1. SAP Glossary
  2. Integrated Business Planning
  3. planning note


What is planning note in SAP SCM-IBP - Integrated Business Planning?


SAP Term: planning note

  • Component: SCM-IBP

  • Component Name: Integrated Business Planning

  • Description: A comment in the planning view that a user of the SAP IBP, add-in for Microsoft Excel or the Web-Based Planning app can create to provide additional business information for key figure values to other participants of the planning process. The planning note must not be confused with the comment function in Microsoft Excel; the two are different functions.


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  • Key Concepts: 
    A planning note is a document used in SAP's Integrated Business Planning (IBP) component of Supply Chain Management (SCM). It is used to record and track changes to the planning process, such as changes to the forecast, demand, or supply. It also serves as a communication tool between different departments and stakeholders. 
    
    How to use it: 
    Planning notes can be created in the IBP system by selecting the “Create Planning Note” option from the menu. The user can then enter the details of the change, such as the type of change, the date of the change, and any comments or notes related to the change. Once saved, the planning note will be visible to all users with access to IBP. 
    
    Tips & Tricks: 
    It is important to keep planning notes up-to-date and accurate. This will ensure that all stakeholders are aware of any changes that have been made and can make informed decisions based on this information. Additionally, it is important to ensure that all users have access to the same version of the planning note. 
    
    Related Information: 
    For more information on SAP's Integrated Business Planning component, please visit https://www.sap.com/products/scm-ibp.html. Additionally, for more information on how to use planning notes in IBP, please refer to SAP's official documentation at https://help.sap.com/viewer/product/IBP/Cloud/en-US/f9f8d7a2b3e14c8f9a7d6c3e2b7f5d1a.html.
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