Release pushbutton. Choose the Release All pushbutton to release all entries from the detail table.

9. You can reverse an already released purchase, sale and stock transfer. These have the Release entry in the Status Dairy Planning field. In the Details detail table, select the entry you wish to reverse. Afterwards, choose the Reverse pushbutton.

10. You can delete entered but not yet released purchases, sales or stock transfers. In the Details detail table, select the entry you wish to delete. Afterwards, choose the Delete pushbutton.


NoteThe documents that have the entry “Transfer from SAP MM” in the Status Dairy Planning field are read-only. These are created when a purchasing document is created in SAP Materials Management (MM) such as a purchase requistion or a purchase order.

5.9 Detailed Planning Routes

Use

You use the Detailed Planning Routes transaction to enter future raw material deliveries for a plant. This enables you to plan future quantities of own milk that are delivered by the routes to the selected default plant.

Moreover, you can also plan or repost route redirections of future raw material deliveries to a receiving plant that deviates from the default plant.

Prerequisites

The system displays the raw material plan quantities of a route planning as own milk in the Raw Material Plan Balance Sheet transaction under Dairy Planning Raw Material Planning

Features

In the Detailed Planning Routes transaction, you can carry out planning for each calendar day in the future, based on historical route data, if necessary, in the following views:

● Route PlanningYou plan the raw material quantities (usually raw milk) that are delivered by the routes to the selected default plant.

● Route RedirectionYou plan the quantities that you deliver to a receiving plant that is not the default plant.

● Plant Inbound DeliveryYou post the quantities of redirected routes to a selected receiving plant. The system transfers the planned quantities that have been changed due to redirection for the default and receiving plants to the raw material plan balance sheet. If you have not redirected routes, the Plant Inbound Delivery view corresponds to the Route Planning view.



Activities

Call the Detailed Planning Routes transaction under Dairy Planning Raw Material Planning .

5.9.1 Editing Detailed Planning Routes

Context

You use the Detailed Planning Routes transaction to plan future raw material deliveries for a plant. This enables you to plan the future material quantities that are delivered by the routes to the selected default plant. Moreover, you can also plan route redirections of future raw material deliveries to a receiving plant that deviates from the default plant.

General Information

In the header area of the Detailed Planning Routes screen, you see the title line with the path of the transaction and under this the pushbuttons Save, Cancel, Edit and Display. You can either choose the pushbuttons directly or, alternatively, use the following keyboard shortcuts:


When you execute the Detailed Planning Routes transaction, the system initially does not display any data in the detail tables.


1. Choose the requested view. You can choose between the following views:1. Route Planning2. Route Redirection3. Plant Inbound Delivery

NoteThe available selection criteria depend on the selected view.


NoteFor more information on the selection criteria, see Selection Criteria of Detailed Planning Routes Transaction.






1. Choose the requested view. You can choose between the following views:1. Route Planning2. Route Redirection3. Plant Inbound Delivery

NoteThe available selection criteria depend on the selected view. If you select the Route Planning or Route Redirection views, you can edit data. The Plant Inbound Delivery view is only used for displaying data.





The system switches to the editing mode.4. The system displays the data according to the selection criteria. Depending on the selected view, you can plan

quantities for routes or route redirections.

NoteDepending on the planning period start, you can enter data for the current calendar week and future calendar weeks. The system displays data of the current calendar week as historical data.


Selection Criteria Detailed Planning Routes Transaction

You can use the following selection criteria in the Detailed Planning Routes transaction:

● View● Default Plant● Receiving Plant (only Route Redirection and Plant Inbound Delivery views)● Material with Area and Group● Planning Period Start ● Route Group



● Route Planning



In the Route Planning view, you plan the quantity of raw materials (usually raw milk) that routes deliver to the selected default plant. If historical route data exists in the system, you can use this for planning. Depending on the planning period start, you can plan quantities for the current day and future periods.

● Route RedirectionYou plan route redirections in the Route Redirections view. Redirected routes supply the receiving plant instead of the default plant.

● Plant Inbound DeliveryIn the Plant Inbound Delivery view, you can see quantities from the route planning and from the route redirections. If you have not redirected routes, the Plant Inbound Delivery view corresponds to the Route Planning view.

Selection Criterion Default Plant

If no redirection has been entered in the system, the default plant is the plant that is delivered by the route. The system presets the Default Plant for the Route Planning view with the value from the user parameter /MFX/PLANT or with the first plant. For the views Route Redirection and Plant Inbound Delivery, the system does not preset the value. You can use a value help to select a default plant, or enter the default plant directly.


Selection Criterion Receiving Plant (only Route Redirections and Plant Inbound Delivery views)

If a redirection has been entered in the system, the receiving plant instead of the default plant is delivered by a route. The system presets the receiving plant for the Route Redirection and Plant Inbound Delivery views with the value from the user parameter /MFX/PLANT or with the first plant.



If you have selected an individual material, the overview table contains the following lines after the totals line:

● Changes Previous Week (%) - Previous YearThe system displays the change of the total for each calendar week to the previous week in percentage. In this case, the system takes into account routes with intervals that last several days. If necessary, the system displays a positive change even if the total of a calendar week can decrease compared with the previous week. Note that the periods between column headers for these lines refer to the respective calendar week of the previous year.

● Changes Previous Week (%) - Actual/Plan○ Usage as display:

If you change the plan values of routes, for example, the system determines the percentage change to the previous week.

○ Usage as planning:If you select all the routes or individual routes, you can specify the planned percentage change manually and adopt this entry by using the Assume Planned Quantity with Forecast pushbutton.

Note that the periods between column headers for these lines refer to the respective calendar week of the displayed year.In the Planned Quantities table area, the system calculates changes if planned quantities exist. You can also specify the Changes to Previous Week (%) - Actual / Plan to automatically calculate planned quantities.



The system presets the planning period start with the first date of the next calendar week.

Selection Criterion Route Groups

You can use the Route Groups selection criterion to additionally restrict the display of routes for all views (Route Planning, Route Redirection andPlant Inbound Delivery).

Procedure

Editing Route PlanningIn the Route Planning view, you plan which route, on which day and with which quantity of a material supplies a plant. If historical route data is available in SAP Dairy Management by msg, you can use this data for planning.You plan the quantity for a route without historical route data as follows:1. Choose the Route Planning view.

This is the default setting when you start the Detailed Planning Routes transaction.2. Adjust the values for the selection criteria Default Plant, Material, Planning Period Start and Route Group.


3. Choose the Edit pushbutton.You have to activate the editing mode in order to edit a planned quantity. When you choose the Edit pushbutton, the system switches to the editing mode and activates the entry for future calendar weeks in the main table. In the Planned Quantity table area of the Detail View Individual Days, Route <Route Number>, Material <Material Number>, <Material Name> detail table, the system activates the entry as of the planning period start that you specified in the selection criteria; however, no sooner than the current date.

4. In the main table, select the route for which you would like to edit a planned quantity.5. In the main table, select the future calendar weeks for which you want to adopt the planned quantities.

NoteIf you choose the column heading of the checkboxes underneath the <CW>/Year> column, the system selects all the routes for the calendar week.

6. Adopt the Planned Quantity / Day using the Copy Planned Quantity pushbutton.When you choose the Copy Planned Quantity pushbutton, the system adopts the Planned Quantity / Day for the selected calendar weeks and distributes this over the days of the week. You determine how the system performs distribution for each route in the routes transaction under Dairy Cross Functions Master Data .When you choose the Assume Planned Quantity with Forecast pushbutton, the system takes into account the change to the previous week when calculating the planned quantity. You can enter a value for future calendar weeks in the line Changes to Previous Week (%) - Actual / Plan. When you choose a material in the selection criteria, the system displays the lines Changes Previous Week (%) - Previous Year and Changes to Previous Week (%) - Actual / Plan in the main table.

7. Enter a new planned quantity or edit an existing planned quantity. Complete your entry by clicking on the ENTER key. In the main table, you can edit a planned quantity for the entire calendar week and a planned



quantity for one day in the planned quantity table area in the Detail View Individual Days, Route <Route Number>, Material <Material Number>, <Material Name>.

NoteWhen you enter a planned quantity for an entire calendar week, the system distributes the planned quantity over the individual days of the week. You determine how the system performs distribution for each route in the Routes transaction under Dairy Cross Functions Master Data .

NoteYou can lock individual quantities. The system displays locked quantities only in the Route Planning view. You lock or unlock planned quantities by selecting or deselecting the corresponding checkbox. Note that you can only lock routes that are not redirected. The system highlights locked quantities both in the detail view and in the main table in color.

8. The system updates planned quantities in the table area Planned Quantities, line <CW/Year>, columnTotal.9. Choose the Save pushbutton so that the system saves the planned quantities. If the system cannot save the

changes it issues a message.

You plan the quantity for a route with historical route data as follows:1. Choose the Route Planning view.

This is the default setting when you start the Detailed Planning Routes transaction.2. Adjust the values for the selection criteria Default Plant, Material, Planning Period Start and Route Group.


3. Choose the Edit pushbutton.You have to activate the editing mode in order to edit a planned quantity. When you choose the Edit pushbutton, the system switches to the editing mode and activates in the main table:○ entry for future calendar weeks○ the pushbuttons Select Historical Data, Deselect Historical Data, Adjust Planning Factor, Copy Planned

Quantity and Assume Planned Quantity with ForecastIn the Planned Quantity table area of the Detail View Individual Days, Route <Route Number>, Material <Material Number>, <Material Name> detail table, the system activates the entry as of the planning period start that you specified in the selection criteria; however, no sooner than the current date.

4. In the main table, select the historical route data that the system uses as basis to determine the planned quantities for future calendar weeks.

NoteWhen you choose the Select Historical Data pushbutton, the system selects all the historical route data in the main table. When you choose the Deselect Historical Data pushbutton, the system deselects all the historical route data in the main table.

5. In the Proposal / Day column of the main table, the system displays the planned quantity that the system determined based on the historical route data.

6. Edit the Planning Factor to adjust the calculated planned quantity. This step is optional.


NoteThe Planned Quantity / Day is the result of Proposal / Day and Planning Factor. If you choose the Adjust Planning Factor pushbutton, you can change all values of the Planning Factor column by an absolute value.

NoteSpecify the planning factor for a route in the master data. To do so, use the Routes transaction under

Dairy Cross Functions Master Data .

7. In the main table, select the future calendar weeks for which you want to adopt the planned quantities.

NoteWhen you choose the column heading of the checkboxes underneath the <CW>/Year> column, the system selects all the routes for the calendar week.

8. You adopt planned quantities by using the pushbuttons Copy Planned Quantity or Assume Planned Quantity with Forecast.When you choose the Copy Planned Quantity pushbutton, the system adopts the Planned Quantity / Day for the selected calendar weeks and distributes this over the days of the week. You determine how the system performs distribution for each route in the Routes transaction under Dairy Cross Functions Master Data .When you choose the Assume Planned Quantity with Forecast pushbutton, the system takes into account the change to the previous week when calculating the Planned Quantity. You can enter a value for future calendar weeks in the line Changes to Previous Week (%) - Actual / Plan. When you choose a material in the selection criteria, the system displays the lines Changes Previous Week (%) - Previous Year and Changes to Previous Week (%) - Actual / Plan in the main table.

9. In the planned quantities table area, adjust the planned quantities for a day in the Detail View Individual Days, Route <Route Number>, Material <Material Number>, <Material Name> detail table. Complete your entry by clicking on the ENTER key. The system updates planned quantities in the table area Planned Quantities, line <CW/Year>, columnTotal.

NoteYou can lock individual quantities. The system displays locked quantities only in the Route Planning view. You lock or unlock planned quantities by selecting or deselecting the corresponding checkbox. Note that you can only lock routes that are not redirected. The system highlights locked quantities both in the detail view and in the main table in color.

10. Choose the Save pushbutton so that the system saves the planned quantities. If the system cannot save the changes it issues a message.

Plant Inbound DeliveryThe Plant Inbound Delivery view displays an overview of the routes for the raw material deliveries to the selected receiving plant (both default deliveries and reposted raw material deliveries).When you choose a line in the main table, the system displays the planned quantities for each day and the total for each calendar week. in the Detail View Individual Days, Route <Route Number>, Material <Material Number>, <Material Name> detail table.If you have not redirected routes, the Plant Inbound Delivery view corresponds to the Route Planning view.Plan Route Redirections



If you choose the Route Redirections view, you can plan route redirections of future raw material deliveries to a receiving plant that deviates from the default plant.If released rough-cut planning data exists for the selected period, the system displays these planned quantities from rough-cut planning for the selected material in the Rough-Cut Planning Route Redirections detail table. The system selects the days for which rough-cut planning data exists for the selected materials in the Detailed Planning Route Redirections detail table.If you plan route redirections with redirection quantities in the Detailed Planning Route Redirections detail table and if this data matches the data from rough-cut planning such as home plant, material and calendar day, the system reduces the displayed rough-cut planning quantity. When saving the data, the system also transfers the reduced rough-cut planning quantity into the rough-cut planning.When you cannot plan rough-cut planning quantities exactly, you flag an order as Completed. During saving, the system sets the rough-cut planning quantities of all orders that have been flagged as completed to 0.You plan a route redirection as follows:1. Choose the Route Redirection view.2. Adjust the values for the selection criteria Receiving Plant, Material, Planning Period Start and Default Plant.


3. Choose the Edit pushbutton.4. Create a proposal for distribution using data from rough-cut planning. This step is optional.

If you planned redirections for the selected receiving plant in the Rough-Cut Planning Route Redirections transaction under Dairy Planning Raw Material Planning , the system displays the planned redirections in the Rough-Cut Planning Route Redirections detail table. Choose the Distribution Proposal pushbutton for the system to create a proposal for the planned quantities of the route redirections from the rough-cut planning with the available routes. If the system can successfully create a proposal, it selects the Completed checkbox. If the system cannot save the proposal, it issues a message.

NoteThe system creates a proposal for the route redirection as follows:

The Detailed Planning Route Redirections detail table contains the Priority Redirection field. The system sorts multiple entries in ascending order according to the Priority Redirection field. You determine new routes and their priority for redirection in the Routes transaction under Dairy Cross Functions Master Data .

When you choose the Distribution Proposal pushbutton in the Rough-Cut Planning Route Redirections detail table, the system creates a proposal for all the displayed orders in the Detailed Planning Route Redirections detail table. You can adjust the created proposals. The system creates a proposal by applying the following rules:

1. The systems plans as many routes for redirection as necessary so that the redirection quantity is at least 90% but no more than 110% of the rough-cut planning quantity. If this cannot be done, the system plans routes with a redirection quantity that is less than 90% of the rough-cut planning quantity and issues a warning message.

2. If the system determines several options for redirecting 90% to 100% of the rough-cut planning quantity, it will use the variant with the highest redirection quantity. The system sets the indicator in the Completed field.


3. If the system determines only options for redirecting 100% to 110% of the rough-cut planning quantity, it will use the variant with the lowest redirection quantity. The system sets the indicator in the Completed field.

5. In the Detailed Planning Route Redirection detail table, choose the days and routes that you want to redirect to the receiving plant.

NoteIf you already created a distribution by using the Distribution Proposal pushbutton, the corresponding routes are already selected.

Note

If you set the Redirection Not Possible indicator for a route in the Routes transaction under Dairy Cross Functions Master Data , the system does not display this route.

6. Choose the Redirect pushbutton in the Detailed Planning Routes Redirections detail table for the system to make the planned redirection quantities. If route redirections exist from the rough-cut planning, the system updates theQuantity Fulfilled field.

7. Choose the Save pushbutton so that the system adopts the planning for the route redirection. If the system cannot save the changes it issues a message.

5.10 Detailed Planning Requirement/By-Product Generation/Replacement

Use

You use the Detailed Planning Requirement/By-Product Generation/Replacement transaction to perform detailed planning of the requirement, by-product generation and replacement. The system displays the values for requirement and by-product generation from production planning. You can adjust these values or plan additional requirement and by-product generation.

The system displays all the materials defined as replacement materials in the plant in the Control Replacement detail table. If you created a replacement material for a material, the system displays the material to be replaced in the Control Replacement detail table.

Prerequisites

You flag the material as a replacement material by choosing a production version in the Enhancement Material Master transaction.



Activities

Call the Detailed Planning Requirement/By-Product Generation/Replacement transaction under Dairy PlanningRaw Material Planning .

5.10.1 Editing Detailed Planning Requirement/By-Product Generation/Replacement

Prerequisites

If you have planned requirement and/or by-product generation using the transactions in production planning, the system displays these quantities in the Control Requirement/By-Product Generation detail table.

If you created a replacement material for a material in the Enhancement Material Master transaction under Dairy Cross Functions Master Data , the system displays the materials to be replaced in the Management

Replacement detail table.

Context

You use the Detailed Planning Requirement/By-Product Generation/Replacement transaction to perform detailed planning of the requirement, by-product generation and replacement.

In the Control Requirement/By-Product Generation detail table, the system displays values for requirement and by-product generation from production planning. You can adjust these values or plan additional requirement and by-product generation. If you adjust the requirement or by-product generation from production planning, the system displays the adjusted quantities broken down by storage location/sales promotion/customer in the Raw Material Plan Balance Sheet under Dairy Planning Raw Material Planning .

The system displays all the materials defined as replacement materials in the plant in the Management Replacement detail table. If you created a replacement material for a material, the system displays the material to be replaced in the Management Replacement detail table.

A replacement is the result of a stock transfer, purchase or sale of replacement materials that you plan in the following transactions under Dairy Planning Raw Material Planning :

● Rough-Cut Planning Purchase/Sale● Rough-Cut Planning Stock Transfers● Rough-Cut Planning Purchase/Sale/Stock Transfer

General Information

In the header area of the Detailed Planning Requirement/By-Product Generation/Replacement screen, you see the title line with the path of the transaction and under this the pushbuttons Save, Cancel, Edit and Display. You can either choose the pushbuttons directly or, alternatively, use the following keyboard shortcuts:

● Pushbutton Save - CTRL+1


● Pushbutton Cancel - CTRL+2● Pushbutton Edit - CTRL+3● Pushbutton Display - CTRL+4

When you execute the Detailed Planning Requirement/By-Product Generation/Replacement transaction, the system initially does not display any data in the detail tables.



NoteThe selection criteria for Plant, Material and Planning Period Start are preset. By default, the Day View view is selected. For more information on the selection criteria, see Selection Criteria of Detailed Planning Requirement/By-Product Generation/Replacement Transaction.






NoteThe selection criteria for Plant, Material and Planning Period Start are preset. By default, the Day View view is selected. For more information on the selection criteria, see Selection Criteria of Detailed Planning Requirement/By-Product Generation/Replacement Transaction.



3. The system displays data according to the selection criteria and is in editing mode. It activates:1. in the Control Requirement/By-Product Generation detail table, the entry for the lines Dairy Production

Planning - Adjusted and Dairy Raw Material Planning - Supplementary.2. in the Control Replacement detail table, the entry for the Replacement for Control line.

NoteYou can only enter values for the current or a future date.

4. You can perform one of the following actions:○ Adjust quantities for existing requirement/by-product generation○ Add additional quantities for requirement/by-product generation○ Adjust quantities for replacement of a material




Selection Criteria of Detailed Planning Requirement/By-Product Generation/Replacement Transaction

You can use the following selection criteria in the Detailed Planning Requirement/By-Product Generation/Replacement transaction:

● Plant● Material with Area and Group● Planning Period Start● View


Using the selection criterion you determine for which plant the detailed planning is valid. The system defaults the plant with the value from the user parameter /MFX/PLANT or with the first plant. You can use a value help to select a plant, or enter the plant directly.





The system presets the planning period start with the current date and displays in the detail tables plan data starting with the calendar week that contains the planning period start.



● Day ViewIn the Day View view, the system displays data for requirement, by-product generation, replacement and substitute for each day starting with the calendar week that contains the planning period start. For each calendar week, the system adds the day values and displays them in the Total <CW> / <Year>. The system highlights the totals values in colors. You can edit data in this view.

● Weekly ViewIn the Weekly View view, the system displays data for requirement, by-product generation, replacement and substitute for each week starting with the calendar week that contains the planning period start. The system adds the week values for all displayed calendar week and displays them in the total column. The system highlights the totals values in colors. In this view, the system only displays data. You cannot edit data.

Procedure

Adjust quantities for existing requirement and/or by-product generationTo adjust quantities for an existing requirement and/or by-product generation for a particular material, you use the selection criteria to determine the materials to be displayed. You can restrict the display to one material.


Quantities for an existing requirement and/or by-product generation are adjusted as described below:1. Adjust the values for the selection criteria Plant, Material, Planning Period Start and View.

NoteFor more information on the selection criteria, see Selection Criteria of Detailed Planning Requirement/By-Product Generation/Replacement Transaction.

If you choose the Day View view, you can adjust a requirement or by-product generation for each day individually.If you choose the Weekly View view, the system only displays data. You cannot edit data.

2. Choose the Edit pushbutton.You have to activate the editing mode to adjust a requirement or by-product generation. When you choose the Edit pushbutton, the system switches to the editing mode and activates the entry for the line Dairy Production Planning – Adjustedin the Control Requirement/By-Product Generation detail table.

3. In the Control Requirement/By-Product Generation detail table, extend the display for requirement and /or by-product generation for the system to display all materials that match the selection criteria. Choose the triangle icon on the left-hand side of Requirement and/or By-Product Generation.

4. Extend the display for the material to be adjusted, so that the system displays the Dairy Production Planning - Adjusted line. Select the triangle icon on the left-hand side of <Material Number> <Material Name>.The system displays the following lines:1. Dairy Production Planning - Current2. Dairy Production Planning - Previously3. Dairy Production Planning - Adjusted4. Dairy Raw Material Planning - Supplementary

5. In the Dairy Production Planning – Adjusted line, specify the adjusted requirement and/or by-product generation. Complete your entry by clicking on the ENTER key.The system updates:1. the day value in the <Material Number> <Material Name> line, column <Day>2. the totalized day value of all displayed materials in the line Requirement and/or By-Product Generation,

column <Day>3. the totals value of the calendar week for the modified material in Dairy Production Planning - Adjusted,

column Total <CW>/<Year>4. the total amount of the calendar week of all displayed materials in the line Requirement and/or By-

Product Generation, column Total <CW>/<Year>6. Choose the Save pushbutton so that the system saves the changed value. If the system cannot save the

changes it issues a message.The system updates the value with the original value in line Dairy Production Planning - Previously, column <Day>

Adjust additional requirement and/or by-product generationTo edit quantities for an additional requirement and/or by-product generation for a particular material, you use the selection criteria to determine the materials to be displayed. You can restrict the display to one material.Quantities for an additional requirement and/or by-product generation are adjusted as described below:1. Adjust the values for the selection criteria Plant, Material, Planning Period Start and View.




If you choose the Day View view, you can adjust an additional requirement or by-product generation for each day individually.If you choose the Weekly View view, the system only displays data. You cannot edit data.

2. Choose the Edit pushbutton.You have to activate the editing mode to edit an additional requirement or by-product generation. When you choose the Edit pushbutton, the system switches to the editing mode and activates the entry for the line Dairy Production Planning – Adjusted in the Control Requirement/By-Product Generation detail table.

3. In the Control Requirement/By-Product Generation detail table, extend the display for Requirement and/or By-Product Generation for the system to display all materials that match the selection criteria. Choose the triangle icon on the left-hand side of Requirement and/or By-Product Generation.

4. Extend the display for the material to be adjusted, so that the system displays the Dairy Production Planning - Supplementary line. Select the triangle icon on the left-hand side of <Material Number> <Material Name>.The system displays the following lines:1. Dairy Production Planning - Current2. Dairy Production Planning - Previously3. Dairy Production Planning - Adjusted4. Dairy Raw Material Planning - Supplementary

5. In the Dairy Production Planning – Supplementary line, specify the additional requirement and/or by-product generation. Complete your entry by clicking on the ENTER key.The system updates:1. the day value in the <Material Number> <Material Name> line, column <Day>2. the totalized day value of all displayed materials in the line Requirement and/or By-Product Generation,

column <Day>3. the totals value of the calendar week for the modified material in Dairy Production Planning -

Supplementary, column Total <CW>/<Year>4. the total amount of the calendar week of all displayed materials in the line Requirement and/or By-

Product Generation, column Total <CW>/<Year>

The system displays additional requirement in the Raw Material Plan Balance Sheet transaction under Dairy Planning Raw Material Planning in line <Material Number> <Material Name>, column <Day> under node

<Plant Number> <Plant Name> Requirement Additional Requirement .The system displays additional by-product generation in the Raw Material Plan Balance Sheet transaction under Dairy Planning Raw Material Planning in line <Material Number> <Material Name>, column <Day> under node <Plant Number> <Plant Name> By-Product Generation Additional By-Product Generation .

6. Choose the Save pushbutton so that the system saves the changed value. If the system cannot save the changes it issues a message.The system updates the value with the original value in line Dairy Production Planning - Previously, column <Day>

Replacement and Substitute of MaterialsThe Management Replacement detail table is divided into the table area Replacement and Substitute. The system displays the totals of quantities for replacement of a material that you planned in the raw material planning by using purchase, sale or stock transfer in the Replacement from Planning line of the Replacement table area. The


system displays the calculated quantities, which are the result of the replacement of a corresponding material, in the Substitute table area.Quantities for replacement of a material are adjusted as described below:1. Adjust the values for the selection criteria Plant, Material, Planning Period Start and View.



You have to activate the editing mode in order to edit replacement. When you choose the Edit pushbutton, the system switches to the editing mode and activates the entry and activates the entry for the Replacement for Control line in the Replacement table area.

3. Extend the display for the material to be adjusted, so that the system displays the Replacement for Control line. Select the triangle icon on the left-hand side of <Material Number> <Material Name>.

4. In the Replacement for Control line, enter the value for the replacement. Complete your entry by clicking on the ENTER key.

The system updates the Replacement table area:

○ the quantities for the replacement of a material in the <Material Number> <Material Name> line, column <Day>.

○ the week value in the <Material Number> <Material Name> line, column <CW/Year>

The system updates the Substitute table area:

○ the corresponding quantity for the substitute of a material in the <Material Number> <Material Name> line, column <Day>.

○ the week value in the <Material Number> <Material Name> line, column <CW/Year>5. Choose the Save pushbutton so that the system saves the changed value. If the system cannot save the

changes it issues a message.



6 Information System

Use

In the information system, the system displays reports and evaluations based on the planning functions of sales planning, production planning and raw material planning.

Structure

You can use reports and evaluations in the following transactions in the information system of the Dairy Planning module:

● Sales Planning● Daily Planning● Plan/Actual Comparison Sales Promotion Quantities● Planning Stability Production Planning● Production Capacities● Plan/Actual Comparison Route Planning - Weekly View● Plant Overview● Plan/Actual Comparison Route Planning - Daily View● Raw Material Delivery Plans - Route Planning● Raw Material Delivery Plans - Purchase● Raw Material Delivery Plans - Stock Transfer● Delivery Plans - Sale● Delivery Plans - Stock Transfer

Dairy PlanningInformation System C U S T O M E R 65

7 Master Data

Structure

You can use the following transactions in the master data of the Dairy Planning module:

● Plan Management Raw Material Planning [page 66]● Plan Management Production Planning [page 67]● Assign Supplying Plant to Production Plant [page 67]

7.1 Plan Management Raw Material Planning

Use

With Plan Management Raw Material Planning you edit plans that you can use in the rough-cut planning functions. Once the plan has been released, you can use it in the detailed planning functions. You can also copy a plan. Note that there should only be one released plan for a day for each plant.

You can use the following rough-cut planning functions under Dairy Planning Raw Material Planning :

● Rough-Cut Planning Purchase/Sale● Rough-Cut Planning Route Redirections● Rough-Cut Planning Stock Transfers● Rough-Cut Planning Requirements

You can use the following detailed planning functions under Dairy Planning Raw Material Planning :

● Detailed Planning Purchase/Sale/Stock Transfer● Detailed Planning Routes

Activities

Call the Plan Management Raw Material Planning transaction under Dairy Planning Master Data .


Master Data

7.2 Plan Management Production Planning

Use

With Plan Management Production Planning you edit plans that are available in the Long-Term Production Planning transaction under Dairy Planning Production Planning . Once the plan has been released, you can use it in long-term production planning. You can also copy a plan. Note that there should only be one released plan for a day for each plant.

Activities

Call the Plan Management Production Planning transaction under Dairy Planning Master Data .

7.3 Assign Supplying Plant to Production Plant

Use

You use the Assign Supplying Plant to Production Plant transaction to assign a supplying plant to a production plant in order to display the sales data of the supplying plant for the production plant within sales planning.

Activities

Call the Assign Supplying Plant to Production Plant transaction under Dairy Planning Master Data .

Dairy PlanningMaster Data C U S T O M E R 67

8 Environment

Structure

You can use the following transactions in the environment of the Dairy Planning module:

● Assign Ingredient - Reference Material [page 68]● Control Production Version [page 68]● Customer/Material Combination [page 69]● Manage Forwarding Agents [page 69]

8.1 Assign Ingredient - Reference Material

Use

You use the Assign Ingredient - Reference Material transaction to determine reference materials and usage materials for an ingredient type. You can edit the share of the ingredient type in the reference material or usage material in the Ingredient in % column.

Activities

Call the Assign Ingredient - Reference Material under Dairy Planning Environment .

8.2 Control Production Version

Use

You use the Control Production Version transaction for settings, control and assignments for dairy planning. You choose the production version for a material for calculation or planning purposes.

Activities

Call the Control Production Version transaction under Dairy Planning Environment .

68 C U S T O M E RDairy PlanningEnvironment

8.3 Customer/Material Combination

Use

You use the Customer/Material Combination transaction to assign materials to customers. You can only edit these combinations in the Sales Order Planning transaction under Dairy Planning Production Planning .

Prerequisites

To execute the Customer/Material Combination transaction, you must have defaulted materials in the enhanced material master with the categories “MTO” or “MTO+S”.

Activities

Call the Customer/Material Combination transaction under Dairy Planning Environment .

8.4 Manage Forwarding Agents

Use

You use the Manage Forwarding Agents transaction to manage forwarding agents for the selected plant, material and the selected plan type. Depending on the plan type you select, you have to enter supplier, customer and receiving plant:

● Plan type Purchase: Supplier● Plan type Sale: Customer● Plan type Stock Transfer: Receiving plant

Integration

If you create an automatic proposal for the detailed planning in the Detailed Planning Purchase/Sale/Stock Transfer transaction under Dairy Planning Raw Material Planning , the system adopts an existing forwarding agent for the plant, material and the plan type.

Dairy PlanningEnvironment C U S T O M E R 69

Activities

Call the Manage Forwarding Agents transaction under Dairy Planning Environment .

70 C U S T O M E RDairy PlanningEnvironment

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