How to Submit a New Master Data Record
Navigate to the Master Data Section: Go to the Master Data section from the main menu.
Click on ‘Add New Record: Select the Add New Record option to open the form.
Fill in the Required Fields: Enter the necessary details for the new record, such as name, description, and any mandatory attributes.
Optionally, Save as Draft: If you need more time to complete the request, use the Save as Draft option to revisit it later.
Review and Submit: Carefully review the entered details and submit the addition request.
Await Approval: The record will be added to the Master Data only after approval from the designated authority.
Example:
If you're adding a new Vendor, fill in fields like vendor name, contact details, payment terms, and other fields. Save it as a draft if awaiting specific information, or submit it directly for approval. Once approved, the new vendor will be available for use.
If a record request is rejected, the user who submitted the request will receive a notification with the reason for rejection. The rejected record will not be available for use in any process forms or as an option in other Master Data forms.
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