Archiving files like contracts or agreements on Customers and Vendors

For the CFO and CEO
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The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Sune Lohse, Chief Strategy Officer

How to archive files on customers and vendors with Master Data Information?

With Master Data Information, it’s possible to add Master Data and also files. So, I can attach files to all parameters that I control by the Master Data Information.

Transcription of video

So, for instance, files like contracts, frame agreements, on the vendor side, contracts on the customer side, contracts on the vendor side.

All those kinds of documents that is important for me on my vendors, on my customers, all documents I’d like to automatically send by mail to them but also on kind of important documents that we have signed.

It could be on the QC department in the other hand of the spectrum. So, every file that I’d like to attach or to archive is possible with Master Data, and this provides a lot of value especially for our CEO of course, because it’s a consistent system. So, it’s not different way I’m archiving files if I’m working in the manufacturing area or as a field service agent, or as a purchaser, or as a vendor. It’s the same structure for archiving data linked up to the main table, the basics table of Business Central.

So, the archiving functionality only requires that you have a shared site where the files are actually based, so in the system, it’s just URLs where you can open the files.

So, from a data security perspective, you only have to secure one side and you can have links to it all over your system.