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Copy into legal entity error

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Posted on by CU04091153-0

I am ending with the below error when using the functionality 'Copy into legal entity' to copy data from source to target legal entity under DMF for Expense category entity. All other related entities for expense management setup has copied successfully

Error:

Results. Matching record with key 'CategoryId' : Advertising/Promotions for the data source 'CategoryEntity' does not exist.

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Dynamics 365 Finance

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Navneeth Nagrajan 1,794 Super User 2025 Season 1 on at

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Copy into legal entity error

Hi CU04091153-0,

A few questions:

Assuming that you are using TrvExpenseCategoryEntity to migrate data or import data, have you created the Advertisting Expenses category in the Category master (Expense management -> Setup -> General -> Expense categories) and marked it as UseInExpense? Also, have you defined these parameters in the Expense categories section?

Suggestions:

If the answer to question number 1 is a no, then would recommend you to do the same. Screen clips provide details from the ExpenseCategory screen setup and the backend Category table.
CU04091153-0 63 on at

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Copy into legal entity error

Hi Salim,

Thank you for suggesting related thread. However, I have not made any changes to the standard Expense category entity. I have checked the mapping of the entity in the target entity and there is no difference from the Source entity.
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Saalim Ansari 495 on at

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Copy into legal entity error

Hii @CU04091153-0,

You can follow this thread — it might be somewhat related to your issue and could offer useful insights:

🔗 https://preview.community.dynamics.com/forums/thread/details/?threadid=409f6fc1-dc7f-46c8-a572-3a4905767e02

Hope this helps

Saalim
CU04091153-0 63 on at

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Copy into legal entity error

Hi Salim

Thank you for detailed instruction for how to check the mapping.

I have checked the mapping for Expense category entity and it has the Source & Staging field as 'Expense Category' which I think is the field for Category Id.
Saalim Ansari 495 on at

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Copy into legal entity error

Hii @CU04091153-0,

Steps to check mapping:

Go to System Administration > Data Management.

Open the Data project used for the migration.

Click View Mapping on the entity (like EcoResCategory or LedgerCategory).

Review how source fields (like CategoryId, Name) map to target fields.

Hope this helps

Saalim
CU04091153-0 63 on at

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Copy into legal entity error

Hi Ankit,

'i have checked CategoryId' for 'Advertising/Promotions' is present in the source company. How can I check the the data mapping between the source and target legal entities?
CU04091153-0 63 on at

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Copy into legal entity error

Hi Raj,

The project category is not setup in the source company so not sure why would this impact in copying the expense category in the target company.
CU04091153-0 63 on at

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Copy into legal entity error

Hi Adis,

Thanks for clarifying.

I am trying to copy the Expense category form which you have provided screen shot from Source to Target company and I cannot see the Advertising/Promotions category as it is ending up with the error.

Thanks
Adis 4,548 Super User 2025 Season 1 on at

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Copy into legal entity error

Hi,

Just to be sure we are talking about the same thing. The shared categories are global and you will find all no matter from which legal entity you are looking.

The expense category are created from the shared categories, i.e. they are child records from the shared categories.

You need to check in this form if you have the Advertising/Promotions category and also set up correctly.

Kind regards, Adis

If this helped, please mark it as "Verified" for others facing the same issue

Keep in mind that it is possible to mark more than one answer as verified
Raj Borad 1,190 on at

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Copy into legal entity error

Hi,

The issue maybe lies in the mapping or relationship in target legal entity. Check if the project category is properly linked to shared category.
Also, Ensure that Category hierarchy and Expense purpose configurations are consistent across legal entities, as missing links can trigger this error.

Thanks.