1. Data Management
  2. Master Data Management Studio
  3. Activities

Edit master record
Application task

With MDM studio you can manage master data. For a master data record, you can edit the:

  • Status
  • Responsible data steward
  • Subscribed target companies
  • Related D365 F&SCM record


Standard procedure

1. Click Master data management - Operation.
2. Click the Master data tab.
3. Sub-task: Change master data record status to 'Modify'.
  3.1 On the Master data tab, in the list, find and select the desired master data record.
  3.2 Click Status.
  3.3 Click Modify.
4. On the Master data tab, in the list, click the link of the desired master data record.
5. Click Edit.
6. Sub-task: Change responsible data steward.
  6.1 In the General section, in the Data stewards field, enter or select a value.
 

Note: You can only select a data steward that is defined for the current company.
7. Sub-task: Change subscribed target companies.
  7.1 Expand the Subscription section.
  7.2 Click New.
  7.3

You can select a company to create subscriptions to the master data record.

You can select a company of type:

  • Standard or External: Adds a subscription to the selected company only.
  • Target group: Creates a separate subscription for each company in the target group, referencing the target group for clarity. Subscriptions are only created for target group companies without a subscription to the master data record.
  • Hierarchy: Creates a separate subscription for each child company in the organization hierarchy, referencing the target group for clarity. Subscriptions are only created for organization hierarchy companies without a subscription to the master data record.

The master data record is sent to the newly subscribed companies as well, but only if the subscription status is Released.
  In the Company field, enter or select the desired company or target group.
 

Note:

  • You only can add a subscription for a company that is set up in the Master data management companies.
  • You cannot add a subscription for the current company.
  • Make sure that, on the applicable master data entity, a message exists with the newly subscribed company as the target company.
  • If you add a subscription for a company that belongs to a target group that is used in the related master data entity messages, the target group is added for reference purposes.
  7.4 Click OK.
  7.5 You can undo a subscription for a company.
  In the Subscription list, select the desired subscription.
  7.6 Click Delete.
 

Note: If on the master data entity a message is set up with the deleted company as target company, this message is not considered when you send master data.
  7.7 Click Yes.
  7.8 You can change the subscription status.
For example, when a master data record is pulled from a source company, a subscription is added. You can change the status of the added subscription.
  In the Subscription list, select the desired subscription.
 

Note: To change the subscription status for a target group or hierarchy, select all subscriptions associated with that target group or hierarchy.
  7.9 Click Status, and click the desired next status.
 

Note:

  • If you change the master data record status, the subscription status is changed accordingly.
  • Master data is sent only if the subscription status is Released.
8. Sub-task: Change related D365 F&SCM record.
  8.1 You can edit the D365 F&SCM record that is related to the master data record.
  On the Action Pane, click Available record.
  8.2 Click View details.
 

Note: If a dialog is shown instead of the record details, you can access the related record details page via, for example, the applicable menu or workspace.
  8.3 Click Edit and make the desired changes to the record.
  8.4 Close the page.
9. Close the page.

Notes

  • In Master Data Management studio, splitting target group subscriptions into separate subscriptions for each target group company, is introduced in the Business Integration Solutions 10.0.39.59 version. If you used target group subscriptions in earlier versions, run the 'Update the subscription groups by companies' upgrade script. This script splits your existing target group subscriptions into separate subscriptions for each target group company. To do so, click Master data management > Periodic > Upgrade > Update the subscription groups by companies.
  • If subscriptions are created based on an organization hierarchy, you can view the master data record status in all parent companies in the organization hierarchy. To do so, click Related information, and expand the Parent hierarchy record status FactBox.

Related to Notes

Maintain master records

 		 

See also

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