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Applies to:
Standard SRMMDMCATALOG20SP4 Repository, SAP NetWeaver MDM Console 7.1, Import Manager 7.1, Data Manager 7.1, SRM-MDM catalog content, MDM SRM UI App, SRM 7.0, SAP NetWeaver Portal For more information, visit the Master Data Management homepage.
Summary
The content of this document attempt to present the SRM-MDM Catalog setup in SAP NetWeaver MDM 7.1 and transfer of MDM Catalog data to SRM to complete Catalog buying process. Author: Vikas Kurane
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Author Bio
Vikas Kurane joined L&T InfoTech in March 2005; He is part of MDM Practice and working on MDM since February 2009. He also has a background in SAP SRM, R/3 MDM, NetWeaver MDM, and Catalog Content Management. He holds a bachelors degree in Computer Engineering.
Table of Contents
Background ......................................................................................................................................................... 3 Assumptions ....................................................................................................................................................... 3 Landscape Details .............................................................................................................................................. 3 SRM-MDM Catalog Overview............................................................................................................................. 4 SRM-MDM Catalog process ............................................................................................................................... 7 Prepare MDM Server ............................................................................................................................. 7 Prepare catalog data ............................................................................................................................. 9 Import catalog You can import the following content: ............................................................................ 9 Configuration of SRM-MDM Catalog Web UI ........................................................................................ 9 Web Service Configuration .................................................................................................................... 9 SRM configuration ............................................................................................................................... 10 Accessing catalog through SRM ......................................................................................................... 10
Catalog-Specific Role Maintenance in SAP MDM ............................................................................................ 10 Demonstration of Supplier catalog process Summary of major steps ............................................................. 11 MDM Console ...................................................................................................................................... 12 MDM Import Manager .......................................................................................................................... 14 Import product groups and codes: ....................................................................................................... 15 MDM Data Manager ............................................................................................................................ 20
Web-Service Configuration in SRM .............................................................................................................. 25 Accessing of Catalog through SRM Portal.................................................................................................... 26 Related Content ................................................................................................................................................ 27 Disclaimer and Liability Notice .......................................................................................................................... 28
Background
The purpose of this document is to serve as a ready reference, start up document for MDM/SRM consultants while setting up of MDM Catalog in SAP NetWeaver MDM system. Information has mostly been presented in the form of screen shots as encountered in different systems. This information assumes that all the technical steps related to installation, physical connectivity and business content deployment have been completed before an attempt is made to transfer the catalog data to SRM application.
Assumptions
All technical steps related to installation, physical connectivity and business content deployment have been completed before an attempt is made to transfer the MDM catalog data to SRM system. The user of this document is assumed to have basic knowledge on the use of SAP Systems, hence logon procedure and other details have been excluded from this document.
Landscape Details
System Type SAP MDM 7.1 Console SAP SRM 7.0 SRMMDMCATALOG20SP4 SRM-MDM catalog content 2.0 MDM SRM UI App Service Pack 7.1.01.46 SPS3 SP4 Purpose To setup SRMMDM Catalog repository To setup Catalog ID & call structure Catalog Repository SRM MDM catalog content deployment To configure OCI structure & search engine
For catalogs with high volume of products Preferred Supplier must have technical infrastructure and agree to use SAPs OCI (open catalog interface) standards
Internally Hosted Catalog Vendor supplied Product Master content Catalog Mandatory For catalogs with Low/Medium volume of products Necessary when supplier does not have catalog hosting capabilities
MDM Console
Using MDM Console, you can administer and monitor the MDM Server, you can create, maintain the structure of, and control access to the MDM repositories. Records are can not be entered or managed with the MDM Console, but rather with client apps such as the MDM Data Manager
SRM-MDM Catalog UI
Using SRM-MDM UI application you can configure user specific UI options for example, shopping options, item display criteria, search options, OCI mapping and display options for various catalog screens.
When the loading process is complete, MDM changes the repository status icon to a green triangle to indicate that the MDM repository is loaded. To unload a loaded MDM catalog repository (green triangle), in the Console Hierarchy tree, rightclick on the MDM catalog repository you want to unload and choose Unload Repository from the context menu, or select the tree node and choose Repositories -> Unload from the main menu. MDM unloads the MDM repository and changes the repository status icon to a red square.
Prepare catalog data Prepare Supplier Catalog (file format, data types): The supplier catalogs and product hierarchies can have any format supported by the standard SAP MDM application, such as MS EXCEL, XML, or content from running database systems such as MS SQL, MS ACCESS, or Oracle. You need to ensure the catalog content is compatible with standard classifications such as UNSPSC and eClass. The catalog data file format is described in detail below in demonstration of supplier catalog process section. Import catalog You can import the following content: Data from Suppliers Product Catalogs Product Hierarchies Product groups and codes Within MDM Import Manager, you can also perform a value and key mapping between the supplier's source and the destination structure. Wherever both are in sync, you can auto-map this data. A matching function ensures that no duplicate data occurs. The import of catalog data file and mapping of data is described in detail below in demonstration of supplier catalog process section.
Configuration of SRM-MDM Catalog Web UI You use this function to search and locate items in a procurement catalog. You can configure all aspects of the Web UI for users with this configuration interface. General Configurable Options Shopping Options Item Display Criteria Search Options Compare function Shopping Lists Open Catalog Interface (OCI) Mapping
Web Service Configuration To use the SRM-MDM Catalog with SAP Supplier Relationship Management (SAP SRM), and to access the SRM-MDM Catalog via URLs from SAP SRM applications, you must set up external Web Services in SAP SRM. Use the transaction SPRO in the SRM system. Find Supplier Relationship Management -> SRM Server -> Master Data -> Define External Web Services (Catalogs, Vendor Lists etc.). Select the New Entries button after selecting the Integrated Call Structure. Create entries as shown in Web-Service Configuration in SRM in demonstration section. Select the created web service from the list of all the integrated call structure services and double click on the integrated call structure item in the left hand tree. Maintain the parameters in web service definition as shown in Web-Service Configuration in SRM > standard call structure in demonstration section.
SRM configuration The transaction PPOMA_BBP takes us to the Change Organizational Plan in the SRM system. Find by -> Org. unit -> Purchase Organizations is selected and then the Attributes tab is selected in the bottom right window. The Catalog user should exist in the Org. Structure where the Catalog ID is being assigned. In case a user does not exist, it might be required to create the same before proceeding. In attribute tab, the Change attribute gives the option to select the Catalog ID attribute. Select the entry for the SRM-MDM Web Service created in the previous step and save the data.
Accessing catalog through SRM You have to login into SRM Portal for accessing catalog by the same Catalog User ID to which the new Catalog ID is assigned in Org Structure. Upon login into SRM Portal, find Shopping Area and Click on Shop link. You will see the new Catalog assigned.
Catalog User
UI Configuration Manager
(Note: This document only covers Supplier Catalog the other catalogs are out of this demonstration)
Mounting of MDM Server Un-archiving catalog repository Load catalog repository Catalog Data Preparation MDM Import Manager Import product categories Import product groups and product codes Import supplier catalog Mapping catalog attributes to repository attributes
Configuration of SRM-MDM Catalog UI Web-Service Configuration Accessing of Catalog through SRM Portal
MDM Console Mounting of MDM Server: When you start MDM Console Manager you have to mount the server by right clicking on the SAP MDM Servers and select the server name from the drop down list.
Un-archiving catalog repository: To un-archiving the standard catalog repository, right click on the mounted server and select Unarchive Repository option.
Enter the DBMS Server, User name, Password, Repository name & select the archive file and click Finish button. Please see below screenshot.
Load catalog repository: You can observe that there is a Red Square in front of the un-archived repository this means that the repository is not loaded. To load repository, right click on repository and choose Load repository > Immediate menu.
Now you will see the Red Square has been changed to Green. This means the repository has been loaded.
For making any changes or adding new tables or fields you have to unload the repository (Red Square near it) and if the repository is loaded you cannot make any changes to it.
Catalog Data preparation You have to prepare the catalog data file. The catalog attributes with sample data is shown in below table for your reference.
Sr. No. Charecterisitic Name 1 Product Category Name 2 Product Category ID 7 Service Item (T/F) 8 Manufacturer's Part No. 9 Supplier's Part No. 10 Short Description (40) 11 Base Unit of Measure 12 Order Unit 13 Price ($) 14 Price Base Quantity 15 Minimum Order Quanity Detailed Description Characteristic ID PRODUCT_GROUP PRODUCT_ID IS_SERVICE MNFCTR_PART_NO SUPPLIER_PART_NO SHORT_DESCRIPTION BASE_UOM ORDER_UNIT PRICE PRICE_BASIS_QUANTITY MINIMUM_QUANTITY LONG_DESCRIPTION Data Type Length Sample1 CHAR 40 004 CHAR 40 CHAR CHAR Sample2 006 IT-SRM04 Sample3 0070101 SRM-CONS-LEAD TRUE
40 VMM-08 40 3AH15 IT-SRM02-3020 5586-SRM-CONS-LEAD Value Master Protective Glove IT Graphics Software SRM SRM Introduction: Project Lead PAA ST PAA ST DAY 0.67 1600 1 1 1 1 Flock Lined, Yellow, Medium, IT Office Software 18 mils Thickness, 12 inch Package SRM Length Value Master Gloves. Unsupported natural rubber glove for tactile sensitivity, comfort and flexibility. Embossed, self-flushing tractortread pattern encourages fluid run-off. Excellent wet or dry grip. Resists wide range of chemicals including animal
MDM Import Manager Import product categories: When you start Import Manager you will get the dialog box in which you should state the repository, language, username, and password and click NEXT. Once you click Next, you will see the below screen.
In Type select the source format of the data, in the drop down list you can see various data formats supported and can select from it as you need, the Remote system should be MDM, in the File name click on the browse button and select the path where your source data file is kept. Select Finish.
You have to map Source Hierarchy to Destination Hierarchy. You will notice that the Execute Import [ button is disabled until the entire field mapping is done.
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Once you complete the mapping, the Execute Import [ ! ] will get enabled and you have to just click on it. The below shown message will be displayed.
Import of supplier catalog: Once you ready with the catalog data file as per the format shown above, you can now import it via import manager as shown below.
Mapping catalog attributes to repository attributes: For mapping catalog attributes to repository attributes, please refer the below table.
Catalog Attributes Product Category Name Product Category ID Service Item (T/F) Manufacturer's Part No# Supplier's Part No# Short Description Base Unit of Measure Order Unit Price ($) Currency Price Base Quantity Price Base Quantity UoM Minimum Order Quantity Detailed Description Image Ref# Name/No# Delivery Time (Days) Supplier ID Supplier Name Category Lower Bound Map Fields/Values MDM Repository attributes Product Group Product Group -> Material Group Code Service Item Manufacturer Part Number Supplier Part Number [DF] Short Description Unit of Measure Order Unit Price Information -> Amount Price Information -> Currency Price Information -> Price Base Quantity Price Information -> Price Base Quantity UoM Minimum Quantity Long Description Image Delivery Time in Days Supplier Catalog Name Supplier[DF] Category Price Information
On completion of field mappings, select Match Records tab, in value matching select Supplier Part Number field from Mapped destination fields box and add into Matching fields box. On right hand side, in default import actions, select default import action as Create.
You will notice the Execute Import [ ! ] is enabled and the action items status Ready to import. You can go and click Execute Import to complete the catalog data import. You will see the below message.
MDM Data Manager Import images: To import image, you double click on Image field.
The new window will be populated. You have to click on Add button. The new Add Images popup window will appear.
Select New Data Group in Data Group, Language will be English [US]. Click Folder button and select the folder in which images resides and click OK.
You can see there are two options on Add Images window namely Store in repository & Link to original file only. You can keep first option selected.
Configuration of SRM-MDM Catalog Web UI The Configuration view shows the user specific configuration of SRM MDM Catalog. In the General pane, you can set Shopping options, Item Display Criteria, Search, Shopping Lists and OCI Mapping. The OCI Mapping is shown on the right hand side in below table. In Customize Display, you can set the items to be displayed in each view. There are 5 views namely Item Lists, Shopping Cart Preview, Compare, Item Details & Context View. In Search, you can set the Search Items by their Hierarchy and Selection list category. It also provides Advance search criteria in which it has Dropdown Box, Free Text, Ranges are the Additional features that improves search ability. Configuration view OCI Mapping
The below screenshot shows how to create standard call structure in SRM.
The below screeshot shows the assignment of Catalog ID to User Id in Org Structure in SRM
Related Content
Please include at least three references to SDN documents or web pages. http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/90cb1670-52c1-2c10-adb8cb9a23133d3e&overridelayout=true http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/801b0fcf-e880-2b10-5398aedec8cf376c&overridelayout=true https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/7246 For more information, visit the Master Data Management homepage.