1. Data Management
  2. Master Data Management Studio
  3. Working with MDM studio - Source company

Manage master data

You manage master data in the source company. This is the company that owns and manages the master data. In this company, you edit, approve, release, and send the master data. The users who can manage the master data are the data stewards as defined in the source company.


Data steward (Source company) Data steward (Source company) Start Start Define master records Define master records For each master data entity, you can define which records are master records. To make a master data entity record a master record, subscribe it to a company. If a master data entity record has a subscription to a company, the record is defined as master data for that company. Procedure 1. Click Master data management - Setup. 2. Click the Master data entities tab. 3. In the list, find and select the desired master data entity. 4. To open the list of records for the selected master data entity, click Available records. Note: On the Available Records page: The fields displayed in the left pane are defined in the Display Fields section of the master data entity. These fields can be used to find and select the desired record. An available record may already be designated as master data. If so, the right pane will show the master data settings, including details such as the source company, target company subscriptions, and field values. 5. In the list, find and select the desired record. 6. Click Create master data. 7. Select a company to create subscriptions to the available record. You can select companies of type: Standard or External: Adds a subscription to the selected company only. Target group: Creates a separate subscription for each company in the target group, referencing the target group for clarity. Subscriptions are only created for target group companies without a subscription to the master data record. Hierarchy: Creates a separate subscription for each child company of the current company in the organization hierarchy, referencing the target group for clarity. On the dialog, in the list, select the desired companies. Note: You only can select companies that are defined in the messages setup of the master data entity. Subscriptions are created only for companies without a subscription to the master data record. 8. Click OK. Note: As a result, the selected companies are added to the subscriptions of the master record. If you create a master record 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. 9. Refresh the page. 10. Close the page. Notes As a data steward of the source company, you can also define master records directly from a D365 F&SCM record page. For example, if you have defined a master data entity for the VendTable, on the vendors pages, you can define a vendor as master record. To do so, for example: Go to the All vendors page. Find and select the desired vendor. On the Action pane, on the Master data management tab, click Create master data. On the dialog, in the list, select the desired companies. Click OK. Maintain master records

Maintain master records

A master record is a master data entity record that is subscribed to one or more companies. For these companies, the record serves as master data. You can send each new or changed master record to the defined companies.

Errors occurred  when the master  data was sent? Errors occurred  when the master  data was sent? Monitor master data errors Monitor master data errors As a data steward in the source company, you can monitor the errors that occurred when master data was sent to the target company. You can monitor master data errors on the Master data management - Operation workspace, on the Master data errors tab. This tab shows the same data as the Master data inbox in the target company. However, here only the master data records are shown for which an error occurred when sent. The error can for example be a data error, an error in the message, or an error in the message run. To investigate the master data error, you can follow the steps to: Monitor the master data inbox. Monitor the master data staging journal, if staging is applicable. End End Yes No

Activities

Name Responsible Description

Define master records

Data steward (Source company)

 		For each master data entity, you can define which records are master records. To make a master data entity record a master record, subscribe it to a company. If a master data entity record has a subscription to a company, the record is defined as master data for that company.

Maintain master records

Data steward (Source company)

 		A master record is a master data entity record that is subscribed to one or more companies. For these companies, the record serves as master data. You can send each new or changed master record to the defined companies.

Monitor master data errors

Data steward (Source company)

As a data steward in the source company, you can monitor the errors that occurred when master data was sent to the target company.

You can monitor master data errors on the Master data management - Operation workspace, on the Master data errors tab. This tab shows the same data as the Master data inbox in the target company. However, here only the master data records are shown for which an error occurred when sent.

The error can for example be a data error, an error in the message, or an error in the message run.

To investigate the master data error, you can follow the steps to:

  • Monitor the master data inbox.
  • Monitor the master data staging journal, if staging is applicable.

Maintain master records

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