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Master Data Management

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1 Introduction
2 Master Data Management Key concepts
3 Application Menu
4 Advanced

Introduction

One of the first steps to take while setting up Openbravo is to define the master data to be used across other Openbravo application areas.

Openbravo "Master Data Management" helps to organize and centralize in a single repository the key data of the organization.

Having a single repository of data:

avoids data duplication
provides a unique way of data coding
and is a key aspect for guaranteeing the coherence and tracking of business processes or any type.

Master Data Management Key concepts

The key data of the company which are explained within this section are:

Business Partner - a third party which can be an organization or a person in which a company has a business interest in or a business relationship with.
A business partner can be a customer, a supplier, a creditor or an employee.
A business partner can have different roles for a company. The same business partner can be a vendor as well as a customer.
Business Partner Category - a group of "Business Partner".
Multiple Business Partner Categories can be created, according to the company's needs
Payment Term - period(s) allowed to pay off the amount due. A vendor may demand cash on delivery or a deferred payment period of 30 days or more.
Payment Method - acceptable forms of payment. Vendor may demand to be paid in cash, or by check or promissory note, etc...
Discount - a deduction from the total amount of an invoice. Discounts can also be applied just to a line/few invoice line amounts.
Discounts can be made in advanced of its sales or after getting a certain volume of sales.
Product - a good that is either bought or produced or a resource or service that is offered.
Product Category - a group of Products.
Unit of Measure - a unit of measure is a standard unit or combination of units to be used alongside the quantity of a product. For example liter, unit, kgs, etc.
Attribute - a feature of a product such as color, size, packaging, etc.
Attribute Set -a grouping of features of a product in a set, so that multiple attributes can be used for a product.
An attribute set might also be defined to include "Serial Number" and "Lot Number" as an additional product feature.
"Lot and Serial Numbers" are key product features used for product tracking purpose.
Lot Number - a unique number given to a particular quantity or lot of a product/item.
Serial Number - a unique number given to each unit of a product/item.
Net List Price - an indication of the price for a product, used to determine the net unit price by applying a discount
Net Unit Price - the price per unit that is used for products on orders and invoices
Price List Schema - a template used to automatically populate a new version of a price list
Price List - a list of products and its prices
Price List Version - different version of a price list are created in order to make a clear distinction in prices based on time line or special event.
With the creation of different versions the historic data remain available for previous versions.

Application Menu

"Master Data Management" application area is split into:

two main master data windows which gather Business Partner and Product related key data
and three separated folders to setup each master data type separately Business Partner Setup, Product Setup and Pricing Setup.

Please find below detailed description of all windows of the Master Data Management application area.

Business Partner Setup

The "Business Partner Setup" folder allows you to separately define the basic configuration of the company business partners.
Configuration which implies the creation of categories to group business partners for management purposes, or the creation of the discounts agreed with them, among others.

Product Setup

The "Product Setup" folder allows you to separately define the basic configuration of the company products.
Configuration which implies the creation of categories to group similar products, or the creation of product units of measure or attributes, among others.

Pricing

The "Pricing" folder allows you to separately setup the basic configuration of the company pricing.
Configuration which implies the creation of Price List, Price List Schemas and Price List Versions.

Advanced