4/19/2022

SAP Integrated Business Planning for Supply Chain

Generated on: 2022-04-19 05:27:58 GMT+0000

SAP Integrated Business Planning for Supply Chain | 2202

PUBLIC

Original content:
https://help.sap.com/docs/SAP_INTEGRATED_BUSINESS_PLANNING/feae3cea3cc549aaa9d9de7d363a83e6?
locale=en-US&state=PRODUCTION&version=2202

Warning
This document has been generated from the SAP Help Portal and is an incomplete version of the official SAP
product documentation. The information included in custom documentation may not reflect the arrangement of
topics in the SAP Help Portal, and may be missing important aspects and/or correlations to other topics. For this
reason, it is not for productive use.

For more information, please visit the https://help.sap.com/docs/disclaimer.

Manage Process Templates

Users who are responsible for processes within process management can create and manage templates for their
company’s planning processes with this app. The Manage Process Templates app is used in combination with
the Manage Processes app.

Purpose
Process templates represent the model of your company’s planning process and can be reused for your recurring
planning cycles. This way, you don’t need to set up the process from scratch every time you want to repeat it.
For example, you can configure a template for your monthly S&OP planning cycle and reuse this template for
your S&OP planning cycle for July, August, September, and so on.

In the process template, you can define the most important aspects of your process, such as process steps,
durations, time zones, workdays on which the process should run, participants, or tasks. Optionally, you can
choose application jobs to run automatically at a specified point in time during the process, automate your
process using conditions, define permissions for viewing and editing planning data based on the process stage,
or configure collaboration with a collaboration tool for your process template.

A Gantt chart provides a detailed overview of the timelines and optional process step settings like process step
automation and application jobs.

Once your process template is set up, you can create a process from the template. This process represents a
concrete planning cycle, for example, your S&OP planning cycle for July. You can then manage your process in
the Manage Processes app.

Key Features
Create process templates
Display process templates (in Gantt chart)
Edit existing process templates
Copy process templates
This is custom documentation. For more information, please visit the SAP Help Portal 1
 4/19/2022

Create processes

Supported Device Types

Desktop

Tablet

Related Information
Manage Processes

This is custom documentation. For more information, please visit the SAP Help Portal 2