Relations

A master data distribution is defined by a master data relation. This has a header/line structure and is displayed on the Relation page. A relation is defined by:

To create a relation in the MDM Role Center page, execute the action Setup >> Table Relations.

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All created relations are shown in the page Relation List. Use the Relation Card page for editing.

All created relations are displayed on the MDM Relation List page.

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Relation List

Show Linked Server

Displays the Linked Server field.

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Attention: A name is only displayed in the Linked Server field if it was assigned in the MDM Databases page.

Release Selected Relations

Checks the selected relations and releases them for distribution. When released, the data of the selected tables are initially transferred from the source company to the target company according to the selected settings and the status of the relation is set to Released.

In addition, for released relations, changes to the record (insert, modify, delete) are transferred from the source company to the target company according to the settings.

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Attention: If a relation is created, the records of the table in the target company cannot be changed (insert, modify, delete) and an error message is displayed. A change is only possible if the Decentralized Data field is activated for the relation.

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Release without Update

Checks the selected relations and releases them for distribution. However, records that were changed while the relation was open are not distributed to the target company.

In addition, for released relations, changes to the record (insert, modify, delete) are transferred from the source company to the target company according to the settings.

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Attention: If a relation is created, the records of the table in the target company cannot be changed (insert, modify, delete) and an error message is displayed. A change is only possible if the Decentralized Data field is activated for the relation.

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Reopen Selected Relations

Opens the selected released relations in order to be able to edit them if necessary. No changes to records (insert, modify, delete) are transferred from the source company to the target company for opened relations.

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Suggest Missing Relations

Searches in the relation lines for table relations that have not yet been created for the target company. Table relations that have not yet been created are then displayed on the MDM Extended Tables List page and can be created automatically from there.

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In the example, the missing relations for Table 4 Currency and Table 323 VAT Business Posting Group are proposed for Table 6 Customer Price Group.

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New relations are created for all selected records when you close the MDM Extended Tables List page with OK.

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Suggest Missing Relations (recursive)

Checks the created table relations recursively whether they have further relations to other tables. Table relations that have not yet been created are then displayed in the overview MDM Extended Tables List and can be created automatically from there.

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In the example, the missing relations for Table 4 Currency are suggested.

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New relations are created for all selected records when you close the MDM Extended Tables List page with OK.

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Copy company settings

Opens the MDM Copy Company page.

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By executing the action Copy Settings all relations of a company are copied to the selected other companies.

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In the example, the relations of company BE-Fashion are copied to the companies Fashion AG - Entw and Fashion GmbH - Entw.

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Relation Card

A table relation can be set up on the MDM Relation page.

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Fields in the relation header

Fields in the relation lines

Tables with the property DataPerCompany = true are not taken into account, since these contain data records for all companies and do not have to be distributed.

When creating the relation rows, the field is always automatically set to true if the field: - is a currency field - is a date field - has a table relation for which no relation yet exists in master data management

Line Options Overview

Relation Line Option Target: Modification allowed Target: Modification synchronized to source Initial Distribution of the field value from source to target Redistribution of the field value when value changed in source Source value is redistributed when relation is released again (target value is overwritten)
Company Specific Record true false false (Target = Initial Field Value) false false
Initial Field true false false (Target = Initial Field Value) false false
Decentralized Field true true true true true
Negate Boolean false false true true true
No Field Consistency Check true false true true true

Actions in the relation header

If the field Review required is set to true in at least one relation line, the relation will not be released and the data will not be distributed.

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If the field Review required is set to true in at least one relation line, the relation will not be released.

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In the example, the missing relations for Table 4 Currency and Table 323 VAT Business Posting Group are proposed for Table 6 Customer Price Group.

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New relations are created for all selected records when you close the MDM Extended Tables List page with OK.

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Attention: The actions for cloning, copying and deleting tables can only be performed for relations that are newly created or for existing relations with Status = Open.

No relations are cloned, copied or deleted for already existing relations with Status = Released.

Suggest missing relations (recursive)

Searches in the relation rows recursively for table relations that have not yet been created. Table relations that have not yet been created are then displayed on the MDM Extended Tables Overview page and can be created automatically from there.

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In the example, the missing relations for Table 4 Currency and 323 VAT Bus. Posting Gr. (Price) and all other needed tables are suggested.

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Find Table Relations for Fields

Determines the table relations for the lines.

Dependencies

Opens the MDM Dependency page for the current table. If no MDM dependency has been defined yet, this will be created if necessary.

Excludes

Opens the MDM Exclusion List page.

Visibility Matrix

Opens the MDM Visibility Matrix page for the current table. If no MDM visibility setup is defined yet, the MDM Visibility Setup page opens (only if the table has the BET MDM Show field).

Substitutions

Opens the MDM Substitution List page.

Actions in the relation lines

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Clones the selected fields of the relation to all companies that already have a relation to the selected table.

Clones the selected fields of the relation to all companies that are defined in the MDM Clients page. Relations that do not yet exist are created.

Copies the selected fields of the relation to all companies that already have a relation to the selected table. Any existing settings will be expanded.

Copies the selected fields of the relation to one or more selected target companies. Any existing settings will be expanded.

Copies the selected fields of the relation to all companies that are defined in the MDM Clients page. Any existing settings will be expanded. Relations that do not yet exist are created.

Deletes the selected fields of the relation in all companies.

Deletes the selected fields of the relation in all companies and resets the field contents.

Attention: The actions for cloning, copying and deleting relation rows can only be performed for relations that are newly created or for existing relations with Status = Open.

No relation rows are cloned, copied or deleted for already existing relations with Status = Released.

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