You manage master data in the source company. This is the company that owns and manages the master data. In this company, you edit, approve, release, and send the master data. The users who can manage the master data are the data stewards as defined in the source company.


Data steward (Source company) Data steward (Source company) Start Start Define master records Define master records For each master data entity, you can define which records are master records. To make a master data entity record a master record, subscribe it to a company. If a master data entity record has a subscription to a company, the record is defined as master data for that company. Procedure 1. Click Master data management - Setup. 2. Click the Master data entities tab. 3. In the list, find and select the desired master data entity. 4. To open the list of records for the selected master data entity, click Available records. Note: The fields that are shown, are defined in the Display fields section of the master data entity. You can use these fields to find and select the desired record. 5. In the list, find and select the desired record. 6. Click Add to master records. 7. On the dialog, in the list, select the desired companies 8. Click OK. Note: As a result, the selected companies are added to the subscriptions of the master data entity record. 9. Refresh the page. 10. Close the page. Notes As a data steward of the source company, you can also define master records directly from a D365 FO record page.For example, if you have defined a master data entity for the VendTable, on the vendors pages, you can define a vendor as master record. To do so, for example:Go to the All vendors page.Find and select the desired vendor.On the Action pane, on the Master data management tab, click Add to master records.On the dialog, in the list, select the desired companies.Click OK. Maintain master records

Maintain master records

A master record is a master data entity record that is subscribed to one or more companies. For these companies, the record serves as master data. You can send each new or changed master record to the defined companies.

Errors occurred  when the master  data was sent? Errors occurred  when the master  data was sent? Monitor master data errors Monitor master data errors As a data steward in the source company, you can monitor the errors that occurred when master data was sent to the target company. You can monitor master data errors on the Master data management - Operation workspace, on the Master data errors tab. This tab shows the same data as the Master data inbox in the target company. However, here only the master data records are shown for which an error occurred when sent. The error can for example be a data error, an error in the message, or an error in the message run. To investigate the master data error, you can follow the steps to: Monitor the master data inbox. Monitor the master data staging journal, if staging is applicable. End End Yes No

Activities

Name Responsible Description

Define master records

Data steward (Source company)

For each master data entity, you can define which records are master records. To make a master data entity record a master record, subscribe it to a company. If a master data entity record has a subscription to a company, the record is defined as master data for that company.

Maintain master records

Data steward (Source company)

A master record is a master data entity record that is subscribed to one or more companies. For these companies, the record serves as master data. You can send each new or changed master record to the defined companies.

Monitor master data errors

Data steward (Source company)

As a data steward in the source company, you can monitor the errors that occurred when master data was sent to the target company.

You can monitor master data errors on the Master data management - Operation workspace, on the Master data errors tab. This tab shows the same data as the Master data inbox in the target company. However, here only the master data records are shown for which an error occurred when sent.

The error can for example be a data error, an error in the message, or an error in the message run.

To investigate the master data error, you can follow the steps to:

  • Monitor the master data inbox.
  • Monitor the master data staging journal, if staging is applicable.

Maintain master records

Provide feedback