Describing General Master Data Types

Objective

After completing this lesson, you will be able to describe master data types in supply planning within SAP IBP

General Master Data Types

The master data types of customers, locations, sources of supply, and resources, are shown in the following figure, General Master Data Types.

The Concept of Simple and Compound Master Data

We will focus on two types of master data in this unit: Simple and Compound.

Examples of simple master data are products, customers, locations, sources of supply, and resources. These are each represented as a data table where records are stored, such as a list of products or customers and their planning attributes.

Compound master data is a combination of two or more simple master data types. For example, a compound master data could contain both Customer and Product. In this case, data tables are more granular in detail and will store attribute records for these more finely defined unique combinations.

Simple Master Data Types in SAPIBP1

Simple foundational master types include products, customers, resources, and planning unit.

Products

Products are produced, transported, and stored in the supply chain network.

The product ID within SAP Integrated Supply Planning (IBP) for Supply Chain corresponds to a material number in SAP ERP or SAP S/4 HANA.

The product master data type (MDT) has the following fields:

  • PRDDESCR

  • PRDFAMILY

  • PRDID

  • PRDSERIES

  • PRDSUBFAMILY

  • UOMID

  • UOMDESCR

Only PRDID is required. PRDSUBFAMILY, PRDFAMILY, and PRDSERIES are examples of optional attributes for aggregation, independent of the supply chain network structure.

Example of Product Attributes

Customers

Products are sold to and shipped to customers.

Choosing how to represent the customer for different macro processes supported by SAP IBP, such demand, supply and response is an important design decision.

Generally speaking, supply customer is a virtual entity or a customer grouping that is often associated with the location, rather than with the actual customer account.

By contrast, the customer ID in SAP IBP Order-Based corresponds to the customer number in SAP ERP or SAP S/4 HANA.

Example of Customer Attributes in system

Only CUSTID is a key.

Location

A location is a logical and often also a physical place where products are stored, produced, shipped to, or shipped from (by a transport).

In S&OP, suppliers can be modeled as locations, with type "V".

Example of Location Attributes

Resources

There are four type of resources that can be modeled in SAP IBP.

In SAPIBP1 this master data type has 3 attributes: RESID (key), RESTYPE and Resource Description.

Production resources model a production or assembly process. Their capacity is consumed per produced or assembled unit of product.

Handling resources apply to all goods receipts at a location in the sense that each arriving unit of a product consumes a certain capacity unit of the resource.

Storage resources model capacity restrictions in various dimensions, for example, limited volume capacity in a warehouse. The capacity of a storage resource is consumed when specific products are stored in it.

Transportation resources model capacity requirements for transports (location source of supply). Their capacity is consumed with each unit that is transported.

Planning Unit

This master data type (consisting of just one key attribute Planning Unit) describes subnetworks, that are used to divide the overall supply chain network. Division can be based on responsibility of a planner, or necessity to plan in a separate planning run.

Main Compound Master Data Types in SAPIBP1

Examples of general compound master data types are customer product, location product, and resource location.

Customer Product

The customer product master data type may have the following fields:

  • CUSTID

  • MARKETSEGMENT

  • PRDID

Only CUSTID and PRDID are mandatory.

For example, MARKETSEGMENT is an attribute not of customer nor product individually, but of the combination thereof.

Location Product

This master data type is one of the most important in supply planning. It's attributes that are used predominantly by supply planning and inventory optimization algorithms are not describing location nor product individually, but their combination. The location product master data type may have the following fields:

  • FROZENHORIZON

  • LOCID

  • LOTSIZEPOLICY

  • PLUNITID

  • PRDID

Only PRDID and LOCID are mandatory.

Resource Location

Resource location models capacity supply as time-independent or time-dependent.

If the Capacity Supply Is Time-Series field is marked as X, then the capacity supply key figure is used.

Constraint type (CONSTRAINTTYPE) identifies whether the resource is finite or infinite. If it is left blank, it’s infinite. ‘F’ stands for finite.

Demonstration: How to Display the General Master Data Types and Their Data

Display the General Master Data Types and Their Data

Display the General Master Data Types and Their Data

In the Microsoft Excel user interface within SAP IBP, display the data for each general master data type to become familiar with the supply chain model you will use in class.

Steps

  1. In the Microsoft Excel user interface within SAP IBP, display the list of products, customers, locations, resources, location resources, subnetworks, customer products, and location products (Hint: leverage the Master Data section of the ribbon).

    1. Using the Microsoft Excel user interface in the Master Data section of the SAP IBP ribbon, choose Master Data WorkbookCreate.

    2. Choose the Product tab and choose the icon to create a new tab.

    3. Choose Customer from the Master Data type dropdown.

    4. Keep adding tabs and choosing the master data types for each one in the list above.

    5. When all tabs have been added, choose OK to display the list.

    6. View the data on each tab by choosing the tab. Filter appropriately for each master data type to view your data.

    Note

    if you are visualizing your data in the Master Data Workbook in Edit mode, the key attributes will be colored and will show an asterisk.
  2. Be sure to save this Master Data View as a Favorite with the name General Master Data.

    1. Using the Microsoft Excel user interface in the Master Data section of the IBP ribbon, choose FavoritesAdd.

    2. Enter the name General Master Data and choose Add.

  3. Close the Microsoft Excel sheet and do not save. Leave Microsoft Excel open for the next exercise.

  4. (Optional) - review the functionality for managing master data in the Web user interface within SAP IBP. Master Data Types used in the exercise will have the prefix ZPA.

    1. On the SAP Fiori home screen, in the General Planner section, choose the Manage Master Data tile.

    2. Search for master data types starting with ZPA*.

    3. Display the details of one of the master data types, for example, ZPACUSTOMER and explore the available options for filtering, editing, creating and deleting of master data records.

Log in to track your progress & complete quizzes