Cross Company customer in invoice journals

(0) Share

Report

Posted on by Dynamics365Admin

212

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.

All responses (4)

Answers (1)

Verified answer

BillurSamdancioglu 17,803 Most Valuable Professional on at

Like (0)

Report

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 212 on at

Like (0)

Report

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

Like (0)

Report

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... 295,487 Super User 2025 Season 1 on at

Like (0)

Report

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?

Community site session details

Cross Company customer in invoice journals

Helpful resources

News and Announcements

Quick Links

Jainam Kothari – Community Spotlight

Congratulations to the May Top 10 Community Leaders!

Announcing the Engage with the Community forum!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates

Community site session details

Cross Company customer in invoice journals

Helpful resources

News and Announcements

Quick Links

Jainam Kothari – Community Spotlight

Congratulations to the May Top 10 Community Leaders!

Announcing the Engage with the Community forum!

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates