In Global Master Data Sync, you can assign one or more templates to your partners. This determines which data templates apply when you share master data with each partner. Here is how the assignment works and where you can manage it.
Assigning data templates to a partner in Global Master Data Sync
To assign templates, start by finding the partner you want to work with. You can do this in two places: directly from the partner list, or by opening the partner card. Both options give you access to the same functionality.
From either location, choose Assign Data Template. This opens the list of available templates, where you mark the ones that are relevant for the specific partner.
You have full flexibility in how many templates you assign. You can pick just one, select a few of them, or assign all the templates you have created.
Reviewing assigned templates per partner
Once you have completed the assignment, the templates are linked to the partner. You can see how many data templates are assigned to each partner in two places: in the partner list and on the partner card. This gives you a quick overview of which partners have templates assigned and how many.
Q&A
Where can I assign data templates to a partner in Global Master Data Sync?
You can assign data templates in two places: from the partner list or by opening the partner card. Both options use the same Assign Data Template function.
How many templates can I assign to a single partner?
You can assign as many templates as you need. Pick just one, select a few, or assign all the templates you have created.
How do I see how many templates are assigned to a partner?
The number of assigned data templates is shown both in the partner list and on the partner card, so you get a quick overview per partner.