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

Set up dynamic menu form setup for master data entity
Application task

For a master data entity, you can set up the dynamic form setup.

You can use the dynamic menu form setup for these purposes:

  • Manage master data from a related D365 F&SCM form.
    Setup: To the Action Pane of a form, you can add the Master data management tab. Depending on the company from which you open the form, the Master data management tab has these buttons:
    • Create master data (Shown in source company only.)
    • Master data (Shown in source company only.)
    • Master data inbox (Shown in source company and target company.)
  • In a target company, pull master data from the source company.
    Setup: To the Action Pane of a form, to the Master data management tab, you can add the Pull master data button. (Shown in source company, when opened from target company.)

To manage master data from a D365 F&SCM form, fill in these fields:

  • Form name
  • Data source name
  • Default form (Optional)

To pull master data, fill in these fields:

  • Form name
  • Data source name
  • Pull menu item name
  • Default form (Selected)


Standard procedure

1. Click Master data management - Setup.
2. On the Master data entities tab in the list, find and select the desired master data entity.
3. Click Edit.
4. Expand the Dynamic menu form setup section.
5. Click New.
6. Select the form to which Action Pane you want to add the Master data management tab.
  In the Form name field, enter or select a value.
7. Select the form data source to which the Master data management buttons apply.
  In the Data source name field, enter or select a value.
8.

Pulling master data is enabled only if the:

  • Pull menu item name field is filled.
  • Default form check box is selected.

Select the menu item that is used to open the form for which you want to enable pulling master data.
  In the Pull menu item name field, enter or select a value.
 

Note:

If pulling master data is enabled:

  • In the target company, on the Pull entities form, for the master data entity, on the Action Pane, on the Design tab, the Available records button is available.
  • When you click Available records, the Pull menu item is used to open a form. Note: This form shows the available master data records in the source company. Therefore, the form is opened in the source company instead of the target company.
  • On the opened form, on the Action Pane, on the Master data management tab, the Pull master data button is available. Note: In this case the Create master data button is not available.
9.

Define for which form the Master data management tab is shown on the Action Pane.

If you use the dynamic menu form setup to:

  • Only manage master data from a D365 F&SCM form, you can clear the Default form check box. In this case, the Master data management tab is available only on the Action Pane of the main form of the master data entity table.
  • Also enable pulling master data, you must select the Default form check box for the desired dynamic menu form setup record.
  Select the Default form check box.
 

Note: You can select the Default form check box for one dynamic menu form setup record only.
10. Close the page.
Related to Notes

Set up master data entities

 		 

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