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Purpose

The purpose of this document is to define the conversion approach to create active Batch Search Strategies in S/4 HANA based on the Master Data Standards DD-FUN-050 Master Data Standard_1062-Batch Search Strategy
in S/4 HANA.

When entering the goods issue of a material handled in batches, you can enter * in the Batch field in order to initiate automatic batch determination. The system then uses a specific search strategy to find batches with certain characteristic values (such as status, shelf life, etc.) and suggests these batches in a list. In this list, the batches are sorted by specific criteria (sort sequence), and the characteristic values are displayed. The system suggests how to distribute the given quantity to the batches found. You can accept the system’s proposal for the goods movement or you can distribute the quantity manually.

The system can only search for batches on the basis of search strategies. Therefore, you have to define these strategies. In a search strategy, you define the values according to which the system is to find batches.

A search strategy is assigned to a strategy type. Strategy types  you can define a search strategy at various levels.For Syway we will be migrating the following strategies.

The Strategy Type has A few Key Combinations

Conversion Scope


All Active batch search strategies that are valid according to Validity dates in legacy.  

  1. You choose a strategy type and a key combination. And based on this combination it will determine the table for the strategy


The data from legacy system includes depending on Key Combination:


Material
Customer/Material
Customer/Plant/Material
Movement Type/Plant
Plant/Material
Movement Type/Plant/Material
Plant
Order Type/Plant/Component
Order Type/Plant/ProductionMaterial/Compo
Plant/Ship-to
Customer/Distr. Chl
Plant / Sales Organization
Ship-to/Plant/Material
Ship-to
Sold-to
Ship-to/material
Item Division
Plant / Warehouse Number
Plant/Ship.point
Plant / Material
Plant/Shipping Point/Division in item
Plant/Sales org./Ship Point
Ship-to/Plant/Commercial product
Ship-to/Commercial product
Order type/Plant
Movmt type/Plant/produced material/Component
Movement type plant storage location

Conversion Scope

All Active batch search strategies that are valid according to Validity dates in legacy.  
  1. You choose a strategy type and a key combination. And based on this combination it will determine the table for the strategy

The data from legacy system includesexcludes:

  • Material Search Strategies
  • Customer/Material Se
    1. Deleted Conditions (KONDH LEEVM_KO)
    2. Search Strategies which has expired (KODATBI in the Past)


    The data from legacy system excludes:

    List of source systems and approximate number of records
    SourceScope

    Source Approx No. of Records

    Target SystemTarget Approx

    No. of Records

    PF2,WP2All active Search Strategies with a valid dateApprox. 60k records S4HDepending on Plant Consolidation















    Additional Information

    Multi-language Requirement

    Not Applicable


    Document Management

    Not Applicable

    Legal Requirement

    Not Applicable

    Special Requirements

    Not Applicable




    Target Design


    Example of Upload Template: Source data for Condition record for batch determination (for all areas) Example

    The technical design of the target for this conversion approach.

    TableFieldData ElementField DescriptionData TypeLengthCheck TableRequirementTransformation Notes
    KOTHxxxKSCHLKSCHLCondition KeyCHAR4T685Required (See Matrix)
    KOTHxxxKAPPLKAPPLApplicationCHAR2T681AConditional (See Matrix)
    KOTHxxxKODATABKODATABValidity start date of the condition recordDATS8
    Mandatory (See Matrix)
    KOTHxxxKODATBIKODATBIValidity end date of the condition recordDATS8
    Mandatory (See Matrix)
    KONDHCHASPCHASPBatches: No. of batch splits allowedNUMC3
    Conditional
    KONDHCHSPLCHSPLNumber of batch splits can be changedCHAR1
    Conditional
    KONDHCHMDGCHMDGBatches: Dialog batch determinationCHAR1
    Conditional
    KONDHKZAMEKZAMEID for display of UoM in batch determinationCHAR1
    Required
    KONDHCHMVSCHMVSBatches: Exit to quantity proposalNUMC3
    Required
    KONDHCHVLLCHVLLOverdelivery allowed in batch determinationCHAR1
    Conditional
    KONDHCHVSKCHVSKSelection type at start of batch determinationCHAR1
    KONDH

    Required
    KLAH

    <By batch characteristics>

    CLASS

    KLASSE_DSelection Criteria


    Required

    Dependent on CNV-1047 Batch Characteristics of Class Type: 023


    link KONDH to a search strategy in SAP, use the KNUMH (condition record number) to join KONDH and AUSP or INOB tables, which contain characteristic values used in batch search strategies. The link is made through the KONDH-KNUMH and AUSP-OBJEK fields, or INOB-CUOBJ and AUSP-OBJEK fields, to link characteristic values from the AUSP table to the condition record found in KONDH.


    You can then can then Link AUSP record to KLAH via KSSK/INOB to get the Class name field used for Selection Criteria. 

    KONDH<By batch characteristics>
    Sort Criteria


    Required

    Dependent on CNV-1047 Batch Characteristics of Class Type: 023


    link KONDH to a search strategy in SAP, use the KNUMH (condition record number) to join KONDH and AUSP or INOB tables, which contain characteristic values used in batch search strategies. The link is made through the KONDH-KNUMH and AUSP-OBJEK fields, or INOB-CUOBJ and AUSP-OBJEK fields, to link characteristic values from the AUSP table to the condition record found in KONDH

    KONDHLOEVM_KOLOEVM_KODeletion indicator for condition itemCHAR1
    Conditional
    AUSPOBJEKCUOBN

    Key of Object to be Classified

    CHAR90
    ConditionalIf it has a Characteristic Copy field to the Characteristics tab
    AUSPATINN ATINN

    Internal Char no.

    NUMC10
    ConditionalCopy (ATNAM in Template)
    AUSPATWRTATWRT

    Internal Characteristic

    CHAR70
    ConditionalCopy 
    AUSPITEM_NO WZAEHL

    Sequence Number

    NUMC4
    Conditional

    Copy
    For each sequential Characteristic Number (ATNAM) 
    ( ATZHL in Template)


    Depending On the Strategy Type Various Tables and Columns Come into Scope. (See Figure1)

    figure 1

    Image Added

    The following Matrix shows which fields are in scope per table:

    x designates a copy Action

    O Designates copy from xref (Where legacy and Target do not keep the same Numbering use applicable cross reference table)

    Note*  KOTH9xx series are as per Current "as is" Naming. As the tables are custom numbering dependant on Condition records. the "To Be" numbering may be different. Can only confirm once new condition records are created as to what the table names will be in target




    FIELDKAPPL KSCHLDATBIDATABKNUMHPMATNMATNRKNDNRWERKSBWARTAUARTKUNWEVTWEGVKORGSPARTSPARPLGNUMVSTELZWRKSTLGORTLAND1MATKLHIENRMVGR3PRODHMVGR1LAND1
    Source SystemTable NameKey Combination)DescriptionApplicationStrategy TypeValid ToValid FromCond.record no.Production Material NumberMaterialCustomerPlantMovement TypeOrder TypeShip-To-PartyDistr. ChannelSales OrgDivision HeaderDivision in ItemWhse NumberShipping PointProd com for batchStorage LocationDest. CountryMaterial GroupCustomer(hier)QualityProd. HierarchyIndustOriginDest. Country
    WP2KOTH001Material
    xxxxx
    x



















    WP2KOTH002Customer/Material
    xxxxx
    xx


















    WP2KOTH003Customer/Plant/Material
    xxxxx
    xxx

















    WP2KOTH501Plant/Ship-to
    xxxxx


    x

    x














    WP2KOTH502Customer/Distr. Chl
    xxxxx

    x



    x













    WP2KOTH503Plant / Sales Organization
    xxxxx


    x



    x












    WP2KOTH900Ship-to/Plant/Material
    xxxxx
    x
    x

    x














    WP2KOTH901Ship-to
    xxxxx

    x


















    WP2KOTH902Sold-to
    xxxxx

    x


















    WP2KOTH903Ship-to/material
    xxxxx
    x



    x(KNDNR)














    WP2KOTH905Division (header)
    xxxxx








    x











    WP2KOTH907Item Division
    xxxxx









    x










    WP2KOTH908Plant / Warehouse Number
    xxxxx


    x






    x









    WP2KOTH909Plant/Ship.point
    xxxxx


    x







    x








    WP2KOTH911Plant / Material
    xxxxx
    x
    x

















    WP2KOTH913Plant/Sales org./Ship Point
    xxxxx


    x



    x


    x








    WP2KOTH914Ship-to/Plant/Commercial product
    xxxxx


    x

    x





    x







    WP2KOTH915Ship-to/Commercial product
    xxxxx





    x





    x







    PF2KOTH001Material
    xxxxx
    x



















    PF2KOTH002Customer/Material
    xxxxx
    xx


















    PF2KOTH003Customer/Plant/Material
    xxxxx
    xxx

















    PF2KOTH004Destination Country/Mat.Group
    xxxxx














    xx




    PF2KOTH005Destination country
    xxxxx














    x





    PF2KOTH006Material Group
    xxxxx















    x




    PF2KOTH007Customer hierarchy
    xxxxx
















    x



    PF2KOTH008Customer Hierarchy/Material
    xxxxx
    x














    x



    PF2KOTH901Ship-to/Material
    xxxxx
    x



    x














    PF2KOTH902Ship-to/Matl group
    xxxxx





    x








    x




    PF2KOTH903Quality/Customer/Material
    xxxxx
    xx














    x


    PF2KOTH904Quality/Customer/Matl group
    xxxxx

    x












    x
    x


    PF2KOTH905Quality/Material
    xxxxx
    x















    x


    PF2KOTH906Quality/Matl group
    xxxxx















    x
    x


    PF2KOTH907Prod.hier.
    xxxxx


















    x

    PF2KOTH908Quality/Ind.Origin/Matl group
    xxxxx















    x
    x
    x
    PF2KOTH909Quality/RecipCntry/Matl group
    xxxxx















    x
    x

    x
    PF2KOTH912Quality/Ind.Origin/Customer/Matl group
    xxxxx





    x








    x
    x
    x
    PF2KOTH913Qual/Sales org/Matl Group
    xxxxx







    x






    x
    x


    PF2KOTH916Qual./Ind.Or./Material
    xxxxx
    x















    x
    x
    PF2KOTH917Qual./Ind.Or./Customer/Material
    xxxxx
    xx














    x
    x
    PF2KOTH918Qual./Plant/Material
    xxxxx
    x
    x













    x


    PF2KOTH919Qual./Ind.Or./Ship-To/Matl Group/Plant
    xxxxx


    x

    x








    x
    x
    x
    PF2KOTH920Qual./Ship-To/Material/Plant
    xxxxx
    x
    x

    x










    x


    PF2KOTH921Qual./Ind.Or./Ship-To/Material/Plant
    xxxxx
    x
    x

    x










    x
    x
    PF2KOTH922Qual./Ship-To/Matl Group/Plant
    xxxxx


    x

    x








    x
    x


    PF2KOTH923Qual./Sales org./Material
    xxxxx
    x





    x








    x


    PF2KOTH924Qual./Plant/Matl Group
    xxxxx


    x











    x
    x




     Target Config Mapping to merge the sources:

    Target KOTH TableDescriptionPF2WP2
    001Material001001
    002Customer/Material002002
    003Customer/Plant/Material003003
    004Destination Country/Mat.Group004
    005Destination country005
    006Material Group006
    007Customer hierarchy007
    008Customer Hierarchy/Material008
    901Ship-to/Material901
    902Ship-to/Matl group902
    903Quality/Customer/Material903
    904Quality/Customer/Matl group904
    905Quality/Material905
    906Quality/Matl group906
    907Prod.hier.907
    908Quality/Ind.Origin/Matl group908
    909Quality/RecipCntry/Matl group909
    910Quality/Ind.Origin/Customer/Matl group912
    911Qual/Sales org/Matl Group913
    912Qual./Ind.Or./Material916
    913Qual./Ind.Or./Customer/Material917
    914Qual./Plant/Material918
    915Qual./Ind.Or./Ship-To/Matl Group/Plant919
    916Qual./Ship-To/Material/Plant920
    917Qual./Ind.Or./Ship-To/Material/Plant921
    918Qual./Ship-To/Matl Group/Plant922
    919Ship-to/Plant/Material
    900
    920Ship-to
    901
    921Sold-to
    902
    922Division (header)
    905
    923 Item Division
    906
    924Plant / Warehouse Number
    908
    925Plant/Ship.point
    909
    023Plant / Material
    911
    926 Plant/Sales org./Ship Point
    913
    927Plant/Ship-to
    501
    928Customer/Distr. Chl
    502
    929 Plant / Sales Organization
    503
    930Plant/Material
    911
    931 Ship-to/Plant/Commercial productHold914
    932Ship-to/Commercial productHold915
    933Qual./Sales org./Material923Hold
    934Qual./Plant/Matl Group924Hold



    Data Cleansing

    IDCriticalityError Message/Report DescriptionRuleOutputSource System
    N/A
























    Conversion Process

    The high-level process is represented by the diagram below:

    Image Added


    Data Privacy and Sensitivity

    Not Applicable


    Extraction

    Extract data from a source into . There are 2 possibilities:

    1. The data exists. connects to the source and loads the data into . There are 3 methods:
      1. Perform full data extraction from relevant tables in the source system(s).
      2. Perform extraction through the application layer.
      3. Only if ; cannot connect to the source, data is loaded to the repository from the provided source system extract/report.
    2. The data does not exist (or cannot be converted from its current state). The data is manually collected by the business directly in . This is to be conducted using DCT (Data Collection Template) in

    The agreed Relevancy criteria is applied to the extracted records to identify the records that are applicable for the Target loads

    Extraction Run Sheet

    Req #Requirement DescriptionTeam Responsible
    1)Legacy System Extraction (PF2 & WP2) based on Access Sequence & Strategy Type Key Combination to determine which table is needed.  

    Records with a Valid To Date in the Future(KOTHxxx-KODATBI >= Current /Migration Date)







    Selection Screen

    Selection Ref ScreenParameter NameSelection TypeRequirementValue to be entered/set
    VCH3Strategy TypeKeyMandatoryAll strategies (As an example Use ZRCS)

           -> Key Combinations are displayed which determines tables for Strategy and columns available













    Data Collection Template (DCT)

    Target Ready Data Collection Template will be created for data with exception of some fields which require transformation as mentioned in the transformation rule.

    DCT Rules

    Field NameField DescriptionRule
    N/A










    Extraction Dependencies

    Item #Step DescriptionTeam Responsible
    1) Connection needs to be setup with the correct Authorisation for extractSynity
    2)Possible scheduling of AUSP /INOB as size is generally big and may take some timeSynity
    3)

     Org Structure design needs to be finalised to determine extract package filtering needed for big tables

    • Legacy Plant to Target Plant as per Plant Consolidation xref 
    • Customer/Vendor/BP as per Legacy-Target xref
    Synity




    Transformation

    The Target fields are mapped to the applicable Legacy field that will be its source, this is a 3-way activity involving the Business, Functional team and Data team. This identifies the transformation activity required to allow to make the data Target ready:

    1. Perform value mapping and data transformation rules.
      1. Legacy values are mapped to the to-be values (this could include a default value)
      2. Values are transformed according to the rules defined in
    2. Prepare target-ready data in the structure and format that is required for loading via prescribed Load Tool. This step also produces the load data ready for business to perform Pre-load Data Validation

    Transformation Run Sheet

    Item #Step DescriptionTeam Responsible
    1Execute Collect to ensure PREP /Snapshot is up to date.Synity / SyWay S2P Data Team
    2Execute TransformSynity / SyWay S2P Data Team
    3Review & validate any Error Reports (Config etc)Synity / SyWay S2P Data Team
    4Generate & validate Preload Report (Ensure proper Business names as per Data Dictionary)Synity / SyWay S2P Data Team
    5Generate Load filesSynity / SyWay S2P Data Team


    Transformation Rules

    Rule #Source systemSource TableSource FieldSource DescriptionTarget SystemTarget TableTarget FieldTarget DescriptionTransformation Logic
    1PF2/WP2KOTHxxxKSCHLCondition KeyS4 /HANAKOTHxxxKSCHLCondition KeyCopy from Source to Target (See Matrix)  Additional fields become available depending on Key Combination
    2PF2/WP2KOTHxxxKAPPLApplicationS4 /HANAKOTHxxxKAPPLApplicationCopy from Source to Target (See Matrix)  Additional fields become available depending on Key Combination
    3PF2/WP2KOTHxxxKODATABValidity start date of the condition recordS4 /HANAKOTHxxxKODATABValidity start date of the condition recordCopy from Source to Target (See Matrix)  Additional fields become available depending on Key Combination
    4PF2/WP2KOTHxxxKODATBIValidity end date of the condition recordS4 /HANAKOTHxxxKODATBIValidity end date of the condition recordCopy from Source to Target (See Matrix)  Additional fields become available depending on Key Combination
    5PF2/WP2KONDHCHASPBatches: No. of batch splits allowedS4 /HANAKONDHCHASP
    Copy from Source to Target 
    6PF2/WP2KONDHCHSPLNumber of batch splits can be changedS4 /HANAKONDHCHSPL
    Copy from Source to Target 
    7PF2/WP2KONDHCHMDGBatches: Dialog batch determinationS4 /HANAKONDHCHMDG
    Copy from Source to Target 
    8PF2/WP2KONDHKZAMEID for display of UoM in batch determinationS4 /HANAKONDHKZAME
    Copy from Source to Target 
    9PF2/WP2KONDHCHMVSBatches: Exit to quantity proposalS4 /HANAKONDHCHMVS
    Copy from Source to Target 
    10PF2/WP2KONDHCHVLLOverdelivery allowed in batch determinationS4 /HANAKONDHCHVLL
    Copy from Source to Target 
    11PF2/WP2KONDHCHVSKSelection type at start of batch determinationS4 /HANAKONDHCHVSK
    Copy from Source to Target 
    12PF2/WP2KLAHCLASSSelection CriteriaS4 /HANA


    Rule  (

    link KONDH to a search strategy in SAP, use the KNUMH (condition record number) to join KONDH and AUSP or INOB tables, which contain characteristic values used in batch search strategies. The link is made through the KONDH-KNUMH and AUSP-OBJEK fields, or INOB-CUOBJ and AUSP-OBJEK fields, to link characteristic values from the AUSP table to the condition record found in KONDH.


    You can then can then Link AUSP record to KLAH via KSSK/INOB to get the Class name field used for Selection Criteria. 

    12PF2/WP2T685HT685H-CLASS_SRTSort CriteriaS4 /HANAKONDHT685H
    Rule (Copy from T685H) based on Condition 
    12PF2/WP2KONDHLOEVM_KOLOEVM_KODeletion indicator for condition itemKONDHLOEVM_KO
    Copy from Source to Target 


    Transformation Mapping

    Mapping Table NameMapping Table Description
    PlantsMapping of Legacy Plants to Target System value (Value Mapping) Applicable as per Matrix
    Storage LocationMapping of Legacy Storage location to Target System value (Value Mapping) Applicable as per Matrix
    MaterialMapping of Legacy Material to Target System Material no. as per Material Basic Data xref
    CustomerMapping of Legacy Customer to Target System Customer no. xref
    Movement TypeMapping of Legacy Mvt type to Target Mvt Type
    Order TypeMapping of Legacy Order type to Target Order type
    ComponentMapping of Legacy Component to Target Component
    Production materialMapping of Production Material to Target Produced Material 
    Ship-toMapping of Legacy Ship-to to Target Ship-to
    Sold-toMapping of Legacy Sold to to Target Sold to
    Distribution ChannelMapping of Legacy Distribution Channel to Target Distribution Channel
    Sales OrginisationMapping of Legacy Sales Org to Target Org
    Commercial ProductMapping of Legacy Commercial Product to target Commercial Product
    Item DevisionMapping of Legacy Division to Target Devisiion
    Warehouse NumberMapping of Legacy Whse Number to Target Whse Number
    Shipping PointMapping of Legacy Ship point to Target Ship point.

    Transformation Dependencies

    List the steps that need to occur before transformation can commence
    Item #Step DescriptionTeam Responsible
    1Ensure all Transformation mappings are up to dateSynity/Data Team
    2Check Tables for fields are up to date & completeSynity/Data Team
    3
    • Legacy Plant to Target Plant as per Plant Consolidation xref 
    • Customer/Vendor/BP as per Legacy-Target xref
    • Legacy vs To Be Material Numbering xref
    Synity/Data Team




    Pre-Load Validation

    Project Team

    Completeness

    TaskAction
    Verify Record CountsRow counts in PREP (Relevancy) should tie back to Count in Target Table





    Accuracy

    TaskAction
    Conversion Accuracy

    SyWay P2F Data Team to verify that all fields pass the following checks:

    1. All Mandatory Fields filled out
    2. Field and Value Mapping Complete and correct. 
    3. Nulls need to be verified 
    4. Field Lengths and data types should be compatible with upload Template
    Review Error ReportsFields that fail checks due to Target Readiness etc. should be highlighted in error reports. These reports need to be flagged & decision can be made to Remediate values in initial Mock cycles but no remediation should be applied when doing final dress rehearsal.



    Business

    Completeness

    TaskAction
    Verify Record CountsBusiness Data Owner/s to verify that the total number of relevant records from the the Relevancy Reports is equal to the total number of records in the Preload and Load Sheets.





    Accuracy

    TaskAction
    Conversion AccuracyBusiness Data Owner/s to verify that all the data in the load table/file is accurate as per endorsed transformation/mapping rules (and signed-off DCT data).





    Load

    The load process includes:

    1. Execute the automated data load into target system using load tool or product the load file if the load must be done manually
    2. Once the data is loaded to the target system, it will be extracted and prepared for Post Load Data Validation

    Load Run Sheet

    Item #Step DescriptionTeam Responsible
    1.Go to Load tool (Migrate your Data)Synity/Data Team
    2.Run Simulation & validate if any Errors are encounteredSynity/Data Team
    3.If No errors encountered proceed with Prepare & simulateSynity/Data Team
    4.Once Approval has been given proceed with MigrationSynity/Data Team
    5.Any Migration Errors need to be highlighted & and depending on volume & criticality of Mock cycle either be fixed & reloaded or Marked for correcting in subsequent MocksSynity/Data Team
    6.

    Generate all Post-load Reports with summary information with counts that clearly show :

    1. To be loaded Count (In Target Table)
    2. Loaded
    3. Failures with meaningful error descriptions
    Synity/Data Team
    7.

    Check a sample of a few materials in S/4 HANA

    Synity/Data Team
    8. 

    Garner validations/signoffs.

    Synity/Data Team


    Load Phase and Dependencies


    In order to migrate this object the following Dependencies should have been completed before attempting the migration

    • Characteristics
    • Class
    • Customer
    • Product

    Configuration

    Item #Configuration Item






    Conversion Objects

    Object #Preceding Object Conversion Approach

    list the exact title of the conversion object of only the immediate predecessor – this will then confirm the DDD (Data Dependency Diagram)




    Error Handling

    Error TypeError DescriptionAction Taken
    Missing ConfigPlant/Storage Location etc not available 


    Post-Load Validation

    Project Team

    Completeness

    TaskAction
    Verify CountSyWay P2FData Team to verify the record count created in target S/4 HANA by accessing post load reports in dspMigrate or standard reports from S/4 HANA





    Accuracy

    TaskAction
    Verify LogsCheck if there is data that failed to load and perform the necessary actions (e.g. register as post load issue or attempt to load the record again, etc.).





    Business

    Completeness

    TaskAction
    Verify CountDownload Post Load Reports from dspMigrate and verify that the record count loaded in the target S/4 HANA is the same count as of the endorsed load file.





    Accuracy

    TaskAction
    Conversion AccuracyVerify that the Material data in target S/4 HANA were loaded correctly via dspMigrate post load reports or standard reports from S/4 HANA.





    Key Assumptions

    • Master Data Standard is up to date as on the date of documenting this conversion approach and data load. is in scope based on data design and any exception requested by business.


    See also

    Change log

    Change History
    limit10