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Merchandise and Assortment Planning (SAP MAP)

Overview – Part II

1
Agenda

1. Introduction
2. Strategic Planning
3. Store Planning
4. Merchandise Planning
5. Capacity Planning
6. eSOA services for integration SAP MAP to SOP
(Shelf Optimization Program)
7. Assortment Definition
8. Assortment Planning
9. eSOA services for integration SAP MAP to SAP ERP
10. Release Workbench

© SAP 2008 / Page 2

2
Assortment Definition

Strategic Plan
Master Data Object Assortment:
Store Merch. „ Creation in SAP MAP: Available in SAP ERP
Plan Plan and SAP BI

„ Alternatively creation in SAP ERP and


Capacity Plan
extraction to SAP MAP (depends on your
Assortment Definition business needs)
Assortment Plan

Execution
Function:
Main Objectives / Challenges:
„ Application for assortment definition in BI (BW-
„ Simplify accurate store grouping/ clustering BPS and BI-IP)
„ many variables are involved in accurately
clustering therefore retailer cannot manage „ Usage of assortments (store groups) also in
this process manually following applications: allocation, promotion

„ Group stores that can be considered/ planned


together in order to streamline the planning and
merchandising process

„ Determine which store cluster receives which


product mix for which time period
© SAP 2008 / Page 3

3
SAP Assortment

© SAP 2008 / Page 4

4
Enhancements for SAP Assortment

Assortment type
The assortment type is an assortment attribute enables the strategic
alignment of the assortment and its treatment in assortment definition,
assortment planning and procurement to be controlled

Assortment dimension
ƒ For each assortment type up to 3 dimensionens
ƒ Characteristic values per dimension
ƒ Example: Assortment type „Business type“ dimensions „Capacity
level“ (Values 1-9) and „Price level“ (Values 1-3)

Example
ƒ Clustering according to Capacity and Price level

ƒ Clustering according to climatuc zones

ƒ Clustering according to delivery regions


© SAP 2008 / Page 5

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Assortment Definition - Example

Assortment Definition
Stores with the same price level and capacity level are assigned to the same group to ensure a
degree of standardization (common planning and use in operative processes). They are mapped
onto the SAP assortment.

Calculating
Calculating
price
price level
level 3
Price Level

What price level is a store


assigned to for a specific 2
merchandise area?
1

1 2 3 4 5 6 7 8 9
Increased
Capacity level capacity

Calculating
Calculating capacity
capacity level
level
How many fixtures does a store have for a specific merchandise area?

© SAP 2008 / Page 6

6
Assortment Definition - Example

Assortment 3,1: Ladies’ blouses,


High level, low capacity SAP BI

Level dimension = 3
Capacity dimension = 1 Hierarchy nodes: Ladies’ blouses
Key date: Today
Store 1 11.15.03 – 02.01.05
Store 3 11.01.03 – 02.01.05 Calculate values Determine assortmt Save
...
Store Level Cap. Valid Valid Assort
old/new old/new from to ment

Assortment 3,3: Ladies’ blouses,


Store 1 2 3 2 1 11.15.03 02.01.05 2,2 3,1
High level, high capacity Store 2 2 2 1 1 11.01.03 02.01.05 2,1 2,1
Store 3 2 3 1 1 11.01.03 02.01.05 2,1 3,1
Level dimension = 3
Capacity dimension = 3 Store 4 3 3 2 3 11.01.03 02.01.05 3,2 3,3
Store 5 1 2 1 1 11.01.03 02.01.05 2,1 2,1
Store 4 11.01.03 – 02.01.05 … … … … …
...

© SAP 2008 / Page 7

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Assortment Definition - Example

time-dependent assignment of stores to assortments


according to their dimension values for tier and sales level

© SAP 2008 / Page 8

8
Agenda

1. Introduction
2. Strategic Planning
3. Store Planning
4. Merchandise Planning
5. Capacity Planning
6. eSOA services for integration SAP MAP to SOP
(Shelf Optimization Program)
7. Assortment Definition
8. Assortment Planning
9. eSOA services for integration SAP MAP to SAP ERP
10. Release Workbench

© SAP 2008 / Page 9

9
What is Assortment Planning ?

Assortment planning is a part of the bottom-up planning


process. An assortment plan is defined as a unit plan,
which defines a key mix of goods, at a point and time. It
establishes the breath and depth of the product
assortment in a set of store groups (or clusters). It is a
living, breathing plan that becomes more refined as the
decision making process of product development /
product selection is finalized.

© SAP 2008 / Page 10

10
Assortment Plan

Strategic Plan Planning level


ƒ Period month / season / rollout
Store
Plan
Merch.
Plan
ƒ Sales organization/ distribution
channel
Capacity Plan ƒ Segment / assortment
Assortment Definition ƒ Product / variants (color, size)
Assortment Plan

Execution
Key figures
ƒ Define the right product for the right
stores / assortments ƒ Sales
ƒ Offerings are tied to customer ƒ Gross margin
behavioral patterns ƒ Sales and purchase prices
ƒ Create new products, add existing
ƒ Stocks
products, remove a product, …
Æ Simulation of planned products ƒ Number of products
ƒ Assign products to assortments
Æ Planning of assortments
ƒ Markdown Planning
© SAP 2008 / Page 11

11
Assortment Planning – Fashion

Within SAP you have the following options to carry out the "creative" assortment planning
process:
„ OPTION 1:
You can complete assortment planning within SAP BI as soon as key figure target planning is finalized.
These targets are transferred to SAP ERP. There you can carry out the operational part of assortment
planning using the OAPC (Operational Assortment Planning and Control)
„ OPTION 2:
Or you carry out some or even all process steps of operational assortment planning within Integrated
Planning of SAP BI and transfer this information to SAP ERP (OAPC) for fulfillment.
The process steps are:

„ Determining the correct product mix for the assortment


„ Creating new planned articles
„ Selecting colors and sizes for an article
„ Planning quantities (this can be done down to the level of the article/color/size)
„ Enter packsize / quota scale

The following slides show just one possible process variant for fashion
merchandise assortment planning:

© SAP 2008 / Page 12

Due to the characteristics of fashion merchandise, the planning aspect is much more
important for assortment creation than for other types of merchandise. Where fashion
merchandise is involved, assortment planning is much more dependent on creativity, the
analysis of fashion trends, and the ability to modify existing plans as quickly as possible.
The focus with respect to materials/fabrics, colors, styles and so on must be determined
and adjusted to the target groups. It forms the basis for the article shells (planned articles)
and their attributes, which will be planned subsequently.

It is often the case that the specific articles do not even exist in the system at the time of
planning. Accordingly, assortment planning initially involves “ideas” or “shells” of articles,
which then take shape progressively through the course of the planning process. An
important task of these planned articles is to reserve capacities at a time when the actual
articles are not yet known.

12
Seasonal Assortment Planning – Overview of
one Possible Process Variant for Fashion
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 13

Assortment Definition: For each merchandise area (any article hierarchy level), you
define assortments and assign the assortments to stores that have identical dimension
values. Optionally, this assignment can occur time-dependent. You can calculate these
dimension values either in the APD (Analyze Process Designer) or using a custom-
defined algorithm that you can implement in a Business Add-In (BAdI). To make the
assortment assignments you planned in the BI system available to the operational
processes, you have to release them to SAP ECC with the Release Workbench
(message type LOCGRP), either manually or in background processing.
Target planning for your Assortment Plan: Plan the quantities and values for the initial
buy allocation and putaway quantity as the targets for Operational Assortment Planning
and Control (OAPC). You plan these targets at the level of the article hierarchy node,
assortment type, assortment, season, season year, and rollout. You transfer the targets
to OAPC in SAP ECC using the Release Workbench manually or in background
processing. There these targets can be drawn on for the further details of your planning.
Create planned article: For the correct product mix in your assortment planning, you
may require new articles. You create these planned articles (generic articles, styles)
by entering some article information. You also define the colors and sizes in which you
wish to procure the article. Normally, all planned articles are not included in the final
assortment plan. Determination of the correct product mix is usually an iterative
process. The information on the article and the actual article planning usually develops
during the process of assortment planning.
Execute quantity planning: You can plan, for example, at the article level or the
article/color level or the article/color/size level. Here you plan the quantities for fixed
allocation and reallocation of initial buy and putaway for both the planned and existing
articles.
Create prepack generation information: You can determine the prepack size and assign
a quota scale for the distribution to the sizes.
Release to merchandising system (OAPC): The release of the assortment plan can take
place at the following levels: article hierarchy node, article, rollout, season year and
season category.
Result
At the end of assortment planning, you have assigned stores to your assortments time-
dependently for each merchandise area, and released the assortments and
assignments to SAP ECC. You have also determined the articles, quantities and
prepack information and transferred them to13OAPC in SAP ECC.
Seasonal Assortment Planning – Assortment
Plan
BI
Assortment Planning

Assortment Plan

„ Target data for OAPC is planned


„ Level: Assortment, Rollout, Season, Season Year

Operational
Assortment Planning
and Control

Master Data Purchase Order

ERP Allocation
© SAP 2008 / Page 14

The following data can be written to the inbound interface and displayed as planning
information in OAPC in the standard version:

Key performance indicators “Fixed allocation of initial buy” and “Reallocation of initial
buy” (on a quantity and value basis: purchase price, sales price) at the following levels:
„Article hierarchy nodes; assortment type, assortment, season, season year, rollout

Key performance indicator “Putaway quantity” on a quantity and value basis at the
following levels:
„Article hierarchy nodes; season, season year, rollout, (local distribution center)
assortment

Number of different generic articles (or single articles) per key performance indicator in
the assortments (assortment width).

The planned quantities of the key performance indicators “fixed allocation of initial buy”
and “reallocation for initial buy” for the assortments are valid for each store contained in
the assortment.

14
Assortment Planning – Assortment Plan
Example Cluster Plan

„ In this sample template all assortments (clusters) for a given segment, season, season year, rollout
combination are displayed
„ Key figures that are needed later on by the OAPC (operational assortment planning and control) are
planned
„ this sample also provides on overview of the number of stores and the number of options currently
assigned to an assortment thereby delivering important information as base for planning

© SAP 2008 / Page 15

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Seasonal Assortment Planning – Option Plan

BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 16

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Assortment planning – Option Plan
Example Option Plan per Cluster

„ In this sample template a given assortment can be planned in more detail


„ Products that are already assigned to the assortment are displayed
„ Planner can drill-down to colour level and verify/ change the respective key
figures that have been distributed from assortment plan down to style/ color level
„ Possibility to use quotascale key figure for distribution
„ This sample template incorporates new functionality on BI:
„ Create Styles, Create Colors, Style/Color Mix, Packsize/Quotascale
© SAP 2008 / Page 17

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Seasonal Assortment Planning –
Style Creation
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 18

18
Seasonal Assortment Planning –
Example Style Creation

„ Styles are placed in the hierarchy


„ Attributes are assigned, e.g.
„ Pack size
„ Size curve (quota scale)
„ Fashion grade
„ further attributes can freely be added
„ Possibility to copy an existing style
„ Release status of style (1 = planned, blank =
released)

© SAP 2008 / Page 19

19
Seasonal Assortment Planning –
Color Creation
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 20

20
Seasonal Assortment Planning –
Example Color Creation

„ Colors are created and can be grouped with the


help of an attribute, e.g. colour family
„ New color can be released into SAP ERP via
the purchasing list release

© SAP 2008 / Page 21

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Seasonal Assortment Planning –
Style / Color Mix
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 22

22
Seasonal Assortment Planning –
Example Style/Color Mix

„ Assign new or existing color to a new or existing style


„ Style/ color assignment can be released into SAP
ERP via the purchasing list release

© SAP 2008 / Page 23

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Seasonal Assortment Planning –
Prepack/ Quotascale per Color
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 24

24
Seasonal Assortment Planning –
Example Packsize/Quotascale per Color

„ Add pack size per color


„ Add quota scale per color
„ this information is used to create
prepacks and variants in ERP and
distribute quantities to style/ color/
size

© SAP 2008 / Page 25

25
Seasonal Assortment Planning –
Size Plan
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 26

26
Seasonal Assortment Planning –
Example Size Plan

„ In this sample template a


given assortment can be
planned in more detail
„ Products that are already
assigned to the assortment
are displayed
„ Planner can drill-down to
colour/ size level and
verify/ change the respective
key figures that have been
distributed from assortment
plan down to color/ size level
„ Possibility to use quotascale
key figure for distribution
„ This sample template
incorporates new functionality
on BI:
„ Create Size
„ Style/Size Mix

© SAP 2008 / Page 27

27
Seasonal Assortment Planning –
Size Creation
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 28

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Seasonal Assortment Planning –
Example Size Creation

© SAP 2008 / Page 29

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Seasonal Assortment Planning –
Style/ Size Mix
BI Style Creation
Assortment Planning
Color Creation

Assortment Definition Assortment Plan Style/Color Mix

Prepack/Quota-
Option Plan scale per Color

Size Creation
Relase
Workbench Size Plan
(retraction of Style/Size Mix
transactional
or master
data)
Assortments /
Operational
Store Assignments
Assortment Planning
and Control

Master Data Purchase Order

ERP
Allocation

© SAP 2008 / Page 30

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Seasonal Assortment Planning –
Example Style/Size Mix

© SAP 2008 / Page 31

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Assortment Planning – Process Example
Non Fashion

Within SAP you have the following options to carry out the basic assortment planning process:
„ OPTION 1:
You can complete assortment planning within SAP BI as soon as key figure target planning is finalized.
Transfer the assortments to the layout workbench and complete the operational assortment planning part
there.

„ OPTION 2:
Or you carry out some or even all process steps of operational assortment planning within Integrated
Planning of SAP BI and transfer this information to the layout workbench of SAP ERP for fulfillment.
The process steps are:

„ Assortment Version Creation


„ Product Creation
„ Assignment of Products to Assortments (Creation of Product Mix)

The following slide show just one possible process variant for basic
merchandise assortment planning:

© SAP 2008 / Page 32

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Non-seasonal Assortment Planning - Overview

BI Assortment Planning
Space management

Third party

Assortment Creation
Assortment Definition Assortment Plan
Version Creation

Product Plan Product Creation

Product Mix
Relase
Workbench
(retraction of
transactional
or master
data)
Assortments /
Operational Assortment
Store Assignments Layoutworkbench
Planning and Control

Space management

Third party Master Data Purchase Order

Replenishment
ERP
© SAP 2008 / Page 33

33
Agenda

1. Introduction
2. Strategic Planning
3. Store Planning
4. Merchandise Planning
5. Capacity Planning
6. eSOA services for integration SAP MAP to SOP
(Shelf Optimization Program)
7. Assortment Definition
8. Assortment Planning
9. eSOA services for integration SAP MAP to SAP ERP
10. Release Workbench

© SAP 2008 / Page 34

34
ES Bundle Merchandise and Assortment
Planning Integration
„ Extends the integration between the Merchandise and Assortment Planning module (SAP MAP) and SAP ERP to the style/colour/size level
(SKU). This enables the style level assortment planning processes to be completed in SAP MAP and the results sent to the operational
assortment planning and control (OAPC functionality within SAP ERP) for subsequent creation of allocations and purchasing lists.
„ In conjunction with the development of the placeholder style, the functionality gives retail buyers and planners the ability to iteratively assort
ranges to store clusters through the planning cycle and only create approved articles in the SAP ERP at the point of approval.

Designer Buyer Planner


Buyer/Planner Planner Planner

OAPC
Creates/develops Selects Develops seasonal Assign products Releases
(aka Seasonal Purchase
product Product plans, clusters stores to clusters assortment
Management)

Backend SAP SAP


SAP MAP
MAP (BI)
SAP MAP
MAP (BI)
(BI) SAP
SAP MAP
MAP (BI)
(BI) (BI) SAP
SAP ERP
ERP
System
Business Value
„ Enables interactive and iterative assortment planning Use Cases
to be undertaken concurrently with product selection „ Assortment approval triggers the release of master and attribute data
and departmental planning.
assigned to the articles within the SAP MAP assortment process to SAP
„ Closes the gap between departmental planning, range
selection and execution ERP for the purpose of creating purchasing lists.
„ Reduces the duplication and new product data set up „ The released data assortment plan contains sufficient data to create
cycle time prepacks through the OAPC functionality
„ Purchase list creation respects the delivery dates defined in the approved
assortment plan

© SAP 2008 / Page 35

35
Overview new MAP Integration, EhP3, BI SP9:
Service Operations
ERP BI
Assortment Plan for
Basics
Assortment Plan for Basics MAP BI
Layout Layout Module Version
AssortmentProduct Foundation
Workbench Inbound Process (existing Message Version Content
AssortmentProductVersion in BI)

Create Material Basic Basic Article Data Request Material


Data

MAP Release Workbench


Basic Data

Create Sales Price


Sales Prices Data Request Sales Price
Specification Calculation
Specification Calculation
Articles

Planned
Articles
Create Product Request Product
Procurement Procurement
Arrangement as Bulk Purchasing Info records Arrangement as Bulk

Master Data
Purchasing Creation
List
Inbound Maintain Retail Purchasing plan Request Retail
Process Purchasing Plan Purchasing Plan
Including planned articles,
(in OAPC) article information, targets
on assortment level,

EhP 3
Purchases Assortment Plan for
Orders BI 7.03 SP 9 Fashion
Existing
Service
Operations
© SAP 2008 / Page 36

Service Operations:
Maintain Retail Purchasing Plan
„via this service, you are enabled to maintain a Retail Purchasing Plan. Input: Retail
Purchasing Plan basic data, list of styles with their attributes, colors, sizes and planned
quantities per assortment, target sales per assortment
„Inbound service in SAP ERP system, Initiated by the release workbench in MAP BI via
the service Request Retail Purchasing Plan
„BO: Retail Purchasing Plan
Create Sales Price Specification Calculation (EhP2)
„via this service, you are enabled to calculate a sales price.
„Inbound service in SAP ERP system, Initiated by the release workbench in MAP BI via
the service Request Sales Price Specification Calculation
„BO: Sales Price Specification Calculation
Create Material Basic Data
„via this service, you are enabled to create a material (for retail a single article) with its
basic data. Input: material basic data such as material number, description, merchandise
category
„Inbound service in SAP ERP system, Initiated by the release workbench in MAP BI via
the service Request Material Basic Data
„BO: Material

36
Create Material Basic Data as Bulk (This Service will only work for standard Material,
not retail article)
„ via this service, you are enabled to create materials (for only a standard material) with its
basic data
„ Inbound service, initiated by SAP ERP system
„ BO: Material
Create Product Procurement Arrangement (Not used by the MAP scenario, but part
of EhP3 MAP development)
„ via this service, you are enabled to create a purchasing info record
„ Inbound service, initiated by SAP ERP system
„ BO: Product Procurement Arrangement
Create Product Procurement Arrangement as Bulk
„ via this service, you are enabled to create purchasing info records.
„ Inbound service in SAP ERP system, Initiated by the release workbench in MAP BI via
the service Request Product Procurement Arrangement as Bulk
„ BO: Product Procurement Arrangement
Request Retail Purchasing Plan
„ via this service, you are enabled to maintain a Retail Purchasing Plan. Input: Retail
Purchasing Plan basic data, list of styles with their attributes, colors, sizes and planned
quantities per assortment, target sales per assortment.
„ This is an outbound service which is called through the MAP release workbench.
„ BO: Assortment Plan
Request Sales Price Specification Calculation
„ via this service, you are enabled to calculate a sales price.
„ This is an outbound service which will be called through the MAP release workbench.
„ BO: Merchandise and Assortment Planning Material
Request Material Basic Data
„ via this service, you are enabled to create a material (for retail a single article) with its
basic data. Input: material basic data such as material number, description, merchandise
category
„ This is an outbound service which will be called through the MAP release workbench.
„ BO: Merchandise and Assortment Planning Material
Request Product Procurement Arrangement as Bulk
„ via this service, you are enabled to create purchasing info records.
„ This is an outbound service which will be called through the MAP release workbench.
„ BO: Merchandise and Assortment Planning Material

37
Agenda

1. Introduction
2. Strategic Planning
3. Store Planning
4. Merchandise Planning
5. Capacity Planning
6. eSOA services for integration SAP MAP to SOP
(Shelf Optimization Program)
7. Assortment Definition
8. Assortment Planning
9. eSOA services for integration SAP MAP to SAP ERP
10. Release Workbench

© SAP 2008 / Page 38

38
Integration Between BI & Retail System

After a plan or part of a plan containing information for subsequent


processes has been finalized, it has to be released by the planner.
The information of a plan consists of created master data and plan data.
With the release workbench XML messages are created and sent to the XI.
For some message types using an RFC or eSOA connection is optional.
Then the merchandising system (ERP or any other system) can get the
messages and use the information.

BI XI Merchandising System
Outbound proxy

Inbound proxy
Release BAPIs /
XI Function
transaction
modules

Data
Data

© SAP 2008 / Page 39

After you have drawn up the final version of a plan or sub-plan you can release it. This
triggers the creation of outbound messages with relevant data. Data can be distributed as
XML files with the SAP Exchange Infrastructure (SAP XI) and for some messages you can
choose to send it directly by RFC to the SAP ERP System. In the SAP XI environment,
MAP message types MAP are defined under application component
“http://www.sap.com/platform/netweaver/processintegration.epx”.

In the Release Workbench use appropriate selection criteria (for example, product ID,
category, sales organization and distribution channel) to specify the exact data that you
want to release. You can simultaneously release data for several message types (for
example, all message types that relate to a particular category).

To use the functions of the Release Workbench you must have the appropriate
authorization:
„ Authorization for specific selection criteria
„ Authorization for repeated release of data

39
RFC, XI or eSOA

As of BI Content release 7.0.3 SP9 and BI-IP support package 14, the
following message can be used:
Message RFC XI ESOA
Allocation / PO ●
Assortment Plan ● ●
Assortment – Product ●
Assortment version for merchandising (Original) ● ●
Assortment version for merchandising (New) ● ●
Assortment version for optimization (Original) ●
Assortment version for optimization (New) ●
Location Group / Assortment ● ●
Markdown proposals ● ●
OTB ●
Product (Original) ● ●
Product (New, including sales and purchasing prices) ** ●
Retail Purchasing plan * ● ●
Sales Reduction Budget ●
© SAP 2008 / Page 40

Following a release, XML files are created that can be distributed with the SAP Process
Integration. Alternatively, data for specific message types can be transferred directly with
Remote Function Call (RFC) to an SAP ERP Retail System. For more information on
RRCenabled message types, see OSS Note 682377.

*RetailPurchasingPlan Message type can also be used by RFC, see note 1152266

**New Product implementation sends three messages: material basic, product procurement
arrangement, sales price specification calculation

40
General Selection Screen

„ In the first step you select which message types you want to
release

„ Some message types have dependencies


„ E.g. markdown proposals need the corresponding product
message released first.
„ Use this flag to release the prior messages automatically

„ General selections for all


message types

© SAP 2008 / Page 41

On the initial screen in the Release Workbench you choose message types using the
relevant selection fields.

You can also choose Release Associated Messages.

In the screen area General Selection Criteria you can store general restrictions for the data
to be released.

Most message types are based on master data and can only be released once. Other
message types, such as OTB, allocations tables and purchase orders are composed of
planning data and can be released more than once. The related control is performed with a
release status that is available for master data but not for planning data.

To be able to send markdown proposals you do not need to release the proposals manually
beforehand. The system creates these at periodic intervals - usually once a week – and
transfers them to the retailing system.

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Detailed Selection Screen

„ Release the messages „ Release messages in a job


in dialog e.g. periodically every night. „ Simulate the release „ Delete selection
process. criteria

„ Application log

© SAP 2008 / Page 42

After you have entered data on the initial screen a tab page is displayed for each selected
message type. You then enter additional data there that is specific to the message type.

It is not possible to release data here straight from the planning layout.

Data can be released immediately or it can be scheduled as a job for later. Alternatively
you can simulate the release. Checks are performed here without triggering a release.

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Application Log

„ The history of release actions is logged in the


application log.
„ It helps in case of errors and answers questions like
“which products have not been released yet?”

© SAP 2008 / Page 43

Every release transaction is retained in an application log that you can call at the touch of a
button. This contains information about the selection conditions and resulting data objects
and about error messages if the release was not completed successfully.

43
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