Creation flow and structured text
USE CASE SiDM Materials
In SAP standard, material registration often depends on transactions such as MM01/MM02 (or complex configurations in MDG), which forces requesting users to know too many fields, views and technical criteria. This results in incomplete requests, inconsistent free texts and loops between areas to complete data, with a direct impact on material master quality and registration times.
Additionally, when the process requires approval or participation from multiple areas, it is common to end up with “manual” controls (mail, Excel) or workflows that are difficult to maintain, with typical problems such as misdetermined participants, lack of traceability, and materials created with incomplete extensions/views for the required organizational units.
Do you identify with any of these cases?
- How can I implement an approval flow for the registration of materials in SAP so that they are not “active” until they are approved?
- How do I enable a “Request Material” type experience for users who are not master data proficient, without exposing them to MM01/MM02?
- How to define each participant and their role within the workflow (who fills which data)?
- How do I make each area fill in only its own fields (purchasing, quality, finance, logistics) and respect segregation of duties?
- How do I manage returns and corrections (resend to the requester) without losing traceability of the process?
- How do I ensure that the descriptive text of the material remains consistent (structure, nomenclature) and does not depend on “how everyone writes it”?
- How do I reduce rework due to incomplete data (views, organizational units, units of measure, classification) before creating/extending the material?
- How do I trigger notifications by mail to each participant when it is his turn to act in the flow?
Solution
Solution – SiDM Materials
SiDM Materials enables workflows and request control to manage the creation and maintenance of the material master in SAP, involving all key areas, improving control and accuracy.
How it solves it:
- Tailor-made flow design: the company defines different flows, the number of participants and which information completes or approves each role (e.g.: requester → purchasing → quality → finance → master data).
- Simplified request for the applicant: the user creates a registration request by completing only the minimum fields defined by the organization, with request text/comments to justify the registration (the know-how is embedded in rules and process, not in manuals).
- Classification and features as a basis for the text: the applicant (and/or the areas) can complete features that are then used to standardize information and speed up the construction of the text of the material.
- Notifications and process sequence: once the request is sent, the next participant receives a notification of his task and the process continues in stages, ensuring traceability and control.
- Rules for completion and standardization: participants can use rules to support automatic completion and maintain consistency (e.g., text/field rules and adoption of internal best practices).
- Return or reject: the flow contemplates return to the requester for correction or rejection when applicable, maintaining control of the process.
- Master data controlled creation: the last participant (e.g., master data leader/team) executes the creation of the material ensuring that: critical fields are correct, the material is created with the necessary views and extended to organizational units
Do you identify with any of these cases?
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