---
title: "Set up Master Data Management integration"
slug: "set-up-master-data-management-integration-data-entry"
description: "Create master records in Master Data Management Studio from data entry workflows, enabling efficient data transfer and management for your organization."
tags: ["Task", "Data Entry Wokflow", "DEW"]
updated: 2026-07-03T13:37:43Z
published: 2026-07-03T13:37:43Z
canonical: "docs.staedean.com/set-up-master-data-management-integration-data-entry"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Master Data Management integration

You can create master records in the Master Data Management Studio from a data entry workflow. If creating master records is enabled, and entered data is transferred to the target table, a master record is created for the applicable master data entity. Use the Master Data Management Studio to further process the master record. For more information, refer to [Master Data Management Studio](/data-management/docs/master-data-management-studio).

You can only setup the creation of master records from a data entry workflow template:

- If the Master Data Management Studio is installed on the same environment as Data Entry Workflow.
- For steps for which **Transfer to target** is enabled or for the last step of the data entry workflow template.

### Steps

1. Go to **Data entry workflow** > **Design** > **Data entry workflow templates**.
2. In the list, click the link of the desired data entry workflow template.
3. Click **Edit**.
4. In the **Workflow** diagram section, select the desired step.

> [!NOTE]
> **Note**
> 
> - Make sure the **Steps** section is in edit mode.
> - You can also select the desired step in the **Steps** section, in the tree.
5. In the **Steps** section, click the **Master data management** tab.
6. Click **Add master data entity**.
7. Define the data entry workflow document record for which master records must be created in the Master Data Management Studio.

In the **Document record** field, enter or select a value.
8. Define the master data entity that is used to create the master records.

In the **Master data type ID** field, enter or select a value.
9. Define the master record status to be applied to the created master records:

In the **Master data status** field, select an option.

> [!NOTE]
> **Note**
> 
> If you want to send master data automatically to the target companies, select the '**Released**' status.
  - **New**: The master record is created.
  - **Approved**: The master record is created and automatically approved.
  - **Released**: The master record is created, automatically approved, and automatically released.
10. If **Send master data** is enabled, you can define when the released master records are sent to the target companies.

In the **Planned send day** field, enter or select a value.

> [!NOTE]
> **Note**
> 
> To define a planned send day, on the **Master data management** tab, click **Planned send days**. Click **New**, fill in the fields, and close the **Planned send days** page.
11. You can send master data automatically to the target companies.

Select the **Send master data** check box.

> [!NOTE]
> **Note**
> 
> If you select the **Send master data** check box, automatically the **Master data status** is set to '**Released**'.
12. In Master Data Management Studio integration, you can indicate if company selection is enabled when data is transferred to target.

If the **Show company selection** check box is:

Select the **Show company selection** check box.

> [!NOTE]
> **Note**
> 
> Company selection only works if for the applicable master data entity the **BisMdmHandlerDewCompanySelection** handler is selected.
  - **Cleared**, the data is transferred to all companies as defined for the master data entity.
  - **Selected**, on the workflow task dialog, you must select the companies to which the data is transferred. Only select companies that are defined as target company for the master data entity. The data transfer is skipped for selected companies that are not defined as target company for the master data entity.
13. If a master record was already distributed to companies via Master Data Management Studio, you can control how the previously subscribed companies are handled when the record is modified and redistributed.

The **Distribution method with existing subscription** field has these options:

In the **Distribution method with existing subscription** field, select an option.

> [!NOTE]
> **Note**
> 
> - You can only use this option if the **Show company selection** check box is selected.
> - To use this feature, you must be on Master Data Management Studio version 10.0.46.71.
  - **None**: You manually select the target companies during approval.
  - **All companies**: All previously subscribed companies are automatically selected and locked. You cannot edit the selection.
  - **Selected companies**: The previously subscribed companies are preselected. You can add or remove companies.

## Related

- [Master data management studio integration](/master-data-management-studio-integration.md)