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Object documentationCustom Master Data Locate this document in the navigation structure

 

Custom master data can be created for custom spend analysis dimensions. It can be created to represent any kind of data. Custom master data is custom optional data.

Note Note

If you add custom master data, all localized resources containing the value being replaced (Custom1, Custom2, and so on) must be edited to reflect the new value. To do this, go to the Localized Resources page, enter "Custom1" (or the appropriate term) in the And Value Contains text box, and choose Show. Choose each localized resource found in the search and enter the new value in the Value Override field.

End of the note.

 

Creating Custom Master Data

  1. Choose Setup in the toolbar at the top of the page.

  2. On the Master Data tab, in the Master Data area, click Custom Master Data 1, 2, 3, or 4.

  3. On the Custom Master Data page, choose New.

  4. On the Creating: New Custom Master Data page, fill in the fields with information about the master data.

  5. Save your entries.

Changing Custom Master Data

  1. Choose Setup in the toolbar at the top of the page.

  2. On the Master Data tab, in the Master Data area, click Custom Master Data 1, 2, 3, or 4.

  3. On the Custom Master Data page, click the custom master data you want to edit.

  4. On the Displaying: Custom Master Data page, edit any fields.

  5. Save your entries.