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Set up organization assignment for Data quality policy
Activity Flow

By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment.

You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.

Data quality administrator Data quality administrator Start Start Set up organization  assignment with data  quality hierarchy purpose? Set up organization  assignment with data  quality hierarchy purpose? Set up 'Data quality' organization hierarchy purpose Set up 'Data quality' organization hierarchy purpose You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose. Procedure 1. Click Data quality management. 2. Click Data quality hierarchy purposes. 3. Click Add. 4. On the dialog, in the list, find and select the desired organization hierarchy. 5. Click OK. 6. Close the page. Set up organization assignment for data quality policy Set up organization assignment for data quality policy By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment.To set up the organization assignment, you can use legal entities or organization hierarchies. Before you can use an organization hierarchy, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. Click Edit. 4. Click the Organization assignment tab. Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK. 5. In the Assign organizations field, select 'Assign specific organizations'. 6. Sub-task: Assign specific legal entities. 7. In the Select organization hierarchy field, select '(All legal entities)'. 8. In the list, find and select the desired legal entity. 9. Click + (Add). 10. Sub-task: Assign an organization using an organization hierarchy. 11. You can use an organization hierarchy to assign organizations to which the data quality policy version is applied. In the Select organization hierarchy field, enter or select the desired organization hierarchy. Note: You can only enter or select the organization hierarchies that are assigned to the 'Data quality' organization hierarchy purpose. 12. In the tree, select 'the desired organization'. Note: You can select any level in the organization hierarchy. 13. Add the selected organization with its children to the data quality policy version. The data quality policy version is applied to the added organization and the organizations beneath it in the organization hierarchy. Click Add with children. Note: - You can also add a single organization of the organization hierarchy to the data quality policy version. So, the data quality policy version is not applied to the organizations beneath the added organization in the organization hierarchy. To do so, click '+' (Add). - If added with children, from the line, you can view the full organization hierarchy, also showing the selected organization and its children. 14. Close the page. End End Yes No

Activities

Name Responsible Description

Set up 'Data quality' organization hierarchy purpose

Data quality administrator

 		You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.

Set up organization assignment for Data quality policy

Data quality administrator

 		By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment.
To set up the organization assignment, you can use legal entities or organization hierarchies. Before you can use an organization hierarchy, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.

Activities

Name Responsible Description

Set up 'Data quality' organization hierarchy purpose

Data quality administrator

 		You can apply a data quality policy version to (a part of) an organization hierarchy. Before you can do so, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.

Set up organization assignment for Data quality policy

Data quality administrator

 		By default, a data quality policy version is applied to all organizations as defined in the current D365 FO environment. If a data quality policy version must be applied only to specific organizations, set up the organization assignment.
To set up the organization assignment, you can use legal entities or organization hierarchies. Before you can use an organization hierarchy, assign the desired organization hierarchy to the 'Data quality' organization hierarchy purpose.
Related to Notes

Set up organization assignment

 		 

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