You are on page 1of 21

0

Master Data

Contents:
Defining a business location
Explanation of the following concepts:

Location type

Business type

Processing profile

Material handling group

Master data at the general level


Master data at the business
type level

SAP AG 2001

SAP AG

IOG350

3-1

0.2
Master Data: Unit Objectives

At the conclusion of this unit, you will be able to:


Explain the master data concept
Create a business location
Create master data at the general level
Create master data at the business type level
Assign a material handling group and a
processing profile to a location

SAP AG 2001

SAP AG

IOG350

3-2

0.3
Course Overview Diagram

Overview
Overview
Dip
DipReading
ReadingManagement
Management

Business
BusinessEnvironment
Environment

Payment
PaymentCards
Cards

Master
MasterData
Data

Service
ServiceStation
StationPartner
Partner
Invoicing
Invoicing

Fuels
FuelsPricing
Pricing

Technical
TechnicalConcepts
Concepts

Meter
MeterReading
Reading
Management
Management

Appendix
Appendix

SAP AG 2001

SAP AG

IOG350

3-3

0.4
Master Data: Business Scenario

You work in the GOIL companys retail network


department. You wish to register one new company
owned and dealer operated service station in your
R/3 System. You do this by creating a new location
master record.
The service station partner acts as an agent and all
fuels stocks remain the property of your company
until they are sold to consumers.
As a prerequisite for the processes used for
invoicing the dealer using sales meter readings
and updating book stock, you need to register the
locations tanks and sales meter devices and link
the partner to your location.

SAP AG 2001

SAP AG

IOG350

3-4

0.5
Location Type

COMP

CODO
Company
owned,
dealer
operated

Competitor
station

Customizable
Screen

configuration

Address

Address

Long

Long

text

Payment
Business
Storage

cards

text

Payment

partner

cards

...

objects

...

SAP AG 2001

The location type is the primary means of categorizing business locations. You therefore have to
select a location type when you create a business location master record. The business location type
typically describes the:
Function of the business location (for example, depot or service station).
Nature of the relationship of the business location to your own organization (for example,
company-owned, dealer-operated service station or dealer- owned, dealer-operated service
station).

You use this categorization to control which processing parameters apply to the business location,
and to control the screen output for maintaining and displaying master data.

SAP AG

IOG350

3-5

0.6
Business Type
General
Level
Address
Payment cards

Business
Type Level
Fuels

Convenience
Store

Opening hours

08:00 24:00

08:00 22:00

Competitior

Comp

Supermarket

Location status

open

open

SAP AG 2001

The business type is used to identify the different types of business in the SSR environment. These
can include, for example, Fuels or Convenience store.

You can assign a retail network business type to a business location to supplement the control of
screen output and processing options provided by the business location type.

Specifically, the assignment of a business type to a location allows you to:


Simplify maintenance and display of business location master data by linking screen output to the
type of business
Control object links to align objects with the type of business
Set user authorization to display and maintain master data at business type level

For example, if you require bulk fuel processing functions for a location, you can assign the
corresponding business type to that business location. You can then authorize display and
maintenance of fuel-related business location master data to those responsible for this business.

By accessing the business location master using that business type, employees can then display or
maintain data relating to the fuels business (for example, meter data, competitor list, and price
control data.). If further lines of business, such as convenience store retailing, are carried out at the
location, you can assign the corresponding business types to enable the appropriate processing and
master data maintenance activities.

SAP AG

IOG350

3-6

0.7
Location Master Data at General Level

General Level

Address
Organization
Roles
PC

Location area assignment


Partner role assignments
Payment cards

SOC

Storage object characteristics

SCP

Site control parameters

Object links
User defined
tap strips

Location address

Control data
Status

Links to cost / profit center ...


Process control group ...
Location status

SAP AG 2001

The following business location master data can be displayed and maintained at the general level:

Address, history, and object status information.

Organization - Location area assignment of persons responsible at headquarters for a region, area or
sub-area.

Partner role assignments - When you assign a partner to a location, you define both a location partner
role type and a start time. This assignment to a customer master record allows the SD billing process
to bill your process.

Payment card data - Including the payment cards accepted at the location and related information.

Storage object characteristics (SOC) - The dimensions and other attributes that may influence
logistical processes associated with storage objects.

Site control parameters (SCP) - Site-specific parameters that influence bulk replenishment planning.

Object links - Each business location can be linked to other application objects in your system. You
can assign objects (plant, storage location, profit center, cost center) to each business location.

Control data - The process control group controls the execution of the daily claim, meter reading, and
invoicing processes for a business location. The conversion group determines how the system
converts field values received through interfaces to external systems.

SAP AG

IOG350

3-7

0.8
Location Master Data at Business Type Level

Business
Type Level

Competitor
Meter
SCP

e.g. Fuels

Object links
Control data
Status
Texts

Competitor locations
Sales meters
Site control parameters
Links to cost / profit center ...
Material handling group ...
Location status
Long texts and link to DMS

SAP AG 2001

As certain business location master data is related to the type of business carried out at a business
location, you must enter such business-specific data at the business type level.

The following business location master data can be displayed and maintained at the business type
level:
Competitor locations
Sales meters
Object links
Control data, such as:
- Material handling group
- Processing profile
- Price control groups
- Invoicing block indicator (used to stop automatic invoicing for this location, for example, during
a changeover of partner)
Status, such as the location status for the fuels business
Long texts
Link to the document management system (DMS), using the menu bar (you choose Extras
Documents)

SAP AG

IOG350

3-8

0.9
Material Handling Group

Material
handling group

Defines

MDO

Material
movement
relevance
Invoice
relevance

Ownership of material

SAP AG 2001

The material handling group is set up as master data and is linked to a location.

You assign material handling groups to business locations to enable the system to determine the
materials that are relevant for processing at a location, and:
Whether uploaded meter readings should be used to create invoicing documents
Whether a material is owned by the oil company
Whether the upload of meter readings or POS data creates goods movements for a material
Whether a bill of material explosion should occur when goods movements are created for the
material

Example: A material handling group may include a fuel product for which billing documents are to
be created, using meter readings to calculate invoiced amounts. If you assign this material handling
group to a business location, and a process control group that includes the processes required to
enable billing of the service station partner, the system can create billing documents for sales of this
material when the service station partner invoicing process runs.

SAP AG

IOG350

3-9

0.10
Processing Profile

Processing
profile

Defaults

0 0 1 6 39 1

MDO

Invoice

Partner
role

Meter
reading

Dip reading

Invoicing

Material
document

Logistics
documents

SAP AG 2001

Most processes in the service station retailing business run automatically in the background. The
processing profile is a flexible tool that contains parameters for automatic processing and for
settlement with service station partners.

The processing profile is defined in Customizing and is assigned to a location.

The processing profile specifies default parameters for processing. These relate to:
Partner role (relevant for invoicing)
Meter reading (sales unit, price change tolerance, meter reading calendar schedule)
Dip reading (tolerance level for warning and error messages during adjustment of logical and
physical stock)
Invoicing (invoicing calendar, payment method, partner bank type)
Logistics documents (parameters such as temperature and density)

SAP AG

IOG350

3-10

0.11
Master Data: Unit Summary

You are now able to:


Explain the master data concept
Create a business location object
Create the storage objects and the
meters for a location
Create additional location master data

SAP AG 2001

SAP AG

IOG350

3-11

SAP AG

IOG350

3-12

0.12Exercises
Unit:

Master Data

At the conclusion of this exercise, you will be able to:


Create master data at the general level
Create master data at the business type level
You work in the GOIL company's retail network department.
Your company has just opened a new service station and you have
just registered this as a business location in the system.
The service station partner will act as an agent and all fuels stocks
will remain the property of your company until they are sold to
consumers.
1-1

You work in the department responsible for service station retailing, and there are a
number of transactions that you use on a regular basis. Therefore, it is convenient to
add these transactions to your favorites and access them from there whenever
required.
Add the following transactions to your favorites:
1-1-1 Change Business Location
1-1-2 Display Business Location

1-2

You need to ensure that the retail network is divided into appropriate regions, areas
and sub-areas, and check that the relevant managers are assigned correctly.
1-2-1 Assign a location area to location LOCAT-## at general level.
Location area assignment: Northern/Urban/Industrial
The relevant managers appear in the location area assignment box. Where
are they defaulted from?
______________________________________________________

1-3

The location was under construction for some days. Today you can reopen the
location.
1-3-1 Set the location status to Location open (Date valid from: 1st of the current
month)
What happened to the Date valid to entry for the previous status?
______________________________________________________

SAP AG

IOG350

3-13

1-4

You want to link the service station to other system objects that are being used to
depict the service station for various business applications. You will do this by
creating object links between the business location master record that you are using
to depict the service station and these other objects.
1-4-1 Assign your cost center CCTR-## (controlling area GOIL) to your service
station LOCAT-##.
1-4-2 Check which storage location and plant your location is linked to
Note the storage location and the plant.
______________________________________________________
______________________________________________________
1-4-3 What is the stock quantity for DIESEL at your storage location ST## and at
the plant GP01.
ST##: ________________________
GP01: ________________________

1-5

On the basis of strategic decisions, the person responsible for payment cards has
decided which payment cards should be accepted at the newly acquired location,
and has told you the names of these cards. The cards include several standard credit
cards, such as Mastercard and VISA , and fleet cards.
1-5-1 Assign these card types to the location:
Payment card type: MC
Valid from:
(1st day of the current month)
BL Check amount: 150 DEM
CH Check amount: 300
Payment card type:
Valid from:

VISA
(1st day of the current month)

Let the system default the values for BL Check amount and CH Check
amount.
Where are these check amounts defaulted from?
______________________________________________________
1-6

You will verify that the partner role and the customer linked to your business
location are correct.
1-6-1 Check the partner role for fuels operator and the customer ID for that
partner role.
Note the partner role and partner ID.
______________________________________________________
1-6-2 Display the address of the customer assigned as a fuels operator to
STATION-##, and check if the link to the service station location has been
created.
To do this, you choose Display Partner in the Change Partner Role screen.

SAP AG

IOG350

3-14

1-7

Site control parameters record site information that is used to control or influence
bulk logistical processes such as delivery planning, shipment scheduling and
unloading operations.
1-7-1 Change the opening hours for Sundays and holidays to:
Morning:
10:00 (opening time)
Afternoon:
22:00 (closing time)

1-8

To enable the processes of invoicing the dealer on the basis of sales meter readings
and of updating book stock, you need to register the locations sales meter devices
and tanks respectively.
You do this by creating a set of meters and storage object characteristics for the
location.
1-8-1 Create a characteristic set for a gasoline tank at the location
Storage object type:
TANK_50000
Sequence number.:
TANK_S1
1-8-2 Assign a material to the gasoline tank.
Material:
SUPER
Start date:
(1st day of the current month)
1-8-3 Define a meter that captures the sales volume (for a material) from the
location
Material:
Service type:
Date valid from:
Sequence number.:
Meter description:
Number of digits:
Conversion factor:
Volume unit of measure

SUPER
SELF
(1st day of the current month)
Meter_S1
Meter of group-##
8
1
L

Remember that meters are assigned at business type level.


1-9

You wish to assign a second competitor station to your service station, and maintain
data describing this relationship.
Remember that competitors are assigned at business type level.
1-9-1 Assign a competitor
Location ID:
Distance
Unit of measure
Date valid from:

COMP02-##
50
m
(1st day of the current month)

1-9-2 You want to see more details of competitor COMP02-##. Select the
appropriate line and choose Competitor details.
Select Change competitor location (General).
Note the payment cards accepted at the competitor location.
______________________________________________________

SAP AG

IOG350

3-15

SAP AG

IOG350

3-16

0.13Solutions
Unit:

Master Data

1-1

If you want to configure your Favorites menu, select the transaction, choose Add to
favorites and then choose Change favorites to enter a text. Finally, choose Enter.
The menu paths for the transactions can be found in the solutions below. They are
formatted in bold italics.

1-2

You ensure that the retail network is divided into appropriate regions, areas and
sub-areas, and assign the relevant managers.
1-2-1 You assign the location area to your location.
Choose Logistics Sales and Distribution Master data Location
Change
Enter the following data on the initial screen:
Location type:
Business type:

LOCAT-##
(leave blank)

Choose Enter.
Choose the Organization tab.
Use the F4 help to display a list of possible selections.
Select LAA02
Choose Enter. The region, area and sub-area and the responsible managers
are displayed.
The managers are defaulted from network manager assignments
maintenance.
To display network manager assignments, choose:
Service Station Retailing Master Data Network manager
assignments Display
1-3

Reopen the location


1-3-1 Choose the Status tab.
Choose Insert line.
The Create location status dialog box appears.
Display a list of possible selections.
Select 02 (Location open)
Enter:
Date valid from: (1st day of the current month)
The Date valid to of the previous status becomes yesterdays date.

SAP AG

IOG350

3-17

1-4

Link the service station definition to other system objects that are being used to
depict the service station for various business applications.
1-4-1 Assign your cost center CCTR-## (GOIL) to your service station LOCAT##.
Choose the Object links tab.
Display a list of possible selections.
Select CCTR-## (cost center)
Choose Enter.
1-4-2 Check which storage location and plant your location is linked to.
Scroll down to Storage location assignment for material movement.
The plant and the storage location are displayed.
1-4-3 Choose Storage location detail.
The Select dialog for storage location dialog box appears.
Choose Storage location stock overview.
Enter:
Material: DIESEL
Choose Execute.
The system displays a stock overview for your selected plant and storage
location.

1-5

Define which payment card types should be accepted at the location.


1-5-1 Assign two card types to the location.
Choose the PC tab.
Choose Create
Enter:
Payment card type:
Valid from:
Black list check amount:
Clearing house check amount:

MC
(1st day of the current month)
150 DEM
300

Repeat this for card type VISA:


Payment card type:
VISA
Valid from:
(1st day of the current month)
If you now choose Enter, the BL Check amount and the CH Check amount
are automatically defaulted from the assignment of payment card type to
company code (Customizing).
Accept the proposed entries.

SAP AG

IOG350

3-18

1-6

Verify that the partner role and the customer linked to your business location are
correct.
1-6-1 Check the partner role and the customer.
Choose the Roles tab.
The partner role is OPFU (Operator Fuels) and the customer is
STATION-##.
1-6-2 Check the link to the location within the address view of the customer
master record.
Select the line with the partner role OPFU and choose Partner detail.
The Select dialog for G1 dialog box appears.
Choose Display general customer.
The Display customer: General data screen appears.
Choose the Address tab and scroll down to Business location assignment .
The business location ID and the location type are displayed.
Choose Back.

1-7

Maintain site control parameters.


1-7-1 Change the opening hours.
Choose the SCP tab.
Change the opening hours for Sundays and holidays to:
Morning:
10:00 (opening time)
Afternoon:
22:00 (closing time)

1-8

Creating a set of storage object characteristics and meters for the location.
1-8-1 Create a characteristic set describing a gasoline tank at the location.
Choose the SOC tab.
Choose Insert line.
The Storage object type and class dialog box appears.
Enter:
Storage object type:

TANK_50000

Choose Enter.
The Create Business location: TANK_LIQUID: Detail screen appears.
Enter:
Sequence number:

TANK_S1

Choose Back.

SAP AG

IOG350

3-19

1-8-2 Assign a material to the gasoline tank.


Select the line with the newly created tank.
Choose Time dependent assignments.
The Change Business location: TANK_LIQUID: Assignments screen
appears.
Choose Assign material.
The Assign new material to storage object dialog box appears.
Enter:
Material:
Start date:

SUPER
(1st day of the current month)

Choose Back.
Save your changes.
1-8-3 Define a meter that captures the sales volume (for a material) from the
location.
Go to the Change Business Location: Initial Screen.
Your location ID will be defaulted.
Choose the business type FUEL.
Choose the Meter tab.
Choose Insert line.
The Meter type dialog box appears.
Enter:
Material:
Service type:
Date valid from:

SUPER
SELF
(1st day of the current month)

The Create Meter Characteristics Basic data screen appears.


Enter:
Sequence no.:
Meter description:
No of digits:
Conversion factor:
Volume unit of measure

Meter_S1
Meter of group-##
8
1
L

Choose Enter.
Choose Back.

SAP AG

IOG350

3-20

1-9

Assign a second competitor station to your service station.


1-9-1 Assign a competitor
After you have defined a meter (exercise 1-8-3), remain at the business type
level FUEL, as competitors are also assigned at business type level.
Choose the Competitor tab.
Choose Insert line.
Enter:
Location ID:
Distance
UoM
Date valid from:

COMP02-##
50
m
(1st day of the current month)

Choose Enter.
1-9-2 Display details of competitor COMP02-##.
Select the line with COMP02-## and choose Competitor detail.
The Select dialog for Business locationID appears.
Choose Change Competitor Location (General) .
The Change Business Location: Address screen appears.
Choose the PC tab.
The accepted cards are displayed.

SAP AG

IOG350

3-21