Master Data Overview

Master Data

The master data module provides resources for managing core business data that is used across the system. This includes business partners, client accounts, assets, departments, and other fundamental data structures that form the backbone of the application.

Business Partners

Business partners represent the entities you do business with, including:

• Customers
• Suppliers
• Employees
• Other business relationships

Each business partner record contains essential information for business operations.

Learn more about Business Partners

Client Accounts

Client accounts represent the organizational units within the system. They provide:

• Organizational structure
• Access control
• Data segregation
• Business settings

Learn more about Client Accounts

Client Account Settings

Client account settings control various aspects of how the system operates for each client account, including:

• Default values
• Business rules
• Workflow configurations
• Integration settings

Learn more about Client Account Settings

Assets

Assets represent items of value owned by a company, including:

• Equipment
• Vehicles
• Property
• Other valuable resources

Each asset is tracked with essential information for proper management and accounting.

Learn more about Assets

Departments

Departments represent organizational units within a client account, providing:

• Business unit structure
• Activity tracking
• Resource organization
• Reporting segmentation

Each department helps organize and track business activities.

Learn more about Departments

Users

Users are the individuals who interact with the system. User management includes:

• Access control
• Role assignments
• Permissions
• User preferences

Learn more about Users

Resource Relationships

The master data resources are interconnected in the following ways:

1. Business Partners
   • Associated with client accounts
   • Linked to bank accounts
   • Referenced in documents
   • Connected to users
2. Client Accounts
   • Contain multiple users
   • Own business partners
   • Manage assets
   • Organize departments
   • Control settings
   • Manage access rights
3. Assets
   • Belong to client accounts
   • Tracked in accounting records
   • Managed by users
   • Referenced in documents
4. Departments
   • Belong to client accounts
   • Organize business activities
   • Referenced in transactions
   • Used in reporting
5. Users
   • Belong to client accounts
   • Have assigned roles
   • Access specific resources
   • Create and modify data

Common Operations

Common master data operations include:

1. Business Partner Management
   • Creating and updating partner records
   • Managing partner relationships
   • Handling partner documentation
   • Setting up partner preferences
2. Client Account Administration
   • Configuring account settings
   • Managing user access
   • Setting up workflows
   • Controlling business rules
3. Asset Management
   • Creating asset records
   • Updating asset information
   • Tracking asset history
   • Managing asset documentation
4. Department Management
   • Creating department structure
   • Organizing business units
   • Tracking departmental activities
   • Managing resource allocation
5. User Management
   • Creating user accounts
   • Assigning roles and permissions
   • Managing user preferences
   • Monitoring user activity

Each resource’s documentation provides detailed information about available endpoints, query parameters, and response formats.