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Demo 3.1: Master Data Foundation & Enterprise Architecture

Functional Objective: Establishes the organizational hierarchy, administrative zone regions, regional distribution center hubs, multi-company fiscal ledgers, standard commodity groups, primary distribution center storage zones, and baseline institutional retail outlet outlets required across all downstream Domain workflows.


Master Data Hierarchy & Multi-Entity Creation Flow

Demonstrates creation of Administrative Zones, Regional Distribution Centers, Company & Fiscal Years, Chart of Accounts, UOMs, Commodity Groups, Warehouses, and Institutional Retail Outlets.


Step DocType Example Records Description
  • Region (Region): Zone-level operational hierarchy (Northern Administrative Zone, Western Zone).
  • Distribution Center (DistributionCenter): Regional Distribution Center provisioning and routing hub (Delhi Regional Distribution Center).
  • Company & Fiscal Year (Company, FiscalYear): Legal entity configuration with INR currency and Indian financial year (FY 2026-27).
  • Chart of Accounts (Account): Standard double-entry ledgers including Central Treasury Daily Remittance, Public Commercial Bank Operational Account, Trade Debtors, and Creditors.
  • Units of Measure (UOM): Standard measurement units (Nos, Box, CasePack24).
  • Item Groups (ItemGroup): Standard enterprise product groups (FMCG - Toiletries, Regulated Commodities, High-Value Assets - Vehicles).
  • Warehouses (Warehouse): Multi-rack bonded distribution center storage configurations.
  • Institutional Retail Outlets (Outlet): Institutional Retail Outlets (IRO-CRS Central Retail Store 01) linked to parent regional distribution centers.
  • Zones (Zone): Warehouse storage zones linked to the main warehouse (Zone A (High-Rack)).
  • Items (Item): Master product catalog entries (Tactical Helmet, Combat Rations).

πŸ—οΈ Technical Architecture & Dependency Mapping

Section titled β€œπŸ—οΈ Technical Architecture & Dependency Mapping”
graph TD
    Region["Administrative Zone Region"] --> DC["Regional Distribution Center"]
    DC --> Warehouse["Multi-Zone Distribution Center Warehouse"]
    DC --> Outlet["Institutional Retail Outlets (IRO)"]
    Company["Enterprise Legal Company"] --> COA["Chart of Accounts Ledgers"]
    Company --> Fiscal["Fiscal Financial Year"]
    ItemGroup["Commodity Item Groups"] --> Item["Product Catalog Master"]

Follow these steps in the running Business M instance to replicate the live walkthrough:

Step Entity Key Data Fields Business Rule Enforced
0-A Region region_code: NAZ, region_name: Northern Administrative Zone Unique zone identifier
0-B DistributionCenter depot_code: DRDC, depot_name: Delhi Regional Distribution Center Foreign-key linked to Region
0-C Company name: CastleCraft Enterprise Retail Corp, default_currency: INR Multi-company root configuration
0-D FiscalYear start_date: 2026-04-01, end_date: 2027-03-31 Indian fiscal year boundary validation
0-E Account Central Treasury Remittance, Public Commercial Bank, Debtors, Creditors Root & child ledger types
0-F UOM Nos (Base), Box, CasePack24 Conversion ratios and base UOM flags
0-G ItemGroup FMCG Consumer Pack, Regulated Supplies, High-Value Capital Goods 7-category commodity classification
0-H Supplier Apex Enterprise Supplies Ltd Master vendor record
0-I Sovereign Customer Western Zone Distribution Outlet Master beneficiary/buyer profile
0-J Warehouse WH-DRDC, Distribution Center: DRDC Physical stock balance root
0-K Outlet IRO-CRS, Central Retail Store 01 Active status & distribution center dependency
0-L Zone Zone A (High-Rack) Linked to Main Warehouse
0-M Item Tactical Helmet, Combat Rations Master product catalog entries