Queries On Vendor Master

A master is created but not showing with the approver to approve?

saurabh
Sep 30, 20221 min read 27

Users need to check the approver name mapped with that master from the “Master Approval Mapping”. The approver name set in the “Master Approval Mapping” menu can be the approver of a master. Different approver names can be set for each master.

What are the validation/ instruction to enter data in product master data template for bulk upload/import of different masters?

Saurabh
Sep 30, 20222 min read 17

To enter data in the prescribed master data template for bulk import/ upload of master data, users have to follow the following steps/instructions:
1. At the time of master data template download two excel files will be get downloaded (if system/browser asks to allow multiple file download then provide excess/allowed), (i) one excel with instruction to enter the data (row no.2 of excel file) this file is only for instructions and will not be used for updated/uploaded the data, and (ii) the second file without instructions i.e. format of import. The without instruction excel file will be used to update and upload data (any prefilled sample data need to be deleted before saving the excel template).
2. In the downloaded excel template you will get the following column/fields: "Product Code*, Product Name*, Product Description, Unit Type*, Product Category etc."
3. Fields/columns marked as star (*) are compulsory to enter and other columns are optional. Users have the option to make some fields compulsory or optional and enable/ disable some files based on the company requirement from Company Setup Menu.
4. Please read instructions/field validations carefully (mentioned in row no. 2 of 1st downloaded excel instruction file) and enter valid details/data of all products in the respective columns in the 2nd excel template only (without the instruction file).
5. Enter data in the respective column/field and save the excel template (dummy/ prefilled data, if any, need to be deleted) for all the products, for which the user wants to upload in TYASuite.

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