---
title: "Manage Master Data Entities"
canonical: "https://hub.freewheel.tv/space/OS/114917420/Manage%20Master%20Data%20Entities"
format: markdown
---
Change the Validity Dates of a Master Data Record To change the  validity dates  of a master data record, do the following: Go to the appropriate master data page: Open the master data record by clicking its name link in the  Name / ID  column. If needed, go to the  Valid Dates  tab of the master data record. For  Valid From  and/or  Valid To , enter the desired validity date(s). Click  Save . Manage Client Records Add a Commission Record to a Client Commission records  can be created generally on the  Admin  >  Reference Data  >  Commissions  tab, or created directly within a Client record. To create a Commission record directly within a Client, do the following: Go to the  Admin  >  Entity Management  >  Clients  page. Open the Client record by clicking its name link in the  Name / ID  column. By default, the Client record opens on the  Details  tab. Go to the  Commissions  tab. Click  Create Commission . Follow the general steps for  creating a Commission record . Keep in mind that when creating a Commission record directly within a Client record, the values of the  Agency ,  Business Unit ,  Client Group  and  Client  fields are fixed and cannot be edited. Add a Passback Record to a Client A  Client Passback record defines t he decimal percentage of the vendor discount that is passed on to a Client. Only one Client Passback record can be valid for a Client at a time, meaning that if a Client has multiple Passback records, the validity dates of these Client Passback records cannot overlap. To create a Passback record for a Client, do the following: Go to the  Admin  >  Entity Management  >  Clients  page. Open the Client record by clicking its name link in the  Name / ID  column. By default, the Client record opens on the  Details  tab. Go to the  Passbacks  tab. Click  Create a New Passback Period  to open the  Create Record  widget. On the  Create Record  widget: Click  Create . Assign a Client Tax Category to a Client Once a client tax category has been assigned to a Client, the tax category cannot be removed. To assign a client tax category to a Client, do the following: Go to the  Admin  >  Entity Management  >  Clients  page. Open the Client record by clicking its name link in the  Name / ID  column. By default, the Client record opens on the  Details  tab. Go to the  Taxes  tab. On the  Taxes  tab, enter the following information: Click  Save . Manage Order Partner Records Add an Email Domain to an Order Partner When an order is sent to a in-system Order Partner, the contact assigned to the order receives an email notification that there is a new order in Vendor Inbox that they should take action on. Or, if the contact does not have a Vendor Inbox account yet, they receive an email inviting them to create a Vendor Inbox account. In order for the Order Partner contact to receive such emails, their email domain must be first added to the Order Partner record To add an email domain to an Order Partner record, do the following: Go to the  Admin  >  Entity Management  >  Order Partners  page. Open the Order Partner record by clicking its name link in the  Name / ID  column, In the Order Partner record, go to the  Email Domains  tab. On the  Email Domains  tab: For  Email Domains , enter the desired email domain, making sure to start the domain with the  @  symbol. Click the  Add  button. Click  Save . Manage Payee Records   Assign a Vendor Tax Category to a Payee Once a vendor tax category has been assigned to a Payee, the tax category cannot be removed. To assign a vendor tax category to a Payee, do the following: Go to the  Admin  >  Entity Management  >  Payees  page. Open the Payee record by clicking its name link in the  Name / ID  column. By default, the Payee record opens on the  Details  tab. Go to the  Taxes  tab. On the  Taxes  tab, enter the following information: Click  Save .