In this blog we will know what is Collaborative Enterprise Planning, how it is achieved in SAC and how we will automate Collaborative Enterprise Planning using SAC Calendar.
Collaborative Enterprise Planning :
In my words , It is a process or method in which collaboration between different business plan planned in different domain like SD, FI, MM, PP done in a efficient manner to mitigate the risk and achieve the target/Goal to generate overall business revenue.
For an example a step by step process where – A Sales (SD) generated plan from actual need to be approved by the business owner first then in the next step it pass to the finance for COPA. In the duration of transmission the data will be locked in the Plan. Then finance business owner put the data into a finance plan and start planning in COPA. This kind of process is an example of Collaborative Enterprise Planning.
- Planning is different across various lines of business such as finance, sales Distribution, human resources, and operations with different data structure. Very difficult to align and combine those Plan, forecast and budget different structure data in a Single place and
- Collaboratively reduce the planning gaps and achieve the target.
SAP Analytics Cloud comes in picture here .Combining of different Actual and Planning KPI from different domain ( FI, Sales etc.)to achieve the Goal. Reduce Marginal values and variance for an Enterprise Company.
Lets create a process of Collaborative Enterprise Planning between Sales and FI module with the below scenario.
In SAC Calendar will the do the same functional steps but using SAC tasks and will schedule automatically so that it will execute in proper time. The Task should be follow a sequential collaboration process like below –
Lets Discuss the steps in Details –
Step 1. Create and schedule Data Action Task to Create from Sales Actual to Plan Version :
A. Create a data action task to initiate Plan version from Actual Sales version by copying.
B Then select the data action we created in our earlier blog to copy the data to Plan. The link is given below –
SAC Analytics Cloud : Data Actions : Copy Data from Actual to Plan versions within Same Model
Step 2. Create and schedule Review Task to review Plan and approval process from business owner version :
The detail setting will be like give below –
A. Add your Story where the Copy Data Action button we place as a working file. –
B. Add your Target model in the Context field . Update and Activate it.
C. A reviewer can now see the approve or reject button in the working story which is attached in the review task. He can approve or reject as per his observation.
Step 3. Create and schedule Data Locking Task to Lock the approved Sales Version :
Create a data lock task and assign the target model version for which you want to do the data lock . Activate it.
Note : Before that you enable the data locking from preference of the model.
Step 4. Create and schedule Data Action Task to Copy Cross model data from Sales to Target Finance Version version :
Schedule Another Data action Task and add the previously created data action to copy cross model data.
This has been discussed in the below blog –
SAP Analytics Cloud – Data Actions for Cross Model Copy operation from Sales to Financial Model
Step 5. Create and schedule Review Task to initiate for review process from Finance business owner and approve the Target Finance Plan to which data copied :
Created a review task assigning the Finance Business Analysis as a Reviewer like same process we created in Step 2. Only context model will be the finance model and working file will be the Finance Story.
Step 6 : Create a data action and schedule to Allocate/Distribute the Gross dales KPI driver from element Entity to another element Product inside same G/L Account :
Schedule Another Data action Task and add the previously created data action to copy cross model data.
This has been discussed in the below blog –
Step 7 : Create and schedule Data Locking Task to Lock the approved Finance Version by FI analyst to move to PP domain :
Created a Data lock action task assigning the Finance Business Analysis as a Locker like same process we created in Step 2. Only context model will be the finance model and working file will be the Finance Story.
The data will be locked and now in finance and can be send to another r module for further processing.
You can see now all the Task has been scheduled in SAC calendar to run tomorrow May 27th, 2023.
Hope it will help in your project. Next blog I will discuss about use Predictive Scenario to generate Automatic Forcast.
