Calculating Hierarchies based on the data from Master Data Information

Master Data in Hierarchies
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Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details 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 calculate hierarchies based on the master data information?

Once you have defined master data hierarchies for your master data, it’s possible to maintain them automatically and calculate the hierarchies automatically.

Transcription of video

Let’s see that from the item list. If I enter my specification and further into my item hierarchy, like this, I can see if I calculate my hierarchy for instance, from the top with items, I can see I have a Street bike and a Logical bike, a Logic bike with both Sports bike of seven gear Nexus.

So if I change one of the parameters meaning the bike type or the gear type, they will automatically move next time I update my item relations, which is a small feature up here in the corner.

So this updating functionality is actually calculating how the hierarchy is built by the automatically calculated items. I can work with both. So let’s note the Logic Sport bike, which is 1041 on my Nexus Seven gear bike. What we’ll do now is two things. First of all, we will take this Logic Sport bike and change some of the specifications just to see how it works.

So instead of having this being a Sport bike, my Item Number 1041 we’ll change it to be a City bike. And we also like to try to copy for instance, our Mountain bike 1020, just to see what happens when we create a new bike. So, I’ll take this one and copy it to item number 1022.

Just call it Mountain test, like this. And it follows the same parameters, of course, as the item bike and we can change those specifications.

Let’s say that it’s not a 20 gear bike, it’s a 21 gear bike for example, like this. So when I insert my hierarchy again, and of course it looks the same like when I lifted last time, so I need to refresh, or update my item relations, like this. Finally, I’ll need to refresh the view that I’m viewing in meaning the logical hierarchy with items and now my item 1041 disappeared from my Sport bike and came down here to my City bike.

As you can see, and my Mountain bike test is just automatically placed under my Mountain bike. So this way my specification on the items automatically updates in this hierarchy based on the parameters that I set on the item code.