Master Data Migration Relevancy Rules -3- Material master- FG-Finished Goods

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

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.