1. To-Increase Dynamics 365 for Finance & Operations
  2. Master data management studio
  3. Working with MDM studio - Source company

Manage master record change requests

In the target company, a change request can be created for a master data record. As a data steward of the source company, you can manage master record change requests in the source company.


Data steward (Source company) Data steward (Source company) Start Start Monitor change requests Monitor change requests In the target company, a change request can be created for a master data record.As a data steward of the source company, monitor the master record change requests in the source company.You can start a discussion with the user who created the change request in the target company.When the required changes are clear and agreed upon, as a next action, you can start making the changes. Procedure 1. Click Master data management - Operation. 2. Click the All change requests tab. 3. In the list, find and select the desired record. 4. Click Edit. 5. Sub-task: Filter the change requests. 6. Select an option in the Only assigned to me field. 7. In the Status field, select an option. 8. In the Period field, select an option. 9. Sub-task: View and discuss change request. 10. On the Master record change requests section, in the list, find and select the desired record. 11. Expand the Discussion section. 12. In the 'Your notes' text box, type your question or response. 13. Click Save. Note: - As a result, the description, as entered in the 'Your notes' text box, is added to the Discussion section. - Each time you click Save, the current content of the 'Your notes' text box is added as a new entry to the Discussion section! 14. Close the page. Make the  requested change? Make the  requested change? Change 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.

Complete change request Complete change request When you have finished making the requested changes to a master record and have sent it to the applicable target companies, mark the change request as Completed. Procedure 1. Click Master data management - Operation. 2. Click the All change requests tab. 3. In the list, find and select the desired record. 4. Click Edit. 5. In the Master record change requests section, in the list, find and select the desired record. 6. Click Change status. 7. Click Completed. 8. Close the page. Completed Completed Cancel change request Cancel change request When you have decided to not make the requested changes to a master record, mark the change request as Cancelled. Procedure 1. Click Master data management - Operation. 2. Click the All change requests tab. 3. In the list, find and select the desired record. 4. Click Edit. 5. In the Master record change requests section, in the list, find and select the desired record. 6. Click Change status. 7. Click Cancelled. 8. Close the page. Cancelled Cancelled Yes No

Activities

Name Responsible Description

Monitor change requests

Data steward (Source company)

 		In the target company, a change request can be created for a master data record.
As a data steward of the source company, monitor the master record change requests in the source company.
You can start a discussion with the user who created the change request in the target company.
When the required changes are clear and agreed upon, as a next action, you can start making the changes.

Change 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.

Complete change request

Data steward (Source company)

 		When you have finished making the requested changes to a master record and have sent it to the applicable target companies, mark the change request as Completed.

Cancel change request

Data steward (Source company)

When you have decided to not make the requested changes to a master record, mark the change request as Cancelled.

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