Master Data Flashcards
Source Data for Sales Documents
Sales documents can acquire relevant data from different sources. Most of the copied data is used as default values that you can overwrite in the document, if necessary.
These data sources include
- Business partner master data (customer)
- Material master data
- Customer-material information
- Condition master data
- Output master data
- Control tables
Business partner Master Data
The master data of customers and vendors is managed in SAP S/4HANA by using business partner master data
Structure of Customer Master
The business partner data that is relevant for customers (business partner roles Customer and FI Customer), is grouped into the categories: general data, sales area data, and company code data. It includes all the data necessary for processing orders, deliveries, invoices, and customer payments.
Partner Functions in Customer Master Data
During a sales process in SAP S/4HANA, many different partner functions are important. A partner function is a particular role that a business partner can take on during the process
Ex: one customer orders some products (partner function: sold-to party) and another customer receives the material (partner function: ship-to party).
Material Master Data
Within the material master data you can maintain detailed information (such as the description, weight, or tax relevance).
Material Master Data for Sales and Distribution
Material Master Data for Sales and Distribution
- The Basic Data is relevant to all areas. It is maintained independently of the organizational units.
- The tab pages Sales: Sales Org. Data 1, Sales: Sales Org. Data 2 and Sales Text are valid for the corresponding sales organization and distribution channel.
- The tab pages Sales: General/Plant Data is valid for the corresponding delivering plant
Cross-division sales
Customizing a sales document in a way that allows materials from different divisions in the item section of a sales document which has a different division at order header level
Division-Specific Sales
Customizing a sales document type so that the division of the materials in the item section have to match the division in the order header section of the sales document
Customer-material info record
store customer-specific material data. The following information in particular can be maintained in the master record:
- The reference from the customer’s material number to your material number
- A customer-specific material description
- Material-specific shipping information for the customer (such as delivery tolerances, control of partial deliveries, default value for the delivering plant)
Customer-material info record vs customer/material records
If a customer-material info record has been defined for a customer and a material, the corresponding default values (for example, the delivering plant) are used instead of the corresponding values in the customer or material master record when a document (such as a sales order) is created.
Condition Master Data
The condition master data includes master data for prices, surcharges and discounts, freights, and taxes.
The individual condition master records can be dependent on various characteristics. For example, a material price could be customer-specific, or a discount dependent on the customer and the material pricing group.
Condition Master Records in Pricing
If you want to create a condition master record, you have to choose the appropriate condition type first. The condition type controls the properties of the condition master record, including the following:
- Condition class (for example, price or discount)
- Scales (are scales allowed and is a value or quantity scale possible?)
- Level (is the data record relevant for the header and/or item level of the document?)
- Validity period (a default value can be proposed)
Pricing
The pricing (determination of relevant prices, taxes, discounts, and so on) is performed automatically within most sales documents.
A complex set of regulations defined in Customizing (called condition technique) controls how automatic pricing is executed. Among other things, the system checks if relevant condition master records exist and copies the corresponding values into the sales document. Depending on the particular condition type, these values are copied to the header or respective item.
Common Master Data
If you do not need the master data (customer, material and condition master data) to be differentiated according to distribution channels/divisions, you have to set up a representative distribution channel/division. The master data for the representative distribution channel/division applies to all distribution channels/divisions for which you have set up this reference in Customizing.
Output Master Data
- Output is information that is sent to the customer via various media, such as mail or electronic data interchange (EDI). Examples include the printout of a quotation or an order confirmation, order confirmations via EDI, or invoices by fax. Outputs can be sent for various sales and distribution documents (order, outbound delivery, billing document, and so on).
- As with pricing, output determination takes place using the condition technique. In the output master data, you define the transmission medium (for example, printer or fax), the time of the output creation, and the partner function (who will receive the output) for an output type.
- Output can be sent immediately when saving, or by using a standard program (RSNAST00) that is run regularly. The form (layout) of an output can be defined by using different tools. The form is then assigned to an output type.
