User Guide

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Adding Records Overview

To add records based on a business entity, use the

New

tab with the

Business Entity

option and select a business entity. For example, select

Supplier

business entity.

In the

New

window, if you see both the

Business Entity

option and

Subject Area

option, ask the MDM administrator which one to use. The

Business Entity

option opens an entity tab while the

Subject Area

option opens the

Data

tab.

The MDM administrator defines the business entities, including the data and structure. The administrator also designs the layout of the record view that opens when you create a record. Your application can have one or more record views.

You might see the following panels in your record view when you create a record:

Record Details panel: The main panel in the record view is the data entry form. Required fields are marked.
Similar Records panel: If the record view contains the Similar Records panel, as you enter data in required fields,
Supplier 360
generates a list of similar records for your review. Review the similar records before finishing the form. If you find the record already exists, you can edit the existing record instead of adding a new record. If you are uncertain whether a similar record is the same record that you want to add, continue adding the new record. If you add a duplicate record,
Supplier 360
can find and consolidate matching records for you.

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Table of Contents

User Guide

User Guide

Adding Records Overview

Adding Records Overview