You can create master records in the master data Management studio from a data entry workflow. If creating master records is enabled, and entered data is transferred to the target table, a master record is created for the applicable master data entity. Use the Master data management studio to further process the master record. For more information, refer to Master data management studio.

You can only setup the creation of master records from a data entry workflow template:

• If the Master data management studio is installed on the same environment as Data entry workflow.
• For steps for which Transfer to target is enabled or for the last step of the data entry workflow template. 

Standard procedure

1.	Go to Data entry workflow > Design > Data entry workflow templates.
2.	In the list, click the link of the desired data entry workflow template.
3.	Click Edit.
4.	In the Workflow diagram section, select the desired step.
	Note: Make sure the Steps section is in edit mode. You can also select the desired step in the Steps section, in the tree.
5.	In the Steps section, click the Master data management tab.
6.	Click Add master data entity.
7.	Define the data entry workflow document record for which master records must be created in the Master data management studio.
	In the Document record field, enter or select a value.
8.	Define the master data entity that is used to create the master records.
	In the Master data type ID field, enter or select a value.
9.	Define the master record status to be applied to the created master records: New: The master record is created. Approved: The master record is created and automatically approved. Released: The master record is created, automatically approved, and automatically released.
	In the Master data status field, select an option.
	Note: If you want to send to master data automatically to the target companies, select the 'Released' status.
10.	If Send master data is enabled, you can define when the released master records are sent to the target companies.
	In the Planned send day field, enter or select a value.
	Note: To define a planned send day, on the Master data management tab, click Planned send days. Click New, fill in the fields, and close the Planned send days page.
11.	You can send master data automatically to the target companies.
	Select the Send master data check box.
	Note: If you select the Sand master data check box, automatically the Master data status is set to 'Released'.

See also

• Master data management studio integration