User Experience Insights
Master Data Migration Relevancy Rules -1- Customers
Purpose: One of the main requirements to migrate master data is to set up migration relevancy rules for each master data object. I have implemented many projects, and everyone spends a considerable amount of time on this topic in every project. I have tried to consolidate the relevancy rules object-wise so that this effort can reduce your project implementation timeline. Use this as a template and modify the rules as necessary. do share any additional relevancy rules to make this blog post better.
The below table gives possible rules for migrating customers.
|Migration Object||Data Elements||Criteria for Migration||Criteria for no migration|
All customers with sales orders in the past N years.
N would be decided by the business sales team.
Not to migrate customer codes which had no
Sales since past N years.
|R & D/NPDI Projects||Active Projects||Project Manager would decide which customer project would not migrate, accordingly customer code to not to migrate would be decided.|
|Open item of customer||If Account receivable exists, such customer code has to be migrated.||No pending payment of customer exists.|
|Customer Consignment.||Customer consignment exist.||No consignment stock at customer premise.|
|Outbound delivery||Outbound delivery exist.||No outbound delivery exists.|
|Quality claim.||Pending quality claim exists.||No warranty claim exists.|
Active contracts exist or did not expire in the last N months.
N would be decided by the Sales team
|Inactive Contracts and expired after N months|
|Credits/Debits||Credits/Debits issued in past N year.||Credits/Debits issued not in past N year.|
|Customer quotations||Active quotations or expired within past N months||Inactive quotations or expired within more than N months back|
|Returns||Open Returns in the past N months.||Open Returns were created more than N months back|
|Company assets||Company assets exists in the customer premises.||No assets exists in customer premises.|
|Assets under warranty||Customer (distributor/dealer in sap) has end customers with assets which are still in warranty. In such case even though you don’t have active transactions, you have to migrate customer codes.||No end customer exists with warranty assets.|
N months – This would differ from company to company. For “Active Customer,” the sales unit decides the number.
Do visit my other blog posts in this series
Do provide your feedback to make this blog post an universal template.