Pull master data

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In a target company, you can pull master data from the source company.

Prerequisites

You can only pull master data if:

  • You are a data steward in the target company.

  • In the source company, a master data entity exists with this setup:

    • The table for which you want to pull the master data is the Record table.

    • A message exists with the current company as the target company.

    • A dynamic menu form setup exists with the Pull menu item name field filled in, and the Default form check box selected.

  • In the source company, for the record you want to pull to the target company, a master data record exists.

Examples

  • A company has several shops. Each shop is a separate company.

    One of the shops extends the size of a shelf. So, more products can be added to the shelf.

    The data steward of the shop selects and pulls ten products from the source company. These products are added to the product data of the shop (company).

  • A seller wants to create a sales order, but the customer account does not exist in the customer accounts as received from the source company. However, the customer account does exist in the source company.

    The data steward of the current company selects and pull the desired customer account from the source company. This customer account is added to the customer accounts of the current company.

Flow diagram