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

Pull master data
Application task

In the target company, as a data steward, you can pull master data from the source company.


Standard procedure

1. Go to Master data management > Inquiries > Pull entity.
2. In the list, find and select the desired master data entity.
 

Note: You can only select a master data entity for which a message exists with the current company as the target company.
3. On the Action Pane, click Design.
4. Click Available records.
5. In the list, find and select the desired record.
 

Note: You can only pull a record to the target company for which a master data record exists in the source company.
6. On the Action Pane, click Master data management.
7. Click Pull master data.
8.

Define which status the pulled record must get in the master data record subscriptions.

The status of a new subscription cannot be higher than the master data record status.

If you set the Master data status field to:

  • New, the master data subscription status is set to New.
  • Approved, the master data subscription status is set to Approved. However, if the master data record status is New, the subscription status is set to New.
  • Released, the subscription status is set to Released. However, if the master data record status is:
    • Approved, the subscription status is set to Approved.
    • New, the subscription status is set to New.
  On the dialog, in the Master data status field, select an option.
 

Note: If the selected status is higher than the master data record status, a warning message is shown.
9. If you set the Master data status field to Released, you can define a planned release date.
This date defines when the pulled master data record is released to the target company.
  In the Planned release date field, enter a date and time.
 

Note: The master data record only is released if, in the source company, the master data record status is Released.
10. If you set the Master data status field to Released, you can send the master data record immediately to the target company.
  Select Yes in the Send master data field.
 

Note: The master data record only is sent immediately if, in the source company, the master data record status is Released.
11. Click OK.
12. Close the page.
13. Close the page.
Related to Notes

Pull master data

 		 

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