Material Master

Contents

 Organizational levels of material masters

 Material key
 Material Status
 User-specific material master

 SAP AG 1999

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1.2
Material Master: Topic Objectives

At the conclusion of this unit, you will be able to:

 Understand the dependencies between

material masters organizational levels,
material type and branches
 Use the setup of a material master with its
different views
 Use the material status and its client and
plant specific settings
 Interpret the user-specific material master

 SAP AG 1999

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1.3
Material Master: Course Overview Diagram

Course Overview 1 Classification 8

Engineering
Navigation 2 9
Change Management

PDM Overview 3 Variant Configuration 10

Integrated Distributed
Document Management 4 11
PDM Solution

Material Master 5 Project System 12

BOM Management 6 ASAP 13

CAD Interface
7 Summary 14

 SAP AG 1999

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1.4
Material Master: Business scenario

 A pump is to be constructed in a company.

 You create more than one material masters of
different material types and with different views.

 SAP AG 1999

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1.5
O r g a n iz a t io n a l S tr u c t u r e s in t h e S A P R /3 S y s t e m

V ie w s O r g a n iz a tio n a l L e v e ls

C lie n t (g r o u p )

Com pany

C o s tin g C o n tr o llin g a r e a , c o s t c e n te r

A c c o u n tin g Com pany code

E x te r n a l lo g is tic s P u r c h a s in g a n d s a le s o r g a n iz a tio n s

V a lu a tio n a r e a
In te r n a l lo g is tic s
(M R P /P r o d u c tio n s ) P la n t

In v e n to r y m a n a g e m e n t S t o r a g e l o c a t i o n ,/ B a t c h ,/ S p e c i a l s t o c k

 SAP AG 1999

 In the SAP System there are structures that represent a legal and/or organizational view of a
company. They allow you to define the structure of your company according to your business
processes.

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1.6
Material Master

The material master contains information about materials that a

company:
 Builds/constructs
 Purchases
 Produces
 Stores
 Sells
The material master integrates data from the areas of:
 Engineering
 Production
 Purchasing
 Sales
 Accounting Material

 ...
 SAP AG 1999

 The material master contains information on all the materials that a company designs, purchases,
manufactures, stores, and sells.
 It is the central source of material specific data. It is used by all application components in SAP
Logistics.
 The material can be a finished product (material or article), a semi-finished product (sub-assembly),
or a raw material (purchased part).

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1.7
Organizational Levels of Material Masters from the
Product Data Management Point of View

 The material master has a

hierarchical structure that
General data
covers the following
Client Material number organizational levels:
Description
Units of Measure  Client
Technical data
 Plant
 Storage location
Plant-specific data

Plant MRP data  Engineering data is usually

Work scheduling data managed ate the client level
Purchasing data

Storage
Storage location data
location
Stock quantities
Material
 SAP AG 1999

 Some material data is valid for all organizational levels, whereas other material data is only valid for
specific levels. The material master has a hierarchical structure that reflects the structure of a
company. This allows you to manage material data centrally without having to store data
redundantly.
 Data on client level
 general material data that is valid for the entire enterprise are stored at the client level. These can
be such as material group, base unit of measure, material descriptions, general technical data, and
conversion factors for alternative units of measure.
 Data on plant level
 On plant level, you store all the data that is valid in a plant and all the storage locations in it, such
as MRP data and forecast data. This includes MRP data and forecast data.
 Data on storage location level
 On storage location level, you store all the data that is valid for one storage location.
 Such as storage location stock.

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1.8
Material key

Material number  18 characters (can be alphanumeric)

 Internal / external / mixed number
ranges (number assignment)
Material

Material type  4 characters (alphanumerical is

possible)
Material type
Important control functions

Industry sector  1 characters (alphanumerical is

possible)
 Controls the line of industry of the
Industry sector material master

 SAP AG 1999

 You create a record in the material master for each material that your company uses. Each material
master record has its own unique material number.
 The type of material number assignment can be internal or external. You can use User Exits to
change material numbers as you like.
 The material type summarizes all materials with the same properties. It controls things such as screen
setup, screen sequence, procurement type pr number assignment
 The branch indicates what line of industry is assigned to the material. It also controls screen setup
and screen sequence.

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1.9
Material type

The material type summarizes all materials

with the same properties. It controls:

 Which departments (views) can maintain

the material master record Material

 Procurement (internal, external)

 Which accounts (for example, material
stock accounts) are updated
 As a criterion to the users' own material
master

 SAP AG 1999

 You can assign each material to a material type. Material types allow you to manage different types
of material (for example, raw materials, semi-finished products, and finished products) in a
consistent way, according to their attributes and your company's requirements.
 When you create a material master record, the material type you select determines:
 The type of material number assignment (internal or external)
 The number range from which the material number is assigned
 Which screens appear in which order
 Which department-specific data you can enter
 Whether quantities are updated in the material master record
 Whether changes in value are updated in the material stock account
 Whether the material is produced in-house or procured externally

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1.10
Views

Basic Data Purchasing

MRP Sales

B
B BC Plant/storage Work
A
storage location scheduling
A B
XX XX
Quality
Accounting Material management
master record

Storage Forecasting

Warehouse Each department has its own view

of a material master record. This Classification
management
view contains the data that is
relevant to the department.

 SAP AG 1999

 The data in a material master record can be divided up according to the different departments or
specialized areas in a company. Each department has its own view of a material master record and is
responsible for department-specific data. This depends on the material type.
 Basic data and classification is usually processed centrally by the engineering/design department. It
all depends on how your company is organized. This department may also be responsible for data on
work scheduling, MRP, quality management, and so on.

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1.11
Basic Data Screen for the Material Master Record

Material P-100 Change (finished product)

Additional data Org.Levels Check screen data

Basic data 1) Basic data 2) Classification Work scheduling

material P-100 Pump C Standard 100-200

Main working level
Basic data 1 + 2
General data
Classification
Base quantity No Item Material group 001 Work scheduling
Old material number ext. Mat.grp
Division 01 Laboratory/Office ...
Seq. of prod. alloc. proc. Product hierar.
Cross Pl. MatStatus Valid from
Valuate effectivity Gen. Itm TypSize
Additional data level
Measurements EAN

Unit of wieght lbs Short texts

Gross weight 280
Net weight 250 Basic data text
Volume unit M3
Volume 0.75 Document data
Size/Measurements 80 x 80 120
EAN/UPC Code
EAN Type Units of Measure
packaging material

basic data text

Basic data text English
Maintained Languages 1

 SAP AG 1999

(C) SAP AG LO090 5-11

1.12
Material Statuses

Material status field

Application Control indicators

Application No reaction Warning Error

Purchasing X
BOM header X
BOM item X
Task list X
Requirements planning X
Production order X
Costing X

Plant-specific and across all plants

Basic
data
Hierarchical outline
Error > Warning > No reaction

Plant

 SAP AG 1999

 The material status allows you to control a material in other areas and applications and is defined in
Customizing. You can use the material status to lock a material for use in certain business
transactions in materials management (MM) or production planning (PP).
 The material status can be defined plant-dependent ate the basic data level as well as plant-specific
for example at the work scheduling level.
 Statuses are outlined in hierarchies. The error message overrides the warning message and the
warning messages overrides "No message".

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1.13
Material Statuses: Client <-> Plant

Material
Material field
field status:
status: Results
Results BOM
BOM Maintenance:
Maintenance:
Material
W:
W: Warning
Warning for
for group
group BOMs
BOMs
Client Warning
Warning for
for
Bill
Bill of
of material
material

W:
Warning for
Warning
Warning for
for
plant BOMs
Bill of material
Bill of material
1000

E: Error message for

Error for plant BOMs
1100 Bill of material

N: Warning for
No message plant BOMs
1200

 SAP AG 1999

 Set a material status ate client level that blocks maintaining BOMs. In this way no plant BOMs can
be created at plant level with the material independent of the material status.
 Set a material status at client level with a warning and at plant level set a status with an error
message allows all other plants to process with a warning, the one plant with an error message cannot
process.

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1.14
User Material Masters

 You can set up the material master according to your

company`s requirements:
 You can remove screens that you do not need form the
screen sequence.
 You can create your own screens by deleting standard
subscreens or by inserting your own subscreens.
 You can change individual fields in subscreens.

Screen
Screens Subscreens
sequence

Basic Data Basic Data

Sales

Purchasing

 SAP AG 1999

 When you configure your system, you can customize the functions for material master records to suit
your company's requirements. You can use either standard subscreens or subscreens that you create
yourself to set up your own screens. You can use either standard subscreens or subscreens that you
create yourself to set up your own screen.

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1.15
Material Master: Summary

 You have seen which organizational levels in the

SAP System are of importance for PDM
 There are different organizational levels for a
material.
 Material processing is controlled by the material
type, the industry sector, and the material status.
 Material master data is divided into different user
departments or areas (views).
 You can define your own material master in
Customizing.

 SAP AG 1999

Exercises

Unit: Material Master (PDM)

Topic: Create and Edit a Material Master

At the conclusion of this exercise, you will be able to:

 Create material (FERT) with external number
 Create material (FERT) with external number
 Crate an object link to a document

You want to construct a new pump and create then two material masters.
These are then used later in a BOM.

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 1-1 Display material P-100 in its current status.
Views: Basic data 1 + 2
Classification
Work scheduling
Organizational Levels: Plant 1000
Enter the following data:
Base unit of measure: ____________________
Laboratory/office: ____________________
Englich language
Short text ____________________
Class (type 001) ____________________
Production storage location: _____________________

1-2 Create another material master after you fell comfortable with the procedure. These
objects are used in the next unit for creating material BOMs.

1-2-1 Create a finished product in plant 1000 with the following data:
Initial screen
Material number: T-F6##
Industry sector: Mechanical engineering
Material type: FERT
Confirm your entires. In the next step you will see a new screen where you
select a materia.l master view:
Views: Basic data 1 + 2
Classification
Work scheduling (Plant 1000)

You can save your views, organizational levels and plant entry as
defaults. This simplifies your work when you create multiple
material masters of the same material type and views.

View basic data 1

Material short text: Pump group ##
Base unit of measure: piece
Laboratory/office: KB1
Cross plant . Matl status: Released for Pilot Phase

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 Valuate effectivity: Yes (Set indicator)

Classification view
Class type: 001
Class: “No entry”

The view for work scheduling can be found from the classification
view by selecting the “Next screen” icon.

Work scheduling view

Production sotrage location: 0001
Save your material master record

1-2-2 Create a raw material with an internal number assignment:

Make no entry in the material number field when creating a material

master with internal number assignment. The system selects then a
free material number from the number range automatically.

Initial screen
Material number: Internal number assignment
Industry sector: Mechanical engineering
Material type: ROH

Views: Basic data 1 + 2

Classification
General plant data: Storage 1

A plant relevant question appears when creating general plant data.

Enter the following data:

Plant: 1000
Storage location: 0001
View basic data 1
Material short text: Bolt Gr##

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 Base unit of measure: piece
Laboratory/office: KB1

The views from classification and storage are only selected and
nothing is entered. This occurs in later exercises

Classification view
No data
View Storage 1
No data
Save your material master record
Make a note of the material number you assign __________

1-3 Change your material master.

1-3-1 Change your material master T-F6## and maintain a four-line basic data text
in English and as Letter format:
Basic data text: Four lines as required
Letter format: 4711
1-3-2 Change your material master that you created with an internal number
assignment and enter the following data in the appropriate view:
Basic material: Metal

1-4 Finally, link an material master record with a document info record.
1-4-1 Call the material master record T-F6## in change mode and enter the
following for additionals in the document info record as document data:
Document: T-F6##
Document type: DRW
Document part: 000
Version: 00
Display the document info record whitout losing the object link.
Save your material master record

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 Solutions

Unit: Material Master (PDM)

Topic: Create and Edit a Material Master

1-1 Display material P-100 in its current status.

Activitygroup SAP_CA_PDM_Designer Material Display  Display current
status
Views: Basic data 1 + 2
Classification
Work scheduling
Organizational Levels: Plant 1000
The entries are:
Base unit of measure: piece
Laboratory/office: KB1
English description: Pump

Button Additional data  Description/short texts

Class (type 001) 100 (Pumps - complete)

Choose the green arrow to return to the work scheduling screen.

Production storage location: 0002

1-2 Two material master records are created.

1-2-1 First create a complete product:
Activitygroup SAP_CA_PDM_Designer Material Create general 
immediately

Initial screen
Material number: T-F6##

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 Industry sector: Mechanical engineering
Material type: FERT

Views: Basic data 1 + 2

Classification
Work scheduling (Plant 1000)

View basic data 1

Material short text: Pump group ##
Base unit of measure: piece
Laboratory/office: KB1
Cross plant . Matl status: Released for Pilot Phase
Valuate effectivity: Yes (Set indicator)

Classification view
Class type: 001
Class: “No entry”

The view for work scheduling can be found from the classification
view by selecting the “Next screen” icon.

Work scheduling view

Production storage location: 0001
Save your material master record
1-2-2 Create a raw material with an internal number assignment:
Activitygroup SAP_CA_PDM_Designer Material Create general 
immediately
Initial screen
Material number: Internal number assignment
Industry sector: Mechanical engineering
Material type: ROH

Views: Basic data 1 + 2

Classification

General plant data: Storage 1

Plant: 1000
Storage location: 0001

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 View basic data 1
Material short text: Bolt Gr##
Base unit of measure: piece
Laboratory/office: KB1

The views from classification and storage are only selected and
nothing is entered. This occurs in later exercises

Classification view
No data
General plant data: Storage 1
No data
Save your material master record
Make a note of the material number you assign __________

1-3 Change your material master.

1-3-1 Change your material master T-F6##
Activitygroup SAP_CA_PDM_Designer Material  Change 
Immediately
Material number: T-F6##
Views: Basic data 1 + 2
Basic data text: four lines (basic data 1)
Letter format: 4711 (basic data 2)
1-3-2 Change your material master that you created with an internal number
assignment and enter the following data in the appropriate view:
Activitygroup SAP_CA_PDM_Designer Material  Change 
Immediately
Material number: Internal Number
Views: (Basic data 2)
Basic material: Metal (Basic data 2)

1-4 Finally, link an material master record with a document info record.
1-4-1 Call the material master record T-F6## in change mode:
Activitygroup SAP_CA_PDM_Designer Material  Change 
Immediately
Material number: T-F6##
Views: (Basic data 1)

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 Additional data Document data

Document: T-F6##
Document type: DRW
Document part: 000
Version: 00

Select the “eye-glasses” icon to display the original.

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