Part III.

3 – Master Data

Enterprise Rules and Process

Master Data
Structure Parameters Execution

Table of Contents
1: Extend Material Master..............................................................................................................2
2: Change Customer......................................................................................................................6

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 1: Extend Material Master
Description: In this task, you go back to your trading goods (EPAD1###, KPAD1###, OHMT1###,
RHMT1###, and RKIT1###) you have created in the procurement exercise and add more
functionality to the materials (sales view). SAP differs “adding” a new functionality from “changing”
a pre-existing function. Hence, you will be in the “create material” transaction again instead of
“change material” transaction. A material master record never contains duplicate materials. If a
department stores information on a material in the material master data, it is not necessary for another
department to create the same material again. Instead, the new information will be added onto the
same material with additional information of the department.
Navigation: SAP menu ► Logistics ► Materials Management ► Material Master ► Material ►
Create (Special) ► Trading Goods

Tasks and Data Entry:

In the “Create Trading Goods (Initial Screen)” screen, enter the following information:

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 Attribute Description Data Value
Material Alphanumeric key uniquely identifying the material. EPAD1###

Industry sector The branch of industry to which the material is assigned. Retail

Copy from…Material Material whose data you want the system to copy. EPAD1000

Then, click on (ENTER) or press .

In the “Select View(s)” pop-up, highlight the “Sales: Sales Org. Data 1” row, and “Sales: General/Plant
Data” row. Then click on (SAVE AS DEFAULT VALUES).

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 Then click on (CONTUNUE (ENTER)).

In the “Organizational Levels” pop-up, enter the following information:

Attribute Description Data Value

Plant Key uniquely identifying a plant. Your DC Miami (M###)
Sales Org. Organizational unit responsible for the Your US East (E###)
sale of certain products or services.
Distr. Channel How products reach the customer. Wholesale (WH)
Copy from Plant Plant of the reference. DC Miami (MI00)
Copy from Sales Org. Sales organization of the reference. US East (UE00)
Copy from Distr. Channel Distribution channel of the reference. Wholesale (WH)

Then click on (SAVE AS DEFAULT VALUES), then Click on (CONTINUE

(ENTER)). You will receive a message that says “The material already exists and will be extended”.

In the “Create Trading Goods EPAD1###” screen, enter the following information:

Attribute Description Data Value

Delivering Plant Plant from which the goods should be delivered. Your DC Miami (M###)

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 click on or press . You will receive a message that says, “Material EPAD1### created”

IMPORTANT NOTE: You will be repeat this process for complete the creation the other four
materials (Refer to Appendix E for further action. Click HERE)

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 2: Change Customer
Description: In this task, you create a customer (11###) in your sales organization.

Navigation: SAP menu ► Logistics ► Sales and Distribution ► Master Data ► Business Partner ►
Customer ► Change ► Complete

Tasks and Data Entry:

In the “Customer Change: Initial Screen” pop-up, enter the following information:
Attribute Description Data Value
Customer A unique key used to clearly identify the customer 11###
within the SAP system.
Company Code Company code you use as a reference. Global Bike Inc. (US00)
Sales organization Sales organization of the reference material which US East (UE00)
the system uses.
Distribution channel Distribution channel of the reference material that Wholesale (WH)
the system uses.
Reference division. The division that you want to use as a reference Bicycles (BI)
when you create a record.
And click on (CONTINUE (ENTER)).

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 In the “Change Organization: XXXXX, …” screen, in the “Change in BP role” section select, “FI
Customer FLCU00 (defined)”.

Then click on .

Then click on .

Then enter the following information:

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 Attribute Description Data Value
Company Code Organizational unit in accounting. Your Global Bike Inc. (C###)

Press ENTER and under the “Customer: Account Management” tab, enter the following information:

Attribute Description Data Value

Reconciliation Account The G/L account that is updated in Trade Account Receivable
parallel to the sub ledger account (110000)
Sort Key Indicates the layout rule for the Posting date (001)
Allocation field.

Then Select the “Customer: Payment Transactions” tab and enter the following information:

Attribute Description Data Value

Payment Terms Key for defining payment terms composed of cash Payable immediately Due
discount percentages and payment periods net (0001)

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 Then click on or press . You will receive a message that says, “Changes have been save”
.

Then in the “Change Organization: XXXXX, …” screen, in the “Change in BP role” section select,
“Customer FLCU01 (defined)”.

Then click on .

Then click on .

Then enter the following information:

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 Attribute Description Data Value
Sales Organization An organizational unit responsible for Your US East (E###)
the sale of certain products or services.
Distribution channel How the product reaches the customer. Wholesale (WH)
Division Way of grouping material. Accessories (AS)

Press ENTER and under the “Orders” tab, enter the folloging information:

Attribute Description Data Value

Sales District A geographical sales district or region Southern Region
(000002)
Currency Customer´s currency for a sales area United States Dollar
(USD)
Price Group A grouping of customers who share the same pricing Bulk Buyer (01)
requirements
Cust.Pric.Procedure Determines which pricing procedure the system Standard (1)
should apply when you create a sales document
Customer Stats. Group Helps determine which data the system updates. “A” Material (1)

Then select the “Shipping” tab, enter the folloging information:

Attribute Description Data Value
Delivering Priority Delivery priority assigned to and item. Normal Item (02)
Delivering Plant Plant from which the goods should be delivered. Your DC Miami (M###)
Shipping Conditions General shipping strategy for the delivery of goods Standard (01)
from the vendor to the customer
Max.Part.Deliveries The maximum number of partial deliveries you can 3
make to satisfy the order quantity for an item.

Then select the “Billing” tab, enter the folloging information:

Attribute Description Data Value
Incoterms Incoterms specify internationally recognized Free on-Board (FOB)
procedures that the shipper and the receiving party
must follow for the shipping transaction to be
completed successfully
Incoterms Location Provided additional information for the primary Miami
1 Incoterms
Payment Terms Key for defining payment terms composed of cash Pay immediately Due
discount percentages and payment periods. Net (0001)
Acct Assmt Grp The account assignment group to which the system Domestic Revenues (01)

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 Cust. automatically posts the sales document.

Then click on or press . You will receive a message that says, “Changes have been save”
.

Then click on .

Then enter the following information:

Attribute Description Data Value

Sales Organization An organizational unit responsible for Your US East (E###)
the sale of certain products or services.
Distribution channel How the product reaches the customer. Wholesale (WH)
Division Way of grouping material. Bicycles (BI)

Press ENTER and select “Orders” tab, enter the folloging information:

Attribute Description Data Value

Sales District A geographical sales district or region Southern Region
(000002)
Currency Customer´s currency for a sales area United States Dollar
(USD)
Price Group A grouping of customers who share the same pricing Bulk Buyer (01)
requirements
Cust.Pric.Procedure Determines which pricing procedure the system Standard (1)
should apply when you create a sales document

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 Customer Stats. Group Helps determine which data the system updates. “A” Material (1)

Then select the “Shipping” tab, enter the folloging information:

Attribute Description Data Value
Delivering Priority Delivery priority assigned to and item. Normal Item (02)
Delivering Plant Plant from which the goods should be delivered. Your DC Miami (M###)
Shipping Conditions General shipping strategy for the delivery of goods Standard (01)
from the vendor to the customer
Max.Part.Deliveries The maximum number of partial deliveries you can 3
make to satisfy the order quantity for an item.

Then select the “Billing” tab, enter the folloging information:

Attribute Description Data Value
Incoterms Incoterms specify internationally recognized Free on-Board (FOB)
procedures that the shipper and the receiving party
must follow for the shipping transaction to be
completed successfully
Incoterms Location Provided additional information for the primary Miami
1 Incoterms
Payment Terms Key for defining payment terms composed of cash Pay immediately Due
discount percentages and payment periods. Net (0001)
Acct Assmt Grp The account assignment group to which the system Domestic Revenues (01)
Cust. automatically posts the sales document.
Then click on or press . You will receive a message that says, “Changes have been save”
.

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