Use a master data entity to define:
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. |
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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. |
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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. |
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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. |
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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:
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  | Expand the Dynamic menu form setup section. |
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Note: To manage master data from a D365 FO form, fill in these fields:
To pull master data, fill in these fields:
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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:
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. |
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Note: If pulling master data is enabled:
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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:
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  | Select the Default form check box. |
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Note: You can select the Default form check box for one dynamic menu form setup record only. |
9. | Close the page. |