05 coristo master data management - cenit · • the sap component brf+ is used for this. rolle:...

MASTER DATA MANAGEMENT

BEATE KOCH, THOMAS FISCHER

HEIDELBERG, OCTOBER 11th 2018

AGENDAAGENDA

Master Data Management 2

� MATERIAL MASTER GOVERNANCE FOR

DIGITAL TRANSFORMATION

� SOLUTIONS FOR MATERIAL MASTER

MANAGEMENT

� MODEL PROCESS FOR A MATERIAL REQUEST

� CREATION OF A MATERIAL MASTER

� FEATURES

� SUMMARY

10/11/2018

AGENDAAGENDA


� MATERIAL MASTER GOVERNANCE FOR


SOLUTIONS FOR MATERIAL MASTER

MANAGEMENT

MODEL PROCESS FOR A MATERIAL REQUEST

CREATION OF A MATERIAL MASTER

FEATURES

SUMMARY

10/11/2018

MASTER DATA MANAGEMENT – THE BASIS FOR DIGITALIZATION

Scheitert die industrielle

Revolution mit der

Versionsnummer 4.0 an

mangelhaften Stammdaten?

Fehlerhafte Stammdaten verursachen

Prozessunterbrechungen sowie

Fehllieferungen und führen zu einer

falschen Kundenansprache Verlässlicher Informationsaustausch

erfordert hohe Datenqualität

Die Informationsbasis für die

Digitalisierung und Automatisierung ist

in vielen Unternehmen noch nicht auf

dem neuesten Stand.

Master Data Management 410/11/2018

WHY MASTER DATA GOVERNANCE?


Support of internal and external company

communication

Creation of transparency in

company reporting

Optimization of core business processes and

further digitalization Higher data quality

10/11/2018


GENERAL USE CASES FOR MASTER DATA GOVERNANCE

Global processes require a central view of decentral maintained data

INTRODUCTION OF A

GLOBAL SERVICE

PROCESS

Reduction of processing times for collaborative maintenance

OPTIMIZATION OF

MASTER DATA CREATION

AND MAINTENANCE

Customer, supplier, departments

INTEGRATION OF

PARTNER SELF-SERVICES

Processes and interfaces require harmonized master data

Central view in reporting desired

DISTRIBUTED SYSTEM

LANDSCAPE

10/11/2018


MATERIAL MASTER RECORD – MOST CENTRAL SAP OBJECT FOR MASTER DATA

Missing data

rules and

checks

Missing

Workflow

Support

Used in many

processes

Wrong data

has often

dramatical

impact

Many

different

fields

Many

different

views

Missing

automatism

for rule

based default

values

Many

different

organizations

10/11/2018

FREQUENTLY ASKED QUESTIONS


• Often it is not clearly defined who is responsible for specific fields

• Also the chronological order in which fields must be filled out is not clearly defined

• Some field require information from other departments before a decision can be made about their content

WHO SHOULD MAINTAIN

WHICH FIELDS IN THE MASTER

RECORD AND WHEN?

• You cannot see how far the maintenance process of a master record has progressed.

WHAT IS THE STATUS OF A

MASTER RECORD IN THE

MAINTENANCE PROCESS?

• There are normally many different organizations responsible for the maintenance of different material master data.

• Responsibilities along the complete life cycle of a material master must be defined.

• Maintenance process should be able to be supported by workflows.

WHO IS RESPONSIBLE FOR

MAINTAINING A MASTER

RECORD?

• There is no information that the maintenance process for a master record is ready to use for specific processes.

WHEN IS A MASTER RECORD

COMPLETELY MAINTAINED AND

CAN IT BE USED PRODUCTIVELY?

10/11/2018

MATERIAL MASTER STARTING POINT IN SAP STANDARD


• Many different views

• with lots of fields

• Where only a few of the fields are needed

• In different organizational units

• With various responsibilities

THERE ARE:

• Time consuming

• complicated and

• confusing

maintenance without process management

LEADS TO:

10/11/2018

AGENDAAGENDA


MATERIAL MASTER GOVERNANCE FOR


� SOLUTIONS FOR MATERIAL MASTER

MANAGEMENT



FEATURES

SUMMARY

10/11/2018


SOLUTIONS FOR MATERIAL MASTER MANAGEMENT:CORISTO MATERIAL MASTER MANAGEMENT (MMM)

• Role based display and maintenance of

Material Master Data by definition of

role based user profiles.

• Profile defines which fields are displayed,

can be changed, are mandatory.

• Default values for fields available

• Definition of rule based dependencies

between different fields (usage of SAP

BRFplus rule engine)

• Automatic creation of different views and

organizational units with defined default

values and field specific rules.

• Workflow Support with CENIT Advanced

Process Management

CORISTO MATERIAL MASTER

MANAGEMENT (MMM)

10/11/2018

Group 3

Field Group 2

Field Group 1


CORISTO – MATERIAL MASTER MANAGEMENT (MMM)MATERIAL MASTER WITH ROLE SPECIFIC MANAGEMENT OF MAINTENANCE

Field 5

Field 6

Field 7

Field 1

Field 2

Field 3

Field 4

Profile 1

Profile 2

SAP Authorization

Role

SAP Authorization

Role

Display

Edit

Required

Edit

Display

Edit

Required

SAP Authorization

Role

SAP Authorization

Role

Field 1 Value A Field 2 Value BIF THEN

Conditional Rule

10/11/2018

Material Master

Maintenance

Workflow

Data

Management

Scenario 1

Field Values 1

Data

Management

Scenario 2

Field Values 2

Field 2

Field 4

Value A

Value B

Field 5

Field 7

Value X

Value Y


SOLUTIONS FOR MATERIAL MASTER MANAGEMENT:SAP MASTER DATA GOVERNANCE (MDG)

• User specific views available (section

order, section visibility, field visibility)

• Role based maintenance of Material

Master Data

• Addional mandatory fields by BRF+ rules

• Default values for fields available

• Definition of rule based dependencies

between different fields (usage of SAP

BRFplus rule engine)

• Automatic creation of different views and

organizational units with defined default

values and field specific rules.

• MDG Workflow or Workflow Support

with CENIT Advanced Process

Management

SAP MASTER DATA GOVERNANCE

10/11/2018

SAP MDG AS AN ADD-ON TO THE SAP BUSINESS SUITE


• Add-On to SAP Business Suite

• Enhancement Package delivery

• Typical focus on maintenance and approval

processes

• Use of SAP standard structures or check logic

• Material Master

• Business Partner (Customer / Supplier)

• Fincance Master Data (Financial Accounting,

Controlling, Consolidation)

• Customer specific objects

SAP MASTER DATA GOVERNANCE AVAILABLE FOR

10/11/2018

KEY FACTS OF SAP MDG MATERIAL


Active assignment of process participants and

deadline monitoring

Maintenance of data without changing the

source data from the operational system

(Staging Area)

Verification of already existing master data to

avoid duplicates

PUSH PRINCIPLE MATERIAL REQUEST AND DUPLICATE CHECK

Copy and modify plants or sales views in the

same MDG request possible

SIMULTANEOUS MAINTENANCE OF SEVERAL

ORGANIZATIONAL UNITS

Common maintenance process, for example, for

several materials in one BOM

MAINTENANCE OF RELATED MATERIAL MASTERS

10/11/2018

AGENDAAGENDA





MANAGEMENT

� MODEL PROCESS FOR A MATERIAL REQUEST


FEATURES

SUMMARY

10/11/2018

MASTER DATA GOVERNANCE – PROCESS OVERVIEW

10/15/2018 17

OP

TIO

N 1

OP

TIO

N 2

OP

TIO

N 3

SAP-System SAP-System SAP-System SAP-System

Engineering

ApplicantMDG-Specialist Departments

Engineering

ApplicantMDG-Specialist

Engineering

Applicant

master data

maintenance

master data

maintenancemaster data

maintenance

master data


maintenance

master data

maintenance

master data

maintenance

master data


maintenance

master data


maintenance

master data

maintenance

master data

maintenance

master data


maintenance

master data


maintenance

master data

maintenance

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval

Creation of

MDG request with

material number

Creation of

MDG request with

material number

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval

Update Material

Master

Update Material

Master

Update Material

Master

Update Material

Master

Activation MaterialActivation Material

Creation of

Material Master

Creation of

Material Master

Creation of Material

Master and update

in MDG request

Creation of Material

Master and update

in MDG request

Creation of

Material Master

Creation of

Material Master

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Information

Use Material Master

Information

Use Material Master

Information

Use Material Master

Information

Use Material Master

Information

Use Material Master

Information

Use Material Master

EXAMPLE PROCESS – MATERIAL REQUEST – STEP I


OP

TIO

N 3


SAP-System MDG-Specialist DepartmentsApplicant MDG-Specialist Applicant

master data

maintenance

master data


maintenance

master data


maintenance

master data

maintenance

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval


Creation of

Material Master

Creation of

Material Master

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Information

Use Material Master

Information

Use Material Master

• Determining that a new material master is required

• Search for a comparable material

• If nothing suitable is found �

10/11/2018

• Creation of a new MDG request

• Creation of a new material

• Change of a existing material

• System-supported duplicate check

EXAMPLE PROCESS – MATERIAL REQUEST – STEP II


OP

TIO

N 3


SAP-System MDG-Specialist DepartmentsApplicant MDG-Specialist

master data

maintenance

master data


maintenance

master data


maintenance

master data

maintenance

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval


Creation of

Material Master

Creation of

Material Master

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Information

Use Material Master

Information

Use Material Master

• Verifies the MDG request

• Adds information as needed

• Approves the MDG request

• thereby distribution to the departments

10/11/2018

Applicant

EXAMPLE PROCESS – MATERIAL REQUEST – STEP III


OP

TIO

N 3



master data

maintenance

master data


maintenance

master data


maintenance

master data

maintenance

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval


Creation of

Material Master

Creation of

Material Master

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Information

Use Material Master

Information

Use Material Master

• Maintenance of department specific data

• Plant views

• Sales views

• …

• Maintenance in sequential and/or parallel order

10/11/2018

Applicant

EXAMPLE PROCESS – MATERIAL REQUEST – STEP IV


OP

TIO

N 3



master data

maintenance

master data


maintenance

master data


maintenance

master data

maintenance

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval


Creation of

Material Master

Creation of

Material Master

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Information

Use Material Master

Information

Use Material Master

• Verifies consistency and completeness of data

• process monitoring

• Changes/corrects data

• returns MDG request

• rejects MDG request

• Activates the material

10/11/2018

Applicant

EXAMPLE PROCESS – MATERIAL REQUEST – STEP V


OP

TIO

N 3



master data

maintenance

master data


maintenance

master data


maintenance

master data

maintenance

Creation of

MDG request with

MDG number

Creation of

MDG request with

MDG number

Additional

maintenance /

checking & approval

Additional

maintenance /

checking & approval


Creation of

Material Master

Creation of

Material Master

Need a new Request

(Create or Change

Material)

Need a new Request

(Create or Change

Material)

Information

Use Material Master

Information

Use Material Master

• Receive feedback about completed MDG process and new material master

• Use new material master according to the necessity of MDG request

10/11/2018

Applicant

AGENDAAGENDA






MANAGEMENT

� CREATION OF A MATERIAL MASTER (DEMO)

FEATURES

SUMMARY

10/11/2018


LIVE DEMO / FILM CREATION AND RELEASE OF A MATERIAL

MASTER WITH SAP MDG

• Create a new MDG request

• Filling the MDG Application Header

• Filling selected data fields

• input validation

• Correction of displayed errors

• Start of the process

• Determination of open activities using

‘My change activities’

• Addition of information

• Activation and release of the material master

10/11/2018

CREATE A NEW MDG-REQUEST


• Used to create a new material master or to change an existing material.

• Using the Search Material function, the system checks whether a suitable material already exists using a number

of criteria.

• If a material master is found, it can be copied to a request by clicking on it with the mouse.

• If no material master is found, a new request can be created with a mouse click.

ROLLE: APPLICANT

10/11/2018

MAINTAIN KNOWN DATA I


• The requester now maintains all data already known to him in a mask.

• The request header must also be filled in.

• Notes can also be entered for these.

• If files already exist for this process (e-mail, forms, etc.), they can be attached to the process.

• The system first assigns an internal MDG number for a new creation.

This is indicated by the preceding $ sign.

• If the material is then created in the ERP system, the MDG number is replaced by the actual material number.

• If a material master is to be changed, MDG uses the already assigned material number from the ERP system.

• Finally, the process is started by the applicant.

ROLLE: APPLICANT

10/11/2018

MAINTAIN KNOWN DATA II


ROLLE: APPLICANT

10/11/2018

VERIFICATION OF THE REQUEST


• After starting the workflow, the MDG specialist can now decide whether the request should actually be processed

further or whether the process should be terminated.

ROLLE: MDG SPECIALIST

10/11/2018

COMPLETION OF DATA II


• The input of data can be supported by rules and fixed values by the system.

• The SAP component BRF+ is used for this.

ROLLE: DEPARTMENTS

10/11/2018

COMPLETION OF DATA II


• Once all the data has been completed, the MDG specialist receives another work item to check the data.

• Up to this point, the process can be terminated without incorrect data having been created in the ERP system.

• If the MDG specialist releases the material master, all data is created in the ERP system.

• The temporary MDG number is replaced by the material number now assigned.

ROLLE: DEPARTMENTS

10/11/2018

AGENDAAGENDA





MANAGEMENT


CREATION OF A MATERIAL MASTER (DEMO)

� FEATURES

SUMMARY

10/11/2018

FEATURES


• No direct maintenance on the operative data

• Prevention of data garbage

MASTER DATA REQUEST

• duplicate check

• Syntax check during input and saving

• Integration of rules and dependencies during data entry

HIGH DATA QUALITY

• Maintenance of all necessary organizational units in the same MDG request

• Requesting several related master records in one MDG request

• Maintaining Long Texts in All Organizational Units

• Classification maintenance directly during the application process

COMBINED DATA MAINTENANCE

• Freely definable process for controlling the application process

• Rule-based workflow

PROCESS FLEXIBILITY

10/11/2018

SAP FIORI


MDG UND SAP FIORI


Simple possibility to request new materials,

customers, suppliers or financial master data.

SAP FIORI LEAN REQUEST

10/11/2018

SAP FIORI: Lean Request für Kundenstammdaten

Master Data Management

Diese SAP Fiori App erlaubt es Fachanwendern von überall neue Kundenstammdaten

anzufordern. Erfassung der Daten auf dem bevorzugten Endgerät in einer einfachen

Oberfläche. Vermeidet die fehlerhafte Stammdatenanforderung per Email oder Telefonat

sowie umständliche Nachfragen.

Global

Verantwortlicher

Anwender Fachbereich

(z.B. Verkäufer)

Lokaler Stammdaten-

verantwortlicher

(Kundendaten)

Bsp: Ein Verkäufer möchte einen neuen B2B-Kunden während einer Verkaufsveranstaltung anlegen

Peter Morgan Ann Miller Alex Grant

Aufgaben

Auf mobilen Endgerät beim Vor-

Ort-Kundenbesuch:

� Eingabe der bekannten

Kundenstammdaten

� Prüfung des Requeststatus

Stammdatenbearbeitung im MDG

Backendsystem:

� Korrektur / Vervollständigung

der Daten

� Hinzufügen der Finanz- und

Vertriebssichten

Stammdatenberarbeitung im

MDG Backendsystem:

� Prüfen der Daten

� Letzte Entscheidung über

die Anlage des

Kundenstamms.

3510/11/2018

AGENDAAGENDA





MANAGEMENT


CREATION OF A MATERIAL MASTER (DEMO)

FEATURES

� SUMMARY

10/11/2018

MASTER DATA MANAGEMENT – THE BASIS FOR DIGITALIZATION

The governance process can be

supported by different tools:

Coristo Material Master Management

SAP Master Data Governance

Correct Master Data is mandatory for any

further digitalization – there is still room

for improvement Master Data needs to be managed with

an according governance process

Governance processes need clear

responsibilities for any master data and

need to be managed with according

workflow support



CORISTO – YOUR PARTNER FOR THE SUCCESSFUL


Beate Koch

Thomas Fischer

Phone +49 621 5867 93 91

E-Mail [email protected]

Coristo GmbH

Steubenstraße 46

68163 Mannheim

www.coristo.com

10/11/2018

This document may contain forward-looking statements regarding the business, financial and earnings situation of the CENIT

corporation as well as earnings estimates. Forward-looking statements are characterised by such phrases and expressions as

"the company may", or "the company will", "expects", "anticipates", "is considering", "is intending", "is planning", "believes",

"continues to", "estimates" and other similar phrases and expressions.

Such statements entail no assurance that anticipated events will transpire. On the contrary, such statements involve risks,

uncertainty and contingencies that are difficult to predict and are furthermore based on assumptions regarding future events

that may prove inaccurate.

Actual outcomes may thus deviate substantially from expectations thereby expressed. Forward-looking statements made by

CENIT representing expectations or projections of future events are made in good faith and may be presumed to be

adequately grounded in fact; no assurance however can be provided that such statements, expectations or projections will be

borne out/fulfilled/ achieved.

Actual operating results may vary substantially from those projected in forward-looking statements and are subject to specific

risks - please consult the CENIT AG management report.


05 coristo master data management - cenit · • the sap component brf+ is used for this. rolle:...

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