setup_master_data

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setup_master_data [2024/11/19 09:24] – chillhubadminsetup_master_data [2026/04/27 08:30] (current) – chillhubadmin
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   * [[setup_master_data#manage_master_data|Manage Master Data]]   * [[setup_master_data#manage_master_data|Manage Master Data]]
   * [[setup_master_data#create_on_demand|Create on Demand]]   * [[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 ===
-  * Expand the Master Data menu \\ {{:masterdata:masterdata_1.jpg?nolink&200|}} +  * Expand the Master Data menu \\ {{:masterdata:masterdata_1.jpg?200|}} 
-  * Select the desired menu you wish to open \\ {{:masterdata:masterdata_3.jpg?nolink&200|}} {{:masterdata:masterdata_2.jpg?nolink&500|}} +  * Select the desired menu you wish to open \\ {{:masterdata:masterdata_3.jpg?200|}} {{:masterdata:masterdata_2.jpg?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
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     * {{mdi>delete?24}}: Delete master data (Mobile View: expand row to access)     * {{mdi>delete?24}}: Delete master data (Mobile View: expand row to access)
     * Relevant fields associated with each master data entity     * Relevant fields associated with each master data entity
-\\ {{:masterdata:masterdata_4.jpg?nolink&500|}}+\\ {{:masterdata:masterdata_4.jpg?500|}}
   * Create/Edit Form fields include:   * Create/Edit Form fields include:
     * **Name**: The primary unique identifier     * **Name**: The primary unique identifier
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       * 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
 +    * **UOM Conversion**: Defines alternative units of measure and their corresponding conversion factors relative to the default UOM.
       * Available in Product, Product Type, Service       * Available in Product, Product Type, Service
     * **Classification Code**: Category of products or services as required for LHDN e-Invoice submission     * **Classification Code**: Category of products or services as required for LHDN e-Invoice submission
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       * 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     * **Type**: Define **Product Type** of the product
       * Only available in Product       * Only available in Product
     * **Brand**: Brand of the product     * **Brand**: Brand of the product
-      * Only available in 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)
  
-=== Created On Demand === +=== 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?nolink&300|}}+  * 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.   * 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 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.1732008256.txt.gz
  • Last modified: 2024/11/19 09:24
  • by chillhubadmin