MDG - Master Data Governance.
It helps to gain a single, trusted view of data and to address digital, analytical, and operational challenges head on, to simplify enterprise data management,
increase data accuracy, and reduce total cost of ownership with a single solution that facilitates consolidation and central governance.
There are 10 different types of workflows available, one of which is optional.
There is an initial request submission, followed by validation steps, then a global data maintenance, then finally the plant-specific data maintenance.
ZMAT01 - For material creation
ZMAT02 - Extend/add plant/sales area
ZMATACT - Reactivate material
ZMATFIC2 - Change local (plant) data FICO
ZMATGEN2 - Change general data
ZMATPLN2 - Change local plant data - planning
ZMATQM2 - Change local plant data - QM
ZMATSP02 - Change sales organization purchasing data
ZMATWM02 - Change local plant data - storage/warehouse
ZMAT06 - Set deletion flag
MDG will manage the data of 2 different systems: RCS and PF1. There will be some instances where a code, such as Plant Blocking code “Z0”, is used in both systems but have different meanings in the respective systems. In this example a new blocking code “ZD” will be used in MDG. A trans-code table will convert the “ZD” to Z0 for when the data arrives in RCS and Z4 when it arrives in PF1.
New codes in MDG will be created with the number beginning 3xxxxxx. This code will be the same in MDG and RCS/PF1.
Pre-Existing RCS/PF1 materials created before MDG implementation will keep their code in their respective ERP systems, but in MDG they will be assigned with a new number: 3xxxxxx.
There will be a trans-code table to convert these values SM30: Z4R_MDG_T_TARSYS
OTHER DATA TRANS-CODE
Plant block
Availability Check
MRP Type
Valuation class
Material type (PF1)
Receiver Determination
Receiver determination assigns work items created by the workflow to receiver groups based on a set of predefined attributes
The SAP receiver determination table accessible through SM30: Z4M_T_MAT_RCV
Business units currently in MDG:
CS - Novecare
CH - Special Chemicals
SD - Soda Ash
Step assignment:
BA | Business Approver |
DA | GBU Data Admin/Mgr |
DF | Contributor Finance & Controlling |
DP | Contributor Production Planning / MRP |
DQ | Contributor Quality Management |
DS | Contributor Storage - Warehouse Mgt |
GD | Global Data Steward |
PS | Product Steward / Regulatory Affairs |
It is necessary to find MDG Production System and connect the same way as to any other SAP system
Afterwards transaction NWBC should be entered and saved in favorites for easy access to MDG homepage in Internet Explorer
Homepage
MDG homepage is being used to treat incoming Change requests, Maintain material data using requester role, create link between systems and other functions.
Search Function
As many materials have been loaded in MDG from target systems PF1 and WP1, MDG article number will differ from the one in the other SAP platform. However, there is a simple way to search for MDG or target system number.
By using search Material function, MDG number to be processed can be found this way:
Search method has to be changed to Remote Client Search if target system number is available and MDG number needs to be found.
In ID value, article number should be entered
Business system WP1_400 or PF1_020 has to be specified, after entering these values and pressing "Search" button, MDG number will be displayed below. By clicking on it, material change request can be opened right away if needed.
Using the Enterprise Search Option, material can be found by description or MDG number.
MDG – Material Display
Once material number has been found, it can be displayed by clicking on it and it will open a new Internet explorer window containing all material data.
All of the material data that you would typically find in MM03 transaction will be displayed in MDG.
Remember, you can continue to display the master data in the RCS/PF1 system in transaction MM03.
Once Material is opened, data can be seen by sections or by using "Expand All" option, all available information will be visible at once.
Quick Navigation – You can navigate quickly using the Assignment Block at the top right of the page and choose necessary area where changes are needed.
To immediately start editing all of the available data click on the edit button in the header.
You can launch the Material MAINTENANCE PROCESS this way or you can return to the homepage by closing the window if no changes are required.
Data Exceptions to be maintained directly in RCS or PF1
Classification data views (direct maintenance)
Commodity code in Foreign trade views (GTS, or direct maintenance). Forecast views
Quality Management views (for inspection types) Label data views (GLM).
Accounting/Costing views
The ZPRC (PRCOM) material will be created directly in MDG (MM01) without the classification view. It will be transferred into the ERP at the same time as the ZMAT transfer. Then the classification view is added.
Workflow Request Types
Some data will continue to be maintained in the ERP systems(RCS/PF1) in MM01 or MM02...
Classification data views (direct maintenance)
Commodity code in Foreign trade views (GTS, or direct maintenance). Forecast views
Quality Management views (for inspection types) Label data views (GLM).
Accounting/Costing views will be opened in MDG, but the costing run will be made in the ERP system.
The ZPRC (PRCOM) material will be created directly in MDG (MM01) without the classification view. It will be transferred into the ERP at the same time as the ZMAT transfer. Then the classification view is added.
MDG – Homepage
You will most often use
these two sections
when you want to
maintain materials
or to review the open
Change Request
ZMAT01 - MDG – Creation Workflow: Requestor
To submit a new creation request click create Finish Goods.
Reminder: 1 MDG request = 1 ZMAT request
It is recommended to indicate the Organization Data in this screen:
At minimum:
PLANT
SALES ORGANIZATIO
DISTRIBUTION CHANNEL
If you do not enter any information here then the Plant and Sales Organization must be indicated in the following screen.
Click on CONTINUE to proceed.
Important: the plant and sales organizations must belong to the same country. This is to reduce the complexity of the receiver determination.
TIP: you can create a material by copying the template.
PAGE LAYOUT
SAVE: save current status, you can exit and return to your request later.
SUBMIT: if all mandatory data is completed you can submit. The request moves to the next step in the workflow.
CANCEL: cancels the open request. You will have to close the open screen.
EDIT: if you are viewing a material, or have opened a WF request waiting for your input you must click on Edit.
CHECK: will check that the data entered is valid and that no mandatory data is missed.
REFRESH: similar as Check. Click on refresh after Submit to display validation options for Business Approver.
COLLAPSE ALL: collapses all data sections
EXPAND ALL: expands all data sections
Note: The Material code $1306 is a temporary number. It is not the final material code.
A description with asterisk * next to it means that the field is mandatory. You cannot submit until it is populated. The orange box means that the data is already entered by the system.
CHANGE REQUEST
The Change request number is indicated. Note it for reference.
The description of the Request is already populated. Note - it is not the Material Description.
OPTIONAL: to add suplementary information
In NOTES some additional information can be entered. If you are going to WITHDRAW or RETURN a request then it is mandatory to add a note
In ATTACHMENTS you can attach a file.
BASIC DATA
General Data
Describe GBU
SALES
In SALES in the Shipping part, you must indicate the TRANSPORTSTION GROUP:
DISTRIBUTION CHAINS
You already added a sale org/channel in the iniitial step. You can add an additional distribution channel by clickling ADD.
PLANT
You already added a plant code un the initial step. You can add an addictional plant by clicking ADD.
Reminder: the NEW plant and sales organizations that YOU ADD must belong to the same country. If there is an error then remove the Sales Area and add it in a new change request.
ERROR CHECKING
You can click on CHECK in the header to see if any mandatory data is missed.
Occasionally, when you modify a field, MDG will sistematically refresh the data and it will automaticlaly verify the data.
PLANT GENERAL DATA
The errors shown in the last slide concern the Plant mandatory data:
INDUSTRIAL ORIGIN FOR ACCOUNTING: the plant code that produces the material
MATERIAL USAGE REASON: PRO = Production RES = Resale
You can also indicate the PROFIT-CENTER if it’s known.
PLANT FOREIGN TRADE
Here you must indicate:
COUNTRY OF ORIGIN
REGION OF ORIGIN
Select the appropriate codes from the
list, or enter them directly if known.
For plants in BRAZIL you must also indicate:
MATERIAL CFOP CATEGORY = 0
CONTROL CODE = IF KNOWN
To change the Control Code after the creation you will need to submit a ZMATSP02 change request (Change sales or purchasing data).
MRP DATA?
Note, as a REQUESTOR you can also populate the data in the other parts of the material. For example, if you are responsible for completing some MRP data then it is possible to do so in this Requestor step.
! Note that in this case the “PLANT PLANNING” Contributor step is mandatory later on in the process. It will at least need to be approved, or additional data added by the plant stakeholder.
FINAL CHECK
EMAIL NOTIFICATIONS
- There will be sent two email notifications.
Notification to the Requestor confirming the new Change Request has been submitted and the CR number.
Notification to the Business Approvers (next in Workflow) that a CR is waiting for their attention.
IF THE REQUESTOR IS ALSO DEFINED AS THE BUSINESS APPROVER
You can immediately click on REFRESH in the header...
then you will see the APPROVAL options...
Click on DIRECT APPROVE or SEND FOR REG.AFFAIRS APPROVAL to complete the Business Approver step.
VIEW THE STATUS OF THE WORKFLOW: 1
In your current screen you can see the status of the request; who is next in line for the validation/maintenance.
At the header of the request click on Workflow Log
REVIEW THE WORKFLOW 1
The workflow steps will be listed, including any that are completed or “Ready” to be processed. You can click on the Processor entry “Multiple..” to view who will be managing the next step in the workflow.
REVIEW THE WORKFLOW 2
You can also see the status of your requests from the main MDG Homepage
Clicking on My Change Requests will go to the Change Requests overview. You can see all requests that you have created.
You can immediately see the current status
In order to view the Workflow first clicl on the line to select the request, then click on the Workflow Log.
REVIEW THE REQUESTS WAITING FOR YOUR ATTENTION
CREATION WORKFLOW – BUSINESS APPPROVAL/DATA ADMINISTRATOR
If the options above are not completely visible the click on the double arrow to show a drop-down list.
Choose:
● Direct approve : approve the request, send it to the GBU Data Manager to enrich
● Send for Reg.Affairs Approval : ask for Product Stewardship to record their validation (TBC)
● Send back to requestor : revert to previous step, requestor must confirm some information
● Withdraw : reject this request
● Cancel : if you are in Edit mode click on Cancel to cancel changes and return to Display mode
● Check : check that all mandatory data is completed
● Edit : some information to be changed or supplemented
CREATION WORKFLOW – BUSINESS APPROVAL
If the options above are not completely visible the click on the double arrow to show a drop-down list.
Choose:
● Approve : approve the request, send it to the GBU Data Manager to enrich
● Send back to Business Approver: revert to previous step, requestor must confirm some information
● Cancel : if you are in Edit mode click on Cancel to cancel changes and return to Display mode
● Check : check that all mandatory data is completed
● Edit : some information to be changed or supplemented
Click on APPROVE to complete the Regulatory Affairs step.
*EU BULK requests will be sent to Regulatory Affairs*
MDG – CREATION WORKFLOW – GBU Data Manager
The GBU Data Manager will complete any additional data such as: PRCOM (Basic Material) code if it not already added Purchasing Group.
→ Initially the GBU data managers will be : Peter Rollason / Yoomi Kim / Carlos Morales
First Actions
Click on EDIT in the header then CHECK. You will see some missing data:
BASIC DATA
BASIC MATERIAL: 9xxxxxxx PRCOM code. Typically it should already be entered by the requestor. MATERIAL GROUP: 0450
PLANT: PURCHASING
PURCHASING GROUP: ### Suggest intercompany/trading purchasing group
AUTOMATIC PURCHASE ORDER ALLOWED: TICKED
FINAL CHECK
You can click on CHECK in the header to see if any mandatory data is missed.
All missing mandatory data should now be completed. Some other data can be completed by the Data Manager. it should be decided what will be managed by the Service-center.
When all data is compelted click on SUBMIT.
MDG – CREATION WORKDLOW: Global Data Steward
The Global Data Steward will complete any additional data such as: additional languages for Descriptions & Basic Text, additional Units of Measure, tax classifications.
Initially for Europe the Data Steward role will be managed by Lisbon Service-centre.
For other zones (NAM/LAM/APAC) the Data Steward role will be managed by Yoomi Kim / Carlos Morales / Peter Rollason.
FIRST ACTIONS
Click on EDIT in the Header then CHECK. You will see some missing data:
BASIC DATA
GROUPING
GENERIC ITEM GROUP CATEGORY: NORM
MATERIAL GROUP PACKAGING MATERIALS: 0001 BULK, 0005 PACKED IN PALLET
DESCRIPTIONS
add the material description
in the languages below:
PT
PL
JA
KO
ZH
Z9
ES
IT
DE
FR
BASIC DATA TEXT
add the material description in the languages
listed above.
DIMENSIONS
add the dimensions below: 11023 LB = 5000 KG
1 KAI = 1 KG
1 TO = 1000 KG
If a DRUM or TE (Tote/IBC) is defined then add
the relevant conversion;
example
1 DR = 200 KG 1 TE = 1060 KG
SALES
add the dimensions below:
GENERAL DATA
CROSS DIST.CHAIN MATERIAL
= 63/61
DATE = current date
SHIPPING
TRANSPORTATION GROUP = as required
All materials will be available for sale at initial creation to avoid additional LAUNCH process for data admin.
Ensure that the correct sale area line is selected before proceeding...
DISTRIBUTION CHAIN: SALES
if it is a packed material (Drum, IBC):
QUANTITY STIPULATIONS
MINIMUM ORDER QUANTITY= PACK
SIZE MINIMUM DELIVERY QTY= PACK
SIZE DELIVERY UNIT= PACK SIZE
ROUNDING PROFILE= Z50%
DISTRIBUTION CHAIN: GROUPING
if it is a packed material (Drum, IBC):
SALES
ACCOUNTASSIGNMENT GROUP= F
→ If product is coming from 3RD PARTY THEN= T (Trading)
ITEM CATEGORY GROUP= NORM HALIFAX 8058 = ZMAN
OLDBURY 0214 = ZMAN
DISTRIBUTION CHAIN: TAX
In each line Add
Tax Classification = 1
Except for Country FR, TAX Category LCFR. Tax class = A
PLANTS
ENSURE THAT THE CORRECT PLANT LINE
IS SELECTED BEFORE PROCEEDING
PLANT: GENERAL DATA
PLANT SPECIFIC MAT.STATUS
If the standard practice is to
put a block in place then add ZC
FORECAST REQUIREMENTS
PERIOD INDICATOR: M
ATP
AVAILABILITY CHECK GROUP: X2, X7, X8 - depending on zone
PLANT: FOREIGN TRADE
GENERAL DATA
MATERIAL CFOP CATEGORY= 0
:add code for BRAZIL products
CONTROL CODE = add code for BRAZIL
products if known
COUNTRY OF ORIGIN=
REGION OF ORIGIN=
PLANT: SALES
GENERAL DATA
MATERIAL FREIGHT GROUP= add code for US products
SHIPPING DATA
LOADING GROUP= 0001 Bulk, 0002 Packed
FINAL CHECK
MDG – CREATION WORKFLOW – Planning MRP
only for 0005 plnts
The PLANNING contributor will complete the MRP* and Production data of the material master.
The Planning contributor will receive a notification during the plant contribution steps and a final notification when the material is complete.
Additional data such as BOMs/Recipes will be maintained in the ERP System (WP1 / PF1).
In some cases the MRP data will be managed by the requestor/Demand Planner
FIRST ACTIONS
Click on EDIT at the Header Level.
Navigate directly to the Plants section using the Assignment Block: ALWAYS expand the Plants section, then be sure to select the correct plant line that you want to maintain. It is important to do this if there are multiple plants attached to the material.
PLANT: GENERAL DATA
GENERAL DATA
PLANT-SPECIFIC MATERIAL STATUS: ZC
add ifa block is needed*
Note that the MDG blocking codes are not the same codes as RCS / PF1. There is a transcodification.
*If a blocking code is added then remember that a NEW CHANGE REQUEST must be submitted in MDG to remove the block!
FORECAST REQUIREMENTS
PERIOD INDICATOR: M
ATP
TOTAL REPLENISHMENT LEAD TIME: as required
MDG – CREATION WORKFLOW: Storage / Warehouse Management
The STORAGE contributor will complete the Storage/Warehouse data of the material master.
*He/she could also have authorisation to maintain the MRP data. Both MRP and storage data can be maintained at the same time*
The storage contributor will receive a notification during the plant contribution steps and a final notification when the material is complete.
If STORAGE LOCATION is created via MIGO be sure to create the StorLoc in MDG to keep the systems aligned
FIRST ACTIONS
Click on EDIT at the HEADER level
ALWAYS expand the Plants section, then be sure to select the correct plant line that you want to maintain. It is important to do this if there are multiple plants attached to the material.
MDG – CREATION WORKFLOW: Quality
The QM contributor is part of the MDG process but will enter some minimal data (inspection interval), or perhaps no data. There is a check and a validation to be made in order to complete the PLANT CONTRIBUTION steps.
The QM contributor will receive a notification during the plant contribution steps and a final notification when the material is complete.
The QM Inspection setup will be maintained in the ERP System (WP1 / PF1) with MM01 or MM02 as normal.
FIRST ACTIONS
There is no data for the QM Contributor to enter in MDG except for “Inspection Interval”.
If the Inspection Interval is not maintained then all that is needed is to click on SUBMIT.
FIRST ACTIONS - INSPECTION INTERVAL
At minimum the QM "task" in MDG is a validation. However, if the QM Inspection Interval value is maintained then it must be done in MDG...
Click on EDIT at the HEADER level
ALWAYS expand the Plants section, then be sure to select the correct plant line that you want to maintain. It is important to do this if there are multiple plants attached to the material...
You can find the QM Inspection Interval in Plant: Quality Management…
Then click on SUBMIT.
Inspection plan in RCS
1. If MDG QM task is only "submit" (no Inspection Interval is maintained), then when the code is created in RCS system there is no QM plant view.
The user must create the QM view in MM01, then to add the Inspection setup as normal.
2. If MDG QM task includes maintaining the Inspection Interval then the QM view will be created automatically in RCS. The user must manage the Inspection setup in MM02
MDG – CREATION WORKFLOW: Finance
The FINANCE contributor will complete the Costing & Accounting data of the material master.
NOTE - no costs are maintained in the MDG system
The finance contributor will receive a notification during the plant contribution steps and a final notification when the material is complete.
The costing is launched in the ERP system (WP1, PF1) when the local material data is completed (BOM..).
FIRST ACTIONS
Click on EDIT at the HEADER level
ALWAYS expand the Plants section, then be sure to select the correct plant line that you want to maintain. It is important to do this if there are multiple plants attached to the material.
PLANT: GENERAL DATA
GENERAL DATA
PLANT-SPECIFIC MATERIAL STATUS: ZC
add if a block is needed*
Note that the MDG blocking codes are not the same codes as RCS / PF1. There is a transcodification.
*If a blocking code is added then remember that a NEW CHANGE REQUEST must be submitted in MDG to remove the block!
PROFIT CENTER
the profit center can be added or changed
PLANT: COSTING
GENERAL DATA
VARIANCE KEY : Z_Z001
QUANTITY STRUCTURE DATA
COSTING LOT SIZE: as required
SPECIAL PROCUREMENT: optional
VALUATION AREA PLANT
you must add a Valuation Header.
Click on ADD
VALUATION AREA PLANT: COSTING
The Material Origin and Costed with Quantity options should already be ticked by default.
FINAL STEP - COMPLETION - CODE TRANSFER
When all plant contribution steps are completed the new material code is created in the MDG system.
The code will be transferred into the ERP system (RCS / PF1) almost immediately.
NOTIFICATION
A final email notification will be sent to all stakeholders in the MDG workflow. The email will confirm the new material code.
RCS/PF1 further maintenance Reminder: BOM, Costing, Quality Inspection, Label, Sales release
→ Some data will continue to be maintained in the ERP systems(RCS/PF1)
Classification data views (direct maintenance)
Commodity code in Foreign trade views (GTS, or direct maintenance).
Forecast views
Quality Management views (QA08)
Label data views (GLM).
Accounting/Costing views will be opened in MDG, but the costing run will be made in the ERP system.
The ZPRC (PRCOM) material will be created directly in MDG (MM01) without the classification view. It will be transferred into the ERP at the same time as the ZMAT transfer. Then the classification view is added.
MDG – CREATION BY Copy - put in beginning
To submit a new change request click on Change Material....
All BASIC DATA is locked.
This Extension request will not allow creation or change of General data (from MARA table).
You are concerned only with the new PLANT / SALES data.
MENTION DELETION PROCESS AND COUNTRY BY COUNTRY STUFF.