Creating the Relevant Master Data

Objectives

After completing this lesson, you will be able to:
  • Define the location structure, assign organizational details.
  • Create compliance requirements.
  • Set up scenarios that define emissions tracking and reporting.
  • Verify that the correct data classifiers are assigned to prepare master data for integration with SAP Sustainability Control Tower and SAP Analytics Cloud.

Introduction

This lesson focuses on setting up the master data required for emissions management and sustainability reporting in SAP EHS Management, environment management, SAP Sustainability Control Tower and SAP Analytics Cloud. The master data includes:

  • Location Data: Defining locations such as plants or sites.

  • Compliance Requirements: Regulatory frameworks that need to be followed.

  • Compliance Scenarios: Specific setups that define data collection and footprint calculations.

These elements ensure a technical connection to SAP Sustainability Control Tower and SAP Analytics Cloud for accurate sustainability reporting.

Creating Location Master Data

Steps

  1. Choose the Manage Locations app.

    Screenshot showing the Manage Locations app.

  2. Choose Edit Location Structure.

    Screenshot showing the Edit Location Structure button.

  3. Choose New and enter the basic details:

    Screenshot showing the New button to create location.

    • Location Name (for example, Boston Plant)

    • Location Type (for example, plant, site)

    • Plant ID (linked to organizational structure)

    Screenshot showing the Location Type and Plant ID fields.

  4. Choose Save to save the location.

Important Considerations

  • The integration with SAP Sustainability Control Tower only works for locations with the type 'Plant' or 'Site'.
  • The Plant ID must match the business location ID in SAP Sustainability Control Tower to ensure successful data synchronization and reporting.

Creating Compliance Requirements

Steps

  1. Navigate to the Manage Compliance Requirements app.

  2. Choose Create Regulation/Permit/Policy.

    Screenshots showing the Create Regulation, Create Permit, and Create Policy buttons.

  3. Enter the following details:

    • Compliance Requirement Name (for example, Mandatory GHG Reporting)

    • Issuing Organization (for example, U.S. Government, European Environment Agency)

    • Domain (Air, Water, Energy)

    • Validity Period

    Screenshot showing the Basic Information and Validity Area sections

  4. Assign validity area (for example, USA).

  5. Choose Save to save the compliance requirement.

The images show an example of a GHG reporting compliance requirement, demonstrating the configuration of details.

Defining the Content Structure of a Compliance Requirement

Within the Contents section of a compliance requirement, you can create and structure paragraphs that represent sections of a permit, regulation, or policy in a structured format. The paragraph structure enables a logical breakdown of compliance documentation within the system.

Steps to Extend the Compliance Requirement Structure

  1. Open the Compliance Requirement app and navigate to the Contents section.Screenshot showing the Contents tab.
  2. Select the parent node under which the new paragraph should be added.
  3. Choose Add to extend the list of paragraphs.Screenshot showing the Add button.
  4. Define the Name and optionally you can add a Description and Type of the new paragraph.Screenshot showing the Create New Paragraph dialog box.
  5. Choose OK.
  6. Choose Save to save the structure.

Note

There's no technical limitation on how many subparagraph levels you can create, allowing you to replicate even the most complex regulatory frameworks in a structured manner.

Managing Compliance Requirement Details

After defining the structure of a compliance requirement, you can further enhance it by configuring the following sections:

  1. Environmental Limits
    • These are threshold values defined by the issuing organization.
    • If the compliance requirement is a policy, you can define internal limits against which your organization would like to compare its data.
    • Environmental limits are crucial for monitoring compliance and identifying exceedances.
    • Environmental limits can also serve as plausibility checks, ensuring that reported data remains within expected and realistic boundaries.
    • In the configuration of the plausibility check, you can define:
      • Allowed deviation from the previous record to prevent unrealistic fluctuations.
      • Number of previous data entries to be considered when evaluating deviations.
      • Automated alerts and validation checks to notify the person responsible when data falls outside of defined thresholds.
    Screenshot showing the content of the Environment Limits tab.
  2. Regulatory Lists
    • A repository where essential regulatory data such as emission factors, high heating values and densities, and other data can be stored.
    • Allows businesses to centralize and standardize their sustainability-related factors for compliance calculations.
    Screenshot showing the content of the Regulatory Lists tab.
  3. Equations
    • Stores predefined equations required for compliance reporting.
    • Equations can be provided by regulatory bodies or defined based on internal best practices if regulations don't specify them.
    • These equations ensure consistent and accurate calculations for sustainability metrics.
    Screenshot showing the content of the Equations tab.

By properly structuring compliance requirements, organizations can create a centralized and traceable regulatory framework that aligns with their business processes and sustainability goals.

Creating Compliance Scenarios

Steps

  1. Navigate to Create Compliance Scenario.

  2. Enter the following details:

    • Scenario Name (for example, Building Heating at Boston Plant)

    • Location (select from created locations)

    • Applicable Compliance Requirement (for example, Mandatory GHG Reporting)

  3. Choose Save.

Screenshot showing the sections and fields under Create Compliance Scenario.

Defining Data Collection for a Compliance Scenario

Steps

  1. Open Compliance Scenario and go to Data Collection.

  2. Choose Add Data Collection.

  3. Enter the following details:

    • Name (for example, Heating Fuel Oil).

    • Data Period (for example, monthly).

    • Subject (for example, heating oil).

    • Unit of Measure (for example, tons).

  4. Select the Input Method (Manual or Automatic).

  5. Save the data collection.

Screenshot showing the Add Data Collection dialog box.

The image shows the data collection setup, specifying fuel type and measurement unit.

Creating Equations for Footprint Calculations

Steps

  1. Navigate to Compliance Scenario and open the Equations tab.

  2. Choose Add Calculation and enter the following details:

    • Equation Name (for example, Energy to CO2)

    • Formula (for example, fuel × emission factor)

    Screenshot showing the Add Calculation dialog box.

  3. Define Input Variables:

    • FUEL (Collected Data – Monthly Heating Oil)

    • EF (Emission Factor) (Regulatory List)

      Note

      The Get Dynamic Value checkbox allows the system to always use the latest emission factor if it changes in the compliance requirement through a revision.

    Screenshot showing the Calculation Setup and Input Variables sections.
  4. Save the equation.

The images show the equation setup linking fuel data to emission factors.

Assigning the Correct Data Classifiers

Steps

  1. Navigate to the Compliance Scenario and locate the relevant Calculation.
  2. Choose Manage Data Classifiers.Screenshot showing the Manage Data Classifiers button.

  3. Assign the appropriate Data Classifiers based on regulatory and reporting requirements.

    Example: For GHG Emissions, assign Scope 1 – Stationary Combustion as the classifier.

    Screenshot showing the Assigned Data Classifiers section in the Manage Data Classifiers for Data Set dialog box.
  4. If necessary, choose Create Data Classifier to define a custom classifier for specific reporting needs. Be aware that for SAP Sustainability Control Tower integration, only the classifiers described in the previous lesson are allowed.
  5. Save the assigned classifiers to ensure correct data mapping to SAP Sustainability Control Tower and SAP Analytics Cloud.

The images provided here show how the Scope 1 – Stationary Combustion classifier is assigned to the Heating to CO2 calculation.

Why Data Classification is Important

  • Proper classification ensures that emissions and other sustainability metrics are categorized accurately in SAP Sustainability Control Tower and SAP Analytics Cloud.
  • Enables automated data aggregation and compliance tracking.

Summary

In this lesson, we:

  • Created location master data for emissions tracking.

  • Defined compliance requirements.

  • Configured compliance scenarios for emissions calculations.

  • Captured data inputs for fuel usage.

  • Set up equations for footprint calculations.

  • Linked regulatory lists to ensure accurate emissions factors.

  • Assigned the correct data classifiers for SAP Sustainability Control Tower and SAP Analytics Cloud integration.

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