Basic Data 

Definition

Grouping of basic individual object data.

Use

1. Views

You can switch between the following views:

Categories

Besides the base category already assigned at header level, additional categories from other hierarchies can be assigned to the individual object.

As an individual object always has the product type Material and always belongs to an object family, only those categories can be entered that are also assigned to the product type Material and, if assigned an object family, with the same object family as the base category.

Tax Classification

Set type for assigning sales taxes to an individual object.

By assigning sales taxes to an individual object, you determine how an individual object is taxed.

For certain countries (for example, Brazil, Poland, and India), it is not sufficient to specify a tax group. To uniquely identify an individual object for tax purposes in these countries, a tax tariff code is used.

Example

·        An individual object is to be taxed at full rate in Germany:

Individual object: 4711

Country: Germany

Tax group: Full

·        An individual object is to be taxed at half rate in Brazil:

Individual object: 4712

Country: Brazil

Tax group: Half

Tax tariff code: NBM1

Units of Measure

Set type for entering units of measure for an individual object.

The base unit of measure for individual objects is Piece (PC).

You can maintain gross and net weights, volumes, and dimensions (length, width, height) with the relevant units for the individual object.

Alternative units of measure cannot be maintained.

Bear in mind that when you change a unit of measure for a particular individual object, these changes will apply to any condition records that exist for this particular individual object.

 

2. Other Set Types

The following set types are also available for individual objects, and can be assigned to tab pages as appropriate:

R/3 Identification (COM_TA_R3_ID)

This set type contains general information identifying the technical object.

The information is generally replicated from the ERP system using an equipment download.

 

ERP	ERP Field	CRM
Equipment	EQUNR	Technical Asset Number
Category	EQTYP	Technical Asset Category
Object type	EQART	Technical Asset Type
		Structure Indicator
Material	MATNR	Material
Serial number	SERNR	Serial Number
Master batch	CHARGE	Master Batch

 

Note that the material number, serial number, and master batch are merely replicated as text fields, there is no reference to data, such as master records.

 

Manufacturer Information (COM_TA_MANUFAC)

This set type contains time-independent data about the manufacturer, such as when, where manufactured, by whom.

The information is generally replicated from the ERP system using an equipment download.

 

ERP	ERP Field	CRM
Manufacturer	HERST	Manufacturer
Country of Manufacture	HERLD	Country of Manufacture
		Manufacture Region
Model Number	TYPBZ	Model Number
Manufacturer part number	MAPAR	MPN
Manufacturer serial number	SERGE	Manufacturer Serial Number
Construction year/month	BAUJJ/BAUMM	Manufacture Date

 

Reference to Asset Accounting (CRM_ANLA_REF)

This set type contains information derived from asset accounting in the ERP system.

It is used and filled in the leasing process, and records the company code, main asset number, and asset subnumber, as used in ERP. The asset number information is therefore used when assets are reused.

This set type is used purely to record this information. The data is not replicated from ERP.

 

Business Data (COM_COMMERCIAL)

This set type contains general purchase information about an individual object:

·        In an Internet Customer Self-Service scenario, for example, this allows you to register the product you have just purchased with the following details:

¡        Purchase location

¡        Purchase date

¡        Time zone for purchase date

This allows companies to identify their customers and record the necessary data for warranty processing.

·        The status information is used to store the state of an individual object during the different phases in its lifecycle, such as:

¡        Is saleable

¡        Is sold

¡        Is created

¡        Initial state

The status information is set by the state manager and cannot be entered by the user.

States and their transitions can be freely defined in behavior profiles within the Individual Object Integration Framework using the state manager.

For more information, see States and in the IMG Customer Relationship Management ® Master Data ® Products ® Individual Objects ®Individual Object Integration Framework (IOITF) ® State Manager ® Configure Individual Object Integration Framework’s State Manager ® Define Behavior Profile.

The status in the Business Data set type is not related to the status on the Status tab page.