Configuring the Article Master

Objective

After completing this lesson, you will be able to analyze and implement the Article Master Record for individual needs

Technical Structure of the Article Master

In the article maintenance, you can maintain all views which are relevant for an article master record in the correct sequence.

The data screens that correspond to the individual views are sub-divided into several subscreens.

The subscreens group together several data fields according to thematic aspects.

User-specific dialogs for article master maintenance allow you to save data from various views in a compressed format on as few screens as possible. They also allow you to integrate your own fields, create user-specific dialogs, and transfer data more quickly.

The maintenance dialog (from Basic Data to POS view, for example) for the article master is controlled by a screen sequence that contains a selection of data screens.

The logical screen contains the field groups required for the dialog (subscreen).

Influencing factors: Here you can determine which screen sequence is called up — for example for certain transactions or users.

The article master structure, and with that the number of views, depend on the kind of merchandise. For example, SAP provides several retail-specific screen sequences. Screen sequence 24 is typically used for food- and non-food merchandise, and has the article views Basic Data, Basic Data 2, Listing, Purchasing, Sales, Logistics: Distribution Center, Logistics: Store, POS and Classification. Screen sequence F4 is typically used for fashion merchandise, and additionally has the Logistics: DC 1, and the Logistics: DC 2 views instead of the Logistics: Distribution Center view, which provide further logistics detail settings, such as segmentation and production-related data. The F4 Fashion Screen Sequence also contains another tab in the Additional Data view: the Textile Composition tab. The Basic Data 2 view contains the Fashion Attributes (in the fashion screen sequence F4), and the Season Assignments (in both the screen sequences 24 and F4).

Configure the Article Master

When creating your own data screens, you should use the available Retail subscreens. Own subscreens are necessary if alternative field groupings or new fields are required.

To create your own subscreens, copy the standard program into your own function group (see IMG instructions). Then create the desired subscreens in the new function group.

You can only integrate fields from your own tables and subscreen containers into the existing program by using modifying functions.

For more specific details on how to create a customized article master, see SAP Notes 38229 and 44410.

You can assign a screen sequence to a combination of one or more transactions, users, article types or industries. The screen sequence then appears automatically if the users in question select this transaction, article type or industry.

For this, you have to create groups of transactions, users, article types or industries, by assigning them to a transaction, user, article type or industry reference according to your requirements. The screen reference number can be freely assigned. To add new users when assigning users to a user screen reference, choose New Entries.

  • Screen reference "Transaction":

    This controls which screens are displayed, and in what sequence, during the article master record maintenance based on the transaction code. The values that are valid for this screen reference are fixed and cannot be set by the user.

  • Screen reference "User":

    This controls which screens are displayed, and in what sequence, when article master records are maintained based on the user. Users are automatically combined into groups when the same screen reference is assigned.

  • Screen reference "Article Type":

    This controls which screens are displayed, and in what sequence, when article master records are maintained based on the article type.

  • Screen reference "Industry":

    This controls which screens are displayed, and in what sequence, when article master records are maintained based on the industry. For SAP Retail, you select "*" as the industry.

Configure the Article Master

From Exercise — Configure the Article Master, demo

Task — Configure the Article Master

Task — Assign a Screen Sequence to your User

Steps

  1. From Exercise — Configure the Article Master, the participants perform

    Task — Configure the Article Master
    Task — Assign a Screen Sequence to your User

Controlling Field Selection and Reference Behavior

To determine whether a field is suppressed or displayed in the article maintenance, or whether entering a field value is mandatory or optional (in other words, whether it is a required entry or an optional entry field), the field must be assigned to a field selection group. You can assign each field to only one field selection group.

You can maintain several field references for each field selection group. For each combination of field reference and field selection group you determine whether the fields should be suppressed, displayed, must be maintained or can be maintained. This can be done in customizing (IMG:Logistics GeneralMaterial MasterField SelectionAssign Fields to Field Selection Groups).

You can then assign these field references to the article types in the article type maintenance. Each article type is assigned exactly one field reference. In the standard SAP Retail system, field reference HAWA is used by several article types.

Besides the article type, further influencing factors for the field selection are the industry sector, the article maintenance transactions, or the site. However, as the industry and the transactions are fix, and site-specific settings are usually not relevant in SAP Retail, the main influencing factor is the article type.

The priority of the field status is as follows (strongest to weakest): hide, display, required, optional.

In the detail view of the Customizing transaction Assign Fields to Field Selection Groups, you control the reference behavior of the individual fields.

When you create an article master record with reference, the field content is copied from the reference article as default value, but only in case the Propose field cont. indicator is set.

By means of the field attributes, you can determine whether changes to a reference level, for example from the client-wide reference site level in the article logistics views to the site-specific views, should affect master records that were created with this reference. If you have set the Propose field cont. indicator, so that the field content is proposed from the reference, you can also set the Copy field content indicator. The field content is then also copied as follows every time data on the reference level is changed:

  • From the generic article to the variants

  • From the reference site to the dependent sites

  • From client level to the lower validity areas of the article

If you have set the Propose field cont. indicator, by additionally setting the Incl.initial values indicator, you can determine that the field content will also be copied when the reference field contains its initial value (blank). This means that default values with lower priority can be overwritten (for example default values from customizing tables, or constants).

To restrict the article categories for which the field content is proposed, set the Restrict matl cat. field accordingly.

Note

You should only set the indicator Copy field content, when most of the sites will have the same field value, that is, that there will only be a few differences. For each deviation, the system creates an entry in the differences table accordingly. This may impact system performance.

In the General Control, Retail Master Data view in Customizing (IMG:Logistics GeneralBasic Data Retail), you define parameters that are important for different SAP Retail functions on a client-wide basis.

Reference sites provide specific logistics data when creating or changing article data. This logistical data relates, for example, to data for requirements planning, forecasting and warehouse management. This minimizes the time and effort involved in entering data. Changes to the reference articles can automatically be integrated into the relevant data records.

Here you specify a distribution center that is used as reference for creating distribution center-specific article data, and you specify a store that is used as reference for creating store-relevant article data. Copying data from these reference sites happens for example when article listing was executed: For the selected distribution centers and stores (assortment users), the site-specific article logistics data is created.

You can use the customizing activity Distribution Chain Control (IMG:Logistics GeneralBasic Data RetailDistribution Chain Control) to maintain a reference site for each distribution chain. However, you can only create reference sites for store distribution chains. Furthermore, none of the stores entered here can be the same as the reference store in the General Control, Retail Master Data.

Display the Field Selection and Reference Handling

In this demo, you first show the relevant customizing settings for the field selection, then for the reference handling in the retail article master.

Steps

  1. Show the field selection control in customizing:

    IMG:Logistics GeneralMaterial MasterField SelectionAssign Fields to Field Selection Groups

    Position on Field Selection Group158, and branch to the Field Selection Maintenance.

    Among others, this field selection group contains the source of supply field in the logistics views: MARC-BWSCL.

    Now show the possible influencing factors with their where-used list. Field reference A for Retail, HAWA for various Retail article types, and MM01 to MM03 for the retail article transactions MM41 to MM43. For all of these influencing factors, the field status is optional, except for MM03 (-> MM43, article display), where the selected field status is of course display. If time allows, you an also briefly branch to the article type maintenance and show field reference HAWA in for example article type HAWA.

  2. Explain the reference handling:

    IMG:Logistics GeneralMaterial MasterField SelectionAssign Fields to Field Selection Groups

    Position on Field NameMARC-BWSCL, and branch to the Details view.

    The flags Propose field cont. and Copy field content are set.

  3. You want to demo the reference handling for that field in the logistics DC view of an article. In IMG, check which reference DC is used for the client-wide Logistics: DC view in the article master.

    IMG:Logistics GeneralBasic Data RetailGeneral Control, Retail Master Data

    The client-wide reference DC is P100.

  4. Show the reference behavior in article R1TA60.

    Retailing: Master DataMaterial DataMaterialChange

    Enter article: R1TA60. Select the Logistics: DC view.

    In Validity Area, enter P100. The system replaces the value with a blank, as P100 represents the client-wide level.

    Now press the button: Different Areas of Validity. There should be no differences. Don’t leave the transaction.

    Open a second session with transaction SE16N, to see which MARC data was created during the listing exercise earlier in this course:

    Enter table MARC, and article R1TA60. For all listed distribution centers and stores, the MARC entries were created. Check the values for the supply source (use Change Layout to bring the field up to the front. Save the layout). The supply source is blank for all distribution centers. Don’t leave the transaction.

    Go back to the article master session, and in the Validity Area, enter R700.

    For R700, change the Supply Source (initial value blank) to value 1, and save.

    Re-access the logistics: DC view on client-level. Choose Different Areas of Validity. The system now shows the deviation for R700 (value 1), whereas the reference value for P100 is blank.

    Now test the reference behavior: When changing the reference, all dependent entries should be changed as well, but not those, which have an own value (difference):

    On client-level, change the Supply Source to 3, and save.

    Re-access the logistics: DC view on client-level. Choose Different Areas of Validity. The system still shows the deviation for R700 (value 1), but the reference value for P100 is now 3.

    Go the your other session (SE16N), and refresh the view. All distribution centers, except for R700 with value 1, should now have supply source key 3.

    In order to bring back a site to the reference handling, you just have to set the currently valid reference value for this site. Go back to the article master session: For R700, maintain supply source 3 as well. After saving, call the client-wide logistics: DC view again: there are no differences any more. R700 is back in the regular reference handling for this article.

    Now also point out that the system tracks changes made to the article master by displaying Environment —> Display changes. There you can see which changes were made, who made the changes, and when they were made.

Configure the Article Master

Business Example

You want to reduce your employees’ workload as far as possible and therefore, in the article master, only the fields that they actually need to process should be displayed in the right sequence. Also, you want to change the sequence in which the article master views appear.

Task 1: Configure the Article Master

You want to configure a customized article master view for your employees.

Steps

  1. In the article maintenance, display the basic data for article R1TA12##. Use the technical help (F1) of the screen data to make a note of the program name and the screen numbers of the following subscreens:

    Field name or data type

    Program NameScreen Number
    Units of Measure/EANs/Dimensions  
    Internal Logistics Data  
    1. Retailing: Master DataMaterial DataMaterialDisplay

      Select the Basic data view. Click on the fields as mentioned in the task. Choose F1–Help and Technical Information.

      Field name or data type

      Program NameScreen Number
      Units of measure/EANs/dimensionsSAPLMGD28022
      Internal logistics dataSAPLMGD22003
  2. You now access the IMG to configure your own article master view for your employees.

    Create your own screen sequence on the basis of the screen sequence ZY. Fashion Retail: w/o class). In our training system, screen sequence ZY is used for fashion articles. Unlike the F4 fashion screen sequence, screen sequence ZY does not have the article view Classification.

    Your screen sequence receives the number Y<B>, where <B> is the letter that belongs to your group number (see the conversion table below); For example, Group 16 copies screen sequence ZY to YG. Maintain the description "Retail Standard Gr##".

    
Copy the screen sequence with all dependent entries.

    Conversion Table:
    Group number ##Number for screen sequence
    01Y1
    02Y2
    03Y3
    04Y4
    05Y5
    06Y6
    07Y7
    08Y8
    09Y9
    10YA
    11YB
    12YC
    13YD
    14YE
    15YF
    16YG
    17YH
    18YI
    19YJ
    20YK
    21YL
    22YM
    23YN
    24YO
    25YP
    26YQ
    27YR
    28YS
    29YT
    30YU
    1. SAP Reference IMG:Logistics - GeneralMaterial MasterConfiguring the Material MasterDefine Structure of Data Screens for Each Screen Sequence

      Select screen sequence ZY and choose Copy As.... Assign your number and description as mentioned in the task. Choose Enter. A dialog box appears. Confirm it by choosing Enter.

  3. What is a screen sequence?

    ______________________________________________________

    ______________________________________________________

    1. Use the F1 Help on the screen sequence number to find the information you need.

      The screen sequence defines the sequence of information units in the article master dialog. A screen sequence is made up of data screens.

  4. Choose your screen sequence and display the data screen overview. Compare the subscreens of data screens 08 (Logistics: Distribution Center) and 09 (Logistics: Store)

    Can you assign subscreens and the screens belonging to them to several data screens? Justify your answer.

    ______________________________________________________

    ______________________________________________________

    1. Select screen 08, then 09 respectively.Subscreen

      The Logistics: DC 1 (data screen 08), and Logistics: Store (data screen 09) views partly contain the same subscreens. That means that subscreens can appear in several data screens, together with their program. For example, for both the DCs and the stores, requirements planning parameters have to be maintained. Thus, both views contain the relevant subscreen no. 2242.

  5. Examine the subscreens for data screen 04 (Basic Data). What’s the name of the subscreens 8022 and 2003?

    8022: ________________________________________

    2003: ________________________________________

    1. Select each subscreen and choose View subscreen:

      Field name or data type

      Values

      8022:Units of measure/EANs/dimensions
      2003:Internal logistics data
  6. Swap the subscreens 8022 and 2003 by changing the screen numbers.

    With which screen number can you hide a subscreen?

    ______________________________________________________

    Hide the "Care Code" subscreen in the Basic Data view.

    Save your settings. Then take a look at your new basic data screen.

    1. Overwrite screen number 8022 with 2003, and vice versa.

    2. To hide a subscreen, you have to overwrite the screen number with 0001.

    3. Overwrite screen number 3001 with screen number 0001. Save your settings.

      In the subscreens: Overview, select the basic data view (data screen 04) of your new screen sequence (Y*), and choose View data screen.

Task 2: Assign a Screen Sequence to your User

You now wish to assign the new screen sequence to your user in the system:

Steps

  1. Enter a 2-character screen reference for your user (for example, your initials) under Assign Screen Sequences to User/Material Type/Transaction/Industry Sector on the Screen Reference level.

    1. IMG:Logistics - GeneralMaterial MasterConfiguring the Material MasterAssign Screen Sequences to User/Material Type/Transaction/Industry Sector.

    2. Choose Dialog StructureUser screen reference.

      Choose New Entries Assign a 2-character screen reference to your user IRT310–## (for example, your initials). Save your entries.

  2. In the dialog structure select Screen sequence control and create a new entry for your user screen reference (see 1.) and the number of your screen sequence (see the previous exercise, Y*) to transaction 03. Select "*" as the screen reference of the article type and the industry sector.

    1. IMG:Logistics - GeneralMaterial MasterConfiguring the Material MasterAssign Screen Sequences to User/Master Type/Transaction/Industry Sector
.

      Choose Screen sequence control. Create a new entry, or copy a line with the screen sequence depending on transaction 03, and make the following entries:

      Sref.: trans.Sref.: userSref.: matl typeSref.: industrySSq
      03your screen reference for your user**your new Screen sequence (Y*)
      Save your entries.

  3. In your new sequence you now want to change the sequence of the main screens so that the Logistics: Store and the Logistics: Distribution Center 1 views appear immediately after the Basic Data view.

    1. IMG:Logistics - GeneralMaterial MasterConfiguring the Material MasterMaintain Order of Main and Additional Screens.

      Select your screen sequence number and choose Details.

    2. For the screen numbers Logistics: Store enter number 11 and for Logistics: Distribution Center 1 enter number 12. Afterwards press Sort Main Screens and save your entries.

  4. Now check your settings in the article maintenance.

    Firstly, check that the defaulted views appear in the sequence that has just been set. Afterwards, examine the Basic Data view for article R1TA12## and check that the Internal logistics data subscreen now appears before the Units of measure/EANs/dimensions subscreen and that the Care Code subscreen is not available any more (suppressed).

    1. Retailing: Master DataMaterial DataMaterialDisplay

  5. For the next exercises, please delete the link to your own screen sequence again.

    1. IMG:Logistics - GeneralMaterial MasterConfiguring the Material MasterAssign Screen Sequences to User/Material Type/Transaction/Industry Sector.

      Select the row that contains your user screen reference and screen sequence.

      EditDelete
      Table ViewSave