Working with Shared Master Data and Mapping
Shared master data, such as country codes, units of measurement, or industry classifications, requires strict standardization. To integrate systems that maintain their own internal codes, use cross-reference tables. This allows you to link a local identifier from System A with a global code in System B without modifying the source code of your applications.
Handling retired values
Pay special attention to "retired" values. Avoid physical deletion of records, as this will compromise the integrity of historical reporting. Use an IsActive attribute or a ValidToDate field. Once the expiration date is reached, the value should automatically be hidden from user selection while remaining available for historical period analytics.
Synchronization and Control
Errors in code mapping are the most frequent cause of data exchange failures between ERP and other systems. Implement automated integrity checks: if a system receives a code that does not exist in the master file, the exchange process must stop, and an automated alert should be sent to the administrator.
- Conduct regular audits of inactive records in master files.
- Identify a single source of truth for industry-standard classifications.
- Ensure version control for master data to track value changes over time.
Checklist: Review your master files for entries marked as "archived" or "deleted." Ensure that no integration is attempting to use legacy codes in new transactions.
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