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Insert Record from One company to Another Company

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Posted on by Inkey Solutions

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Hi Community,

I want to insert records from one company to another company. For that, I have created a custom table & Page to store data and I have also created an action button. After Clicking on this Button Data is separated According to their Type. [For example, if line type is order, it will go into Sales Order page & similarly quote goes into the sales quote page]

I Have 2 companies. so if the line type is order and the customer type is 'XYZ', the sales order should be inserted into the /xyz/ company's sales order page. Similarly, if the line type is Quote and the customer type is 'abc', the sales quote should be inserted into /abc/ Company's sales quote page.

Thank You.

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Dynamics 365 Business Central

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NAV_with_Narang 2,410 Moderator on at

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Please use CHANGECOMPANY function to transfer data to another company

https://learn.microsoft.com/en-us/dynamics-nav/changecompany-function--record-
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YUN ZHU 103,811 Super User 2026 Season 2 on at

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Hi, hope the following helps as well.

https://yzhums.com/6362/

https://yzhums.com/21252/

Thanks.

ZHU
Inkey Solutions 2,122 on at

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Thank You @YUN ZHU for your Suggestion.

I have tried it & It also works as the selected record can be copied from one company to another but I want to copy all the records into another company based on certain conditions which I have included in the following code, and those records should be automatically inserted into the sales header table.

Thank You