Optimizing, Changing, and Evaluating a Classification System

Objective

After completing this lesson, you will be able to perform optimization, mass changes and reporting tasks.

Optimization, Mass Changes, and Evaluation

Screens for Characteristics Management

When optimizing, maintaining, or performing mass changes on a characteristic, you work primarily with the Texts and Documents tabs.

The figure gives an overview on characteristic screens and focuses on documents

On the Texts tab, you can maintain long texts to describe a class in more detail. The available text types are defined in Customizing for the corresponding class types. A separate long text can be maintained for each text type.

On the Documents tab, you can link documents from SAP Document Management—such as drawings—to a class. You can also use object links to associate multiple documents with the class.

Documents

Process for accessing documents related to values, characteristics, and classes in classification and find objects. It details the use of F4-help for values and characteristics, and the navigation path Extras -> Document Graphic or Extras -> Document links for classes, with additional notes on automatic display settings.

You can link a document to a characteristic, a characteristic value, or an entire class. To do so, the document must first exist in SAP Document Management as a Document Info Record.

User Settings

In the user settings, you can define which characteristics are available for value assignment and how they are displayed.

You can specify, for example:

  • Which characteristics are visible during value assignment, such as optional, reference, or inherited characteristics
  • How characteristics and their values are displayed, for example with or without values, or together with object dependency information

Default Values

When you create a characteristic and its characteristic values, you can decide whether the values are proposed as default values within the valuation.

When creating a characteristic and its characteristic values, you can define whether these values are proposed as default values during classification.

Characteristic Grouping

For classes with many characteristics, grouping them can simplify your work. The image below shows an example.

We group characteristics for value assignment

To group characteristics, select the required characteristics on the value assignment screen and choose Assigned values→Characteristic grouping→Create.

This setting applies to the class across the entire client. You can define characteristic groupings separately for the value assignment screens used in classification and in object search.

Characteristic groups can be displayed in different ways, such as on separate tab pages, as push buttons, or in a compact format similar to a user-defined data type.

Splitting and Merging Classes

If you determine that a class contains too many objects, you can split the class.

Likewise, if you identify two classes that logically belong together, you can merge them into a single class.

The following video shows the processes of class splitting and merging.

Making Mass Changes

When classifications have been created for a large number of objects, mass processing can be used to update multiple objects at once.

Mass Change: Copy Values Assigned to Object

For example, when revising master data, you can transfer the valuation of one material to others.

The following video demonstrates this process.

Mass Change: Set and Change Values

You can also set and update multiple values at the same time. The following video explains how.

Mass Change: Assign Values in Matrix

The following video explains this scenario.

Best Practices for Assigning Characteristic Values

To keep classification efficient and maintainable, try to avoid the following:

  • Using the same characteristics in multiple classes

  • Creating long lists of allowed values, extensive multiple-value characteristics, or wide value intervals

  • Defining a large number of characteristics within a single class

  • Assigning a very high number of objects to one class

  • Creating nearly identical assigned values that may confuse users

Classification works best if you:

  • Enter as many search-relevant criteria as possible

  • Use value statistics to optimize searches

  • Store assigned characteristic values in generated database tables

How Value Statistics Improve System Performance

The figure below illustrates how value statistics (report CLSELSTATISTICS2) optimize data access strategies when searching for objects. Value statistics sort characteristics based on their selectivity.

A characteristic is considered highly selective if it has many distinct values assigned across classified objects. Highly selective characteristics significantly reduce the number of search results and improve overall search performance.

All characteristic values assigned across all class types are stored in database table AUSP.

How to Improve System Performance? Value statistics and the option of saving assigned values to generated tables.

You can also store assigned characteristic values in generated database tables. This significantly improves the performance of object searches.

To set up generated tables for search purposes, proceed as follows:

  1. In Customizing, select the option Multiple Objects Allowed and execute report RCCLUKA2.
  2. In Customizing, activate the Generated Tables option.
  3. Maintain a class that includes the index characteristic.
  4. Execute transaction CLGT to generate and activate the database tables used for searching

Modeling Best Practices

Avoid creating large lists of allowed values for the same classification. Instead, use check tables or—preferably—function modules to manage and validate characteristic values more efficiently.

Depending on how a characteristic is configured, you can perform different types of value checks.

If you use multiple classification, note that each class can have its own authorization settings for maintenance. Avoid this where possible, especially if the same characteristic is used in multiple classes.

Reference characteristics are generally not ready for manual input. However, this restriction is ignored when reference characteristics are used to classify objects of external object types.

Evaluations

You can use the following evaluations:

List evaluations

  • Characteristics list
  • Class list

  • Class hierarchy

  • Object list

Where-used lists

  • For a class

  • A characteristic

  • A characteristic value

Documentation of change

  • Change docs for characteristics

  • Change docs for classes

  • optional: Change docs for classification (Customizing class type)

Engineering Change Management

  • for characteristics,

  • for classes,

  • for classification if activated in class type customizing

Engineering Change Management

Engineering Change Management (ECM) is a central logistics function that enables you to manage changes to master data and documents in a controlled and time-dependent manner. Changes become effective on a defined validity date, allowing you to plan and implement them at the appropriate point in time.

The figure explains, why you should use Engineering Change Management

Using ECM, characteristics, classes, classifications, and other SAP objects can be changed multiple times and secured across all relevant change levels. These changes automatically take effect throughout the entire logistics process chain—such as customer orders, production planning, and production control—at the specified validity date.

ECM also allows you to group and manage changes to multiple SAP objects, either with or without change history.

The following video demonstrates how ECM can be used to manage and document changes with and without history.

How to Optimize, Change, and Evaluate a Classification System

To improve the classification process and the efficiency of object searches for users, images are to be linked to characteristics. In addition, further options for configuring the value assignment screen and various reporting functions are tested.

Task 1: Connect a document to a characteristic

The following video demonstrates how to link a document to one of your characteristics.

Task 2: Define user specific settings

The next video shows how to define specific settings for the value assignment screen and how to execute different reports.

Task 3: Mass Maintenance Functions

Finally, the last video demonstrates how to use the mass maintenance function (Mass Change for Assigned Values) to maintain the characteristic values assigned to your screw class.