Campaign Functions in the DS Planning Board

Show TOC

Campaign Functions in the DS Planning Board

Use

You use the Detailed Scheduling Planning Boardfor campaign planningto do the following:

Get a graphical display of the planning situation
Plan campaigns interactively (for example, use drag and drop to reschedule campaigns)
Execute campaign heuristics interactively
Execute campaign optimization

Note

You can also plan campaigns in the campaign transaction. For more information, see Campaign Functions in the Campaign Transaction .

End of the note.

Prerequisites

To execute the activities and functions in the list below, you have met the associated requirements:

Creating campaigns and adding orders to campaigns Orders that you want to add to a campaign must be in-house production orders.
Removing orders from campaigns and dissolving campaigns Customizing settings determine whether an order can be removed from a campaign and whether a campaign can be dissolved.You can make these settings in Customizing for Production Planning and Detailed Scheduling . Choose Global Settings Maintain Global Parameters and Defaults. .For more information, see Campaign Statuses and Campaign Integration Between SAP APO and SAP R/3 .
Displaying campaign alerts To display campaign alerts in the Detailed Scheduling Planning Board , you must maintain a PP/DS alert profilewith all alerts relevant to campaign planning. You assign the alert profile to your planning board profile. In the planning board profile, you must also specify the display mode for the alerts.
For more information, see Monitoring PP/DS Alerts and Campaign Alerts .
Displaying campaign objects To display campaign-relevant objects such as campaign barsand pushbuttons in the Detailed Scheduling Planning Board , you must set the Campaign indicator for the resource chart in the Planning Board Profile .To do so, go to Customizing for Production Planning and Detailed Scheduling and choose Detailed Scheduling Planning Board Maintain DS Planning Board Profiles .
Displaying external campaign number To display the external campaign number (the number for the production campaign in SAP ERP) in the DS planning board, complete the following steps:
1. Choose Advanced Planning and Optimization Supply Chain Planning Production Planning and Detailed Scheduling (PP/DS) Detailed Scheduling Settings for the Detailed Scheduling Planning Board Maintain Planning Board Profiles.
2. Select the required planning board profile and choose Chart Resources Chart Details.
3. Select the Ext. Camp. No. indicator to see the external campaign number in the DS planning board.
Executing campaign optimization
If you want to execute campaign optimization in the PP/DS optimization run , you must change settings in the optimization profile.
For more information, see Campaign Optimization .
Executing campaign optimization functions
You must create a campaign profilefor each setup groupand location if you want campaign optimization to do the following:
- Set the campaign color for the setup group specified (the standard color is violet)
- Display the production planner in the campaign header
- Consider a maximum number of orders in a campaign
- Adjust setup or clean-out orders
  
  For more requirements, see Setup and Clean-Out Order Creation .
  
  To maintain your campaign profile, go to Customizing for Production Planning and Detailed Scheduling and choose Production Campaign Planning Maintain Campaign Profile .
Executing campaign heuristics
If you want to execute campaign heuristics interactively, you must define a heuristic profile and assign it to the overall profile of the Detailed Scheduling Planning Board . You can also use the standard heuristic profile SAP _PCM.
If you want to use the heuristic to create setup or clean-out orders, see the requirements in Setup or Clean-Out Order Creation .
For more information, see Heuristics for Campaign Planning .

Features

Campaign Representation

Campaigns are represented by the bars above the operation bars and span the operations of the campaign. When you create a campaign manually, you can choose its color from a color palette. In campaign optimization, the system automatically assigns the campaign color that you defined in the campaign profile. By default, the campaign bar label contains the campaign number, description, and status. The status of a campaignis represented by different hatches in the campaign bar.

Note Note

You can use the /SAPAPO/PCM04_PT_ PRS Business Add-In(BAdI) to override the standard settings. For example, you can define the label, color, and status-dependent sections of the campaign bar.To implement this BadI, go to Customizing for Production Planning and Detailed Scheduling (PP/DS) and choose Start of the navigation path Business Add-In Next navigation step Change Representation of Campaign Bars End of the navigation path .

End of the note.

Functions

Function	Use
Optimize…(Campaign Optimization)	You can use this function to make the system create campaigns automatically during PP/DS optimization. The system combines orders that are processed at the same bottleneck resource into campaigns. It optimizes the sequence of the orders within a campaign as well as the sequence between the campaigns while taking setup and storage costs into account. Campaign optimization can also automatically create setup or clean-out orders. You can also use this function by choosing Functions Optimize or by pressing F8. For more information, see Campaign Optimization .
Display and Change Campaign Header Data	You can display the header information for the selected campaigns by selecting an operation, order, or campaign and choosing Display and Change Campaign Header Data .If you do not select a campaign or select more than one campaign, the system displays a list of all campaigns. By double-clicking a campaign bar, you can display and change the header data for the campaign. To use this function, you can also choose Functions Production Campaign Header Data.
Select Objects for Campaign	You can select all operations and orders that belong to the same campaign by selecting an operation, order, or campaign and choosing Select Objects for Campaign . Based on the planning objects you select, the system determines the objects that belong to the same campaign and selects them. You can also use this function by choosing Functions Production Campaign Select.
Define Campaigns	You can create campaigns with or without orders (see Prerequisites ). If you want to create an empty campaign, choose Define Campaigns without selecting a planning object. A dialog box appears in which you must enter the campaign’s header data. The system then creates an empty campaign that includes the header data only. If you want to create campaigns with orders, select the existing operations or orders and choose Define Campaigns . The system creates a campaign and adds the selected orders to the campaign. Note If the campaign requirements must be considered, the system may not be able to create a campaign without violating the requirements. In this case, the system terminates the function. End of the note. You can also use this function by choosing Functions Production Campaign Create.
Include Orders in Campaign	You can add existing orders to a campaign (see Prerequisites ). You can also move an order from one campaign to another, even though that could cause the order to be rescheduled. If not done in alignment with the scheduling profile, the movement may be disallowed. If you want to add existing orders to a specific campaign, you select the operations or orders and a campaign, and choose Include Orders in Campaign . The system adds the selected orders directly to the selected campaign. If you want to display a list with all campaigns, select only orders and operations but nocampaign, and choose Include Orders in Campaign . A list with all campaigns appears. Choose a campaign from the list. The system adds the selected orders to this campaign. Note If the campaign requirements must be considered, the system may not be able to create a campaign without violating the requirements. In this case, the system terminates the function. End of the note. You can also use this function by choosing Functions Production Campaign Add Selected Items.
Remove Orders from Campaign	You can remove orders from a campaign. You select individual operations or orders, and choose Remove Orders from Campaign . The system determines the campaigns to which they belong and removes the selected orders from these campaigns (see Prerequisites ). You can use the /SAPAPO/PCM06_DELSET Business Add-in(BadI) to execute user-specific checks to decide whether an order that has been defined as a setup or clean-out ordermay be removed and deleted.To implement this BadI, go to Customizing for Production Planning and Detailed Scheduling (PP/DS) and choose Business Add-In Control Removal of Orders from Production Campaigns . You can also use this function by choosing Functions Production Campaign Remove Selected Items.
Split Campaign	You can split a campaign into two. Select a planned order in a campaign as the split point. All orders after it are assigned to the new campaign. To split a production campaign immediately after a particular order, select that order and choose Split Campaign. You can also use this function by choosing Functions Production Campaign Split.
Merge Campaigns	You merge two or more campaigns. Campaigns across resources can also be merged. To merge campaigns, select the target campaign into which you want to merge campaigns, and choose Merge Campaigns. You can view the list of campaigns that are currently available, excluding the target campaign. The selected source campaigns are merged into the target campaign. You can also use this function by choosing Functions Production Campaign Merge.
Dissolve Campaign	You can remove all the orders contained in a campaign and delete the campaign’s header data. The orders that were removed are not deleted. To dissolve a campaign, in the Detailed Scheduling Planning Board menu, select a campaign bar and choose Functions Production Campaign Dissolve (see Prerequisites ). Note If you use the Detailed Scheduling Planning Board in the product planning table, this function is available in the context menu. End of the note.
Adjust Setup/Clean-Out Orders	You can create or adjust setup and clean-out orders.To do this, select a campaign, or an order or operation of a campaign, and choose Functions Production Campaign Adjust Setup/Clean-Out Orders. .If you do not select any objects, the system executes the function for all campaigns in the planning period. For more information, see Setup or Clean-Out Order Creation .
Campaign Heuristics	The following heuristics are available if you choose Functions Heuristics : Create production campaigns Dissolve production campaigns Adjust setup/clean-out orders Delete setup/clean-out orders See Heuristics for Campaign Planning .
Display Networked Campaigns	If you planned campaigns that are linked to each other through pegging relationships across several manufacturing levels, you can use this function to display these networked campaigns (campaign chain). To do so, select any operations, orders, or campaigns and choose Edit Select More Networked Campaigns . Based on the planning objects you selected, the system determines all the other objects that belong to this campaign and selects them. Note If you use the Detailed Scheduling Planning Board within the product planning table, this function is not available. End of the note.
Reschedule Campaigns Using Drag&Drop	You can select a campaign bar and use drag and drop to move it on the time axis. The system reschedules the campaign and its orders.
Eliminate Campaign Alerts	If campaigns with errors are created during the planning, the system issues alerts. To optically point to campaign alerts, the orders causing alerts start blinking in the Detailed Scheduling Planning Board . To display alerts, select Extras Alerts Display. To eliminate the campaign alerts, remove the orders from the campaign and reschedule them.For more information, see Campaign Alerts .

Campaign Requirements

During scheduling, the system checks the campaign-specific requirements described below for those resources you specified as campaign-relevant. The system schedules the orders at these resources so these requirements are not violated.

The activities of a campaign cannot be interrupted by activities that do not belong to orders of the same campaign.

Example

Campaign 001 was planned for the period between 06/01/2001 and 12/31/2001 . If an order that does not belong to the campaign is generated during this period, the system schedules the order at the beginning or end of campaign 001, depending on the planning strategy.

End of the example.
You can position an order at the beginning or end of a campaign. Setup orders, for example, are always at the beginning of a campaign, and clean-out orders are always at the end.
Caution

The system only checks the above campaign requirements for the resources if the following indicators are set:
- The Campaign-Relevant indicator in the resource master
- The Consider Campaign Requirements indicator in the strategy profile
End of the caution.

Minimum Resource Commitment

When scheduling campaigns and their orders, the system tries to occupy as few resources as possible. If you use alternative modes, all activities of a campaign must take place at the same resource.

A campaign already occupies resource A. If a new order has resource A and resource B as alternative resources, this order must occupy resource A.

Activities

To access the Detailed Scheduling Planning Board , from the SAP Easy Access screen choose Start of the navigation path Advanced Planning and Optimization Next navigation step Production Planning Interactive Production Planning Detailed Scheduling Planning Board Variable View. End of the navigation path .For more information, see Calling Up the DS Planning Board .