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Function documentationWorklists for Service Parts Planning

 

Planners and customers, such as dealers, can use worklists in Service Parts Planning (SPP). Planners and customers can use these worklists as a start page that groups together all the important information and tasks. According to the planner's or customer's area of responsibility, the worklist contains different queries with planning and analysis results, for which action currently needs to be taken, or which a planner or customer wants to use to get an overview. A worklist can therefore contain queries with forecast results or purchase orders that have to be released manually, as well as queries with alerts referring to critical situations in planning.

Worklists are realized using the SAP NetWeaver technology of the personal object worklist (POWL). Within a personal object worklist, you can define and save different queries, such as for forecast results or for the results of supply planning. You can change and personalize the selection criteria and layout of the individual worklists at any time. From the individual worklists, a planner can navigate to the relevant transactions of service parts planning. For example, if a worklist contains forecast results that a planner must release, discard, or change manually, the planner can navigate from this worklist to the Interactive Forecasting transaction directly, to display additional information and process the forecast results.

Planners and customers can process different queries in a worklist in parallel. If queries contain large quantities of data, a planner or customer can call all queries, for example, to open these in parallel. The system displays the amount of data contained in each query in parentheses, immediately after the query. In the results of the query, planners and customers can see when the query was last refreshed or what percentage of processing time has already passed.

Prerequisites

To be able to call the worklist of the planner, you need to use the SAP NetWeaver Business Client. For more information, see Using the SAP GUI or SAP NetWeaver Business Client.

Features

SPP Planner's Worklist

In the standard SAP system, the planner's worklist is delivered with the following categories:

  • Action needed

    Queries in this category only contain the planning results for which action is currently needed. Depending on the query, you can either perform the required action in the query directly, or navigate from the query to the transaction in which you can perform the required action, and which provides you with additional information to assist you in making decisions.

    Example Example

    You can release stock transport orders that have been generated by deployment or the inventory balancing service, directly in the query. However, you cannot release a modified replenishment indicator in the query directly, since you require additional information for this regarding the replenishment indicators of the other BOD locations. For this reason, to release a modified replenishment indicator, you can navigate from the query directly to the stocking/destocking approval, where you can find the information you require and release the modified replenishment indicator.

    End of the example.

  • Alerts

    Queries in this category include alerts that the system has generated during the individual planning processes in Service Parts Planning. A planner has the option of displaying the total amount of the displayed alerts of an alert type according to different criteria (for example, by product or by alert category), and then selecting certain alert types to navigate to the alert monitor, where he or she can display and process the alerts of this alert type.

  • Monitoring

    Queries of this category include planning data for which a planner is responsible, and not only that for which action currently needs to be taken. A planner can also navigate from these queries to the respective transactions in Service Parts Planning, to display detailed information.

    Example Example

    Query STO Approval in the category Action needed only includes stock transport orders that require manual release. Query STO of category Monitoring includes all stock transport orders generated by the system during the last deployment or inventory balancing run.

    End of the example.

For more information about the individual queries that are shipped as part of the planner's worklist, see Queries in the Planner's Worklist.

Analytics with Business Context Viewer (BCV) in Planner's Worklist Queries

You can use Business Context Viewer (BCV) to display information about alerts, current demand and forecast, forecast time series, shortage and stock overview in a graphical format. For more information, see Analytics with Business Context Viewer (BCV).

To use Business Context Viewer (BCV) in Service Parts Planning (SPP), you must activate the following business functions:

  • SCM-APO-SPP, Service Parts Planning 1 (SCM_APO_SPP_GEN_1)

  • FND, Business Context Viewer Main Application (/BCV/MAIN)

For more information, see SCM-APO-SPP, Service Parts Planning 1.

Customer's Worklist

In the standard SAP system, the customer's worklist is delivered with the following categories:

  • Action needed

    Queries in this category only contain the planning results for which action is currently needed on the part of the customer. The customer is only able to perform the required action in the query directly; he or she cannot navigate to other transactions in Service Parts Planning, since the information available there is for internals planners only.

  • Monitoring

    Queries of this category include planning data for which you want to guarantee access for your customer. A customer can display this information in the individual queries; however, just as for queries of the category Action needed, the customer cannot navigate to other transactions in Service Parts Planning.

For more information about the individual queries that are shipped as part of the customer's worklist, see Queries in the Customer's Worklist.

Note Note

For a customer to be able to use the worklist, he or she must fulfil the following requirements:

  • The customer must be created in the location master data of SAP Advanced Planning and Optimization as a location of location type 1010.

  • The location of the customer (location type 1010) must be part of the bill of distribution (BOD).

  • A business partner with business partner role Internet User has been created for the customer. This business partner is assigned to the customer location in the location master data. For more information about business partners, see SAP Library for SAP Supply Chain Management (SAP SCM) under Start of the navigation path SAP Supply Network Collaboration (SAP SNC) Next navigation step Master Data Next navigation step Business Partners in SAP SNC End of the navigation path.

End of the note.
Changing and Personalizing Worklists

You can create new categories and queries in the worklist, as well as change existing categories and queries. You can also personalize the worklist, enabling each planner or customer to display a user-specific worklist, meaning they only see the data that is relevant for them. For more information, see Changing and Personalizing Worklists.

You can specify settings for the worklists in Customizing for SAP Advanced Planning and Optimization, under Start of the navigation path Supply Chain Planning Next navigation step Service Parts Planning Next navigation step Monitoring Next navigation step Maintain General Settings for Worklists End of the navigation path. For example, you can define the server group that should be used when data is retrieved for a worklist.

Detail Component for the Planner's and Customer's Worklists

You can use the detail component to display form-based context-related information in most of the Planner’s Worklist and Customer’s Worklist queries. For more information, see Detail Component for the Planner's and Customer's Worklists.

To use the detail component in Service Parts Planning (SPP), you must activate the SCM-APO-SPP, Service Parts Planning 1 (SCM_APO_SPP_GEN_1) business function. For more information, see SCM-APO-SPP, Service Parts Planning 1.

Activities

  • You can call the planner's worklist in the SAP NetWeaver Business Client if your user is assigned to the role Service Parts Planning (Worklist) (SAP_SCM_SPP_WORKLIST).

  • You can either call the customer's worklist from the SAP Easy Access screen by choosing Start of the navigation path Advanced Planning and Optimization Next navigation step Service Parts Planning (SPP) Next navigation step Reporting/Monitoring Next navigation step Web UIs for Service Parts Planning End of the navigation path, or by entering the URL of the transaction in your Web Browser. If you are a customer, you can only call this worklist using the URL. The structure of the URL for the customer's worklist is as follows:

    http://<Host-Name>:<Port-Number>/sap/bc/webdynpro/sapapo/puia_dealer_worklist?sap-language=<Language>Information published on non-SAP site