Master Data Information

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What is Master Data Information?

The Master Data Information app is a powerful Business Central solution that enables you to structure, manage, and enrich all your master data in one centralized location without any customization or programming. Whether you're working with items, customers, vendors, or other master data records, this app provides a flexible and user-friendly way to add, organize, and utilize detailed product specifications, attributes, descriptions, and images across your entire business.

Dependencies and Related Apps

Required Apps

  • Abakion App Manager Core (Publisher: Abakion)

    • This core app provides the foundational framework that Master Data Information builds upon. It’s installed automatically when installing any Abakion app

Related Apps

  • Document Customizer (Publisher: Abakion)

    • Extends document layout and design capabilities for all Business Central reports and documents

    • Works closely with Master Data on Documents feature to control exactly how specifications and master data information appear on printed documents

    • Allows custom positioning, formatting, and styling of master data information on quotes, orders, invoices, and other documents

    • Enables creation of professional, branded documents that include rich product specifications, images, and extended text

    • When combined with MDI, you can create, specification-rich documents without any code or report development

  • Sales Configurator (Publisher: Abakion)

    • While not required, Sales Configurator extends Master Data Information with advanced product configuration capabilities for sales processes

    • Enables complex configuration rules, product bundling, and guided selling based on specifications

    • Uses Information Codes and Logical Dependencies from Master Data Information to drive the configuration experience

    • When both apps are installed, they work seamlessly together to provide end-to-end specification and configuration management

  • Document Handling (Publisher: Abakion)

    • Manages document attachments

    • Provides document versioning and distribution capabilities

    • Can work alongside master data images and extended text to create complete document packages

How They Work Together

The Abakion App Manager Core provides the base infrastructure for app management, licensing, and updates, while Master Data Information extends these capabilities specifically for managing detailed attribute data, specifications, and enriched content across all your Business Central master data records.

When Sales Configurator is also installed, it leverages the Information Codes, specifications, and Logical Dependencies defined in Master Data Information to enable sophisticated product configuration during the sales process. This creates a complete solution from specification management through to configured sales orders.

When Document Customizer is combined with Master Data Information, you gain complete control over how your specifications, extended text, and images appear on customer-facing documents. While MDI manages the content (what specifications to include), Document Customizer manages the presentation (where and how they appear on the printed page).

Summary

Master Data Information transforms how you manage product information, customer data, and other master records in Business Central. By centralizing all specifications, descriptions, images, and extended information in one place, it eliminates data silos, reduces errors, and makes it easy to enrich customer-facing documents. With features including attribute synchronization for AI-powered marketing text generation, the app's extensive feature set works together seamlessly to support workflows from initial product setup through sales, purchasing, manufacturing, and beyond.

The modular architecture means you can start with basic specification management and gradually adopt more advanced features like Specification Search, automated description generation, and attribute synchronization as your needs grow. Whether you're managing hundreds of product attributes, supporting multiple languages, need to track specification changes for compliance, or want to leverage Business Central's AI Marketing Text generator with your specifications, Master Data Information provides the flexible, powerful solution you need.

When combined with the Sales Configurator app, you gain an even more powerful solution for guided product configuration during the sales process, leveraging the Information Codes and Logical Dependencies you've defined to create a seamless experience from specification management through to configured sales orders.


Core Features

1. Information Code

Define reusable attribute templates (Information Codes) that can be applied across different master data types.

What it does:

  • Create standardized attributes like "Color," "Material," "Weight," "Certifications," etc.

  • Define the data type (text, number, date, option list, etc.) for each attribute

  • Set validation rules and default values

  • Apply the same attribute structure across items, customers, vendors, and other entities

Example: Create a "Material" information code once and use it for items, packaging information, and vendor specifications.

2. Master Data on Documents

Automatically include specifications and enriched information on sales and purchase documents.

What it does:

  • Add specification details to quotes, orders, and invoices

  • Create document templates that include specific Information Codes

  • Show customer-specific or vendor-specific information

  • Include images and extended text automatically

  • Customize which specifications appear on which document types

Works with:

  • Language and Extended Text - includes formatted descriptions

  • Image Handling - can include product images

  • Specification on Pages - shows specs on document lines

  • Document Customizer (related app) - provides advanced layout control for how specifications appear on printed documents

3. Specification on Pages

Display and edit specifications directly on cards, lists, and documents throughout Business Central.

What it does:

  • Add specification fields to any page

  • View specifications without opening separate pages

  • Edit specifications inline on lists and documents

  • Show different specifications based on context

  • Replicate specifications across related tables

This is the feature that makes specifications visible everywhere:

  • Item cards and lists

  • Sales and purchase documents

  • Production orders

  • Warehouse documents

  • Job cards

  • And many more

4. Language and Extended Text

Create multilingual descriptions and rich-text content for master data.

What it does:

  • Write extended descriptions in multiple languages

  • Use rich text formatting (bold, italic, lists, etc.)

  • Create different text versions for different purposes (sales, purchasing, internal)

  • Automatically show the correct language based on customer/vendor

  • Include extended text on documents

5. Merged Descriptions

Automatically generate combined descriptions from multiple specifications.

What it does:

  • Create description templates using placeholders for specifications

  • Automatically build product descriptions from attribute values

  • Generate descriptions in multiple languages

  • Update descriptions automatically when specifications change

  • Use for item descriptions, document text, or other purposes

Example template: "{Brand} {Model} - {Color}, {Size}, {Material}" Result: "Acme Pro 3000 - Blue, Large, Stainless Steel"

Related features:

  • Information Codes - provides the data for placeholders

  • Language and Extended Text - can combine with manually written text

Related to:

  • Master Data on Documents - automatically insert extended text on sales/purchase documents

  • Merged Descriptions - combine multiple text elements into cohesive descriptions

6. Import Worksheet

Bulk import and update master data and specifications from Excel or other data sources.

What it does:

  • Create reusable import templates

  • Map Excel columns to Information Codes and master data fields

  • Validate data before importing to prevent errors

  • Preview changes before committing

  • Import new records or update existing ones

  • Handle both standard fields and custom specifications

Related features:

  • Information Matrix - export current data to use as an import template

  • Master Data Template - use templates to set defaults for imported records

7. Information Matrix

Display and manage multiple specifications in a powerful, spreadsheet-like grid view.

What it does:

  • View specifications for multiple items/records simultaneously

  • Edit multiple specification values at once

  • Filter and sort to find specific information quickly

  • Export data to Excel for analysis

  • Bulk update specifications across multiple records

How it relates to other features:

  • Uses Information Codes as column headers

  • Works with Item Variants to show variant-specific specifications

  • Integrates with Order Matrix for sales order entry

Additional Features

8. Searching, Marking and Filtering

Advanced search capabilities to find records based on specifications.

What it does:

  • Search across all specifications, not just standard fields

  • Use multiple search criteria simultaneously

  • Save frequently used search filters

  • Mark records for bulk operations

  • Quick filters on specification values

Enhanced by:

  • Specification Search - dedicated specification-based search tool

  • Information Matrix - filter matrix views

  • Item Search - specialized item search functionality

9. Information Code Archive Entries

Maintain a historical record of all changes made to your information codes and specifications.

What it does:

  • Automatically track when specifications are created, modified, or deleted

  • View historical values and who made changes

  • Audit trail for compliance and quality assurance purposes

  • Restore previous values when needed

Use case: When a product specification changes due to regulatory updates, you can see the complete history and when the change was made.

10. Logical Dependencies

Define business rules and relationships between specifications.

What it does:

  • Create "if-then" rules between specifications

  • Automatically show/hide specifications based on other values

  • Validate that required specifications are completed

  • Ensure data consistency across related specifications

  • Set up exclusive selections (choosing one option prevents others)

Example: If "Material Type" = "Metal", then require "Corrosion Resistance" specification; if "Fabric", then require "Thread Count".

Works with:

  • Sales Configurator - enforces rules during product configuration

  • Specification Wizard - guides users through dependent specifications

11. Item Variants

Enhanced item variant management with specification support.

What it does:

  • Create and manage item variants based on dimensions (size, color, etc.)

  • Assign variant-specific specifications

  • Set up automatic variant creation rules

  • View and edit variant information in matrix format

  • Link variants to specific Information Codes

Integration:

  • Information Matrix - manage variant specifications in grid view

  • Order Matrix - quick order entry by variant

  • Specification on Pages - show variant specs on documents

12. Copy Master Data

Duplicate master data records along with all their specifications, descriptions, and settings.

What it does:

  • Copy items, customers, vendors, or other master data with one click

  • Include or exclude specifications, extended text, images, and other attributes

  • Create templates for commonly used configurations

  • Significantly reduce data entry time for similar products

Works with:

  • Information Codes - copies all specification values

  • Master Data Extended Text - copies formatted descriptions

  • Image Handling - optionally copies all associated images

  • Master Data Hierarchy - maintains parent-child relationships

13. Favorite Information in FactBox

Quick access to your most important specifications directly on master data cards.

What it does:

  • Pin frequently used specifications to a FactBox for instant visibility

  • Configure different favorites for different user roles

  • View key information without opening full specification lists

  • Update favorite specifications directly from the FactBox

Configuration: Set up in Master Data Information Setup which favorites appear for each master data type.

14. Image Handling

Centralized management of images and visual content for all master data.

What it does:

  • Attach multiple images to any master data record

  • Organize images with categories and descriptions

  • View images in a gallery format with zoom and slideshow capabilities

  • Store images locally or in external storage (Azure Blob Storage, SharePoint)

  • Link images to specific specifications or variants

Integration points:

  • Item Variants - assign variant-specific images

  • Master Data on Documents - include images on sales/purchase documents

  • Specification on Pages - display relevant images based on selected specifications

15. Order Matrix

Streamlined order entry for products with multiple variants and specifications.

What it does:

  • Enter sales orders using a matrix format

  • View item availability across variants

  • Select quantities for multiple item/variant combinations at once

  • Filter by specifications to find the right products quickly

  • Automatically create sales lines from matrix selections

Works closely with:

  • Information Matrix - similar interface for specification management

  • Item Variants - displays all variants in columns

  • Specification Search - filter the matrix by specifications

16. Master Data Hierarchy

Organize master data in parent-child relationships and groupings.

What it does:

  • Create product families and sub-families

  • Inherit specifications from parent records

  • Manage item substitutions and alternatives

  • Create fixed relationships between items

  • Build bill-of-materials structures with specifications

Integration points:

  • Copy Master Data - copy hierarchy structures

  • Information Matrix - view hierarchies in tree format

  • Specification Search - search within specific hierarchy branches

17. Pop-up Messages

Display important warnings, instructions, or information when working with master data.

What it does:

  • Show pop-up messages when opening specific records

  • Display based on specification values or conditions

  • Set message priority levels

  • Create user-specific or role-specific messages

  • Include messages on sales/purchase documents

Use cases: Safety warnings, handling instructions, regulatory notes, special pricing alerts

18. Special Order and Drop Shipment

Enhanced special order and drop shipment handling with specification transfer.

What it does:

  • Transfer specifications from sales to purchase documents

  • Maintain specification consistency through special order process

  • Show customer-required specifications to vendors

  • Track special order specifications on documents

  • Link special order items with their specifications

Integration:

  • Master Data on Documents - includes specs on both sales and purchase sides

  • Specification on Pages - displays relevant specs throughout the process

19. Specification Search

Powerful search tool to find items and master data based on specification criteria.

What it does:

  • Search using multiple specification criteria

  • Find items that match all or any of the criteria

  • See specification mismatches (nearly-matching items)

  • Save search templates for repeated use

  • Export search results

  • Create sales/purchase lines directly from search results

Related features:

  • Item Search - complementary search focused on text search

  • Order Matrix - can filter by specifications

  • Information Matrix - view full specs of search results

20. Attribute Synchronization

Synchronize Master Data Information Codes with standard Business Central Item Attributes to enable AI-powered features.

What it does:

  • Automatically sync your Information Codes to Business Central's standard Item Attributes

  • Enable the use of Business Central's AI-powered Marketing Text generator with your specifications

  • Keep standard attributes and MDI Information Codes in sync

  • Allow AI to generate compelling marketing descriptions based on your detailed specifications

  • Bridge the gap between MDI's powerful specification system and Business Central's native AI features

Primary use case: Use the standard Business Central AI Marketing Text generator to create marketing content based on the detailed specifications you've defined in Master Data Information. The AI can read your synced attributes (color, material, features, etc.) and generate professional marketing descriptions automatically.

How it works: When you enable synchronization for an Information Code, its values are automatically synchronized to corresponding Item Attributes. This makes your detailed specification data accessible to Business Central's AI features without duplicating your data entry efforts.


How Features Work Together

Common Workflows

Product Setup Workflow:

  1. Define Information Codes for your product attributes

  2. Set up Logical Dependencies between related specifications

  3. Create Master Data Hierarchy to organize product families

  4. Configure Favorite Information for quick access to key specs

  5. Enable Specification on Pages to show specs on item cards

Sales Process Workflow:

  1. Use Specification Search to find products matching customer requirements

  2. Master Data on Documents automatically adds specifications to quotes/orders

  3. Language and Extended Text provides descriptions in customer's language

Document Lifecycle Workflow:

  1. Create sales quote with Specification Search to find matching items

  2. Convert quote to order - specifications carry forward automatically

  3. Master Data on Documents ensures specs appear on order confirmation

  4. Create shipment - specifications sync to shipment documents

  5. Post invoice - historical specification values preserved

  6. Use Document Customizer (related app) to format specification presentation

Data Management Workflow:

  1. Create master data templates using Copy Master Data

  2. Import bulk data with Import Worksheet

  3. Track changes with Information Code Archive Entries

  4. Use Information Matrix for bulk specification updates

  5. Generate descriptions with Merged Descriptions

  6. Manage multilingual content with Language and Extended Text

Product Configuration Workflow:

  1. Define Logical Dependencies between specifications

  2. Use Specification Wizard for guided configuration

  3. Transfer configured specs to sales documents with Master Data on Documents


Getting Started

Initial Setup

  1. Install Master Data Information

  2. Access Master Data Information Setup to configure basic settings

  3. Define your first Information Codes for common attributes

Recommended First Steps

  1. Start with a few key Information Codes (don't try to define everything at once)

  2. Apply specifications to a small group of items

  3. Test Information Matrix to see how easy it is to manage specifications

  4. Configure Specification on Pages to show specifications on item cards

  5. Set up Favorite Information for your most important specifications

  6. Train users on Specification Search for finding items

Best Practices

  • Use consistent naming conventions for Information Codes

  • Leverage Copy Master Data to reduce repetitive data entry

  • Set up Logical Dependencies to maintain data quality

  • Use Master Data Archive Entries for audit compliance

  • Configure Pop-up Messages for important safety or regulatory information

  • Utilize Master Data on Documents to enrich customer communications

  • Enable Attribute Synchronization to leverage Business Central's AI Marketing Text generator for automated content creation


Support and Resources


Summary

Master Data Information transforms how you manage product information, customer data, and other master records in Business Central. By centralizing all specifications, descriptions, images, and extended information in one place, it eliminates data silos, reduces errors, and makes it easy to enrich customer-facing documents. With features including attribute synchronization for AI-powered marketing text generation, the app's extensive feature set works together seamlessly to support workflows from initial product setup through sales, purchasing, manufacturing, and beyond.

The modular architecture means you can start with basic specification management and gradually adopt more advanced features like Specification Search, automated description generation, and attribute synchronization as your needs grow. Whether you're managing hundreds of product attributes, supporting multiple languages, need to track specification changes for compliance, or want to leverage Business Central's AI Marketing Text generator with your specifications, Master Data Information provides the flexible, powerful solution you need.

When combined with the Sales Configurator app, you gain an even more powerful solution for guided product configuration during the sales process, leveraging the Information Codes and Logical Dependencies you've defined to create a seamless experience from specification management through to configured sales orders.