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SAP Master Data Governance for Material Data - Overview

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0% found this document useful (0 votes)
128 views113 pages

SAP Master Data Governance for Material Data - Overview

Uploaded by

Rahul Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SAP Master Data

Governance
on SAP S/4HANA
Central Governance of
Material Data

SAP Master Data Governance


October 2023

Public
Preface

SAP Master Data Governance (MDG) is a state-of-the-art master data management solution. It
provides out-of-the-box, domain-specific master data governance to centrally create, change, and
distribute, or to consolidate master data across your complete enterprise system landscape.

In this context, MDG can either run as a separate master data hub or be co-deployed on an
operational system. In both cases MDG can run on:
• SAP S/4HANA (private cloud edition or on premise)
• SAP ERP on HANA or any other DB

From a functional perspective, SAP MDG on SAP S/4HANA 1809 correlates to the SAP MDG 9.2
release based on SAP ERP 6.0.

Note that although no correlating SAP MDG on ERP release exists for the subsequent SAP S/4HANA
releases, many innovations have also been downported to earlier SAP MDG releases. You can find
SAP Notes relating to this in the appendix.

Public 2
Agenda

Introduction

SAP Master Data Governance Capabilities

SAP Master Data Governance Principles

Function in Detail

Integration Scenarios

Solution Benefits

Public 3
SAP Master Data Governance
Consistent high-quality master data for your entire organization
SAP Master Data Governance is a state-of-the-art master data management application, providing preconfigured,
domain-specific master data governance to monitor and correct potential data quality issues, to centrally create, change,
and distribute, or to consolidate master data across your complete enterprise system landscape.

Central governance or consolidation for consistent master data


▪ Enables centralized governance, compliance, and transparency of master data during
creation and change through integrated staging, approval, and central audit trail
▪ Delivers consistent definition, authorization, and replication of key master data entities
▪ Eliminates error-prone manual maintenance processes for master data in multiple systems
▪ Supports consolidation of decentralized master data in any enterprise system landscape to
create best records and key mapping between duplicates
▪ Optionally combines consolidation with central governance for sustained master data quality

Quality Management
▪ Define master data quality rules, striving for consistent usage across all points of data entry,
and enabling data quality monitoring, analysis and remediation
▪ Observe and investigate master data management process quality to enable optimization

Integration and re-use


▪ Native integration and openness to integrate 3rd-party services
▪ Re-use of SAP’s data models, existing business logic, and configuration for data validation
▪ Open application to manage your own master data flexibly also for non-SAP environments

Public 4
Typical approaches to master data management
Central governance and distribution / de-central ownership and consolidation

LoB customer LoB procurement LoB finance LoB production Other LoB

Systems under central governance


SAP Master Data Governance
ality Ent
er
qu – central governance

qu
fin
Create master data in-line with business

alit
De

y
processes (such as integrated product
Enterprise development or supplier management)

Im pr
SAP Master Data Governance master data

y
alit
– consolidation

ov

qu
qu

e
r SAP Master Data Governance
Consolidate master data into a single view alit
y onito
M
for accurate analytics and operational – data quality management
insight (continuously or on request, such as Manage master data quality by defining,
for initial load or mergers and acquisitions) enforcing, monitoring, and improving quality
Systems not under central governance

Legacy systems Reporting and analytics Business networks Cloud

All typical approaches are supported: central governance with distribution, decentralized ownership with consolidation, data quality monitoring with remediation
Public 5
SAP Master Data Governance
Product description
All domains and processes
Service and
Order to cash Procure to pay Design to order Acquire to retire
maintain
Key capabilities
Enterprise
The application for master data
Customers Finance Vendors Materials Products Assets Location
the entire enterprise
master data management All use cases and implementation styles
Manage data quality
Continuous quality management and remediation
Ensure high data quality by continuously measuring, analyzing and correcting quality issues

Periodic consolidation for analytical purposes


Get data clean
Enable data consistency via consolidation for analytical use cases like global spend reporting

1 Get data clean


Consolidation for initial load before central governance
Enable data correctness and accuracy via consolidation run before starting central governance
2 Keep data clean

Get data clean Consolidation for M&A (or for MDG rollout to more regions/units)
Enable data consistency via consolidation every time it comes to an acquisition or, for example,
Keep data clean when onboarding master data for more regions, while continuously running central governance

Keep data clean


Central governance only
Have clean data at the point of creation or change

Get data clean Coexistence hybrid approach


Deliberately keep some parts under local ownership with continuous consolidation and some
Keep data clean parts under central governance
Public 6
Agenda

Introduction

SAP Master Data Governance Capabilities

SAP Master Data Governance Principles

Function in Detail

Integration Scenarios

Solution Benefits

Public 7
Master Data Governance Capabilities
Establish Best-Quality Master Data to Optimize Business Processes

Reusability 5 1 Deliver
& Extensibility Out-of-the-Box

SAP
Master Data
Robust Data
Governance Integrated
2
Replication 4 Object Model

Governance,
3 Collaboration
& Data Quality
Public 8
Master Data Governance Capabilities
1 Deliver out-of-the-Box

Full Integration to SAP systems as a client


Low TCO
Offer integration services for non-SAP client systems

Workflow flexibility closely integrated to a framework


Flexibility
for defining business rules

Deliver a process-centric solution,


Ease of Consumption with roles and a web-based user interface
Deliver predefined data quality services

Deliver a data model


Best Practice proven by several applications & industries

Process Transparency Re-use of existing processing logic

Out-of-the-box data replication mechanisms,


Integration using stable mechanisms

Public 9
SAP Master Data Governance
Integrated Object Model

Out-of-the-box delivery of proven data models for operational and financial master data
Financials Material Supplier & Customer Enterprise Asset Mgmt. ** Retail & Fashion Mgmt. ***

Basic & Classification Data


Business Partner Attributes

Asset Structures
GL Account* /
Basic & Classification Data
General Data & Work Centers Descriptions Units of Measure
Chart of Accounts Descriptions Central Data Roles
Tax Bill of Material
Equipment Master

Linear Asset Capabilities


Cost Element* / Units of Measure Bank Details Identification Textile Components
Accounting, Controlling and Consolidation

Hierarchies Functional Location & Fiber Codes


Quality Data Tax Numbers Industry Sectors
Object Links and Networks Characteristics
Financial Reporting
Assignment & Variants
Structures: EAN, UPC Addresses with Usage and Versions
Balance Sheet, Maintenance Plans Distribution Curve

Work Management
P&L Statement Classification Business Partner Relationships

& Procurement

Purch.
Maintenance Items Purchase Info Record
Cost Center / Document Link
Supplier Attributes Customer Attributes Purchasing Org / Vendor / Site
Hierarchies Measuring Points
Sales Data General Data General Data
Profit Center / Stores Distribution Cntrs.

Logistics, Listing, Sales


Task Lists
Logistics Data

Hierarchies Listing Layout Module


Plant Data Comp. Code Data
Service Master
Comp. Code Data Point of Sales Sales Org. Data
Internal Order
Storage & Sales Area Data
Assortment Season Assignmt.
Warehouse Data

Bill of Material
Company Header: Identifying and Quantity,
Purchasing Data Tax Indicators Additionals Article Hierarchy
Validity Data, Material Data, Texts
Production Version

MRO
Consolidation: Substitution Additional Texts
Item, Group & Contract Account Attributes Item: Detail, Quantity, Status, Document Management System
Value

Hierarchies, Unit, Valuation, Costing, MRP and Purchasing Data,

FMS
Break Down Category Material Ledger General Data Partner-specific Data Text and Document Assignment Segmentation Seasons

* User interface integration betw een GL Account and Cost Element only supported in SAP MDG on SAP S/4HANA ** SAP MDG, enterprise asset mgmt extension by Utopia *** SAP MDG, retail & fashion mgmt. extension by Utopia
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Master Data Governance Capabilities
2 Integrated Object Model

Identifying Material Data ~ 10 fields


▪ Both SAP internal (material number) as well as external standards (GTIN)

Descriptive Material Data ~ 100 fields


SAP MDG
▪ Help to understand what a material is but do not control processes
▪ Are as different as the products of our customers in
▪ Typically realized via Classification (rather than Field Extension) S/4HANA
1909
Process Controlling Material Data ~ 1.000 fields
▪ Control the behaviour of SAP business processes
▪ Proprietary to SAP applications

SAP MDG Scope includes (~ 700 fields)


▪ Basic Data (Purchasing, Sales, Storage, Service Parts, Warehouse Management, Shelf Life) and Long texts / notes
▪ Dimensions / alternative UOMs / GTIN/EAN handling
▪ Classification / Lean Classification
▪ Sales Organization / Distribution Channel specific data / Tax Classification
▪ Plant specific data (with Inspection Setup, MRP Area, Production Version, Advanced Planning, Production Resource/Tool)
▪ Storage Location Data
▪ Valuation data (with Material Ledger)
▪ Document Assignment
▪ Warehouse Data
Customers can enhance the data model
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Master Data Governance Capabilities
2 Integrated Object Model

Change Document Production


Material Management Link Version
Basic Sales Plant Valuation Storage Warehouse Change Number DMS Production
Classification
Data Data Data Data Location Data Revision Level Link Version

Class Plant Data Valuation Storage Loc Document


General Data Sales Data WM Data
Assignment MRP… Data General Data Link Text

Plant Data
Characteristic Sales Storage Loc Storage Ty pe
Descriptions Production Costing Data
Valuation Grouping MRP Data Data
Planning

Tax Plant Data


Plant Data
Unit of Measure Classif ication Work
Costing
Sales/Purchasing Scheduling

Plant Data Valuation


Plant Data
GTIN/EAN Quality Data with
Sales
Management Material Ledger

Internal Plant Data Plant Data


Comment Foreign Trade Purchasing

Basic/Quality / Plant Data


Sales Text
Purchasing Text Stock Planning

Material
MRP Text
Sales/Purchasing

Material Quality
Quality /Storage Inspection Setup

Material
Serv ice Parts MRP Areas

Public 12
Master Data Governance Capabilities
2 Integrated Object Model

Simplification for S/4

The following fields are related to MRP data and are on the simplification list (see SAP Note 2267246):
Unit of Measure Group (MARC-MEGRU), Quota arr. usage (MARC-USEQU), Selection Method (MARC-
ALTSL), Action control (MARC-MDACH), SLoc MRP indicator (MARD-DISKZ), spec.proc.type SLoc
(MARD-LSOBS), Reorder Point (MARD-LMINB), Replenishment qty. (MARD-LBSTF).

The following fields are related to Foreign Trade data and are on the simplification list (see 2267225):
CAP product list no. (MARC-MOWNR), CAP prod. group (MARC-MOGRU), Preference status (MARC-
PREFE), Vendor decl. status (MARC-PRENE), Exemption Certificate (MARC-PRENC), Exemption Cert.
No. 9 (MARC-PRENO), Validity date of vendor declaration (MARC-PRENG), Iss.date of ex.cert. (MARC-
PREND), Military goods (MARC-ITARK).

These fields are removed from the related MDG UI configurations of entities
MARCMRPLS, MARCMRPSP, MARCMRPMI, MARDMRP, MARCFRGTR.
Public 13
Master Data Governance Capabilities
3 Governance, Collaboration…

Possibility to extend the process by


Linear or distributed and workflow
adding business logic and thereby
based bringing in data quality
Business Logic

Data in process stored in a separate


Has roles and responsibilities and
repository, will be transferred to
also task authority operational database after final
(e.g. create, change, approve)
approval

Flexible enough to respect the


Can be adapted and tailored based distributed responsibilities existing
on customer needs in a company across various
business units

Public 14
Master Data Governance Capabilities
3 …and Data Quality

Prevent creation of duplicates for increased


effectiveness and efficiency
▪ Checked early and embedded in the process
▪ High detection quality of matching using SAP HANA-
based or Enterprise Search

Validations
▪ Re-use of existing validation logic
▪ Custom validations can be modelled and programmed
(For example, code lists, simple checks, or rules using
BRFplus)
▪ Integration of rules from MDG Data Quality Management

Public 15
Master Data Governance Capabilities
3 …and Data Quality

Showing what was changed


– Changes by earlier processors and own (unsaved) changes in
two colours
– Previous, changed, and last-saved value per attribute
– Available for all fields, including table cells, rows, navigation
elements, etc.

Helps people do their tasks


– Supports the processor to decide on their next action
– Supports approvers to quickly spot what they will approve
– Supports auditors to easily see what was changed

Transparency on what has happened in the past


– Change documents provide information on who changed which
attribute from what value to what other value, and by when
– Workflow logs show who was involved in the change request
process and who approved which data change
Public 16
Master Data Governance Capabilities
4 Robust Data Replication

Replication
▪ Direct, pooled or manual replication to SAP and non-SAP
systems
▪ Peer-to-peer or mediated

User
Replication Techniques
▪ DRF controlling replication mechanisms like
– ALE for SAP S/HANA, SAP ECC, R/3 and non-SAP systems
Process – SOA service (only in S/4) for SAP and non-SAP systems

▪ CIF for SAP SCM and MW for SAP CRM/SRM

Data
Replication Features
Replication
▪ Flexibility to replicate selected data only to a specific client
Non-SAP SAP
System System system by defining filters (controlled by DRF)
▪ Support of different object IDs or customizing keys between
hub and client systems (via mapping in MDG or PI)
▪ Monitoring and error handling

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Master Data Governance Capabilities
5 Reusability & Extensibility

Re-use standard content


▪ Re-use existing data structures and functionality of SAP
Individual Business Suite
Processes
Tasks
Enhance functionality
▪ Be able to enhance MDG functionality based on
Extended
predefined content (e.g. plant or sales data) or customer-
Reused
specific extensions

Extend data structures


Core
Processes
▪ Provide easy-to-use extensibility capabilities for enhancing
nodes and fields
– Data models
– User interfaces
– Processes
Central Team
– Data replication

Public 18
Agenda

Introduction

SAP Master Data Governance Capabilities

SAP Master Data Governance Principles

Function in Detail

Integration Scenarios

Solution Benefits

Public 19
SAP Master Data Governance Principles

▪ Central Maintenance of Materials


▪ Master data governance bundles together all activities for material master data
1 User-Centricity maintenance
▪ Central deployment and authorization ensures governance
▪ Local adaptation and personalization possible

▪ Change Requests With Built-In Approval Process


▪ Integrated process starts with a request to create or change a material, continues with
2 Governance processing and commenting by different expert users and stakeholders, and finishes with
approval or rejection by authorized experts
▪ All processing steps are supported by workflow

▪ Standardized but Flexible Processes Incl. Rules Management and Tracking.


3 Workflow ▪ The standard SAP Business Workflow is enhanced with a rule-based engine; therefore
changes in responsibilities and in processes can be reflected immediately and with ease.

▪ Staging Area to maintain inactive data of Material


4 Architecture ▪ Active area – Holds the active data; Staging – Holds the data during the change request
processing before approval
Public 20
User-Centric Principle 1
Central Maintenance of Materials
All activities around the creation and maintenance of materials are together in one place. Companies can establish it as the standard hub for
creating and changing materials. Customers can use the SAP Business Client Homepage or Fiori Launchpad (only S/4HANA)

Customer business challenges Business value


▪ Users maintained master data in different systems ▪ Material master data governance bundles together all
▪ Different transactions were necessary to execute the activities for material master data maintenance
maintenance tasks (change, create, delete) ▪ Central deployment and authorization ensures governance
▪ Planned changes were not transparent to other systems ▪ Local adaptation and personalization possible

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User-Centric Principle 1
Material Governance Homepage
• All relevant tasks reachable with just
one click

• Easy to configure and personalize

• PFCG Role SAP_MDGM_MENU_09

• Start a Change Request with for


example ‘Search Material’ or ‘Create
Material’

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User-Centric Principle 1
Fiori Launchpad in S/4HANA

• All relevant tasks reachable with just one


click

• Easy to configure and personalize

• Catalog SAP_MDG_BC_MATERIAL_DATA

• Start a Change Request with for example


‘Manage Material’

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User-Centric Principle 1
Workflow Inbox

• Workflow inbox shows Change


Requests for which you are the
processor.

• You can personalize this list to


your needs.

• Multiple options are available, for


example your can open the
Change Request or you can
forward it.

• A preview of the Change Request


is available.

Public 24
User-Centric Principle 1
Workflow-Step-Dependent Configuration Enables Flexible UI / Process Design

UI Configuration
Provide different User Interfaces per WF step based on the • Simple UI
task or knowhow of the user • Selected checks
Step 1 - and enrichments
Request

Validations
Enable or disable checks / enrichments • Expert UI
Example: Switch off required field check in Request UI • Extended checks
Step 2 - and enrichments
Check

Field properties
• Approver UI
Set some data to read-only
Step 3 - • Full Checks
Example: Expert can only maintain dimensions and the basic
Approve
data is read-only

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User-Centric Principle 1
Out-of-the-Box Configurations

The delivered configurations can be


used as a template or adapted in different
ways.

Application MDG_BS_MAT_OVP for


Single-Object Maintenance
FPM Application Configurations:
BS_MAT_INIT_09 (Initial Page)
BS_MAT_OVP_09 (Material create)
BS_MAT_OVP_09H (Material change)

Application
MDG_BS_MAT_SEARCH for Search
FPM Application Configurations:
MDG_BS_MAT_SEARCH_09
MDG_BS_MAT_SEARCH_04H

Public 26
Governance Principle 2
Change Requests with Built-in Approval Process

This function allows you to implement an integrated process of master data governance that starts with a request to create or change a material,
continues with processing and commenting by different expert users and stakeholders, and finishes with approval or rejection by authorized
experts.
All processing steps are supported by workflow.

Business User Master Data Specialist Business User Master Data Specialist

Request Creation / Review Complete Material Approve


Change of Material Change Request Data Change Request

Customer business challenges Business value


Requests and reasons for new or changed master data had to be communicated The approval process for maintenance of master data enables:
by phone or email to master data specialists. They had to gather any further ▪ Fulfilment of compliance requirements
information in a time-consuming process from other experts and stakeholders. ▪ Better data quality
Follow-up processing by certain specialists had to be triggered manually. An ▪ Faster and transparent decisions
approval process with a two-person rule could not be assured. ▪ Relevant information in one place

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Governance Principle 2
Change Request Header

Notes and attachments can be


assigned to the change request
header.

Requester has to enter a description.


Priority, due date and reason are
optional.

The change request tracker can be


called up via the new What’s Next
link, which is displayed in the change
request UIBB next to the entry for
the current work item. Any processor
assigned to a change request can
now view the current workflow step,
all previously executed dialog
workflow steps, as well as all future
steps needed until the change
request is successfully approved.

Last user can approve or reject the


change request.

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Workflow Principle 3
Standardized but Flexible Processes Incl. Rules Management
The data maintenance activities are bundled via a change request that is linked to a workflow. The workflow can be linear or distributed.
Besides automated steps, ad hoc steps, delegation etc. can be used.
The standard SAP Business Workflow is enhanced with a rule-based engine (Workflow template WS60800086); therefore changes in
responsibilities and in processes can be reflected immediately and with ease. There is also a workflow template WS46000057 without BRF+,
which covers the same processes.

Linear or distributed &


workflow based
Flexible enough to respect the distributed
responsibilities existing in a company across various
business units

Customer business challenges Business value


▪ Processes were unstructured and neither guided nor controlled ▪ Build-in guidance, monitoring and reporting using a standard
▪ High effort in data collection, change processing and issue workflow tool provides process and data governance
resolution ▪ Integrated tool for keeping data, process and issue
▪ High TCO and low flexibility if hard-coded semi-automated resolution in one place
processes are used ▪ Enhanced flexibility by integrated rules management

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Workflow Principle 3
Rule-Based Workflow Template

Rule-Based Workflow Template


• The generic workflow template (WS60800086) is
the foundation of the RBWF. The different
processes are reflected by BRFplus decision
tables, which are maintained in the Customizing
for each change request type.
• The combination of this workflow template with the
BRFplus decision tables allows you to easily set
up many different processes that can be flexibly
changed through Customizing.

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Workflow Principle 3
Rule-Based Workflow Components

Customizing BRFplus Decision Tables

Workflow
Template

Public 31
Architecture Principle 4
Staging Area to Maintain Inactive Versions of Material Data
As long as the change request for the creation or change of a material is in progress, the attributes of the material are sto red in an inactive
version that exists (in the case of a change) in parallel to the active version. When the change request is approved, the data is then written as
the active version to the master data tables and this new or updated record is then available for business processes.

Approval

Customer business challenges Business value


▪ Several users from different departments are involved in the creation of a ▪ Incomplete material (changes) are stored in an inactive version so the material
material item can only be used in business processes when it is approved (better process
▪ Material items were immediately available in the system as soon as the first quality)
user saved the entries ▪ Rejected change requests don't create a material number in SAP (better data
▪ Many incomplete material items and partial changes could exist quality)
▪ Planned changes were usually not visible to the business users ▪ Planned changes are visible to the concerned user groups (better transparency)

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Architecture Principle 4
Handling of Active and Inactive Data

To enable the master data governance process, MDG separates data as follows:
▪ Active data – Ready to be used by applications, can be distributed to client systems
▪ Inactive data – Not yet approved, currently part of a change request

Accordingly there are two separate storage locations:


▪ Active area – Holds the active data
▪ Staging – Holds the data during the change request processing before approval

For optimal integration, MDG allows two modes:


▪ Re-use active area (re-use mode): Existing application structures are used. E.g. MDG for material use of the MARA table
▪ Generated active area (flex mode): Tables as defined in the MDG data model are used to store active data
Flex Mode Re-use Mode

Request
Change
Request

New or
Change

New or
changed data changed data

Staging Activation Active Area Staging Activation Active Area


Inactive Data Active Data
Inactive Data Active Data

MDG Application Foundation MDG Application Foundation Suite Application


Public 33
Agenda

Introduction

SAP Master Data Governance Capabilities

SAP Master Data Governance Principles

Function in Detail

Integration Scenarios

Solution Benefits

Public 34
Function in Detail
• Process Flow
• Material Processes: Search, Create Material, Duplicate Check, Display, Change Material, Side Panel,
Copy, DMS and Classification Integration, Mark for Deletion
• MDG Fiori Apps: Request new material and Approve new or changed material
• Processing multiple materials: Multiple-Record Processing, MDG Mass Processing, MDG Consolidation
• MDG Data Quality Management
• MDG Framework Capabilities: Highlighting, Mass change, Support of parallel Change Request,
Additional Steps After Activation, Follow-Up Change Request and Recall Change Request, Enrichment
Spot, Governance Scope, Import Master Data, Key Mapping and Value Mapping, Worklists (My Change
Request, Display Change Requests, Change Documents), Data Replication, Process Reporting, Archiving
• Process Overview and Change Request Analysis for Products
Function in Detail: Process Flow

External Providers External Services

SAP Master Data Governance


Re-use existing business logic, Collaboration
integrate external services Adaptable workflow
for data enrichment, address
Auditable change process
cleansing, duplicate detection, …
2 3
Maintain Validate Approve Replicate
Central maintenance of 1 4
master data in staging area
Automatic replication to
non-SAP and SAP systems

Business Processes

5
Adapt
Adapt

Adaptation / enrichment
in local systems

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Function in Detail: Material Processes
Search Functionality
• Users can search for materials that are stored in the active or in the staging area.
• Search criteria combine material attributes and classification.
• Search uses SAP HANA-based Search, Enterprise Search or alternative search providers.
• The user can start a change request for single or multi-record processing directly from the results list.

Business User

Search Functionality

Search in Save and Trigger Multi


Search in Fuzzy
Staging Load Search Change Records
Active Area Search
Area Criteria Request Processing

Customer business challenges Business value


• Search results only took operational or active data into account, not the • Comprehensive search functionality simplifies daily work
inactive data in the staging area related to planned or future changes • Integration into change request processing enhances productivity
• Business activities could not be directly triggered from a search result list • Including inactive data from staging area reduces parallel change processes

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Function in Detail: Material Processes
Search Functionality

Consistent search UI containing all search capabilities


• Search methods easy to configure, more search methods can
be added (SAP HANA-based search is the default search
method)
• Search criteria combine material attributes and classification
• Drop-down lists of available fields and operators
• Add and remove search criteria (AND combination of multiple
parameters)
• The fuzziness threshold for search criteria can be customized. A
threshold of 1.0 will run an exact match search for that criterion
and hence behave as ‘equal to’ (SAP HANA-based search)
• Search criteria can be saved using a descriptive name for quick
and easy re-use (as a global or private variant)
• Search for hits within active and inactive data
• Preferred Language Sequence for Material Description if
description is not available in logon language
• Result can be downloaded to Excel
• Result list can be personalized
• One or more materials can be selected to find related change
requests

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Function in Detail: Material Processes
Search Functionality: Copy Search Criteria to Change Request

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Function in Detail: Material Processes
Search Options in SAP Master Data Governance

The following options are delivered:


You can use SAP HANA-based search.
• You can use it in a side-by-side approach or fully embedded if MDG itself runs on an SAP HANA
database.
• Follow the Configuration Guide which is available on SAP Help.
• With SAP HANA-based search for MDG, the federated search is not supported. If you require search
capabilities across systems and beyond the MDG system, Enterprise Search can still be used.
You can use Enterprise Search.
• You have installed and connected Enterprise Search either in embedded or federated form.

The following option is not delivered:


You can use Database Search in exceptional cases if the two delivered options are not feasible.
• Database Search is not released to be used in the context of master data governance for material for
live systems – it is only intended to be used as a temporary workaround for POC/Test purposes.
• Please follow the extension guide Replace Enterprise Search by DB or alternative search provider
which also lists the limited capabilities.

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Capabilities of the Search Options of MDG for Material
Main Features
Topic Enterprise Search SAP HANA-based search
Fuzzy Search Yes Yes

Support of Search Ranking (Score) No (SAP Note 2284745) Yes

Duplicate Check Yes Yes

Duplicate Check with Fuzziness Yes, can’t be switched off Yes, configurable (defined by search view)

Long texts (multi languages) Yes Yes

Free-text Yes Yes

Classification Yes Yes

Time-Dependent Classification Yes No (SAP Note 2284745)

Extensibility with fields Yes (higher effort) Yes (lower effort)

TCO Medium Low

Multiple Search Views (UI) No Yes

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Function in Detail: Material Processes
Create Material with Template, Initial Screen

• Copy from a template: Enter Material, and if necessary a Plant, Storage Location, Sales Organization and Distribution
Channel, Warehouse Number and Storage Type
• If you specify a Change Request as a template, inactive data of the material is then copied
• Only specified organizational levels of a template are copied. Otherwise no organizational level is copied

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Function in Detail: Material Processes
Create Material Overview Page

• Several actions are possible for processing a


change request (Customizing)
• Workflow is controlled by the BRFplus decision
tables when using the Rules-based Workflow
template or controlled by the Classic Workflow
template
• Dedicated users or organizational units are derived
for further processing
• Delivered template configuration: BS_MAT_OVP_09

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Function in Detail: Material Processes
Duplicate Check
A basic duplicate check is offered to avoid the creation of already existing materials. The information about potential
duplicates is provided when checking or submitting the change requests. It can be switched on or off per workflow steps.

Business User Master Data Specialist

Duplicate Check

Duplicate Check during


Duplicate Check during Ad Hoc Duplicate Check within
change request approval
Search Change Request
processing

Customer business challenges Business value


Users often created a new material item even if the material master already • The duplicate check improves the data quality as well as the decision and
existed in the system. This resulted not only in bad data quality, but also business process quality in the connected systems
generated unnecessary cost since every master data record has its price tagged • Avoiding duplicates as early as possible saves time and money in the master
during its lifecycle. data process

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Function in Detail: Material Processes
Display Material

• Display material via WebDynpro Application


Change Material
• Or display material via WebDynpro Application
Search Material and click on the Material Number
link
• Delivered template configuration:
BS_MAT_OVP_09H
• Switch to edit mode to create a new change
request or go to an existing change request

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Function in Detail: Material Processes
Change Material with Template, Initial Screen

• Copy from a template: Enter Material, and if necessary a Plant, Storage Location, Sales Organization and Distribution
Channel, Warehouse Number and Storage Type
• If you specify a Change Request as a template, inactive data of the material is then copied
• Only specified organizational levels of a template are copied. Otherwise no organizational level is copied

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Function in Detail: Material Processes
Change Material

• Review Changes by showing the Change


Documents, also in the Side Panel
• Several actions are possible for
processing a CR (Customizing)
• Workflow is controlled by the BRFplus
decision tables when using the Rules-
based Workflow template or controlled by
the Classic Workflow template
• Dedicated users or organizational units
are derived for further processing
• Delivered hierarchical template
configuration: BS_MAT_OVP_09H

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Function in Detail: Material Processes
BCV Side Panel Content for MDG Material

• Sales Overview: Sales orders created for the current material master.
• Production Overview: Production orders created for the current
material master.
• Purchasing Overview: Purchase orders created for the current material
master.
• Changes Overview: Changes raised by the current MDG change
request.

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Function in Detail: Material Processes
Copy Organizational Data

Copy organizational data


1. Mark already available organization 1.
2. Select ‘Copy’ button
3. Select target organization(s) not yet being
maintained
4. Data is copied and can be reworked

Copy organizational data is available for:


– Distribution Chains
– Plants
– Valuation Area Plant
– Warehouses
– Production Versions
– MRP Areas

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Function in Detail: Material Processes
Change Material Type

• The Material Change UI enables you to


change the Material Type
• Prerequisite: Authorization M_MATE_MTA

Public 50
Function in Detail: Material Processes
Document Management System (DMS) Integration

▪ Display, edit and delete links to document info


records
▪ Maintain long text information for material link
▪ Easy creation of new documents (and material
link)
▪ Display document info record dependent on
user/system environment
▪ Using PLM Web UI
▪ Using SAP GUI HTML
▪ Using SAP GUI (NWBC for desktop only)

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Function in Detail: Material Processes
Motivation for New Lean Classification

Feedback for MDG-M Classification (up to MDG 9.0 and S/4HANA 1610):
UI-related feedback:
• Classes and characteristics are not on same page
• User should not see a difference between normal attributes and classification
• More usable UI, possibility to adapt the UI

Function-related feedback:
• Integration of derivations missing
• Simultaneous display and change of classification is not supported (authorizations for display not possible)
• Simultaneous processing of different class types or classes using a parallel change request is not possible

Missing support in other MDG applications (up to MDG 9.0 and S/4HANA 1610)
No support for classification in MDG Consolidation
No support for classification for supplier and customer in MDG Central Governance

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Function in Detail: Material Processes
Capabilities of Classification and Lean Classification

Topic Classification available since EhP5 Lean Classification since MDG 9.1 / S/4HANA1709
Only for Material: For Customer, Supplier and Material:
Usage MDG Single-Object Maintenance UI MDG Single-Object Maintenance UI
MDG Consolidation
Simplified UIs; Class assignment and characteristics valuation work
UI UI reused from PLM
like normal entities in data model
Mass Not mass-enabled Mass-enabled API
Simplified back end features to reduce complexity; detailed
Functions Restrictions (see SAP Note 2461516)
information about included/excluded features in SAP Note 2479869
Predelivered CR Types: Predelivered CR Types:
CR Types
MAT01, MAT02, MAT06, MAT0A, MAT0B MATL01, MATL02, MATL0A, MATL0B, MATLCLF

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Function in Detail: Material Processes
Lean Classification

Usage of lean classification in MDG-M can be


configured using change request type

Assign Classes
List UIBB to assign multiple classes.

Enter Characteristic Values


Characteristics assigned to selected classes are
visible in one row and can be filled with a value. You
can use the icon to clear the value.

Multiple Values Characteristics


Multiple value characteristics are also visible in one
row and can be recognized by ‘+’ and ‘-’ icons. You
can use these icons to insert or delete rows.
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Function in Detail: Material Processes
Lean Classification Features and Restrictions

Supported Features
• Derivations using BAdI CROSS_ENTITY_BADI (incl. defaulting for class types and classes)
• Checks using BRFplus
• Authorizations (incl. display authorization)
• Change Documents
• Multiple class types and class assignments
• Characteristic values: Single or multiple values, additional values, intervals, mandatory checks (required entry)

Restrictions (not supported)


• Object dependencies (pre-conditions, actions, selection condition, procedures)
• Overwriting of characteristic values and overwriting of inherited values
• Engineering Change Number

You can find detailed information about included/excluded features in SAP Note 2479869.
Public 55
Function in Detail: Material Processes
Mark Material for Deletion

• Mark a single material for deletion


• Workflow is triggered and processed the same way as
• Or set the flag on an org level for the other processes.
• A change request is triggered and data is copied into the • The deletion is limited to the material entity. Currently no
staging area remote checks about re-use of the material are made.

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Function in Detail: Fiori Apps for MDG Material

The following SAP Fiori Applications are part of SAP MDG 9.0 and SAP S/4HANA 1610

MDG Fiori Applications Back End Front End (UI)

Lean Request for MDG Material MDG7.0 SP07 Onwards


OR MDG FIORI 1.0
MDG Fiori Request Applications MDG8.0 SP01 Onwards (UIMDG001 100) SP06
OR Onwards
Track status of My Requests MDG 9.0 Onwards

MG8.0 SP02 Onwards MDG FIORI 1.0


MDG Fiori Approve Applications Approve Material OR (UIMDG001 100) SP07
MDG 9.0 Onwards Onwards

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Function in Detail: Fiori Apps for MDG Material
Request New Material

Public 58
Function in Detail: Fiori Apps for MDG Material
Approve Material

Approve New Material Approve Changed Material

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Function in Detail: Processing Multiple Materials
When to Use What

Multi-Record Processing
• Well-defined governance process with multiple workflow steps
• Typically, a collaboration of multiple processors
• Governance processes exist for single and multiple objects
Examples:
– New global contract leads to changes in multiple materials, supervisor checks and approves changes
– MRP controller checks his materials and changes stock-relevant data, production supervisor needs to
agree

Mass Processing
• Interactive master data change process
• Typically ad hoc/on request/project-based processing by one data specialist
Examples
– Set distribution chain status of all materials of a closed sales organization
– Exchange MRP controllers
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Function in Detail: Processing Multiple Materials
Multiple-Record Processing

• Change selected materials when navigating from


the search UI to the multiple-record processing
application
• Copy multiple materials with sub-objects when
navigating from the search UI to the multiple-
record processing application
• Combined maintenance of different entity types
• List and Form UIBBs are supported
• Example UI configurations and Customizing
delivered by business configuration sets

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Function in Detail: Processing Multiple Materials
Multiple-Record Processing Features

• Add, copy and change materials, language-dependent texts and


organizational data in a change request
• Delete, remove and discard changes possible, with highlighting
• Copy with reference
• Create MuRP Change Request without selecting objects
• Add existing objects with New Button
• Several operators available in context menu (e.g. select rows with
identical value)
• Highlighting changes with different colours
• Saved changes
• Current changes

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Function in Detail: Processing Multiple Materials
Multiple-Record Processing Features: Button for Highlight Changes

The button Highlight Changes


(delivered in some template UI
configurations) allows the user
to toggle the highlight changes
function in Multi-Record
Processing.

At startup, the highlighting of


changes is always switched off.

This may enhance UI


performance in certain cases.

For more information, see SAP note 2547067 - MR Processing: Switch "Highlight Changes“ and How-To Guide Create User Interface for Multiple-Record Processing.

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SAP Master Data Governance, Mass Processing
Process Flow

Scope Selection Edit Validation Activation


Describe the scope of your Enter search criteria to select Edit the data using a tabular UI The system checks the validity The activation releases your
change by choosing the fields the master data objects that you by changing single or multiple of the data in the background. changes from the staging area,
that you want to change. want to change. fields at a time. so that the updated data is used
Verify the validation results and
The system copies the data to a in business processes.
Verify your changes based on correct the data if necessary.
staging area for processing. statistical information provided
In addition, DQM validation rules
by the system.
can be applied

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Mass Processing
Effective Process to Execute Mass Changes for Attributes

In a nutshell…
Highly effective mass change process enabling master data stewards to perform bulk changes in business
partner, customer, supplier, and product data.

Business value
▪ Highly effective data processing option for master data specialists
▪ Efficiently edit individual fields or make bulk changes by using a
tabular UI with the ability to filter and sort data
▪ Confidence and transparency when changing large volumes of
data through statistics, change indicators and ability to validate
prior to activating changes
▪ Packaging, queuing, and parallelization contribute to enhanced
performance even when processing large volumes of data
▪ Upload changed records from CSV or Excel© file to incorporate
offline processing and other information sources
▪ Background execution enables users to close the application
while processing continues. Users can check the status or
proceed with their work later
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SAP Master Data Governance, Consolidation
Process Flow

Calculate Best
Data Load Initial Check Standardize Match Validate Activate
Record

Open to SAP HANA View loaded data Validate and enrich Find duplicates based Create “Best Validate best records Provide consolidated
smart data integration, and check data address data on customer-specific Records” based on against back end master data for
non-HANA based quality based on matching rules approved match Customizing to verify analytical or
Possibility to connect
SAP ETL back end groups whether records can operational use
to 3rd-party tools for
mechanisms, Customizing Review match result be activated
standardization and BRF+ can be used for
non-SAP ETL options, Option to activate
enrichment customer-specific
or data import from file Validate against directly, or indirectly
Best Record
Usage of BRF+ for DQM validation rules trigger post-
Calculation
standardization and processing using
enrichment Review Best Record central governance
Calculation result

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Master Data Consolidation
Create a Single Source of Truth of Your Customer, Supplier, and Product Data

In a nutshell …
Highly effective data consolidation option for master data specialists seeking a single source of truth for customer,
supplier, and product data.

Business value
Enable consolidation for customer, supplier, and product data Data Initial Calculate
based on intuitive and flexible process with consumer-grade Load Check
Match
Best Record
Validate Activate

user experience through SAP FIORI user interface


▪ Highly effective data processing option for master data specialists
▪ Easy-to-use UI to visualize all data during a consolidation process
(drill-down, show changes, match review, best record review)
▪ Confidence and transparency when loading large volumes of data
through statistics, change indicators and ability to validate prior to
activating the data
▪ Configurable matching capability to identify duplicates inside loaded
records and against existing records
▪ Wizard-like UI to upload source data into the system
▪ Background execution enables users to close the application while
processing continues. Users can check the status or proceed with
their work later. Integration with MDG, central governance possible

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SAP Master Data Governance, Data Quality Management*
Process Flow

Define Quality Enter Quality Monitor Quality Improve Quality

Requirements are defined based on Ensure quality at point of entry Operational motivation: detect Correct data and drive the
your company’s business processes issues before processes fail correction process
Consider all entry-points: single
Priorities are set according to value, changes, mass changes, load Tactical: ensure progress and Fix data entry processes
impact, and quality evolution scenarios, in daily business, performance of current activities
Evolve the definition of quality
► Experts collaborate to define needed projects, …
Strategic: enable achievements,
► Tools to fix data and to improve
quality level and required checks ► Rule-based checks in all define new initiatives
checks at point of entry
► The system helps to identify processes of SAP MDG
► Easy to consume monitoring
additional meaningful rules ► Automation with derivations and trend reporting

Public *) only available with SAP MDG on S/4HANA 68


Data Quality Management
Define, measure, and improve the quality of your master data for sustained process excellence

In a nutshell …
Collaboratively define, implement, and govern validation rules for a consistent usage in master data processes.

Business value
Provide a comprehensive repository of well-defined and
agreed validation rules that provides transparency on
business aspects, the implementation, and the usage in
master data processes, to enable a consistent definition of
data quality, and continuous evaluation, monitoring, and
application of rules.
▪ Business partner and product master data covered as packaged
applications, and platform for custom-defined objects
▪ Collaboratively describe, catalog, and implement validation rules
▪ Use the same rule across all MDG processes to ensure correct data
entry
▪ Schedule quality evaluations, analyse evaluation results and initiate
correction of erroneous data
▪ Get an overview on current data quality status and KPIs

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Data Quality Management
Automate creating and updating master data for even higher data quality with less efforts

In a nutshell …
Collaboratively define, implement, and govern derivation scenarios for a consistent usage in master data processes.

Business value
Central place for derivations that can be used in all
MDG processes. Providing transparency on
business aspects and technical implementations of
derivations. Accelerates the automation in the
master data management process.
▪ Repository to catalog and define derivations
▪ Business partner and product master data covered as
packaged applications
▪ Comprehensive description of derivations, including
business aspects, ownership, and implementations
▪ Collaboration and status handling during the lifecycle of
derivations, from creation to sunset

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Data Quality Management
Using Data Quality Management Validation Rules in Central Governance

As a master data steward, I want to use


existing data quality rules for quality evaluation in
change request processing as well.

Solution: Integration of Data Quality Management


Validation Rules in Central Governance Change
Request Processing
▪ Enable additional usage of rule for check in change
request
▪ Re-use of the same rule implementation
▪ Flexibility to independently enable rules for evaluation
and check
▪ Open for custom implementation in the access class of
MDG, central governance for custom objects

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Data Quality Management
Using Derivation Scenarios

As a master data steward, I want to derive values of


single or multiple fields, create or update dependent
entities and keep an overview on my derivations so to
achieve a high degree of automation in my governance
processes.
Solution:
Integration of Data Quality Management Derivation
Scenarios into Central Governance based on a
background step in the rule-based workflow, a custom
BAdI implementation, a new API
(CL_MDG_MDQ_RBWF_DERIVE) and corresponding
customizing. See How-To Guide for more information.
Derivation scenarios provide derivation rules to derive
values of single or multiple fields as well as to create or
update dependent entities. Derivation scenarios
combine derivation rules into executable and
manageable units including lifecycle management,
configuration and data maintenance by business users.

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Function in Detail: MDG Framework Capabilities
Common Services of MDG for Material

Common services of change request processing


• Highlighting
• Mass change
• Support of parallel Change Request
• Additional Steps After Activation, Follow-Up Change Request and Recall Change Request
• Enrichment Spot
• Governance Scope
• Import Master Data
• Key Mapping and Value Mapping
• Worklists (My Change Request, Display Change Requests, Change Documents)
• Data Replication
• Process Reporting
• Archiving

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Function in Detail: MDG Framework Capabilities
Highlight Changes: Field Changes

Highlight Saved Changes: Supports processor Highlighting of Table Rows


when deciding about next action. Highlighted table rows refer to changes that you
Highlight Unsaved Changes: Provides can only see when navigating from a table row
information about what can be “undone”. to the details of a dependent entity.
Saved changes and unsaved changes in two Tooltip Information
different colours.
Field tooltip shows previous value.

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Function in Detail: MDG Framework Capabilities
Mass Change

• Optionally, create a change request and submit it


(typically w/o materials assigned yet)

• Now start the mass change and select your relevant


materials by choosing Define Selection (Step 1) and
Refine Selection (Step 2)

• Step 3: Replace one or more fields with one


dedicated value

• Step 4: You can review the results and execute the


change. If not yet done, you now need to assign an
open mass change request that is assigned to you,
or you can create a new change request

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Function in Detail: MDG Framework Capabilities
Support of Parallel Change Requests (Multiple Change Requests Per Material at the Same Time)

General data
Creation of material with initial Change Request
▪ One Change Request for create material Request Approve Activate

Parallel Change Requests for subsequent


individual processing
▪ Parallel Change Requests for extending material
▪ Extend material to different organizations or
change existing data in parallel to extend the Sales Plant2
Org1 General
material Plant1
Request

Activation for general data and per Request Request


Request
organizational unit directly after approval
Approve
▪ Workflow creation for each selected organizational

Maintain 2
Maintain 1
Approve 1

unit, activation after approval


Approve
Activate
Lock on entity level (interlocking) Approve 2

▪ Instead of lock on object level only Approve


Activate
▪ Change request type determines the maintainable
Activate

fields Activate

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Function in Detail: MDG Framework Capabilities
Additional Steps After Activation

As a master data steward, I want to trigger


additional workflow steps after the activation.
This may include additional steps related to
the object of the change request itself, and
could also result in a follow-up change
request as well (see IR 213267).
Solution: A user can now define additional
steps after the activation step, if necessary. In
other words, the workflow no longer has to
end after a change request has been
activated successfully.
Instead, after a change request has been
activated, further actions can be performed to
trigger additional dialog workflow steps. A
workflow item for these additional steps can
then be found in the workflow inbox of the
user who has been assigned accordingly.
Note that this new feature is included in the single maintenance UI, how ever it is not available if you are using a CR for multiple objects
involving the MASS, LOAD or HIERARCHY business activities, as these use a generic UI instead (USMD_CREQUEST_PROCESS).

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Function in Detail: MDG Framework Capabilities
Follow-up Change Request

As a master data steward, I want to define additional follow-up processes for object changes which are not part of
the original change request (for technical or organizational reasons). Those follow-up change requests should be
triggered automatically with reference to the existing change request.

As a master data steward, I want to be able to find the related change requests and to have transparency about the
related master data changes.
Solution: Master data stewards can define additional follow-up processes that are not part of the original change
request due to technical or organizational reasons using the existing How-To Guide. New links on the Change
Request UI and in the My Change Requests screen allow them to call up previous change requests and follow-up
change requests directly.

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Function in Detail: MDG Framework Capabilities
Recall Change Request

• As a requestor, I want to have the ability to recall the request after it has been routed for approval and before
the request has been approved.

• The change request should be


routed back to me, as I may
realize that additional changes
are required and might need to
recall it to add the data.

• An additional action
‘Recall by Requester’ is delivered
and can be used to setup
corresponding change request
step and workflow.

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Function in Detail: MDG Framework Capabilities
Perform Duplicate Check on Demand

• As a master data steward, I want to perform the


duplicate check on demand independently whether it
has been already performed or if data has changed
so that I can check for potential duplicates at any
time without pre-conditions.

• A new button is available in case a duplicate check


has been configured for the respective
CR-type and CR-step. If configured,
a duplicate check can be triggered
at any time.

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Function in Detail: MDG Framework Capabilities
Display the Number of Search Result Records

• As a master data steward, I want determine


the number of master data records
matching certain search criteria (which may
be empty) so that I can omit a real
search/retrieval of all master data records
since only the aggregate is of interest but
not the result list. This will save system
performance and reduce the time required
of get the number of records.

• For SAP HANA-based search an additional


search criterion ‘Number of Entries’ is
available. If selected the number of
matching master data records is displayed
instead of the search result list.

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Function in Detail: MDG Framework Capabilities
Data Quality Framework for Data Enrichment Spots

Data Enrichment Spots


• Flexible framework to define
enrichment spots
• Used by SAP, for example for
Address Validation
• Can be used by customers to define
further enhancement spots

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Function in Detail: MDG Framework Capabilities
Governance Scope - Deactivate Entity Types / Fields

Governance Scope
▪ Only parts of the data model shall be put under
governance
▪ Entity types / attributes can be excluded from
governance
▪ Excluded entity types / attributes
– Cannot be changed within a Change Request
– Are displayed only within the UI; can be
suppressed by changing the UI configuration
– Can still be loaded to active area but not via CR
/ staging
– Can easily be re-added to the governance
scope afterwards

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Function in Detail: MDG Framework Capabilities
Import Master Data
Material master data, Key Mapping and Value Mapping can be uploaded to the MDG system from an XML file using the MDG Import Master
Data transaction. The imported material master data can be adjusted or modified in a change request. Only when the change req uest is
approved is data written to the SAP S/4HANA material master data (which is the active area).
If data quality is good, the data can also be written directly into the active area.

Master Data Administrator Master Data Specialist Business User Master Data Specialist

File Import into Review Complete Material Approve


Change Request
* Change Request
* Data
* Change Request
*
Customer business challenges Business value
 No direct upload functionality was available within SAP ERP  Upload to MDG system (Material, Key Mapping and Value Mapping)
 No governance process existed for the upload of mass data  Built-in upload functionality for MDG increases the speed of updates and
streamlines integration between systems
 Governance functionality avoids creation of duplicates and ensures
completeness and accuracy of data

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Function in Detail: MDG Framework Capabilities
Key Mapping and Value Mapping
This feature supports the replication of data into systems with non-harmonized Customizing or with heterogeneous keys for material. For
example, in cases where the same material has a different material number on the master data governance (MDG) hub than on a client (key
mapping), or similar material groups have a different code in hub and clients (value mapping).

Master Data Specialist Master Data Steward / Automated step Automated Step

Maintain Key Mappings for Process Key- and Value


Trigger Data Distribution
Material Data Mappings

Customer business challenges Business value


Customers built their own solutions to map the values to distribute the data Heterogeneous system landscapes can be supplied using the key
correctly to different systems mapping and value mapping functionality offered with MDG

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Function in Detail: MDG Framework Capabilities
Worklists
• My Change Requests • Display Change Requests

• Change Documents

User parameter MDG_ATTRIBUTE_CHANGE can be used to display


‘Attribute Changes’ by default instead of the ’Change Overview’.
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Function in Detail: MDG Framework Capabilities
Data Replication for MDG Material, Outbound Implementations

You can decide which outbound implementation you want to use in the replication models.
• DRF outbound implementation I_MAT
The IDocs MATMAS (material) and CLFMAS (classification) are sent.

• DRF outbound implementation I_MAT_V2


With the new outbound implementation, the IDocs DOLMAS (document assignment), ECMREV (change
number and revision level) and MATQM (inspection lot) are sent in addition to MATMAS (material) and
CLFMAS (classification).

• DRF outbound implementation 194_3 (only S/4 HANA)


The ProductMDMBulkReplicateRequest_Out SOAP service enables you to replicate product master records
from the SAP S/4HANA system to client systems.

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Function in Detail: MDG Framework Capabilities
Data Replication for MDG Material Enable Pooled or Direct Replication

You can decide if you want to enable direct replication or pooled replication for each combination of business
object and target system. With direct replication the IDocs are sent with the activation of the change request,
with pooled replication the IDocs are sent periodically using the DRF change pointer.
• Direct Output: Changes are directly transferred to a target system.
• Pooled Output: Changes are collected and transferred in a mass process at a later point in time.
You can trigger the mass process for pooled output by starting or scheduling the report Execute Data
Replication (RDRF_MESSAGE_OUT) for the relevant replication models.

SAP MDG
ERP1
Direct Output

Change Pointer
GOVERN Pooled
Output ERP2

Direct Output
ERP3

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Function in Detail: MDG Framework Capabilities
DRF Replication Status Information

Replication Status Information


• Overview of replication status per material to all
relevant target systems
• Status per target system
• Green: OK
• Yellow: OK, but answer from target system still
pending
• Red: Error occurred
• Detailed log per target systems available

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Function in Detail: Master Data Process Overview

Summary dashboard displaying relevant process information for Products

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Function in Detail: Master Data Process Overview

The cards on an Overview Page provide you with one-stop information on


work due and the work done for the individual user as well as a set of
processes:
• Get overview and real time insight into open work items for change requests
• Analyze performance of completed work items for continuous improvement
• Change Request related information as trigger to work on change requests requiring
my attention (open CRs, long running CRs, rejected CRs)
• Average processing times of change requests to improve processing times
• Completed CRs and upcoming workload (i.e. open CRs)
• Consolidation processes and the status of these processes / which require my attention
• Quality of Mass Processing (number of objects per process, no. of changed objects,
runtime per process and no. of objects, validation status and threshold)
• Users will be able to hide and unhide cards in the OVP depending on working need

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Function in Detail: Change Request Analysis for Products

Analytical List Page


All apps implement the
SAP Fiori Analytical List Page
floorplan (ALP) and share the
same behavior.

• Header with the filter bar, here:


displaying visual filters for
Number of Change Requests by
Status, Number of Change
Requests by Priority
• Change Requests chart – smart
chart for visualization, drill-down,
filtering
• Change Request table –
analytical table for detailed
information, actions, export

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Function in Detail: Change Analysis for Products

Enables master data


specialists to get real time
insight into product master
data changes in change
requests by master data
attributes and organizations.
• View and analyze the changes
by your preferred dimensions
as of master data attribute.
• Multiple analysis targets
support different use cases:
Open CRs, Finalized CRs (with
and w/o details), All CRs
• Custom labels for fieldnames
in reporting.

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Function in Detail: MDG Framework Capabilities
Archiving

• The general recommendation is to archive


change requests. Archiving removes the
change requests from the database and
moves them to an external storage. This
will reduce the size of the database and
improve performance.
• Only change requests in a final state can
be archived, namely in the statuses Final
Check Approved or Final Check Rejected.
You can still access archived change
request from the application Display
Change Requests including their (archived)
change documents.
• Further information:
– SAP Note 2574330 (Archiving and
deletion of change requests)
– Online Documentation on Data
Archiving in MDG
Public 94
Agenda

Introduction

SAP Master Data Governance Capabilities

SAP Master Data Governance Principles

Function in Detail

Integration Scenarios

Solution Benefits

Public 95
Integration Scenarios
Integration with Inbound Product SOAP
Integration with SAP Product Lifecycle Management
MDG-M and Inbound Product SOAP

As a master data steward I want to follow-up on the CR which was created using SOA Service
(ProductMDMBulkReplicateRequest).
Solution: According to a specific DRF Customizing, a Change Request is automatically created if an
SOA service is received. It is also possible to trigger a Consolidation process or directly posting to
the active area.
• If the material doesn't exist yet, the default Change Request Type for the new Business Activity MATI with
logical action CREATE_DX is used.
• If the material exists already, the default Change Request Type for the new Business Activity MATU with
logical action CHANGE_DX is used.
• If multiple materials are sent, the default Change Request Type for the new Business Activity MATB with
logical action LOAD is used.

The new Business Activities MATI and MATU and new the Change Request Types MATL0I (SOAP
Product Inbound: Create Material) and MATL0U (SOAP Product Inbound: Change Material) are
delivered with BC set MDGM_MDG_MATERIAL_CR_SOAP_09.

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SAP Product Lifecycle Management and SAP MDG-M
Joint Value Proposition

SAP PLM allows customers to manage their product data along the entire product lifecycle from
idea through portfolio management, engineering, release processes and costing, to handover to
manufacturing and service.

SAP MDG provides central governance of master data across the material, supplier, customer,
financial and custom domains.

For many customers looking for a complete solution in the product space, both solutions are
needed.
• SAP PLM orchestrates the processes of managing product data.
• MDG provides detailed governance, control and data quality over the creation and update of material data
used in transactional, analytical and reporting systems.

A joint positioning of these products in a customer’s landscape will provide complementary benefit
to our customers and a complete product data management solution.

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SAP PLM and SAP MDG-M
Process Integration Scenarios

▪ Enablement for PLM integration scenarios:


– PLM Engineering Record
– Create New Material
– Change Existing Material
– Check Status Change Request

– CAD Desktop
– Create New Material
– Change Existing Material

▪ Available as SAP Consulting solution


▪ Concept reusable for integration into other objects

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Agenda

Introduction

SAP Master Data Governance Capabilities

SAP Master Data Governance Principles

Function in Detail

Integration Scenarios

Solution Benefits

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SAP’s Understanding of a State-of-the-Art Master Data Governance Solution

• Deliver process-centric solution


• Workflow closely integrated into a framework for defining business rules
Solution • Full integration to SAP systems and integration services for non-SAP systems
Strategy • Deliver roles on a web-based UI or Fiori UI
Ensure • Deliver a Data Model proven by several applications & industries
Master Data • Re-use of existing processing logic and out-of-the-box data replication mechanisms
Governance
• User-centricity: Central work center for the maintenance of materials
Basic • Governance: Change requests with built-in approval process
Principles • Workflow: Standardized but flexible processes incl. rules management and tracking
• Architecture: Staging area to maintain inactive versions of material data
• Search & Display
• Create, Change, Multi-Record Processing, Mass Change, Parallel Change Requests,
Mark for Deletion
Common • Worklists (My Change Request, Display Change Requests, Change Documents)
Services • Duplicate Check
• Data Replication with Key Mapping and Value Mapping
• File Upload / Initial Load
• Extensibility of Data Model & User Interface
• Deployment on top of operational SAP system or as standalone hub
Public 101
Appendix:
Customer Influence Projects
and Downport
SAP MDG Projects in the Customer Connection Program

CC Projects Scope Start Start Start Delivery Deliveries


Collection Selection Development Call
SAP MDG SAP MDG, Central Governance, Mass Processing
May 8, 2018 June 30, 2018 Sep 18, 2018 June 12, 2019
25
(for S/4HANA 1909) and Consolidation, all domains Improvements

SAP MDG, Central Governance, Mass Processing,


SAP MDG 2019 Consolidation and Data Quality Management, all Apr 12, 2019 June 30, 2019 Sep 18, 2019 July 15, 2020
28
(for S/4HANA 2020) Improvements
domains
SAP MDG, Central Governance, Mass Processing,
SAP MDG 2020 Consolidation and Data Quality Management, all July 29, 2020 Oct. 7, 2020 Dec 2, 2020 July 13, 2021
25
(for S/4HANA 2021) Improvements
domains (same as 2019)
SAP MDG, Central Governance, Mass Processing,
SAP MDG 2021/2022 Consolidation and Data Quality Management, July 20, 2021 Oct. 08, 2021 Dec 08, 2021 July 19, 2022
23
(for S/4HANA 2022) Improvements
domains: Material, BP, FIN, Custom Objects
SAP MDG, Central Governance, Mass Processing,
SAP MDG 2023 Consolidation and Data Quality Management, July 27, 2022 Oct 24, 2022 Dec 14, 2022 July 19, 2023
22
(for S/4HANA 2023) Improvements
domains: Material, BP, FIN, Custom Objects

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IMPROVE SAP Solutions
From SAP Customer Connection to SAP Continuous Influence Program

After a transition period in 2023, SAP has only Visit the


one program, SAP Continuous Influence, to Continuous Influence Project for SAP MDG
collect, review, and implement your ideas. This
means that SAP on-premise products adopt the
SAP Continuous Influence format for all idea
submission activities.

IMPROVE now by requesting changes to existing


SAP products with SAP Continuous Influence.

SAP Continuous Influence provides you the


opportunity to suggest improvements on existing
SAP products directly to the development teams.

It is continuously open to submit improvement


requests, and these are reviewed on a regular
basis.

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Contribute – Visit the SAP Customer Influence Site

The SAP Customer Influence site gathers all existing influencing Visit the
opportunities in one single entry channel: landing pages
▪ To participate, first create your user account to logon and
activate Single-Sign-On for easy access (Get started with SAP MDG (for S/4HANA 1909)
instructions here).
SAP MDG 2019 (for S/4HANA 2020)
▪ Define your “area(s) of interest“ here by clicking the follow
button. You will receive regular email updates and
SAP MDG 2020 (for S/4HANA 2021)
notifications on topics within the chosen area(s). You can edit SAP MDG 2021/2022 (for S/4HANA 2022)
your choices anytime.
SAP MDG 2023 (for S/4HANA 2023)
▪ Get active by searching & voting for or commenting on the
Continuous Influence Project for
already existing improvement request(s) from which your
company would benefit, or start submitting your own SAP MDG (continuous)
improvement requests.

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MDG Customer Connection SAP Notes

Some of the new functions developed as a result of requests submitted during the Customer Connection for
MDG require activating via custom business functions which are listed in the corresponding SAP notes.

• 2765664 - MDG Customer Connection 2018


• 2888104 - MDG Customer Connection 2019
• 3043582 - MDG Customer Connection 2020
• 3194967 - MDG Customer Connection 2021/2022
• 3311039 - MDG Customer Connection 2023

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Details and Demos about Improvements in S/4HANA 1909

ID Title Note/SP/Release Lowest Releases

213153 Google-like search in MDG How-To Guide Enterprise Search in MDG

213216 Auto-resizing of columns in the MDG Duplicate popup screen SAP Note 2667744 From S/4HANA 1511 and from MDG 6.1

212427 Workflow Tracker SAP Note 2765664 From S/4HANA 1511 and from MDG 8.0

213090 End of Workflow SAP Note 2765664 From S/4HANA 1511 and from MDG 8.0

212952 MDG: Out-of-the-box application to search CRs by business data SAP Note 2765664 From S/4HANA 1511 and from MDG 8.0

Preferred Language for Material Description in Search Result List SAP Notes 2769462 and 2645144 From S/4HANA 1511 and from MDG 8.0

212940 MDG-M: Price Unit should be editable via MDG-M SAP Note 2765664 From S/4HANA 1511 and from MDG 8.0

Demo for
Demo for Demo for
Google-Like Search in MDG
Out-of-the-Box CR Search Preferred Language Order
Autoresize Duplicate Popup
Improved Error Message Handling for MDG-BP/C/S Production Resource/Tool (PRT)
Additional Steps After Activation
Change Request Tracker Price Unit Editable
Change Request Tracker
Follow-Up Change Request

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Details and Demo about Improvement in S/4HANA 2020

ID Title Note/SP/Release Lowest Releases


MDG Material Multi-Record Processing Performance – Multiple Plants SAP Note 2883107 From S/4HANA 1511 and from MDG 8.0
230824
assigned
229909 Improving maintenance of Bill of Material in SAP MDG-M How-to Guide EAM on S/4HANA 1909 SP01

230663 MDG-M: Display class name in Classification search SAP Note 2888104 and SAP Note 2911630 From S/4HANA 1511 and from MDG 8.0

230662 MDG-M Classification search for chars with “empty” & “not empty” SAP Note 2888104 and SAP Note 2917163 From S/4HANA 1511 and from MDG 7.0

230605 Save Search Criteria also when search field is empty SAP Note 2917001 From S/4HANA 1511 and from MDG 7.0
SAP Note 2855684;
232477 MDG-M: improved error messages (like in the MMxx back end transactions) From S/4HANA 1511 and from MDG 8.0
SAP Note 2888104 and SAP Note 2887043

Demo for
- Display Class Name in Classification Search
- Characteristics Search Using "is empty" / "is not empty"
- Save Search Criteria when Search Fields Are Empty
- Improved Error Messages for MDG-M

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Details and Demos about Improvements in S/4HANA 2021

ID Title Note/SP/Release Lowest Releases

252176 MDG-M: Bad performance HANA Search View SAP Notes 3072970, 3027378 As of S/4HANA 1809 and MDG 9.2

252504 MDG-M: Enable split valuation for existing material and existing plant in Central Governance Release As of S/4HANA 2021
252573 MDG-M: improved error messages (like in the MMxx back end transactions) SAP Notes 3043582, 3020703 As of S/4HANA 1809 and MDG 9.2

255354 MDGM Material number field should not be open for input for internal number range SAP Notes 3043582, 3049553 As of S/4HANA 1809 and MDG 9.2
* MDG-M: Change of Customizing Delivery for TBE11 Release As of S/4HANA 2021
252141 MDG-ALL: Reset / Recall Change request (again) SAP Notes 3043582, 3018966 As of S/4HANA 1809 and MDG 9.2
252206 Possibility to customize default Display option in "Display Change Documents" SAP Notes 3043582, 3000012 As of S/4HANA 1809 and MDG 9.2
252631 Have the operator 'is' operating as "is", not as "contains" SAP Notes 3043582, 3036524 As of S/4HANA 1809 and MDG 9.2
253984 Display of archived change documents (again) SAP Note 2995802 As of S/4HANA 1809 and MDG 9.2

(*) improvement independent from Customer Connection

Demo for
- Material Number Field Read-Only for Internal Number Ranges Demo for
- Improved Performance in SAP HANA-Based Search With Classification - Recall Change Request
- Fuzziness Threshold for Attributes in SAP HANA-Based Search - Personalize Default Display Option in Display Change Documents
- Improved Error Messages for Change Material Type and Base Unit of Measure - Readable Change Documents for Characteristics
- Change of Valuation Category

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Details about Improvements in S/4HANA 2022

ID Title Note/SP/Release Lowest Releases


* Using Derivation Scenarios for Product Data Release As of S/4HANA 2022
270216 Enable download functionality of all error messages in excel file SAP Notes 3194967, 3129191, 3146760 As of S/4HANA 1809 and MDG 9.2
As of S/4HANA 1809 SP04 and MDG
270207 File down- and upload with EXCEL files SAP Notes 3194967, 3155366, 3137753
9.2
Enable convenience API with option to create change request by
270409 SAP Notes 3199378, 3208250 As of S/4HANA 1809 and MDG 9.2
reference
270656 Perform duplicate check on demand SAP Notes 3194967, 3156812 As of S/4HANA 1809 and MDG 9.2
269930 Number of records/entries functionality in MDG-NWBC SAP Notes 3194967, 3196973, 3216162 As of S/4HANA 1809 and MDG 9.2
MDG - Enhancement of custom columns in Standard Layout of the result
270653 Online Help All
list of found duplicates
271160 Workflow tracker – improvements for parallel workflows SAP Notes 3094459, 3168316, 3203982 As of S/4HANA 1511 and MDG 8.0
272878 Search operator 'Contains' should not be case sensitive SAP Notes 3216762 As of S/4HANA 1809

Demo for
• Display the Number of Search Result Records
(*) improvement independent • Perform Duplicate Check on Demand
• Change Request Tracker Improved for Parallel Workflow Steps
from Customer Connection
Public 110
Details about Improvements in S/4HANA 2023

ID Title Note/SP/Release Lowest Releases

287959 Enable Class Types 022, 023 and 300 in Lean Classification Release S/4HANA 2023

Public 111
Learn more about SAP Master Data Governance

► SAP Road Maps


(direct link: SAP MDG in Roadmap Explorer)

► SAP Community

► SAP User Groups

► SAP Customer Influence


(Projects: MDG 2018, MDG 2019, MDG 2020, MDG 2021/22, MDG 2023, Continuous
Influence)

► SAP Master Data Governance on SAP.com

► SAP Master Data Governance Community


(recent strategy updates: mdgupdates)

► SAP Master Data Governance Application Help

► Learning Journey for SAP Master Data Governance


Thank you.
Contact information:

SAP Master Data Governance, Product Management

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