Masterdata[edit]


= Masterdata =

== Creating&nbsp;Masterdata ==

With ICI, you can create and use the Masterdata for your Agreements.

'''To create Masterdata:'''

1.&nbsp;'''Click '''''Home >&nbsp;''''Configuration'''''> '''''Create Masterdata'''''<i>..</i>'''The&nbsp;''Masterdata&nbsp;''page opens'''.&nbsp;
<div class="image-green-border">[[File:1080px-Masterdata index page 7.8 gr action.png|720px|1080px-Masterdata index page 7.8 gr action.png]]</div> 
2.&nbsp;'''Click&nbsp;'''''Create Masterdata&nbsp;''on the&nbsp;''Masterdata&nbsp;''page. The&nbsp;''Create Masterdata&nbsp;''page opens.&nbsp;

The ''Create Masterdata'' page consists of 2 sections:

:
:*Masterdata details   

:
:*Attributes   

'''Masterdata Details'''

The&nbsp;''Masterdata details'' section&nbsp;consists of three&nbsp;fields:

*Category: '''Select''' the appropriate category. 
*Masterdata:&nbsp;'''Select''' the appropriate Masterdata category. 
*Masterdata Description: This field&nbsp;facilitates users to select the desired Masterdata Contract Type. 
<div class="image-green-border">[[File:7.11 Contract Type description Masterdata.png|720px|7.11 Contract Type description Masterdata.png]]</div> 
3.&nbsp;'''Click''' ''Next.&nbsp;''The&nbsp;''Attribute&nbsp;''tab opens.
<div class="note-box">'''Note''': ICI system provides standard, as well as customized&nbsp;''Create Masterdata&nbsp;''feature. The attributes you define while creating the&nbsp;''Masterdata&nbsp;''Contract Type is displayed in the&nbsp;''Attributes&nbsp;''tab (while creating masterdata).</div> 
'''Attributes'''

On the ''Attributes'' tab, you add different attributes to the masterdata:

*Name: '''Type&nbsp;'''the name of the masterdata.&nbsp; 
*Effective Date:&nbsp;'''Select''' an appropriate effective date. 
*Expiry Date:&nbsp;'''Select''' an appropriate expiry date. 
*Masterdata Code:&nbsp;This is a system generated code. 
*Party Address:&nbsp;'''Type''' the party address. 
*Party Name:&nbsp;'''Type''' the party name. 
*Company Address:&nbsp;'''Select''' an appropriate category from list. 
*Select File:&nbsp;Upload the Company Contract Document. 
*Company Creation date:&nbsp;'''Select''' an appropriate company creation date. 
*Company Details:&nbsp;'''Type''' appropriate company details. 
*Company Email:&nbsp;'''Type''' the official company email address. 
*Company Phone Number:&nbsp;'''Select''' an appropriate category from list. 
*Company Profit:&nbsp;'''Select''' an appropriate category from list. 
*Company Project User:&nbsp;'''Click'''&nbsp;the ''Add User'' icon. The ''Select User'' box opens. Under ''Select User'', select an appropriate project user. Alternatively, in the ''Search User'' box, type the name of the desired user, and '''click'''&nbsp;the ''Search&nbsp;''icon. Use the scroll arrows Scroll &nbsp;to scroll through users. '''Click''' ''Add'' to add the user. 
*Company URL:&nbsp;'''Type''' the official company URL. In the Link Text box, '''type''' free text. 
*Contract Description:&nbsp;'''Type''' a description for the Contract. This&nbsp;field helps users to select the desired Contract Type. 
*Contract Value:&nbsp;'''Select''' an appropriate category and then select appropriate currency from the ''Select Currency'' list. 

4. '''Click''' ''Save''.&nbsp;If the approval workflow is enabled in the Masterdata contract type for this instance, then after saving the Attributes page, ''Masterdata'' details page opens.
<div class="image-green-border">[[File:Masterdata Attributes 7.8.PNG|560px|RTENOTITLE]]</div> 
5. '''Click'''&nbsp;''Team''&nbsp;in the left pane.

6. After you '''click&nbsp;'''''Team''&nbsp;it will display the rule based Approvers for this instance. Now '''click''' ''Send For Approval'' to send it further for the approval.

7. In case approval workflow is not enabled for this instance, it will simply create the Masterdata.
<div class="note-box">'''Note''': Masterdata will be visible to the users of an organization unit only if they are part of it.&nbsp;</div> 
== Applying filters on Masterdata records ==

You can apply multiple filters while referencing values from any master records. You can predefine filters or apply them based on the attribute values for the selected attributes while entering the details.&nbsp;<br/> <br/> Users can now:

*Define UI based configuration for multiple static and dynamic filters for the referred masterdata&nbsp; 
*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined configured static filters while working with agreements/amendments 
*Filter masterdata records directly in the drop-downs as well as the popup, based on the predefined dynamic filters as the user keys in the values for the selected attributes marked as filters while working with agreements/amendments 

=== Configuring Static and Dynamic filters on Masterdata records ===

'''To configure static filters:'''<br/> <br/> Let us consider an example where Automation Country Master is a Masterdata Contract Type having attributes such as Country Name, Country Name String, Identifier Attribute and Name for Cascade and Lookup. We are configuring a static filter where Country Name String attribute must not contain the country West Indies.<br/> <br/> 1. '''Click '''the ''Add Filter Configuration'' icon. The ''Filter Configuration'' window opens for the master record ''Automation Country Master''.
<div class="note-box">'''Note''': The ''Add Filter Configuration ''icon is enabled only when the user selects a master record Contract Type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 Dealer master records - 2.png|720px|7.11 Dealer master records - 2.png]]&nbsp;</div> 
2. '''Toggle '''''On ''for the Is Mandatory field.&nbsp;
<div class="note-box">'''Note''': ''Is Mandatory'' toggle ''On'' indicates that filter cannot be removed.&nbsp;</div> 
3. '''Select '''''Must Not'' from the ''Operator Type'' drop-down list. The ''Country Name String'' attribute must not contain the country ''West Indies''.
<div class="note-box">'''Note''': The ''Must/Must Not'' operator type sets the binding condition on the ''Attributes ''values.&nbsp;</div> 
4. '''Select '''''Country Name String'' from the ''Attributes'' drop-down list.&nbsp;<br/> The ''Country Name String ''attribute displays the names of countries.&nbsp;<br/> 5. '''Select''' the checkbox for the country. For example, the ''West Indies''.
<div class="image-green-border">[[File:7.11 Dealer master records - 3.png|720px|7.11 Dealer master records - 3.png]]&nbsp;</div> 
6. '''Click '''''Apply ''to view the output on the right side of the filter.<br/> 7. '''Click''' ''Save''. The ''Attribute updated successfully'' window opens.
<div class="image-green-border">[[File:7.11 Dealer master records - 4.png|720px|7.11 Dealer master records - 4.png]]</div> 
8. '''Enter''' the details in the remaining ''Association'', ''Display Preference'', ''Team'', and ''Verify'' tabs to publish the Contract Type. Alternatively, you can edit an already existing Contract Type to add the filter to its existing attribute.<br/> <br/> A Static filter is configured on the Masterdata record where ''Country Name String'' attribute must not contain the country ''West Indies''.<br/> <br/> '''To Configure Dynamic filters on Masterdata records:'''<br/> <br/> 1. '''Click''' the ''Add Filter Configuration'' icon. The ''Filter Configuration'' window opens for the master record ''Automation Country Master''.
<div class="image-green-border">[[File:7.11 Dealer master records - 5.png|720px|7.11 Dealer master records - 5.png]]<br/> &nbsp;<br/> 2. '''Toggle '''''On'' for the ''Is Dynamic'' field.&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': Is Dynamic toggle On indicates that the filter is a dynamic filter.&nbsp;</div> 
3. '''Select''' ''Must'' from the ''Operator'' ''Type'' drop-down list.&nbsp;
<div class="note-box">'''Note''': The Must/Must Not operator type sets the binding condition on the Attributes values.&nbsp;</div> 
4. '''Select''' ''Country Name String'' from the ''Contract Type Attribute'' drop-down list.&nbsp;<br/> 5. '''Select''' ''Country Name'' from the ''Linked To'' drop-down list.&nbsp;
<div class="note-box">'''Note''': The Contract Type Attribute drop-down list displays the attributes of Agreement Contract Type (Country Name String). The Linked To drop-down list displays the attributes of Masterdata Contract Type (Country Name). &nbsp;Thus, Country Name String attribute value is dynamically linked to the attribute value of Country Name.&nbsp; </div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 Dealer master records - 6.png|720px|7.11 Dealer master records - 6.png]]</div> <div class="image-green-border">6. '''Click '''''Apply''.<br/> 7. '''Click''' ''Save''. The ''Attribute updated successfully'' window opens.<br/> <br/> [[File:7.11 Dealer master records - 7.png|720px|7.11 Dealer master records - 7.png]]&nbsp;<br/> <br/> 8. '''Enter '''the details in the remaining ''Association'', ''Display Preference'', ''Team'', and ''Verify'' tabs to publish the Contract Type. Alternatively, you can edit an already existing Contract Type to add a filter to its existing attribute.<br/> <br/> A Dynamic filter is configured where ''Country Name String'' attribute value is dynamically linked to the attribute value of ''Country Name''.</div> 
For more information about&nbsp;Static and Dynamic Filters at Agreement level, see ''Adding Static and Dynamic Filters''''.'''''

&nbsp;

== Defining IN operator when applying lookup filters&nbsp; ==

In ICI, the configurator can filter the lookup masterdata table with ''Must''&nbsp;and ''Must Not''&nbsp;conditions, to achieve necessary business scenarios, while configuring a lookup attribute on contract types.&nbsp;

ICI provides the ability to configure a lookup attribute using the ''IN''&nbsp;filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.

Configurators can now:&nbsp;

*Use the&nbsp;''IN''&nbsp;operator in the lookup filter attribute on agreement contract types. 
*View the applied filter on the ''Attributes''&nbsp;page on the UI for the selected attribute. 

Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute.&nbsp;

Let us consider an example of masterdata with attributes- Automation Region Master (Region ID, Region Name, and Short Name), Sales Type Master (Sale Type, Sale Region) and Automation Country Master (Region Sale Type, Country Name String).&nbsp;<br/> A multi-select attribute Region Sale Type in Automation Country Master looks up to an attribute Sale Type in the Sales Type Master. And a multi-select attribute Sale Region in Sales Type Master looks up to an attribute Region Name in the Automation Region Master.<br/> Users can display values from the Automation Country Master based on the values selected from the Sales Type Master which looks up to the Automation Region Master, using IN operator in Dynamic/Static filters.<br/> Users can add attributes and configure lookups and filters while creating a new contract type or editing an existing contract Type.<br/> &nbsp;

To configure masterdata Lookups in agreement contract type:&nbsp;

1.&nbsp;'''Click''' ''Configuration''&nbsp;> ''Create Contract Type'' on the ''Home'' page. The ''Select Contract Type'' page opens.

2.&nbsp;'''Select''' ''Agreement'' and '''click''' ''Next''. The ''Create Contract Type'' page opens.

3.&nbsp;'''Enter&nbsp;'''''Contract Type Name.&nbsp;''For example,&nbsp;''Master Services Agreement.&nbsp;''

4.&nbsp;'''Click''' ''Next''. The ''Attributes'' tab opens.

5.&nbsp;'''Add''' attribute from ''Available Attribute'' sections to ''Selected Attribute'' section using action arrows. For example, Sale Country. The ''Edit Attribute'' section for the selected attribute opens

6.&nbsp;'''Toggle''' the ''Is Lookup'' field to ''On''. The ''Lookup'' section opens.

7.&nbsp;&nbsp;'''Select''' a Contract Type for the attribute to look up to in a ''Select Contract Type'' field. For example, Automation Country Master.<br/> 8.&nbsp; '''Select''' an attribute from the selected masterdata to look up to in a ''Select Attribute'' field. For example, Country Name String.

&nbsp;

Similarly, configure attribute ''Sale Type'' looking up to the attribute ''Sale Type'' in the Sale Type Master, and the attribute ''Sale Region'' looking up to the attribute ''Short Name'' in the ''Automation Region Master''.

To configure&nbsp;''static&nbsp;''lookup filters with IN operator:&nbsp;

1.&nbsp;'''Click''' ''Add Filter Configuration'' icon next to the ''Select Contract Type'' field. The ''Filter Configuration'' window for the selected contract type, here ''Automation Country Master'', opens.

2.&nbsp;'''Toggle''' the ''Is Dynamic'' field to ''Off''.

3.&nbsp;'''Toggle&nbsp;'''the&nbsp;''Is Mandatory&nbsp;''field to&nbsp;''On&nbsp;''if required.&nbsp;

4.&nbsp;'''Select''' ''IN'' from the ''Operator Type'' drop-down if you want to apply lookup filter on a multi-select choice/lookup type attribute.

'''Note''':&nbsp;The IN operator can filter the values in the comma separated format.

5. '''Select''' the Attributes from the masterdata to set up the filter upon. For example, Region Sale Type.

'''Note''':&nbsp;The ''Attributes'' field will display only multi-select lookup and multi-select choice type attributes for selection, if available in masterdata.

6.&nbsp;'''Enter''' values in a comma separated format in the field. For example, ''MPX'', ''Reseller.''

7.&nbsp;'''Click''' ''Apply'' . The filter will display records where ''Region Sale Type'' values are in the entered values, ''MPX ''&nbsp;and ''Reseller''. The separate filter tags will be generated for each filter value.

8.&nbsp;'''Close&nbsp;'''the window. The&nbsp;''Attributes&nbsp;''tab opens again.&nbsp;

To configure&nbsp;''dynamic ''lookup''&nbsp;''filters with IN operator:

1. '''Click''' ''Add Filter Configuration'' icon next to the ''Select Contract Type'' field. The ''Filter Configuration'' window for the selected contract type, here ''Automation Country Master'', opens.<br/> 2.&nbsp;'''Toggle''' the ''Is Dynamic'' field to ''On''.<br/> 3. '''Toggle''' the ''Is Mandatory'' field ''On'', if required.<br/> 4. '''Select''' ''IN'' from the ''Operator Type'' drop-down if you want to apply lookup filter on a multi-select choice/lookup type attribute.

'''Note''':&nbsp;The ''IN'' operator can filter the values in the comma separated format.

5.&nbsp;'''Select''' the ''Contract Type'' Attribute from the current contract type. For example, ''Sale Type'' from ''Master Services Agreement''.

6.&nbsp;'''Select''' ''Linked To attribute'' from the masterdata to set up the filter upon. For example, Region Sale Type.

'''Note''':&nbsp;The ''Linked To'' field will display only multi-select lookup and multi-select choice type attributes for selection, if available in masterdata.

The filter will display records where Region Sale Type values are in the selected Contract Type Attribute- Sale Type.

7.&nbsp;'''Close&nbsp;'''the window. The&nbsp;''Attributes&nbsp;''tab opens again.&nbsp;

Similarly, set up the filters for the attribute ''Sale Type'' with ''Contract Type Attribute ''as ''Sale Region'' and ''Linked To as Sale Region'' with the ''Operator Type'' as ''IN''.

The Filter will display values in the Sale Country field for Master Services Agreement where attribute Sale Region’s values from Sale Type Master are in the selected current Contract Type Attribute- Sale Type values.&nbsp;

8.&nbsp;'''Click''' ''Apply''.

9.&nbsp;'''Close''' the window. The ''Attributes'' tab opens again.<br/> 10.'''Click''' ''Save''. The ''Attribute'' will be saved.<br/> 11. '''Click''' ''Next''. The ''Association'' tab opens.<br/> 12.&nbsp;'''Enter''' the details in the ''Association'', ''Display Preference'', and ''Team'' tabs and verify the entered details on the ''Verify'' tab.<br/> 13.&nbsp;'''Click''' ''Update'' and then publish and approve the Contract Type following standard ICI workflows.&nbsp;

'''Using IN operator in filters during Agreement creation&nbsp;'''

To add filters:&nbsp;

1.&nbsp;'''Click''' the ''Agreement Management'' > ''Create Agreement'' on the ''Home'' page. &nbsp;The ''Create Agreement'' page opens.

2.&nbsp;'''Select''' the ''Contract Type Name''. For example, Master Services Agreement.<br/> 3. '''Select''' ''Type Of Paper''. For example, ''Own''.<br/> 4. '''Click''' ''Next''. The ''Attributes'' tab opens.

5.&nbsp;'''Select''' the ''Sale Region''. For example, ''US-W''.<br/> 6. '''Select''' the ''Sale Type''. For example, ''MPX'' and ''Reseller''. The ''Sale Type'' will display values based on the selected value in the ''Sale Region'' field.

7.&nbsp;'''Click''' the ''Filtered Lookup'' Search or ''Add New Record'' icon next to ''Sale Type'' field. The ''Lookup Search'' window for ''Sale Type'' opens.

The ''Lookup Search'' window displays the records based on the applied filter with ''IN'' operator at contract type level. Users can remove the existing filter and lookup by applying different filters.

8.&nbsp;'''Close''' the window. The ''Attributes'' page opens again.

9.&nbsp;'''Select''' the ''Sale Country''. For example, ''CAN''. The ''Sale Country'' will display values based on the selected value in the Sale Type field.

10.&nbsp;'''Click''' the ''Filtered Lookup Search'' or ''Add New Record'' icon next to ''Sale Country'' field. The ''Lookup Search'' window for ''Sale Country'' opens.

The ''Lookup Search'' window displays the records based on the applied filter with ''IN'' operator at contract type level. Users can remove the existing non-mandatory filters &nbsp;and lookup by applying different filters.

11. '''Close''' the window. The ''Attributes'' page opens again.<br/> 12. '''Click''' ''Next''. The ''Select Template'' page opens.<br/> 13. '''Select''' the Template and '''click''' ''Next''. The ''Verify'' page opens.&nbsp;<br/> 14. '''Verify''' the details and '''click''' ''Create''. The agreement is created.&nbsp;

&nbsp;

== Editing Masterdata ==

In ICI, you can create and edit Masterdata for your Agreements. You can edit the Masterdata&nbsp;to update any information which was either not provided or was not correct.&nbsp;

To edit the Masterdata:

1. '''Click''' ''Configuration'' tile on ''My Dashboard.'' The&nbsp;''Configuration''&nbsp;page opens.<br/> 2.&nbsp;'''Click''' ''Masterdata&nbsp;''tile. The ''Masterdata&nbsp;''page opens.&nbsp;<br/> 3.&nbsp;'''Click'''&nbsp;''View''&nbsp;&nbsp;icon&nbsp;next to the&nbsp;Masterdata&nbsp;that you want to edit.The&nbsp;Masterdata Details&nbsp;page opens.<br/> 4. '''Click'''&nbsp;Edit. The&nbsp;''Edit Masterdata&nbsp;''page&nbsp;opens.<br/> 5. '''Edit'''&nbsp;the required information&nbsp;and '''click'''&nbsp;''Update''.
<div class="image-green-border">[[File:Masterdata Edit masterdata 7.8.PNG|560px|RTENOTITLE]]</div> 
6.&nbsp;'''Click''' ''Deactivate'' on&nbsp;''Masterdata Details''&nbsp;page to deactivate the&nbsp;Masterdata. The deactivated Masterdata cannot be used for future transactions, though it remains searchable and visible in the Masterdata list.<br/> When you '''click''' ''Update'', the modifications will be saved.

== Searching Masterdata ==

To search the masterdata:

1.&nbsp;'''Click''' ''Configuration'' tile on&nbsp;My Dashboard. The&nbsp;''Configuration&nbsp;''page opens.<br/> 2.&nbsp;'''Click''' ''Masterdata'' on Configurations page. The&nbsp;''Masterdata'''&nbsp;'''''page opens.<br/> 3. Under ''Search For'', '''click''' ''Select Field'' list.<br/> 4.&nbsp;'''Select''' an appropriate field from the list. The number in the bracket denotes the number of masterdata records that meet the search criteria. You can also select multiple options.To narrow down your search, enter free text in the ''Custom Keyword'' text box, and then '''click''' ''Apply''.<br/> 5. Alternatively, '''type''' ''keywords'' in the ''search'' box provided above the list of existing masterdata records. A list of relevant master data records is displayed.
<div class="image-green-border">[[File:Masterdata search masterdata 7.8 gr action.png|720px|Masterdata search masterdata 7.8 gr action.png]]</div> 
You can enhance your search by using any of the following methods:

{|
|-
! '''Field'''
! '''Action'''
|-
| *...*
| '''Type''' a search term in between the star characters.<br/> It shows existing items which include the respective search term.
|-
| *...
| Prefix * to a search term. It shows existing items which end with this term.
|-
| ...*
| Suffix * to a search term. It shows existing items which start with this term.
|-
| "..."
| '''Type''' a search term in double quotes. It shows existing items which include the search term.
|-
| *...(space)...
| '''Type''' multiple search terms with a space in between.<br/> It shows existing items which include the search terms.
|}

You can also view your saved search terms. In the ''More Searches'' box, select your saved search, and '''click'''&nbsp;the ''Add to Favorites'' icon&nbsp;to mark the ''search term as favorite''.<br/> You can find your marked favorites below the tiles.

&nbsp;

== &nbsp; ==

'''Related Topics''': [[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;&nbsp;[[Configuration|Configuration]]