Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Searchable Lookup Fields Overview
  9. Managing Record Versions
  10. Importing Bulk Data
  11. Reviewing a Supplier
  12. Reviewing Multiple Suppliers
  13. Managing Suppliers
  14. Broker Role for Supplier 360
  15. Communicating with Suppliers
  16. Investigating Relationships
  17. Creating Supplier Profiles on the Supplier Portal

Adding Record Versions

Adding Record Versions

You can add versions to existing parent and child records. When you add a version, you specify the effective period of the version and whether the data of the version must be copied from an existing version or created manually.
If the effective period of the new version overlaps with the effective period of existing versions, the effective period of the new version gets adjusted to avoid any overlaps with the existing versions.
For example, if you add a new version V2 that overlaps with V1, the system creates V2 and V3, and updates V1.
 The image shows that version v2 is split into v2 and v3 when versions v1 and v2 have an overlapping effective period.
  1. From the Search Results panel of the
    Search
    page, open the record that you want to view.
  2. Click
    More Actions
    and then select
    Add Version
    .
    The
    Select New Version Options
    dialog box appears.
  3. Configure the following values:
    • Effective Period. The time period during which the version must be valid.
    • Version Data. Indicates whether the new version must use record data from an existing version or create new record data.
    • Copy From. The effective period of the existing version that the new version must use for record data.
  4. Click
    Select
    .
  5. Click
    Submit
    .
  6. Add versions to a child record as required.
    1. Expand the child section.
    2. Expand a child record, and then click
      Add Version
      .
    3. Select the start and end dates of the version and add the details.
    4. Click
      Apply
      .
    5. Click
      Submit
      .

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