SAP Business One – Master Data Health Check: Building a Clean Core - April 2026
SAP Business One : Getting ready for V11
Clean, structured Item, BP and GL data: why it matters for analytics, migration, and integration.Date: 23 April 2026
Time: 2.00 - 3.30pm AEST
Clean and refine your core data for a smoother upgrade.
The 2026 User Group Training Series – “Getting Ready for Version 11” is designed to help SAP Business One customers prepare step by step, with focused, practical sessions spread across the year.
Each 1-hour session will dive into a key area of configuration or process design, so you can realise immediate improvements today while laying the groundwork for a smoother Version 11 upgrade.
Master Data Health Check – Your Foundation for Version 11
Build a cleaner, faster, more reliable SAP Business One system — ready for Version 11.
Master data problems are the #1 cause of reporting issues, incorrect MRP recommendations, costing discrepancies, slow performance, and user frustration. With SAP Business One Version 11 approaching, now is the ideal time to strengthen the core structures that determine the reliability and accuracy of your system.
This session takes a deep dive into the Item Master, Business Partner Master, and Chart of Accounts, showing you how to clean, rationalise, and standardise the master data that underpins every transaction and report in SAP Business One.
We look forward to seeing you at the session.
Agenda
Item Master Clean-Up & Standardisation
Assess the structure of your Item Master — including naming conventions, Item Groups, Properties, UoM, procurement methods, planning fields, costing alignment, and obsolete item detection — to build a cleaner, more reliable inventory foundation.
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Review naming conventions, Item Groups, Properties, UoM structures, procurement and planning methods
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Learn how to identify duplicates, obsolete items, and inconsistent data that affect costing, MRP, warehouse operations, and reporting.
Business Partner (BP) Data Quality Review
Identify and fix common BP issues such as duplicates, incorrect tax settings, inconsistent price lists, outdated contacts, wrong control accounts, and inactive customers or suppliers that disrupt reporting, finance, and operational workflows.
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Understand how BP issues — such as duplicates, incorrect tax settings, outdated contacts, inconsistent price lists, and wrong control accounts — impact AR/AP, CRM, reporting, and system reliability.
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Learn practical methods to detect and clean them.
Chart of Accounts & Financial Structure Alignment
Review GL naming, segmentation, hierarchy, and control account mappings to ensure accurate reporting, better audit readiness, and a stable financial foundation that supports Version 11.
- Assess your GL structure for consistency, simplicity, and reporting clarity.
- Validate control accounts, naming conventions, segmentation, and inactive accounts to ensure accurate financial statements and smoother V11 migration.
UDF, UDT & Numbering Series Governance
Streamline UDFs and UDTs, remove clutter, standardise naming, and audit your numbering series to improve data integrity, reduce upgrade risk, and ensure predictable document behaviour across the system.
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Review User Defined Fields and Tables to remove clutter, improve consistency, and reduce upgrade risk.
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Standardise your numbering series and ensure they support predictable, audit-ready document flows across all modules.
The Clean Core Method: Tools, Checks & Action Plan
Learn Cloud Factory’s structured 5-step clean-core approach: extract, analyse, categorise, test, and apply. Discover SAP and add-on tools that support clean-up activities, and leave with a practical action plan to prepare your system for Version 11.
- Learn the practical, repeatable process for master data clean-up — including extraction, analysis, categorisation, testing, and governance.
- Discover the SAP and third-party tools (Query Manager, DTW/DTC, B1UP) that support your clean-up efforts and strengthen your readiness for Version 11.
When is the event?
Who should attend this event?
System Administrators, Finance Managers, Inventory Controllers, Operations Leaders, Customer Service Teams, and Power Users responsible for maintaining or relying on Item, BP, or GL master data.
This session is ideal for anyone who needs clean, reliable, and well-structured data to support accurate reporting, stable operations, and a smooth transition to SAP Business One Version 11.
Will I be able to ask questions?
The online event is set in a webinar format. To avoid distractions and confusions during the event, all attendees will be on mute. However, you will be able to virtually put your hand up for questions or post the questions in the 'Questions' section and we will answer them at the end of the event!
Will I get a recording?
If you are unable to attend live, still register as we’ll send you the recording.