Set up companies

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In Master Data Management Studio, you define where you want to send your data to and who can do so.

Company types

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.

Flow diagram