1.

Accessing the Planning Area: Before creating models and versions, you need to access
the relevant planning area. Planning areas are containers for storing data and models in
SAP APO. You typically access planning areas using transaction code
/SAPAPO/MSDP_ADMIN.
2. Creating a Model:
o Once you've accessed the planning area, navigate to the "Models" tab.
o Click on the "Create" button or use the menu options to create a new model.
o Provide a name and description for the model.
o Specify the necessary settings such as the time bucket profile, aggregation levels,
planning levels, and other relevant parameters based on your planning
requirements.
o Save your changes.
3. Creating Versions:
o After creating a model, you can create versions within that model. Versions allow
you to maintain different planning scenarios or scenarios for different planning
periods.
o Navigate to the "Versions" tab within the model.
o Click on the "Create" button or use the menu options to create a new version.
o Provide a name and description for the version.
o Specify the start and end dates for the planning period covered by the version.
o Optionally, you can copy settings from an existing version or adjust settings as
needed.
o Save your changes.
4. Activating the Model and Version:
o After creating the model and version, you need to activate them to start using
them for planning activities.
o Navigate back to the "Models" tab and select the model you created.
o Click on the "Activate" button or use the menu options to activate the model.
o Similarly, navigate to the "Versions" tab and select the version you created.
o Click on the "Activate" button or use the menu options to activate the version.
5. Maintaining and Monitoring:
o Once the model and version are activated, you can start maintaining master
data, planning data, and executing planning functions based on your
requirements.
o Monitor the planning results, analyze discrepancies, and fine-tune your planning
settings as needed.

Creating a Planning Area in SAP APO:

 Accessing Planning Area Maintenance:

 Log in to SAP APO system.
 Use transaction code /SAPAPO/MSDP_ADMIN to access the Planning Area Maintenance
screen.

 Create a Planning Area:

 In the Planning Area Maintenance screen, navigate to the menu path: Modeling >
Planning Area.
 Click on the "Create" button or use the appropriate menu option to create a new
planning area.
 Provide a unique name and a meaningful description for the planning area.
 Optionally, you can specify other attributes such as the planning area type and owner.

 Define Key Figures:

 After creating the planning area, define the key figures that will be used for planning
and analysis purposes.
 Navigate to the "Key Figures" tab within the planning area.
 Click on the "Create" button to define a new key figure.
 Specify the name, description, data type, and other relevant attributes for the key
figure.
 Save your changes.

 Define Characteristics:

 Define the characteristics that will be used to categorize and analyze planning data.
 Navigate to the "Characteristics" tab within the planning area.
 Click on the "Create" button to define a new characteristic.
 Specify the name, description, data type, and other relevant attributes for the
characteristic.
 Save your changes.

 Define Planning Levels:

 Planning levels are hierarchical structures that group characteristics for planning
purposes.
 Navigate to the "Planning Levels" tab within the planning area.
 Click on the "Create" button to define a new planning level.
 Specify the name, description, and select the relevant characteristics to include in the
planning level.
 Save your changes.

 Activate the Planning Area:

  Once you've defined all the necessary components of the planning area, you need to
activate it.
 Navigate back to the main Planning Area Maintenance screen.
 Select the planning area you created.
 Click on the "Activate" button or use the appropriate menu option to activate the
planning area.

Production Data Structure in SAP APO

For each production version a production data structure (PDS) is generated in SAP APO. For
this, the combination of routing and BOM from the production version is mapped in a
production data structure in SAP APO.

To display Production Data Structure −

Step 1 − Navigate to SAP Easy access Supply Chain Management → Advanced Planning and
Optimization → Master Data → Production Data Structure → Display Production Data
Structure.
Step 2 − In the next window, select the following fields.

To change the PDS data, it should be changed in data in SAP ERP and generate the production
data structure PDS using SAP APO core interface CIF.

SAP APO Core Interface (CIF) is known as the interface that allows you to exchange data
between SAP APO and ERP system.

You can perform the following functions using CIF −

 Source and target system determination within complex system environments.

 Supply of SAP APO with the master and transaction data relevant to planning.
  Transfer of changes to transaction data.
 Return of planning results from SAP APO.

Production Data Structure in ERP

When you transfer using SAP APO core interface, production data structure is created in the
model 000 and the active planning version 000.

Step 1 − To assign a different planning version to PDS, In SAP Easy Access → Logistics → Central
Functions → Supply Chain Planning Interface → Core Interface Advanced Planner and Optimizer
→ Integration Model → Change Transfer → Production Data Structure → Transfer Production
Data Structure

Step 2 − Select logical system and selection criteria as shown below −

Note − You can generate SNP PDS from BOM’s, production version data, and work plan in SAP
R/3. In CIF integration model, you should select PDS type as SNP or SNP subcontracting.
This allows R/3 data to be transferred to SAP SCM system and SNP PDS is generated from it in
Supply Chain system as shown in the image given below −

The name of PDS in APO is same as a source of supply and contains name of the product, the
plant, and the production version and you can check this in product view.

Performing Change Transfer: Production Data Structure and BOM

Change transfer option can be used to make transfer changes, which are made to master data
in Supply Chain like production version, routing, object dependency, transfer materials, classes
and characteristics and work centers by un-selecting the check box- Change Transfer.

Let us see how to transfer changed Master Data:

Step 1 − To transfer changed master data and production versions to SAP SCM, go to Logistics
→ Central Functions → Supply Chain Planning Interface → Core Interface Advanced Planner and
Optimizer → Integration Model → Change Transfer → Production Data Structure PDS →
Transfer Production Data Structure

Step 2 − Next, select the logical system and planning version to which you wish to transfer the
data and also choose the material and the plant.
Using these options, you can transfer the data changed like production version, BOM, routing,
object dependency, etc.

Step 3 − If you have changed material masters, work centers, classes and characteristics and
you want to transfer these changes, you should uncheck the box Change Transfer.

Step 4 − Next click the execute button at the top.

If you have Integration model defined, you will see the result of PDS generation.

Let us see how to transfer changed BOMs

Step 1 − To transfer changed BOMs to SAP Supply chain, go to SAP Easy access in ERP system →
Logistics → Central Functions → Supply Chain Planning Interface → Core Interface Advanced
Planner and Optimizer → Integration Model → Change Transfer → Production Data Structure
PDS → Transfer BOM
Step 2 − In the next window, select the logical system, planning version. You can select the
material and the plant, under selection criteria. Click Execute.

Step 3 − When you execute, you will see the following PDS generation.