TSW Guide 2

2/19/2022
Oil & Gas

Generated on: 2022-02-19 07:44:34 GMT+0000
SAP S/4HANA | 2020 (Oct 2020)
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Original content: https://help.sap.com/viewer/0f4ab800d01c4366b0c9aaff06a64320/2020.000/en-US
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Planning and Reporting Tools

This section provides information on the following:
Location Balancing
Stock Projection
Three-Way Pegging
Planning
Location Balancing
Use
The Location Balancing process involves comparing demand and supply quantities for a speci c period and maintaining a
balance between these quantities.
During Location Balancing, the system calculates the inventory of one or more locations and projects the closing inventory. The
calculation is based on the planned opening inventory (can be manually entered), planned transfers, supply avails and demand
quantities. You can also set up the system to calculate demand and supply items directly from contracts or current inventory
positions.
You access Location Balancing from the SAP Easy Access Menu by choosing Logistics Sales and Distribution Bulk
scheduling Workbench Location Balancing .
The Location Balancing screen is divided into a selection area and a main area on the right. The selection area shows the results
of the selection criteria you entered. The system displays all supply and demand items based on the selection criteria, including
supply and demand items that are already assigned to the Distribution Schedule in Three-Way Pegging.
Based on the selection criteria you enter, you can perform location balancing by period (month), location(s), material (grade),
and transport system. You can de ne your master data for locations to represent a location hierarchy (locations and
corresponding planning locations). Using the location hierarchy, you can perform planning on various location levels, such as on
terminal level.
The main area of the screen contains header information at the top and a work area in the lower screen area. The work area
shows the location balance for the period selected, the goods receipts and goods issues, and the balance for the closing
inventory, the exchange number and exchange type information for balancing. You can view detail information for the opening
inventory, goods receipts and goods issues, as well as imbalances for the period.
You can create inventory adjustment requirements either manually or automatically. You can create and change simulated
schedules. When you create a simulated schedule, for example based on a contract, the system shows the line items from the
contract and allows you to create new entries. You can then published the new entries to create nominations.
The Location Balancing screen also supports allocation handling. You can also change the scheduled quantities for quantities
from contracts (supply or demand), as well as for production plan rates and inventory imbalances. You can navigate to the Stock
Projection Worksheet to maintain the opening inventory and the physical inventory.
In Customizing you can con gure the system to check, if the contract quantity is less than the scheduled quantity. Based on a
reason code, the system creates work list items when the contract quantity is less than the scheduled quantity.
Prerequisites
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Location Balancing starts with the opening inventory for the rst day within the balancing period that you specify. The system
uses the opening inventory from the Stock Projection Worksheet for the speci ed date.
For Location Balancing, you can specify the use of simulated schedules and de ne the transfer of product between transport
systems. To do this, in Customizing chooseTSW (Trader's and Scheduler's Workbench) Basic Functions De ne usage of
simulated schedules or Specify parameters for transfers between transport systems
You can also implement a lter-dependent Business Add-In (BAdI), to transfer all of the balance quantities from one location to
another location. Balance in this case means the total of all goods receipts and goods issues at a location within a speci ed time
period. To do this, in Customizing chooseTSW (Trader's and Scheduler's Workbench) Location Balancing Maintain Business
Add-In for Location Balancing.
Process
The system calculates the location balance based on the calculated demand and supply quantities. For example, based on
documents from Materials Management (MM) and Sales and Distribution (SD) for the speci ed period of time, the system
calculates supply and demand quantities, while using the remaining quantity of a contract as a proposed scheduled quantity.
The scheduled quantity can be changed independent of the contract quantity.
Calculate Demand
When calculating demand, the system takes quantities from the following documents into account:
Nominations
Documents assigned to simulated schedule applications in Customizing for TSW (Trader's and Scheduler's Workbench)
Basic Functions De ne usage of simulated schedules. These documents can include the following:
Sales contracts
Sales orders
Inventory adjustment requirements
Plant-to-plant transfers
The system also uses demand items already scheduled in the Distribution Schedule when calculating demand. When
nominations are already scheduled for the speci ed period of time, the system takes into account all demand items contained
in the nominations.
Calculate Supply
When calculating supply quantities, the system takes into account the available internal and external supplies for a given
geographical area, material, and period of time, including inventory and contract quantities.
When calculating supply quantities, the system takes the following documents into account:
Nominations
Documents assigned to simulated schedule applications in Customizing for TSW (Trader's and Scheduler's Workbench)
Basic Functions De ne usage of simulated schedules. These documents can include the following:
Purchase contracts
Purchase orders
Inventory adjustment requirements
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Plant-to-plant transfers
Using the supply and demand quantities, you can perform allocation handling and plan shipments.
Result
The Stock Projection Worksheet and Three-Way Pegging processes use the supply and demand items that you create or change
during the Location Balancing.
Planning Shipments during Location Balancing
Prerequisites
You must de ne the master data for transport systems, locations, vehicle routes, and materials. You must create the necessary
reference documents and assign these to the planned shipments in Location Balancing. The reference documents can include,
purchase orders, sales orders, quotations, purchase requisitions, and stock transfer orders.
You must assign Stock Projection Relevance and TSW Relevance to the documents that you assign during Location Balancing.
You must make the necessary settings in Customizing for Location Balancing. You do this in Customizing by choosing TSW
(Trader's and Scheduler's Workbench) Location Balancing.
Procedure
1. From the SAP Easy Access menu, choose Logistics -> Sales and Distribution -> Bulk Scheduling -> Workbench ->
Location Balancing .
2. In the Location Balancing: Maintain screen, select Layout from the selection area toolbar or work area toolbar. In the
dialog box that appears, select the layout you want to use for the corresponding area.
3. In the toolbar of the selection area on the left side of the screen, select Loc Mat.
4. In the screen that appears, enter the required selection criteria for the location and material combination that you want
to use in Location Balancing.
5. Choose Check . The system checks the data you enter.
6. If no error message appears, choose Execute .
7. In the selection area of the Location Balancing screen the system displays a hierarchy of locations, planning locations,
and transport systems based on the selection criteria.
8. Expand the hierarchy by selecting the nodes in the tree. Double-click on a location to see detailed information, such as
the inventory level in the header area or the goods issues and goods receipts in the lower area of the screen.
9. To plan a bulk shipment for a selected location, select Add Line in the toolbar of the Issues/Receipts area of the screen.
10. Enter the required data, such as the schedule type, reference document indicator, reference document number,
scheduled material, Unit of Measure, and scheduled quantity.
11. Choose Check entries and Refresh from the toolbar of the Issues/Receipts area. The system updates the inventory
gures based on the planned shipment and displays the updated information in the header area of Location Balancing.
12. Choose Save .
Allocation Handling during Location Balancing
Prerequisites
You must de ne the master data for locations, transport systems, vehicle and routes, and materials. You must create the
necessary reference documents that you assign to the planned shipments in Location Balancing. The reference documents
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include, purchase orders, sales orders, quotations, purchase requisitions, and stock transfer orders.
You must assign Stock Projection Relevance and TSW Relevance to the documents that the system uses during Location
Balancing.
You must make the necessary settings in Customizing for Location Balancing. You do this in Customizing choose TSW (Trader's
and Scheduler's Workbench) Location Balancing.
Procedure
1. From the SAP Easy Access menu, choose Logistics -> Sales and Distribution -> Bulk Scheduling -> Workbench ->
Location Balancing .
2. Choose Layout from the selection area toolbar or work area toolbar. In the dialog box that appears, select the layout you
want to use for the corresponding area.
3. In the toolbar of the selection area on the left side of the screen, select Loc Mat.
4. In the screen that appears, enter the required selection criteria for the location and material combination that you want
to use in Location Balancing.
5. Choose Check . The system checks the data you enter.
6. If no error message appears, choose Execute .
In the selection area of the Location Balancing screen the system displays a hierarchy of locations, planning locations, and
transport systems based on the selection criteria.
1. Expand the hierarchy by selecting the nodes in the tree. Double-click on a location to see detailed information, such as
the inventory level in the header area or the goods issues and goods receipts in the lower area of the screen.
2. The Issues/ Receipts area displays detailed information, such as the quotations or customer nominations referring to a
quotation. You can also view the details by selecting a line item and choosing Details in the Issues/Receipts toolbar.
3. In the Issues/ Receipts area enter the allocation data in either the Amend% or Amendment Qty elds. The amendment
percentage is a percentage of the quantity originally requested in the quotation from the customer and/or scheduled in
the nomination.
4. The system uses the data to recalculate the scheduled quantity.
5. Choose Save .
Result
You have changed the originally scheduled quantity requested by the customer by entering a new allocation quantity or a
percentage.
Stock Projection
Purpose
During the stock projection process, you can calculate, change, and simulate inventory forecasts using the Stock Projection
Worksheet in Trader’s and Scheduler’s Workbench (TSW). The Stock Projection Worksheet calculates and shows the inventory
forecast for a date or time period and for combinations of material, location, transport system, and valuation type. You can use
the What-If functions of the Stock Projection Worksheet to simulate different affects on the inventory. You can perform stock
projection for the following types of inventories.
Base inventory
The SAP book inventory is generally the basis for calculating the base inventory. The system calculates the base inventory by
taking into account all actual and expected incoming and outgoing movements. However, in Customizing you can de ne the
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physical inventory as the basis for calculating the base inventory. In this case, the Stock Projection Worksheet uses the latest
update of the physical inventory as the starting inventory.
What-If inventory
The basis for calculating the what-if (simulated) inventory is either the physical inventory or SAP book inventory. The calculation
of the what-if inventory considers all the actual and expected incoming and outgoing movements including what-if gures
entered in the Stock Projection Worksheet.
Physical Inventory
You can use the physical inventory as the basis for generating the Stock Projection Worksheet . In this case, the system
calculates the base inventory using the physical inventory. Also, thewhat-if inventory for future days is based on the latest
update of the physical inventory. The starting inventory for a particular date is initially calculated using the rst inventory
quantities received for that date, for example the last reported gauge readings. In theStock Projection Worksheet , the base
inventory column displays physical inventory and the column for the planned inventory displays the what-if quantities.
You maintain physical inventory data for a locations, materials, and valuation types. You can also maintain the physical inventory
for a location and the tanks assigned to a location.
In the master data records for locations and materials, you activate the stock projection based on the physical inventory of the
location and material.
You can view the physical inventory data that you entered for a location, tank, material, and valuation type by selecting the
Physical Inv. tab in the Stock Projection Worksheet.
You can also perform a historical analysis of the physical inventory for alternate materials to track, for example, the seasonal
changeovers of materials.
Customizing Settings for Physical Inventory
In Customizing you de ne if and how the physical inventory is used in the Stock Projection Worksheet. To do this, in Customizing
choose TSW (Trader's and Scheduler's Workbench) Stock Projection Specify parameters for stock projection. The following
are some of the parameters you can de ne for the physical inventory:
If you select Physical inventory in both columns , the physical inventory is displayed in both the base inventory and what-
if columns of the Stock Projection Worksheet for past and future days. When you select this indicator, the SAP book
inventory has no in uence on the stock projection gures.
If you select Column for past days what-if contains SAP book gures , the system uses the physical inventory as the
base inventory for stock projection, but the SAP book inventory for all days in the past.
You can de ne various sources as the basis for updating the physical inventory, such as gauge readings, data transmission from
aterminal management system,or the manual entry of inventory quantities. You de ne the source types that can be used as the
basis for updating the physical inventory, in Customizingchoose TSW (Trader's and Scheduler's Workbench) Stock Projection
De ne Source Types for Physical Inventory Update.
Master Data Maintenance for the Physical Inventory
To generate the Stock Projection Worksheet based on the physical inventory, you must select the indicator for physical inventory
input in the master data record for the location and material.
1. From the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk scheduling Master Data Node
location Change .
2. In the Change Business Location screen choose the Materials tab.
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3. Select the material line and choose the Details button.
4. In the Change TSW Location: Material Assignment Details screen, choose the Inventory level tab. Select the Phy. inv.
input indicator.
Customer-Speci c Stock Projection
The Stock Projection Worksheet provides additional tabs that you can enhance in Customizing to display customer-speci c
inventory data. Business Add-Ins (BAdIs) are provided to control which data is transferred to the customer-speci c tabs.
To de ne customer-speci c tabs, in Customizing choose TSW (Trader's and Scheduler's Workbench) Stock Projection De ne
tabstrips for stock projection worksheet.
To de ne what data is transferred to the Stock Projection Worksheet, in Customizing choose TSW (Trader's and Scheduler's
Workbench) Stock Projection Maintain Business Add-Ins for Stock Projection.
Prerequisites
You have created all the necessary master data records for transport systems, locations, and partner roles. You have made the
necessary assignments of plants to partner roles. You have de ned the planning material details in the master data records for
the transport systems and locations.
Planning locations are the only case where the Stock Projection Worksheet can be generated without a plant assignment. In this
case, the Stock Projection Worksheet shows only gures for nominations which do not yet contain an origin and orders which
have not yet been scheduled but which have a planning location assigned.
Process Flow
1. You select the parameters for the stock projection in Customizing.
2. You generate the stock projection.
To ensure that the starting inventory in the Stock Projection Worksheet is based on the most up-to-date data available, it
is recommended that you regularly generate the stock projection, for example on a daily basis as an evening background
job. This is recommended, because the Stock Projection Worksheet does not automatically recalculate the projected
inventory after you make changes to data in the Stock Projection Worksheet, such as to the rack forecasts or production
forecasts. The Real-Time Stock Projection function only updates the Stock Projection Worksheet based on TSW-relevant
SAP documents, nominations, and tickets.
3. In Planning you update the replenishment proposals and safety/target stock gures.
To ensure the replenishment proposals and safety/target stock data are based on the most accurate information
available, it is recommended that you regularly generate replenishment proposals and safety/target stock gures after
making changes in the Stock Projection Worksheet.
Result
The stock projection gures are displayed in the Stock Projection Worksheet. You can use the Stock Projection Worksheet to
plan shipments. Using the What-If Nomination functions, you can simulate the in uence of shipments on the inventory. From the
Stock Projection Worksheet, you can also commit the what-if nominations to the schedule, that is, you can create actual
nominations based on the what-if nominations.
Inventory on Tank Level
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Use
You can maintain the capacity and time constraints for tanks at a particular location. You can view the maximum and minimum
capacity of a tank in the Stock Projection Worksheet.
In Trader's and Scheduler's Workbench (TSW), you de ne a tank using location master data. You maintain the physical inventory
of tanks in tank strapping tables. The system stores both the inventory and constraints information of tanks (capacity and time
constraints) in the location master data record on the material and batch/valuation type level. The information is integrated
with the Silo and Tank Management functionality.
Rack Issues for Tanks
The Stock Projection Worksheet displays rack issue data on tank level, such as rack issues from a terminal. As a result, you can
track quantities that are not contained in nominations, but that in uence the inventory forecast. The rack issue forecast on tank
level updates the projected stock for the relevant tanks. You enter the rack issue data either manually in the Stock Projection
Worksheet or you can upload the data from an external system.
Activities
Capacity Constraints in the Stock Projection Worksheet
To view the maximum and minimum capacity of a tank in the Stock Projection Worksheet, you must de ne your own customer-
speci c tab.
To do this, in Customizing choose TSW (Trader's and Scheduler's Workbench) Stock Projection De ne tabstrips for stock
projection worksheet.
Time Constraints in Location-Material Master Data
You enter time constraints for locations in the master data record for locations.
1. From the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk scheduling Master Data Node location
Change.
2. In the Change Business Location screen choose the Materials tab .
3. Select the material line and choose Detail .
4. In the Change TSW Location: Material Assignment Details screen, choose TimCons in the application toolbar.
5. In the dialog box that appears, enter the time-based constraints for the material and location.
6. Choose Save .
A Business Add-In (BadI) is available to upload time-dependent constraints from an external system, such as tank information
from a terminal management system.
You implement the BAdI in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Stock Projection Maintain
Business Add-Ins for Stock Projection Business Add-In for time-dependent constraints .
The Remote Function Call OIJC_AGGR_TANK_CONSTRAINTS is also available which calls the BAdI method
AGG_TANK_CONSTRAINTS (BAdI de nition OIJ_TIMECONS). The BAdI method aggregates tank constraints into location
constraints.
Maintaining Stock Projection Attributes for Tanks
Use
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In the Stock Projection Worksheet you can review the physical inventory details for locations and maintain the attributes for
tanks that the system uses during stock projection.
Procedure
View Physical Inventory Details for Locations and Tanks
1. In the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk Scheduling Workbench Stock Projection List
.
2. In the Select/Change Stock Projection type dialog box that appears, select the stock projection type that you want to
use and choose Enter .
The stock projection type determines if you project stock in days, weeks, or months in the future. The system automatically
proposes the default stock projection type Basic , which displays the stock projection data in days.
1. The Stock Projection Worksheet (Basic)-Display screen appears. In the selection area enter the required selection
criteria, such as location, material, batch and valuation type.
2. Choose Display next to the selection eld or choose Enter .
The system displays the stock projection data on the Stock Projection tab based on the selection criteria you enter. Each time
you enter the Stock Projection Worksheet, the system initially displays the stock projection data based on the selection criteria
that you entered the last time you used the Stock Projection Worksheet.
1. By default, the Stock Projection Worksheet is initially in display mode.Choose Stock Projection->Displa<->Change from
the menu or choose Display<->Change from the application toolbar.
Select the Physical Inv. tab. Here you can view the physical inventory details for the location and material.
1. Select the Stock Projection tab and enter the required tank ID in the By Tank eld in the selection area.
2. Choose Display next to the selection eld or choose Enter .
3. Select the Physical Inv. tab again. The system now displays the physical inventory details for the tank and material.
Maintain Attributes for Tanks
1. Select the Attributes tab. Here you can maintain the attributes for the speci ed tank. For example, you can enter data in
the Static Constraints area, such as the maximum inventory, target inventory, and minimum inventory.
2. Choose Save .
Reid Vapor Pressure Calculation
Use
You can perform calculations for Reid Vapor Pressure (RVP) and view the results. The results are displayed in the Stock
Projection Worksheet on the Quality calc. tab strip.
The system calculates the average, weighted RVP based on bulk receipts and their RVP value. When calculating weighted RVP,
the system takes the inventory in the Stock Projection Worksheet and multiplies this quantity by the RVP value, before receipts,
and plus the scheduled receipts multiplied by the RVP value in the nomination divided by the inventory plus scheduled receipts:
Weighted RVP = (inventoryxRVP before receipts + scheduled receiptsxnomination RVP) / (inventory + scheduled receipts)
When the system performs the qualtity calculation, it also takes into account RVP values on tank level. In this case, the system
performs the calculation using the same formula, whereby the inventory is based on the product level in the tanks at the
speci ed location.
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Activities
You enter RVP values for line items in nominations. To do this:
1. From the SAP Easy Access menu choose Logistics Sales and Distribution Bulk scheduling Workbench Nomination
Maintain Nomination .
2. In the Nomination-Maintain screen, select a nomination in the selection area and select a nomination line item in the
main area of the screen.
3. Choose Item Detail in the toolbar above the line items.
4. In the Item detail tab and enter the RVP value in the RVP eld.
5. Save the nomination.
Features
You can implement a Business Add-In (BadI) to overwrite the RVP calculation. To do this, in Customizing choose TSW (Trader's
and Scheduler's Workbench) Stock Projection Maintain Business Add-Ins for Stock Projection Business Add-In to overwrite
stock projection logic.
Forecast of Rack Issues
Use
TSW calculates the forecast of rack issues based on quantities that are not recorded in nominations, that is, the system uses
the rack issue quantities that are saved in the Logistics Information System (LIS). The LIS contains data elds to capture rack
issue data received from external systems. The system calculates the rack issues for location, product, mode of transport, and
valuation type (owner).
In the Stock Projection Worksheet you can view the average quantity for rack issues by day, week, and month. You can change
the date range of the rack issue forecast and manually enter estimates in the Stock Projection Worksheet.
To view the rack issue forecast, in the Stock Projection Worksheet, choose Utilities Generate Rack Forecast. The system
displays the rack forecast in the selection area of the screen.
Prerequisites
The following Customizing is relevant for the forecast of rack issues. In Customizing choose TSW (Trader's and Scheduler's
Workbench) Stock Projection choose:
Maintain forecast pro le for rack issue
De ne mode of transport for rack issues
De ne movement type for rack issues
De ne customer forecast types for rack issues
De ne History Horizon Indicators for Rack Issues
Maintain Business Add-Ins for Stock Projection -> Business Add-In for rack issue forecasts
Integration with Demand Planning
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Use
The Trader’s and Scheduler’s Workbench (TSW) component is integrated with the demand planning functions in the SAP
Advanced Planner and Optimizer (SAP APO). This integration allows you to transfer data created in the demand planning
process of SAP APO to the SAP Oil & Gas (SAP S/4HANA) System.
If you use SAP APO, you can con gure TSW to show demand planning gures from APO in the Stock Projection Worksheet
(SPW). Also, you can make the demand gures available in Three-Way Pegging as planning demand items, that is, you can peg
these demand items to supply items and later replace them with demand items generated by the system based on existing
documents.
The APO system handles various demand types and forecasts for the same material and location combination, either within one
planning book with separate key gures or within different planning books. You can use these demand types and forecasts to
distinguish between forecasts of rack issues and forecasts of bulk issues (to be nominated) in the Stock Projection Worksheet.
You can disaggregate monthly gures into daily gures based on planning calendars. To do this, in APO Demand Planning you
de ne storage bucket pro les and time bucket pro les. Alternatively, when the data is transferred to the SPW, you can use the
exible stock projection functions to display the forecast based on calendars and workdays.
 Caution
You can nd detailed instructions for using the APO demand planning functionality and data transfer functions in the
Application Help of the SAP APO system.
Integration
You can upload historical data to the APO system from various sources, such as spreadsheets, external systems, or other SAP
systems. You can also use data from the SAP Business Warehouse (BW) component in APO demand planning. Historical data in
BW is contained in Infocubes.
You send the nal demand plan to Supply Network Planning (SNP) in APO (represented in the SNP planning book as a demand
forecast). You can also transfer the nal demand plan to the Stock Projection Worksheet in TSW, where the demand plan gures
are displayed as forecasts of bulk issues or rack issue forecasts, depending on Customizing settings.
The system transfers demand planning data via the Core Interface (CIF). The interface con guration that the system uses is the
same as the interface used for the transfer of data to Demand Management for planned independent requirements. The
Demand Management functions are described in the documentation for the component Production Planning-Master Planning
(PP-MP-DEM) .
The following is a possible scenario for the data ow:
Source system demand plan InfoCube in BW demand plan in planning book APO liveCache SNP in APO or SPW in TSW.
In Customizing you can con gure the system to create what-if nominations based on the forecasts transferred from APO
Demand Planning.
Prerequisites
Customizing in TSW
To de ne the basic settings for the release of forecast data to SPW:
In Customizingchoose TSW (Trader's and Scheduler's Workbench) Stock Projection De ne Settings for Forecast Release
from SAP APO to SAP Oil & Gas.
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Here you de ne the settings for the transfer of APO demand planning data to the Stock Projection Worksheet or the Stock
Requirements List. You can also determine if the system displays the forecast data in the nomination or rack issues columns of
the Stock Projection Worksheet. Enter the requirement type and version according to those entered in APO for Maintain
transfer pro les .
 Example
For example, to transfer demand forecast data to the nomination column, you enter the requirement type BSF (Gross
planned independent requirements) and version 00. Select the APO to SPW indicator. Select the stock projection type
BASIC in the SPType eld. Select the What if DP indicator and the forecast type Bulk nomination , so that the system
creates what-if nominations based on the forecasts transferred from APO Demand Planning.
To activate APO Demand Planning for the SPW:
In Customizingchoose TSW (Trader's and Scheduler's Workbench) Basic Functions De ne usage of simulated schedules. In
the SimApplic eld, select SP basic . In the schedule category eld, select one of the APO Demand Planning Forecast options.
Settings in SAP APO
1. You must have an SAP APO system.
2. You have created an Integration Model to transfer data between SAP Oil & Gas (SAP S/4HANA) and SAP APO.
3. In Customizing for SAP APO, you de ne the transfer of planned independent requirements fromAPOfor the
relevantAPOlocations. You do this in Customizing for SAPAPO SAP Advanced Planner and Optimizer (SAPAPO) Basic
Settings Integration Publication Maintain Distribution De nition.
Activities
1. You enter historical data in APO , such as from an external system or InfoCubes in the BW component
2. You generate a forecast based on historical data using the APO Interactive Demand Planning fuction.
3. You check historical data in the planning book using the APO Interactive Demand Planning fuction. The planning book
provides a comprehensive view of the historical data and the data that the system generates as a forecast.
4. You transfer the demand forecast to SPW from APO . To do this, you perform various steps in APO Demand Planning
using functions such as, Maintain transfer pro les, De ne activities for mass processing, and Schedule Demand
Planning in the background .
5. You can view APO Demand Plan data in the Stock Projection Worksheet. To do this:
In the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk scheduling Workbench Stock Projection List .
The system displays the demand forecast data in the APO DP , nomination, rack issue, and/or the What-If columns in the Stock
Projection tab.
Basis for the Stock Projection Worksheet
Use
A combination of system settings determines what data the Trader’s and Scheduler’s Workbench (TSW) uses and in what way
the data is used to generate the Stock Projection Worksheet. Settings made for master data, inventory data, and Customizing
form the basis for generating the Stock Projection Worksheet.
Master Data Settings
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You can generate the Stock Projection Worksheet for combinations of either location and material or transport system and
material, as well as tanks, valuation type, and batch. You designate a valuation type to represent the owner of the product. In
the master data records for locations and materials, you enter the time period for which the Stock Projection Worksheet is
generated and if the Stock Projection Worksheet is generated by batch or valuation type.
You can generate the Stock Projection Worksheet for planning locations, whereby the Stock Projection Worksheet shows all
nominations that correspond to the sublocations of a planning location.
TSW takes the following master data records into account when generating the Stock Projection Worksheet:
Locations with a plant or storage location assigned using the TSW partner role concept
Locations without plants (customer or vendor location)
Locations with material assignments
Locations with material and tank assignments
Planning locations
An aggregation of all locations assigned to a planning location
Transport systems with an in-transit plant
Book transport systems
A book transport system is not assigned to an in-transit plant and the inventory is level is always zero.
Forecast Period
The system determines the time period for the Stock Projection Worksheet based on the rolling period and days in past values
that you de ned in the master data records.
The Stock Projection Worksheet calculates the forecast for rack issues, including a forecast based on an average over days,
weekdays, or based on customer-speci c forecast routines, de ned in Business Add-Ins (BadIs). The forecast is calculated
according to the values entered in the location-material master data for the rack forecast pro le, factory calendar, history
horizon, forecast type, and offset.
Exclude Locations and Transport Systems
You can exclude locations and transport systems from being used as the basis for the Stock Projection Worksheet. You
deactivate the stock projection relevance in the location or transport system master data record.
To do this, select the TSW General tab in location maintenance and select the Location not relevant for Stock Projection
indicator. In master data maintenance for transport systems, select the TS not relevant for stock projection indicator in the
General tab.
This is useful, for example, if planning locations should not be included in the Stock Projection Worksheet. By deactivating
locations, you can improve the performance of the Stock Projection Worksheet.
Inventory Settings
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The Stock Projection Worksheet calculates the projected inventory based on the starting book inventory in the SAP system or
the physical inventory (manually entered or from an external system).
TSW takes the following inventory settings and data into account when generating the Stock Projection Worksheet:
SAP book inventory (used to calculate the Stock Projection Worksheet base inventory)
Physical inventory (used to calculate the what-if starting inventory, if the physical inventory indicator is set in the location-
material master data record).
Manually entered starting inventory (starting inventory is what you manually entered, if the corresponding ag is selected in
the Stock Projection Worksheet).
Planned movements (planning proposals from the planning engine)
Simulated movements (what-if gures entered in the Stock Projection Worksheet)
Scheduled movements (quantities scheduled in nominations)
Actual movements (quantities that have been actualized by tickets)
Reported movements (quantities that are not con rmed by tickets but manually entered)
Document quantities, such as quantities from sales and purchase orders, contracts, and quotations.
Production quantities of re neries
Rack issues
Forecasted quantities
Corrected quantities (corrections to the forecast that are entered in the Stock Projection Worksheet)
Customizing
The Stock Projection Worksheet uses a calculation logic to determine how the various settings and TSW-relevant data,
described above, are used to calculate the Stock Projection Worksheet. The Stock Projection parameters de ne the calculation
logic.
Stock Projection Parameters
You can set certain parameters for the Stock Projection Worksheet in Customizing by choosing TSW (Trader's and Scheduler's
Workbench) → Stock Projection → Specify parameters for stock projection . The following are some of the parameters
you can de ne:
Stock Projection Worksheet generated by batch or valuation type. Depending on your Customizing selection, the system uses
either the batch or the valuation type from SAP documents and nominations as the basis for the Stock Projection Worksheet.
The Stock Projection Worksheet shows the individual quantities and the totals.
Calculation of inventory based on start day or day end. This setting determines if the nominations from the current day are used
to determine the inventory for the next day or if the nominations from the current day are used to determine the inventory for
the current day.
Correction of rack forecasts in the Stock Projection Worksheet by adding to the rack issue forecast or overwriting the forecast.
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Historic What-If inventory can be based on the SAP book inventory or physical inventory. You can determine if the What-If
column of the Stock Projection Worksheet shows the physical inventory or the SAP book inventory.
You can select if the nomination is displayed in the Stock Projection Worksheet on the scheduled date of the nomination item or
on the end date of the ticket.
Features
Real-Time Stock Projection
You can set up the system to perform a real-time update of the Stock Projection Worksheet. When this function is activated in
Customizing, the Stock Projection Worksheet is automatically updated each time you save a nomination, ticket or TSW-relevant
document.
You activate or deactivate the real-time update of the Stock Projection Worksheet in Customizing by choosing TSW (Trader's
and Scheduler's Workbench) → Stock Projection → Specify parameters for stock projection
Because the system only performs the real-time stock projection for TSW-relevant sales and purchase orders, you must set up
TSW relevance for these documents.
Calculation Logic
Use
The calculation logic determines how the system uses certain data (sales and purchase order quantities, planned movements,
and actual movements), as well as system settings (deactivate locations, stock balancing, and rolling period) to calculate the
results for the Stock Projection Worksheet.
You determine the calculation logic for the Stock Projection Worksheet in Customizing by choosing TSW (Trader's and
Scheduler's Workbench) Stock Projection Specify parameters for stock projection.
Features
The following table gives an overview of how the calculation logic determines what data appears in the Stock Projection
Worksheet. The table shows that the calculation for each movement scenario results in a different assignment of document
quantities to planned goods movements, origin locations, transport systems, and destination locations.
Table Key:
x : the unscheduled quantity from a sales or purchase document appears in this area of the Stock Projection Worksheet for the
speci ed delivery date.
(x) : the unscheduled quantity from the sales or purchase document appears in this area of the Stock Projection Worksheet for
the delivery date, but only if the quantity is referenced in a nomination. These scenarios use the balancing logic described below.
n : the nomination item appears in this area of the Stock Projection Worksheet for the scheduled date. The Stock Projection
Worksheet shows the nomination number, but you can view the item information by selecting Nomination References in the
Stock Projection Worksheet toolbar.
Movement Origin Location Transport Destination

Scenario System Location
(example
pipeline)
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Goods Receipts Goods Issues Goods Receipts Goods Issues Goods Receipts Goods Issues
1 (x) n n xn
2 n n
3 xn n (x) n
4 n n
5 xn
6 xn
7 n n
8 n xn
9 xn n
10 n n
11 (x) n n xn
12 xn n (x) n
13 n xn
14 xn n
15 n n
16 n n
17 n n
18 n n
19 n
20 (x) n n xn
22 xn n (x) n
23 n
24 xn n
25 (x) n n xn
26 xn n (x) n
27 xn n
28 xn
29 xn n
30 xn n
Balancing Logic for Purchase into or Sale Out of Transport System
Movement Scenario 1 involves the purchase of product into the transport system at the origin location. Because the product is
in the transport system and not the location, the inventory of the origin location should not change with the purchase of the
product. To represent this in the Stock Projection Worksheet, the system displays the quantity from the nomination in both the
Goods Receipt and Goods Issue column for the origin location.
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If items in the nomination have been actualized (tickets have been generated for the items), the system calculates the
difference between the scheduled quantity and the actualized quantity and displays the difference in both the Goods Receipt
and Goods Issue column of the origin location.
Any quantity of product from the relevant Purchase Order that is not covered in the nomination is considered unscheduled and
the quantity is also displayed in the Goods Receipts column for the origin location. This quantity remains until the entire
quantity from the purchase order is covered by the nomination.
Movement Scenario 3 involves the sale of product out of a transport system to a destination location. The Stock Projection
Worksheet balances these quantities in the same manner as described above, except that the quantities are displayed in the
Goods Issues column of the Stock Projection Worksheet.
Calculation Logic for Day-End Inventory
The day-end logic is used to calculate the expected inventory for the end of a particular day by taking the base inventory from
the previous day and adding (purchases) or subtracting (sales) the quantities for movements from the selected day.
Inventory Expected for the Current Day
When calculating the day-end inventory for the current day, the system uses the SAP book inventory of the plant as the starting
base inventory. The starting what-if inventory is either the SAP book inventory of the plant or the physical inventory of a location
(if the corresponding ag is set in the location master data record). The total quantities for items in unactualized nominations
scheduled for a day in the past are added to the starting inventory.In summary:
Expected day-end inventory for the current day =
starting inventory
+ unactualized product receipts scheduled for days in the past
- unactualized product issues scheduled for days in the past
+ receipt of product on current day
- issue of product on current day
where:
Receipts of product for current day = proposals + production + SAP documents + scheduled receipts
Issue of product for current day = proposals + SAP documents + scheduled product issues + rack issues
Rack issues : SAP book inventory contains the actual rack issues. If the actuals for rack issues are greater than the corrected
forecast, disregard the actual rack issues for the current day, because the actual rack issues are already correct in the SAP
book inventory. If the corrected forecast is greater than the actual rack issues, the difference between forecast and the actuals
is used to calculate the day-end inventory.
If the corrected forecast is more than zero, the system uses these gures to overwrite the forecast.
Current Day What-If Inventory
The what-if inventory for the current day must be the same as the base inventory of the current day, if the physical inventory
checkbox is not selected in the Stock Projection Worksheet header and if there are not what-if quantities for that day.
Expected what-if inventory for the current day =
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starting inventory
+ unactualized product receipts scheduled for days in the past
- unactualized product issues scheduled for days in the past
where:
Receipts of product for current day = proposals + production + SAP documents + scheduled receipts + what-if quantity if the
actuals are zero
Issue of product for current day = proposals + SAP documents + scheduled product issues + rack issues + what-if quantity if the
actuals are zero
Rack issues: SAP book inventory contains the actual rack issues. If the actuals for rack issues are greater than the corrected
forecast, disregard the actual rack issues for the current day, because the actual rack issues are already correct in the SAP
book inventory. If the corrected forecast is greater than the actual rack issues, the difference between forecast and the actuals
is used to calculate the day-end inventory.
If the inventory is calculated using the physical inventory, the system uses the maximum quantity of the actual rack issues and
the corrected forecast (if the corrected forecast is zero), because in this case the rack issues are not considered in the starting
inventory.
Inventory Expected for Days in the Future
The system calculates the inventory for days in the future based on the inventory from the previous day and adding the
quantities from product received and subtracting the quantities for product issued on the corresponding day.
Base inventory =
base inventory from previous day
where
Receipts of product for current day = proposals + production + SAP documents + scheduled receipts + actuals
Issue of product for current day = proposals + SAP documents + scheduled product issues + actuals + maximum quantity of
actual rack issues (forecast quantity if corrected forecast is zero)
What-if inventory =
what-if inventory from previous day
where
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Receipts of product for current day = proposals + production + SAP documents + scheduled receipts + actuals + what-if
quantity if actuals are zero
Issue of product for current day = proposals + SAP documents + scheduled product issues + actuals + maximum quantity of
actual rack issues (forecast quantity if corrected forecast is zero) + what-if quantity if actuals are zero
The quantities of items from nominations that are scheduled but not yet actualized determine the scheduled product receipts
and issues for the current day.
Inventory for Days in the Past
The system calculates the base inventory for days in the past using the SAP book inventory adding (purchases) and subtracting
(sales) the quantities of all of the material movements that have taken place between the selected day in the past and the
current day.
Depending on the selection you make in Customizing for the Stock Projection parameters, the what-if inventory for days in the
past shows either the same data as the base inventory calculated for the past days or shows the physical inventory for these
days in the past.
Stock Projection Worksheet
Use
The Stock Projection Worksheet shows the projected stock for the selected combination of transport system and material or
location and material combinations. You can also designate a material and valuation type to include the owner of the material in
the Stock Projection Worksheet. You can carry out “what-if” simulations of incoming and outgoing bulk shipments to see the
effect of these shipments on the projected inventory. You can also apply selected what-if shipments to the schedule directly
from the Stock Projection Worksheet. In the Stock Projection Worksheet you can change forecasted rack issues and see the
changes to the projected inventory.
The Stock Projection Worksheet for planning locations shows all nominations that correspond to the sub locations of a planning
location.
To view the Stock Projection Worksheet, choose Logistics → Sales and Distribution → Bulk scheduling → Workbench →
Stock Projection → List
Prerequisites
To ensure that the stock projection is based on the most accurate data available, it is recommended that you generate the
Stock Projection Worksheet either as a batch job or in dialog mode (interactively).
It is also recommended that you regularly generate replenishment proposals and target/safety stock levels. During planning
the system uses the data from the Stock Projection Worksheet to calculate replenishment proposals for selected materials and
to calculate the target and safety stock.
Features
The Stock Projection Worksheet is divided into a selection or lter area on the left and a results area on the right side of the
screen.
Selection Area
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The data you enter in the selection area for location, material, transport system, and valuation type (owner) determine the
Stock Projection Worksheet results that the system displays in the tabstrip on the right. Also, you can select the subtract heel
and accumulate negative inventory functions in the selection area.
Results Area
You can view the projected stock and the settings used to generate the Stock Projection Worksheet on the following tabs:
Stock Projection
The Stock Projection tab displays the projected inventory for all the dates within the rolling period including quantities for the
base inventory, what-if simulation, bulk receipts, bulk issues, and forecast gures for rack issues.
The following columns on the Stock Projection tab display the stock projection gures:
Period
The Date column always displays the date of each Stock Projection Worksheet line and the Day column always shows the day of
the week for the date.
Inventory
What-If Simulation
The results of the what-if calculation are displayed in the Inv.What-If column. You can enter what-if gures in the Stock
Projection Worksheet to simulate the effects on the inventory. The actual quantities are not changed during what-if simulation.
Base Inventory
The Inventory column displays the most accurate inventory gures available. The Stock Projection Worksheet calculates the
base inventory quantities using actual quantities when possible, but uses scheduled quantities where actual quantities are
missing or are incomplete. The base inventory quantities are highlighted, if there is a corresponding TSW Worklist item.
Bulk Goods Receipts and Goods Issues
Proposed Quantities
For bulk receipts, the REC-Proposed column shows the replenishment proposal generated by the planning engine. These are the
proposed quantities to cover replenishment needs not covered by existing nominations. You can open a dialog box from the bulk
receipts item to see the corresponding bulk issues item which is displayed at the same date line minus the offset. For bulk
issues, the gures in the ISS-Proposed column are the same as the corresponding receipts proposal. The quantities are
highlighted, if there is a corresponding TSW Worklist item.
What-If Quantities
In the REC-What-If and the ISS-What-If columns you can manually enter quantity gures, such as from nominations to simulate
results from the current day forward.
The system also displays document quantities that are not yet assigned to nominations. You must de ne this in Customizing by
TSW (Trader's and Scheduler's Workbench) → Basic Functions → De ne usage of simulated schedules. Here you select stock
projection as the simulation application and documents in stock projection as the schedule category.
You can save the what-if gures so that they are used as part of the stock projection data that the system uses for subsequent
scheduling.
Production Figures
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For bulk Goods Receipts the REC-Prod. column shows the planned production quantities for locations that are de ned as a
re nery plants. The re nery plants are entered into TSW by a re nery planning interface.
SAP Documents
For Bulk Receipts the unscheduled quantities from documents, such as contracts, quoatations, purchase requests, and
purchase orders are displayed in the REC-Doc.Qty column. You de ne the use of SAP documents in stock projection using
various customizing and system settings for document relevance.
For Bulk Issues the unscheduled quantities from the sales order are displayed in the ISS-Doc.Qty column. In both cases the
quantities are the difference between the document quantity and the scheduled quantity. When all order items have been
scheduled, no gure is displayed in this column.
You can view details about the assigned documents by selecting the quantity gure in the REC-Doc.Qty column or ISS-Doc.Qty
column. A dialog box appears containing the document number, line item number, item quantity, and unscheduled quantity. You
can navigate to the document by double-clicking on the document number in the dialog box.
Reported Quantity
You can enter quantities for nominations that are reported as received or issued, even before a ticket con rms the
corresponding nomination item. During stock projection, you can use the reported quantities to calculate nominations into and
out of the physical inventory.
You enter the uncon rmed quantities from nominations as reported quantities using the Reported Quantities function in the
Stock Projection Worksheet. To do this, in the Stock Projection Worksheet maintenance screen select the nomination and
choose Utilities → Reported quantities . In the Report Into Inventory dialog box that appears, enter the nomination quantities
that you want to include in Stock Projection Worksheet.
Scheduled Quantity
The REC-Sched. and ISS-Sched. columns display the quantities scheduled in a nomination on a particular date. The
corresponding nomination number is displayed in the REC-Nomination or ISS-Nomination column. If there are multiple items
scheduled in the nomination for the same date, the quantities are added and the total quantity is displayed. You can view the
quantity of each item by selecting the nomination number and selecting Nomination References on the toolbar. A dialog box
appears showing each item of the nomination.
When multiple nominations are relevant to one scheduled quantity, the word Multiple appears and you can navigate to the
individual batches. The quantities are highlighted, if there is a relevant TSW Worklist item.
Nomination Number and Status
The REC-Nomination and ISS-Nomination columns show the identi er for the nomination that corresponds to the Stock
Projection Worksheet item. The REC-Nom Status and ISS-Nom Status columns show the overall status of the nomination. A
nomination can be scheduled but not actualized, partially actualized, or completely actualized. Actualized nominations contain
line items that have been con rmed through tickets.
Actual Quantity
The REC-Actuals and ISS-Actuals columns show the sum of all actualized quantities (quantity from a nomination or nomination
item for which a ticket exists). The system ignores these quantities when the projected inventory is calculated for the Stock
Projection Worksheet. Actual quantities are displayed for the current date or days in the past.
Tickets
The REC-Ticket and ISS-Ticket columns show the sum of all ticket quantities for a particular date (corresponds to the ticket
end date). You can view all the tickets that correspond to the quantity by double-clicking on the ticket eld.
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Rack Issues
Forecast Quantities
The Forecast rack issues column shows the forecast quantities for rack issues. These gures are either provided by an external
forecast tool, by the TSW forecast routines, or by the forecast values entered in the Attributes tab.
Corrected Rack Issue
In the Corrected rack issue column you can manually enter gures to replace the forecast gures generated by the Stock
Projection Worksheet with your own. You manually enter rack forecast gures in the Rack Forecast area of the Attributes tab by
selecting the Manual checkbox and entering the desired gure.
The settings you make for the stock projection parameters in Customizing determine if the values entered in the Stock
Projection Worksheet overwrite the rack forecast or are added to the forecast gures.
Actual Rack Issue
The Actual rack issues column displays the actual quantities for rack goods issues. In Customizing for the Stock Projection, you
enter the modes of transport used for goods movements that are to be considered when the system generates the Stock
Projection Worksheet for rack issues. The Stock Projection Worksheet only shows the quantities for actual rack issues for the
current day or days in the past.
Attributes
On the Attributes tab you can view the data used to generate the Stock Projection Worksheet, such as the rolling period, days in
past, Stock Projection Worksheet unit of measure, conversion factor, book inventory, and relevant planning parameters, as well
as, the parameters used to calculate the forecast gures for rack issues.
Starting Date
The starting date is the rst day used when the system generates the Stock Projection Worksheet.
Rolling Period
The Stock Projection Worksheet uses the days in past values and rolling period values from the master data record of the
transport system or location.
The Rolling Period is used to de ne the number of days for which the Stock Projection Worksheet is displayed. In conjunction
with the days in past value, this de nes the start and end date for the Stock Projection Worksheet.
Stock Balancing
The stock balancing function is used to balance the incoming and outgoing movements in terms of projected stock gures.
Physical Inventory
You can use physical inventory gures as the basis for stock projection. You can view the physical inventory data by selecting the
Physical Inv. tab in the Stock Projection Worksheet.
You can maintain physical inventory data for a location, material, and valuation type. To do this, from the SAP Easy Access
menu, choose Logistics → Sales and Distribution → Bulk scheduling → Workbench → Stock Projection → Maintain physical
inventory.
Quality Calculation
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The Quality calc. tab displays the results of the Reid Vapor Pressure (RVP) calculation. When you select the Quality calc. tab,
the system calculates the average weighted RVP based on the bulk receipts and their RVP value. To include RVP calculations in
your stock projection, you must maintain RVP values in nominations.
During the calculation for weighted RVP, the system multiplies the Stock Projection Worksheet inventory by the RVP value
before receipts, adds the scheduled receipts multiplied by the RVP value in the nomination, and divides that gure by the
inventory plus the scheduled receipts.
Activities
Simulation Scenarios during Stock Projection
You can create simulated (what-if) nominations using the What-If Popup function in the Stock Projection Worksheet. Using the
what-If popup, you can simulate the impact of nominations on the inventory. There are several what-if scenarios for simulating
changes to the inventory:
What-if simulation based on an existing nomination
What-if simulation by creating a new nomination
After entering the what-if gures for the nomination, you can apply the what-if items to the Stock Projection Worksheet from
the what-If popup. The system then includes the what-if nomination quantities in the inventory calculation.
You can also collect what-if nominations by adding them to the What-If Clipboard . From the What-If Clipboard you can create or
change the nominations and apply the what-if nominations to the Stock Projection Worksheet. Because the clipboard moves
with you as you switch between Stock Projection Worksheet screens, you can use the clipboard to collect and continually modify
those what-if scenarios that need to be committed to the schedule.
To support nomination balancing, the clipboard lists the what-if data and shows the sum of the currently scheduled volumes and
the sum of the proposed what-if volumes. Using the what-if popup and clipboard, you can create nominations directly from the
Stock Projection Worksheet to handle uctuations in inventory as they become evident.
Alternate Starting Inventory
You can simulate the projected inventory based on a different starting inventory rather than the SAP book inventory. On the
Attributes tab, select the Altern.opening checkbox and enter the quantity for the starting inventory. Choose Enter and view the
projected inventory on the Stock Projection tab.
Average Consumption
You can select View Average Consumption to view the average consumption rate per weekday for the rack issue. The average is
based on the values entered for the history horizon and offset.
Switch Between Forecast and History Figures
The Stock Projection Worksheet shows the stock projection for a xed number of days in the past and future, depending on what
is de ned in the master data. You can expand the Stock Projection Worksheet beyond these time frames. You can navigate
between the Stock Projection Worksheet results for days in the future and for days in the past within the 90-day horizon of the
Stock Projection Worksheet. To do this, in the menu choose Stock Projection → Expand into past days or Expand into future
days. Alternatively, you can select the arrow pointing left in the toolbar to see the Stock Projection Worksheet results for days in
the past or select the arrow pointing right to see the forecast for additional days in the future.
You can save your changes to the Stock Projection Worksheet by choosing Save .
Regenerate Stock Projection Worksheet.
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After making changes to the Stock Projection Worksheet, you can ensure that the system updates the Stock Projection
Worksheet based on your changes, by saving your changes and selecting Stock Projection → Re-generate
When you select Re-generate , the system generates the Stock Projection Worksheet again based on the combination of
location, transport system, and material you entered in the selection area of the Stock Projection Worksheet. The regenerate
function has an affect similar to leaving the Stock Projection Worksheet, generating the Stock Projection Worksheet for the last
objects in the Stock Projection Worksheet, and entering the Stock Projection Worksheet again. Using this function, you can view
the most up-to-date forecast gures and replenishment proposals.
Stock Projection Type
Use
The stock projection type determines the time increment that the system uses to display the Stock Projection Worksheet
(SPW). Stock projection types are available to display the inventory forecast in days, weeks, or months in the future.
You can set up authorizations for stock projection types, so that only certain users with authorization for a stock projection type
can make changes to an SPW using that stock projection type.
Each time you enter the Stock Projection Worksheet, the system displays a dialog box where you must enter the stock
projection type.
Prerequisites
You de ne stock projection types in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Stock Projection
De ne stock projection types.
Activities
1. From the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk Scheduling Workbench Stock
Projection List .
2. In the Select/Change Stock Projection type dialog box that appears, select the stock projection type that you want to
use and choose Continue (Enter).
The system automatically proposes the default type BASIC , which displays the stock projection data in days. If you
select the stock projection type WPLAN , the system displays the inventory forecast in the Stock Projection Worksheet
by weeks. In this case, all the quantities in the SPW columns are calculated for intervals of weeks. You can also select a
stock projection type to display the forecast gures by month.
3. In the Stock Projection Worksheet screen, You can change the stock projection type by choosing Stock
Projection Change Stock Projection type in the application toolbar. Select the stock projection type you want to use.
In the Stock Projection Worksheet screen you can create what-if nominations based on a different time interval than what the
system displays based on the stock projection type. For example, in a SPW by weeks, you can create a what-if nomination based
on daily quantities.
1. To do this, in the Stock Projection Worksheet screen, choose Stock Projection Change Stock Projection type.
2. I n the Select/Change Stock Projection type dialog box, choose the type WPLAN . Choose Enter .
3. In the Stock Projection Worksheet (WPLAN)-Display screen, enter the selection criteria, such as location, transport
system and material.
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4. Choose Stock Projection Display<->Change or select Display<->Change in the application toolbar. The screen changes
to maintenance mode.
5. In the Stock Projection tab, select a line item, such as the current week and choose Utilities What-if Popup . In the
dialog box that appears, you can enter quantities to simulate bulk movements and view the effect in the SPW.
6. Enter the nomination data, such as the schedule type, reference document indicator, and scheduled quantity.
7. Enter a schedule date based on an interval of days, such as the day after tomorrow.
8. Choose Return to Stock Projection . The system applies the simulated bulk movement to the SPW, whereby the system
aggregates the scheduled quantities for the current week. You can view these quantities in the What-If column of the
Stock Projection tab.
9. Choose Save .
Optional: You can copy a higher-level time interval of what-if data to a lower-level interval. For example, you can copy what-if
data from a weekly or monthly plan to a daily plan.
1. To do this, in the SPW maintenance mode, choose Utilities Copy What-if type .
2. The Change Type dialog box appears.
3. Enter the time interval that you want to copy from and to, such as from a weekly plan to a daily plan. Choose Execute .
4. Choose Save .
Document Relevance
Use
You can use documents from the components Materials Management (MM) and Sales and Distribution (SD) in Trader’s and
Scheduler’s Workbench (TSW). The system uses these documents for many processes and functions in TSW, such as to calculate
inventory quantities in the Stock Projection Worksheet (SPW) or to calculate demand and supply quantities in Three-Way
Pegging and Location Balancing. You also assign these documents to nominations and to movement scenarios to determine
how the system is to process and post the quantities during ticketing.
To use these documents in TSW processes, you must rst make these documents relevant to TSW applications. You do this by
assigning TSW relevance and/or SPW relevance, as well as by making the necessary settings in Customizing for Document
Relevance and TSW Details.
Integration
Stock Projection Worksheet (SPW)
During stock projection, the system takes into account certain SAP documents, including TSW nominations and tickets. You can
set up the system to take into account product quantities from sales and purchase orders, customer contracts, purchase
requisitions, reservations, Stock Transfer Orders (STOs), and Stock Transfer Requisitions (STRs), and quotations.
Location Balancing
During Location Balancing, the system calculates the inventory of one or more locations and projects the closing inventory. The
calculation is based on the planned opening inventory (can be manually entered), planned transfers, supply avails and demand
quantities. You can also set up the system to derive demand and supply items directly from contracts or current inventory
positions.
Three-Way Pegging (3WP)

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During Three-Way Pegging the system uses supply avails and demand items that you create or change during the Location
Balancing process (resolving imbalances), what-if simulation, or that the system directly collects from contracts and current
inventory positions (Stock Projection Worksheet).
You can display quantities from purchase requisitions and reservations as consumed items in the Demand Items and Supply
Avails areas of Three-Way Pegging, but you can not assign these items to the Distribution Schedule.
Overview of Document Settings for TSW Applications
The table below provides an overview of the basic settings required to make documents relevant to certain TSW applications for
planning and scheduling purposes. Details about these settings are described below for each document type.
The settings forThree-WayPegging and Location Balancing are identical to the document settings that you make for the Stock
ProjectionWorksheet. However, forThree-WayPegging and Location Balancing you must de ne the usage of simulated schedules
in Customizing. You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Basic Functions De ne
usage of simulated schedules.
The following key identi es the settings depicted in the following table for each application:
n Document-Relevance in Customizing for stock projection
g TSW-Relevance in TSW-Details for the document item
Document SPW, 3WP, & Location Balancing Nomination & Ticketing
(planning) (including publishing of nominations

from SPW, 3WP, and Location Balancing)
Sales Order n g
Purchase Order Not required, but can be set to default TSW- Depends on the nomination check routines,
relevance into documents. for example to only schedule TSW-relevant
Stock Transfer Order documents.
Quotation
Contract (sales and purchase) n g
You must select stock projection as Depends on the nomination check routines,
application. for example to only schedule TSW-relevant
documents.
Purchase Requisition n g
Reservation You must select stock projection as You can assign existing purchase
application. requisitions, reservations, and stock
Stock Transfer Requisition transfer requisitions to nominations.
Activities
Sales Orders
To make a sales order TSW relevant:
1. In the SAP Easy Access menu, choose Logistics Sales and Distribution Sales Order Change and enter the sales order
number in the initial screen.
2. Select Sales (sales overview) from the toolbar.
3. In the Change Standard order: Overview screen that appears, select the line item and choose TSW Dtls.
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4. In the TSW details dialog box that appears, select the TSW rel. checkbox.
TSW Details are de ned for each order item. Making an order item TSW relevant causes the system to use these order items
when generating the Stock Projection Worksheet, even if they are not referenced in a nomination.
You can optionally default ticket relevance for sales orders. You do this in Customizing by choosing General Settings
Document Relevance De ne SD Relevance . Here you select Carrier ticket (3) as the application. However, when you select
this, the system automatically sets the TSW-relevance indicator in the TSW Details of the item, and you can then no longer
deselect the indicator for the document item.
Purchase Orders
To make a purchase order TSW-relevant:
1. In the SAP Easy Access menu, choose Logistics Materials Management Purchasing Purchase Order Change and
enter the purchase order number in the screen that appears.
2. Select Document overview from the toolbar.
3. In the Standard PO screen, select the line item and choose the TSW Details tab in the item section of the screen.
4. On the TSW Details tab, select the TSW rel. checkbox.
TSW Details are de ned for each order item. Making an order item TSW relevant causes the system to use these order items
when generating the Stock Projection Worksheet, even if they are not referenced in a nomination.
You can optionally default ticket relevance for purchase orders. You do this in Customizing by choosing General Settings
Document Relevance De ne MM Relevance . Here you select Carrier ticket (3) as the application. However, when you select
this, the system automatically sets the TSW-relevance indicator in the TSW Details of the item, and you can then no longer
deselect the indicator for the document item.
Stock Transfer Orders and Quotations
To include Stock Transfer Orders (STOs) and Quotations in the Stock Projection Worksheet, you must select the TSW-relevance
indicator in the TSW-Details dialog box accessed on item level.
Contracts (Sales and Purchase)
You can set up the system to take contracts into account during stock projection. To do this, you must assign SPW-relevance in
Customizing.
In Customizing you can also implement a Business Add-In for stock projection relevance. When you create or change a contract
that you plan to use in stock projection on and/or assign to nominations, you must assign stock projection relevance and TSW
relevance on item level in the TSW-Details dialog box.
When you save a contract that is stock projection relevant, the system updates the Stock Projection Worksheet with the
quantities from the contract. The Stock Projection Worksheet displays the contract quantities according to the schedule dates.
The system displays the contract item quantities with the contract start date, the end date (on header or item level), and the
quantity or rate.
SPW-Relevance for Contracts
You must maintain SPW-relevance for contracts in Customizing by choosing General Settings Document Relevance De ne
SD Relevance . Here you select Stock projection logic (4) as the application.
You can optionally default ticket relevance for contracts. You do this in Customizing for SD relevance by selecting Carrier ticket
(3) as the application. However, when you select this, the system automatically sets the TSW-relevance indicator in the TSW
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Details of the item, and you can then no longer deselect the indicator for the document item.
You can implement a Business Add-In for contracts in Customizing by choosing TSW (Trader's and Scheduler's Workbench)
Stock Projection Maintain Business Add-Ins for Stock Projection Business Add-In for stock projection relevance .
Reservations, Purchase Requisitions, and Stock Transfer Requisitions
When you create a purchase order with reference to a TSW-relevant purchase requisition, the system clears the relevance
settings of the purchase requisition. As a result, the purchase order appears in the Stock Projection Worksheet in place of the
purchase requisition.
You can use reservations, purchase requisitions, or stock Transfer Requisitions (STRs) to publish nominations. To use purchase
requisitions and stock transfer requisitions for scheduling in nominations, you must select the TSW-relevance indicator in the
TSW Details of the document items. The procedure for activating the TSW relevance for these documents is similar to the steps
described above for purchase orders.
You maintain TSW relevance for reservations in Customizing by choosing General Settings Document Relevance De ne
reservation relevance. Here you select Carrier Ticket (3) as the application.
The system checks the TSW and Stock Projection relevance of these documents in the background when you save the
documents.
SPW-Relevance for Reservations
You maintain SPW-relevance for reservations in Customizing by choosing General Settings Document Relevance De ne
reservation relevance. Here you select Stock projection logic (4) as the application.
SPW-Relevance for Purchase Requisitions and STRs
You maintain TSW-relevance for purchase requisitions and STRs in Customizing by choosing General Settings Document
Relevance De ne MM Relevance . Here you select Stock projection logic (4) as the application.
Movement Scenarios for Reservations, Purchase Requisitions and Stock Transfer Requisitions
You can use the following movement scenarios de ned in Customizing to schedule shipments using purchase requisitions and
stock transfer requisitions (the codes for the movement scenarios are speci ed in parentheses):
Purchase into transport system at location (31 and 32)
Purchase requisition into location (33)
Stock transport from location into transport system (34 and 35)
Stock transport from transport system into location (36)
You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Nomination Customize TSW movement
scenarios .
Document Quantity Update without Nominations
Use
You can make sales and purchase orders relevant for stock projection, even when the documents are not relevant for scheduling
in a nomination. In this case, the system does not use nominations to consume the quantities from outstanding orders in the
Stock Projection Worksheet (SPW). When calculating the projected inventory, the SPW takes into account the quantities from
sales and purchase orders based on goods issues or goods receipts for these orders.
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Prerequisites
In Customizing for the stock projection parameters, you choose the DocsCnsumption indicator so that the SPW calculates the
quantities from sales orders and purchase orders based on the corresponding goods issues or goods receipts.
For example, if a scheduler does not schedule a nomination referencing an order, but instead books a goods movement directly
(outside TSW). If this indicator is not set, orders in the SPW are consumed only by a nomination.
You set the indicator in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Stock Projection Specify
parameters for stock projection .
You implement a lter-dependent Business Add-In (BAdI) to determines if the system consumes (deducts or adds) the
quantity of an order item as the result of a goods movement. The lter value of this BAdI is the stock projection relevance of
the order item. You implement the BAdI in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Stock
Projection Maintain Business Add-Ins for Stock Projection Business Add-In for stock projection relevance .
The BAdI method OIJ_SPREL_GIGR_CONSUMPT determines if an order item shall be consumed by a goods movement or
not.You implement the BAdI methods OIJ_SPREL_03 (Consumption of SD orders by goods movements) and OIJ_SPREL_04
(Consumption of MM orders by goods movements) to make sales orders and purchase orders relevant for the enhancement.
Activities
When you post goods issues or goods receipts, the system does not perform a real -time update of the SPW header or inventory
column. Rather, the system calculates the consumption of sales and purchase quantities when generating the SPW.
Selection Area in Stock Projection Worksheet
Use
The Stock Projection Worksheet is divided into a selection area on the left and a results area on the right. The data you enter for
location, tank, material, transport system, batch and valuation type, determines the stock projection results that the system
displays in the tabstrip.
Activities
Multiple Selection
You can select multiple combinations of location and material or transport system and material in the selection area of the
screen. To do this:
1. In the menu of the Stock Projection Worksheet, choose Stock Projection Flexible Grouping/Multiple Selection .
2. Enter the combinations of locations, materials, transport systems, and tanks in the dialog box that appears.
3. Optional: Save the multiple selections as a screen variant. Using the screen variant, you can reuse the same multiple
selections each time you work in the Stock Projection Worksheet.
4. Choose Enter .
5. The system then displays the projected stock on the Stock Projection tab for the combination that you select.
Flexible Grouping
You can dynamically group locations or materials.
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To do this:
1. In the Stock Projection Worksheet menu, choose Stock Projection Flexible Grouping/Multiple Selection .
2. In the dialog box that appears, enter the locations or materials that you want to group. You can only group one or the
other.
3. Select the Aggregation by Location indicator or the Aggregation by Material indicator.
4. Optional: Save the selection as a screen variant.
5. The system displays the quantities on the Stock Projection tab based on the sum of all selected locations or materials.
Subtract Heel from Inventory
You can add or subtract the heel quantity from the starting inventory. The heel quantity is a certain tank inventory level. In
Customizing you specify which inventory constraint corresponds to the heel. You can designate various inventory constraints as
the heel, such as minimum inventory, unpumpable quantity, safety level, service level, target level, reorder level, and preferred
safety level.
To do this:
1. In Customizing choose TSW (Trader's and Scheduler's Workbench) Stock Projection Specify parameters for stock
projection .
2. In the Various Stock Projection Worksheet settings area of the screen, enter the type of constraint that the system is to
use for the heel quantity in the Heel eld.
You enter the heel quantity in the item details of the materials assigned to locations. The starting inventory in the Stock
Projection Worksheet initially includes the heel quantity. When you select Subtract Heel in the selection area of the Stock
Projection Worksheet, the system recalculates the inventory by subtracting the heel quantity de ned for the location. When you
select Include Heel , the heel quantity is added back to the inventory.
With Subtract Heel selected, the system uses the recalculated inventory as the basis for the subsequent calculation of
inventory forecasts, as well as the calculation of inventories for days in the past. Also, the system subtracts the heel quantity
from constraint levels, such as the safety level and target level displayed in the Stock Projection Worksheet.
Negative Inventory
During stock projection, you can take negative quantities into consideration when calculating the projected inventory. When you
select Acc. Negative (Accumulate Negative) in the selection area of the Stock Projection Worksheet, the system adds all
nomination quantities from product receipts to the negative inventory. By selecting Undo Acc Neg , the system adds
nomination quantities to the minimum inventory quantity.
 Example
There are scheduling situations in which it is necessary add goods receipts directly to the projected inventory in the Stock
Projection Worksheet, even when the projected quantity is a negative value. For example, when a company stores their own
stock at the terminal of another company. In such a case, the terminal operator often allows product to be lifted past the
negative level, because the overall inventory level at the terminal can still cover the product scheduled to go out of the
terminal.
Alternatively, there are scheduling situations in which it is not logical to add goods receipts to a negative value in the
projected inventory. For example, at a terminal where one company owns all of the stock, the inventory should not drop lower
than the lowest allowed tank capacity.
Flexible Stock Projection

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Use
you can save Stock Projection Worksheets (SPWs) separately for different planning versions, and you can display, change, and
compare the various SPWs.
Prerequisites
The following Customizing is relevant for exible stock projection.You make the settings in Customizing by choosing TSW
(Trader's and Scheduler's Workbench) Stock Projection
De ne stock projection types
De ne time buckets
To copy what-if versions in the Stock Projection Worksheet, you must de ne simulated schedules for the documents you plan to
use in stock projection simulation. You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Basic
Functions De ne usage of simulated schedules. Here you select the simulation application SP by months , SP by weeks , or SP
basic and assign the schedule category Documents in SP . Select the SimActive indicator.
Features
Stock Projection Types and Time Buckets
You can maintain stock projection data based on different stock projecction types (daily, weekly, or monthly), and based on
various time buckets (the granularity or aggregation level of a time plan).
Stock Projection Versions
You can save stock projection data independently using different versions and containing different time buckets. The system
generates and displays the version 000.
You can use the SPW to perform simulations (using the what-if clipboard). When working with simulations, you can save
different versions of what-if SPWs for the same object and then commit to the schedule the what-if version that suits your plan.
To save a SPW version, in the Stock Projection Worksheet – Maintain screen choose Utilities Copy What-if version.
Aggregation of Time Periods
The aggregation of time periods involves representing gures in time buckets to cover the various planning horizons and time-
plan granularity required.
Each planning version can in uence the next level of planning, for example, the rst year of the 5-year plan forms the basis for
the yearly operation plan. Therefore, you can copy the stock projection type within one instance of an SPW to a new instance
with another type. The system automatically aggregates the data to adjust from one time bucket pro le to the other.
What-If Simulation
Use
You use the what-if popup and what-if clipboard to simulate the affect of nominations on inventory gures in the Stock
Projection Worksheet. You use the What-If Popup to create simulated nominations by either entering new nomination data or
based on an existing nomination. You can add what-if nominations from the What-If Popup to the What-If Clipboard. You can also
use the clipboard to collect what-if nominations across multiple Stock Projection Worksheets.
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When you apply what-if nominations to the Stock Projection Worksheet, the system transfers the quantities to the what-if
columns of the Stock Projection Worksheet. When you publish what-if nominations, the system creates a new nomination or
updates an existing nomination.
The what-if clipboard is user-speci c, so that the data is only visible to the user who added the what-if nominations to the
clipboard. What-if data that you apply to the Stock Projection Worksheet or that you publish is visible to all users, because this
information updates the Stock Projection Worksheet.
Activities
What-If Popup
You can apply the what-if nominations to the Stock Projection Worksheet, in which case the quantities are transferred to the
what-if columns on the Stock Projection tab. You can also publish what-if nominations, in which case the system creates a new
nomination or updates an existing nomination, depending on how you created the what-if nomination.
You can use an existing nomination as the basis for creating a what-if nomination or you can create a new what-if nomination.
What-If Scenario: Using an Existing Nomination
1. In the Stock Projection Worksheet – Maintain screen, select a nomination in the Stock Projection tab.
2. Choose Utilities What-If Popup .
3. The Nomination What-If Popup dialog box appears. The what-if popup displays the nomination number, schedule type,
schedule date and quantity of the selected nomination. The system displays all nomination items of the selected
nomination in subsequent lines.
4. In the subsequent lines, enter the required data, such as the scheduled date and the simulated schedule quantity in the
SimSchdQty eld.
5. Select one or more what-if items and choose Return to Stock Projection in the toolbar to apply the what-if data to the
Stock Projection Worksheet. The system updates the what-if columns of the Stock Projection tab and calculates the
quantity for the what-if inventory column.
and/or
1. You select a line item in the What-If Popup and choose Publish Nomination in the toolbar to update the existing
nomination with the what-if data. The system updates the existing nomination in the background. The system updates
the Stock Projection Worksheet with the data from the What-If Popup.
2. Save and refresh the Stock Projetion Worksheet.
3. The What-If Popup no longer displays the what-if items that you published.
What-If Scenario: Creating a New Nomination
1. In the Stock Projection Worksheet – Maintain screen, select a line item in the Stock Projection tab.
2. Choose Utilities What-If Popup .
3. The Nomination What-If Popup:New Nomination dialog box appears.
4. The dialog box displays several lines where you enter nomination numbers, transport systems, schedule types, scheduled
dates and quantities to create what-if nominations.
5. Select one or more what-if items and choose Return to Stock Projection in the toolbar to apply the what-if data to the
Stock Projection Worksheet. The system updates the what-if columns in the Stock Projection tab and calculates the
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quantity for the what-if inventory column.
and/or
1. You select a line item in the What-If Popup and choose Publish Nomination in the toolbar to create a new nomination
based on the selected what-if data. The Nomination-Maintain screen appears. You can also publish in the background or
publish in dialog mode.
2. Enter the desired detail information for the new nomination and save the nomination.
3. Return to the Stock Projection Worksheet by choosing Back . Save and refresh the Stock Projection Worksheet. The
What-If Popup no longer displays the what-if items that you published.
What-If Clipboard
You can add what-if nominations from the What-If Popup to the What-If Clipboard. In the What-If Clipboard you collect and
update simulated nominations, and apply these nominations to the Stock Projection Worksheet. You can also publish what-if
nominations from the What-If Clipboard.
You can use the clipboard to collect what-if nominations across multiple Stock Projection Worksheets. You can double-click on a
what-if nomination in the clipboard to view the corresponding stock projection line item. The system automatically selects the
corresponding item, but does not close the clipboard.
The What-If Clipboard is user-speci c, so that the data is only visible to the user who entered the what-if nominations in the
clipboard. What-if data that you apply to the Stock Projection Worksheet or that you publish is visible in the Stock Projection
Worksheet to all users, because this information has updated the stock projection data.
Adding Nominations to the What-If Clipboard
1. In the Nomination What-If Popup dialog box, select one or more what-if nominations and choose Add to clipboard .
2. The system transfers the selected nominations to the Nomination What-If Clipboard dialog box. The What-If
Popupdisplays an icon for all line items that are added to the clipboard.
3. In the Nomination What-If Clipboard dialog box, select one or more what-if items and select Return to Stock Projection
to apply the what-if data to the Stock Projection Worksheet. The system updates the what-if columns of the Stock
Projection tab and calculates the quantity for the what-if inventory column.
4. and/or
5. You select Publish Nomination to update the existing nomination with the what-if data or to create a new nomination
based on the what-if data. The system updates the Stock Projection Worksheet with the data from the what-if clipboard.
6. Save and refresh the Stock Projection Worksheet. The What-If Popupno longer displays what-if items that you have
published. The What-If Clipboard still displays all published items, but you can no longer change the published items in
the clipboard.
7. To delete items from the clipboard, select the item and choose the Delete lines . Also, when you delete items from the
what-if popup the system automatically deletes these from the what-if clipboard.
Example
When a scheduler at a terminal recognizes uctuations in the inventory, it is often necessary to perform what-if scenarios to
simulate the impact of nominations on the stock projection . When the simulations seem to have balanced the inventory, the
scheduler can then commit the what-if nominations to the schedule.
Unreported Nomination Quantities

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Use
You can include quantities in the physical inventory of the Stock Projection Worksheet that are scheduled in nominations but
that are not yet con rmed by tickets. For example, you can use this function when you know product was received at a location
but the ticket has not been transmitted.
In Nomination Maintenance you can view the reported quantities entered in the Stock Projection Worksheet. The reported
quantities are displayed in the detail view of a nomination item. To view the reported quantities for a nomination, select the
nomination line item (or double-click on the line item), and in the item details section of the screen select the Reported Quan
tab.
Prerequisites
In Customizing you de ne how the Stock Projection Worksheet displays the reported nomination quantities. You do this in
Customizing by choosing TSW (Trader's and Scheduler's Workbench) Stock Projection Specify parameters for stock
projection.
Here you can select Use reported quantities functionality . When you select this indicator, the Stock Projection Worksheet
displays the sum of all nomination quantities that you have not manually entered as reported quantities. The sum represents
the unreported quantities for a location.
When the Use reported quantities functionality is not selected, the Stock Projection Worksheet displays the sum of all
nomination quantities that have not been con rmed by actualized tickets.
Activities
You enter the uncon rmed quantities of nominations as reported quantities using the Reported Quantities function in the Stock
Projection Worksheet.
1. From the SAP Easy Access menu choose Logistics Sales and Distribution Bulk scheduling Workbench Stock Projection
List.
2. in the Stock Projection Worksheet maintenance screen select the Stock Projection tab.
3. Select a nomination and choose Utilities Reported quantities .
4. In the Report Into Inventory dialog box that appears, enter the nomination quantities that have not been con rmed by
an actualized ticket but that you want to include in the physical inventory.
Generating the Stock Projection Worksheet
Use
The stock projection process consists of generating the Stock Projection Worksheet (SPW), using the SPW to view and change
forecast gures, and updating replenishment proposals. You can generate the SPW as a batch job or in dialog mode
(interactively).
The system uses the data from the SPW during planning to generate replenishment proposals for selected materials.
Prerequisites
The system generates the SPW for combinations of transport system and material or location and material, as well as valuation
type (owner), batch, and tank. These assignments are de ned in the material details of each location and transport system
master data record.
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Procedure
You can generate the SPW as a single task or you de ne a background job. Also, you can generate the SPW for batch materials
using the valuation type. The following procedure describes how to generate the SPW as a dialog task.
From the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk scheduling Workbench Stock Projection
Generate Stock Projection As dialog task (foreground processing).
or
Logistics Sales and Distribution Bulk scheduling Workbench Stock Projection Generate Stock Projection by batch As a
dialog task (foreground processing).
In the Stock Projection engine screen, enter the necessary data and choose Execute .
or
To generate the SPW by batch, enter the necessary selection criteria in the Stock Projection engine for batch screen and
choose Execute .
To view the SPW data, return to the SAP Easy Access menu and c hoose Logistics Sales and Distribution Bulk
scheduling Workbench Stock Projection List.
The Select/Change Stock Projection type dialog box appears. Enter a stock projection type and choose Continue .
In the Stock Projection Worksheet-Display screen, enter the desired combination of transport system and material, location
and material, tank and material, and/or valuation type and batch.
ChooseStock Projection Display<->Changeto make changes to the SPW.
After making changes to the SPW, you can ensure that the system updates the stock projection data based on your changes, by
saving your changes and selecting Stock Projection Refresh or Stock Projection Re-generate .
When you select Refresh , the system recalculates the projected inventory based on the most current data available. The
refresh function has an effect similar to leaving the SPW using the Back button. Any data you entered in the What-If Popup
dialog box or the Attribute tab is lost, if you do not save the data before selecting Refresh .
When you select Re-generate , the system generates the SPW based on the selection you made in the selection area. The
regenerate function has an effect similar to leaving the SPW, generating the SPW for the last objects selected, and entering the
SPW again.
Result
You have populated the SPW with stock projection data and can view and change this data.
A possible next step is to use the Planning functions to generate replenishment proposals based on the changes you made in
the SPW.
Multi-Material View
Use
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You use this function to both plan and amend bulk supply chain movements as well as to see an overview of current and
projected supply chain activities. Schedulers manage movements involving multiple materials in one transport (for example,
one marine vessel), and this function enables them to have aggregated and expanded views of stock levels of multiple materials
at a glance.
Schedulers can also use this function for better decision making on product substitutability at a particular location.
Features
You can use this function to aid and make scheduling decisions, track and project stock levels and assess future activities and
requirements for stock movements of multiple materials. You can also use this function for forecasting demands, scheduling
nominations, simulating what-ifs and for maintaining data for actual stock movements and current stock.
In liquid gas business scenarios for re ned products as well as for mining operations, the scheduler has to schedule a shipment
for multiple products. Certain products are often assessed together because items may later be combined, and in other cases
because they can be put in or out of a cargo (for example, due to quality issues). This enables the schedulers to see the stock
levels of multiple materials in a quick and easy manner.
This function has the following features:
A real-time view of several materials in one place. The schedulers can view the current and the projected inventory of
multiple materials at a particular TSW location.
The aggregated and individual inventory levels of substitutable materials
 Note
Activities
To have the exibility of displaying only the requisite material-speci c elds in the ALV tree, implement the method
select_material_attributes of the BAdI oij_spw_gui_badi.
Example
There are two substitutable materials CRUDELGT-Z4 and CRUDEMED-Z4 at location LOCGAL-Z4. Substitutable means, for
example, one material can replace another if there is not enough available stock or because of quality issues.
Location: LOCGAL-Z4Unit of Measurement: MBL (million barrels)
Date CRUDELGT-Z4 Base Inventory CRUDEMED-Z4 Base Inventory
April 8, 2007 1600 1700
April 9, 2007 1000 1900
April 10, 2007 2000 1500
April 11, 2007 2500 1000
April 12, 2007 2200 1200
In this example, there is a demand for 2500 MBL of CRUDELGT-Z4 on April 10, 2007 ; but according to the table, only 2000 MBL
of CRUDELGT-Z4 are available on April 10, 2007 . There is a shortfall of 500 MBL, meaning there is not enough stock available
to meet the demand.
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The shortfall of 500 MBL has to be compensated by another similar material. Since CRUDELGT-Z4 can be substituted by
CRUDEMED-Z4, the scheduler uses the multi-material view function to see the stock levels of both the materials on April 10,
2007 . The scheduler sees that the shortfall of 500 MBL can be covered by CRUDEMED-Z4 and schedules the movements
accordingly to meet the demand.
Original demand:
2500 MBL of CRUDELGT-Z4 on April 10, 2007
Scheduled movements:
2000 MBL of CRUDELGT-Z4 on April 10, 2007
500 MBL of CRUDEMED-Z4 on April 10, 2007
After the above movement, the stock levels of both materials can be summarized as:
Date CRUDELGT-Z4 Base Inventory CRUDEMED-Z4 Base Inventory
April 8, 2007 1600 1700
April 9, 2007 1000 1900
April 10, 2007 0 1000
April 11, 2007 500 500
April 12, 2007 200 700
Maintaining Physical Inventory for Locations and Tanks
Use
You can maintain the current physical inventory for a location and the tanks assigned to a location.
Procedure
1. In the SAP Easy Access menu choose Logistics Sales and Distribution Bulk scheduling Workbench Stock Projection
Maintain physical inventory.
The TSW Selection screen for Maintaining Physical Inventory appears. Here you enter the locations, materials, and batches for
which you want to maintain physical inventory data.
1. Enter the selection criteria, such as location, material, tank, and batch.
2. Choose Execute .
3. The Dates and UoM for Physical inventory dialog box appears. You can either accept the default values or enter
alternative dates and a Unit of Measure.
4. Choose Enter .
The TSW Maintain Physical inventory screen appears.
1. Choose Insert in the application toolbar.
2. Enter the data as required, such as the location ID, material, tank, batch, and date and time of the physical inventory.
3. In the Physical inv. eld you enter the current physical inventory for a location. By leaving the Tank eld empty, you can
maintain the physical inventory for the entire location. By inserting additional lines under the location, you can maintain
the physical inventory of each tank at that location.
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You can set up the system to ll the Physical inv. eld with data from an external source, such as a tank management system.
Choose Save .
Result
You can view the physical inventory details on the Physical inv. tab of the Stock Projection Worksheet. You can also view the
physical inventory quantities on the Attributes tab of the Stock Projection Worksheet and maintain the stock projection
attributes of tanks.
Manually Maintaining Production Quantities
Use
You can manually enter production quantities that the system then takes into account when generating the Stock Projection
Worksheet.
Procedure
1. In the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk Scheduling Master Data Node
Location Change .
2. The Change Business Location: Initial screen appears. Enter the location and choose Enter .
3. In the Change Business Location screen, select the Materials tab.
4. Select the material line and choose Detail or double-click on the line of the material for which you want to maintain
production quantities.
5. The Change TSW Location: Material Assignment Details screen appears. Select the SPW related tab.
6. In the Production planning area of the tab, enter the production planning type MAN in the PP type eld. You can now
manually maintain production gures for the location and material.
7. Choose Enter and then Save .
8. Return to the SAP Easy Access menu and choose Logistics Sales and Distribution Bulk Scheduling Workbench Stock
Projection Maintain Production data .
9. The Production Data Maintenance screen appears. Enter the selection criteria, such as location and material.
10. Choose Maintain Prod. Data in the application toolbar.
11. The Change Production Data screen appears. Choose New Line from the application toolbar to enter the production
data.
12. Enter the required data, such as location ID, material, from and to dates, production quantity and inverse production
quantity.
13. Choose Save .
14. Return to the SAP Easy Access menu and choose Logistics Sales and Distribution Bulk Scheduling Workbench Stock
Projection List .
15. The Select/Change Stock Projection type dialog box appears. Select a stock projection type and choose Enter .
16. In the Stock Projection Worksheet screen, enter the location and material for which you entered production gures and
choose Enter .
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17. To see the production and inverse production gures, you must rst choose Stock Projection Regenerate in the menu
or choose Regenerate in the application toolbar.
Result
The system generates the Stock Projection Worksheet for the location and material selection and displays the production
gures in the Production quantity column of the Stock Projection tab.
Batch-Speci c Units of Measure
Use
You can convert the Unit of Measure (UoM) for a batch during scheduling and perform stock projection based on the base UoM
and on a batch-speci c UoM.
Integration
You can set up the TSW master data and Stock Projection Worksheet (SPW) so that the system performs UoM conversions
based on the characteristics of a batch.
In the SPW, the system calculates the starting inventory based on the UoM from the batch -speci c conversion. If the UoM that
the system uses to calculate the SPW is batch -speci c, the system corrects all relevant document quantities in the SPW.
When calculating the SPW, the system converts nomination quantities, document quantities, and ticket quantities from the
batch-speci c UoM to the base UoM (and vice versa), taking into account the characteristics of the speci ed batch.
The SPW by batch shows the SPW for a location, material, and batch combination. This means that the system uses the book
inventory for the speci ed batch as the starting inventory in SPW and only planned or actual movements are shown in the SPW
which involve that batch.
In the case of batch-speci c UoMs, the SPW calculates the starting inventory based on the batch-speci c conversion, not from
the material conversion. This means, if the SPW UoM is batch speci c, the system checks all batches of the material assigned to
the plant and converts the base UoM of the materialto the batch-speci c UoM for the SPW.
In this case, the starting inventory in the SPW should be the same as the inventory in the stock overview. To check the stock
overview, in the SAP Easy Access menu choose Logistics Materials Management Material Master Other Stock Overview .
Prerequisites
You must de ne materials with batch-speci c UoMs in material master data records. The batch-speci c UoM for a material is
de ned as an alternative UoM in the material master data record.
To do this, from the SAP Easy Access menu choose Logistics Materials Management Material Master Material
Create/Change . In the Create/Change Material screen, choose Additional data in the application toolbar. In the screen that
appears, choose the Units of measure tab to enter alternative UoMs.
To de ne the classi cation of batches from the SAP Easy Access menu choose Logistics Materials Management Material
Master Batch Change . You de ne the batches in the Classi cation tab page.
Example
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For example in the mining industry, the base unit of measure (de ned in the master data record of the material) is typically
measured in wet ton (the physical weight including moisture). However, sales are made based on the dry ton. The moisture
content is a batch characteristic and the UoM conversion from wet to dry ton uses the batch characteristic for the UoM
calculation.
Three-Way Pegging
Purpose
You useThree-WayPegging to plan and schedule bulk shipments based on supply and demand information. The term three-way
refers to demand items (stock requirements or customer requests), supply avails (what is produced, purchased, or in stock),
and transportation avails (vehicles, vessels, or pipelines available to complete the shipment).
The term pegging refers to the matching of demand items to supply avails and transportation avails for the purpose of
scheduling of bulk shipments, such as marine voyages or pipeline batches. You plan and schedule bulk shipments, by assigning
the pegged items to the Distribution Schedule inThree-WayPegging. From the Distribution Schedule you can create carrier
nominations, as well as continuously update the schedule.
DuringThree-WayPegging the system uses supply avails and demand items that you create or change during the following
processes:
Resolving imbalances during Location Balancing
Entering what-if (simulated) quantities during Stock Projection
Generating the Stock Projection Worksheet (SPW) using sales and purchase orders, as well as contracts (TSW relevance and
SPW relevance required)
You can display the quantities from purchase requisitions and reservations as consumed items in the Demand Items and Supply
Avails areas ofThree-WayPegging. However, you can not assign these items to the Distribution Schedule.
You accessThree-WayPegging from the SAP Easy Access Menu by choosing Logistics → Sales and Distribution → Bulk
scheduling → Workbench → Three way pegging
The Three-way pegging - Maintain screen is divided into an object hierarchy on the left and a work area in the main part of the
screen. Because the system does not automatically display the object hierarchy when you enterThree-WayPegging, you must
select Toggle selection view to display the hierarchy. The object hierarchy shows the results of the selection criteria you enter.
The work area at the top of the screen is divided into separate areas that display supply avails, demand items, and
transportation avails. In the lower part of the work area is the Distribution Schedule where you assign the supply, demand and
transportation combinations for scheduling.
Prerequisites
Document Assignments
You must create the sales orders, purchase orders, purchase requisitions, quotations, reservations, freight contracts, and stock
transfer orders that form the basis for the demand, supply, and transportation items inThree-WayPegging.
To publish what-if (simulated) nominations from the Distribution Schedule, you must rst activate TSW-relevance in the
documents that you intend to assign to those nominations.
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Master Data
You must create the master data records for transport systems, business locations, materials, vehicles, and partners
(customers).
Customizing
In Customizing you can de ne certain parameters to adapt theThree-WayPegging function to your company-speci c
requirements.
Document Relevance forThree-WayPegging
You must assign stock projection relevance toThree-WayPegging, so that the system updates the quantities inThree-
WayPegging using the quantities initially generated by the Stock Projection Worksheet. You do this in Customizing by choosing
TSW (Trader's and Scheduler's Workbench) → Stock Projection → Specify stock projection relevance.
The system does not update quantities based on the SPW, if you manually change the scheduled quantity in the Distribution
Schedule. You can view any discrepancies between the SPW quantities and the scheduled quantities in a work list.
Activate use of What-If (Simulated) Nominations
You must activate the simulated schedules function forThree-WayPegging to create what-if (simulated) nominations from the
Distribution Schedule. You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) → Basic Functions
→ De ne usage of simulated schedules
Pegging Types and Validation Checks
You de ne pegging types to determine the processing parameters that the system uses during pegging. You can change the
pegging types delivered with the system to determine what document assignments the system allows for carrier nominations
(CN) or demand and supply items (DS) duringThree-WayPegging.
You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) → Basic Functions → Pegging → De ne
pegging type
You canimplement a lter-dependent Business Add-In (BAdI) to de neadditional check routines for the pegging types that you
use forThree-WayPegging. The system performs these validation checks when you peg, unpeg, assign or unassign items.
You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) → Basic Functions → Pegging →
Maintain Business Add-Ins for Pegging → Business Add-In for processing based on pegging type.
In addition to implementing the BAdI, you must assign the check routine to the pegging type.
De ne Carrier Nomination Types
You must de ne a nomination type for carrier nominations. You do this in Customizing by choosing TSW (Trader's and
Scheduler's Workbench) Nomination Basic Settings De ne nomination types
Use Document Quantities from Real-Time Stock Projection
So that the quantities inThree-WayPegging are always based on the most current data available fromnominations, tickets, or a
TSW-relevant sales or purchase orders, you must activate Real-Time Stock Projection . You do this in Customizing by choosing
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TSW (Trader's and Scheduler's Workbench) → Stock Projection → Specify parameters for stock projection
Alternatively, you can generate the Stock Projection Worksheet each time you want to see the most up-to-date inventory
gures.
Default Values for Pegging to Stock
You can select the schedule item type and the reference document indicator that the system is to use by default inThree-
WayPegging (serves as placeholder for the required demand or supply items at speci c location). You specify these parameters
in Customizing by choosing TSW (Trader's and Scheduler's Workbench) → Three-Way Pegging → De ne parameters for
pegging stock
Append Text Fields in Distribution Schedule
You can implement a BAdI to move comment text from the text box inThree-WayPegging and add the text to elds in the
Distribution Schedule. You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) → Three-Way
Pegging → Maintain Business Add-Ins for Three-Way Pegging → Business Add-In for comment texts.
Process Flow
1. You enter the selection criteria that the system then uses to determine the demand, supply, and transport data
forThree-WayPegging.
2. You can select the supply avails and demand items that you want to peg. When you peg a combination of supply and
demand, the system displays the items in the Distribution Schedule at which point you can no longer change their
quantities. Later, you can assign the pegged items to create a single, simulated carrier nomination.
or
1. You select the supply avails, demand items, and transport avails that you want to assign to a single, simulated carrier
nomination. The system displays the combination in the Distribution Schedule.
2. You can change the schedule lines in the Distribution Schedule.
3. You can publish schedule lines in the Distribution Schedule to create actual carrier nominations.
4. You can now update the published nominations in nomination maintenance. Alternatively, you can continue to adjust
schedule lines and update the carrier nominations from withinThree-WayPegging, whereby the nomination reverts to a
simulated nomination which you must publish again. When you publish again, the system overwrites the original schedule
data.
5. Save theThree-WayPegging data.
Integration
Three-Way Pegging also involves the following processes and functions:
Stock Projection
During Stock Projection you create demand items and supply avails based on contracts, production updates (from external
systems), or inventory levels. Three Way Pegging uses the results from the Stock Projection as the basis for scheduling carrier
nominations.
Location Balancing
The Location Balancing process involves comparing and balancing demand and supply (generated during Stock Projection) for a
given period to achieve a supply chain balance. You can use the supply and demand items that you create or change during the
Location Balancing process to create a Distribution Schedule inThree-WayPegging.
Nomination Maintenance
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You can use the Distribution Schedule as the basis for creating carrier nominations. You can assign schedule line items to a
simulated carrier nomination and publish the carrier nomination. When you publish a carrier nomination, you have the option to
have the system create the nomination in the background or to manually complete the nomination in Nomination Maintenance.
Three-Way Pegging also provides a validation routine that checks to ensure the data entered in the elds is correct. The
validation routine is based on the same Customizing settings that you de ne for nomination validation. To de ne the validation
checks, in Customizing choose TSW (Trader's and Scheduler's Workbench) → Nomination → Maintain Business Add-Ins for
Nomination → Business Add-In for nomination header validation and Business Add-In for nomination item validation.
Result
You have created a schedule of bulk shipments based on your supply, demand and available transportation. You have created
nominations that you can use to communicate with your partners, such as a carrier.
As long as the nominations are not con rmed, you can continue to change the nominations either in nomination maintenance or
from the Distribution Schedule. You can update carrier nominations based on factors such as, customer requests for a different
product, request for a different quantity or a different delivery date.
Example
Your customer SouthernOil requests light-grade crude and medium-grade crude, while your customer WesternOil also requests
light-grade crude. UsingThree-WayPegging, you nd that the supply location Adria can ful ll both of these demands. You match
these customer demands to the supply location. You then check the transportation avails to nd the most suitable vessel for
the shipment. You select the chartered vessel Lone Star. You assign the supply, demand and transportation combinations to the
Distribution Schedule. You select the schedule item in the Distribution Schedule and publish a carrier nomination.
Your customer SouthernOil requests more light-grade crude. You return to the Distribution Schedule and change the scheduled
quantity. You review the impact of your changes in the what-if column of the Stock Projection Worksheet. You are satis ed with
the effect and return to the Distribution Schedule to publish the simulated nomination line again.
Distribution Schedule
Use
You use the Distribution Schedule in Three-Way Pegging to build a schedule of shipments based on demand and supply items,
and available transportation. You assign these items to the Distribution Schedule thereby creating simulated carrier
nominations. You can update the simulated carrier nominations until you are ready to publish, at which point the system creates
actual carrier nominations.
Features
The following are some of the features available in the Distribution Schedule:
Assign/Unassign
When you assign items selected in the Supply Avails or Demand Items area of the screen, the system moves the items to the
Distribution Schedule and creates a simulated carrier nomination of peg type CN.
When you choose Unassign Item(s) ,the system removes the selected items from the simulated carrier nomination and returns
the items to the Supply Avails or Demand Items area of the screen. If you assigned the items to the Distribution Schedule using
the Assign w/ DS-Pegging (Demand-Supply Pegging) option, the system removes the items from the carrier nomination but the
items remain in the Distribution Schedule. In this case, you must unpeg the items to completely remove them from the
Distribution Schedule upon choosing Unassign .
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When you choose Unassign Vehicle(s) , the system removes the vehicle from the carrier nomination.
Peg Items/Unpeg Items
In the Demand Items area and Supply Avails area of the screen you can select one or more line items, such as a supply location
for a demand material. When you choose Peg items in the toolbar of the Distribution Schedule, the system creates schedule
lines for these items in the Distribution Schedule of peg type DS. At this point you can no longer change the scheduled quantity
for these items. To change the quantities, you must choose Unpeg item(s) , whereby the system moves the items back to the
demand and supply areas of the screen (as long as you have not assigned the items to a simulated carrier nomination).
Automatic Pegging
You can set up the system to perform automatic pegging. You activate automatic pegging by selecting Auto Pegging in the
toolbar of the Distribution Schedule (drop-down selection next to the Peg items button). When Auto Pegging is activated, each
time you choose Peg items for a demand and supply combination, the system automatically pegs these items using a routine
de ned in Customizing.
You de ne the check routine that the system uses during automatic pegging inCustomizing by choosing TSW (Trader's and
Scheduler's Workbench) Basic Functions Pegging Maintain Business Add-Ins for Pegging Business Add-In for processing
based on pegging type. Here you implement the BAdI method AUTO_PEGGING.
In Customizing you must choose the AutoPeg indicator for the pegging type Demand-Supply (DS) and assign a Check routine to
the pegging type DS. You do this in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Basic
Functions Pegging De ne pegging type .
Show/Hide Pegged Items
When you choose Show/Hide Pegged Items in the toolbar of the Distribution Schedule, the system generates a hierarchical
view of the pegged items (with pegging type DS and CN) in the Distribution Schedule. The system displays the hierarchical view
below the Distribution Schedule screen area.
Remaining Capacity
When you choose Remaining Capacity from the application toolbar in Three-Way Pegging, the system updates the capacity
information of the selected vehicle in the Distribution Schedule and Transportation Avails area. However, the system only
updates the transportation avails data, if the data matches what is in the Distribution Schedule. The system compares the
location ID, freight contract data, date range for the vehicle in both the Distribution Schedule and Transportation Avails area to
ensure that there are no discrepancies.
Show/Hide Comments
When you choose Show/Hide Comments in the toolbar, the system opens a text editor below the Distribution Schedule area of
the screen. Here you can enter comments for each line item of the Distribution Schedule. You can de ne multiple texts for each
line item.
You can also open the text editor by double-clicking on the Text Indicator (added via layout selection for Distribution Schedule).
As long as the text editor is active, you can navigate between the texts by double-clicking on any eld of the line item, such as
the PegID eld.
 Note
The comment texts that you create in the Distribution Schedule are intended to support your scheduling activities in Three-
Way Pegging. Therefore, you can only create texts for simulated nominations and these texts are not transferred into
Nomination Maintenance with the published nomination.
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Swap Items
You can swap demand items in the Distribution Schedule. The demand line items must belong to different simulated carrier
nominations. When you swap items, the system exchanges the customers and locations of the two demand items.
You can swap items as long as they are not assigned to nomination lines for which a ticket has been actualized. To swap line
items for which actualized tickets exist, you must rst reverse the ticket.
Splitting
When assign items to the Distribution Schedule, you can assign all or only part of the item quantity. You perform splitting by
changing the scheduled quantity for the assigned item. For example, if you assign a demand item with a quantity of 150,000
barrels, you can change the scheduled quantity in the Distribution Schedule to 70,000 barrels. The system then automatically
enters the remaining quantity for the item in the Demand Items area of the screen.
When you assign items using the Assign w/ DS-Pegging option, you must rst unpeg the items before you can split the quantity.
You cannot split quantities, if the system generates the items based on the pegging-to-stock option in the selection screen,
because in that case the system does not allocate quantities.
Limit Transportation Avails
When you choose Limit transportation avails , the system highlights the most suitable vehicles in the Transportation Avails
area. To do this, select a demand and supply combination in the Distribution Schedule and choose Limit transportation avails in
the toolbar.
To use this function, the demand and supply items must be assigned to the same simulated carrier nomination. When searching
for the most suitable transportation, the system compares the vehicle details with the location, material, and quantity of the
demand and supply items. For example, the system checks the vehicle capacity against the scheduled quantity of the supply
item.
In addition to highlighting the transportation avails, you can choose Icon Transp. Avails in the layout selection of the
Transportation Avails area. The system then displays the icon next to the most suitable vehicles.
Selecting Items for Three-Way Pegging
Use
Before you can begin pegging, that is, matching supply, demand and transportation items for assignment to the distribution
schedule, you must rst specify the range of items that the system is to include inThree-WayPegging.
Selection Screen Defaults
A defaulting option is available in the selection screen of Three-Way-Pegging. You can set up rules that the system uses to
default data into theThree-WayPegging selection screen, such as to default all real locations assigned to a speci ed planning
location. In the Selection for 3 Way Pegging Data screen, you enter the defaulting rule in the 3WP Default function eld and
choose the Default button.
A lter-dependent Business Add-In (BAdI) is available to implement the defaulting rules. You implement the lter-dependent
BAdI in Customizing by choosing TSW (Trader's and Scheduler's Workbench) -> Three-Way Pegging -> Maintain Business Add-
Ins for Three-Way Pegging -> BAdI: 3WP Selection Screen Defaulting .
Prerequisites
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You have created all of the necessary master data records for transport system, location, and material.
You have created the necessary documents that form the basis for the supply, demand, and transportation items in Three-Way
Pegging. These documents include, purchase orders, sales orders, quotations, purchase requisitions, stock transfer orders, and
freight contracts.
Procedure
In the SAP Easy Access Menu choose Logistics → Sales and Distribution → Bulk Scheduling → Workbench → Three
way pegging
In the Three-way-pegging – Maintain screen, select New Selection from the application toolbar.
The Selection for 3 Way Pegging Data screen appears.
In the General selection criteria area of the screen, enter the selection criteria to determine what data the system is to display
in Three-Way Pegging.
You must enter a general start and end date, a quantity and time unit of measure, and a carrier nomination type.
You can select Multiple Selection next to the Transportation system and Material elds to enter multiple transport systems
and materials.
Optional: Select Pegging to Stock , if you want to use location-material combinations inThree-WayPegging as demand or supply
items.
When you select this indicator, the system collects all location-material combinations that match the speci ed selection criteria
and displays them as both demand and supply items.
Optional: Select the checkbox Select no Distribution Schedule , if you want to exclude carrier nominations or simulated carrier
nominations from Three-Way Pegging.
When you select this indicator, the system does not display any results in the Distribution Schedule.
Enter additional selection criteria in the elds on the Demand Items tab, Supply Avails tab, Transportation Avails tab, and
Distribution Schedule tab.
Optional: Save the selection criteria as a selection variant. To do this, choose Goto → Variants → Save as variant. In the Save as
Variant screen enter a variant name and a description. Save the variant.
By creating selection variants, you can reuse the same selection criteria in the future. Each time you enter Three-Way Pegging
you can use a selection variant or select Init to enter new selection criteria.
In the Selection for 3 Way Pegging Data screen choose Execute from the application toolbar.
Result
You have speci ed the items that the system is to include in Three-Way Pegging. A possible next step is pegging supply avails,
demand items, and transportation avails.
Pegging Supply, Demand and Transport
Prerequisites
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You have selected the items for Three-Way Pegging by entering selection criteria or using a selection variant.
Procedure
To access Three-Way Pegging, in the SAP Easy Access Menu choose Logistics Sales and Distribution Bulk Scheduling
Workbench Three way pegging
The Three-way-pegging – Maintain screen appears. You can select Display<-> Change in the application toolbar to switch
between display and maintain mode.
Optional: select Show/Hide consumed lines in the application toolbar to show or hide items that are already assigned to
published or simulated carrier nominations.
Optional: you can further specify what information the system displays in Three-Way Pegging by selecting Set Filter… in the
toolbar of the Demand Items, Supply Avails, and Transportation Avails screen areas.
For example, to only show the demand items with a sales order or quotation assigned as the reference document, you select
Set Filter… in the Demand Items screen area. In the dialog box that appears you select Reference Doc Indicator from the right
column and select the left arrow. Choose enter. In the dialog box that appears, you enter the reference document types for
sales order and quotation (using Multiple Selection). Choose Copy and in the next dialog box choose Execute .
In the Demand Items area of the screen select one or more line items. When you select the button at the far left of a line item,
the system highlights the selected line. You can also select multiple lines by holding the control key while selecting the button.
In the Supply Avails area of the screen select the a line item, such as the supply location for the demand material. The system
highlights the selected line of supply avails.
In the Transportation Avails area of the screen, select a vehicle or freight contract. You can select Details in the toolbar of the
Transport Avails area to view more detailed information about the selected vehicle or freight contract, such as validity date
range, remaining capacity of vehicle, or next location on the vehicle route.
Select Assign in the toolbar of the Distribution Schedule . When you assign the items to the Distribution Schedule, you must
select one of the following options:
Assign w/o DS-Pegging : The system assigns the selected items to a simulated carrier nomination and moves the items to the
Distribution Schedule area of the screen.
Assign w/ DS-Pegging : The system assigns the selected items to a simulated carrier nomination and moves the selected items
to the Distribution Schedule . Additionally, the system assigns the pegging type Demand-Supply-Pegging (DS) to the selected
items and balances the quantities of the selected demand items and supply avails.
Saving the Screen Layout
You can save the current screen layout for future use.
1. To do this, select Save as template from the application toolbar in Three-Way Pegging.
2. In the dialog box that appears enter a planning pro le and pro le description.
3. Choose Save .
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When you make a new selection of the items you want to maintain in Three-Way Pegging, you can now enter the planning pro le
in the 3WP Pro le selection eld in the General selection criteria area of the selection screen. To return the screen to the
default layout delivered with the system, select Reset template in the application toolbar in Three-Way Pegging.
Result
You have matched supply avails with demand items, and assigned available transportation or freight contract. You have
assigned the pegged items to the Distribution Schedule which the system uses to create a simulated carrier nomination. A
possible next step is to maintain the Distribution Schedule, for example by making changes to scheduled items or publishing
simulated carrier nominations.
Maintaining a Distribution Schedule
Use
In Three-Way Pegging you build a schedule of shipments by creating simulated carrier nominations. You can update the
simulated carrier nominations until you are ready to publish, at which point the system creates actual carrier nominations.
Prerequisites
You must complete the pegging of supply avails, demand items, and transportation avails and assign the pegged items to the
Distribution Schedule.
Procedure
Updating a Distribution Schedule
In the SAP Easy Access Menu choose Logistics Sales and Distribution Bulk Scheduling Workbench Three way pegging
The Three-way-pegging – Maintain screen appears. Select Display<-> Change in the application toolbar to alternate between
the display and maintain mode.
You must select the items you want to maintain in Three-Way Pegging, if you have not already done so.
In the Distribution Schedule area of the screen, the system displays a line for each demand and supply item. You can assign the
items to a simulated carrier nomination and subsequently publish the simulated nomination.
Enter the required changes for the demand line and/or the supply line of the items in the Distribution Schedule.
Optional: Select Unassign in the toolbar of the Distribution Schedule to remove selected items from the simulated carrier
nomination.
When you select Unassign Item(s) , the system removes the selected items from the simulated carrier nomination and returns
the items to the Supply Avails or Demand Items area of the screen.
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If you assigned the items to the Distribution Schedule using the Assign w/ DS-Pegging (Demand-Supply Pegging) option, the
system removes the items from the carrier nomination but the items remain in the Distribution Schedule. In this case, you must
unpeg the items to completely remove them from the Distribution Schedule.
When you select Unassign Vehicle(s) , the system removes the vehicle from the carrier nomination.
Save the data.
Publishing Simulated Carrier Nominations
1. Select the line item or items in the Distribution Schedule for which you want to create actual carrier nominations. To do
this, select the button to the left of the line item. To select multiple line items, hold down the Shift key while selecting the
buttons.
2. In the toolbar of the Distribution Schedule select Publish to Nomination .
If you select Publish in background , the system creates a carrier nomination for the selected line items using background
processing. The system generates an error log during background processing which you can view.
If you select Publish with dialog , the system displays the information for the line item in Nomination Maintenance. If you choose
Save the system creates an actual carrier nomination. If you select Back , the system returns to the Three-way-pegging –
Display screen without creating an actual carrier nomination.
Save the nomination.
In the Three-way-pegging – Display screen, the system displays the nomination key.
To continue making changes to the Distribution Schedule, choose Display<->Change in the application toolbar.
You can update an actual carrier nomination from within Three-Way Pegging. To do this, select the carrier nomination in the
Distribution Schedule and make the required changes, such as assign new demand and supply items. The system creates new
line items (simulated carrier nominations) in the Distribution Schedule. Select the new line items and select Publish. The
system updates the carrier nomination based on the line items of the new simulated carrier nomination.
Saving the Screen Layout
You can save a preferred screen layout for future use.
1. To do this, select Save as template from the application toolbar in Three-Way Pegging.
2. In the dialog box that appears enter a planning pro le and pro le description.
3. Choose Save .
When you make a new selection of the items you want to maintain in Three-Way Pegging, you can now enter the planning pro le
in the 3WP Pro le selection eld in the General selection criteria area of the selection screen. To return the screen to the
default layout delivered with the system, select Reset template in the application toolbar in Three-Way Pegging.
Example
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You create a simulated carrier nomination to deliver 100, 000 barrels of light-grade crude to a customer. Based on information
from your carrier, you decide to split the delivery into two shipments. Therefore, in the Distribution Schedule you change the
scheduled quantity in the demand line to 30, 000 barrels. The system creates a new line in the Demand Items area of the
screen for the remaining 70, 000 barrels. You change the scheduled line for the supply correspondingly.
Planning
Purpose
Using the planning functions of Trader’s and Scheduler’s Workbench (TSW) you generate replenishment proposals for selected
materials based on data from the Stock Projection Worksheet. You also generate inventory gures for safety and target stock.
You can use both planning functions as a batch job or in dialog mode (interactively).
In the master data records for locations and transport systems you de ne planning relevant data, such as source, storage
constraints, batch constraints, and pipeline cycles. The planning engine recalculates the demand and supply throughout the
supply chain whenever changes are made to the planning details of relevant master data objects.
The master data used for replenishment planning can be a combination of either a transport system and material or a location
and material.
Prerequisites
You have created all the necessary master data records for transport systems, locations, and partner roles. You have made the
necessary assignments of partner roles to model the supply chain. You have de ned the planning details of materials in the
master data records for the transport systems and locations.
Before using the planning functions, it is necessary to generate the Stock Projection Worksheet.
Process Flow
Generating the Replenishment Proposal:
In the SAP Easy Access menu, choose Logistics → Sales and Distribution → Bulk scheduling → Workbench → Planning →
Generate replenishment proposals → As dialog task or De ne backgrnd job.
Calculate and Update Safety and Target Stock:
You can run the safety stock calculation routine to calculate and update the database entries for all selected TSW location-
material combinations.
In the SAP Easy Access Menu, choose Logistics → Sales and Distribution → Bulk scheduling → Workbench → Planning →
Generate Safety/Target Stock → As dialog task or De ne backgrnd job.
Result
The system updates stock projection entries and displays the proposals in the Stock Projection Worksheet.
The planning engine also generates Worklist entries for the following situations:
The source object is not able to provide the product for a demand object because the lead time is too short. In this case a
proposal is displayed for the demand object, but the proposal appears on the Worklist as no source identi ed .
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The planning engine generates the Worklist entry maximum batch size exceeded , after a check of the source object proposal
reveals that the maximum batch size is exceeded for the proposal date.
Replenishment Proposal
Use
During planning the system generates receipt proposals for a demand object and the associated issue proposals for a source
object.
Planning types determine how the system calculates the replenishment proposal. Because the system calculates for
replenishment, not sales, all of the planning types result in proposals where the quantities are positive values.
Features
You maintain planning types in the planning details of the master data record for the planning object (location and material or
transport system and material combination). The following planning types are supported:
No Planning De ned (NPL)
The planning object is not valid for planning and no planning proposals are calculated for the planning object.
Maximum Inventory Planning (MAX)
The system proposes quantities that match (rounded gures), but do not exceed, the maximum inventory level speci ed.
Target Inventory Planning (TGT)
The system attempts to match the target inventory speci ed. The quantities proposed by the system can exceed the target
inventory level.
Replacement Inventory Planning (REP)
In this case, no target quantity is speci ed. Instead the system attempts to match the predicted issues between two planning
proposal dates. Any previously scheduled receipts are taken into account.
Customer Inventory Planning (CIP)
This planning type is only possible when you use the user exit provided in the SAP enhancement OIJPLCIP. The user exit enables
customer-speci c inventory planning procedures when the replenishment proposal is generated for the demand object.
Activities
Planning methods determine on which dates planning proposals are made. Using the calendar method, the dates are given in
advance. With the reorder method the inventory levels in the Stock Projection Worksheet determine for which dates the system
makes the planning proposals. The dates referred to are dates for receipt planning. For example, a planning calendar de ned for
a pipeline would contain dates on which the pipeline will receive product from the de ned source in planning.
Calendar Method
A planning calendar is assigned to a planning object (transport system and material or location and material combination). The
calendar is updated with new planning dates prior to each replenishment proposal, and these dates then determine when
planning proposals are made.
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When using this method, it is important that any scheduled batches are updated with the new planning dates each time the
planning calendar is updated. The planning calendar is de ned in Customizing by choosing TSW (Trader's and Scheduler's
Workbench) Replenishment Planning De ne planning calendar.
Reorder Method
With this method a reorder point is de ned for the inventory which determines when the planning proposal is to be made. The
inventory level determines which planning dates are available.
Safety and Target Stock
Use
During planning the safety and target stock function adjusts uctuations in demand and irregularities in replenishment
schedules, such as those caused by transportation delays.
Safety and target stock is used in planning as a source of data for the Stock Projection Worksheet and the Worklist. The system
calculates safety and target stock levels using historical usage data, the factory calendar, and the calendar usage pro le.
The system automatically updates the Stock Projection Worksheet with target and safety stock quantities. You can also de ne
alternative values for target/safety stock. You can set up the system to use the alternative values and to automatically
recalculate and update the Stock Projection Worksheet based on these quantities.
Prerequisites
It is recommended that you generate the Stock Projection Worksheet prior to calculating the safety and/or target stock.
The following Customizing settings are relevant for the target and safety stock calculation. You make these settings in
Customizing by choosing TSW (Trader's and Scheduler's Workbench) Stock Projection Maintain Business Add-Ins for Stock
Projection
⇒ Business Add-In for time-dependent constraints
⇒ Business Add-In for calculation of safety stock
⇒ Business Add-In for the calculation of target stock
Coverage Pro le
In safety/target stock calculation, a coverage period is required. It may be necessary to periodically change the coverage
period. Pro les can be set up and assigned to locations, and any changes to the coverage period need only be made at the
pro le level, rather than changing the coverage period for every location-material master data record.
The Safety Cover or Target Cover is the number of days that need to be considered in the safety/target stock calculation
during planning. It is the number of days that the safety/target stock level should cover.
The coverage pro le is de ned in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Replenishment
Planning De ne a pro le for safety stock coverageorDe ne Pro le for Target Stock Coverage.
Calendar Usage Pro le
The Safety/Target Stock Calendar Usage Pro le makes it possible to de ne a percentage value for each weekday. If no percent
values are entered, all days are assumed to be full days. When a pro le is de ned and assigned, any changes apply only at the
pro le level. The pro le represents the company's opening hours policy, which generally will be similar for many locations.
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The calendar usage pro le is de ned in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Replenishment
Planning De ne a pro le for usage of safety stock calendarorDe ne Pro le for Usage of Target Stock Calendar.
History Horizon
The history horizon is the number of days of historical data that are to be taken into account during safety/target stock
calculation. You enter the history horizon in the item details of the materials assigned to a location.
Factory Calendar
If you want holidays to be ignored when you calculate safety/target stock based on historical gures, you must enter a factory
calendar ID. You enter the history horizon in the item details of the materials assigned to a location.
Activities
Master Data Maintenance for Target/Safety Stock
You de ne a target quantity and/or safety level for a particular material at a particular location. In the master data record for a
location-material combination, you enter target and safety quantities. You can also enter alternative parameters for the
dynamic calculation of target and safety stock. When you generate replenishment proposals or calculate target and safety
stock during planning, the system uses the dynamic values. These values are then also used when generating the Stock
Projection Worksheet. To de ne target and safety stock:
1. From the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk scheduling Master Data Node
location Change .
2. In the Change Business Location screen choose the Materials tab.
3. Select the material line and choose the Detail in the toolbar of the Materials tab.
4. In the Change TSW Location: Material Assignment Details screen, select the Inventory level tab.
5. Select Dynamic Target or Dynamic Safety . In the dialog box that appears, you enter alternative parameters for target
and safety stock.
6. Choose Enter .
7. Save the Location
Time-Based Target/Safety Stock Calculation
When calculating the target and safety stock, the system updates the target and safety quantities entered in the location
master data record. To perform more precise inventory planning, you can activate a time-dependent calculation of these
quantities, so that the forecast values adjust according to the Stock Projection time horizon. By selecting the indicator for the
time-based calculation of target and safety stock, the system takes the time-based factors into account during stock projection.
You maintain time-based target and safety levels in the material details view of the location master data record. To activate the
time-based calculation:
1. I n the Change TSW Location: Material Assignment Details screen, select the Inventory level tab.
2. Select Dynamic Target or Dynamic Safety in the Inventory level tab.
3. In the dialog box that appears, you enter alternative parameters for target and safety stock.
4. Select Calculate time-dependent target stock or Calculate time-dependent safety stock .
5. Choose Enter .
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6. Save the Location
Generate Safety and Target Stock
To run the safety/target stock calculation:
1. From the SAP Easy Access menu, choose Logistics Sales and Distribution Bulk
scheduling Workbench Planning Generate Safety/Target Stock As dialog taskorDe ne backgrnd job .
2. Enter the location and material.
3. In the IS-Oil TSW: Safety/Target Stock Calculation Report screen select Safety stock calculation and/or Target stock
calculation .
4. Choose Execute .
Automatic Update of Target/Safety Quantities in Stock Projection Worksheet
In the Stock Projection Worksheet on the Attributes tab, you can select the Auto Calculate Target checkbox. The system then
automatically updates the target inventory and safety level in the Stock Projection Worksheet based on the values from the
target/safety calculation.
Transportation Planner Role in Dynamic Scheduling
Use
You use the role of a transportation planner to access the dynamic scheduling application.
Dynamic Scheduling improves the scheduling functionality of TSW by bringing together major parts ofThree-WayPegging (3WP)
and Stock Projection Worksheet (SPW) into one (cross) application. This allows the scheduler to schedule and re-schedule
orders, vehicles and nominations. It also allows the scheduler to simulate a distribution schedule and analyze any impact on
other nominations and orders as well as the projected stock and stock availability. These simulated distribution schedules can
be discarded, saved or published as nominations.
Features
This function provides the following features:
You can use the selection screen for saving of variants for selection parameters, including dynamically calculated dates. The
selection screen looks like the 3WP selection screen, but includes Vehicle Type to distinguish between Rail, Freight Liner, Bulk
Ocean Carrier and Selection BAdI for Transport Avail . You can directly come to the selection screen using/through the
transportation planner role.
You can use the Dynamic Scheduling application to see an integrated view of SPW and 3WP. The scheduler is able to schedule
and re-schedule orders and vehicles on distribution schedules and nominations and directly see the impact on the projected
stock, without saving.
If you assign an order to a vehicle and you change the order schedule date so that it ts the vehicle departure date, you can
directly see the impact on the stock projection. It is integrated, and does not require saving before you can view the updated
SPW. It also allows simulation.
You can easily undo all of your last steps, one by one. You can also re-do all your changes.
Identical to Three-Way Pegging (3WP), Demands Supplies and Transport Avails are listed, with scheduling status information,
for example, un-scheduled demands and supplies in white and scheduled ones in grey (or hidden).
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You can also refresh Dynamic Scheduling application to see any updates which happened outside Dynamic Scheduling
The Dynamic Scheduling application is divided into different tabstrips like, Demand Supply Distribution Schedule
Transportation Avails 3 Way Pegging Single SPW Multi SPW Graphs and Messages
Demand: Readonly tab listing all the demand items in detail.
Supply: Readonly tab listing all the supply items
Distribution Schedule: Tab used to maintain distribution schedules
Transportation Avails: Readonly tab listing all the transport avails
Three-Way Pegging : This tab is identical to current Three-Way Pegging (3WP). You can use this function to do the following:
Automatically calculate remaining capacity upon any relevant changes
Distribution schedule/nominations are maintainable
Validate distribution schedule
Hide/show consumed/published items
Create schedules via assign
Delete the schedules via un-assign
Publish distribution schedules in background to nominations
Navigate into all demand, supply, freight documents and nominations, vehicle master data
You can also maintain vehicle information (for example, arrival and departure date of a vehicle, vehicle freight offer unused and
vehicle freight scheduled, route, capacity and timetable). This information comes from the freight department for chartered
vehicles (vessels, trains) for bulk, with exibility in routes and destinations, or the information is sent from the carriers, via a
freight department, typically with a xed route in this case. A way to maintain this information is via a speci c nomination type,
a freight liner offer (including timetable), that can be used in the Three-Way Pegging (3WP) Transport Avail tab.
Single and Multi SPW
Single SPW : This tab displays SPW objects arranged in tree structure and you can see the details by choosing a particular
entry.You can also see aggregation on materials/locations as per the selections screen. You can navigate into all the documents
and nomination as per the current SPW.
Multi SPW You can use this tab to see the stock projection for multi location/multi materials including batches.You also have the
ability to navigate from multi stock projection into a more detailed single stock projection view. You can also navigate into
nominations.
In SPW, changes to quantities are done by simply overtyping the number in the IN/OUT column. It is possible to modify/change
the quantity in the inventory column for a particular date in the following scenarios:
If a nomination already exist/or no nomination exist for that date, then a new simulated schedule is created based on the delta
in the quantity.
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If a simulated schedule already exists, changes to inventory would update the quantity for that simulated schedule.
You can view the effect of the base inventory change via different colors. If the base inventory is negative it shows red, if it is
below safety stock it is yellow and if it is below minimum inventory it is orange.
Graphs : See a graphical view of the projected stock across locations, transport systems and materials.
Messages : Contains application relevant messages for a dynamic scheduling session .
Activities
To use your business-speci c data processing for getting the stock projection data in the Dynamic Scheduling application,
implement the Business Add In BAdI: SPW Backend in Dynamic Scheduling (DYN_SCHED_SPW_BCKEND).
You can add custom de ned elds to the Demand Items Supply Avails Transportation Avails Distribution Schedules Single SPW
and Multi SPW in the Dynamic Scheduling application. For more information, see Custom De ned Field in Dynamic Scheduling
Application Tables .
Custom De ned Field in Dynamic Scheduling Application

Tables
Purpose
You can add custom de ned elds to the Demand Items , Supply Avails , Transportation Avails , Distribution Schedules , Single
SPW and Multi SPW in the Dynamic Scheduling application.
Process Flow
Enhance the structures
To enhance the structures (transaction se11) follow the steps below:
For modifying the Demand Items table: Include the new eld in the structure OIJ02_DS_3WP in the customer include
CI_OIJ02_DS_3WP
For modifying the Supply Avails table: Include the new eld in the structure OIJ02_DS_3WP in the customer include
CI_OIJ02_DS_3WP.
For modifying the Distribution Schedules table: Include the new eld in the structure OIJ02_DS_3WP in the customer
include CI_OIJ02_DS_3WP.
For modifying the Transportation Avails table: Include the new eld in the structure OIJ02_DS_3WP_TRANS in the
customer include CI_OIJ02_DS_3WP_TRANS
For modifying the Single SPW table: Include the new eld in the structure ROIJ02_DS_SINGLE_SPW_CONTEXT in the
customer include CI_ROIJ02_DS_SINGLESPW_CONTEXT.
For modifying the Multi SPW table: Include the new eld in the structure ROIJ02_DS_MULTI_SPW_CONTEXT in the
customer include CI_ROIJ02_DS_MULTI_SPW_CONTEXT.
Enhance the Webdynpro Components (OIJ02_DS_WDR_COMMON, OIJ02_DS_WDR_3WP, and OIJ02_DS_WDR_SPW)
To enhance the Webdynpro Components, follow the steps below:
Choose transaction se80 and select the WebDynPro component from the dropdown list.
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Enhance the Webdynpro components OIJ02_DS_WDR_COMMON, OIJ02_DS_WDR_3WP, and OIJ02_DS_WDR_SPW by
doing the following:
Open the Webdynpro component that you want to enhance.
Switch to the enhancement mode for enhancing this object by choosing the Enhance button.
Create or use an existing container called Enhancement Implementation for your enhancement.
A dialog window opens up where you have to enter the Enhancement Implementation name and short text. By
con rming this dialog window you ensure that everything you create now will be an enhancement and not change
or even touch the underlying development object.
Enhance the Webdynpro Components (Demand Items, Supply Avails, Transportation Avails, Distribution Schedules and Single
SPW)
This step is not relevant for Multi SPW . For Demand Items , Supply Avails , Transportation Avails , Distribution Schedules and
Single SPW , you must do the following:
For enhancing the Demand Items table:
Open the Webdynpro component OIJ02_DS_WDR_COMMON in enhancement mode.
Open COMPONENTCONTROLLER and go to the Context tab.
Choose DEMAND node and right click. Choose the option Create Using the Wizard Attributes from Component of
Structure .
Choose the newly added eld in the customer include and add it to the context for demand.
Open the Webdynpro component OIJ02_DS_WDR_3WP in enhancement mode.
Open the COMPONENTCONTROLLER and go to the Context tab.
Choose the DEMAND node and right click. Choose the option Update Mapping to include the newly added eld to
this context as well.
Expand the Views node and go to the DEMAND_V . Choose the Context tab.
Choose the DEMAND node and right click. Choose the option Update Mapping to include the newly added eld to
Go to the Layout tab. Choose TABLE_DMD and right click on it. Select Insert Table Column .
Bind this newly added eld in the table to the newly added eld in the context.
For enhancing the Supply Avails table:
Choose the SUPPLY node and right click. Choose the Create Using the Wizard Attributes from Component of
Structure.
Choose the newly added eld in the customer include and add it to the context for supply.
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Choose the SUPPLY node and right click. Choose the option Update Mapping to include the newly added eld to
Expand the Views node and go to the SUPPLY_V . Choose the Context tab.
Choose the SUPPLY node and right click. Choose the option Update Mapping to include the newly added eld to
Got to the Layout tab. Choose TABLE_SUP and right click on it. Select Insert Table Column .
For enhancing the Distribution Schedule table:
Choose the DSCHED node and right click. Choose the option Create Using the Wizard Attributes from
Component of Structure.
Choose the newly added eld in the customer include and add it to the context for Distribution Schedule .
Choose the DSCHED node and right click. Choose the option Update Mapping to include the newly added eld to
Expand the Views node and go to the DSCHED_V . Choose the Context tab.
Choose the DSCHED node and right click. Choose the option Update Mapping to include the newly added eld to
Go to the Layout tab. Choose TABLE_DISTRIBUTIONSCHEDULE and right click on it. Select Insert Table Column .
For enhancing the Transport Avails table:
Choose TA and right click. Choose the option Create Using the Wizard Attributes from Component of Structure.
Choose the newly added eld in the customer include and add it to the context for transport avail.
Choose TA and right click. Choose the option Update Mapping to include the newly added eld to this context as
well.
Expand Views node and go to TA_V . Choose the Context tab.
Choose the TA node and right click. Choose the option Update Mapping to include the newly added eld to this
context as well.
Go to the Layout tab. Choose TABLE_TA and right click on it. Select Insert Table Column .
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Bind this newly added eld in the table to the newly added led in the context.
For enhancing the Single SPW table
Choose the SINGLESPWTABLE node and right click. Choose the option Create Using the Wizard Attributes from
Component of Structure .
Choose the newly added eld in the customer include and add it to the context for Single SPW table.
Open the Webdynpro component OIJ02_DS_WDR_SPW in enhancement mode.
Choose the SINGLESPWTABLE node and right click. Choose the option Update Mapping to include the newly
added eld to this context.
Expand the Views node and go to the SINGLE_SPW . Choose the Context tab.
Choose the SINGLESPWTABLE node and right click. Choose the option Update Mapping to include the newly
added eld to this context as well.
Go to the Layout tab. Choose TABLE_SINGLESPWDETAILS and right click on it. Select Insert Table Column .
Bind this newly added eld in the table to the newly added led in the context.
Enhance the Webdynpro Components (For setting the properties of theMulti SPWtable columns)
For setting the properties of the Multi SPW table columns, you must do the following:
Expand the Views node and go to MULTI_SPW . Choose the Methods tab.
Choose the method SET_COLUMN_PROPERTIES. You would nd additional buttons for Pre-Exit , Post-Exit and Overwrite-
Exit in the row that represents the method SET_COLUMN_PROPERTIES.
Pre-Exit Method: This self-contained, additional method is run directly before the original
SET_COLUMN_PROPERTIES method is called.
Post-Exit Method: This self-contained, additional method is run directly after the original
SET_COLUMN_PROPERTIES method is called.
Overwrite-Exit : This self-contained, additional method is run in place of the original SET_COLUMN_PROPERTIES
method.
By selecting the button you are navigated to an editor where you can implement your code for setting the column
properties.
Choose Save and Activate .
Filling the eld content for 3 Way Pegging
To ll the eld content in 3WP, follow the steps:
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Go to the method BIND_3WP_DATA_CC and create a Pre-Exit , Post-Exit and Overwrite-Exit .
This method bindsthe3WP data to theUI. If additional data needs to be boundthenupdatethe*outtabin the
internaltablesandbindittothecorresponding nodes.Youcanusea Pre-Exit , Post-Exit and Overwrite-Exit
methodsforthispurposeafter creatinganenhancementimplementation.
Filling the eld contentin Single SPW
To ll the eld content in Single SPW, follow the steps:
Go to method BIND_SINGLESPWCONTEXT_CC and create Pre-Exit , Post-Exit and Overwrite-Exit .
This method bindstheSPW data to theUI. If additional data needs to be

boundthenupdatetheIT_SINGLESPWDATAinternaltableandbindittothecorresponding node.Youcanusea Pre-Exit , Post-Exit and
Overwrite-Exit methodsforthispurposeafter creatinganenhancementimplementation.
Filling the eld contentin Multi SPW
To ll the eld content in Multi SPW , follow the steps:
Go to method FILL_CONTEXT and create a Pre-Exit , Post-Exit and Overwrite-Exit .
This method bindsthe MultiSPW data to theUI. If additional data needs to be

boundthenupdatethe<table> eldsymbolandbindittothecorrespondingnode.Youcanusea Pre-Exit , Post-Exit and Overwrite-Exit
methodsfor thispurposeaftercreatinganenhancementimplementation.
Worklist
Purpose
The Worklist process consists of generating the Worklist and using the generated Worklist report to view a list of action items.
You can generate the Worklist in dialog mode or as a background job.
Using the Worklist, you can view open issues, such as quantities that are unscheduled, nominations that are not balanced, and
nominations for which tickets have not been received.
The Worklist is integrated with the TSW Planning, Stock Projection, Location Balancing, and Nomination functions. You can
update the Worklist from these applications, as well as, navigate to the Worklist from these applications. You can also generate
a Worklist for open items from Demand Planning in the SAP Advanced Planner and Optimizer (APO).
Prerequisites
The system generates Worklist items based on the reason code settings you make in Customizing. For all sources of Worklist
data (stock projection, nominations, planning, location balancing), the Worklist engine checks the Customizing settings made for
the reason codes.
Process Flow
You populate the Worklist with data by generating the Worklist:
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1. In the SAP Easy Access menu choose Logistics Sales and Distribution Bulk
scheduling Workbench Worklist Generate As dialog task.
2. or
3. Choose Logistics Sales and Distribution Bulk scheduling Workbench Worklist Generate De ne backgrnd job.
4. In the Worklist Engine screen, enter the necessary selection criteria, such as Location ID, Nomination number, and
Date.
5. Select the reason codes.
6. Choose Execute .
To view the Worklist:
1. Choose Logistics Sales and Distribution Bulk scheduling Workbench Worklist List.
2. In the Worklist screen, enter the necessary selection criteria and reason code sources.
3. Choose Execute .
Result
The system generates action items based on the selection criteria and reason codes. The system displays the results in the
Worklist report.
Basis for Generating the Worklist
Use
The system generates the Worklist, whereby the system creates a list of exceptions. These exceptions provide a to-do list of
issues to be resolved. The system uses data from Planning, Stock Projection, nominations, Location Balancing, and Demand
Planning with the SAP Advanced Planner and Optimizer (APO). As a result, you can navigate from a Worklist item to the
corresponding application.
Worklist items are classi ed by reason codes. The reason code determines whether or not the system generates a Worklist item
and for which objects (nominations, nomination items, locations, and transport systems). In Customizing you can de ne
customer-speci c reason codes.
Prerequisites
The system generates a Worklist based on the selection criteria you enter. The reason codes determine which selection criteria
is mandatory. The following relationship exists between mandatory selection criteria and reason codes:
Stock Projection Reason Codes
Transport system and material combination
Location and material combination
Nomination Header Reason Codes
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Nomination number
Date
Nomination Item Reason Codes
Nomination number
Date
Planning Reason Codes
APODemand Planning Reason Codes
Location Balancing Reason Codes
Activities
The system generates Worklist items based on the reason code settings you make in Customizing. For all sources of data (stock
projection, nominations, planning, location balancing, and APO demand planning), the Worklist engine checks the Customizing
settings made for the reason codes.
If you select the Use ag for a reason code, the system generates Worklist entries with that reason code.
When you select the Delete ag, you can manually delete action items from the Worklist that have the corresponding reason
code. The system automatically deletes Worklist entries that are no longer valid because of the conditions associated with the
reason code.
Reason codes are de ned in Customizing by choosing TSW (Trader's and Scheduler's Workbench) Basic Functions Worklist.
You can Customize the reason codes that are used to generate the TSW Worklist. In Customizing for the Worklist you de ne
the reason code source and assign functions to Worklist reason codes. These functions are de ned in Customizing by choosing
General Settings Junction Functions. When the system checks a reason code, the assigned function is called. By Customizing
the Worklist reason codes, you can use the Worklist with non-TSW applications. For example, you can update the Worklist based
on data from an external system.
Worklist Report
Use
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In the Worklist report you can view a list of exceptions based on data from Stock Projection, nominations, nomination line items,
Planning, Location Balancing, and Demand Planning from the Advanced Planner and Optimizer (APO) based on a prede ned set
of reason codes. You can navigate from a Worklist item to the corresponding application, such as the Stock Projection
Worksheet or Nomination Maintenance.
Activities
You access the Worklist Report from the SAP Easy Access menu by choosing Logistics Sales and Distribution Bulk
scheduling Workbench Worklist List .
In the Worklist screen that appears, enter the required selection criteria and reason code sources. Choose Execute .
In the IS-OIL:TSW Worklist report screen, you can update the Worklist items by choosing Worklist Update Selection .
You can delete Worklist items by choosing Worklist Delete item .
A Worklist item is only logically deleted from the Worklist report, that is, it is moved to a set of deleted entries for the current
report. The system deletes Worklist items during Worklist generation, when the Delete ag is selected in Customizing for the
relevant reason code.
You can view a description of the Worklist reason code, and other technical details such as the creation or change date of a
Worklist item. To do this, select an item and choose Tech. Detl. (Technical Details) in the application toolbar.
You can save the Worklist to store the Worklist items until you generate the Worklist again for the same selection criteria.
Authorizations
Use
The authorizations provided by Trader’s and Scheduler’s Workbench (TSW) can be used to protect TSW data.
TSW provides authorizations for reports and for checks of TSW documents during TSW master data maintenance.
TSW authorizations are accessed using the following pro les:
J_OIJ_ALL All authorizations with Customizing
J_OIJ_ALLAPP All authorizations without Customizing
J_OIJ_DIS Display authorization with Customizing
J_OIJ_UPD Update authorization with Customizing
Structure
The authorization object O_J_REPALL controls the authorization to run TSW reports.
The system uses the following authorization objects for authorization checks on TSW documents during TSW master data
maintenance:
Transport system (O_OIJ_TSYS)
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This authorization object allows you to control the maintenance of TSW transport systems based on the plant, shipping type,
and activity. Possible activities are Display , Create and Change .
Location (O_OIJ_LOCN)
This authorization object allows you to control the maintenance of TSW locations based on the location type and activity.
Possible activities are Display , Create and Change .
Partner role (O_OIJ_PROL)
This authorization object allows you to control the maintenance of TSW partner roles based on the vendor group, customer
group, plant, storage location, and activity. Possible activities are Display , Create and Change .
Nomination (O_OIJ_NOMI)
This authorization object allows you to control the maintenance of TSW nominations based on the shipping type, plant, and
activity. Possible activities are Display , Create and Change .
Nomination (O_OIJ_NOM)
This authorization object allows you to control the maintenance of TSW nominations based on the transport system, transport
system carrier, shipper, location Id and nomination type. Possible activities are Display , Create and Change .
Ticket (O_OIJ_TCKT)
This authorization object allows you to control the maintenance of TSW ticket based on the transport system, transport system
carrier, shipper, location Id and nomination type. Possible activities are Correct , Reverse and Actualize .
Example
You have a user in your system, and you can access only those transactions which are assigned to you. When you login with this
user, the transaction which is authorized to you appears on the SAP user menu. In case you try to access the transaction which
are not authorized to you, you get an error message.
 Note
You must create all the necessary authorization objects and roles.
These authorization objects and roles are assigned to a user. To check the authorization for other transaction, you do the
following:
You create a new nomination.
You check that the nomination is free from errors.
You create a new ticket.
You check that the ticket is free from errors.
You Correct , Reverse and Actualize the ticket.
Archiving
De nition
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Archiving objects exist for TSW nomination documents and tickets.
Use
Nominations
You can use the archiving object OIJ_NOMIN to archive and delete TSW nomination documents.
You can use the following functions with OIJ_NOMIN:
Archive Report ROIJANMW
Delete Report ROIJANMD
Analyze Report ROIJANMV
Tickets
You can use the archiving object OIJ_TICKET to archive and delete TSW tickets.
You can use the following functions with OIJ_TICKET:
Archive Report ROIJATKW
Delete Report ROIJATKD
Analyze Report ROIJATKV
Structure
Nominations
When you use the archiving object OIJ_NOMIN, the system archives and deletes data from the following tables:
OIJNOMH Nomination header
OIJNOMI Nomination item
OIJNOMM Nomination-material balance check table
OIJNOMC Nomination copy table
OIJNE Nomination events
OIJNOMHVERS Nomination header version table
OIJNOMIVERS Nomination item version table
OIJNOMI_LDS Load/discharge scheduling for nominations
OIJNOMST Nomination status (header and item)
OIJNOMR Nomination reference documents
OIJNOMCOMM Nomination partner communication
OIJPEG Pegging of scheduled movements
OIJ_EL_DOC_I_REF Document item reference to nomination
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OIJ_SCHED Planned schedule lines
OIJ_STAGES Shipment stages
Tickets
When you use the archiving object OIJ_TICKET, the system archives and deletes data from the following tables:
OIJHCT01 Ticket table
OIJNOMH Nomination header
OIJDCOFL Ticket document ow table
Integration
Dependencies
Tickets belonging to nominations should be archived before archiving nominations.
Shipments from the Transportation and Distribution (TD) component of the Industry Solution Oil & Gas should be
archived after archiving TSW tickets and nominations.
The following archiving sequence is used for TSW:
1. Archive SD/MM related documents (deliveries, sales orders, and purchase orders)
2. Archive tickets for nominations
3. Archive nominations
4. Archive TD bulk shipments
Checks: Nominations
During archiving, the SAP System runs a check. A nomination can only be archived if the check veri es the following:
The retention time in Customizing for the nomination has been exceeded.
The nomination has the status Closed .
The subsequent documents in the document ow related to the nomination have the overall processing status of
Completed .
No tickets that are related to the nomination exist in the database.
Checks: Tickets
During archiving, the SAP System runs a check. A ticket can only be archived if the check veri es the following:
The retention time in Customizing for the ticket has been exceeded.
The ticket has the status Completed .
The subsequent documents in the document ow related to the ticket have the overall processing status of Completed .
The nomination related to the ticket has the Closed status.
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ILM-Based Information for the Archiving Objects

You can use the archiving objects OIJ_NOMINand OIJ_TICKET with the OIJ_NOMIN and OIJ_TICKET ILM objects as part of
SAP Information Lifecycle Management. In order to do so, you must activate the associated business function Information
Lifecycle Management (ILM) (transaction SFW5) and ILM_IS_OIL_02. For a decoupled TSW environment activate
ILM_TSW_ECC_01. The system then also displays the ILM Actions frame. You can use these actions to archive documents with
the retention periods de ned in the Information Retention Manager. You can also make snapshots (copies) of data or delete
data that ful lls the prerequisites.
For more information about the Relevance business functions for SAP ILM, see Activating SAP ILM.
For more information about ILM Enhancements in data archiving, see ILM-Speci c Enhancements to Archive
Administration
The following elds for OIJ_NOMIN and OIJ_TICKET are de ned in the ILM policy and are visible when processing ILM policies
(transaction IRMPOL):
Available Time Bases
Last Changed On (LAST_CHANGE_DATE)
If last change date is blank the CREATION DATE is used.
Available Condition Fields
Company Code BUKRS
The transport system (Intransit plant) company code.
Available Policy Categories
RTP: Retention Rules
RST: Residence Rules
For more information, see SAP Information Lifecycle Management.
Retention Time
Use
To specify how long nominations and tickets should stay in the system before it is possible to archive them, you can de ne a
minimum retention time. This is the interval in days between the last change to the nomination or ticket, and the point when
archiving can take place.
Activities
In Customizing you de ne retention times for nominations and tickets by choosing TSW (Trader's and Scheduler's
Workbench) Archiving De ne nomination and ticket retention time.
Actualization at Ticket Subitem
Use
You can use this function to enable the system to generate the follow-up documents on subitem level. For example, a delivery
document and goods movement (depending on the Junction functions Customization) is generated for each individual ticket
subitem.
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Features
This function has the following features:
Ticket Creation:
Ticket creation is at nomination level and all nomination sub-items will be copied onto the ticket sub-item. You can create new
sub-items in the carrier ticket.
A sub-item can be actualized only once.
This applies to all application types in sub-item and is not restricted to rail-car type.
Ticket Actualization
You can customize this to enable/disable actualization at ticket sub-item. If the sub-item actualization is active, you can select
the sub-items and actualize them. You can customize this to enable delivery and material document(s) to be created per each
sub-item. As per the movement scenario, all the other follow up documents are created at item level.
You can create new elds for delivery documents and add material document information to the sub-item table for display in the
ALV. Document Flow and Error log tables can be de-normalized to store multiple document information for each sub-item.
New tables can be created for Document ow and Error log with following information to store Material/Delivery document
details per sub-item:
Unique number Generated for DOCNO
Nomination key
Nomination item
Nomination sub-item
During actualization an entry will be created for each carrier ticket, in the existing Document Flow/error log table. Where the
DOCNO is a uniquely generated number, for example, Delivery - DXXXXXXXXXX and material - MXXXXXXXXXX, this number can
be used to identify sub-item documents in the newly created table.
Once actualized, the ticket will be closed. For actualization of remaining sub-items, you must create a new carrier ticket. RFCs
and IDOCS for ticket actualization must be modi ed to enable actualization at the ticket sub-item level.
You can use the BAdI OIJ_MODIFY_POSTING_DATE to change posting date at the time of ticket actualization. If the posting
date mentioned in the ticketing document is not in the range of the open posting period in the system, then the posting date
can be calculated based on certain business rules.
Ticket Correction
This enables you to correct all the documents created for the sub-items actualized using this ticket. It reverses the material
documents and reposts them.
Ticket Reversal
This enables you to reverse all the documents created for the sub-items actualized using this ticket.
Ticket Corrupt
If the ticket item has the status 09 (Wrong Consignee) or 98 (Ticket Validated and Saved) then the status of the ticket item can
be set to 1A (Ticket corrupted).
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Ticket Recover
This recovers non-actualized deleted tickets
Inventory Cockpit
Use
Inventory Cockpit is an enhanced feature of Trader's and Scheduler's Workbench that provides a more simpli ed view to
schedule bulk shipments efficiently.
Features
Flexible navigation to source documents like nominations, purchase orders, sales orders, and so on that impact the
inventory
Flexible user settings that can extend the Customizing settings
Simulation capabilities to check the impact on inventory
Alerts to be noti ed if the inventory levels reduce beyond the de ned limit
Creation of a nomination in a planning state without having complete information about the nomination
View aggregated inventory details for multiple locations in planning location
The inventory gures, production, nomination, documents, and simulations are aggregated by date with respect to all
the real locations belonging to the planning location.
Share inventory planning details through local mail client
As an alternate approach to the O-data service, RFC function modules are provided for the following:
To insert Rack or Bulk Forecast data into the respective database tables. These forecasts can be viewed in IPW
and are used in the stock projection calculation.
To create nomination simulations which is then published from IPW.
For more information, see SAP Note 2960331.
User Settings
Use
You maintain user settings if you want to extend the settings made in Customizing for each user.
Features
General
You can:
De ne the default UoM, rolling period, location, transport system, material, and valuation type to be used for the
user. System displays only the list of location, transport system, and material maintained in the user settings for
the user during the search operation.
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De ne the simulation options to be available when an existing nomination number is entered. With these options
you can enable creation of a new nomination or add the entry as a line item to an already existing nomination.
Select the inventory targets to be displayed for location-material combinations in the Inventory Planning Details
screen area for reference. The details are fetched from the master data settings made for the respective
location-material.
Column Group
You can create multiple groups and assign columns to each group. Sequence numbers can be assigned to columns to
decide on the order of display. You can use the created column groups in the Inventory Planning Workbench (IPW) and
Nomination Planning Workbench (NPW). The column groups can be added using context menu on the column group
headers in IPW and NPW.
Alerts
You can set alerts to be noti ed if the inventory level goes beyond a certain value. For example, you set an alert if the
beginning day book inventory is less than 120% of the planning minimum inventory level. You need to assign a priority to
each alert. This priority will be considered when multiple alerts are issued for the same inventory eld.
You can also create location and material speci c alerts with date validity. This also integrates the time-based
constraints from location-material data into the alert framework.
Display
You make the basic display settings to in uence the space taken up by different screen areas, such as the selection
panel, Inventory Planning Details and the Nomination Planning Details screen area. You can set the number of rows or
columns to be displayed in each screen area. You can set the percentage of screen width to be taken up by the selection
panel.
The visible rows in max view indicates the number of rows to be visible in a particular table when the corresponding
screen area is maximized. The visible rows in standard view indicates the number of rows to be visible in the table when
the screen area is not maximized.
Global Alerts
You can create alerts for all or speci c material, location, valuation type combinations for one or more validity attached
to each alert and make it active. An alert can also be active when there is no validity assigned or the current date/time is
within the validity period of the alert.
The global and user-speci c alerts are together applied based on the priority. For the same priority level, a global alert
would take precedence over a local alert while simulating inventory. And, global alerts maintained by other users are also
visible under this tab.
Inventory Planning Workbench
Use
Inventory Planning Workbench helps you to analyze and manage the inventory levels for location-material or transport system-
material combinations.
Prerequisites
You have:
The required authorization to manage bulk shipments using Inventory Planning Workbench.
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Made the required settings in Customizing for Inventory Cockpit under Industry Solution Oil & Gas (Downstream) TSW
(Trader's and Scheduler's Workbench) .
Features
Flexible search to form combinations
After you enter a location, material, or transport system, the related materials, transport systems, or locations are
displayed and you can form combinations. The inventory details for the selected combinations are displayed for analysis
and for scheduling movements.
Save the search criteria as a variant
You can save the search criteria as a variant so that you do not have to enter it when you want to view the inventory
details again.
Modify the layout of inventory planning details (IPD) and nomination planning details (NPD)
The inventory details are displayed based on the settings maintained in the Customizing and User Settings. Columns can
be added or removed from a combination or all combinations using the context menu options in the respective screen
area. The drag and drop function helps you to rearrange the sequence of columns based on the need.
View the nomination details that impact the inventory
All the nominations that are part of the IPD are available in the NPD area of the screen. You can scroll to the nomination
number to view the details in the Nomination Planning Details screen area using the context menu option on the
nomination number in the IPD area. All the line items of the nomination (even if they are not related to the combination)
are displayed. You can also add and edit nomination details in the NPD section. You can also auto scroll to the nomination
in NPD by clicking on the nomination number from IPD.
In the NPD section, you can also view other nomination items that are linked to the nomination item of a location -
material combination that are pegged using the transshipment pegging type.
Create simulations to analyze impact on inventory, for example:
Modify the details such as quantity for a nomination.
Drag and drop a nomination to another date.
Create a new line item in an existing nomination or a new nomination using the context menu options.
Maintain alternative starting value for the beginning day book inventory for the current day.
Edit the event details like values, date, or time.
Split a nomination across multiple dates
You can navigate to the Volume Mass Reading (VMR) app using the hyperlink in the Begin Physical Inventory for the
current day and End Physical Inventory of past days to update the physical inventory details for a location-material
combination. Once it is allocated from the VMR app, on refresh the same is re ected in the Physical Inventory column in
IPD.
You can maintain any missing quantity (for example, delayed tickets) in the Manual Adjustments column in IPD that
affects the inventory rundown calculation. Any value entered in this column for past days impacts the End Physical
Inventory and for the present-day the Begin Physical Inventory is impacted. Manual adjustments are possible only from
the last physical inventory maintained to the present day. The last physical inventory maintained in the system, is
highlighted in the Begin or End Physical Inventory columns.
You can capture simulation independent comments for a day in the Comments column in IPD
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You can maintain time-dependent constraints from IPW by navigating to the corresponding Location- Material
Combination’s Time dependent Constraints from the context menu option.
You can view the rack actuals breakdown using the hyperlink in the Actual Rack Issue column in IPD. The Rack Actuals
Breakdown report for the location- material combination is displayed with the following details:
- Location
- Material
- Mode of Transport
- Valuation type
- Material Document
- Contract Number
- Quantity
- UoM
- Sales Area (Sales Org, Distribution channel, Division)
- Sold to Party
- Ship to party
- Bill of Lading
Compare simulation with baseline
You can display the underlying un-simulated values using the context menu option for each combination.
Manual or auto-refresh inventory planning details
You can manually refresh the inventory planning details in addition to the auto-refresh settings maintained in user
settings.
You can download IPD into a spreadsheet using the option Download to Excel. Multiple location and material
combinations can be downloaded, which is displayed in the spreadsheet separated by a splitter for each location and
material combination.
Activities
1. Form combinations to view inventory details.
2. Create simulations and check the impact on inventory values.
3. Publish the simulations to actualize the impact.
Planning Nomination
Concept
You create a planning nomination if you do not have the complete details for creating a nomination, for example, if you want to
create a nomination for a future date and check the impact on the inventory. A planning nomination is converted to a standard
nomination by the system if the list of elds selected in Customizing is maintained.
Prerequisites
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You have:
1. Set the business processes for the status pro le Carrier Nomination Header in Customizing for De ne status pro les
and dependencies under Industry Solution Oil & Gas (Downstream) TSW (Trader's and Scheduler's
Workbench) Nomination Application Settings Status Management as given below.
Field Value
Bus. proc. PLAN_H
Operation OR
Prereq. check OIJ_NOMST_PRCK_PLAN
Subseq. Status OIJ_STSUBSEQ_PLAN
2. Made the required settings in Customizing for De ne Settings for Planning Nomination under Industry Solution Oil &
Gas (Downstream) TSW (Trader's and Scheduler's Workbench) Inventory Cockpit .
3. Made the required settings in Customizing for De ne Validation Groups under Industry Solution Oil & Gas
(Downstream) TSW (Trader's and Scheduler's Workbench) Nomination Application Settings .
4. Selected the planning nomination indicator for a nomination under General Settings.
Features
You can do the following:
In the Planning Nomination Settings:
You can select the Validation indicator to perform the set of validations de ned in the validation group. And also
create and assign new validation groups in Customizing.
You can select Defaulting, Worklist Update, Realtime SPW Update and Physical Deletion indicators respectively
to enable these functions in planning nomination.
 Note
In a standard nomination, the nominations are only marked for deletion, but in case of a planning nomination the
nominations can be physically deleted from the database.
In the Nomination Header and Item elds, you can de ne the set of elds that must be maintained based on which the
planning nomination is converted to a standard nomination. If all the required data is entered then it becomes a
standard nomination else it still remains a planning nomination. The data entered in the nomination header elds takes
precedence over the nomination item elds. If all the required data is maintained in the nomination header elds then it
is converted to a standard nomination.
Create Combinations
Context
You can form location - material or transport system - material combinations to manage the inventory gures across locations
and transport systems.
You must have the required authorizations maintained in the O_OIJ5_IPW authorization object to perform actions in the
Inventory Planning Workbench.
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Procedure
1. In the Search Criteria, enter a location, transport system, or material.
2. Press Enter .
The list of relevant transport systems, materials, or locations along with the indicators, for example L for location, P for
planning location, T for transport system and so on are displayed in the Combine with Transp. Syst./Loc screen area
based on the user settings maintained.
3. To form combinations, choose Add Combinations.
Results
The list of combinations selected is displayed in the Inventory Planning Workbench Selection screen area. The inventory details
for the combinations are displayed in the Inventory Planning Workbench screen area. The details of the nominations (including
the nomination line items that are not related) associated with the inventory details are displayed in the Nomination Planning
Details screen area.
The search criteria can be saved as a user-speci c variant if you plan to reuse it again. This saves time as you need to enter only
the variant name the next time.
You can also save the search criteria as a global variant by selecting the option Global Variant, so that other users can use this
variant to view combinations.
Simulations
In IPW, you can perform simulations which are user-speci c and non-user speci c.
Global Simulation
Global simulation works as follows:
In Customizing, under Industry Solution Oil & Gas (Downstream) TSW (Trader’s and Scheduler’s Workbench) Inventory
Cockpit Basic Settings De ne Parameters for Inventory Planning Workbench , you can specify if IPW will work with only
user-speci c simulations or only global simulations or both global and user-speci c simulations.
If you set the option as user-speci c simulation only, then the IPW will only process user-speci c simulations. Then the
only global simulations handled will be those from the other applications.
If you set the option as Only Global Simulations, then all simulations (nomination, physical inventory and Rack related)
created behaves like Global simulations that is, it is visible for all users. In this case the concept of versions will no longer
be relevant.
If you select the option as Both Global and User-speci c Simulation, then all simulations created by you initially will be
user-speci c simulations. You have the option to publish the user-speci c simulation as a global simulation through an
option in the publish button or the context menu. This covers all IPW simulations which include nomination simulation,
physical inventory simulation and rack related simulations.
You can display, modify, delete and publish the global simulations created through IPW as well as display the global
simulations created by the three other applications.
The global simulation like nomination simualtion is shown by default in all versions of IPW in dual mode or in user-speci c
simulations only mode.
In case you have a user-speci c and global simulation for the same nomination key, and item, then the user-speci c
simulation takes precedence over the global simulation. For physical inventory and rack forecast, the user-speci c
simulation is shown over global simulation. On publish of this user-speci c simulation, if a global simulation exists for that
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line, it is displayed with precedence over the just published value. All the global simulations for the nomination are
displayed as multiple lines without any precedence.
A BAdI is provided to allow you to add additional schedule lines for publish of data in the lines to be published.
In User Settings, you can choose whether you want to enable publish of:
1. IPW simulations
2. Global Simulations from External app
3. Both
Always the entire nomination represented by the global simulations for any of the three types mentioned is published. If
a nomination has multiple global simulations, publish is not allowed and an error message is displayed.
Once an IPW simulation is converted to a global simulation, you cannot change it back to a user-speci c simulation.
Simulation Modes
Depending on the simulation mode, along with user-speci c simulations, IPW global simulations and simulations from external
applications are captured.
Simulation mode 1: User-speci c simulations and simulations from external applications
Simulation mode 2: Global simulations from IPW and external applications
Simulation mode 3: User-speci c simulations, IPW global simulations and simulations from external applications.
Global Simulations from External Applications are non-editable in Inventory Planning Workbench
Nomination Simulations
Bulk movements are entered as bulk or nomination simulations. These simulations are similar to nominations other than the
fact that they are not published and hence do not have a nomination key assigned. Simulations are saved with minimal values
like location, material, date, scheduled quantity and nomination number for simulating the impact on the inventory values.
You can perform simulations that are non-user speci c or global simulations generated in IPW and by three other processes
namely three-way pegging, IBP Interface (planned), Location balancing.
Rack Simulations
All non-bulk issues out of a location is usually signi ed by rack. The rack is obtained in the following ways:
1. Based on automated forcast source.
2. Based on a manual Rack forecast.
Manual rack forecast is entered in the rack forecast column or in the corrected rack column. The corrected rack forecast column
takes precedence over rack forecast. When a value is entered in any of the columns, it is rst converted to a simulation and then
published. Rack simulations can be global or user-speci c simulations based on the Customizing settings.
Documents as Global Simulations
In Customizing, under Industry Solution Oil & Gas (Downstream) TSW (Trader’s and Scheduler’s Workbench) Inventory
Cockpit Basic Settings De ne Parameters for Inventory Planning Workbench , if you select Docs as Global Simulation, then
documents like sales order, purchase order and so on are displayed as global simulations.
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If simulation schedule type SD is included in the Customizing, Simulated schedules usage by applications for Inventory Cockpit,
then:
The document quantity column in IPW displays the unpegged(non-balance) document quantities.
If the above mentioned customizing is set, then these unpegged schedule lines appear as global simulations in inventory
planning details. However, the impact on inventory is only once.
Once the schedule lines are pegged, the balance schedule lines are displayed in nomination planning details along with
the respective three-way pegging schedule lines.
If the SD schedule lines are partially consumed, the schedule status becomes S for the SD schedule line. In this case the
SD schedule line is ignored and 3 three-way pegging schedule lines are created. The pegged balance schedule lines are
displayed in nomination planning details while the unpegged three-way pegging schedule lines are displayed as
document quantities and as Global Simulations.
If the simulation schedule type SD is not included in the Customizing, the SD schedule lines are not displayed in the document
quantity column nor as global simulations.
Three-way pegging simulations that are pegged with the SD schedule lines are published together, irrespective of whether the
SD schedule lines are displayed in IPW or not.
Event Simulations
Event simulations are not allowed to be a global simulation, if they are being entered for a user-speci c nomination simulation.
Only when the user-speci c nomination simulation is converted to a global simulation, the event simulation entered is allowed
to be converted to a global Simulation.
Simulate Nominations
Procedure
1. Load the required combinations.
The list of nominations for all the combinations are displayed in the Nomination Details screen area.
2. Create a simulation.
The table below helps you to understand how various simulations can be created.
Purpose Steps
Change the date of nomination Perform one of the following:
Drag and drop the Drag Nomination to another Date

icon beside the nomination number to the required
date.
Using the context menu option available for the

nomination number, cut or copy and paste the
nomination number to the required date.
The change to the nomination gets re ected in the Nomination

Details screen area also.
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Purpose Steps
Create a new nomination

a. If a nomination already exists for the date, in the
context menu options available for the Nomination
Number or Scheduled Quantity column, choose Add
Empty Line.
A new row is created for the same date.
b. Enter the nomination number and quantity.
If the same nomination number already exists for any

date, system creates a new nomination or appends the
details to an existing nomination based on the user
settings made.
c. Press Enter .
If there are multiple nominations, the new nomination is

listed below the already existing nomination. The new
nomination and its line item (nomination details) are
highlighted. You can make the required user settings to
expand or collapse the list when there are multiple
nominations for the same date.
d. In the Nomination Details screen area, Enter data as

required..
Create new nomination line items Perform one of the following:
Copy an existing line item as follows:
a. In the Nomination Details screen area, select a

nomination line item.
b. In the context menu option available for the row,

choose Copy Line Item.
A new line item with the same details is created

in the same nomination.
c. Make the required changes.
Create a new nomination using an existing line item as a

reference as follows:
a. In the Nomination Details screen area, select a

nomination line item.
b. In the context menu option available for the row,

choose one of the following:
To create a new nomination offset by

certain number of days, choose Create
by Reference with Offset.
To create a new nomination for the same

date as that of the reference
nomination, choose Create by
Reference.
c. Enter data as required.
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Purpose Steps
Split a nomination
a. In the context menu for the nomination number or
quantity in the Inventory Planning Details screen area,
choose Split Nomination.
The nomination number and quantity along with date

ranges are displayed for splitting.
b. Make the required changes.
c. Choose Apply Split.
The changes are displayed as simulations in the

Inventory Planning Workbench.
Delete a nomination or a nomination line item In the context menu for the nomination number or quantity in
the Inventory Planning Details or Nomination Details screen
area, select one of the following:
To delete a nomination, choose Delete Nomination.
To delete a line item within a nomination, choose Delete

Nomination Line Item.
Delete a simulation In the context menu for the simulation in the Inventory
Planning Details or Nomination Details screen area, choose
Delete Entire Simulation.
Version simulation Save the simulations as one of the planning versions from the
Version dropdown in the selection panel as de ned in
Customizing. You can also save your version as planning
version 0 based on the authorization assigned.
Once a simulation is published, all the copies of the simulation

in all versions get deleted and the nomination becomes visible
in all versions.
 Note
You can only publish the planning version 0.
Check simulations for conistency Choose Check to perform a consistency check all the
simulations before it is published.
3. If you want to compare the simulations with baseline values, in the context menu option for the combination title, choose
Show Baseline.
4. If you want to save the changes but not actualize the impact on inventory, save the simulations.
The color of the simulation changes from yellow to green.
5. If you want to actualize the impact on inventory, publish the simulations.
The color of the simulation changes from green to the default color of the elds.
Simulate Rack Values
Manual Forecast Rack
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Context
You can simulate manual forecast rack values for the current and future dates for a speci c rolling period.
Procedure
2. If you want to edit the manual forecast rack values for a period, perform the following:
a. In the context menu for Forecast Rack column, choose Manual Rack for a Date Range.
b. Set the date range.
c. Apply the manual forecast rack values.
3. If you want to:
a. Compare the simulations with baseline values, in the context menu option for the combination title, choose Show
Baseline
b. Save the changes but not actualize the impact on inventory, save the simulations
c. Actualize the impact on inventory, publish the simulations
Corrected Rack
Context
You can simulate corrected rack values for the current and future dates.
Procedure
2. If you want to edit the rack values for a period, perform the following:
a. In the context menu for Correct. Rack column, choose Rack Corrections for a Date Range.
b. Set the date range.
c. Set the rack values using one of the following options:
Percentage of rack forecast already available for the date range
Percentage of rack correction already available for the date range
Particular quantity
d. Apply the rack values.
3. If you want to:
a. Edit the rack value for a single date, enter the rack correction for the required date
b. Compare the simulations with baseline values, in the context menu option for the combination title, choose Show
Baseline
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c. Save the changes but not actualize the impact on inventory, save the simulations
d. Actualize the impact on inventory, publish the simulations
Simulate Supply Options

You can use the Scheduling Assistant feature in Inventory Planning Workbench for any given demand (either nomination or
simulation), a list of the feasible sources of supply is displayed. The list shows if the source is from own stock or from a purchase,
the material or purchase price, the associated simulated logistics costs, the duration based on mode of transport and the
proposed loading date. The list is ranked by cost. You can make the nal decision by selecting from the sources of supply
suggested by the app to ful l the demand and complete the respective nomination or simulation in the backend system.
You can simulate the supply options by:
2. Select a demand line (Global Simulation/Nomination/User or Local Simulation) in IPD and right-click on it.
3. Select the Scheduling Assistant option from the context menu.
A list of sources in ranking order is displayed, you can decide which option to select as source.
4. You can add required business partners and check the recalculated cost:
a. Select the Source line and choose the partner details option against the line
The Partner selection screen is displayed with default partner functions and descriptions
b. Enter required Partners.
c. Choose Recalculate Cost.
Based on the Partners entered, cost is recalculated and displayed in the logistics cost.
Once the cost is recalculated, ranking is altered, and new order of source lines are displayed with all the
parameters.
5. Select the appropriate source option and choose Selectoption
A new source corresponding to the demand line is created by updating all the required elds.
6. The scheduling option (Global/User/Nomination) corresponding to the demand line is created and saved.
If you select the demand (Global simulation) then the identi ed scheduling option is saved with the same nomination key
and nomination number.
If you select the demand (Nomination) then the identi ed scheduling option is saved with the same nomination key and
nomination number.
If you select the demand (User-speci c simulation or local simulation) then the identi ed scheduling option is saved with
the same nomination key and nomination number.
7. You can publish these simulations as global, user-speci c or nomination simulations.
Inventory Calculation Modes

You can calculate the inventory using the following modes based on the Customizing settings maintained.
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You can choose the mode to be used for inventory calculation under Industry Solution Oil & Gas (Downstream) TSW (Trader's
and Scheduler's Workbench) Inventory Cockpit Basic Settings De ne Parameters for Inventory Planning Workbench
Using Scheduled Quantity
In this mode of inventory calculation, the scheduled quantity of a nomination/simulation is considered for calculation,
that is begining and ending physical inventory and begining and ending book inventory.
Using Actual Quantity
1. Actual Quantity available in the Nomination Line Item.
In this mode, the actual quantity value available in the nomination line item on the scheduled date of the line item
is considered. All the unactualized quantity is added to the inventory value for the present day (that is today).
2. Actual Quantity available in Tickets
In this mode, the actual quantity value from the ticket related table is considered, and this is added to the ending
inventory value on the ticket end date. The unactualized quantity is added to the inventory on the scheduled date
of the nomination line item.
Bulk Forecast Consumption

The bulk forecast column in IPW is used to store the non-road (non rack) forecast information.
To avoid double counting, the bulk forecast is considered in the rundown calculation. The following three aspects are considered:
The nomination open quantity is used to consume forecast, not the total or actual quantity if the nomination has been
partially or fully ticketed.
Forecast consumption is only within a means of transport ( barge consumes barge forecast but not rail forecast)
The movement scenarios are identi ed that are allowed to consume the forecast. These depend on the scope of the
planning system deployed, for example, considering IBP in cases where both demand forecasting and IBP supply planning
are used, only customer nominations consume the primary forecast.
In Customizing, the relevant movement scenarios are provided that considers both pick up and delivered cases. In order to
accommodate different solution scopes in the same installation (for example, phased roll-out of IBP Supply Planning), entries
are by location as shown below:
Location SI type Ref Doc Indicator SI Type Ref Doc Indicator Consumption
Relevance
DE_HAM_TR O G X
DE_HAM_TR O S X
DE_HAM_TR O X D G X
Consumption is always by the origin line (as mentioned above – using the open quantity)
You can de ne the relevant movement scenarios in Customizing, under Industry Solution Oil & Gas (Downstream) Industry
Solution Oil & Gas (Downstream) Inventory Cockpit Bulk Forecast Consumption Settings De ne Movement Scenarios for
Bulk Forecast Consumption
 Note
If you are not using supply planning and therefore release the total forecast ( external plus replenishment) to IPW, transfer
cases can be added to the customizing.
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Consumption Period
It is possible that the forecast and nominations do not exactly match. You can de ne pro les that control the backward or
forward consumption and the forecast horizon within which only nominations are considered, not the forecast. These pro les
are assigned to the location-material in the planning related screen.
You can de ne the pro les in Customizing, under Industry Solution Oil & Gas (Downstream) Industry Solution Oil & Gas
(Downstream) Inventory Cockpit Bulk Forecast Consumption Settings De ne Pro le for Consumption Period and Horizon
Share Planning Details
Context
You can share the inventory planning details (including simulations) for a combination through a local mail client. The rolling
period and the scope of information displayed depends on the user settings you have maintained in Inventory Planning
Workbench.
Procedure
1. Launch Inventory Planning Workbench.
2. Form the required combination.
3. On the top right corner of the screen, choose Share.
The link to access the inventory planning details is added to the local mail client.
4. Mail the link to the concerned user.
Results
To view the inventory planning details, the receiving user clicks on the link. The refresh option can be used to view the updated
information.
Nomination Planning Workbench
Use
You can manage the details of the nominations using the Nomination Planning Workbench (NPW).
Prerequisites
You have:
The required authorization to manage nominations using Nomination Workbench.
Made the required settings in Customizing for Inventory Cockpit under Industry Solution Oil & Gas (Downstream) TSW
(Trader's and Scheduler's Workbench) .
Features
Flexible search of nominations using multiple selection criteria in the selection panel. The entire nomination (header and
items) can be retrieved, or only the items that match the selection criteria depending on the option selected.
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Modify the layout of the nomination planning workbench.
The NPW layout is displayed based on the settings maintained in the Customizing and User Settings. Columns can be
added or removed using the context menu options in the respective screen area.
View the details of the nomination.
Simulate the changes to the nomination, for example:
Create with reference to an existing nomination
Copy line item to create a new line item within an existing nomination
Make changes to any of the header or item elds
Publish the simulations
OData Service
Inventory Planning Workbench OData Service Overview
Overview
This service provides an interface to read/create/update/delete/publish physical inventory, rack, nomination, and event
simulations. Also, the published simulations can be read using this service.
Gateway project: TSW_IPW_SIMULATIONS
OData Version: 2.0
Root URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV
Permissions: Authority Object to be assigned to user: O_OIJ_IPW
Support of OData Features
Feature Support
OData version support 2.0
CRUD Yes
Entity Data Model
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Service Metadata URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/$metadata
Resources
[Title (for multiple tables)]
Resource Description Path
IPD_DETAILS Inventory Planning details /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_DETAILSSet

are exposed based on the
location material valuation
type passed as lters. The
date range is set from the
user settings in IPW.
IPD_FORECAST To create and update rack /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_FORECASTSet

forecast and bulk forecast
data in IPW. Input can be
given to the odata service
in two ways for the
ombination of location,
material, valuation type
and date.
Message_log Message log generated /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Message_logSet

during CRUD operations or
publish of simulations
NPD_DETAILS Nomination Planning /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/NPD_DETAILSSet

details are exposed based
on the location material
valuation type passed as
lters. The date range is
set from the user settings
in IPW.
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Resource Description Path
EVENT_DETAILS Exposes the Event Details /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/EVENT_DETAILSSet

of IPW. Event Details can
be exposed independently
or as association from
NPD_DETAILS.
Oij07_Oij_Sched Nomination Simulations /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched
Oij07_Oijne_Sim Event Simulations /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim
Oij07_Oijphyinv_Sim Physical Inventory /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv_Sim

Simulations
Oij07_Oijphyinv Physical Inventory /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv
Oij07_Oijthputfc_Sim Rack forecast Simulations /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc_Sim
Oij07_Oijthputfc Rack issue / Throughput /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc

forecast
Oij07_Oij_Sched_Mk Marker Table entries for /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched_Mk

Simulations Nomination
Oij07_Oijne_Sim_Mk Marker Table entries for /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim_Mk

Event Simulations
Inventory Planning Workbench OData Resource

Resources for the odata service: TSW_IPW_SIMULATIONS_SRV
Permissions: Authority Object to be assigned to user: O_OIJ_IPW
Operations
CRUD Operations
IPD_DETAILS: Inventory Planning details are exposed based on the location material valuation type passed as lters. The date
range is set from the user settings in IPW.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_DETAILSSet
POST NA
PUT NA
DELETE NA
IPD_FORECAST: Updates Bulk and Rack Forecast Data
HTTP Method URI
GET NA
POST /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_FORECASTSet
PUT /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_FORECASTSet
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HTTP Method URI
DELETE NA
Message_log: Message log generated during CRUD operations or publish of simulations
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Message_logSet
POST NA
PUT NA
DELETE NA
NPD_DETAILS: Nomination Planning details are exposed based on the location material valuation type passed as lters. The
date range is set from the user settings in IPW.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/NPD_DETAILSSet
POST NA
PUT NA
DELETE NA
EVENT_DETAILS: Exposes the Event Details of IPW. Event Details can be exposed independently or as association from
NPD_DETAILS.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/EVENT_DETAILSSet
POST NA
PUT NA
DELETE NA
Oij07_Oij_Sched: Exposes the Nomination Simulations.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched
POST /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched
PUT /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched
DELETE /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched
Oij07_Oijne_Sim: Exposes the Event Simulations.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim
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HTTP Method URI
POST /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim
PUT /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim
DELETE /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim
Oij07_Oijphyinv_Sim: Exposes the Physical Inventory Simulations.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv_Sim
POST /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv_Sim
PUT /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv_Sim
DELETE /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv_Sim
Oij07_Oijphyinv: Exposes the published Physical Inventory.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv
POST NA
PUT NA
DELETE NA
Oij07_Oijthputfc_Sim: Exposes the Rack Forecast Simulations.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc_Sim
POST /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc_Sim
PUT /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc_Sim
DELETE /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc_Sim
Oij07_Oijthputfc: Exposes the published Rack issue / Throughput forecast.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc
POST NA
PUT NA
DELETE NA
Oij07_Oij_Sched_Mk: Exposes the Marker Table entries for Nomination Simulations.
HTTP Method URI
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HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched_Mk
POST NA
PUT NA
DELETE NA
Oij07_Oijne_Sim_Mk: Exposes the Marker Table entries for Event Simulations.
HTTP Method URI
GET /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim_Mk
POST NA
PUT NA
DELETE NA
Inventory Planning Workbench OData Operation
Request
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_DETAILSSet
Operation Type: CRUD
HTTP Method: GET|
Request Parameters
Parameter Required Data Type Description Parameter Type
Locid Yes Edm.String Location ID Query string
SMatnrI Yes Edm.String Material Query string
Valtyp Yes Edm.String Valuation Type Query string
UnitI Yes Edm.String Unit of measurement Query string
Ernam Yes Edm.String User Id Query string
SimVersion Yes Edm.String Simulation Version Query string
Request Example
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_DETAILSSet/?$filter=(Locid eq 'LOCALA-Z4' and SMatnr
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/IPD_FORECASTSet
HTTP Method: POST|PUT
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Request Parameters
Matnr Yes Edm.String Material Query string
Charg Optional Edm.String Valuation Type Query string
Periodid Optional Edm.String Unit of Measurement Query string
Datum Yes Edm.Date Date Query string
Vktra Optional Edm.String Mode of Transport Query string
Fctype Yes Edm.String Forecast Type Query string
MotThput If Vktra is Edm.String Forecast Quantity Query string

entered
MotThputuom Yes if Vktra is Edm.String Unit of Measure Query string

entered
Thput Yes if Rack Edm.String Rack Forecast Quantity Query string

Forecast is to be
updated
Bthput Yes if Bulk Edm.String Bulk Forecast Quantity Query string

Forecast is to be
updated
Thputuom Yes if Rack Edm.String Rack Forecast UoM Query string

Forecast is to be
updated
Bthputuom Yes if Bulk Edm.String Bulk Forecast UoM Query string

Forecast is to be
updated
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/NPD_DETAILSSet
HTTP Method: GET|
Request Parameters
SMatnrI Yes Edm.String Material Query string
Valtyp Yes Edm.String Valuation Type Query string
UnitI Yes Edm.String Unit of measurement Query string
Ernam Yes Edm.String User Id Query string
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Request Example
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/NPD_DETAILSSet/?$filter=(Locid eq 'LOCALA-Z4' and SMatnr
Example URI to expose Events as association from NPD:
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/NPD_DETAILSSet/?$filter=(Locid eq 'LOCALA-Z4' and SMatnr
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/EVENT_DETAILSSet
HTTP Method: GET|
Request Parameters
Nomtk Yes Edm.String Nomination Key Query string
Nomit Yes Edm.String Nomination Item Query string
UserId Yes Edm.String User Id Query string
Request Example
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/EVENT_DETAILSSet/?$filter=(Nomtk eq '$1686' and Nomit eq
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched
HTTP Method: GET|POST|PUT|DELETE
Request Parameters
sim_sched_id Yes Edm.String Nomination Simulation ID Query string
sim_sched_ln Yes Edm.String Nomination Simulation Line item Query string
sim_version Yes Edm.String Simulation Version Query string
Request Example
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oij_Sched(sim_sched_id='1864',sim_sched_ln='000000
To Publish the simulation, in the response, change the publish eld to ʻX’ and post/put request:
 Code Syntax
2/19/2022
<d:publish/> to <d:publish>X</d:publish>
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim
Request Parameters
Nomtk Yes Edm.String Nomination Key Query string
Nomit Yes Edm.String Nomination Item Query string
event_sim_sched_id Yes Edm.String Nomination Simulation ID Query string
event_sim_sched_id Yes Edm.String Event Number Query string
scenario_id Yes Edm.String Scenario ID Query string
Request Example
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijne_Sim(event_sim_sched_id='727',nomtk='%24725',
 Code Syntax
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv_Sim
Request Parameters
charg Yes Edm.String Batch / Valuation type Query string
locid Yes Edm.String Location ID Query string
matnr Yes Edm.String Material Number Query string
socnr Yes Edm.String Storage object characteristic segment Query string

number
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srctype Yes Edm.String Physical inventory type / source Query string
timest Yes Edm.String Time stamp eld with 14 digits Query string
Request Example
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijphyinv_Sim(locid='LOCALA-Z4',socnr='',matnr='DI
 Code Syntax
URI: /sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc_Sim
Request Parameters
charg Yes Edm.String Batch / Valuation type Query string
cufctype Yes Edm.String Customisable rack issue / throughput Query string

forecast type
datum Yes Edm.Date Date Query string
fctype Yes Edm.Date Rack Issue Forecast Type Query string
locid Yes Edm.String Location ID Query string
matnr Yes Edm.String Material Number Query string
socnr Yes Edm.String Storage object characteristic segment Query string

number
thpfcind Yes Edm.String As-is / what-if indicator Query string
vktra Yes Edm.String Mode of transport Query string
Request Example
/sap/opu/odata/SAP/TSW_IPW_SIMULATIONS_SRV/Oij07_Oijthputfc_Sim(locid='LOCALA-Z4',scenario_id='',si
 Code Syntax
2/19/2022

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2/19/2022

Oil & Gas

SAP S/4HANA | 2020 (Oct 2020)

Original content: https://help.sap.com/viewer/0f4ab800d01c4366b0c9aaﬀ06a64320/2020.000/en-US

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

Planning and Reporting Tools

Inventory adjustment requirements

Inventory adjustment requirements

Planning Shipments during Location Balancing

5. Choose Check . The system checks the data you enter.

6. If no error message appears, choose Execute .

12. Choose Save .

Allocation Handling during Location Balancing

5. Choose Check . The system checks the data you enter.

6. If no error message appears, choose Execute .

4. The system uses the data to recalculate the scheduled quantity.

Customizing Settings for Physical Inventory

Master Data Maintenance for the Physical Inventory

2. In the Change Business Location screen choose the Materials tab.

Customer-Speci c Stock Projection

2. You generate the stock projection.

Inventory on Tank Level

Rack Issues for Tanks

Time Constraints in Location-Material Master Data

2. In the Change Business Location screen choose the Materials tab .

3. Select the material line and choose Detail .

Maintaining Stock Projection Attributes for Tanks

2. Choose Display next to the selection eld or choose Enter .

2. Choose Display next to the selection eld or choose Enter .

Maintain Attributes for Tanks

Reid Vapor Pressure Calculation

3. Choose Item Detail in the toolbar above the line items.

5. Save the nomination.

Forecast of Rack Issues

Maintain forecast pro le for rack issue

De ne mode of transport for rack issues

De ne movement type for rack issues

De ne customer forecast types for rack issues

De ne History Horizon Indicators for Rack Issues

Integration with Demand Planning

The following is a possible scenario for the data ow:

To de ne the basic settings for the release of forecast data to SPW:

To activate APO Demand Planning for the SPW:

Settings in SAP APO

1. You must have an SAP APO system.

Basis for the Stock Projection Worksheet

Master Data Settings

Locations without plants (customer or vendor location)

Locations with material assignments

Locations with material and tank assignments

An aggregation of all locations assigned to a planning location

Transport systems with an in-transit plant

Book transport systems

Exclude Locations and Transport Systems

Planned movements (planning proposals from the planning engine)

Simulated movements (what-if gures entered in the Stock Projection Worksheet)

Scheduled movements (quantities scheduled in nominations)

Actual movements (quantities that have been actualized by tickets)

Production quantities of re neries