1. Define the material type
Concept and function description
Material type is a way to group materials, and each type of material has the same basic attributes, such as raw materials, semi-finished products and finished products. When creating a material master record, assign the material to a material type. The material type belongs to the general data of the material. Controls the vital processes of each application. For example, in the customization of production plan (PP), you can specify the material type for your company according to the purpose, and then allow or prohibit the creation of BOM and routing for the material type.
Among other things, the selected material type controls the following:
• Whether the material is used for a specific purpose
• Whether material numbers are assigned internally or externally
• Number range intervals at which material numbers are assigned
• Which screens are displayed when maintaining material master data And the display order
• User department data that can be entered
• Purchase types that materials can have.
Configuration logic: Firstly, the fields are packaged and grouped, and the influencing factors are packaged and grouped by field reference, and then field display is controlled by field selection group and field reference. Hidden, must lose, SAP official analysis is as follows:
Business example
Define the material type of raw material ROH and its number range
Configuration steps
Configuration 1
If you need to create a new material type, generally you cannot use the new entry, you can only use the copy method, the specific steps are:
- Copy with reference to the existing material type, but do not modify the attribute value of the item detail;
- Modify the newly created material type to meet your own needs.
If you want to create a new material type of raw material, you can copy it to create it, and then modify its configuration to meet business requirements.
The following system configures the material type ROH as an example to illustrate the configuration.
The field functions in the above figure are as follows:
• Field reference: When maintaining the material master record, the field reference determines whether to set the field selection group as hidden, displayed, or required for each field selection group input or optional input.
• Screen Reference: Material Type: When maintaining a material master record, the material type grouping of the displayed screen is determined according to the material type. Also determines the order in which the screens appear.
• Privilege Group: Access to specific objects can be protected. To perform a specific activity, a combination of activity and Privilege Group is required. If no authorization group is entered, specific authorization checks are not performed for materials of this material type.
• Unchecked External Number Assignment: For external number assignments, this indicator tells the system that this material type does not check the material numbers entered on the screen against number ranges. In this case, the assigned item number must contain at least one letter and not only numbers. In this way, no coding range is allocated for this material type.
• Cross-Plant Material Status: Restrict the usability of the material in all plants, ie define whether a warning or error message is displayed if the material is included in a special function. (For details on how to set the status, see 2 below: Explanation of configuring material status)
Indicate whether the material can be used in the following areas of all factories: material management (for example, in purchasing and inventory management), production planning and control factories, warehouse management, Use quantity structures for costing. If a value is set here, then this value will be brought out as the default value when creating the material master data of this type, as shown below:
• Item Category Group: It is to set the default Item Category Groups (Item Category Groups) for sales items Category Confirmation, Schedule Line Category Confirmation, Delivery Item Category Confirmation.
If the default value is set, when creating the material master data of this material type, this set value will be brought to the corresponding field of the material master data, as shown below.
• Quantity Structure: This indicator determines whether costing with or without quantity structure is used to calculate the material costs.
Usage Scenarios
If you usually use costing with quantity structure to calculate material costs, turn on this indicator.
Do not activate this indicator if you usually calculate material costs using costing without quantity structure.
• External Purchase Order: Define whether external procurement is allowed for this material type.
• Internal Purchase Order: Define whether internal production is allowed for this material type.
• Account classification reference: used to set the applicable valuation class of the accounting view, related to automatic bookkeeping, when maintaining accounting data in the material master record, the system is used to check whether the entered valuation classification group is allowed.
• Mandatory Price Control: When creating or changing a material master record, determines whether the price control indicator defined for the material type appears as a default value (no indicator set) or as a fixed value (set indicator).
• User department: set which views can be created when creating material master data of this material type.
After setting the material type, return to the previous interface and enter as follows:
set the value update and quantity update of the material type
to set the value update and quantity update of this material type in the evaluation of Z755, that is, the material of this material type needs to be valued in the warehouse and quantity management.
Configuration 2
External: If checked, it means that the number is given externally, that is, the material code needs to be manually entered when creating master data. If it is not checked, the system will automatically give the number.
Save it, return to the previous interface, click "Interval" to display the following 01 established
Return to the previous interface, as follows
The following ROH has been assigned to the number segment of group 1
2. Define the material status
Conceptual and Functional Description
The item status determines how the item is handled in different applications and business transactions such as Purchasing, MRP, and BOM. Material status allows the user to restrict the use of selected materials in different business applications. The status can be set in the relevant master record for each material. If a material status has been set for the material, the SAP system issues warning or error messages (according to the properties of the status) when the material is used. In the basic data view, it is possible to enter material status across plants. This status can then be applied to all plants. For example, material status can be specified on a plant-specific basis in the purchasing or MRP views.
Business example Set the material status A configuration steps
that are prohibited from purchasing. If the above purchase information is set to B, it means that the purchase is not allowed. If it is set to A, the system will issue a warning message if the purchase is made, but the purchase can still be made. If this status is assigned to the material master data, the system will report an error when creating a purchase requisition or purchase order for the material. In addition to controlling the procurement business, the above settings can also set corresponding control requirements for bill of materials, material requirements, inventory management, production and other businesses. The setting steps and methods are the same.
Set the location in the material master data as follows.
1. Client level setting, if it is set here, it means that all factories under the company are not allowed to purchase this material.
2. The factory level setting is as follows. This setting will only control the factory to be unable to purchase, and other factories can still purchase if it is not set.
3. Define field selection controls
Concept and function description
When creating material master data, you can define specific fields of material master records as mandatory (must be entered) fields, select input fields (either input or not), and hide other unnecessary fields. Through the field selection control, the above goals can be achieved. The field control in the figure below is applied in the material master data.
Business example
Set the basic data 1 view field "Product Level" of the material master data whose material type is raw material ROH to be mandatory
Configuration steps
Step 1: Firstly, the label of the field of the external material group to be searched is MARA-PRDHA.
Search method: Display any material through MM03, position the cursor on the input box of the external material group field, press F1 and click
this icon to pop up Step 2 of the following interface
: Determine which field selection group this field (MARA-PRDHA) belongs to? Through the following steps, you can query as follows: 2
By sorting the field selection group, it can be found that the fields belonging to group 2 are as follows:
Step 3: Specify that the "required input" setting of this field will only work for the material type ROH (raw material).
First determine what is the field reference for the material type to be ROH?
The field reference of the material type ROH is queried as ROH.
Step 4: Set group 2, and the
field reference is ROH. The field "Product Hierarchy" (MARA-PRDHA) is a required field
4. Define the material group
Concept and function description
Material group: It is a key field of material master data in SAP, which belongs to the level of unorganized organization, and it is used in purchasing information records, purchase orders, etc. When creating a purchase order, when the material number is entered, the material group is automatically brought out; when there is no material number but text is entered (such as assets, order purchases, etc.), the material group needs to be manually set.
Both material group and product group classify materials, but there is a difference between the two. Material group is used for internal management, and the classification is relatively fine; while product group is mainly used for the classification of goods sold to customers, and the classification is relatively coarse. The material group is only the key field of the master data, and the product group is the organizational structure object of the SD module.
The material group can be bound with the evaluation class, and the automatic bookkeeping can be configured through the evaluation class, so that when the purchase order of the material group needs to be manually entered in the text type, the general ledger account can be automatically driven.
Business example
Configure a small household appliance material group Z001
Configuration step
AGrp: Permission group can enable users to protect access to specific objects, generally not set.
DUW: preset the unit of weight in the material master record
Save to complete the material group setting.
1. Define the material type
Concept and function description
Material type is a way to group materials, and each type of material has the same basic attributes, such as raw materials, semi-finished products and finished products. When creating a material master record, assign the material to a material type. The material type belongs to the general data of the material. Controls the vital processes of each application. For example, in the customization of production plan (PP), you can specify the material type for your company according to the purpose, and then allow or prohibit the creation of BOM and routing for the material type.
Among other things, the selected material type controls the following:
• Whether the material is used for a specific purpose
• Whether material numbers are assigned internally or externally
• Number range intervals at which material numbers are assigned
• Which screens are displayed when maintaining material master data And the display order
• User department data that can be entered
• Purchase types that materials can have.
Configuration logic: Firstly, the fields are packaged and grouped, and the influencing factors are packaged and grouped by field reference, and then field display is controlled by field selection group and field reference. Hidden, must lose, SAP official analysis is as follows:
Business example
Define the material type of raw material ROH and its number range
Configuration steps
Configuration 1
If you need to create a new material type, generally you cannot use the new entry, you can only use the copy method, the specific steps are:
- Copy with reference to the existing material type, but do not modify the attribute value of the item detail;
- Modify the newly created material type to meet your own needs.
If you want to create a new material type of raw material, you can copy it to create it, and then modify its configuration to meet business requirements.
The following system configures the material type ROH as an example to illustrate the configuration.
The field functions in the above figure are as follows:
• Field reference: When maintaining the material master record, the field reference determines whether to set the field selection group as hidden, displayed, or required for each field selection group input or optional input.
• Screen Reference: Material Type: When maintaining a material master record, the material type grouping of the displayed screen is determined according to the material type. Also determines the order in which the screens appear.
• Privilege Group: Access to specific objects can be protected. To perform a specific activity, a combination of activity and Privilege Group is required. If no authorization group is entered, specific authorization checks are not performed for materials of this material type.
• Unchecked External Number Assignment: For external number assignments, this indicator tells the system that this material type does not check the material numbers entered on the screen against number ranges. In this case, the assigned item number must contain at least one letter and not only numbers. In this way, no coding range is allocated for this material type.
• Cross-Plant Material Status: Restrict the usability of the material in all plants, ie define whether a warning or error message is displayed if the material is included in a special function. (For details on how to set the status, see 2 below: Explanation of configuring material status)
Indicate whether the material can be used in the following areas of all factories: material management (for example, in purchasing and inventory management), production planning and control factories, warehouse management, Use quantity structures for costing. If a value is set here, then this value will be brought out as the default value when creating the material master data of this type, as shown below:
• Item Category Group: It is to set the default Item Category Groups (Item Category Groups) for sales items Category Confirmation, Schedule Line Category Confirmation, Delivery Item Category Confirmation.
If the default value is set, when creating the material master data of this material type, this set value will be brought to the corresponding field of the material master data, as shown below.
• Quantity Structure: This indicator determines whether costing with or without quantity structure is used to calculate the material costs.
Usage Scenarios
If you usually use costing with quantity structure to calculate material costs, turn on this indicator.
Do not activate this indicator if you usually calculate material costs using costing without quantity structure.
• External Purchase Order: Define whether external procurement is allowed for this material type.
• Internal Purchase Order: Define whether internal production is allowed for this material type.
• Account classification reference: used to set the applicable valuation class of the accounting view, related to automatic bookkeeping, when maintaining accounting data in the material master record, the system is used to check whether the entered valuation classification group is allowed.
• Mandatory Price Control: When creating or changing a material master record, determines whether the price control indicator defined for the material type appears as a default value (no indicator set) or as a fixed value (set indicator).
• User department: set which views can be created when creating material master data of this material type.
After setting the material type, return to the previous interface and enter as follows:
set the value update and quantity update of the material type
to set the value update and quantity update of this material type in the evaluation of Z755, that is, the material of this material type needs to be valued in the warehouse and quantity management.
Configuration 2
External: If checked, it means that the number is given externally, that is, the material code needs to be manually entered when creating master data. If it is not checked, the system will automatically give the number.
Save it, return to the previous interface, click "Interval" to display the following 01 established
Return to the previous interface, as follows
The following ROH has been assigned to the number segment of group 1
2. Define the material status
Conceptual and Functional Description
The item status determines how the item is handled in different applications and business transactions such as Purchasing, MRP, and BOM. Material status allows the user to restrict the use of selected materials in different business applications. The status can be set in the relevant master record for each material. If a material status has been set for the material, the SAP system issues warning or error messages (according to the properties of the status) when the material is used. In the basic data view, it is possible to enter material status across plants. This status can then be applied to all plants. For example, material status can be specified on a plant-specific basis in the purchasing or MRP views.
Business example Set the material status A configuration steps
that are prohibited from purchasing. If the above purchase information is set to B, it means that the purchase is not allowed. If it is set to A, the system will issue a warning message if the purchase is made, but the purchase can still be made. If this status is assigned to the material master data, the system will report an error when creating a purchase requisition or purchase order for the material. In addition to controlling the procurement business, the above settings can also set corresponding control requirements for bill of materials, material requirements, inventory management, production and other businesses. The setting steps and methods are the same.
Set the location in the material master data as follows.
1. Client level setting, if it is set here, it means that all factories under the company are not allowed to purchase this material.
2. The factory level setting is as follows. This setting will only control the factory to be unable to purchase, and other factories can still purchase if it is not set.
3. Define field selection controls
Concept and function description
When creating material master data, you can define specific fields of material master records as mandatory (must be entered) fields, select input fields (either input or not), and hide other unnecessary fields. Through the field selection control, the above goals can be achieved. The field control in the figure below is applied in the material master data.
Business example
Set the basic data 1 view field "Product Level" of the material master data whose material type is raw material ROH to be mandatory
Configuration steps
Step 1: Firstly, the label of the field of the external material group to be searched is MARA-PRDHA.
Search method: Display any material through MM03, position the cursor on the input box of the external material group field, press F1 and click
this icon to pop up Step 2 of the following interface
: Determine which field selection group this field (MARA-PRDHA) belongs to? Through the following steps, you can query as follows: 2
By sorting the field selection group, it can be found that the fields belonging to group 2 are as follows:
Step 3: Specify that the "required input" setting of this field will only work for the material type ROH (raw material).
First determine what is the field reference for the material type to be ROH?
The field reference of the material type ROH is queried as ROH.
Step 4: Set group 2, and the
field reference is ROH. The field "Product Hierarchy" (MARA-PRDHA) is a required field
4. Define the material group
Concept and function description
Material group: It is a key field of material master data in SAP, which belongs to the level of unorganized organization, and it is used in purchasing information records, purchase orders, etc. When creating a purchase order, when the material number is entered, the material group is automatically brought out; when there is no material number but text is entered (such as assets, order purchases, etc.), the material group needs to be manually set.
Both material group and product group classify materials, but there is a difference between the two. Material group is used for internal management, and the classification is relatively fine; while product group is mainly used for the classification of goods sold to customers, and the classification is relatively coarse. The material group is only the key field of the master data, and the product group is the organizational structure object of the SD module.
The material group can be bound with the evaluation class, and the automatic bookkeeping can be configured through the evaluation class, so that when the purchase order of the material group needs to be manually entered in the text type, the general ledger account can be automatically driven.
Business example
Configure a small household appliance material group Z001
Configuration step
AGrp: Permission group can enable users to protect access to specific objects, generally not set.
DUW: preset the unit of weight in the material master record
Save to complete the material group setting.