FOUNDATION 04 · DATA FOUNDATIONS

What data makes a process work?

SAP transactions do not invent their meaning at runtime. They combine organizational context, configured rules, reusable master data, user or interface input, and prior documents to determine what can happen next.

IDENTITYWhat is it?

Business partners, products, accounts, assets, employees, and technical objects need stable identities and lifecycle control.

CONTEXTWhere is it valid?

Data is often extended to company code, plant, sales area, purchasing organization, valuation, or other organizational levels.

BEHAVIORWhat does it control?

Attributes drive pricing, tax, planning, account determination, payment, fulfilment, reporting, and authorization outcomes.

DATA CLASSES

Separate reusable rules from business events

CLASSCHARACTERCONTROL QUESTIONS
Reference and code-list dataShared classifications and allowed valuesWho defines currencies, units, countries, tax codes, payment terms, reason codes, and status vocabularies?
ConfigurationReusable system behavior and determination logicIs the rule global or scoped? Is it transported, deployed, or configured directly? Who approves it?
Organizational dataDurable accountability and processing contextWhich assignments make a combination valid, and what integrations depend on it?
Master dataReusable identity and attributes for a business objectWho owns creation, extension, approval, quality, change, blocking, and retirement?
Transactional dataDated evidence of an event or commitmentWhich source, item, status, quantity, value, currency, and reference show what actually happened?
Analytical dataOperational or replicated views shaped for decisionsWhat is the source of truth, refresh timing, semantic definition, aggregation, and reconciliation rule?

MASTER DATA IS CONTEXTUAL

One object can have several organizational views

A central identity does not mean every attribute is globally shared.

BPBusiness partner

General identity is combined with roles and organizational data for customer, supplier, company-code, sales-area, and purchasing contexts. Exact structures depend on scope and edition.

MATProduct or material

Basic identity is extended with sales, purchasing, planning, plant, storage, valuation, warehouse, quality, and accounting attributes as required.

GLG/L account

Chart-of-accounts definition combines with company-code settings and ledger design to support posting and reporting.

COCost object

Cost centers, internal orders, projects, production orders, and profitability dimensions carry responsibility, validity dates, and settlement or allocation behavior.

ASTAsset or technical object

Financial valuation, location, maintenance responsibility, equipment history, and operational status may intersect without being the same object.

GOVERNANCE LIFECYCLE

Good data is an operating process, not a cleanup project

REQUEST & MATCH

Define the business need, search for an existing object, prevent duplicates, and identify the authoritative source.

CREATE & EXTEND

Collect mandatory attributes, validate organizational scope, apply workflow and segregation, and record ownership.

USE & MONITOR

Measure completeness, validity, duplicates, failed transactions, exception rates, and reconciliation—not just populated fields.

CHANGE & RETIRE

Use effective dates, approvals, audit history, blocking and deletion indicators, retention rules, and downstream impact analysis.

DETERMINATION

A document value usually has a lineage

Do not ask only “Which table stores it?” Ask how the value was proposed, copied, calculated, overridden, and persisted.

01Input context

User, interface, source document, date, product, partner, quantity, and organizational values establish the request.

02Search and default logic

Access sequences, partner determination, field selection, substitutions, derivations, and master-data defaults propose values.

03Validation and calculation

Availability, pricing, tax, credit, tolerances, units, currencies, and account determination evaluate the request.

04Document snapshot

The transaction records the relevant result and status. Later master-data changes do not necessarily rewrite historical documents.

WORKED EXAMPLE

A supplier invoice proposes the wrong payment terms

The visible field may come from several layers: supplier company-code data, purchase-order terms, invoice reference behavior, document type, user entry, interface mapping, or a substitution. Correct diagnosis reconstructs lineage rather than overwriting the invoice and moving on.

  1. Identify whether the invoice references a purchase order and capture company code, supplier, document type, dates, and source channel.
  2. Compare the persisted invoice value with the referenced purchase order and relevant supplier master data.
  3. Check whether configuration, substitution, workflow, interface mapping, or a user override changed the proposal.
  4. Decide whether the defect belongs to master data, the originating document, processing logic, or training.
  5. Correct future behavior, then handle existing documents through an approved business process with an audit trail.

QUALITY THAT MATTERS

Measure fitness for process and control

Completeness

Required fields and organizational views exist for the intended process—not merely for saving the record.

Consistency

Units, currencies, classifications, partner roles, dates, and account assignments agree across related objects.

Consequence

The data produces correct documents, postings, outputs, planning signals, approvals, and analytics under realistic scenarios.

Authoritative reference pointsSAP Help — Business Partner Master Data StructureSAP Help — SAP S/4HANA Cloud product documentation

Field availability, governance apps, data models, and migration tools vary by edition and activated scope.