Cross Company customer in invoice journals

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Posted on by Dynamics365Admin

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Hi,

While creating invoice journals, I want to select customer of different legal entity, but it only shows customers of my current legal entity in dropdown, whereas while selecting GL and project, the dropdown shows and allows me to select GL and project from different legal entity as well, but that is not the case with customers.

Please refer the below screenshot and suggest me how to share customers in journals of cross company.

Your help will be highly appreciated.

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BillurSamdancioglu 15,075 Most Valuable Professional on at

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Cross Company customer in invoice journals

Hi,

Have you selected the company for the account to be able to see on the journal line?
Dynamics365Admin 216 on at

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Cross Company customer in invoice journals

Hi Andre,

I am using the Vendor Invoice Journal Form.

When we create a journal and go to its details, then we set the account type to "Ledger", and then in the account field we select Main Account, Project and Customer from the dropdown.

However, when selecting Main Account and Project, we can see and select them from all legal entities in the dropdown, but in the case of Customer, values from only current legal entity is shown in dropdown.

And our requirement is to select customer of different legal entity, and that is not shown in the dropdown.

Please let me know how to bring customers from all legal entities in the dropdown while selecting customers and provide the setup and configuration required.

I hope I answered all your queries, feel free to ask any question if unanswered.

Thanks in advance.
Kevin Xia Microsoft Employee on at

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Cross Company customer in invoice journals

Hi,

As Andre said, please provide more information to help us better answer your questions.

You can refer to this official document: Cross-company data sharing overview - Finance & Operations | Dynamics 365 | Microsoft Learn. It allows you to share company specific master, reference, and setup data across companies within finance and operations deployment.

Best regards,

Kevin
André Arnaud de Cal... 290,900 Super User 2024 Season 2 on at

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Cross Company customer in invoice journals

Hi Txtxt,

What exact form are you using when you mention "Invoice journals"? It looks like a Vendor Invoice Journal. Please confirm.

I think your question is about a customer dimension and not the account type customer. Can you tell more about the setup of this dimension? Is it using the customer table as backing end or is it based on custom values?

Cross Company customer in invoice journals

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