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

Manage master data inbox

With MDM studio you can send specific data in these ways:

  • Internal direct: Send master data from the source company in D365 FO directly to a target company within the same D365 FO environment. 
  • Internal with staging: Send data from the source company to a generic staging journal. The target company triggers the message to send the data from the staging journal to the target company. 
  • External: Send data from the source company to an external file format or application. 
In the target company, you primarily work on the Master data inbox form. On this form you can monitor the master records that:
  • The source company is about to send.
  • The source company has sent.
  • Are waiting in the staging journal.


Data steward (Target company) Data steward (Target company) Start Start Send internally  or externally? Send internally  or externally? Monitor Master data inbox Monitor Master data inbox When a source company releases a master record, it is added to the Master data inbox of the target company. The added record has the status To be processed. You can only view the record. When the source company runs an MDM message and no errors occur, in the Master data inbox, the status of the record is changed to processed. This indicates that the master data is imported in the database of the target company or in the staging journal. Possible statuses of the Master data inbox are: To be processed: Status after the record is released. In processes: The MDM message is running. Processed: The master data is imported in the database of the target company or in the staging journal. Cancelled: The release of the record is cancelled by the data steward of the source company. Error: An error occurred when running the MDM message. Note: Monitor the Master data inbox in the target company. Procedure 1. Click Master data management - Inbox. 2. Sub-task: View record details. 3. On the Master data inbox tab, in the list, find and select the desired record. 4. Click View details. 5. Close the page. 6. Sub-task: Reschedule master record. 7. On the Master data inbox tab, in the list, find and select the desired record. 8. Click Reschedule release to open the drop dialog. 9. In the Planned release date field, enter a date and time. Note: To remove the current planned release date, leave this Planned release date field empty. 10. Click OK. 11. Sub-task: View master record message history. 12. On the Master data inbox tab, in the list, find and select the desired record. 13. Click Inbox history. 14. Close the page. 15. Sub-task: View Infolog. 16. On the Master data inbox tab, in the list, find and select the desired record. 17. Click Show Infolog. Send with or without staging? Send with or without staging? MDM message:  Direct MDM message:  Direct MDM Message:  Data to staging MDM Message:  Data to staging Monitor MDM staging journal Monitor MDM staging journal If you use staging in your master data process, master records are imported into the staging journal by the ‘Data to staging’ message. You can monitor the master record staging journals in the target company. Each time a ‘Data to staging’ message is run, all related master records (with status Released) are imported into the staging journal. For each message run and target company combination, a journal is added to the MDM staging journal. Each processed master record results in a line in the relevant journal. For each line, all the fields, as defined in the document, are shown with the related values. Staging journal validations The master records in the staging journal can be validated according to the applicable staging journal validation setup. If the applicable validation rules are: Met, the staging journal line is automatically approved. Depending on the master data entity setup, the approved lines are processed automatically by the 'Data from staging' message or you must manually run this message. Not met, an error or warning is given. Before the line can be processed further, review the errors and warnings, and take appropriate actions. If you use data comparison, you can also apply a staging journal validation. This validation defines what happens with journal lines with data differences. If you manually generate a data comparison, make sure the data comparison is done before you manually apply staging journal validations. To apply a staging validation, in Connectivity studio, in the Staging display options, for the desired record, set up a validation with the BisValidationMdmDifference validation class. The Exception behavior and Type settings of the validation setup define what happens if differences are found. For more information, refer to Set up staging validations.  Procedure 1. Click Master data management - Inbox. 2. On the Master data tab, in the list, find and select the desired record. 3. Click Staging journal. 4. Select Yes in the Show all field to show all staging journals. 5. In the left pane, in the list, find and select the desired staging journal. 6. Sub-task: Compare data. 7. For each staging journal record, you can compare the differences between the current target company values and the values as sent by the source company. In the left pane, in the list, find and select the desired staging journal. Note: To compare values, the data comparison must be generated. If for a staging journal the Has difference field is set to 'Yes', a data comparison is already generated and differences are found. You can generate a data comparison in these ways: - Generate the data comparison when the 'Data to staging' message is run. To do so, select the Generate compare data field of the master data entity message setup. - Manually generate the data comparison. To do so, on the Master data management - Inbox workspace, on the Master data inbox tab, click Generate compare data. 8. In the desired record section, on the Data tab, in the list, find and select the desired record. 9. Click Compare. Note: To compare the data as sent by the source company with the data in the target company, the 'Data from staging' message is run 'pro forma'. Instead of updating the data in the target company, a log is created that is used to compare the data. So, if errors occur when generating the data comparison, these errors can also occur when running the 'Data from staging' message. 10. Select No in the Show only difference field. 11. Close the page. 12. Close the page. 13. Sub-task: Run staging message. 14. On the Master data tab, in the list, find and select the desired record. 15. Click Run staging. 16. Click OK. MDM message:  Data from staging MDM message:  Data from staging MDM message:  External MDM message:  External End End End End Internal External Without staging With staging

Activities

Name Responsible Description

Monitor Master data inbox

Data steward (Target company)

When a source company releases a master record, it is added to the Master data inbox of the target company.

The added record has the status To be processed. You can only view the record.
When the source company runs an MDM message and no errors occur, in the Master data inbox, the status of the record is changed to processed. This indicates that the master data is imported in the database of the target company or in the staging journal.
Possible statuses of the Master data inbox are:
  • To be processed: Status after the record is released.
  • In processes: The MDM message is running.
  • Processed: The master data is imported in the database of the target company or in the staging journal.
  • Cancelled: The release of the record is cancelled by the data steward of the source company.
  • Error: An error occurred when running the MDM message.
Note: Monitor the Master data inbox in the target company.

MDM message:  Direct

Data steward (Target company)

 		When a master record has the Released status, it is processed if the related message is run. the message is run in the source company.
The message directly imports the master data into the relevant tables of the target company.

MDM Message:  Data to staging

Data steward (Target company)

 		When a master record has the Released status, it is processed if the related message is run. The message is run in the source company.
The message imports the master data into the MDM staging journal of the target company.

Monitor MDM staging journal

Data steward (Target company)

If you use staging in your master data process, master records are imported into the staging journal by the ‘Data to staging’ message. You can monitor the master record staging journals in the target company.
Each time a ‘Data to staging’ message is run, all related master records (with status Released) are imported into the staging journal. For each message run and target company combination, a journal is added to the MDM staging journal. Each processed master record results in a line in the relevant journal. For each line, all the fields, as defined in the document, are shown with the related values.

Staging journal validations

The master records in the staging journal can be validated according to the applicable staging journal validation setup. If the applicable validation rules are:

  • Met, the staging journal line is automatically approved. Depending on the master data entity setup, the approved lines are processed automatically by the 'Data from staging' message or you must manually run this message.
  • Not met, an error or warning is given. Before the line can be processed further, review the errors and warnings, and take appropriate actions.

If you use data comparison, you can also apply a staging journal validation. This validation defines what happens with journal lines with data differences. If you manually generate a data comparison, make sure the data comparison is done before you manually apply staging journal validations.

To apply a staging validation, in Connectivity studio, in the Staging display options, for the desired record, set up a validation with the BisValidationMdmDifference validation class. The Exception behavior and Type settings of the validation setup define what happens if differences are found. For more information, refer to Set up staging validations. 

MDM message:  Data from staging

Data steward (Target company)

 		When a staging journal has the status To be processed, it is processed if the related message is run. The message is run in the target company.
The message exports the master data from the staging journal and imports it into the relevant tables of the target company. 
Usually, you run this message in batch.

MDM message:  External

Data steward (Target company)

 		When a master record has the Released status, it is processed if the related message is run. The message is run in the source company.
The message exports the master data to the format and location as defined by the target document and target connector of the message. From there, it can be picked up by the external application.

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