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Set up enrichment rule of type Data query
Activity Flow

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.

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 Need new or changed  dynamic query? Need new or changed  dynamic query? Set up dynamic query

Set up dynamic queries

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:

  • An enrichment rule of type Data query.
  • An action rule of type Data query.
  • A condition that is applied to a validation rule, duplicate check rule, or action rule.
  • A configurable lookup of type Dynamic query. You can apply the configurable lookup on a validation rule of type Configurable lookup.

To define a query range, you can use a function.

 Create enrichment rule Create enrichment rule Use enrichment rules to set field values in D365 F&SCM. This topic explains how to create an enrichment rule. 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. In the Table field, enter or select a value. 6. In the Event field, select an option. 7. In the Source field field, enter or select a value. Use a different target  datasource than the  source datasource? Use a different target  datasource than the  source datasource? Set up target datasource Set up target datasource 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. 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. 4. In the list, find and select the desired enrichment rule. 5. Click Target datasource. 6. Click New. 7. In the Relation name field, enter or select a value. 8. In the Table name field, enter or select a value. 9. In the Query field, enter or select a value. 10. For an enrichment rule, you can use 'key-field' enrichment lines to identify records in the target datasource. The 'key-field' enrichment lines setup defines to which target datasource records the enrichment rule applies. Click Create key fields. Note: If you do not want enrichment lines marked as key fields, you can remove the 'key-field' enrichment lines. To do so, click Remove key fields. 11. Close the page. Set up enrichment line of type Data query Set up enrichment line of type Data query 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. You can add enrichment lines in these ways: Manually. Select the target fields from a page. 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. 4. In the enrichment rules list (left pane), find and select the desired enrichment rule. 5. Sub-task: Manually create enrichment line. 6. In the Enrichment lines section, click Add. 7. In the Target data source field, enter or select a value. 8. Define the target datasource field which value must be set. In the Target field field, enter or select a value. Note: If the enrichment line is marked as 'key-field' or 'has-relation', the target field is used to define to which target datasource records the enrichment rule applies. In tis case, the target field value is not set. 9. Sub-task: Create enrichment lines by selecting fields. 10. In the Enrichment lines section, click Select fields. 11. Open the page from which you want to select fields. 12. On the Field picker dialog, click Select fields. 13. Click the '+' button for each field that you want to select. 14. On the Field picker dialog, click Done. 15. On the Field picker dialog, click Submit to save the selected fields to the validation rule. 16. In the Value type field, select 'Data query'. 17. Select the Has relation check box. 18. In the Details section, in the Query field, enter or select a value. 19. Define the table of the field in the dynamic query which value must be set in the target field. In the Result table name field, enter or select a value. Note: Define a table that exists in the dynamic query. The table can be another table than the one that you defined for the action rule line. 20. Define the field in the query which value must be set in the target field. In the Result field field, enter or select a value. Note: Define a field that exists in the dynamic query. The field can be another field than the target field that you defined for the action rule line. Make sure the data type of the result field is compatible with the data type of the target field. 21. Close the page. Does the enrichment rule  apply to specific data? Does the enrichment rule  apply to specific data? Set up enrichment rule conditions

Set up enrichment rule conditions

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:
  • Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the records to which the enrichment rule applies. The inquiry only queries the table as defined for the enrichment rule.
  • Dynamic query: Use a dynamic query to define the records to which the enrichment rule applies. Before you can set up a condition 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.

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Activities

Name Responsible Description

Set up dynamic queries

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:

  • An enrichment rule of type Data query.
  • An action rule of type Data query.
  • A condition that is applied to a validation rule, duplicate check rule, or action rule.
  • A configurable lookup of type Dynamic query. You can apply the configurable lookup on a validation rule of type Configurable lookup.

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.

You can add enrichment lines in these ways:

  • Manually.
  • Select the target fields from a page.

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:
  • Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the records to which the enrichment rule applies. The inquiry only queries the table as defined for the enrichment rule.
  • Dynamic query: Use a dynamic query to define the records to which the enrichment rule applies. Before you can set up a condition 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.

Activities

Name Responsible Description

Set up dynamic queries

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:

  • An enrichment rule of type Data query.
  • An action rule of type Data query.
  • A condition that is applied to a validation rule, duplicate check rule, or action rule.
  • A configurable lookup of type Dynamic query. You can apply the configurable lookup on a validation rule of type Configurable lookup.

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.

You can add enrichment lines in these ways:

  • Manually.
  • Select the target fields from a page.

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:
  • Inquiry: Use the standard D365 F&SCM Inquiry (SysQueryForm) page to define the records to which the enrichment rule applies. The inquiry only queries the table as defined for the enrichment rule.
  • Dynamic query: Use a dynamic query to define the records to which the enrichment rule applies. Before you can set up a condition 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.
Related to Notes

Set up enrichment rule of type Data query

 		 

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