setup_master_data

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setup_master_data [2024/11/19 06:02] – chillhubadminsetup_master_data [2026/04/27 08:30] (current) – chillhubadmin
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 ==== Master Data ==== ==== Master Data ====
 To make the most of the system, it's essential to configure your master data accurately from the start. This guideline will help you ensure that all required data is properly set up and ready for use. To make the most of the system, it's essential to configure your master data accurately from the start. This guideline will help you ensure that all required data is properly set up and ready for use.
 +  * [[setup_master_data#overview|Overview]]
 +  * [[setup_master_data#manage_master_data|Manage Master Data]]
 +  * [[setup_master_data#create_on_demand|Create on Demand]]
 +  * [[setup_master_data#uom_conversion|UOM Conversion]]
 +\\ //Want to save time? Try Chillhub’s [[Batch Import]] feature to get through this step much faster.// {{mdi>new-box?24}}
 === Overview === === Overview ===
   * **Industry**: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)   * **Industry**: Represents the broad business sector or field in which your products and services are used or sold. (e.g Air Conditioner)
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   * **Task**: Represents a specific units of work or activities carried by teams that can be scheduled. (e.g. Delivery, Repair)   * **Task**: Represents a specific units of work or activities carried by teams that can be scheduled. (e.g. Delivery, Repair)
     * Define the work to be done for each **scheduled job**     * Define the work to be done for each **scheduled job**
 +  * **UOM Conversion**: Defines alternative units of measure (UOM) and their corresponding conversion factors.
 +    * Activate **UOM Conversion add-on** in the subscription plan to enable the feature. 
 +    * Can be configured for **Products**, **Product Types**, and **Services** (if applicable).
 +    * Enables selection of alternative UOMs in transaction documents such as **Invoices**, **Sales Orders**, **Purchase Orders**, and **Quotations**.
 +    * Ensures accurate quantity and inventory tracking by converting values to the product’s base UOM using the defined conversion factor.
  
 === Manage Master Data === === Manage Master Data ===
-== From Master Data menu == +  * Expand the Master Data menu \\ {{:masterdata:masterdata_1.jpg?200|}} 
-{{:masterdata:masterdata_1.jpg?nolink&200|}} +  * Select the desired menu you wish to open \\ {{:masterdata:masterdata_3.jpg?200|}} {{:masterdata:masterdata_2.jpg?500|}} 
-  * Expand the Master Data menu +
-  * Select the desired menu you wish to open +
-\\ {{:masterdata:masterdata_3.jpg?nolink&200|}} {{:masterdata:masterdata_2.jpg?nolink&500|}} +
   * The following options are located on the toolbar   * The following options are located on the toolbar
     * {{mdi>magnify?24}} **Search**: Allows you to search for specific data     * {{mdi>magnify?24}} **Search**: Allows you to search for specific data
     * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data     * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data
-    * {{mdi>download?24}} **Export** to Excel: Enables exporting the current view data to an Excel file.+    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file.
     * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.     * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.
   * Additional Filters:   * Additional Filters:
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     * {{mdi>pencil?24}}: Modify master data details (Mobile View: expand row to access)     * {{mdi>pencil?24}}: Modify master data details (Mobile View: expand row to access)
     * {{mdi>delete?24}}: Delete master data (Mobile View: expand row to access)     * {{mdi>delete?24}}: Delete master data (Mobile View: expand row to access)
-\\ {{:masterdata:masterdata_4.jpg?nolink&500|}} +    * Relevant fields associated with each master data entity 
-  * Create/Edit Form: +\\ {{:masterdata:masterdata_4.jpg?500|}} 
-    * Name: The primary unique identifier+  * Create/Edit Form fields include: 
 +    * **Name**: The primary unique identifier
       * Available in all master data        * Available in all master data 
-    * Description: A brief description or additional details about the entity+    * **Description**: A brief description or additional details about the entity
       * Available in Product, Service, Task       * Available in Product, Service, Task
-      * Will be displayed in documents such as purchase order, invoices, quotations, and sales orders +      * Will be displayed in documents such as purchase order, invoices, quotations, and sales orders. 
-    * Industry: Industry the entity belongs to+    * **Industry**: The industry to which the entity belongs
       * Available in all master data (except Industry)       * Available in all master data (except Industry)
-    * Default UOM: Default unit of measure for the entity's transactions. e.g. set, kg, feet, EA (each)+    * **Default UOM**: Default unit of measure for the entity's transactions. (e.g. set, kg, feet, EA (each))
       * Available in Product, Product Type, Service       * Available in Product, Product Type, Service
-    * Classification Code: Category of products or services as required by LHDN e-Invoice submission+    * **UOM Conversion**: Defines alternative units of measure and their corresponding conversion factors relative to the default UOM. 
 +      * Available in Product, Product Type, Service 
 +    * **Classification Code**: Category of products or services as required for LHDN e-Invoice submission
       * Available in Product, Product Type, Service       * Available in Product, Product Type, Service
       * If classification code not defined, "022- Others" will be used during e-Invoice submission       * If classification code not defined, "022- Others" will be used during e-Invoice submission
       * Full List available on the [[https://sdk.myinvois.hasil.gov.my/codes/classification-codes/|MyInvois Official Site]]       * Full List available on the [[https://sdk.myinvois.hasil.gov.my/codes/classification-codes/|MyInvois Official Site]]
 +    * **External Code**: An optional reference code used to map this item to an external system.
 +      * **Note**: To enable accounting integration, please contact Chillhub Support to enable and install the required integration module.
 +      * Available in Product, Product Type, Service
 +    * **Type**: Define **Product Type** of the product
 +      * Only available in Product
 +    * **Brand**: Brand of the product
 +      * Only available in Product
 +    * **Taxable By Default**: Determines whether tax is automatically applied when this product or service is used in transactions
 +      * Available in Product, Product Type, Service
 +    * **Obsolete**: Mark this item as obsolete to indicate it is no longer offered or used. Obsolete items will be hidden from selection in future transactions but retained for historical records.
 +      * Available in all master data (except Industry)
 +
 +=== Create On Demand ===
 +  * Master data can be created on demand by selecting the {{mdi>plus?24}} icon located on the right side of each master data dropdown. \\ {{:masterdata:masterdata_5.jpg?300|}}
 +  * For instance, users can create any missing master data when creating invoices, creating purchase orders, setting up inventory, configuring pricing, and other related tasks.
 +
 +=== UOM Conversion ===
 +\\ //Activate UOM Conversion add-on in the subscription plan to enable the SST feature.// 
 +  * Expand the Master Data menu
 +  * Select **UOM Conversion**
 +  \\ {{:masterdata:masterdata_6.jpg?500|}} 
 +  * The following options are located on the toolbar
 +    * {{mdi>magnify?24}} **Search**: Allows you to search for specific data
 +    * {{mdi>refresh?24}} **Refresh**: Updates the current view by reloading the data
 +    * {{mdi>download?24}} **Export to Excel**: Enables exporting the current view data to an Excel file.
 +    * {{mdi>plus?24}} **New**: Creates a new entry or record in the system.
 +  * Data Table:
 +    * {{mdi>chevron-up?24}}: Expand row data to view more details. (available only in Mobile View)
 +    * {{mdi>pencil?24}}: Modify row data details (Mobile View: expand row to access)
 +    * {{mdi>delete?24}}: Delete row data (Mobile View: expand row to access)
 +    * **Name**: Name of the UOM Conversion
 +    * **Alternate UOM 1**: Display the name and conversion factor of the first alternate UOM.
 +    * **Alternate UOM 2**: Display the name and conversion factor of the second alternate UOM.
 +    * **Alternate UOM 3**: Display the name and conversion factor of the third alternate UOM.
 +    * **Alternate UOM 4**: Display the name and conversion factor of the fourth alternate UOM.
 +\\ {{:masterdata:masterdata_7.jpg?500|}}
 +  * Create/Edit Form fields include:
 +    * **Name**: The primary unique identifier
 +    * **Alternate UOM 1, Conversion Factor **: Name and conversion factor of the first alternate UOM.
 +    * **Alternate UOM 2, Conversion Factor **: Name and conversion factor of the second alternate UOM.
 +    * **Alternate UOM 3, Conversion Factor **: Name and conversion factor of the third alternate UOM.
 +    * **Alternate UOM 4, Conversion Factor **: Name and conversion factor of the fourth alternate UOM.
 +  * Example:
 +    * Product: //Power Cable 4-Core 2.5mm//, Default UOM: //meter//, UOM Conversion: //meter//
 +    * UOM Conversion: //meter// with Alternate UOM: //feet//, Conversion Factor: //0.3048//
 +      * i.e., 1 foot = 0.3048 meter
 +    * When //Power Cable 4-Core 2.5mm// is selected as an invoice item, both //meter// and //feet// are available in the UOM selection.
 +    * When //feet// is selected and quantity is //2//, the system will deduct stock as: 2 × 0.3048 = 0.6096 meters.
 +
 +Continue reading [[initial_data|this]] for detailed guidelines on setting up initial data effectively
  
 +<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>
  • setup_master_data.1731996138.txt.gz
  • Last modified: 2024/11/19 06:02
  • by chillhubadmin