This document discusses a solution for customer specific product forecasting in SAP ERP. The standard SAP forecasting functionality does not allow for customer-specific forecasts. The solution provides the ability to create and maintain customer-specific planned independent requirements (forecasts) that are discernible by customer number. Incoming sales orders and outbound deliveries will only offset the corresponding customer-specific forecast. Maintaining customer-specific forecasts provides benefits like improved forecast accuracy for important customers and the ability to adopt customer-specific planning initiatives. The solution was created without any modifications to SAP source code.

1. Customer Specific Product Forecast
in SAP ERP
• S/4 HANA
• ECC 6 0
Solution Brief
• ECC 6.0
Solution Brief

2. Index
Synopsis
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1
Customer Specific Product Reservation
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2 Customer Specific Product Reservation
Requirements
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2
IT Sapiens’ Solution Features
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3
Solution Process Flow
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4
Solution Demo
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5
Solution Merits
6
6
Our Value Proposition
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7
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Questions ?
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Ou Va ue opos t o
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3. Synopsis
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 SAP Standard “Forecast / Planned Indep.Reqt” functionality in all ERP versions:
 Planned Indep.Reqts are maintained for Materials at a Plant / MRP Area
 Depending on the Requirement Type of the Material in the Planned Indep.
p g q yp p
Reqt and the Sales Orders, incoming Sales Orders offset the Planned Indep.
Reqt/Forecast regardless of the customer in the Sales Order
 There is NO ability to maintain a “Customer Specific” Planned Indep
There is NO ability to maintain a Customer Specific Planned Indep.
Reqt/Forecast for a Material or Product Group
 Even if SAP IBP application could transfer to SAP ERP a “Customer
S ifi ” Pl d I d R t/F t th i NO bilit t h thi
Specific” Planned Indep. Reqt/Forecast, there is NO ability to have this
transfer be realized in SAP ERP as a “Customer Specific” Planned Indep.
Reqt/Forecast
 There is NO ability to control the offset of Planned Indep. Reqt/Forecast for a
Material or Product Group, based on the “Sold-to Customer” in the Sales
Order
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(Contd…)

4. Customer Specific Product Forecast Requirements
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 Industry Requirements for Customer Specific Product Forecast:
 Need ability to have a “distinct version” of Planned Independent Reqts (i.e.
Forecast) which is “Customer Specific” (e.g. “CR”)
) p ( g )
 A “Customer Specific” Planned Independent Reqt version should be
discernible by the Customer # (e.g. Reqt Plan # = Customer #)
 Customer specific Planned Independent Reqts should be easily discernible
Customer specific Planned Independent Reqts should be easily discernible
in Stock/Reqts list (Txn MD04), in MRP List (Txn MD05) and Total
Requirements (Txn MD73)
If ACTIVE C t ifi Pl d I d d t R t i t f
 If an ACTIVE Customer specific Planned Independent Reqt exists for a
Material/Product
 then all non Customer specific Planned Independent Reqts, if any,
should be rendered INACTIVE
 Incoming Customer Sales Orders, Outbound Customer Deliveries should
ONLY offset corresponding Customer specific Planned Independent Reqt
3
p g p p q
exists, in all reports, and in Material Reqts Planning
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5. IT Sapiens’ Solution Features
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 Solution Excerpts:
 Provides ability to have a “distinct version” of Planned Independent Reqts
(i.e. Forecast) which is “Customer Specific”, namely “CR”
 Provides ability to discern a “Customer Specific” Planned Independent
Reqt version by the Customer #. The Reqt Plan # is the Customer #
 Provides ability to easily discern Customer specific Planned Independent
Provides ability to easily discern Customer specific Planned Independent
Reqts in Stock/Reqts list (Txn MD04), in MRP List (Txn MD05) and Total
Requirements (Txn MD73)
 If an ACTIVE Customer specific Planned Independent Reqt exists for a
 If an ACTIVE Customer specific Planned Independent Reqt exists for a
Material/Product
 Then, to avoid excess inventory planning, all non Customer specific
Planned Independent Reqts, if any, are rendered INACTIVE
 Incoming Customer Sales Orders, Outbound Customer Deliveries ONLY
offsets corresponding Customer specific Planned Independent Reqt exists,
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in all reports, and in Material Requirements Planning (Classic & MRP Live)
 NO SOURCE CODE MODIFICATIONS OF ANY KIND
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6. Solution Process Flow – “Create” Customer Specific Forecast
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(Contd…)

7. Solution Process Flow –Customer Specific Forecast Allocation
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(Contd…)

8. Solution Process Flow –Customer Specific Forecast In MRP/MPS
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(Contd…)

9. Demo – Customer Specific Forecast Creation
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 Process:
 Txn MD61 or any equivalent interface/utility
 For Independent Reqt.Plan/Forecast Version ‘CR’, Reqt Plan # is MANDATORY
 Reqt Plan # must be an exsiting Customer (
 Reqt Plan # must be an exsiting Customer (
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(Contd…)
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10. Demo – Customer Specific Forecast Creation
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 Process:
 Reqt Plan # is MANDATORY
9 (Contd…)
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11. Demo – Customer Specific Forecast in Total Reqts Report
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 Process:
 Sales Orders ONLY OFFSET Customer Specific Forecast if one exists
 In example below, Sales Orders with Sold-to 17100001, ONLY offset Customer Forecast 17100001
10 (Contd…)
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12. Demo – Customer Specific Forecast in Stock/Reqts List
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 Process:
 If a Customer Specific Forecast exists, then ‘Non-customer specific forecasts are DEACTIVATED’
 Sales Orders ONLY OFFSET corresponding Customer Specific Forecasts if any exist
 Net remaining Customer specific forecasts quantities tally with Total Reqts Report (Txn MD73)
 Net remaining Customer specific forecasts quantities tally with Total Reqts Report (Txn MD73)
11 (Contd…)
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13. Solution Merits
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 “Customer Specific Forecast” Merits:
 Provides ability to drive Customer Forecasting to levels lower than Plant,
Country or Market
y
 Provides ability to monitor Customer Specific Forecast Accuracy
 Provides ability to identify Customers with higher forecast accuracy and
closely service them
closely service them
 Provides ability to adopt Customer Specific Forecast feed from SAP IBP
(Integrated Business Planning)
With C t S ifi F t d t il bilit it id bilit t
 With Customer Specific Forecast data availability, it provides ability to
adopt and drive Customer Specific Planning initiatives
 Provides ability to adopt ‘Customer Specific Product Reservations’ solution
(another signature IT Sapiens solution) and reserve Inventory for specific
customers
 Customer Specific Product Reservations can be auto created from
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Customer Specific Product Forecast
 NO SOURCE CODE MODIFICATIONS OF ANY KIND
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14. Our Value Proposition
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 Reduced TCO, Highest First Pass Yield and Highest Quality from:
 Strong expertise in providing end-to-end Supply Chain Solutions
 Strong Expertise implementing SAP, enriching Business processes and
alleviating GAPs in SAP, for Life Sciences, Consumer Products, Food and
Beverage, Chemical, Retail and High-Tech Industry segments
 Very experienced consulting resource base with 15+ years experience and
y p g y p
deep cross-functional expertise
 Rich Knowledge base of custom solutions to address GAPs in most SAP
applications
pp
 Ability to demonstrate end-state on Day 1 using in-house SAP Systems rich
with:
 Pre-configured Solutions
Pre configured Solutions
 demo-able “Value Add” and “GAP Alleviating” SAP Functionality
 Demo-able IT Sapiens custom solutions
 Framework to develop strawman solutions
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 Framework to develop strawman solutions
 Our “Say-To Do” Ratio is 1:1
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15. Questions ?
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 For more information…kindly contact
Vijay Pisipaty
Director-ERP Solutions & Consulting
IT Sapiens, Inc.
e-mail: vijay.pisipaty@itsapiens.com
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