Setting up Realignment in IBP
Realignment is one of the processes available in IBP to move/copy data. It is generally used to accommodate for changes in Master data within Supply Chain. Along with the change of Master Data, realignment also helps in copying key figure data from old planning objects to new ones. Realignment also provides option to get rid of old data after new data has been created. This blog is to highlight the basics of Realignment and how to configure it in the system using a simple example.
Let us say there is a clothing line customer “CUST_BFR” which has now decided to split into two separate entities- “CUST_1” for Women’s clothing products and “CUST_2” for Men’s clothing products. The supply chain needs to accommodate for this change in Master Data, Key Figure Data as well as Planning objects. This will be achieved in IBP using the Realignment functionality.
Let us look at Master Data, Key Figures & Planning Objects before Realignment:
Product Master Data–
Product IBP-100 is from the Product Family- “WOMEN CLOTHING” and IBP-200 from “MEN CLOTHING”. As mentioned above, CUST_1 is the new customer entity for women’s clothing while CUST_2 is for men’s clothing. Hence, all data for IBP-100 should be moved to CUST_1and that pertaining to IBP-200 should move to CUST_2.
Customer Master Data-
CUST_BFR is the existing Customer and CUST_1 & CUST_2 are the new ones. Since CUSTID is the attribute based on which realignment will be done, both Source & Target Customers must be created in the system before realignment. Other associated Master Data will automatically be created by the realignment process itself.
Customer Product Master Data-
Customer Source Master Data:
As you see, there are no ‘Customer Products’ or ‘Customer Sources’ pertaining to the new Customers CUST_1 and CUST_2. They will be created as part of the realignment process. See the comparison of “Before” and “After” realignment in the last section of this blog.
Key Figure Data- While data exists for CUST_BFR in several key figures, for simplicity, we are going to only realign “Actuals Qty” data in this example:
Realignment Project is created in the “Manage Realignment Rules” app where all settings/conditions/filters related to realignment are maintained.
After the “General” information for realignment project is updated, realignment steps need to be setup. We will create 2 realignment steps here. First step to realign data from CUST_BFR to CUST_1 for the product family “WOMEN CLOTHING”. See below screenshots to understand the configuration involved.
In the key figure section, you can choose the key figures that you want to copy data to. You can choose “All key figures” or “Selected key figures” (few other options are available as well). In this example, we will limit realignment to just one Key Figure- “Actuals Qty.”
NOTE: Only those key figures can be selected whose base planning level contains the attribute selected in the “Attribute Mapping” section as a root attribute. In our case, that attribute is CUSTID.
Second step would be to realign data from CUST_BFR to CUST_2 for the product family “MEN CLOTHING”. Every other setting is the same as that done in first step.
Once the settings are completed and saved, set the status of the realignment project to “Set to In Review.”
Once the project is reviewed, the status of the project can be changed to “Approved.”
Once the realignment step is approved, it is ready to be executed. Going back to the main page, you can see that the “Project Status” is “Approved.”
Executing Realignment Project:
Realignment can only be executed in background. For that, go to the “Application Jobs” app. Use the “Realign Planning Data” template to create a job to run realignment project in the background.
Once the job is successfully run, if you go back to “Manage Realignment Rules” app, you will see that the status the Realignment Step is changed to “Successfully executed.”
NOTE: Realignment can be run in simulation mode (in background though) and the results can be analyzed in the “Application Logs” app.
Master Data, Key Figure & Planning Object status before and after Realignment:
I hope the example shared above simplifies the understanding around “Realignment” process. You can read other posts relevant to IBP Demand at these links:
Please feel free to share your feedback/thoughts.