FAQ: Master Data Load Sequence
The table below shows a generic master data load sequence.
Please contribute.
|
Master data |
Where used |
|
Finance data: chart of accounts, g/l accounts cost centres, profit centres, activity types, settlement, etc. |
Most master data objects |
|
Configuration data: ensure your system is configured correctly for your business processes |
Most master data objects |
|
Classes/characteristics |
Equipment, functional locations, work centres, materials, task lists, etc. |
|
Inspection characteristics |
Task lists, order operations |
|
Master Warranties |
Equipment |
|
Permits |
Equipment, functional locations, orders |
|
Partners |
Equipment, functional locations, orders, notifications |
|
Documents |
Equipment, functional locations |
|
HR masters |
Work Centres |
|
Work centres |
Equipment, functional locations, orders, notifications |
|
Materials |
Equipment, functional locations, orders, notifications, BOMs |
|
Functional locations |
Orders, notifications, Task Lists, BOMs, maintenance items |
|
Equipment (serial numbers) |
Orders, notifications, Task Lists, BOMs, maintenance items |
|
Measurement points |
Equipment, functional locations |
|
PRTs (equipment, material, etc.) |
|
|
BOMs |
Equipment, functional locations |
|
Task Lists |
Equipment, functional locations, orders |
|
Maintenance items/plans |
|
|
Maintenance plan schedule |
|
|
Historical orders (if required) |
|
|
Historical notifications (if required) |
|
|
Historical Measurement documents (if required) |
|
|
Services for Object Attachments |
Equipment, functional locations, orders, notifications, plans, task lists |
PeteA
Informative. Thanks for sharing 🙂
Very informative. Thank you Peter