Title here
Summary here
SAP IBP Master Data: Overview, Hierarchy & Relationships
TL;DR
- SAP IBP master data is organized into four phases: Master Data (types, attributes, time profile, product/location/customer), Planning Configuration (key figures, planning levels, planning area, versions, views), Integration, and Execution Management.
- Configuration must follow strict dependency order — Master Data Types and Attributes must be defined before products, locations, and customers; Planning Area requires Time Profile, Key Figures, and Planning Level to be in place first.
- This article provides the structural map; detailed field-level configuration for each object is covered in IBP-A02 onward.
1) Master Data Setup Flow
2) Hierarchy Structure
3) ER Diagram
4) Master Process
| Phase | Object | Integration | Prerequisite | Fiori App | Description | Practical Examples | Role |
|---|---|---|---|---|---|---|---|
| 1 Master Data | Master Data Types | - | - | Configure Master Data Types | Define master data types used in the planning area, design attribute structure and data hierarchy | Simple Type: Product, Location / Compound Type: Product-Location / Reference Type: Currency, UOM | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR |
| Attribute | - | Master Data Types | Configure Attributes | Define attributes (product category, region, channel, etc.) linked to master data; configure as aggregation and disaggregation axes | AttributeID: PROD_CAT (Product Category), REGION (Region), CHANNEL (Channel) / DataType: Character, Numeric, Date | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR | |
| Time Profile | - | - | Manage Time Profiles | Define the time granularity (daily, weekly, monthly, etc.) used in planning; configure time bucket settings | Granularity: Daily (short-term demand planning), Weekly (demand/supply planning), Monthly (S&OP) / Planning Horizon and History Horizon settings | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR | |
| Product Master | S/4HANA | Master Data Types, Attribute | Manage Products | Create, update, and delete product master records; maintain attribute information | ProductID: PROD-001 / ProductGroup: FG (Finished Goods) / BaseUOM: EA (Each) | SAP_IBP_ADMIN SAP_IBP_MD_MANAGER | |
| Location Master | S/4HANA | Master Data Types, Attribute | Manage Locations | Create, update, and delete plant, warehouse, and distribution center records; configure inter-location relationships | LocationID: LOC-JP01 (Tokyo Plant) / LocationType: Plant, DC / Country: JP, US | SAP_IBP_ADMIN SAP_IBP_MD_MANAGER | |
| Customer Master | S/4HANA | Master Data Types, Attribute | Manage Customers | Create, update, and delete customer master records; configure customer groups and customer attributes | CustomerID: CUST-001 / CustomerGroup: DOM (Domestic), EXP (Export) / Country: JP | SAP_IBP_ADMIN SAP_IBP_MD_MANAGER | |
| 2 Planning Configuration | Key Figure | - | Master Data Types | Configure Key Figures | Define planning key figures such as demand quantity, supply quantity, and inventory quantity; configure aggregation rules and calculation logic | Stored KF: Demand Quantity, Supply Quantity / Calculated KF: Inventory Turnover, Fill Rate / AggregationType: SUM, AVG | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR |
| Planning Level | - | Master Data Types, Attribute | Configure Planning Levels | Define planning levels that determine planning granularity; configure combinations of master data types and attributes | PlanningLevelID: PL-PROD-LOC (Product-Location Level) / MDT Combination: Product x Location | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR | |
| Planning Area | - | Time Profile, Key Figure, Planning Level | Configure Planning Area | Create planning areas; link master data types, key figures, time profiles, and configure data storage settings | PlanningAreaID: PA-DP01 (Demand Planning Area) / Link Time Profile, Key Figure, Planning Level | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR | |
| Version | - | Planning Area | Manage Versions | Create planning versions (Baseline, Consensus, Simulation, etc.); configure version copy and comparison functions | Baseline (approved plan), Working (day-to-day), Simulation (what-if analysis), Consensus (S&OP integrated plan) | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR | |
| Planning View | - | Planning Area, Version, Key Figure | Configure Planning Views | Design screen layouts for users to view and edit planning data; configure displayed key figures and filter conditions | PlanningViewID: PV-DP-WEEKLY (Weekly Demand Planning View) / Rows: Product, Columns: Week, Filter: Location | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR | |
| 3 Integration | Integration Model | S/4HANA | Planning Area | Configure Integration Models | Define data integration models with S/4HANA and external systems; configure mapping rules and data transformation logic | SourceSystem: S/4HANA / MappingRules: Material→Product, Plant→Location / Schedule: Daily Batch | SAP_IBP_ADMIN SAP_IBP_INTEGRATION |
| 4 Execution Management | Planning Operator | - | Planning Area, Key Figure | Configure Operators | Define calculation logic for statistical forecasting, supply heuristics, and optimization; configure parameters and algorithms | OperatorType: Statistical Forecast (demand forecasting), Supply Heuristic (supply planning), Inventory Optimization (safety stock) | SAP_IBP_ADMIN SAP_IBP_CONFIGURATOR |
What to Read Next
L1) Big Picture
| ID | Category | Title |
|---|---|---|
| ibp-001 | Overview | What is SAP IBP? |
L2-A) Master Data
| ID | Category | Title |
|---|---|---|
| ibp-a01 | Overview | SAP IBP Master Data: Overview, Hierarchy & Relationships 📍 |
| ibp-a02-01 | Master Data | SAP IBP Master Data Types |
| ibp-a02-02 | Master Data | SAP IBP Attribute |
| ibp-a02-03 | Master Data | SAP IBP Time Profile |
| ibp-a02-05 | Master Data | SAP IBP Location Master |
| ibp-a03-01 | Master Data | SAP IBP Key Figure |
| ibp-a03-02 | Master Data | SAP IBP Planning Level |
| ibp-a03-03 | Master Data | SAP IBP Planning Area |
| ibp-a03-04 | Master Data | SAP IBP Planning Version |
| ibp-a03-05 | Master Data | SAP IBP Planning View |
| ibp-a04-01 | Master Data | SAP IBP Integration Model |
| ibp-a05-01 | Master Data | SAP IBP Planning Operator |
L2-B) Transaction
| ID | Category | Title |
|---|---|---|
| ibp-b01 | Overview | SAP IBP Transactions: Process Flow, Hierarchy & Relationships |