Adding Master Configurations

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
 SummitAI Procurement
Procurement


What are Master Types?

The Master types are elements or entities that are identified as most commonly used keywords in the Procurement module of the SUMMIT application. You can configure a set of values for the commonly used elements (Master types) across the Procurement module

To add Master Configuration:

  1. Select Procurement > Configuration > Master Configuration.
  2. On the MASTER CONFIGURATION page, on the ACTIONS panel, click ADD NEW.
  3. On the MASTER CONFIGURATION page, fill in the details, and then click SUBMIT. For more information about the fields on the MASTER CONFIGURATION page, see Field Description.

    MASTER CONFIGURATION page
    Figure: MASTER CONFIGURATION page

Field Description

The following table describes the fields on the MASTER CONFIGURATION page:

Field

Description

Tenant

Select the Tenant from the drop-down list for which you want to configure the Lookup value.

Master Type

Select the Master Type from the drop-down list for which you want to configure the Lookup value.
Note: You cannot configure new Lookup values than that are already specified for the Currency Master Type.

Lookup Value

Specify a Lookup Value for the Master Type. The configured Lookup Values for each Master Type are displayed on the MASTER CONFIGURATION list page.

Lookup Description

Specify a description for the Lookup Value that you specified.

Parent Type

The field is displayed if you select City, State, STPI Unit or Sub Cost Center in the Master Type drop-down list. Select the Parent Type of the Lookup Value that you specified. Example: If the Lookup Value is a City (Bangalore), the Parent Type can be a State (Karnataka) to which the City (Bangalore) belongs.

Active

If selected, the Master Configuration becomes active.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the MASTER CONFIGURATION page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the Lookup values configured for the Master Types in Procurement module.

MASTER CONFIGURATION page - LIST table
Figure: MASTER CONFIGURATION page - LIST table

  • To edit Lookup Values and Lookup Descriptions for a Master Type, click the respective SL. No. hyperlink. Make appropriate changes and click SUBMIT.

    Note:

    You cannot edit the Lookup Values and Lookup Descriptions for the Currency Master Type. You can only activate or deactivate the configured Lookup Value.

  • To display the inactive common master values, click the Include Inactive Records check box.

    Note:

    When the common master values are displayed in the LIST table, the ADD, EXPORT TO EXCEL and EXPORT ALL actions are displayed on the ACTIONS panel.

    • Click ADD to add a new Lookup Value for a Master Type.
    • Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.
    • Click EXPORT ALL to export all the records to a Microsoft Excel sheet.

Filters

Click Filters to specify a filter criteria to view a particular set of Master Configurations.

FILTERS pop-up page
Figure: FILTERS pop-up page