SD Foundation Part 2: Integrating SD Master Data with MM and FI

📌 KEY POINTS
✅ Material plant data (availability check group, loading group, MRP) drives ATP and shipping.
✅ Valuation data (valuation class, price) drives goods issue postings (COGS, inventory).
✅ Customer company code data (reconciliation account, payment terms) drives AR postings from billing.
✅ Account assignment groups (customer, material) plus tax classifications drive revenue and tax determination.
⚠️ Master data created in one module but not the others causes errors at delivery, PGI or billing — not at order entry.

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▶ WHERE WE ARE
Part 1 gave the big picture. Now the integration points.\n\n━━━━━━━━━━━━━━━━━━━━\n▶ 1. SD ↔ MM (LOGISTICS)\n• Plant/storage location views, checking group, loading/transportation group.

• Stock and ATP; batch management.\n\n━━━━━━━━━━━━━━━━━━━━\n▶ 2. SD ↔ MM (VALUATION)\n• Valuation class → GI posting to COGS/inventory.\n\n━━━━━━━━━━━━━━━━━━━━\n▶ 3. SD ↔ FI (CUSTOMER)\n• Company code data: reconciliation account, payment terms, dunning.
• Credit management segments.

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▶ 4. REVENUE AND TAX

• Account assignment groups → VKOA revenue accounts.
• Tax classification → tax codes.

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▶ 5. GOVERNANCE

• Complete views per process; MDG or checklists.

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▶ STEP BY STEP

1. Check plant and valuation views of a material.
2. Check customer company code data and account assignment group.
3. Run order → delivery → PGI → billing and check each posting.

✅ CHECKPOINT: every posting in the flow can be traced to a master data field.

A newly onboarded consultant investigated why invoices for a new product line failed to post. The material had no account assignment group and customer tax classification was missing in one sales area, so revenue and tax accounts couldn't be determined. A cross-module master data checklist and mandatory fields fixed it.

• Incomplete views across modules.
• Missing account assignment groups.
• Missing tax classification.
• No reconciliation account.
• Creating master data without process owners.

• Define complete data per process.
• Use mandatory fields/MDG rules.
• Test full flow for new products.
• Assign ownership per data domain.
• Monitor errors at billing.

Questions: "Which master data affects billing postings?", "How is SD linked to MM valuation?", "Why do errors appear only at billing?"
Strong answer: plant data for ATP/shipping, valuation class for GI, customer company code data, account assignment groups and tax classification for revenue/tax, governance.