SAP Master Data Governance on SAP S4HANA V18

UNIT 6 MDG Mass Processing and Consolidation Lesson 1 Explaining MDG Mass Processing 406 Exercise 14: Perform Typical Mass Update Processes for Material Maste...

UNIT 6 MDG Mass Processing and Consolidation Lesson 1 Explaining MDG Mass Processing 406 Exercise 14: Perform Typical Mass Update Processes for Material Master Data Records 421 Lesson 2 Explaining MDG Consolidation 435 Exercise 15: Perform an MDG Consolidation for Business Partners 461 UNIT OBJECTIVES Explain MDG mass processing Explain MDG consolidation © Copyright. All rights reserved. 405  Unit 6 Lesson 1 Explaining MDG Mass Processing LESSON OBJECTIVES After completing this lesson, you will be able to: Explain MDG mass processing MDG Mass Processing: Overview Figure 344: MDG Mass Processing: Overview SAP Master Data Governance - Mass Processing is an effective process to execute mass changes for attributes. Business value Highly effective data processing option for master data specialists. Efficiently edit individual fields or make bulk changes by using a tabular UI with the ability to filter and sort data. Confidence and transparency when changing large volumes of data through statistics, change indicators and ability to validate prior to activating changes. Packaging, queuing, and parallelization contribute to enhanced performance even when processing large volumes of data. Upload changed records from CSV or Excel file to incorporate offline processing and other information sources. 406 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing Background execution enables users to close the application while processing continues. Users can check the status or proceed with their work later. Mass Processing with MDG on SAP S/4HANA 1809 Domain Coverage and Choice of Governance Domain Coverage and Choice of Governance Domains Business Partner, including customer and vendor* Business Partner Relationships* Material Master* Custom Objects** Choice of Governance Option Can be used with or without central governance. Choice: activation with change request. Choice: use of MDG, central governance validations * For detailed information about the coverage on table-level, see IMG activity “Configure Process Models”. Extensibility is supported. ** Based on single database table, MDG active area (flex) not supported. Process Flow of MDG Mass Processing Figure 345: Process Flow of MDG Mass Processing Animation: Process Flow of MDG Mass Processing For more information on Process Flow of MDG Mass Processing, please view the animation in the lesson Explaining MDG Mass Processing, online in the SAP Learning Hub. Start the mass processing application from the SAP Fiori Launchpad or the MDG central governance home page. Further explanations about the steps: Scope Describe the scope of your change by choosing the fields that you want to change. Selection © Copyright. All rights reserved. 407 Unit 6: MDG Mass Processing and Consolidation Enter search criteria to select the master data objects that you want to change. The system copies the data to a staging area for processing. Edit Edit the data using a tabular UI by changing single or multiple fields at a time. Verify your changes based on statistical information provided by the system. Validation The system checks the validity of the data in the background. Verify the validation results and correct the data if necessary. Activation The activation releases your changes from the staging area, so that the updated data is used in business processes. Start Mass Processing Figure 347: Start Mass Processing In the Start Mass Processing, you have to enter the following data: Description of the process. Process Template. Import file with changed data. Supported formats: - Comma separated values (CSV). - Office Open XML spreadsheet (XLSX). Animation: Start Mass Processing For more information on Start Mass Processing, please view the animation in the lesson Explaining MDG Mass Processing, online in the SAP Learning Hub. 408 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing Step: Scope Figure 349: Process Flow of MDG Mass Processing, Scope Step Information about the Scope step: Predefined scope can be stored/selected as Configuration. Scope is also freely adjustable. Choose fields, using search help (description and technical name). For file upload, Scope is derived from file and can be extended. Animation: Process Flow of MDG Mass Processing, Scope Step For more information on Process Flow of MDG Mass Processing, Scope Step, please view the animation in the lesson Explaining MDG Mass Processing, online in the SAP Learning Hub. © Copyright. All rights reserved. 409 Unit 6: MDG Mass Processing and Consolidation Selection Step Figure 351: Process Flow of MDG Mass Processing, Step Selection Information about the Selection step: Select objects using search criteria. All scope fields automatically added. Key fields from affected tables are automatically added. For file upload, Selection is defined by file and cannot be changed, step Selection is not visible. Data is copied to process tables for staging. Objects that are already included in another mass process or are target records in a consolidation process cannot be selected. 410 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing Edit Step Figure 352: Process Flow of MDG Mass Processing, Step: Edit 1/4 Information about the Edit step: Edit in a tabular UI - overview table, plus tables defined by scope. Edit individual fields or apply changes to multiple fields. Filter and sort data. You can save your work and resume it at any time Figure 353: Process Flow of MDG Mass Processing, Step: Edit 2/4 Here you can enter the following: Filter and sort data. © Copyright. All rights reserved. 411 Unit 6: MDG Mass Processing and Consolidation Replace values. Animation: Process Flow of MDG Mass Processing, Step: Edit 2/4 For more information on Process Flow of MDG Mass Processing, Step: Edit 2/4, please view the animation in the lesson Explaining MDG Mass Processing, online in the SAP Learning Hub. Figure 355: Process Flow of MDG Mass Processing, Step: Edit 3/4 Now you can enter: Changed data indicator per table row. Display of old and new value. Animation: Process Flow of MDG Mass Processing, Step: Edit 3/4 For more information on Process Flow of MDG Mass Processing, Step: Edit 3/4, please view the animation in the lesson Explaining MDG Mass Processing, online in the SAP Learning Hub. 412 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing Figure 357: Process Flow of MDG Mass Processing, Step: Edit 4/4 In the last screens of the edit step you can: Verify your changes based on statistical information. Navigation to changed/unchanged data. Validation Step Figure 358: Process Flow of MDG Mass Processing, Step: Validation In the Validation step, you: Perform a validation of the changed data. Integration of rule engine (BRFplus). Consider MDG Central Governance checks (BRFplus, BAdI). © Copyright. All rights reserved. 413 Unit 6: MDG Mass Processing and Consolidation Drill-down into step result data from chart view. Activation Step Figure 359: Process Flow of MDG Mass Processing, Step: Activation In the Activation step, you: Activate the changed data, so it goes into effect for relevant business processes. General Functions of MDG Mass Processing Figure 360: General Functions of MDG Mass Processing The figure shows the entry screen for accessing the general functions: Remove records / split process. If a process is stopped for review, you can: Remove records from process, for example, records with errors, into separate process for later processing. 414 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing Also available as a separate process step is to automatically remove exception records in the background. Mass Processing: General Functions: Audit Trail Figure 361: General Functions: Audit Trail The figure shows the entry screen of the general function: Audit trail. Some facts: All activities on process-level are tracked (For example, change of configuration, continue the process, roll-back the process). Audit trail can be displayed in the process UI. © Copyright. All rights reserved. 415 Unit 6: MDG Mass Processing and Consolidation Generic Functions: Worklist Figure 362: Generic Functions: Worklist The figure shows the entry screen of the generic function in SAP Master Data Governance - Mass Processing: Worklist. The worklist offers: Overview of all processes in various states. Navigation to process details. Ability to create and delete processes. Process monitoring, for example, of long running activation of process with high volume of data. 416 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing General Functions: Importing a File with changes Figure 363: General Functions: Importing a File With Changes The figure shows the entry screen of the general function in SAP Master Data Governance - Mass Processing: Importing a file with changes. Change data by uploading a file in CSV or Office Open XML (XLSX) format with the following data: Which master data objects are updated. Which tables and fields to update. The respective values. You can also add and delete rows of tables that support this operation. The first line in the file defines the columns: - (For example: BUT000- NAME_ORG1 or MARC-DISPO) XLSX - can contain one single worksheet (table) or multiple worksheets: Single worksheet: the content must be structured as specified for CSV. Multiple worksheets: you can organize the content, for example, one worksheet for each table. You can use the Export Master Data app to check the file format required for upload. For detailed information, see documentation on SAP Help Portal or Web Assistant. © Copyright. All rights reserved. 417 Unit 6: MDG Mass Processing and Consolidation MDG Mass Processing: Additional Apps Figure 364: MDG Mass Processing: Additional Apps: Export Master Data The figure shows an additional app for mass processing: Export Master Data. Facts about this app: Export app can be used to download master data into spreadsheet format. Fields to be exported can be defined (scope). Records to be exported can be selected. File can be used to make offline changes. Load the changed file into a new mass process and apply the changes. 418 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing Track Mass Changes Figure 365: MDG Mass Processing: Additional Apps: Track Mass Changes The figure shows an additional app for mass processing: Track Mass Changes. Facts about this app: Auditing of active area change documents triggered by a consolidation process. Select changes using object ID (Business Partner number, material number), process ID, or change date. © Copyright. All rights reserved. 419 Unit 6: MDG Mass Processing and Consolidation 420 © Copyright. All rights reserved.  Unit 6 Exercise 14 Perform Typical Mass Update Processes for Material Master Data Records Simulation: Perform Typical Mass Update Processes for Material Master Data Records For more information on Perform Typical Mass Update Processes for Material Master Data Records, please view the simulation in the lesson Explaining MDG Mass Processing online in the SAP Learning Hub. Business Scenario After completing this exercise, you will be able to complete the following task: Update material using mass processing. You are an MDG specialist for mass processing. Your task is to update multiple materials. The material data has already been imported with a consolidation process. It now needs to be updated. Note: In this exercise, when the values include ##, replace the characters with the number that your instructor assigned you. In MDG you can work with the SAP NetWeaver Business Client (NWBC) or via the SAP Fiori launchpad. Task 1: Create a New Mass Processing Request with Scope Definition and Selection 1. Create your new process. Use the following information: Tile: Manage Mass Processes - Products Description: Material Mass Processing Group ## 2. Perform the preparation steps using Step Configuration (Scope). Use the following information: Table 16: New Fields Based on Field Value Old Material Number MARA-BISMT Laboratory/Design Office MARA-LABOR © Copyright. All rights reserved. 421 Unit 6: MDG Mass Processing and Consolidation Based on Field Value Material MAKT-MAKTX Table 17: Dimensions Field Value Height MARM-HOEHE Length MARM-LAENG Unit of Dimension for Length/Width/Height MARM-MEABM 3. Perform the selection of materials to be updated in the process. Use the following information: Field Select Value Material Number contains T-FL*A## Language Key equal to EN Alternative Unit of Measure equal to EA for Stockkeeping Unit Task 2: Edit Your Material 1. Replace Lab/Office values with your own values. Use the following information: Values for G## 2. Update the description. Use the following information: Filter: for objects starting with C Text: append new G## 3. Specify the dimensions. Use the following information: Dimensions: Height= 14, Length = 10, and unit of dimension: meter (M) 4. Check the changes in the overview page and retrieve them from the list of updated records. Task 3: Validate, Filter and Remove, and Activate Changed Material Records 1. Verify that the data quality is sufficient to activate the update of the material. 2. Check if you receive errors or a warning. If not, you can proceed without losing changes. However, if yes, filter and remove some records. 3. Use the Remove tool to remove insufficient records. 4. In the SAP back-end system, check the changes and verify the updated Labor. 422 © Copyright. All rights reserved.  Unit 6 Solution 14 Perform Typical Mass Update Processes for Material Master Data Records Simulation: Perform Typical Mass Update Processes for Material Master Data Records For more information on Perform Typical Mass Update Processes for Material Master Data Records, please view the simulation in the lesson Explaining MDG Mass Processing online in the SAP Learning Hub. Business Scenario After completing this exercise, you will be able to complete the following task: Update material using mass processing. You are an MDG specialist for mass processing. Your task is to update multiple materials. The material data has already been imported with a consolidation process. It now needs to be updated. Note: In this exercise, when the values include ##, replace the characters with the number that your instructor assigned you. In MDG you can work with the SAP NetWeaver Business Client (NWBC) or via the SAP Fiori launchpad. Task 1: Create a New Mass Processing Request with Scope Definition and Selection 1. Create your new process. Use the following information: Tile: Manage Mass Processes - Products Description: Material Mass Processing Group ## a) Open the SAP Fiori launchpad and go to the Mass Processing for Product Master tile group and choose the Manage Mass Processes- Products application. © Copyright. All rights reserved. 423 Unit 6: MDG Mass Processing and Consolidation b) Choose Create Process and enter the description provided above. c) To start it, Save the process. 2. Perform the preparation steps using Step Configuration (Scope). Use the following information: Table 16: New Fields Based on Field Value Old Material Number MARA-BISMT Laboratory/Design Office MARA-LABOR Material MAKT-MAKTX Table 17: Dimensions Field Value Height MARM-HOEHE Length MARM-LAENG Unit of Dimension for Length/Width/Height MARM-MEABM 424 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing a) Select the Adjust link next to the configuration field. b) Use the F4 input help for field Fields in Scope. Select the following values: Table 18: New Fields Based on Field Value Old Material Number MARA-BISMT Laboratory/Design Office MARA-LABOR Material MAKT-MAKTX Table 19: Dimensions Field Value Height MARM-HOEHE Length MARM-LAENG Unit of Dimension for Length/Width/ MARM-MEABM Height c) Choose Continue. 3. Perform the selection of materials to be updated in the process. Use the following information: Field Select Value Material Number contains T-FL*A## Language Key equal to EN Alternative Unit of Measure equal to EA for Stockkeeping Unit a) Remove the following fields as highlighted in the figure: © Copyright. All rights reserved. 425 Unit 6: MDG Mass Processing and Consolidation Material description (MAKT-MAKTX) Old material number (MARA-BISMT) Laboratory/design office (MARA-LABOR) Height (MARM-HOEHE) Length (MARM-LAENG) Unit of Dimensions for LengthWidth/Height (MARM-MEABM) b) Enter the data from the table. c) To continue, choose Start. d) Choose Edit Records. 426 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing Note: Only select your material object. Otherwise, you may choose your neighbours' objects. Task 2: Edit Your Material 1. Replace Lab/Office values with your own values. Use the following information: Values for G## a) Switch to Basic Data. b) Select the lines containing no values or values starting with 0 in the Lab/Office field. c) Choose Replace Values to replace the Lab/Office values. d) Use the F4 input help to find your group value G##. © Copyright. All rights reserved. 427 Unit 6: MDG Mass Processing and Consolidation e) Select your group value G## from the hit list and choose Replace. 2. Update the description. Use the following information: Filter: for objects starting with C Text: append new G## a) Switch to Description. b) Use the Filter feature to select only the objects starting with a C*. Choose OK. c) Update the Description using the data provided in this step above. 428 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing 3. Specify the dimensions. Use the following information: Dimensions: Height= 14, Length = 10, and unit of dimension: meter (M) a) Switch to Dimensions. b) Select all products and choose Replace Values. c) Enter the given values from above for Height and Length. Also, specify the Unit of dimension for length/width/height in meters (M). © Copyright. All rights reserved. 429 Unit 6: MDG Mass Processing and Consolidation 4. Check the changes in the overview page and retrieve them from the list of updated records. a) Change back to the Overview tab. b) In column Details choose Changes for each material to retrieve and check the changes. Task 3: Validate, Filter and Remove, and Activate Changed Material Records 1. Verify that the data quality is sufficient to activate the update of the material. a) Choose the Return button left from the SAP logo. b) Choose Continue to perform a validation. 430 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing 2. Check if you receive errors or a warning. If not, you can proceed without losing changes. However, if yes, filter and remove some records. a) Check the warnings in the Mass Maintenance. 3. Use the Remove tool to remove insufficient records. a) To remove the insufficient records, select the orange-colored warnings and use Remove Records. Continue the processing to activate the good records. Wait until the process is fully completed and all the records are updated. © Copyright. All rights reserved. 431 Unit 6: MDG Mass Processing and Consolidation b) In the pop-up select Only remove the records and choose OK. c) Choose Continue. 4. In the SAP back-end system, check the changes and verify the updated Labor. a) Log on to the SAP back-end system. Use transaction SE17.to check the changes in table MARA. b) As Table Name enter MARA and press Enter. c) Enter the material number T-FL*A##. d) Scroll down until you find the LABOR field and select the Output flag for the field. 432 © Copyright. All rights reserved.  Lesson: Explaining MDG Mass Processing e) Choose OK. © Copyright. All rights reserved. 433 Unit 6: MDG Mass Processing and Consolidation LESSON SUMMARY You should now be able to: Explain MDG mass processing 434 © Copyright. All rights reserved.  Unit 6 Lesson 2 Explaining MDG Consolidation LESSON OBJECTIVES After completing this lesson, you will be able to: Explain MDG consolidation MDG Consolidation: Overview Figure 367: MDG Consolidation: Overview The figure illustrates typical approaches to master data management. All typical approaches are supported: central governance with distribution, decentralized ownership with consolidation, data quality monitoring with remediation. These are typical approaches: 1st approach: SAP Master Data Governance - central governance Create master data in line with business processes (such as integrated product development or supplier management). 2nd approach: SAP Master Data Governance - data quality management Manage master data quality by defining, enforcing, monitoring, and improving quality. This lesson is related to SAP Master data Governance - consolidation Consolidate master data into a single view for accurate analytics and operational insight (continuously or on request, such as for initial load or mergers and acquisitions) © Copyright. All rights reserved. 435 Unit 6: MDG Mass Processing and Consolidation One Single Application for Enterprise Master Data Management Figure 368: One Single Application for Enterprise Master Data Management Animation: One Single Application for Enterprise Master Data Management For more information on One Single Application for Enterprise Master Data Management, please view the animation in the lesson Explaining MDG Consolidation, online in the SAP Learning Hub. The figure illustrates the approach of “One single application for enterprise master data management”. The following list explains use cases: Continuous consolidation for analytical purposes Ensure data consistency via consolidation for analytical use cases, for example: global spend reporting. Consolidation for initial load before central governance Ensure data correctness and accuracy via consolidation run before starting central governance. Consolidation for M&A Ensure data consistency via consolidation runs every time it comes to Mergers/ Acquisitions process while continuously running central governance. Central governance only Ensure clean data at the point of creation or change. Coexistence hybrid approach Deliberately keep some parts under local ownership with continuous consolidation and some parts under central governance. Domain Coverage and Choice of Governance Consolidation with MDG on SAP S/4HANA 1809: Domain Coverage and Choice of Governance: 436 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Domains Business Partner, including customer and vendor*. Business Partner Relationships*. Material Master*. Custom Objects**. Choice of Governance Option Can be used with or without central governance. Choice: activation with change request. Choice: use of MDG, central governance validations. * For detailed information about the coverage on table-level, see IMG activity “Configure Process Models”. Extensibility is supported. ** Based on single database table, MDG active area (flex) not supported. Consolidation of Source Records Figure 370: Consolidation of Source Records, Process Flow The figure illustrates the process flow in master data consolidation of source records. Further information: Data Load Import data from file. Use csv or xlsx file format to upload source records. External load using Business Partner SOAP service. Initial Check View loaded data and check data quality based on back end customizing or own BRFplus rules. Validate against Central Governance checks (BAdI, BRFplus). Standardize Validate and enrich data (For example: address validation). Usage of BRFplus for own standardization and enrichment capabilities. Match © Copyright. All rights reserved. 437 Unit 6: MDG Mass Processing and Consolidation Find duplicates based on matching rules. Review match result. Calculate Best Record Create Best Records based on approved match groups. Review best record calculation result. Validate Validate best records against back end customizing to verify whether records can be activated. Validate against Central Governance checks (BAdI, BRFplus). Activate Activate consolidated master data for analytical or operational use. Option to activate directly, or indirectly triggering post processing using central governance. Data Load Figure 371: Consolidation of Source Records: Data Load To perform the master data consolidation of source records, the data load, the Import App (see screenshot) is used. The following functions are offered: Import App Upload data in CSV or Open Office XML format. Checks for conflicts in source data tables. Option to start consolidation process directly. 438 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Manage import app. Other Import Options Use any ETL tool to fill source tables for consolidation (For Example: SAP Smart Data Integration). Use Business Partner service to fill source tables and create a consolidation process. Initial Check/Validation Figure 372: Consolidation of Source Records: Initial Check/Validation The figure illustrates the position of the step: Initial Check/Validation within the master data consolidation of source records. Further details: Initial Check Check correctness of loaded records: Validation of records against back end customizing to verify whether records can be activated (in combination with central governance validation also against BAdI and BRFplus checks). Process-step specific KPI's visualized: status of loaded Single Records. Standardize Data Figure 373: Consolidation of Source Records: Standardize Data The figure illustrates the position of the step: Standardize data within the master data consolidation of source records. © Copyright. All rights reserved. 439 Unit 6: MDG Mass Processing and Consolidation SAP HANA smart data quality (Business Partner model only) transforms data to common format to enable matching. Includes out-of-the-box address validation and address standardization. For non-SAP HANA-based standardization options are possible: SAP Data Services, called using BAS interface (Business Partner model only). Standardization using BRFplus. Process-step specific KPI's visualized. Matching Data Figure 374: Consolidation of Source Records: Matching Data The figure illustrates the position of the step: Matching data within the master data consolidation of source records. SAP HANA Fuzzy Search ensures high detection quality in search and matching based on customer-specific rule sets SAP HANA smart data quality (Business Partner model only) provides batch matching features to identify duplicate data For non HANA-based matching options are possible: SAP Data Services, called using BAS interface (Business Partner model only) Simple database matching (Material model only) 440 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Match Review Figure 375: Consolidation of Source Records: Match Review The figure illustrates the position of the function: Match review within the step: Matching data within the master data consolidation of source records. Match review is used to verify the correctness of identified duplicates and provide the appropriate match groups for subsequent calculation of best record: Approve or reject match group. Delete or split single or multiple records. Calculating the Best Record Figure 376: Consolidation of Source Records: Calculating the Best Record The figure illustrates the position of the step: Calculating the best record within the master data consolidation of source records. Create best record according to survivorship rules: Survivorship rule types on table level: source system reliability, recency, BRFplus. Survivorship rule types on field level: completeness. Process-step specific KPIs are visualized. © Copyright. All rights reserved. 441 Unit 6: MDG Mass Processing and Consolidation Validating Data Figure 377: Consolidation of Source Records: Validating Data The figure illustrates the position of the step: Validating data within the master data consolidation of source records. Check correctness of new, best, and updated records: Validation of records against back end customizing to verify whether records can be activated - in combination with central governance validation also against BAdI and BRFplus checks. Process-step specific KPI's visualized: status of new single records, new best records, and status of updates. Activating Data Figure 378: Consolidation of Source Records: Activating Data The figure illustrates the position of the step: Activating data within the master data consolidation of source records. Provide consolidated data for analytical or operational use, or initiate governance. Activation type can be flexibly configured: 442 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Direct activation - typically for analytical use cases or correct records during initial load. Activation initiating central governance with change request - typically for incorrect records to be corrected using change request. No Activation - typically for incorrect records to be corrected and loaded again. Consolidation of Active Records Figure 379: Consolidation of Active Records: Process Flow The figure illustrates the process flow within the master data consolidation of active records. The following is further information about the steps: Select Enter search criteria to select the master data objects that you want to check against duplicates. Match Find duplicates based on matching rules. Review match result Calculate Best Record Create Best Records based on approved match groups. Review best record calculation result. Validate Validate best records against back end customizing to verify whether records can be activated. Activate Activate the data and adapt the duplicate records according to the process strategy. In general the steps are similar to the use case Consolidation of Source Records. Animation: Consolidation of Active Records: Process Flow For more information on Consolidation of Active Records: Process Flow, please view the animation in the lesson Explaining MDG Consolidation, online in the SAP Learning Hub. © Copyright. All rights reserved. 443 Unit 6: MDG Mass Processing and Consolidation Process Goal and Strategies Figure 381: Consolidation of Active Records: Process Goal and Strategies The figure illustrates the entry screen of master data consolidation of active records: entering the Process Goal and Strategies. A new process goal: Consolidation of Active Records is available. Animation: Consolidation of Active Records: Process Goal and Strategies For more information on Consolidation of Active Records: Process Goal and Strategies, please view the animation in the lesson Explaining MDG Consolidation, online in the SAP Learning Hub. Strategies for Consolidation of active records (as part of the process template) are: Improve best record: - Define which record will be improved. - Relationship is replaced by is created for the best record and each duplicate record. - Optional (by customer enhancement): Set flag for duplicate records (For example, central block). Remove duplicates: - Set archiving flag/deletion flag on MDG Hub side for each duplicate record. - Move key mapping(s) from duplicate records to the best record. 444 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Strategy: Improve Best Record Figure 383: Consolidation of Active Records: Strategy: Improve Best Record The figure illustrates the Strategy: Improve Best Record within the master data consolidation of active records. Automatic creation of a Business Partner Relationship between detected duplicates. Key mapping will be kept between hub system and client systems. Animation: Consolidation of Active Records: Strategy: Improve Best Record For more information on Consolidation of Active Records: Strategy: Improve Best Record, please view the animation in the lesson Explaining MDG Consolidation, online in the SAP Learning Hub. Remove Duplicates Figure 385: Consolidation of Active Records: Remove Duplicates The figure illustrates the step: Remove Duplicates within the master data consolidation of active records. © Copyright. All rights reserved. 445 Unit 6: MDG Mass Processing and Consolidation Automatic set of archiving/deletion flag for the duplicate. Key mapping will be redirected from the duplicate. Selection Figure 386: Consolidation of Active Records: Selection The figure illustrates the step Selection within the master data consolidation of active records. Possibility to do a full database scan and search for duplicates. Select a subset of active records and search for duplicates. Match Review and Match Decision Figure 387: Consolidation of Active Records: Match Review and Match Decision 446 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation The figure illustrates the step Match Review and Match Decision within the master data consolidation of active records. Facts about this step: The match decision on match group and record level is stored and used in subsequent Consolidate Active Records processes. The match review UI provides the following information: - Groups already defined in previous processes with best record decision. - Rejected records. - Previous duplicate strategy: Match (Improve Best). Improve (Improve All). MDG Consolidation: General Functions Figure 388: MDG Consolidation: General Functions: Worklist with all Consolidation Processes The figure shows the worklist with all consolidation processes within the general functions. It contains: Overview of all processes including status. Navigation to process details. Ability to create and delete processes. Filter capabilities. Process monitoring, for example, for long running activation of process with high volume of data. © Copyright. All rights reserved. 447 Unit 6: MDG Mass Processing and Consolidation Process UI to Track the Process Figure 389: MDG Consolidation: General Functions: Process UI to Track the Process The figure illustrates the process UI to track the process within the general functions. Capabilities are: Show the progress of a consolidation process. See results for each process steps in a chart or table view. Drill-down into results. Show Data of all Tables Figure 390: MDG Consolidation: General Functions: Show Data of all Tables 448 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation The figure shows the general function to show data of all tables. Capabilities are: Show content of all affected tables in each process step. Navigate between tables using tabs. Show Changes Figure 391: MDG Consolidation: General Functions: Show Changes The figure shows a screenshot of the general function: show changes. Capabilities are: Show all changes of a record. Drill-down into field level information. Available for all related tables. © Copyright. All rights reserved. 449 Unit 6: MDG Mass Processing and Consolidation Rollback Figure 392: MDG Consolidation: General Functions: Rollback The figure illustrates the general function: rollback. Capabilities are: Clear result data after a process step. Rollback to any step in the process. Re-run process steps (possibility to change settings for following steps). Configuration of Steps During Runtime Figure 393: MDG Consolidation: General Functions: Configuration of Steps During Runtime 450 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation The figure illustrates the screen within the general functions to configure steps during runtime. Capabilities are: Step configuration during runtime. Settings from process template can be adjusted. Remove Records / Split Process Figure 394: MDG Consolidation: General Functions: Remove Records / Split Process The figure illustrates the general functions: remove records / split process. If a process is stopped for review, you can: Remove records from process with several options, for example, records with errors put into separate process for later processing. Removal can be triggered from table view or using drill-down from chart view. Also available as separate process step to automatically remove records in the background (Filter and Remove step type: FAR). © Copyright. All rights reserved. 451 Unit 6: MDG Mass Processing and Consolidation Edit Capabilities Figure 395: MDG Consolidation: General Functions: Edit Capabilities The figure illustrates the general function: edit capabilities. Capabilities are: Replace field values for selected records. Clear field values for selected records. Show Messages Figure 396: MDG Consolidation: General Functions: Show Messages The figure illustrates the general function: show messages. 452 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Capabilities are: Show messages for each step. Navigate into affected records. Audit Trail Figure 397: MDG Consolidation: General Functions: Audit Trail The figure illustrates the general function: audit Trail. Capabilities are: All activities on process-level are tracked. Example: change of configuration, continue the process, roll-back the process. Audit trail can be displayed in the process UI. Drill-down into details (For example, match review). © Copyright. All rights reserved. 453 Unit 6: MDG Mass Processing and Consolidation SAP Fiori UI Personalization Figure 398: MDG Consolidation: General Functions: SAP Fiori UI Personalization The figure illustrates the general function: SAP Fiori UI personalization. Capabilities are: Personalization for showing and hiding fields. Define maximum number of hits in table view. This can impact performance. Table views can be saved as variants. Filter and Remove (FAR adapter) Figure 399: MDG Consolidation: General Functions: Filter and Remove (FAR Adapter) The figure illustrates the general function: filter and remove (FAR adapter). 454 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Capabilities are: Automatically removes records or moves records into a new duplicate process: - After matching: move open match groups. - After best record calculation: move specific groups of records. - After validation: move records with warnings or errors. Remaining records can be processed directly. Using Service to Trigger Consolidation Process (Integration Scenario) Figure 400: MDG Consolidation: General Functions: Integration Scenario The figure illustrates the general function: using service to trigger consolidation process (integration scenario). Data from client systems will trigger a consolidation process. Match Review only, if required (open match groups). Activated data will be replicated back into client systems. Using Service to Trigger Consolidation Process (Integration Scenario) - Configuration Figure 401: MDG Consolidation: General Functions: Integration Scenario — Configuration The figure illustrates the general function: using service to trigger consolidation process (integration scenario) - configuration. © Copyright. All rights reserved. 455 Unit 6: MDG Mass Processing and Consolidation Configure Business Partner Service: Define consolidation template (for Creation and Change case). Leave Storage field on Not defined. General Functions: Additional Features General Functions: Additional features are: Review UI for Best Record Calculation. Define upper threshold for Fuzzy matching and matching using BAS adapter. Integration of BRFplus. Retention time. Support of multiple assignments for Business Partner. Key- and value mapping. Enable 4-eyes principle / separation of duties. Enable re-validation function after making changes in validation step. Further information: Review UI for Best Record Calculation Shows how a best record has been built (based on which rules). Possibility to edit calculated data. Delete entries (For example, duplicate addresses). Define upper threshold for Fuzzy matching and matching using BAS adapter Match groups with matches above upper threshold will be approved automatically Match groups with matches below upper threshold are open and have to be approved/rejected manually. Records within open match groups will be processed separately (as single records) Integration of BRFplus Standardization Best Record Calculation. Validation (Central Governance rules can be applied). Update step to change/enrich data (on table level). Retention time Possibility to keep the process data (for a specific time frame) after the last process step for verifications Support of multiple assignments for Business Partner Key- and value mapping 456 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Standardization adapter to transform incoming source data using DRF mapping tables Enable 4-eyes principle / separation of duties Defines who is allowed to continue with the next process step (based on customizing) Enable re-validation function after making changes in validation step After changing the data within the validation step, data can be validated again using an additional validation step: - Multiple re-validation steps are possible. - With rollback functionality it is possible to rollback to a specific validation step. Additional Apps for Consolidation: Import Data for Consolidation Figure 402: Additional Apps for Consolidation: Import Data for Consolidation The figure illustrates additional apps for consolidation: Import Data for Consolidation. This app can be used to import data into the source data. File formats are: Office Open XML, Microsoft Excel or CSV file. Use data packages to divide your records up for organizational purposes. The data is validated and a consolidation process can be started immediately or later. The imported data can be managed using: Manage Imports for Consolidation. Manage Source Data. © Copyright. All rights reserved. 457 Unit 6: MDG Mass Processing and Consolidation MDG Consolidation: Additional Apps Figure 403: Additional Apps for Consolidation: Configure Matching The figure illustrates the additional app for consolidation: Configure Matching. Capabilities are: App to configure matching rules for the new HANA Fuzzy matching adapter. Pre-delivered match configurations for Business Partner and Product. Possibility to create, change, copy, and delete match configurations. Within a match configuration multiple rules can be defined, existing attributes from the model assigned and configured. 458 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation Track Mass Changes Figure 404: MDG Consolidation: Additional Apps: Track Mass Changes The figure illustrates the additional app for consolidation: Track Mass Changes Capabilities are: Auditing of active area change documents triggered by a consolidation process. Select changes using object ID (Business Partner number, material number), process ID, or change date. © Copyright. All rights reserved. 459 Unit 6: MDG Mass Processing and Consolidation 460 © Copyright. All rights reserved.  Unit 6 Exercise 15 Perform an MDG Consolidation for Business Partners Simulation: Perform an MDG Consolidation for Business Partners For more information on Perform an MDG Consolidation for Business Partners, please view the simulation in the lesson Explaining MDG Consolidation online in the SAP Learning Hub. Business Scenario After completing this exercise, you can perform the following tasks: Perform a consolidation process for Business Partners Explain the concepts of consolidation You are an MDG specialist and you want to integrate business partners from an external source. The data is already loaded into the source tables and some of the business partners are already active in your system. However, you need to enrich them with new data. In MDG you can work with the SAP NetWeaver Business Client or SAP Fiori Launchpad. To use consolidation, the SAP Fiori Launchpad and its tiles are mandatory. Use the link from the SAP user menu. Note: In this exercise, when the values include ##, replace the characters with the number that your instructor assigned you. In MDG you can work with the SAP NetWeaver Business Client (NWBC) or via the SAP Fiori launchpad. Note: You have to follow the steps exactly as described in the solution. Otherwise you will not get the same results as described in the solution. Task 1: Create and Standardize with the Consolidation Process for Business Partners 1. Check the business partners that are available with the search term of your logon name (MDG100-##) using transaction BP. Retrieve the list of currently active business partners. 2. From the SAP Fiori launchpad, navigate to the tile Consolidation for Business Partner Data and create a new consolidation process. © Copyright. All rights reserved. 461 Unit 6: MDG Mass Processing and Consolidation Use the following information: Menu path to tile group: Consolidation for Business Partner Data → Manage Consolidation Processes - Business Partners. 3. Initiate a new process. Use the following data: Field Value Description Exercise Consolidation Group ## Process Goal Consolidation of Source Records Process Template SAP: Consolidate BP Data with STD Source Data Choose the data that is relevant for your user After process finished Flag Delete Source Data 4. Check the validation status. 5. Refine the address data with the standardization step. Refining the address data by continued processing is automatically done by SAP HANA smart data quality adapter. The adapter contains features to do the following: Normalize the data (Street to Str.) Refine the data (Neurottstrasse, Walldorf 69123 to Dietmar-Hopp-Allee, Walldorf, 69190) Enrich the data (adding the missing region and city district) Task 2: Review the Matching Groups and Best Record Calculation When the matching takes place, it is necessary to review the match to refine the calculated and suggested match groups. 1. Review the match. 2. Understand the best record calculation and its results. Task 3: Validate and Activate 1. Check the result. 2. Remove records from the process and forward them to a new process with equal settings. 3. Use Audit Trail to see what happened within the process by whom and when. 4. Perform the continuation of the process and activate the updates. 5. In the Business Partner transaction, check the created records of new business partners. Task 4: Solve the Zip Code Issue 1. Open the new generated Process, which includes the record with the 4 digit zip code for Walldorf. Task 5: Activate Change Requests for Business Partners 1. Activate change requests for Business Partners, which failed during consolidation. 462 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation 2. Check the BuPa object created using transaction BP. Task 6: Customize Process Settings for Consolidation 1. Show MDCIMG process settings using transaction MDCIMG. 2. Check what is configured for the activation of a business partner and check what process template is specified. © Copyright. All rights reserved. 463  Unit 6 Solution 15 Perform an MDG Consolidation for Business Partners Simulation: Perform an MDG Consolidation for Business Partners For more information on Perform an MDG Consolidation for Business Partners, please view the simulation in the lesson Explaining MDG Consolidation online in the SAP Learning Hub. Business Scenario After completing this exercise, you can perform the following tasks: Perform a consolidation process for Business Partners Explain the concepts of consolidation You are an MDG specialist and you want to integrate business partners from an external source. The data is already loaded into the source tables and some of the business partners are already active in your system. However, you need to enrich them with new data. In MDG you can work with the SAP NetWeaver Business Client or SAP Fiori Launchpad. To use consolidation, the SAP Fiori Launchpad and its tiles are mandatory. Use the link from the SAP user menu. Note: In this exercise, when the values include ##, replace the characters with the number that your instructor assigned you. In MDG you can work with the SAP NetWeaver Business Client (NWBC) or via the SAP Fiori launchpad. Note: You have to follow the steps exactly as described in the solution. Otherwise you will not get the same results as described in the solution. Task 1: Create and Standardize with the Consolidation Process for Business Partners 1. Check the business partners that are available with the search term of your logon name (MDG100-##) using transaction BP. Retrieve the list of currently active business partners. a) Log on to the back-end system. 464 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation b) Use transaction BP and in the Search term 1 field, enter your logon name. 2. From the SAP Fiori launchpad, navigate to the tile Consolidation for Business Partner Data and create a new consolidation process. Use the following information: Menu path to tile group: Consolidation for Business Partner Data → Manage Consolidation Processes - Business Partners. a) Start the SAP Fiori launchpad and log on. b) To create a new consolidation process, in the SAP Fiori tile for Consolidation for Business Partner, choose the Manage Consolidation Process tile. 3. Initiate a new process. Use the following data: Field Value Description Exercise Consolidation Group ## Process Goal Consolidation of Source Records Process Template SAP: Consolidate BP Data with STD Source Data Choose the data that is relevant for your user After process finished Flag Delete Source Data a) Choose Create Process. b) Enter the details from the table. © Copyright. All rights reserved. 465 Unit 6: MDG Mass Processing and Consolidation c) Select the prepared source data package BPARTNER_##. The imported source data can be viewed in the.xls file provided by your instructor. d) Choose Save. When the process is started, the initial check validates the imported source records. The check can be used to verify the general quality of the data and to decide if you can proceed with that type of process. e) To start the process, choose Start. 4. Check the validation status. a) The validation status is shown in a bar chart with different colors. To receive more information about the errors and warnings, click on the red part of the bar chart and choose Show Details. 466 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation The error and warning messages are in the last column of the table. From there, you can drill down into the detailed message. Note: In Germany the postal code hat 5 digits. A postal code with 4 digits is not allowed. b) Close the pop-up and choose the Back button left of the SAP logo. 5. Refine the address data with the standardization step. Refining the address data by continued processing is automatically done by SAP HANA smart data quality adapter. The adapter contains features to do the following: Normalize the data (Street to Str.) Refine the data (Neurottstrasse, Walldorf 69123 to Dietmar-Hopp-Allee, Walldorf, 69190) Enrich the data (adding the missing region and city district) a) Choose Continue to use the embedded Address directory to automatically check. © Copyright. All rights reserved. 467 Unit 6: MDG Mass Processing and Consolidation b) Match standardized data against existing (active records) and new records (doublettes in the sources). c) To continue the process, choose Continue. Task 2: Review the Matching Groups and Best Record Calculation When the matching takes place, it is necessary to review the match to refine the calculated and suggested match groups. 1. Review the match. a) Choose Match Review. 468 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation b) Verify, that the Group Status is set to Open Match Groups and choose Go. Multiple Active Records SAP Dresden: Two records are merged. c) Approve the group for SAP Dresden. d) Choose Approved Match Groups in the Group Status field and choose Go. e) Choose Undo Approval for München (Munich). f) Change the Group Status back to Open Match Groups and choose Go. g) Choose Reject All for the München Group h) In the group for Walldorf, reject the third line with the 4 digit zip code 6919. © Copyright. All rights reserved. 469 Unit 6: MDG Mass Processing and Consolidation i) Choose the Back button on the left side of the SAP logo. We have the following summary: j) Choose Continue. 2. Understand the best record calculation and its results. a) Choose Show Result to see the best record calculation results. b) The first line shows the result of the best record calculation, with 1 record with both addresses. The second line shows the single record, which was rejected in the match group. 470 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation c) Choose the Back button on the left side of the SAP logo. Task 3: Validate and Activate 1. Check the result. a) Choose Continue to proceed with validation. b) Check the result. Pay special attention to the erroneous records, which cannot be handled by you and need to be forwarded to a specialist. 2. Remove records from the process and forward them to a new process with equal settings. a) In the bar chart, click on the error part and choose Remove Records from the context menu. © Copyright. All rights reserved. 471 Unit 6: MDG Mass Processing and Consolidation b) In the pop up Remove Records from process select Move records to new identical process and choose OK. c) The Related Process pop up appears. Close the window with OK. d) To verify the details, click on the bar New Single Records and New Best Records. Choose the back button on the details screen, to reach the Validation step screen. We now have 2 single records for SAP München left, and we have 3 best records which will lead to 3 new records in the database. 3. Use Audit Trail to see what happened within the process by whom and when. a) Choose Show Audit Trail to verify the steps. 472 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation b) Choose Hide Audit Trail. 4. Perform the continuation of the process and activate the updates. a) Choose Continue. While the process is running, you see the configuration details for the activation step: We have 3 new records created, which were reviewed during the match review step. One matchgroup we rejected and resolved. These single records were moved into a change request for further processing. The two erroneous records were copied into another consolidation process for further processing. 5. In the Business Partner transaction, check the created records of new business partners. a) See the following figure: © Copyright. All rights reserved. 473 Unit 6: MDG Mass Processing and Consolidation There are 3 more business partners. All valid records are activated with consolidation automatically. For all failed records, an MDG change request is initiated. Task 4: Solve the Zip Code Issue 1. Open the new generated Process, which includes the record with the 4 digit zip code for Walldorf. a) Choose the Back button on the left side of the SAP logo b) Click on the process with status Stopped for Review (Validation). c) On the Validation step you can again check the error. Choose Continue. d) The process will be activated. Click on the New Single Records bar. 474 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation e) For the process you will see the Summary of Changes. There you will also see the created Change Request. Click on the Change Request ID number. f) The Change Request opens. On the Overview tab, you will find General Data for the Change Request, as well as the Objects, stored in the Change Request. Clock on Business Partner ID. g) On the Changes tab, you will find the Business Partner ID T-S91D##. Select the line and choose Single Processing. © Copyright. All rights reserved. 475 Unit 6: MDG Mass Processing and Consolidation h) You can now edit the Change Request. Scroll down to the Business Partner Details area and expand the node. Choose Edit. i) Change the Postal Code from 6919 to 69190 and choose Save. j) A warning message will appear on the upper left corner. Choose Check. k) After a successful Check, the warning message disappears. Close the tab in you browser. 476 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation l) Navigate back to your SAP Fiori Launchpad Home Screen and open the Business Partner Governance tile group. Open the Change Requests - Inbox app. There you will find your create Change Request. Task 5: Activate Change Requests for Business Partners 1. Activate change requests for Business Partners, which failed during consolidation. a) In the Change Requests – Inbox application choose your Change Request. b) Choose Finalize Processing. c) Go back to the Change Request - Inbox and choose Refresh. The Change Request status has changed and the final approval is required. © Copyright. All rights reserved. 477 Unit 6: MDG Mass Processing and Consolidation d) Choose again your Change Request and Approve your Change Request. Then Close the window. 2. Check the BuPa object created using transaction BP. Task 6: Customize Process Settings for Consolidation 1. Show MDCIMG process settings using transaction MDCIMG. 478 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation 2. Check what is configured for the activation of a business partner and check what process template is specified. a) Navigate to Configure Process Template → Specify Process Template. b) Check the template settings for SAP_BP_COS. c) Select the line with SAP_BP_COS and choose Process Template Steps from the Process Template tree. Check the process template steps. We use a specific Configuration ID for the activation step. d) Choose Back twice, to reach the MDCIMG welcome screen. e) Choose Configure Activation → Configure Activation for Business Partner f) Select the line with the Configuration ID ZACT_CR and choose Details to review the specific settings. © Copyright. All rights reserved. 479 Unit 6: MDG Mass Processing and Consolidation g) In the Change View "Master Data Consolidation: Configuration for Activation screen, you can see the activation details. 480 © Copyright. All rights reserved.  Lesson: Explaining MDG Consolidation LESSON SUMMARY You should now be able to: Explain MDG consolidation © Copyright. All rights reserved. 481 Unit 6: MDG Mass Processing and Consolidation 482 © Copyright. All rights reserved.  Unit 6 Learning Assessment 1. Which of the following options are supported? Choose the correct answers. X A Mass processing can be used with SAP MDG central governance. X B Mass processing can be used without SAP MDG central governance. 2. Which of the following consolidation use cases are supported? Choose the correct answers. X A Consolidation of source records X B Consolidation of active records 3. Which technologies / products are supported for the search and match step in BP consolidation? Choose the correct answers. X A SAP S/4HANA Fuzzy Search X B SAP S/4HANA Smart Data Quality X C SAP Data Services X D Simple data base matching © Copyright. All rights reserved. 483 Unit 6: Learning Assessment 484 © Copyright. 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