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Finance | Project Operations, Human Resources, ...
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Is there a workaround for sharing the customer/vendor financial dimensions?

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Hello experts,
 
I'm on a project where the client would like to share vendors/customers among all their legal entities with the same financial dimensions.
 
The most appropriate approach would be using the cross-company data sharing feature but the limitation of this feature is that financial dimensions cannot be shared.
 
Is there a workaround on this? I was thinking if the copy legal entity in data management could be an option where we copy the /defaultdimensionvalue' in the customer/vendor entity?
 
Your experience and advice will be much appreciated!
 
Thanks in advance.
 
Allie
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  • André Arnaud de Calavon Profile Picture
    300,195 Super User 2025 Season 2 on at
    Is there a workaround for sharing the customer/vendor financial dimensions?
    Hi Allie,
     
    There are some more limitations of using cross-company data sharing. Depending on all requirements and the solution design, you would or would not encounter them, like not having a support for dual write and CCDS together.
     
    The copy into legal entity would work, but it will by default run for all records. It will then try to update existing records as well if you don't set specific filters.
    Next to this, you can consider a customization. I heard that a customer got approval to copy the financial dimensions as they had the same account structures activated for all legal entities.
     
    At To-Increase, we also offer a Master Data Management Suite ISV solution where it is possible to configure what exact needs to be distributed. It also supports management tools for data stewards. 
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at
    Is there a workaround for sharing the customer/vendor financial dimensions?
    Hi Allie, 
     
    Yes you are right this is the limitation and we need to find out the solution. Looks like without customization or any ISV solution it won't be possible. 
     
    Also just try if we can use template for FD copy

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