SAP Sales & Operations Planning (SOP) is a flexible forecasting and planning tool with which sales, production, and other supply chain targets can be set on the basis of historical, existing, and estimated future data. Use SOP to streamline and consolidate your company’s sales and production operations. SOP is particularly suitable for long- and medium-term planning. SOP is made up of two components. 1. Standard SOP 2. Flexible planning..

1. Mail us: businessconsulting007@gmail.com

2. SAP SOP
Sales and Operation
Planning
ANKIT SHARMA
SAP Trainer

3. Agenda
1. Understand the Basic Business scenario of SOP
2. Understand the Process of SOP, Integration with other modules
3. Understand two different processes such as Standard SOP &
Flexible Planning as discussed in previous slides

4. SOP
Sales & Operations Planning is a flexible forecasting and planning tool with which sales,
production, and other supply chain targets can be set on the basis of historical, existing,
and estimated future data.
The main purpose of sales and operations planning is to define the product types and
quantities to be sold for a medium- to long-term planning period.
 The goals of SOP is to obtain the corresponding planning data for production.
Sales planning defines the ranges of products and the sales quantity for the coming
planning period on the basis of the production capabilities and the product demand in the
sales market.

5. Business Benefits of SOP

6. Process overview of SOP

7. Type of SOP in SAP
SOP
Flexible SOPStandard SOP

8. Difference between Standard and
Flexible SOP

9. Basics of Sales & Operations
Planning
A. Info Structure
•An information structure is a statistics file containing operational data.
•An information structure contains three kinds of information: characteristics, key
figures, and a period unit.
•T-code: MC23

10. Basics of Sales & Operations
Planning
B. Planning method
Three planning methods are available:
1. Consistent planning
2. Level-by-level planning
3. Delta planning

11. Basics of Sales & Operations
Planning
C. Planning type
A planning type is a customized view on the planning table. You might have one view for sales
planning and one for production planning.
Standard Planning Types
Standard SOP comes with three planning types:
SOPKAPA - This planning type is used for the planning of individual product groups.
SOPKAPAM - This planning type is used for the planning of individual materials.
SOPDIS - This planning type is used for the dual-level planning of product group hierarchies

12. Standard SOP
Process Flow of Standard SOP:
1. Creation of Product group – MC84
2. Create plan in inactive version – MC81
3. Disaggregate product group plan – MC76
4. Convert Inactive version to active version – MC78
5. Transfer SOP plan to Demand management. – MC75

13. Product Group
Apple I Phone
Apple 7Apple 6
Apple 6S Apple 6S Plus Apple 7S Apple 7S Plus
40 % 60 %
30 % 70 % 65 % 35 %

14. Flexible planning
Process Flow OF Flexible SOP:
1. Create info structure – MC21
2. Activate the info structure – MC22
3. Assigning the planning parameters to the info structure. – MC7F
4. Creation of Planning Hierarchy – MC61
5. Creation planning type and Macros- MC8A
6. Calculate Proportional Factors – MC9B
7. Planning in the planning table – MC93
8. Copy planning version - MC8V
9. Transfer planning data to demand management – MC90

15. Planning hierarchy

16. Planning hierarchy Example

17. Hands on…..
Environment
Prerequisites of SOP
Basic Terminologies used in SOP & their Definitions
Master Data
Customizing
 SOP Cycle
Integration in SOP

18. Standard Planning
•We have already created Finished Material for Plant 1000.
510285 : Crocin Tablet 500 gm
510324 : Crocin Tablet 250 gm
•We will use Standard Info Structure – S076
•We will use standard Planning Table

19. Create Product Group
T code- MC85
Enter Product Group Name
Enter Plant
Enter Base Unit

20. Create Product Group
Enter Material
Always enter Aggr. Fact as 1
Enter Proportional

21. Create Plan in Inactive version-
T Code - MC81
Enter Product Group

22. Create Plan in Inactive version-
T Code - MC81

23. Create Plan in Inactive version-
T Code - MC81
Enter Sales & Production Qty.

24. Disaggregate Product Group Plan-
T Code - MC76
Enter Product Group
Click Inactive Version

25. Disaggregate Product Group Plan-
T Code - MC76
Select Fields

26. Disaggregate Product Group Plan-
T Code - MC76
Enter Production Qty.

27. Convert Inactive to Active Version-
T Code - MC78
Press COPY
Write Active Version

28. Convert Inactive to Active Version-
T Code - MC78
Press YES

29. Transfer SOP PLAN TO Demand
Management- MC75
Enter Active Version
Enter Timeframe
Enter Req. Type as LSF
Enter Version as 00

30. Explore Result
You can explore Transfer Result in MD63 or MD04.
MD04:
Material: 510285
Requirement Transfer

31. Explore Result
You can explore Transfer Result in MD63 or MD04.
MD04:
Material: 510324
Requirement Transfer

32. Flexible Planning
•We have already created Finished Material for Plant 1000.
510285 : Crocin Tablet 500 gm
510324 : Crocin Tablet 250 gm
•We will create a new Info Structure
•We will create new planning table
•We will create Planning Hierarchy
•We will create Macros

33. Create Info Structure – MC21
Write Info Structure
Select Application as 1

34. Create Info Structure – MC21
Choose Characteristic

35. Create Info Structure – MC21
Double Click Field Catlog
Select Fields

36. Create Info Structure – MC21
Select KEY Figure
Select Fields

37. Create Info Structure – MC21

38. Active Info Structure – MC22
Generate Button to activate Info structure
Select Info Structure
Click on generate button

39. Assigning Planning Parameter to
Info Structure – MC7F
Choose Info Structure

40. Assigning Planning Parameter to
Info Structure – MC7F
Enter All the required fields

41. Creation of planning Hierarchy –
MC61
Enter Info Structure
Enter SALES Org, Dist
Channel, Division

42. Creation of planning Hierarchy –
MC61 Enter Material and Proportion

43. Creation Planning type and Macros
– MC8A
Enter Planning Type
Enter Info Structure

44. Creation Planning type and Macros
– MC8A
Enter Start, Future and
Historic Periods

45. Creation Planning type and Macros
– MC8A
Click on Structure

46. Creation Planning type and Macros
– MC8A
Select Sales and then
Production

47. Creation Planning type and Macros
– MC8A
To create Macro, select Macro
-> Create

48. Creation Planning type and Macros
– MC8A
Note: “=V” = Copy From
Production = Sales
Production = Sales
Enter Marco name
Enter Formula

49. Calculate Proportional Factors –
MC9B (One Time Activity)
Enter Info Structure and
Execute

50. Planning in the planning table –
MC93
Enter Planning Type

51. Planning in the planning table –
MC93

52. Planning in the planning table –
MC93
Enter Sales Data

53. Planning in the planning table –
MC93
Select Macro

54. Planning in the planning table –
MC93
Automatic Production Qty.
populated

55. Planning in the planning table –
MC93
See Desegregation plan

56. Copy planning version - MC8V
Select Info Structure

57. Transfer planning data to
demand management – MC90
Select Material
Select Info Structure
Select Key Figure
Select Req. Type and Version
Select Transfer Now

58. Check Result in MD63 or MD04

59. SOP Information Flow

61. Student Assignment
1. Try to create Info Structure.
2. Try to create Product Group.
3. Try to create Planning Hierarchy.
4. Try to create planning type and Macros.
5. Try to run entire Standard SOP Cycle
6. Try to run entire Flexible SOP Cycle.