Configure lookup codes
Set up the lookup-code namespaces in ClaimDS — the controlled lists (customer and material categories, org structures, tax categories and more) that keep your master data consistent.
Lookup codes are the controlled lists that keep your master data consistent. They're not glamorous, but they're what stops the same category from being spelled three different ways across your counterparties and materials — which is what keeps your reporting trustworthy.
Why they matter
Every classification in ClaimDS — a customer category, a material category, a tax category — draws on a lookup-code namespace. Controlled lists mean consistent values everywhere, so reports group cleanly instead of fragmenting across free-text variants.
Configure them
Follow the numbered steps below. Lookup codes underpin your counterparties and materials, so a clean set here pays off across all your master data.
Step-by-step
Open Settings → Master data config
Go to Settings and choose Master data config. This is where the lookup-code namespaces live — the controlled lists the rest of your master data draws on.
Pick the namespace to edit
Choose the code type you want to configure — for example a customer or material category, an organisational-structure code, or a tax category. Each namespace is its own controlled list.
Add or adjust the codes
Add the codes your business uses, or tidy up the existing ones. Keeping these lists clean means counterparties, materials and transactions all classify against the same controlled values.
Use consistent codes everywhere
Because master data references these namespaces, consistent codes here mean consistent classification across counterparties, materials and reporting — no free-text drift.
Save
Save your changes. The updated namespaces are immediately available wherever those codes are used.
Frequently asked
Why use lookup codes instead of free text?
Controlled lists keep classification consistent. Free text drifts — three spellings of the same category fragment your reporting; a lookup code keeps everyone on the same value.
What kinds of codes are there?
A range of namespaces — customer and vendor categories, material categories, organisational structures, tax categories and more — each a controlled list for a specific kind of classification.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.