Edit or deactivate master data
Change a counterparty or material in ClaimDS — most fields edit freely, a few are fixed, and you deactivate rather than delete.
Master data changes — partners move, prices update, categories get tidied. ClaimDS makes editing easy while protecting the records that depend on what you change, so a routine edit never has surprising consequences.
Editable, fixed, and retired
Most fields edit freely and the change applies from now on. A small number — a material's code, a counterparty's type — are fixed once set, because they're the identity other records point at. And nothing is hard-deleted: you deactivate a record, and ClaimDS keeps it for history's sake.
Make the change
Follow the numbered steps below. For why none of this rewrites the past, see what changing master data affects; for the principle across the product, see how ClaimDS handles changes.
Step-by-step
Open the record
Go to Master Data and open the counterparty or material you want to change. Editing is straightforward — most fields can be updated whenever you need.
Edit the fields you need
Update names, addresses, GST details, categories, prices and the rest. The change is saved against the record and recorded in the audit trail. It applies going forward, not to past transactions.
Know the fields you can't change
A few identifiers are fixed once set, because other records depend on them — a material's code, and a counterparty's type (customer, vendor or both). If one of those is genuinely wrong, create a fresh record rather than trying to rename it.
Deactivate instead of deleting
To retire a record you no longer use, deactivate it rather than hard-deleting. ClaimDS keeps it (soft delete) so anything that referenced it stays intact, and removes it from the lists you pick from.
Trust the snapshots
You don't need to worry that editing or retiring a record will corrupt history. Past transactions keep their own frozen copy of the details, so changing or deactivating master data never rewrites what already happened.
Frequently asked
Can I change a material's code?
No — a material's code is fixed once the material is created, because transactions reference it. If it's wrong, create a new material with the correct code.
Can I delete a counterparty that's already been used?
You deactivate it rather than hard-deleting. Because past transactions keep a frozen snapshot of the partner's details, deactivating doesn't break any historical record.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.