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Procedure documentationGenerating the Stock Projection Worksheet Locate the document in its SAP Library structure

Use

The stock projection process consists of generating the Stock Projection Worksheet (SPW), using the SPW to view and change forecast figures, 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 defined in the material details of each location and transport system master data record.

Procedure

You can generate the SPW as a single task or you define 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 enginescreen, 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 batchscreen and choose Execute.

To view the SPW data, return to the SAP Easy Accessmenu and choose Logistics ® Sales and Distribution ® Bulk scheduling ® Workbench ® Stock Projection ® List.

The Select/Change Stock Projectiontype 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.

Choose Stock Projection ® Display<->Changeto make changes to the SPW.

Note

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.

See also:

Stock Projection

Stock Projection Worksheet

Basis for the Stock Projection Worksheet

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