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 active Materials.
Data |
Data Elements |
Criteria to Migrate to SAP |
Criteria for not migrating to SAP. |
Finish goods status. |
Status across plants. (Like Basic data status in SAP) |
Active status (source system might have various statuses to identify) |
Inactive status (source system might have various statuses to identify) |
|
Plant Level Material Status |
Active status (source system might have various plant level statuses to identify) |
Inactive status (source system might have various plant level statuses to identify) |
|
Sales criteria. |
Sales have happened in the past N years. |
No sales past N years, the FG should not be migrated; check other relevancy rules. |
|
BOM as criteria. |
The material number has active
BOM/BOMs. (i.e., the material is still relevant for production, hence can be migrated). When the FG is relevant for migration, entire BOM components are relevant for migration. |
All the material number has inactive BOM status. Hence there is no manufacturing, hence not relevant for migration. check other relevancy rules. |
|
Stock |
Stock/Inventory exists, hence to be migrated irrespective of material status. |
No stock exists, only if other relevancy rules apply, migrate, else do not migrate. |
|
R&D project /NPDI |
Sales order/Agreement exists; hence irrespective of other relevancy rules, we need to migrate. |
Project managers decide which materials need not migrate. |
|
Open item |
Open vendor payments on material exists. |
No pending payment |
|
Consignment |
Customer consignment exists with the inventory at customer. |
No stock in consignment |
|
Outbound delivery. |
Outbound delivery exist |
No outbound delivery |
|
Forecast |
Active Forecast on FG exists. |
No active forecast exists. |
|
Warranty Claim |
Pending warranty claims exist. |
No warranty claim exists. |
|
Equipment. |
If FG is associated with warranty equipment, migrate if the equipment is active and has open warranties. |
Exclusion list by warranty department. |
|
Production/Process orders |
Material is in an open Planned/production/process order. All FGs, associated are relevant for migration. |
Not in any open orders. |
|
Routing |
FG has active routing/ Recipe setup, hence has to be migrated. |
Not part of an active Routing/Recipe. |
|
Inspection plan. |
FG has active Quality Inspection plan setup. |
FG has no active inspection plan |
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The typical process flow for migrating Active finished products is as below
Step 1 |
Step 2 |
Step 3 |
Step 4 |
Step 5 |
Identify Active Finished goods In source system |
Apply Relevancy rules for Active Finished goods as per the table above |
Filter out FGs to be migrated and not to be migrated and take approval. |
Check status of all sub assembly and component materials in FG BOM |
Take action on inactive Assemblies/Components (Either they have to be made active or they have to be deleted/replaced in BOM) |
The typical process flow for migrating inactive finished products is as below
Step1 |
Step2 |
Step3 |
Step 4 |
Step 5 |
Identify Inactive Finished goods In source system |
Apply Relevancy rules for inactive Finished goods as per the table above |
Filter out FGs to be migrated and not to be migrated and take approval |
Set status of sub assembly/component material to active (case to case basis in legacy system) to ensure FG BOM can later be migrated without any issue. |
Take action on inactive Assemblies/Components (Either they have to be made active or they have to be deleted/replaced in BOM) |
Do visit my other blog posts in this series
Migration of Customers.
Migration of Vendor/Suppliers.
Migration of Material Master - Finished Goods.
Migration of Material Master - Semi-Finished Goods.
Migration of Material Master - Purchased Components.
Migration of Bill of Material
Do provide your feedback to make this blog post an universal template.
