U9 cloud Master Data Governance: Codes, Ownership and Effective Dates
Govern customers, suppliers, items, units and locations through common definitions, approval and quality measures.
Learning objective
Deliver an operable data dictionary, responsibility matrix, workflow and baseline.
Roles
Business owners, finance, IT, consultants and audit
Prerequisites
- Critical fields have definitions and owners.
- Invalid data meets approved thresholds.
- History still resolves old codes.
Completion checks
- Critical fields have definitions and owners.
- Invalid data meets approved thresholds.
- History still resolves old codes.
Common errors
- Encoding unstable meaning.
- Deleting referenced records.
- Making IT solely accountable.
Thailand project note
For Thailand, confirm multilingual data, THB and foreign currency, Asia/Bangkok time, segregation and retention; VAT, WHT, customs, BOI and statutory accounting require qualified Thai review.
Related modules
Steps
- 01
Select initial domains and identify systems of record and consumers.
- 02
Define meaning, format, mandatory status, uniqueness, languages and sensitivity.
- 03
Assign owners, stewards and approvers; separate critical request and approval.
- 04
Design create, change, deactivate, merge and restore flows with effective dates.
- 05
Resolve duplicates, invalid records and unit conflicts while retaining mappings.
- 06
Load samples and validate purchasing, sales, stock, production and finance references.
- 07
Monitor duplicates, completeness, overdue approval and unauthorised changes.
Implementation notes
- Critical fields have definitions and owners.
- Invalid data meets approved thresholds.
References
- U9 cloud 产品介绍 ↗用友 · Accessed: 2026-08-21 · Applicable version: 公开产品能力；实际配置以客户版本与蓝图为准