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

Set up master data entities

Use a master data entity to define:

  • Which table holds master data.
  • Who sends this master data.
  • Where you send this master data to.
  • How you select the right master record.

Prerequisites:

  • Organization hierarchy setup
  • Company setup
  • Connectivity studio setup

For a master data entity, you can:

  • Initialize master records for an existing source company and an existing target company. Where the data already exists in both the source company and the target company.
  • Initialize master data in a new company.


Application Consultant Application Consultant Start Start Set up master data entity Set up master data entity Use a master data entity to define: Which table holds master data. Who sends this master data. Where you send this master data to. How you select the right master record. This topic explains the basic setup of a master data entity. Procedure 1. Click Master data management - Setup. 2. On the Master data entities tab, click New. 3. Sub-task: Define general settings. 4. In the Master data type ID field, type a value. 5. In the Record table field, enter or select a value. 6. In the Identification Field name field, enter or select a value. 7. In the Master inbox display Field name field, enter or select a value. 8. In the Display method field, enter or select a value. 9. Sub-task: Define Handler. 10. In the Custom section, in the Handler field, enter or select a value. Note: Currently, one predefined handler is available: BisMdmHandlerStandard 11. Select the Execute staging check box. 12. Close the page. Which master data  entity message type? Which master data  entity message type? Set up master data entity message - Standard, External, or Target group Set up master data entity message - Standard, External, or Target group To distribute master data in MDM studio, Connectivity studio messages are used. For a master data entity, you can define the messages that are used to send master data: From a source company to a target company. From a source company to a staging journal. From a source company to a target group. From a staging journal to a target company. This topic explains how to set up a master data entity message of type Standard, External, or Target group. Prerequisites: Company setup Connectivity studio setup (messages) 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 Messages section. 5. Click New. 6. In the Type field, select 'Standard', 'External', or 'Target group'. 7. In the Source company field, enter or select a value. 8. In the Target company field, enter or select a value. 9. In the Message field, enter or select a value. 10. In the Staging field, enter or select a value. 11. If you use the MDM staging journal, you can compare data. You can compare the current target company values with the values as sent from the source company to the staging journal. To compare the data, a data comparison must be generated. You can have the data comparison generated when the message is run that sends data from the source company to the MDM staging journal. Select the Generate compare data check box. Note: If you generate a data comparison, you can also apply a staging journal validation. This validation defines what happens with journal lines with data differences. To apply a staging validation, in Connectivity studio, in the Staging display options, for the desired record, set up a validation with the BisValidationMdmDifference validation class. The Exception behavior and Type settings of the validation setup define what happens if differences are found. For more information, refer to Set up staging validations. 12. Select the Execute staging check box. 13. Close the page. Set up master data entity message - Hierarchy Set up master data entity message - Hierarchy To distribute master data in MDM studio, Connectivity studio messages are used. If you use an organization hierarchy to define a source company and target companies for master data distribution, set up master data entity messages of type Hierarchy. An organization hierarchy has several levels of companies (legal entities) between which you can distribute master data. The master data distribution between two organization hierarchy levels is called a layer. For each master data distribution layer, define the messages that are used to send master data: From a source company to target companies. From a source company to staging journals. From a staging journal to a target company. Prerequisites: Organization hierarchy setup Company setup Connectivity studio setup (messages) 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 Messages section. 5. Click New. 6. In the Type field, select 'Hierarchy'. 7. In the Target company field, enter or select a value. 8. Click Save. 9. Sub-task: Set up master data distribution layer messages. 10. In the Messages list, find and select the desired record of type Hierarchy. 11. Click Hierarchy messages. 12. Click New. Note: The layers are numbered automatically. The sequence of numbering is top-down in the organization hierarchy. The first time you define layer messages, the first layer is already created. You can start filling the fields immediately. 13. In the Message field, enter or select a value. 14. In the Staging field, enter or select a value. 15. If you use the MDM staging journal, you can compare data. You can compare the current target company values with the values as sent from the source company to the staging journal. To compare the data, a data comparison must be generated. You can have the data comparison generated when the message is run that sends data from the source company to the MDM staging journal. Select the Generate compare data check box. Note: If you generate a data comparison, you can also apply a staging journal validation. This validation defines what happens with journal lines with data differences. To apply a staging validation, in Connectivity studio, in the Staging display options, for the desired record, set up a validation with the BisValidationMdmDifference validation class. The Exception behavior and Type settings of the validation setup define what happens if differences are found. For more information, refer to Set up staging validations. 16. Select the Execute staging check box. 17. Close the page. 18. Close the page. Set up display fields for master data entity Set up display fields for master data entity For a master data entity, you can define display fields. These display fields are the fields that are shown on the Available records page. You are advised to at least set up an identification field as display field. So, you can see which records are released and which records are not released. 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 Display fields section. 5. Click New. Note: You can select the desired fields. To do so, in the Display fields section, click Select fields. On the dialog, select the desired fields, and click OK. 6. In the Table name field, enter or select a value. 7. In the Field name field, enter or select a value. 8. In the Display method field, enter or select a value. 9. Sub-task: Define range. 10. Click the Range tab. 11. Click New. 12. In the Table name field, enter or select a value. 13. In the Field name field, enter or select a value. Note: You can use any field of the record table to define a range. So, you can use different fields compared to the defined display fields. 14. In the Range field, enter or select a value. 15. Close the page. Set up validations for master data entity Set up validations for master data entity For a master data entity, you can define the applicable validations. A validation is applied when you approve master data. If the master data is invalid, the master data is not approved. These validation classes are delivered with MDM studio: BisMdmValidationCustomerContactPerson: Checks if the contact person is defined. BisMdmValidationCustomerBankAccount: Checks if the bank account is defined. Only apply these validations if the Record table is 'CustTable'. You can create custom validation classes. To do so, extend the BisMdmValidationBase class. 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. 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 Validations section. 5. Click New. Note: You can also initialize the validations. If validation classes exist for the record table, these validation classes are automatically added. 6. In the Class name field, enter or select the desired validation class. 7. Select the Active check box. 8. Close the page. Set up dynamic menu form setup for master data entity Set up dynamic menu form setup for master data entity 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) 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. In the Form name field, enter or select a value. 7. 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. Initialize? Initialize? Initialize master records Initialize master records For a master data entity, you can initialize master records for an existing source company and existing target company or target group companies. You can use this initialization if the master data already exists in both the source company and the target company or target group companies, but no master records exist for this data. For example, previously, you managed master data in another way than with Master Data Management Studio. As a result, for the defined master data entity table, for the data that exists in both the source company and the target company or target group companies: Master records are created. Subscriptions for the target companies are created for the master data entity records. Note: If you initialize master records for 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. No data is pushed from the source company to the target companies. 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 master data. 7. Click OK. 8. Close the page. Notes If you initialize master records for a message of type 'Hierarchy', master records are created for each source and target combination in the organization hierarchy. Initialize master data in new company Initialize master data in new company 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. 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. End End Standard, External, Target group Hierarchy Yes, initialize master  records for existing  companies and data Yes, initialize master  data in a new  company No

Activities

Name Responsible Description

Set up master data entity

Application Consultant

Use a master data entity to define:

  • Which table holds master data.
  • Who sends this master data.
  • Where you send this master data to.
  • How you select the right master record.

This topic explains the basic setup of a master data entity.

Set up master data entity message - Standard, External, or Target group

Application Consultant

To distribute master data in MDM studio, Connectivity studio messages are used.

For a master data entity, you can define the messages that are used to send master data:

  • From a source company to a target company.
  • From a source company to a staging journal.
  • From a source company to a target group.
  • From a staging journal to a target company.

This topic explains how to set up a master data entity message of type Standard, External, or Target group.

Prerequisites:

  • Company setup
  • Connectivity studio setup (messages)

Set up master data entity message - Hierarchy

Application Consultant

To distribute master data in MDM studio, Connectivity studio messages are used.

If you use an organization hierarchy to define a source company and target companies for master data distribution, set up master data entity messages of type Hierarchy.

An organization hierarchy has several levels of companies (legal entities) between which you can distribute master data. The master data distribution between two organization hierarchy levels is called a layer.

For each master data distribution layer, define the messages that are used to send master data:

  • From a source company to target companies.
  • From a source company to staging journals.
  • From a staging journal to a target company.

Prerequisites:

  • Organization hierarchy setup
  • Company setup
  • Connectivity studio setup (messages)

Set up display fields for master data entity

Application Consultant

For a master data entity, you can define display fields. These display fields are the fields that are shown on the Available records page.

You are advised to at least set up an identification field as display field. So, you can see which records are released and which records are not released.

Set up validations for master data entity

Application Consultant

For a master data entity, you can define the applicable validations.

A validation is applied when you approve master data. If the master data is invalid, the master data is not approved.

These validation classes are delivered with MDM studio:

  • BisMdmValidationCustomerContactPerson: Checks if the contact person is defined.
  • BisMdmValidationCustomerBankAccount: Checks if the bank account is defined.

Only apply these validations if the Record table is 'CustTable'.

You can create custom validation classes. To do so, extend the BisMdmValidationBase class.

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.

Set up dynamic menu form setup for master data entity

Application Consultant

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)

Initialize master records

Application Consultant

For a master data entity, you can initialize master records for an existing source company and existing target company or target group companies.

You can use this initialization if the master data already exists in both the source company and the target company or target group companies, but no master records exist for this data. For example, previously, you managed master data in another way than with Master Data Management Studio.

As a result, for the defined master data entity table, for the data that exists in both the source company and the target company or target group companies:

  • Master records are created.
  • Subscriptions for the target companies are created for the master data entity records.
    Note: If you initialize master records for 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.
  • No data is pushed from the source company to the target companies.

Initialize master data in new company

Application Consultant

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.

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