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Finance | Project Operations, Human Resources, ...
Answered

Best way to copy number sequences and auto-assign parameters across companies

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Posted on by 44

Hi everyone,

 

I'm currently working on copying journal setup configurations across multiple legal entities in Dynamics 365 Finance.

In my setup, the number sequence format is based on the journal code followed by the company identifier.

For example: LFC as the journal code, and the number sequence looks like LFC-CF13.

So far, I’ve been using the Data Management framework to export and import number sequences using the Number sequences entity. This works for bringing over the formats.

However, I’m looking for guidance on two things:

 

  1.  

    What’s the best practice to copy number sequences from one company to another, especially ensuring consistency in format and structure (like the LFC-CF13 pattern)?


  2.  

    How can I automatically assign number sequences to module parameters (like General Ledger, AP, and AR) instead of manually selecting each one under the parameters page?

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  • Suggested answer
    Adis Profile Picture
    6,593 Super User 2026 Season 1 on at
    Hi,
     
    There is no out of the box for copying it. However, either dmxf could work or power automate depending on the available entities.
    We ve done that all manually.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • Verified answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,627 Moderator on at
    You can use "Copy into legal entity" projects in DMF to copy all these items across legal entities.  Many of the module configuration copy templates are available out of the box but you first have to load the templates from the Templates tile in the main DMF form.  Then you can use them to create the 
     
     
  • ST-13020852-0 Profile Picture
    44 on at

    When setting up number sequences in D365 Finance and Operations (e.g., AP, AR, Procurement modules), we manually select the correct number sequence codes for each reference (e.g., Vendor Account, Payment Voucher, etc.) in the module-specific parameter forms.

    Since we follow a consistent naming convention across legal entities (e.g., RCA-CF18, PVE-CF18, where the suffix represents the legal entity), I’m wondering:

    🔹 Is there a way to automatically populate or assign the number sequence code fields in these parameter screens based on a defined naming pattern?

     
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,627 Moderator on at
    I believe Copy into Legal entity will respect your NS configuration per Legal entity, but you can test it to confirm.

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