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Master Data — user documentation

The “Master Data” section contains base data used in documents and processes of other modules: items, partners, categories, units of measure, countries, currencies and exchange rates, departments, contracts.

If some menu items or fields are missing in your configuration, that is normal: availability depends on settings and permissions.

Contents​

Sections:

Quick start​

Below is a typical sequence for filling directories before you start working.

  1. Fill countries if you use addresses with a country.
  2. Fill currencies and specify the default currency.
  3. Fill exchange rates (if you have settlements in different currencies).
  4. Create units of measure and, if needed, categories.
  5. Create items (products/services): specify a category and unit of measure.
  6. Create partners (customers/suppliers, etc.) and fill contact data.
  7. If needed, create departments for partners (locations, branches, addresses).
  8. If needed, create contracts with partners.

Master data is usually available via the “Master Data” menu section. Most often, it contains:

  • Partners
  • Items
  • Categories
  • Units of measure
  • Departments
  • Countries
  • Currencies
  • Exchange rates
  • Contracts

General rules for working with directories​

Creating and editing​

As a rule, each directory has:

  • a list of entries;
  • a card (edit form) of the selected entry.

ID and numbering​

In many directories, the ID is generated automatically when an entry is created (by numbering rules). Usually, it is enough to fill Name and key attributes.

Archive instead of delete​

If an entry is already used in documents or linked to other directories, deletion may be forbidden.

Recommended practice:

  • do not delete such entries; move them to Archived;
  • in lists, use the “Active” / “Archived” filter (if available).

Typical reasons for errors​

  • You cannot delete an entry — it is used in documents or linked to other data. Solution: check links and use archiving.
  • You cannot select a department/contract — selected values do not match the partner or company in the document. Solution: first check the partner/company in the document.