Types & Configuration
Several small lookup lists exist purely to classify the bigger records. They share the same shape, a name and an active flag, and the same rule: a value that's in use can't be deleted, only deactivated. Grouping them here keeps the master-data section focused on the records that matter most.
The lookup lists
| List | Classifies | Example values |
|---|---|---|
| Material types | Materials (required) | Raw, Packaging, Additive |
| product categories | Products (required) | Finished good, Sub-assembly |
| Customer types | Customers (required) | Retail, Distributor, Direct |
| Customer segments | Customers (optional) | VIP, New, Strategic |
| Order channels | Sales orders (required) | Web, Phone, EDI |
How they behave
- Name + active flag. Each value is just a name, listed alphabetically, and
isActiveretires it without breaking history. - Required vs. optional. Material, product, customer, and order-channel classifications are mandatory on their parent records; customer segment is optional.
- In-use protection. You can't remove a type while records still point at it. Reassign or deactivate first. Order channels additionally support being deactivated and later reactivated.
See also
Manage these lists through the REST API or the MCP server.