Global Master Data Sync lets you keep master data consistent across companies and partners. The setup happens on the partner card, where each partner is defined as a subscriber. This article walks through the fields on the partner card so you know what each one does before you start syncing.
You assign each partner a unique ID. The ID identifies the partner across all companies and all other partners, so it must not be reused.
You choose how data is exchanged with the Data Exchange Type field. The two options are a direct database transfer or an Azure Blob Storage transfer. Use database transfer when the company is in the same database you are working in. Use Azure Blob Storage when the company is in a separate environment.
You use the On Hold field to pause a subscriber. When On Hold is selected, the IC files are not created, so you can hold the partner until you are ready to send the IC file to them.
The general fields on the partner card
The general area on the partner card holds the core identification of the partner.
- ID is a unique value for the partner. It identifies the partner across companies and across all other partners, so each ID must be unique.
- Description tells you which partner you are dealing with.
- Data Exchange Type is the method you use to exchange data. You can choose a database transfer or an Azure Blob Storage transfer. The choice depends on whether the partner company sits in a separate environment or in the database you are in right now.
- On Hold stops the IC files from being created when it is selected. This lets you put the subscriber on hold until you are ready to send the IC file to the partner.
The Company Name field
The Company Name field specifies the company of the partner. It is most useful with database transfer, because the system then knows which company to send the data to. With Azure Blob Storage you do not need to point at a specific company, so you can define any name that is useful to you here.
The Azure Blob Storage fields
When you use Azure Blob Storage, you set up the connection with these fields:
- Account Name is the storage account name of the Azure Blob Storage.
- Container Name is the container where the files are placed.
When you use a database transfer instead, you specify the company name again so the system knows where the data should go.
Q&A
What does the ID field on the partner card do?
The ID is a unique value that identifies the partner across all companies and all other partners. It must be unique and should not be reused.
What are the options for the Data Exchange Type field?
You can choose a direct database transfer or an Azure Blob Storage transfer. Use database transfer when the company is in the same database you are working in. Use Azure Blob Storage when the company is in a separate environment.
What happens when you set a partner On Hold?
When On Hold is selected, the IC files are not created. This lets you hold the subscriber until you are ready to send the IC file to the partner.
When do you need to set the Company Name field?
The Company Name field is most useful with database transfer, because the system uses it to know which company to send the data to. With Azure Blob Storage you can enter any name that is useful to you.
Which fields do you set for an Azure Blob Storage transfer?
You set the Account Name, which is the storage account name of the Azure Blob Storage, and the Container Name, which is the container where the files are placed.