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Transacting across legal entities without switching (D365 F&O)

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Is it possible to create transactional documents such as raising POs for different legal entities by a single user (who has the appropriate access to the entities) without switching LE in the top right of the page. Also for things like Inquiries and Reports. It is a client requirement, the reason being to avoid entry errors by forgetting to change entity and also to make the process more streamlined. Similar to the centralised payments feature.

Thanks

  • EUH Profile Picture
    EUH 4 on at
    RE: Transacting across legal entities without switching (D365 F&O)

    Thank you Alireza

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,539 Super User 2025 Season 1 on at
    RE: Transacting across legal entities without switching (D365 F&O)

    Hi EUH,

    Yes. I mean for reporting purpose. When it comes to the import, it depends on the table. Since some of tables can be updated across companies via Excel add-inn.

  • EUH Profile Picture
    EUH 4 on at
    RE: Transacting across legal entities without switching (D365 F&O)

    Thank you Alex,

    How would this work in practice, will all entities be available at the same time, for example for PO entry? Or will there still be need for some switching?

  • EUH Profile Picture
    EUH 4 on at
    RE: Transacting across legal entities without switching (D365 F&O)

    Thank you Alireza, is this just for reporting purposes? Can transactions also be entered in different entities using this method?

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    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,539 Super User 2025 Season 1 on at
    RE: Transacting across legal entities without switching (D365 F&O)

    Hi EUH,

    It is classified as out of the box.

    As example if you use BYOD, you can try to create a shared entity against desired table where you can export data from all legal entities via exporting data on data management. Then you can export this entity to your  Azure SQLDB.

  • Alex VN Profile Picture
    Alex VN 1,994 on at
    RE: Transacting across legal entities without switching (D365 F&O)

    Hi,

    I think it is not available out of box but customization from X++ may work. You can try to extend the action that you want to do and use changecompany() function to silently change the company.

    Ref:

    community.dynamics.com/.../change-company-from-the-current-company-in-x-code

    Hope this helps.

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