Creating a Simple Master Data Type

Objective

After completing this lesson, you will be able to create a simple master data type

Simple Master Data Type

A simple master data type in SAP IBP pertains to independent and singular business entities captured as unique identifiers. It includes primary business information forming the baseline for business transactions, including, but not limited to, product codes, location codes, or customer IDs. At least one attribute has to be specified as a key attribute for a simple master data type, for example, Location ID for simple master data type 'Location.'

To illustrate, consider a global retail chain implementing SAP IBP for its business planning. For this organization, different store locations would be classified as distinct entities under the 'Location' simple master data type. Likewise, the 'Product' simple master data type would catalog various items the company sells; each assigned a unique product identification number. Similarly, distinct customer profiles could be established under the 'Customer' simple master data type.

These data types' simple and straightforward nature offers a high degree of clarity and specificity for businesses. With each business entity distinctly classified and accurately tracked, organizations can dive into a granular operational and transactional data analysis level. They serve as the backbone on which transactions, planning, and analytics are performed.

Despite the simplicity, managing of the simple master data type necessitates diligence with a keen focus on data accuracy and consistency. Errors at this foundational level could percolate upwards, leading to inaccuracies in advanced analytical processes and consequential decision-making. It is thus requisite to facilitate effective data governance practices with regular audits and validation checks.

In conclusion, the simple master data types in SAP IBP are the cornerstone of an organization’s master data management. They act as foundational pillars, carrying the weight of integral business information that fuels transactions, planning, and decision-making. These may appear simple on the surface, but their effective and accurate management has vast implications on the efficiency of organizational processes and operations.

Creation of a Simple Master Data Type

The Master Data Types app is used to create simple master data types.

When the master data type is created, it is necessary to specify the ID, name, and description. Names and descriptions are displayed for the users when they access the Master Data Workbook in SAP IBP, add-in for Microsoft Excel, or work with Planner Workspaces, or Manage Master Data apps.

It is recommended to define a two-letter or three-letter prefix for the IDs of the master data types.

At least one attribute has to be added to the master data type, and at least one attribute has to be specified as a key attribute.

How to Create a Simple Master Data Type

Create a Simple Master Data Type

In this exercise, you create a simple master data type that is required for one or more subsequent exercises in the course.

This exercise requires you to use the attribute created in a previous exercise.

Business Example

You are a member of the project team managing the implementation of SAP Integrated Business Planning for Supply Chain. You want to set up the business model objects in the SAP Integrated Business Planning system. The attributes were created previously, and you must now continue the business object generation by creating a simple master data type.

When the data values for the exercise include ##, replace ## with the group number that the instructor has provided to you.

Steps

Use the Master Data Types app to create the simple master data type T##PRODUCT. Use the following data:
Simple Master Data Type: T##PRODUCT
Field Value
Name Product ##
Description Product ##
Master Data Type Simple
ATTRIBUTES:
T##PRDID Key
T##PRDDESCR N/A
T##PRDFAMILY N/A
1. Choose the Master Data Types tile.
  Result
  The Master Data Types screen appears.
2. Choose New → Simple → .
  Result
  The New Simple Master Data Type screen appears.
3. In the ID field, enter T##PRODUCT.
4. Enter Product ## in the Name field and the Description field.
5. Choose Add in the Assigned Attributes screen area, enter T## in the Attributes dialog box, and press Enter to filter for the attributes that you created in the previous exercise.
6. Select the checkbox to the left of the following attributes and choose OK:
  - T##PRDID
  - T##PRDDESCR
  - T##PRDFAMILY
  Result
  The attributes are added to the T##PRODUCT master data type.
7. On the T##PRDID row, select the Key checkbox.
8. On the bottom right of the screen, choose Save.
  Result
  The Assigned Attributes for the T##PRODUCT master data type appear.
9. Remain on the Configuration screen and choose the back arrow to return to the Master Data Types screen. Stay in the transaction for the next exercise step.
Create the simple master data type T##CUSTOMER. Use the following data:
Simple Master Data Type: T##CUSTOMER
Field Value
Name Customer ##
Description Customer ##
Master Data Type Simple
ATTRIBUTES:
T##CUSTID Key
T##CUSTDESCR N/A
T##CUSTREGION N/A
1. On the Master Data Types screen, choose New → Simple.
  Result
  The New Simple Master Data Type screen appears.
2. In the ID field, enter T##CUSTOMER and then enter Customer ## as the name and description.
3. Choose Add in the Assigned Attributes screen area, enter T## in the Attributes dialog box, and press Enter to filter for the attributes that you created in the previous exercise.
4. Select the attributes shown in the table and choose OK.
  Result
  The attributes are added to the T##CUSTOMER master data type.
5. On the T##CUSTID row, select the Key checkbox.
6. On the bottom right of the screen, choose Save.
  Result
  The Assigned Attributes for the T##CUSTOMER master data type appear.
7. Return to the home page.

Log in to track your progress & complete quizzes