Common Code

Overview

Common Code – Business Overview

Common Code is a reference document used to standardize codes and values that are shared across different business transactions and external data exchanges in Dafater. It ensures that everyone—internal teams, partners, and third parties—uses the same meaning for the same code, reducing confusion and errors.

What Common Code Is Used For

In day-to-day business operations, Common Code acts as a central dictionary of standardized values. These values are commonly required when:

Exchanging data with external partners or service providers
Aligning internal records with industry or regulatory standards
Ensuring consistent interpretation of transaction details across departments

By maintaining these codes in one place, businesses avoid duplication, mismatches, and manual corrections.

Prerequisites / Setup Requirements

Before using Common Code, the following should be in place:

Clear agreement on which codes are required for your business or external exchanges
Defined ownership for maintaining and approving codes (for example, compliance, operations, or IT coordination teams)
Understanding of how these codes will be referenced in business documents and data exchanges

Once these basics are clarified, Common Code can be set up as a reliable master reference.

Typical Workflow and Business Fit

Code Definition
Business or compliance teams define a code along with its meaning and purpose.
Validation
The code is reviewed to ensure it matches business rules, partner requirements, or regulatory standards.
Activation and Use
Once approved, the code becomes available for use in relevant transactions and data exchanges.
Ongoing Maintenance
Codes are periodically reviewed to ensure they remain valid, updated, and aligned with current business needs.

This workflow helps ensure consistency and accuracy wherever standardized codes are required.

Key Business Scenarios Where Common Code Is Essential

Electronic data exchange with partners where predefined codes must be used
Regulatory or compliance reporting that requires standard identifiers
Cross-department coordination, ensuring finance, operations, and compliance interpret data the same way
Data quality management, reducing errors caused by free-text or inconsistent values

In these scenarios, Common Code becomes a critical control point for reliable operations.

Important Considerations for Users

Always use existing Common Code entries before creating new ones to avoid duplication
Ensure codes are clearly described so their meaning is easily understood
Regularly review codes to retire obsolete ones and update changing standards
Treat Common Code as a controlled business asset, not an ad-hoc list

When managed properly, Common Code supports smooth operations, accurate reporting, and reliable data exchange across Dafater.

Basic Information

Module: EDI
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
code_list	Code List	Link	✓	Code List	Reference code category this common code belongs to in Dafater
title	Title	Data	✓	-	Human-readable title for identifying the common code
common_code	Common Code	Data	✓	-	Unique business code used across Dafater records
description	Description	Small Text		-	Detailed business explanation of the common code purpose
additional_data	Additional Data	Code		-	Optional structured data supporting advanced business logic
applies_to	Applies To	Table		Dynamic Link	Defines Dafater documents or entities where this code applies

Child Tables

Applies To (Dynamic Link)

Field Name	Label	Type	Required	Options	Description
link_doctype	Link Document Type	Link	✓	DocType	Target Dafater document type to associate with this record
link_name	Link Name	Dynamic Link	✓	link_doctype	Specific record name from selected Dafater document type
link_title	Link Title	Read Only		-	Read-only title of the linked Dafater record

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Code List	Linked from	EDI
Code List	Links to	EDI