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Unifying Vendor and Customer accounts across legal entities

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Posted on by CU29041349-0

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Hello:

I don't know if this is a common issue in F&O implementations with multiple legal entities, but we find ourselves in a position where, as an example, we have the same customer who buys from us in multiple legal entities. Each customer has a different customer Id, and although they technically should have the pay terms, as an example, updates aren't always done across all companies as they should. I would like to ask how you all may be dealing with this issue? I've read cross-company data sharing might be a partial solution, but I know nothing about it, and I'd like to hear what other options might be other there. This same issue would apply to vendors as well.

Thanks in advance.

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Dynamics 365 Finance

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Anton Venter 20,656 Super User 2026 Season 1 on at

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Having the same account number (preceded by the legal entity) across all legal entities would be nice to have.
When important data, such as payment terms, is updated in one legal entity, why not have a customization that automatically updates all the other legal entities?
Also, create an overview across all legal entities of important data (e.g., payment terms) so that you can identify issues and correct them.

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CU29041349-0 610 on at

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Hello Anton,

Thank you for your feedback. It seems like there's a ton of customizations involved depending on how deep we'd like to go with synchronizing our data. I'm wondering if you have any thoughts on the cross-company data sharing feature within F&O. Seems to be fairly new, but potentially worthwhile to explore.

Thanks again.

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BillurSamdancioglu 20,713 Most Valuable Professional on at

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HI, You may consider to use the addressbookid as a unique identifier for them all and report accordingly.

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