Unit 3: Material Masters

PLM114

Lesson: Classification of the Material Master

Lesson Overview
In this lesson, you will learn how classification can be applied to the material master in order to addition additional custom fields for detailing the material, as well as adding more information to lots of inventoly.

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Lesson Objectives
After completing this lesson, you will be able to: Describe how the material master can use classification to include companyspecific fields Describe how classification can be used for batch management of inventory Describe how classification can be used for variant configuration

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Business Example
As the project lead for implementing material master files, you have several requirements regarding how to add custom fields to the material master. In this lesson you will learn the basic concept of how classification can be used to support material classification, Batcll/Lot management, and variant configuration (features and options).

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Use of Material Classification

During the evaluation of your product data management process, your company may realize that it needs custom fields to provide the organization with more infonnation on master data or fl.allsactional data. Without having to modify the delivered SAP tables, companies can use the classification system to add fields to the material master for infonnation purposes, or to provide more information about existing inventory.

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PLM114

Lesson: Classification of the Material Master

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Figure 29: Classification of Master Data

Functions of the classification are: To find an appropriate object To find similar objects To establish that no appropriate object exists To fulfill these objectives, you need to organize your data efficiently. The SAP classification system is a tool for organizing your data that far goes beyond match codes and systematically'-.structured number assigmnent.

Setup of Classification
SAP ERP classification consists of the following components:

ECharacteristic maintenance
' Class types ' Class maintenance EClassification (assigllments)

Object search Note: Course PLM 2 30 contains more information on the SAP classification system.

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Classification can be used to describe or group objects together that have some likeness, but also differences. An object is a classifiable unit (such as a material, vendor, or work center) A characteristic describes specifications of an object, such as length, width, weight, color. Essentially, they are user-defined fields, which are defined as master data. Each characteristics must have a data type (numeric, characteristic, date, and so on). Companies define the length of the field, a template, and limits or ranges to what values can be used. The same characteristic can be used many different times for different purposes. A class type describes a group of objects that have common or similar specifications. When creating a class, a user must specify a class type. Class types control how the classification can be used for various objects. The following classes can be used in conjunction with the material master: ' 001 - Material Class 023 .- Batch Management 200 -. Material (configurable) 300 - Material (variant configuration) A class can contain one or more characteristics. Within the class, companies can further restrict the characteristic values. A class will then be attached to the material master to specify the custom fields that were needed. A characteristic value represents the specification of a particular attribute, for example, 10 cm, DIN 931, cast iron.
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PLM114 Lesson: Classification of the Material Master

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Follow these steps to maintain classes:

1. Define characteristics and allowed characteristic values. Maintain the class, including assigning characteristics. 2.
Maintain the objects (for example, matel.ials), including assigning them to 3. one or more classes and assigning values to them. Search for obects. 4.

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Figure 31: Characteristic Value Assignment

You can use characteristic values in various ways when using classification to determine a material number. For instance you can: Link several entries in one line using OR. Link entries in several lines using AND. Use F4 help to display possible entries for selection criteria

Searching Using Classification

The classification system makes it easy to find objects (for example, materials).

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Figure 32: Finding a Material

After you have set up classification, you can use it to find a material number and copy the number to your application.
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Use of Batch Classification

Some industxy sectors, in particular in the process industries, need to work with the homogeneous subsets of a material or a product, which means, batches along their entire supply chain. Batch management is integrated with all the applications of the SAP ERP and supports the management and processing of the batches and lots in all the business processes of a company.
Itl pSltiCUSr, batch management is used in Supply Chain Management. can be followed through the whole supply chain, from the entry of the raw A batch
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materials througll the production of the finished product, and all the way to the sales and delivery to the customer. To assign a batch to a material at the various points in the supply chain, you create a batch master record. For example, if the subset of a material that is subject to batch management requirement leaves a production process (process order) with certain specifications, it is posted to the stock with a batch number and can then be clearly identified A batch master record is identified by an alphanumeric batch number. You can select the level at which you want the batch number to be unique in accordance with the structure of your plant, company, and operational requirements.
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Lesson: Classification of the Material Master

This material number is unique at the client level. The uniqueness of the batch number can be defizled at the following levels: Jn combination with a plant and material. JD combination with a material number At the client level

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In SAP ERP, batch master records depend on the corresponding material master records. Batches are created for a material. The batch object contains tile key fields: Material, Batch, and Plant. The Plant field is relevant only if the plant level is used as the batch level. Normally, the data of a material master record is valid for all the batches assigned to it. In contrast, a batch master record contains the data that uniquely identifies a batch and characterizes it as a non-reproducible unit. You can futther describe batch propelties by classifying them in a class of the class type, 023 Batch.

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If a material is to be produced in batches and is subject to inventory management, you must set the Batch Management indicator in tile material master views Purchasing, Work Scheduling, or Warehouse Management.

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Use of Variant Configuration in the Material Master

Jn some industries, it makes sense to allow customers to request a product with many options that suit their exact needs. However, if the number of options is large, and no two products are likely to be exactly the same, companies could end up with more master data than is feasible to manage. A personal computer (PC), for example, may have different hard drive options, processors, or graphics

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and sound options. This PC, therefore, has a large number of variants. Like the PC scenario, your company may have a situation in which it manufactures or sells products of which some exist in many variations. In order to reduce your workload and storage costs, and to enable you to maintain every possible end product variant, you choose to use the SAP ERP solution for variant configuration.

Figure 34: Configurable Personal Computer

Many steps are necessary to build up the master data for a configurable material. First, you must use the SAP classification system to describe the product characteristics. You allocate the characteristics to a class used for variant configuration. You then maintain object dependencies for characteristics and characteristic values so that only allowed values can be chosen. These object dependencies are rules which define which components are compatible with others. You must also maintain the necessaiy settings for the configurable material in the material master. You create a configuration profile by specifying the configuration parameters and allocating the material to the class with the characteristics that describe it. The components and operations for a material are specified in a super HOM and a super task list. You maintain object dependencies for the ROM components and task list operations that can only be selected for particular variants. Before you use variant configuration productively, you should simulate the configuration. This allows you to check whether all the data has been correctly maintained. Products with variants often have dependencies between the individual characteristics in which, not all combinations of characteristics are allowed. In the case of the pump, for example, a rotary pump with manual and electric drive may

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Lesson: Classification of the Material Master

be available, but a piston pump may only be available with an electric drive. The term configurable product is used to denote a product that can be manufactured in several variants. It comprises all the possible characteristics of the product, and is therefore not representative of any single product. In the case of products that exist in many variants, the Super HOM contains all the parts that might be required to manufacture the configurable material. The palts actually required can be determined from the object dependencies. Likewise, the Super Routing contains all the operations that could be needed to manufacture the configurable material. The operations and production tools and resources that are actually needed for manufacture can be determined from the object dependencies. A special product structure is dynamically generated for a configurable material during sales order processing.

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PLM114

Lesson: Classification of the Material Master

Exercise 2: Material Classification

Exercise Objectives
After completing this exercise, you will be able to:

EAdd custom fields to your materials using standard SAP functions

Business Example
...

As a product design engineer, you are responsible for ensuring that material masters have all the necessary information for the user community to process daily business transactions. As your business begins to grow you find that you are creating new part numbers every day and the user community is finding it difficult to search and find file necessary material numbers. In order to make their jobs more efficient you have decided to begin classifying your material masters.

Task 1: Review Classification Data

As a product engineer, your companies business been to growing steadily over the past year. You find yourself creating new part numbers evety day and the user community is finding it difficult to search and find the necessary material numbers. In order to make their jobs more efficient you have decided to begin classifying your material masters. Review existing classification data to see if it [ll work with your new pumps

want1. classify this new pump using existing characteristics in the system. to Review the details of the material class 100 - Pumps. Use class 100 and class type 001. (' \par List the characteristics that belong to class 100
2.

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3. What values, if any, have be assigned to COO I '- Pump lift? Hint: Select the characteristic and select Disp/ay Values
Contl.nued on next page

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Task 2: Classifying Material Masters

In a previous task, you reviewed existing classification data to support adding custom fields to the material master. Classify your new pump and see if you can find it and others like it using the Find function and classification. Update your material master for pump-F## by adding the classification 1. view and by assigning it to material class 0 -- Pumps. Give it the following da: Note: If you have not already done so, you will have to create the classification view.

2. Search for a reference material by using classification in the following way:

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PLM114

Lesson: Classification of the Material Master

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Solution 2: Material Classification

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Task 1: Review Classification Data

As a product engineer, your companies business been to growing steadily over the past year. You find yourself creating new part numbers every day and the user community is finding it difficult to search and find the necessary material numbers. In order to make their jobs more efficient you have decided to begin classifying your material masters. Review existing classification data to see if it will work with yow' new pumps

I.

. List the characteristics that belong to class 100

.What values, if any, have be assigned to COOI - Pump lift?

Hint: Select the characteristic and select Display Values

Your instructor may have added another characteristic during a class demonstration via the material master. Continued on next page

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Task 2: Classifying Material Masters

In a previous task, you reviewed existing classification data to support adding custom fields to the material master. Classify your new pump and see if you can find it and others like it using the Find flmction and classification.
1. Update your material master for pumpT-F## by adding the classification view and by assigning it to material class 100 - Pumps. Give it the following da:.
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Note: If yell have not already done so, you will Ilave to create the classification view.
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Mast #
c)

and
' class 10 0 and press Enter. Note: If a class type other than 001 appears in your material master, choose Extras Change class ,pe and enter class type 0 01. d) Enter the data from the above table; make sure to choose after selecting a value and choose Save .
2. Search for a reference material by using classification in the following way:

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PLM114 Lesson: Classification of the Material Master

Choose Cross Application ' C!assiftcation System .......,` Find .......,. Find a) Objects in Class. Enter class 10 0 and class type 0 01, and press Enter. b) Enter your pump height, pump capacity and turning speed, and choose c) Find in Initial Class.

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Unit 3: Material Masters

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Lesson Summary
You should now be able to: Describe how the material master can use classification to include company"specific fields Describe how classification can be used for batch management of inventory Describe how classification can be used for variant configuration
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PLM114

Lesson: Managing the Material Master

Lesson: Managing the Material Master

Lesson Overview
In this lesson you will learn how to manage changes to existing material masters using various functions in SAP ERP

Lesson Objectives
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After completing this lesson, you will be able to:

Describe different ways to update or change the material master * Demonstrate the mass maintenance features of the material master
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Describe how the material master can be updated using the request processes with interactive fonns for materials management Describe the archiving and deletion process for the material master

Business Example
As the project lead for implementing material master files, you are responsible for the process to manage changes to the material master. You must begin to develop some standard business processes to work with updating and maintaining material masters.

Overview of Updating the Material Master

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Oner the course of time, attributes of the material master will change. Therefore you must be aware of the different change functions of the material master in order to better incorporate your business processes with those of SAP ERP. Listed below are the different maintenance features that your company may choose to use in managing the changes in the material master: Creating new screens for existing materials Changing the material type Making simple field changes Managing changes tlu'ough statuses Performing mass maintenance of several materials Maintaining materials through interactive fonns Archiving and deleting materials at end of life cycle

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Extending the Material Master

When material masters are created, all of the information may not have been available. This may result in some views not getting created.

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Figure 35: Extending the Material Master

By using the transaction Extend Material cw(s), you can extend the material master record by adding more views. This transaction can be found under Logistics Production Master Data Material Master Other Extend Material View(s) (MM5O). The following questions should be answered: Wllich departments have to extend a material master record? Which material master records does a single department have to extend? Important maintenance statuses are listed in the following table. Others are avaiJab.

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Lesson: Managing the Material Master

See maintenance status in transaction MM5O, Extend Material ew( .

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Because the material type influences internal processing, the system checks which changes are allowed. You can change the material type without restriction if no stocks, reservations, or purchasing documents exist. If stock, reservations, or purchasing documents exist, the material type can be changed if: The same G!L account is used.

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MMO2 -. Change existing views immediately MM 12 - Change existing views plamled for the future CCO4 -- Immediate changes using the product structure browser MM 17 - immediate changes in mass maintenance

These transactions do not limit you to which or bow many fields you can maintain at one time.

Material Status
Throughout the lifecycle of a product, changes will be both major and minor in nature. When major changes occur, a business will need ways of warning or preventing certain business activities from occurring. By configuration and using the material status, companies can restrict or warn other business areas of changes that will be impacting their areas.

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Figure 36: Material Status

The material status allows you to control where a material can be used in business applications. You define the material status in the material master record in accordance with the material, client, and plant. You can limit the use of a material in different ways: You can flag the material for deletion You can use the material status to lock the material for eellain business processes in materials management and production planning, You can check whether a material is subject to restrictions and what these are using the status information function. You can stalt this function when creating, displaying, or changing a material master record. Proceed as follows:

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' Choose Extras ' Status information In any screen.

The material status in created in customizing. Users can set warnings or errors in the following business areas:

' Purchasing ' PP Master Data ' Demand Management ' Production Execution ' Quality Management ' Plant Maintenance Inventory Management Costing

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Lesson: Managing the Material Master

You can define the material status for all plants (basic data view) or separately for each plant (plant view).
Hint: The more restrictive status has priority (regardless of whether it is

the cross-plant status or the plantspecific status).

Updating Material Masters with Mass Maintenance

Figure 37: Mass Maintenance of Material Master

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Unit 3: Material Masters

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Mass maintenance enables many objects to be cflanged at tile same time. Only users with tile relevant experience sllould tflerefore use tills tool. To perform mass maintenance, follow tflese steps:
f. Stalt the transaction for mass maintenance, MM! 7. If you !lave already denned a variant, yon can enter tills here. Select the tables for which you would Like to see tile data. 2.

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Select tile fields you want to cflange on tile relevant tab page, and click 3. Execute.

You
The system selects tile data records. Depending on flow many data records _--. you have selected, tile system may ask whether you would like to continue .,-`, working in tile dialog or wflether you would like to perfonn tile cflanges in tile background. If you cfloose tile second option, a workffow will inform you later tilat the cflanges you made were carried out. If you continue working in the dialog, tile system will display the data records you !lane selected.

.Enter the new value in tile corresponding column, select tile column !leader (for example, short text) and tile data records yon wish to cflange and cfloose Change Field Values. You !lave tile following options:
Change only those fields that have a definite current value ' ' Display previous value Test cflanges
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Save the data. 6. Tile system will perform a consistency check for the data you cflanged. Cflanges tflat lead to data discrepancies are not executed and a note is entered in the fog.

Archiving the Material Master

As a material approacfles tile end of its fife cycle it should be removed fi.om the cfata base. You can flag materials for deletion by setting tile ciefetion Hag in tile material master record. Materials to be deleted are detennined by tile system by using a proposal fist. Tile deletion nag can be scfiedufecf for tile future and must tflen be activated at tile relevant point in time.

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PLM114

Lesson: Managing the Material Master

Figure 38: Deleting a Material

All records flagged for deletion are deleted during a reorganization run provided they are no longer being used, for example, as a DOM header. Deletion is carried out in these steps: Material master is nagged for deletion. 1. Material master is selected for a reorganization run. 2. Reorganization run is executed. 3. Hint: During the reorganization run, the system checks whether material may be deleted and whether material may be archived.

Unit 3: Material Masters

PLM114

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Figure 39: Archiving a Material

You can also archive material master records. The data is stored in a sequential me (archive file). Archived data can be deleted from the database using the deletion prograln or reorganization. Archived material master records can be displayed, but they cannot be retrieved. Using transaction MM71, Archive/Delete, you can see which other objects need to be deleted prior to a material master. By clicking the Nehvork Graphic icon , you can see which objects needed to be deleted prior to deleting and archiving the material master. Archiving and reorganization are handled in greater detail in the administration courses.

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esson: ,Managing the Material Master

Exercise 3: Managing Material Masters

Exercise Objectives
After completing this exercise, you will be able to: ' Update material masters using the Extend function

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EUpdate material masters interactively

Update material masters with mass processing EDelete and archive materials

Business Example
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As the process design engineer manager, you are responsible for entire material master management process. To do your job efficiently, you must better understand how the different transactions work in updating the material master in order for you to develop a business process. Therefore you will execute several updates to existing material masters in order to better understand the functionality in SAP ERP.

Task 1: Updating the Material Master

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As the business process owner for the material master life cycle, you are reviewing the different methods to maintain the material master. The different methods will include manual changes, extending the material master, and mass changes. Execute the following task and detennine how you will incorporate the transctions into your business process. Your new pump T.-F77## has slightly different dimensions from the other pumps you work on. This will cause the alternative units of measure to differ from the otller pumps. Change the alternative units of measure so that 4 I. pumps go into a carton, and 8 cartons per pallet. As the business process owner for the material master life cycle, you are experimenting with the idea of creating the material master in palts. With this concept, engineering would develop the client views (Basic 2. data/Classification) and then the functional departments would be responsible for upkeeping their own views. Extend the finished product T'-F77## to plant 1000 and create the MRP I - 4 views (D) and Work Scheduling view (A), using the Extend Material View(s) transaction. Include the following data:

Note: Maintain work scheduling first, save your entries, and then maintain the MRP views. Press Enter through any necessary messages.
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3. Although you are considering having each departln ,

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ou are still in charge of maintaining the entire material . E. _ Production manager for you pumps has Just asked that you

material master with the correct production scheduler. Using

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enance update all your pumps T *## in plant 1000, with the

cheduler 0##.
Your research and development depaltment is creating new materials to replace existing materials every day. To make sure that a material is truly obsolete, you must update the material master to make this so. You will create a new material Material to see how material/plant statustime) deletion flag to obsolete a material. master Masters (if enough and the Your business creates new replacement parts every day. To minimize risk, I. your company wants to be more expeditious in obsoleting materials. To test this process, you create a material through which you can simulate the process of obsoleting the material. Create the following material master record by copyl`ng from a reference material: A finished product with material number T-D## (## group number) in plant 1000, copied from material T-Fl## using your default views. Change the description to GR## Pump Obsolete. Planning has informed you that the material T-D## at plant 1000 is obsolete. 2. Your company's procedures prevent you from immediately deleting a material master. Archiving will take place several months from now but for time being you must set the deletion flag for the material. Flag material master record T-D## for deletion.

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leting

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PLM114

Lesson: Managingthe Material Master

3. To make sure the deletion f[ag works, try to perform a goods issue using transaction code MB I C for your material T-D## at plant 1000, storage location 0002 using movement type 501.

Caution: Do not save your entries.

4. To prevent such issues from happening, you want to use a material status to prevent the material from being used at all. Change your material T-D## by inserting an X-plant/materials status that identifies the material as obsolete. Material/plant status OB - Obsolete Materials has been created to prevent any logistics activities from happening until the material can be archived. After applying the obsolete material status, try to receive another goods 5. receipt to see if this will prevent possible mishaps with obsolete materials. Use transaction code MB I C for your material T-D## at plant 1000, storage lo~tion 0002 using movement type 501.

Caution: Do not save your entries.

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PLM114

Solution 3: Managing Material Masters

Task 1: Updating the Material Master
As the business process owner for the material master life cycle, you are reviewing the different methods to maintain the material master. The different metllods will include manual changes, extending the material master, and mass changes. Execute the following task and determine how you will incorporate the transactions into your business process.
1.

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ct screen,

4 pc = 1 carton
3pc = 1 pallet Note: All units of measure are converted from the base unit of measure.

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)Save
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2. As the business process owner for the material master life cycle, you are experimenting with the idea of creating the material nlaster in palts. With this concept, engineering would develop the client views (Basic data/Classification) and then the functional departnlents would be responsible for upkeeping their own views.

Extend the finished product T-F77## to plant 1000 and create the MRP 1 - 4 views (D) and Work Scheduling view (A), using the Extend Material Vlew(s) ~aaction. Include the following data:

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Note: Maintain work scheduling first, save your entries, and then maintain file MRP views. Press Enter through any necessaly messages.

Continued on next page

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Lesson: Manaaina the Material Master

M MRP

) ) )
r

)Select the line for T-F77## and choose Maintain Materials. )Press Enter through the error message and enter plant 10 O 0 . )Enter the data in the above chart and choose San when finished.
Although you are considering having each departnlent maintain their ,. own views, you are still in charge of maintaining the entire material master. The Production manager for you pumps has just asked that you

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pumps

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duction
In b) Tables tab, select the Plant Data for Material table. the Continue searching using the search function until the Production Scheduler line appears.

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Inc) Fields tab, choose Fin , enter Prod, and choose Continue the containing

)Enter your material T-' F* # # and plant 10 0 0, and choose Execute .

f) In the new view, enter 0## in the New Values field.

Choose Carry out Mass Change . g) Choose Sav and Continue through any warnings. h)

Task 2: Deleting Material Masters (if enough time)

Your research and development departlnent is creating new materials to replace existing materials every day. To make sure that a material is truly obsolete, you must update the material master to make this so. You will create a new material master to see how material/plant status and the deletion nag to obsolete a material.
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Maste

In the Basic Data 1 view, change the description to GR## Pump c) Obsolete. Choose Save .
d)

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Continued on next page

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PLM114 Lesson: Managing the Material Master

Planning has informed you that the material T-D## at plant 1000 is obsolete. Your company's procedures prevent you from immediately deleting a material master. Archiving will take place several months from now but for time being you must set the deletion flag for the material. Flag material master record T-D## for deletion.

)Use menu path Logistics ' Production ' Master Data Material Master Material Flag for Deletion Immediately or transaction code MMO6. )On the selection screen, enter material T-fl## and choose Ente ) )Select the above material. ) )Choose Sav .
To make sure the deletion flag works, try to perform a goods issue using transaction code MB I C for your material T-D## at plant 1000, storage 2. loion 0002 using movement type 501. Caution: Do not save your entries.

10

Enter c) your material T- D## and a quantity of 1 pc, and press Enter. '' ' 3. Note: This should result in a warning that the deletion indicator is set.

you at that 4. Materials

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Ma

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After applying the obsolete material status, try to receive another goods 5. receipt to see if this will prevent possible mishaps with obsolete materials. Use transaction code MB IC for your material T-D## at plant 1000, storage lotion 0002 using movement type 501.

Caution: Do not save your entries. Enter transaction code MBIC or choose Logistics ' Materials a) Management - Inventory Management Goods Movement Goods Rece t ' Other. b) Enter movement type 5 01, plant 10 0 0, storage location 0 0 0 2 and press Enter
c)

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' your material T- D# # and a quantity of 1 pc, and press Enter

Note: This should result in an error message that states that the material has a status of "Obsolete Materials in plant 1000." d) Do not save your entries.
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_,,

PLM114 Lesson: Managing the Material Master

Lesson Summary
You should now be able to: Describe different ways to update or change the material master Demonstrate the mass maintenance features of the material master Describe how the material master can be updated using the request processes with interactive fonns for materials management Describe the archiving and deletion process for the material master

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Lesson: Configuration of the Material Master

Lesson Overview

influencing

the

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PLMIf4 Lesson: Configuration of the Material Master.

Configuration Sequence for Material Master Records

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Figure 40: Configuration Sequence for Material Master Records

The abbreviations in the graphic have the following meanings: M = Required activity (required) O = Optional activity (optional) D = Default available for activity (default)
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Control Using Material Type

You specify a material type for each material. The material type is part of the oeneral data of a material ,..,... ,.,,. -. ,= ...,,. ... By specifying which views can be used for a material type, you detennine which user departments can maintain a material with this material type.

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Figure 41: Control Using Material Type

You can control the type of inventory management (quantity and/or value) for a material type depending on the plant. Price control can be defined as a default value or as a fixed value. Material stock accounts and consumption accounts are assigned by using valuation classes. You can determine inconsistencies in valuation areas using the Customizing for the material type. The material type is an influencing factor for the field selection and the customized material master. You can control access protection in more detail by using the authorization group.
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Hint: Material types that are maintained by customers can also be assigned to the transaction codes delivered by SAP. For example, go to transaction code MMRI Material Create speccally+ Raw material in Customizing step Assign material types to special create transactions and replace material type ROH with customer-defined material ZROH. The advantage of this is that the material type does not have to be entered when the material is created.

Material Status
The material status allows you to control the use ora material for business purposes.

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Lesson: Configuration of the Material Master

The material status is defined depending on material, client, and plant. You can limit the usability of a material in different ways: ' The material can be flagged for deletion. The material can be locked for certain business transactions by the material status for material management/production planning and control

Figure 42: Material Status

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You can display whether a material is subject to restrictions, and what these restrictions are with the status information function. You can call this function when you create, display, or change a material master record. Proceed as follows: Choose Extras - Status information from ally screen. You can define the material status for all plants (basic data view), or separately for each plant (plant view).
Hint: The more restrictive status always wins out (independent of storage

,.

location or plant).

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Field Selection
.Follow these steps to set field selection: Deternline the field selectiozl option Chide, and so on). J . Detennine the control string (material type, and so on). 2. Detennine the field selection group. 3. Change the control indicator for the field selection group in the corresponding 4. control string. Test the change. 5.

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Figure 43: Field Selection Procedure

You can find out the table name of a field by using the technical information in the Fl help. In Customizing, you can use the table name to help you find the appropriate field selection group.

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PLM114 Lesson: Configuration of the Material Master

,_.' -.._

Figure 44: Field Selection - Field Selection Group

One or more material master fields are assiglled to a field selection group. The field selection option applies to all the fields in the field selection group (for exanlple, all the fields are required fields).

Hint: Always check first which fields have been assigned to a field selection group. Do not make changes without consulting the affected depaltment.

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A separate control string exists for each of these influencing factors. .Each position in a control string of this kind applies to a specific field selection group. The field option applies to the entire field selection group and all the master data contained in it. You generally use a reference key to specify which control list is valid for an influencing factor. You can maintain the reference key for the material type, plant, and industry sector in the settings menu. Each position in a control string defines the field selection for a group of material master record fields. In the settings menu, you can detemline to which group the individual fields are assigned.

Figure 46: Field Selection - Link Rules

Field selection in a material master transaction is generally determined by several control strings. The entries of all the control strings for the relevant transaction are linked to one another. The link rules shown above determine which fields are selected for each group of material master fields. In order of priority, the signs mean:
Hide

* Display + Required entry . EOptional entry

1" .

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>LM114

Lesson: Configuration of the Material Master

Customizing the Material Master

You can structure the material master according to your company's requirements: You can remove screens, which are not required, from the screen sequence. You can create your own screens, by adding or deleting screen modules.
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You can influence individual fields in the screen modules.

Figure 47: Customized Material Master (1)

Customized material master records support efficient data maintenance by letting you create entry screens that suit your company's data requirements. The material master record is a set of logical screens which appear in a specific sequence if more than one view is selected. This is referred to as a screen sequence. Each logical screen consists of several related field groups. In ECC these are referred to as subscreens. The fields assigned to each screen module cannot be changed in Customizing. In Customizing for the material master, you can: Create and maintain screen sequences Maintain logical screens Maintain the order of logical screens in a screen sequence Determine which subscreens appear on which logical screens Assign influencing factors for field selection to a screen sequence
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Assign a user or user group to a screen sequence Preset the default organization level, default industry sector, and logical screens for a user or group of users The views of the material master record correspond to the logical screens in Customizing. The logical screen is the visible data screen.

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There are main screens (maximum of 29), additional screens (maximum of 15) and other screens (non-'configurable, for example, initial screens). The additional screens are assigned to the main screen using the PB## flmction codes (this corresponds to the name of the pushbutton in the Screen Painter). The secondary screens can be added to the additional data screens with automatic numbering (maximum of 15 additional screens including secondary screens).

Figure 48: Screen Sequence

A screen sequence consists of logical screens (views) and secondary screens. The sequence of the screens can be specified for each screen sequence. You can define a screen sequence to suit your requirements.

Figure 49: Subscreens

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PLM114

Lesson: Configuration of the Material Master

A logical screen (view) consists of several screen modules. It consists of a subscreen container where you can enter several subscreens (maximum of 6). Standard screen modules (SAPLMGDI) have exactly one frame that can contain up to 10 lines and they have exactly 83 columns. You are free to choose the sequence of the screen modules. You can vary the number of subscreens for each logical screen. Subscreens from different logical screens can be grouped together on one screen. The maintenance status of the screen module fields must be the same as the maintenance status of the logical screen. You may have to extend the statllS of the logical screen in Customizing. Changes to a logical screen are saved in the screen sequence that is changed. This means that if you change the structure of MRP 1 in sequence 99, this change is only effective in sequence 99.

Figure 50: Topic Summary: Customized Material Master

When creating your own logical screens we recommend that you use the standard subscreens that are already available.
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You will need your own subscreens if different field groups or new fields are required. To create your own subscreens, copy standard program SAPLMGDI to its Owtl function group (for instructions, see the IMG). Then create the required subscreen in the new function group. Append structures have been defined in DDIC for including your own fields.

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You can only include fields from user-specific tables and user--`specific subscreen containers in program SAPLMGMM by using modifications. Before you configure your own material master record dialogs, be sure to read the IMG.

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Y# tab

(where

,-

Easy

Access

Material for with maintaining

all

Choose Enter.

Wait! Approximately 3000 dependent objects are copied.

Choose Save.

Select your new screen sequence Y# and double-click on Data screens to go 4. to the dialog structure. Select the data screen Basic data 2 (Screen.` 08 ) and double-click on subscreens to go to the subscreens. Select module 2010 and choose De/etc (Sflift+F2). Return to the data screen view.

5. The data screen 29 (MRP 4) should be adjusted. Simulate the screen first, and then delete all subscreens except:

You should use the subscreen procurement (2484) from the data screen 27 (material requirements planning 2). Simulate your changes. Select data screen MRP 4 (screen 29) and display the subscreens. Display the subscreens by clicking Data screen view. (Leave view using Exit.) Select and delete all subscreens except 1005, 2502, and 2504. Continued on next page

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Overwrite the first subscreen 0001 ( = sequence nmnber 4) with that of procurement 2484 from screen 27.
Simulate the changed screen: Data screen view.
Save your changes.

Delete data screen 27 (MRP 2) from your screen sequence. Go back to the Data screens view again, select the MRP 2 (screen 27) screen and delete it with all its dependent entries. 6. Approximately 92 dependent objects are deleted.
Choose Save.

Change your screen sequence ## so that the data screens appear in the following sequence:
7.

The rest of the sequence following these data screens should remain unchanged. Under Maintain Order of Main and Additional Screens, select your screen sequence number and click the Details icon or double--click on the new screen sequence. Change the order according to the task.

Choose Sort Main Screens (renumbering) and save the new sequence. The screen sequence should be effective for your user. Define a screen 8. reference for your user and determine a new list of inHuencing factors.

Cont.imted on next.page

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PLM114

Lesson: Configuration of the Material Master

In Screen sequences for users / material tVpes transactions /assign indust sectors, display the step Screen reference user. Maintain a new entry. Use the user name that you used to log on to the system and assign an abbreviation to it. For example, Y# (the same abbreviation as the new screen sequence). Choose Save. Under Controlling screen sequence, create a new string (New entries) or copy the existing control string with the screen sequence 21 as a template, and enter the following values:

ave your changes.

9. Check your settings by displaying material master T-Fl##.

Check your seHings as described in the exercise.

General Check Tables for the Material Master Record

Figure 51: Other Check Tables for the Material Master Record

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The material master contains a series of fields that are checked against other tables. These tables must be set up before you create material master records.

Hint: In addition to the check tables listed above, there are also check tables for which no hard check is performed. Jn other words you need not necessarily make an entry in Customizing. Here you can make entries that were not made available previously. However, these entries do not update the Customizing table: For example basic material in basic data 2.

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Exercise 4: Material Types, Field Control and Material Status

Exercise Objectives
After completing this exercise, you will be able to: ' Create a new material type Set up a new field selection for your new material type and a new material status
i. ._.

Business Example
A new material type is needed in plant 1000. Because the old material number from the legacy system is very important, it is to be turned into a required entry in SAP ECC. A new material status should only allow the maintenance of BOMs with a warning message.

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Task 2:
Check the number assignment for materials of your material type.

assignment group

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new Wh~ 3. her s be to th op

material

Copy the field selection reference Z## with reference PERT, and define the 4. fields mentioned above as required fields at the same time.
5. Now assign the fzeld selection reference Z## to your material type MA##. Test your setting by creating a material T-A## with material type MA## 6. (basic data views 1 and 2 only and work scheduling for plant 1000). The old material number for this material is your choice. Use material status 02 on valid-from date <today>.

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