8 Sep

base data


E-invoicing in Germany: How to implement the obligation with SAP Business One

Master data is the database on which business processes can be based and which is valid over a longer period of time, e.g. parts lists.

Master data in SAP Business One

Types of master data:

  1. item master data:
    • Management of article information (e.g. number, description, type, group).
    • Tabs for inventory data, planning data, properties and attachments.
    • Support for stock valuation and availability check.
  2. Business partner master data:
    • Entry of customer, supplier and prospective customer details (company data, tax information, payment terms).
    • Tabs for contact persons, addresses, accounting and properties.
    • Prioritisation of business partners and monitoring of the credit limit.
  3. Employee master data:
    • Information on employees, users and sales staff.
    • GDPR-compliant management of personal data.
  4. equipment master data:
    • Management of items with serial numbers that require service.
    • Automatic or manual creation of data.
  5. Resource master data:
    • Management of resources, groupings, capacities and standard costs.

Management of master data:

  • Create and editMaster data can be created, searched for and updated.
  • NumberingDocument numbers are defined per master data category.
  • Properties and fieldsArticles and business partners can be classified via properties and supplemented by user-defined fields.
  • LinksMaster data can be linked to list views.

Importance of master data:

  • Business processesBasis for sales and purchasing documents, activities and analyses.
  • Networking: Strong connection with other modules (e.g. Material Requirements Planningservice).
  • ReportsComprehensive reports on business partner and article master data, including G/L account determination.

Additional information:

  • data protectionFunctions for GDPR-compliant management, cleansing and blocking of personal data.
  • Asset managementMandatory fields for article number, description, account determination and depreciation types.

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