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 (Classic)

Shopping Lists (New) 

Purchase Orders (Classic) 

Purchase Orders (New)

Memorized AP Transactions

Stock Count Templates (Classic)

Inventory Templates (New)

Transfer Templates (New)

Waste Templates (New)

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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