Creating Global/Local Inventory Records

The feature allows you to set up inventory records as master records and then create local versions (linked copies) of that master record. This creates a relationship between the master process and the local version to help with organization, maintenance, and easy comparison to identify variation that may exist across all local versions of a central process.

To set up a master record

  1. On the Data Mapping Automation menu, select Assets, Processing activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click the Context Menu icon for the record you wish to make the master record. The Context menu appears.

  3. Select Set up as master. The Create master record modal appears.


  4. Click the Create button.

To create local versions

  1. On the Data Mapping Automation menu, select Assets, Processing activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of a record from the list. The Inventory details screen appears.

  3. Go to the Local versions tab.
  4. Click the Add local versions button. The Create local version modal appears.

  5. Complete the fields. For more information see Create Local Version Screen Reference
    Note:

    Local versions must have either a different name or different managing organization than the master record.

  6. Click the Copy button.
Note:

You cannot delete a master record while local versions are still attached. You can archive master records and change master record statuses. Master record status will not impact the status of the local versions. To archive all versions, you can archive the records individually or change the inventory status in bulk.

For more information, see Adding, Editing, and Deleting Inventory Records.

Create Local Version Screen Reference



Field
Description
Asset / Processing activity / Entity / Vendor

Enter the name of the local version.

Managing organization

Select the organization.

Copy as local version

Enable to create a local copy of the master record.

Auto-update from master
Note:

This setting appears if the Local version override setting is enabled. For more info, see Enabling and Configuring Global/Local Inheritance Settings.

Enable to create a local version that inherits automatic updates from the master record.

Disable to create a local version that does not inherit automatic updates from the master record.

DORA attributes

DORA attributes are locked on local vendor records. You cannot edit these attributes or mark them for override at the local level. Their values always inherit from the master vendor record to maintain data integrity and consistency across the vendor hierarchy.

Copy related inventories

Enable to copy all of the current records for related inventories and data elements to the new copied record.

To create local versions from existing records

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of a record from the list. The Inventory details screen appears.

  3. Click the Context Menu icon in the header. The Context menu appears.

  4. Select Link to Master Record. The Link to master modal appears.

  5. In the Master record field, select the master record you want to link to the inventory.


  6. Click the Save button.

To remove a local version from a master record

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of a master record from the list. The Inventory details screen appears.

  3. Go to the Local versions tab.
  4. Hover over the row for a local version until the Context Menu icon appears.
  5. Click the Context Menu icon. The Context menu appears.


  6. Select Remove local version. A confirmation modal appears.
  7. Click the Confirm button.