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

Maintain master records
Process flow

A master record is a master data entity record that is subscribed to one or more companies. For these companies, the record serves as master data. You can send each new or changed master record to the defined companies.

Data steward (Source company) Data steward (Source company) Start Start Edit master record Edit master record With MDM studio you can manage master data. For a master data record, you can edit the: Status Responsible data steward Subscribed target companies Related D365 FO record Procedure 1. Click Master data management - Operation. 2. Click the Master data tab. 3. Sub-task: Change master data record status to 'Modify'. 4. On the Master data tab, in the list, find and select the desired master data record. 5. Click Status. 6. Click Modify. 7. On the Master data tab, in the list, click the link of the desired master data record. 8. Click Edit. 9. Sub-task: Change responsible data steward. 10. In the General section, in the Data stewards field, enter or select a value. Note: You can only select a data steward that is defined for the current company. 11. Sub-task: Change subscribed target companies. 12. Expand the Subscription section. 13. You can add a target company that is subscribed to the master data record. The next time the master data record is sent, it is also sent to the new subscribed company. Click New and fill in the fields. Note: You can only add a subscription for a company that is set up in the Master data management companies. You cannot add a subscription for the current company. Make sure that, on the applicable master data entity, a message exists with the newly subscribed company as the target company. 14. In the list, select the desired company. 15. Click Delete. 16. In the list, select the desired company. 17. Click Status, and click the desired next status. Note: If you change the master data record status, the subscription status is changed accordingly. 18. Sub-task: Change related D365 FO record. 19. On the Action Pane, click Available record. 20. Click View details. Note: If a dialog is shown instead of the record details, you can access the related record details page via, for example, the applicable menu or workspace. 21. Click Edit and make the desired changes to the record. 22. Close the page. 23. Close the page. Approve master record Approve master record You can approve the master data records that you have edited. Procedure 1. Click Master data management - Operation. 2. Click the Master data tab. 3. In the list, find and select the record that you want to approve. 4. Click Status. 5. Click Approve. Release master record Release master record You can release approved master records.If you release a master record, it is added to the Master data inbox of the target company.You cannot change a released master record. Procedure 1. Click Master data management - Operation. 2. Click the Master data tab. 3. In the list, find and select the record that you want to release. 4. Click Status. 5. Click Release. 6. If the master record must be released on a future date, you can define the planned release date. The planned release date is shown on the Master data inbox. The master data messages, to send the released master record to the target companies or to the MDM staging journal, are only run if the planned release date is: - Not defined. - The current date. - A data before the current date. In the Planned release date field, enter a date and time. Note: On the master data inbox, the data steward of the target company can reschedule a master data record to another planned release date. 7. Click OK. Cancel released record? Cancel released record? Cancel master record release Cancel master record release You can change a master record after it is released. To do so, cancel the release of the master record. As a result, the status of the record is changed to Cancelled.You can again edit, approve, and release a cancelled master record. Procedure 1. Click Master data management - Operation. 2. Click the Master data tab. 3. In the list, find and select the desired record. 4. Click Status. 5. Click Cancel. Send master record Send master record Run the master data messages to send released master records to the target companies or to the MDM staging journal. All messages, as defined for the master data entity, are run.The master data entity messages process all Released master records of the master data entity. Procedure 1. Click Master data management - Operation. 2. Click the Master data tab. 3. In the list, find and select the desired record. 4. Click Send master data. Note: If you send MDM data for a master data entity, the master data entity messages process all Released master records of the master data entity. 5. Select Yes in the Use tracer field. 6. Sub-task: Set up batch processing. 7. Expand the Run in the background section. 8. In the Batch processing field, select an option. If Yes, also fill in the other fields. 9. Click Recurrence and fill in the fields as desired. 10. Click OK. 11. Click OK. Notes You can only run the MDM messages of a master data entity if you are defined as a data steward for your source company. End End Yes No

Activities

Name Responsible Description

Edit master record

Data steward (Source company)

With MDM studio you can manage master data. For a master data record, you can edit the:

  • Status
  • Responsible data steward
  • Subscribed target companies
  • Related D365 FO record

Approve master record

Data steward (Source company)

 		You can approve the master data records that you have edited.

Release master record

Data steward (Source company)

You can release approved master records.
If you release a master record, it is added to the Master data inbox of the target company.

You cannot change a released master record.

Cancel master record release

Data steward (Source company)

You can change a master record after it is released. To do so, cancel the release of the master record. As a result, the status of the record is changed to Cancelled.

You can again edit, approve, and release a cancelled master record.

Send master record

Data steward (Source company)

 		Run the master data messages to send released master records to the target companies or to the MDM staging journal. All messages, as defined for the master data entity, are run.
The master data entity messages process all Released master records of the master data entity.

Activities

Name Responsible Description

Edit master record

Data steward (Source company)

With MDM studio you can manage master data. For a master data record, you can edit the:

  • Status
  • Responsible data steward
  • Subscribed target companies
  • Related D365 FO record

Approve master record

Data steward (Source company)

 		You can approve the master data records that you have edited.

Release master record

Data steward (Source company)

You can release approved master records.
If you release a master record, it is added to the Master data inbox of the target company.

You cannot change a released master record.

Cancel master record release

Data steward (Source company)

You can change a master record after it is released. To do so, cancel the release of the master record. As a result, the status of the record is changed to Cancelled.

You can again edit, approve, and release a cancelled master record.

Send master record

Data steward (Source company)

 		Run the master data messages to send released master records to the target companies or to the MDM staging journal. All messages, as defined for the master data entity, are run.
The master data entity messages process all Released master records of the master data entity.
Related to Notes

Maintain master records

 		 

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