You can add new target companies to your D365 F&SCM environment. Based on the source company master data, you can initialize the master data in the new companies. You can do so for a single company or for a target group (several new companies).

As a result, for the defined master data entity table:

  • All records that are marked as master data are released in the source company.
  • The master data is (optionally) sent from the source company to the new target companies.
  • Subscriptions for the new target companies are created for the master data entity records.
    Note: If you initialize a target group, a separate subscription is created for each company in the target group. To each of these company subscriptions, the used target group is added for reference purposes.


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 and on the Master data entities page, change to the Initialization view.
4. Expand the Messages section.
5. In the list, select the desired record.
6. Click Initialize new company master data.
7. On the Initialize master data dialog, you can indicate if the master data is sent immediately.
  Select Yes in the Send master data field.
 

Note: The other Parameters are filled automatically based on the selected record settings.

8. Click OK.
9. Close the page.

Notes

If you initialize new company master data for a message of type 'Hierarchy', the initialization is done for each new company in the organization hierarchy.

Related to Notes

Set up master data entities

 

See also

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