Approve master record

You can approve the master data records that you have edited.

For the master data entity, a validation can be defined. A validation is applied when you approve master data. If the master data is invalid, the master data is not approved.

Example

A validation rule with the BisMdmValidationCustomerBankAccount class is active for the master data entity.

You try to approve a customer master data record which bank account is not defined. As a result, the customer master data record is not approved. So, you cannot release this customer master data record till you define its bank account.

Steps

1. Click Master data management - Operation.

2. Click the Master data tab.

3. In the list, find and select the record that you want to approve.

4. Click Status.

5. Click Approve.

   Note

   You can also Approve a master record directly from a D365 F&SCM record page (Action pane > Master data management tab). You can only do this if the dynamics menu form setup is defined for the relevant master data entity.