Pull master data with dynamic button

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

From which pages you can use the dynamic button is defined by the dynamic button setup.

Standard procedure

1.	Open a page for which the dynamic button is set up. In the steps, as an example, you want to create a vendor account. The desired vendor group does not exist in your company. However, the vendor group exists in the source company. You pull the desired vendor group master data from the source company.
	Go to Accounts payable > Vendors > All vendors.
2.	On the Action Pane, click Master data management.
3.	Click Pull vendor groups.
4.	In the list, find and select the desired vendor group.
	Note: You can only pull a record to the target company for which a master data record exists in the source company.
5.	Click Pull master data.
6.	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.
7.	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.
8.	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.
9.	Click OK.
10.	Close the page.

Related to	Notes
Pull master data

See also

Set up dynamic button to pull master data

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