Worklists for Extended Service Parts

Planning
Use
Planners can use worklists in Extended Service Parts Planning (eSPP). Planners and
customers can use these worklists as a start page that groups together all the important
information and tasks. According to the planner's area of responsibility, the worklist
contains different queries with planning and analysis results, for which action currently
needs to be taken, or which a planner wants to use to get an overview. A worklist can
therefore contain queries with forecast results or purchase orders that have to be
released manually, as well as queries with alerts referring to critical situations
in planning.

Within a personal object worklist (POWL), you can define and save different queries,
such as for forecast results or for the results of supply planning. You can change and
personalize the selection criteria and layout of the individual worklists at any time. From
the individual worklists, a planner can navigate to the relevant transactions
of service parts planning. For example, if a worklist contains forecast results that a
planner must release, discard, or change manually, the planner can navigate from this
worklist to the Interactive Forecasting transaction directly, to display additional
information and process the forecast results.

Planners can process different queries in a worklist in parallel. If queries contain large
quantities of data, a planner can call all queries, for example, to open these in parallel.
The system displays the amount of data contained in each query in parentheses,
immediately after the query. In the results of the query, planners can see when the
query was last refreshed or what percentage of processing time has already passed.

Prerequisites
To be able to call the worklist of the planner, you need to use the SAP Business Client.
For more information, see Using SAP GUI and Web Dynpro Transactions.

Features
SPP Planner's Worklist

In the standard SAP system, the planner's worklist is delivered with the following
categories:

 Action needed

Queries in this category only contain the planning results for which action is
currently needed. Depending on the query, you can either perform the required
action in the query directly, or navigate from the query to the transaction in which
you can perform the required action, and which provides you with additional
information to assist you in making decisions.

Example
You can release stock transport orders that have been generated by deployment
or the inventory balancing service, directly in the query. However, you cannot
release a modified replenishment indicator in the query directly, since you require
additional information for this regarding the replenishment indicators of the other
BOD locations. For this reason, to release a modified replenishment indicator,
you can navigate from the query directly to the stocking/destocking approval,
where you can find the information you require and release the modified
replenishment indicator.

 Alerts

Queries in this category include alerts that the system has generated during the
individual planning processes in Extended Service Parts Planning. A planner has
the option of displaying the total amount of the displayed alerts of an alert type
according to different criteria (for example, by product or by alert category), and
then selecting certain alert types to navigate to the alert monitor, where he or she
can display and process the alerts of this alert type.

 Monitoring

Queries of this category include planning data for which a planner is responsible,
and not only that for which action currently needs to be taken. A planner can also
navigate from these queries to the respective transactions in
Extended Service Parts Planning, to display detailed information.
 Example

Query STO Approval in the category Action needed only includes stock
transport orders that require manual release. Query STO of
category Monitoring includes all stock transport orders generated by the system
during the last deployment or inventory balancing run.

For more information about the individual queries that are shipped as part of the
planner's worklist, see Queries in the Planner's Worklist.

Analytics with Business Context Viewer (BCV) in Planner's Worklist Queries

You can use Business Context Viewer (BCV) to display information about alerts, current
demand and forecast, forecast time series, shortage and stock overview in a graphical
format. For more information, see Analytics with Business Context Viewer (BCV).

To use Business Context Viewer (BCV) in Extended Service Parts Planning (eSPP),
you must activate the business functionFND, Business Context Viewer Main
Application (/BCV/MAIN).

Changing and Personalizing Worklists

You can create new categories and queries in the worklist, as well as change existing
categories and queries. You can also personalize the worklist, enabling each planner to
display a user-specific worklist, meaning they only see the data that is relevant for them.
For more information, see Changing and Personalizing Worklists.

You can specify settings for the worklists in Customizing

for Extended Service Parts Planning, under Monitoring Maintain General Settings
for Worklists. For example, you can define the server group that should be used when
data is retrieved for a worklist.

Detail Component for the Planner's Worklists

You can use the detail component to display form-based context-related information in
most of the Planner's Worklist queries. For more information, see Detail Component
for the Planner's Worklists.
Activities
You can call the planner's worklist in the SAP Business Client if your user is assigned to
the role Service Parts Planning (Worklist) (SAP_SCM_ESPP_WORKLIST).