Carrying Out Capacity Leveling in PP-SOP and LO-LI

Carrying Out Capacity Leveling in PP-SOP and LO-LIS-PLN

Prerequisites

Create a PP task list (a routing, a rate routing, or a rough-cut planning profile) for the material, product group, or characteristic values combination whose resources you want to plan.
Configure resources planning in Customizing for Sales & Operations Planning.
If you use routings or rate routings to do resource leveling, define the key figure to which the resources are tied. You carry out this step in Customizing for Sales & Operations Planning under "Set parameters for info structures and key figures".
Define the planning plant of any information structure whose plant is not uniquely identifiable (that is, either your information structure does not contain the characteristic "plant" or your rough-cut planning profile covers more than one plant). You execute this step in Customizing for Sales & Operations Planning under "Set parameters for info structures and key figures".
Set the default SOP plant for Sales & Operations Planning. You carry out this step in Customizing for Sales & Operations Planning under "Set planning plant for SOP".

Procedure

1. From a single-level planning screen in the planning table, choose Views → Capacity situation and either Detailed planning, Rate-based planning, or Rough-cut planning → Show.

The split planning table appears. In the lower section of the screen, you see the available capacity, capacity requirements, and capacity load for each work center used in production and each capacity category.

In the event of an error, check that the prerequisites for capacity leveling have been fulfilled (see above).

2. Adjust the planning data in the upper section of the screen until you arrive at a plan which is also acceptable from the point of view of capacity.

3. To view the source of the capacity requirements in a period, place your cursor on them and choose Views → Capacity situation → Pegged requirements.

4. If necessary branch to a standard analysis of other resources. To do this choose Views → Capacity situation → Rough-cut planning and then either → Material/PRT or Costs.