Material Master Data

Material master data management makes it possible to manage materials and price conditions. Materials and price conditions can be created and updated via a web service interface, for example from SAP.

You can find more information on the web service interface here:

https://help.cloud.fabasoft.com/index.php?topic=doc/Fabasoft-Cloud-Web-Services/material-master-data.htm: new window

Material Master Data Dashboard

The material master data dashboard is your central access point for material master data management.

If you are added to a material master data configuration as an app user or app administrator, a dashboard is automatically created and placed on “Home”. If you are removed again as an app user or app administrator, the dashboard is also removed.

The material master data dashboard is divided into the following areas:

• Recently Used
  Shows the materials and price conditions you recently used.
• Material Shelves
  Shows the material shelves in which you are authorized. Each material shelf defines its own access rights context.
• Price Condition Shelves
  Shows the price condition shelves in which you are authorized. Each price condition shelf defines its own access rights context.

You can perform the following actions:

• Create Material Shelf
  As an app administrator, you can use the “Create Material Shelf” action to create new material shelves.
• Create Price Condition Shelf
  As an app administrator, you can use the “Create Price Condition Shelf” action to create new price condition shelves.
• Switch to Configuration
  As an app administrator, you can use the “Switch to Configuration” action to display the configuration assigned to the dashboard.
• Settings
  You can use the “Settings” action to define general properties of the material master data dashboard (e.g. the logo or the notification setting).

Material Master Data Configuration

As an app administrator, you can define general settings in the material master configuration.

Note: As an app administrator, you can switch to the assigned configuration via the material master data dashboard.

Areas

The material master data configuration dashboard is divided into the following areas:

• Shelves
  Shows the material shelves and price condition shelves in which the materials and price conditions are managed. Each shelf defines its own access rights context.
• Sales Organizations
  Shows the sales organizations that can be used in the context of material master data management. The organizations are managed in “Contact Management” and referenced here. You can store individual organizations, but also contact rooms and address lists. You can find more information on contact management in chapter “Contact Management”.
• The description of the other general areas can be found in chapter “Configurations”.

Actions

You can perform the following actions:

• Create Material Shelf
  You can use the “Create Material Shelf” action to create new material shelves.
• Create Price Condition Shelf
  You can use the “Create Price Condition Shelf” action to create new price condition shelves.
• Translations
  The “Translations” action can be used to export or import a CSV file with the multilingual names of the customizing objects. This enables an external translation.
• Settings
  You can use the “Settings” action to define general settings.
• Permissions
  You can use the “Permissions” action to define app administrators who are allowed to edit the configuration and create shelves. App users are authorized to use the material master data management. The respective access rights are defined via the shelves.

Note: The licenses used are calculated based on the users entered.

Settings

The description of the general settings can be found in chapter “Configurations”.

Material Shelves

Material shelves are used for the structured management of materials and for defining access rights (“Permissions” action).

You can store the materials directly in the shelf at top-level or use folders for further structuring.

In addition to the structured management of materials, it is also possible to manage them unstructured. You can find more information on unstructured shelves in chapter “Unstructured Shelves”.

Price Condition Shelves

Price condition shelves are used for the structured management of price conditions and for defining access rights (“Permissions” action).

You can store the price conditions directly in the shelf at top-level or use folders for further structuring.

In addition to the structured management of price conditions, it is also possible to manage them unstructured. You can find more information on unstructured shelves in chapter “Unstructured Shelves”.

Creating Materials

To create a material, proceed as follows:

1. Navigate in the desired material shelf.
2. Click the “Create Material” action.
3. Enter the material’s data. The Material Number is a mandatory field.
4. Click “Next”.

The following fields are available:

• Material Number
  The material number of the material.
• Multilingual Name
  The multilingual name of the material.
• Sales Organization (Owner)
  The sales organization that originally sells the material.
• Sales Organizations
  The sales organizations that, in addition to the owner, are authorized to sell the material for the owner.

Creating Price Conditions

To create a price condition, proceed as follows:

1. Navigate in the desired price condition shelf.
2. Click the “Create Price Condition” action.
3. Enter the price condition’s data. The Price Condition ID is a mandatory field.
4. Click “Next”.

The following fields are available:

• Price Condition ID
  The ID of the price condition.
• Material
  The material to which the price condition applies.
• Sales Organization
  The sales organization to which the price condition applies.
• Valid From
  The price condition is valid from the specified date.
• Valid Until
  The price condition is valid until the specified date.