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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Released Products from...
Microsoft Dynamics AX (Archived)

Released Products from one company to another

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Posted on by drMurray86 27

Hello All - 

I have been tasked with customizing the Release Products form (EcoResProductRelease) accessed from Product Information Management -> Common -> Products -> Products, selecting product, then clicking the "Release Products" button.  Once a product is released to a company from the Release Products form, it is often edited from its original release state.  When releasing we want a way to select a company to copy the product details from instead of using "default" values.

What is the best way to approach this?  The users have asked for just another tab on the Release Products form to select a company to copy the details from.  Thanks for your help!

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,378 Super User 2025 Season 2 on at

    Hi drMurray86,

    It would be possible to setup product templates in each company. Then you can apply a template after releasing. Copying values from another legal entity would require a customization or you can have a look at import/export framework.

  • drMurray86 Profile Picture
    drMurray86 27 on at

    Product templates cannot be used across legal entities, otherwise that would be a perfect solution.  Will DIXF work across different legal entities for released products?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,378 Super User 2025 Season 2 on at

    You can use the copy entity data between legal entities or export products and then import in another legal entity.

    Otherwise a customization can help. E.g. managing the item templates to be synchronized across legal entities.

  • drMurray86 Profile Picture
    drMurray86 27 on at

    So I have decided to go down the Item Template customization path.  After stepping through some code, it appears that the company data is stored in a Common table in the dataAreaId field, via this assignment in the path \Classes\SysRecordTemplate\getRecordTemplateValues -

        SysRecordTemplateStorageCompany storageCompany  = SysRecordTemplateStorage::newCommon(common, SysRecordTemplateType::Company);

    I would think that I need a way to change a query used somewhere to be all companies, but since this Common table has a specific company in dataAreaId, is there a way to make it select templates from all companies?  If not, my plan is to add a prompt to select a company when the "Apply Template" button is clicked.

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