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Set up enrichment rule of type Transformation list
Activity Flow

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 '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'.

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  transformation list? Need new or changed  transformation list? Set up transformation list Set up transformation list To set up a transformation list action rule, a transformation list is required. If the desired value transformation does not exist, set up a new transformation list or add the transformation to an existing transformation list. For each transformation list, set up the value transformations. For each value transformation, define the source value and the target value. Example: You can set up a transformation list to transform country codes into the relevant currencies for these countries. In this case, the source field is a country field, and the target field is a currency field. If the country is US, and the transformation list action rule is applied, the currency is set to USD. Procedure 1. Click Data quality management. 2. Click Transformation lists. 3. Click New. 4. In the Transformation ID field, type a value. 5. In the Description field, type a value. 6. Click New. 7. In the Source value field, type a value. 8. In the Target value field, type a value. 9. Close the page. Notes You can open both the transformation list and the transformation list values ​​in Excel or export them to Excel. 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 Transformation list Set up enrichment line of type Transformation list 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 Transformation list to find a value using a transformation list and set the found value in the target field of the enrichment rule. Before you can set up a transformation list enrichment line, set up the transformation list to be used. Example: You can set up a transformation list to transform country codes into the relevant currencies for these countries. In this case, the source field is a country field, and the target field is a currency field. If the country is US, and the transformation list enrichment rule is applied, the currency is set to USD. Note: You can set up a transformation list enrichment line only if the enrichment rule event is 'Source field modified'. 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. In the Enrichment lines section, click Add. 6. In the Target data source field, enter or select a value. 7. 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. 8. In the Target field field, enter or select a value. 9. In the Value type field, select 'Transformation list'. 10. Select the Has relation check box. 11. In the Details section, in the Transformation ID field, enter or select a value. 12. In the Filter type field, select an option. 13. In the Filter criteria field, type a value. 14. 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 FO 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 transformation list

Data quality administrator
To set up a transformation list action rule, a transformation list is required. If the desired value transformation does not exist, set up a new transformation list or add the transformation to an existing transformation list.
For each transformation list, set up the value transformations. For each value transformation, define the source value and the target value.
Example:
You can set up a transformation list to transform country codes into the relevant currencies for these countries. In this case, the source field is a country field, and the target field is a currency field. If the country is US, and the transformation list action rule is applied, the currency is set to USD.

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 Transformation list

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 Transformation list to find a value using a transformation list and set the found value in the target field of the enrichment rule.

Before you can set up a transformation list enrichment line, set up the transformation list to be used.

Example:

You can set up a transformation list to transform country codes into the relevant currencies for these countries. In this case, the source field is a country field, and the target field is a currency field. If the country is US, and the transformation list enrichment rule is applied, the currency is set to USD.

Note: You can set up a transformation list enrichment line only if the enrichment rule event is 'Source field modified'.

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 FO 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 transformation list

Data quality administrator
To set up a transformation list action rule, a transformation list is required. If the desired value transformation does not exist, set up a new transformation list or add the transformation to an existing transformation list.
For each transformation list, set up the value transformations. For each value transformation, define the source value and the target value.
Example:
You can set up a transformation list to transform country codes into the relevant currencies for these countries. In this case, the source field is a country field, and the target field is a currency field. If the country is US, and the transformation list action rule is applied, the currency is set to USD.

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 Transformation list

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 Transformation list to find a value using a transformation list and set the found value in the target field of the enrichment rule.

Before you can set up a transformation list enrichment line, set up the transformation list to be used.

Example:

You can set up a transformation list to transform country codes into the relevant currencies for these countries. In this case, the source field is a country field, and the target field is a currency field. If the country is US, and the transformation list enrichment rule is applied, the currency is set to USD.

Note: You can set up a transformation list enrichment line only if the enrichment rule event is 'Source field modified'.

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 FO 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 Transformation list

 		 

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