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,
|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
Do provide your feedback to make this blog post an universal template.