Associating custom master data definitions

Optional. If you have separate custom master data structures for header and detail information, you can associate these definitions to each other.

  1. Select Document > Custom Master Data.
  2. Click the Attributes hyperlink of the corresponding custom master data.
  3. Identify one or two attributes that will represent the custom master data:
    Note: The to-be value or the attribute or the combination of the two attributes must be unique because it will be displayed in the data entry page of the detail information.
    1. Select the attribute to display it in the Details form.
    2. Select the Reference Attribute check box.
      Note: The Reference Attribute field is used in associating a header custom master data to a detail custom master data.
    3. Click Save.
  4. Click Custom Master Data link.
  5. Select the custom master data that contains the detail attributes.
  6. Associate it to the master data containing the header attributes by performing these tasks:
    1. In the Details form, specify the name of the master data containing the header attributes by selecting it from the Parent list.

      The Parent field is used in associating a detail custom master data to a header custom master data.

    2. Click Save.