How to View Master Data Records?

How to View Master Data Records?

  • Navigate to the Master Data Section: Go to the Master Data section from the side menu.

  • Select the Desired Dataset: Choose the dataset you want to view, such as Vendors, Items, or Employees.

  • View Records: The records within the selected dataset will be displayed in a table. Use options like pagination, sorting, and filtering to locate specific entries.

  • Click on a Specific Record: Select a record to view detailed information.

Example:
If you're reviewing the Vendor dataset, you might filter records by "Active Vendors" or sort them by "Last Updated" to focus on recent changes. Click on a vendor to see details like contact information, payment terms, and associated invoices.


    • Related Articles

    • What permissions and capabilities do users have for Master Data, including workflows?

      Users can be provided with specific permissions to view, submit, edit, or bulk upload Master Data records through User Management. Additionally, users with the Configure Workflow permission for a specific Master Data type can set up and manage ...

    • How to bulk upload Master Data Record?

      Navigate to the Master Data Section: Go to the Master Data section from the main menu. Select the Dataset to Import Into: o to the Master Data section and choose the dataset where you want to add new records (e.g., Vendors, Items, Employees). ...

    • What is Master Data?

      Master Data refers to the core, consistent, and reusable information that forms the foundation for business processes within the organization. It includes critical entities and attributes essential for operations, decision-making, and reporting. In ...

    • 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 ...

    • How to Edit an Existing Master Data Record

      Locate the Record to Edit: Search for and select the record you want to modify. Click on ‘Edit’: Click the Edit option to open the record for modification. Make Necessary Changes: Update the required fields with the new information. Review and ...