What is Master Data?

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 the platform, Master Data is central to delivering on the following four pillars:

  1. Consistency: Ensures uniformity across systems and processes, reducing discrepancies and improving collaboration.

  2. Accuracy: Reduces errors by providing a single source of truth, ensuring data integrity across workflows.

  3. Efficiency: Streamlines operations by centralizing critical information, saving time and effort in managing data.

  4. Decision-Making: Enables informed and strategic decisions with reliable, well-structured data.

Master Data in action includes datasets like Vendors, Items, or Employees, providing the foundation for seamless procurement, payment processes, and organizational efficiency.


    • Related Articles

    • 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). ...
    • 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 ...
    • 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 ...
    • 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 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 ...