Create master data and master data folders

Customize FACTON

You can set mandatory and ID columns in the system for each category.

The first-level folders in Data Administration comprise all of the master data categories defined in FACTON. Each category has specific properties and follows its own calculation logic. You can create new master data and set characteristics under all of the categories and group them into folders.

Note for the sake of explicitness

To avoid duplicate entries, all data records in all Data Administration categories are checked for consistency by the time of their creation and saving.

With administrator rights, you can define the behavior in case of inconsistencies in the System settings (Data Administration).

Create Master Data Folder

Create folders directly in the Data Administration.

Create folder

  1. Right-click on the category/group <Master data> ► New ► <Group>.

    A new group is created under the selected category.

  2. Enter a "Name".
  3. Enter an <ID number>.
  4. Click Apply.

    The data are saved in Data Administration.

Create a folder via assignments dialogs in Data Administration.

Assignment dialog
Purchased and Standard Part Assignment Dialog
Material Properties dialog
Process Assignment dialog
Cost Center Assignment dialog
Machine Assignment dialog
Employee Assignment dialog
Resource Assignment dialog

Create folders via the assignment dialog

  • You are in an assignment dialog.
  1. In the structure tree to the left, right-click on a <group> ► New Folder.

    Alternative: Press CTRL+O.Closed See Keyboard shortcuts

    The respective category opens in the "Data Administration" dialog and a new folder is created.

  2. Enter a "Name".
  3. Enter an <ID number>.
  4. Create elements and further properties.
  5. Click Apply.

    The data are saved in Data Administration.

  6. Confirm your entries with OK.

    The newly created folders and elements appear in the assignment dialog and can be added.

Create Master Data

Create master data directly in the Data Administration.

Create Master Data

  1. Right-click on the category/group <Master data> ► New ► <Element>.

    A new element is created under the selected category/group.

    Alternative: Press CTRL+N.Closed See Keyboard shortcuts

  2. Enter a "Name".
  3. Enter an <ID number>.
  4. Click Apply.

    The data are saved in Data Administration.

Create master data in Data Administration via assignment dialogs

Assignment dialog
Purchased and Standard Part Assignment Dialog
Material Properties dialog
Process Assignment dialog
Cost Center Assignment dialog
Machine Assignment dialog
Employee Assignment dialog
Resource Assignment dialog

Create master data via the assignment dialog

  • You are in an assignment dialog.
  1. In the structure tree to the left, right-click on a <group> ► New Item.

    Alternative: Press CTRL+N.Closed See Keyboard shortcuts

    The respective category opens in the "Data Administration" dialog and a new item is created.

  2. Enter a "Name".
  3. Enter an <ID number>.
  4. Edit further properties for the element.
  5. Click Apply.

    The data are saved in Data Administration.

  6. Confirm your entries with OK.

    The newly created elements appear in the assignment dialog and can be added.