SCM360 Capacity Planning in ECC

SCM360Capacity Planning in ECC

mySAP Supply Chain Management

Date

Training Center

Instructors

Education Website

Participant HandbookCourse Version: 2006/Q2Course Duration: 5 DaysMaterial Number: 50078805

An SAP course - use it to learn, reference it for work

Copyright

Copyright 2006 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose withoutthe express permission of SAP AG. Additionally this publication and its contents are provided solelyfor your use, this publication and its contents may not be rented, transferred or sold without the expresspermission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary softwarecomponents of other software vendors.

Trademarks

Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server areregistered trademarks of Microsoft Corporation.

IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390,AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation.

ORACLE is a registered trademark of ORACLE Corporation. INFORMIX-OnLine for SAP and INFORMIX Dynamic ServerTM are registered trademarks

of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame,

VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks ofCitrix Systems, Inc.

HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World WideWeb Consortium, Massachusetts Institute of Technology.

JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for

technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP

EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com aretrademarks or registered trademarks of SAP AG in Germany and in several other countries allover the world. All other products mentioned are trademarks or registered trademarks of theirrespective companies.

Disclaimer

THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLYDISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUTLIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULARPURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT,GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. INNO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL,CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDINGWITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROMTHE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS.

About This HandbookThis handbook is intended to complement the instructor-led presentation of thiscourse, and serve as a source of reference. It is not suitable for self-study.

Typographic ConventionsAmerican English is the standard used in this handbook. The following typographicconventions are also used.

Type Style Description

Example text Words or characters that appear on the screen. Theseinclude field names, screen titles, pushbuttons as well asmenu names, paths, and options.

Also used for cross-references to other documentationboth internal (in this documentation) and external (inother locations, such as SAPNet).

Example text Emphasized words or phrases in body text, titles ofgraphics, and tables

EXAMPLE TEXT Names of elements in the system. These include reportnames, program names, transaction codes, table names,and individual key words of a programming language,when surrounded by body text, for example SELECTand INCLUDE.

Example text Screen output. This includes file and directory namesand their paths, messages, names of variables andparameters, and passages of the source text of a program.

Example text Exact user entry. These are words and characters thatyou enter in the system exactly as they appear in thedocumentation.

Variable user entry. Pointed brackets indicate that youreplace these words and characters with appropriateentries.

2006/Q2 2006 SAP AG. All rights reserved. iii

About This Handbook SCM360

Icons in Body TextThe following icons are used in this handbook.

Icon Meaning

For more information, tips, or background

Note or further explanation of previous point

Exception or caution

Procedures

Indicates that the item is displayed in the instructorspresentation.

iv 2006 SAP AG. All rights reserved. 2006/Q2

ContentsCourse Overview ...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Course Goals.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiCourse Objectives .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii

Unit 1: Course Overview..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Course Overview ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

Unit 2: Introduction ... .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5Capacity Planning Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Unit 3: Integration of Capacity Planning ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Process Chain and Sales & Distribution ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Sales and Operations Planning.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Material Requirements Planning, Production Order ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Repetitive Manufacturing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Unit 4: Capacity Evaluation ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Procedure and Standard Overview.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Detailed Capacity List .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Extended Evaluation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Unit 5: Capacity Leveling in Tabular Form ...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Tabular Capacity Planning Table ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Unit 6: Available Capacity ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Maintaining Available Capacities ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Unit 7: Scheduling and Capacity Requirements ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115Overview of Scheduling... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Capacity Reduction... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

Unit 8: Capacity Leveling in Graphical Form ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147Introduction to the Capacity Planning Table.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148Scheduling Strategies.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160

2006/Q2 2006 SAP AG. All rights reserved. v

Contents SCM360

Sequencing ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172Special Functions and Mass Processing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182

Unit 9: Resource Planning ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193Assigning Individual Capacities.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194Dispatching to Individual Capacities .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Unit 10: Customizing Capacity Planning..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215Setting the Detailed Capacity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .217Creating an Overall Profile (Capacity Evaluation) .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224System Settings for the Work Center . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239Creating Formulas ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .251Creating an Overall Profile (Capacity Leveling in Tabular Form) .. . . . . . . . . . . . . . . . . . .262Creating an Overall Profile (Capacity Leveling in Graphic Form) ... . . . . . . . . . . . . . . . .276

Appendix 1: .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .289

vi 2006 SAP AG. All rights reserved. 2006/Q2

Course OverviewParticipants learn detailed information about using capacity planning in conjunctionwith the available capacity.

Target AudienceThis course is intended for the following audiences:

Members of the project team Team leaders and employees of shop floor areas

Course PrerequisitesRequired Knowledge

Knowledge of PPC

Recommended Knowledge

SCM100 Production Planning PLM111 Basic Data (Part 2)

Course GoalsThis course will prepare you to:

Use capacity planning with SAP ECC Use the system settings efficiently in capacity planning

Course ObjectivesAfter completing this course, you will be able to:

Use capacity planning within planning Carry out capacity evaluations Generate available capacities Level capacity requirements and available capacities Use the planning tables and the tools in the machine loading planner Make system settings for capacity evaluations, available capacities, and the

planning tables

2006/Q2 2006 SAP AG. All rights reserved. vii

Course Overview SCM360

SAP Software Component InformationThe information in this course pertains to the following SAP Software Componentsand releases:

ECC 6.0

viii 2006 SAP AG. All rights reserved. 2006/Q2

Unit 1Course Overview

Unit OverviewThis unit provides an overview of the content and structure of this course.

Unit ObjectivesAfter completing this unit, you will be able to:

Describe and classify the course topics.

Unit ContentsLesson: Course Overview ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

2006/Q2 2006 SAP AG. All rights reserved. 1

Unit 1: Course Overview SCM360

Lesson: Course Overview

Lesson OverviewThis lesson provides an overview of the objectives, content, and structure of courseSCM360.

Lesson ObjectivesAfter completing this lesson, you will be able to:

Describe and classify the course topics.

Business ExampleYou are running a manufacturing company and aim to deliver orders received by thedates promised. You therefore want to provide sufficient, but not excessive, availablecapacity at the work centers to cover capacity requirements generated by orders. Youuse capacity planning to, for example, spot overloads in time, to carry out capacityleveling for the requirements dates using the resources available, and to fix thesecapacity requirements.

2 2006 SAP AG. All rights reserved. 2006/Q2

SCM360 Lesson: Course Overview

Lesson Summary

You should now be able to: Describe and classify the course topics.


Unit Summary SCM360

Unit SummaryYou should now be able to: Describe and classify the course topics.


Unit 2Introduction

Unit OverviewThe unit illustrates the main elements of capacity planning.


Integrate capacity planning into the R/3 production planning functions. Understand the components of capacity planning. Display the capacity situation.

Unit ContentsLesson: Capacity Planning Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6


Unit 2: Introduction SCM360

Lesson: Capacity Planning Environment

Lesson OverviewThis lesson provides an overview of Supply Chain Planning, as well as the capacityplanning components and display types.


Integrate capacity planning into the R/3 production planning functions. Understand the components of capacity planning. Display the capacity situation.

Business ExampleYou are running a manufacturing company and want to obtain an overview of capacityplanning. You therefore want to find out about the capacity planning environment,and about available capacity and pegged requirements, in particular.

Figure 1: Supply Chain Planning Overview

Supply Chain Planning is usually broken down into several steps. Differentcomponents can be used to execute these steps.


SCM360 Lesson: Capacity Planning Environment

Demand Planning (used, for example, to derive a future demand program from thepast demand figures) can be executed in Flexible Planning (with the special case ofSOP - Sales and Operations Planning).

Planned independent requirements are maintained in Demand Management.

Sales orders are always created in SAP ECC.

A capacity availability check is not performed with Material Requirements Planning(MRP).

Capacity Planning must be executed separately in a second step.

Production execution, in other words the processing of manufacturing orders, takesplace in Supply Chain Manufacturing.

Figure 2: Capacity Planning Environment

Master data, planned orders and production orders provide data that can be used torepresent available capacities and capacity requirements.

In SAP ECC, master data comprises material masters, routings, and work centers.

The available capacity is a measure of the work that a capacity can perform perworkday.

The capacity requirement is a measure of the work required by the individual ordersat a capacity at a certain point in time.



Scheduling is used to determine the times of the capacity requirements.

In the capacity evaluations, these requirements can be compared with the availablecapacities.

In capacity leveling, capacity shortfalls and overloads can be leveled. You can usealternative suitable resources for processing or you can use the sort criteria to planoptimal loading.

Figure 3: Capacity Planning / Elements

The available capacity represents the capacity available for production at a workcenter or resource.

You can schedule the sequence of operations to determine the times for the capacityrequirements.

To calculate the capacity requirements, the system uses formulas containing the datesand quantities for production requirements.

The capacity evaluation gives you an overview of the load and the productionrequirements.

Capacity leveling allows you to achieve optimal planning and an optimal load.

Capacity reduction occurs when operations are confirmed or order quantities arereduced or cancelled.


SCM360 Lesson: Capacity Planning Environment

Figure 4: Types of Display

Capacity planning uses several display types. It uses evaluation lists, block diagrams,bar charts, line charts and Gantt charts.

You can also use the tabular capacity planning table or the graphical capacity planningtable (also known as the capacity planning table) to carry out simulations.



Lesson Summary

You should now be able to: Integrate capacity planning into the R/3 production planning functions. Understand the components of capacity planning. Display the capacity situation.


SCM360 Unit Summary

Unit SummaryYou should now be able to: Integrate capacity planning into the R/3 production planning functions. Understand the components of capacity planning. Display the capacity situation.


Unit Summary SCM360


SCM360 Test Your Knowledge

Test Your Knowledge

1. Name the main elements of capacity planning.


Test Your Knowledge SCM360

Answers

1. Name the main elements of capacity planning.

Answer: Capacity planning comprises capacity evaluation and capacity leveling.These compare the available capacity against the scheduled requirements. Thecapacity requirements are created on the basis of operation confirmations.


Unit 3Integration of Capacity Planning

Unit OverviewThis unit demonstrates the use of capacity planning is used throughout the processchain.


Describe the planning phases of capacity planning. Utilize the integration of Sales and Distribution with capacity planning. Understand how you can use the Capacity Planning module in Sales and

Operations Planning. Analyze the capacity situation from the stock/requirements list and the

production order. Examine the capacity situation using the planning table in repetitive

manufacturing.

Unit ContentsLesson: Process Chain and Sales & Distribution.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Lesson: Sales and Operations Planning... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Exercise 1: Sales and Operations Planning ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Lesson: Material Requirements Planning, Production Order .. . . . . . . . . . . . . . . . . 28

Exercise 2: Material Requirements Planning, Production Order .. . . . . . . . . 33Lesson: Repetitive Manufacturing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Exercise 3: Repetitive Manufacturing.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43


Unit 3: Integration of Capacity Planning SCM360

Lesson: Process Chain and Sales & Distribution

Lesson OverviewThis lesson deals with capacity planning phases and the integration of SD withcapacity planning.


Describe the planning phases of capacity planning. Utilize the integration of Sales and Distribution with capacity planning.

Business ExampleYou want to be able to monitor the capacity situation at your company from anearly stage, so you already try to establish the capacity commitments when creatinga sales order.

Figure 5: CRP Along the Process Chain

Sales and Operations Planning

No detailed planning involving BOM explosions or routing schedulings Rough-cut scheduling


SCM360 Lesson: Process Chain and Sales & Distribution

Master Production Scheduling

Separate planning run only for master schedule items without further planningof the BOM structure

Rough-cut scheduling and rate-based scheduling

Material Requirements Planning

Planning run with a complete BOM structure planning Rate-based scheduling and detailed scheduling

Shop Floor Control

Conversion of planning data from material requirements planning into concreteproduction orders

Detailed scheduling

Repetitive Manufacturing

For repetitive production of a product that remains the same over a long periodof time

Detailed scheduling

Long-Term Planning

For the simulation of several versions of the production plan



Figure 6: Planning Phases

Scheduling and the calculation of capacity requirements can take place at differentlevels, depending on the application area:

Rough-cut scheduling: using a rough-cut planning profile Rate-based scheduling: using a rate routing Detailed scheduling: using a routing


SCM360 Lesson: Process Chain and Sales & Distribution

Figure 7: Integration: Sales and Distribution (SD)

Once a sales order has been created, the system can automatically generate aproduction order, planned order, or network.

The planning table can be called up directly from these orders in display mode.

Changed data is then copied back to the sales order.



Lesson Summary

You should now be able to: Describe the planning phases of capacity planning. Utilize the integration of Sales and Distribution with capacity planning.


SCM360 Lesson: Sales and Operations Planning

Lesson: Sales and Operations Planning

Lesson OverviewThis lesson deals with the connection between Sales & Operations Planning andcapacity planning.


Understand how you can use the Capacity Planning module in Sales andOperations Planning.

Business ExampleIn your company, you want to plan resources for the future. For this purpose, youalready need capacity requirements at the planning stage, for example. This is possibleif you calculate the capacity requirements in the individual production areas whileusing a rough-cut routing to create a demand plan.

Figure 8: Integration: Sales and Operations Planning - Planning Table (SOP)

SOP uses the two-part tabular capacity planning table for capacity leveling.



In the upper section, you can enter the following data for a material or for a productgroup for specific periods:

Planned sales Planned production quantity Stock level and target stock level

The capacity requirements are generated by the planned figures that are entered in theline for production (the requirements entry line).

The lower section displays the capacity requirements from Sales and OperationsPlanning as well as the available capacities of the work centers where the material orproduct group is to be manufactured and its load.

Only SOP requirements are displayed on this planning table.



Exercise 1: Sales and Operations Planning

Exercise ObjectivesAfter completing this exercise, you will be able to: Create a rough-cut capacity plan for a product group while considering the

available capacity

Business ExampleYou are a planner with responsibility for a product group. To avoid capacitybottlenecks on the resources of the individual product group members in detailedplanning, execute planning in Sales and Operations Planning.

Task 1:Perform rough-cut planning.

1. Plan the product group.

Logistics Production SOP Planning For Product Group Create

2. Create an inactive plan for product group PG-100 using Version 1##.

Change the descriptive text to Version ##.

Product group: PG-100

Plant: 1000

Enter

Version: 1##

Version description: Version ##

3. Create a sales plan for PG-100 for 5 months starting in the third period.

Sales are 100 units per month.

Edit Create Production Plan Synchronous to Sales

4. Save your plan.

Continued on next page



Task 2:Display a rough-cut planning profile.

Logistics Production SOP Tools Rough-Cut Planning Profile Display

1. Display the header of the rough-cut planning profile for product group PG-100in plant 1000 and list the following values:

Work centerPeriod patternBase quantityUsageStatusLot size from/to

2. Look at the capacity situation for Sales and Operations Planning for productgroup PG-100.

Logistics Production SOP Planning For Product Group Change

Select [Inactive Version 1##].

Inactive Version button

Select Version 1##

Enter

Look at the capacity situation.

Views Capacity Situation Rough-Cut Planning Show

3. Change the sales plan (and the production plan) so that it corresponds to theavailable capacity.

Then create the production plan again.




Solution 1: Sales and Operations PlanningTask 1:Perform rough-cut planning.

1. Plan the product group.

Logistics Production SOP Planning For Product Group Create

2. Create an inactive plan for product group PG-100 using Version 1##.

Change the descriptive text to Version ##.

Product group: PG-100

Plant: 1000

Enter

Version: 1##

Version description: Version ##

3. Create a sales plan for PG-100 for 5 months starting in the third period.

Sales are 100 units per month.


4. Save your plan.

Task 2:Display a rough-cut planning profile.

Logistics Production SOP Tools Rough-Cut Planning Profile Display

1. Display the header of the rough-cut planning profile for product group PG-100in plant 1000 and list the following values:

Work centerPeriod patternBase quantity




UsageStatusLot size from/to

a) Product group: PG-100

Plant: 1000

Execute

Work center 1310Profile header buttonPeriod pattern 5 workdaysBase quantity 1Usage UniversalStatus Released (general)Lot size from/to 1 to 3,450,000

2. Look at the capacity situation for Sales and Operations Planning for productgroup PG-100.

Logistics Production SOP Planning For Product Group Change

Select [Inactive Version 1##].

Inactive Version button

Select Version 1##

Enter

Look at the capacity situation.

Views Capacity Situation Rough-Cut Planning Show

3. Change the sales plan (and the production plan) so that it corresponds to theavailable capacity.

Then create the production plan again.




Lesson Summary

You should now be able to: Understand how you can use the Capacity Planning module in Sales and

Operations Planning.



Lesson: Material Requirements Planning, ProductionOrder

Lesson OverviewThis lesson discusses capacity planning in conjunction with the detailed scheduledrequirements from MRP and the production orders.


Analyze the capacity situation from the stock/requirements list and theproduction order.

Business ExampleYou want to observe the capacity situation for detailed scheduled requirements inyour company, and to do this you use the transactions for the stock/requirements listand the production order.

Figure 9: Capacity Evaluation in MRP


SCM360 Lesson: Material Requirements Planning, Production Order

In MRP/MPS, two lists are used to display planning periods on a vertical axis:

Capacity leveling - to carry out leveling with changes Capacity situation - only displays data

The capacity situation or capacity leveling can be called for all planned orders of amaterial, or for just one planned order.

The following data is displayed for a work center per period:

Capacity available in the work center in a period Overall capacity load of the work center generated by all of the planned orders

and production orders in a period Capacity requirements generated by the material for which planning was carried

out in a period.

By changing the order quantity and the basic order date, it is possible to reduceoverloads and shortfalls for the work center in question.

Figure 10: Integration: Shop Floor Control (SFC)

Level capacities directly during order maintenance.

Call up capacity planning by selecting a role-specific view, such as the capacityplanner.

The dispatched requirement is automatically deallocated when the order lot ischanged, but not when the order dates are changed.



Figure 11: Overall Profiles in the Applications

This table only contains a selection of the most important profiles.

Figure 12: Mass Processing



Mass processing in production planning and control can be used anywhere wherelarge amounts of data are being processed.

It is mainly used in the automatic dispatching and deallocation of operations forpredefined work centers in the background. For example, you can specify that, forspecific work centers, the pool of orders is automatically dispatched at the startof each week.

Mass processing is only possible with the capacity planning table. The followingprofiles may affect mass dispatching when you call the overall profile:

Selection Profile Strategy Profile Time Profile

The requirements grouping and planning do not influence the individual capacities.

Note the material availability after mass dispatching or mass rescheduling. This canbe determined using a collective availability check.



Exercise 2: Material Requirements Planning,Production Order

Exercise ObjectivesAfter completing this exercise, you will be able to: Created capacity requirements in SAP ECC for capacity planning.

Business ExampleAs capacity planner at your company, you are responsible for executing and processingthe operations with their capacity requirements on time.

Task 1:Create planned independent requirements for material R-F1##.

Logistics Production Production Planning Demand ManagementPlanned Independent Requirements Create

1. On the initial screen, enter material R-F1##, plant 1000, and planning period Wfor weekly format. Copy the default planning period. Click Enter to confirmthese entries.

2. On the planning table, enter a quantity of 50 in the third week, 100 in the fourthweek, and 200 pieces in the fifth week.

3. On the Sched. lines tab page, enter D for the daily format in the Splt column.Save the determined planned quantities.

Task 2:Now execute a single-level planning run for your material.

Logistics ProductionMRP Planning Single-Item, Single-Level Planning

1. On the initial screen, enter the material number and then enter indicator 2 (forlead time scheduling and capacity planning) in the Scheduling field.

Confirm your entries twice with Enter.

Use the yellow arrow to exit the planning transaction.




Task 3:Review the detailed capacity requirements by weekly buckets for the entire horizon.

1. Logistics ProductionMRP Evaluations Stock/Requirements List

To examine the capacity situation, choose Goto Capacity Situation.

Task 4:Now look at the capacity requirements for your capacity planner group R## in plant1000.

1. Logistics Production Capacity Planning EvaluationWork CenterView Load

Enter your group number R## and plant 1000 on the initial screen in theCapacity planner group field.

Click Enter to confirm your entries.



Solution 2: Material Requirements Planning,Production OrderTask 1:Create planned independent requirements for material R-F1##.

Logistics Production Production Planning Demand ManagementPlanned Independent Requirements Create

1. On the initial screen, enter material R-F1##, plant 1000, and planning period Wfor weekly format. Copy the default planning period. Click Enter to confirmthese entries.

2. On the planning table, enter a quantity of 50 in the third week, 100 in the fourthweek, and 200 pieces in the fifth week.

3. On the Sched. lines tab page, enter D for the daily format in the Splt column.Save the determined planned quantities.

Task 2:Now execute a single-level planning run for your material.

Logistics ProductionMRP Planning Single-Item, Single-Level Planning

1. On the initial screen, enter the material number and then enter indicator 2 (forlead time scheduling and capacity planning) in the Scheduling field.

Confirm your entries twice with Enter.

Use the yellow arrow to exit the planning transaction.

Task 3:Review the detailed capacity requirements by weekly buckets for the entire horizon.

1. Logistics ProductionMRP Evaluations Stock/Requirements List

To examine the capacity situation, choose Goto Capacity Situation.




Task 4:Now look at the capacity requirements for your capacity planner group R## in plant1000.

1. Logistics Production Capacity Planning EvaluationWork CenterView Load

Enter your group number R## and plant 1000 on the initial screen in theCapacity planner group field.

Click Enter to confirm your entries.



Lesson Summary

You should now be able to: Analyze the capacity situation from the stock/requirements list and the

production order.



Lesson: Repetitive Manufacturing

Lesson OverviewThis lesson discusses capacity planning in conjunction with repetitive manufacturing.


Examine the capacity situation using the planning table in repetitivemanufacturing.

Business ExampleYou want to use repetitive manufacturing in your company. On the basis of theproduction quantities, you use the planning table to create capacity requirements.

Figure 13: Integration: Repetitive Manufacturing (REM)

Within repetitive manufacturing, you can execute capacity planning from the point ofview of the production line or material.

The tabular capacity planning table for repetitive manufacturing consists of two parts:

Aggregate Information is displayed in the upper section.


SCM360 Lesson: Repetitive Manufacturing

The following data is displayed for the planning object:

Name of the production line Capacity available in the production line Total capacity requirements for the production line

The percentage capacity load resulting from the capacity requirements or the capacityrequirements for the run schedule headers produced on this line.

In the Detailed Information section, you can specify the quantities per period over aspecific period under examination.

From the quantities that you enter in the Details on the Line per material per periodsection, the system calculates the capacity requirements and the load on the productionline. The quantities can therefore be aligned with the available capacities.

Figure 14: Repetitive Manufacturing with Production Versions

A material can have several bills of material (BOMs) that determine the componentsfor production. The production process can also be described in different routings.The data regarding the various methods used to manufacture the material is saved inthe production versions assigned to the material.



A production version can therefore comprise the following data:

Alternative BOM and BOM usage for the BOM explosion Task list type, group, and group counter for the assignment of task lists (routings) Lot size restrictions and validity period Production line and storage location

A material can have one or more production versions. The data on individualproduction versions is located at plant level. You can define the production versionnumbers as you like. However, each number must be unique.

You can use production versions to deal with the following situations:

Production using various resources (for example, two different production lines) Production using various processes (for example, different routings)

Individual production quantities can be assigned to different production versions, forexample, to achieve uniform utilization of the various alternative production lines.

Figure 15: Planning Levels

Capacity requirements can be generated for the various scheduling levels in differentapplications, that is, at different planning levels. The capacity requirements that havebeen generated for a product in an application at a particular point in time, as a resultof detailed, rate-based, and rough-cut scheduling, exist in the system in parallel. Youcan view the capacity requirements separately at each level.



When a planned order is converted to a production order, the production order isrescheduled and the planned order is deleted. In this case, the capacity requirementsfor rough-cut planning and rate-based planning are copied to the production order.

Rough-cut planning is long-term, aggregated planning. It is period-oriented and usesrough-cut planning profiles.

Rate-based planning is suitable for medium-term, period-oriented planning and usesa rate routing.

Detailed planning is suitable in the short term and uses a routing, which means thatyou can plan for specific points in time.

Figure 16: Simultaneous Use of Different Planning Levels

Repetitive manufacturing and discrete manufacturing can occur at the same plant. Inthis example, run schedule headers and production orders are used with the sameinspection work center.

The production orders and inspection work centers use detailed scheduling.

Repetitive manufacturing uses rate-based scheduling.



Exercise 3: Repetitive Manufacturing

Exercise ObjectivesAfter completing this exercise, you will be able to: Perform capacity leveling for repetitive manufacturing.

Business ExampleThe person responsible for the production line must schedule work every week toproduction line 2 in plant 1200. The person responsible must check the rate-basedplan and the data for the production version.

Task 1:Look at the master data for repetitive manufacturing.

1. Look at the production versions in the material master for R-1000 in plant 1200.Make a note of the task list type and the significance of this task list type.

_____________________________________________

Logistics Production Master Data Material Master MaterialDisplay Display Current

Material: R-1000

Enter

Change to the MRP 4 view and select plant 1200

Enter

(In the MRP 4 view) select ProdVersion

Select Details for the versions.

2. Look at the rate routings for material R-1000.

Make a list of the task list groups and production lines that are used in thisrouting.

Look also at the base quantity.

______________ _____________

______________ _____________

______________ _____________




Logistics Production Master Data Routings Routings RateRoutings Display

Material: R-1000

Plant: 1200

Task 2:Carry out capacity leveling on the planning table for LINE2 in plant 1200.

To do this, set the Capacity planning indicator and make a note of the correctscheduling type.

Select the next four weeks as the period of examination.

Logistics Production Repetitive Manufacturing Planning PlanningTable Change Mode

Plant: 1200

Select Production line.

Production line: LINE2

Select the Scheduling tab page.

Select the Capacity planning indicator.

Choose rate-based planning.

Select the

Period tab page and extend the period of examination to four weeks.

Click Planning Table.

Hint: Note that, in contrast with this exercise, generally only one capacityplanner is responsible for a line.

Therefore, do not save the results of your planning in this exercise.

1. For the next few workdays, enter a quantity of 50 pieces for material R-1000.

How big is the load on this line on these workdays?

____________________________

2. You want to maximize the load on this line and thereby increase the quantity onthe first day of the week for this line.




3. On the second day of the week, you try to increase the load on the line to 100%by using other materials.

Task 3:Use the capacity planning table to call the capacity leveling.

Schedule a requirement for Monday.

1. Capacity Requirements Planning Set Up Graphic



Solution 3: Repetitive ManufacturingTask 1:Look at the master data for repetitive manufacturing.

1. Look at the production versions in the material master for R-1000 in plant 1200.Make a note of the task list type and the significance of this task list type.

_____________________________________________

Logistics Production Master Data Material Master MaterialDisplay Display Current

Material: R-1000

Enter

Change to the MRP 4 view and select plant 1200

Enter

(In the MRP 4 view) select ProdVersion

Select Details for the versions.

a) This is a rate routing.

2. Look at the rate routings for material R-1000.

Make a list of the task list groups and production lines that are used in thisrouting.

Look also at the base quantity.

______________ _____________

______________ _____________

______________ _____________

Logistics Production Master Data Routings Routings RateRoutings Display

Material: R-1000




Plant: 1200

a)

Group counter1

Line 1 Base quantity 30

Group counter2

Line 2 Base quantity 30

To obtain the production line and the base quantity, double-click a tasklist in the task list overview.




Task 2:Carry out capacity leveling on the planning table for LINE2 in plant 1200.

To do this, set the Capacity planning indicator and make a note of the correctscheduling type.

Select the next four weeks as the period of examination.

Logistics Production Repetitive Manufacturing Planning PlanningTable Change Mode

Plant: 1200

Select Production line.

Production line: LINE2

Select the Scheduling tab page.

Select the Capacity planning indicator.

Choose rate-based planning.

Select the

Period tab page and extend the period of examination to four weeks.

Click Planning Table.

Hint: Note that, in contrast with this exercise, generally only one capacityplanner is responsible for a line.

Therefore, do not save the results of your planning in this exercise.

1. For the next few workdays, enter a quantity of 50 pieces for material R-1000.

How big is the load on this line on these workdays?

____________________________

2. You want to maximize the load on this line and thereby increase the quantity onthe first day of the week for this line.

3. On the second day of the week, you try to increase the load on the line to 100%by using other materials.




Task 3:Use the capacity planning table to call the capacity leveling.

Schedule a requirement for Monday.

1. Capacity Requirements Planning Set Up Graphic



Lesson Summary

You should now be able to: Examine the capacity situation using the planning table in repetitive

manufacturing.


SCM360 Unit Summary

Unit SummaryYou should now be able to: Describe the planning phases of capacity planning. Utilize the integration of Sales and Distribution with capacity planning. Understand how you can use the Capacity Planning module in Sales and

Operations Planning. Analyze the capacity situation from the stock/requirements list and the

production order. Examine the capacity situation using the planning table in repetitive

manufacturing.


Unit Summary SCM360


Unit 4Capacity Evaluation

Unit OverviewThis unit deals with:

The three evaluations for the capacity evaluation. The selection and display parameters. The cumulative display. The detailed capacity list and the variable overview. The enhanced evaluation and the relevant profiles and sets.


Acquire sufficient knowledge to be able to handle the capacity evaluation withthe standard overview.

Read and explain the detailed capacity list, and read the variable overview. Use the capacity evaluation, and describe the main differences between this and

the evaluation that was covered earlier.

Unit ContentsLesson: Procedure and Standard Overview .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Exercise 4: Procedure and Standard Overview .... . . . . . . . . . . . . . . . . . . . . . . . . . 59Lesson: Detailed Capacity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Exercise 5: Detailed Capacity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Lesson: Extended Evaluation .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72


Unit 4: Capacity Evaluation SCM360

Lesson: Procedure and Standard Overview

Lesson OverviewThis lesson provides an overview of the capacity evaluation with the standardoverview.


Acquire sufficient knowledge to be able to handle the capacity evaluation withthe standard overview.

Business ExampleYou are running a manufacturing company and want to obtain an overview of capacityplanning. You achieve this using the capacity evaluation with the standard overview.

Figure 17: Capacity Planning Environment (2)

In the capacity evaluations, the capacity requirements are compared with the availablecapacity.


SCM360 Lesson: Procedure and Standard Overview

Capacity evaluation has to:

Determine the available capacity Determine the capacity requirement Compare the available capacity with the capacity requirement

Figure 18: Capacity Evaluation Procedure

You can access capacity evaluations using two menu options:

The Work Center View menu option accesses evaluations for loads, orders,pools of orders, backlogs or overloads.

The Variable menu option allows you to access evaluations using profiles createdfor your specific needs.

When accessing the capacity evaluation, the settings are pulled from the overallprofile.

This overall profile can be a profile provided by SAP or a user-specific profile.

To access the evaluation via the work center, you can use standard profiles anduser-specific profiles.

You can change the display by choosing Settings from the menu.

Use the Selection menu to increase or restrict the selection criteria for the capacityevaluation.



Figure 19: Standard Overview

The standard overview periodically compares the available capacity with the capacityrequirements for the selected work centers for each capacity category. The loads andremaining available capacity are also listed.

From the standard overview, you can generate graphics, print lists, maintain workcenters and capacities, and use the detailed capacity list to process orders.

The standard overview can be restricted using minimum and maximum loadpercentages. You can predefine these in the options profile.



Figure 20: Overall Profile

The overall profile includes four subprofiles with the following meanings:

The selection profile determines which sets are accessed to generate the variousselection screens, and for which period the capacity requirements are read from thedatabase.

The order set, the capacity category set, and the work center set are used foradditional selection criteria.

The list profile specifies the layout of the detailed capacity list and the variableoverview, and determines which list is automatically displayed.

The graphics profile contains settings for the layout of the various graphics:

Determining the earliest/latest dates of operations Sort sequence such as date, material number, order number Displaying columns, bars or lines

In the options profile, the default parameters are specified for the type of display, thedisplay period, distribution and branching in display or change mode.

An overall profile can be accessed with the user parameters CY1 - CY7 individuallyfor every user.



Figure 21: Selection and Display Parameters

The selection and display parameters can be predefined in profiles but can be changedin the General Settings menu.

You can only maintain the read time segment in Customizing.



Exercise 4: Procedure and StandardOverview

Exercise ObjectivesAfter completing this exercise, you will be able to: Use the standard overview in the capacity evaluation Change the displays

Business ExampleAs capacity planner at your company, you must compare the capacity requirementswith the available capacity in an overview.

To do this, choose the standard overview in the capacity evaluation and switch tocumulate over periods if necessary.

Task 1:Use your capacity planner group R## in the standard overview to look at the capacityloads for your work centers.

Logistics Production Capacity Planning Evaluation Work Center View Load

1. In which evaluation period were the capacity requirements read?

Settings General

2. Change the settings in such a way that only those periods with a load greaterthan 80% are displayed.

Settings Evaluations Standard Overview

Task 2:Now call up the standard overview for work center R-E##.

1. Change the display for the standard overview by defining a period as three days.

Go to Settings General, then select Day, and choose 3 as the Duration

2. Change back to the Week period display and set the indicator for Cumulate overperiods. Analyze the new standard overview for the entire evaluation period.

Settings General




Cumulate over periods

3. Only analyze the pegged requirements in the first period with capacityrequirements. What sort of pegged requirements are there?

Select the first period and click Capacity Detail/Period.

On the detailed capacity list, click Refresh.



Solution 4: Procedure and StandardOverviewTask 1:Use your capacity planner group R## in the standard overview to look at the capacityloads for your work centers.

Logistics Production Capacity Planning Evaluation Work Center View Load

1. In which evaluation period were the capacity requirements read?

Settings General

a) 60 days from today

2. Change the settings in such a way that only those periods with a load greaterthan 80% are displayed.

Settings Evaluations Standard Overview

Task 2:Now call up the standard overview for work center R-E##.

1. Change the display for the standard overview by defining a period as three days.

Go to Settings General, then select Day, and choose 3 as the Duration

2. Change back to the Week period display and set the indicator for Cumulate overperiods. Analyze the new standard overview for the entire evaluation period.

Settings General

Cumulate over periods

3. Only analyze the pegged requirements in the first period with capacityrequirements. What sort of pegged requirements are there?

Select the first period and click Capacity Detail/Period.




Lesson Summary

You should now be able to: Acquire sufficient knowledge to be able to handle the capacity evaluation with

the standard overview.


SCM360 Lesson: Detailed Capacity List

Lesson: Detailed Capacity List

Lesson OverviewThis lesson discusses the capacity evaluation using the detailed capacity list and thevariable overview.


Read and explain the detailed capacity list, and read the variable overview.

Business ExampleYou are running a manufacturing company and want to obtain an overview ofcapacity planning. To achieve this, you need information about the pegged capacityrequirements.

Figure 22: Detailed Capacity List and its Functions



In the detailed capacity list, the orders and their operations are listed by perioddepending on which work center is selected. They may be sorted, for example, byorder number, date, and priority.

From this list, you can make changes to the work center, capacity, and order.

Users can call up additional information on the material and the stock/requirementssituation.

Users can predefine the display using the list profile and change it using the settingsmenu.

Figure 23: Capacity Planning Environment

From the detailed capacity screen, you can use the Environment menu option to branchto further sections of PPC in some for making changes and some for display only.

In the options profile in Customizing you can specify that the system is to branch toorders, the work center, and the capacity in change mode or in display mode.

You can also branch to other screens by double-clicking the fields for the order, thework center, or the capacity.



Figure 24: Functions in the Variable Overview

You can define the form and content of the variable overview. You use it to displayany capacity data you wish.

The periods appear in the first column. In the following columns you can display, forexample, capacity requirements, available capacities, and formulas.

Users can predefine the display using the list profile and change it using the settingsmenu.



Figure 25: Distribution of Capacity Requirements

Figure 26: Distribution Basis



Exercise 5: Detailed Capacity List

Exercise ObjectivesAfter completing this exercise, you will be able to: Use the detailed capacity list in the capacity evaluation Test different selection options Make changes to the detailed capacity list

Business ExampleAs capacity planner at your company, you want to view the pegged capacityrequirements for the work centers that you are responsible for in an overview.

After you obtain an overview, you want to release a production order for production.

Task 1:To release a production order, first convert the planned orders from the planning runinto production orders. Use the stock/requirements list and convert the first threeplanned orders for material R-F1## into production orders.

1. Logistics Production MRP Evaluations Stock/Requirements List

Double-click a planned order to open up the Details of MRP element dialogbox.

Convert the planned order to Prod.Order and SAVE.

Repeat this process three times.

Task 2:Call up the detailed capacity list in the capacity evaluation for your work centersR-L## and R-V##.

Logistics Production Capacity Planning Evaluation Work Center View Orders

1. You want to call up the detailed capacity list for two special work centers. To dothis, you require an additional menu path.

Enter the second work center on the screen.

Planning Selection Work center




Task 3:You want to know which production orders have been released and therefore copythe Order Status field, before the order is released, into the detailed capacity listafter the pegged requirements column.

1. Call the detailed capacity list again for your work centers R-L## and R-V##.

Now include a column for the Order status after the pegged requirementscolumn.

Limit the column width for Material to 8 characters. Do not save the changesto this detailed capacity list, as the standard list in Customizing will be changedin this case.

Select Choose Fields.

Select Order Status and copy it to the Selected Fields list.

Select Order Status and place the cursor on the Material line.

Click Move.

Change the column width for Material to 8 characters.

2. Release the first scheduled production order and update the evaluation so thatyou can see the status change directly in the detailed capacity list.

Double-click the order number and, in the order header, select Release Orderand Save.




Solution 5: Detailed Capacity ListTask 1:To release a production order, first convert the planned orders from the planning runinto production orders. Use the stock/requirements list and convert the first threeplanned orders for material R-F1## into production orders.

1. Logistics Production MRP Evaluations Stock/Requirements List

Double-click a planned order to open up the Details of MRP element dialogbox.

Convert the planned order to Prod.Order and SAVE.

Repeat this process three times.

Task 2:Call up the detailed capacity list in the capacity evaluation for your work centersR-L## and R-V##.

Logistics Production Capacity Planning Evaluation Work Center View Orders

1. You want to call up the detailed capacity list for two special work centers. To dothis, you require an additional menu path.

Enter the second work center on the screen.

Planning Selection Work center

Task 3:You want to know which production orders have been released and therefore copythe Order Status field, before the order is released, into the detailed capacity listafter the pegged requirements column.

1. Call the detailed capacity list again for your work centers R-L## and R-V##.

Now include a column for the Order status after the pegged requirementscolumn.

Limit the column width for Material to 8 characters. Do not save the changesto this detailed capacity list, as the standard list in Customizing will be changedin this case.

Select Choose Fields.




Select Order Status and copy it to the Selected Fields list.

Select Order Status and place the cursor on the Material line.

Click Move.

Change the column width for Material to 8 characters.

2. Release the first scheduled production order and update the evaluation so thatyou can see the status change directly in the detailed capacity list.

Double-click the order number and, in the order header, select Release Orderand Save.




Lesson Summary

You should now be able to: Read and explain the detailed capacity list, and read the variable overview.



Lesson: Extended Evaluation

Lesson OverviewThis lesson provides an overview of the extended capacity evaluation.


Use the capacity evaluation, and describe the main differences between this andthe evaluation that was covered earlier.

Business ExampleYou are running a manufacturing company and want to obtain an overview of capacityplanning. You use the extended evaluation in order to be able to work with selectionvariants.

Figure 27: Extended Evaluation

In the extended evaluation, you can display all relevant objects (persons, individualcapacities, SOP requirements).

You can sort all the lists in any way you like, even in groups.


SCM360 Lesson: Extended Evaluation

Lesson Summary

You should now be able to: Use the capacity evaluation, and describe the main differences between this and



Unit Summary SCM360

Unit SummaryYou should now be able to: Acquire sufficient knowledge to be able to handle the capacity evaluation with

the standard overview. Read and explain the detailed capacity list, and read the variable overview. Use the capacity evaluation, and describe the main differences between this and



SCM360 Test Your Knowledge

Test Your Knowledge

1. Name the additional functions of the extended capacity evaluation.


Test Your Knowledge SCM360

Answers

1. Name the additional functions of the extended capacity evaluation.

Answer: The extended evaluation can save selection variants.In addition to the capacity evaluation, you can display individual capacityrequirements and SOP requirements.


Unit 5Capacity Leveling in Tabular Form

Unit OverviewThis unit describes the usage and usage options of the tabular capacity planning table.


Use the leveling functions on the tabular capacity planning table

Unit ContentsLesson: Tabular Capacity Planning Table .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Exercise 6: Tabular Capacity Planning Table .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85


Unit 5: Capacity Leveling in Tabular Form SCM360

Lesson: Tabular Capacity Planning Table

Lesson OverviewThis lesson discuss the handling of the tabular capacity planning table.


Use the leveling functions on the tabular capacity planning table

Business ExampleIn your production process, you want to level the capacity loads on the resources.

To do this, you use the capacity leveling functions to compare the capacityrequirements with the available capacity.

Capacity leveling is first carried out with the tabular capacity planning table andthen saved after the results are checked.



SCM360 Lesson: Tabular Capacity Planning Table

The main function of capacity leveling is to dispatch operations. Operations aredispatched in order to fix them at a point in time when there is sufficient capacity forthem to be carried out.

Depending on whether finite scheduling is to take place, operations can be dispatchedon the basis of unlimited available capacity or existing available capacity. The existingavailable capacity is equal to the difference between the available capacity maintainedin the work center and the capacity requirements already scheduled. If necessary, youcan specify a different work center during dispatching.

Figure 29: Capacity Leveling Measures

To achieve the objectives listed in the preceding slide, you can proceed as follows:

Adjust the available capacity, either by increasing the standard available capacityfor the relevant capacity category, or by inserting a time-restricted interval ofavailable capacity in order to increase the available capacity.

Define an alternative work center with remaining available capacity, forexample, by using a work center hierarchy to call up the planning table.

Use scheduling (either finite scheduling or manual scheduling on the planningtable) to find a period with sufficient remaining available capacity.

Form optimal sequences to reduce setup times.

You can only reduce/split the lot, or specify that operations are to be assignedexternally, in the production order.



Figure 30: Capacity Leveling Interfaces

The capacity planning module offers two interfaces.

The main capacity planning module and its various views:

Work center view: Here you restrict the selection for specific work centers.Work centers and capacities are displayed in the planning tables.

Individual capacity view: Here you restrict the selection for specific workcenters. You can dispatch operations both to work centers/capacities and to thecorresponding individual capacities.

Order view: Here you restrict the selection for specific orders. All the workcenters and capacities affected are displayed for one or more orders.

Leveling can also be carried out directly from production order maintenance.Depending on the overall profile set for the production controller, you branch to eitherthe capacity planning table or the tabular capacity planning table. If no overall profilehas been stored for the production scheduler, the capacity planning table is called upusing the overall profile SAPSFCG001.



Figure 31: Tabular Capacity Planning Table

The tabular capacity planning table has the following display types:

One work center/capacity with available capacity, load, scheduled, and poolfor several periods

Several work centers/capacities with available capacities and loads for severalperiods

The tabular capacity planning table can be called up for the work center view, theindividual capacity view, and the order view. Available capacities and distributedcapacity requirements are displayed.

The unit of display for the available capacity and capacity requirements is specifiedin the evaluation profile.

The tabular capacity planning table is divided into a resource section and arequirements section.

The resource section contains the following: the name of the work center or thecapacity and capacity category, scheduling periods, scheduled capacity requirements,and requirements in a pool that have yet to be scheduled.

In the requirements section, you can display requirements that have already beenscheduled and/or have not been scheduled yet.



Figure 32: Capacity Planning Table

The capacity planning table enables you to carry out detailed planning of capacityrequirements continuously over time.

The capacity planning table consists of several charts arranged horizontally in whichthe available capacity (operating time) and the capacity requirements (operationduration) are grouped according to various criteria and can be displayed on the sameaxis. For example, all the capacity requirements for one order, or all the capacityrequirements that have been scheduled on one capacity, can be grouped together.

Each chart can have its own title bar and it comprises a table section and a diagramsection:

The table section contains information for identifying and describing the objectsdisplayed in the diagram section.

The diagram section has a window on a virtual time axis in which the availablecapacity and the capacity requirements are displayed in graphical form with thestart and finish date. This window displays the same section for all the charts.You can change this section as much as you like by altering the scale.



Figure 33: Dispatching Procedure

The main function of capacity leveling is to dispatch operations. Operations aredispatched in order to fix them at a point in time when there is sufficient capacity forthem to be carried out.

If you have set the Finite scheduling indicator in the strategy profile, the system looksfor remaining available capacities depending on the planning direction.

If necessary, the user can specify another work center during dispatching. The workcenter cannot be locked or marked for deletion.

Operations with the dispatched status can only be moved with the planning tableafter an order has been changed.

A planning log is written for all planning activities.

If errors occur during dispatching, the process can be terminated (you can make thissetting in the strategy profile).

Midpoint scheduling is dealt with in detail in the Scheduling and CapacityRequirements unit.



Figure 34: Dispatching Types (Tabular)

This slide illustrates the four ways of determining the dispatching date.

In the third way, a distinction is made between internally processed operations(maintenance orders and networks) and operations that are subdivided into operationsegments (production orders). The dispatching date for:

internally processed operations according to the strategy profile:

is the earliest/latest start date depends on the distribution keys

Operations with operation segments (always with the latest start date for the operation)

In the first way, you can also change the date, time, and work center.

The fourth way of carrying out dispatching is only possible on the capacity planningtable, and is dealt with in detail in the Capacity Leveling in Graphical Form unit.

To ensure that operations are not dispatched automatically on the capacity planningtable or the tabular capacity planning table, set the Date entry when dispatchingindicator in the strategy profile. If this indicator is set, the system displays a dialog boxin which you specify the dispatching date when you execute the Dispatch function.



Exercise 6: Tabular Capacity Planning Table

Exercise ObjectivesAfter completing this exercise, you will be able to: Perform capacity leveling with the tabular capacity planning table

Business ExampleAs capacity planner at your company, you want to simulate capacity leveling forparticular work centers with the tabular capacity planning table and then save thefinal result.

Task 1:Perform capacity leveling with the tabular capacity planning table for work centersR-M##, R-V##, and R-L## (only for capacity category 002).

1. Call up the tabular capacity planning table from the work center view andspecify your three work centers.

Take care when specifying the selection criteria of the other input fields.

Logistics Production Capacity PlanningLeveling Work Center View Planning Table (Tabular).

Use the Multiple Selection button to enter the three work centers.

In the Capacity Category field, enter category 002.

2. Before you click Execute, save the selection criteria that you entered as a variant.

Use V-## as the variant name and group ## as the meaning.

Goto Variants Save As Variant

3. Look for the capacity requirements for work center R-V## and switch to thedisplay view for just one requirements type.

Settings Change View.

Scroll to work center R-V##

4. To see the latest start dates for the capacity requirements in the lower chart,switch to a wide screen display for the planning table.

Settings Screen Type Wide Screen




5. Dispatch the operation of a production order with the first requirements datefor the planned work center R-V##.

Select the requirements line and click Dispatch.

6. Only display those requirements that have been dispatched.

Settings Requirements Filter Dispatched Requirements

7. Go back to all of the requirements on work center R-V## and dispatch anotheroperation of a production order.

However, this operation should not be rescheduled on work center R-V##, buton work center R-L##.

Select the requirements line and click the arrow button until you arrive at workcenter R-L##.

Select this work center too and then click Dispatch.

8. Look at the planning log and analyze the planning situation at work centerR-L##.

Choose Planning.

9. Branch from the tabular capacity planning table to the production order and lookat the changed operation and the operation status.

Now save the results of your simulated planning.

Double-click the order number and then select Operation Overview to see thechanged operation.

The work center was changed and the operation status DSPT, for dispatched,was set.

Click the yellow arrow to return to the tabular capacity planning table and savethe rescheduling.

Task 2:

1. Call up the graphical capacity planning table from the work center view forwork center R-V## and compare the planning result with the result saved onthe tabular capacity planning table.

Leveling Work Center View Planning Table (Graphical)



Solution 6: Tabular Capacity Planning TableTask 1:Perform capacity leveling with the tabular capacity planning table for work centersR-M##, R-V##, and R-L## (only for capacity category 002).

1. Call up the tabular capacity planning table from the work center view andspecify your three work centers.

Take care when specifying the selection criteria of the other input fields.

Logistics Production Capacity PlanningLeveling Work Center View Planning Table (Tabular).

Use the Multiple Selection button to enter the three work centers.

In the Capacity Category field, enter category 002.

2. Before you click Execute, save the selection criteria that you entered as a variant.

Use V-## as the variant name and group ## as the meaning.

Goto Variants Save As Variant

3. Look for the capacity requirements for work center R-V## and switch to thedisplay view for just one requirements type.

Settings Change View.

Scroll to work center R-V##

4. To see the latest start dates for the capacity requirements in the lower chart,switch to a wide screen display for the planning table.

Settings Screen Type Wide Screen

5. Dispatch the operation of a production order with the first requirements datefor the planned work center R-V##.

Select the requirements line and click Dispatch.

6. Only display those requirements that have been dispatched.

Settings Requirements Filter Dispatched Requirements

7. Go back to all of the requirements on work center R-V## and dispatch anotheroperation of a production order.

However, this operation should not be rescheduled on work center R-V##, buton work center R-L##.




Select the requirements line and click the arrow button until you arrive at workcenter R-L##.

Select this work center too and then click Dispatch.

8. Look at the planning log and analyze the planning situation at work centerR-L##.

Choose Planning.

9. Branch from the tabular capacity planning table to the production order and lookat the changed operation and the operation status.

Now save the results of your simulated planning.

Double-click the order number and then select Operation Overview to see thechanged operation.

The work center was changed and the operation status DSPT, for dispatched,was set.

Click the yellow arrow to return to the tabular capacity planning table and savethe rescheduling.

Task 2:

1. Call up the graphical capacity planning table from the work center view forwork center R-V## and compare the planning result with the result saved onthe tabular capacity planning table.

Leveling Work Center View Planning Table (Graphical)



Lesson Summary

You should now be able to: Use the leveling functions on the tabular capacity planning table


Unit Summary SCM360

Unit SummaryYou should now be able to: Use the leveling functions on the tabular capacity planning table


Unit 6Available Capacity

Unit OverviewThis unit demonstrates how:

the available capacity at a work center is defined intervals and shift sequences are created and how they are used in capacity

planning the factory calendar is structured the work center hierarchy is maintained the available capacity is cumulated using period splits.


Maintain the available capacity Maintain and assign shift sequences

Unit ContentsLesson: Maintaining Available Capacities .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Exercise 7: Maintaining Available Capacities.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105


Unit 6: Available Capacity SCM360

Lesson: Maintaining Available Capacities

Lesson OverviewThis lesson talks about maintaining the available capacity with intervals of availablecapacity.


Maintain the available capacity Maintain and assign shift sequences

Business ExampleIn the production process, you have made some capacity available. This can bedefined differently for each workday, depending on the plant calendar. You thereforeuse intervals at capacities to increase the available capacity for periods where capacityrequirements are high. You can maintain these manually or using shift sequences.



SCM360 Lesson: Maintaining Available Capacities

The available capacity is the work that can be done by a capacity at a work centerper working day.

The available capacity is defined by the work start and work finish, the breakdurations, the capacity utilization, and the number of machines or persons.

Figure 36: Work Center Data

The work center contains several groups of data that are located on different screens.This example only shows the most important ones for capacity planning.



Figure 37: Capacities at a Work Center

You can allocate as many capacities as you like to a work center.

Capacity categories are used to identify capacities that belong to the same category.

A capacity category can only be allocated once per work center.

You can maintain a separate available capacity for each capacity category.

If a capacity is allocated to several work centers, it is a pooled capacity. It must bemaintained separately as a pooled capacity before it is allocated to a work center.

To calculate capacity requirements, formulas must be allocated in the capacityoverview.

To simplify capacity maintenance, you can set up a default capacity in Customizing.



Figure 38: Planning Details at the Work Center/Capacity

For capacity planning, you can enter further planning details for each capacitycategory.

Relevant for finite scheduling indicator: If this indicator is set, the system checks thecurrent dispatched load when searching for remaining available capacity.

The Can be used by several operations indicator allows multiple loading for theavailable remaining capacity at this point in time. With a non-distributable capacity,only one operation can be dispatched at any point in time. This means that theavailable capacity of another individual capacity is not taken into account for thiscapacity category.

The overload factor increases the available capacity by this percentage on the tabularcapacity planning table. The remaining capacity can therefore be increased by anoverload factor (for example, if capacity overloads can be reduced by working duringbreak times).



Figure 39: Available Capacity at the Work Center

The reference indicator is set in the work center for the available capacity of a pooledcapacity and therefore cannot be changed.

The available capacity of both an external capacity and a default capacity is copied toa capacity category at a work center and can be changed there.

A reference indicator can also be set for an external capacity.



Figure 40: From Working Time to Operating Time

The basic working time (work start until work finish) at a work center is reduced bybreak times and technical or organizational disruptions.

The working time minus the break times is stored in the work center as the operatingtime per shift.

Technical and organizational disruptions are reflected in the capacity utilization.



Figure 41: Using Key Shift Sequences to Maintain Available Capacity

Shift sequences and shift definitions can be used to maintain available capacity indetail for each capac

Documents

SCM360 Capacity Planning in ECC