1. Data Management
  2. Master Data Management Studio
  3. Setting up MDM studio

Set up companies

In MDM studio, you define where you want to send your data to and who can do so. You can set up companies of these types: 

Type Description
Standard

Set up a standard company for each D365 F&SCM company that you use to distribute master data. A standard company is required for each source and each target company.

For each standard company, define the data stewards. A data steward is a user in D365 F&SCM who can send and release master data for the source company and can receive the data for the target company.
Note: A target company data steward must have full access rights in the target company and read access rights in the source company.
External Set up an external company for each external application to which you want to send master data.
Target group If you send the same data in the same way to several companies, you can group these companies in a target group. You are advised to use separate groups for standard companies and external companies. The data stewards, as defined in the standard companies, are also used for a target group. 
Hierarchy

You can use an organization hierarchy to define the source company and target companies for master data distribution. To be able to use an organization hierarchy for master data distribution, set up a company of type 'Hierarchy' and link the organization hierarchy to it.

Note: Make sure that each legal entity in the organization hierarchy is set up as a master data company as well. This is required because of the company-specific data steward setup.


Application Consultant Application Consultant Start Start Company or  hierarchy? Company or  hierarchy? Send data  within or from  D365 F&SCM? Send data  within or from  D365 F&SCM? Set up standard company Set up standard company Set up a standard company for each D365 F&SCM company that you use to distribute master data. A standard company is required for each source and each target company. For each standard company, define the data stewards. A data steward is a user in D365 F&SCM who can send and release master data for the source company and can receive the data for the target company. Note: A target company data steward must have full access rights in the target company and read access rights in the source company. Procedure 1. Click Master data management - Setup. 2. Click the Companies tab. 3. Click New. 4. In the Company accounts ID field, enter or select a value. 5. Expand the Data stewards section. 6. Click New. 7. In the Data stewards field, enter or select a value. 8. Close the page. Set up external company Set up external company Set up an external company for each external application to which you want to send master data. Procedure 1. Click Master data management - Setup. 2. Click the Companies tab. 3. Click New. 4. In the Type field, select 'External'. 5. In the ID field, enter the name of the external application. 6. Expand the Data stewards section. 7. Click New. 8. In the Data stewards field, enter or select a value. 9. Close the page. Combine companies  in a target group? Combine companies  in a target group? Set up target group Set up target group If you send the same master data in the same way to several companies, you can group these companies in a target group.  You are advised to use separate target groups for standard companies and external companies. Procedure 1. Click Master data management - Setup. 2. Click the Companies tab. 3. Click New. 4. In the Type field, select 'Target group'. 5. In the ID field, type a value. 6. Expand the Target companies section. 7. Click New. 8. In the Company field, enter or select a value. Note: To a target group, you can only add companies of type 'Standard' or 'External'. 9. Close the page. Notes You can delete a company from a target group. However, a master data subscription can exist for the company. In this case, if you delete the company from the target group, you get these options: Option Description Yes The company is deleted from the target group and all master data subscriptions for the company are deleted as well. No The company is deleted only from the target group. Cancel Nothing is deleted.   Set up hierarchy company Set up hierarchy company You can use an organization hierarchy to define the source company and target companies for master data distribution. To be able to use an organization hierarchy for master data distribution, set up a company of type 'Hierarchy' and link the organization hierarchy to it. Note: Make sure that each legal entity in the organization hierarchy is set up as a master data management company as well. This is required because of the company-specific data steward setup. Procedure 1. Click Master data management - Setup. 2. Click the Companies tab. 3. Click New. 4. In the Type field, select 'Hierarchy'. 5. In the ID field, type a value. 6. In the Organization hierarchy field, enter or select the desired organization hierarchy. 7. Close the page. End End Company Hierarchy Within  D365 F&SCM From  D365 F&SCM Yes No

Activities

Name Responsible Description

Set up standard company

Application Consultant

Set up a standard company for each D365 F&SCM company that you use to distribute master data. A standard company is required for each source and each target company.

For each standard company, define the data stewards. A data steward is a user in D365 F&SCM who can send and release master data for the source company and can receive the data for the target company.
Note: A target company data steward must have full access rights in the target company and read access rights in the source company.

Set up external company

Application Consultant

 		Set up an external company for each external application to which you want to send master data.

Set up target group

Application Consultant

If you send the same master data in the same way to several companies, you can group these companies in a target group. 

You are advised to use separate target groups for standard companies and external companies.

Set up hierarchy company

Application Consultant

You can use an organization hierarchy to define the source company and target companies for master data distribution. To be able to use an organization hierarchy for master data distribution, set up a company of type 'Hierarchy' and link the organization hierarchy to it.

Note: Make sure that each legal entity in the organization hierarchy is set up as a master data management company as well. This is required because of the company-specific data steward setup.

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