Loading
Nota de Estudos
Study Reminders
Support
Text Version

Material Master and Customer Master

Set your study reminders

We will email you at these times to remind you to study.
  • Monday

    -

    7am

    +

    Tuesday

    -

    7am

    +

    Wednesday

    -

    7am

    +

    Thursday

    -

    7am

    +

    Friday

    -

    7am

    +

    Saturday

    -

    7am

    +

    Sunday

    -

    7am

    +

Video 1: Material Master Data
Let's continue with master data. You've already heard about the relevance of master data. So let's start with a material master immature and master is a very complex master data. And it's the biggest. Single master data and all of a system, of course, a bill of material that contains multiple materials could be bigger than a, than a material master. But that is sheeting because that would be multiple materials as a single master data and material is the biggest one. And this is very interesting how this is structured, just because you want some features of your material. Being valid for all of your company, meaning on the client level. And you want other features of your material. Being valid, only strictly low. Cool. Like how you purchase that, how you valuate your music, how you do it with the, uh, production for that material. How do you handle MRP for that material? That should be on the client level. And there may be other stuff that even is further down, like how you store that material. Should it be dark? Should it be cold? And, um, and how you handle that in warehouse management, if you use warehouse management. So a material is at the same time, a global master data and a local, or even a very local master data. This is realized by SAP by having certain views of your material data, like the material number itself, or the basic Dodger, the weight and the volume and what you have on the client level. This will not change wherever you are. So all of the world of your company, the same material number has the same meaning while the purchasing views for the material, the financial accounting view, which basically is the view for valuation and the counter termination here, the production view of your material and the MRP views are done on the plant level, because you want to handle that differently from plant to plant. And you can do that. It goes even deeper down. And you also have views for sales and distribution on the sales organization, plus distribution channel level of your material. Now, what does it mean? That means that you have one basic doctor view of a material, but if you use your material in, let's say five different plants. You must have five purchasing views, five, five financial accounting views, five MRP views of that material. You have to maintain that material separately for each and every plant because this information could differ from plant to plant. Of course, if it does not differ, you can copy it from an existing I'm a plant. Okay. Additionally. Your material may be created in different material types. There could be a finished product. There could be a raw material. There could be, um, a semi-finished material. There could be merchandising material. There could be trading goods and so on and so on. And in customizing your freedom to define your own material types, what does the material type define? Which kind of material number you use, whether it is an alphanumeric number or whether it's a strictly numeric number, it depends on how you set up your material type. Um, Whether this material is handled in stock or whether it is not handled in stock. For example, there may be a material type versus this is a service, and then you can sell window cleaning, which you will never store anywhere.

Video 2: Material Master in SAP
So we have entered SAP now and I've opened the easy access menu to the point where we can change the material. Um, if we do this using something that is called a transaction, well, I said, this is not about handling SAP, but you should at least understand what you see here. And so you need to know what a transaction is. Whatever you do in SAP. That's a transaction for that. And transactions are identified by the transaction code. This is M M zero two. Nobody asks you to remember all of that transactions, of course. But if you happen to remember a transaction, you don't have to search it on the menu. You can simply enter it into the command field and then. You click that tiny button and you get there for the, uh, for the, for this tutorial, I will use this method to be a little bit quicker, but I've shown you that there's a menu and you find whatever you want in that menu. Now let's get into that transaction, that transaction M zero two, in this transaction, you enter a material number since I've done that just before the system still remembers the material number. There's this exactly the material number I wanted to have here. And then I can continue by again, clicking that button if I do. So the system does not yet opened the material. First of all, it's asked me which views I want to see. Please remember we have that views. That belong to different organizational levels. We have a view, basic data, or we even have multiple views. If it doesn't fit on one screen, we have purchasing views and so on and so on. So we select the views. We want to see, I go back to SAP. The idea that SAP has here is that nobody will ever look at all the views you work with purchasing you work with sales, you work with production, you work with MRP, and then you are interested in that specific views and maybe in the basic data view. So just for an example, let's open basic data. One let's open sales org data, one let's open, let's say purchasing view and let's. Down here. We have more views. Let's open accounting. One view. You can open the views the way you want. Now, since these views belong to different organizational areas, SAP has to ask you which organizational units you want to see that for. And this is the next that happens. If I click simply the continue button. SAP opens that box and ask for organizational levels. I've prefilled that we work for. The plant humble book. We work for sales organization, Germany, Frankfurt, and distribution channel final customers Hills. That's okay, that's fine. But of course I could get, go here and select other units and SAP. You always have a search help. So if you want to see which plants are available in the system, You go to that tiny button and you have a selection of plant where this material is maintained for. Okay. I want to stay with Humboldt. So everything is fine. Now I click continue. And what I see is the first screen that I have selected of that material master. As you see here we are on basic doctor. One view. We also have selected sales org. One. It has a yellow indicator. But all the other views are available too. I could click there and I could get there, but it could be that I haven't yet entered the organizational level that belongs to that view. And SAP had to ask me for that reason. I want to do that all in advance. Now have I've entered all the organizational levels. I want to see this material for. Basically the other one says one I've entered all the levels. Basic data. One is on the client level. And if you look at this area of the screen, you'll see, there is no organizational unit mentioned. So this is valid for all of a client material. Has it been to a number of, you already know that it has a material description? Depending on the language you lock on, we have locked on an English. Uh, the description may be maintained in different languages. And if you would block on a German, now we would read the German description. For example, that's a base unit of measure, but that material it's measured in pieces. There may be an old material number here. You see it's the same number without that Daesh. They're coming from the old system where that was copied into the new SAP system. There may be weight information. There may be sys volume information, um, universal, uh, article numbers. And. What you have. Okay. So this is what you see as a basic doctor view. And these really are basic data now, continuing, not clicking that tap, but simply continuing by clicking the enter, um, um, key. Um, we jumped to the next view. You have preselected, this is a sales view. And here you see sales organization, 1000 distribution channel 10. So for each other sales organization at each other distribution channels, this could be different. If you sell that material through sales organization, 1000 distribution channel 10, the base unit of the material is pieces and we have not. Uh, sales unit defined for it. So for sales, the base unit also is used, but it could be that we sell that product. In this sales organization, distribution channel inboxes, then sales unit would be boxes. For example, the delivery plant, as mentioned here, if you sell it through this, it will be delivered for that plant 1000, it belongs to certain grouping terms like a material group or a material, a classification. And so on and down here, the taxation is mentioned. If I sell that through Germany, Frankfurt, and I sell it to Argentina, that is no value at a tax to China. There's no value of the texts because it goes, um, abroad. But if I sell it inside Germany, there applies full value at a text to that material. This is what you're indicated here. Okay. We have another example. If I continue and go to the purchasing view, which I've also selected as an example, we have the same logic here, the base unit of measure, and there could be the order unit for purchasing. It could be that you ordered that material in pallets or something like that. Then would that, that would be your ordering unit here. The base unit pieces is also used for ordering. So if you would order that pump. Um, that would be the case here. Why don't we produce that pump? Well, we do produce it, but in SAP it's also allowed to purchase it. And with purchasing, it's not meant that you purchase it. It's from a different. Uh, company. So if you are a company that creates pumps and you don't have enough to satisfy your customer, you go to the next, um, home Depot and buy other pumps. That's not an option. What is meant here that you can purchase that from plants that belong to other company codes. Because other company codes are separate companies or different companies, and that would be a real business case to them. So this is not meaning that you can buy something from the next supermarket, but from another plant or your own company, that's what you do here. Okay. Let's continue with the material master. If I go on with the material master, the last view of you have highlighted was the accounting view. And here you see. The price of the material better so that you have two different prices. First of all, the term price, let me let you think that this is a purchasing price or that this is a sales price. No, it's the valuation of the material. If you have it on stock and there are two different valuation methods for your material, that could be a moving price that will be actualized whenever you produce or purchase your material. And there may be a standard price that is calculated, and that is unchanged. Even if you get, if you replenish that material for a lower or a higher price, this material is, um, maintained with a price control S which means it's a standard price. So this is the valid price for the material, even though you obviously have produced that little bit cheaper than that. Okay. It's the way it is and somebody has to take care of it. And this is an example system here. You also see that you have 369 of that pumps on stock. So you have a total value of almost half a billion euros. This is a German company called, so it was euros. You have that, um, value on stock. Well, maybe too many, but we both sell some. I leave that material now. And to go back from where you come, where you came from, you use the back button.

Video 3: Customer Master Record
While the material master may be the most widely used master data in all of SAP for our process. We also need a customer. This is a customer master record, this the structure of it. And it is a bit similar to what you've seen with the material. First of all, you have some areas of the master data, some views of the master data assigned to different organizational levels. That is general data assigned to the client level. Again, meaning that the same customer number means the same customer all through, out of your SAP system. There may be sales area data, which of course maybe maintain differently for different sales areas. And there may be company coat data. And this is interesting because in SAP the same master data. Is a business partner for sales and it's an account. It's an account receipt. It's an account receivable for finance. Both is the same master data. Of course, if finance grows to the system, it will look at the same master data in a different way than sales does. There are different transactions to see the sales relevant data and to see the accounting relevant data. And of course there is the transaction to see all of it. Well, and this is where we go. Now, this is SAP of pre opened the menu. And again, we want to handle the system by entering the transaction code. So this is the last time I opened the menu here. I double click on that. I enter the customer number that I happen to know, of course you have a search help for customers where you can search. For example, cities, name of the customer. Uh, parts of the customer number and so on. So you have different search helps for your customer. So you could, for example, uh, have that by address, um, attributes like street house number, postal code city, a country, and so on. You have. Many many methods to search for your customer. I leave that I've entered the customer manually. You have to enter the company code and you have to enter the sales area, which as you already know, is a combination of sales organization, distribution, channel, and division. So all three of that organizational units appear here. So if you did that already, like I did, you can simply continue and get in here. And the system always starts with the upper most level, which is the client part, the basic data. So our general data it's named here. So we have an address and a name. This is the name of our customer. It sits in Bielefeld German city. And you have multiple taps that you can go through control data, which type of industry belongs to that customer, to which train station is next to it, which transportation zone, which you have to maintain in your SAP system. Um, do we, do we have here, um, value, add a text or registration number of that customer is required. At least in Germany and the European union is required. And so it goes on, you have multiple taps here. Um, if you want to see that customer from the point of view of sales, of course, you can go to sleep it's area data, because general data is valid for accounting and for sales. Sales area data. I go there. We have for types of sales, shipping, billing, and partner functions. Okay. Here again, we see which sales office is, um, is assigned to that customer, which sales group is assigned to it, which customer group, this customer belongs to. There are pricing groups, price lists that may be assigned to that customer. And so on and so on. So there are many, many items where you can affect which prices this customer has to pay, whether there's a certain rebate for that customer and so on. And so on, we have our account number at the customer. So if we talk to, um, to a purchasing clerk at this company, we can identify ourselves with the customer, with the accounting number that we have at that system of our customer. We have shipping information, like what is the delivery plan, which other shipping conditions, how many pounds partial deliveries are allowed and so on and so on under delivery tolerance, delivery tolerance, obviously for pumps, we don't have any, which makes sense. I have billing information. Um, he, again, we have the taxation for different countries we have for this customer this time, not for the material, but for the customer. Um, we have, uh, chairman, uh, payment terms, excuse me, like a 3% rebate. If the customer pays inside 14 days, 2%, if he pays inside 30 days, 45 days for net and so on as all credit credit control is an issue here. So we have assigned the or customer to on credit control area. And so we have information on that. And the last step. And that may be an interesting task because it's not obvious what happens here. All of the customers have certain customer functions assigned to it. So our customer at the same time is a sold to party. Meaning that's the customer who orders. It's a bill to party, meaning that's the customer who receives the bill. And in our case, and this example, the payer is someone else. It's, head's a different customer number and a different name. It's the Becker financial services that pays that we have a forwarding agent assigned to that customer it's Translock it's um, the company that runs the trucks, um, to weld transport to the goods. We have our own sales employee assigned to that customer. It's Mr. Hanson, he's responsible for, uh, that, uh, he's a key account manager for that, uh, for that customer, we have four different ship, two parties. So whenever the sold two party, which is Becca Bealefeld, this something that could be for Becca Bielefeld itself, it could be for Becca Berlin for another location of Becca billion. Offer a completely different company that somehow belongs to that Becca, um, company. So these are partner functions. And to look at that partner functions again, I go back to our presentation. We have a slide partner, there could be multiple part or functions for each customer that we have. Like in customizing, you can define your own partner functions.