web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Share Vendors and Cust...
Microsoft Dynamics AX (Archived)

Share Vendors and Customers through legal entities?

(0) ShareShare
ReportReport
Posted on by Sandri 3,850

Hello

I'm setting up AX who have over 20 different legal entities, it's common scenario that customers buy services from more than one legal entity.

Can is share Vendors and Customers through this different legal entities on the same way that I can share Main Accounts keys templates and so forth?

Someone that I have talk to say that it's not possible to share this records between legal entities, so I need to create each vendor or customer manually.

But if it is possible, how can I approach this issue? Should I create an viritual company, organizational unit? Is some technical article that I can read?

I have Bing a lot, but there is nothing special about this, but I assume that orginalization hiarcies have something to do with it.

Any ideas?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

    Hi Sigurdur,

    It is possible to share tables using Virtual companies and table collections. The virtual company will collect the companies and table collections to share. The Table collections are maintained in the AOT and contains the tables being shared.

    Have a look at this page for more information: technet.microsoft.com/.../aa834413.aspx

    Note that also some reference data needs to be shared in this case. Also note that it is then not possible to have distinction between e.g. Payment conditions as it will be only one field.

    Have a look at my blog for some considerations: www.kaya-consulting.com/.../to-share-or-not-to-share

    You can also consider copying the master data between legal entities using e.g. Data Import/Export Framework, AIF or Master Data Management.

    The organization hierarchies are not related to the virtual companies. It is also different compared to e.g. Chart of accounts as this table is shared globally by default.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Have a look at the Global Adress Book feature for this. It will not share the customers and vendors in the sense that a Customer created in one company would automatically be available in all companies, but once, say, Customer ABC is created in company 1, GAB will allow you to very quickly create the Customer in other companies, and have all records linked together, so that changes to the Customer are propagated in all companies.

    The creation of the customer in other companies will still be manual, but I suppose automating this through code would not be very difficult.

  • Sandri Profile Picture
    Sandri 3,850 on at

    Thanks for the answer.

    I tried to set up virtual company and I think I have done that right.

    But what does it mean?

    If I'm in company A - creating a customer, will that customer automaticly replicate to company B, C, D, and E?

    Can I then add customer in any company in the viritual company group and it will replicate to all another companies?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

    Hi Sigurdur,

    When you have created a virtual company with some legal entities attached and one or more table collections the data is not copied, but there is one record with the id of the virtual company as dataareaid. So the records are not copied.

    When you create the record it is directly visible in the other companies.

  • Sandri Profile Picture
    Sandri 3,850 on at

    ok

    so no metter where you create it?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

    In case of virtual companies and global shared data like the chart of accounts and global address book, is indeed does not matter where you create it.

    When you create a worker it assumes it gets an employment in the current company, but the worker itself is global.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans