1. To-Increase Dynamics 365 for Finance & Operations
  2. Master data management studio
  3. Activities

Set up master data entity
Application task

Use a master data entity to define:

  • Which table holds master data.
  • Who sends this master data.
  • Where you send this master data to.
  • How you select the right master record.

Prerequisites:

  • Company setup
  • Connectivity studio setup


Standard procedure

1. Click Master data management - Setup.
2. On the Master data entities tab, click New.
3. Sub-task: Define general settings.
  3.1 In the Master data type id field, type a value.
  3.2 Select the table that has the master data. For example, if customer groups are master data, select the CustGroup table.
  In the Record table field, enter or select a value.
  3.3 In the Identification Field name field, enter or select a value.
  3.4 In the Master inbox display Field name field, enter or select a value.
  3.5 In the Display method field, enter or select a value.
4. Sub-task: Define Handler.
  4.1 In the Custom section, in the Handler field, enter or select a value.
 

Note: Currently, one predefined handler is available: BisMdmHandlerStandard
5. Sub-task: Define messages.
  5.1 In the message section, click New
  5.2 In the Type field, select an option.
  5.3 Define the company from which you send the master data
  In the Source company field, enter or select a value.
 

Note: You can only select a company that is set up as master data management company.
  5.4 Define the company to which you send the data
  In the Target company field, enter or select a value.
 

Note: You can only select a company that is set up as master data management company.
  5.5 Define the message to send the master data from the source company to the target company or staging journal .
  In the Message field, enter or select a value.
  5.6 If you use staging, define the message to send the data from the staging journal to the target company.
  In the Staging field, enter or select a value.
  5.7 If you use the MDM staging journal, you can compare data. You can compare the current target company values with the values as sent from the source company to the staging journal.
To compare the data, a data comparison must be generated.
You can have the data comparison generated when the message is run that sends data from the source company to the MDM staging journal.
  Select the Generate compare data check box.
 

Note: If you generate a data comparison, you can also apply a staging journal validation. This validation defines what happens with journal lines with data differences. 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.
  5.8 You can run the staging message directly after the data is received in the staging journal.
  Select the Execute staging check box.
6. Sub-task: Define display fields.
  6.1 This section defines the rows you see to select to right data.
  In the Display fields section, click New.
  6.2 Select a field from the record table to identify the master record on
  In the Field name field, enter or select a value.
  6.3 In the Display method field, enter or select a value.
  6.4 Click the Range tab.
  6.5 Click New.
  6.6 In the Field name field, enter or select a value.
  6.7 In the Range field, enter or select a value.
7. Sub-task: Define validations.
  7.1 In this sub-task, define the validation to be applied.
  In the validations section, click New
  7.2 Select the Active check box.
  7.3 In the Class name field, enter or select a value.
8. Sub-task: Define dynamic menu form setup.
  8.1

You can use the dynamic menu form setup for these purposes:

  • Manage master data from a related D365 FO form.
    Setup: To the Action Pane of a form, you can add the Master data management tab. Depending on the company from which you open the form, the Master data management tab has these buttons:
    • Create master data (Shown in source company only.)
    • Master data (Shown in source company only.)
    • Master data inbox (Shown in source company and target company.)
  • In a target company, pull master data from the source company.
    Setup: To the Action Pane of a form, to the Master data management tab, you can add the Pull master data button. (Shown in source company, when opened from target company.)
  Expand the Dynamic menu form setup section.
 

Note:

To manage master data from a D365 FO form, fill in these fields:

  • Form name
  • Data source name
  • Default form (Optional)

To pull master data, fill in these fields:

  • Form name
  • Data source name
  • Pull menu item name
  • Default form (Selected)
  8.2 Click New.
  8.3 Select the form to which Action Pane you want to add the Master data management tab.
  In the Form name field, enter or select a value.
  8.4 Select the form data source to which the Master data management buttons apply.
  In the Data source name field, enter or select a value.
  8.5

Pulling master data is enabled only if the:

  • Pull menu item name field is filled.
  • Default form check box is selected.

Select the menu item that is used to open the form for which you want to enable pulling master data.
  In the Pull menu item name field, enter or select a value.
 

Note:

If pulling master data is enabled:

  • In the target company, on the Pull entities form, for the master data entity, on the Action Pane, on the Design tab, the Available records button is available.
  • When you click Available records, the Pull menu item is used to open a form. Note: This form shows the available master data records in the source company. Therefore, the form is opened in the source company instead of the target company.
  • On the opened form, on the Action Pane, on the Master data management tab, the Pull master data button is available. Note: In this case the Create master data button is not available.
  8.6

Define for which form the Master data management tab is shown on the Action Pane.

If you use the dynamic menu form setup to:

  • Only manage master data from a D365 FO form, you can clear the Default form check box. In this case, the Master data management tab is available only on the Action Pane of the main form of the master data entity table.
  • Also enable pulling master data, you must select the Default form check box for the desired dynamic menu form setup record.
  Select the Default form check box.
 

Note: You can select the Default form check box for one dynamic menu form setup record only.
9. Close the page.
Related to Notes

Pull master data

 		 

Set up master data entities

 		 

Set up master data entities

 		 

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