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<meta name=generator content="Hugo 0.92.1">
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<title>Master Data :: AL Guidelines</title>
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@ -32,9 +32,9 @@ ALGuidelines.Dev
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<input data-search-input id=search-by type=search placeholder=Search...>
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<div class=highlightable>
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<ul class=topics>
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@ -262,53 +262,118 @@ ALGuidelines.Dev
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<p>It is being used for creating a master data entity and can roughly be divided into 2 categories: Business and Product</p>
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<p>Examples of Master Data tables are:</p>
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<p>Business Data:</p>
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<p>Table 18: Customer</p>
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<p>Table 23: Vendor</p>
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<p>Table 270: Bank Account</p>
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<p>Table 5050: Contact</p>
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<ul>
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<li>Table 18: Customer</li>
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<li>Table 23: Vendor</li>
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<li>Table 270: Bank Account</li>
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<li>Table 5050: Contact</li>
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</ul>
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<p>Product Data:</p>
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<p>Table 15 G/L Account</p>
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<p>Table 27: Item</p>
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<p>Table 156: Resource</p>
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<p>Table 5600: Fixed Asset</p>
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<p>Table 5718: Nonstock Item</p>
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<p>Table 5913: Loaner</p>
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<ul>
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<li>Table 15 G/L Account</li>
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<li>Table 27: Item</li>
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<li>Table 156: Resource</li>
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<li>Table 5600: Fixed Asset</li>
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<li>Table 5718: Nonstock Item</li>
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<li>Table 5913: Loaner</li>
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</ul>
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<p>Master Data has attributes such as Location, Countries & Item Vendors. These tables are closely related to Master Data tables and are called Supplemental and Subsidiary tables.</p>
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<p>Supplemental:</p>
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<p>Table 9: Country/Region</p>
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<p>Table 14: Location</p>
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<ul>
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<li>Table 9: Country/Region</li>
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<li>Table 14: Location</li>
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</ul>
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<p>Subsidiary:</p>
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<p>Table 99: Item Vendor</p>
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<ul>
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<li>Table 99: Item Vendor</li>
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</ul>
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<p>Master Data is among other used in journals, posting routines and historic data like ledger entries.</p>
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<p><strong>Naming & Conventions</strong></p>
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<hr>
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<p>Table & Card Page</p>
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<ul>
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<li>
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<p>Singular</p>
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</li>
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<li>
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<p>Examples: Customer, Vendor & Item</p>
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</li>
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</ul>
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<p>List Page</p>
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<ul>
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<li>
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<p>Plural if Editable = TRUE.</p>
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</li>
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<li>
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<p>Singular + “List” if Editable = FALSE.</p>
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</li>
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</ul>
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<h1 id=example>Example</h1>
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<p>The data entity has a single primary key field with the following properties:</p>
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<p>Field No.</p>
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<p>1</p>
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<p>Name</p>
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<p>“No.”</p>
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<p>Date Type</p>
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<p>Code 20</p>
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<table>
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<thead>
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<tr>
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<th></th>
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<th></th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>Field No.</td>
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<td>1</td>
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</tr>
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<tr>
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<td>Name</td>
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<td>“No.”</td>
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</tr>
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<tr>
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<td>Date Type</td>
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<td>Code 20</td>
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</tr>
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</tbody>
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</table>
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<p>Each master data entity has a field which gives a name tag to the data entity carrying the natural name of the entity. This field is called Name if the data entity refers to a living person or an organization, such as a customer or a vendor; it is called Description instead if the data entity does not refer to a person or organization, such as an item. The field has the following properties:</p>
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<p>Name</p>
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<p>Name or Description</p>
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<p>Date Type</p>
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<p>Text 50</p>
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<table>
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<thead>
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<tr>
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<th></th>
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<th></th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>Name</td>
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<td>Name or Description</td>
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</tr>
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<tr>
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<td>Date Type</td>
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<td>Text 50</td>
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</tr>
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</tbody>
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</table>
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<p>An added benefit of using the Name or Description field naming is that this will be part of the dropdown when looking up based on the table relation.</p>
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<p>The table properties of a master data table contain the following entries:</p>
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<p>LookupPageID</p>
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<p>A ListType Page referring to the table which is not editable.</p>
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<p>DrillDownPageID</p>
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<p>The same page as defined in the LookupPageID</p>
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<p>DataCaptionFields</p>
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<p>The primary key plus the field which provides the primary name tag for the record. This will typically be the Name or Description field defined earlier.</p>
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<table>
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<thead>
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<tr>
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<th></th>
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<th></th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>LookupPageID</td>
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<td>A ListType Page referring to the table which is not editable.</td>
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</tr>
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<tr>
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<td>DrillDownPageID</td>
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<td>The same page as defined in the LookupPageID</td>
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</tr>
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<tr>
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<td>DataCaptionFields</td>
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<td>The primary key plus the field which provides the primary name tag for the record. This will typically be the Name or Description field defined earlier.</td>
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</tr>
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</tbody>
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</table>
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<h1 id=nav-specific-example>NAV Specific Example</h1>
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<p>We will create an Example table here with a Card and List Page as described above.</p>
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<p>First we create the Table with No. as the primary key.</p>
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@ -327,17 +392,21 @@ ALGuidelines.Dev
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<h1 id=nav-usages>NAV Usages</h1>
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<p>You can see this pattern used in the following tables & pages:</p>
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<p>Business Data:</p>
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<p>Table 18: Customer, Page 21 Customer Card & Page 22 Customer List</p>
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<p>Table 23: Vendor, Page 26 Vendor Card & Page 27 Vendor List</p>
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<p>Table 270: Bank Account, Page 370 Bank Account Card & Page 371 Bank Account List</p>
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<p>Table 5050: Contact, Page 5050 Contact Card & Page 5052 Contact List</p>
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<ul>
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<li>Table 18: Customer, Page 21 Customer Card & Page 22 Customer List</li>
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<li>Table 23: Vendor, Page 26 Vendor Card & Page 27 Vendor List</li>
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<li>Table 270: Bank Account, Page 370 Bank Account Card & Page 371 Bank Account List</li>
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<li>Table 5050: Contact, Page 5050 Contact Card & Page 5052 Contact List</li>
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</ul>
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<p>Product Data:</p>
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<p>Table 15 G/L Account, Page 17 G/L Account Card & Page 18 G/L Account List</p>
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<p>Table 27: Item, Page 30 Item Card & Page 31 Item List</p>
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<p>Table 156: Resource, Page 76 Resource Card & Page 77 Resource List</p>
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<p>Table 5600: Fixed Asset, Page 5600 Fixed Asset Card & Page 5601 Fixed Asset List</p>
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<p>Table 5718: Nonstock Item, Page 5725 Nonstock Item Card & Page 5726 Nonstock Item List</p>
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<p>Table 5913: Loaner, Page 5922 Loaner Card & Page 5923 Loaner List</p>
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<ul>
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<li>Table 15 G/L Account, Page 17 G/L Account Card & Page 18 G/L Account List</li>
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<li>Table 27: Item, Page 30 Item Card & Page 31 Item List</li>
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<li>Table 156: Resource, Page 76 Resource Card & Page 77 Resource List</li>
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<li>Table 5600: Fixed Asset, Page 5600 Fixed Asset Card & Page 5601 Fixed Asset List</li>
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<li>Table 5718: Nonstock Item, Page 5725 Nonstock Item Card & Page 5726 Nonstock Item List</li>
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<li>Table 5913: Loaner, Page 5922 Loaner Card & Page 5923 Loaner List</li>
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</ul>
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<h1 id=consequences>Consequences</h1>
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<p>This pattern should not be used when this is not Master Data.</p>
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<h1 id=references>References</h1>
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