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

Set up master data entities
Process flow

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

Application Consultant Application Consultant Start Start Set up master data entity Set up master data entity 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 Procedure 1. Click Master data management - Setup. 2. On the Master data entities tab, click New. 3. Sub-task: Define general settings. 4. In the Master data type id field, type a value. 5. In the Record table field, enter or select a value. 6. In the Identification Field name field, enter or select a value. 7. In the Master inbox display Field name field, enter or select a value. 8. In the Display method field, enter or select a value. 9. Sub-task: Define Handler. 10. In the Custom section, in the Handler field, enter or select a value. Note: Currently, one predefined handler is available: BisMdmHandlerStandard 11. Sub-task: Define messages. 12. In the message section, click New 13. In the Type field, select an option. 14. 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. 15. 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. 16. In the Message field, enter or select a value. 17. In the Staging field, enter or select a value. 18. 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. 19. Select the Execute staging check box. 20. Sub-task: Define display fields. 21. In the Display fields section, click New. 22. In the Field name field, enter or select a value. 23. In the Display method field, enter or select a value. 24. Click the Range tab. 25. Click New. 26. In the Field name field, enter or select a value. 27. In the Range field, enter or select a value. 28. Sub-task: Define validations. 29. In the validations section, click New 30. Select the Active check box. 31. In the Class name field, enter or select a value. 32. Sub-task: Define dynamic menu form setup. 33. 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) 34. Click New. 35. In the Form name field, enter or select a value. 36. In the Data source name field, enter or select a value. 37. 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. 38. 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. 39. Close the page. End End

Activities

Name Responsible Description

Set up master data entity

Application Consultant

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

Activities

Name Responsible Description

Set up master data entity

Application Consultant

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

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