1. Data Management
  2. Data Quality Studio
  3. Flows

Set up enrichment rules
Activity Flow

Use enrichment rules to set field values in a target field in D365 F&SCM.
To fill in data, you can use these enrichment types:

  • Fixed value: Sets a pre-defined fixed value in the target field.
  • Data query: Uses an inquiry or dynamic query to find a value and set it in the target field.
  • Transformation list: Uses a transformation list to find a value and set it in the target field.
  • Number sequence: Uses a number sequence to set a value in the target field.
  • Web service: Uses a web service to get a field value from another internal or external source and set it in the target field.
  • Custom: Uses a custom action class to set the target field value.

For each enrichment rule, you can set up conditions to define the data to which the rule applies.

Note: You can only use enrichment rules if Data enrichment is turned on in the Data quality studio parameters, on the Enable data enrichment tab.

Data quality administrator Data quality administrator The data quality administrator (DQSDataQualityAdministrator) can set up and maintain: Data quality policies Data quality studio parameters Data quality studio general setup Start Start Which enrichment type is used? Which enrichment type is used? Set up enrichment rule of type Fixed value

Set up enrichment rule of type Fixed value

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Fixed value.

Use a fixed value enrichment rule line to set a pre-defined fixed value in the target field of the enrichment rule line.

 Set up enrichment rule of type Data query

Set up enrichment rule of type Data query

Use enrichment rules to set field values in D365 F&SCM.
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 data query enrichment rule line to find a value using a query and set the found value in the target field of the 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 source rule table, to define table relations, and to have only one record or value returned.

 Set up enrichment rule of type Transformation list

Set up enrichment rule of type Transformation list

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type 'Transformation list'.
Use a transformation list enrichment rule line to find a value using a transformation list and set the found value in the target field of the enrichment rule line.
Before you can set up a transformation list enrichment rule line, set up the transformation list to be used.
Note: You can set up an enrichment rule line of type 'Transformation list' only if the enrichment rule event is 'Source field modified'.

 Set up enrichment rule of type Number sequence

Set up enrichment rule of type Number sequence

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Number sequence.

Use a number sequence enrichment rule line to set the value of the target field of the enrichment rule line based on a number sequence.

 Set up enrichment rule of type Web service

Set up enrichment rule of type Web service reponse

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Web service response.
Use a web service response enrichment rule line to get a field value from another internal or external source, using a web service, and set this value in the target field of the enrichment rule line.
Before you can set up a web service response enrichment rule line, set up the web service to be used.
Note: You can set up an enrichment rule line of type 'Web service response' only if the enrichment rule event is 'Source field modified' or 'Save record'.

 Set up enrichment rule of type Custom

Set up enrichment rule of type Custom

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Custom.

Use a custom enrichment rule line to set a field value using a custom class.

Before you can set up a custom enrichment rule line, ensure that the custom class is developed.

 Set up enrichment rule of type Enable/Disable

Set up enrichment rule of type Enable/Disable

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

To set a field value or behavior, you can use several value types. This topic explains how to set up an enrichment rule line of type Enable/Disable.

Use an Enable/Disable enrichment rule line to disable or enable a field based on the value of another field.

Usually, for an an enrichment rule of type Enable/Disable, you apply:

  • The 'Source field modified' event.
  • A condition to define for which value of another a field is enabled or disabled.

Note:

  • For a specific field, you can only set up one enrichment rule line for each enrichment rule.
  • If you set up an enrichment rule with a line to disable a field, you must also set up an enrichment rule with a line to enable the field.

Example:

This example explains how you can apply an enrichment rule line of type Enable/Disable. As an example, the credit rating of a customer is used.

Credit rating Credit limit (value) Credit limit (enabled/disabled?)
'Poor' Default set to '1000' Disabled
Other than 'Poor' Not set Enabled

For this example, three enrichment rules are required, each with an enrichment rule line on the Credit limit field:

Enrichment rule Enrichment rule line Condition
Table Event Source field Target datasource Target field Value type Value Form Enable field  
CustTable Source field modified Credit rating CustTable Credit limit Fixed value 1000 - - Enrichment rule is applied only if the Credit rating field is set to 'Poor'.
CustTable Source field modified Credit rating CustTable Credit limit Enable/Disable - CustTable No Enrichment rule is applied only if the Credit rating field is set to 'Poor'.
CustTable Source field modified Credit rating CustTable Credit limit Enable/Disable - CustTable Yes Enrichment rule is applied only if the Credit rating field is set to another value than 'Poor'.

End End Fixed  value Data  query Transformation  list Number  sequence Web  service Custom Enable/Disable field

Activities

Name Responsible Description

Set up enrichment rule of type Fixed value

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Fixed value.

Use a fixed value enrichment rule line to set a pre-defined fixed value in the target field of the enrichment rule line.

Set up enrichment rule of type Data query

Data quality administrator

Use enrichment rules to set field values in D365 F&SCM.
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 data query enrichment rule line to find a value using a query and set the found value in the target field of the 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 source rule table, to define table relations, and to have only one record or value returned.

Set up enrichment rule of type Transformation list

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type 'Transformation list'.
Use a transformation list enrichment rule line to find a value using a transformation list and set the found value in the target field of the enrichment rule line.
Before you can set up a transformation list enrichment rule line, set up the transformation list to be used.
Note: You can set up an enrichment rule line of type 'Transformation list' only if the enrichment rule event is 'Source field modified'.

Set up enrichment rule of type Number sequence

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Number sequence.

Use a number sequence enrichment rule line to set the value of the target field of the enrichment rule line based on a number sequence.

Set up enrichment rule of type Web service reponse

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Web service response.
Use a web service response enrichment rule line to get a field value from another internal or external source, using a web service, and set this value in the target field of the enrichment rule line.
Before you can set up a web service response enrichment rule line, set up the web service to be used.
Note: You can set up an enrichment rule line of type 'Web service response' only if the enrichment rule event is 'Source field modified' or 'Save record'.

Set up enrichment rule of type Custom

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Custom.

Use a custom enrichment rule line to set a field value using a custom class.

Before you can set up a custom enrichment rule line, ensure that the custom class is developed.

Set up enrichment rule of type Enable/Disable

Data quality administrator

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

To set a field value or behavior, you can use several value types. This topic explains how to set up an enrichment rule line of type Enable/Disable.

Use an Enable/Disable enrichment rule line to disable or enable a field based on the value of another field.

Usually, for an an enrichment rule of type Enable/Disable, you apply:

  • The 'Source field modified' event.
  • A condition to define for which value of another a field is enabled or disabled.

Note:

  • For a specific field, you can only set up one enrichment rule line for each enrichment rule.
  • If you set up an enrichment rule with a line to disable a field, you must also set up an enrichment rule with a line to enable the field.

Example:

This example explains how you can apply an enrichment rule line of type Enable/Disable. As an example, the credit rating of a customer is used.

Credit rating Credit limit (value) Credit limit (enabled/disabled?)
'Poor' Default set to '1000' Disabled
Other than 'Poor' Not set Enabled

For this example, three enrichment rules are required, each with an enrichment rule line on the Credit limit field:

Enrichment rule Enrichment rule line Condition
Table Event Source field Target datasource Target field Value type Value Form Enable field  
CustTable Source field modified Credit rating CustTable Credit limit Fixed value 1000 - - Enrichment rule is applied only if the Credit rating field is set to 'Poor'.
CustTable Source field modified Credit rating CustTable Credit limit Enable/Disable - CustTable No Enrichment rule is applied only if the Credit rating field is set to 'Poor'.
CustTable Source field modified Credit rating CustTable Credit limit Enable/Disable - CustTable Yes Enrichment rule is applied only if the Credit rating field is set to another value than 'Poor'.

Activities

Name Responsible Description

Set up enrichment rule of type Fixed value

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Fixed value.

Use a fixed value enrichment rule line to set a pre-defined fixed value in the target field of the enrichment rule line.

Set up enrichment rule of type Data query

Data quality administrator

Use enrichment rules to set field values in D365 F&SCM.
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 data query enrichment rule line to find a value using a query and set the found value in the target field of the 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 source rule table, to define table relations, and to have only one record or value returned.

Set up enrichment rule of type Transformation list

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type 'Transformation list'.
Use a transformation list enrichment rule line to find a value using a transformation list and set the found value in the target field of the enrichment rule line.
Before you can set up a transformation list enrichment rule line, set up the transformation list to be used.
Note: You can set up an enrichment rule line of type 'Transformation list' only if the enrichment rule event is 'Source field modified'.

Set up enrichment rule of type Number sequence

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Number sequence.

Use a number sequence enrichment rule line to set the value of the target field of the enrichment rule line based on a number sequence.

Set up enrichment rule of type Web service reponse

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Web service response.
Use a web service response enrichment rule line to get a field value from another internal or external source, using a web service, and set this value in the target field of the enrichment rule line.
Before you can set up a web service response enrichment rule line, set up the web service to be used.
Note: You can set up an enrichment rule line of type 'Web service response' only if the enrichment rule event is 'Source field modified' or 'Save record'.

Set up enrichment rule of type Custom

Data quality administrator

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

To set a field value, you can use several value types. This topic explains how to set up an enrichment rule line of type Custom.

Use a custom enrichment rule line to set a field value using a custom class.

Before you can set up a custom enrichment rule line, ensure that the custom class is developed.

Set up enrichment rule of type Enable/Disable

Data quality administrator

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

To set a field value or behavior, you can use several value types. This topic explains how to set up an enrichment rule line of type Enable/Disable.

Use an Enable/Disable enrichment rule line to disable or enable a field based on the value of another field.

Usually, for an an enrichment rule of type Enable/Disable, you apply:

  • The 'Source field modified' event.
  • A condition to define for which value of another a field is enabled or disabled.

Note:

  • For a specific field, you can only set up one enrichment rule line for each enrichment rule.
  • If you set up an enrichment rule with a line to disable a field, you must also set up an enrichment rule with a line to enable the field.

Example:

This example explains how you can apply an enrichment rule line of type Enable/Disable. As an example, the credit rating of a customer is used.

Credit rating Credit limit (value) Credit limit (enabled/disabled?)
'Poor' Default set to '1000' Disabled
Other than 'Poor' Not set Enabled

For this example, three enrichment rules are required, each with an enrichment rule line on the Credit limit field:

Enrichment rule Enrichment rule line Condition
Table Event Source field Target datasource Target field Value type Value Form Enable field  
CustTable Source field modified Credit rating CustTable Credit limit Fixed value 1000 - - Enrichment rule is applied only if the Credit rating field is set to 'Poor'.
CustTable Source field modified Credit rating CustTable Credit limit Enable/Disable - CustTable No Enrichment rule is applied only if the Credit rating field is set to 'Poor'.
CustTable Source field modified Credit rating CustTable Credit limit Enable/Disable - CustTable Yes Enrichment rule is applied only if the Credit rating field is set to another value than 'Poor'.
Related to Notes

Apply data quality rules on entering or updating a record

 		 

Apply data quality rules on data import with Connectivity studio

 		 

Set up enrichment rules

 		 

Provide feedback