Data Entry via Pax Server

There are different ways to maintain master data for an object, and the best option depends on your specific use case. If you want to update data for a single object, it is recommended to enter the data directly on the PAX Server. However, if you need to upload data for multiple objects at once, it is better to use the Excel upload functionality.

Recommendation:

If you need to maintain more than 20 data sets at the same time, it is recommended to use the Excel upload functionality.

Steps to Add a Data Record:

1. Open the Data Editor by navigating to "View/Edit Data" in the menu.
2. Click the gray "+" icon to open a new data entry form.
3. Fill in all required fields with the necessary data.
4. Click "OK" to save your changes.

There are several data entry methods for maintaining data:

• Free text fields to enter text or numbers.
• Drop-down values for general information, which you can select from a predefined list.
• Custom drop-down fields for values that you can create and select from.

Custom Drop-Down Fields

If you're starting fresh with your data entry on PaX or need to create a new value for a custom drop-down field, click the gray “+” icon next to the data field. A new dialog will open, allowing you to create your custom drop-down value. Once the new value is created, close the dialog. You can now select your entry from the drop-down menu.

Attention:

• If you enter a new set of master data for an object that already exists in your DMIx Company Account, make sure the name matches exactly with the object’s name in the account. This ensures the initial link between the master data and the object is set.
• If you are updating a data record where a CustomerID (Foreign Key) has already been set as a permanent link, please double-check that the CustomerID is correct before saving your data.