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Item Master Data Sharing bet Companies

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Posted on by Nikhil Pavagadhi

We want to share data of Item Master accross companies as a new company is introduced in the system.

Questions :-

1> Procedure to share the item Master relate data (Tables) ?

2> How to find the List of tables related to item Master ?

3> Is it a good option to share item data between companies ? Will it create complexities in future ?

Please answer my question , It is very important from Project point of view.

Regards,

Nikhil

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MohammedRasheed 1,405 on at

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Hi Nikhil,

1> Procedure to share the item Master relate data (Tables) ?

there are more then one ways to share data across companies..

considering that you are sharing item data, you would probably be best of using Table Collections/virtual company..
Note: you should be the only logged in user and you can only have 1 aos running, whiles setting up virtual company
1. Create a new table Collection : Aot > Data Dictionary > right click on table collections and add new tc.

2. drag and drop the tables you want to share on to the new table collection

3. create a new virtual company : Admin > Setup > virtual company accounts > create a new virtual company

goto the next tab (company accounts).. and add the companies that you want to shared the tables with ....

then goto the 3rd tab (table collection) and add the TC.

4. restart the client.

2> How to find the List of tables related to item Master ?

this will be hard for me to say... i use a very customised version of ax.. but to start if with you can look the the relations on table, Cross references... i found the reverse engineering tool quite helpful when it comes to finding relations between tables..

3> Is it a good option to share item data between companies ? Will it create complexities in future ?

emm.... really comes down to design...

sharing data across companies is by its very nature a complex process (both practically and technically).. so yah it might add complexities in the future..

i think you need to question the reason behind sharing tables...?? let us know and we can take this conversation further..

hope this helps.

regards,

Mohammed Rasheed

www.dynamic-ax.co.uk

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arijitbasu on at

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Hi Nikhil, Sharing data across AX companies can be achieved using Virtual Companies (as correctly explained by Mohammed). Well as for base AX, the following are important tables when you want to put InventTable in a VC Dimension Group, Model Group, Item Group. Also you need to consider whether you just want to share item details and keep these 3 specific to company as these 3 fields are very important from Physical anf Financial point of view. You also need to consider if you want to share all items created in a company or only some specific items. This is important because you will have issues with Record Level Security in a VC. I had a similar situation but in my case only certain items had to be shared so I went and wrote some code to duplicate the specific items across companies. Hope it helped.

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Nikhil Pavagadhi on at

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Hi Mohammed,

Thanks for that perfect reply , but the requirements are now more clear . We want to Copy some items based on there item types to other company.

For Eg : If item type is : "Item" then We should be able to copy the item to other company.

Can you help in this regards.

Regards,

Nikhil

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Nikhil Pavagadhi on at

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Hi Arijit,

<Arijit>

I had a similar situation but in my case only certain items had to be shared so I went and wrote some code to duplicate the specific items across companies. Hope it helped.

</Arijit>

I think I have to do the same . An Item if having specific Item Type , and given Company Item should be able to copy item to other company.

I am very new to AX : just a month old . Please explain me how you did this coming to my level (if you don't mind).

I meen some steps how to start.

Thanks in Advance.

Regards,

Nikhil

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arijitbasu on at

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Hi,

A quick overview on what you need to do...

-Identify which is/are the key fields in Item Master based on which the item has to be replicated
-Advisable to make these fields mandatory
-In the InventTable methods, create a new method say [replicateItem()] where you use changeCompany() method to change the company to the new company and create the item details there.
-In the Insert() method of InventTable use a try/ catch block and refer to this method [this.replicateItem()] using necessary filters

This should do.

However you need to be careful about the following

-Update of Items in 1 company- Should it be replicated in all applicable companies
-Deletions of items when there are no Transactions.

Hope it helps.

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arijitbasu on at

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Hi Nikhil, In case you are unable to do so, send me the requirements and Ill send you an XPO. Remember to send me AX Version & Build Number :-)

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Nikhil Pavagadhi on at

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Hi,

Anybody has used "Create item in Company" functionality in item master ?

I have some questions :-

1> Why is it used ?

- According to me it is useful to create a item in a Company from item in other company.

2> I was trying to do the same with a item from a company to a Blank Company(with no data)

- I got the following errors :-

- Some things missing in some tables

- And Conversion of unit code was not specified ?

I am not able to understand this error . Please help me in this issue .

Regards,

Nikhil

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MohammedRasheed 1,405 on at

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Hi Nikhil,

i guess you answered your first question your self.. yes.. its useful to be able to copy an item across companies and link them together according to the intercompany setup.

when you are copying items across to a different company, you must ensure that the corresponding group level data exists in both companies... so if you are copying items that belong to item group 'Std' this group must exist in the other company as well... the same rule applies to any referential field... like units, tax groups, etc...

its probably best to share these tables (group tables) via virtual company.

hope this helps.

let us know if you have any more questions.

regards,

Mohammed Rasheed

www.dynamic-ax.co.uk

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Community Member on at

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Hi.

I have read these posings with great interest.

We are currently implementing AX 2009 in our global enviromnet (1 central installation, 14 countries, 17 sites)

Our setup is Production - Distribution Center - sales units with Product Builder, Intercompany and tranparent Supply Chain.Heavy use of Project and Service modules.

Item maintenance in this setup is a major issue. The same item can be a BOM type item in the factory, but only an item type in Distribution and Sales. When a BOM is beeing created from Product Builder, it should be available to all units with the same reference ID.

The Invent table includes several fields that are used different in the different companies.

Do yo think your description of replication can be used in our setup?

Kind regards,

Henning

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Community Member on at

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Some more additional information. I have loked at the invent table and I see taht a lot of the fields will have different settings in the different unit types. I try to show it below. From my knowledge and what I have read at this tread you kan only make a whole table "global". Please correct me if I am wrong here. We are running AX 4 in 5 sites already, but not in the setup that we want to implement now.

Ok, the setup in Invent:

Company                              A (factory)               B (Distribution)                C (Sales)

Item                                       10                            10                                   10
Item Descr (Multilang)              ABC                         ABC                                ABC
Item Type                               BOM                        ITEM                               ITEM
Warehouse                             WH1                        WH2                                WH1
                                                                             WH1                                WH3
ITEM GROUP                           F                              F                                       F
Main Vendor                             -                               A                                      B

Cost price                                X                               X+ Y%                              X+ Z%

This is only some of the the fields, but enough to show that it is hard to have a global Invent table unlees somone has a very good idea.

I am thankfull for all kind of help I can get here.

Kind regards,
Henning

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