Use enrichment rules to set field values in D365 FO.
To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Data query.
Use a dynamic query to define the query that is used to find the value to be set in the target field. Before you can set up an enrichment rule line with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the enrichment source rule table, to define table relations, and to have only one record or value returned.
Name | Responsible | Description |
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Set up dynamic query |
Data quality administrator |
Use a dynamic query to find one or more records in the database. The found records are the input for further processing. You can use a dynamic query on:
To define a query range, you can use a function. |
Create enrichment rule |
Data quality administrator |
Use enrichment rules to set field values in D365 F&SCM. This topic explains how to create an enrichment rule. |
Set up target datasource |
Data quality administrator |
For an enrichment rule, you can set a field value in a target table that is different from the source table. As a target table, you can only use a table that is related to the source table. Set up the tables that you want to use as target table for the enrichment rule. Note: On creation of an enrichment rule, automatically, the source table is added as target table. |
Set up enrichment line of type Data query |
Data quality administrator |
For an enrichment rule, use an enrichment line to set a field value. To set a field value, you can use several value types. Use the value type Data query to find a value using a query and set the found value in the target field of the enrichment rule line.
In a data query enrichment rule line, use a dynamic query to define the query that is used to find the value to be set in the target field. Before you can set up an enrichment rule line with a dynamic query, set up the dynamic query to be applied. You can use a dynamic query, for example, to query other tables than the enrichment rule table, to define table relations, and to have only one record returned. |
Set up enrichment rule conditions |
Data quality administrator |
For each enrichment rule, you can set up conditions. The enrichment rule is only applied if the conditions are met. To define an enrichment rule condition, you use a query. The enrichment rule is applied only to the records that are found by the query.
You can use these types of queries:
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