Work with data templates
After you import and apply the setup data to your database, you can start migrating the customer's existing master data, such as item and customer numbers and names. To make sure that this data is created quickly and accurately in the new company, you should use templates to structure the data.
A data template is something that contains default values for groups of customers, vendors, items.
For example, suppose that you are migrating customer data. You can group your customers by region, because all U.S. customers have the same country/region code. They probably also have the same posting groups and so on.
Instead of having to include the standard information for groups of customers, vendors, and items in Excel, you can create a data template for each region or for each customer group and include these values in your data template. You can also use a template to add dimensions.
Typically, you create data templates for the following master data tables:
Contact
Customer
Item
Vendor
When you import customer data, such as for items, from a file, the mandatory field data that you have specified is taken from the linked data template. When you create a new item, you only enter general information such as item name, description, and price and then collect the rest of the mandatory field data from a selected data template.
When you create a new master data record, such as a customer card, some fields are mandatory and must be filled in. You can group most mandatory fields, such as posting groups and payment terms, to make creating master data records easier and more stable. For example, you can group mandatory fields for table 18, Customer, as Domestic, Foreign, or Export types.
The following video will demonstrate how to work with data templates.