Selection management

Dawid Kaczmarek Updated by Dawid Kaczmarek

Click area page node: Global data management -> Management -> Setup -> Selection.

The selection management form is used to set up conditions of data synchronization with various companies.

The selection management form is used to set up conditions of data synchronization with various companies.

Push method: identifies the method used for pushing data from the global to the local companies.

The Push method has the values "Manual" and "Batch"

  • Manual: the user must manually push or pull new record/modifications.
  • Batch: a batch job triggers push of new records and modifications. Be aware of the Batch Options: Push requires existing record in the local company. If the option is set to
No: All new and modified records will be synchronized.

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Yes: The record is only synchronized, when it has previously been synchronized to the local company with manual push/pull.

Yes: The record is only synchronized, when it has previously been synchronized to the local company with manual push/pull.

Enable query: enables the Edit query menu, that gives the opportunity to make criteria on which data to push.

The selection is entered as a Query with the option to use criteria for all fields in the specified and/or joined tables.

In this example on the CustTable only customers with a group that starts with “1” will be pushed to the companies in company group “USPI”.

There is an additional requirement to be able to control products/items at a more detailed level. For products (InventTable) it is possible to select both via a standard D365FO query and by selecting the product hierarchies / categories.

There is an additional requirement to be able to control products/items at a more detailed level. For products (InventTable) it is possible to select both via a standard D365FO query and by selecting the product hierarchies / categories.

Pointing at one or several Product hierarchy/categories during a Cepheo GDM synchronization will allow the system to detect the products that are associated with the hierarchy/category.

Pointing at one or several Product hierarchy/categories during a Cepheo GDM synchronization will allow the system to detect the products that are associated with the hierarchy/category.

Active: activates the selection (see 4.6.1 Mark records for update)

Company groups: the company groups that are part of this selection. The table setup is not valid before at least one company group/local company has been assigned.

To add a company group to the Selection management form, click Add companies group button, set checkbox for necessary Company groups and click Ok button (see 4.6.1 Mark records for update).

Company distribution: allows for granularly add mapping for each global company record to each local company. This is done by defining a mapping table called “distribution table”. This table or view should contain at least two mandatory columns:

  • Foreign Key - column used for defining relation to data table
  • Target Company - column used for defining the mapping to local company

To use this feature, Global Data Management needs to know following parameters:

  1. Distribution table - name of table or view to be used as “distribution table”
  2. Target relation field - foreign key column on “distribution table’
  3. Source relation field - unique key column on “data table”
  4. Company distribution field - target company column on “distribution table”.

Distirbution tables should be implemented by customers as needed. GDM is delivered with a pre-defined distribution table for InventTable. This can be found in Global Data Management -> Inquiries -> Company distribution -> Item companies.

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Mark records for update
When one or more company groups are added to a selection the user will be asked if records should be marked for update.

When one or more company groups are added to a selection the user will be asked if records should be marked for update.

Yes: will make sure the records are ready to be pushed to all the companies in the group when the batch job runs.

A similar question will appear when performing one of the following actions:

  • When a new company is added to a company group, that are included in active selections
  • When a selection is set to Active

If choosing the No button, the records must be pushed later. This could be the case if eg. a company is added, and the customers already exist in the company. If this is the case, the job Relating existing records must be run before pushing records. Detailed description can be found in section 8.3 Relating existing records.

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Push records

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