1909 - Material - Help Documentation - DM - Dec 2019

Application Help Public
Document Version: 1.0 – Final

Date: December 12, 2019
SAP Data Maintenance by Vistex, Resources option for

SAP S/4HANA 1909
1909 Material Help
Documentation
Table of Contents
1 Navigation ..................................................................................................... 1
1.1 Help Navigation.................................................................................................................1
1.1.1 Contents...............................................................................................................1
1.1.2 Documentation .....................................................................................................1
2 Data Maintenance Materials .............................................................................. 5

2.1 Introduction .......................................................................................................................5
2.1.1 Definition ..............................................................................................................5
2.1.2 Purpose................................................................................................................5
2.2 Benefits of Data Maintenance Materials ............................................................................6
2.3 Material Attributes .............................................................................................................8
2.3.1 Material Attribute Workbench ...............................................................................8
2.3.2 Material Attribute Group Workbench ..................................................................10
2.3.3 Material Attribute Set Workbench .......................................................................12
2.3.4 Material Attribute Rule Workbench .....................................................................15
2.3.5 Maintain Material Attribute Transformation .........................................................18
2.3.6 Material Composite Attribute Workbench ...........................................................21
2.3.7 Relationships......................................................................................................23
2.4 Material Maintenance ......................................................................................................28
2.4.1 Material Workbench ...........................................................................................28
2.4.2 Material Dashboard ............................................................................................35
2.4.3 Domain Overview ...............................................................................................37
2.4.4 Data Map ...........................................................................................................40
2.4.5 Material Profile Run ............................................................................................44
2.4.6 Material Hierarchy ..............................................................................................46
2.4.7 Material List ........................................................................................................48
2.4.8 Info/Trade Records.............................................................................................53
2.5 Material Processing ........................................................................................................75
2.5.1 Change Material Type ........................................................................................75
2.6 Mass Processing.............................................................................................................76
2.6.1 Material Mass Processing ..................................................................................76
2.7 Extras .............................................................................................................................78
2.7.1 Status Flow ........................................................................................................79
2.8 Material Utilities...............................................................................................................83
2.8.1 Create Attributes for Materials ............................................................................83
2.8.2 Segment Workbench ..........................................................................................86
2.8.3 Logs ...................................................................................................................88
3 User Experience ........................................................................................... 91

3.1 Role Workbench .............................................................................................................91
3.1.1 Definition ............................................................................................................91
3.1.2 Access ...............................................................................................................91
3.1.3 Structure ............................................................................................................92
3.1.4 Procedures .........................................................................................................92
i
Table of Contents
3.2 Workspace Workbench ...................................................................................................93

3.2.1 Definition ............................................................................................................93
3.2.2 Access ...............................................................................................................93
3.2.3 Structure ............................................................................................................93
3.2.4 Procedures .........................................................................................................94
3.3 Search Profile Workbench ..............................................................................................95
3.3.1 Definition ............................................................................................................95
3.3.2 Access ...............................................................................................................95
3.3.3 Structure ............................................................................................................95
3.3.4 Procedures .........................................................................................................96
3.4 UI Profile Workbench ......................................................................................................97
3.4.1 Definition ............................................................................................................97
3.4.2 Access ...............................................................................................................98
3.4.3 Structure ............................................................................................................98
3.4.4 Procedures .........................................................................................................99
3.5 Designer ....................................................................................................................... 100
3.5.1 Definition .......................................................................................................... 100
3.6 UI Profile for Data Objects ............................................................................................ 102
3.6.1 Address Profile Workbench .............................................................................. 102
4 Vistex Technical ......................................................................................... 105

4.1 File Submission Workbench .......................................................................................... 105
4.1.1 Definition .......................................................................................................... 105
4.1.2 Access ............................................................................................................. 105
4.1.3 Structure .......................................................................................................... 105
4.1.4 Procedures ....................................................................................................... 106
4.2 Archiving ....................................................................................................................... 107
4.2.1 Material List Archiving ...................................................................................... 107
4.3 Business Script ............................................................................................................. 110
4.3.1 Business Script Overview ................................................................................. 110
4.3.2 Business Script Editor ...................................................................................... 111
4.3.3 Business Script Workbench.............................................................................. 113
4.3.4 Global Messages ............................................................................................. 116
ii
1 Navigation
1.1 Help Navigation
The help screen is organized into two panes:
• Contents, which appears in the left pane. The opening display is considered the Home page.
NOTE: This pane also displays search results. To quickly locate documentation for a specific
topic, enter the word(s) to search for in the Search field and click on the Go button. From the
resulting list of documents, click on a specific document title.
• Documentation, which appears in the right pane
1.1.1 Contents
Use the Contents pane to view a list of topics included in the documentation. The following icons are
used in the list:
• Folder, which stores the documents for a topic (and sometimes other folders). Click on the
icon to expand the topic list. When expanded, the icon changes to ; click on this icon to
collapse the topic list.
• Topic, which links to a specific document.
NOTE: To hide the Contents pane, click on the X (Hide Navigation Component) control. To re-display the
Contents pane, click on the Contents button at the top of the page.
1.1.2 Documentation
Each document contains the following information:
• Breadcrumb
• Title Icon
• Hypertext Links
SAP Data Maintenance by Vistex, Resources option for SAP S/4HANA December 12, 2019
by Vistex for SAP S/4HANA © 2019 Vistex, Inc. All Rights Reserved.
Application Help – Version: 1.0 – Final © 2019 SAP SE or an SAP affiliate company. All rights reserved.
Navigation
1.1.2.1 Breadcrumb
When you display a document, in the top right corner of the screen is a breadcrumb, which indicates the
path used to display the document.
For example, the breadcrumb: Home > User Experience > Launchpad > Launchpad Overview illustrates
that from the Home page you opened the User Experience folder, opened the Launchpad folder, and
then displayed the Launchpad Overview document.
1.1.2.2 Title Icon
One of the following icons may appear at the beginning of a document title, to indicate the purpose of
the document:
Information
Used for overview documents.
Transaction
Used for non-workbench transactions, such as mass processing transactions and
upload transactions.
Workbench
Each workbench document describes how to access and use the workbench.
Links are provided to the following:
• Search and Worklist, which provides detailed information on the Search
and Worklist tabs.
• Work Area, which describes the Work Area in detail. Links are provided
to information for each tab.
• Tabs
• Procedures
Search and Worklist

The document contains detail for both the Search and Worklist tabs.
Search Screen
Enter values in the search criteria,as needed. The Search screen may be a single
list divided into topics (such as General or Dates), or may be divided into multiple
tabs of criteria.
NOTE: For Web transactions, this icon represents the Initial screen that includes
both the search criteria and results.
Results Screen
In certain GUI transactions, results from the values entered on the Search screen
appear on the Results screen.
NOTE: For Web transactions, this icon represents the Details screen.
1909 Material Documentation
Work Area
The document describes the Work Area in detail. Links are provided to
information for each tab.
Tab
The document contains detail on the fields, columns, and/or buttons that appear
on the tab.
For a workbench, each tab document is accessed from the list of tabs in the Work
Area. (You also may search for the tab name in the Search field at the top of the
page.)
Procedure
Each procedure document consists of a list of numbered steps that describe how
to perform one or more specific tasks.
In a workbench or transaction document, the Procedures section contains links
to each procedure document.
1.1.2.3 Links within Documents
Within a document, hypertext links provide quick access to other documents.
2 Data Maintenance Materials
Data Maintenance Materials
2.1 Introduction
2.1.1 Definition
SAP Data Maintenance for ERP by Vistex - Materials utilizes a data model that stores material data and
allows the appropriate checks, reviews, and audits to take place before the data is passed on to the
Material/Article Master.
The Materials application includes the following components:
• Material Workbench
• Material Dashboard
• Material List
• Material Attributes
• Attribute Groups
• Attribute Sets
• Attribute Rules
• Composite Attributes
• Info Records and Trade Records
• Structures (Bill of Material and Routing) and Structure Attributes
2.1.2 Purpose
Data Maintenance (DM) significantly eases your data maintenance challenges and provides utmost
flexibility by providing an all-in-one view of your material data, without having to navigate to multiple
screens and transactions. Business users are shielded from the technical aspects of the SAP
Material/Article Master using an outstanding interface. Additionally, there are significant background
processing possibilities based on rules and events.
2.2 Benefits of Data Maintenance Materials
Data Maintenance Materials provides the following benefits:
• Lower total cost of ownership (TCO).

• More timely transaction processing, updating of enterprise financials and data warehouse, and
participant/management reporting, without relying on batch interfaces.
• Product data becomes instantly accessible to all SAP ERP Sales/Purchasing transactions.
• Transfer product data to SAP APO, CRM and SRM.
• 360o view of the products and a gateway to their participation in SAP ERP transactions.
• Logical groupings of material fields for data entry.
• Defaults and dependencies for master data fields.
• Organization structure independent entry of data.
• Maintain unlimited attributes for products using field labels that are customized for your
business.
• Maintain attributes assigned by various partners that your business deals with. Also, maintain
unlimited attributes for your industry and trade organizations, for example, the GTIN number
for 1SYNC (formerly UCCnet).
• Maintain attribute data globally that applies to all maintenance levels or individually at the
plant, sales area or warehouse level.
• Flexible definition of completion criteria for a product. This provides insights into which
attributes have not yet been populated.
• Access deep insights into the performance of a product by accessing its transaction history
across all enterprise processes using the Product Journal.
• Display product data that is organized and tailored to the needs of your organization.
• Search and process multiple products in a dashboard style layout using an enriched dynamic-
grid interface.
• Carry out mass changes using flexible rules and events.
• Request updates to product data using a maintenance request transaction
• Enforce flexible rules for data integrity. For example, attribute X is required if attribute Y has a
certain value.
• Organize products with unprecedented flexibility.
• Real-time or batch update to the material master and info records in the MM/SD module.
• Update and transmit product data for external catalogs or Industry Data Exchanges.
• Compare products, audit attributes, discover duplicates, and pinpoint inconsistent or inaccurate
data across products.
• Assign future date changes to attributes and have them instantly updated on the
Material/Article Master on the effective date.
• Record important phases and milestones in the data management lifecycle. Products are
automatically routed to the appropriate individuals for their assigned activities.
• Data profiling tools that automate data generation for analysis and statistical reports.
2.3 Material Attributes
2.3.1 Material Attribute Workbench
2.3.1.1 Definition
Use the Material Attribute Workbench to create and maintain an unlimited number of attributes for
each material. An attribute (also known as a characteristic in SAP) defines the values allowed for a
product, for example color, size, or weight. All standard fields required in MM01 must be created as DM
attributes. The Materials Utility may be used to mass create DM material attributes from standard SAP
material attributes.
NOTE: Data Maintenance attributes cannot be viewed in the standard SAP characteristic screens.
An attribute can be created with a change number that will be valid until a new change number is
created. Change numbers have a start date but no end date. When a change number is assigned to an
attribute, change numbers must be used for all future maintenance.
2.3.1.2 Access
Transaction code: /IRM/EPPDATM
2.3.1.3 Structure
The Material Attribute Workbench screen is organized into the following areas:
• Search and Worklist

Use the Search and Worklist to view selected material attributes in a grid format. From the grid,
click on a material attribute number to display that attribute in focus in the Work Area.
• Work Area
Use the Work Area to maintain one material attribute. In the standard Vistex implementation,
the Work Area contains the following tabs:
• General
• Values
• Keywords, which is used to store a list of keywords for the attribute.
• Additional Data, which is an extra tab that can hold additional fields programmed to appear,
such as custom fields added to attribute structures using the Customer Additions transaction.
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the material attribute displayed in focus in
the Work Area and do not apply to the data in the Search and Worklist.
IMPORTANT: Because Vistex software is extremely versatile, the user screen may be customized. As a
result, the screen may appear different from the standard screen described in this document.
The following graphic displays the basic elements of the Material Attribute Workbench. Please note that
the graphic is not drawn to scale.
2.3.1.4 Procedures
Creating a Material Attribute

Displaying a Material Attribute
Viewing a Material Attribute Where-Used List
Maintaining a Material Attribute
Viewing a Material Attribute Change Log
Deleting a Material Attribute
2.3.2 Material Attribute Group Workbench
2.3.2.1 Definition
An attribute group allows flexible grouping based on the business requirements as they are defined
rather than how the system thinks they should be defined. For example, all the attributes a salesperson
might enter for a material or all purchasing and planning related fields could be in one group. Use the
Material Attribute Group Workbench to create and maintain an unlimited variety of attribute groups.
When an attribute group is created, a relationship between a product type and an attribute group is
created in configuration. The attribute groups then appear as tab headings in the Material Workbench,
which allows the user to display the specific tabs/attribute groups in the material for the attributes the
user is responsible for entering.
NOTE: Composite attributes assigned to an attribute group appear in the Material Workbench as a sub-
tab of the attribute group tab.
2.3.2.2 Access
Transaction code: /IRM/EPPDAGM
2.3.2.3 Structure
The Material Attribute Group Workbench screen is organized into the following areas:
•
Search and Worklist
Use the Search and Worklist to view selected material attribute groups in a grid format. From
the grid, click on a material attribute group number to display that group in focus in the Work
Area.
• Work Area
Use the Work Area to maintain one material attribute group.
NOTE: Functions accessed from the menu bar apply only to the material attribute group displayed in
focus in the Work Area and do not apply to the data in the Search and Worklist.
The following graphic displays the basic elements of the Material Attribute Group Workbench. Please
note that the graphic is not drawn to scale.
2.3.2.4 Procedures
Creating a Material Attribute Group

Displaying a Material Attribute Group
Viewing a Material Attribute Group Where-Used List
Maintaining a Material Attribute Group
Viewing a Material Attribute Group Change Log
Deleting a Material Attribute Group
2.3.3 Material Attribute Set Workbench
2.3.3.1 Definition
Attribute sets are created for repeated material searches and entry. The attribute set is used so a variant
is not needed. If no set is available, one can be created dynamically but it cannot be saved for re-use.
The available types of attribute sets are:
• Search, used to search for products that meet certain attributes.

A Search attribute set allows for a collection of attributes and attribute values to be stored when
using the Search and Worklist in the Material Workbench and the material info/trade records
workbenches, or using the search screen in the material dashboards. The set eliminates the
need to create a search variant for the transaction.
• Display, used to view selected attributes in a certain way.
A Display attribute set allows for a collection of attributes to be displayed in the material
dashboards for review and or modification. This set allows for ease of reporting and mass
change of values that are reused over and over. For example, an audit report would have a list
of attributes that need to be reviewed on a daily basis. Display sets can be created and saved for
reuse or created on an as needed basis.
• Maintenance, used during list creation and maintenance
A Maintenance attribute set can be used to propose and default in a collection of attribute
values for modification. Additional attributes and values not part of the set can be pulled in for
maintenance as well. Maintenance attribute sets also can be used when assigning attribute sets
to an attribute set map frame (in Data Map).
2.3.3.2 Access
Transaction code: /IRM/EPPDASM
2.3.3.3 Structure
The Material Attribute Set Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected material attribute sets in a grid format. From the
grid, click on a material attribute set number to display that set in focus in the Work Area.
• Work Area
Use the Work Area to maintain one material attribute set. In the standard Vistex
implementation, the Work Area contains the following tabs:
• Attributes
• Area, used to select the fields for each area.

• Layout, used for Display sets to define the sequence in which the areas will appear in the
dashboard.
• Team/Department, used for Search sets and Display sets to assign teams/departments to the
set.
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the material attribute set displayed in focus
in the Work Area and do not apply to the data in the Search and Worklist.
The following graphic displays the basic elements of the Material Attribute Set Workbench. Please note
that the graphic is not drawn to scale.
2.3.3.4 Procedures
Creating a Search Material Attribute Set
Creating a Display Material Attribute Set

Creating a Maintenance Material Attribute Set
Creating a Material Attribute Set Dynamically
Displaying a Material Attribute Set
Maintaining a Material Attribute Set
Copying a Material Attribute Set
Deleting a Material Attribute Set
2.3.4 Material Attribute Rule Workbench
2.3.4.1 Definition
Attribute rules are formula-based calculations, used during material creation or maintenance, to
determine the value of one attribute based on the value of other attributes.
To create an attribute rule, you need to:
•Specify the attributes.

•Indicate whether each attribute is incoming (to be used in the rule) or outgoing (to be
determined).
• Specify the data type for each attribute.
• Use the Business Script Editor
After the rule is created, use the Assignment tab to assign product types and material list types to the
rule. Exceptions, such as invalid values, can be indicated on the Exceptions tab.
Rules can be set up to be called at the following times:
• Load, when the material list or workbench is first loaded

• Change, when a change is made at the attribute level on the material list or workbench
• Check, when the check button is clicked on from the material list or workbench
• Post, when the material is posted
2.3.4.2 Access
Transaction code: /IRM/EPPDARM
2.3.4.3 Structure
The Material Attribute Rule Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected material attribute rules in a grid format. From the
grid, click on a material attribute rule number to display that attribute in focus in the Work Area.
• Work Area
Use the Work Area to maintain one material attribute rule. In the standard Vistex
implementation, the Work Area contains the following tabs:
• General, which displays general information about the rule. Attribute rules can be assigned a
grouping and subgrouping type, which are maintained in configuration.
• Attributes, used to list attributes assigned to the rule. Indicate whether each attribute is
incoming or outgoing (determined), and specify the data type for the attribute.
• Assignments
• Exceptions
• Notes
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the material attribute rule displayed in focus
The following graphic displays the basic elements of the Material Attribute Rule Workbench. Please note
that the graphic is not drawn to scale.
2.3.4.4 Procedures
Creating a Material Attribute Rule

Displaying a Material Attribute Rule
Maintaining a Material Attribute Rule
Deleting a Material Attribute Rule
2.3.5 Maintain Material Attribute Transformation
2.3.5.1 Definition
Use the Maintain Material Attribute Transformation transaction to maintain a cross reference at the
attribute level. The cross reference is used to validate outgoing material lists used to feed other systems
and catalogs. Conversion is performed using the cross reference tables.
To view a change log, use the Material Attributes Transformation Change Log transaction
IRM/EPPDAXRCD.
2.3.5.2 Access
Transaction code: /IRM/EPPDAXR
2.3.5.3 Work Area
The following button appears above the Work Area:
Button Action Alternate Access
Display ↔ Change F6 or
Toggle between Display mode and Change mode. Menu bar:
Transformation →
Display ↔ Change
The following buttons appear above the grid:
Button Action
Search
Click to view the search criteria dialog window. Enter the search criteria, and then
click on the Execute button to perform the search.
Search More
After you perform a search, use Search More to retain the results from the
previous search, perform a new search, and append the new results to the list
already displayed.
Changes
View a changes log for the selected line, if changes were made.
Other Validity Records
Display a log of overlapping records for a highlighted row.
Insert (Change mode only)
Add 1, 3, or 5 blank lines.
Delete Line (Change mode only)
Delete the selected line(s).
Additional Values (Change mode only)
Add additional attribute values for the selected line.
Import from File (Change mode only)
Import a file and map the field positions and field values.
Search and Replace (Change mode only)
Highlight a cell, cells, column, or columns that are changeable. Find and replace a
specific value with another value.
Set Values (Change mode only)
Highlight one column and set the value for the entire column, or change the
column by increasing or decreasing the value, if applicable.
Details
View selected records in a vertical column format in a separate window.
Sort in Ascending Order
Sort the data in a selected column in ascending alphanumeric sequence.
Sort in Descending Order
Sort the data in a selected column in descending alphanumeric sequence.
Find
Find a term within the grid values. The system highlights any cell that contains the
term.
Find Next
Find the next instance of a term searched for previously.
Total (restricted to relevant numeric columns)
Sum the values in a selected numeric column and display the total at the bottom
of that column.
Subtotals (active only when the Total button is used)
If you used the Total button to calculate the total for a selected column, you also
may have the system calculate subtotals. Click to view a dialog window. In that
window, check the checkbox of the column used to calculate subtotals.
Export
Export the entire contents of the grid area to the selected document type/file
type.
Choose Layout
Choose, change, save, and manage column layouts within the ALV grid.
The following fields appear in the Work Area:
Field Description
Provider Type Provider type, selected when adding a cross reference.
Provider Provider number, selected when adding a cross reference.

One-line short form of Name and address of the selected provider.
formatted address
Attribute Provided Press F4 to view a list of available attributes.
Value Provided Attribute value.
Valid From First date the attribute is in effect.
Valid To Last date the attribute is in effect. You may override the value in
this field.
Attribute Determined Attribute determined name.
Attribute Description Attribute determined description.
Value Determined Attribute value determined.
Value Description Attribute value description.
Cross Reference Checked if cross reference exists.
I/O Options:
• Incoming
• Outgoing
• Both
Message Error message, if any.
2.3.5.4 Procedures
Creating a Material Attribute Cross Reference

Displaying a Material Attribute Cross Reference
Maintaining a Material Attribute Cross Reference
2.3.6 Material Composite Attribute Workbench
2.3.6.1 Definition
A composite attribute is a collection or grouping of two or more attributes that are tied together and
dependent on each other. The combination of values is used to create a unique record. For example, if
you track country license numbers, there are two attributes: country and license number. A composite
attribute is created for these two attributes to link them together. When a user enters values for the
composite attribute, the user will always enter both values.
Composite attributes are assigned to attribute groups, just like other attributes. However, they appear
in the Material Workbench as a sub-tab of the attribute group tab.
There are three steps to creating a composite attribute:
1. Use the Material Attribute Workbench to create the attributes to be included in the composite
attribute.
2. Use the Material Composite Attribute Workbench to create a composite attribute, and assign
the created attributes to that composite attribute.
3. Use the Material Attribute Workbench to create an attribute with a composite attribute data
type, and assign the composite attribute.
A composite attribute can be created with a change number that will be valid until a new change
number is created. Change numbers have a start date but no end date. When a change number is
assigned to a composite attribute, change numbers must be used for all future maintenance.
NOTE: A composite attribute must be type CATR (composite attribute) to work in an attribute group or
attribute set and to work in the Material Workbench and lists.
2.3.6.2 Access
Transaction code: /IRM/EPPDCAM
2.3.6.3 Structure
The Material Composite Attribute Workbench screen is organized into the following areas:
•
Search and Worklist
Use the Search and Worklist to view selected composite attributes in a grid format. From the
grid, click on a composite attribute number to display that attribute in focus in the Work Area.
• Work Area
Use the Work Area to maintain one composite attribute.
NOTE: Functions accessed from the menu bar apply only to the composite attribute displayed in focus in
the Work Area and do not apply to the data in the Search and Worklist.
2.3.6.4 Procedures
Creating a Material Composite Attribute

Displaying a Material Composite Attribute
Viewing a Material Composite Attribute Where-Used List
Maintaining a Material Composite Attribute
Viewing a Material Composite Attribute Change Log
Deleting a Material Composite Attribute
2.3.7 Relationships
2.3.7.1 Relationship Overview
2.3.7.1.1 Definition
Use relationships to define a simple link between two objects (customer, vendor, material, segment). By
creating a series of 1-to-1 relationships, a 1-to-many or many-to-1 relationship structure can be defined
for a single object.
In configuration, define the relationship types, categories, document types, and paths used to create the
relationship structure.
2.3.7.1.2 Transactions
The following transactions are used to maintain relationships:
• Relation Workbench /IRM/EPRLM, to assign relationships to a relation

• Relationship Workbench /IRM/EPRLSM, to maintain relationships
• Upload Relations /IRM/EPRLUPL
• Download Relations /IRM/EPRLDL
• File Template for Relations /IRM/EPRLFTM
2.3.7.2 Upload/Download
2.3.7.2.1 Upload Relations
2.3.7.2.1.1 Definition
Use Upload Relations to import relations from a file, such as an Excel spreadsheet, rather than manually
entering the data. Files can be uploaded from the following locations:
•
Desktop, to upload from the local PC
•
File submission, to upload based on a file submission entry
•
File server, to upload directly from the application server
You must specify a file template for the upload. File templates can be created to control the fields and
format of files during upload. To create a file template, use the File Template for Relations Workbench.
2.3.7.2.1.2 Access
Transaction code: /IRM/EPRLUPL
2.3.7.2.1.3 Procedure
Uploading Relations
2.3.7.2.2 Download Relations
Use Download Relations to download selected relations to a specific file on a desktop or file server. For
large downloads, this transaction can be run as a background job.
You must specify a file template for the download. File templates are used to control the fields and
format of files during download. To create a file template, use the File Template for Relations Workbench.
2.3.7.2.2.2 Access
Transaction code: /IRM/EPRLDNL
Downloading Relations
2.3.7.2.3 File Template for Relations
Use File Template for Relations Workbench to create and maintain templates that control the fields and
format of relation files during upload.
2.3.7.2.3.2 Access
Transaction code: /IRM/EPRLFTM
2.3.7.2.3.3 Structure
The File Template for Relations Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected file templates in a grid format. From the grid, click
on file template number to display that file template in focus in the Work Area.
• Work Area
Use the Work Area to maintain one file template. In the standard Vistex implementation, the
Work Area contains the following tabs:
• Section
• Mapping
• Conversion
• Submitter
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the file template displayed in focus in the
Work Area and do not apply to the data in the Search and Worklist.
2.3.7.2.3.4 Procedures
Displaying a File Template for Relations

Creating a File Template for Relations
Maintaining a File Template for Relations
Deleting a File Template for Relations
2.4 Material Maintenance
2.4.1 Material Workbench
2.4.1.1 Definition
The Material Workbench is used to create, change, display, and provide navigation paths to all the
master data relevant to a Data Maintenance Resources material record. The material displayed in the
workbench is the DM version of the material.
To create a new material record, you may either enter the master data in the various tabs, copy an
existing similar material and make changes as needed, or copy in data from a template material. When
the new material record is saved, the system performs checks to prevent duplicate records and to
determine if all required data has been specified. The material then may be sent through an approval
process, if configured. When approved, the material record can be posted to SAP.
Material creation and subsequent processing in the workbench Work Area applies to one material at a
time. Functionality accessed from the Search and Worklist can be used to make header and detail
changes to multiple selected materials. To process materials en masse, use the Material Dashboard or
the material mass processing transactions.
The workbench provides a list of changes for a selected material. To view a list of changes for multiple
materials, use the transaction /IRM/EPPDCD Materials Change Documents.
2.4.1.1.1 DM Materials as the Material Source
As of Release 6.0E SP3, based on object type configuration, Data Maintenance materials can be used as
the material source for the following documents:
• claims
Previously, only materials posted to SAP were supported in claims. As of Release 6.0E SP3,
materials not posted to SAP also are supported.
• transaction documents
• IP documents
• catalogs
2.4.1.1.2 Numbering
When creating a material, if you choose a product type that has both an internal and external number
range assigned in configuration, you have the option to fill the material number field or leave it blank.
• If you enter a number, the system uses this as the new material number (external number
range).
• If you leave the number field blank, the system will automatically provide the material number
(internal number range).
2.4.1.1.3 Template Material
When you create a material, you may save the material as a template. In the Create Material dialog
window, check the Template checkbox. When future materials are created, specify the template name
in the Template Material field in the Reference section of the Create Material window. The system
copies all the details from the template to the new material.
A template material is no different from a non-template material, except that it has the template flag.
As a result, the template material can be posted and used in the same way a non-template material is
used.
NOTE: When performing a search, you may search for templates through Dynamic Selections (
button). Select Templates in the Header fields.
2.4.1.1.4 Maintenance Levels
The delivered maintenance levels are:
• Plant
• Sales organization / distribution channel
• Plant / storage location
• Valuation area / valuation type
• Warehouse number
• Storage type
• Tax classification - sales
• Customer info record
• Vendor info record
• MRP area
• Tax classification - purchasing
• POS control
• Geography
For Release 6.0E SP3, maintenance of data for all maintenance level dependent areas for extended user
maintenance levels is supported in the material workbench, list, and dashboard. Prior to SP3, only
limited areas (such as partners) were supported.
2.4.1.1.5 Maintenance View
The Maintenance View was designed to allow maintenance of values for all relevant areas for a
maintenance level at the same time, rather than clicking on the Maintenance Level button and
maintaining values in the Assigned Maintenance Levels dialog window.
As of Release 6.0E SP3, two views are available in the material workbench (as well as the material list,
dashboard, and domain transactions): Maintenance View and Complete View. When in Maintenance
View, only areas that are relevant to the maintenance level specified in configuration, plus general areas
and attributes, will be visible. Areas and attributes that depend on other maintenance levels will be
hidden.
The Post button will not be displayed in Maintenance View. Data can be posted only when in Complete
View.
2.4.1.1.6 Geography
As of release 1909 SP1, Geography is available as a master data field for reporting and calculation
purposes and has been integrated in Material applications. Geography manages the region/country
hierarchy for a material or product, it is available as a maintenance level for the Material application,
and can be used as a composite attribute.
2.4.1.1.7 Integrated Record
If you will be selling a material to a single customer or buying from a single vendor, you can configure
the product type to include the customer and/or vendor info record(s) in the Material Workbench. On
the Partners and Identification tabs, the system adds a maintenance level for the info record(s).
2.4.1.1.8 Component Allocation
You may assign an operation to a component material. In the Routing tab, select a line and click on the
Component Allocation button to display the Component Allocation dialog window. This window displays
list of active BOMs. Select a BOM to view a list of its components in the Components section, and then
assign the sequence and operation for each listed component.
Component allocation also is supported in the Material List Workbench.
2.4.1.1.9 Posting Summary
Certain tabs include a posting status indicator, which is green if the data has been posted to SAP's
Material Master. To view posting indicators from multiple tabs at the same time, in the menu bar, select
Extras → Posting Summary. The system displays the Posting Summary dialog window, which displays the
current posting status indicator from multiple tabs. When posting batch jobs are scheduled, the next
posting date appears in the Next Posting Date field.
2.4.1.1.10 Customer Additions
The Customer Additions (/IRM/EPCA) transaction can be used to add custom fields to the material,
material list, and material dashboard grids.
2.4.1.1.11 ECC Checks
When an item is saved, a log will appear that lists which of the pre-delivered Vistex checks (value rules)
have been completed. These checks also make sure you have filled in the ECC required fields. Checks are
activated and assigned to attributes in configuration. Non-compliance can be a warning or an error.
The following table lists the checks delivered with the DM Materials application:
Check Class Table Field
1 Valuation Class Check /IRM/CL_EPPD_VALUATION_CLASS MBEW BKLAS

2 MRP Lot Size Check /IRM/CL_EPPD_LOT_SIZE MARC DISLS
3 Lot Size Procedure Storage /IRM/CL_EPPD_LOT_SIZE_PROC MARC LAGPR, DISLS
Indicator Check
4 Planning Cycle Check /IRM/CL_EPPD_PLANNING_CYCLE MARC LFRHY

5 Forecast Model Weight Group /IRM/CL_EPPD_FORCST_WEIGHT_GRP MPOP GEWGR,PRMOD
Check
6 Cross plant material status /IRM/CL_EPPD_CROSS_PLANT_STAT MARA MSTDE, MSTAE
2.4.1.2 Access
Transaction code: /IRM/EPPDM
2.4.1.3 Structure
The Material Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected materials in a grid format. From the grid, click on a
material number to display that material in focus in the Work Area.
• Work Area
Use the Work Area to maintain one material. The Work Area contains a Quick Info section of
general data, a Header section of tabs used to enter material information, and an Attributes
section that contains a tab for each attribute group assigned to the product type.
In the standard Vistex implementation, the Work Area includes the following material
information tabs:
• General
• Extension, which displays any custom header fields that have been extended in configuration
to the material header.
• Variants
• Ownership, which displays the ownership type assigned to a material.
• Partners
• Identification
• Unit of Measure
• Additional EANs
• Text
• Hierarchy,which displays a selected material hierarchy from Material Hierarchy
Management.
• Price Type, which is used to create pricing records and/or price proposals after the material
has been posted to ECC.
• Bill of Material, which lists the bills of material assigned to the material.
• Routing, which lists the routings assigned to the material.
• Production Versions, which lists the different production techniques that can be used to
manufacture the material, at the plant level.
• Status
• Dates
• Legal Control, which contains foreign trade information for a selected country. Information is
from the Legal Control set up in standard SAP.
• Customs Tariff Preferences, used to maintain the Customs Tariff preferences for foreign
trade export by plant maintenance level.
• Joint Production, used to maintain Joint Production information either globally or by plant.
Viewing this tab requires configuration in SAP.
• Source List, used to maintain global and plant-specific source lists (replaces
ME01/ME02/ME03).
• Inspection, used to maintain inspection types (from SAP Quality Management), by plant. To
use this tab for a material type, create the required Quality Management attributes, combine
them into a attribute group, and assign the group to the material type. Use the
Material Master View button, if needed, to view the Quality Management fields in ECC.
• Additional Data, which is an extra tab that can hold additional fields programmed to appear.
• Classification
• List, which contains the material list number(s) if the material originated from a material list
or was changed from a material list. The list number is a hot key to the Material List
Workbench. Alternately, select a list and then click on the Navigate to List button.
• Sets, which displays any sets the material is assigned to.
• Notes
• Attachments, which can be used to attach documents to the material, if the Document
Repository is set up for the business object type. The folder hierarchy must be the same in
Material Workbench and Material List.
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the material displayed in focus in the Work
Area and do not apply to the data in the Search and Worklist.
The following graphic displays the basic elements of the Material Workbench. Please note that the
graphic is not drawn to scale.
2.4.1.4 Procedures
Creating a Material
Creating a Material List (Mass Change)
Displaying a Material
Maintaining One Material
Maintaining Multiple Materials
Changing the Material Type
Viewing a Material Change Log
Copying a Material
Posting a Material
Mass Changing Material Status
Creating a Composition
2.4.2 Material Dashboard
2.4.2.1 Definition
The Material Dashboard can be used to collectively display or maintain materials based on their
attributes.
There are three steps to follow when using the dashboard:
• material search, used to search for the materials to be displayed or changed

Data can be displayed or changed based on a selected maintenance level from a maintenance
level profile. If needed, a maintenance level can be created on demand. For example, if a
material is assigned to three plants but changes should be made to only one plant. Data also can
be displayed or changed based on a selected date type. You may search by planned or actual
start/end dates. During attribute selection, you specify an effective date to view materials in
effect on that date.
• material attribute selection, used to list the attributes that will appear on the results grid
Selections can be entered manually or run automatically from attribute sets.
• change/display values on the results grid
Search results appear in a grid format. Dashboard results can be saved to the Vistex tables,
saved as a material list, or posted to the material master. From the grid, you can search for a
specific attribute value and replace it with another value across multiple materials, or set the
values for a specific attribute across multiple materials.
2.4.2.1.1 Customer Additions
The Customer Additions (/IRM/EPCA) transaction can be used to add custom fields to the material,
material list, and material dashboard grids.
2.4.2.1.2 Maintenance Levels
Maintenance of data for all maintenance level dependent areas for extended user maintenance levels is
supported in the material workbench, list, and dashboard.
The Maintenance View is available in the material dashboard (as well as the material workbench, list,
and domain transactions). When in Maintenance View, only areas that are relevant to a maintenance
level specified in configuration, plus general areas and attributes, will be visible. Areas and attributes
that depend on other maintenance levels will be hidden.
2.4.2.2 Access
Transaction code: /IRM/EPPD10
2.4.2.3 Structure
Each of the three steps is performed on a separate screen:
• Search Materials
• Attribute Selection
• Work Area
2.4.2.4 Procedures
Displaying a List of Materials

Changing a List of Materials
Maintaining Info Records in the Material Dashboard
2.4.3 Domain Overview
2.4.3.1 Definition
Domains, designed to be extensions of a material, are available for use in the material workbench, list
workbench, dashboard, and attribute rules workbench. A domain (logistics, marketing, or sales, for
example) contains data that does not form an integral part of the material. In domain functionality, the
Material Workbench will be called a central domain and the other domains can access data for the
material or between themselves. The material can also access data from these domains.
Each domain will have its own set of transactions, created using the Domain Transaction Create
/IRM/EPPDDTC transaction.
NOTE: Inbound IDocs can be used to create and change vendor domains.
A domain or domain list can be created only for existing materials.
Two views are available in the domain workbench, list, and dashboard: Maintenance View and Complete
View. When in Maintenance View, only areas that are relevant to the maintenance level specified in
configuration, plus general areas and attributes, will be visible. Areas and attributes that depend on
other maintenance levels will be hidden.
2.4.3.2 Setup
2.4.3.2.1 Domain Type Configuration
Each type of domain is defined in configuration, including the following information:
• Two character domain type

• Profiles
A status profile, maintenance level profile, index table profile, index profile, and hit profile can
be assigned to the domain type.
• Attribute groups, assigned to the domain type
For the individual attributes in the attribute groups assigned to the domain type, enter the
domain type in the attribute header. Only those attributes assigned to a domain type can be
maintained in the domain.
Attributes can be referenced from a material or from a different domain. For attributes
referenced from a different domain, their Author field value will be O Domain. These attributes
cannot be edited in the domain transaction.
• Text areas, assigned specifically to the domain type
• Maintenance levels, assigned to the domain type
Each maintenance level is categorized as either Copy or Reference:
- Copy
The domain will copy the maintenance level from the material; the new maintenance level can
be maintained.
- Reference
The domain will reference the maintenance level from material; the maintenance level cannot
be added, changed, or deleted.
After a domain is created, use Domain Transaction Create /IRM/EPPDDTC to create the domain
transactions for that domain.
2.4.3.2.2 List Type Configuration
Assign the domain to the material list type.
2.4.3.3 Transactions
The following transactions will be created for each domain (XX represents the configured domain type):
• Domain Workbench /IRM/EPPDXXM

NOTE: You can navigate from the workbench worklist to the dashboard.
The Navigate button was added to the Domain Workbench worklist. Two options are
available: Mass Changes, to change text, maintenance level, and status for multiple domains and
Create List, to create a domain list for selected changed domains.
• Domain Dashboard /IRM/EPPDXX10
• Domain List Workbench /IRM/EPPDXXLM
• Domain Attribute Rule Workbench /IRM/EPPDXXARM
• Create Material Domain Outgoing List (/IRM/EPPDDLOLCRT)
Used to create an outgoing list.
• File Template for Material Domain List (ZEPPDLXXFTPM)
• File Template Qualifier for Material Domain List (ZEPPDLXXFTPQM)
Within the transactions, you can only create and maintain entries specific for that type of domain. From
the Work Area, you can copy one domain to create one or multiple copies; from the worklist you can
copy multiple domains.
2.4.4 Data Map
2.4.4.1 Data Map
The Data Map is a Web-based wizard-like approach to creating or maintaining a material or creating a
material list (individual, single or collective). The data map is designed to provide a user-friendly
replacement for the spreadsheet that typically travels from team to team to collect all the pieces of
information required for a material.
Before using a data map, you need to configure a template for that data map. The following are defined
in the Data Map Templates configuration:
• Blocks
Each block represents a business group.
The blocks and steps are shown at the top of the page in a horizontal road map format. Block
one must be completed before proceeding to block two, and so on, which provides more
efficient hand-offs between different departments in an organization.
Notes can be seen in block 0 (first block) in addition to the subsequent blocks.
• Steps
A block consists of the steps needed to be completed by a specific team.
• Frames
The frames are the standard tabs in the Material Workbench and Material List Workbench.
• Data Flow
If needed, a data flow can be attached to the Create List template for the data map. Each data
flow contains a series of data entry steps that can be performed in series or in parallel (for
example, multiple departments can enter data concurrently). The first step in the data flow will
be triggered when the data map is created and saved. As each step is completed, subsequent
step(s) is/are triggered. For more information, see the Data Flow Workbench documentation.
Attributes can be entered at a global or maintenance level. A maintenance level is used to create the
material and automatically extend it to the different organizational levels. Additional attributes not
already in standard SAP can be added to the material for tracking and reporting. Attributes may have
multiple values.
When the data map is saved, the system will create/change the material in the Material Workbench or
create the material list in the Material List Workbench. After all map blocks are complete, the newly
created or changed material can be posted to ECC or, for a list template type, the material(s) on the list
will be posted to the Material Workbench.
2.4.4.1.2 Access
Transaction code: /IRM/EPPDMP_WS
NOTE: Web Interface transactions are Business Server Pages (BSP’s). They create a unique URL that can
be accessed within the firewall or through company portals.
2.4.4.1.3 Structure
The Data Map is organized into the following pages:
• Initial screen
• Search Criteria
• Result List
• Data Map
• Road Map
• Data Map Detail
IMPORTANT: Because Vistex software is extremely versatile, the search criteria, blocks, and fields may
be customized during configuration. As a result, the pages may appear different from the standard
screens described in this document.
2.4.4.1.4 Procedures
Displaying a Data Map

Creating a Data Map
Maintaining a Data Map
Navigating the Data Map
Viewing the Data Map Progress
Viewing the Data Flow Status
2.4.4.2 Data Flow Workbench
A data flow can be integrated into a material list to trigger a series of steps that allow data maintenance
to occur simultaneously in multiple departments. For example, when a new material is created, Sales
can work on entering the sales data while Finance enters the financial data. Each set of data has its own
life cycle.
Use the Data Flow Workbench to define the steps used to maintain data. One step must be flagged as
the default/starting step in the flow. After the data flow is created, attach it to a data map by entering
the name of the data flow (to the default template) in the Data Map Template configuration. In the
material list configuration, a status profile can be assigned to use status flow functionality in the data
flow. For more information about status flows, refer to the Status Flow Overview documentation.
2.4.4.2.1.1 Parallel Step Maintenance
A "List" type data flow can be created to allow multiple users/teams to work on separate steps within a
data flow simultaneously, using (individual or collective) material lists. Each step in the data flow uses a
separate material list, which can be configured to contain only the areas of data to be worked on by a
user/team. Data entered for a step, including attribute sets, is display only (referenced) in the material
lists created for subsequent steps in the data flow.
A material list type is assigned to each step in a List data flow. In material list type configuration, the
data flow must be assigned to the material list type selected for the default/starting step. The material
list type controls the status profile to be used.
Data flow processing is performed by level code. Steps that can be worked on simultaneously are
assigned the same level code. After the status flow of a material list is set as complete and the list is
saved, then the material list is considered complete. All steps at a level must be completed before the
system triggers the next level. When you post the last list in the data flow, then the data in all lists from
that data flow will be collected, posted, and the material will be created.
2.4.4.2.2 Access
Transaction code: /IRM/EPPDDFM
2.4.4.2.3 Structure
The Data Flow Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected data flows in a grid format. From the grid, click on
a data flow name to display that data flow in focus in the Work Area.
• Work Area
Use the Work Area to maintain one data flow. In the standard Vistex implementation, the Work
Area contains the following tabs:
• Steps
• Preview, which displays a graphical representation of the flow (if Step Style is selected for
each step).
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the data flow displayed in focus in the Work
2.4.4.2.4 Procedures
Displaying a Data Flow

Creating a Data Flow
Maintaining a Data Flow
Deleting a Data Flow
2.4.5 Material Profile Run
2.4.5.1 Definition
The Material Profile Run transaction is a tool used to validate and check data for selected materials as of
a certain date. The report can be saved for later reference.
Prior to Release 60E, the assigned date value was static. As of Release E, a dynamic date value can be
assigned. When the profile run is created, the system will take into consideration the dynamic date
method and calculate the effective date. The dynamic date value can be changed to a static date.
A vertical menu bar is used to perform the following functions:
• Search, used to create the list of materials to be included in the search.

• Coverage, used to specify the type of information to be verified. Select one or more of the
following options:
• Maintenance Level
• Unit of Measure
• Identification
• EAN
• Attributes, use the Attribute tab to list the attributes to be included in the run
• Statistic Type, check one or more of the listed checkboxes to include that statistic type in the
run.
• Run, used to run the profile. The results can be accessed from the Result menu option, by
coverage type. For the selected attributes, the grid lists the number of materials that meet each
selected statistic type. The number of materials is a link to display a list of the affected
materials.
2.4.5.2 Access
Transaction code: IRM/EPPDPRM
2.4.5.3 Procedure
Creating a Material List
2.4.6 Material Hierarchy
2.4.6.1 Definition
Use the Material Hierarchy transaction to display and maintain a material hierarchy. This hierarchy is for
use in DM only; ECC is not updated.
NOTE: The parent material must be assigned to a product type with material category J (Hierarchy).
Child materials can be any material category.
You must specify an effective on date to maintain a hierarchy. If you specify a date range, the results will
appear in Display mode only.
Release 1909 allows hierarchies to be maintained at the material level. In earlier releases, hierarchies
could only be maintained at the sales organization level. When processing a material hierarchy, it is now
possible to search using an attribute set for search section.
2.4.6.2 Access
Transaction code: /IRM/EPPDHIM
2.4.6.3 Structure
Material Hierarchy is organized into two screens:
• Process Material Hierarchy, used to select the hierarchy to be displayed or maintained

• Work Area
2.4.6.4 Procedures
Displaying a Material Hierarchy for a Date Range

Displaying a Material Hierarchy
Adding a Material to a Material Hierarchy
Deleting a Material from a Material Hierarchy
2.4.7 Material List
2.4.7.1 Material Lists
Documentation for material lists is available for the following screen formats:
• UI Application (SAP Fiori)

• SAP GUI
2.4.7.2 Upload/Download
2.4.7.2.1 Upload Material List
Use Upload Material List to import a material list from a file, such as an Excel spreadsheet, rather than
manually entering the data. Files can be uploaded from the following locations:
• Desktop, to upload from the local PC

• File submission, to upload based on a file submission entry
• File server, to upload directly from the application server
NOTE: If info record lines are included in the file, the system will directly create the info records when
the list is uploaded.
format of files during upload. To create a file template, use the File Template for Material List Workbench.
When uploaded, the materials are saved to a material list document for approval.
Delta Update
In the transmission file, to enter a change entry for a particular section/area the row must contain the
key fields, the field(s) to be changed, and action = Change.
2.4.7.2.1.2 Access
Transaction code: /IRM/EPPDLUPLN
Uploading a Material List
2.4.7.2.2 Download Material List
Use Download Material List to download selected material lists to a specific file on a desktop or file
server. For large downloads, this transaction can be run as a background job.
format of files during download. To create a file template, use the File Template for Material List Workbench.
2.4.7.2.2.2 Access
Transaction code: /IRM/EPPDLDNLN
Downloading a Material List
2.4.7.2.3 File Template for Material List
Use File Template for Material List Workbench to create and maintain templates that control the fields
and format of material list files during upload and/or download.
Qualifiers can be used to maintain selected section data in the same row. To maintain the material list
qualifiers use the transaction File Template Qualifier for Material List (/IRM/EPPDLFTPQM). For each
qualifier, assign a section and the anchor field, the first field of the section.
2.4.7.2.3.2 Access
Transaction code: /IRM/EPPDLFTPM
The File Template for Material List Workbench screen is organized into the following areas:

• Work Area
• Attribute, used to assign a list type, resent indicator, and discontinue indicator to the file
template. In configuration, composite attributes are assigned to each list type.
• Section
• Mapping
• Conversion
• Submitter
• Admin Data
Displaying a File Template for Material List

Creating a File Template for Material List
Maintaining a File Template for Material List
Deleting a File Template for Material List
2.4.8 Info/Trade Records
2.4.8.1 Customer Info Records
2.4.8.1.1 Customer Info Record Workbench
The Customer Info Records Workbench is used to create, change, and display customer-specific
information about a material. For example, the customer may have its own description for a material.
When you create a sales order, the material data will be copied from the customer/material info record.
To use this workbench, both the customer record and the material record must exist in Data
Maintenance.
The Customer Info Records Workbench and the Customer Info Records Dashboard replace SAP
transactions VD51, VD52, and VD53.
NOTE: Inbound and outbound IDoc functionality is provided to create and change customer info records.
If a customer info record is updated from a background report, all the messages generated will be saved
in a log. To view these message logs, use the Display Customer Info Record Log (/IRM/EPKUIRLOG)
transaction.
ECC Checks
When a customer info record is saved, a log will appear that lists which of the pre-delivered Vistex
checks (value rules) have been completed. These checks make sure you have filled in the ECC required
fields. Checks are activated and assigned to attributes in configuration. Non-compliance can be a
warning or an error
The following table lists the Customer Info Record checks delivered with the DM Customers application:
1 Partial Delivery Check /IRM/CL_EPKUIR_PARTIAL_DELV KNMT KZTLF, ANTLF

2 Tolerance Check /IRM/CL_EPKUIR_TOLERANCE_LIMIT KNMT UEBTK, UEBTO,
UNTTO
2.4.8.1.1.2 Access
Transaction code: /IRM/EPKUIRM
The Customer Info Record Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected info records in a grid format. From the grid, click
on an info record number to display that info record in focus in the Work Area.
• Work Area
Use the Work Area to maintain one customer info record. The Work Area contains a Header
section of general data, a Details section of tabs used to enter customer info record information,
and an Attributes section that contains a tab for each material attribute group assigned to the
customer info record profile. In the standard Vistex implementation, the Details section contains
the following tabs:
• Identification
• Text
• Status
• Notes
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the customer info record displayed in focus
Displaying a Customer Info Record

Creating a Customer Info Record
Copying a Customer Info Record
2.4.8.1.2 Customer Info Record Dashboard
The Customer Info Record Dashboard is used to change and/or display more than one customer info
record at a time, based on the attributes that were selected. Results are displayed in a grid format.
Customer info records can contain material attributes ONLY; they cannot contain customer attributes.
• customer info record search, used to search for the customer info records to be displayed or
changed
• attribute selection, used to list the attributes that will appear on the results grid
Search results appear in a grid format. Dashboard results can be saved to DM and/or posted to
SAP. From the grid, you can search for a specific attribute value and replace it with another
value across multiple records, or set the values for a specific attribute across multiple records.
2.4.8.1.2.2 Access
Transaction code: /IRM/EPKUIR10
• Search Customer Info Records

• Work Area
Displaying a List of Info Records

Changing a List of Info Records
2.4.8.1.3 Upload/Download
2.4.8.1.3.1 Upload Customer Info Record
Definition
Use Upload Customer Info Records to mass upload customer info records from a file, such as an Excel
spreadsheet, rather than manually entering the data. Files can be uploaded from the following locations:
•
•
•
format of files during upload. To create a file template, use the File Template for Customer Info Record
Workbench.
Access
Transaction code: /IRM/EPKUIRFTUPL
Procedure
Uploading Customer Info Records
2.4.8.1.3.2 Download Customer Info Records
Definition
Use Download Customer Info Records to download selected customer info records to a specific file on a
desktop or file server. For large downloads, this transaction can be run as a background job.
format of files during download. To create a file template, use the File Template for Customer Info Record
Workbench.
Access
Transaction code: /IRM/EPKUIRFTDNL
Procedure
Downloading Customer Info Records
2.4.8.1.3.3 File Template for Customer Info Record
Definition
Use File Template for Customer Info Record Workbench to create and maintain templates that control
the fields and format of customer info record files during upload and/or download.
Access
Transaction code: /IRM/EPKUIRFTM
Structure
The File Template for Customer Info Record Workbench screen is organized into the following areas:

• Work Area
• Section
• Mapping
• Conversion
• Submitter
• Admin Data
Procedures
Displaying a File Template for Customer Info Record

Creating a File Template for Customer Info Record
Maintaining a File Template for Customer Info Record
Deleting a File Template for Customer Info Record
2.4.8.2 Vendor Info Records
2.4.8.2.1 Vendor Info Record Workbench
The Vendor Info Records Workbench is used to create, change, and display vendor-specific information
about a material or material group. For example, the vendor may have its own description for a
material/material group. When you create a purchase order, the material data will be copied from the
vendor/material info record. To use this workbench, both the vendor record and the material record
must exist in Data Maintenance Resources.
The Vendor Info Record Workbench and Vendor Info Record Dashboard replace ME11, ME12, and
ME13.
NOTE: Inbound and outbound IDoc functionality is provided to create and change vendor info records.
If a vendor info record is updated from a background report, all the messages generated will be saved in
a log. To view these message logs, use the Display Vendor Info Record Log (/IRM/EPLIIRLOG) transaction.
Pricing Integration
Condition records can be maintained in the info record, based on configuration. When configured, the
Rules Overview and Rules tab will be displayed allowing you to create condition records for the price
sheets specified in configuration. When the info record is saved, the system creates a price proposal;
after the info record is posted, the price proposal is posted. The Proposal History tab is displayed to
track the posted price proposals.
ECC Checks
When a vendor info record is saved, a log will appear that lists which of the pre-delivered Vistex checks
(value rules) have been completed. These checks make sure you have filled in the ECC required fields.
Checks are activated and assigned to attributes in configuration. Non-compliance can be a warning or an
error
The following table lists the Vendor Info Records check delivered with the DM Vendors application:
1 Tolerance Check /IRM/CL_EPLIIR_TOLERANCE_LIMIT EINE UEBTK, UEBTO,

UNTTO
2.4.8.2.1.2 Access
Transaction code: /IRM/EPLIIRM
The Vendor Info Record Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected info records in a grid format. From the grid, click
on an info record number to display that info record in focus in the Work Area.
• Work Area
Use the Work Area to maintain one vendor info record. The Work Area contains a Header
section of general data, a Details section of tabs used to enter vendor info record information,
and an Attributes section that contains a tab for each material attribute group assigned to the
vendor info record profile. In the standard Vistex implementation, the Details section contains
the following tabs:
• Identification
• Text
• Status
• Notes
• Proposal History, (appears if Pricing Integration is configured) to track the posted price
proposals created when rules are entered in the workbench
• Rules Overview, which appears if Pricing Integration is configured
• Rules, which appears if Pricing Integration is configured
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the info record displayed in focus in the
Displaying a Vendor Info Record

Creating a Vendor Info Record
Copying a Vendor Info Record
2.4.8.2.2 Vendor Info Record Dashboard
The Vendor Info Records Dashboard is used to change and/or display more than one vendor info record
at a time based on the attributes that were selected. The results are displayed in a grid format.
Vendor info records can contain material attributes ONLY; they cannot contain vendor attributes.
• vendor info record search, used to search for the vendor info records to be displayed or changed
• attribute selection, used to list the attributes that will appear on the results grid
Search results appear in a grid format. Dashboard results can be saved to DM and/or posted to
SAP. From the grid, you can search for a specific attribute value and replace it with another
value across multiple records, or set the values for a specific attribute across multiple records.
2.4.8.2.2.2 Access
Transaction code: /IRM/EPLIIR10
• Search Vendor Info Records

• Work Area
Displaying a List of Info Records

Changing a List of Info Records
2.4.8.2.3.1 Upload Vendor Info Record
Definition
Use Upload Vendor Info Record to mass upload vendor info records from a file, such as an Excel
•
•
•
format of files during upload. To create a file template, use the File Template for Vendor Info Record
Workbench.
Access
Transaction code: /IRM/EPLIIRFTUPL
Procedure
Uploading Vendor Info Records
2.4.8.2.3.2 Download Vendor Info Records
Definition
Use Download Vendor Info Records to download selected vendor info records to a specific file on a
format of files during download. To create a file template, use the File Template for Vendor Info Record
Workbench.
Access
Transaction code: /IRM/EPLIIRFTDNL
Procedure
Downloading Vendor Info Records
2.4.8.2.3.3 File Template for Vendor Info Record
Definition
Use File Template for Vendor Info Record Workbench to create and maintain templates that control the
fields and format of vendor info record files during upload and/or download.
Access
Transaction code: /IRM/EPLIIRFTM
Structure
The File Template for Vendor Info Record Workbench screen is organized into the following areas:

• Work Area
• Section
• Mapping
• Conversion
• Submitter
• Admin Data
Procedures
Displaying a File Template for Vendor Info Record

Creating a File Template for Vendor Info Record
Maintaining a File Template for Vendor Info Record
Deleting a File Template for Vendor Info Record
2.4.8.3 Material Trade Records
2.4.8.3.1 Material Trade Record Workbench
The Material Trade Record Workbench is used to create, display, and maintain all the information
relevant to a customer or vendor organization/material trade record.
The material trade record is a unique combination of a particular Material Master record and either a
Customer Material Organization Master record or a Vendor Organization Master record.
NOTE: If a material trade record is updated from a background report, all the messages generated will
be saved in a log. To view these message logs, use the Display Material Trade Record Log
(/IRM/EPPDTRLOG) transaction.
2.4.8.3.1.2 Access
Transaction code: /IRM/EPPDTRM
The Material Trade Record Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected trade records in a grid format. From the grid, click
on a trade record number to display that info record in focus in the Work Area.
• Work Area
Use the Work Area to maintain one material trade record. The Work Area contains a Header
section of general data, a Details section of tabs used to enter material trade record
information, and an Attributes section that contains a tab for each material attribute group
assigned to the material trade record profile. In the standard Vistex implementation, the Details
section contains the following tabs:
• Identification
• Text
• Status
• Notes
• Admin Data
Displaying a Material Trade Record

Creating a Material Trade Record
Copying a Material Trade Record
2.4.8.3.2 Material Trade Record Dashboard
The Material Trade Record Dashboard is used to change and/or display more than one material trade
record at a time, based on selected attributes. The results are displayed in a grid format.
Material trade records can contain material attributes ONLY; they cannot contain customer attributes or
vendor attributes.
2.4.8.3.2.2 Access
Transaction code: /IRM/EPPDTR10
The Dashboard is organized into three main screens:
• Search Material Trade Records

• Work Area
Displaying a List of Trade Records

Changing a List of Trade Records
2.4.8.3.3.1 Upload Material Trade Record
Definition
Use Upload Material Trade Records to mass upload material trade records from a file, such as an Excel
•
•
•
format of files during upload. To create a file template, use the File Template for Material Trade Record
Workbench.
Access
Transaction code: /IRM/EPPDTRFTUPL
Procedure
Uploading Material Trade Records
2.4.8.3.3.2 Download Material Trade Records
Definition
Use Download Material Trade Records to download selected material trade records to a specific file on a
format of files during download. To create a file template, use the File Template for Material Trade Record
Workbench.
Access
Transaction code: /IRM/EPPDTRFTDNL
Procedure
Downloading Material Trade Records
2.4.8.3.3.3 File Template for Material Trade Record
Definition
Use File Template for Material Trade Record Workbench to create and maintain templates that control
the fields and format of material trade record files during upload and/or download.
Access
Transaction code: /IRM/EPPDTRFTM
Structure
The File Template for Material Trade Record Workbench screen is organized into the following areas:

• Work Area
• Section
• Mapping
• Conversion
• Submitter
• Admin Data
Procedures
Displaying a File Template for Material Trade Record

Creating a File Template for Material Trade Record
Maintaining a File Template for Material Trade Record
Deleting a File Template for Material Trade Record
2.5 Material Processing
2.5.1 Change Material Type
2.5.1.1 Definition
Use the Change Material Type transaction to change the material type for multiple materials. Use the
selection screen to choose a range of materials and specify the new material type to be used. Upon
execution, the program displays a log that lists the materials that were successfully changed as well as
changes that failed.
NOTE: To change the material type for one material, you may use the Material Workbench.
2.5.1.2 Access
Transaction code: /IRM/EPPD70
2.5.1.3 Procedure
Changing the Material Type for Selected Materials
2.6 Mass Processing
2.6.1 Material Mass Processing
The following mass processing transactions can be accessed using the path DM Materials → Material
Mass Processing:
• Create Material from ECC (/IRM/EPPD50)

Used to create materials in the DM Materials application from existing materials in ECC. Only
posting relevant areas will be overwritten; areas that are not posting relevant will not be
affected. Typically, this transaction is run one time during implementation.
The conversion can be limited to data relevant to a selected maintenance level. In the
Conversion section of the criteria screen, in the Conversion Type field select the Partial option
and in the Conversion Maintenance Level Profile field select the maintenance level to be
converted.
• Post Materials to ECC (/IRM/EPPD60)
Used to post materials from the DM Materials application to ECC
• Post Material Lists (/IRM/EPPDL60)
Used to post approved material lists
• Material Mass Process (/IRM/EPPD80)
Allows multiple selection criteria to group a number of materials for processing. The transaction
provides the following processing options:
• Process and Save: Used when something is changed in configuration, and the changes need
to be reflected through a number of selected materials.
• Perform Checks: Used to validate rules and perform checks on selected objects for multiple
materials.
• Create BOMS from ECC (/IRM/EPPDBOM50)
Used to convert bills of material from ECC to Data Maintenance Resources. Check the Overwrite
checkbox if changed ECC BOMs should overwrite existing BOMs in DMR.
• Create Routings from ECC (/IRM/EPPDRTG50)
Used to covert routings from ECC to Data Maintenance Resources structures.
• Create Customer Info Records from ECC (/IRM/EPKUIR50)
Used to create customer info records in the DM Materials application from existing info records
in ECC. Typically, this transaction is run one time during implementation.
• Create Vendor Info Records from ECC (/IRM/EPLIIR50)
Used to create vendor info records in the DM Materials application from existing info records in
ECC. Typically, this transaction is run one time during implementation.
• Post Customer Info Records to ECC (/IRM/EPKUIR60)

Used to post customer info records from the DM Materials application to ECC
• Post Vendor Info Records to ECC (/IRM/IPLIIR60)
Used to post vendor info records from the DM Materials application to ECC
• Create Material Outgoing List (/IRM/EPPDLOLCRT)
Used to create an outgoing list.
2.7 Extras
2.7.1 Status Flow
2.7.1.1 Status Flow Overview
Status Flow is a flexible approval process tool that can be managed by business users. Status Flow
provides the ability to:
• Create an approval process for creating or changing a Vistex object.

• Set an approval either in the Status tab of the object workbench (such as Agreement
Workbench) or in an email.
• Change the approval flow from one predefined path to another either based on preset triggers
or on-the-fly.
2.7.1.1.2 Processing Steps
1. The process begins when an object document requires approval.

For example, when an agreement is created it must be approved by a list of users in a
predefined sequence.
2. Default trigger starts the standard flow.
The connection between a Vistex object (such as an agreement type) and the status flow is the
Vistex status profile, which leverages the statuses defined in a standard SAP status profile. A
Vistex status profile consists of a list of triggers, each of which starts a status flow.
For example, the default trigger starts the standard flow, but a second trigger in the status
profile can be set up to stop the current flow and start a rush/shortened flow. A different trigger
can be started manually (when a person is on vacation, for example) or started automatically
based on a business script (for example, when the agreement amount is greater than a preset
limit).
3. Step one in the status flow sends a communication (such as an email) to the first person who
must approve the document. This communication may be a notification that the user should set
the approval in a workbench, or may include buttons to set the approval. The text, buttons, and
links are set up in a template assigned to the activity in the status flow step.
NOTE: The system can be set up to receive offline approvals from email recipients who have
access to email but not to the SAP system. The recipient replies by entering the button text
(such as Approve) in the first line of the reply email. The reply is sent automatically to the SAP
Business Workplace Inbox for the "Approvals" user. That user then runs a report to process the
offline approvals.
If needed, communications can be sent to multiple recipients, all of whom must approve the
document before it is sent to the next status flow step.
Supported types of recipients (processors) are: changed by, created by, organizational unit,
external person, SAP personnel number, partner function (for example a contact person
attached to the sold-to on an agreement), position, or SAP user.
4. If approved, the process continues to the processor(s) in the next step of the status flow.
Other outcomes assigned in the flow step will indicate what action will be performed. For
example, if rejected, a communication might be sent to the sales representative asking that
person to provide additional information. Or, the activity might be redirected to another
processor.
5. If set up, the system will generate an activity document for each step in the process to track
communication.
Activity documents for a specific time period, status, or type of activity can be viewed in a
workbench.
6. The process continues until the flow is complete.
The final step in the status flow might be to send a communication to the user who first created
the agreement.
2.7.1.1.3 Transactions
The following transactions are used to set up status flow:
• BS02
Create a standard SAP status profile. For each status, enter the Status and Short Text field values
and flag one of the statuses as the Initial status. DO NOT make any entry for Status Number and
the Highest and Lowest Status number fields. Set the transaction control for each status. Assign
the appropriate Vistex object type to the status profile.
• Status Profile /IRM/GSPM
Activate an existing SAP status profile for Vistex processing. Selection of an SAP status profile in
this workbench flags the system to use Vistex status flow. The statuses from that SAP status
profile will be used in the Vistex status profile and status flow (and appear in the Statuses tab).
The SAP statuses can be renamed, if needed.
NOTE: In configuration, assign the Vistex status profile to the object type
Define and set one trigger as the default starting point, and define additional triggers, as
needed. Assign a status flow to each trigger (can transfer directly to the Status Flow
Workbench).
• Status Flow /IRM/GSFM
Define the flow steps, and indicate which step is the starting (default) step. For each step, set
the possible outcome(s), which identify the actions available to a user when the status flow step
is reached as well as the next status flow step, based on the chosen outcome.
Possible flow designs include the following:

• Sequential
One approval is required for each step.
• Parallel
Multiple concurrent approvals can be required in one step.
• Conditional
Business script functionality is integrated into the status flow, and can be used to automate
the flow or to conditionally switch to another trigger, such as for an accelerated approval
process.
• Delegation Workbench /IRM/GDGM)
When a processor will be unavailable, such as on vacation, their approvals can be delegated to
another processor. Create the delegation, which lists the substitute processor(s), and assign it to
the organizational unit for the substitute processor(s). If multiple processors are assigned, only
one has to respond to the communication. The Delegation User Assignment (/IRM/GDGUA)
transaction can be used to assign SAP users to existing delegations.
• Activity transactions:
NOTE: Activity types, priority codes, and reason codes are defined in Activities configuration.
• Activity Template (/IRM/GACTPM)
Define the templates to be used for activities in the flow steps and statuses at the outcome
level. For example, design the email used to request an approval, including the text, buttons,
attachments, and links. The text may include dynamic values, as needed. Approval is
performed by clicking on a predefined button. Attachments and/or links can be used to
provide additional information.
• Activities (/IRM/GACM)
Activities are defined in the status flow. When an event occurs, the system creates an activity
document to track the approval process. Use the Activity Workbench to view and maintain
the activity documents.
• Activity Mass Process (/IRM/GACMP)
Run this batch program to process activities that have been flagged as Set Auto Outcome,
Send Reminder, or Redirect.
NOTE: The same processing can be performed in the Activity Workbench, using mass
processing.
• Activity Office Approvals (/IRM/GACOA)
Offline approvals are used, for example, when the processor has no access to SAP. Run this
report to process offline approvals by setting the outcome. Two options are available: Static
(all) and Failed (only the failed approvals).
• Trigger Workbench (/IRM/GTRGM)
Triggers are reminders to send an activity out on a given date
• Activity Date Type Process (/IRM/GACDP)
Enter the information for the object and date type a trigger is assigned to. When you execute
the transaction, the system sends out all the related activities.
2.8 Material Utilities
2.8.1 Create Attributes for Materials
2.8.1.1 Definition
The Create Attributes for Materials utility is used to mass create DM material attributes from standard
SAP material attributes. This transaction typically is run one time during implementation. Results are
displayed in a grid format.
2.8.1.2 Access
Transaction code: /IRM/EPPDUA
2.8.1.3 Structure
The following buttons appear on the Create Attributes for Materials mass processing screen:
Button Action
Create Attribute
Used to create the selected SAP material attributes in DM. This button is available
after at least one field selection has been chosen.
When this button is clicked, the system displays a log to inform the user if the
material attributes were successfully created. If successful, the line color of the
selected attributes is changed to appropriately reflect that the attributes already
exist.
Select All
A log will appear to inform you of any missing information. All lines in the grid will
display a checkmark in the Field Selection checkbox, except the lines with errors.
The lines with errors will be colored pink.
Deselect All
Unselect all lines in the grid.
Search and Replace
Search for a selected value and replace that value with a specified value.
Color Legend
View the color legend associated with the grid.
Details
View selected records in a vertical column format in a separate window.
Sort in Ascending Order
Sort the data in a selected column in ascending alphanumeric sequence.
Sort in Descending Order
Sort the data in a selected column in descending alphanumeric sequence.
Find
Find a term within the grid values. The system highlights any cell that contains the
term.
Find Next
Find the next instance of a term searched for previously.
Export
Export the entire contents of the grid area to the selected document type/file
type.
Choose Layout
Choose, change, save, and manage column layouts within the ALV grid.
The following fields appear in the grid:
Field Description
Table Name SAP table name or structure.

Field Name SAP field name within the table name/structure. Click on the link to
view the data element.
Short Description SAP short description for the field name.
Key Field Contains an indicator signifying that the field is a key field of the
table.
Field Selection Checkbox is checked if attributes in the grid can be created.
NOTE: The checkbox will exist for attributes that cannot be created
or already have been created, but the system will prohibit the user
from selecting the checkbox.
Attribute Name SAP characteristic name that was created using transaction CT04
(Characteristics).
Attribute Description SAP characteristic description that was created using transaction
CT04 (Characteristics).
2.8.1.4 Procedure
Creating Attributes for Selected Materials
2.8.2 Segment Workbench
2.8.2.1 Definition
Segments are collections of objects that will be used for reporting purposes. Objects for the following
component types can appear in a segment:
•
agreements
•
customers
•
materials
•
vendors
In Data Maintenance - Resources configuration, define segment types. For each segment type, assign
the components to be included. For each component, assign the field to which output for that
component of the segment will be resolved. A maintenance level can be assigned to each component.
Use the Segment Workbench to create and maintain segments. When creating a segment, you select a
segment type. Components assigned in configuration to that segment type appear as tabs in the Work
Area. Information entered on the tabs determines which objects will be selected.
2.8.2.2 Access
Transaction code: /IRM/EPSGM
2.8.2.3 Structure
The Segment Workbench screen is organized into the following areas:
•
Search and Worklist
Use the Search and Worklist to view selected segments in a grid format. From the grid, click on a
segment number to display that segment in focus in the Work Area.
• Work Area
Use the Work Area to maintain one segment.
NOTE: Functions accessed from the menu bar apply only to the segment displayed in focus in the Work
2.8.2.4 Procedures
Displaying a Segment
Creating a Segment
Copying a Segment
Maintaining a Segment
Deleting a Segment
2.8.3 Logs
2.8.3.1 Display Attribute Log
Use the Display Attribute Log transaction to view the attributes message log. This log can help you check
messages generated during the transfer of attributes from one system to another.
2.8.3.1.2 Access
Transaction code: /IRM/EPATLOG
2.8.3.2 Display Attribute Group Log
Use the Display Attribute Group Log transaction to view the attribute groups message log. This log can
help you check messages generated during the transfer of attribute groups from one system to another.
2.8.3.2.2 Access
Transaction code: /IRM/EPAGLOG
2.8.3.3 Display Attribute Set Log
Use the Display Attribute Set Log transaction to view the attribute sets message log. This log can help
you check messages generated during the transfer of attribute sets from one system to another.
2.8.3.3.2 Access
Transaction code: /IRM/EPASLOG
3 User Experience
3.1 Role Workbench
3.1.1 Definition
Use the Role Workbench to define roles for the UI applications. The role restricts which workspaces a
user who is assigned to the role can enter. When the user navigates to an application in the UI, the
system displays the UI profiles for the application, based on the active role that the user is assigned to.
To access the Fiori application, each user must be assigned to a role.
For each role, assign the following:
•
workspaces, from those defined in the Workspace Workbench (/IRM/GWSM)
•
UI profiles, from those defined in the UI Profile Workbench
•
search profiles, from those defined in the Search Profile Workbench
NOTE: If using the UI 2.0 Application, you do not need to assign the search profiles to the role.
• search domains, from those defined in the Search Domain Workbench
A search domain can be used to execute a freestyle search from the home page of a Fiori
application.
• Launchpad attributes, whether to show/hide Favorites and Search functions
• users, each of which can be assigned to only one active role (can be assigned to any number of
inactive roles)
NOTE: A role must be activated to be used by the UI.
Vistex provides pre-delivered configuration for the UI objects. For each UI object, the configuration
includes the data areas, functions, and structures assigned to each application.
3.1.2 Access
Transaction code: /IRM/GURLM
User Experience
3.1.3 Structure
The Role Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected roles in a grid format. From the grid, click on a role
name to display that role in focus in the Work Area.
• Work Area
Use the Work Area to maintain one role. In the standard Vistex implementation, the Work Area
contains the following tabs:
• Workspaces
• UI Profiles
• Search Profiles
NOTE: This tab is not used for the UI 2.0 Application
• Search Domains, to restrict the search to certain domains. Assigning a search domain to a
rule will activate the freestyle search functionality on the Fiori home page.
• Attributes, to specify the date format (if using the UI 2.0 Application), and indicate whether
to show/hide the Search and Favorites on the Fiori home page.
• Users, to assign users to the role.
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the role displayed in focus in the Work Area
and do not apply to the data in the Search and Worklist.
3.1.4 Procedures
Displaying a Role
Creating a Role
Activating a Role
Copying a Role
Maintaining a Role
Deleting a Role
3.2 Workspace Workbench
3.2.1 Definition
GUI transactions and/or URL’s can be added to a workspace individually or imported to the workspace
from a selected SAP role. Links are grouped into sections, and sections may be nested. Sections are
arranged on the page in a two-column format, based on system-assigned or user-assigned column and
row numbers.
Individual workspaces may be combined into composite workspaces. For a composite workspace, all the
links from the individual workspaces will appear in the Launchpad.
As a workspace is designed or changed, the designer can preview, by language, how the sections will
appear in the Launchpad workspace area.
3.2.2 Access
Transaction code: /IRM/GWSM
3.2.3 Structure
The Workspace Workbench screen is organized into the following areas:

Use the Search and Worklist to view information for selected workspaces in a grid format. From
the grid, click on a workspace name to display that workspace in focus in the Work Area.
• Work Area
Use the Work Area to maintain one workspace. For a composite workspace, a grid is used to list
the workspaces in the composite. For an individual workspace, a series of tabs is used to design
the workspace. In the standard Vistex implementation, the Work Area contains the following
tabs:
• Links
• Sections
User Experience
• Preview
• Notes
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the workspace displayed in focus in the
3.2.4 Procedures
Displaying a Workspace
Creating an Individual Workspace
Creating a Composite Workspace
Using a Role to Create a Workspace
Copying a Workspace
Deleting a Workspace
3.3 Search Profile Workbench
3.3.1 Definition
Use the Search Profile Workbench to define the search and results pages used in the UI application and
the GUI search screens.
NOTE: A search profile must be activated to be used.
•
UI Application:
After the UI profiles are defined, they are attached to roles in the Role Workbench
(/IRM/GURLM). and workspace links in the Workspace Workbench (/IRM/GWSM). The role
controls which workspaces a user can enter. When the user navigates to an application in the UI,
the system displays the search profile and UI profile for the application, based on the role.
• GUI Screens:
The active search profiles will be listed in the Search Profile dropdown on the search screens.
NOTE: To use the Mass Hierarchy application in Fiori, both the search profile and UI profile must be set
to Material Mass Hierarchy.
3.3.2 Access
Material transaction code: /IRM/EPPDUSPM
Material list transaction code: /IRM/EPPDLUSPM
3.3.3 Structure
The Search Profile Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected search profiles in a grid format. From the grid, click
on a search profile name to display that search profile in focus in the Work Area.
• Work Area
Use the Work Area to maintain one search profile. In the standard Vistex implementation, the
User Experience
• Search
• Result
• Functions
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the search profile displayed in focus in the
3.3.4 Procedures
Displaying a Search Profile

Creating a Search Profile
Activating a Search Profile
Copying a Search Profile
Maintaining a Search Profile
Deleting a Search Profile
3.4 UI Profile Workbench
3.4.1 Definition
Use the UI Profile Workbench to define the view and access of data in each UI application.
After UI profiles are defined, they are attached to roles in the Role Workbench (/IRM/GURLM). The role
controls which workspaces a user can enter. When the user navigates to an application in the UI, the
system displays the search profile and UI profile for that application, based on the role.
In each UI profile define the following:
•
sections, which are the tabs displayed in the UI
•
fields, which can be grouped in a tab under separate headings
•
functions, which are assigned by section or globally for the application
NOTE: To use the Mass Hierarchy application in Fiori, both the UI profile and search profile must be set
to Material Mass Hierarchy.
3.4.1.1 Live Planner
In Release 1909 Live Planner is included in the UI Profile Workbench. Live planner maintains the rules
and promotions whenever a mapping profile is saved. The live planner is then automatically generated
when the document is created. In order for the $BB/unit to be displayed in the live planner, users must
maintain the value and validity when mapping key figures in the mapping profile. Additionally, users
must flag the Anchor Rule field to combine $BB/unit based on the flexible period to generate a
cumulative record. When the Anchor Rule field is not flagged, the live planner will only display the
existing record.
After adding a promotion to a master agreement’s rule, when the live planner is refreshed in Fiori the
grid will regenerate to include the new rules.
User Experience
3.4.1.2 Clauses and Templates
In Release 1909, a new Qualifier section was added to the Clause UI profile transactions. Similar to the
Qualifier section in the GUI, this functionality allows users to easily reference information from a
specified object type. The Qualifier section can be added to any existing Clause UI profile.
When setting up the Clause tile in Fiori the workspace for clauses and templates (ZGBLWRKSP) must be
selected. The UI Type is defined as Document, and the Context is set to Object Type and Application.
3.4.2 Access
Material transaction code: /IRM/EPPDUPM
Material list transaction code: /IRM/EPPDLUPM
Product list transaction code: /IRM/GPLM
Product list UI profile transaction code: /IRM/GPLUPM
3.4.3 Structure
The UI Profile Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected UI profiles in a grid format. From the grid, click on
a UI profile name to display that search profile in focus in the Work Area.
• Work Area
Use the Work Area to maintain one UI profile. In the standard Vistex implementation, the Work
Area contains the following tabs:
• Qualifiers, to enter a vendor list type. The UI profile for the material list applies only to the
one material list type specified on this tab.
• Sections
• Fields
• Functions
• Field Groups
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the UI profile displayed in focus in the Work
3.4.4 Procedures
Displaying a UI Profile
Creating a UI Profile
Adding an Extension Function
Activating a UI Profile
Copying a UI Profile
Maintaining a UI Profile
Deleting a UI Profile
User Experience
3.5 Designer
3.5.1 Definition
Initially released in 1709, Designer in Fiori maintains the text/data for clauses with various customization
options.
3.5.1.1 Language
The user has an option to select the language for the clause. The user clicks on the Add button to select
the required language.
3.5.1.2 Full Screen
The user has an option to view the clause data in full screen using the Full Screen icon at the upper right.
The same button is used to exit from full-screen view.
3.5.1.3 Layout
The layout is present on the left side of the Designer tab. It includes layout options for the page and its
components. The components section includes the icons listed below.
Icon Name Definition
Insert a table to display filed data from a ViZi data source or report (Row &
TABLE
Column)
A cross table is a two-way table consisting of columns and rows. It is also

CROSS TABLE
known as a pivot table or a multi-dimensional table.
FORM Display data in a top - down format
If you want to display the address as per SAP standard’s we can use the address
ADDRESS
component.
TEXT AREA to display static text along with the field data
LINK Here we can display hyperlinks in reports
IMAGE We can upload images on to the Page (like company logo)
HORIZONTAL
We can draw a horizontal line in page
LINE
Subform is like section to define the multiple elements adjacent to each other
SUB FORM
after interactive element
ORDERED LIST To display the data in list format with numbering/dots/etc..
As of Release 1909, Designer in Fiori includes two new features.
3.5.1.4 Watermark
Users can generate a customized watermark for their documentation. Using text or an uploaded image,
users can adjust the size, position, and rotation of the watermark.
User Experience
3.6 UI Profile for Data Objects
3.6.1 Address Profile Workbench
3.6.1.1 Definition
Use the Address Profile Workbench to create and maintain the address profiles used in the UI
Application (SAP Fiori) as qualifiers for the Address Overview, Address Usage, Business Address, Contact
Persons, and Home Address data areas in the UI Profile. Address profiles can be created for business,
home, and contact addresses.
3.6.1.2 Access
Transaction code: /IRM/GAPFM
3.6.1.3 Structure
The Address Profile Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected address profiles in a grid format. From the grid,
click on an address profile name to display it focus in the Work Area.
• Work Area
Use the Work Area to maintain one address profile. In the standard Vistex implementation, the
Work Area includes the following tabs:
• Fields, to assign fields to the address profile
• Field Groups, to define the field groups used in the address profile
• Admin Data
NOTE: Functions accessed from the menu bar apply only to the address profile displayed in focus in the
3.6.1.4 Procedures
Displaying an Address Profile

Creating an Address Profile
Copying an Address Profile
Maintaining an Address Profile
Deleting an Address Profile
4 Vistex Technical
4.1 File Submission Workbench
4.1.1 Definition
Use the File Submission Workbench to create file submission entries that can include files from the
following locations:
•
desktop (local files), to be uploaded to the path defined in the configured file submission type,
OR
• application server files, to be uploaded to the File Store path specified in the entry
File submission entries can be used in the file upload transactions, which support the following file
locations:
• Desktop, to upload data from a local file

• File Submission, to upload data from one or multiple existing file submission entries. The user
enters individual, multiple, or a range of file submission types, file stores, file references,
submitter roles, submitted by, submission dates, and file statuses.
• File Server, to upload data from a specific file on the application server
4.1.2 Access
Transaction code: /IRM/GFSUB
4.1.3 Structure
The File Submission Workbench screen is organized into the following areas:

Use the Search and Worklist to view selected file submission entries in a grid format. From the
grid, click on a file submission entry to display it in focus in the Work Area.
Vistex Technical
•
Work Area
Use the Work Area to create a file submission entry.
NOTE: Functions accessed from the menu bar apply only to the file submission entry displayed in focus
4.1.4 Procedures
Creating a File Submission Entry

Displaying a File Submission Entry
4.2 Archiving
4.2.1 Material List Archiving
4.2.1.1 Definition
The following material object can be archived:
• Material List /IRM/EPPDLM
4.2.1.2 Setup
In /IRM/EPSPRO Archiving configuration, define the archiving control for the allowed material list types
(in Setup Archiving Control for Material Lists) .
Enter values in the following fields:
• List Type
List the list types that will be archived.
• Residence Time
Set the residence time in days for each list type.
4.2.1.3 Archiving Process
The archiving process begins with setting the documents' Completion Status as eligible for processing.
Only documents that are set as complete will be archived. The Write program copies the existing
database tables and creates the archive files, and then the Delete program deletes the data from the
database.
Vistex Technical
4.2.1.3.1 Setting the Completion Status
The completion status of the material list can be set using either:
• Completion Status option from the Material List menu on the menu bar.
• Set/Reset Completion Status program, which is run using the transaction code SE38. In SE38, run
the program /IRM/EPPDL_COMPLETE_STATUS_CHG. Enter the selection criteria, and in the
Completion Status section select either the Set or Reset option. Click on the Execute button
to run the program.
When you select the Set option, the system checks the Residence Time, defined in the SARA transaction,
to determine whether the status can be set. After the completion status is set to Complete, the system
does not allow changes, unless the completion status is reset.
The Complete flag will appear in the list workbench header for each document set as complete but
not yet archived.
4.2.1.3.2 Pre-Process
In SE38, run the pre-process program /IRM/EPPDL_ARCH_PREPROCESS, which runs detail checks. The
object then is ready to be archived.
4.2.1.3.3 Write
In SE38, run the Write program /IRM/EPPDL_ARCH_WRITE.
Two modes are available:
• Test Mode, which is used for testing purposes only. It lists all the tables and indicates whether
the data can be archived.
• Production Mode, which is used to archive the data. Execute the program in background.
4.2.1.3.4 Delete
The delete report is used to erase the data that has been archived from the system database. In SE38,
run the Delete program /IRM/EPPDL_ARCH_DELETE.
Two modes are available:
• Test Mode, which is used for testing purposes only. It does not delete archived data.
• Production Mode, which is used to delete the archived data.
Vistex Technical
4.3 Business Script
4.3.1 Business Script Overview
4.3.1.1 Definition
Business Script is a business user scripting language created by Vistex. It contains pre-populated
functions to perform calculations and lookups.
Use Business Script to perform the following:
•Configure business rules, as needed

•Define new validations, based on emerging issues
•Create pricing or calculation formulas to reflect new strategies
The Business Script Workbench (/VTA/BSEM) can be used to create and maintain global formulas. In
addition, for Data Maintenance Resources Customers, the Business Script Editor is integrated into the
Material Attribute Rule Workbench (/IRM/EPPDARM) and Data Flow Workbench (/IRM/EPPDDFM).
4.3.2 Business Script Editor
4.3.2.1 Definition
Use the Business Script Editor to create business rules and formulas used within a specific application.
Each script is a series of logical steps that can be maintained separately and sequenced.
4.3.2.2 Access
The Business Script Editor is integrated into the Material Attribute Rule Workbench (/IRM/EPPDARM).
4.3.2.3 Structure
The Business Script Editor is organized into the following areas:
• Application Toolbar
• Script Tabs
• Script Logic
4.3.2.3.1 Script Tabs
The Description field appears above the list of tabs. Next to this field is a graphic that indicates whether
the script is active (green) or inactive (red).
• General
• Fields
• Steps, to create the script logic.
• Messages
• Review, to review the logic for all the steps in the script.
Vistex Technical
• Admin Data
4.3.2.3.2 Script Logic
The script logic screen is used to enter and maintain the logic for each script step. The screen is
organized into the following areas:
• Function Selection
• Logic Entry, used to view the logic.
4.3.2.4 Procedures
Creating a Business Script

Assigning a Global Message to a Business Script
4.3.3 Business Script Workbench
4.3.3.1 Definition
Use the Business Script Workbench to create global business rules and formulas. Business scripts
created in this workbench can be included within application-specific scripts by using the CALL SCRIPT
function.
When activated, the logic in a business script is converted into a function module, which can be viewed
from the Business Script Workbench. All the functional modules generated for a specific application are
assigned to the same function group. Any needed changes should be made to the business script rather
than the function module. Deactivate the entire script, make the changes, and then reactivate the script.
The system will recreate the function module.
4.3.3.2 Access
Transaction code: /VTA/BSEM
4.3.3.3 Structure
The Business Script Workbench is organized into the following areas:

Use the Search and Worklist to view a list of selected business scripts in a grid format. From the
grid, click on an business script name to display that business script in focus in the Work Area.
• Work Area
Use the Work Area to maintain one business script. In the standard Vistex implementation, the
• General
• Fields
• Steps, to create the script logic. From the Steps tab, you access the Script Logic screen.
• Messages
Vistex Technical
• Review, to review the logic for all the steps in the script.
• Admin Data
4.3.3.4 Procedures
Creating a Business Script

Vistex Technical
4.3.4 Global Messages
4.3.4.1 Definition
Use Global Messages to create custom global messages specifically for business scripts. These messages
contain their own numbering. You can either enter this transaction directly or transfer from the business
script editor/workbench from the Messages tab.
After a global message is created, it can be added to the business script using the Insert button on the
Messages tab in the business script editor/workbench.
4.3.4.2 Access
Transaction code: /IRM/BMSM
4.3.4.3 Procedures
Creating a Custom Global Message

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Document Version: 1.0 – Final

SAP Data Maintenance by Vistex, Resources option for

2 Data Maintenance Materials .............................................................................. 5

3 User Experience ........................................................................................... 91

3.2 Workspace Workbench ...................................................................................................93

4 Vistex Technical ......................................................................................... 105

1.1 Help Navigation

The help screen is organized into two panes:

Each document contains the following information:

1.1.2.2 Title Icon

Search and Worklist

1.1.2.3 Links within Documents

Within a document, hypertext links provide quick access to other documents.

Data Maintenance Materials

The Materials application includes the following components:

2.2 Benefits of Data Maintenance Materials

Data Maintenance Materials provides the following benefits:

• Lower total cost of ownership (TCO).

2.3 Material Attributes

2.3.1 Material Attribute Workbench

Transaction code: /IRM/EPPDATM

• Search and Worklist

Creating a Material Attribute

2.3.2 Material Attribute Group Workbench

Transaction code: /IRM/EPPDAGM

Creating a Material Attribute Group

2.3.3 Material Attribute Set Workbench

The available types of attribute sets are:

• Search, used to search for products that meet certain attributes.

Transaction code: /IRM/EPPDASM

• Search and Worklist

• Area, used to select the fields for each area.

Creating a Search Material Attribute Set

Creating a Display Material Attribute Set

2.3.4 Material Attribute Rule Workbench

To create an attribute rule, you need to:

•Specify the attributes.

Rules can be set up to be called at the following times:

• Load, when the material list or workbench is first loaded

Transaction code: /IRM/EPPDARM

• Search and Worklist

Creating a Material Attribute Rule

Deleting a Material Attribute Rule

2.3.5 Maintain Material Attribute Transformation

Transaction code: /IRM/EPPDAXR

2.3.5.3 Work Area

The following button appears above the Work Area:

Button Action Alternate Access

The following buttons appear above the grid:

The following fields appear in the Work Area:

Provider Type Provider type, selected when adding a cross reference.

Provider Provider number, selected when adding a cross reference.

Creating a Material Attribute Cross Reference

2.3.6 Material Composite Attribute Workbench

There are three steps to creating a composite attribute:

Transaction code: /IRM/EPPDCAM

Creating a Material Composite Attribute

2.3.7.1 Relationship Overview

The following transactions are used to maintain relationships:

• Relation Workbench /IRM/EPRLM, to assign relationships to a relation

2.3.7.2.1 Upload Relations

Transaction code: /IRM/EPRLUPL