Latest revision as of 09:55, 27 January 2021

Masterdata

Creating Masterdata

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

To create Masterdata:

1. Click Home > 'Configuration> Create Masterdata..The Masterdata page opens. 

2. Click Create Masterdata on the Masterdata page. The Create Masterdata page opens. 

The Create Masterdata page consists of 2 sections:

• Masterdata details

• Attributes

Masterdata Details

The Masterdata details section consists of three fields:

• Category: Select the appropriate category.
• Masterdata: Select the appropriate Masterdata category.
• Masterdata Description: This field facilitates users to select the desired Masterdata Contract Type.

3. Click Next. The Attribute tab opens.

Attributes

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

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

4. Click Save. If the approval workflow is enabled in the Masterdata contract type for this instance, then after saving the Attributes page, Masterdata details page opens.

5. Click Team in the left pane.

6. After you click Team 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.

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. 

Users can now:

• Define UI based configuration for multiple static and dynamic filters for the referred masterdata 
• 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:

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.

1. Click the Add Filter Configuration icon. The Filter Configuration window opens for the master record Automation Country Master.

 

2. Toggle On for the Is Mandatory field. 

3. Select Must Not from the Operator Type drop-down list. The Country Name String attribute must not contain the country West Indies.

4. Select Country Name String from the Attributes drop-down list. 
The Country Name String attribute displays the names of countries. 
5. Select the checkbox for the country. For example, the West Indies.

 

6. Click Apply to view the output on the right side of the filter.
7. Click Save. The Attribute updated successfully window opens.

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.

A Static filter is configured on the Masterdata record where Country Name String attribute must not contain the country West Indies.

To Configure Dynamic filters on Masterdata records:

1. Click the Add Filter Configuration icon. The Filter Configuration window opens for the master record Automation Country Master.

 
2. Toggle On for the Is Dynamic field. 
 

3. Select Must from the Operator Type drop-down list. 

4. Select Country Name String from the Contract Type Attribute drop-down list. 
5. Select Country Name from the Linked To drop-down list. 

6. Click Apply.
7. Click Save. The Attribute updated successfully window opens.

 

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.

A Dynamic filter is configured where Country Name String attribute value is dynamically linked to the attribute value of Country Name.

For more information about Static and Dynamic Filters at Agreement level, see Adding Static and Dynamic Filters'.

Defining IN operator when applying lookup filters 

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

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

Configurators can now: 

• Use the IN operator in the lookup filter attribute on agreement contract types.
• View the applied filter on the Attributes 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. 

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). 
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.
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.
Users can add attributes and configure lookups and filters while creating a new contract type or editing an existing contract Type.
 

To configure masterdata Lookups in agreement contract type: 

1. Click Configuration > Create Contract Type on the Home page. The Select Contract Type page opens.

2. Select Agreement and click Next. The Create Contract Type page opens.

3. Enter Contract Type Name. For example, Master Services Agreement. 

4. Click Next. The Attributes tab opens.

5. 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. Toggle the Is Lookup field to On. The Lookup section opens.

7.  Select a Contract Type for the attribute to look up to in a Select Contract Type field. For example, Automation Country Master.
8.  Select an attribute from the selected masterdata to look up to in a Select Attribute field. For example, Country Name String.

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 static lookup filters with IN operator: 

9. 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.

10. Toggle the Is Dynamic field to Off.

11. Toggle the Is Mandatory field to On if required. 

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

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

14. Enter values in a comma separated format in the field. For example, MPX, Reseller.

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

16. Close the window. The Attributes tab opens again. 

To configure dynamic lookup filters with IN operator:

17. 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.
18. Toggle the Is Dynamic field to On.
19. Toggle the Is Mandatory field On, if required.
20. Select IN from the Operator Type drop-down if you want to apply lookup filter on a multi-select choice/lookup type attribute.

21. Select the Contract Type Attribute from the current contract type. For example, Sale Type from Master Services Agreement.

22. Select Linked To attribute from the masterdata to set up the filter upon. For example, Region Sale Type.

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

23. Close the window. The Attributes tab opens again. 

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. 

24. Click Apply.

25. Close the window. The Attributes tab opens again.
26.Click Save. The Attribute will be saved.
27. Click Next. The Association tab opens.
28. Enter the details in the Association, Display Preference, and Team tabs and verify the entered details on the Verify tab.
29. Click Update and then publish and approve the Contract Type following standard ICI workflows. 

Using IN operator in filters during Agreement creation 

To add filters: 

1. Click the Agreement Management > Create Agreement on the Home page.  The Create Agreement page opens.

2. Select the Contract Type Name. For example, Master Services Agreement.
3. Select Type Of Paper. For example, Own.
4. Click Next. The Attributes tab opens.

5. Select the Sale Region. For example, US-W.
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. 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. Close the window. The Attributes page opens again.

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

10. 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  and lookup by applying different filters.

11. Close the window. The Attributes page opens again.
12. Click Next. The Select Template page opens.
13. Select the Template and click Next. The Verify page opens. 
14. Verify the details and click Create. The agreement is created. 

Editing Masterdata

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

To edit the Masterdata:

1. Click Configuration tile on My Dashboard. The Configuration page opens.
2. Click Masterdata tile. The Masterdata page opens. 
3. Click View  icon next to the Masterdata that you want to edit.The Masterdata Details page opens.
4. Click Edit. The Edit Masterdata page opens.
5. Edit the required information and click Update.

6. Click Deactivate on Masterdata Details page to deactivate the Masterdata. The deactivated Masterdata cannot be used for future transactions, though it remains searchable and visible in the Masterdata list.
When you click Update, the modifications will be saved.

Searching Masterdata

To search the masterdata:

1. Click Configuration tile on My Dashboard. The Configuration page opens.
2. Click Masterdata on Configurations page. The Masterdata page opens.
3. Under Search For, click Select Field list.
4. 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.
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.

You can enhance your search by using any of the following methods:

You can also view your saved search terms. In the More Searches box, select your saved search, and click the Add to Favorites icon to mark the search term as favorite.
You can find your marked favorites below the tiles.

Related Topics: Agreement Management |  Configuration