Phase-Out Planning

Purpose

The phase-out planning process calculates forecast values for products in discontinuation. You no longer consider these products during current production. However, you must continue to store these products for a certain length of time, for example for service or for legal reasons. For phase-out planning, the system only considers location products at entry locations.

Prerequisites

  • You have created phase-out groups and defined their characteristics in Customizing for Advanced Planning and Optimization under Start of the navigation path Supply Chain Planning Next navigation step Service Parts Planning (SPP) Next navigation step Forecast End of the navigation path in the IMG activity Define Phase-Out Group.

    For more information about phase-out groups and phase-out profiles, see Phase-Out Profile .

  • You have assigned the phase-out group you defined in Customizing to the forecast profile of the corresponding location product on the SAP Easy Access screen under Start of the navigation path Advanced Planning and Optimization Next navigation step Service Parts Planning (SPP) Next navigation step Planning Next navigation step Forecasting Next navigation step Forecast Profile End of the navigation path on the General tab page in the Phase-Out Group field.

  • For the location product in discontinuation, you have entered a production end date in the location product master data on the SPP Inv. Balancing/Surplus tab page in the Production End Date field.

  • You have defined the following service profilesfor phase-out planning in the Planning Service Manager (PSM):

    • Generate phase-out profile

    • Phase-out forecast

    • Adjust phase-out forecast

      To do this, you have carried out the IMG activity Define Forecast Service Profiles in Customizing for Advanced Planning and Optimization under Start of the navigation path Supply Chain Planning Next navigation step Service Parts Planning (SPP) Next navigation step Forecasting End of the navigation path .

  • You have defined a planning profilein the PSM for phase-out planning. To do this, you have carried out the IMG activity Define Planning Profile in Customizing for SCM Basis under Planning Service Manager as follows:

    • You have created a planning profile under Header Data .

    • You have entered a selection name and a process profile in the Process Block field .

      Note Note

      Unlike in phase-in planning, you define the selection and the process profile on location product level.

      End of the note.

    • You have entered the planning service SPP_PHASE_OUT as well as the service profiles defined by you in the Planning Profile Service List .

      For more information, see Use of the Planning Service Manager in SPP and PSM Services for Forecasting .

Process

  1. In the Generate Phase-Out Profile planning service the system creates a phase-out profile for the selected location products. For more information, see Execution of the “Generate Phase-Out Profile” Planning Service .

  2. In the Phase-Out Forecast planning service the system calculates forecast values for the selected products in discontinuation. For more information, see Execution of the “Phase-Out Forecast” Planning Service .

  3. In the Adjust Phase-Out Forecast planning service the system adjusts the forecast values for products in discontinuation by comparing the actual sales values with the forecasted values. For more information, see Execution of the “Adjust Phase-Out Forecast” Planning Service .

  4. You can see and edit the results of the planning on the SAP Easy Access screen under Start of the navigation path Advanced Planning and Optimization Next navigation step Service Parts Planning (SPP) Next navigation step Forecasting Next navigation step Phase-Out Forecasting End of the navigation path .

    • If you only specify a phase-out profile, you can see it here.

    • If you specify a location product in discontinuation, the system automatically chooses the corresponding phase-out profile, and you can see the forecast values of the location product as well as the corresponding phase-out profile. If you specify a phase-out profile that is not assigned to the location product, the system overwrites your entry with the assigned profile.

    • If you choose the Run Forecast pushbutton, the system carries out a phase-out forecast for the relevant location product, and you see the yearly forecast values.

    • If you choose the Change pushbutton, you can change the forecast results of the Manual Forecast (Demand) indicator. You can also make changes in the Demand: Discontinuation Year indicator, albeit only in the discontinuation year field of the relevant product.

    • If you choose the Distribute pushbutton, you can change the results of the Demand: Forecast or Demand: Manual Forecast indicators for all periods according to your entries in the Operator and Values fields. If, for example, the Demand: Forecast indicator is chosen as the operator and the value 50 is chosen, the system adds 50 pieces to the value of the each forecast period selected.

    • When you save the forecast values, the system takes the values of the Demand: Forecast indicator as the final forecast of the demand, unless you have made entries in the Demand: Manual Forecast indicator. If you have, the system takes your entries here as the final forecast of the demand for the relevant periods.