General

Material Profiles are assigned to User Profiles so that users will have access to the materials relevant to their daily work, without the overhead of making all materials available. Material Profiles define groups of materials by:

  • Material Types
  • Plants
  • Storage Locations

Preparation

Spend some time analysing requirements before creating or modifying profiles. Consideration points include:

  • Include only what is necessary for that user or set of users to do their job. Take special note of Performance and Data Limits recommendations on data volumes
  • Do not include data that might only be helpful in rare cases
  • The impact on sync times (users waiting) and cellular data volumes from large data sets
  • Material Profiles can be assigned to one or many User Profiles. So for example, if one User Profile has the need for larger data sets but generally they can be confined then create smaller sets and allocate accordingly
  • Consider how frequently people's roles change and how this might impact the data they need

Maintaining Profiles

Material Profiles are accessed from the Maintain User Profiles menu tile. Click on the Add New Profile button to create a new profile.  You can also create a new profile by clicking on an existing profile then clicking the Copy button in the page footer. 

When you create a new profile, either starting fresh or as a copy of an existing profile you need to provide a unique profile key, a profile description, and complete the mandatory filters.

Navigate to the Profile Filters tab to complete the filter selections.  Filters for the mandatory filters will be automatically added according to the Profile Type.  You can add new filters by clicking on the Add Filter button and selecting the type of filter from the Filter Object selection box.  There is no limit to the number of filters you can create for each type.  They will be additive.  Duplicates will be removed during save.

Profile Filters

The following data profile filters can be controlled:

  • Material Type* - Material Master Material Types
  • Plant- Inventory Plants. Only one 'Low' Plant is available per Plant line, this is by design and means that the logical Option operand to use is EQ (Equals)
  • Storage Location - Inventory Storage Locations.  Consider that all matching storage locations for all matching plants will be included.  You may wish to create separate material profiles per plant if you need well-defined storage location selections.

* These are the mandatory filters.  Values must be provided. 


IMPORTANT 

  • Null filters for other settings will mean that they are included - i.e., without any filters for Storage Location you will get inventory data for all storage locations at the filtered plants
  • SLOCs values are maintained without explicit reference to their Plant. Meaning that if you have more than one Plant in a given Profile, all SLOC filters will apply to all Plants


Once you have completed the filter entries save the new profile using the save button in the page footer.


Before a profile will be considered (in the material selection process) it must be marked as active.  This is done in the Profile tab.  Remember to Save once you've activated the profile.

Association with User Profiles

Material Profiles are not directly assigned to users.  They are assigned to User Profiles making use of the wide range of options for assigning User Profiles to users and keeping the administrative effort as low as possible.  They are added to the User Profile as a Material Profile filter.  The screen image below shows a User Profile will an assigned material profile.  See the User Profile documentation for more information on maintaining User Profiles.


Generating/ Regenerating Profile Data

On Save of the User Profile, there is no automated update of the SAP BlueWorx Sync Tables. This is deliberate to avoid end-user disruption during working hours and systems load. 


IMPORTANT The updates must be scheduled as a background job and in SAP using the program: /SOLTIUS/PM_PROFILE_ADD_MD with an appropriate variant.

Export and Import Profiles

To assist you to shift profiles between instances you can export and import Material Profiles:

Step 1

Export a given profile from the Profile view (header, filters, and SAP profiles)

Step 2

Create a new Material Profile in the destination system

Step 3

Import the Profile Filters using the Upload Filters button on the page footer



Step 4

Review and Save the Material Profile