Specify Process Template

The process template you use to create a consolidation or mass process specifies whether and in what configuration certain process steps are executed and in which order the steps apply. The setup of process templates is tied to certain rules concerning the order and recurrence of the individual process steps.

Process step	Recurrence	Order	Used by Consolidation	Used by Mass Processing
Standardization	No limitation		x	x
Update	No limitation		x	x
Matching	Once		x
Best Record Calculation	Once	After Matching	x
Validation	No limitation		x	x
Filter and Remove	No limitation	After Best Record Calculation Validation Matching	x	x
Activation Note Mandatory for Replication End of the note.	Once	Last or last but one	x	x
Replication	Once	Last	x	x

Activities

To specify the Process Template run the Customizing activity under Start of the navigation path Master Data Governance Next navigation step Consolidation and Mass Processing Specify Process Template End of the navigation path .

Create Process Template
1. Choose New Entries.
2. Enter a Process Template ID, a corresponding Description, select the Business Object Type (147 Business Partner, MDC_147 Business Partner for Consolidation, or 194 Material), and the Workflow Template WS54500001.
3. In the Process Goal field, use the input help to select either Consolidation or Central Maintenance.
  Note
  If you select the Process Goal Consolidation records can be loaded repeatedly to be consolidated. The records are not replicated to the source systems.
  If you select the Process Goal Central Maintenance, records are loaded only once in the hub system. After being consolidated the records are replicated to the source systems. You can use SAP MDG, central governance to perform the central maintenance.
  If you select the process goal Mass Update, a selection of active records is updated. The process steps matching and best record calculation are not supported.
  End of the note.
4. The Delete Source indicator enables you to configure a default value for the UI. If you want as default value on the UI that source data is deleted after finalizing the process as set the flag Delete.
5. Save your entries.
Configure Process Template
1. Mark a process template and choose Process Template Step
2. Select New Entries.
3. Enter a Step Number.
4. Select a Step Type using the input help.
5. Select a corresponding Adapter using the input help.
6. Select a corresponding Configuration ID.
7. If you want the process to stop to review the data after finalizing this process step set the Check Point active indicator.
8. In case you have set the Check Point indicator, choose one of the following options using the input help:
  - No action control: The process can be continued by a user assigned to a role with the required authorization.
  - Apply the four-eyes-principle: The process can be continued by a user assigned to a role with the required authorization except the requestor.
  - Action is only allowed for requestor: The process can exclusively be continued by the requestor.
  Note
  The users have to be assigned to roles that contain the authorization object MDC_PROOT:
  The activity 31 Confirm has to be assigned to continue processes.
  The activity 37 Accept has to be assigned to continue processes despite unfinished match reviews.
  End of the note.

More Information

For information on how to adapt the settings within a running process, see Adapt Process Template Configuration Within Process.