Configuring Supplier Master Data

Objective

After completing this lesson, you will be able to create a Supplier Master Data object in SAP Fieldglass.

Master Data

When Buyer tenants are configured to use Supplier Qualifications, those organizations can require that some of these Master Data elements be captured by Suppliers during their qualification process. Master data categories are used to group the supplier master data fields on the supplier qualification form.

Master data displays on the first page of each Supplier Qualification form the supplier completes. A separate master data item is created for each piece of information. Examples of information that might be considered master data are: legal entity name, address, country, and insurance information.

Supplier Qualification Form displaying two Master Data fields under a section called Supplier All Screening: Supplier Initial Screening and Supplier All Screening. Each field includes a dropdown menu.

Navigating the Master Data Admin Object

Configuration section of the Admin Menu, the Master Data link is highlighted.
1To view a list of master data entries associated to WorkingNet’s tenant, select Master Data from the Configuration section of the admin menu.

Master Data List Page

Master Data List View displaying the master data elements configured for the tenant. Each has details displayed in the columns, Code, Name, Entered By, Verification Required, Type, and Encryption. The Verification Required and Encryption columns have color code checkboxes, with green indicating yes and red indicating no. The Entered By column, the Verification Required column ,and the Supplier All Screening link in the Code column are highlighted.

In order to include master data in a supplier qualification form, a Master Data Category must first be created.

2Entered By indicates if the master data is configured to be entered by the buyer, supplier, or both.
3Verification Required indicates if the master data fields will be verified by an approver.
4To view the details of that master data list, select the appropriate link in the Code column.

Master Data Details Page

Supplier All Screening Master Data List Details page, displaying details such as Module, Code, Name, Description, Entered by, Mandatory, and others. The Verification Role, Data Type, Custom Script fields, and Predefined Pick List fields are highlighted.

Master data is added to categories and the categories are then associated to a qualification template. Master data categories can have sub-categories that allow you to further group the required data fields on the qualification form.

5If the master data requires verification, the role of the verifier will be indicated in the Verification Role field.
6Data Type is the type of master data that is required. Types include Text, Number, Date, Pick List, or Certification. The type that is selected during the creation of the master data field will dictate what further information is required for the field.
7If a Custom Script is used for the master data, the script would be indicated here.
8If a pick list is selected as the data type, the selected pick list will be indicated in the Predefined Pick List column. If the data type is not a pick list, this section will not appear at all.

Create Master Data

WorkingNet Networking, Inc., a global manufacturer of data networking equipment, requires a Company Code value to be tracked across their supplier population.

To capture the Company Code for each supplier, you, as the SAP Fieldglass administrator for WorkingNet, will create a new Master Data object called Company Code to be used when they qualify new suppliers.

ExerciseStart Exercise

Summary

If required, some supplier master data elements can be captured by Supplier Qualification forms. Master data categories are used to group the supplier master data fields on the supplier qualification form.

Key Points:

  • Master Data Elements: Legal entity name, address, country, and insurance information are examples of master data required from suppliers during qualification.
  • Data Entry and Verification: 'Entered By' indicates who is responsible for data entry (buyer, supplier, or both), and 'Verification Required' indicates if fields need approval.
  • Master Data Details: Verification Role specifies who verifies the data, and Data Type defines the format (Text, Number, Date, Pick List, Certification).
  • Custom Scripts and Pick Lists: Custom scripts can be used for specific data handling, and pick lists are predefined options for easier data entry.

Learning

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