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 Retail, Planning & MasterData, EA

Technical Data

Technical Name of the Business Function


Type of Business Function

Industry Business Function

Available As Of

SAP Enhancement Package 2 for SAP ERP 6.0

Technical Usage


Application Component





Directly Dependent Business Function Requiring Activation in Addition



You can use this business function to enable additional maintenance options in the master data maintenance processes for articles, vendors, purchasing info records, shops, article hierarchy, and follow-up/replacement articles. You can also take advantage of functional improvements in the processes for Global Data Synchronization/PRICAT, POS-Outbound/Assortment list, Layout Workbench, and Operational Assortment Planning and Control.


Enhanced storage levels for transportation chain and staging time

The additional storage levels for transportation chain and staging time allow the support of more scenarios within the scheduling of procurement controlling.

Enhanced maintenance of substitution article assignments

The enhancements in the maintenance of substitution article assignments (master data) provide the basis for use of follow-up/replacements articles in the order, delivery and SAP F&R processes.


You have installed the following components as of the version mentioned:

Type of Component


Is Needed Only for the Following Features

Software Component


Global Data Synchronization / PRICAT

No prerequisites

Master Data Management

  • Enhancements to department/shop maintenance

    No prerequisites

  • Enhanced storage levels for transportation chain and staging time

    SAP recommends that you use the migration report for transportation chain and staging time to copy the data from the general vendor master data to the purchasing vendor master data and purchasing info record data for existing vendors. For more details, see the report documentation.

    You can start the report with transaction WRF_TCHAIN_MIGR or using the SAP Easy Access menu as follows:

    • Start of the navigation path Logistics Next navigation step Retailing Next navigation step Master Data Next navigation step Vendor Data Next navigation step Edit Vendors Next navigation step Vendor Next navigation step Migration Transportation chain/Staging time End of the navigation path

    • Start of the navigation path Logistics Next navigation step Retailing Next navigation step Master Data Next navigation step Vendor Data Next navigation step Purchasing Info Record Next navigation step Migration Transportation chain/Staging time End of the navigation path

      You must activate the ISR_RETAIL_PLANNING business function.

  • Enhanced maintenance of substitution article assignments

    When you activate this business function, the existing IMG activity Maintain Follow-Up Categories shows a new Control Type column, which you can use for new or existing follow-up type numbers:

    SAP Implementation Guide (IMG): Start of the navigation path Logistics General Next navigation step Article Master Next navigation step Retail-Specific Settings Next navigation step Settings for Follow-Up/Replacement Article Next navigation step Maintain Follow-Up Categories End of the navigation path

    The control type enables the enhanced functions in Master Data Maintenance and the operational processes (order, delivery, SAP F&R).

  • Enhancements to article hierarchy maintenance

    No prerequisites

  • Enhancement to PRICAT maintenance

    No prerequisites

Assortment List/POS Outbound

  • Price reference articles

    No prerequisites

  • Mass reorganization

    No prerequisites

  • Logically deleted conditions

    When you activate this business function, the existing IMG activity General control, Retail Master Data frame Deletion flag for calculation contains a new flag Deletion flag, which allows the assortment list and POS Outbound applications to consider conditions that have been flagged for deletion.

    SAP Implementation Guide: Start of the navigation path Logistics General Next navigation step Basic data Retail Next navigation step General control, Retail Master Data End of the navigation path (Transaction WSS1).

  • Authorization check

    No prerequisites

Layout Workbench

No Prerequisites

Operational Assortment Planning and Control (OAPC)

No prerequisites


Global Data Synchronization/PRICAT Enhancements (SD-EDI)

Suppliers provide master data in catalogs or data pools. Users can access these data pools and load the required data into their central master data server, which can then distribute it to master data clients. This process makes the master data maintenance process easier and helps to increase master data quality and accuracy.

For this scenario, SAP enhanced the existing ERP-based solution by reusing the price catalog transaction (inbound process for master data only).

The development comprises the following enhancements for GDS/PRICAT maintenance:

  • Show the short text at the item level in the logon language (default language is English)

    When you enter GDS/PRICAT maintenance, the system displays the logon language at the PRICAT position level. English is displayed if the logon language is not available.

  • Article text at the BOM level (logon language or English)

    Article text components at the BOM level can be displayed and are shown in the logon language (default language is English)

  • Show the description of characteristic value in the base unit of measure and characteristics level; show description of characteristics at the characteristics level.

    It is possible to show the description text for characteristic values in the price catalog transaction W_PRICAT_MAINTAIN at the position level and in the characteristics view.

    When you enter the maintenance, the description text is displayed shown (for example, the description text “red” for the color characteristic rather than the characteristic value "2").

    When you change the SATNR field in W_PRICAT_MAINTAIN and save this line, the system refreshes the screen so that the changed line appears with the other variants. The variant will then appear with new Generic Material Group number under the appropriate generic article.

  • PRICAT inbound processing – Assign additional EAN to existing article:

    In ERP2005, the price catalog inbound interface supports a fixed 1-to-1 relationship between the EAN number and article number in the ERP system. With this enhancement, this relationship is generalized. The vendor can resend data for a previously sent article, using a new EAN number for this same article. In the price catalog, the corresponding PRICAT item can be flagged and the existing article number can be assigned to this PRICAT item. As a result, there is now a 1-to- n relationship between the article and the EAN number in the price catalog.

Master Data Enhancements (LO-MD-MM, MM-PUR)

In master data management the following enhancements are available:

  • Department Store/Shop Maintenance

    • When you creating a new shop within a department store, all sales area segments of the department store are copied to the new shop.

      The system no longer checks whether the customer sales areas for the department store are the same as the sales areas in the general site-specific data on the department store.

    • When creating a new Shop under a Department Store, all Company Code segments of the Department Store are copied to the new Shop.

      The system no longer checks whether the customer company codes are the same as the company code in the general site-specific data on the department store.

    • The new feature is available while creating a new shop with transaction WRFSHOPDEP and WRFSHOPCAT.

    • A new “Sales Area” Button in the “Shop Data Distribution Chain” tab strip of the “Detail Maintenance for Shop” screen allows selecting any of the copied Sales Area and enter specific data for this Sales area.

  • Storage levels for transportation chains and staging time

    The storage levels for external transportation chains and their staging time were enhanced to provide more detailed data retention levels to be able to support more scenarios within the scheduling of procurement controlling.

    Besides the enhancement ofthe storage levels (see documentation of business function ISR_RETAIL_PLANNING), the reference logic during the creation of master data records containing a transportation chain and a staging time has been adapted.

    Finally, the access logic for finding a transportation chain with its staging time within the scheduling has been extended according to the new storage levels.

  • Assignment of follow-up/replacement article to original article

    In order to map the SAP F& follow-up and replacement functionality, the following enhancements have been made to master data maintenance in ERP:

    • In addition to the distinction between follow-up and replacement relationships that has already been implemented, there are new indicators (“event-controlled” and “time-controlled”) for both follow-up categories (control of follow-up type number).

    • For each assignment, the entry of conversion factors is supported; for example, 2 base units of article A correspond to 4 base units of follow-up article B. The base units for both the original article and the follow-up/replacement article are displayed.

    • For any article at any time on any level (for example, site), no more than one follow-up article and no more than one replacement article can exist.

    • Additional plausibility checks are carried out; for example, no priorities are to be definable for the follow-up/replacement relationships considered in this business process.

  • Enhanced article hierarchy maintenance

    Retail customers use the article hierarchy to plan their assortment structure and to represent any number of hierarchical groupings of articles, particularly the CDT (consumer decision tree) as used in Category Management.

    • Consistency check report:

      The maintenance of this structure is quite complex and some steps may lead to inconsistencies between elements of the structure. The aim of the consistency check report is to inform users about existing inconsistencies in an article hierarchy and to help them to analyze and eliminate them. This new functionality helps the user to maintain article hierarchies in a consistent state (without errors in the structure of the hierarchy). It gives the user clear information about what kind of inconsistencies have been found and where to find them.

    • New User Interface for the simulation function (new transaction WMATGRP08N):

      This new simulation transaction provides an improved user interface and replaces the old simulation transaction (WMATGRP08).

    • New User Interface for the copy function (new transaction WMATGRP06N):

      This new copy transaction provides an improved user interface and replaces the old copy transaction (WMATGRP06).

Assortment List/POS Outbound Enhancements (LO-MD-RA-ASL, LO-MD-RA-MT, SD-POS-OUT)

Based on the feedback from several customers using the assortment list function, SAP has made the following enhancements:

  • Price reference articles in the High Performance Retailing (HPR) assortment list

    The HPR assortment list is not able to analyze price reference articles. A change of any price reference article could have an impact on other articles that are relevant for any assortment list message/version. Until now, such changes have not been considered for the assortment list change message. SAP now provides the ability to analyze price reference articles. The user can choose to select this analysis by activating an additional parameter in the selection screen when creating the assortment list change message. As this analysis has an impact on the performance, users should only select this option if they are using price reference articles.

  • Mass reorganization in POS Outbound and the assortment list area

    POS Outbound and the assortment list are interfaces that often process mass data. During these and other processes, data is not only sent but also saved in the SAP system. There are some possibilities for reorganizing this data, but one precondition for proper use is a regular use of these reorganization tools. Often, users fail to reorganize and to use the existing tools for reorganization. In other cases, the applications cause a huge data volume within a small time period so that the reorganization breaks down. The result is often a critical situation, a kind of “vicious circle” where reorganization is impossible. This leads to a loss of performance as the data increases steadily, making the situation worse. For this reason, SAP now provides a standard solution to better process the mass data reorganization: an additional report that makes a “rough reorganization” before the existing tools perform the “normal” reorganization.

  • Consideration of conditions flagged for deletion

    The pricing functionality allows you to delete conditions logically. In this case, the corresponding condition records remain in the system but they are no longer valid. Both the assortment list and the POS Outbound application ignore such logical deletions of condition records. As a result, condition changes cannot be processed in certain circumstances. The precondition is that invalid conditions are neither archived nor deleted physically by customers.In such circumstances, this could possibly lead to a loss of data/information in the subsystems. The solution to close this gap in standard impacts the performance of the applications. Therefore, SAP provides this solution for customers who use logical deletions in the pricing function, but its activation will be switchable by a global setting in Retail Customizing.

  • BADI enhancements for HPR assortment list: authorization check

    The full version, change version and manual request of the HPR assortment list often require a direct, customer-specific option of accessing the selection data for analysis or modification purposes; for example, monitoring authorization checks. Thus, it is not possible to perform an authority check for users depending on organization data. Customers are unable to control the different assortment list programs basedon users. SAP now provides an interface in standard to implement such specific enhancements without requiring any modifications.

Layout Workbench Enhancements (LO-MD-RA)

The Layout Workbench is the main entry point for all functions relating to space management and layout. You can display the layout for a store, along with the assigned layout modules and the versions as a hierarchy. You can then display the assigned articles for the layout module version and the variant. If fixtures are used, you can also displays the fixtures that are assigned to a layout module version. You can select one or more layout module versions and the display the assigned fixtures.

If planogram files from a space management program are assigned to the layout module versions, the system also displays these planogram files in the overview. Retailers can call the planogram files from the display for current changes to the planogram, or for changes that will only apply to it at a future date.

With these enhancements, there is an additional (optional) check that ensures that the planned presentation date of the article for a store lies within the validity period of the version of the layout to which the article is assigned. This feature is available through a BAdI and only in combination with the manual creation of the layout module version.

Furthermore, the Layout Workbench has a new indicator that can be assigned to an article in order to transfer this article to the purchasing list (Operational Assortment Planning and Control). The new indicator allows articles to be transferred to purchasing list for stock replenishment only.

Operational Assortment Planning and Control (OAPC) Enhancements (LO-MD-RA)

With Operational Assortment Planning and Control (OAPC), retailers can specify the materials and quantities to order, both for delivery to the stores and putaway quantities for the distribution center. To do this, you create a purchasing list and materials added to it. The materials can already exist in the ERP system, can be PRICAT materials received from vendors via IDocs, or brand new materials for which no information exists yet. For new materials, you can specify additional colors or sizes.

These enhancements for the OAPC application comprise the display of assortments, the use of structured articles, third-party order processing (direct store delivery), and the filtering of the items at characteristic level.

  • OAPC – Display of Assortments

    The purpose of the enhancement is to restrict the number of assortments displayed within OAPC. In the previous version of OAPC, assortments within a purchasing list were selected according to their hierarchy ID, hierarchy node and assortment type. As a result, large numbers of assortments are displayed, many of which are of no use.

    With the previous version of OAPC, users could choose to display only a subset from these selected assortments from the key screen. They make that choice manually, without any automatic selection from the system. The new function enables users to perform an automatic selection.

  • OAPC – Use of Structured Articles

    With this enhancement, the OAPC transaction supports structured articles (sales sets, display) as article categories. Existing structured articles are now accessible from the existing article selection tree and in the overview screen, and users are able to insert them into a purchasing list. From the purchasing list standpoint, these structured articles will be processed the exact same way as single articles. The structured article is considered as a whole, and planning at the component level will not be possible. However, it is possible to display the derived planned quantities on the component level; they are simply calculated using the component quantity and the planned quantity at structured article level.

  • OAPC – Third-Party Order Processing

    Previously, the purchasing list only supported the process of the delivery to the recipients via the distribution center. The requirement for direct store deliveries led to the corresponding enhancement.

    Merchandise planning is executed as before, but in cases where the merchandise is to be delivered directly to the stores, the system generates a single purchase order item per receiving store.

    In order to identify an item as a “direct-store-delivery-item,” there is either an indicator attached to the item itself or the process of “direct store delivery” must be initiated out of the purchasing list.

  • OAPC – Filtering of Purchasing List items at Characteristic Level

    Previously, the filtering functionality in the purchasing list allowed you to filter the purchasing list items in the overview by setting several filter criteria (characteristic values, attribute values). But this functionality is restricted to visible values in the overview, and characteristic values that are not expanded are not taken into account.

    The new development extends the filtering functionality by providing filtering at characteristic level (the system filters for the description of characteristic values), even if items are still not expanded to this characteristic level. Both standard and additional attributes can be used for filtering.