Master Data Sync in Business Central lets you synchronize only part of a table to your subscribers instead of sending the entire table. You set this up by adding a record filter on the template that controls which records get synchronized.
In the example used here, you filter items by their Inventory Posting Group so that only finished items are sent. Items with the Inventory Posting Group set to semi-finished, such as item 1100, are excluded from the synchronization.
When you apply a record filter to a template, that filter is also added to the sub-templates connected to the main template. This means the sub-templates only send the records that match the filter on the main table.
Synchronizing only part of a table with Master Data Sync
Master Data Sync gives you the option to synchronize a part of a table to your subscriber, rather than the whole thing. This is useful when you only want certain records to flow to your subscribers.
In this example, the goal is to synchronize only the items that are finished items, and leave the rest out.
Setting up a record filter on the item template
Start from the templates that are under development, where you find the template for items.
Before adding the filter, the record data of the template includes all items, including those that do not have their Inventory Posting Group set to finished. For example, item 1100 has the Inventory Posting Group set to semi-finished, so it is included at this point.
To narrow this down, open the template that is under development and go to the setup. From there, open the record filters and go to the filter settings.
Find the field called Inventory Posting Group. Because this is an option field with option values, you can easily mark the value you want. In this case, mark finished.
You also choose which fields you want included. In this example, only the Inventory Value field is needed in the table. Confirm with OK, and the filter is set.
Releasing the template and checking the result
Once the filter is in place, set the template to released. After that, go to the record data to check the result.
You will now see that item 1100 is no longer included in the record data, because it does not match the finished filter.
How the filter applies to sub-templates
The filter you set is also added to the sub-templates connected to the main template. This means the synchronization only sends the records that are included in the main table. The sub-templates that connect to the main template send the same filtered set of records, so semi-finished items like item 1100 are not synchronized at any level.
Q&A
Can you synchronize only part of a table with Master Data Sync?
Yes. Master Data Sync lets you synchronize only a part of a table to your subscriber by adding a record filter to the template, so only the records you choose are sent.
How do you filter items so only finished items are synchronized?
Open the item template under development, go to setup and then record filters, and open the filter settings. Find the Inventory Posting Group field and mark the value for finished. After releasing the template, only finished items are included.
Does a record filter on the main template also affect sub-templates?
Yes. The filter you set on the main template is automatically added to the connected sub-templates. The sub-templates only send the records that match the filter on the main table.
What happens to an item that does not match the filter?
It is excluded from the record data and is not synchronized. For example, item 1100 has its Inventory Posting Group set to semi-finished, so after applying a finished filter it no longer appears in the record data and is not sent.