Note: | The Master Data Management and Data Loader are not intended for managing object types managed in an ERP system. |
In a Nutshell
The Master Data Management module includes several tabs used to create and manage specific data object types:
- Business Partners
- Contacts
- Equipment
- People
- Items
- Service Contracts
From there, you can create and update data object records.

A Closer Look
The Master Data Management module includes the following tabs to manage data used in the application:
Business Partners
The Business Partners tab is used to create and manage Business Partner records used throughout the Field Service application. Business Partner is a term commonly used in Enterprise Resource Planner (ERP) systems, and generally represents companies or customers.
Note: In order for a business partner logo to display, a website with a valid favicon must be included in the
Website
field.
Field | Description |
---|---|
General Info | |
Business Partner ID | The unique ID of the business partner. |
Name | The name of the business partner. |
Customer Type | Dropdown. Options include:
|
Group | The name of the group which the business partner belongs to. This must be a value which is also present in the BusinessPartnerGroup model. |
Price List | Specifies the pricelist assigned to this business partner. The pricelist is used during creation of sales orders, materials and other objects which allow to choose items to calculate the prices. |
Phone 1 | The primary phone number associated with the business partner. |
Phone 2 | The secondary phone number associated with the business partner. |
Fax | The fax machine number. |
The public email address associated with the business partner. | |
Website | The website address associated with the business partner.Note: If a favicon exists for the business partner website, it will then display in the application beside the business partner record. |
Address | |
Name | The name associated with the address (i.e. "shipping address" or "billing address"). |
Address | The address of the business partner. This can include the following:
|
User Defined Fields | |
This section will display any user-defined fields that were specified and uploaded using the Data Loader templates. | |
Notes | |
Remarks | Text entry. 3000 character limit. Any remarks associated with the business partner. |
Attachments | |
Drag and Drop Files Here | Here, you can drag and drop files from your local machine and upload them to the cloud. |
Unresolved Service Calls | |
[Unresolved Service Call Subject] | If applicable, the unresolved service call subject. |
[Unresolved Service Call ID] | The ID of the unresolved service call. |
[Unresolved Service Call Status] | The current status of the unresolved service call. |
Contacts
The Contacts tab is used to create and manage contact records used throughout the Field Service application. Contact is a term commonly used in Enterprise Resource Planner (ERP) systems, and generally represents the employees of a given Business Partner.
Field | Description |
---|---|
Basic Info | |
Title | If applicable, the title of address of the contact (example: Mr., Mrs., Dr., etc.). |
Gender | The gender of the contact. Options include:
|
Work | |
Position | The position of the contact. |
Profession | The profession of the contact. |
User Defined Fields | |
In this section, any user defined fields associated with the contact record will be displayed. | |
Contact | |
Office Phone | The office phone number associated with the contact. |
Mobile Phone | The mobile phone number associated with the contact. |
Fax | The fax machine number associated with the contact. |
The email address associated with the contact. | |
Skype | The Skype ID of the contact. |
Notes | |
Remarks | Text entry. 3000 character limit. Any remarks associated with the business partner. |
Person
The People tab is used to create and manage person records used throughought the Field Service application. The Person generally represents the employees, users or sales employees of your company.
Note: When a valid picture has been uploaded in the Personal Info section, it will display beside the employee in the Planning Board located in the Planning & Dispatching app.
Field | Description |
---|---|
Basic Info | |
Person ID | The unique ID of the Person (employee). |
Active Employee | Slide indicator. When active, indicates that the Person is an active employee. |
Last Name | Required. The last name of the employee. |
First Name | The first name of the employee. |
Employee Type | Required. The employee type. Options include:
|
Position | The position of the employee. |
Department | The department to which the employee is assigned. |
Manager | The manager to which the employee reports. |
Start Date | Calendar picker. The date on which the employee started employement. |
External Resource | Slider. Indicates that the employee is an external resource. |
Plannable Resource | Slider. Required. Indicates that the employee is available to receive assignments in the application. When active, the employee record will be displayed in the Planning Board of the Planning & Dispatching app. |
Max Distance Radius | Here you can enter the maximum service distance radius a technician can respond to (example: 25 KM/miles). This means that the technician can only be assigned to service calls and activities that fall within the set radius. Note:The unit of measure is based on the localization. For example, US users will automatically see miles as the unit of measure instead of kilometers. |
Personal Info | |
Picture | Drag and Drop attachment picker. The picture of the employee. This picture will display in the Planning Board of the Planning & Dispatching app beside the employee's name. The max size is 1MB, and JPG TIF, PNG, and GIF formats are supported. |
Address | |
Name | The name associated with the address (i.e. "shipping address" or "billing address"). |
Address | The address of the business partner. This can include the following:
|
User Defined Fields | |
In this section, any user defined fields associated with the contact record will be displayed. | |
Notes | |
Remarks | Text entry. 3000 character limit. Any remarks associated with the business partner. |
Permission Groups | |
Permission Group | The permission group with which the person is associated (example: service technician). Permissions and permission groups are managed and created in Admin > </strong>Companies</strong> > User Groups. Note: In order to view and manage permission group settings, you must be assigned a Super User role. |
Contact Info | |
Office Phone | The office phone number associated with the employee. |
Home Phone | The office phone number associated with the employee. |
Mobile Phone | The mobile phone number associated with the employee. |
Skype | The Skype ID of the employee. |
Fax | The fax machine number associated with the employee. |
Pager | The pager number associated with the employee. |
The email address associated with the employee. | |
Attachments | |
Here, you can select files from your local machine and upload them to the cloud. |
Equipment
The Equipment tab is used to create and manage equipment records used throughought the Field Service application. Equipment is a specific item or machine installed on customer side with a certain address and serial number.
Field | Description |
---|---|
General Info | |
Item ID | The unique ID of the Equipment generated by the application. |
External ID | If applicable, the unique ID of the Equipment used by an external system. |
Picture | Drag and drop/attach file. A picture of the equipment. |
Active | Slider indicator. Indicates that the equipment record is active, i.e. in use. |
Name | The name of the equipment. |
Serial No. | The serial number associated with the equipment. |
Manufacturer Serial Number | If applicable, the manufacturer serial number. |
Status | The current status of the equipment. Options include:
|
Equipment Type | The type used to categorize the equipment. This can be used as a filter to search for equipment records that share an Equipment Type . |
Parent | If the equipment is a component or part of a kit, the parent equipment. |
Item Name | The name of the item. |
Item Code | Read only. The code associated with the item. This code is generatd automatically by the application. |
Notes | If applicable, notes associated with the equipment record. |
Attachments | |
Here, you can select files from your local machine and upload them to the cloud. | |
User Defined Fields | |
In this section, any user defined fields associated with the contact record will be displayed. | |
Business Partner | |
Business Partner | Required. The name of the business partner associated with the equipment. |
Contact | The contact associated with the equipment business partner. |
Location | |
Copy from business partner | Checkbox. If selected, the application will import data from the business partner selected in the Business Partner above. |
Location Type | The type of location associated with the equipment. Options include Address or Coordinates. If coordinates are selected, you can then input the coordinates of the equipment and select save. |
Address Name | The name or entity to which mail is addressed. |
Address Type | The type of address associated with the equipment. Options include:
|
Address |
Note: Geocoordinates can also be used for equipment where no fixed address exists. The address of the equipment. This can include the following:
|
Skills | |
Skills | Here you will see any skills that have been associated with the item. Additionally, you can add or create skills by selecting the + icon. |
Unresolved Service Calls | |
[Unresolved Service Call Subject] | If applicable, the unresolved service call subject. |
[Unresolved Service Call ID] | The ID of the unresolved service call. |
[Unresolved Service Call Status] | The current status of the unresolved service call. |
Items
The Item tab is used to create and manage item/article records used throughought the Field Service application.
Field | Description |
---|---|
General Info | |
Item ID | Read-only. The unique ID of the Item . This ID is generated automatically by the application. |
External ID | Read-only. If applicable, the unique ID of the Item generated by an external system. |
Name | Required. The name of the item. |
Picture | Drag and drop. Here you can select a picture of the item from your computer to associate with the item record. When selected, it will display next to the item record. |
Active | Indicator. If selected, it indicates that the item is active (i.e. in stock, in use, etc.). |
Group | If applicable, the group associated with the item. |
Item Type | Dropdown. The type associated with the item. Options include:
|
Unit of Measure | The unit of measure associated with the item (example: liters). |
Ordinal | Number entry field. If applicable, the numerical ordinal rank or sequence of the item. |
Vendor | Filterable list of values. The vendor associated with the item. Here you can select a vendor from business partner-vendor records to associate with the item. |
Stock | |
Warehouse | A list of all available warehouses associated with the item. |
Committed | The number of items currently committed to a given warehouse |
Stock | The number of items in stock in a given warehouse. |
Ordered | The number of items currently included in a pending order. |
Price Lists | |
Price List | If applicable, the price list associated with the item. Price List data can be uploaded using the Data Loader. |
Amount | The unit price of the item. |
Currency | The currency associated with the unit price. |
Item Type | |
Inventory item? | Indicates that the item is part of an inventory. |
Purchase item? | Indicates that the item is purchased from a vendor. |
Sales item? | Indicates that the item is sold to customers. |
Serial No. item? | Indicates that the item has a serial number associated with it. |
Batch-managed item? | Indicates that the item's production is managed using lots or batches. |
Serial no.-managed item? | Indicates that the item's production is managed using serial numbers. |
User Defined Fields | |
In this section, any user defined fields associated with the contact record will be displayed. | |
Attachments | |
Drag and Drop Files Here | Here, you can select files associated with the item to upload. |
Skills | |
Skills | Here you will see any skills that have been associated with the item. Additionally, you can add or create skills by selecting the + icon. |
Service Contracts
Note: The visible checkbox on theService Contract
business object advanced permissions must be enabled in order to view, create, update, and/or delete service contract records.
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The Service Contracts tab is used to create and manage service contracts associated with a given Business Partner. Service contracts can be either recurring or non-recurring,
Field | Description | |
---|---|---|
General Info | ||
Code | Required. The unique code associaed with the service contract. This value may be communicated from an ERP or entered manually. | |
Status | Dropdown. Options include active (the service contract is currently still in use) and inactive (the service contract is no longer in use, but retained for record-keeping purposes). |
|
Name | Required. The name of the service contract. This name will display in the Service Contracts tab. | |
Type | Dropdown. Options include: Maintenance and Warranty . |
|
Start Date | Required. The date on which the service contract went into effect. | |
Completeion Date | The completion date of the service contract. | |
Termination Date | If non-recurring, the final date of the service contract. | |
Business Partner | ||
Business Partner | Required. The business partner associated with the service contract. | |
Contact | The contact associated with the business partner. | |
Recurrence | ||
Recurrence Start Date | Date picker. Select the day of the month for which the recurrence billing period begins. | |
Recurrence End Date | Date picker. Selct the day of the month for which the recurrence billing period ends. | |
Frequency | Options include: daily, weekly, monthly, annualy. | |
Service Level Agreement Info | ||
Response Time | The time in hours:minutes:seconds to respond to the business partner, such as in responding to an issue or request. | |
Resolution Time | The time in hours:minutes:seconds to resolve the issue or request. | |
Equipment | ||
Serial Number | The serial number associated with the equipment in the service contract. | |
Service Start | The beginning date and time of the equipment service. | |
Service End | The end date and time of the equipment service. | |
Decommissioned | If applicable, indicates that the equipment has been decomissioned and is no longer in use. | |
Chargeable Items | ||
Related Service Calls | ||
Service Call | If there are service call/s related to the service contract, they will display here. By clicking on the service call record, the application will redirect to the Service Call view. Applicable service contracts are selected when creating a service call in the Workforce Management app. | |
Effort | Indicates that time effort is included in the service contract. | |
Material | Indicates that material (such as replacement parts, etc) is included in the service contract. | |
Expense | Indicates that expenses are included in the service contract. | |
Mileage included | Indicates that mileage used in course of a service response or issue is included in the service contract. | |
Notes | ||
Remarks | 3000 character limit. Any additional remarks associated with the service contract. |
Filters
One or more filters can be applied and and then saved for supported data objects. These saved filters can then be accessed from the Select Filter
dropdown list.
For information on filters, refer to the following topic.
Available Actions
Edit Existing Record
Note: | In order to edit an existing record, you have UPDATE permissions for the respective data object type. |

- Navigate to the type of data object that you would like to edit (example: business partner).
- Search for the record you would like to edit.
- When you have located the record, select the edit option.
- Make the necessary changes
- When complete, click the Save button.
Add/Create Skill
Skills can be added or created for both Items and Equipment. Skills represent additional requirements associated with Items and Equipment, such as training, certifications, visas, language skills, etc.
Skills records power the Best Matching Technician feature, which enables dispatchers to view the matching and missing skills for service calls and available technicians for improved service call outcomes.
Add Skill from Item/Equipment Record
- Select a record from the Items or Equipment tabs of the Master Data Management module.
- Select the
+
icon. The applciation will display all available skills:
- Select all previously-created skills you would like to associate with the Item or Equipment record:
- When complete, click the
Add
button.
The skills will now be associated with the Item/Equipment record.
Create Skill from Item/Equipment Record
- Select a record from the Items or Equipment tabs of the Master Data Management module.
- Select the
+
icon. The applciation will display all available skills:
- Select the
Create Skill
option.
The application will display a new window with the following information:
Field | Description |
---|---|
Skill Name | Required. The name of the skill. |
Skill Description | Recommended. A description of the skill. |
- Enter a name and description and, when complete, click the
Save
option. After the new skill has been saved, it will be automatically selected. - Click the
Add
button.
The new skill will now be associated with the Item/Equipment record.
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