Use enrichment rules to set field values in D365 F&SCM.

This topic explains how to create an enrichment rule.


Standard procedure

1. Click Data quality management.
2. On the Data quality policies tab, in the list, click the link of the desired data quality policy.
3. Click the Enrichment rules tab.
 

Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK.

4. Click Add.
5. Define the source table from which the enrichment rule is triggered.
  In the Table field, enter or select a value.
6.

Define when the enrichment rule is applied:

  • New record: The enrichment rule is applied when a record is created in the source table. So, before you can edit the new record, the target field value is already set for the new record.
  • Source field modified: The enrichment rule is applied when the value of the source field is entered or changed.
  • Save record: The enrichment rule is applied when a record is saved in the source table. The enrichment rule is applied first and then the record is saved.
  In the Event field, select an option.
7. If the event is Source field modified, define the source field. The enrichment rule is applied when the value of the source field is entered or changed.
  In the Source field field, enter or select a value.

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