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Copy Master Data Actions when copying Lot Numbers or Serial Numbers

Copying Items, Customers, Vendors or Batch Numbers
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Sune Lohse, Chief Strategy Officer

With master data information copy functionality.

We have a funny little thing called copy master data action, and it only applies to serial numbers or lot numbers.

So if you look at the page called Copy master Data Action, I have set up here on the serial number table, which is 65 0 4.

Some actions in here on always skip and always change.

And let’s see what this is all about.

If I use my similar number information with master data For, in my example, allocating computers to the employee, but it could also just be for normal purposes of similar numbers that you will allocate all kinds of master data to your similar numbers and you would like to use the copy functionality.

So when you create a new serial number, you’ll like to transfer the master data as well.

But when you cover the similar number, you’re gonna only select to copy information, value and value, but not specific fields.

So in this scenario it says that my information value is allocated on this serial number, whereas it could have been reserved or not allocated.

It has some values in the assigned date, so I assigned it on this specific date, it’s created on this date, and the last service date was whatever date.

But when I come to this functionality, I would like it to remove the employee number because it’s not allocated.

I would like the allocated value to be not allocated.

I would like it to delete the assigned date since it’s not assigned yet and the last service date.

But I would like to maintain the created date.

So that’s the functionality I’d like to skip.

So if we look at the copy master data action, again, this is exactly the setup we have here.

The employee should always be skipped the information value, but just left blank.

The allocated accessory allocated should always be set to a accessory allocated nut.

And the assigned date and last service date should always be skipped.

This means if we copy this one, let’s just take the first one we looked at here, copy the serial number, and we just make a simple test with a serial number here, And I’ll expect it to be on top of it up here.

And I’ll look at my specification.

I can see now that my, my allocated, uh, accessory allocated is not allocated.

The employee is removed and the two date is removed.

So now this is a more clean master data setup that I’d like to use.

Otherwise, it make do wrong.

So, but this way it’s easy for me to manipulate lot number and master data, a lot number and serial number information when copying master data, copying new numbers, and then having to enter those information to make sure it’s put in correctly.

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