Common master-data domains
Create or change a master record
1
Search first
Search by code, name, tax identity, and common abbreviations to avoid duplicates.
2
Confirm ownership
Identify the business owner authorized to create or approve this type of record.
3
Use the naming standard
Enter the official code and name with consistent capitalization and abbreviations.
4
Complete required attributes
Add office scope, address, tax, currency, account mapping, status, dates, and relationships where applicable.
5
Review downstream impact
For finance and operational codes, confirm reporting and posting behavior before activation.
6
Save and test
Use a controlled transaction or list check to confirm the value appears in the expected scope.
Change-control rules
- Prefer deactivation to deletion when a value has transaction history.
- Do not reuse old codes for a different meaning.
- Merge duplicates only through an approved data-correction process.
- Record effective dates for rates and time-sensitive values.
- Review high-impact mappings, including charge-to-account and tax configuration, with Finance.
- Protect personal and banking data according to policy.