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1. Integrated CO-PA Planning Leveraging Your SOP Forecast Michael Wolf Senior Manager, 2. Objective Provide an overview of the integrated planning functionality between Sales & Operations Planning (SOP) and Profitability Analysis Planning (CO-PA) Explain the setup and configuration requirements of the integration process Demonstrate and describe the planning process including an example of the data flow Outline tips, pitfalls and benefits of this process 3. NOT Covered in this Presentation Business processes surrounding the creation of a sales plan Configuration for Sales & Operations Planning using flexible planning and the Logistics Information System Reporting and analysis functions in CO-PA. 4. Learning Points Overview of Sales & Operations Planning (S&OP) integration with CO-Profitability Analysis Key steps and configuration settings to set up integrated planning process Benefits of integrated planning data to the organization 5. Agenda Introduction to SOP Processes Key Benefits Configuration Requirements SOP setup CO-PA configuration Profitability Analysis Planning Definition Execution of Integrated Planning Conclusion 6. Integrated Planning Process Overview LIS CO-PA Interface Sales Planning Valuation and Analysis Review & Update Consistent Sales & Financial Plan 7. Overview of Interface The interface between CO-PA and LIS covers all the instances where data that exists in one application should be available in the other application. This allows the user to draw on the functions of both modules to achieve the maximum benefit. This interface is typically used to define a production plan iteratively. Quantities are entered into LIS/SOP where they are adjusted to fit capacities. The sales quantities are sent to CO-PA, where they are used as a basis for a revenue plan. Sales quantity plan is created in CO-PA from a revenue-oriented viewpoint. This cycle can be repeated as often as necessary. 8. Introduction to SOP Sales and Operations Planning Defined Sales and Operations Planning is the management process for developing a company game plan that ensures resource capability meets market demand. Representing "management's handle on the business", Sales and Operations Planning integrates all functions of the business through a "single set of numbers" from which all other detailed plans and schedules can be derived . Sales and operations planning a flexible forecasting and planning tool that can set targets in sales, production, and other parts of the logistics chain. It is particularly well-suited to long and middle-term planning . 9. Agenda Introduction to SOP Processes Key Benefits Configuration Requirements SOP setup CO-PA configuration Profitability Analysis Planning Definition Execution of Integrated Planning Conclusion 10. Key Benefits Consistency in key data Sales Planning Production Planning Financial Planning Single point of data entry Leverage qty data Use costing and pricing data Ability to incorporate changes in a timely manner Will help streamline the planning process which will lead to time and money savings 11. Agenda Introduction to SOP Processes Key Benefits Configuration Requirements SOP setup CO-PA configuration Profitability Analysis Planning Definition Execution of Integrated Planning Conclusion 12. Configuration Requirements SOP Setup Flexible Planning Structures (Not covered in detail) LIS Transfer Definition Outbound Data Setup CO-PA Configuration Transfer Definition Inbound Data Mapping Valuation Strategy Material Costing Planning Workbench 13. SOP Setup Flexible Planning Structures Info structure created to capture required data Planning parameters defined for new info structure Planning type created Defines the parameter control for entering SOP data Planning hierarchy created SOP master data Planning characteristics created Plan data ready to be entered 14. LIS Transfer Definition A key activity in the outbound data setup is defining the planning activity key IMG Path (release 4.6): Logistics General > Logistics Information System (LIS) > Planning > Functions > Mass Processing > Define Activities 15. LIS Transfer Definition Steps Configuration Steps Create key figure assignment profile Create characteristics assignment profile Create the CO-PA transfer profile Process Steps Create mass processing activities Create mass processing job (w/ variant) Schedule job & monitor post processing results 16. CO-PA Configuration IMG Path (release 4.6): Controlling>Profitability Analysis>Master Data>Valuation>Valuation Strategies Controlling>Profitability Analysis>Integrated Planning > Define LIS Interface 17. CO-PA Transfer Definition All SOP data is stored in LIS info-structures Transfer rules are defined to