Explaining Mass Processing in Master Data Governance

Objective

After completing this lesson, you will be able to explain Master Data Governance mass processing.

Master Data Governance Mass Processing: Overview

SAP Master Data Governance - Mass Processing is an effective process to execute mass changes for attributes.

The screenshot on the left shows the Edit View of several hundred records of Materials. In this table view it's possible to change single values in each row / column. To the right of this figure, the summary views (bar chart) are shown.

Business value

  • Highly effective data processing option for master data specialists

  • Ability to efficiently edit individual fields or make bulk changes by using a tabular UI with the ability to filter and sort data

  • Confidence and transparency when changing large volumes of data through statistics, changing indicators, and the ability to validate prior to activating changes

  • Packaging, queuing, and parallelization for enhanced performance even when processing large volumes of data

  • Ability to upload changed records from a CSV or Excel file to incorporate offline processing and other information sources

  • Background execution that enables users to close the application while processing continues; users can check the status or proceed with their work later.

General Functions of Mass Processing

Worklist

The figure shows the entry screen of the generic function in SAP Master Data Governance - Mass Processing: Worklist.

The screenshot shows the worklist on the Mass Processing welcome screen.

The worklist offers:

  • Overview of all processes in various states
  • Navigation to process details
  • Ability to create and delete processes
  • Process monitoring, for example, of long running activation of a process with a high volume of data

Remove Records from Process

The figure shows the entry screen for accessing the general functions: Remove records / split process.

The screenshot shows the possibility to remove records from a process. There are two options: Select Only remove the records or Move records to a new identical process.

If a process is stopped for review, you can do the following:

  • Remove records from the process, for example, records with errors, into a separate process for later processing.
  • Also available as a separate process step, automatically remove exception records in the background.

Audit Trail

The figure shows the entry screen of the general function: Audit trail.

The screenshot shows an example of an Audit Trail.

Some facts

  • All activities on process-level are tracked (for example, change of configuration, continue the process, roll-back the process).
  • Audit trail can be displayed in the process UI.

Importing a File with Changes

The figure shows the entry screen of the general function in SAP Master Data Governance - Mass Processing: Importing a file with changes.

The screenshot shows two possible files to upload, either an CSV- or an XLSX-Format. Both files consists of a header row with the field names and data rows with values.

Change data by uploading a file in CSV or Office Open XML (XLSX) format with the following data:

  • Which master data objects are updated
  • Which tables and fields to update
  • The respective values

You can also add and delete rows of tables that support this operation.

The first line in the file defines the columns: <TABLE>-<FIELD> (for example: BUT000-NAME_ORG1 or MARC-DISPO).

XLSX can contain one single worksheet (table) or multiple worksheets:

  • Single worksheet: The content must be structured as specified for CSV.
  • Multiple worksheets: You can organize the content, for example, one worksheet for each table.

You can use the Export Master Data app to check the file format required for upload.

For detailed information, see documentation on SAP Help Portal or Web Assistant.

Remove Unchanged Data in Mass Processing for Products

With this new step, it is possible to remove unchanged data from the process to improve the performance for the validation and activation step. This new step will remove unchanged records completely from the process.

The screenshot shows the new step, Remove Unchanged Data in mass processing.

Unchanged data of the following tables will be removed if this part of the record was unchanged:

  • Plant Data (MARC)
  • Storage Location (MARD)
  • Warehouse (MLGN)
  • Sales Data (MVKE)

This feature is available for product (OTC: 194) and the process goals Mass Processing and Consolidation of Active Records.

With SAP S/4HANA 2023, this feature is now also available for Business Partner Master Data. Unchanged data of the following tables will be removed if this part of the record was unchanged:

  • Company Code (Customer) (KNA1)
  • Sales Area Data (KNVV)
  • Company Code (Supplier) (LFB1)
  • Purchasing Org Data (LFM1)
  • Additional Purchasing Data (LFM2)

Mass Deletion of Business Partner Relationships

This is a new effective process for mass deletions of business partner relationships.

The screenshot shows the Mass Deletion feature, which is embedded in the Manage Mass Process - Business Partner Relationship.

The process goal Mass Deletion is integrated into the Manage Mass Processes - Business Partner Relationships app. You can perform the selection of relationships using a selection step or a file upload. The summary of changes is available in the activation step to show the list of deleted relationships.

Mass Processing Long Text Fields

SAP Master Data Governance Mass Processing supports now mass changes for long text fields. You can use it defining the scope and selection for mass processing. This feature is also available using file upload.

The screenshot shows you can change long text fields in mass processing.

KNA1_STXL

Customer General: Text

KNB1_STXL

Company Code (Customer): Text

KNVV_STXL

Sales Data: Text

LFA1_STXL

Company Code (Supplier): Text

LFB1_STXL

Company Code (Supplier): Text

LFM1_STXL

Purchasing Org Data: Text

MARA_DRAD_STXL

Document Assignment: Text

MARA_STXL

Basic Data: Text

MARC_STXL

Plant: Text

MVKE_STXL

Sales: Text

The screenshot shows the export function of selected tables. Under Define Scope, Select Table is highlighted and a popup, Select Table Names, opens.

Support of mass changes for long texts fields:

  • New export option to select dedicated tables (incl. long text tables)
  • Upload new long texts using apps (using action code "I" for Insert

Process Flow of Mass Processing

Start the mass processing application from the SAP Fiori launchpad or the Master Data Governance Central Governance home page.

Further explanations about the steps:

Scope

Describe the scope of your change by choosing the fields that you want to change.

Selection

Enter search criteria to select the master data objects that you want to change.

The system copies the data to a staging area for processing.

Edit

Edit the data using a tabular UI by changing single or multiple fields at a time.

Verify your changes based on statistical information provided by the system.

Validation

The system checks the validity of the data in the background.

Verify the validation results and correct the data if necessary.

Activation

The activation releases your changes from the staging area, so that the updated data is used in business processes.

The figure shows the process flow for Master Data Governance Mass Processing. The steps are: Scope, Selection, Edit, Validation, and Activation.

Start Mass Processing

In the Start Mass Processing, you have to enter the following data:

  • Description of the process
  • Process Template
  • Import file with changed data. Supported formats:
    • Comma separated values (CSV)
    • Office Open XML spreadsheet (XLSX)
The screenshot shows the entry screen when starting a mass processing for material.

Step: Scope

Information about the Scope step:

  • Predefined scope can be stored/selected as Configuration.
  • Scope is also freely adjustable.
  • Choose fields, using search help (description and technical name).
  • For file upload, Scope is derived from file and can be extended.
The screenshot shows the possibility to adjust the Scope step. Use this functionality to choose the tables for scope definition.

Selection Step

Information about the Selection step:

  • Select objects using search criteria.
  • All scope fields automatically added.
  • Key fields from affected tables are automatically added.
  • For file upload, Selection is defined by file and cannot be changed; Selection step is not visible.
  • Data is copied to process tables for staging.
  • Objects that are already included in another mass process or are target records in a consolidation process cannot be selected.
The screenshot shows the Selection step using search criteria to find the material to be changed.

Edit Step

The screenshot shows the Edit view, where all selected Materials are shown in a table.

Information about the Edit step:

  • Edit in a tabular UI - overview table, plus tables defined by scope.
  • Edit individual fields or apply changes to multiple fields.
  • Filter and sort data.
  • You can save your work and resume it at any time

Here you can enter the following:

  • Filter and sort data
  • Replace values
The screenshot shows the possibility to use filter for columns.

Now you can enter:

  • Changed data indicator per table row
  • Display of old and new value
The screenshot shows table view in Edit mode where you can change single attributes. In the Changes column, find the number of changes performed for each material.

In the last screens of the edit step you can:

  • Verify your changes based on statistical information.
  • Navigate to changed/unchanged data.
The screeshot shows the summary view of performed changes in bar charts. You can drill down to see the performed changes.

Validation Step

In the Validation step, you:

  • Perform a validation of the changed data.
  • Execute the integration of rule engine (BRFplus).
  • Consider master data governance central governance checks (BRFplus, BAdI).
  • Drill-down into step result data from chart view.
The screenshot shows the Validation phase in Mass Processing. This screenshot shows the bar chart with some errors. A drill down Is possible.

Activation Step

In the Activation step, you activate the changed data, to make it effective for relevant business processes.

The screenshot show the last step, which is the Activation in Mass Processing.

Mass Processing: Additional Apps

The figure shows an additional app for mass processing: Export Master Data.

The screenshot shows the initial screen of the Export Master Data - Products app.

Facts about this app:

  • Export app can be used to download master data into spreadsheet format.
  • Fields to be exported can be defined (scope).
  • Records to be exported can be selected.
  • File can be used to make offline changes.
  • Load the changed file into a new mass process and apply the changes.

Track Mass Changes

The figure shows an additional app for mass processing: Track Mass Changes.

The screenshot shows the Track Mass Changes - Business Partners app

Facts about this app:

  • Auditing of active area changes documents triggered by a consolidation process.
  • Select changes using object ID (Business Partner number, material number), process ID, or change date.

Perform Typical Mass Update Processes for Material Master Data Records

Business Example

You are a master data governance specialist for mass processing. Your task is to update multiple materials. The material data has already been imported with a consolidation process. It now needs to be updated.

After completing this exercise, you will be able to update material using mass processing.