| Status | In Progress |
|---|---|
| Owner | |
| Stakeholders | The business stakeholders involved in making, reviewing, and endorsing this decision. Type @ to mention people by name |
Purpose
The purpose of this document is to define the approach for the maintenance of master data supporting the Project scoring methodology. This master data comprises fixed parameters used in the scoring calculations.
Project scoring uses structured scoring models to evaluate and prioritize projects based on predefined criteria like strategic alignment, risk.
Conversion Scope
The scope of this document covers the approach applicable to all Project Scoring parameters and drop-down lists supporting PPM bucket/item custom fields which are created in S/4 HANA following the Project Scoring and Other dropdowns Master Data Design Standard.
The drop-down lists define the allowable values to be entered in the relevant custom fields on a PPM Item or Bucket. The scoring master data controls the parameters input to the scoring calculations (performed on PPM Items in SAC). These parameters are centrally maintained.
This is a completely new object for Syensqo with the data being sourced using DCT (Data Collection Template).
List of source systems and approximate number of records
| Source | Scope | Source Approx No. of Records | Target System | Target Approx No. of Records |
|---|---|---|---|---|
| DCT | All Records | S/4HANA | TBD |
Migration load to be done to ROW instance with replication to other S/4 Hana instances (China and CUI) done by batch job as per business process. To be included in cut-over strategy document.
Additional Information
Multi-language Requirement
Portfolio scoring attributes will be maintained in English Language only.
Document Management
Not applicable
Legal Requirement
Not applicable
Special Requirements
Not applicable
Target Design
The technical design of the target for this conversion approach.
| Table | Field | Data Element | Field Description | Data Type | Length | Requirement |
|---|---|---|---|---|---|---|
| /SYQ/T_INV_CAT | INV_CAT_CD | Investment Category Code | NUMC | 2 | Mandatory | |
| /SYQ/T_INV_CAT | CAT_DESC | Investment Category Description | CHAR | 20 | Mandatory | |
| /SYQ/T_INV_REASON | REASON_CD | Investment Reason Code | NUMC | 2 | Mandatory | |
| /SYQ/T_INV_REASON | REASON_DESC | Investment Reason Description | CHAR | 80 | Mandatory | |
| /SYQ/T_INV_CATEGORY_MAPPING | INV_CATEGORY_MAPPING_CD | Investment Category Mapping Code | NUMC | 4 | Mandatory | |
| /SYQ/T_INV_CATEGORY_MAPPING | SUBCATEGORY | Sub-Category | NUMC | 4 | Mandatory | |
| /SYQ/T_INV_CATEGORY_MAPPING | INV_REASON_CD | Investment Reason Code | NUMC | 4 | Mandatory | |
| /SYQ/T_INV_CATEGORY_MAPPING | INV_CAT_CD | Investment Category Code | NUMC | 2 | Mandatory | |
| /SYQ/T_INV_CATEGORY_MAPPING | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_SPND_RNGE | SPND_RNGE_CD | Spending Range Code | NUMC | 2 | Mandatory | |
| /SYQ/T_SPND_RNGE | SPND_RNGE_DESC | Spending Range Description | CHAR | 20 | Mandatory | |
| /SYQ/T_SPND_RNGE | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_BU_DMN | BU_DMN_CD | Business Unit/Domain Code | NUMC | 2 | Mandatory | |
| /SYQ/T_BU_DMN | BU_DMN_DESC | Business Unit/Domain Description | CHAR | 40 | Mandatory | |
| /SYQ/T_BU_DMN | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_END_USR_MKT | END_USR_MKT_CD | End User Market Code | NUMC | 2 | Mandatory | |
| /SYQ/T_END_USR_MKT | END_USR_MKT_DESC | End User Market Description | CHAR | 40 | Mandatory | |
| /SYQ/T_END_USR_MKT | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_MKT_DRVR | MKT_DRVR_CD | Market Driver Code | NUMC | 2 | Mandatory | |
| /SYQ/T_MKT_DRVR | MKT_DRVR_DESC | Market Driver Description | CHAR | 40 | Mandatory | |
| /SYQ/T_MKT_DRVR | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_CLSTR | CLSTR_CD | Cluster Code | NUMC | 2 | Mandatory | |
| /SYQ/T_CLSTR | CLSTR_DESC | Cluster Description | CHAR | 40 | Mandatory | |
| /SYQ/T_CLSTR | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_ARCHETYPE | ARCHETYPE_CD | Archetype Description Code | NUMC | 2 | Mandatory | |
| /SYQ/T_ARCHETYPE | ARCHETYPE_DESC | Archetype Description | CHAR | 20 | Mandatory | |
| /SYQ/T_ARCHETYPE | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_EXPORT_CNTL | EXPORT-CNTRL_CD | Export Control Code | NUMC | 2 | Mandatory | |
| /SYQ/T_EXPORT_CNTL | EXPORT-CNTRL_DESC | Export Control Description | CHAR | 15 | Mandatory | |
| /SYQ/T_EXPORT_CNTL | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_EU_TXNMY | EU_TXNMY_CD | EU Taxonomy Code | CHAR | 2 | Mandatory | |
| /SYQ/T_EU_TXNMY | EU_TXNMY_DESC | EU Taxonomy Description | CHAR | 15 | Mandatory | |
| /SYQ/T_EU_TXNMY | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_MUST_DO | MUST_DO_CD | Must Do Justification Code | NUMC | 2 | Mandatory | |
| /SYQ/T_MUST_DO | MUST_DO_DESC | Must Do Justification Description | CHAR | 20 | Mandatory | |
| /SYQ/T_MUST_DO | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_RISK_MAGNITUDE | RISK_MAGNITUDE_CD | Risk Magnitude Code | NUMC | 2 | Mandatory | |
| /SYQ/T_RISK_MAGNTD | RISK_MAGNITUDE_DESC | Risk Magnitude Description | CHAR | 20 | Mandatory | |
| /SYQ/T_RISK_MAGNTD | RISK_MAGNITUDE_VALUE | Risk Magnitude Value | NUM | 5 | Mandatory | |
| /SYQ/T_RISK_MAGNITUDE | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_RISK_LKLHD | RISK_LKLHD_CD | Risk Likelihood Code | NUMC | 2 | Mandatory | |
| /SYQ/T_RISK_LKLHD | RISK_LKLHD_DESC | Risk Likelihood Description | CHAR | 20 | Mandatory | |
| /SYQ/T_RISK_LKLHD | RISK_LKLHD_VALUE | Risk Likelihood Value | NUM | 5 | Mandatory | |
| /SYQ/T_RISK_LKLHD | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_REG_MAGNITUDE | REG_MAGNITUDE_CD | Regulatory Risk Magnitude Code | NUMC | 2 | Mandatory | |
| /SYQ/T_REG_MAGNITUDE | REG_MAGNITUDE_DESC | Regulatory Risk Magnitude Description | CHAR | 20 | Mandatory | |
| /SYQ/T_REG_MAGNITUDE | REG_MAGNITUDE_VALUE | Regulatory Risk Magnitude Value | NUM | 5 | Conditional | |
| /SYQ/T_REG_MAGNITUDE | ACTIVE | Active | Checkbox | |||
| /SYQ/T_REG_LKLHD | REG_LKLHD_CD | Regulatory Risk Likelihood Code | NUMC | 2 | Mandatory | |
| /SYQ/T_REG_LKLHD | REG_LKLHD_DESC | Regulatory Risk Likelihood Description | CHAR | 20 | Mandatory | |
| /SYQ/T_REG_LKLHD | REG_LKLHD_VALUE | Regulatory Risk Likelihood Value | NUM | 5 | Mandatory | |
| /SYQ/T_REG_LKLHD | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_REG_TIME_HORIZON | REG_TIME_HORIZON_CD | Regulatory Risk Time Horizon Code | NUMC | 2 | Mandatory | |
| /SYQ/T_REG_TIME_HORIZON | REG_TIME_HORIZON_DESC | Regulatory Risk Time Horizon Description | CHAR | 20 | Mandatory | |
| /SYQ/T_REG_TIME_HORIZON | REG_TIME_HORIZON_FACTOR | Regulatory Risk Time Horizon Factor | NUM | 5 | Mandatory | |
| /SYQ/T_REG_TIME_HZN | ACTIVE | Active | Checkbox | Conditional | ||
| /SYQ/T_STRATEGIC_WGHTG | GBU | GBU | CHAR | 40 | Mandatory | |
| /SYQ/T_STRATEGIC_WGHTG | CAT | Category | NUMC | 4 | Mandatory | |
| /SYQ/T_STRATEGIC_WGHTG | MKT_DRVR_CD | Market Driver | NUMC | 2 | Mandatory | |
| /SYQ/T_STRATEGIC_WGHTG | SCORING_METHOD | Scoring Methodology | CHAR | 15 | Mandatory | |
| /SYQ/T_STRATEGIC_WGHTG | WGHTG_FACTOR | Weighting Factor | NUM | 2.2 | Mandatory | |
| /SYQ/T_FUNCTION | FUNCTION_CD | Function Code | NUMC | 2 | Mandatory | |
| /SYQ/T_FUNCTION | FUNCTION_DESC | Function Description | CHAR | 20 | Mandatory | |
| /SYQ/T_FUNCTION | ACTIVE | Active | Checkbox | Conditional |
Data Cleansing
Data cleansing not applicable, as data object Project Scoring and Other dropdowns will be collected specifically for data migration.
Collection will be done manually in the Data Collection Template.
| ID | Criticality | Error Message/Report Description | Rule | Output | Source System |
|---|---|---|---|---|---|
| Not applicable |
Conversion Process
The high-level process is represented by the diagram below:
Data Privacy and Sensitivity
Not applicableExtraction
Extract data from a source into Syniti Migrate.
The data does not exist (or cannot be converted from its current state). The data is manually collected by the business directly in Syniti Migrate. This is to be conducted using DCT (Data Collection Template) in Syniti Migrate
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 Description | Team Responsible |
|---|---|---|
| 1 | Ensure DCT is collected | Data Team |
| 2 | Perform preliminary completeness check, data quality check. | Data Team |
| 3 | Raise issues as defects if Req # 1 to 2 are not met | Data Team |
| 4 | Repeat Req # 1 to 3 if required | Data Team |
Selection Screen
Not Applicable| Selection Ref Screen | Parameter Name | Selection Type | Requirement | Value to be entered/set |
|---|---|---|---|---|
| Not Applicable |
Data Collection Template (DCT)
Target Ready Data Collection Template will be created for Project Scoring and Other dropdowns data with exception of some fields which require transformation as mentioned in the transformation rule.Project Scoring and Other dropdowns DCT Rules.
| Field Name | Field Description | Rule |
|---|---|---|
| INV_CAT_CD | Investment Category Code | Unique code (Numeric) assigned to table entry, It is a Required Field: Preload Check to be done to confirm that this field is filled the Data Collection Template |
| CAT_DESC | Investment Category Description | Investment Category - a reporting attribute assigned to PPM Items; defines the driver for the project as either 'Growth' or 'Sustenance'. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template |
| REASON_CD | Investment Reason Code | Unique code (Numeric) assigned to table entry. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template |
| REASON_DESC | Investment Reason Description | Free text field. Investment Reason - a reporting attribute assigned to PPM Items; defines the detailed investment/ expense reason. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template |
| INV_CATEGORY_MAPPING_CD | Investment Category Mapping Code | Unique code assigned to table entry It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| SUBCATEGORY | Sub-Category | Code assigned to Sub-Category; Note: this is a configuration table. |
| INV_REASON_CD | Investment Reason Code | Code assigned to Investment Reason It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| INV_CAT_CD | Investment Category Code | Code assigned to Investment Category |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field |
| SPND_RNGE_CD | Spending Range Code | Unique code assigned to table entry It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| SPND_RNGE_DESC | Spending Range Description | Spending Range - defines the size of the financial investment |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field |
| BU_DMN_CD | Business Unit/Domain Code | Unique code assigned to table entry |
| BU_DMN_DESC | Business Unit/Domain Description | Business Unit or Domain - a reporting attribute assigned to PPM Items; an organizational unit within GBU/ Function which owns the project. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field |
| END_USR_MKT_CD | End User Market Code | Unique code assigned to table entry |
| END_USR_MKT_DESC | End User Market Description | Classification of the industrial end users based upon type of industry e.g. aerospace, automotive etc. Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Initially blank. Set to Inactive when record is no longer valid for selection on a PPM Item. |
| MKT_DRVR_CD | Market Driver Code | Unique code assigned to table entry |
| MKT_DRVR_DESC | Market Driver Description | Defines the key market influencing the project. Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Initially blank. Set to Inactive when record is no longer valid for selection on a PPM Item. |
| CLSTR_CD | Cluster Code | Unique (Numeric) code assigned to table entry It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| CLSTR_DESC | Cluster Description | Enables the grouping of Items for budget allocation and financial tracking Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field |
| ARCHETYPE_CD | Archetype Description Code | Unique code (Numeric) assigned to table entry It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ARCHETYPE_DESC | Archetype Description | Classification of R&I projects for reporting Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field |
| EXPORT-CNTRL_CD | Export Control Code | Unique (Numeric) code assigned to table entry; manually selected or value returned from Questionnaire It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| EXPORT-CNTRL_DESC | Export Control Description | Defines whether the project is relevant for Export Control; 0 (No), 1-9 (Yes) It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| EU_TXNMY_CD | EU Taxonomy Code | Unique code assigned to table entry; value returned from Questionnaire Must be a number, 0-9, allowing for all possible results returned from the Questionnaire. |
| EU_TXNMY_DESC | EU Taxonomy Description | Defines whether the project is relevant for Export Taxonomy; 0 (No), 1-9 (Yes) It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| MUST_DO_CD | Must Do Justification Code | Unique (numeric) code assigned to table entry |
| MUST_DO_DESC | Must Do Justification Description | Justification for a Must Do classification of the Item. Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| RISK_MAGNITUDE_CD | Risk Magnitude Code | Unique number assigned to the table entry. Conventionally 1-5. |
| RISK_MAGNITUDE_DESC | Risk Magnitude Description | Description of Risk Magnitude Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| RISK_MAGNITUDE_VALUE | Risk Magnitude Value | Numeric Value assigned to the Risk Magnitude. Multiplied by the Risk Likelihood to give the Risk Rating. Input to Project Scoring calculation. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| RISK_LKLHD_CD | Risk Likelihood Code | Unique number assigned to the table entry. |
| RISK_LKLHD_DESC | Risk Likelihood Description | Description of Risk Likelihood Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| RISK_LKLHD_VALUE | Risk Likelihood Value | Numeric Value assigned to the Risk Likelihood. Multiplied by the Risk Magnitude to give the Risk Rating. Input to Project Scoring calculation. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| REG_MAGNITUDE_CD | Regulatory Risk Magnitude Code | Unique number assigned to the table entry. conventionally 1-5. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| REG_MAGNITUDE_DESC | Regulatory Risk Magnitude Description | Description of Regulatory Risk Likelihood Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| REG_MAGNITUDE_VALUE | Regulatory Risk Magnitude Value | Value assigned to the Regulatory Risk Magnitude. Multiplied by the Regulatory Risk Likelihood to give the Regulatory Risk Rating. Input to Project Scoring calculation. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| REG_LKLHD_CD | Regulatory Risk Likelihood Code | Unique number assigned to the table entry. conventionally 1-5. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| REG_LKLHD_DESC | Regulatory Risk Likelihood Description | Description of Regulatory Risk Likelihood Free text field. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| REG_LKLHD_VALUE | Regulatory Risk Likelihood Value | Numeric Value assigned to the Regulatory Risk Likelihood . Multiplied by the Regulatory Risk Magnitude to give the Regulatory Risk Rating. Input to Project Scoring calculation. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| REG_TIME_HORIZON_CD | Regulatory Risk Time Horizon Code | Unique number (1-99) assigned to table entry It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| REG_TIME_HORIZON_DESC | Regulatory Risk Time Horizon Description | Description of Regulatory Risk Time Horizon Free text. eg. '> 1 Year', '1-5 Years', '> 5 Years' It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| REG_TIME_HORIZON_FACTOR | Regulatory Risk Time Horizon Factor | Factor assigned to the Regulatory Risk Time Horizon . Multiplied by the Regulatory Risk Rating to factor in the time horizon for which the Regulatory Risk applies. Input to Project Scoring calculation. It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
| GBU | GBU | Global Business Unit to which the weighting applies. Must be name of leaf Profit Centre Hierarchy Node It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| CAT | Category | Category to which the weighting applies Must be a valid entry in RPM_PROJ_CAT table It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| MKT_DRVR_CD | Market Driver | Market Driver to which the weighting applies Must be a valid entry in /SYQ/T_MKT_DRVR table It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| SCORING_METHOD | Scoring Methodology | The scoring methodology to which the weighting applies Must be 'Financial', 'Risk' or 'Regulatory' It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| WGHTG_FACTOR | Weighting Factor | The Weighting Factor to be applied for the combination of GBU, Scoring Methodology and Category Numeric field |
| FUNCTION_CD | Function Code | Unique number assigned to table entry It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| FUNCTION_DESC | Function Description | Function Name assigned to a L3 Bucket; used for reporting and validations Free text field eg. 'Industrial', 'R&I', 'IT' It is a Required Field: Preload Check to be done to confirm that this field is filled in the Data Collection Template. |
| ACTIVE | Active | Active Flag - if set, the record does not appear in the drop-down list for the field Note: Set to Inactive when record is no longer valid for selection on a PPM Item. |
Extraction Dependencies
No Dependencies for Extract
| Item # | Step Description | Team Responsible |
|---|---|---|
| Not applicable |
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 Syniti Migrate to make the data Target ready:
- Perform value mapping and data transformation rules.
- Legacy values are mapped to the to-be values (this could include a default value)
- Values are transformed according to the rules defined in Syniti Migrate
- 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 Description | Team Responsible |
|---|---|---|
1 | Obtain DCT Sign-off from Business | Data Team |
2 | Execute and Load and perform Transformation | Data Team |
3 | Monitor the transformation progress and ensure performance and completion is within allowed timeframe | Data team |
4 | Review and Validate Error and Preload Reports | Data Team |
5 | Generate data load count. | Data team |
6 | Generate Load Files | Data Team |
7 | Log errors as defects, if any and address resolutions. Close defects. | Data team |
| 8 | Re-transform and re-validate the Pre-load reports if necessary. | Data team |
| 9 | Validate the transformed file as part of pre-load validation, raise data defects or provide the pre-load sign-off. | Business |
| 10 | Analyze and resolve any pre-load defects logged by business. | Data team |
| 11 | Repeat steps 7 to 10 if necessary | Data team |
| 12 | Proceed to pre-load validations | Data team |
Transformation Rules
| Rule # | Source system | Source Table | Source Field | Source Description | Target System | Target Table | Target Field | Target Description | Transformation Logic |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DCT | INV_CAT_CD | Investment Category Code | S/4 Hana | /SYQ/T_INV_CAT | INV_CAT_CD | Investment Category Code | Copy from source to target system | |
| DCT | CAT_DESC | Investment Category Description | S/4 Hana | /SYQ/T_INV_CAT | CAT_DESC | Investment Category Description | Copy from source to target system | ||
| DCT | REASON_CD | Investment Reason Code | S/4 Hana | /SYQ/T_INV_REASON | REASON_CD | Investment Reason Code | Copy from source to target system | ||
| DCT | REASON_DESC | Investment Reason Description | S/4 Hana | /SYQ/T_INV_REASON | REASON_DESC | Investment Reason Description | Copy from source to target system | ||
| DCT | INV_CATEGORY_MAPPING_CD | Investment Category Mapping Code | S/4 Hana | /SYQ/T_INV_CATEGORY_MAPPING | INV_CATEGORY_MAPPING_CD | Investment Category Mapping Code | Copy from source to target system | ||
| DCT | SUBCATEGORY | Sub-Category | S/4 Hana | /SYQ/T_INV_CATEGORY_MAPPING | SUBCATEGORY | Sub-Category | Copy from source to target system | ||
| DCT | INV_REASON_CD | Investment Reason Code | S/4 Hana | /SYQ/T_INV_CATEGORY_MAPPING | INV_REASON_CD | Investment Reason Code | Copy from source to target system | ||
| DCT | INV_CAT_CD | Investment Category Code | S/4 Hana | /SYQ/T_INV_CATEGORY_MAPPING | INV_CAT_CD | Investment Category Code | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_INV_CATEGORY_MAPPING | ACTIVE | Active | Copy from source to target system | ||
| DCT | SPND_RNGE_CD | Spending Range Code | S/4 Hana | /SYQ/T_SPND_RNGE | SPND_RNGE_CD | Spending Range Code | Copy from source to target system | ||
| DCT | SPND_RNGE_DESC | Spending Range Description | S/4 Hana | /SYQ/T_SPND_RNGE | SPND_RNGE_DESC | Spending Range Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_SPND_RNGE | ACTIVE | Active | Copy from source to target system | ||
| DCT | BU_DMN_CD | Business Unit/Domain Code | S/4 Hana | /SYQ/T_BU_DMN | BU_DMN_CD | Business Unit/Domain Code | Copy from source to target system | ||
| DCT | BU_DMN_DESC | Business Unit/Domain Description | S/4 Hana | /SYQ/T_BU_DMN | BU_DMN_DESC | Business Unit/Domain Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_BU_DMN | ACTIVE | Active | Copy from source to target system | ||
| DCT | END_USR_MKT_CD | Market Driver Code | S/4 Hana | /SYQ/T_END_USR_MKT | END_USR_MKT_CD | Market Driver Code | Copy from source to target system | ||
| DCT | END_USR_MKT_DESC | Market Driver Description | S/4 Hana | /SYQ/T_END_USR_MKT | END_USR_MKT_DESC | Market Driver Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_END_USR_MKT | ACTIVE | Active | Copy from source to target system | ||
| DCT | /SYQ/T_MKT_DRVR | Market Driver Code | S/4 Hana | /SYQ/T_MKT_DRVR-MKT_DRVR_CD | /SYQ/T_MKT_DRVR | Market Driver Code | Copy from source to target system | ||
| DCT | /SYQ/T_MKT_DRVR | Market Driver Description | S/4 Hana | /SYQ/T_MKT_DRVR-MKT_DRVR_DESC | /SYQ/T_MKT_DRVR | Market Driver Description | Copy from source to target system | ||
| DCT | /SYQ/T_MKT_DRVR | Active | S/4 Hana | /SYQ/T_MKT_DRVR-ACTIVE | /SYQ/T_MKT_DRVR | Active | Copy from source to target system | ||
| DCT | CLSTR_CD | Cluster Code | S/4 Hana | /SYQ/T_CLSTR | CLSTR_CD | Cluster Code | Copy from source to target system | ||
| DCT | CLSTR_DESC | Cluster Description | S/4 Hana | /SYQ/T_CLSTR | CLSTR_DESC | Cluster Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_CLSTR | ACTIVE | Active | Copy from source to target system | ||
| DCT | ARCHETYPE_CD | Archetype Description Code | S/4 Hana | /SYQ/T_ARCHETYPE | ARCHETYPE_CD | Archetype Description Code | Copy from source to target system | ||
| DCT | ARCHETYPE_DESC | Archetype Description | S/4 Hana | /SYQ/T_ARCHETYPE | ARCHETYPE_DESC | Archetype Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_ARCHETYPE | ACTIVE | Active | Copy from source to target system | ||
| DCT | EXPORT-CNTRL_CD | Export Control Code | S/4 Hana | /SYQ/T_EXPORT_CNTL | EXPORT-CNTRL_CD | Export Control Code | Copy from source to target system | ||
| DCT | EXPORT-CNTRL_DESC | Export Control Description | S/4 Hana | /SYQ/T_EXPORT_CNTL | EXPORT-CNTRL_DESC | Export Control Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_EXPORT_CNTL | ACTIVE | Active | Copy from source to target system | ||
| DCT | EU_TXNMY_CD | EU Taxonomy Code | S/4 Hana | /SYQ/T_EU_TXNMY | EU_TXNMY_CD | EU Taxonomy Code | Copy from source to target system | ||
| DCT | EU_TXNMY_DESC | EU Taxonomy Description | S/4 Hana | /SYQ/T_EU_TXNMY | EU_TXNMY_DESC | EU Taxonomy Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_EU_TXNMY | ACTIVE | Active | Copy from source to target system | ||
| DCT | MUST_DO_CD | Must Do Justification Code | S/4 Hana | /SYQ/T_MUST_DO | MUST_DO_CD | Must Do Justification Code | Copy from source to target system | ||
| DCT | MUST_DO_DESC | Must Do Justification Description | S/4 Hana | /SYQ/T_MUST_DO | MUST_DO_DESC | Must Do Justification Description | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_MUST_DO | ACTIVE | Active | Copy from source to target system | ||
| DCT | RISK_MAGNITUDE_CD | Risk Magnitude Code | S/4 Hana | /SYQ/T_RISK_MAGNITUDE | RISK_MAGNITUDE_CD | Risk Magnitude Code | Copy from source to target system | ||
| DCT | RISK_MAGNITUDE_DESC | Risk Magnitude Description | S/4 Hana | /SYQ/T_RISK_MAGNTD | RISK_MAGNITUDE_DESC | Risk Magnitude Description | Copy from source to target system | ||
| DCT | RISK_MAGNITUDE_VALUE | Risk Magnitude Value | S/4 Hana | /SYQ/T_RISK_MAGNTD | RISK_MAGNITUDE_VALUE | Risk Magnitude Value | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_RISK_MAGNITUDE | ACTIVE | Active | Copy from source to target system | ||
| DCT | RISK_LKLHD_CD | Risk Likelihood Code | S/4 Hana | /SYQ/T_RISK_LKLHD | RISK_LKLHD_CD | Risk Likelihood Code | Copy from source to target system | ||
| DCT | RISK_LKLHD_DESC | Risk Likelihood Description | S/4 Hana | /SYQ/T_RISK_LKLHD | RISK_LKLHD_DESC | Risk Likelihood Description | Copy from source to target system | ||
| DCT | RISK_LKLHD_VALUE | Risk Likelihood Value | S/4 Hana | /SYQ/T_RISK_LKLHD | RISK_LKLHD_VALUE | Risk Likelihood Value | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_RISK_LKLHD | ACTIVE | Active | Copy from source to target system | ||
| DCT | REG_MAGNITUDE_CD | Regulatory Risk Magnitude Code | S/4 Hana | /SYQ/T_REG_MAGNITUDE | REG_MAGNITUDE_CD | Regulatory Risk Magnitude Code | Copy from source to target system | ||
| DCT | REG_MAGNITUDE_DESC | Regulatory Risk Magnitude Description | S/4 Hana | /SYQ/T_REG_MAGNITUDE | REG_MAGNITUDE_DESC | Regulatory Risk Magnitude Description | Copy from source to target system | ||
| DCT | REG_MAGNITUDE_VALUE | Regulatory Risk Magnitude Value | S/4 Hana | /SYQ/T_REG_MAGNITUDE | REG_MAGNITUDE_VALUE | Regulatory Risk Magnitude Value | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_REG_MAGNITUDE | ACTIVE | Active | Copy from source to target system | ||
| DCT | REG_LKLHD_CD | Regulatory Risk Likelihood Code | S/4 Hana | /SYQ/T_REG_LKLHD | REG_LKLHD_CD | Regulatory Risk Likelihood Code | Copy from source to target system | ||
| DCT | REG_LKLHD_DESC | Regulatory Risk Likelihood Description | S/4 Hana | /SYQ/T_REG_LKLHD | REG_LKLHD_DESC | Regulatory Risk Likelihood Description | Copy from source to target system | ||
| DCT | REG_LKLHD_VALUE | Regulatory Risk Likelihood Value | S/4 Hana | /SYQ/T_REG_LKLHD | REG_LKLHD_VALUE | Regulatory Risk Likelihood Value | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_REG_LKLHD | ACTIVE | Active | Copy from source to target system | ||
| DCT | REG_TIME_HORIZON_CD | Regulatory Risk Time Horizon Code | S/4 Hana | /SYQ/T_REG_TIME_HORIZON | REG_TIME_HORIZON_CD | Regulatory Risk Time Horizon Code | Copy from source to target system | ||
| DCT | REG_TIME_HORIZON_DESC | Regulatory Risk Time Horizon Description | S/4 Hana | /SYQ/T_REG_TIME_HORIZON | REG_TIME_HORIZON_DESC | Regulatory Risk Time Horizon Description | Copy from source to target system | ||
| DCT | REG_TIME_HORIZON_FACTOR | Regulatory Risk Time Horizon Factor | S/4 Hana | /SYQ/T_REG_TIME_HORIZON | REG_TIME_HORIZON_FACTOR | Regulatory Risk Time Horizon Factor | Copy from source to target system | ||
| DCT | ACTIVE | Active | S/4 Hana | /SYQ/T_REG_TIME_HZN | ACTIVE | Active | Copy from source to target system | ||
| DCT | GBU | GBU | S/4 Hana | /SYQ/T_STRATEGIC_WGHTG | GBU | GBU | Copy from source to target system | ||
| DCT | CAT | Category | S/4 Hana | /SYQ/T_STRATEGIC_WGHTG | CAT | Category | Copy from source to target system | ||
| DCT | MKT_DRVR_CD | Market Driver | S/4 Hana | /SYQ/T_STRATEGIC_WGHTG | MKT_DRVR_CD | Market Driver | Copy from source to target system | ||
| DCT | SCORING_METHOD | Scoring Methodology | S/4 Hana | /SYQ/T_STRATEGIC_WGHTG | SCORING_METHOD | Scoring Methodology | Copy from source to target system | ||
| DCT | WGHTG_FACTOR | Weighting Factor | S/4 Hana | /SYQ/T_STRATEGIC_WGHTG | WGHTG_FACTOR | Weighting Factor | Copy from source to target system | ||
| DCT | FUNCTION_CD | Function Code | S/4 Hana | /SYQ/T_FUNCTION | FUNCTION_CD | Function Code | Copy from source to target system | ||
| DCT | FUNCTION_DESC | Function Description | S/4 Hana | /SYQ/T_FUNCTION | FUNCTION_DESC | Function Description | Copy from source to target system | ||
| DCT | FUNCTION_ACTIVE | Active | S/4 Hana | /SYQ/T_FUNCTION | FUNCTION_ACTIVE | Active | Copy from source to target system |
Transformation Mapping
| Mapping Table Name | Mapping Table Description |
|---|---|
| Profit Centre Hierarchy | |
Transformation Dependencies
List the steps that need to occur before transformation can commence| Item # | Step Description | Team Responsible |
|---|---|---|
Ensure all the fields that require value mapping, as stipulated. Mapping tables, have the correct values mapped and imported into tool. | Data Team |
Pre-Load Validation
Project Team
Completeness
| Task | Action |
|---|---|
Verify Record Count | SyWay I2M Data Team to verify that the total number of relevant records from the DCT is equal to the total number of records in the Preload and Load Sheets. |
Accuracy
| Task | Action |
|---|---|
Conversion Accuracy | SyWay I2M Data Team to verify that all fields below meet pass the checks:
|
Review Error Reports | Review and correct the errors. Achieve a zero-error record count as much as possible. Raise defects for data remediated and requiring a correction in the source (DCT) data. |
Business
Completeness
| Task | Action |
|---|---|
Verify Record Count | Business Data Owner/s to verify that the total number of relevant records from the DCT is equal to the total number of records in the Preload and Load Sheets. |
Accuracy
| Task | Action |
|---|---|
Conversion Accuracy | Business 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:
- Execute the automated data load into target system using load tool or product the load file if the load must be done manually
- Once the data is loaded to the target system, it will be extracted and prepared for Post Load Data Validation
- Migration load to be done to ROW instance with replication to other S/4 Hana instances via interface (API) to the China and CUI instance. To be included in cut-over strategy document.
Load Run Sheet
| Item # | Step Description | Team Responsible |
|---|---|---|
1 | Load using transaction custom upload | Data Team |
2 | Load 3 records for < > to validate if data is loaded successfully without errors | Data Team |
3 | Load 3 records for < > to validate if data is loaded successfully without errors | Data Team |
4 | Proceed with full load if steps 2 and 3 are validated | Data Team |
5 | Validate few records loaded by accessing Portfolio Bucket Structure App | Data Team |
6 | Generate post load report if step 5 is validated | Data Team |
Load Phase and Dependencies
Configuration
| Item # | Configuration Item |
|---|---|
Conversion Objects
| Object # | Preceding Object Conversion Approach |
|---|---|
Error Handling
| Error Type | Error Description | Action Taken |
|---|---|---|
Post-Load Validation
Project Team
The following post-load validations will be performed by the Project Team.Completeness
| Task | Action |
|---|---|
Verify Count | SyWay I2M Data Team to verify the record count created in target S/4 HANA by accessing post load reports or standard reports from S/4 HANA. |
Verify Logs | Check 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.). |
Accuracy
| Task | Action |
|---|---|
Conversion Accuracy | Verify that the tables in target S/4 HANA were loaded correctly via SE16 download |
Business
Completeness
| Task | Action |
|---|---|
| title | specific details of what and how the task needs to be performed e.g. which reports are being used etc. |
Accuracy
| Task | Action |
|---|---|
| title | specific details of what and how the task needs to be performed e.g. which reports are being used etc. |
Key Assumptions
- Master Data Standard is up to date as on the date of documenting this conversion approach and data load.
- Project Scoring and Other dropdowns is in scope based on data design and any exception requested by business.
Any additional key assumptions.
See also
Insert links and references to other documents which are relevant when trying to understand this decision and its implications. Other decisions are often impacted, so it's good to list them here with links. Attachments are also possible but dangerous as they are static documents and not updated by their authors.