App catalogue Master data and governance

Material creation request

Collects each function's view of a new material on its own screen, checks duplicates and completeness, and creates the record in the ERP when every view is released.

HIERARCHY · MATERIAL CREATION REQUESTProduct and salesL1: requesterscreen · usersL2: sales operationsscreen · usersEngineeringL1: engineerscreen · usersL2: engineering leadscreen · usersPlanning and purchasingL1: plannerscreen · usersL2: buyerscreen · usersFinanceL1: cost accountantscreen · usersa person created at a level is assigned their parent-level and child-level users at the same timeTrigger and flow criteriaA requester submits S01.
The hierarchy: functions, levels, and the criterion that starts the flow. Each level carries a screen and its people.
7 days
of configuration to a production-grade version
estimate
7
screens, desktop and mobile
catalogue
4
data handlers, read in place
catalogue
4
systems with a page for this app
catalogue
2
clocks with escalation
catalogue
What it does

Today, and with the app

Today a new material is a spreadsheet passed around by email, and the master data team types the views into the ERP once the last column arrives. A missing lead time or valuation class is found when the first order is blocked.

The app defines the four functions that own a material master and the levels in each: the requester and sales operations, engineering, planning and purchasing, and finance. Each level has its own screen with only the fields of its view, pre-filled from a similar material when one exists, and validated against the rules of the material type and the plant. A duplicate check runs on the description and the classification before anyone fills a view. When every view is released, the app creates the material through the released interface, reads the record back, and shows the number to everyone involved.

Who takes part

Collaborative app: levels first, then screens per level, then people, then the flow and trigger criteria

FunctionLevelDoes
Product and salesLevel 1: requesterproposes the material with description, type, base unit and product hierarchy
Product and salesLevel 2: sales operationscompletes the sales view per sales organisation: item category, tax class, minimum order
EngineeringLevel 1: engineerfills the basic data: dimensions, weight, classification, drawing number
EngineeringLevel 2: engineering leadreleases the design data
Planning and purchasingLevel 1: plannerfills the plant view: MRP type, lead time, lot size, safety stock
Planning and purchasingLevel 2: buyerfills the purchasing view: purchasing group, source of supply, order unit
FinanceLevel 1: cost accountantsets valuation class, price control and standard price
Screens

7 screens, composed from the handlers

Every screen renders for desktop and mobile; portal screens are the same screens delivered to an outside login.

ScreenWhat is on it
S01 Requestdescription, material type, base unit, product hierarchy, plants, sales organisations, reason; similar-material search with copy-from; submit
S02 Duplicate checkcandidate records by description and classification with a similarity score; confirm new, or use the existing record and close
S03 Engineering viewdimensions, weight, classification, drawing number, hazardous flag; release button
S04 Planning and purchasing viewper plant: MRP type, lead time, lot size, safety stock, purchasing group, source of supply; release button
S05 Sales viewper sales organisation: item category, tax class, minimum order quantity, initial price; release button
S06 Finance viewvaluation class, price control, standard price, costing lot size; release button
S07 Trackerrequests by stage, view completeness per function, owner, age; material numbers created
Data handlers

4 objects, read where they live

The first object is the main one; each system page shows the real table or resource behind every handler.

ObjectWhy the app reads itSee it on
Material masterexisting records for the duplicate check and the copy-from; the created record read backS/4HANA · Oracle Fusion · Snowflake · Databricks
Bill of materialsstructures where the new material is a component or a parentS/4HANA · Oracle Fusion · Snowflake · Databricks
Supplier masterthe source of supply for a purchased materialS/4HANA · Oracle Fusion · Snowflake · Databricks
Price conditionthe initial sales price condition for a sold materialS/4HANA · Oracle Fusion · Snowflake · Databricks

Written back

ObjectWhat changes
Material mastermaterial master created with basic, plant, purchasing, sales and accounting views through the material interface; status set to active when every view is complete
Price conditioninitial sales price condition created for a sold material with its validity
The flow

From the trigger to the last write

THE FLOW · MATERIAL CREATION REQUEST1Request submittedduplicate check showscandidates below 80 percentsimilarity, or therequester confirms therecord is new2Views assignedeach function sees itsscreen with the fieldspre-filled from thecopy-from material; clocksstart3Views releasedevery required field of theview present and valid forthe material type andplant; the functionreleases4Finance releasedvaluation class and pricepresent; the record isready to create5Record createdmaterial number returnedfrom the ERP; views readback and shown; requesterinformed
Each step and the criterion that moves it.

Start: A requester submits S01.

StepMoves when
Request submittedduplicate check shows candidates below 80 percent similarity, or the requester confirms the record is new
Views assignedeach function sees its screen with the fields pre-filled from the copy-from material; clocks start
Views releasedevery required field of the view present and valid for the material type and plant; the function releases
Finance releasedvaluation class and price present; the record is ready to create
Record createdmaterial number returned from the ERP; views read back and shown; requester informed
Actions, clocks and measures

What the components do, what the clocks enforce, what the board shows

ComponentTrigger → action → outcome
fld_descriptionon change → search existing materials by description and classification → show candidates above 80 percent similarity on S02
btn_release_viewon click → check the required fields for the view, the material type and the plant → mark the view complete, notify the next function where the sequence needs it
btn_createon click → call the material interface with every released view → store the material number, read the record back and show it on S07
grd_trackeron load → list open requests with the view each waits on and its age → flag any view past its 2-day clock

Clocks

StepTime limit and escalation
Each view2 working days, then the function's level 2 is reminded
Whole request7 working days, then the master data lead is copied

Measures

days from request to material numberrequests with every view complete on the first passduplicates preventedopen requests by the function waited oncreated records passing every quality rule
A day with the app

Illustrative

Names, places and figures are illustrative; the pattern is the catalogue's.

Hannah, a product manager in Manchester, requested a 500 ml variant of a bottle at 09:30 on a Monday; the duplicate check showed the 330 ml record, so she copied its views as a starting point. Engineering released its view by 14:00, planning set the lead times for both plants on Tuesday, and finance set the standard price on Wednesday at 10:50. The material number appeared at 11:05 the same day, and the planner raised the first purchase requisition against it after lunch. The tracker showed the master data lead 23 other requests and the view each one waited for.

illustrative scenario · Material creation request
On your systems

One page per system

The objects with their real names, the criteria in that system's fields, the write interface and what to set up first.

Other systems connect through the same handlers; see how SmartApps connect.

Terms on this page

Material masterThe record that describes a product or part: what it is and how it is planned, bought, sold and valued.
ViewA group of fields on the material master owned by one function, such as the plant view or the sales view.
Valuation classThe setting on the accounting view that decides which stock account the material posts to.
Questions

How long does it take to have this running?

About 30 minutes to a first running screen on your live rows, and 7 working days to the production-grade version described here, most of it spent agreeing screens and criteria with the process owner.

Which system does it run on?

Any of SAP S/4HANA, Oracle Fusion Cloud, Snowflake, Databricks, with the objects read in place; the pages above show the objects and the write path for each. Two systems at once is one handler per object per system.

Who takes part from outside the company?

Every role in this app is inside the company; an outside role can be added as a lane with a portal screen.

What does the audit record hold?

Every step, value, decision, notification and write-back acknowledgement of every instance, with the version of the app, append-only.

See this app on your data

Bring the process and the systems it touches. In the first session we register the data handlers, draw the levels or the lanes and run the first screen on your live rows.