Master Data
The Jakamo Master Data module is designed to collect, maintain and share your company's supplier-related information in one dedicated place.
The Jakamo Master Data module is available for your company for an additional cost. If the Master Data module is activated for your company, it is available for you in Jakamo on the left navigation bar on MASTER DATA between Dashboards and Network sections.
You can use Jakamo Master Data without having all of the suppliers connected with you in Jakamo. Jakamo Master Data module differs from other Jakamo applications in one significant way: it is possible to use master data with suppliers you have a relation with within Jakamo, but also suppliers who do not use Jakamo yet. This enables you to maintain a comprehensive record of your supplier base in Jakamo.
1. Companies in Master Data
The Master Data module provides a holistic view of your supplier base and individual supplier profiles. You can use default and customizable filters to search and categorize companies in your Master Data. You can also create customized filter groups to make it easier for you to find the information you need.
Each of your suppliers has their own supplier master data profile which includes information about that company. Typically, the supplier information is imported from your database and therefore supplier profiles are created automatically. Another way is to create a new supplier profile manually via the Jakamo user interface.
Jakamo Master Data's front page includes a list of all your suppliers' profiles.
1.2 Filters
It is possible to search companies from the database with default and customizable filters. You can utilize different default and customized filter possibilities to find, narrow, or categorize companies in your Master Data.
Default filters available
- Search: Find suppliers by their name or other fields included in this search. You can see the available search fields from the
iicon next to Search. - Group: Find suppliers belonging to the same group. The group consists of the parent company and its subsidiaries defined and connected by you in Groups.
- Responsible user: Find suppliers based on the Jakamo responsible user you have assigned to a certain supplier.
- Networked status: Find suppliers with whom you have also a relation within Jakamo. If the supplier has a
Networkedtag available in the companies list view, it means that the supplier can see the relational data you have gathered about them on their master data profile.
It is possible to define customized filters and filter groups, which will be available on the right side of the filter block on the Jakamo Master Data front page. See how to define customized filters and filter groups for your users to be used in Master Data.
2. Supplier's master data profile
Enter and view the supplier's master data profile by selecting the supplier from the companies list. The supplier profile consists of five different sections:
- Basic info (default)
- Users (default)
- Internal data (customizable)
- Relational data - updated by customer (customizable)
- Relational data - updated by the supplier (customizable)
We understand that every company has unique supplier-related information needs, so we do not have a default Master Data structure. Instead, you can create your template to define the information fields and types of information you want to collect from your suppliers. The information shown in customizable sections of Master Data is defined in Master Data Template.
2.1 Basic info
Basic info is the default section in Jakamo Master Data. Basic info consists of name, DUNS number, and Jakamo company information. In Jakamo company information is visible the Jakamo relation which is connected to this certain supplier master data profile. Information under the Basic info is available only for customers to see and update the information.
2.2 Users
Users are the default section in Jakamo Master Data. Users are dedicated to assigning customers responsible users for preferred suppliers, for example, supplier-responsible persons or supplier quality engineers. Users that can be added some users have a user account in Jakamo. Information under the Users is available only for customers to see and update information.
2.3 Internal data
Information under the Internal data section is available only for customers to see and update the information. Here company can have information about the supplier, but that information is not shared with the supplier.
For example, the information can be related to:
- Supplier basic information (name, vendor codes, invoicing details)
- Supplier strategies
- Supplier categorization
- Supplier classification
2.4 Relational data - updated by the customer
Information under the Relational data - updated by customer section is available for both customer and supplier to see, but only for the customer company to update the information.
For example, the information can be related to:
- Supplier basic information (e.g. address information)
- Sites this supplier is supplying to
- Product lines this supplier is supplying to
- Payment terms
- Delivery terms
- Ordered value or ordered amount monthly, annually
For example, the documents shared and collected in relational data can be related to:
- NDA
- Code of Conduct
- Quality Manual
- Financial statement
- Agreements or contracts (if not shared with supplier in Jakamo’ Contracts application)
- Audit documentation (if not shared with supplier in Jakamo’s Audits application)
See from the Master Data Template instructions how to create static or dynamic document fields.
2.5 Relational data - updated by the supplier
Information under the Relational data - updated by supplier section is available for customers and suppliers to see and update the information.
For example, the information can be related to:
- Supplier's contact person information
- Supplier site or headquartered information
- Information on supplier's products
- Information on supplier's manufacturing technologies
- Certificates or documents required from the supplier (ISO certificates, code of conduct, conflict mineral declaration, environmental assessments)
For example, the documents shared and collected in relational data can be related to:
- Certificates (e.g. ISO14001, ISO9001, ISO18001)
- Signed Code of Conduct
- Supplier’s Code of Conduct to customer
- Conflict Minerals Declaration
- Supplier’s environment policy, safety policy, equality (DEI) policy
- Supplier’s carbon footprint reports (or other GHG reports and calculations)
- Action plan to reduce the carbon footprint and other sustainability effects
See from the Master Data Template instructions how to create static or dynamic document fields.
3. Supplier's visibility to their master data
The supplier can view their master data profile and the information in the relational data sections you have shared with them in Jakamo. If you have connected your Jakamo relation with that supplier with your master data profile you have for that specific supplier, the supplier is Networked and therefore able to see the data you have available.
Suppliers can see if they have a master data profile available on any of their customers from their Jakamo account navigation bar NETWORK.
Suppliers can see all the data you have in Relational data - updated by customer and in Relational data - updated by supplier. The supplier can update the information you have in Relational data - updated by supplier.
4. Template
Jakamo does not have any default Master Data structure. Once the Master Data module is activated, there will be no content in it. The company has to define which kind of information it wanted to have in its Master Data and create a template according to the needs. This means that customers can freely customize the information they collect from their suppliers and what information is available also to partner companies.
The template is a functionality to build a structure for the company's supplier master data. Template structure defines the information fields and types of what kind of information is possible to add to certain fields. The template is a basis for each supplier profile and it guarantees that the profiles contain consistent information. See detailed instructions for establishing a template here.
5. Add new company
Typically, a new supplier profile is created with mass import from your database in the Jakamo rollout phase. Another way is to create a new supplier profile manually via the Jakamo user interface.
Create a new master data profile manually from the Master Data front page with the ADD NEW COMPANY functionality. The new master data profile opens with a pre-defined template made by you. Fill the template with the supplier information and save the profile by using the orange SAVE button on some of the sections.
Define and create preferred template to your Jakamo Master Data before adding any new companies to your Master Data. Without a template, you are not able to add any information despite the Basic info and User information.
6. Supplier-related information from external systems
With Jakamo Master Data, you can manage your supplier-base-related information and even enrich it with supplier-related data from external systems. We allow embedded BI reports or risk analysis information to be shown on the supplier's master data profile.
Many different external systems are already integrated into Jakamo Master Data. If you want to know more about integrations from external systems to collect supplier-related data and to show and share information in Jakamo Master Data, please contact Jakamo support.
Didn't you find what you were looking for? Send an email to Jakamo support (support@thejakamo.com) and we will help you.