material and service master
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Department of Finance and AdministrationOffice of the Mississippi Management and Reporting System
Workshop Presentation – PRO-07 Material and Service Master
November 7. 2011
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1. Workshop Ground Rules2. Workshop Guiding Principles3. Workshop Objectives4. Workshop Agenda in Detail5. Workshop Roles6. Workshop Content7. Workshop Wrap-up
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AGENDA
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• All participants should be familiar with the requirements and the topics to be covered;
• The workshop scribe is responsible for documenting the parking lot issues and follow up questions;
• The workshop facilitators are responsible for keeping the discussion centered on the topic being discussed. If an issue is determined that cannot be resolved during the workshop, the facilitator will note the issue for future resolution and enter it into the workshop output document; and
• Parking of discussion item if the required knowledge is not in the room.
Workshop Ground Rules
Workshop Guiding Principles
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Workshop Participant
– Demonstrate how requirements are met using Standard SAP functionality
– Utilize standard SAP functionality (80/20 rule)
– Avoid the “what won’t work” mindset
– Be attentive and open minded
– Explore questions and answers
– Encourage input from other participants
– Refrain from absolutes and mandates
– Focus on current issue being discussed
– Avoid “war stories”
– Manage cell phone, pagers & interruptions
– Keep the conversations to one at a time
Essential to dos:• Review Business Process Model• Update/Create process Flow
Diagrams• WS Output Documents• Identify RICEFW Objects• Document process
changes/implications• Solution Manager:
•Create Business Blueprint documents
• Identify Issues and Risks
Workshop Agenda
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Date
Topics
Deliverables
Team Logistics
November 7, 2011
Key Decisions Material Master
Material Master Record Views of the Material Master Maintenance of Material Master
Service Master Service Master Record Maintenance of Service Master
Next Steps
Workshop Minutes Parking Lot
Blueprint Workshop - Roles
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SAP Facilitator Jeanna Stafford
Customer Facilitator Shelley Walker; Carlos Galloway
Scribe Jon Sanford
OCM Dorothy Preston
A successful workshop is the result of interaction and participation!
Workshop Objectives
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Define Master Records
Define and discuss the Material Master and its use
Define and discuss the Service Master
Maintenance activities for Master Records
Identify Systems for collection of legacy data and use of SAP data
Workshop Key Decisions
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In which State systems do Commodity records exist?
What will be converted as Material Master Records? Generic Commodities Commodities coded to the 11 digit NIGP code State defined numbers
Keep as defined Map to NIGP 11 digit code
All commodities or active commodities within a date threshold
Define Standardization of Short Description Noun, Adjective, Adjective, Size, Color
Workshop Key Decisions
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Will the Material Master be maintained centrally?
Will specific data be maintained de-centrally? Plant specific data – for Inventory purposes
How will inventory be valued? Moving Average Price Standard Price
How will Material Groups be defined? Current Class Code (NIGP Class) Current Class + Sub Class (NIGP Class/Item)
Workshop Key Decisions
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Are there Service Master equivalent records in any State System?
Will numbering of Service Master Records be internally assigned or mirror NIGP 11 digit coding?
Are there external systems that will require Material Master and/or Service Master data?
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Master Records
Master records are data records that are stored centrally in the database for longer periods of time and which are used and processed by multiple applications.
Material Master Records
Service Master Records
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Material Master
The Material Master contains information on materials that the State of Mississippi will procure and store.
This information is stored in individual Material Master Records.
The Material Master is used by all components in the SAP Logistics System.
The integration of all material data in a single database eliminates redundant data storage.
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Material Master
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Material Master
The material master has a hierarchical structure resembling the organizational structure.
Client Company Code Plant Storage Location Purchasing OrganizationWarehouse Number Storage Type
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Material MasterClient
Company Code
Plant
Storage Location
Warehouse
Storage Type
DWFPDPS
101 102 201 101
100 200
SecureRackShelf
CORR
101 102 201
100
Shelf Rack Refrig.
Purchasing Organization
Shelf
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Material Master
The data in a Material Master Record can be divided into two categories:
1. Data of a purely descriptive nature
2. Data that the system uses to perform a control function
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Material Master
Industry Sector
Material Types
Number Ranges
Public Sector
Chemical
Operating Supplies
Spare Parts
From Number To Number Current Number Ext.
00000000001 99999999999 00000001256
√A ZZZZZZZZ
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Industry Sector
When creating a material master record, it is required to classify the material according to industry sector.
Industry Sectors have control functions in the SAP system including:
Screen Sequence
Field Selection
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Screen Sequence
Basic Data
Accounting
Purchasing
MRP
StorageWarehouse
Mgmt
Purchase Order Text
Forecasting
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Field Selection
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Material Type
When creating a material master record, it is required to assign the material to a Material Type.The Material Type has control functions in the SAP system also. Which number range the material number is taken, is it
internally or externally assigned Which screens appear and in what sequence Which data views will be entered
When associated with a Plant, the Material Type will determine Whether changes in quantity are updated in the record Whether changes in value are updated in Financial
Accounting
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Material Type
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Material Number
A number that uniquely identifying a Material Master Record, thus a material
The number assignment allowed depends on the Material Type chosen
A material number can have up to 18 characters in the SAP system
NIGP coding structure (11 digit - Class/Item/Group/Detail)
NIGP Structure
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Create Material Master Record
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Initial Screen
Material
Industry Sector
Material Type
Copy from…(reference Material)
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ViewsClient level data
Basic DataClassification
Purchasing dataPurchasingPurchase Order Text
Planning dataMRP 1 through 4Forecasting
Storage data (Inventory)Plant DataWarehouse Management
AccountingAccounting 1 and 2
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Organizational Levels
Plant
Storage Location
Warehouse Number
Storage Type
Profiles
• Material Number• Material Description• Base Unit of Measure• Material Group
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Basic Data
• Order Unit of Measure• Purchase Order Text
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Purchasing
• MRP Type• Reorder Point• Lot Size• Safety Stock• Forecasting Models• Forecast Periods
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MRP / Forecasting
• Unit of Issue• Cycle Count indicator• Storage conditions• Shelf Life data
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Storage
• Warehouse unit of measure
• Strategies– Putaway– Picking
• Bin (fixed only)
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Warehouse Management
• Valuation Class• Price Control• Price• Price Unit
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Accounting
• Descriptions• Units of Measure• Basic Data Text• Internal Notes• Consumption Values
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Additional Data
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Extending Material Master Record
If data has already been entered in a Material Master Record for one area, as purchasing, and additional data on the same material is required, as plant/storage, you do not have to create another material master record. Instead, you extend it to include the required information.
You also extend a Material Master Record if the same material is to be used in other organizational levels.
All Material Master Records will be replicated to the SRM system.
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Material Master Record
Additional activities that help manage the Material Master include:
Change Material Master RecordDisplay Material Master RecordDisplay Material ListFlag Material for Deletion
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Review of Material Master
The Material Master contains information on materials
The Material Master is used by all components in the SAP Logistics System.
The Material Master is made up of individual Material Master Records
Activities available to maintain Material Master records include creating, extending, changing, displaying, displaying lists, and flagging for deletion.
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Service Master
The Service Master is part of the master data within External Services Management.
External Services Management (MM SRV) is an application component within the Materials Management (MM) module. It supports the complete cycle of procurement, acceptance and invoice verification of externally performed services.
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Integration
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Service Master Record
The Service Master Record contains the description of a service
The service description is entered only once and can be drawn upon when creating requirements, reducing the frequency of errors and saving time.
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Service Master Record
A service master record contains the following information for the unique description of a service:
Service number Service category Descriptive texts (short and long text) Base unit of measurementMaterial/service group Valuation class
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Service Master Record
• Activity Number• Description• Base Unit of Measure• Material/Service Group• Valuation Class• Purchasing Status• Long Text
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Service Master Record
Next Steps
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Data CleansingConsolidationDescription nomenclature Units of Measure
Follow up on required key decisions not resolved in this session
Let’s verify that we are on the same page…Clarify any Strange JargonValidate Parking Lot ItemsRecord Key Decisions
Wrap-up
47
Questions
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1/4/2012 49
+’sWhat worked well today?
• ∆’sWhat can we improve for future meetings and project activities?
Plus/Delta
Thank you!
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MAGIC Project
WORKSHOP MINUTES/ OUTPUT DOCUMENT
PROJECT IDENTIFICATION
Project Name CPI/Project Number Project Type (CBI, Implementation, CSS, Upgrade, Internal, other)
MAGIC Implementation
Customer Name Customer Number Planned Start/Finish
State of Mississippi 600260
SAP Customer Partner Project Sponsor Program Manager
SAP Project Director Customer Project Director Partner Project Manager
Bill Bevil Becky Thompson
GENERAL INFORMATION Workshop Title PRO_07 Material/Service Master Workshop Facilitators Jeanna Stafford, Shelley Walker, Carlos Galloway Process Owner Scribe Jon Sanford
ATTENDEES Name (including Role/Organization) Anthony Hardaway- ITS Terri Ashley- MSPB/PSCRB Preston Ware- MSH Jim Hurst- DFA/OFM Carla Hutson- AGO Logan Litchliter- DFA/MMRS Hewitt Pittman- MDAC Kristi Mullen- AGO Jeff Wheeler- MDOT Gina Eady- AGO Shelley Walker- DFA/MMRS Brenda Benson- DFA Milo Crabtree- DFA/OPTFM Jon Sanford- SAP Lois Lee- MSDH Tammy Rankin- DFA/MMRS Dell Lewley- DOC Sherriel Moore- MDAC Ross Campbell- DFA/OPTFM Rick McCarty- DOC Leah Chittom- DFA/MMRS Rani Oswalt- Supreme Court Max Cathey- DOC Mike Pearson- MDOT Tina Wilkins- ITS Terrance Jones- DFA/MMRS Jack Ladhur- STA Tammy Waltman- DFA/MMRS Sharetha Batts- DFA/MMRS Mark W. Hayden- MDOT Margaret Jordan- DFA/OFM/BFC Carlos Galloway- DFA/MMRS Kenya Gardner- MDE Retha Gregory- MDOT Kenneth M. Dixon- MSH Michael Swofford- MDE Sheila Bennet- EMSH Faye James- MSPB/PSCRB
2
SUMMARY OF THE MEETING REFERENCE DOCUMENTS FOR DETAILS REFER TO THE FOLLOWING BUSINESS PROCESS DESIGN DOCUMENT
1:00 p.m. - Meeting started with Jeanna Stafford and Shelley Walker 1:10 p.m. – Jeanna begins the workshop presentation
Material Master general Data Covered Industry Type – Public Sector will be used for State of MS Material Type
o Single control point for NIGP numbering o Unique numbers for ITS, MDOT (Services example given)
Numbering
Create Material Master System Demonstration – (System Demonstration presented in the Workshop) Tab Field Review
Basic Data 1 Basic Data 2 Purchasing Purchase Order Text MRP 1 MRP 2 MRP 3 Forecasting Plant Data/Stor.1 Plant Data/Stor.2 Warehouse Mgmt 1 Warehouse Mgmt 2 Accounting 1 Accounting 2
Review Additional Data Tabs Units of Measure Add EAN Doc Data Basic Data Text Inspection Text Internal Comments Consumption
Additional Activities Change Material Master Display Material Master Extend Material Master Display Material List Flag Material for Deletion
Service Master General Overview – (System Demonstration presented in the Workshop)
Service Number
3
Service Category Descriptive Texts Base Unit of Measure Material/Service Group Valuation Class
Create Service Master Record Screen/Field Review Basic Data Standard Service Category Time Mgmt. Purch. Data Internal Work Long Text
Data Cleansing – (Suggested activities to be completed with Data Cleansing) Consolidation Description nomenclature Units of Measure
Follow up on Key Decisions Discussed Mass Create/Change options for automating the extension of materials
Virtual Plant Mass Create/Change
DECISIONS ANSWERED REFERENCE DOCUMENTS
FOR DETAILS REFER TO THE FOLLOWING KEY DECISION DOCUMENT
In which State Systems do Commodity records exist? WebProcure - Map 5 digit NIGP to Object Code (GL) in SAAS SAAS SPAHRS (Service Types = Service Master) MDOT (Signs) State Hospital (Own Internally Assigned Numbers)
o Patient Clothing o Pharmacy o Medical Supplies o Maintenance
What will be converted as Material Master Records? Need more detailed information
Define Standardization of Short Description? Need more detailed information
Will Material Master be Maintained Centrally or De-centralized? The State will maintain centrally (look at COMM table as a start)
o Who will maintain? *( We will start with looking at who has access to the COMM table in SAAS)
Change functionality at Plant level for SAP inventory Plants (needed to limit users access)
4
How will the process flow in SAP? (request an add or change / Delete and notification to Inventory managed plant)
o Centrally Maintained Material/Service Master BPP o Inventory Managed Plant BPP
How will inventory be valued? The State of MS will use Moving Average
How will Material Groups be defined? 5 Level NIGP
o Do we take all 9000+ or remove non-relevant (Space Ship) o Follow up on NIGP Class/Items to be used
Are there Service Master equivalent records? SAAS / SPAHRS – Are there commodities using service #’s
currently in any SOMS Systems?
Will numbering be internal or external (NIGP) More discussion required – for Service Masters Will NGP Service 11-digit codes be used for Service Masters?
Current service master equivalents are alpha numberic NIGP 11 Digits (Internal Numbers) will be used for Material Master
External Systems that require Material/Service Master Data? MDOT(only example brought up) – Need to define all systems to
have the interface. MDOT is the only agency slated to interface.
ID ACTION/PARKING LOT ITEM OWNER DUE DATE 01 AI - Validate Material Master Long Text is visible in SRM once
Replicated Wayne Liu 11/11/2011
02 AI – Basic Option Recommendations for Process Flows for Maintenance of Material/Service Masters
Create Change Display Extend (Pros/Cons)
Jeanna Stafford
11/18/2011
03 PL – Numbering of Service Master Records – additional discussion required related to PL 05
Shelley Walker
1/9/2011
04 PL – External Systems that require Material/Service Master Data Shelley Walker
1/9/2011
05 PL – NIGP Data conversion – additional discussions needed with the business owners for this topic to determine key decisions (i.e. data source for NIGP, determine what data to convert, NIGP data conversion needed for SAP system)
Shelley Walker
1/9/2011
06 PL – Determine the flow the Material /Service Master data in SAP – additional discussions with the business owner are required; SAP needs to provide the State with options and what the pros/cons are for the options proposed. The State will need a process to create the
Jeanna Stafford
1/9/2011
5
master records centrally and distribute them out to the agencies doing inventory.
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