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Master Data in Materials Management: Contents

Settings for material types

Field selection control for material types

User-specific material master

Vendor master

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Master Data in Materials Management: UnitObjectives

After working through this unit, you will be able to:

Carry out the configuration and controls for the materialtypes

Define the material number assignment

Determine and configure the field selection controlusing the influencing factors

Configure a simple user-specific material master

Define the necessary settings for the vendor master

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Global settings:- Continual updating of administrative data on material- Criteria for termination of period closing program- Standard document type- Asynchronous updating of administrative data on material?

Maintain company codes for Materials Management

Make settings for material numbers

Define entries in check tables

Set up material types

Make settings for field selection and screen sequence

Technical settings

1

2

3

A BC

MaterialMaterial

MaterialMaterialA

1364987

123 936

Material Master Configuration Sequence

About global settings: Administrative data on a material is updated when material master records are created or changed.

You can select whether:

the update should only take place at table level (for example, client level, plant level)

or also when individual material statuses are created or changed (for example, purchasing data, MRP data, and so on).

The period closing program terminates if the permitted number of incorrect material records is exceeded.

The standard document type for engineering/design drawings is used if the document administration is active.

The updating of administrative data on a material at the time of data transfer can be carried out asynchronously. It can be compiled retrospectively; you will find the function under “Tools”.

You can activate special individual processes for reference materials using an indicator.

About maintaining company codes for Materials Management: You can also initialize a company code with the period closing program. You define the current

posting period and the fiscal year for the material master records (accounting data) during initialization.

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Control via Material Type

Material type

Material

Field selection and screen sequence

General indicators for price control, special processesand for Retail

Costing control

Item category group SD

Views for material maintenance

Procurement type (internal/external)

Type of inventory management (quantity/value)

External alphanumeric number assignment without check

Assignment of account category references

Authorization group

MaterialMaterialA

Material typeMaterial type

A

A material type is specified for each material. The material type is part of the general data on a material.

The user departments defined for a material type decide which views can be maintained for a material belonging to this material type, thus determining which applications are able to use the material.

The type of inventory management (quantity-based and/or value-based) can be determined for a material type on a valuation area-specific basis.

The material type controls essential processes in individual applications. For example, in Customizing for PP, you define the specific material types that are included in or excluded from the creation of BOMs and routings in your company, depending on the usage.

The type of price control can be defined as an optional or mandatory default value.

Valuation classes are used to assign stock and consumption accounts. The account category reference is used to assign the permitted valuation classes for each material type.

You can identify inconsistencies in the valuation areas in the Customizing facility for the material type.

You can specify which material types are maintained using special creation transactions.

Individual flags such as “material type ID” and “time until deletion” are only used in SAP-Retail.

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Material Master Maintenance: Views

MRP

Stocks at plant/ storage location

Purchasing

Accounting

Storage

Costing

Forecasting

Sales/distr.

Classification

Warehousemanagement

The material master is The material master is

the central data object the central data object

in the R/3 System. It is in the R/3 System. It is

used to represent raw used to represent raw

materials, auxiliary materials, auxiliary

materials, operating materials, operating

supplies, semi-finished supplies, semi-finished

products, finished products, finished

products,products, PRTs PRTs

......

Definition

MaterialMaterialmaster recordmaster record

Basic data

Workscheduling

t

AB B C

B

A BXX XX

Each user department has its own view of a material master record.

For the management of BOMs and routings you must create at least one view at plant level.

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Number Assignment for Materials

Group 01

Internal interval NA

External interval NA

Group nn

Internal interval NA

External interval NA

...

MaterialMaterial

Material typeMaterial type

Check externally assigned numberCheck externally assigned number ??

The groups of material numbers are defined independently of the company code or fiscal year.

First you must maintain the groups. Then the material types are assigned to the groups.

You can assign an interval to one group only.

You can change the number level of a interval manually.

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How the Material Number is Displayed

Material number:18 characters

Material number:18 characters

Database

Material

Conversion

Input/output length

Leading zeros

Template

Form of storage

The specifications regarding material number conversion apply only to online activities and printouts.

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Field Selection for Material: Influencing Factors

..................

..................

..................

?

Transaction

Procurement indicator

Material type

Plant

Industry sector

SAP/user

Field selection

R

There is a separate control string for each of these influencing factors.

Each item in a control string of this type relates to a group of material master fields.

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Field Selection for Material: Control String forInfluencing Factors

Material type

Plant

Industry sector

Transaction

Procurement indicator

SAP/user

Field reference Control string

In-house/extern. Control string

Field reference Control string

Field reference Control string

Field reference Control string

Field reference Control string

As a rule, you use a reference key to specify which control string is valid for the relevant influencing factor.

You can maintain the reference key for the material type, the plant and the industry sector in the configuration menu.

Each item in a control string of this type determines the field selection for a group of material master record fields. Using the configuration menu, you can establish the group to which the individual fields have been assigned.

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Field Selection: Procedure

Determine the field selection group, to which the field to be changed belongs

Determine the influencing factor forchanging the field selection

Determine the relevant control string

Change the field selection for this group in the relevant string

Check the link

11

12

1

1

1

3

4

5

++

+

+

+*

** * *

-

-

-

-

-

- - - -

*

*

.

..

Link rules Link rules

E.g. mat. type ROH

E.g

. Tra

ns

ac

tion

co

de M

M0

1

As a rule, the field selection in a material master record transaction is determined by several control strings.The entries in all the control strings that are valid for the relevant operation are linked together on a position basis.

Each of the link rules shown above determines the result of the field selection for a group of material master fields.

The symbols have the following meanings:

- hide* display+ mandatory entry. optional entry

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Basic data 1 Basic data 2 Classification Purch. Foreign trade export Purchase or

XYZ

Material Edit Environment System Help

Extras OrganizationalLevels

Material Demo LO550Rev

General Data

Dimensions/EAN

Packaging material data

Base unit of measure

Old material number

DivisionProduct allocationX-plant matl status

Net weightGross weightVolumeSize/dimensionsEAN/UPC

Matl grp ship. matls

Create Material - General: Basic Data 1 M ROH

Material groupExt. matl groupLab./office

Valid from

Weight unitVolume unit

EAN category

pc

Screen data

Field data

GUI data

Field description for batch input

Program name

Screen number

Transparent table

Field name

Scrn field

Program name

Screen no.

Program name

Status

Data element

DE supplement

MARA-MEINS

SAPLMGMM

4000

Navigate

Technical InformationTechnical Information

2001

SAPLMGD1

MARA

MEINS

MEINS

0

SAPLMGMM

DATE00

User-Specific Material Master Dialog

• Screen module• Program• Screen number

Logical Screens• Sequence• Tabstrips

Logical screens

A logical screen is a screen that you can select in the view selection dialog box. Each logical screen is assigned to a screen container. A logical screen is made up of several screen modules (subscreens).

Screen modules (Subscreens)

As a rule, screen modules correspond to the individual frames of a logical screen. They represent the program screens processed in the material master dialog.

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Logical screen 01“Initial”

Logical screen 08“Purchasing”

Logical screen 24“Purchase ordertext”

::

::

::

Logical screen 12“MRP 1”

Logical screen 01“Initial”

Logical screen 12“MRP 1”

Logical screen 13“MRP 2”

::

::

::

Logical screen 16“Work scheduling”

Logical screen 07“Construction”

Screen sequence 01 Screen sequence 02 Control

Screen (Screenpainter)

Program (Screenpainter)

Screen type: main screensecondary scrninitial screenclosing screen

Sequence control

Influencing factors

Addit. function assignment

Maint. status (K,E,D,.....)

Screen modules

User-Specific Material Master: Screen Sequence

The logical screen is the visible data screen.

It consists of a container screen with empty subscreen areas as a placeholder for screen modules (field groups) containing the actual fields.

You differentiate between: Main screens (max. 29) that can be reached via the Goto menu Extras screens (max. 15) that can be reached via the Extras menu and

Others (cannot be configured, such as initial screens)

Standard screen menus (SAPLMGD1) have exactly one frame with a size of max. 10 lines and exactly 83 columns

The maintenance status of the logical screens affected must match the maintenance status of the fields contained in the logical screen (Example: 'ED' means only MRP and purchasing data are allowed).

The additional screens are assigned to the main screen using function codes PBxx (corresponds to the name of the pushbutton in Screen-Painter)

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User-Specific Material Master: InfluencingFactors

Transaction screen reference

Userscreen reference

Material typescreen reference

Industry sectorscreen reference

R

Screen sequence

Transaction screen reference

When maintaining the material master, you use this screen reference to put transactions into groups by assigning the same freely selectable names to the various transactions. You use these groups as influencing factors for establishing the screen sequence.

User screen reference

When maintaining the material master, you use this screen reference to put users into groups by assigning the same freely selectable names to them. In this way, you can assign the same screen sequence to all users in a group.

Material type screen reference

When maintaining the material master, you use this screen reference to put material types into groups by assigning the same freely selectable names to them. In this way, you can assign the screen sequence depending on the material type.

Industry sector screen reference

When maintaining the material master, you use this screen reference to put industry sectors into groups by assigning the same freely selectable names to them. In this way, you control the assignment of the screen sequence depending on the industry sector.

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Screen Sequence: Influencing Factors

Transaction User Material type Industry sector Screenscreen ref. screen ref. screen ref. screen ref. sequence

01 MODEL ROH M 01

01 MODEL ROH C 02 02 XY * * ZZ

Transaction User Material type Industry sector

Grouping ofGrouping oftransactionstransactions

Grouping of Grouping of usersusers

Grouping ofGrouping ofindustry sectorsindustry sectors

Grouping of Grouping of material typesmaterial types

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Configuring a User-Specific Material Master

Copy the standard screen sequence "01"

Use your own name range for the screen sequence => Y*, Z*

Delete, add to, change the logical screens in the new sequence

Define the sequence of the logical screens in the screen sequence

a) Use the standard screen modules (recommended)

b) Use the field selection control to include or hide fields

c) Program and integrate user-specific screen modules

d) Define the sequence of the screen modules on the logical screen

Link the new screen sequence to the required influencing variables

Logicalscreen

When structuring your own logical screens, you should use the existing standard screen modules.

You need to use your own screen modules if you require different field groups or new fields.

To create your own screen modules, copy standard program SAPLMGD1 to a function group of your own (you will find instructions for this in the IMG). Then create the required screen modules in the new function group.

Append structures are provided in DDIC for integrating your own fields.

You can only integrate fields in program SAPLMGMM from user-specific tables and user-specific container screens using a modification.

You must use the IMG to structure your own material master dialogs.

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Material Status

Application No dialog Warning Error

ApplicationApplication ControlControl

Purchasing

BOM headerBOM item

Routing

Independent requirementsForecastMaterials planning

Production order headerProduction order item

Quality inspectionProduction resources/tools

Plant maintenance

Inventory management

x

xx

x

x xx

xx

x x

x

x

Material status field Material status field

MaterialMaterialA

The material status enables you to control the usability of a material for business applications.

The material status is defined in the material master record and depends on the material and plant in question.

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Vendor Account Groups

Number interval

Number range One-time vendor indicator

Field selection

Account groupAccount group

The account groups for creditors or vendors control:

The field selection

The number range

Internal/external number assignment

Account groups for one-time vendors contain a special indicator.

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Field selection forField selection for Basic data Basic data

Company code data Company code data Purchasing data Purchasing data

Purchasing data:Purchasing organization

Accounting data:Company code

Account group Transaction

Vendor Field Selection and Influencing Factors

The link rules for the individual field status definitions correspond to those that apply to materials.

You can maintain the field status definitions for vendor master record maintenance in the following ways: Centrally For Purchasing For Accounting

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Kreditor

Partner Roles

Customs agent

Ordering address1

2

Supplier of goodsGoods recipient

Invoicing party

?=

Vendor

In the standard system, the following partner roles are defined as examples:

· Vendor

· Ordering address

· Supplier of goods

· Invoicing party

· Different payee

You define in Customizing which partner roles are optional and which are mandatory. In the standard configuration, all partner roles are optional, except that of vendor. If no other roles are maintained, the data for the “vendor” role applies.

You can define your own partner role assignments using the partner schema.

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Partner Roles - Partner Schema

Partner rolesPartner roles

VD VendorOA Ordering addressPI Invoice presented byGS Goods supplierAZ Other pymt recipient

Partner roleallowed for

account group?

Partner schemaPartner schema

0001 Vendor MandatoryVD xOAAZ

0002 Purchase ordersVD xOAPI

Partner schemaallowed for

account group?

Partner schemaallowed fordocument?

You can define partner roles in any way you want.

Depending on the account group, you define which partner roles are allowed for vendor master records.

You can define various partner schemas for vendor master records, purchasing documents and arrangements. You define for each schema whether a partner role is mandatory (required) and whether it can be changed.

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Master Data in Materials Management:Summary

The material type influences not only the maintenance of materialmaster records, but also the applications in which the material isused.You can change the settings for the standard material types andalso define new material types.

The material number assignment is defined at material type level.In addition, you can also influence the way the material number isdisplayed.

The material type is one of the factors that affects the fieldselection.

You can individually define the screen sequence for user-specificmaterial master maintenance and define your own screenmodules.

You control the field selection in the vendor master analog to thatof the material master.

You can define and assign your own partner roles in the vendormaster.

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