User Experience Insights
Master Data Migration Relevancy Rules -5- Material master- Purchased Parts
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 purchased Materials.
Data | Data Elements | Criteria to Migrate to SAP | Criteria for no migration. |
Purchased Component | 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) | |
Past usage history | Usage in last N years | No usage in the past N years | |
BOM | Part number is in BOM | Part number, not in BOM (This is applicable for direct materials) | |
SFG/FG status. | If the Parent part number is active, then purchased parts need to be migrated. | Parent part number as inactive | |
Stock | In house stock/Subcontractor stock exists, then the part has to be migrated irrespective of status. | In-house stock/Subcontractor stock doesn’t exist, and part is not active then the part need not be migrated/check other rules. | |
Source List | Active source list has existed for the past X months, then such parts need to be migrated. | Not in any source list since past X months. | |
Open item, Purchase orders, Purchase Requisitions, Forecast |
Open items exist | No Open items exist | |
New project | Purchase order or purchase agreement exists. | Project manager can exclude a set. | |
Open item | Account payable exist | No pending payment | |
Warranty claim | Pending Warranty claim | No warranty claim |
Do visit my other blog posts in this series
Migration of Vendor/Suppliers.
Migration of Material Master – Finished Goods.
Migration of Material Master – Semi-Finished Goods.
Migration of Material Master – Purchased Components.
Do provide your feedback to make this blog post an universal template.
Very essential blogs for all. Include Indirect material too.
Thanks Poorvi. Will try to. Now a days indirect materials follow Airiba route, hence avoided that here