Master Data Management
Every ERP (Enterprise Resource Planning) system have a well defined structure and configuration methodology. This is the very first step in the scope. Companies are divided into several divisions, each of them with their own accounting schemas, warehouses etc. However one person, such as the CEO, may be interested in having all information available of all the organizations. Therefore a single management structure is necessary. Divisions may be located in different locations or in the same building. It is easy to access cross-divisional information since it is managed centrally which also minimizes possibility of errors.
Generally in ERP, the customer is a type of Business Partner which is a generic term used for several object types like customer, vendor, employee, contact person …etc. All these object types have several properties in common, such as a name and an address. Here, it’s easy to maintain the business partner by using a single screen for the entire creation and modification process, along the functional documentation of this part, you can check out Master Data Management page in the user manual for the meaning of each object and tabs in Master Data Management.
To start creating business partner, setup the business partner from “Business Partner Setup”, however, you can continue without making the setup because consistently you will need to define some objects which are currently defined as standard, like category, Invoice schedule, Title, Payment Term, Volume Discount, Discount,…etc. So if you decide to setup them, check out Business Partner Setup section in the user manual.
Business Partner Data Levels
On the Business Partner window, it's easy to enter your data in an organized and a structured way, and to make it easier to understand. Below is a model (Figure-1) that shows the data entry levels, how your data flow should be, and which child belongs to which parent. It is very important to keep this structure in mind.
You can create unlimited business partners, and configure every business partner exactly as the business requires. Explicitly, the most important tabs are 2.1,2.2 and 2.9 (Customer, Vendor and Location/Address) and the other tabs are considered to be enhancements for using other features in the application. Here are some questions relating to one situation:
- If 3 employees are created, how many Business Partners would there be?
Answer: 3 business partners (no more and no less)
- Using new page in Employee (Employee > New), does it mean that it will create another employee?
Answer: No, it will give you an error when you save it.
- How can one edit/change this entered data?
Answer: Simply, double click on it in the grid, and edit and save and it will update the current employee in its record in the database.