Objects define the kinds of information your workspace tracks. A record is one instance, such as a supplier or purchase order. Relationships connect records so you can follow the context behind a task.
Before you start
Available objects depend on workspace configuration and connected systems. You need access to the relevant records.
Choose the object that holds the business record before applying search or filters.
Read a record and its relationships
Open Records and choose an object from the workspace’s grouped navigation.
Open a record and review its attributes, such as identifiers, dates, quantities or ownership.
Follow its relationships to related records. For an order, inspect the supplier and relevant lines.
Use a list relationship for records that belong to a parent, such as order lines or bill-of-material components.
Compare the record with its source and linked work before deciding what needs to change.
Check the result
You can identify the record, its source values and its relationships. A similar display name alone is not enough to establish that two records represent the same business object.
Links and lists
A link connects independently existing records, such as a supplier and a company. A list contains records that belong to a parent, such as purchase order lines. Administrators configure these structures in Objects.
Relationships make it possible to ask which deliveries belong to an order, which items a supplier provides or which tasks concern a material.
Identifiers and source ownership
Use source identifiers as well as names when investigating duplicate-looking records. Check whether a field is manually maintained, calculated or populated by an integration before editing it.
If something does not look right
What you see | What to check |
A related record is missing | Check the relationship mapping and whether the target record has synced. |
Two records look identical | Compare their source identifiers and relationship context before merging or changing anything. |
Can objects have different names in my workspace?
Can objects have different names in my workspace?
Yes. Use your workspace’s object labels and configuration; examples in these guides describe common manufacturing data.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.