Material Creation /

Material Analyst

Pune, August 2021

Aker Solutions

Confidential © 2018 Aker Solutions

 INDEX

ROLES AND RESPONSIBILITIES

MATERIAL LEVELS
REQUEST FOR NEW MATERIAL
INPUTS WHILE CREATING MATERIALS
PROCESS FLOWCHART
MATERIAL CLASSIFICATION
CREATE AND MANAGE BILL OF MATERIALS, BOM

Confidential © 2018 Aker Solutions What we do as XMT MA 30 September, 2014 Slide 2

ROLES AND RESPONSIBILITIES

Support Engineering in SAP related matters.

Create materials in SAP based on requests from Engineering, Check requests for new materials
against existing materials in SAP to avoid creation of duplicates to set up the Material Master
according to standardisation.
Evaluate need for corrections/changes in the Material Master (after release of materials) based on
input from Engineering/Material Lead/Warehouse etc. or tools like the Engineering Report(by MRS
Team) run for projects.
Assistance in Engineering Change Management (ECM) and/or perform Engineering Change
Request/Order (ECR/ECO).

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 MATERIAL LEVELS (or Bill of Material)

Material Level 1

Material Level 2

Material Level 3

Material Level 4

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 Material Master

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Material Master:
Material master is central object in SAP containing all data required (like Drawing,
SDRL, FAT, OMM, MDS, PSI, THI, PDS) for sales, engineering, procurement,
production, warehouse, cost / billing, etc.

When we need material master?

In general any component that needs an individual design description or shall be
ordered individually needs to be created as a material in SAP.

A material is required whenever a product needs to be planned, bought, sold or

manufactured and this product shall be possible to track.

When the component is a part within an assembly it is still required to create the
material in SAP when the component needs to be defined and designed by Aker
Solutions. Each material should carry the design documentation and description of how
to manufacture and deliver the component independently.

If the components within the assembly are designed by the supplier and delivered as
part of the assembly ordered, it is not always necessary to create material for the detail
components within the assembly.

The design and delivery information can then be linked to the assembly ordered.
Remember, that if ordering any of the internal components individually (e.g. later for
spare parts) these components must also be set up in SAP.
Confidential © 2018 Aker Solutions
 REQUEST FOR NEW MATERIAL

There are two ways of creating materials in SAP-

a) Request material from the transaction ZWF_MATCR
b) Request material from CAD desktop (Solid works )
For detail ref. doc. 10000230291
For detail ref doc. 10000280982

Search for Duplicate materials in SAP

Before requesting/creating new material, first try to find out the materials in SAP which can be reused.It will help
the organisation and the users to minimize the additional work and also to prevent creating duplicate materials.
Process:
1. Start transcation MM03
2. Click the search button
If the search criteria does not match with the material that needs to be created then go to transaction ZWF_MATCR
(Material Creation Screen) from the SAP main page or CAD desktop.

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ZWF_MATCR

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INPUTS WHILE CREATING MATERIALS

• Material description according to the agreed description for the component family or as per procedure
10000008968.

• Use of abbreviations is allowed but it should be as per the procedure 10000008969.

• Engineer should assign to Materials proper MIR and MACs

• The base unit should be as per the TC code.

Confidential © 2018 Aker Solutions 6 August, 2021 Slide 9

Process Overview:
• Search for existing materials. Always try to reuse existing materials. Avoid
creating new materials.

• If no material can be reused, request new material according to SAP input

screen. Request can also be made by reference to material to copy.

• Forward workflow request to material analyst.

• Receive new material no. from material analyst.

• Assign material to design DIR.

• Link all relevant documentation to materials.

• Create the BOM.

• Engineer completes the material and related information before approval by

product responsible.

• Verify the related documentation is IFC before material is released.

• Product responsible releases material and BOM.

• Changes after release shall undergo ECM.

Confidential © 2018 Aker Solutions

 New material creation workflow:

Engineer Material Engineer Approver

(requestor) Analyst (requestor)

Each box represents one step in the material creation workflow in SAP

Adjacent window shows the list of various

status available in the material workflow.

Details are given in procedure:

10000230291 - Material and BoM Management by
Designers and Engineers

Confidential © 2018 Aker Solutions

PROCESS FLOWCHART

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 Material
Requestor Requestor Approver
Analyst

Create Material Master (Z0):

(In detail)

Open DIR in Go to CAD View ‘Material’ tab

Select DIR
solidworks

*Fill all the applicable

Request Material
details in input screen

Click ‘Start material

Workflow’

*If you have any similar material master already existing in SAP, you can copy that
material using ‘copy’ button.

Enter / search material no. Click ‘Copy’ button Request Material

you want to copy from.

Verify copied details &

change if required.

Click ‘Start material

Workflow’
Confidential © 2018 Aker Solutions
 Material
Requestor Requestor Approver
Analyst

Assign material Master:

Open DIR in Go to CAD View ‘Material’ tab

Select DIR
solidworks

Search & assign

Assign Material
appropriate material

Document Linking to material Master:

Go to ‘Materials’ ‘Change’ ‘Additional Data’ ‘Document Data’

tab Button Tab

Click side button of empty

Go to SAP Inbox
document field

Search document Select latest released version

of DIR

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

Significance of each button in input field:

1) (Basic Data) Material = Creating legacy material.

The “create legacy material” button is used when a legacy material shall be created. The button allows the
user to enter a material number that does not exist in SAP, but when created shall have the same number in
SAP.

Please remember to enter “BB” immediately in front of the legacy number.

Example: BB11-HS0000-22.
The BB-numbers are for Subsea business area materials only.
The legacy number will then display in the material field and the material is created the same way as for
other materials.

2) Description = When the material is being created from CAD desktop (coming from Solidworks or
AutoCAD) the system will automatically suggest using the DIR title as the material description.

3) Base Unit = Base Unit of Measure (how the material is bought/manufactured, e.g. Valve => “ea” and
Piping => “m”).
Make sure this is filled correctly as it cannot be changed after the material has been taken into use.
If Base Unit of Measure is set as e.g. “M” (meter), FT (feet), KG (kilogram) etc., it will not be possible to set
the Serial number profile. Batch flag must be set if traceability is required.

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

4) Traceability code = Enter required Traceability Code (TC) (Global field) to define what serial or
batch numbering system is required for the current material.

5) Basic Material = Basic material is the physical material used. This is generally only specified
for single materials.
For assemblies having BoM set up by Aker Solutions use; “See BoM for materials”.
For assemblies (e.g. pumps, motors, valves, fittings) not having BoMs defined by Aker Solutions use:
– (hyphen)
For Parts, Material applied to part in SolidWorks is assigned to basic material field.

6) Lab / Office = Enter office (business area) being responsible for the material.

7) Division = Grouping of materials, products, or services. Division determines which Material

Planner/Analyst will receive the material on a workflow for further processing.
The system uses divisions to determine the sales areas and the business areas for a material,
product or service

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

8) Shelf life time = When the material is received at the warehouse, shelf life time will alert that the
expiration date must be checked.

Examples of materials that could have an expiration date; adhesive, chemicals and O-rings.
In general it has been stipulated that shelf life controlled materials shall have 12 months of shelf life remaining
upon receipt. 12 months will be default set in the material master when the “Shelf Life Time” = “Yes”.

“Shelf Life Time” = “Yes” will also add the text “Delivery must be marked with expiry date” in the Basic data
text field, as for instruction to the manufacturer.

9) Classification = Product classification is used to structure the materials in Aker Solutions. The result is a
searchable catalogue where Aker Solutions materials can be found and further assessed. The product
classification is also important to avoid duplicate materials.

Make sure to complete all levels and all attributes. If the classification is wrong, the material will be returned by
the Material Analyst. The material analyst can be contacted for how to assign classification.
When requesting material from the CAD desktop the classification is automatically inherited from the
Document Info Record.

Create Classification Display Classification

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MATERIAL CLASSIFICATION
Material Classification (MACS) should have five levels it is mandatory and it should based on the Material
Description:

Example:

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 Material
Requestor Requestor Approver
Analyst

10) (DMS Documents) Reference DIR = If material is being created from a document in CAD desktop
this field will be automatically populated by the system. The reference DIR is the document in SAP
representing the material, i.e. there will automatically be a link between this material and the DIR referenced.

11) (Plant Data) Applicable Plant = Assign all applicable plants where the material will be handled,
including for the aftermarket.
e.g., 1800 = Subsea in OSLO

12) Manufacturer = When required to specify a certain manufacturer/supplier/vendor please enter

information into these fields.
The Manufacturer (=Vendor) is searchable by side button.

13) Off Shelf Product? = Radio button to identify whether the material is a standard material that can be
bought directly off shelf from description. Such materials will require less documentation.
If there is only one supplier of this material, information should be given in Manufacturer field. Otherwise
information should be given in Internal comment.

14) Make / Buy = Radio button to define whether the material normally is manufactured by Aker Solutions
(Make) or bought (Buy) by purchasing. This decision controls how the resource planning system will set up
the order and send the request to the correct department.

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

15) Basic Data & Internal Comment = “Basic data text” will appear on the Purchase Order and
Material Master/BoM Report. Therefore it is important to write only material specific information (e.g.
additional design information) in this field.
Do not include preferred vendor or other supplier specific information in “Basic data text”. Such
information can be entered in; Manufacturer.

Alternatively, Internal comment is for information about the material for internal use. This text will only
appear in the Material Master.
Information about supplier and supplier’s product can be written in the “Internal comment” field (not
“Basic data text” as this will turn up is all PO for the material).
The field is also used for identifying the Master Inspection Characteristics (MIC) for the material. MICs
are the inspection requirements for the material.

16) (Workflow) Material Analyst = The material master attributes will be completed by the Material
Analyst assigned.
Several Material Analysts can be assigned. If assigning more than one Material Analyst the Material
Analyst first opening the material workflow will process the work item.
Highlight users to be assigned for the workflow before clicking OK. Only highlighted users will receive
the workflow, even if there are more names in the list.

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

17) Engineer = The originator/requestor name will be automatically copied here. Material Analyst
can change this when the workflow reached to the Material Analyst work item.

18) Approver = Select the approver for your product. This field also can be change by the material
analyst . The name in this field will be automatically copied to the tech. reference field in material
master after the material has been approved. (only if the tech. reference field is empty).

19) Material Group = Material group should be selected according to the classification. Product
responsible can be contacted in case of any issues.

20) Material Subtype = Material subtype should be selected accordingly. In case of tender material
select the material subtype TEND. The following matrix will help in selecting the material subtype.

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

21) Comments = This is used for any other information following the workflow. The
comments will be kept throughout the workflow process so that all involved user can
see the history of the material creation.
The comment field should not be used for information that is relevant for the entire
material service life time. Such information should be entered in the “Basic data text” or
the “Internal Comment” of the material master.
The workflow comment is also available in the workflow log of the material.

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

Status of Material:

Open DIR in solidworks Launch CAD view ‘Material’ tab Display

X-plant Status Basic data

Workflow wise status of material changes as follows:

During creation of material master its status becomes Z0.

When material is sent to material analyst, it can be seen

in material analyst’s SAP Inbox & material status changes to Z1.

When Material analyst sends material back to requestor, it can be

seen in requestor’s SAP Inbox & material status changes to Z2.

When requestor sends material to approver, it can be

seen in approver’s SAP Inbox & material status changes to Z3.

Materials not requiring logistics (in-house mfg, warehousing, etc.)

does not need complete set up in SAP. Status Z4 is set by
material analyst.
Do not forget to check the status of material at each stage of
material workflow.
Confidential © 2018 Aker Solutions
 Material
Requestor Requestor Approver
Analyst

Material Analyst Work Item (Z1):

If the input filled in material creation, is not correct or it is incomplete, Material analyst
can return the material to the requestor with comment.

The input screen can be opened by clicking link in lower right screen of the work task.

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

Requestor work item (Z2):

Go to ‘Materials’ ‘Change’ Change input info Save Material
tab as per comments

Double click on Material

Go to SAP Inbox
work item

Send it to Material Analyst

Material analyst will verify the changes & if changes are ok, he will send material back
to you for completion.
Once processing for all the linked documents is complete, material can be sent to
approver.

Send to Approver Double click on Material

Go to SAP Inbox
work item

Select approver Forward

Confidential © 2018 Aker Solutions

 Material
Requestor Requestor Approver
Analyst

(product responsible / authorised person)

Approver work item (Z3):

Go to SAP Inbox Verify Material Lock BOM Complete

release check list task

The material workflow will continue to the material planner according to lab / office and
division set for material.

The material workflow will continue to the material planner according to lab / office and
division set for material.
Finally when material master is ready for procurement, it will gain status Z9.

If approver needs some changes in the material master, he will return the workflow with
comments in the same way as material analyst.
Requestor can do the changes and send the material workflow back to approver
directly.

Confidential © 2018 Aker Solutions

 Bill Of Material

Confidential © 2018 Aker Solutions

 Create BOM:

Open Assmebly CAD View Select DIR Create / refresh

in solidworks

If there are configurations in the assembly, a dialogue will pop up asking which of the
configurations BOM should be based on. Select appropriate configuration, then
accept.
Click ‘continue action’ in create/change material BOM window.
Note, use the default values:
•Alternative BOM = 1 (Do not use alternative BOMs)
•Plant = blank (Only global BOM is engineering responsibility)
•Usage = 3 (Use only universal BOM)

Display BOM:

Open Assmebly CAD View Select DIR Display Simple

in solidworks

BOM is displayed in separate window.

Confidential © 2018 Aker Solutions

 Edit BOM:
If CAD assembly has been changed w.r.t. new / removed components or
changed quantity, SAP BOM is updated.

Open Assmebly CAD View Select DIR Create / Refresh

in solidworks

If an assembly has just been reordered, i.e. some of the

components in feature tree got new positions;

Open Assmebly CAD View Select DIR Change / reorder

in solidworks

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 Status management for SWD:

00 01 02 Initiated / Issued
Created Started In Work Workflow specific
status
99
Change Owner 44
Checked
04
Correction

Workflow 45
specific status Approved

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 Working On drawings:

Open Drawing Check out DIR Change Status Fill Title

DIR created in CAD View Block

Create check in PDF Kvarner Check in DIR

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 Workflows through CAD Desktop:

Select DIR in Kvarner Doc. Workflow Select appropriate

CAD view workflow

Start Workflow Specify workflow

agents

If workflow is returned to originator for any modifications;

Load DIR from ‘Edit’ tab Change Set status to

CAD view document status ‘Correction’

Update status Do the Changes Check out DIR

Resend Workflow to checker

for SAP inbox

Confidential © 2018 Aker Solutions

CHECK POINTS FOR ENGINEER BEFORE SENDING THE MATERIALS TO THE
APPROVER

1. Correct Traceability for the Material

2. Dimensions, Volume
3. If there is any specific Supplier their Part No., for the equipment, Name to be mentioned
4. All the Drawings / Documents are linked to the material
5. Drawings / Documents – Released Status
6. If the materials are BOM relevant then all the materials under that BOM should be in the released status before
releasing of the material.
7. Material description.

If any one of the above point is missing and the material is released (in Z9 status) then any changes to the material :
Basic Material, TC, SDRL, Drg, Doc etc then the material has to go for ‘Engineering Change’

Confidential © 2018 Aker Solutions 6 August, 2021 Slide 33

CREATE AND MANAGE BILL OF MATERIALS, BOM

BoM has been created in CAD desktop or……..

Create BoM
Transaction for creating BOM – ZCS01
Prior creating a new BoM, please ensure that no BoM is existing for the particular material, same can be checked
from “Product Structure”.

How to go to product structure:

Use MM03 Environment Product Structure.
If BoM exist for particular material you find
a separate line for “BILL OF MATERIAL”

NB: BoM – Bill of Materials

Confidential © 2018 Aker Solutions 6 August, 2021 Slide 34

10 steps to follow to create a BoM
1. Select with in the workflow task, or
Start transaction ZCS01 – Create Material BoM.

2. Enter the material number : assembly or sub-assembly (i.e. the material for which a BoM is to be created).
3. Leave “Plant” blank to create a Group BoM valid for all Aker Solutions

Important: Materials created by Engineering shall always be created as a Global BoM. Plant shall be left blank.

4. For “BoM Usage” type value “3 – Universal”.

Important:
3 – Universal” to be used unless otherwise instructed.

Confidential © 2018 Aker Solutions 6 August, 2021 Slide 35

 5. Leave “Alternative BoM” set to 1. (Not possible to edit input.)
6. Press Enter
7. A warning message will appear telling that the BoM becomes a Group BoM
(The system will return in lower left corner).
Accept this by pressing Enter again.
8. Enter the materials belonging to the current BoM. Material number can be typed directly if known or searched for (using ) if not
known.

9. Fill in “L” (Stock) item in the ICt (Item Category) column for each material item (“L” to be used unless otherwise instructed)
Note: “L” means that the system will check stock for available material when running the MRP (Material Requirement Planning)
process.
10. The Item line numbers should be changed to match the item numbers in the position balloons of the drawing (SAP uses Item line
numbers in steps of 10 rather than 1)
Note: If BoM is created from the CAD application and the CAD interface the integration should take care of this automatically (ref. training course CAD51
and CAD 52)

Confidential © 2018 Aker Solutions 6 August, 2021 Slide 36

Copyright and Disclaimer
Copyright
Copyright of all published material including photographs, drawings and images in this document remains vested in Aker Solutions and third
party contributors as appropriate. Accordingly, neither the whole nor any part of this document shall be reproduced in any form nor used in any
manner without express prior permission and applicable acknowledgements. No trademark, copyright or other notice shall be altered or
removed from any reproduction.

Disclaimer
This Presentation includes and is based, inter alia, on forward-looking information and statements that are subject to risks and uncertainties
that could cause actual results to differ. These statements and this Presentation are based on current expectations, estimates and projections
about global economic conditions, the economic conditions of the regions and industries that are major markets for Aker Solutions ASA and
Aker Solutions ASA’s (including subsidiaries and affiliates) lines of business. These expectations, estimates and projections are generally
identifiable by statements containing words such as “expects”, “believes”, “estimates” or similar expressions. Important factors that could
cause actual results to differ materially from those expectations include, among others, economic and market conditions in the geographic
areas and industries that are or will be major markets for Aker Solutions’ businesses, oil prices, market acceptance of new products and
services, changes in governmental regulations, interest rates, fluctuations in currency exchange rates and such other factors as may be
discussed from time to time in the Presentation. Although Aker Solutions ASA believes that its expectations and the Presentation are based
upon reasonable assumptions, it can give no assurance that those expectations will be achieved or that the actual results will be as set out in
the Presentation. Aker Solutions ASA is making no representation or warranty, expressed or implied, as to the accuracy, reliability or
completeness of the Presentation, and neither Aker Solutions ASA nor any of its directors, officers or employees will have any liability to you
or any other persons resulting from your use.

Aker Solutions consists of many legally independent entities, constituting their own separate identities. Aker Solutions is used as the common
brand or trade mark for most of these entities. In this presentation we may sometimes use “Aker Solutions”, “we” or “us” when we refer to Aker
Solutions companies in general or where no useful purpose is served by identifying any particular Aker Solutions company.

Confidential © 2018 Aker Solutions August 6, 2021 Slide 37