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For AX 2012 sharing customers/vendors via virtual companies was the solution. In D365 for Operations, how are you able to accomplish this to maintain the same customer and vendor account number across all legal entities? I saw something about master data, but it didn't show sharing the customer/vendor number. This is extremely important for reporting and centralized payments. Thanks!
Centralized payments is based on the global address book (party records) which has the link of customers/vendors in multiple legal entities. The same link can be used for reporting. This was already possible in AX2012. However some persons preferred to share the master tables. Sharing master tables is not supported anymore in D365. It is possible to 'share' some setup tables only. Virtual companies have been depreciated. It would be possible to copy customers/vendors using data entities.
In my opinion it makes more sense to have the master tables not shared to be able to setup company specific settings per customer/vendor like payment conditions, default site/warehouse and dimensions.
Thank you for your reply. I appreciate your opinion of the different methods of sharing data. I could go into a discussion of the time saving virtual companies (with customizations) has over going to the partyid, but since virtual companies are depreciated, there is really no need for those details and its based on each business scenario. However, I have additional questions on the response. When you have multiple legal entities having the same account number for example, Cust-10001 is in legal entities Contso Europe, Contoso US, Contoso Australia with all the same customer number. What is the best way to maintain this consistency of the same customer number in D365? You mention data entities, how would that be accomplished? If anyone has done this, I would appreciate any feedback. Thanks!
the solution will be to tweak the new tool available under System Administration -> Setup -> Configure cross-company data sharing to replicate automatically records across multiple companies for specific tables. I say tweak simply because the tools allows only the addition of config tables rather that "master data" tables. Once you change this block, you'll be able to use this tool that replicates changes across multiple entities near-real-time.
I hope this helps.
We are looking to share vendors across multiple organizations (LEs) in D365 FO 7.3. Were you able to accomplish this via a modification to the table group for VendTable? If not, how did you accomplish this for the table group = Main Table?
Luca how is this done, can you provide more information or a link to anything on the web that provides details?
As of version 8.0, there is a preview for sharing customer and vendors. Have a look at the documentation: docs.microsoft.com/.../cross-company-data-sharing
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