Master data services
Master data services provide methods for incorporating master data with Tungsten AP Essentials. Alternatively, you can import master data from Microsoft Excel. Master data is typically used to validate business information in the system. For example, when you verify an invoice, the Supplier list can be populated with suppliers from master data.
You use Tungsten AP Essentials Connect to upload master data to Tungsten AP Essentials.
There are two types of master data: pre-defined and generic. You use the pre-defined master data type for suppliers, customers, buyers, currencies, supplier banks and general-ledger accounts. You use generic master- data objects to define custom master data not covered by the pre-defined types
Master-data types
The master-data files that you upload using Tungsten AP Essentials Connect must be in XML format and they must conform to a schema.
| Example XML | Schema | Maximum count allowed | Maximum file size |
|---|---|---|---|
| Accounts (general ledger) | Accounts (general ledger) | 100,000 | 200 MB |
| Currencies | Currencies | 500 | 200 MB |
| Supplier banks | Supplier banks | 300,000 | 200 MB |
| Suppliers | Suppliers | 150,000 |
200 MB |
| Generic master-data objects | Generic master-data objects | 500,000
You can have up to 40 different generic master-data types, each with up to 500,000 objects. |
200 MB |
| Purchase orders * | Purchase orders | 200,000 Up to 200,000 purchase orders are allowed for each buyer or customer account. After the initial upload, you cannot add, update, or delete more than 5,000 purchase orders per upload. Each purchase order can have a maximum of 5,000 order lines. |
200 MB |
| Customers | Customers | 1,000,000 When uploading customer master data on the seller level, the total count from all sellers of the parent account cannot exceed 1,000,000. After the initial upload, you cannot add or update more than 2,000 customers per upload. An initial upload is performed when you upload customers:
Subsequent uploads, via the Synchronize button in AP Essentials Connect or the AddOrUpdateMasterDataCustomers API method, are limited to 2,000 customers per upload. |
200 MB |
API request payloads are also limited to 200 MB.
* Although purchase orders are not technically master data, the information is listed here for convenience.
Schemas for cost centers and field values have been deprecated. Please use generic master-data objects instead.
Max length of master data field values
The values of the master-data fields below cannot exceed the maximum length specified in this table:
| Field | Maximum length |
|---|---|
| Generic master-data objects | |
| Type name | 50 |
| Value | 150 |
| Name | 150 |
| Description | 200 |
| Currencies | |
| Code | 40 |
| Name | 100 |
| Accounts (general ledger) | |
| Code | 100 |
| Name | 220 |
| Group | 100 |
| Description | 500 |
| Suppliers | |
| Supplier number | 200 |
| Name | 400 |
| Description | 2000 |
| Organization number | 100 |
| Tax registration number | 200 |
| Tax code | 200 |
| Payment term | 300 |
| Payment method | 200 |
| Currency code | 50 |
| Location | 300 |
| Street | 500 |
| Postal code | 100 |
| City | 200 |
| State | 100 |
| Country name | 100 |
| Telephone number | 250 |
| Fax number | 250 |
| Supplier banks | |
| Bank name | 200 |
| Bank number type | 20 |
| Bank number | 50 |
| Account number type | 20 |
| Account number | 250 |
| Purchase orders | |
| Order number | 50 |
| Supplier number | 200 |
| Supplier name | 400 |
| Currency code | 40 |
| Contact name | 200 |
| Description | 1500 |
| Status text | 100 |
| RequisitionedBy | 254 |
| CreatedBy | 254 |
| Purchase orders lines | |
| Order line number | 40 |
| Article number | 1500 |
| Article description | 5000 |
| Supplier article number | 300 |
| Category number | 80 |
| Category description | 1500 |
| Unit | 50 |
| Status text | 100 |
| DeliveryNoteNumber | 50 |
| DeliveryDate1 | 8 |
| DeliveryDate2 | 8 |
| UniqueArticleNumber | 20 |
| Purchase order search query | |
| Sort field | 500 |
| Customers | |
| Customer number | 100 |
| Name | 100 |
| TaxRegistrationNumber | 30 |
| OrganizationNumber | 30 |
| Street | 100 |
| PostalCode | 20 |
| Country | 100 |
| City | 100 |
| State | 50 |
| TelephoneNumber | 30 |
| FaxNumber | 30 |