Master Records are key records in R365 that should only be made available to select members of your restaurant organization. Only Users with Full Access, Accounting Manager, or module-specific admin access can gain access to and manage Master Records. With that in mind, it is also important to note the following:
- Approved transactions cannot be deleted
- Anything linked to an approved transaction cannot be deleted
These records are broken up based on their module:
System-Wide
Location
Location POS Group
Legal Entity
User
Employee (Classic)
Employee (New)
POS Employee
Vendor
Vendor Group
Customer
Location Reporting Categories
Dayparts
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Accounting
GL Account
GL Type
Payment Terms
Vendors
Bank
Bank Account
Sales Items
Asset
Asset Class
Asset Categories
Paid Out Types
Fiscal Year
Budgets
Memorized Transactions
Allocation Templates
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Operations
Menu Items
Menu Item Categories
Recipe Item
Vendor Item
Purchased Item
Item Categories
Prep Stations
Memorized Prep Logs
Item Locations
Units of Measure
Daily Sales Summary (Classic)
Daily Sales Form (New)
Shopping Lists
Purchase Orders
Memorized AP Transactions
Inventory Templates
Transfer Templates
Waste Templates
Commissary Template (Classic)
Commissary Order Guides (New)
Commissary Catalogs (New)
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Scheduling
Job (Classic)
Job (New)
Job Responsibilities (Classic)
Job Responsibilities (New)
Announcement (Classic)
Announcement (New)
Event (Classic)
Event (New)
Blackout Day (Classic)
Blackout Day (New)
Site (Classic)
Site (New)
Department (Classic)
Department (New)
Break Rules (Classic)
Break Rules (New)
Overtime Rules (Classic)
Overtime Rules (New)
Minor Rules
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Manager Log
Log Categories (Classic)
Task List Setup (Classic)
Logbook (New)
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Franchising
Franchisee
Franchisee Location
Franchisee Reviews
Franchising Fees
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Catering
Catering Event
Catering Customers
Catering Contacts
Catering Menus
Catering Items
Catering Sites
Catering Rooms
Catering Categories
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