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Finance | Project Operations, Human Resources, ...
Suggested Answer

What "Company chain" is usually for?

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Hi I see "Company chain" is under set up for Prospect, I am wondering what are the usual scenarios to use Company chain?

Thank you.

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  • Suggested answer
    Satish Panwar Profile Picture
    14,673 Moderator on at

    Hi Yvonne,

    Please see existing thread at link below:

    community.dynamics.com/.../functionality-of-using-the-chain-id-in-customer-set-up

    The field is mostly used for filtering data on some of the reports. Fields used where there are multiple companies under a single chain. E g. Amazon has so many companies underneath, but ultimately Amazon is the parent. So fill in Amazon in this fields if we have different companies as different prospect/customer in AX. This let's you determine all Amazon related companies.

    Thanks,

    Satish Panwar

    Please take time to click yes against the answer that help guide you in right direction.

  • qianwang Profile Picture
    7,168 on at

    Hi Yvonne,

    It’s a self definable field meaning you can make up the name and description. Here is a  video about the vendor chain, which is similar in principle to customers and prospects. Hope it helpful for you.

    organicax.com/.../

    Regards,

    QianQW

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Yvonne,

    It does not provide you out of the box parent-child relationships that you can directly analyze if you are looking for that.

    Best regards,

    Ludwig

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