Introduction
This section of the system is for managing common master data/support tables such as items, choices, pick one categories, cost codes and more. This information is reused throughout the system to establish the relationships between data elements that drive system processes and reports.
This data allows you to customize the system to meet your company's unique needs or processes.
Master data is organized by the functional area to which it applies:
- Assemblies
- Items
- Communities
- Plans
- Vendors
- Jobs
- Choices
- Sales
The steps for adding, editing, and deleting information in the Master Data section are the same in every part of the system. To open a master data support table, simply click the name of the support table on the Master Data screen.
Note
In many cases, this data is set up one-time during the on-boarding or pilot process using provided import templates.
Going forward, incremental changes are then managed through the system.